Knowledge Base security setting error message with FireFox
I went to enter the Knowledge Base in the Help section and got a warning that the authentication is misrepresented and poses a risk. I assume that the code is listed with another Zoho address by mistake but would like to confirm that and ask that the authentication be corrected before use. Ken Walker
Potentially new customer has question about Zoho CRM & Email Integration
Hi everyone, At the moment I am doing some research into how I best use CRM and email within my new business. I am currently looking into using a hosted exchange service which will provide me with 'push' email, calendar, contact sync to my iphone which is important. I understand Zoho CRM works over a mobile browser but what I wanted to know is how well integrated it would be with sending out notification emails to my domain name and can I sync the built in CRM calendar&contacts with my exchange calendar&contacts?
Web-to-Case problem
When I get to step 6 of the new Web-to-Case form generator and click "Generate Web Form," I only get an error message that reads "undefined." There is no HTML code. Does anyone know why this might be happening?
Need Help in Sync Events in CRM with Zoho Calendar
Hello, I need to know how can I synchronize zoho Events Calendar with Zoho Calendar. Means i have setup a field of date time value into Potential Each time i will enter the date and time the details should go and get stored into the Zoho Calendar.. plz Let me knw How can i Do this???
Predictive Typing?
I know this must have been mentioned in a previous thread, but it would be really helpful to have predictive typing added in field entries, including Look Up fields. Example: In City field, when I type LO, a sub menu should appear that says, Los Angeles. May be this could be based on my historical entries. Also on Look Up fields, it's really tedious to click the icon to look up and get the pop up window to then have to find and select the proper look up Account. Would be great if I just started
Allow Emails to Generate from within CRM from the TASK alert.
I created a task alert to notify that a email needs to be sent to a Lead. That email address shows up in the Task alert fine, but it only allows me to click the email, thus sending me to my email client, and not creating an Email within CRM, so it can be recorded. In order for me to record the email, I have to click the contact to get out of Tasks, then click Email on the Leads contact, and then click Activites > Tasks, to go back to my tasks to do the whole thing over again with another Lead. If
Workflow alert
Hi, Right now, the workflow can only send alert to internal user. I want to send mail to leads or contacts when workflow rule applies. Is it possible? George
Email Template Merge Question
Are there substitution variables if a merge content isn't available on a record? For instance if on a email template I have: Nice working with ${Leads.Company} today. If the lead has no company and the lead is an individual, would it be possible to just put a substitution variable there, like {you} So it would read, Nice working with you today. Thanks. pk
How do you create a pick list field that auto fills another field?
I am new to this and am trying to do a form in zoho by remaking the purchase order form to be a shipping form. Basically I want to send shipping information from an account to a shipper for them to pickup and ship my items. I cannot for the life of me figure out how to set up an "auto fill" feature in this form. Please help.
Change the "From" Email name, not email address when sending emails from CRM
When I send an email to a lead from the CRM, it is using the correct email address, but it is also using my name (i.e, my first and last name from my Zoho CRM account). I want it to use my company's name instead. So, instead of John Doe <john.doe@johnscompany.com> I want it to be Company Name <john.doe@johnscompany.com>. How do I do this?
Dashboard Charts
Hi Zoho CRM team, I have been testing the Zoho CRM system compared to the Salesforce, I like what I see, however I found that the charts within the dashboard are a letting the system down slightly, such as the types of charts, for instance I notice that there is no Gauge Chart, which is quite valuable to see how your business is doing compared to a target you have set. Are there any plans to improve this section of the CRM suite. Regards Paul
Mail merge contradicts Zoho mission
Zoho is supposed to be accessible from anywhere. I'm supposed to be enabled by it's ease-of-use as a 21st century entrpreneur. But the new mail merge feature tied into MS-Word is a nightmare. I'm up at work trying to do a merge and it's asking me to download a plug-in. Fine, did that, but now my computer needs the Active X control enabled, and I don't have such admin privileges to enable this. This is not only counter-productive (chained to home compluter and or download plug-ins and Active-X everywhere
How Can I trigger an event reminder once a check mark is clicked?
I was wondering if it would be possible that after a user clicks a checkmark or a button of some sort the crm will then start a timer where in 2 days time if another specific checkmark/button has not been clicked it will issue a reminder via email. It will keep checking to see if that chckmark/button is clicked/checked every 2 days until someone clicks/checks off the button/checkbox. is this possible?
[##17063##] Odp: Zoho CRM Data Migration Error - Contact-Roles file
I have Professional edition that theoretically allows me to import 10000 records in one CSV file. In fact its import about +- 2000 records and send error e-mail. I reported problem by e-mail (see attached e-mails). After 2 days of waiting I called support and they redirected me to somebody more expierienced in data migration. I told him that at the begining I used Free edition to make development of import procedure. Specialist tested everything - even if I have all THREE colmumns in Contact-Roles
You are invited... to design an icon for Quotes
So how about doing a little collaborative excercise? We invite all those who are interested, to take part in designing an icon for "Quotes" / "Quotations". Currently the icon we use for "Quotes" is - a couple of papers printed with a "$" symbol . But for those who do not deal with "$" currency, this may not seem fit. So we are proposing a design change in that icon, that is understood by most of the users. When does a Quote is raised? When the seller was asked to give a formal price quote for a product.
Duplicate Views
How do I duplicate or clone views? Any help is appreciated...
Cannot save changes to a contact.
I am having problems associating a contact with an account. I opened the contact, chose to edit the account field, and looked up the account name in the pop-up window without any problems. But when I click save, the system becomes non-responsive, and the changes are not saved to the record. I can see a green loading wheel appear next to the "Contact Details" page header, which continues to turn for the full 5 minutes I waited for the system to respond. The bottom left corner of internet exporer
Auto number - strange format in my report
Hi I am having trouble displaying the correct format of an Auto Number field that I have in my Leads module when I generate a report on that data. In the View the field format is correct, however when I create a Report over that data, the field format is very different. This field is called 'Identifier' and it is an Auto Number field sequentially increasing in value, with a prefix on the front. So the number correctly appears as follows in the view: "ID-1234". However, in the Report over that record
Can we place a link on main page to a specific report ?
Hi, I have a problem, I have some customized reports that I ahve made on specific filters. However, when I reveiew my team, I go to the specific report and make changes in the potential(like changing closure date). But, after the editing, Iam forced to go to the Potential Main page. And then If I have to come back to same report, I have to again lcick on the main report, wait for it to reload and then again click on the spcified report. This takes a lot of time while reviewing my team. Is it
Tasks Suggestion
Is there any way to add a third Lookup Field into the Tasks and Events tabs so that we can tie a scheduled Task/Event to three items? We should be able to tie a task to a contact, an account, AND a product. The way it is now, we have to tie it to a contact, then choose either account OR product, but we can't do both. Anyway to add it to next week's update? James Bowie
Transportability of Zoho Database to Commercial Databases
I just registered with Zoho, now beginning to develop the free edition. Is a more fully developed database - say 1,000 records - portable to a commercial or opensource database? If so, any restrictions? I apologize if this topic has been covered and I just have yet to see it. Thank you! Mike Elsesser mike@fntwsales.com
You have signed up... So what's next?
I am willing to know if this idea might help the novices and newbies to setup CRM quickly. Feel free to share your thoughts and opinons here. A small Intro: A kickstart helper / Wizard process which will guide you to setup or customize Zoho CRM to match your business model. This kickstart helper will have generalized pre-designed packages. For example, CRM for Retailers, CRM for Services offered, CRM for Telemarketing etc. These packages can be used as a "Starting point" to further customize for
How do I edit the label of a pick list custom field?
When I'm clicking "Edit" for a custom field of the data type "Pick List", I'm taken to a page where I can edit the actual list of values for the pick list. How do edit the label itself of the custom field?
Sharing pick lists between Leads & Potentials
We have a custom field (which is a pick list) that we use for our Leads. The same information is valid for our potentials & contacts as well. Our former "Zoho admin" set these lists up independently, over time they are no longer the same. They should be the exact same list in this case. Is there anyway to "link" the Potentials to use the same list that is used by Leads? As it is set up now, any changes to the list for Leads is not reflected in the Potentials list. If not, is there a way to export/import
potential view bug
Small bug: When switching from a custom potential view to and "all potentials" view, nothing shows up unless I switch to a 50 records per page view. Best wishes, Brian http://www.redpelicanmusic.com
Cases embed into web page.
Hi, Is it possible to make a form on your web page that will input data into ZoHo CRM cases. I guess what I am asking is it possible to make a trouble ticket system that people can use on you own web site. Thanks
CRM>Control Panel>User Access>
I can not get Zoho to help with this problem for over a week now. THE PROBLEM At 2:30 P.M. eastern standard time (U.S) everyday for the last week, all my employees tell me they are locked out of Zoho. When I log into the control panel under user access 95% of the users have all access unchecked. I have to recheck all access for the users. This has gone on for over a week. Also some of the users that are older and were deactivated get reactivated also. This is a HUGE problem. This is taking way too
Email Record in CRM Question
Does the Email only get recorded from 1 email address on a Contact? For instance, the Contact, I have added the custom field Alternative Email for a field of email address that could be their personal address. It's in their record. However, emails from or to that address are not being recorded into CRM. Do I need to set up the custom email field differently to record properly, or does it only accept one email address? Thanks.
Not receive email on crm
Hello, I can send email by the CRM, since a lead or contact, and i see the send email, but when I have a respond to this email, I can see it in Zoho Mail and My Yahoo, but I can't see it in the form of lead or contact.So when I send mail from the CRM party emails, emails are not visible in emails sent zoho mail and my yahoo account, there is there some particular setting to be done to remedy this problem? Sorry for my bad english ;o)
"Relationship" Track in CRM is CRITICAL
We need to be able to create more Relationships: In order to create �Relationships� between contacts, accounts, leads and products, I�ve had to create a �Relationship� tab by emptying the Solutions tab and adding fields. The reality is that so many people use any CRM for so many business lines that there is no �one size fits all�. Customization is important, but also, I think you need to understand that one very important factor to CRM is relationships between people, products, accounts, leads and
CRM Web-to-lead hidden Checkbox Fields
Need a little help setting a checkbox to true via a hidden web to lead form field. Anyone have this working? We have the field in question enabled in webtolead. We've tried the following to no avail: <input type="hidden" name="checkbox" value="true"> <input type="hidden" name="checkbox" value="1"> <input type="hidden" name="checkbox" value="yes">
NEED SOFTWARE CREATED FOR BUSINESS
Scenario:1.) previously registered customer comes to our website or 2.) receives email with link from us that takes them to a web page with 50 bits or information that represents 50 of our clients. the customer picks 6 things they want. the 6 things each have a code. the customers username and the codes associated with those 6 items are LINKED/MATCHED with the correct clients and sent to only those clients through encoded/anonymous/temporary email. the client receives and is able to view the customers
Login & account setup problems
I recently installed your Zoho CRM package & have hit a couple of snags. My problem is two fold; the first issue is that when I set up my I.D I was informed that I would receive an email to which I have not yet received. The id was set up using an email address which is working fine. I also added a user to this account through the setup list of options, this user not only failed to receive the email but when an attempt was made to log in using the credentials set out by me, she was unable to log
Shared Tasks?
I'd often like to schedule a reminder to discuss something with the team for some undefined point in the future. Usually something short like discuss an idea for a potential client sometime in the next week. In the past before using Zoho CRMthe process was just to create an item on the calendar for a future date and invite everyone to it. I'm hoping there is a better way to do this in Zoho CRM so that I can keep the calendar just for actual meetings and other events. Tasks seem like an OK way
User Activity
I'm using the free edition of ZoHo CRM. How can I monitor how often/when the other 2 users log on to ZoHo CRM? Thanks, Ron Jamieson The Packaging Alliance
Adding a LEAD from an email
Hi, I have zoho crm/mail integration. Within Zoho mail, there is an "add to" pull-down that allows you to add to CRM. However, this adds a "contact." I would like to add a "lead." Is there a way to do this? - Thanks, Brian www.redpelicanmusic.com
create tasks automatically
Hi I have a client using Zoho CRM. The person doing most of the data input is struggling and I have been asked to streamline the process. I'm sure it would be easiest to stay with Zoho but I need to find out how to do a couple of things. They are using CRM to manage what they view as a sales process. Only it really isn't so much a sales process as a list of activities that needs to be done when a new customer comes on board. So.. CRM might not be the best functionality. I'd like to have a set
Can I snyc zoho CRM with entourage or google apps
I'm really having a hard time keeping track of my tasks, e-mail and calendar. I'd like to keep them all in zoho but you only provide a sync for outlook. Does this work with entourage too? If not do you have any suggestions or work arounds? Thanks, -Greg
Mass update or delete empty company name
I have a number of contacts where company name field is empty. I need to mass update these to 'Unknown' or even mass delete and re-import them with name 'Unknown' but when I search for mass update or mass delete with Company Name is empty, I get 'No companies found'. Is this a bug? Is there a workaround? Elling
copy sales order to purchase order
Hi, is there posibility to copy sales order to purchase order? our business need is to buy products after each sales exactly same products that we sold. Regards, p
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