Unable to Import contacts
Hi, I have tried on several occasions to upload the contactl ists for my company. We have Office 2003 and I have therefore saved the files as CSV format to make it compatible. however the web platform is refusing to recognise the CSV formatted spreadsheet! Please provide advise on how we should proceed as we are keen to test this software. abhishek.jani
formula help
I have two contacts on each lead sheet. One is the patient's info and the other is patients representative. I need to create the rep as a contact, so I use the name field. I need to create the patient as an account, so I use the company field. This works fine as long as the user know to fill in the company field with the patients name, however, it would be much easier for everyone, and prevent errors in the data if I could have a text field called patient's name and that field would be used to
Formula fields
I would like to create a logical formula in Zoho CRM, but am not having much luck. Here's what I'd like to do: We have 3 custom pick list fields. The first field has two possible choices The second field will be pre-filled (with one of many choices) The third field will be pre-filled. We would like a fourth custom field to be filled with either what is in the second field or third field, depending on what is in the first field. For instance, if the first field is "choice A," then the fourth
web to contact form is slow
I have been testing web to contact forms, and they take forever to submit the data (before going to the "thank you page." It takes so long that a normal person would assume it didn't work and try again. I tried clearing my browser, but no improvement. Any suggestions, or is this a bug? - Thanks, Brian http://www.redpelicanmusic.com
Using template mail on replays
Hi Bug: When use template mails in a replay, the template "replaced all the content" of mail. Thanks
How to archive/backup attachments?
Dear Sir/Madam, How can we backup/archive the attachments within Zoho CRM? The current backup/archive function doesn't provide that option, even the paid (USD 10,-) version. thank you Maarten
Creating users to access the same database
HI can anyone tell me how do I create 2 more users to access the sames database. I have the free edition which Iam allowed to have 3 users. Thanks in advance Ranj
Web To Case (ticket)
Hi, I've created a web to Case that works just fine (casewise) but even with the "Enable Contact Creation" selected, the form doesn't contain any "Contact" related fields, in order to "create/link to case" contacts !! 1. The case is created properly. 2. No contact field in the form = no creation of contacts related to the case.
Changing login procedure
Iam currently logging in using my FB account. I would like to begin loggin in using a ZOHO account and password that I would need to create, how can I do this and move away from logging in with FB.? Thanks
Workflow Task Problems with Assignment Rules
CRM does not apply workflow tasks to the lead per the assignment rule. Instead, it seems to assign the tasks per the web-to-lead form owner, ignoring the assignment rule. Please advise, as it's useless for the lead to go to one person, while the workflow task is assigned to someone else....
I'm Having Trouble With One Of My Users...Please Advise!
Hello, I gave access to a new user last week so that she could get assigned her own leads. I have 5 other users besides her who don't ever have any problems with accessing their accounts. However this particular user keeps stating that she either can't access her Zoho Account or gets messages upon log in that say stuff like "Sorry you are no longer connected to Zoho CRM!" I know she is active and confirmed in my system admin area so I am just so confused as to why she is the only one experiencing
Just learning CRM, Help!
I am trying to figure out how to set up a company for an aircraft charter/broker and I'm hoping you may be able to help me. I have the leads set up and am currently working on the prospect section, but this is where I am starting to run into problems. When a lead calls we take their info, where, when, how many, and then place calls to our flight provider. Our flight provider then call us back with price quotes for the trip and we want to attach these quotes to the lead, before it has been converted
More Work Flow Rules
I am currently useing all work flow rule ( Max 20) I think this i a great feature and could really do with more, please advise if this is something that is in the road map to add.
CRM Security
Does anyone know if Zoho CRM has the capability of restricting access for certain profiles based on time of day?
Fonts not showing on PDF Export
The fonts used in out quotes layout works fine when previewing or emailing but when we export the quote as a PDF - none of the fonts translate. They default to Times. ANy thoughts ?
merging contacts
When merging two contacts, you can pick which contact's data to use for a given field. For large text fields is there a way to actually combine the notes, rather than use one field's notes to over-ride the other?
Using my own email
I noticed that using the "send email" in the zoho CRM panel has a 2mb limit in attachments. I need to know, is there a way to still use my normal email client to send emails with bigger attachments but still make that email appear on my Zoho CRM leads, accounts, contacts or potentials panel, just as if I had used the zoho mail ? For example if I use my gmail account to send emails to my leads, contacts etc. How could those emails appear on the zoho panel ? If there isnt way to do this, is there a
Cannot login to CRM - Accounts & Forum, Yes.
I had been logged into my newly created CRM account for the past few days without logging out and I got back on my system this morning and continued my work of adding a Call and Follow Up, Tasks and it got to a point where it was loading after submitting my changes/addtions and it just hung there. When I attempted to reload the page, I got an error message page. If I tried to go to the main CRM sign in page at crm.zoho.com, I was not presented with a username and password box to sign in and that
Tracking Campaign Source from Web Form Submission
Hi, i have a lead web form capture on a landing page in order to gather lead data. But i want to assign a campaign source value to this lead as well. I thought that i could have used this code (hidden field within the form): <input type='hidden' maxlength='20' name='Campaign Source' value='Campaign 1' /> Data from my leads are stored execpted the campaign source within the CRM Shouldn't i use a hidden form for accomplishing this task ? Thanks for helping me sorting this out.
Webform
I would like to have a webform with mandatory fields and dropdowns. Currently the add-on provided by zoho does not offer this: http://www.zoho.com/crm/web-forms.html Any help on this subject would be very much appreciated.
Web form to lead not working
I want zoho to save the email address and first name of customers that request a catalog through the web to lead form and then automatically email them the links to download the catalogs at the same time of saving thier info into the leads section of zoho crm. I setup the web form, then I setup the email template with the links in them. however when I test out the form (after ploading to my site) it gives me nothing I enter an email address, and first name, hit save (because thats the button
Notify contact owner for Web-to-Contact form not working
I have a web-to-contact form hosted on my website. When a new contact is submitted, it is successfully added to zoho and an automatic email is sent to them. The problem is that I am set as the contact owner, and I have checked 'Notify contact owner', however I am not receiving any emails. I have checked all Spam and Trash folders and it is not being forwarded there. I don't think the email is being sent. Any help?
LAST DAY to sign up for Vana Workforce (built on Zoho People) and receive a FREE Implementation and Configuration
Don't miss out the opportunity to receive FREE implementation and configuration support of Vana Workforce, a value of over $500 dollars if you sign-up before Monday, September 13th 2010. Vana Workforce is a Gartner recognized HR and Talent Solution built in Zoho. Leading companies including Movial Finland, FrontLine Staffing, IGLOO Software, Creative Interface, Empowered Nutrition, Bennington-Rutland Supervisory Union, Brentwood Schools, and many more have selected Vana Workforce to power their
Edit the tasks list fields on the homepage
Hi, Is it possible to remove certain columns in the tasks lists field on the homepage? I logged in this morning to find the 'status' field is being displayed - I dont want it displayed because it makes the screen too wide! Please view the attached screenshot
Add more that one product at a time
Hi I really need to be able to bulk add products to invoices. I add a minimum of 10 products to any one invoice and it's doing my head in the way i have to find a prod in the product selection screen ( i have a lot of porducts) then click add then do it all over again. Is there a way that i can select all the products i want and just add them all? Cheers
Address Tab Order
Please correct the issue on my account where the tab order for the address (mailing street, other street, city, state, zip) does not work properly. It skips over "other street" and "state" every time. I have tried adjusting the tab order from left-right to top-down and neither work.
No Database Backup? Can't be true.
Using ZohoCRM, it appears there is no full backup option without paying $10? This can't possibly be true. I'm sure I'm missing something. Can someone let me know how to daily backup the entire database? I'm not talking about doing individual module exports (which not only is a pain, but only allows 3000 records and only 2000 if you're running a report). I'm talking about the FULL database with all interconnecting tables so that the database can be rebuilt if a server crashes or if there is an accidental
Sales Stages/Pipe
I'm taking a look at the ability to utilize the potentials module for tracking projects through their various sales stages. One thing I am having issues with is "Closing Date" Often times at early sales stages in our business, closing date is unknown until a request for quote is recieved, and or goes out tender. However prior to this, there are a number of sales stages that we require to track. I was unable to rename "Closing Date" to something that would be less confusing such as "Estimated
The Disappeared - email sent
I sent an e-mail to a contact. It was definitely sent (I bcc:ed a copy to myself, which went through). And it was definitely recorded in the 'Send Mail' area of the contact record (I checked before). But now ... it's gone! No trace of it on the contact record. And it's not in the recycle bin either. Was it something I did? Can someone suggest how I should send emails next time so something like this doesn't happen again? Or ... this is a bug?
Can I change the USERNAME???
I just want to know if I can change the username of any active account in the Zoho CRM, I know that I can change the name, nickname, email, etc. Please if someone know how to change the username tell me!! I think that for any company is very important to put in the username the job position, because if someone is fired or quit, you can conserve all the information and assign it to a new person.
Keyboard Shortcut for opening your Activities area in the CRM module
After completing or rescheduling a specific task for an Account, the page automatically scrolls to the bottom of the page. This is annoying, and I've heard there is no fix. That being said, are their Keyboard Shortcuts (similar "MS office") which can save users time and navigate quicker? More specifically, is there a KeyBoard Shortcut for opening (going back to) the Activities area in the module ?? -- (IE - the list of overdue activities, etc)
3 Questions for business-to-consumer setup
CONTACT and ACCOUNT Relationships 1) We are primarily a business-to-consumer company (we are a school and our product is classes). Many of our customers are the children in families. If SON is our "account" (he's our student), we would list his MOTHER and FATHER as contacts on his account. But what if we then add DAUGHTER as a student, or even lets say that MOTHER also becomes a student. How do you suggest we deal with this inter-relationship? I've thought about making the family name the account,
List the multi-select options that are selected, instead of side by side.
In creating quote & invoice templates i've included fields that display the options that customers wants a price for. These options are selected from a multi-select field. At the moment the view of the items selected is showing them all side-by-side but I want to be able to list them one on top of the other. Is this possible and if not then can it be possible in a future update? for example instead of showing: face painter;balloonist;henna; I'd like it to show as: face painter; balloonist; henna;
Navigation column
Left side of screen has constant nav links to "search" , 'recent items' quick create, calendar, clock. I want to re-arrange those so the calendar is the top item, quick create does not show etc. Can't find any access to nav in set up. Thanks tonydmw
Read / Write Access to Contacts, Address, Call History
I have a question. I am a newbie developer who is aspiring to write a web application that works with Zoho CRM. I would appreciate any advice. I want to know if it's possible to write an application that can read contact data from Zoho and then write contact data back to Zoho. Is this possible? If so, what is the best language(s) to use to get this done? Thank you in advance, Chady
Six degrees of separation...
One of my long term dreams for CRM has been to see how my contacts may be related to one another. We use Thomson One at our work, and it has a pretty cool feature I just discovered that you can enter any two names (primarily senior management or board members of public companies) and it draws out the connections between the two people, including all the middle steps. For instance the CEO of company A (who we know well) also sits on the Board of Company B with another board member who is the CFO
Mass linking between records
Here's the situation: From another service, I've exported CSV files for my 1000 contacts and my 15 products. Each of my 1000 contacts is associated/linked with some combination of those 15 products. Into ZohoCRM, I have to import my 1000 contacts and import my 15 products and link them correctly. I know how to import the 1000 contacts. I know how to import the 15 products. What I need is a way to automatically keep the association between the 1000 contacts and their respective products. It
Is there a way to show Event date/time on the Contact or Potential detail pages?
On the detail page for a Potential there is a section called Open Activities. When I add a Task here the "Due Date" for the task is displayed. However, when I add an Event, the Due Date is blank. If I print this page, using the Print Preview button, before going to a meeting it doesn't list the Event dates/times, so I have to remember to also print the actual Event page. My suggestion is to eliminate the column called Activity Type (from the Open Activities and Closed Activities section of the
How to easily view or export all info related to a potential?
Our sales process might be a bit unique. We are a consulting business, and our process in many cases amounts to doing the work first, and then needing to show the client what work was done over the previous year in order to get paid for the next year. We need to see easily all the emails sent, all the meetings, and any specific tasks associated not just with the potential, but also those that are associated with the company and all the contacts at the company. There will generally be anywhere
Help Needed with Fields / Leads - Contacts - Vendors
Hi. I need some help. Either I'm not understanding the work process, or I'm experience some bugs. In my industry I offer a service, not a physical product to sell. I have a webform in which potential clients can send me their info, into a Lead Form. In some cases Vendors are filling this form out to work for me. Not the best solution, but there is no Web to Vendor form. Once they are in as a Lead I need to make them into a Contact and associate them with their Vendor company. However I can't
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