How do I create and find Customers in ZOHO CRM
Ok, I must be missing something. How do I pull up customers in ZOHO CRM. It seems that if you create a potential a lead becomes an account and there is easy access to the accounts which for me our my live prospects, but how do I pull up contacts that have closed deals, it seems that there should be a tab for customers as will as leads and accounts. Thanks
Further Help with "Quantity in stock"
Hello Zoho Gurus I am new to Zoho CRM - I am putting in my historical data for year ending 2009 - - my company started from scratch at the beginning of 2009 with no stock at all. I have put in all my purchase orders but the stock I have purchased does not show up at all in stock quantity, stock in demand etc - how do I link the data from the Purchase Orders to the Stock Inventory listing??? Please do not tell me this cannot be done (hi hi) as I was hoping to use Zoho CRM as an inventory tracking
Map field, custom field, edit field.
Hi I'm customizing the fields on my Zoho CMRm the thing is that I would like to edit existing fields or create new ones that are available in all the modules. For example if a create a new field called second address in accounts i would like that when a create an invoice i could add that field to the invoice. Can anyone help?? thanks
Workflow Suggestion
Was hoping someone could give me some advice on how to create a workflow that does the following. When Lead is created , triggers an email template to Lead, then sets task to follow up phone call in 3 days. After phone call, triggers a series of spaced out emails over about 3 weeks, or until the Lead is converted. I'm pretty new at this and I've read all the instructions, but I can only get it to trigger tasks, but I don't know how to get it to do the timed emails. Any help would be appreciated.
New to ZOHO and CRM!
A friend suggested ZOHO to me and I like what I see so far. I've never used an actual CRM before so I have lots of questions and concerns. I currently us iCal and Address Book on my MacBook Pro. Both sync well with my Blackberry Curve. If I can make put all of that information in one place and have them work together, it would be great. However, I want to make sure ZOHO is going to work completely before I take time to import or log in contacts. Any suggestions for getting started with ZOHO to make
Sales order tracking and reports
Here is what I want to do: a commissioned salesperson sells our product for $500.00 and collects a $250.00 deposit with the order with the balance due n/30. I need the salesperson to be able to enter the deposit and have the sales order show: Item sold Deposit collected/paid at time of sale Balance due w/due dateI attempted to do this in ZohoInvoice but cannot create the report showing the sale amount, amount collected and balance outstanding. At the end of each week I need to create a report sorted
Zoho web to lead form and Google Sites
How do you embed a Zoho Web to lead form into a Google Sites website so you can automatically add leads to your Zoho CRM account ?? Google does not allow you to copy the HTML code that Zoho generates when following the web to lead wizard in the setup menus. I did not see a Zoho Widget that allowed a web to lead form either. Thanks, Dave
Country and State/Province Drop Downs
I would like to make the following suggestion. After tring Zoho CRM and Zoho Creator CRM. I like the flexablity that Creator offers the advanced users but Zoho CRM is more out of the box ready to run your business. I would really like to see Zoho CRM create drop down boxes for Country and State/Province that are populated with contries and their states/provinces. Creator CRM seems amazing its UI just isnt as clean but Creator is really powerful.
Economic Model
I'm using Zoho CRM... but being used for a web agency, I don't have any "stock" in my commercial process, how can I eliminate the use of "Stock" in the sale order ? I just don't need it and it's a mendatory field !
Recommended setup for a child psychology practice?
I am trying to work out how best to customise Zoho CRM to suit our business. Our sales process runs like this: A parent submits an enquiry by web form or phone. (Each web form submission is emailed to the psychologist with the client's email in the "from" line so the psychologist can easily hit reply to respond.) The psychologist replies by phone or email to address questions and (hopefully) book an appointment. Both parents are sometimes involved in the pre-sales process (each of them may call
Not able to import TRUE value
I try to import and overwrite data with a TRUE value field, but the field is not updated. I have tried to import from both csv and xls source. Is this a bug or am I doing something wrong? Elling
Pick list for descriptions or text/comments
I'm not sure where else such a feature would be useful however with creating quotes i often add text to a special "notes" field i have created that appears in the templates for quotes (and invoices) that allows me to elaborate for each quote and offer extra information when needed. This provides the customer with more information and I can aslo use it to highlight other options etc. In any case my point is that i often have to write the exact same thing that i have written many times before so
Select Month in CRM calendar from drop menu for speed
Hi. The CRM calendar needs the option to select a month by clicking on a link in a menu (to one side or in a drop menu). Otherwise the only other option is to make the transition on clicking from one month to the next a heck of a lot faster. If i have a customer on the phone and they want to know availability for 3 or 4 months down the track I can get to it relatively quick but it would be handy to be able to navigate to a month faster than that. At the moment its taking approximately 1 second
How can I remove a user?
How can I remove a user (I have a test user I wish to remove so that I can add another user).
Feature Request
There is a feature on SalesForce that is very useful. If you have a contact and you have some old information or some empty fields, you can send an update to Request Info to the client. By pressing that button, an email is generated to the contact with a link. When they click the link it shows the current info on file, and allows them the change and add information. When they submit that data is then listed for being dynamically updated. I think that's a really strong feature, and probably isn't
Need help separating Leads from more than one website
Our company has two different Web Sites that we want to use for collecting leads. One is a private website used by our channel partners. the other is from a general information request form on our public website. We want to use separate Web To Lead Forms for each site because we need to associate the leads from our private site with the channel partner that submitted the lead. The leads from our public site may be assigned to internal salespeople or to a channel partner. In conjunction, we want to
Permalinks / URL for Lead records ?
Hi There we have setup several alert functions in our CRM for notifying team members when customers download new products or send us new messages. These alerts include the name and some context information - but what we are missing is the possibility to insert a direct link by which we can directly open the according lead or contact. Is there a solution for this ? Lucius
Question about CRM API
Hi there. I'm new on Zoho. I am creating an application (from Zoho Creator) that should extract a list of account names from the CRM module. The data should be taken and used to pre-populate a drop down list when the form is loaded. The code I'm using is as follows: responseStr = getUrl(("http://accounts.zoho.com/login?servicename=ZohoCRM&FROM_AGENT=true&LOGIN_ID=MY_USERNAME&PASSWORD=MY_PASSWORD")); startingIndex = ((responseStr).indexOf("TICKET=") + 7); endIndex = (responseStr).indexOf("RESULT");
Emails View
Is there a way to make 'Sent Email From CRM' the default 'showing' view, instead of the 'Users Emails" as the default?
Web To Lead and Google Sites
I am running into all kinds of problems when I try to embed a web to lead form in Google sites. I keep getting an error message that says that the code has "unsafe tags" and it disables the save and reset buttons. Is this an issue with the Zoho generated code or do I need to go yell at google about this? If anyone else has expereinced this and has a suggestion I would appreciate it.
Need Help with Quotes/Products/Pricebooks
Our company makes engineered equipment. There are a number of standard components or modules that we combine to produce customized equipment solutions for our customers. I want to use Zoho to streamline our administrative work by using Zoho Quotes and Pricebooks to “build” products using a set of other products quickly. The problem I have is that I cannot find a way to create a quote that uses several components/modules that will produce a written quote that includes a single price and a standardized
More Contact info in Task Module
I frequently create Tasks associated with a Contact. When the Task window opens it auto-populates with the Contact info which makes sense but not the Contact phone #. How can I have the Contact Phone field display as 99% of the time the task is to call the contact? Thanks
What to do if a contact has resigned and joined another company
Let's say that a contact has resigned from his current company and joined a new one? Let's say he actually had activities linked to him and his company. Should I edit his contact and join him to the new account or should I create a new contact? If I edit the contact, what happens with the activities connected to him, his former potentials and his former company? Will they stay with the former company or migrate to the new one (which should't happen)? Please advise!
need help with "Quantity in stock"
I just have a question. I have created product: put stock quantity and other necessary info. Then I created invoice (or sales order) for that product with "delivered" status but items quantity was not changed (deducted) from the stock quantity, its shows up as "on demand"quantity. So my question is how to make delivered product quantity deducted from the stock quantity when its delivered or sales or invoice order are issue? what I am doing not wright? Ivan
Cannot edit start time after you log a call
Is there a way to edit the start time after you log a call? You can edit the date, but the start time is grayed out and cannot be edited. Is the only way to delete the call and put the whole thing back in again? Thanks
Can the CRM do a sales team management?
Hi .. I am intending to start a referrer programme .. which I get freelance referrers to refer clients to me .. and I will pay them a little referrer fee .. need the the following: 1) Track which agent referred a particular client 2) Track all the clients that have been referred to by a particular agent. I understand that I can assign it under the "Lead Owner" field and track .. but imagining having 100 free agents who may or may not be active .. and I got to pay $12/user EVERY MONTH! It just does
Tasks
There used to be a task button in your leads, contacts, accounts, every screen. What happened to the task button. All i see if NEW TASK at the very top. But in the body of the webpage there used to be a new task silver button
Changing "From" field in an outbound e-mail
I have numerous e-mail accounts and when I send an e-mail the From field auto-populates with my name and e-mail address. I've changed my account setting to make a secondary e-mail address my primary but the e-mail form still populates with the previous From address. Is there a way to set up a drop down so I can select which address populates the From field; Until (1) above is created, how can I change the address which is automatically populating the From field?Thanks TonyD - Marketing Wizard & Tony
workflow alert email question
My goal is to have any email sent to a designated person with info from a given lead/contact if a variety of criteria are met. I'd be happy to initiate this process with the click of a button or automatically. I tried accomplishing this with a workflow alert email. Everything seems to work fine, except when the email is sent, it no longer includes the merge fields that I originally defined (when setting up the template emails). Is there a good way to accomplish my goal? I appreciate any helpful
Completed task filtering
I modified the satus values under tasks. Basically I deleted all, and created new ones to adapt to language. The problem now is how to tell the system which new value is "completed"... any help? The default filters do not work. I tried creating the value "Completed" again, but that did not work.
Integration, Integration, Integration...
I've searched high and low for a fully integrated solution, and the best I've trialled so far has been Zoho. However - and I know it's been said many times over - complete integration is the one thing holding this suite back. If the CRM package were seamlessly integrated with the email and calendar features, and it was then possible to share all that information with another user (a PA or business partner for example), there would be absolutely no contest.
Importing contact and company data
I wish to import contact and company data from Excel. It seems that I need to perform two separate import operations for contact and company data respecitvely. Is it somwhow possible to import contact and company data in the same operation? Elling
Email notification after 3 days
hello I would get the following result Leads are assigned to users when you do not take any action at Lead in the course of three days it gets e-mail notifications How i can do this?
Remove field limits and add a function field
When is ZOHO CRM going to allow more than 100 custom fields per page. When can we have more than 15 custom numeric fields. And finally when will ZOHO include a function field that allows for a sum of other fields. This is very important to our company and we hope to see this change soon.
Related Lists-Activies
I would like to change my related lists-activities, but it does not appear in the setup please advise how to do this Thanks
Notify Lead Owner Stopped Working
On new leads generated with web-to-lead form, Notify Lead Owner has Stopped Working. Please advise.
Syncing All Contacts with Outlook
While setting up Zoho CRM, I imported all our contacts and assigned them to me as the Contact Owner. Now other users are not able to sync those contacts with outlook, because they are assigned to me. Is there a way to setup the contacts so that they can be sync'd by all users, regardles of who the owner is?
email function in CRM
Is there any method to get received email by Zoho Mail into CRM automatically and organize these contact by contact? I can send email from CRM, but can not organize received emails in it. Does someone know about it? Sat
CRM and Invoicing
First, let me explain that I am new to Zoho and follow that up with a basic questions..... Is the invoicing inside the CRM and the Zoho Invoicing two very different products? It seems that I can't find some basic functions in the CRM invoicing. Can somebody please direct me to recurring invoices in the CRM? Also, How can I establish Paypal Inside the CRM, as a payment option for my clients?
Can't see recieved emails in crm contacts
Hi, We have signed up and bought the email integration package. Now we have a tab in the CRM showing emails but we want to be able to see emails that come in to the CRM associated with a contact and also associated with an account. Problem is we can't work out how to do this. We can only see emails that have been sent out. And we can only see these by selecting from a strange drop down menu that gives us the following options (why would I want to select from a drop down menu!). Sent emails from CRM
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