Service/Support Tracking
I need some help here. My organization sells capital equipment and much of our equipment includes a set amount of support time as well as a warranty. We also provide support outside of warranty at $95/hour. I planned on having our admins create a case which would then be approved and distributed to the appropriate service technician. To complicate things, we bill a minimum of 2 hours. If the customer only uses 45 minutes the first time they call in, they'd have a balance of an hour and 15 minutes.
Tasks: Related to information inadequate
I understand that tasks are directly linked to each "account" or "contact" or "opportunity/job" "or "prospect". However, there is a serious shortcoming with what ZoHo allows you to see. Task view tab: When a task is created for an opportunity/job, ZoHo only lists the direct "related to" fields. In the case of a job task, only the job name is able to indicated. This "related to" field should also include the underlying account because otherwise there is no reference to what you are looking at.
Potential page crashes in Chrome for Mac
When trying to view a potential page, Chrome immediately crash and the tab is closed. Only happens in Chrome for mac (both the stable and beta release). Works fine when checking with Firefox and Safari.
CRM - Accounts window - how can i customize
Hi - when viewing an account, I want to be able to see which contact each of the closed activities pertains too...can this be done?
Web to Vendor Form
I would love to be able to make a Web to Vendor form. I get a lot of inquiries from people that would like to work with me, or to provide their services to me, and I'd love to be able to direct them to a Web to Vendor form, so that I can get them in the right place. Currently I have to manually enter all the Vendors and potential Vendors. Any way to do this ?? Thanks
Your Organization does not have a Zoho CRM account
I have added the Zoho CRM for Google Apps but only the admin user jude@infiflex.com can access the app but the other user asamanya@infiflex,com cannot access the crm app it igives an error "Your Organization does not have a Zoho CRM account" , In the Setup>User > Account Information section the username asamanya@infiflex.com sho.ws "username" not confirmed. Please advise.
View using lookup field not working after deleting field
I added a lookup field (campaign) to accounts and created a view based on this field. Afterwards I deleted the field from accounts and since I removed this field I wanted to remove the views that used the field, but as soon as I select the view I get an error; therefore I cannot delete the view. The worst part is that this becomes the default view, so whenever I visit the accounts tab I get the same error. Is there a way to delete a view without having to select it on the accounts tab?
Mass Emails
Hi Guys, On Zoho we ar able to send 250 mails per day, which is great but when I have a mailshot covering say 5000 contacts, is there a way to filter out the contacts that have been sent the mailshot. ie If on Monday I filter contacts for a mailshot and come up with 5000 contacts, and send 250 emails, how do I know on Tuesday who I have sent them too? Not sure if my question is too clear, but any help would be great. Thanks Jim
Mail setup
Do we need to purchase the mail add-on to just send/receive email from our pop3 account?
How to add the chart into my home page?
How to add the chart into my home page?
Cannot View Dashboard Graphs
Hello, Some of our users can no longer see the graphs on the dashboard page. Each graph block indicates that the data is not available. There is one person that can see the graphs only when they click on the magnifying glass in the bottom right hand corner and it pops up in a separate window. I can see everything on the page just fine. With regards to the dashboard, everyone has the same level of permission. We tried deleting our Internet cache as well as our temp files and it has not fixed
gmail activity sync to Potentail contact
OK, spent 5 hours and am stopping. I must be stupid. I setup gMail w ZOHO and expected that any email sent to or from a Potential contact from gmail would update their profile so I would have a running history. Well . . . not working. There is no wizard, no clear instructions, and even the support video is wrong: ex - there is no "profile" item for me to select where it says I should. I feel this should be easier to setup, and can't afford to waste another 5 hours. Is there any help for morons like
Mass Email
Dear Sirs This is my 3rd Email asking about a solution to this issue. If I have more than 800 Leads and I want to Mass Email them, what can I do? I'm restricted to send only 250 a day, and there is no way to mark the Leads whom received the Last Email Campaign? Kindly help... Mustafa
How to track email in zoho crm
How to tack my mails in zoho crm
email template bug
Hi, I have previously created numerous email templates, with no problem. Today, when creating a new email template, I keep getting an error: "only 32000 characters are allowed in your email content." I am quite sure that I am below this limit. It won't let me save. When recreating the email template with minor differences and different template names, I get the same problem. If there is some kind of bug that is triggered by certain syntax etc, please let me know, so can just avoid whatever
Show / Hide Deferred Tasks
Hello Community, What is the way to hide Deferred Tasks from our task list view? At one point I must have figured out how to hide "Completed Tasks" but I dont know how to hide the Deferred ones (and can't remember how I hid the completed Tasks either) Help much appreciated!
Notify Case Owner not Working
Hi, we have some web to case forms setup. When a case is submitted, a case is created and the customer receives the autoresponse - so everything is working fine on that end. However we have "notify case owner" selected and the case owner does not receive a notification. We have checked our spam/junk folders etc and this email is no where to be found. Is Zoho currently experiencing any issues with this feature, or have any advice on how to correct it?
Zoho CRM - list of problems
Hi I am trying out Zoho CRM for the past one week. I am not sure if this is related to browser issues. The face the follwing problems I am using IE 8.0.7600.16385 Google Chrome 5.0.375.99 [A] In 2 out of 5 times, I am unable to login to zoho crm. It does not display the login box. In the place of login box I see loading... please wait and it stays loading for a long time. This happens both with IE and chrome [B] Unable to see cases and activities for contacts. Sometimes at the bottom
Dialing from VoIP phones
Is there some way to dial numbers using a sip based VoIP soft-phone? I use Siptapi software that should be able to call any TAPI number. When I click on a number link in Zoho CRM it opens up the dialler interface but does not start dialling the number.
Problem with CRM API call
Hi guys. I have a problem with a CRM API call for fetching the list of Accounts from Zoho Creator. Let's say I paste this in the browser: https://crm.zoho.com/crm/private/xml/Accounts/getRecords?apikey={MY_API_KEY}&ticket={MI_TICKET}&fromIndex=1&toIndex=200&sortColumnString=Account Name&sortOrderString=asc It returns an XML that contains the whole list of a Accounts. However, if I execute this code from the Zoho Creator: // Generating the ticket ticketStr = rfm.crm.getCrmTicket(); // Getting the
Reclaiming storage space from deactivated users
I noticed that some of our storage space is "used" by users who are no longer active. How can I get to their account and delete the files so that I can reclaim that space for active users?
Form-to-Contacts field order
Is there any way to control what order the selected fields for the form are presented in the final form. You can only check the boxes if the fields you want but I do not see a way to dictate what order they show up on the form. Thanks, Craig
Add "Letter" capability to "Send Mail" B
Would it be possible to edit the "Send Mail" button to include the ability to send a standard letter from a template? Being that I only have one monitor, as it is I have to go into Zoho CRM, print out the contact information, then type that information back into MS Word to address a letter. It would be even better if that capability were even expanded upon to somehow be able to print multiple letters via mail merge. This was a nice feature that I used to use a lot in ACT and would seem like an good
Sync Zoho business Contacts with CRM contacts
Is it posible or in plans to allow sync between Zoho business Contacts with CRM contacts, or with the contacts in a group in ZOHO Business?
It would be great if the "Next Step" field in a Potential could dynamically update
Right now the "Next Step" field is just an empty field where you can place text. It isn't really useful for keeping track of what the Next Step should be since you can't set a date it needs to be completed by, assign it to a user, get reminders, and mark it as complete. So in the current implementation it is pretty useless for me, but the idea of having a Next Step field for a potential so that you can quickly scan through all your potentials and see what you need to do for each...that is very
Is there any way to add a variable in a field that is hidden (Twitter example)
I'd like to create a field for my clients Twitter name. Usually that name is something like this without the @ sign: @TwitterName What I'd like to do, is set up the field so that all I have to do is enter their twitter "TwitterName", and have ZohoCRM insert the rest of the link hidden, so that when I view the record and click on the name, it goes to http://www.twitter.com/TwitterName How can I do that? Is it a formula?
Side bar idea
How about "Favorite Accounts" for quick access??
Client tracking system needed...
Is there an app in zoho that manages and tracks your clients by generated them with a membership number once they are entered into the system.
Contacts and CRM
I've been trying to get started with Zoho CRM, and I has a question: I understand the need to have separate Zoho Contacts and Zoho CRM Contact applications, but why aren't they better integrated? Shouldn't the CRM contacts show up as a separate group within the Contacts, and shouldn't we be able to share contacts from Zoho Contacts into CRM Contacts? Mike
How can I send template emails to a different recipient (than the record the data is coming from)?
Say I make a nifty template email to pull all the data I need from John Doe's contact record in CRM. I would like this data to be sent to Bill Smith (not John Doe). So far, I have to manually change the recipient email address before hitting send. Surely there is a more elegant option (otherwise will get occasional screw-ups). I'd appreciate any suggestions. - Brian http://www.redpelicanmusic.com
Mail Merge Needed Badly
It just seem ridiculous that we have no way of creating documents other than e-mail templates. Either give use the ability to mail merge out to word. Or better yet integrate Zohowriter or Goog Docs into the product so that we can create a packing list, work order...whatever.
Understanding Cost
I know at one time when I first setup Zoho CRM over a year ago, the first 3 users were free and we were charged for the 4th and up. Has this changed?
Maximum amount of characters in composing mail
When trying to send a large mail, a pop up appears with the message that there are only 32.000 characters allowed in the mail content. This is often not sufficient. It seems that using another template will not help as a character limitation of 32k is indicated. How can I overcome this?
What are the differences in functionality and possibilities between mail merge and using email templates?
What are the differences in functionality and possibilities between mail merge and using email templates?
Trouble accessing CRM?
Is anyone else having trouble getting into the CRM tonight? I can access all other Zoho products..I have cleared my cookies/cache etc...still coming up as "Can't Display Website" error... :(
Attach from Docs | Shared Docs / Group Docs
When can users anticipate the ability to attach documents from zoho docs to emails?
Practical Workflow Definitions
In most professional methods a Workflow is beginning process to end, with variables of IF and THEN and WHEN. For example: IF (a) is triggered, THEN (b) task, WHEN 7 days, THEN (c) is triggered, IF (d) field is (variable), THEN (e). All this is ONE professional workflow. But in zoho this is divided into 5 workflows. Why does the Workflow in Zoho stop after one Task or Alert, then require to make another 'workflow' to follow it? Then zoho limits Workflows to 10 workflows. Doesn't make much sense.
Exporting Contacts Corrupts Chinese Fonts
Hi, I have a custom Name field in CRM, which captures the Chinese Name of my customer. When I export this to CSV, the text becomes strange garbled characters, instead of the Chinese characters. How can I resolve this problem? or get the export to show me my Chinese names? Thanks, RIch
CRM - Capturing Email Communication
It looks like there's been discussion and ideas surrounding this, but thought it was worth sharing my opinion on the CRM email functionality... I'm converting from Salesforce and feel that with a couple additions / enhancements, email handling within the CRM can be definitively superior to Salesforce. I believe one of the fundamental tenants or goals for any good CRM system is to be the single-source, system-of-record for all communication with customers and potential customers. Customers should
Using a Company Email Address in CRM
Is there any way to send an email from the CRM (either directly from a contact or via an email template) with the "From" address as an email address other than any primary email address of the CRM users? For example, can I send an email from the address support@mycompany.com even though that's not the primary address of any of our CRM users?
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