Sync Zoho contacts with HTC Sprint EVO?
New to Zoho and would like to find the most efficient way to synchronize my phone with Zoho contacts. I have an HTC Sprint EVO (Android) and wanted to know if Zoho contacts would seemlessly sink with Google contacts. If so, I am assuming that since the phone is Android-Google there would be a way to sync directly with Google contacts. If this is not the case, how about syncing Zoho with Outlook and then I would just sync the phone with Outlook. Any better ideas?
Calendar Syncing
We have google apps/gmail and we have purchased the mail add on. We were told when we bought the zoho system that we could also sync our calendars. How do we do this? I have contacted support several times and no one has gotten back to us.
Issues with Restricted Data appearing on the "classic" homepage for all users
I have just discovered that a dashboard that references a confidential report is showing up on all users home tab. I have set the report folder that is the source for the dashboard to limited access to only specific users. the dashboard is a custom dashboard I created and I cannot fathom why the Home page would be automatically grabbing this dashboard as a default for all users. How can I eliminate this dashboard from being a default dashboard on the Home tab?
Add account with Special Symbol "&" from existing job does not locate
I have an existing job already linked to an account, and need to add a secondary account link. This account has an "&" symbol, however, the search account function from an existing job does not function with this account name. HELP!
Close a job and close all open tasks in 1 click.
Let's face the facts: most businesses have employees who are resistant to CRM data entry and maintenance - unless 100% mandatory, but that's a different topic all together. One way to help users out is to make everything easier. Our business has users with a wide range of skill sets, so the less they have to do the better our chances are for improving usage and becoming more comfortable with WHAT and WHY a CRM program is useful. It would be fantastic if ZoHo had a solution so that when a job is
Bank Transfer Payment Problem
Hi, I'm very disapointed about the reactivity of Zoho Payment Team... We have been ZOHO customers for over a year now. We always had payed by CC during these 12 months. One month ago we decided to pay by Bank Transfer for the whole year 2011. We did what takes to pay - the bank transfer was correctly done. But what happenned is that all our users accounts had been disabled due to some reason we have no clue about. We have contacted Zoho Support, exchanged some mails for about a week. Then I was told
Call Reports
I'm probably overlooking it, but I'm trying to find a way to enter customer interaction. Be it a visit, a phone call, or an important email. I need to be able to keep a record of what has transpired in each account megizi
CRM Quote output is confusing.
The printed/PDF quote output is confusing in that all the pricing is list pricing yet the total is a discounted price (I discount individual products differently). This is confusing as it looks like there should be fields across of: list price, discounted or purchase price, total (discounted price x quantity) and then the total at the bottom would make sense. I tried inserting a field above the sub-total of ${Quotes.Discount} but it appears it doesn't add the discounts together. That would at
Desperately Needed Feature
Duplicate post - first went under "Share you Success Story" - which, of course, is wrong: When entering a new contact, who is either another Contact under an existing Account, or an associate of a Contact you already have, there really, really needs to be a method to: 1. Create a new contact *from* an Account - transferring the basic information "down" to the new Contact, populating the fields - e.g. Address, City, State, ZIP, possibly phone, referred by, etc. OR 2. A Duplicate Contact menu option
Schedule for other users
an you schedule tasks for other users. I'm converting a company from ACT! to ZoHo, and in ACT! you can not only schedule for any other user in the database (as long as permissions are setup correctly), but you can also "filter" the calendar to only see a select number of users (or just your calendar). Often, in larger sales organizations, there are teams, and only the team wants to see their team members, not the whole company. As well as the "admin"/support person who generally schedules for the
Multiple autoresponders
My marketing involves writing ebooks that I give away for free. I typically put up the ebook on my website with a web to lead request form that takes the organization name, lead name, email address, and phone number and then emails them the PDF of the
Accessing CONTACTID from within CRM for use with Creator - is it visible anywhere other than the a contact URL
I am interested in interfacing between CRM and Creator...within the CRM I would like to create a formula field that generates a URL which uses the ContactID of the current customer as a URL parameter for a Creator application. e.g. http://creator.zoho.com/zoho-user/theapps/#Form:MyCreatorApp?CONTACTID=03284859385958 Hope this makes some form of sense. Or is there an easier way to select the current CRM contact as the focus for an activity in a Creator application. Thanks in advance if anyone has
Edit Repeat Series Bug
I'm using Zoho Crm for my cleaning business. We have several hundred clients. We are using the "events" as "cleanings." So, if we clean mrs. smith's house every monday, we make a repeat event (cleaning) for her every monday. If we clean mrs jones every other tuesday, we make an event (cleaning) for mrs. jones for every other tuesday. We make this a repeat event for as long as far in the future as the system allows. Here's where problem initiates: Mrs. Smith calls and says, "can we begin changing
What happened to my question?
I posted a questions yesterday, hoping for some response but when I checked this morning, I am told I have had no posting. Do, they go to moderator or something before being posted on the forum! Also, do Support have any interest in what we send them? I have sent 2 general queries as I have just started using the free version but so far not even an an auto acknowledgement. Let's see what happens with this.
Desperately Needed Feature
When entering a new contact, who is either another Contact under an existing Account, or an associate of a Contact you already have, there really, really needs to be a method to: 1. Create a new contact *from* an Account - transferring the basic information "down" to the new Contact, populating the fields - e.g. Address, City, State, ZIP, possibly phone, referred by, etc. OR 2. A Duplicate Contact menu option that takes an existing contact, duplicates most fields, leaving name, email, and phone empty
short names - how to find them?
How to search short names? exp - Le, Chu etz? Can I provide some how information to CRM that this is not a part of the name but whole word? I got so many results that it is almost impossible to find proper one. I advised customer to provide whole name "Jan Le" - but maybe there is posibility to search exact names. Best regards, m
Where can I change layout and fonts
I am new to Zoho. So far so good. I would like whatever I am working with like Lead or Account or Contact and so on in bold as a title (much like Sugar CRM). Helps me keep focus. And then I see a lot of unclickables in bold like Description and modified data in black 'Bold'. I would like to change that to regular or something soft. Couldn't see anything in Setup. any ideas?
Enable my salespersons to see each other's Accounts and Contacts
I am the Administrator and have set up about 1000 Accounts with Contacts. Now I have two salespersons and have assigned some of the Accounts and Contacts to each of them. It appears that each salesperson can see only his Accounts and Contacts. I would like for them to be able to see each other's Accounts and Contacts but not all of the others that I have not assigned to them. Any way to accomplish this?
Broadband Connectivity
Hi We are about to implement Zoho CRM. I was wondeering whether there is a minimum broadband specification required ro run the app. We would typically have up to 15 concurrent users within our offices. Any help or advice would be greatly appreciated. Thanks,
How do I get Zoho CRM to produce a report?
I am the Administrator. I want a Contact Mailing List but get a message saying "Insufficient Privileges to perform this operation. Contact your Administrator." See attached screen image. In fact, I get this error message whenever I try to get any report. How do I get Zoho CRM to produce a report?
Contact form use
After being some time adapting this CRM to my needs I come with a quite logical situation: A contact is on a 2nd stage of the CRM funnel. That is, first you get a lead, (and so it seems to be), this lead can be converted to all: 1contact, 2account and 3opportunitty. So what is a web-to-contact-form for?? The problem here is that if you have a current customer (or provider) you need more information about, you cannot fill in both the contact AND the account information (only the account name). Why
CRM Vendor Email Templates? Vendor Mail Merge
We would like to create some email templates and mail merge (zoho writer) templates for our vendors in CRM. However, we cannot find the appropriate vendor record merge fields that we would utilize this functionality. Is this a product functionality issue or lack of user knowledge? Why would we do this? For vendor performance verification etc. Please advise.
Mass update from search results and other modules
Even though I often want to update a number of contacts or companies or potentials all at once, I rarely do because it is too hard to filter the list down to the contacts I want to mass update. The universal search is really great, and really useful, but it would become even more useful if you could then select a bunch of these search results to mass update.
Are Accounts Necessary?
I market to small businesses and most of my accounts have a single contact. Is there any reason NOT to bypass the whole Account concept and have just Leads (or Suspects as I call them) and Contacts (people who have expressed interest, and current clients)?
This feels like a shady beta version..not sure how much more I can take.
I'm really tired of the bugs in this version of the software. The Zoho Writer mail merge is virtually unusable; slow, unstable and is incompatible when importing MS Word .docs. Even the MS Office add on does not work correctly: It will throw information from random fields into the wrong place. NOW I CAN'T ACCESS MY DESKTOP OR DOCUMENTS FOLDER WHEN UPLOADING TEMPLATES OR ATTACHMENTS. I get "invalid directory" or "can't access" prompts when trying to upload. This is on multiple computers running
Printing Cases
I am a new Zoho user and am working on getting this configured for our use in the office. I have run into one issue with Cases and need some help. We use Cases to track two types of issues, on-site repairs and in-office repairs. Is there a way to customise the printout generated for Cases? We need different information on the tags for in-office vs. on-site work. Thanks, Saul
Custom Formula Field in CRM Invoice Module (Syntax error)
Hello! I am trying to make a simple custom formula field in the invoice module of Zoho CRM. I'm trying to get the result of multiplying two custom number fields. Here is the senario: Custom field one: Pick List Called "Cost1" Custom field two: Pick List Called "Qty1" Custom formula: ${Invoices.Cost1}*${Invoices.Qty1} It comes up with a Syntax error. What am I doing wrong?! Is this possible to do? Thank you for your help!
Event export to Gogle Calendar... recurring events not created
When I create an event I am selecting "recuring" and entering "daily", "every day" and the date range is 3 days. December 15, 16,17. I hit save and export to google calendar. Only the item for December 17th is created. It is missing the item for Devember 15th and 16th in google calendar. If I go into activities, events, export to Google calendar al three items are created correctly... seperate items for 15th, 16th, 17th. However this also duplicates the event on the 17th.. since the save and export
No Default Task Owner?
Hello - I'm looking to have the "Task Owner" not be set to anything This would force the "Task Owner" to be selected manually on creation. Is this possible? Thanks Matt
Leads - data dedupe or data aggregation?
We are a lead generation site. We get leads when people download brochures from our site, giving their names and contact details. We have a record under the name of "ana dfgdgfd". This person has signed up for two brochures, on Turkey and Hungary. Both sign-ups appear as separate records in Zoho CRM, so that under ‘Country of Interest’, “Turkey” appears in one record, and “Hungary” in the other. That brings up the issue of how to get new data into a record within a specific field, without zapping
Leads Form and conversion to Opportunity
Hi, I have just started with Zoho CRM and trying to get a hang of it... and am facing issues at: 1. Creating a lead: I need to fill up "First Name" and "Last Name". And I need to remember the correct names it seems. a) There's no auto complete b) There's no lookup from a "Contact" in an "Account". Q. Is it possible to set it up? If so how. What I want is to (a) avoid duplicates (b) avoid human errors. Basically, ability to lookup against a contact, if already exists. Otherwise, create a new
Non-live URLS in list view?
Do urls not work in list view? I have imported a list of leads with urls. The urls don't do anything if I click on them in list view. If I edit the lead, and then save it--even without touching the url, the url becomes live, and clicking it takes me to the website. But this is the details view--not the list view.
Can I set Activities to default to Newest to Oldest?
I am new to Zoho and I would like to set all activities to list from newest to oldest for all views. Is there a way to do this for all accounts/ leads as a Zoho administrator? The only way I see to do this is for each user to click on the header bar under activities and change the way the due date is listed.
How to edit Product Details?
How to edit Product Details?
Zoho CRM/Email
Hello all, I've been using Zoho CRM for the past few weeks and have begun to get deeper into it over the past few days. I am a financial advisor who is using Zoho as a B2C management tool. I've imported all my Leads and have converted several to Potentials. I work at a firm that has its own domain and we use Lotus Notes/Domino as our mail server. Yesterday, I purchased the Zoho Mail Add-on so that I can track/store emails to and from my clients in Zoho CRM. However, it's not working as I
When updating existing accounts a duplicate of the account gets created with Special Characters
We have 3 different users who are experiencing the same problem. When they update information on an account, a new account is being created with a different account name containing special characters. Example: Account "John Jones & Company" Exists... After updating information we now have existing Account "John Jones & Company" but also "John Jones&Company". It's not limited to "&"... Also have one that was "Tom Smith" and created another account "Tom Smith"...
More than one email for contact
Is it possible to add more that one email to a contac? If yes, how can I do it? I've try comma separated, but didn't work.
Email Delivery Notification
is there any way to get an email delivery notification when sending emails from within Zoho CRM? CC and BCC would not help as it does not confirm that the intended recipient has actually received the email.
Call Log Report
How can our team create a report that shows logged calls?
Update checkbox on contact import?
I have a custom checkbox field that I've created for contacts. I'm importing a bunch of contacts from a csv file and I want that checkbox to get selected for some of the contacts. What is the proper way to mark this in my CSV so that the checkbox will be marked?
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