Import : Documentation and advices ?
I am trying to import contacts, tasks, notes from Act!. My csv files seem correctly formatted. However 3 times out of 4, I receive a message from Zoho without any explanation : "Error occured in Data Migration while migrating the data from the null file ". Does it exist on Zoho a documentation or some advices webpage which could help me to import my data ? Thanks in advance. Mayeul[/img]
How to Relate Account "Notes" to Their Contacts?
I noticed when adding a note to a "Contact," Zoho CRM automatically adds that note to that Contact's corresponding Account page....however it appears the reverse is not true. Is there anyway to add a Note to an Account and have that note relate to all of that Account's related contacts? Does the association really go one way but not the other? If not, let's contemplate adding a few lookup fields in the Notes section Thanks.
Creating a function - need help
Hi, I am having trouble getting a function to work properly. Details are: Form name: Student Field name: Status - it is a drop down with two options - "Actioned" and "not Actioned" The default entry on form success is "Not Actioned" I am trying to create a function so that in the View for the Student form I can have a button which enables users to change the Status field from "Not Actioned" to "Actioned" only for that record. Can someone help me out? Thanks a lot. Tony
Access denied to tasks?
Hi, I just set up ZohoCRM to test it out and imported a bunch of contacts. I then went to the home page, and see the module for Open Tasks at the top, but I am told: "Access denied. If you are the administrator, please update your profile settings. Otherwise contact your administrator to enable the access." I am the administrator (since I set up the account), and I've searched high and low for profile settings that would allow me to see open tasks, and I can't find it anywhere. What am I missing?
Available Field List -Grayed out, cannot move field names
I am working on "edit page layouts: Accounts" and trying to move newly created fields to the selected field list. The available field list is "grayed out" and I cannot move anything. Is there a separate editing area to do this? Please advise on how to make this work. Thanks.
Import duration process
I have about 10 000 accounts to import into Zoho (from ACT!6) and 35 000 Notes records. How long it takes to be processed by Zoho once my csv files are ready ? It could be done during the week-end ? Is it possible to buy an individual assistance for this tricky operation ? Thanks in advance. Mayeul
How to name potential
When creating a potential, what should I use for the potential name? What I mean is, what is the difference between the potential name and the Contact name for example. Any ideas ?
How to track updates since last login?
Hello All, We have been using ZohoCRM for a while now and face a unique issue. Senior Managers find it hard to track the changes, updates and new record creations made by Junior profiles, since their last-login or last-check. When they travel, they actually have to be sent emails with links of updates made in ZohoCRM. How are Team-members/Peers/Subordinate updates tracked in ZohoCRM? Is there a recent-posts feature in Zoho like the forum scripts have? We are finding this as a big stumbling block.
Last price supplied
Hi, When quoting to a client we need to reference the "Last Price" at which the product was supplied to customer. As this data is residing, in the invoices in zohocrm, it would be nice if we are prompted the last supply price of the product at the time of quotation. Thanks,
Groups Access to versions of invoices etc.
I am looking at Zoho for a company with a number of offices, each office should only be able to access their data and any correspondence (invoices etc) should come out with their office details i.e. address, telephone numbers etc. Is this possible in Zoho
Launching Zoho Writer for attachments
How do you auto open zoho writer when opening an attachment in the CRM system? It wants to open a local application.
How to set up Revenue for Services?
How do I set up revenue projections in Zoho CRM for a Professional Services company that looks at all revenue as profit? There are no products sold, and no billable hours. We sell real estate and we get paid a flat fee when the deal closes, we get nothing if there is no close. More importantly, we get paid in 2 intervals...we get paid half of our fee when the deal is signed and we get paid the other half when escrow closes...which can be anywhere from 1 month to 1 year later. I have been trying to
Unsubscribe footer not accepting html
I add "Click here to unsubscribe" to footer then click on "View HTML Source" and add the html code then save. Whatever I enter, the code saved is: Click here to unsubscribe Please help
New Workflow Task Created Everytime a Lead is Save
I have created a workflow rule that creates a task for the lead owner when the Lead Status is set to a specific value. I have chosen to check the rule when the lead is created and modified, since this specific lead status may not be the specific status when the lead is created. The issue is that if the record is edited and saved when the lead is in this specific state, a duplicate task is created. First, I understand this is "works as designed"..... I just wonder if there is a way to set the workflow
Unique fields
I have added a custom field called "Archive Number" to my 'Solutions' tab. I enter this number by hand, one by one. They match to a physical folder number, stored at the back of my office. I want this field to be unique, that is, no duplicates. How can I do it?
Additional Blank Tabs
Each business has their specific intake forms. Would you consider in future releases the capability to create new blank tabs. If that is not possible would you consider the ability to be able to remove all fields from existing tabs. Some fields in some of the tabs are currently restricted from being able of being moved. Thanks Nibal Elsaadi
Mandatory Company field on Create Lead
We work in B2C and B2B so "Company" is not always relevant. Would I would like is for Company to be optional, if Last Name has been completed. Thank you, Christopher Stennett
Description alingment in Quote & Invoice
Hi When i insert Product description in my Quote and Invoice Templates, the alignment is going out of place when i export them to PDF. In the description field when go under products however the it is aligned properly. Is there anyway i could correct this?. Regards Srinivas
Problem in Contact Address Information
I am sure that this is my fault, or at least that of my colleague For some reason, the Other Street field is missing from the Contact Settings > Edit Page Layout, yet it is on the Contact page, out of sequence. See the attached screen captures. How do I fix this? Thanks, Christopher
Accounts Tab
I would like to suggest an improvement. It would be great to have another Accounts Tab so i can group different accounts into two big sections. For me this would make my work easier. Kim
The Forecast workflow / Service as product
Hi, as I am new to Zoho and have no account, I have some questions before we would try it out: 1) Our workflow ist like this: a) Opportunity - a potential customer is identified for a theme/service. Time frame ist not exactly determined, revenue amount dito (although i "force" people to add data!) realization chance typically is >0 and <20 percent b)Lead - a more concrete demand of a customer which is one step before a binding offer. Timeframe is known, revenue size dito. realization chance typically
revenue for potential. manually input it ?
I have a question. In my company, we have potentials which generate an X amount of income. For example, a potential can bring 100k usd to the company, from which only 10% is revenue, in other words 10k is revenue. This however, varies from potential to potential. Some potentials bring us a revenue of 9%, others 15%, it really depends.....is there anyway to manually indicate the revenue in a per-potential basis ? As of now, zoho tries to calculate the revenue by itself which is very frustrating since
How to enter note or task on large number of contact at once
Since the mass email limits your ability to send emails (250). I had to use a different bulk email program to send out a recently email blast. Trouble is I would like to record this on all contacts. Is there a way to do a mass update to add a note or task to all contacts with emails at one time? Anyone have any suggestions?
CRM Best Practices Knowledgebase
Looking to collaborate and share with others on Zoho CRM Best Practices. Will be compiling a case and solution scenario type knowledgebase to capture this information. Anyone here interesting in sharing their experiences? We'll also be doing a webinar focused on Zoho CRM Best Practices this month - http://cybersurfer2349.wiki.zoho.com/Zoho-CRM-Webinar.html Earl Rudolfo SMBOnline 360� http://cybersurfer2349.wiki.zoho.com/
Confused with the whole email workflow
I dont know if Im missing something, but so far I havent found a way to easily work around this problem I have. Curretly for every potential I have, there are a lot of emails sent back and forward. This is a very normal process. We send prices, adjustments, revistions, and the client send us questions and other stuff they need. Now, currently my workflow is very slow using Zoho CRM in this regard and I wanted to know what am I doing wrong. Ill try to describe my problem to see if anyone can suggest
Running Slow
Zoho is running a bit slow today. Anyone else having this problem?
Related field error
I am at my wits end regarding a "Related Field" error that keeps happening and no one at ZOHO seems to be responding. I created a look up field early on when I set my ZOHO CRM account up with a look up to ACCOUNTS. A month or so ago it started to error and only show numbers not the accounts name. The accounts internal code number I can only guess. Well I corrected a huge amount of data and it seems to be working properly. Starting a couple of days ago it all started happening again. All my data in
ZOHO CRM Support for Chrome
Are there any known issues when using Google Chrome web browser with Zoho crm? I've been experiencing delays....especially when converting a lead, or other similar actions.
Pricing structure
Just a quick question to those who know- The free edition supports up to 3 users, and $12 a month after that. No problem, I understand that. but the buy now page lists "storage" options. Does that mean if my DB grows beyond 100 or 250MB that I have to pay essentially $30 a month for another 100mb of storage? That seems a little steep to me, can someone please clarify. I can get a webhost for $5 a month that will give me a gig of storage, so how can 100mb be $30 a month? Also, any idea on the pricing
Web to Lead: CRM Timeout
While testing my web-to-lead form I received a Zoho CRM message that my session had timed out. I logged in again and checked the new Lead, but discovered that the only field populated was the Name field with "No name provided" or something similar. Interestingly enough, from the user's point of view, the form appeared to have processed the data. Obvioulsy, I'm concerned that 1) I need to be logged in to receive the user and 2) this may go unnoticed from my end once I go live. Any idea what's happening?
What is "account site" for when creating a new acc
It is right there under Account Name, and I dont understand what it means ? at first I thought it was "website" but....there is a website field too. Can somebody please clarify this for me ? thanks in advanced !!!
CRM - Price Quote Template: does not show discounts
Hi, I am trying to have the price quote template show the discounts applied the the individual item prices. How can I do this?
e-mail template data doesn't show
Hello, I'm using templates to send info to leads. But I'm inot getting any data in email I sent? What's the problem?
Cases v.s. Project ?
I am unsure of where to place my tasks. I am using CRM and would like to get 8 recurring tasks set up for each Case. I am not seeing that functionality in CRM...I see it in Projects but Projects seems to be overkill for my needs. Can anyone suggest a direction? Thanks-Newb to Zoho CRM
Problem with CRM - Viewing/Editing Invoices
I am new to CRM. I was successful importing contacts & products. I have been able to enter invoices, task & campaigns. However, whenever I add or create a new object, the screen maintains the 'loading' graphic. In order to see what I have added I have to go to a different module then click back to the module I was using. Also, most importantly, I am unable to edit the invoices. When I go to view or edit, the loading graphic spins and the page never populates. No matter how long I wait. :!: Screen
Task View - "Next 7 days + Overdue" MY tasks?
Is there a way to have the "next 7 day + overdue" view filtered to include only my tasks? This is a great dynamic view, but it's not very useful if I have to view the tasks of my whole team. Thanks, James
Custom Links
In sales force and sugar crm their is a link that is near a leads name or contacts name that you can click and it has a mash up that is connected to insideview.com so you can pull additional info such as news etc about the individual. I tried to set this up in zoho but I think it will take your talent to create a app that can interface with insideview. Is this correct or can I do something so I can continue to have a link to this service. Thank you, Paul ppotratz
New Features Updated on ZohoCRM Beta
Dear all, We are happy to announce that we have updated our ZohoCRM Beta service with the following features. 1. Campaign Management. 2. SalesForce DataMigration Tool. 3. Personal Account Support. 4. Upgrade of Personal Account to Corporate Account Support. 5. User's entire Data export Feature. 6. Customizable 3D Flash Charts. 7. Bulk Transfer and Bulk Delete Wizards. 8. Date Formatting based on user locale. 9. Imports for Tasks and Events. All your valuable feedbacks and comments were very useful
Invite a co-worker for Activity
The ability to invite a co-worker to an activity is no longer available. When will this be fixed? Or was it intentionally removed? I have posted about this a couple of times and I can't seem to find any answer, please forgive me if you have already answered this. Thanks, James
Lead Import to a Boolean field fails
I have setup several custom, boolean fields in my Lead table they are NOT "Enable by Default". It is used to indicated the product/services that we offer and that the client may be interested in and then when converted to a Potential/Contact will indicated the services we are providing and the ones that we are not. I am importing specific product leads and created a column and mapped to the field but I can not get the imported leads to show that value checked off. I have tried the following; the
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