Case Report That Shows Percentage Breakdown?
Hello, I am on a Zoho trial and am playing around with the system. Could someone tell me if there is a report that shows a group of cases broken down by status where it lists the percentage amounts of each status? I am using the "Case By Status" report and I see that there is an option to have graphs display but I do not see any option to include a percentage listing. Our situation is that we have a bunch of new companies that have access to use our software. We need to reach out to this mass of
Separating out organic growth opportunities from new client opportunities
I can't see how I easily split my potentials into two separate buckets: The first would be for upsell opportunities with existing clients The next would be for opportunities already identified and qualified but with totally new clients. Right now I am having to do all this tracking and managing in a spreadsheet which makes the CRM somewhat redundant. Does anyone have any good ideas?
Pricing after 10 free- incremental or back to user 1?
I suspect I know the answer here, though it's never been spelled out. Let's say I have the free version, and 8 people are able to use/see it (I'm just doing pretty basic customer database type stuff for our customers and end-users). Now, let's say I want to add some new people, and i go to 12 users. In that case, would I have to go from $0/m0 up to $144 ($12 x 12 users) per month? That's ~$1700 per year....and a pretty big step. zoho is just about perfect, with all the customization that
Price Book assigned to customers
Hi, I need to offer certain customers a different price list and have absolutely no idea how to do it! I'm in the Price Books section but can't find anything relating to accounts. Any help offered would be appreciated.
Newby Question
Hello: Just starting my day with Zoho - like what I see - I need to know how to change the default email sending application from Windows Mail to Gmail. Thanks in advance
Quotation mobiles
from which editing of zoho can be crete quotes?
Import Contacts
I am trying to import contact from an Excel Spreadsheet all of the records are coming in ok with the exception of the email address and I keep getting "false" what do I need to do to correct this?
Rearrange the columns in Dashboard chart
Hi, I have a Dashboard of Bar Chart ,When i click on bar it is giving a pop-up with details in rows and columns , Is there any possibility to rearrange the Columns showing up in the chart ? Thanks, Naveen
How to extract contacts linked to potentials
how to export multiple contacts related to a potential
products on fly????
Zoho CRM Hi , is there a way to add "outsiders" products ,, I mean add products on fly, product do not necessary are records in ZOHO products thanks
Products "on the fly"
Is there a way to add products "on the fly" instead of using the product books. We need to be able to add custom products on the quote and not have to go to the inventory or product sections. Thx
SELECTING MULTIPLE LEADS TO ASSIGN THE SAME TASK
Can you select multiple leads and assign the same task to each? I need to select 5 per day out of 300 to email a sales team member to call the lead. Thanks, Kathy
Is it possible to create a Lead for an existing Account
Dear Zoho, We have imported a number of Accounts into Zoho, which is great for various purposes. In many cases when we have a lead it is within an Account that is already present in Zoho. How can we create a Lead and immediately link it to an Account? Kind regards, Esben
Duplicates of contacts
Hi, I would like to know how we can do to erease duplicate of contacts ? Sometime, I have the same contact been entered by 4 different people.... I want to know if there's a way to do it, but not one by one... Thank you
Is there a way to auto-populate a custom field based on criteria?
Hi, Is there way to auto-populate a field given a set of criteria? For example, I'd like all Potentials that close between a set of dates (i.e. between 1/1/2015 and 5/1/2015) to automatically populate the same text in a custom field I've called "Group." Thanks, Jim
Is the new zoho UI style coming to CRM?
Does anybody know if the beautiful new UI style introduced in books, social, bugs, etc will be coming to CRM?
Mass update to approve Leads
Hi, I'm a software developer, just getting to grips with ZC :) I need to figure a way for my users to 'Convert' Leads (into Contacts) without having to go into each Lead and convert it individually - The Macro or Mass update from a Leads view doesn't appear to have a 'Convert' option - I couldn't see any Deluge functions that might do it Any suggestions or pointers will be gratefully received Sb
Add Collaborator to Task / Sales Deal
Hello, I might have missed it but is there a way to add a collaborator (one of my users) to a task I need to complete or to a sales deal that I am working on? There for they will be able to view all of the information that I see for the specific task or deal. Please let me know. Thanks, Daniel
Zoho CRM Plugin for Microsoft Outlook (Windows) Now Automatically Synchronizes Event Attendees!
Zoho CRM Plugin for Microsoft Outlook (Windows) now automatically synchronizes Event attendees from Microsoft Outlook to Zoho CRM. When you create an event with attendees in Microsoft Outlook and synchronize it with Zoho CRM, the attendees are now automatically included as participants in Zoho CRM upon synchronization. In Zoho CRM, they are associated to the event as contacts, leads or Zoho CRM users, as the case may be. In case they are not any of these, the email address of the attendees will be
When viewing an Account, I can view the email, phone, mobile, and fax of the associated Contacts, but not their Title - Why?
As the title says, when I looked up an Account and click on it, it will show me the Account details, including the Contacts within that Account. However the Contact information that is displayed is: Contact Name, Email, Phone, Mobile, and Fax What I really need to see is the Contact's Title. How to I change this view so that I get the Contact Name + Title?
Regarding Zoho CRM Form
I have created one form using zoho CRM and set "Landing page URL". Now I want all data on " Landing page URL" which I have posted by form. Is there any way to get all data in response of " Landing page URL"?
multiple choice address "from"
I have several email accounts licked to my zoho account. I rep for different companies. When I enter a lead and want to send an email it goes to the default email and is sent "from" that account. How can I choose one of the other account to send from and still have it saved in the lead information? Or can I assign each lead to the email account I wish to communicate from? Or better yet can I make a drop down box and choose from which email to send each time I communicate with a lead or contact?
Dashboards Not Working
Dash boards not populating. Just says "no data available"
Is it possible to disable notifications (like the "Territory Manager" one) for users?? and/or edit the email templates?
Thanks.
restrict data export in free version
Hi, I noticed that in the free version I am only allowed 2 profiles, which are the Admin and Standard profiles. Is there a way of limiting the data export authorisation of the Standard profile? The data export section is not visible and I can't add a 3rd profile being on the Free version of Zoho. Thanks
Hacked
Someone hacked my account and locked me out as the super admin. What do I do?
Inventory Templates: Editor and Mail-merge
I've created a template in Word, that fits on an A4 page that we will use to quote our customers. I was hoping I could import a word document that would mail-merge the Zoho fields but this doesn't seem possible for the Quotes module. Also, upon opening a word document that I uploaded, the Writer decided to change all of the formatting. So instead I created a single table in Word that contained all of our document fields. I then copied this into "Template Body" of a New Inventory Template This looked
Import Contacts not working
I have been trying to import a small list of contacts in a .csv file for days, and Zoho CRM seems to be freezing up after I add the file and click next. I do this routinely, but for some reason it has stopped working over the last 48 hours. Help please.
Lead Owner
Hey Guys I'm trying to have the owner auto assigned from a web form. Every time we use the web form, it auto assign's the lead to me every time even though we have the assignment set to go to somebody else if that criteria is met. Is there something that I'm not doing right?
Google map Zoho crm app
Hi, I've seen a screenshot in App Store of ZOho Crm with Google map showing leads around user. I download the app and I can't find this feature. How can I display a map of leads around me? Regards
Changing the sort capability in Leads
I imported some leads and want to have the capability of viewing by company not name as is now present. How do I change from name to company for sort capability?
Attachments lost when converting a lead
When I convert a Lead to an Account I want the attachments to be saved to the newly created Account. At the moment it seems that the attachments are saved to only the created Contact, but not the Account. What do I need to do to keep the attachments when I convert to an Account?
Cannot add user to business CRM
Hi, One of our users cannot accept the inviation for CRM, because CRM says that she already has an account. Which is true, but she can't delete that account as it seems that she created her own group. How can she accept the group invitation? Please see pics below
Document locked
I want top remove a document - but when attempting to do so, I'm told that I can´t delete a locked document - How do I un-lock the doc. ? Thanks J-)
Can i assign different auto number field from multi pick list selection?
Can i assign different auto number field from multi pick list selection? E.g. multi pick list selections: A or B for A: auto number starts with M1 for B: auto number starats with R1 Thanks and regards Pang
printing of reports
Hi, Is seems such a simple question, but i can't find the answer. Where can i find the print button to click on , like with the lists. Do i really need to download a report first to a PDF or Excel to print it, or can i print directly the report only without printing the whole browser? Regards Rene
Send Email from Potential doesn't pickup email address
Why is it that when I click "Send Email" from within a potential, it never picks up the "Contact" and never populates the "To:" email field? It picks up and populates the contact from Leads, but not in Potentials? Then, when you do a lookup for the "To:" it lists every contact in the database without filtering by current account?
Phone numbers and postal codes converted into nonsensical date format
In the last hour or so, whenever I import leads using spreadsheet, Zoho appears to automatically convert phone numbers and postal codes into nonsensical date format. I tried importing another spreadsheet which had been imported to Zoho successfully before and I encountered the same issue which indicates that it's not a problem with the new spreadsheet I'm trying to import. The fields are not custom fields so it couldn't have been caused by something I set incorrectly inside Zoho. I've attached a
My CRM is coming up blank
I haven't used my CRM in around 2 years and when I logged in it came up completely blank? I have a business and a personal CRM and both are the same. Do you have any ideas how I can retrieve this? Getting nervous
Cannot send email, receiving emails though
Error when trying to send emails: Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 ng13sm9741318pdb.82 - gsmtp I updated the password for one of the associated emails this morning. Works b/c we are receiving emails since the password change. Cannot send email though, receive the error above. Are others having same issue?
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