Not receiving only some email ...not spam but customers
Hi. I've recently started to settle into using Zoho email in CRM and it all seems to be working fine except that i noticed recently that some emails i have been sent are not coming through. I still have outlook operating on my PC so i can compare what is received in Zoho with those emails from outlook and they should all be the same. Most are however as i mentioned already i have at least 2 cusotmers whose emails are not being received in Zoho but they are coming through in outlook. Everything else
Associate to an Account Task generated from and order
I need a reminder for invoicing that allow me tro track the amount, the invoice forecasted date and the supposed payment date. They can be more than one for each order, and I would like to track also for potentials. In any case they should be created before the invoice I could do it quite fine with task additional fields, but I cannot find a way to have a report that links task to accounts if I create them from and order or opportunity. Any suggestion? (also for a complete different approach) Thanks
Formulas
Hi, In "Opportunity" I have two fields "Price" (currency), and "Increase" (%). I would like to create a field (currency) whose value is a formula's result : Price * Increase. How do I do ? Is there any Zoho tutorial about formulas ?
Mini-Calendar Disappeared! Please bring it back with an option to turn off.
Dear Zoho, We use Zoho CRM to manage our appointment setting with our clients. As such we spend most of the day in and out of the calendar. Today, the mini-calendar disappeared. I called techincal support and was informed that some users complained that the front page was too busy. I agree that this is a valid concern. However, please be mindful that your userbase is not monolithic and different organizations use your software in disparate ways. Please bring back the mini-calendar and instead
CRM calendar is 1 day behind
Hi. My calendar is 1 day behind. I've tried all the settings i could find and checked all the time zones are correct but it's still a day behind. How can I fix this?
Pipeline report with contact name and account name
I can't seem to find a report and or configure a Pipeline report that gives me both the Account name and the Contact name and info. Please advise
Deletion of my account
Dear Peter(Zoho support) I would like to delete this account.Please help me urgently.I couldnt figure out how to do so Regards Karen karenkenneth
Why does CRM freeze all of the time?
single user, plenty of RAM, etc. I start to flow and check the records and then it locks up and kicks me out to reenter to come back in. this is no fun.
Can we use campaign for customer and audience?
Here's the case, I'm running a business like a online advertisement I have two type of customer. one is my audience and customer who I can make money from. Can I use campaign for both of them. Thanks Oudom
contacts to cases custom field fill
So I notice that when I'm on a contact record, and scroll down to "cases" and click "New", that the Email field in the New Case automatically populates with the email field from the Contacts module. This excited me, as there are key bits of information in the Contacts module (I've renamed it Services) that I would like to autofill into the case every time to prevent the agony of retyping (and because I'm programming the first automatic email sent when a case is opened to include this information).
Custom HTML in CRM Tabs
I want to put some custom HTML in a tab in CRM. In an IFRAME maybe? Have one that displays a leads webpage, maybe brings back and sorts facebook info. Is this possible?
Including Won potentials in reports?
Hi, it looks like all the reports available (for example pipeline by stage and pipeline by probability) don't include potentials that have been won while I believe they really should. Unless there is a way and I haven't found it. Thanks in advance Marco
CRM Invoice App needs to be completed
Tracking a sales transaction from Quote to PO to Sales Order to Invoice is a critical element of every business. Please finish the CRM Invoice application. It needs to have more options for service companies as it handles inventory and per hour rates. It needs to have Paypal and other epayment options integrated right away. My clients need this to be completed, and I need it to be completed. I hope you will make it a priority. Scott Kaye Streamside CRM Scott@StreamsideCRM.com A ZOHO PARTNER Streamside
cannot view contacts or accounts
good morning, when going into contacts and accounts no details are shown on the screen? is there a problem? this is urgent as i connot access contact details Many thanks Rob
Zoho crm did not allow modify contact name anymore
Since last Friday happening Very needed to update wrong contact details
Please allow workflow rules for Activities
When I create a certain type of event related to a client or account, I would like to be able to sent out alerts to upper management. Yet, an Activity can not be used to trigger work flow rules. WHY???? Let everything trigger work flow rules!
An interesting situation that requires suggestions/ solutions
Suppose I am working in a real estate development company, and I have enquiries which I treat as "potentials" in the CRM. Now, I want to take 10 customers together for a site visit on a Sunday, my question is how do I make an activity as "site visit" and record it for all the ten potentials without repeating the process 10 times? CRM should have a facility where I "Create" an activity and it should prompt me to select the participating "Potentials". Is such feature available or is there any other
Difference between "campaign source" and "lead source"
Question: What is the difference between "campaign source" and "lead source" fields? I would like to make sure we are using things in the most efficient way, - Brian
SSL Error - can't get to Knowledge Base?!?
Am a new user and trying to figure out the basics. I need to convert my account to a company account, add a second user and change my title. When I search for help on these topics, some of the links go to the Zoho knowledge base, but both Chrome and Firefox deliver SSL errors (see below) warning not to access these pages. Can someone tell me when/if this will be fixed? Thanks. Chrome: You attempted to reach kbase.crm.zoho.com, but instead you actually reached a server identifying itself as *.zoho.com.
Phone Numbers dont show in potentials?
Hi, is there any way to map the Phone and mobile fields from leads & contacts to the potentials Fields "Phone & Mobile"? I have checked in the Leads setup - Map Fields but although there is an option to map the fields the drop down box doesn't contain the field i am after, Please help. Thanks Mark
Delayed workflow field update
I'm wondering if anyone using workflow field updates, would find value by having the field update delayed by x number of days? So for example, I would like to have the lead status field updated from "trial activated" to "trial deactivated", however, not to action this for 7 days, from point of record creation. The workflow tasks allow you to create by trigger date + x amount of days. Alternatively, if you could delay a workflow rule + x days, before actioning rule, then I guess this would work
Template editing question
I am attempting to utilize the default "Sales Order" template to create a packing list template. Is there a way to edit the "Product Details" section in this template? Currently it displays: Product Name - Product Code - Qty - List Price - Total I would like to display: Product Name - Product Code - Qty Ordered - Qty Backordered - Qty Shipped Is it possible to edit this area? Or is there a better solution? Any help is very much appreciated.
How to segment contacts?
I'm new to zoho. I'm loading all my contacts and trying to figure out how to segment them for marketing contact purposes. for example, of all the contacts, I'd like 20% to be a referral group and send them emails monthly. My process doesn't fit well with how zoho segments. suggestions?
Skype..
Acouple weeks ago I reported that Skype was not placing my Country Code in front of phone numbers when clicking on the number from within the CRM. I am in the US and it SHOULD be placing a "+1" in front of US numbers but it is not. As a result when I call a number in the 630 Area Code Skype thinks I am dialing the Philippines. I was told last week it would be corrected during an update this week but the problem persists. Any word on when this Glitch will be fixed? Pete DePalma
Skype
When I attempt to click on a phone number using Skype, it isn't putting the +1 in front of the number so all calls are being attempted by skype as international call. In other words a call to the 636 area code in the US is causing Skype to think I am calling the Philippines. When I mouse over the number and look at the bottom left hand side of my browser I can see the +1 is NOT included in the tag. Pete DePalma
waiting weeks for customer service
Just wondering, has anybody ever received a response from email customer support? Have sent two so far. Hope they dont try to upsell me on anything if I ever do hear back. Reassurance that this is not a mistake welcome.
Tasks view linked to Jobs - what do you do?
When you create a task - manually or via automated workflow - that is linked to an opportunity/job, the views do not show the underlying account. Therefore, management has a difficult time truly understanding what is being worked on. The reason for this deficiency is because the RELATED TO field is linked to the job, not the account. Currently, the only options are: create tasks linked to accounts - which seems to defeat the purpose of CRM concepts. OR, manually update each task - this asks a lot
emailing contact data
Question - how can make a template email (with lead merge fields), but rather than sending the email to the lead, have it sent to another contact? Thanks, Brian http://www.redpelicanmusic.com
Closed Jobs in Account View
Hopefully I am missing this option: Is there a way to move "closed" jobs in account view out of the Jobs section? It should be similar to how open tasks get moved to closed tasks section.
Search for leads with attachments
Hi, I am trying to find a way to search for the leads with attachments ie I am at my cap for the free service and want to remove some of the old attachments so I can add new ones. Thanks
Activity History
I logged a call on a invoice and it does not show on the master account activities. All history should be tied back to the master account otherwise I would have to look all over the system to see Account notes. Please advise.
print button in invoice & quote templates
Hi. Just thought it would be nice to be able to generate pdf invoices & quotes that are sent to clients which would have a print button making it simple and obvious to print. Is it possible? Tried to use javascript for this but it won't work at all in PDF as i suspected but not even in previews.
Can't access Zoho CRM today
I have been unable to access Zoho today and constantly get the message 'The server at crm.zoho.com is taking too long to respond.' Our workforce is widely spread and we rely heavily on Zoho CRM throughout our working day. Please can you advise when we will be able to regain access? Thanks, Cathy
Using tasks with Zoho Mail
Does anyone know how to set up tasks so that one or possibly more emails are sent automatically using Zoho mail? I know you can set the tasks up to remind you, but could you use them to send emails? Will
CRM w/Google Apps/Google Mail
Hello, I set up Zoho CRM for Google Apps and configured for Google Mail. Emails sent/received with my Google Mail account to/from a contact in associated with and "Account" have synchronized fine. When work with "Leads", it has been hit or miss. Some emails to/from "Lead" contacts are synchronizing and some aren't. Any ideas? Thanks, - John
when does first autoresponder email get sent?
I set up an autoresponder that is using a custom view in "leads" that contains two names. I set it up to send the inital email, and then subsequent different emails at 2 days. The autoreponders is dynamic. The start date is today and the time is 8:00 AM. If I then modify the lead (at 7:55 A.M;) so it appears in Custom View used by the autorepsonders, would the email be sent at 8:00 AM that day? I am confused at the precise autoresponder scheduling logic. No autoresponder email have been sent so
Potentials view all scrambled
Please see attached screen grab from nowhere my potentials are all scrambled. I want to change the stage of the potential but if I select the drop down box stage in the image is doesn't show my preconfigured stages and gives me an error. I have used this product for 2 years with no problems now this???
More Navigation Problems
Our company continues to be plagued with problems related to navigating records. Here are the primary areas where we have these issues: 1 - Potentials Module When we open a record in a custom View and try to use the Arrow Navigation buttons in the upper right hand corner of the record to advance to the next or previous record in the sort order we often get an error message saying we are "Already in the First/last record" even when we are not. So far he only solution that Zoho has offered is to open
Lead Conversion???
Hello, I Have an Enterprise edition of zoho. We know that a Lead can be converted to an account, contact or a Potential. My question is can a lead be converted to an Sales order or a quote . If a lead cannot be converted to a salesorder wat else can be converted to salesorder. My aim is simple when a lead appears in zoho till the last stage i should be able to see from which lead source it came. So i want the lead source auto populated across every where i.e salesorder, quotes,invoices etc... How
user activity information
Is there any way to see a report of activity and login information of all sales people that are using the system? aalmos
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