IMAP
Please send me the configurations for the IMAP server functionality. Thank you.
Email Set-Up
Can some one walk me through how to set this up so that emails that I recieve backe show up in Zoho? I am able to send from Zoho without any problems but the replies never show back up in zoho....what am I missing? - Shari
URL to Log a Call
Here is a previous post from me why not to log a call through a customized URL bookmarked in your favorite browser? so i starting to search, thanks the firefox extension firebug by the way, and here is the result of my search: https://crm.zoho.com/crm/Create.do?module=Events&isload=true&property(Subject)=Call&property(Start DateTime)=23/10/2007&property(Start DateTimehour)=09&property(Start DateTimeminute)=00&property(Start DateTimeampm)=PM&property(End DateTime)=23/10/2007&property(End DateTimehour)=09&property(End
duplicate accounts
the crm allows for duplicate accounts, and no way to find and merge them or stop them...because of this...its useless to me! help~ rgranholm
Multiple contacts attached to Potential record
How do I attached multiple contacts to a POTENTIAL? Many times vendors, partners, admin, and other team members are just as involved in the recruitment of a POTENTIAL and their efforts need to be collaberated on the POTENTIAL for the record of the sales cycle. I have tried added contact roles and editing them just find a screen with no navigation or options. Any suggestions?
Google Apps Integration
We are a small start up and we are using Google Apps to keep our company organized as most of our employees work from home. Is there a way to integrate Zoho CRM and Google Apps?
SETUP and SUPPORT Links Down
Is anyone having the same problem? When I click on Setup or Support on Zoho CRM, it says "Page you requested is not available". This started about 2 days ago. Anyone, anyone? Help!
converting leads
Hi, We are a service business. This how we currently use Zoho CRM: A person interested in our service calls/emails. We make them a "lead." If they purchase our service, we make them a "contact." (we are not using "potentials"). Is there any reason why we should? Two questions: 1) when converting a "lead" into a "contact," we have to select something in a (meaningless for us) "potential stage" field. Is there a way of bypassing this, or customizing this "potential stage" to be something
Reports by Owner
I have a use case in which I want each of our sales representatives to receive a periodic (e.g. weekly, or daily) report of all activity generated for accounts/contacts they own. The reason for this is that we have several departments that each may interact with a single customer, but there is a single relationship "owner". I would like that owner to be updated on their accounts. The problem is that when I go to create a custom report, that shows all activities generated in the last X days, I can
Showing totals in a ticket
We have added a custom field "Time spent" to Tasks and when we create Ticket we want show the total time spent by making a sum of all the "Time spent" fields of the tasks related to the ticket, is this possible?
Ownership Assignment
Is there a way to edit the email that is sent to a User when changing the Lead Owner, or use a different template?. The email currently has a Subject of 'The Lead J J is assigned to you'
Log a Call
As in salesforce, It be good if Zoho would a a "Log A Call" as this is a common task.
Viewing Oldest Tasks First
Within Zoho CRM, when I login, I see the outstanding tasks. But the tasks with the farthest away due dates show first instead of the ones that are due the soonest. I can resort them by clicking on the Due Date column, but it is annoying to have to do that every time I come back to the page. Is there a way I can set this to be ascending dates by default instead of descending? Thanks,
What is the field for {User} in a custom view?
I am trying to create a custom view for Leads based on the Industry and Lead Ownership. When I look at the criteria for Lead Owner [is] X in the custom view tool, the User picker only lets me select a specific user. I want to create a rule that will show the leads for the logged in user - no matter who they are. So if Bob logs in he will see his leads. If I log in I will see only my leads. I have googled and searched the forums without success on this issue. Does anyone know how to do this? Taylor
Link an "Event" to a product AND an account
Currently, it is not possible to link an event to a PRODUCT and a ACCOUNT at the same time (I use Person Accounts), lthough it is possible to link one OR another. But not both... please add "Account" to the first drop-down menu after the "Meeting Place" field (currently "Contact/Prospect").
CRM Case field option question
It is possible to do this: When I create a new case, I have a field that is a lookup for contact name. When I choose the contact I want their email to automatically fill in the email field in the case. How do I do this?
How do I maintain Lead Owner and Date/Time Stamp after conversion
Is there a way to make the lead owner and created date follow the lead through the conversion process. The reason I need this is for when there is an ownership dispute between sales people. In one particular instance a sales person had one letter of the leads name wrong and 2 sales people were unknowingly working the same lead. They both converted the lead to a prospect but we now have to try and figure out who was working the lead first.
Maintaining linkage between tables when downloading and/or uploading contacts database
Good day, I have the need to download my contacts, perform some data manipulation, and then upload them once again. How can I do this and maintain the links to the Vendors? The download does not appear to include the linkage data that will reconnect the files when the upload occurs. Or, when I upload will the uploading data merge with the already existing contacts? This is a real show stopper and if I can't do this we will have to move on. WFL
ZohoCRM in MAC
Hi! I was wondering whether ZohoCRM is suitable for MAC users. Are there any restrictions compared to a PC user? Thanks!
zoho database will not accept email addresses
within zoho CRM, when I try to paste or type and then save an email address for one of my contacts it is not accepted, i.e. i paste it in the empty box, it appears, but nothing happens when I click SAVE. The field is designated as an "email" field.
CRM features
We are using CRM already for a long time, since almost the beginning. You guys are doing a great job and have designed and built an excellent product. However, it seems that new improvements are taking longer than were used to happen in the past and this situation makes us very anxious. Also because we believe in Zoho potential and intend to use the CRM solution for our needs being a paid customer or not, we understand the best way to help you to improve is giving you constantly our ideas to what
Google Apps Email Account Configuration
Hi! We are experiencing problems with the Zoho Mail Add-on POP e-mail configuration. It shows the "Invalid mail account information. Please check your POP configuration" error message. I tried to resolve the issue with the support team at Zoho, with no luck (the last thing that they suggest is to contact Google). Please, has anyone experience this kind of issue? Thanks in advance! P.S. See attached image to view the error.
Email Templates: 'From' address should be that of user sending the email
Please provide the option for an email template to be sent from the user sending the email and not be confined to 1 specific email.
HTML coded email
Is it possible to copy/past HTML coded email message into the body of an email template? When I tried, the code wasn't converted to the graphic email I wanted. I'm not a coder (I get the code from my developer in a separate doc and copy/paste it when using SalesForce -- but it didn't work in Zoho . . .) Is this possible? Or did I do something wrong with my setup? Geri Lafferty
Tax calculations - counter to how things work in the US?!
I notice that tax calculation is based on product (in the Product module) whereas is the US tax is computed on products based on which city of a county a customer is located. Is there any way to get around this? Perhaps through an API or something? For example, we are a service company and we have technicians who go to customers location in let's say 30 different cities in California, US. The way Zoho CRM works now, it requires the technician to know the City and its tax rate... Most financial software
hi
I use mass mailing function, but I cannot find a way to see a list of records I mass mailed. for now I need to check all records one by one,but I want to see a cumulative list appreciate comments
Improves to Accounts & Activities view
Hi, All I'm using Zoho CRM for 2-3 months and very happy about it. We have small (3 sales) sales department, so Zoho is brilliant for us :) I have some ideas, how to make our Zoho CRM better: #1. Account view. When you want to find CIO or CFO in Contacts for some Account - it is a big problem, because you cant see the Title in this small preview! #2. 90% of time I use Zoho CRM - I use Activities tab (usually to do my calls). Sometimes I need to print my activities for today (Account, Contact, Phone
Add column "Account" in the sheet "Activities"
Hallo, I have a problem. And the search in this forum don't give me any results. I want to add column "Account" to the current activities view or to the new view, but THERE IS NO "ACCOUNT" in the "Choose columns:" -> "Available columns". Thank you for the fast response. Oleg
Restore an Account after Deleting it by Accident
We deleted an account in error. We have a Zoho back up of our data. How do I restore the specific account with contacts and tasks? Thank you.
Sending Email to a Single Contact
Hello, This would be a HUGE benefit if we could include a pick list for email "Template Type / Name" on the email form when sending a single email to a contact. Having the ability to "Attach Documents" directly into an email template would be very helpful as well. This is one of the very things that I hoped Zoho could make more efficient. I would like to manage my email templates and have the ability to send bulk or single updates using the preconfigured email templates. Any idea if these can be
Groups & Roles
Hi Guys, I need some help with this diagram below: In my case User 5 has accounts and opportunities that are ONLY applicable to the RED group and has different account and opportunities that are ONLY applicable to the GREEN group. I can't figure how to limit visibility of the Accounts/Opps to the groups that need to know. I don't want the green guys to see what the red guys are doing. Help! Tom I
When is Mail Merge going to be ready?
I was just wanted to know when your mail merge will be ready?
Can I synchronize zoho leads to outlook contacts as opposed to zoho contacts to outlook contacts?
Can I synchronize zoho leads to outlook contacts as opposed to zoho contacts to outlook contacts?
How to embbed Zoho sheet in Zoho CRM
I like a lot what can be done with Zoho sheet in terms of sharing info. I know how to embbed in a blog or a web site but I need to embbed Zoho sheet in CRM Contact or Accounts view. I tried to create a custom field and put IFRAME but without success. Does anyone knows some workaround? Regards, Marko
Problems with importing data
Hello. I've tried to import contact data from the .xls and .csv file, it wouldn’t do it. I managed to map all fields. It says after the import operation No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 276 (Reason: Due to empty values for any of the mandatory fields) I’ve attached the shortened version of the document that I was using. Could you let me know what I was doing wrong? Many thanks, Lena
Need to maintain Lead Ownership date/time stamp
When Leads are converted the Date/Time the lead was created info is lost. Is there a way to have this information follow the conversion process? There are some instances where we need to find out the date time the lead was first created (conflicts between sales people etc.)
Exporting to Excel
Hello, When exporting to Excel my opportunities I cannot add the amounts (field is fixed) - any idea ? Thanks samuel
Product Reports: By Leads and Accounts
Since Products can be linked between Leads and Accounts, it should be capable of creating a single report list with 2 simple columns: Company Name or Account Name Owner Sometimes you just want a list of companies linked to a product, but this does not seem possible.
My Open Events
Why is it not possible to have a "My Open Events" view? Events should be able to be sorted as Open or Closed/Completed stage or status.
selected e-mail cannot be initialize
Anyone else having a problem with the Zoho CRM Outlook plugin when you select more than one e-mail and click on 'Add E-Mail' in the Outlook plugin it spits out an error 'selected e-mail cannot be initialize'. Any idea how to fix this error? I know I can go one by one to upload the e-mails but I have hundreds (well maybe just under 100) client e-mails and that will take a long time.
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