Zoho CRM IM and Group Chat
How do you enable Zoho CRM IM and Group Chat? It might be a good idea to post this in the blog: http://blogs.zoho.com/general/new-collaborate-in-zoho-crm-with-im-and-group-chat#comments
Problem with autoresponder sending initial email again
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, 5, and 7 days. This all worked fine. But on day 8, both of my "leads" received the initial email AGAIN. Neither of these "leads" were active in any way (on the website or in Zoho). A few minutes ago, I received my 2 day email AGAIN, so it appears that it is cycling through my autoresponses for the second time. Is this a known
Is it possible to link two separate Zoho CRMs systems together?
I am looking to share some of our Zoho CRM data with a sister company without sharing our Zoho CRM system itself. The sister company runs its own version of Zoho CRM. Is there any way of integrating the two separate systems together to share, for example, only leads that relate to a particular territory? Or having automatic forwarding into the CRM of the sister company when certain rules apply? We don't really want to have to go through a process of importing and exporting data as Excel files! Thanks
Email template for workflow alert putting sender info in record, not user's
Have a workflow rule working correctly. I associate an alert, alert working well. The email template is a 'contact' template, with {user.first name} and similar user fields. When the alert runs, the generated email puts in my (admin" user data. I want these fields to be from the record that triggered the alert. The rule is a field match to a specific string in a menu I made.
Potential Setting - Available Field List Problem
I am trying to change the selected field list in Potentials. I can remove a field from the Selected Field list but it will not allow me to move a filed from the Available Field List to the Selected Field List. I have seen some other postings on this issue but not a solution. Please advise.
Customer Usernames
Hello, I was curious if it is possible to create authentication of customers before they submit a ticket via the web? Would you have to pay for a user account for Zoho for every customer?
IE - UTF problem
I have problem with Zoho CRM. Zoho-forms on IE send me leads without my national signs(polish letters). Where can be problem? UTF? IE?
Lead Management - Entries in under "Brands" and "Lead type" disappear
Whenever I click the "Edit" button within a lead, I loose all the information placed under "Brands". The same is true for what i have selected under "Lead type". How can this be resolved?
Changing views
Is it possible to change the columns displayed in the views you get when you are in Accounts, Contacts or Home screens. For example, right now under an Account, in the Contacts section it lists the: Contact Name - Email - Phone - Mobile - Fax. I would like to change these columns. One thing I would like to add is "Title". There are many sections that I would like to change the displayed content. Can this be done?
Log a call not functioning
When i try to open a new call Nothing appears please find the screen capture
Zoho CRM Web Tabs
First of all congrats for the new update of Zoho CRM. Nice features! I have a question regarding the new feature Web Tabs: In case we create an application in Zoho Creator and insert it in Zoho CRM as a web tab, can we get data from other Zoho CRM modules as lookup? Let´s say as you have mentioned in the help center, we can create web tab, for instance, to insert forms that calculate the sales commissions of sales registered in the CRM. How can we get the data from other CRM modules? This is not
Export job notes
Is there a way to create a report that only exports the most recent note entered, instead of all notes?
Zoho CRM: Customize Page Layout: Cannot drag and drop fields from the "Available Field List"
Hi, I'm not able to customize the Page Layout Fields, because te "Available Field List" appears gray out.... I happens in all modules. What can I do? Thanks Mario
Sending emails using Outlook
Hi. We have just signed on for Zoho CRM Professional and I have to congratulate the team on an excellent piece of work. I see that the CRM has the capability to write and send emails. But I also see that it uses an internal email editor etc. Is there any way that one can select an external email editor (Outlook for eg) to write and send. I know this option is there on Sugar CRM (internal or external). This ensures that there is only one consistent place that emails are sent from. I also have
Number of hours in case
I know I am such a new person question here, but how can I see a report of list of the number of hours worked on a case (activities, tasks, etc...)? I would like to know how many hours were spent on tasks in a case. Is there a way to do this?
BUG in Web-to-Lead Form
1) Web-to-Lead Form doesn't work for 1st time when you open http://seomixi.com/contact_us.html 2) Subsequently if you again try to submit the same form, it works. 3) This issue happens from some PCs (out of 7 PCs, 5 were not working consistently). 4) The problem is easily reproducible. 5) We are loosing lots of leads due to this bug. Please look into the issue asap. Thanks, Gopal Agarwal
Sending emails upon leadregistration
Hi, I am using Zoho CRM and I am using web2lead forms to get customer data from my website. The different webforms adds leads to different leadsources. When a lead is generated, I need to be able to send the form content to spesific email adresses wich are not users i the crm system. Do I need creator for this? If so, where can I find documentation on doing this? Thank you.
Call pop ups
I noticed that using this CRM and other Web based CRM's there is not a call log. The call log being a list of customers or accounts you are suppose to call for the day that are set up as well as a pop up via an alarm functionality. I have really only seen this in Direct software (not web based). Is this something that could be added, or if it is there, where is it. cobbxj
Contact Views - Last Name Sorting
I want to cycle through and call a group of names in our contact list. To narrow the list, I created a new "View" and selected, for example "Mailing State" is "MI" as the search criteria. It doesn't really matter what the criteria is. The narrowed list of only Michigan contacts is on the screen. I want to work the group alphabetically by last name. (Yes Zoho Support, I changed the "Name Format" to "Last Name", "First Name", Salutaion".) I click on the letter "A" above the list to display only
Problem with password change...
I have a new Zoho CRM account. I am trying to change my password, but the Setup->>Change Password function is telling me that the old password I am entering is incorrect. I have tried several times and have entered the old password very carefully, so I don't think I am mistyping it. Additionally, I had just logged in successfully with the old password. Is there some minimum period of time that must pass before I can reset the password? Any help would be appreciated. Thank you. statestreetnetworks
Cases not able to use the "Product Name:" Lookup field
Hi, My "Cases" Mod (which is named Design Status) has a bug in it now it started on Monday. If I go to a "Contact" and scroll down & add a "New Case" (or "New Design Status") When the new "Case" (Design Status) comes up and I click on the "Product Name:" to add a product it says "there are no products" if I click New Product & then add a new product all of the rest of the products show up. What is going on? This is making my design team CRAZY! T-Lynn
How do you like Zoho CRM? Have you compared any others like Sugar, Microsoft Dynamics, SalesNexus?
Hello all, I am looking for a CRM for our company. I'm currently comparing Zoho, Sugar, SalesNexus and a couple others. How do you like Zoho and have you compared it to any others? Best Regards, Scott
Records dissappearing
Dear CRM team We have been using the CRM for approximately 5 months now. When a customer makes a purchase we convert a quote into a sales order. The sales order or quote is also converted into an invoice, but not necessarily at the same time the sales order is created. However we will not create an invoice until the sales order is created. Thus I can be sure that for every invoice in the system there should be 1 matching sales order only (and not 0) In the sales order we log a number of dates to
CRM Calendar to start on Monday
Hi, I have been searching high and low, but I have not found a place where I could change the CRM Calendar Settings to the European style Mon-to-Sun instead of the current Sun-to-Sat. Please advise how I should do that or if you are planning to add such an option and when? I know this is a matter of habit, but all the members of my team are complaining how disturbing this is. Looking forward to your answer! Regards, Kristi
don't appear sheet "Activities"
Today I have a problem with my sheet "Activities". When I click on "Activities" I see: "Sorry for inconvenience. Please try after some time or report your issue in the feedback form given below." What should I do to fix it?
Contact Lists
Hello, I have just read through the WIKI pages for Zoho CRM and I cannot seem to find a solution to the following problem. I basically want to be able to structure my contacts into contact lists. A contact should also be able to be a member of several lists and a list can be a "sublist" of another list. Is that possible to do? If you can point me to any document that explains how to do that, that would be great! Thanks, Jen.
CRM
I am a small first aid training business and I like the CRM but want to make sure I am using it correctly. This is my process. I plan to run a first aid course, set a date and advertise in various locations. Currently I am logging this info in Campaigns. When a potential customer is interested I go into Campaigns and add a new contact. My reason for this is that if I go into Potentials I need an account name and clearly the first aid course isn't an account as it is mine! If I go into leads then
Automated Invoice Follow-up Emails
In the stand alone Invoice by Zoho, I can customize automated follow-up reminders if an invoice is not paid in X number of days. Is this same level of customization available if I use Invoices as part of my Enterprise CRM subscription?
Owners with the same last name doesn't report correctly
We have users with the same last name. The job tab, when sorted by owner gets a bit mixed up. However, when running a report, only user #1 shows up, and the 2nd user's jobs are mixed in to user #1 list. How can this be fixed?
Zoho CRM Scheduled Maintenance on April 3 - 4, 2010
Zoho CRM will undergo scheduled maintenance during next weekend. Starts at: Saturday, April 03, 2010 - 8.00 PM PDT Ends at: Sunday, April 4, 2010 - 6.00 AM PDT Total Duration: 10 hours During this period, you cannot access Zoho CRM service. We apologize for any inconveniences this may cause to your business. Best Regards, Gopal
need your suggestion if I need a shipping moudles when I am using CRM
Hi: CRM experts: I am not sure if that is mission impossible: I am using CRM, since I need ship my products to my customers (we are in USA, so most likely we will use UPS, FedEx), I need a kind of shipping module so I can know the shipping fee based on weight, also need generate a tracking #... I am pretty sure I need use UPS, FedEx API to get data from them (such as shipping fee, tracking #...), but I still want to use current customer information from CRM, what is the best way to make that happens?
Populate custom fields with a mass import (contacts)?
I have created custom fields and I want to mark 500 of my 785 records in one of the fields. I do NOT want to import the 500 records again and have to de-duplicate all of those records. How can I do this? Is it even possible? I want a segment of my total database invited to an event and I need those records marked that the contact was invited.
Internet Explorer Error?
When I am in Zoho on Internet Explorer (CRM - Leads), all of the fields are blank. Yet, when I click on "Print Preview" all of the information is displayed. The "edit" button is also not working properly. I click on Edit (the edit button at the top next to Delete, Clone, etc) and nothing happens. Please Help!
Product List: Accounts & Prospects
When i create a product list, it is common in our industry to have interest from Company's we track who are both prospects and established accounts. Yet, when i create a "product" report, it cannot create a single list, which is a HUGE shortcoming. Since you can tie both prospects and accounts to a SINGLE product, why can you not export a SINGLE report list? Why should we have to create two reports?
Why does Zoho CRM free version not allow me to attach a file to an emai?
It says I have exceeded my file storage limit by storing my attachments. Upgrade your file storage or you can send mail without the attachments. I don't need to store attachments, but I would like to send emails with attachments.
Allocating leads to each user
I would like to have several users each with their own leads. So basically I allocate each user their leads and they are not able to see the leads of the other user. Is this possible? Thank you for any help or advice you can provide
Sent emails not showing in details of contactperson in CRM
We made this setup: Zoho Mail add-on installed. ´Emails´ tab activated in Zoho CRM Syncing emails with our Google Apps account through the filter setup as described. However, Emails sent to a contact person, sent from the email tab or sent from my Google Apps account (supposedly syncing with Zoho Email through the ´sent emails filter´ I set up following the wiki), will all not show up under the ´Emails´ details section of the contactperson in CRM. Help, please. Regards, Jeroen
Web to Lead form issue, working example requested
I am having problems getting a web to lead form to populate the database. Can someone point me to a working example? Thank you -- Tony Lush
Contacts Lists
Hello, It would be great to be able to structure contacts into lists. It seems that several people would like this feature. I think it's a pretty common feature of contacts systems. Would be great if you could integrate that! Thanks, Jen.
Sharing Data - Permissions
I need help on constructing permission, we recently subscribed to the Enterprise version in the hope it would assist with this. CEO - Can read write to ALL Accounts and Contacts Sales Manager - Can read write to SELECTED CEO Accounts and Contacts and ALL Sales Staff. Sales Staff - Can see all Sales Staff contacts.
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