Scroll down 'name' in contacts by searching for first letter of name
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
Dynamic contact record forms
I would like to have a different layout (and a corresponding set of Fields) for each type of Contact ie - Employee will have fields that would not be available in Supplier or Pospect etc. For example: the first available field on the Contact form page would be category: -employee -customer -supplier If I select 'Employee' category I will have only this-category-specific (UNIQUE) fields available ex: DOB, date employment started etc. If I select 'Supplier' category I will get a different set of fields
How to import a large database, where records do not always have lastnames?
We have a database of 30,000 records. Many do not have last names. Some do not have company names. Some do not have emails. There is no piece of data that all records have. What to do? Questions: 1. What would other users suggest as a strategy? This must be a very common issue. 2. Does Zoho CRM allow records to be indexed by something other than the last name? 3. Why not create a new, numerical column and index the records by this?
Reporting - Sales Persons Leads.
Hello, I want to be able to run a report to see how many leads each salesperson has been assigned? We assign leads to a person.....they will either close the lead with a reason or convert to a potential if there is an opportunity to sell to them. I can't see a way of tracking how many leads they have had each.......this is essential for tracking conversion rates. I can tell how many leads they converted but not over all assigned leads... Please help... Chris
Show hidden fields
It would be great if there was a button in accounts, contacts, etc. (in Zoho CRM) to show the fields that are hidden, because I don't want to see all of the data we have about customers all the time and I don't want to have to change the layout for the page every time I want to see hidden fields. Let me know what you think.
Add a second user to my free CRM-Account
Hi there! I have invited my employee to join zoho in order to work with the CRM. However, she is always asked, if she wants to join our companies account or open a new account. When she's choosing "joining the company account" there is a hint to contact the support. That's what we have done, but probably you already know what's the issue and can help ;=) Thanks a lot Beat
Help with product description.
Hi, this is drive me crazy... im trying to add a field of description on a produc, so, anytime i add a product i can be able to write a description. Actually, i only can add a unmodiffy description or a general. for example. on invoice... i want to add a produc like.... qty Description price total 10 apples and anything i want to write 10 1.00 5 Photos i take from Spain in holidays 5
Web to Lead form Issues in Safari!?
Any idea why the lead form works in every browser except Safari where it shows nothing but white in the iframe?
Accounts to Leads??
We have a large number of accounts with contacts and notes that should have been imported as leads - is there a way to convert backwards?
Convert Potential to Product (real estate)
For those of us in the real estate business (agents) the cycle goes like this: You get a lead on a house and if it pans out it becomes a potential Once you get the listing, the Potential is closed and labeled as "won" and then... The Potential becomes a Product - because you have to then sell the house that you just got a listing for. Is there any way to convert a Potential to a Product? My sales cycle goes: Lead --> Potential --> Product Thanks, James
Automating Web Sales process using ZohoCRM
The process flow goes something like this: Visitor to site ---> Pop up window collects Name and email ---> Visitor access sales page ---> Left sales page without buying? ---> (YES) Exit pop up script with new offer. ---> Left new offer without buying? ---> (YES) Send email with better offer. I would like to some how generate the release of an email if the visitor doesn't buy at the exit pop up script offer. I would also like for the 1) email address, 2) sales and product information sent to ZohoCRM
Demand management
I am evaluating Zoho CRM to see if you can use it to manage the demand. The idea is to capture sales forecasting and inventory of the members of a food chain and a worksheet to be used in the simulation of the sales forecast. Could anyone help me set an example in Zoho CRM?
Tutorials or Videos for Beginners
Does anyone know of a source for education on best practices for CRMs? I am new to CRMs and want to try to avoid making rookie mistakes. Oz
More ability to manage account from the homepage/dashboard
I use the homepage a lot to have a single place to look at recent and upcoming activities and keep an eye on top prospects. It would be nice to also directly manage activities from this page, for instance by closing tasks that have been completed. Currently if I want to close a set of tasks from the homepage I have to individually select each one, go to another page, close the task, save, and then manually go back to the homepage. It takes longer than it should, and makes the process feel cumbersome
Potential Details - create and add a custom details list
Is it possible to create a custom details list on the Potentials' page? It would be dynamically populated in the same way as other lists ASSOCIATED with a Potential: Contacts, Attachments, Notes etc. Every time I would want to add a new detail I would click 'New' in my custom details list (on the Potential page) and add a new detail (based on defined field structure). How do I do it? (a) from within CRM (b) can I add a custom-made database created in Zoho Creator to Zoho CRM Potential Details ???
Formula field does not appear
Hi, When I create a formula field, it does not appear on the Form, it only shows on the View list. Can you tell me what I'm doing wrong? Thanks. Henry
Purchase Order General CRM questions
Where can I edit the PurchaseOrder Template? In CREATE PURCHASE ORDER, the Address Information area has fields for "Bill To" and "Ship To". Can I populate the "Ship To" fields by picking from my list of Accounts? (This is for creating "drop ship" Purchase Orders). The Bill To field should be my own company address, why do I have to manually fill out the Bill To fields every time?? Thanks Adrian
Sort by City, State or Country
I need a way to search all of my contacts in a specific City, State or Country. The search feature does not appear to search on these fields.
Missing Lead
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? What types of things would cause a lead not to be found in my "All Open Leads" view? Thanks
Autofill required fields when creating a new potential?
We don't have a use for the majority of the required fields in the Potentials module. We don't have defined stages that would map to a probability percent, we only have a very broad idea of what the revenue on a project will be until after we complete the project, and just a general sense on if a prospect is near term, mid term, or long term. So we are creating new fields that allow for broad categorization of these areas, and I'm moving the required fields that do not fit with our business into
CRM Gadget for Google apps gmail
I'd love to try the new CRM contextual gadget but I didn't see any instructions on the zoho blog. I already have Zoho CRM integrated to Google apps. What is the procedure?
Mass Email From Potential Is Really Important!!!
I like Zoho and it suits our operation ok. You get used to having to preform manual work-arounds and for the most performs well. We work from Potentials mostly and either win or lose a potential depending whether we sell to them or not. We have various reasons we use for losing a potential one of which is NO Response. I really need the ability to be able to mass mail these potentials as well as the others and I can report and view my lost potentials but not m,arket to them.... A work around
how to remove cem plugin/feature from zoho account?
how to remove cem plugin/feature from zoho account?
do you know how i can add an expected revenue at prospect stage?
it seems that this field is locked when creating a new prospect, any solutions welcome (dont really want to create opportunity first as much of our business comes from existing clients)
Various Mass Email questions
I understand that there is not any way to Mass Email from criteria based on accounts, however there are a number of other potential ways if you can make this happen: 1. Email from Reports - you can create an Account / Contact report that generates the correct list, can this be used in Mass Email functionality. 2. Could you open up the ability to generate Custom Tabs, that could be related on both Account and Contact fields 3. Could you allow the ability to pull in related fields into a list view
Faking an email from 'within CRM' say from within Gmail...denote an email as being 'from the CRM' (or through the CRM)
I am using the Gmail to Zoho CRM plug-in, which allows me to add contacts directly from Gmail. I have also been able to access all of my Gmail email from within the Zoho CRM Email tab...this was enabled when I purchased this option. The great thing about this is that now I can see all the emails received from a contact while viewing their record, and if I use the 'send email' button within the record, then any emails I send to the contact will also show up there too. But, for a number of reasons,
Lead Missing from "All Open Leads" View
One of my leads, "Kimberly Lastly" is not found in my "All Open Leads" view. I've looked and looked, and can't determine why. Can someone please help? Thanks
Sociaal Media
Wat is de toekomst van de toepasbaarheid van sociaal media in de kader van klanten relatie management?
Edit Field Names
How can I edit the Field names
Email add-on in Quotes and other inventory tabs
Is there anyway when emailing Quotes, Purchase Orders, Sales Receipts, and Invoices to use the email add-on that is configured for our accounts? There is no way of telling if the email was undeliverable and we are unable to see the attachment in the sent email.
getting started
Good day all, I am just getting started in zoho. Myself and the company president are evaluating the program and are having a time getting going. I found zoho and signed up and started adding leads. I sent an invitation to our president to show him the program and the leads I input. he was not able to view my leads so I updated his user profile to see if that would help. I logged in today and his user info is gone. I tried to add him as a user again and it states that email address is already
2 level field entry to avoid a big list of options in the pull down menu
I want a section in the New Leads tab to go something like this and avoid a huge number of options to choose from: Lead source - direct marketing (then have a pull down that says cold call, advertisement, email) - broker (then have a pull down that says individual broker, group, boutique bank) - industry (then have a pull down that says conference, tradeshow, magazine) My goal is to avoid a single pull down with 50 options, which given the # of lead sources I have (7) and the options per lead source
"Add to Task" not working at all
Hi, I'm using the email add-on, and successfully able to create new Contacts (but not Leads!) from the mail app ("Add to CRM"). Unfortunately the "Add to Task" function doesn't work at all. No error message, but not task created either ... Am I doing something wrong? Thanks
Russian language support
Hello. I whant to know is there any chanse that you make rusian translation for Zoho CRM? Or even if you dont - just add function that allow to create users language files with translation.
How to change the default username to a different user?
Hi, Currently we have 3 users in our account. We would like to keep all 3, but change the current default user to another user so that the other one is the default user. I am using the free version of ZOHO. Can somebody please help? Kind Regards, Vanessa
Where does the Web-To-Lead form send the leads? Can't find them.
I created a Web-To-Lead form in Zoho CRM Setup and posted it on my site. It looks fine and it seems to work fine. I get the email notification just fine. The only problem is, I can't find the leads. Where the heck do they go? I've looked in the CRM under Leads. I looked under Approve Leads. Nothing. And there is no option to include the submitted data in the email notification so I've got no data! What am I missing? Can somebody please tell me where to find my leads? Thanks, DJ
How to model locations on inventory
We are using the inventory modules in CRM, but we have a problem modeling locations on inventory. Currently we have multiple warehouses and we need to separate quantities of products in each location. We tried including a custom field called location and putting the product multiple times. This works until we move stuff from one warehouse to the other (how can we model that?) What is the best way to model locations on inventory? Thanks in advance for any suggestions on this Maria Velasco
Zoho CRM Integration with Quickbooks Online Edition
Is integration with QBOE on the roadmap?
problems syncing with CRM to my Quickbooks pro 2010
I am trying to aviod exporting my customer base out of Quickbooks through excel and then into CRM because of many mapping difficulties. For instance, when I export with comma seperated values, once in CRM, 544 in the batch are skipped and 955 added due to "empty values for the mandatory fields". The only mandatory field I saw was last name...one field that has been overlooked in my QB. I'm trying to avoid hours of data entry just to export into your CRM. So I'm trying your new ZOHO Quickbooks Integration
Converting ACT companies into ZOHO accounts
Hi everyone, I have been using ACT for several years, but I am considering migrating all my data into ZOHO Mostly, my information is divided into COMPANIES, and then each company has a main contact or a few secondary contacts. If I was able to migrate my COMPANIES into Zoho's ACCOUNTS, it would be perfect, but I havent managed to achieve that yet could you please help me find out how to do so? I'm going crazy with his!! Thank you so much Laura
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