Deletion of Calendar event in Google Calendar
I see how CRM calendar publishes to Google Calendar - Great. It works fine, and understandable there is no need for a 2 way sync, since contacts in Google are also not synced to Zoho and therefore connections wouldn't transfer in any case if 2 way calendar sync was allowable. However, is it possible to make a feature request, that when in CRM calendar, and there already exists an appointment that has been published in CRM and to Google Cal, that if that appointment is deleted in CRM properly, that
Purchase Order> Vendor Mandatory> Why?
Hi, I have noticed that there is no way to toggle the "mandatory" setting for the Vendor form field under a Purchase Order. Is there any way to set a default vendor or alternatively if I am currently a "professional" user will upgrading to an "enterprise" user solve this problem? Thanks in advance. V
List of incoming email on Home page?
Hi On my home page I would like to see all the emails that have been received and not read. Is it possible to do this? Or perhaps there is a report? I am using Zoho with Gmail (not the zoho email app) and I need a quick way to see if I have received email. I've tried a few things but nothing does this. Thanks.
Problems syncing my Quickbooks Pro 2010 using the new beta
I am trying to avoid exporting my customer base out of Quickbooks through Excel and then into CRM because of many mapping difficulties. For instance, when I export through excel in comma seperated value form, 544 of the batch is skipped and 955 added due to "empty values for the mandatory fields". The only mandatory field I saw was last name...which is often skipped over in my Quickbooks. I'm trying to avoid hours of data entry just to export into CRM. I tried out your new Zoho Quickbooks Intergration
Zoho Email Addon | Show ALL Public Users Emails
Is there a way to set the default to view all users email communication? Thank you.
Mass update of activities
When mass updating a list of activities I am not given the option to update the contact or potential that they are all associated with, which seems like a more obvious application than mass updating the date on a bunch of activites to be the same date. If I have a list of 10 activities that I want to associate with a single Potential what is the quickest way to do this? Thanks
Task reminder suggestion
Please consider implementing task reminders similar to the following example:
Search by City, State or Country
Sometimes I want to be able to look up all the customers/prospects/leads in a specific geographic location, but the search function doesn't appear to support this. Is there a way of doing this?
Sales Order - Product Auto-Restock for Rental System
Hi, I'm currently using the CRM to manage stock and orders for a hire company. Fine for tracking leads, products and sales orders, but the issue I have is: As you would expect, when a sales order goes out, the number of products in stock decreases. However, because this is a hire company rather than a sales company, in reality the stock is returned at the end of the hire period. Is there any way of automatically re-stocking the products as each sales order is created/completed?
How to generate a list of products with their, (various), prices?
Hi, Fairly new to Zoho CRM and liking it a lot. However, one seemingly simple thing I am finding hard to do is to generate a price list, (either as a report or as a simple list somewhere), based on previously created products and price books. Briefly : I have created a number of products and two price books, 'Standard' and 'Reseller'. What I would like to do is see a simple list of all the products with the following column headings : Product Name; Product Code; Standard Price; Reseller price.
Cant pull down email templates.
When i hit send mail, i choose email template but my template does not come up. can you help?
How can I compare this months performance with last months?
I want a report - better still a graph - which shows the number of potentials added to Zoho this month compared to last month (a month to date setting). I'd like to see it on a dashboard. Even a simple this is last months no of Potentials - this is this months (so far). It would be better if it wasn't always the month - perhaps this quarter or even week. Is there a way to achieve this?
Sync invoices between CRM and Invoice
Is there any way to sync the CRM invoice section with Zoho Invoice? Zoho Invoice is exactly what I need, but I also use CRM which has Invoice capabilities which are too complicated for my needs...
CRM Gmail Gadget issue
The CRM Gmail gadget (to add a lead to Zoho CRM) never auto-fills the correct first and last name (which are displayed correctly in gmail...even if the person is not in your address book). Please fix this. It would save everyone time. PS. It would be very helpful if there was a description field (perhaps via the "+ add" drop-down)
CRM Web to Lead - How to know when I have generated a new lead
Hi I am using Zoho CRM . I have a website that produces leads and these are successfully being sent to my Zoho CRM database for approval. How do I configure email/forms in Zoho to send an email to a specified email address of my choice so I know I have received a lead. During daytime its important to process leads very quickly in my industry. Thanks Simon H
ZOHO CRM Questions
Hi I have found the CRM, and it looks quite useful. How do payment terms work for the $12 per month per user? Can we actually pay this monthly or does it have to be a lump sum? Does the CRM integrate with Microsoft Outlook when using an exchange server? Thanks Paul
help with this formula
How do i create a formula to do basic math? I am getting a syntax error and all I am trying to do is multipy the number in a first custom field by 1, number in second custom field by 2 and add those together. my formula is (${Events.Once Per Day}*1)+(${Events.Twice Per Day}*2)
Observations from a Z CRM For Blackberry BETA Tester
I have been a BETA tester for the Blackberry mobile version of Zoho CRM for about 2 months. I am current using my thrid version of the product since I was accepted as a BETA user. The application is taking baby steps right now. There is a good solid foundation and they seem to have created a solid, basic user interface. My primary interest in using the mobile version is so that I can quickly access information about active Potentials and Leads while I am on the road and make updates to individual
Transfer Quickbooks Inventory to CRM Products
Our CRM is configured to transfer only products from Quickbooks to Zoho CRM. No Sync. We were able to get 16 items the first sync, however it did not grab all of our products. We then adjusted the mapping to bring down the rest of our inventory into Zoho and nothing came down. We have tried many different mapping selections with no luck. Any suggestions? Thanks, Mark
Constant Contact
I saw that in 2007 Zoho hadn't looked at integration with constant contact. Is that still the case?
Mass Emailing
is there a way to pull a list from existing contacts in order to send mass emails too? Or designate them for a reoccuring action. I am trying to set up a monthly newsletter that will be sent out to specific customers jessica.treadwell
Custom Field Data Not Being Replicated During Lead Conversion
Hello, Please forgive me, I posted something similar earlier, but in the wrong section. We are new here. We added 5 new custom fields to our Leads area and replicated them in Contacts, Accounts and Potentials. However, when we convert a Lead to a Potential, the data in those fields is not being carried over in either Contacts, Accounts or Potentials. How do we fix this? It would seem rather strange that this is SOP. - Roger
Custom Fileds not updated when Converting a Lead
Hello, We are new to Zoho CRM, so forgive us if this has been answered. We created about 5 custom fields in our Leads and chose to duplicate those fileds in Prospects, Contacts and Accounts. However, when we Convert a lead into a prospect, those fields are not being carried over, they are all blank. Is there a backend way to associate custom fields from one dataset to another? Why are these values being orphaned? Thanks, Rober
Manual de Uso
Hola, me gustaria saber si tienen un Manual de Uso, parecido al que tiene en Zoho CRM, pero en Español. natisestrellita
upload trade show leads - there MUST be a better way
There must be a better way, but I have yet to find it. So scenario is trade show contacts that are delivered via Excel file on USB. We do at show filtering, so no leads in file, all are contacts for follow up action. Now, I have all the info but need to get to Zoho. The way I do this is as follows: 1) Mass export of Zoho Accounts and Contacts 2) Copy Zoho Accounts into Excel file containing trade show contacts. 3) Sort both Zoho Accounts alphabetically. 4) Sort trade show contacts by Account
Customizing Lead Fields for Different Clients/Campaigns?
Hi all, My company provides executive appointment setting for B2B sales organizations selling complex services and solutions....some of our clients include GE, Kodak, and Ingersoll Rand, as well as small to mid-sized professional services organizations. I am assessing Zoho as a possible new CRM for us. The difference for us is that these won't be my company's leads that we are working and tracking, these will be our clients. And we will typically never need to track what happens to a lead after we've
New in Zoho CRM - Web Forms for Google Sites
Hello ! We're happy to announce Zoho CRM Web Forms for Google Sites as a part of our Google Apps integration. As a Google Apps user, you can publish Zoho CRM Web Forms to your Google Sites with a single click. Additionaly, you can also create your Google Sites page within Zoho CRM while specifying the web form details. Lead generation, lead capture and storing of lead details in your Zoho CRM account is made simpler with Zoho CRM Web Forms for Google Sites. For more details, please read our Blogs
cannot look up an account with a "&" in the name when creating a new job
when creating a new job, we cannot look up an account with the "&" symbol. Please allow this to be updated. thanks
ZOHO CRM Email system confusion
ZOHO CRM email seems to be 2 separate systems. If you use the email module tab to access email, the features are different than if you access email through the Contact module. The email tab supports the address book, the new drag and drop attachment features, etc. The Contact module email access does not have these features. i.e. no drag and drop and it will not access the address book. This means you have to open another screen to add email addresses, and enter by hand or cut and paste. Also, the
CRM Update
Hi Zoho CRM team, When can we expect to have Zoho CRM update as you have already promised sometimes and we are still waiting to be released? Can you give us some information what new features are going to be implemented as well when really this going to happen? Best Regards C A Franky
Sort leads based on modified time on all details including notes, attachments, etc.
How do I see the most recently changed leads. This includes those leads where only a note has been added or changed. I would like a view where I can see recent updates and thus follow what is happening.
Shopping Cart
I would like for ZOHO CRM to come out with shopping cart integration to Search Fit. com or Core Commerce. Ideally, orders can come in from the website direcly into CRM as accounts and with QuickBooks; we would be able to transfer sales straight down into QuickBooks. Examples of this would be Infusionet.com or Bizautomation.com. From marketing to support, we would be able service our customers better and redcue redundant key strokes between systems.
Linking Custom Fields in Leads -> Accounts + Contacts
I have created a custom Pick List field in Accounts and an identical field with the same LOV' in Contacts. When I associate a new Contact with a particular Account part of the address fields are auto populated. However the Custom Pick List field in Accounts called County is not associated with the same field in Contacts. Is there a way of creating an association between two fields in two different modules. Thanks
Zoho CRM transfer to new Google Apps account
We set up a Zoho installation a few years ago and now want to integrate this with our Google Apps installation, however, when we try to do this, Zoho creates a new account to connect with our Google Apps installation using this domain. When we try to add the Google Apps domain to the older Zoho CRM account, it says that our email ID already exists. Any ideas?
Some issue entering Note in Gmail plug in.
Hi. I'm able to enter a contact fine within Gmail, however when I try to add a Note or other next step I get an error message (screen shot provided) I blurred out the contact info for the forum, but you see the error message. I was able to create the exact note within CRM later, but it did not work within Gmail.
Convert Lead - did not create Account
I was converting a lead in CRM. I can see it was converted to potentials and contacts. However it did not create an account in accounts.I thought it would do autometically. woudn't it?
How do I re-size the pop window that displays products to insert into invoice?
Hi. How do I re-size the pop window that displays my products & servies to insert into the invoice? As you can see in th eimage below, currently its too narrow and I cannot see the "go" button and have to keep using the "enter" button on my keyboard to submit a search for an item. Cheers, Danny.
Error when creating note from widget on Google Apps email page
When trying to add a note from the Search "email@domain.com" in Zoho CRM [Go] widget in Google Apps email, I fill in both fields (Note Title* Note Content) and get an error: Unable to populate data, please check if mandatory value is entered correctly Not sure what's causing the error.
Where is the support?
It seems every time we have any issue with our Zoho CRM we have to send at least two, sometimes three emails and wait DAYS before someone responds. I sent an email yesterday morning then again this morning and still nothing. Customer service is non-existent
Help Needed: How to use related lists in Potential Module
I am going a bit crazy trying to find a way to use a related list in the Potentials module. Specifically, I have created a look-up filed for a "Vendor" so we can associate a "Vendor" (we actually use the vendor module for our sales channel partners) with a Potential. Where I am running into trouble is trying to then have a look-up to select a specific contact from that "Vendor" with the Potential. I want to be able to click on the "Vendor Contact" field I created and have it list ONLY those contacts
Next Page