B2C lead to contact conversion doesn't associate potential
Hello, Newish to zoho crm and liking it so far. Trying to work out a kink in converting leads to contacts. The created potentials don't seem to associate with the contacts. I can open up the potential after its created and use the lookup field to plug in a contact easy enough. But it doesn't pull through automatically. Just curious if anyone else is running into this or if there is already a known workaround. Thanks, JH
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June , I made some feature-suggestions re. the Outlook plugin. At that time, Gokul was kind enough to respond but gave no exact timing. What is now the status of the most important feature? Will it be implemented this year? Quote: 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Answer: As of now the contact sync is based on own records. Already
Time-triggered WORKFLOWS and
Hi, I'm trying to evaluate ZOHO and i've come across the following issue (might be because of the edition, but nonetheless). Workflows sent to Contacts: - when invoice is due on certain date (in the future) - invoice status is unpaid ==> send email to main contact with notification about the outstanding invoice. For now, I can only send such emails to users and/or an additional email address, but the CRM would not dynamically target contacts already in. Also, the date should also be dynamic - such
Security Threat - Web to Lead Forms
Hi, We are recently evaluating your CRM tool and when we tested your web to lead forms, We found that your forms are not secure enough. So, we feel it best works if you either tie up with a unique userid or formid. Looking forward for your reply. Thanks & Regards, Sathish Saravanan S MD & Director - Business Development sathish@amulya.biz AMULYA Infotech Coimbatore www.amulya.biz
B2C Convert not working
i have set up for B2C and when i convert a lead to potentials it populate the potentials name. What am i doing wrong??? thank you in advance matthew
New Activity not linked to Contact that initiated it
When I create a SECOND Task, it does not get linked to the original contact. (It is then a "contact-less" task. 1. I go to a Contact 2. I click "New Task" 3. I enter the details, then click "Save & New" 4. I enter the details of the SECOND Task. 5. I click "Save". The FIRST Task (Steps 2,3) IS linked to the Contact in Step 1. However, the SECOND Task (step 4), is NOT linked to the Contact in Step 1. I'm sure this is a bug, as I can't imagine this functionality by design. Thanks.
Invite Colleague to Activity
I no longer have the option on my screen to invite a collegue to an event. Was this intentionally removed or is it a bug? Thanks, James
New Popup Reminders.
Thank you guys for the new popup reminders, they are great! The more features that you guys release, the less I have to use Outlook. Hopefully one day I will be able to delete it...or at the very least turn the table so that Zoho is my primary database and only a few items are sent to Outlook.
Problems with Mass update of leads and customized Views
I have created a new field in leads, made a mass update for several records and then created a view with a selection based on this field. The records show up if I assign the field manually but not if I assign a value to the field using mass update.
Web to Lead and Default Values
Two questions regarding my Web-to-Lead Form: 1) How can I include hidden fields and assign values in a web-to-lead form e.g. Order Date = {today}, Order Status = "New: Web Lead"? 2) Alternatively, how can I create a custom field with date format that has a default value of {today}? I appreciate any feedback. Thanks, Gregg
A Few Suggestions for Features/Improvements
Hi, Noticed a few things that I wanted to bring to your attention while testing your CRM application. 1. When the admin goes to approve a lead, the lead owner can be changed and an email generated to that new owner letting them know of their new lead. This can be done whether the lead is "approved" or not. So, it is possible for a user to get notification of a new lead but when they log on, the lead will not be there because it was not "approved" by the admin. You may want to fix this (as in email
Automated Contact Follow-Up
I'm looking to find an automatic way to get e-mail reminders from Zoho to follow up with clients. It would need to be repeating (like every 6 months or so) and keep track of when we last contacted them. And since we have hundreds of contacts, it would be nice to be able to import contacts in and not have to add them one at a time. Can this be done?
Campaign Extensions
It would be useful to be able to associate a lead view (or more than one) with a campaign and for those leads to be associated dbosomworth
Help Invoice PDF Broken/Sizing Issues
I am trying to send out an invoice via the Invoicing Module in CRM. The PDFs that are created are showing our Logo (jpg/gif) and the whole page is shrunk. But if you do a print-preview, it looks OK. Any Ideas? Stephen
importing leads csvs
hi, just started using zoho i just had a question about importing the leads in csv format After importing, only 9 out of some 2000 entries actually show up. I've referred to the Zoho help and tried searching this in the forum without success I am guessing there is something wrong with the way the way I've formatted/structured the csv file in excel Can you please share some troubleshooting technique that may solve this? I removed all apostrophes in the file and also closed it before importing like
Zoho CRM - How to delete a User?
Hi, As of now, You can only activate or deactivate the users , you can't delete the users. So, during registration kindly provide a genuine Email Id for the Login Name. In case if you enter a wrong or junk email id for login name during signup ,it is not possible to change your Zoho CRM Id . But you can able to change the contact email id to which mails are sent (by default email id is your Zoho CRM Id) by editing the user details. We will provide the option to delete the users in our next major
New Task View Help
I think the new "overdue + 7 days" view for tasks is great. Is there a way to edit the view so that I only see my tasks and my partner only sees his tasks? If not, is it possible to create a new view based on the same criteria that will allow me only to view my tasks? The reason is that I would like to use this view for my Home Tab, but I only want to see the tasks I am responsible for, not my whole organization's tasks. Thanks.
Modify date and time of account
Is there a way to run a report by account modify time. I want to see what accounts were updated in a date range. I can do this for contact, but sometimes the account is updated and not the account. Wanted to check here first, before I put a Feature Request. :?
How can i add a signature to REPLY emails?
I can't seem to figure out how to add a signature to my reply emails. Is there somewhere in the settings that I am completely missing? Help please.
Help! A Mass Email has gone crazy!
I sent out my first mass emailing as a test to myself and someone else I work with. I've now received hundreds of emails from this one emailing--it's choked my email system. I can't even log on anymore. STOP THE EMAILS NOW!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! username: lewisschiff@lewisschiff.com It's the only mass emailing in the queue because it's my first so it should be easy to find! Went off at 1AM eastern time on 8-12-2008. My other email address is lewisschiff@yahoo.com -- email me there because
Supplier information all are able to see ?
How do I create my supplier and also make them visible for all the users?
Associating sales orders and products
Our company sells ad space in different publications. We use sales orders in order to keep track of which ad spaces have been purchased in which book. Right now I am trying to link the inventory of a product to the sales orders requesting them and failing pretty badly. For example: The product is 08TNWFFull. There are 6 possible spaces. 3 sales orders have come in requesting 08TNWFFull be set aside for them, but the inventory number isn't changing after completing the sales order-- it still says
Invoice Reports 30, 60 & 90 Days
How do I create an invoice report that groups past due invoices by 30,60, 90, etc days? Thanks, Stephen
Adding employees to Events
With Sugarcrm we can currently create an event with multiple employees attached, we mainly do this for important meetings or demos, this way the event shows up on everybodies calendar. How can we accomplish this in zohocrm
Contact in Print view of Potnetials doesn't show first name
In the "normal" view of "Potnetials" the Contact Name shows the full name. However, in the "Print View" only the Last Name is shown. Any ideas why and how to fix this? I am using this feature as a "Securities Trade Blotter" and I need both the first and last names to show, for compliance reasons.
I can`t signature
Hello team! my bug is rare: When sending a quote by e-mail at the hearing on e-mail signature appears above that sent him directly does not appear. At the end of signature looks: "setTimeout (function () (EditH.setContent (signContent)), 100);) What happens?
Zoho CRM - Service Update (Aug 2008)
Hello, I am happy to inform you that we will have our next CRM service update (New Features) on Aug 9th. During this update our service will be on maintenance mode. Upcoming Features 1. Contact Assignment Rules 2. Case Escalation Rules 3. Pop-up Reminders for Activities 4. Customization of Fiscal Year settings 5. Differential Pricing/Volume discounts for Products 6. Round-off/Round-up/Round-down support for Currency type custom fields 7. Public APIs for Product Line Items in Quotes/Orders/Invoices
Pop-up Reminders for Activities
In the recent Release dated: Aug 10, 2008, a new feature of Pop-up Reminders for Activities has got added. However, I could not find the same updated.. Kindly help & advice the solution. Regards, Deepak
Usage ?
Since we create new products form time to time - we need to track who is interested in those new products. To determine how many customers that are interested. Currently I have been using Potentials to track our R&D development. Entering the product as a potential. However I need to add additional contacts/accounts to each potential to show who is interested. There may be several contacts interested in this one new product being developed. I am looking for something that will link everyone together
Using ZohoCRM as business to consumer
I want to know how to create leads and contacts without using the company filed or any trick like using the customer name as comapny name? this link does not work http://www.zoho.com/crm/docs/zohocrm-b2c.html
Zoho CRM inventory update
I posted a message about this a few hours ago and cannot seem to find it. In any case, I have just recently started to evaluate Zoho CRM and would like some clarification on the inventory-sales order integration as it pertains to manufacturers. Being a manufacturer, we import raw materials and convert it into finished goods which we sell. Suppose we imported 10 pieces of items A and 20 pieces of item B. And to manufacture 1 piece of product C it take 2 pieces of item A and 3 pieces of item B. 1.
Create view for Due invoices
I want to create a view, of invoices which are due. Nothing special. So: Specify Criteria: due date is after ????? than comes the problem I can fill in a date but I want to have the date something like {today}. Is that possible? Kind regards Erik van Berkum
How do I know which of the sales orders that has been invoic
I am trying to find a way to get a view where I can see which of my sales orders that has not yet been "converted" to an invoice. Does anyone know if this is possible? I don't want to go through all sales orders, one by one, to see if there is an invoice attached. That's what I have to do today. But maybe someone out there could help me do this in a clever way? Kindest regards Mikael, Sweden
I can not get into the site Help!
I can not get into the site crm.zoho.com what's going on? I have to work please happens! :evil:
I can not get into the site Help!!
I can not get into the site crm.zoho.com what's going on? I have to work please diganme happens! :evil:
Edit view problem
I need to see a View with potentials filtered by criteria "closing date". No way to achieve this. I've tried to change date format but still I can not see potentials closing on a specific day. Where could be the problem? Marko
Export to pdf feature is not working
Hi! It seems that the last update damaged "Export to pdf" feature. Error message; Internet Explorer cannot display the webpage And the link what the export window is trying to open seems a bit funny - http://zecko.crm.zoho.com/crm/ExportPDF.do?step=exportPDF&module=SalesOrders&contactNameId=null&fileName=null&entId=51079000000085508&layoutName=51079000000083250&next=Next Is the "zecko" part correct? Randel
Two columns reduce to one, in "contacts custom layout&q
I was customizing the "contacts layout" and somehow I fouled up the "Contact Information" section. It now only display one column, instead of two. I don't know what I did, and don't know how to get it back to two columns. Any ideas? p.s. Is there a way to search the forums section for all CRM boards, as oppossed to one at a time? thanks
Update Bugs
Was it intentional to have the ability to invite a colleague to an activity disappear? Also, popup reminders work in events, but not tasks. Thanks.
User level security by view or boolean operand.
We want to let our partners/resellers ( we are a distributor and we have resellers ) to have access the CRM database. Today it is possible to limit the viewing of specific Modules such as Leads, Products, Accounts etc. Within those that are allowed it is then possible to turn off specific fields such as account name, phone number etc. This is OK as an all or nothing approach but: What we want to do is create a "view" or use boolean operands that will limit for example Accounts or Leads to a specific
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