Syncing Gmail to Zoho
I've been using Zoho for a while now and am sending all emails out through the actual site. Is there a way (after a lead has been entered) to have my gmail account sync all emails so I can see them through Zoho and not have to switch back and forth between Zoho and gmail? Thx
Export Leads and remove the data
Hi I want to export my leads but ensure they are removed from zoho. What i want to do is export the leads and relevant fields then import them again as a diffrent source and assign thenm to a different lead owner (sales person). I do not want the sales people to realise the lead was previously in the system. I will then have 'fresh leads' for sales person who do not have perceptions of the quality of history of a lead. When the lead is exported i will import the lead again with a new source and for
new offices in a single customer
How they are incorporated into different branches or zoho crm delegations to a client with a single Cif ( ID number legal). Regards
Having ACTIVITIES or TASK as a Related List in CASES
Dear Team, To address client issues, we have cases, and at times in order to resolve a case involves multiple activities. However, I am not able to see or Ceate TASK / ACTIVITIES as a RELATED LIST in the CASE MODULE> Need urgent help to get this done..
Zoho Contextual CRM disappeared from Gmail!
Hi, I have activated Zoho Contextual CRM for quite sometime and since last weekend, it disappeared from all of us 4 users. IT is still in place under my google apps may i know how to restore the contextual portion in our gmail please? It is very hard to get in contact with any support
cannot Add/change user settings
Hi, I can't add new user or disable users. the system is on "loading" Thx
Why does "modified time" not update when you change the notes!?
Please can you make this update the modified time? Otherwise the pulse feature is completely useless? Unless I am missing something
Voice to Text Recognition for Notes?
Quick question, but perhaps I am not remembering correctly. I could have sworn at one of the Zoholics conferences last year that someone showed me that it was possible to voice record a note (which I know you can do) and that it would automatically convert the recording to text via some form of speech recognition software. Again, maybe this was being discussed and was later found not to be possible; maybe it requires some sort of plug-in.Or maybe it was in my vivid imagination. Anyway, does such
How to display Contact View sorted by last name?
I am used to my contact lists sorted alphabetically by last name and in Zoho it displays first and then last. I tried creating a view and on the right column putting the last name first and then the First Name second but it still displays "first last". What am I missing?
Function to update task status from contact page.
Hello ZoHo crew, I've just been hired full time to become the team's ZoHo pro. Most excellent tool you all have created ! Much to learn . I found this most excellent write on creating buttons : Make buttons on modules Now I need to create the functions. The goal is to streamline task management and improve user participation. Attached is an image that makes my goal clear. [ Task Completed ] function should change the earliest task status to completed [ Call in 3 days ] function should create
upgrade from the old professional version
Hi When i upgrade from the old professional version to the current professional version. Have I more opportunities? What is the difference? Because the current is more expensive! Thanks Rolf
all users to be notified
is it possible for all users to be notified of any changes, comments, accounts etc etc what i need is that any record that is amended or changed, any account is added or deleted for all users to be notified. and that it doesnt go by who owns the record. at present only people who owns the record can see that changes or notes added. i want all users to see any notes or changes done. is this possible
How to insert captcha?
Hello, We have Standard Edition, but I am not able to insert captcha to web forms. How can I do it? Regards
How do I keep an 'Opportunity' saved but not listed in 'my opportunities', without having to input the information again?
How do I keep 'Opportunities' saved but not listed in 'my opportunities', without having to input the information again?
BCC Dropbox Not Working
Yet again my BCC Dropbox is not working correctly. Whenever this is reported to support I'm told the issue is with my settings. After checking I have everything correct the problem eventually (after a week or two) decides to fix itself. This time, I have checked my settings (which as usual are correct) and have found the BCC Dropbox is only delivering a copy to my Contacts, but not my Leads. Looking back this has been occurring for several weeks now, where it worked perfectly fine before that (I've
Allow users to enter a Twitter, Facebook or G+ URL to associate with a lead or contact
Currently, the only way to associate a contact's or lead's social media profile (Twitter, Facebook or G+) is to let Zoho CRM search for the person's name. However, that only pulls up a limited number of results, so it often doesn't pull up the right profile if the person's name is a common one.. Please allow users to enter a Twitter, Facebook or G+ URL for a lead or contact (in addition to the option to search). For example, in my situation, I am already Facebook friends with a person who I am adding
EU privacy policy
Hello, I see in your security policy https://www.zoho.com/security.html that you are EU Safe Harbour compliant. Unfortunately, Safe Harbour is not valid any more. EU companies (like mine) need to have privacy sensitive information (and CRM data is privacy sensitive!) hosted on servers in the EU with the EU data privacy clause signed between client and vendor. What's your policy on this? If you are not compliant to EU data privacy legislation, EU companies are not allowed to use your services. Thanks,
Free account User password set up
Hi, We have a free account with 4 users, but how do we set up the passwords of each user ? TKS Eric
***Parent Account BUG. Be Careful!!
I was just setting up some child / parent account relationship and realized that the child accounts were being overwritten. If you edit an account and set the parent account, the child account will be overwritten and a duplicate parent account will be setup See video: http://screencast.com/t/ZV19r5OiXy The address information is overwritten also. Confirmation from Zoho?
"Log a call" opens a new window
I have noticed a little bug with logging calls in Zoho CRM. If you would like to log a incoming or outgoing call in the CRM you click the "Log a call" button, however this redirects you to the activities page which is fine to record the call. However what if someone answers and you would like to use the "current call timer" and complete some information from customer in the lead / account / customer / potential? I think the best solution would be to have the "log a call" button bring the info up
Invitation to team members is not sending email
I am using free version of the CRM. I have added a new team member, however, the invitation email is not going to the user. He is checking spam/junk folder, but nothing there either. I have tried to 'resend invitation' a few more times on different days, and no luck yet. Has anyone faced similar problem? Thanks!
Cannot change email address
I am trying to change my primary email address, however, when I do it tells me the address already exists, but it is not shown on my list Can you please advise as soon as convenient Many thanks David
Migrating events and linking to contacts
I am having problems migrating my events from my old CRM. I can not get them to link correctly to the contact. When I migrated I have tried putting the contact name in contact name and related to and also tried using the contact id but neither is working. Any help appreciated
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Migration problem with account - contact associations
When I ran the import wizard the first time it presented me with option to make the association of inbound contacts to their respective accounts/companies. It also presented me with the option to deduplicate. I had to undo the import due to issues and eventually I deleted EVERYTHING from contacts, accounts and potentials. Now it does not present the option to map the "Account Name" It simply is not on the map. Also, the deduplication option is gone. Why is this and how can I fix it? John Tytus
How to architect our CRM
Hi there I'm looking for advice on how to architect our CRM. Particlarly in relation to the difference between leads, accounts, contacts and potentials. We are B2C and have eight branches across the UK. Each branch has a sales manager and sales reps. The branch areas are defined by a list of postcodes for each area. Each branch looks after most of the activity within their area, with some central support at head office. Our sales model is to get the lead information, confirm via telephone, and schedule
Mobile Edition - User authentication error (USER_NOT_ACTIVE)
I can't login to my ipad. I am getting the error (USER_NOT_ACTIVE)
Impossible to export a report from "Visits" module
Hello, I am using both Zoho CRM and SalesIQ and I want to export a report from the "Visits" module but I can't. I have an error message saying: "Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings." The thing is I am the super-admin and I have all the rights and authorizations. I asked for live support but
Is it possible to send Bigcommerce customer info to zoho crm?
I'm now using Zoho CRMplus and I'd like to take full advantage of the campaigns integration. My scenario... Client purchases from our online store. I'd like to send the client data to zoho crm including product purchased. If product purchased = X then send an email Y days later giving them a new offer.... thanks in advance.
Gmail Contextual Widget
Right now only one of my employees can see the Gmail contextual widget, and that employee doesn't even have a Zoho account. I had the app available for the entire organization, but he is the only one that could see it. Any idea why that might be and how I can fix it?
Zoho CRM no campaign found
Hi Zoho Team, I have a question in regards to the ZohoCampaign Email. We are using Zoho Campaign on sending out the email but our question is why the campaign didn't reflect our Zoho CRM. Note: This refers to individual record in the CRM after sending the email using Zoho Campaign Please refer to the Screenshot below:
IF function in mail template
Hi, I am looking for IF funtion in mail templates, in eg such an function: IF Salution = "Herr" Then "Sehr geehrter Herr" ELSE (IF Salution = "Frau" Then "Sehr geehrte Frau" ELSE "Sehr geehrte Damen und Herren") Is there an posibility to use it? Thank you Michael
IF function in mail template
Hi, I am looking for an IF function for an mail template, but i cant find some information. In eg. i will use this function: IF ${Leads.Salutation} = "Herr", THEN "Sehr geehrter Herr", ELSE ( IF ${Leads.Salutation} = "Frau", THEN "Sehr geehrte Frau", ELSE "Sehr geehrte Damen und Herren") Can you help me? Thanks Michael
Where can I get access to the leads that I missed?
My Web to Lead form did not work because of a changed URL in the code. My customers filled in the form, but their info didn't get to me or Zoho CRM. The form is now fixed but is there any way I can access the info that was lost? It must me somewhere..
Alterning Contacts preview info in Accounts
When in an account, is there a way of changing the information supplied in the previews on contacts at the bottom of the page? IE fax number is not necessary but i would like to see job title.
Resend welcome email to admin who setup ZOHO
I need to send the welcome email that was sent to me when I setup the account. I cannot email thru ZOHO becuase it says "Please confirm your account registration". I do not remember receiving an email when I setup ZOHO and looked thru my deleted items. There is not an option to resend to the admin?? Thanks
Can I add more than 1 email address in Leads?
When I import I sometimes have multiple email addresses, however I am told to enter a "valid email" if there is more than one populated.
Zoho CRM - Email setup for free version
Hi, I am new to Zoho CRM I have just setup a free version, but I can not see where to setup to send and receive emails. Is it possible to do this in the free version? If possible I would like to setup with a MS Outlook account. Many thanks
Creating another form
Hi I have created a form that is on my website. When someone fills in the form the data goes into my contact section of Zoho crm. How do I create another form that is for a different audience and therefore goes into another section of Zoho? Thank you
automation between zoho crm and books
Hello, I am new to Zoho and I am a virtual assistant. I get various task, is there a way to set up in zohoan automation for when I create a project or task or sort that it automatically creates and invoice for that?
Next Page