Feature request
Requested feature if this is even possible: Making a call (using tasks for now) and Skype together We use Skype to record calls from time to time. Is there a way to launch a call window (task for now) and have it dial out via skype and begin a recording call process once the call is complete add the recording to the call (task) in the history just wondering...
How to set "From" display name in email template?
When managing email templates you can set the "From" address that will appear on the outgoing email, as in the following image: However, when recipients receive emails based on this template, the "From" address they actually see shows a display name of "UK Support" instead. Where is the display name managed?
Summarising multiple contact's notes/emails in Potentials - or anywhere
Hi, I sell high-end specialist software and there is generally only ever one potential per Account, with contacts being gathered into that Potential, as interest in adopting the software grows. So it's really important for me to track multiple contacts in a potential My problem is that there is not one page that shows all discussions/notes with all contacts in a particular Potential - as I need to drop down to individual contact pages to send emails to the indivudual contacts. Is there a page that
Reminder or Alert-Feature?
Hi, how can I set up a Pop-up-Alert or Email-Reminder in Zoho CRM? Currently I only see the possibility to create a new task with a certain due date every time I want to keep track of a planned action. But when I have 50-100 future task which have only the function to remind me of a follow-up phone call, which I want to make 6 month in the future, they "pollute" my task list overview, where all the other really important tasks like "presenting a new product" etc are. I would love to have an easy
relate Zoho users with events imported from other system
I made a mistake and didn't import users list with my own IDs but created them manually. I need to relate users with events from other system.. Can I relate this users with events that I am going to import? During import events I tried to use IDs (example: 82686000000035003) that I got from exporting users but this IDs doesn't work. I don't see possibility to remove users - email ids I reserved and I can't import from file with my IDs. Best regards, p
Use for a tutoring business
We are a small tutoring business (start up) Tutor Melbourne and have started using Zoho CRM. I have used various enterprise level CRM packages and I am very happy with the way this system is designed. We are using the free version now, but as we grow I expect that we will need the licensed version, but I believe that the pricing is very reasonable compared with many other solutions. I will write a detailed case study in a few months, when hopefully, we will have everything configured and working
Potentials: Closing This Month - missing data
Please note my Potentials: Closing This Month view is missing data. It only shows one of our users and there is no way to filter the data. So therefore it should show all users and it does not... please advise.
Edit individual fields without editing whole record
Hi, We use Zoho CRM more and more so thanks for the good work and keep it up. One feature of Zoho which I like is that I can edit an individual field in a record by hitting the "edit" link next to the field. This is useful for changing a record's status, for example. However, I cannot figure out how to enable or disable this feature. Some fields have it, some don't and I have no idea why. Any clues? Thanks, Nick
Can't convert Quote to SO because first converted SO was deleted
Hi, I have a small problem which is that a quote was converted to a SO and the SO was subsequently deleted. The original quote is still valid, but can no longer be converted because Zoho tells me it has already been converted. Any way out? Thanks, Nick
unable to log in to CRM with existing Zoho account
i'm unable to access Zoho CRM using my existing Zoho account. it comes back with the warning (see attached) that another account will be created for me if i continue (see attached) and, therefore, i press the Cancel button. i guess Zoho CRM is not working properly in SSO?
New User
Trying to add a new user to our account. When he is logged in through the link on the invitation email to the main account page and tries to continue to CRM a page shows 'important note' CONTINUE OR CANCEL. We presume he already has a user id and hit CANCEL, then it simply goes back to the account page, hit CRM again and the same happens. Cannot get in to CRM for our new user. Wil have to cancel account and find new provider?
Updating Account Data
How do you update account (field-specifc) data without overwriting or duplicating current data when importing? We need to add weekly updates to our accounts. However, in testing, we could not seem to import the information correctly without causing a duplication or overwriting the current data. Thanks.
Mapping Custom Fields
I am trying to map custom fields to autofill data when converting from a quote to Sales Order to Invoice. When I go into the Setup ---> Quote ---->Fields List ----> Map Custom Fields all of my fields are mapped the way I want them (For Instance Scope of Work (Internal 1) Should autofill the same data after each conversion) but when I convert it these fields are blank and do not have the information I need. What am I doing wrong and does anyone know how I can fix this?
Sending an email in Zoho CRM
When sending an email in Zoho CRM is there a way to show my name in the customers inbox instead of the whole email address?
Ability to match products with leads
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Can I share my customized CRM DB template so others can use?
Anyone who has been out on the job market in the past year knows how brutal it is. I am creating a customized db that will allow me to track my employment search as if it were a collection of marketing campaigns. Is there a way to allow other job seekers to setup their own accounts and copy my CRM customized template?
Search Function Limitation
Hi there, I am having problems with search function within sales order and puchase order etc. Firstly can this be customised: The issues that i facing are: - when i search for a product within sales or purchase order, it either bring back all product or none. - even i have seletec a vendor it brings back all the vendor products. - it only lets search by product name and doesnt allow multiple field search - it shows by 10 per view when showing all, can this be changed to 50. - Also can multiple field
Report Information
In the section for building Matrix Reports please add 'Count' to the "Colums to Total" tab. Thank you, Stephen Bero
Importing Data to Custom Fields
We are trying to import data into cutom fields that we have created. When importing the data, it doesn't import correctly. Some of the accounts do not have all of the data. Can anyone suggest a better process for importing custom data?
Role/Permission Help
Having a challenge getting my roles and so forth correct. Would someone review the attached and offer me some advice. My main challenge is getting the Regional Managers to see their own and their subordinates permissions to where they can see their sales channel. I would appreciate some guidance on the topic. I may need to upgrade, but any help is appreciated. Anyone up for a conversation?
Can't view e-mails within Zoho CRM
I've found a bug / feature with the 'e-mail' functionality within ZohoCRM. if I go to a Contact and send them an e-mail within ZohoCRM it sends an e-mail successfullly but if i click on the link to the e-mail within the Contact screen it just pops up a blank window. I have had similar problems with parts of ZohoCRM not displaying properly - these were fixed by updating my timezone and locale settings. I have the Outlook plug-in and e-mails sent via Outlook and then linked back into ZohoCRM
poor ping for crm.zoho.com
We love and recommend Zoho apps. Lately we are having problems posting from the crm component, though. A ping shows the following: Ping has started ... PING crm.zoho.com (74.201.154.150): 56 data bytes --- crm.zoho.com ping statistics --- 10 packets transmitted, 0 packets received, 100% packet loss Would appreciate advice on resolving this matter, Regards, Lynn Enright
Is email for CRM working?
We love and recommend Zoho apps. Lately we have had issues with sending mail. A ping for crm.zoho.com indicates the following: Ping has started ... PING crm.zoho.com (74.201.154.150): 56 data bytes --- crm.zoho.com ping statistics --- 10 packets transmitted, 0 packets received, 100% packet loss Any suggestions on resolving this would be appreciated. Lynn Pendrigh
Cannot sign in
Hi, I was invited by mail from my CRM Admin and I signed-in and confirmed the confirmation mail. But I cannot log-in the CRM app. I only reach the Personal space and it asks me to create a new CRM log-in, but than I cannot use the database we have. Is there any further setting I've to adjust? Thanks!
Cannot see Quotes or Sales Orders in 'Description Information' for Potentials
I have organised my Potential Details so that Quotes and Sales Orders are visible in the section 'Description Information' on the Potentials page but they do not appear. I can make all the other fields appear or not as I so wish, Notes, Stage History, Attachments etc., but Quotes and Sales Orders stubbornly fail to appear. Why? Thanks, Nick
Possible to have a follow up task created after 7 days of email sent?
Hi, I would like some automated way to schedule a task after 7 days an "sent email" was attached to a lead, contact, potential. Is there currently a way to do this? Greetings, Martijn
oulook plugin changes from pm to am
Hi, oulook plugin changes from pm to am I created event in Outlook calendar at 12 pm on 15.06 Monday than I moved this event to tuesday 16.06. Sync Calendar to Zoho CRM and event apeared in CRM but there was wrong time 12 am. best regards, p
Zoho CRM team MUST use Zoho CRM!
Sorry for that but I can resist temptation to tell you that you MUST use some CRM. I post many tickets and still getting same question: " Please let me know your convenient date and time along with your contact number, So that we can have an online meeting and fix your issue. " Please, don't ask me that again and again - I am convinient every working day from 9 to 17 CET at the same phone number as usual. I use zoho chat so You can also call me whenever you see that I am online. Best regards, p
Calendars and CRM
I was hoping that the single sign on would bring the two calendars, Business and CRM, together.Is this the case yet and I am missing a trick?Many Thanks.Richard Forshaw
Create task when new lead created
Hi, I am trying to create a task whenever a new Lead is created. I have added my task rule to the Workflow rules section. The task has a due date of: WFRule Trigger Date plus 4 But the help is not clear what triggers the rule to create the task. Thanks,
Automatic tasks on Lead Creation
I am trying to setup CRM so that whenever a Lead is created a task is automatically created as well. I have setup the Task Rule with the following due date: WFRule Trigger Date plus 4 (I also tried with WFRule Trigger Date Plus 0) But the help documentation does not tell me what will trigger this task creation. Does anyone know how I can do this?
Which potential stages show in Pipeline?
I could not find any information about this topic yet: I have added a few stages to my potentials, one of them being "Project Cancelled" and another one "Partial Closing". Here is my issue: "Project Cancelled" - it still shows up in the pipeline on my dashboard and stays there, even though I entered closing date 30 April 2009 Name "Project Cancelled", Probability "0", Sort Order "9", Forecast Type "closed lost", Forecast Category "omitted" "Partial Closing" - still shows up in the pipeline on my
potential export / import
I exported all potentials. For one i have three contacts with specific contact roles - I can't see this contacts in export file. Can CRM export and import this data? - is it possible thru API? Best regards, m
CRM Calendar Features
I'm relatively new to Zoho CRM and am still trying to understand the depth of its features. There are two things I would like to do. Please bear with me as I have some specific details I would like answered. Synchronize the CRM Calendar with my Outlook calendar. Does the Outlook plug-in work with the CRM calendar? From what I can tell the CRM calendar and the Zoho calendar are distinctly separate. I prefer to use only the CRM calendar and not the Zoho calendar so I don't have to manage two
Merge information from Zoho Reports with Zoho CRM
How do you merge information in Zoho Reports with Zoho CRM. Also noticed it CANNOT be done with Zoho Contacts. Please suggestions and feedback would be greatly welcomed Thanks
Solutions email
Is there a way to email out public information from the solutions section to send info to our customers?
Task Lookup Field
Please advise why we cannot add "Lookup" fields under tasks... I wanted to add a way for my staff to update their potentials directly from a task - can this be done?
Importing Contacts from salesforce - Reports To field does not resolve object ID
Hello, I have imported a Contacts list from salesforce.com using the "Migrate from other CRM" tool - and have mapped the "reports to" field to show the reporting hierarchy between contacts. The data comes across ok - but shows the "reports to" field with the object ID - ie it is not reolved to the actual contact name. For example - Reports To:0034000000U1zURAAZ The same functionality works fine for Accounts and Parent Accounts - I have imported these in the same way and they show the correct relationships
data export
hello, i am trying to export my Leads data and succesfully i have been able to export 3000 records, but the thing is i am getting the first 3000 records instead of the last 3000 records out of the 4000+ records i have how can i do this? is there a way to have the export selection to get latest records?for example records fromm 3001 to 4000 instead of records 0001 to 3000. please help
Data Import
I have been testing the migration of data from Saleslogix to Zoho CRM. Some 5K accounts and 10K contacts. My first attempt went well with contacts linked to accounts and all was well. However, I missed some items and decided to startg again. So I rolled back previous imports and deleted data where this was not possible. I re-imported accounts and contacts using the accountid as the ference point. Unfortunately the accounts do not show contacts but contacts show related acount in list view
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