You are not posting my questions WHY?
Hi there I am trying to post questions that will help me evaluate your product. They are not being posted. Not showing up in my area. This is not helping us evaluate your product. Thank you Two have appeared now, but there are a couple more.
Where are the questions I have asked?
I am confused. I have posted two questions that have not been put up yet? What is wrong with them? There seems to be a lag. I now have two up and waiting for the other two. Thanks for being prompt in your answers. I assume the other two will arrive shortly.
Exporting/doing something with data held in 'Events'
Is there no way of exporting Invitees to an event (and an array of their information), or at the very least, running a report that lists this information? Also, is it possible to change the fields that are listed for invitees? As an events company, it's all rather important... Also, what is the ETA on the development for the ability to list a contact in multiple campaigns?
Automated reports to referral partners
When a lead is created, a custom lookup field is used to track the contact that made the referral. This field is labeled "Referral Contact". I need a way to send automate reports (weekly, monthly) by email to the "Referral Contact" with status on the Lead/Potential I could create a scheduled report for every single referral source, in CRM, But I face the problem of not being able to brand the email. These reports must be branded to my company and come from my email address. So what option do
Leads import in All Caps-- others in lower case
I'm a new CRM user. Importing Leads is working well, only problem is that some Company Names are showing up in all caps (because they are in all caps in the Filemaker source database) In Filemaker, I have tried re-formattting the Company Name as "Title Case" (upper and lower case). Records look fine in Filemaker. But when I re-export as .csv file, using "preserving data as formatted" option, they still come in all caps or a mixture--so visually, the data is inconsistent. Can I apply case formatting
Vana Workforce Launches Business in the Cloud (Based on Zoho)
Vana Workforce, a cloud solution provider offering products and services to customers around the globe today announced the availability of business in the cloud, a comprehensive and integrated suite of business applications specifically tailored to small and medium size companies. Business in the Cloud represents the industries most integrated and affordable suite of business applications available on-demand to small and medium size enterprises. The introduction of cloud computing offers a transformational
New to Zoho CRM- Leads Accounts Contacts
Hi there I run a small service business. I am not sure when to use leads, accounts and contacts as they relate to my business. I want to import my client database into Zoho but I am unsure where to categorise each client. I have customers who have 1. made an online application and we are waiting to receive their paperwork 2. Received paperwork and are now processing their application 3. completed their application and the file is closed and the client has paid (we will review their file for another
Zoho Writer
I'm trying to create a template in Zoho Writer but when I click create it does not open the document in Zoho Writer. Instead the template is created as a blank word doc and added to the folder. What am I doing wrong?
Can someone please help me in using Zoho CRM please
I want to know how to use Zoho CRM,Can one help me please
Customized views for mass update?
I'm trying to create a campaign and associate a few hundred of my existing contacts with this campaign. The way I'd like to search for these contacts is based on company level custom fields (i.e. we have added a few custom fields to accounts for things like the type of company they are, the size, what geography they are in). I'd like to create a specific campaign that is targeted to smaller U.S. based companies - which means I need to draw from both company level (account) fields and the individual
Lead Reports
I need to be able to run a report where I can see how many leads I received each month over the entire year or a given month. Also, I'd like to be able to sort by Lead Source. So far it seems that when ever I convert a lead to a Contact. That lead is no longer accessible in the lead reports. Please let me know if there is a way to accomplish what I'm trying to do? Thanks, Dave H.
Importing Zoho contacts into Google contacts
When importing Zoho contact information into Google contacts all the information ends up in the Notes section.Only the name information ends up in the right fields. Phone and email information ends up in the notes. How can I get each Zoho fieldto end up in the right Google contact field? Thanks, Leo
Delete default views/reports in Leads, Accounts, Opportunities
Is it possible to delete the default views and reports? It's a lot to scroll through since a lot of the default views are unnecessary for us. At the very least, can they be hidden or moved?
Help with Report showing ratio of leads with email addresses
Need to run a report that will show the following info: For Example: Timeframe: Last 7 days Salesman #1 - 10 leads created, 5 have email address, 5 do not. Salesman #2 - 18 leads created, 12 have email address, 6 do not. Salesman #3 - 42 leads created, 2 have email address, 40 do not.
Email disparu dans zoho crm
Bonjour, En ouvrant mon CRM zoho je découvre ce soir que le lien qui pointait vers mes emails n'existe plus. Il y avait un onglet email dans mon menu et je ne le vois plus. Comment le retrouver et utiliser à nouveau mes emails s'il vous plaît ? Merci. Hello, By opening my Zoho CRM tonight that I discovered the link that pointed to my email no longer exists. There was an email tab in my menu and I no longer see it. How to find and use my new email please? Thank you
How to Create a Report | # of Leads Created Per Day
How would I go about creating a report the totals the number of leads created per day? For example: 12/01/10 - 25 Leads Created 12/02/10 - 45 Leads Created 12/03/10 - 19 Leads Created
Error Message
When I try to connect to ZOHO CRM through outlook I get an error message "error occurred while contacting crm.zoho.com. I am connect and getting e-mail. The app has worked before...i have unistalled and reloaded with the same result,
Any option to modify search results page?
I have attached a screen shot showing the search results when we use the quick search box on the top left of Zoho CRM. As you can see the "Matching Events" section displays the Subject of the Event, but cuts it off after about 32 characters, leaving the rest of the line blank. We might have modified this Search Result page by accident, but now I can't find where it can be modified. Is there a way to display the full Subject of the Event, and optionally the date/time of the Event on this Search
to send an automatic answer
Hello, We made a HTML support form on our website. Our customer leave their message through this form, which is sent to our support team with an automatic notification of receipt for the customer. Our support team would like to answer through Zoho with the field "Solution", with an automatic message to the customer who sent the ticket. Is it possible please ? At this moment, we can't find where to put the dynamic field with the mail adresse of the customer for answering... Thank you for your answer
clone invoice as quote
Just thought it may be handy to be able to clone an invoice as a quote. Some of our customers are happy to be invoiced immediately without being quoted but then later on they ask for alternatives at which time I then have to create a quote. It would be handy if I could just use the invoice I have created to then clone it as a quote. Cheers. Danny.
How can I make the email alert use the customer's email adr?
How can I create an alert to be able to email the case owner and the customer's email contact that is associated with the customer that you setup in the case? I can see how to do this with internal people but how can I create a new case, email the template to the owner of the case, and the email address on file of the customer that the case was opened on? Thanks!
iPad, Zoho CRM and this Forum will not allow me to type in the body of the email or the body of this forum from my iPad.
Hi, I tried to use the CRM from my iPad, Tried to use an email template and it lets me create the email and show the template in the body of the window, but when I try to type in the body of the document, Zoho does not recognize it when I tap in the body to start typing. The iPad keyboard never appears. I also tried to submit this problem from my iPad, Zoho let me tpye the topic name (subject) but would not allow me to type in the body (the area where you are reading this). When does Zoho expect
Newbie - need help with lead creation
Hello, I am new to Zoho and am trying to find out if there are and missing sections in my 'lead creation' page. In SalesForce, when you created a lead, it had additional sections that showed options as to what a sales person did - e.g. sent email, or left v/m, spoke with client etc. This allowed us to track lead and then create reports on it. Do I have to manually build additional sections in the leads area for this, as well as follow ups and so on? Am I missing a module maybe? Please advise.
Relationships - Modules
Is there a way to see a map of the relationships for the modules? We are new to Zoho and would like to "setup" our CRM to meet our needs.
Customer Groups
Is it possible to set up a group of customers or contacts in the way that you can in ACT or Goldmine Thanks
How to set contacts default view to 50 records (free) or 100 records (paid)
I am probably missing something... I want to set the standard contacts view so that the default display is 50 records, not 10. How to do this? I cannot seem to see this anywhere.
Contextual RSS feed for leads, accounts, contacts, etc...
Hi There's one nice simple feature in another CRM called Insightly that I find very valuable. When your are on a contact, organisation, etc... Insightly "automagically" gives news about the entity (extracted from Google News I suppose). It's really useful to our sales team ! Is there such a feature in Zoho or is it planned to integrate one ? Regards
Questions about Accounts (company records)
We use the accounts tab to keep track of all companies in our universe. This includes companies we do business with, companies who are clients, and companies we follow. It ends up being a lot of companies and I'm looking for ways to manage a little better so that it is easier to browse through the companies to find what I need. A couple of questions came up today: 1) Companies that go out of business, or get bought, or cease to exist in someway...what is the best way to handle these so that we
E-mail template not woking in quotes
Hello, I tried to use an e-mail template when sending a quote. I clicked the drop down above the name "templates" and nothing was listed. I then went to contacts to see if I could send an e-mail and use a template, all templates were available for contacts. Can you please help me send an e-mail template from quotes? I think there may be a bug.
Reflections on Year 2 with Zoho CRM
We are coming to the end of our second year of using Zoho CRM. I figured some of the people in the forums might appreciate some frank comments from someone who has been through a fairly sizable implementation over a longer timeframe. As background, our company has 30 seats of ZCRM. We sell high end capital equipment B2B. We have users that include Outside Sales (located remotely), Company Management, Customer Service, Inside Sales and Finance. The primary modules we use are Accounts, Contacts, Reports
Sales contact - for real
Hello, I am trying to start business with Zoho for a big account: Unilever. But I am not getting sufficient attention from sales dept. I am about to forget of including Zoho on my list of potential solutions. This question will be my last try. Can you help me?? Thanks, Fernando IT Manager - Unilever Americas
Is it possible to send an invoice as text in an email only? ...withoput any attachment.
Hi. I have a customer who is complaining that our invoices are being blocked by security filters that are reading it as potentially harmful email. They say that they cannot retreive it and asking to have it sent as a text file or text in an email. Is there a way to set up an email template that draws the inforamtion from the invoices module? Other than that I can't see any way to do this unless I manually create a text invoice. This only happens occasionally but it would be good to have this option.
Why doesn't Zoho Business contact have a simple sync with Zoho CRM.
There is a plug-in to sync w Microsoft Outlook, but nothing to sync with your own Business Contacts system. This would be a GREAT option.
Issues with Functionality based URLs using Lookup fields from other Forms
Hello. I'm having issues using functionally based URLs on List Views that have lookup fields from other forms. I use the specified format on the user guide with no success. Is this even possible or is there a different format for this type of url? The Zoho Creator User Guide says to use the following format: To set criteria for a view The criteria for a view can be passed as part of a query string to a view url. Multiple criterias are specified by appending it along with the URL using '&'
Need Mailing Address Fields (From Contact) in Invoices
We have just switched from using Leads - Potentials - Accounts - Contacts to just using Leads - Potentials - Contacts as this serves our business better as we deal with customers rather than companies. There is no way to add the address from contact (mailing address) to the Invoice module so it show on that module. This is essential and should be easy to do to add the fields in setup of invoice module. Also, why can't i add ${Contacts.First Names} to an email sent from potentials.....we work out
Error in Potentials Settings
Hi, when I edit the "Page Layout" for the Potentials, I can't save my edit. Whrn I click save the program redirect me to the Potentials section (not in the setup section) and I see a blank screen. If it could be helpful for you, I paste it the link that I see when I click Save: Thank you, giordano
Migrating to Zoho from Salesforce..Issues with Tasks/Activity
I'm migrating from Salesforce to Zoho. I have migrated our accounts, contacts, and opportunities (potential), but am having problems migrating the Tasks/Activity. I can't seem to map the fields correctly, or I'm setting something up wrong. Can anyone help me migrate my current and past tasks from Salesforce into Zoho? Please email me at mgibb@royalmedia.com.
Move search icon in Zoho CRM!
When I customize "contacts" the Search icon becomes invisible on the extreme right side. This is very inconvenient. Please move the Search icon to a more visible location, e.g to the left under 'View' menu. Putting things too far to the right is a problem. Web browsers display pages from the left margin, NOT the right margin! Again, "Find Contacts" and "Total Count" should be moved in from far right. There's plenty of space to move them in. At present they disappear, requiring click, click, click
A refund in Zoho CRM
Hello! If i have a refund of products, how can i do it in zoho crm? For example, i made an invoice with 4 products with price 2 euro each of them. Some days later, the customer returns them (for a reason), then i have to update the qty kai to give the money back. How can I do this?
Problems navigating contacts
There needs to be some way of quickly navigating contacts. SORT BY LASTNAME Zoho CRM should provide the ability to sort by lastname, even though the order of the name remains "firstname lastname". Zoho CRM's present inability to sort by lastname (except by changing the name order) is ridiculous. SCROLL FORWARDS SPEEDILY Some way of quickly scrolling forward. I have 30,000 contacts, so I could easily have 2,000 Bs... how to get to the names beginning with 'Bo...' ? > A search for 'bo' produces all
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