A New Bunch of Enhancements for a Better CRM
We bring to you enhancements in various areas across Zoho CRM including Zoho Survey integration, inventory management, activity management, visitor tracking and website integration. Read on to know more! Automatically update CRM records with Survey Responses Zoho Survey integration with Zoho CRM gets more powerful with the introduction of this new feature. Besides viewing Survey responses contextually, you can now have your CRM fields updated automatically with the appropriate Survey responses. You
Reports on other users
I have permission to see all of what 2 sales people are doing. How do I create a report that gives me the leads, accounts and last edited date of their leads/accounts.
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Can anyone help me, My email template was working but now it giving the above error will i attempt to save a template Ger
Notifications - Can we get a notification when a colleague asigns a lead to me.
Hi, Can someone help please. When I'm adding leads to the Zoho, I will be assigning them to colleagues. Can they get a notificatioin to say I have just assigned a lead to them. Thanks, Kylie
Email new Notes
Can someone tell me how send a new note to my colleagues? Is there a feature in Zoho for this?
CASES by POTENTIAL
We are RENTING espresso machines. The process looks like this in ZOHO: 1. We rent a machine and a potential is created 2. When activities (service) are performed on the machine we make a CASE for the activity (ie. Installation, move) 3. CASE is associated with the machine user at the time (ACCOUNT) and the POTENTIAL (machine itself) Observation: - We can see CASES by ACCOUNT - We CANNOT see CASES by POTENTIAL Question: - On the POTENTIAL form is there any way to add list of CASES associated? Reason:
What will hapen if...?
What will happen, if you would give possibility to the end users to create their own fields per record basis and than suggest only those field in the new record entry that have the highest reank in this record?
email template bug
I am trying to create email templates. i was able to create one, and every email template i make after that saves in the email template list, however when i do to create the email out of the contact call screen, only my original email populates the list
Can I filter which Leads a particular user can see?
Let's say that I have a "Region" field in my Leads and I always populate it with either "North" or "South". And I have two users: NorthManager and SouthManager. I would like NorthManager to ONLY see the Leads where Region is equal to "North" and SouthManager to ONLY see the Leads where Region is equal to "South". Is this possible? If so, how, please? [I couldn't see a way to do it in the Leads module. I thought Reports might work, since I could filter the contents of the Report and also only allow
CRM Products
1. How do I map Products between Leads, Accounts, Contacts & Potentials? What I enter in Products does not appear in Products elsewhere. Can’t seem to find anything in Help on this. Colin
Restricted access
Hi, I wonder if you can give access to only part of the contacts of my database to a user. Thanks!
converting several leads to one customer into ONE account
How do I convert several leads of the same company to One customer account?
Sort Functionality in Potentials View broken
When we sort in Potentials view, then hit next page, the sort order is broken and when you resort, it goes back to first page. This is a new problem, in last month. I have noticed it on several browsers, over several machines.
2000 Row Limit
Are there any plans to increase the 2000 row limit for a single report? This is causing me to have to run several reports and then append them manually in Excel. It seems that Zoho should allow for more robust reporting capabilities than a measly 2000 rows.
Need Dashboard to show "Potential Sales"
Looking for a way to create a chart showing potential sales by account in my dashboard. I don't see a way to do this from the dropdown list. Can this be customized somehow?
Setting up CC and/or BCC for automatic E-Mails
Hi, I am not finding a way to realize the following: I have created a web form, which sends information into the leads section. When sending the form the sender receives an automatic E-Mail acknowledging the receipt. I would like this E-Mail to also go to a BCC destination for quality control purposes. How would I set this up? Thank you for your help! Tobias
Zoho CRM and UI?
Hello, I have a question regarding the UI of Zoho CRM. As far as I remember, it has not changed for a long time. Are you planning to upgrade it and put in line with the other apps? Thanks
Odd Recurring Event Behavior
Very strange behavior when creating certain custom recurrences on events. Give this a try. Display any CRM contact record and create a new event. Set the date to May 4 (first Monday in May) Set a recurrence with these properties Repeat Type = Custom Frequency = Monthly Repeat on = First: Monday Ends after 2 times (any number is fine even 1) Click Done (in the recurrence dialog) and observe the starting date. It is now June 2 (the first TUESDAY in June). Click Save. The event is NOT scheduled in
How to create a field in contacts with the number of completed tasks
Hi I am having problems to cover one requirement: - I would like to send a mail once a contacts has multiple by 5 completed Tasks. I see the way to send a mail once every Task is completed, but I need multiple by 5. - I also need a field in Contacts entity to saw the number of completed tasks of this contact. If I could implement this field, it was easier to send the mail each 5 completed activities. I tried with a formula field but this only allow to choose fields of the same Contact entity. Could
Creating a Task within a Quote
I am unable to create a Task within a Quote. The new Task button does not function.
Duplicated record on my Reports
Hi dear All, I have been trying to screate a customise report on my CRM to be able to use in a dashboard. I am getting duplicated records on my customised pipeline report. The same record is shown more than one or two times.. What could be the reason for it.. thx
data export
how do i export my contacts data?
Can I integrate paid account with free account?
I have one paid user. Can I integrate with another free user? add their profile?
Mailchimp and Zoho contact tags?
So each of our contacts that we have imported originally had a contact tag ID to separate them into a segment group in mailchimp. Is there no way to add a tag ID in zoho to my contacts that will sync with mailchimp to go into the correct segment group? I hope this makes sense. Thanks in advance for your help!
Zoho CRM and Mailchimp
Hi all, Thanks in advance for your help. I created one custom field for contacts / accounts and leads form in Zoho CRM. This custom field is related to the type of product the contact is interested in. There is 6 different type of products. What I want to do: When we add a contact interested in "Product A" in Zoho CRM, his email address must be added in a MailChimp List of subscribers called "Product A". I tried to do this with Zapier, but it looks like I can't add an option to tell the system that
How to change the email address?
Hi, how to change the email address of xxx@zoho.com in the email to my primary email like xxx@gmail.com?
Import from salesforce
Hello, Is there an easy way to import your data from salesforce? David
Import tasks from Salesforce
Hy, I am importing my tasks from salesforce, all the parametres seems to be ok but when my import is finished, my taskes are not linked to any contact or any count... How can i link them to the good contact ??? Thanks in advance for your help
Zoho CRM QuickBooks Integration
Noticed that the supported QB versions are QB Simple and Premier 2008. Will this QB integration work for Canadian versions of QB as well? SmallBizOnline 360° http://smallbizonline360.wiki.zoho.com/Welcome.html
QuickBooks CRM Integration
I know this is out there, but it is moving to a critical point. We need quickbooks integration. The topic "Zoho CRM QuickBooks Integration" has been up since 2/16/2009. It has had over 800 views, and most importantly 3 responses from Zoho staff promising release. Frustrating! Drew
Zoho CRM and QuickBooks
Working on trying to set up a system to integrate/link Zoho CRM and QuickBooks. Anyone care to share similar experiences? Earl Rudolfo SMB Online 360 Zoho Small Business Advisor http://cybersurfer2349.wiki.zoho.com/Home.html
QuickBooks integration
Do you have capabilities to integrate Invoice and Purchase order data with QuickBooks? rjohnson
Quickbooks online integration roadmap with Zoho CRM
Team, I realize you are beta testing a Quickbooks integration app for Zoho CRM but the the future need is an integration with Quickbooks Online. Is this a 2010 or 2011 time-frame?
Quickbooks Integration?
We are considering using Zoho CRM, but need to have QB integration. I have searched other threads in the forums, it seems to be a feature that most people have ask for. Do you currently have this option and if not are there any intentions of adding QB integration and what would be the possible time line for adding it? Thanks in advance
Save & New not functioning as expected
I go into an Account and I want to add several Contacts to it. Under the Contacts section I click New and it brings up the add Contact form with the Account pre-populated with the Account I was just on. I enter the Contact and then click Save & New but the add Contact form that comes up no longer has the Account name filled in. I would have hoped that it would keep the Account filled in so you don't have to keep picking the Account each time you want to add another Contact to it?
Any way to integrate LinkedIN or Twitter or Facebook?
Hi. I was recently looking at the free Community Edition of SugarCRM, and they have a great feature that is called a Social Connector. Basically it checks your contacts to see if they have LinkedIN accounts, and give you an icon to hover over to view their info. I'm sure the same could apply to Twitter and Facebook. Their connector code on the module is: http://www.linkedin.com/companyInsider?script&useBorder=no I also like the way in SugarCRM that the user is able to create custom modules. For
couldn't uplod my company logo
i am unable to upload my company logo , why it so ..
Partner applications
Hi, I am interested in what others have to say about the meaning of the approved/recognised partner status used for other cloud integrations. We use onesaas to integrate with Xero and Bigcommerce. Others are planned depending on the attitude of Zoho I guess . We have also written some custom integrations to keep out legacy systems in sync during cutover phase. Our problem is that the way onesaas synchronises with Zoho each hour it uses all our credits up before the first hour of each daily is complete.
Dashboard to show potential in sales dollars
I want to set up my dashboard to also show all potential sales in the pipeline. I don't see this option in the dropdown list. Is there another way to add this?
Import vcf file one by one
Hi, I create contacts in Outlook for Mac and i export it in e file on my desktop. When i want to import, i can only take one vcf. Do you have any idea how to import more than one vcf file ? Thank you very much for your answers. Best, Eric
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