CLOSED POTENTIAL
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
ZohoCRM SSL
Is SSL available with free version of ZohoCRM? If not, is it available with an account upgrade?
CRM Calendar - view changes dates when I selct a different viewing option
If I jump a couple of months ahead in the calendar to see what is going on with events etc and for example I am looking at 5th December 2010 in 1 day view. If I decide to change the view to 30 days to see what surrounds this day the date jumps back to the present time with the new view and then i have to navigate my way back to the same time again that i was just at. Can you please fix this so that the view change can occur without the date re-setting? ...Or at least provide an option where that
closed potential
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
How about not directing me into forums while trying to log in to CRM
This new "feature" of forcing me into forums with no clear link to get into my CRM sucks.
Trouble for users logging into their Zoho CRM accounts through Google Apps link
I added an account to my Zoho CRM and than when I go to the Google Apps email page and click more... But the user receives a message stating that they do not have permission. I check their account and everything checks out. They are active and validated. Any ideas on what's going on?
Customize Field Names of non-custom Fields
I would like to customize the field names of non-custom fields. There are several default terms used to identify default fields that do not align with our business. The term Closing Date in Potentials is a good example. That field needs to be called Contract Date for us. In our business, the term Closing Date refers to the date that a home buyer "closes" on their home and takes ownership. This is typically two to six months after the Contract Date. We do all of our forecasting based on the Contract
workflow which creates task
Hi, I created workflow which creates task for quotes, When I look at details of this task - there is contact name empty - it should be related with contact. Best regards, p I posted twice - so I cite also second time - maybe will be more clear: Hi, I created workflow which creates task when invoice has "not payed" status. When I look at details of this task - there is contact name empty - shouldn't it be related with contact - same contact as invoice? Best regards, p
Vana Workforce
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re: duration of beta testing
ZOHO crm to Quickbooks Integration Expert or Mr. Rajeshkannan, You guys are doing a very great job! Zoho's contributions to the global business world is history making. Although many people are commenting on the need for integration to online accounting software, I too know and believe that integration to traditional "owned/licensed" software is the right priority for now. I will not ask when beta testing will be complete, but I would like to ask how long the QB integration has been in Beta testing?
"home" tab. How to hide closed potentials?
Firstly, great product, thank you! My question is: Is there a way to hide the 'closed' potentials on the 'home' page? I have the dashboards all laid out great, but now realize closed deals take up the entire potentials window. Which makes the that particular dash useless now... Thanks!
Reports
I am trying to change the columns in some reports. When I open each report the list of columns I have chosen is different to the columns that are showing on the actual report....anyone else having this problem? If I add the correct columns again they appear twice in the actual report.
How can I handle two CRM for two differents projects with a single account?
Hi, I have an accont for companyA and I wish to open another CRM for companyB! Is it possible with a a single account or should I register with another email and open a new account? Thanks for help
Wishes for the further Zoho development in the areas: Leads, Email history and Data access security
We are new users of Zoho CRM, Enterprise edition. We have used the system for 1,5 months now, and still implementing some customization. There are some obstacles for the full system customization and therefore we would like to post some wishes for the further Zoho CRM development, that would make the system even more flexible and user-friendly: 1. It would be wonderful to have Leads not as contact persons, but as companies. In our company (as in many others) we are first of all interested
Copying set of CRM
Hi, I have been using CRM for 3 years and am very happy with it. I am trying to help a friend set up his business in CRM and I would like to copy my set up into his account. Is there an easy way to do this? It would only be a starting point as he would need to modify it a little to suit his needs Thanks Dan
Segmenting Customers
How do you upload you client database into segmented groups? For example, we have several different customer groups such as dealers, sales representatives, retailers, etc. How can my contacts, leads, potentials be segmented to these different groups?
How do I edit the Quick Entry Fields Layout?
When I am making a Quick Entry on the Vendor the layout is not correct, and I'd like to be able to fix it. Currently its: Street State City Country Zip Code That's complete not correct for USA flow. It should be: Street City State Zip Code Country I've had to a number of times, correct my own entries, because it's mislabeled.
Zoho CRM Task integration with Google Apps and Gmail Email
Hi, I have looked in forums and tried 10 different ways, but still cannot figure out how to add a task to Zoho CRM from anyplace in Google Apps that is at all relevant or integrated. I have attached a screenshot from an email and it seems there is 90% integration but don't understand the following: 1) I have email (google) integration with CRM and it works very well. However, I can add a contact, lead and event in CRM from an email in Zoho CRM and it goes into Zoho CRM. 2) I can add a contact and
Problem Creating Sales Orders and Invoices
Hello, I am a small business usingg 2 licenses. I actively use Zoho CRM, and have been trying to be more active with the use of the Potentials/Sales Orders/Invoices. All of a sudden, I can't create any Sales Orders or Invoices. I fill out the form thoroughly, but when I click to save, it gives the error: Unable to process your request Click here to go back. I have tried in different browsers, clearing cache and cookies, logging out and back in, but nothing is working. Is there something I
New appoinment/activity cannot be linked to an account/contact
I have created a new Appointment and would like to link/associate this activity with an account but when I click on the search binoculus, nothing happens. Is this because I have a Free licence or this is not a feature that works in the calendar. I am copletely new to Zoho and I am testing this CRM to see if it would work for our company that has 30 users. Thank you Robert
Need Help associating an EXISTING Contact with an EXISTING Vendor
I have been able to create a vendor and new contacts associated with that vendor. However, We have a salesperson who was working with one of our vendors and has changed jobs. Now they work for a different vendor. Much of the contact info is the same, and I also want the contact's history to transfer with him to the new vendor. Can anyone tell me how to do this?
date stamp
can I have an automatic date-stamp when I check a (custom field) box? If so, how? (not the general stamp for when record is modified...but a date stamp specific to that box being checked)
Questions about e-mail integration (Google Apps/Gmail in particular) and storage
We currently use Google Apps for our e-mail and would like to associate incoming messages with the Contact/Lead in Zoho CRM. After looking at the information and video about the Zoho Mail Add-on it looks as though that would do exactly what we want. However, I can't find answers to several simple questions, so I'm hoping to talk with someone that is already using the Zoho Mail Add-on. 1) Zoho Mail uses POP to pull the mail from Google. Is the mail left on Google's servers or deleted from Google
Creating custom quotes
trying to create a custom quote form and would like to auto populate some of the information on the form from information that is in the potential Example in potential I have a custom pick list field call "num of passengers" On the quote form I also want the number of passengers listed. How can I automatically get this information into the quote without having to reenter.
Can Admins login as a "general user"?
As an Admin, I sometimes forget that what I can see may be different than what other users can see. Also, when training, I would like to use an account that best reflects the interface that the students will be seeing (not my Admin interface). Is there a way that I can login as a typical user to see what they see? If I have to create a special user just for this purpose, it would be nice if I wasn't charged for this account, since it is not an account that would be "used". Thanks.
New Icons in Zoho CRM - Documentation
Here is a select collection of the new icons that was designed recently for the CRM documentation Rajesh UX-Zoho CRM
Email Collaborating with Contacts
It appears that email add on does not collaborate with contacts. When I type a name in an outgoing email, I had expected it would look for emails that looked like what I am typing, and give you a choice and you select the correct one. That did not happen for me. I manually typed in the email and the cc name and sent the email. I went to the contacts and nothing was recorded or connected between the email and the contact. Actually below is a place foe me to type emails to share this with, however
Convert String to Number in CRM
I have a picklist that I need converted to a number and then used in a custom formula. Is there a way to do this? Or, is there a way to use custom formulas, in a new formula? This is used for a custom qualification process. There are 8 categories of qualification, including: budget, need, authority, timing, etc.. Each level of qualification corresponds to a number: 0-5 Instead of using a number, we use text so that we can clearly describe this range: 0-5 Each category of qualification, corresponds
Zoho Account ID
We have data corruption and we need to correct it. How can we get a data export that will include the Zoho unique account ID's so we can match them up to what we have stored in our database?
Contact becomes new account but now has no address?
I have on several occasions added a name and address as a contact or converted from a lead then later had to add a new account name for that contact. The problem is that adding this Account from the contact popup window, you have to retype in the address since it is not carried over from the Contacts address. If you create a new Account for a Contact you should have the option to automatically copy the address from the contact to the new account without retype.
Zoho Mail Add-on & Gmail (Google Apps)
I presently use Gmail (Google Apps) for all my company emails. With the new Zoho Mail Add on, will I beable to configure my settings to allow the CRM to route all my INBOUND & OUTBOUND emails through Gmail like zoho mail? Will all these inbound & outbound emails be autmatically logged in the email history to the relevant Contact/Lead within the CRM? Like the zoho outlook plug in, is their a Gmail Plug-in? The bottom line is that I am commited to Gmail but at the sametime am also very commited to
Synching Zoho info to mobile device
As things are now, I can put all my contacts, accounts and calendar info into the CRM module. Then I can sync the info with Outlook using a plug-in and finally sync my phone to Outlook through iTunes as I do now. Is that correct? And if it is correct, I suppose that my contacts and accounts will be merged into a single file as will events, tasks and calls? And finally, using another plug-in I can get to my Zoho mail account inside the CRM module?
Only day and month
Could you please explain step by step how I can create "User View" with the field where the day and the month of the birthday can be seen but not the year. Can that be done using "Free Edition" ?
ZoHo CRM for iPhone?
I did a search but couldn't find anything on the forum. Is this in the pipeline, and when can we expect such an application for the best phone ever?
What's the limit for "insertrecords" and "updaterecords"?
I'm planning my application to create a number of leads, accounts, contacts and events each day. Given the API limit of 250 / per user, I want to send these through in batches. Does anybody know the theoretical and practical limits for "insertrecords" for leads, accounts, contacts and events/activities? Thanks
Certificate Error on Web Forms
Hi, I have created a web form and added it to my website. When you click submit on the form it pops up with a certificate error stating that their is a web address mismatch. Please advise how to resolve this. Thanks.
Quote & Products Customization
I need assistance customizing the following: A. Quotes - 2 separate outputs I have tried unsuccessfully to accomplish what I need by working with the templates. Currently using the free version, but trying to get it ready to release to my company. The above items prevent me from doing a Zoho roll out. The requests are: 1. On a Quote the product section needs to include a greater amount of description detail and spaced properly for print and email output. 2. I need line numbers to appear on the quote
Email template From Address: General email option?
Is it possible to have emails sent from the Email Template have the visible "FROM" address be changed to a general email? Such as INFO@xxxxx.COM? Thanks.
A custom field be filled automaticaly once another filed value is updated (or created)
Hi: Have a question: For example, in Contacts Form, we have [First Name] and [Last Name] fields, now, for some reason, we created a new field called: [Customer Name]. (mapping the value with Quickbooks' Customer Name field). Is there anyway that I can setup a "Rule" that I can update the [Customer Name] field once the First Name and Last Name are created (or updated)? Seems simple, but I don't find anywhere. Thanks.
Can't Import Contacts
I keep getting an error when trying to import my contacts. I have tried importing them as an xls file as well as a csv file. I removed all apostrophes from fields in which they were present. I keep getting an error for checking for combo box, filters, etc Mitchell Kessler
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