I’m having problems accessing the CRM application.
Can you please provide a contact to help with issue of accessing my CRM application? Thanks, reta@ubilight.com
How to add to CRM an existing user?
Hello dear Zoho team! I would like to add to my CRM instance an existing Zoho account. But I cannot - 'User already exist'. User would be happy to erase his CRM instance and join mine, but how? Please advise!
$(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) No Longer Being Displayed
We have been operating a Zoho CRM system for several months now without issue. However we now seem to have lost several of the fields when printing out anything from the templates we have created. In particular the following fields are no longer being printed $(Invoices.Qty) $(Invoices.List Price) $(Invoices.Total) and yet $(Invoices.Sub Total) $(Invoices.Tax) + others still are being printed. No changes have been made to the templates its simply not pulling the information from these fields. This
Grouping Tasks/Activities
Are there any plans to allow the ability to create views of grouped tasks? For instance, tasks grouped by priority etc.? I really need that. Thank You
Importing from ACT
Hi, I need to import several hundred contacts from Act into Zoho CRM. Each of my contacts in Act has several Notes (records). What is the best way to import them and also bring in the Notes? Btw, when would someone use a Contact? It sounds like everything would start as a Lead. Thanks.
Changing from Contact to Lead
For some reason, some of my leads were miscategorized as contacts instead of leads when doing a mass import. How can I change these to leads without manually entering them as leads?
Seeking Coder $
Hello All, Looking for some help. Overview: We receive leads from a source via email, we would like them to automatically be added to the CRM ideally as a web-to-lead which would require final "approval" as the leads are usually not presented in the format we would like, i.e. proper syntax, etc. Option Tried: We would like to use a program called email2db (email2db.com) which is an email parser. The program allows us to do HTTP posts when certain conditions are met but we are unable to get the
Zoho Email masking
Hi, I have a query. Currently, when I send emails to customers from Zoho, the From email comes to be my user name. We have 6 users of Zoho CRM and all of them send mails to customers and currently, the mails are going out from their accounts. We'd like all these mails to go from support@ourcompanyname.com - this account exists. How can I configure this in Zoho ? Appreciate this. Thanks Nirat Nirat Bhatnagar
what is the function of Autoresponders
Hello, Could you tell me what's the function of Leads-Lead Tools-Autoresponders? On "Autoresponders" page, I have set "Responder", but I don't know how it work, what is the function of it? Thanks.
Renaming user IDs (Zoho ID)
I am republishing (archiving) this support ticket into the forum so that people with the same problem can find this useful information: --------------------------------------------------- REQUEST: > Dear Zoho, can you please rename user from > > Zoho ID > olgacervera > > to > > Zoho ID > olga.cervera -------------------------------------- ANSWER: > Currently it is not possible to change the user name that have been > created. However we are coming up with the option of changing the user name > in
Deleting users
Hi, I inadvertantly created 2 users with wrong email ID and it seems that there is no way to delete them but sending a request to customer support. Could you please send me the email address of customer support for CRM thanks Ed Deleting Users Permanently deleting a user from your Zoho CRM account runs the risk of deleting the data and the history associated with the user. We rather suggest you to deactivate the user so that no one can log into the service using the deactivated ID. Moreover, only
Mass Email Vendors?
Is it possible to mass email vendors? This would be very helpful.
Cant add user - says Zoho CRM ID already exists
Hi, I have just set up a free Zoho CRM account and loaded all my data from Salesforce. I then tried to add a business colleague as a second user but when I use his email address as his Zoho Id it tells me this has already been used. This is because my colleague was also testing Zoho and so has created an account. He has finished testing and I know want to add him as a user in the Zoho CRM instance I have created. Where can I go from here ? Thanks for you help, David
Is Zoho Right For Me?
Hi everyone! This is my first time working with a CRM. I was given the task to research into finding a great CRM, but at the moment, I'm not too sure where to actually start. Let me fill in some information, and hopefully someone might be able to answer :) The company I work for has a database of roughly 50,000 customers over the last few years. We would like to either keep in touch with recent customers by giving them either a thank you letter or a friendly phone call. We would also like to get
Transferring information from Maximizer to Zoho
We have been using Maximizer Enterprise 7.5 for quite some time. We want to switch to a simpler format. We have approximately 8000 companies in our data base. Is it possible to import/export the information (Name, address, city, state, zip, phone, fax, e-mail , etc.) to Zoho? How? We also would want to import/export documents, and notes from Maximizer to Zoho. Can someone help us with the procedure to do this? THANK YOU! We are not IT persons...we need help!!! Also...Zoho would be used on two laptops
Import from Maximizer
Is it possible to import Company, Address, phone, fax, etc. and other information from Maximizer Enterprise 7.5 to Zoho? If so...how? Can someone please give us detailed instructions? THANK YOU!!
Email History
Hi, Emailing directly from within CRM by selecting a contact is great. Too easy. However, where do I get to see my 'Sent' emails like I can in my 'Sent' folder in my Z Mail client? I often refer to my Sent folder in my Z Mail client to remember what I'd sent up to a few days before. How would one do that if emails originate from Z CRM? I can't see any history. I'd have to visit each person in my contacts list to see what emails were sent to them recently. It would seem that the mailing functionality
CRM Email reminders not working properly
when I click on a email reminder it normally takes me to the reminder today it goes to the CRM home page only and not the reminder any advice?
CRM and Annual Maintenance Renewal by Products
New and trialing ZOHO and cannot find how to have a product allocated to an account with individual support renewal details (ie per customer renewal dates)? Basically each account could have purchased maintenance on a certain date, for any number of products and need a way of tracking renewal dates for each product / account. I have tried setting the support dates for a product and allocating to an account. However this refers to the global product and seems to require a separate product for
Invoicing electronically
zoho experts, I have a friend who has a chemical distribution business. I'm trying to help him using zoho. He is telling me as per regulations, he cannot generate email on his computer , print it and send it to his clients. He tells me, he needs to get special permission from authorities, use a dot matrix printer with a running sheet to generate invoices using computer. I find this odd and hard to believe. Can he not use zoho, create invoices, print it and mail/fax it to his clients ? Any pointers
ZohoCRM SSO migration completed; ZohoMail?
Can you please update us on the status of ZohoMail integration with ZohoCRM, since single sign-on is now implemented? Thanks!
Web To Lead Problem after Transition
Prior to transition, I had the following working: In Zoho CRM web to lead setup, I set the return url to: thankyou.php In the form itself, I had the following: thankyou.php?ID=<?php echo $_GET['ID']; ?> This worked, and zoho passed the url properly after recording the lead. In the new implementation, it does not work, even after creating a new form. I need a work around. How do I pass the variable to the thankyou page?
Mass Emailing can be done upto 250 mails per day
Hello, On Leads->Lead Tools->Mass Email Leads page,the third Tip is "Mass Emailing can be done upto 250 mails per day". I want to konw that is it refer to "the 250 mails could be sent by one account?" or "all accounts of the whole company could send 250 mails altogether? Thanks.
New Custom Field
Hello, New custom field, when more than 50 text type fields, the tip is "Field in the specified label alreay exists". The "Tip" shows: You can add upto 100 Custom Fields. But why I could only add 50 text type fields?
Assign leads to groups
Is it possible to assing leads to groups. For example I want all my leads coming from one source going to sales group 1.
System very slow
Myself and my sales team are expereincing some problems with Zoho CRM since this weekends transition. We are having very slow response times, system get stuck on loade, and has even locked up on us. We have had to close out of Zoho and start over several times. At one point it even denied log in. Is anyone else having this problem? Any idea if this is an issue all around, and when it may be fixed?
Very slow since update this weekend
Myself and all my staff are experiencing a very slow system since the update that was done this weekend. There have been several times throughout the day that the system has completly locked up, and we have to close out and go back in. The last time it did this it would not even log us in. Is anyone else having this problem? Any suggestions or help from support? Thanks
Creating new report with date substitution
Hello dear Zoho Team! Zoho CRM has built-in reports like Closing this month (potetials), Next 7 days + overdure (Activities) and some more. How can I create my own report where I can add filter like less then next 7 days for example? Thx.
currency
Hi I've just noticed that all my invoices have now the USD symbol as currency.. the thing is, I am from Europe, so it should display EURO symbol instead... I have checked the Company Details page to see if there was any change there, but all is ok, I have my country Portugal there... even tried to switch to UK, to see if the Pound symbol weould show instead of the USD symbol, but no.. ~ any ideas ? thanks Paul
Populating Title on Import
How do you update title (Mr. Mrs. Miss etc not job title) on leads import - I can't see how to map the fields Thanks, Phil
the "TextArea type field" isn't showed in the dropdownlist
Hi, At the "Activities" page, select one record ->click the "more action" ->click the "Mass update", I found the "TextArea type field" isn't showed in the dropdownlist. I want to ask: why the "TextArea type field" can't be mass updated?
Customizing Product Name Lookup window
I have a question about customizing the "product name lookup" field that pops up when adding a product to a sale order. I would like to be able to customize: a) What appears in this window b) How the information is displayed c) The size of the window d) Be able to filter based on product categories to limit what I see Is there a way to do this? I have searched the Help pages and did not find anything. Attached is a screen shot of what I am talking about.
How can I recover original Inventory templates?
I edited the original templates in Inventory templates and saved them under new names. I would like to get the original Inventory templates back. How can I do this? Thanks.
Integrated Calendar & Contacts to ZBiz
Have Contacts and Calendar for ZCRM been integrated with ZBusiness as part of the SSO? I just added an appointment in CRM and went to business and it didn't show up. is that still coming in the future? thanks, James
Are Price Books Required
I would like to setup my quotes and invoices without price books, but it seems like price books are required on a quote. Is there any way to not use price books with my products, quotes & invoices? -BW
Support Options
Where do Paying customers get support other than the forums? A whole business day turn around is not cutting it.
Sort by last name.
http://discussions.zoho.com/zohoforums?ftid=2266000000010834 It's extremely difficult to find "Bob Ward" when you have LOTS of records named Bob. So when will this bug be fixed? I know....."Next update" but what date can we expect this.
Zoho CRM - SSO Migration: Feb 21-22, 2009
The much awaited Single Sign-On (Zoho SSO) for Zoho CRM is ready! We are planning to migrate our existing CRM users to Zoho SSO during this weekend. After SSO migration, CRM users can access all our Zoho Services with a single user name and password and vice versa. The scheduled maintenance plan is as given below: Start Time: 21st February, 2009 8:00 PM PST (GMT-8) End Time: 22st February, 2009 8:00 AM PST (GMT-8) Total Duration: 12 Hrs For more details, please refer
Data Management
Having some difficulty with the following: New Users are not able to view company-wide data. They are only limited to viewing records they create or records for individuals in roles that are subordinate to them. I imported a number of accounts/contacts as the administrator and I'm assuming this is preventing them from being viewed by other roles. Is there a way to globally assign these accounts as organization accounts so that others can see them without over-riding settings to give them public
Can't add new account, new contact...new anything!
Forgive me if I am totally missing the obvious, but when using the 'New Account', 'New Contact', 'New Campaign' etc etc options, the only options I get are Save Save and New Cancel Nowhere does it allow me to add data into any fields. Please see attachment I have tried creating a contact, lead, account etc in the quick create option and this works fine. However, when I want to add more details to an account / contact etc using the edit feature I still get the same options as above. Hope this makes
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