Integrating with Zoho CRM when using Google to Login to Zoho
Hello, I login to Zoho CRM via my Google Account, therefore; I do not have a Zoho password. How can I integrate Zoho CRM with Mailchimp under this scenario. Thanks, - John
Web to Lead form stop working after few days
A made a web to lead form to our website for having leads directly. For a few days it works well, but after just doesn't do anything...it is very uncomfortable if I am losing leads on this issue What might be the problem? Thanks, Zsolt
Lead Status not setup the same as Job Stage for Pipeline purposes
In theory, your Lead Status field should be able to act like the Job Pipeline...where there is a specific order to how the specific entry is worked: Not Contacted Contacted Contact In Future/Followup Lost Lead Qualified Why is the Lead Status setup differently to prevent proper reporting in the pipeline?
My Web to Contact form isn't going in to my CRM, why?
My site is in Joomla, the form says it's active and my tests don't work.
mail merge
I have a stupid question. Whats the difference between using Mail Merge to create a group email and merge fields from contacts and using an email templete. It seems to me that they do the same thing, except that using an email templete you can keep track of the email sent to the individual persons. what am I missing? when would you use the mail merge?
Lead Editing is slow
I need some advisement: Everytime I click on a Lead and then edit, a "loading" box appears and takes anywhere from one to three minutes to load. Javascript issue perhaps?
I am new to ZOHO enterprise. looking to setup a process to ensure timely delivery of product.
Steps involved : After receiving order online :- 1. Need to raise purchase order on supplier. 2. Send email confirmation to customer. 3. Recieve shipping information from supplier. 4. Ship product to customer with details of courier. against all of this i want to set expected due date and raise alarms if running late. IS this possible in ZOHO,, i would like to know how can i do this, need a starting point please.
Leads/Potentials/Contacts/Accounts for both B2B and B2C
I'm new to Zoho and have been spending a lot of time searching the forums, but thought I'd try the direct route: Our nonprofit targets both businesses and residential customers for implementing (free) energy efficiency measures. I'm unsure what might be the best way to structure our process, since for residential customers there will never be an "account" (they will exist simply as individuals), but for our businesses and municipalities I think it will be important to maintain the account structure
Sales "Pipeline"
We are a vehicle dealer that sells custom vehicles to the government. We do not build the vehicle, but we are the dealer in between the builder and the buyer. They are sold on a bid/tender process. Here is what i need to track: Opportunity Engineering Review Question date Mandatory pre-bid date Bid Preparation Bid date Intent to award PO from agency Order vehicle Pre build meeting Md build meeting Final inspection Shipment Vehicle preparation Delivery License Plate Payment Commission Payment Does
Add-ons management in User "Account Information" UI
Just a quick thought. How much will it be useful, if there is a add-on management console for each user, inside the "Account Information" UI? Right now the account information UI shows something like this : How about an Add-ons management console using which the admin could enable/disable add-ons for that user? Pls share your thoughts. Rajesh UX-Zoho CRM PS : When a non-admin user views the account information page, only the list of add-ons (minus the enable/disable controls) along with status will
This is a joke
I have a number of issues I'm trying to resolve or get information on with Zoho CRM & Calendar. All I see is a bunch of forum posts that have users like myself searching for and asking questions, without results or solutions. However, in almost every post reply by Zoho you seldom see a solution to someones problem, only "this is a very good idea, and we will indeed take this it into consideration in the future", "please email us any suggestions and we will be happy to look at the possibility of implementing
CRM app for Droid
heard that you were working on a CRM app for the iphone. will there be one for the google's android phone?
Lead Update for Campaign
Can take the thousand leads that I have and import them into a campaign with a mass update? Thanks Twin Lights Group, LLC
Products and Sales process
Hello. I am new to zoho crm and I have a few questions. I work for a company which is renting costumes. For example, I am sending one costume one day and I recieve it back 3 days later. This means that if I have in my stock 10 costumes after sending 4 of them I will have 6 costumes in my stock and after I recieve them back I will have 10 again. What I'm saying is that my quantity in stock is self-renewable every time I have a return. Is there a solution for this both for the sales order and the quantity
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
PHP Curl and Web-tocontact forms
We're trying to use PHP curl to submit to web-to-contact forms. Our code: <?php $zohovals = array(); $zohovals['xnQsjsdp'] = "xxxxxxx"; $zohovals['xmIwtLD'] = "xxxxxxxxxxxxx"; $zohovals['actionType'] = "xxxxxxxxxxx"; $zohovals['returnURL'] = "http://www.oursite.com/thank-you"; $zohovals['Lead Source'] = "Meet With Us"; $zohovals['First Name'] = $form_values['submitted_tree']['name']; $zohovals['Last Name'] = $form_values['submitted_tree']['name']; $zohovals['Email'] = $form_values['submitted_tree']['email'];
Mail Merge (Word) with a Leads Campaign
Has anyone done an easy mail merge with MS Word and zCRM from leads? I am setting up campaigns and want to incorporate direct mail in the campaign but haven't been able to figure out how to import a data set from CRM into Word without going through each lead line-by-line which defeats the purpose of mail merge. Any suggestions? Ken
color
Hi there, I am the admin, how can I change the standard color for the organization (and than for all the org users layout)? I mean: I want to choos the layout color instead of them.. Thanks
Sending mails from Google Apps
BUG: *Some emails* that were sent from google apps are not reflected in the CRM. We check the emails address of our contacts. However, if the emails are sent from the CRM they appear, unfortunately this was not done because we prefer the emails-editor-system of google. Thanks
Recent Items / My Recent Actions
Last five records are visible under the Recent Items section on the left bar. Please allow us to click a more button or control how many are visible. --- Audit Log as a Tab! Recent Actions View: My Recent Actions
Find and Merge Duplicates
It would help if we could customize the standard criteria for when we click the Find and Merge Duplicates button. When it pulls up any record with first name "John" OR any company with "Not Provided" then you have to go and clear those fields and search again, it renders it useless for most users because of the extra steps. If only I could set it so that the first name was omitted and Not Provided was never used then people would find it useful and be a decent solution next to http://help.zoho.com/portal/en/community/topic/check-for-duplicates-upon-entering-new-record
Log a Call for a Task
Please allow the ability to log a call for a task.
Unlimited Mass Email through my own SMTP server
I have read many requests for possibility to use unlimited mass emails through customer SMTP server. Unfortunatelly - ZOHO CRM still does not have this option to send the mass emails through the customer SMTP server. Here is last ZOHO answer (in another topic) from 21.Dec.2009: "But we will analyze this in our future updates. Also, we are planning the update our email editor in our future updates." But I have read simillar ZOHO answers from 2008 to 2009 year. My question 1: WHEN it will be possible
Problems with notes
Hi Zoho team We've been having a couple of problems with getting the functionality we need. Do you have any suggestions for the following problems? Problem one: We have typically 1 or two contacts associated with an Account. When people in our company deal with that account we like all the notes to be kept in one place (even if they occured from intereaction related to different people in the account). Thus we keep all the notes associated with this account with the account record, and have none
Customise Convert leads screen
Is it posible to customise the convert screen? The screen that you select the closing date and status
Export User Created Views
Hi, We have created a view of our Accounts, and want to just export matching that criteria to CSV file. Currently we can view our criteria, but cannot do anything with it. Ideally I would like to create a mail shot campaign based on the criteria set in the view of accounts. Thanks, Luke
How does Writer merge with CRM?
I see the new blog post about the new integration of Writer and CRM and Mail Merge. From reading the blog its suggesting that the features are accessed within CRM. I've been trying to find out where or how to get this to happen. Can you direct me or link me to a "how to" page? Thanks. https://blogs.zoho.com/general/new-in-zoho-crm-mail-merge-in-the-cloud-with-zoho-writer-integration
Changing the "From email address" in Templates
How do I change the "From email address" in Templates. When I click on the drop down arrow next to email, I don't see an option.
Import Calls
Hi, I'm starting the use the Call recording section to record time spent on my customers. This will save me using Toggl as a separate time recording service. Is there a way to import a csv to the Calls section so I can import old time sheets ? Also, is there any way to rename some of the fields that have the word "call" in them ? Kind Regards Jon
thank you for an exelent product
My company uses zoho CRM and we have a very good experience with it. Thank you ! Tomas. Arenalogic Military F-16 flight simulators & Aircrew Training Devices
Can not finding out the product item just added while creating purchase order
Hello, We have some issue when use Zoho CRM ,The details are as below: Two days ago, The system look very well while we created many purchase order. Let’s describe the procedure: l Clicked the Purchase order Tab, Input some necessary fields, including to create instantly a new Vendor, then clicked the Search Icon to look up products, then The Products Pop-up Windows open, We had to searched and chose the products we wanted. l Then we continued to input related fields and finished
On-Edit workflow rules are not firing
I have tried many types of configurations of workflow rules and editing multiple records and different fields within the records and can NOT get a workflow rule to trigger on edit. This is the same if i set the rule as Create/Edit or just plain Edit. Create rules are working fine, as well as field-level triggers. Am i missing something?
FORMULA "IF" WITH "NOW"
Hi I want to take the formula "IF" in conjunction with the "Now" as I do because I mark error
How to send from a Lead
Hi I am confused. I have an alias that points to a pop box. I want to send from that alias when I am in a Lead or a Potential. I get one of two results, depending on my configuration. The first is that it will only let me send from my pop box. e.g user@isp.com or even worse, when I click the send button nothing happens. I set the pop box up in the email tab (under pop accounts). I activated the zoho email add on. But I juts can't get the send to work. Thanks Dave
How do I make a dashboard of total YTD closed sales, with Totals?
Seems like an obvious dash to have, can't seem to figure it out!? I want a dash on my home page that shows Year To Date Total sales (From closed potentials), and totaled up at the bottom.
Shared Calendar Feature
In our current CRM, I can see all my staffs calendar events, in an organized view, as well as schedule multiple staff to same events, so it shows up on each staffs calendar. We really need this feature, seems like a pretty easy thing to add.
Locate map not working due to cross site scripting?
Locate Map is not working in Internet Explorer 8 (IE8), and is giving me an error that cross site scripting is the problem. I have Disabled cross site filtering in IE, but still get the error. Has anyone else experienced this problem and know how to get around it? I do not have any problems with this in Firefox or on Mac browsers of any flavor.
Vendor Module >> Ability to change Names of standard fields.
Province? In the USA, we don't have Provinces, we have States. It would be great if I could change that default field to something more appropriate for my use. Otherwise, give me the ability to delete it, so I can add State properly. Thanks.
Closed potentials
You have converted a lead to a potential but the potential does not buy, what do you do with the record to be able to attack that business next year
CLOSED POTENTIALS
You have converted a lead to a potential but the potential does not buy, what do you do with the record to be able to attack that business next year
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