"Lookup" not an option from custom fields page
I am trying to add a lookup field to my campaign module so that it references the Account, but when I call up the custom fields page and click on New Field, there is no option for Lookup -- it's not anywhere on the list. I am the admin for the app so wondering what's going on. Thanks for any help you can provide.
What is the best browser to use for the CRM module?
What is the best browser to use for the CRM module?
How to view history of mass emails to leads
Hi, Can anyone suggest a solution to this problem? We have various email lists of potential clients organisezed by region.We want to send out batches of introductory emails to each, then depending on responce we'll email each list again with another email template with other offers. eg. All our leads in Texas get a first email and if they show interest we can follow up with one of several additional offers. Q: How do we mark against each lead which emails they have got so far so we can sort them
Adding company logo to email template
Please give me a detailed explaination as well as possible html code to add picture/logo to an eamail template
Report on Activities
PROBLEM: Trying to create a report on ALL ACTIVITIES. THE GOAL: To create a weekly report that sends me and my sales reps. ALL ACTIVITY on ALL ITEMS in ONE REPORT. A snap shot of what happened this week in activities. I need the report to show ALL ACTIVITIES that are created whether they apply to contacts, potentials or whatever module they were created in. REPORT SAMPLE: Date Created | Account Name | Contact Name | Phone | City | State | Subject | Acct. Custom Field #1 | Acct. Custom Field #2 |
Automatically email owner from web-to-contact entry
Hello there, I am currently evaluating ZOHO crm and had a question: I set up a web-to-contact rule that will send an auto response to any contact generated from our website but I would also like it to automatically email me (the contact owner) when that contact is imported into zoho. How do I get this set? Thanks, Jordan
Relating Activities to Contacts/Accounts/Products...
I just wanted to check in on a feature that is critical for us...Activity Relationships. It has been discussed before, but where on the priority list does the ability to tie an Activity to a Contact, Account AND Product fall? To take it one step further, we need the ability to tie each Activity/Note to MULTIPLE contacts, accounts & products. I have been working around this for about 8 months now, but it's something we really gotta have. Please advise, thanks.
Changing language to save a change
Hi, I notice that a few bugs on layout and field changes have been reported and and that th answer is that we need to go through a language change to save the changes. i.e. Setup ---> Personal Settings ---> Account Information ---> Edit ---> Change the language ---> Save. Would it be possible to post a list of which actions require this language change, i.e. new field, layout change, etc say when this bug might be fixed so that "save" change does save the change Once again, many thanks for a great
Web-to-case won't work
I have read the FAQs and was able to successful implement the web-to-lead function. Seems like when I do the web-to-case, nothing happens--nothing to approve, no entry made. Please help!
Feature Requests
Perhaps you already have this... I know there are many of us who are posting requests for features. Please consider having a poll page to let the user base vote on which features to prioritize in your implementation. I see posts all the time of features you guys are working on, but there is no way to track how your doing on them in one location and people are constantly asking for the same items in different ways and asking for updates. Consider a chart with a graph to let us know what is going on,
Potential Title
Hi - In the Potential screen, we have Contact Name (picklist) as a field. I'd like to also display the Contact's Title in the Potential screen (basically automatically retrieve the Title based on the Contact that we selected). Is this possible? Thanks.
Stage Probability Mapping
Can you implement this feature under different modules? I know that it currently under the "Potentials" which i've re-labeled for our business. But i have another product that has similar features, but would be nice to have under another tab. Is this possible?
Report of Quotes showing product detail
Is there anyway to create a report of QUOTES that shows the product detail when the report is show? example: Quote #1 Account Name Close Date 1 Small Widget 2 Medium Widgets Quote #2 Account Name Close Date 3 Large Widgets Quote #3 Account Name Close Date 1 Small Widget
Office Plugin
Hi There, I am excited to see that you now have an office plugin. I have created a test template and uploded and all has gonesmoothly. I cannot use it however, because I am getting a message on my browser instructing me how to set my browser to allow the Active X plugin which I have done but still with no success. I am using IE8 has this been tested on IE8? is this a known issue? Is there a solution? many thanks. SEAN.
Secure Web-To-Lead?
Can someone explain how secure the Web-To-Lead form is? The ability to gather somewhat sensitive information from some of our web forms is the main purpose of utilizing Zoho.
Setup problems
Hi, I'm trying to customise the CRM and going into setup and changing the details of the pick list, however, when I go back to the screen, none of the changes have happened.....I'm certain I'm logged in as the admin. By the way, I'm using the free version and am the only user. I'm sure I'm doing something wrong, but I don't know what. Thanks for your help. BTW, best CRM system I've seen! UPDATE: When I go back into the settings menu, my changes are there, but when I go back to "New Potential" all
User Passwords
Is there any way that I can over-rule the 'reset password' function for my users, or control their passwords? At the moment to keep the CRM locked down to location (users can only use CRM whilst in the office), I set a password that only I, as administrator, know. Subsequently, users cannot access the system outside the office. This is how we want it kept. It seems that there is nothing to stop them requesting a new password - which only they will know as it will come to their e-mail- giving them
Idea about inserting saved email content/creative into body of email
Please concider the following: When a user is creating an email within a record allow them to add saved content/creative to the email. Maybe a button that is titled "Insert Saved Text" that brings up a window and allows you to select one or multiple selections of saved creative/content/text. Also, an option to save a email after it has been sent as a template and after saving an opton to share with others. This along with Attach From Group Docs would be great.
Changing or updating CEO information
Is it possible to change the CEO information, mainly the email information. I need to change the registered information. Is there a way to do that?
Sent Purchase orders report
Report request: A report that shows what Purchase orders were emailed and to whom they were emailed.
BUG: In assigning tasks
Picture attached. I assigned a task from within potential. On the main screen in Open Tasks table "Related to" points to Potentials. There is going to be missing icon (sign that something went wrong) Clicking on the Name in "Related To" will give me permission error. Opening the task and saving again - removed the permission problem (I had at least 4 incidents like this and I run CRM under Admin) Pic attached
setting up zoho mail add-on
I was unable to configure the mail add on in Zoho CRM. I trieds using both IE and Chrome. I had to go to zoho mail and set it up there. The tab is visiablein CRM and looks good but I am unable to find where to set the frequency of POP retrieval.
Customer vs Partner Designation
Our business has customer and partner (ISV) relationships - how do I differentiate between the two in Zoho CRM? The acquisition funnel and management of the relationship is obviously very different. Looking for a recommended approach or best practice. Thanks!
Email Detail History
Please advise the difference on the Email Detail History under a contact has the "showing fields" What is the difference between showing "sent emails from CRM" and showing emails form a user? I want all emails listed and shown. Please advise if I am missing something here.
Fetching mail from Gmail POP for the first time
When I first set myself up with the mail add-on and configured the gmail POP I remember it taking a couple days to fully download all the mail. After yesterdays Gmail blackout and the anticipation of the upcomming release I decided I would enable the email add-on for the rest of the users in our organization. Stuck on my first attempt, it seems as tho it grabbed about 200 emails this morning and has stopped. I have attempted to fetch several times since then and have left the window open.
Intuitive reminder field
PLEASE make the task reminder field smarter. Current set up: won't let you close an activity if reminder date is past due - this is crazy coz if you are closing a task there is no need for the reminder does not add a default reminder date - i can live with that but would be nice to have it set to Task Date (even just a "remind when due" checkbox would be nice) doesn't change Reminder Date if if you change the Task Date - reminder Date should also changeThanks for a great system - lets make it an
Auto-email handling
If a customer keeps emailing us, is there a function in CRM to automatically attach all her emails into a single case? I know the email-to-case function, but the auto-email handling rules are more complicated.... Some case management systems can do this, like Kana.... But I wanted to find out if Zoho CRM can do it too... thanks.
Data sharing rule for Task / Events
I wonder if anyone from zoho crm team could comment on when the data sharing will be available for tasks / events? This is really a hindrance for team collaboration in a start up company. All tasks for founders are visible either to the task owner only or to everyone. This is a major issue in a team where some members should be only seeing certain tasks and not others. Thanks
New Task
When I create a new task out of an account, the task does not show up in the account details under open activities. Why is this?
Error when Computing Forecast
Whenever I try to compute a forecast in CRM I get the following error. Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 5.1; Trident/4.0; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.04506.30; .NET CLR 3.0.4506.2152; .NET CLR 3.5.30729; InfoPath.2; MS-RTC LM 8) Timestamp: Tue, 1 Sep 2009 15:16:01 UTC Message: Object expected Line: 582 Char: 1 Code: 0 URI: http://crm.zoho.com/crm/potentials/EditForecast.do?actionType=Edit Also it does not save the fact that I
Not getting Sent Mail
I've setup the CRM ZOHO email module and I'm really pleased that it's available. I've set up a POP with my Gmail and account and I'm able to fetch all received emails in the GMail account. However, since July 17th I can not fetch any mail sent from my GMail account. Why? Any solutions?
Updating Profiles: >> Updating CRM fields by a person other than CRM user?
So let's say I have 1000 leads and I do have some custom fields. Can I merge and send emails to those Leads and ask them to update their profile ( and ultimately update some custom fields?) Is this doable? Tks
Creating fields and Chrome
With Google Chrome I am unable to select a field type when creating a custom field (I tried only for Leads) It works OK with Firefox
Is this possible in ZOHO ? recurrent sales management
I have a business where my clients have to pay monthly fees, I want to keep track of who those clients are, what service or services they have, what are those services, the amount they are paying each month, the billing days, etc etc. Is it possible to use zoho for something like this ?
Physical dispatch
I am trialling CRM, and it works fantastic. I am using the sales order function, I'd like to have the ability to convert the sales order into a dispatch note (for use in our small warehouse) - with no prices or invoice address details etc on it. Once the order has been filled, i'll then convert it into an invoice. Anyway, after that ramble, I'm looking for the ablity to create a copyof the sales order purely for use in the dispatch department. Is this possible? Steve...
Export only selected contacts
I would like to know how to export just the contacts I have selected in my contact list. Any help would be great!
Reset Quote Number
Hi, I'm customizing my CRM. I want to reset the quotes number. In my quotes appears a crazy number like 1223590000000670. The quote number variable is ${Quotes.Quote Number}. How can i reset it? Thanks, Javier
Can Field Validation Rules be implemented in Zoho CRM?
I am not finding a place for the above functionality.. is this possible to implement field validation rules based on some logic in Zoho CRM?
How can i find my 'orgId', 'xnQsjsdp' and 'xmPqMMnsd' values for WebToLead ?
How can i find my 'orgId', 'xnQsjsdp' and 'xmPqMMnsd' values for WebToLead ?
Sync CRM and Personal contacts
I've looked for an answer to this question but cannot find anything definitive. Is it possible to synchronize my contacts between Z CRM and Z Personal? The reason I ask is that I have a .VCF file (generated by Palm Desktop) which Z Personal imports beautifully -- it identifies all the fields correctly without asking me to map anything. If I try to import the SAME .VCF file into Z CRM, it wants me to map all of the fields. If Z Personal can do this without asking me to map, why can't Z CRM? If I
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