Scheduling Reminders
I want to set up a workflow that will send a reminder to a person when they haven't followed up. Specifically, when the status of "review" (a custom field) is changed to "needed" I want to record the date and if the status of this field does not change to "completed" I want to send an email every week. I've looked and looked for info & finally decided I should ask for help.
first name in mass email not showing up
Hi When I insert the code ${User.First Name} into my email template and do a test email, I do not get anything where the name should be. There is a value in the contact I used? Please help.
Enterprise Integration?
Hi Zoho Team and Users Does anyone have experience with enterprise integrators such as RunMyProcess or BOOMI ? It's possible to realize pretty cool stuff (take a look at this) and I'm quite surprised that enterprise software integration is hardly a topic in the Zoho forums. Amongst many other things, I'm interested to link Zoho CRM / Zoho invoice with the Chinese SaaS accounting software Youshang.com. Thanks for your feedback and opinion!
Leading Zeros in Zip Code Field missing
When I use the migrate data from other CRM feature, if my zip code starts with a zero Zoho will delete it. For instance if I have a valid zip code of 06902, Zoho deletes the first zero. The default Zip Code Field is a text field and i've try using an integer field. Is there anyway to fix this? This is a very serious problem with Zoho CRM and I can't believe it can't import a proper zip code.
Default Sorting
Is there a way to have the default sorted reports by date? For example, I have an open task report on my dashboard/homepage and you have to keep sorting it by date. It appears there is no sorting at all currently. It is important to see tasks with due date first. Lee
Working with simple functions in Zoho CRM Reports
This may be a very simple task but I would really like to know how to subtract numbers in Zoho CRM reports. I need to be able to subtract COGS from Total Sales in a customized report. Any information would be greatly appreciated. Thanks,
print privew
Hello ! I am trying to view and print new custom fields that i created in ACCOUNTS and QUOTES and INVOICES but i can not make it appear on print priview. What i am doing wrong? best regards Fabio - Brazil -
Track Calls Made
Hello, I am evaluating ZohoCRM. Is there the ability to track the number of calls my salespeople/users make on a daily of weekly basis? Would this be a report or a dashboard item? Thanks!
Print View / Send Mail
In order to be able to send mail via the 'Sales Order' tab you need to enable 'Print View' in the 'Profiles' settings. It took me half a hour to figure this out as it's not clearly labeled. (why would the send mail permissions be labeled that??!) Also, enabling 'Print View' also allows the users to print out all the leads, which is a major security breach for any company. I'm hoping this gets fixed asap.
Outgoing CRM Sales Order emails taking 15-60 minutes
Currently when we use the "Send Mail" button on the Sales Order it is taking at least 15 minutes and up to a hour for the client to receive it. The CRM is sending all workflow emails instantly and that's working fine. (which is weird as I'm having the workflows send e-mails to external email addresses, not the users.) Just wondering if anyone knew the reasoning behind this, and a possible solution? Cheers
Cannot export selected contacts to CSV
Hello, I have created a couple of lists within ZOHO Business in my contacts to export for printing and mailing. It only does all of my contacts, even though only the selected group shows. How can I get only one of my groups to export? I am using Mozilla, if that helps at all. This contacts application, along with the whole desktop feature is the main reason I am using ZOHO Business. Thanks for any help.
CRM cant log in
Whenever I attempt to go to log into the CRM app I an told I dont have an account. However when I try to create and account I am unable to and told the account already exists. Can someone help sort this out please?
report with first names
I would like to have the ability to put just first names in a report. My mass e-mail needs are done outside of Zoho and I need the first name, currently I can only add the full name. Can this functionality be added please? Thanks, Leo
Reporting pipeline to business partners.
I am ready to sign up for the Professional version but I do have one question which will determine of ZOHO CRM will work for me. Some of my products are from business partners with whom I must share a weekly update of all sales in progress for their particular products only. As I look at adding new Potentials I do not see where I identify the specific product I am selling to that Account. How would I do this and will ZOHO CRM allow me to easily produce and print reports for each business partner
Tag Cloud
Are you guys considering a "Tag Cloud" or something similar to add to ZOHO CRM? Please consider it!
Resetting / Changing the SO Number
Anyway to do this? I found the answer via google (http://help.zoho.com/portal/en/community/viewtopic.php?sid=de2fa0acc1ace03b29ba77aaa86400db&p=170447) but the link isn't loading and I can't see it. :X
Exporting Zoho CRM Invoices ?
Is there anyway to export the Invoices in Zoho CRM in any other format than .pdf? e,g; csv, etc. Cheers
error trying to create dashboard
trying to create a dashboard to show emails sent this week from a report system says i do not have permission...hmmm, I am the admin. I doubled checked and everything on the admin account is good to go. Please advise why this is stopping me from viewing a report in a dashboard.Thanks
New screen error - double windows
hmmmm....this has happened before in other modules. However this has never happened just trying to open the potentials tab with stock views. Worked fine a few hours ago... Please advise what is going on today guys.
Pages will not load properly
I cannot get the Vendor page to load. All of the other pages open, i.e. accounts, leads, etc. but whenever I try to open Vendors, the pages hangs up on " Loading". What is the solution?
Setting Reminders
It states the following in the manual: How to set reminders for activities? Ans: While creating event/task you can set the reminder in the range of 15 min, 30 min, 1 hr ... 12 hrs, ... 1 day .. 6 days, 1 week ... 3 weeks. To set reminders follow these simple steps below: Select a task or an event Click Edit in Event/Task details page and check Remind at and click Save. Note: Reminder function is available only in the paid version. However, I can't seem to find the reminder option....
New User: Problem Importing Data
I've tried importing my contacts via .csv and .xls. However, the system just shows the progress bar for a prolonged period of time. I'm only importing 145 contacts and don't think it should take this long. Is there an import template or something I can use? Or, can someone help me understand how to troubleshoot? Thanks
Problem importing leads: custom field blank
Hi, I am trying to import about 1000 leads from a csv file. I'm using the free edition. I've created some custom fields in the Lead Field manager, and for some reason one of my custom fields does not import any information. The other custom fields imported information just fine, but one is just completely blank for every imported lead. I did not use any forbidden symbols or anything. Any ideas what the problem is? Thanks atorresala
Can i use @mycompany.com mail in CRM?
I would like to do it via Thunderbird, because it would be easier to sync the mails with CRM. Is it possible? How?
Related Field Update Not available in Enterprise Trial...
I am trying out 15 day Enterprise trial. Workflow Rules: Related Field Update Not available in Enterprise Trial... This is a really important function and will change how I create rules if it works. Anyway to turn this on? Or do I create 50 rules, decide to get subscription and then have to go back and change the 50 rules and tasks?
Today, cannot send e-mail templates
The system won't let me send e-mail templates for about half the attempts (I was able to send e-mail templates to the other half of my leads). This has never happened before.
Trouble Creating Work Flows
We are new to Zoho and have been try to create a work flow based off of Invoices and Prouct Details and have not be able to make it function. The Task created is also assigned to Invoices but when the Invoice is created with the designated Products in Product Details the Task in not generated. Thanks, Robert
zoho crm uses "accounts" for invoices we are B to C and use "Contacts" for our clients
How do we create and invoice for a customer who is in ZOHO CRM contacts?
Zoho Mail
I am interested in adding Zoho Mail to my CRM, but have a few questions. I have a Mac and my version of Entourage accesses my email via an Exchange Server (which also allows me to view my emails from my iPhone). 1. How do you configure Zoho Mail to integrate with an Exchange Server account? 2. Will emails I send and receive from my iPhone sync with my Zoho Mail account (or my corporate email account I add to Zoho Mail once I figure out how to do that for an Exchange Server account)? 3. To save space,
Minimize section when empty
I've had a search round google and the zoho forums but can't find a way to do this currently. Would be nice, as a space-saver to have the option to have all sections (in leads,accounts,etc) minimize themselves when empty (with the ability to expand them when you need to input data)
Issue regarding custom fields its very urgent please help....
Hello We came across a problem while we were importing our contacts from excel file. In our excel file we have a field called Create Date that holds a value having date & time(e.g. 5/1/2009 10:16:20 AM). For this we created a custom field in zoho of type Text. But when we import our file the field in zoho show only date(e.g. 5/1/2009) & do not show time in the respective field. We have tried using DateTime type for the same field but the result was same. Its very urgent for us please suggest the
How do you use the "potential closing" date?
We implemented Zoho for a small sales team (of 5 users) after having been in a hell of Sahred outlook diaries and various spreadsheets- we are still working out the best way of doing things (my only bugbear with Zoho is that the reason for certain information isn't clear- you explain how something works, but not how to use it). One problem is the "potential closing" date. What is the siginificance of this date, how do people use it? We were using it as a way of tracking potentials that haven't been
Account name lookup not working
We sell via partners. I am trying to associate Leads, Accounts and Potentials with the partner that owns them. The Lead Name or Account Name in the record represents the end customer, and I have added a custom field called "Partner" that is a Lookup field using Account Name in Accounts. My problem is that clicking on the "lookup" symbol now produces no response, including where it is used as a standard field (e.g. in the form to add a New Contact). Would appreciate any suggestions on how to
Logging into CRM from a different site
I am setting up a communications hub for my company to centralize all of our information and resources. I am using DNN (dot net nuke) and my users will be able to log in to access their info. is there a way that logging into that page would grant them access to the CRM?
Email templates in Zoho CRM should be global not module specific
The way you have the email template setup, you have to choose Leads, Contacts, etc. and then that email template can only be used on that module. You should have the ability to create a template that can be used from anywhere in the CRM. I find myself making tons of duplicate templates because one I use for Contacts I might also use for Potentials etc. This is totally unnecessary.
two email addresses in one contact
I have two email addresses for each contact. How can I send out emails to both addesses in bulk? There is no to or cc field in email templaes to add the corresponding second email field and there is no field selection component in mass emails or in individual emails. It defualts to only the system selected email field.
Approximating Salesforce's Partner/Opportunity (Potential) Contact Role/ functionality.. how please
I am hoping somebody can help me with the following.. and I hope this is not something that's been covered before. In SalesforceF one can relate accounts--- e.g. call one account a partner of another account. AND... when creating contact roles in an opportunity (potential in Zoho-lingo) one can relate contacts from the partner company. Not so in Zoho as far as I can tell. Is there a way? I hope somebody can help me. Thanks. Barak Kassar Principal and Creative Director Rassak Experience: www.rassak.com
Service Industry Invoicing
Dear Zoho, Please - we are a service supplier, CRM is great, but we're not selling products and would like to use your Invoicing Feature/Module. Can you give any time line on introducing a service based Invoice. We do not need stock control, but do need a customisable product description for each product line. Cheers Guy Hoogewerf
Tried two new apps in business and they will nto work
I tried loading two (2) new apps in business today to try it out again and they will not finish loading: 1. ZOHO CRM - never goes in and just - says loading on the right side and never does anything. 2. Another application (website) called expense bay - Same thing - never finishes loading. Please advise,.
Zoho Developer Help Required
Hi we're a Zoho partner, helping clients set-up & customize Zoho CRM to their business environment. We would like to start working more with the Zoho CRM API, to offer clients more flexible options when communicating with their CRM internally.We're looking for consultants that can help us with implementing the Zoho CRM API....please contact us, if your able to help. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
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