Auto mail
Hello, I'm using the free version of Zoho for a non-profit organization. Is it possible to send a automatic Email when someone is added to the contact list via the web form? Kind Regards
Is it possible to reusable create user defined fields?
Hi I am new to Zoho CRM and I need to create a 2 Custom Modules for my company. I need to create Employee module to Store the personal information (name, dob,etc and Postal address and Residential Address)of Employee along with his address and 100 point IT validity details. I need to add Postal address manual only if Postal Address and Residential addresses are different. (which will be defined by check box as usual). Is it possible to hide/show section and auto fill the contents based on value of
Reminder option in Open Activities -> New Task (Leads)
Hi all, does anyone know what happened to the option of setting a reminder for new tasks in open activities (ZOHO CRM leads)? Just yesterday I was able to do so - for example set a reminder about a call i had scheduled as a new task, with the ability to choose the date and time of the reminder - and today the option is gone. Has anyone else noticed that? Thanks! Ania
Large Sapce between Web Form and Header on Wordpress
I created a web form in CRM plus and added to my Wordpress site in text view (I saw that someone prior had a similar issue and the response was to be sure that it was in text view). That said, there is a large gap between my header and where my web form starts. We have done everything we can to try to figure out what is causing it, but have had no luck. Can someone please take a look at my URL http://www.flcompquote.com and let me know what could be causing the issue? All we did was copy and
Photo contact where stored ?
I upload a Photo to my contacts and I see it in the left uppercorner. Beautiful ! Can it be a bigger size ?? Can I get this Photo in a Listing like: ( via create a new View): Mr. Johson xxx@yyy.com ..Photo xxx Mr Carsten yyy@zzz.com .. Photo yyy Thanks for help. William
How do you make a custom form in CRM?
What I'm trying to do is make a company paper form electronic can this be done in CRM?
Activities - import with lead information
I wanted to muss upload activities. They should be associated with leads. How do I put the leads information in the upload file to ensure, that these activities are linked to the leads? (Btw. I'm using the German language version)
CRM - can multiple mail accounts show up as one inbox?
Using CRM, I've got multiple email accounts - can I configure settings to have them show up as one email inbox?
Migration of Data through Email ID
Hi All, I want to import/migrate Potentials into the CRM, however the related to does not pick up Email Address. I need to use Email Address since there are more than one person with the same Contact name.
Problems getting email to work (send mail)
I just started working on Zoho today. have gotten my google mail integration working but whenever I try to send an email from the CRM, it doesn't work. I'm trying to utilize the email templates. It originally said that i need to disable adblock...which I believe i did. Still nothing. I think i accidentally disabled the alarm saying to disable adblock as well.
Email tracking
I would like to store email communications with the corresponding contact. I see that i can do that if I am sending an email from the system. Is there a way to store emails not sent? In other systems, I have seen that there is an email address that I can bcc that will go to the system and be connected with the corresponding contact. Is that possible in Zoho? Or is there another way to collect emails that are not sent directly from ZOHO? Thanks!
Please help me cancel my crm account
I need to cancel my CRM account in order to use another Zoho CRM which we have set up in parallel. I received the following automated email from zoho CRM: ============================================================== Hello, Mr Person has invited you to join XXXX ltd's CRM account. Since you are already a part of ZZZZ CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete ZZZZ CRM account. You can
Do I exploit all the tracking possibilities in Zoho?
At my company we are doing our best to track ROI on marketing activities, but I'm not sure if we are doing it optimally. Especially we would like to be able to find out if people that register for our free trial (we sell software) have EVER clicked on one of our SoMe ads. According to Google Analytics almost all of our conversions come from organic searches and 'direct', and when I look at 'Assisted conversions' on Analytics these two are pretty much also the only two sources that are shown. We believe
Sharing a contact
How can I share a group of contacts with other users or user roles?
A word of caution before switching to ZOHO ONE
To those in another edition of Zoho CRM that are considering switching to Zoho One, make sure you're not over the standard allotted storage limit before you proceed. i.e. anyone using BCC Dropbox and paying for extra storage. There is no extra storage option in Zoho One as of yet, so you will not be able to BCC any new emails with attachments. This may not apply to a huge swath of users but for those that it does it will save you a huge headache until they sort this out.
loading events
I am trying to load evebts from excel and am getting an error "From date must be less than or equal to to date" . Both dates are in the excel file but only the to date is being copied to the data loader. Can you help?
Importação de clientes - HELP!
De: Não Consigo importar Meus Clientes. O Sistema NÃO possui hum modelo de Como preenchido Ser DEVE?
Search for Duplicate Tasks
Hello. Is there a way to search for duplicate tasks? I might have created some duplicates accidentally which were triggered by wrong workflow automation.
Mail merge activity
Hello , I was wondering if theres a way to track activity of mail merge documents activity. For example everytime we get a new client they have to receive a welcome packet and not all of our clients have emails (servicing senior citizens) , so sometimes we have to print it for them. I realized theres no "tracker events". I also noticed that when you email from the mail merge view the system doesnt log the email in activities. Is there some type of workaround ? Thanks.
Mapping Account data to contacts and potentials
Would like to map the data from an Account record (i.e. industry, account specific information about their systems, etc.) to the contact records and potentials. Is there a way to do this? Thanks
Turkish Language support!
Hi, We are thinking of testing ZOHO but need to make sure it fully supports Turkish language. would appreciate feedback from ZOHO experts about this point please. btw. we also need it to support all other options like Books , creator ..etc Regards, Ahmad
Forecast categories
I have created 16 stages for the many steps in our sales processes and have associated them with probabilities using the Potential Module probability mapping feature, however, my boss would like to set the stages as sub categories under 6 main Categories I was thinking I could use the Forecast Category or Type in the Probability Mapping feature, but couldn't see if i could run reports or list views of opportunities using the Forecast Category or Type. How do you run reports using Forecast Categories?
ZOHO GDPR compliance as a data processor
Hiya, I would really appreciate it if Zoho can provide an update about how Zoho CRM will be compliant with GDPR - i know there are threads within other product forums, but I'm just keen to see how Zoho CRM will provide 'contracts' in its role as a data processor with those using this service. Many thanks, Joanna
What the AccountID or LeadID for?
hello zoho team, I would like to know more about my options with ID fields and what are they mainly used for? BR Doron
I can not add a "task" from the "opportunities"
I can not add a "task" from the "opportunities". Button "save" (Zapisz") does not close the window of adding task. Any idea? regards Tom
CRM Feature Enhancement
Hi, I find the BCC Dropbox very useful for recording communications with customers. However, sometimes we send brochures or similar commercial material that is exactly the same for hundred's of emails. I would like to keep the record of the email sent, however storing the attachment 100's of times eats up a lot of space in our storage. I would really like the possibility to choose if I want to store attachments of emails or not in the BCC Dropbox option
Populating field based on data from different module
Hi, I don't even know if this is possible.... We have a schedule module that lists the development times and details of the product. This module contains a code field which is relevant to the specific product and version of the product. We also have an order module where agents can select the product and select the version and raise customer orders. What we need is when the agent selects product1 from a dropdown and version 3 from a dropdown for the order module to look at the schedule module, see
Attachment processing
Hi, Is there anyway of updating a record to show when an attachment has been added? At the moment we have a module to manage documents for potentials and I would like to be able to automatically update the record when an attachment has been added. At the moment it is a manual process of ticking a box when you upload a file. Many thanks, Joe
Implementation Process Task List
We have an implementation process for each new customer that is the same. How can I create a task list with different tasks for each team member that can be checked off as they are completed (no specific dates). And have that list automatically initiate each time we close a deal as won?
Are multiple tables possible in Zoho CRM inventory template?
I am trying to get the multiple products to show up both on the descriptions and the summary table on the final page of a quote inventory template. The problem is that Zoho CRM has a special code to tell the template to display the repeating products. That special code only seems to work in one structure/table per quote and it's the first time you use it. So if I make the repeating structure the descriptions, the final table won't have the multiple products. Any suggestions???
SalesInbox and Meeting Requests
Meeting requests are coming into my Salesinbox with incorrect time of day. Same meeting request retrieved in Outlook has correct time. My user/timezone settings in Zoho are correct. The times appear to be that of the sender in a different time zone than I am in. It is showing me THEIR local time, instead of mine.
Could but CAN NO LONGER delete LEADS
I kept getting an annoying pop up message each time I deleted 100 Leads and since I had several thousand to purge I checked some box that said something like DO NOT ALLOW to create more ????? I can not delete even one record now. How do I fix this mess?
Requests for information
Hi What is the difference between lead, account and contact? How to use these tabs? I am a beginner. Excuse me. best regard Philippe
Single Page with single product
Hi I am wondering if there's a method to prt one sales order with more than one products into separate pages Say 10 products Page 1 only shows product 1 Page 2 shows only product 2 So on Thx
Exporting csv data in unicode
While trying to export my data in Hebrew to a csv file i only get sort of unsupported symbols: "׳ ׳§׳•׳— ׳§׳™׳™׳ " an so on. Is it possible that you don't support unicode? Is there any workaround to exporting my data?
How to create a List view for Leads Module to show only those Leads that are also converted into potentials, in Zoho CRM?
Hi, I am working on list views of Leads module. Here I got a view showing Leads that have been converted to Accounts, Contacts, And/OR potentials. Now I want to create a view in Leads module to get all the converted Leads that are also converted into Potentials. Means I want to get all the leads in this view that are converted into Accounts, Contacts, and Potentials. How can I do this? Is it possible in zoho crm or not? Any help will be appreciated.
How to delete leads waiting for approval?
When I go through my list of leads waiting for approval (Approve Leads) some are from spammers. There is no delete button in the new UI to get rid of dud enquiries. Please remedy this or advise how I can delete.
Does the free version have a expiry date?
Does the free version have a expiry date?
Calculate a formula in the module Product
Calculate a formula in the module Product Hello Community I have a question about Zoho CRM module products, I have a two values. 1 piece price 2 minimum order quantity I would like to create a fled with the formula unit price * minimum order quantity ($ {} * Produkte.Stückpreis $ {Produkte.Mindestbestellmenge})) The error message Missing bracket appears. What am I doing wrong, sorry i'm doing it for the first time. Thanks in advance
Calculate a formula in the module Product
Hello Community I have a question about Zoho CRM module products, I have a two values. 1 piece price 2 minimum order quantity I would like to create a fled with the formula unit price * minimum order quantity ($ {} * Produkte.Stückpreis $ {Produkte.Mindestbestellmenge})) The error message Missing bracket appears. What am I doing wrong, sorry i'm doing it for the first time. Thanks in advance
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