Sending Emails To Support And Not Getting A Response!
Please can someone from Zoho Support get back to me ASAP. I have sent 2 emails regarding 2 issues and had zero response
Email conversations
I understand how to setup my gmail to capture conversations in Zoho CRM with my contact. I need to know how I can capture conversations I have with my colleagues within the CRM about the contact, without emailing the client. In other CRMs I can bcc an application-created address which will also send the email to the contact or organisation. How can I capture the conversation about the contact, but which is not with the contact in the CRM via my mail application? The intention is to track all the
How can I add a field of Account under activities?
I don't find this option to add from edit.
How can I create a report with the contact's picture
I am a consultant and trainer. I often run sessions with clients that I don't see frequently. I would like to create a report or printout of the names of the people that meet specific criteria (which I know how to do) BUT that includes te picture from their contact page within Zoho. There is no field for picture in the reports section. Is there a field name or some other way to do this??? Thanks in advance.
Webform Integration
It seems like there is a problem with when a Zoho webform is published on a website since the numeric specified fields allows you to enter alphabets. How can I resolve this problem?
Auto-Fill Custom Fields
The basic functionality when i create a new quote, sales order, invoice allows for filling in the account information such as address. I have added custom Billing Contact and Billing Account fields as well as Shipping Contact and Shipping Account fields to the Accounts Module. I have then added the fields to Quotes, Invoices, and Sales Orders modules as well as Layouts. I see the fields but they do not auto populate with the corresponding information from the Accounts module when I am creating new
Creating Contacts in Help Desk
If I create a new contact in Zoho Help Desk, shouldn't I be able to immediately view it in Zoho CRM? That doesn't seem to happen here; should something be enabled for this to happen? How about the other way around; should that work?
Email Question, Again.
I am testing the Pro edition of Zoho CRM. I have the MS outlook plugin installed. Please tell me how to keep a history of both sent AND received email sent to a contact AND is logged within the potential module of the CRM? We are looking to have 5 users use their own PCs/MACs to send and receive emails via MS Outlook from/to our customers and the email, along with its attachments, to be stored/logged under the potential within the CRM. I have 11 days (1st Feb 2015) left for evaluating and the answer
Email Question, Again.
Can I log the incoming and outgoing emails, using MS outlook plugin, within a potential? If so how? Thanks Richard
via sender.zohocrm.com
How do I get rid of " via sender.zohocrm.com" when I send an email through the CRM?
Outgoing email going to recipient spam folder
I am having a big problem that my emails from Zoho almost invariably go to the spam folder of my recipient unless they have put me on their white list. Is there any way to address this? I work in sales, so often I am responding to emailed inquiries from people who have no previous contact with me. It is a big problem if all of my replies go to spam.
Unable to backup data, restrictions downloading Attachments2
Does Zoho CRM support backing up data? Whenever I receive the links for backing up data, I can download data1, Attachments1, Attachments3 just fine. But I always get an access privileges problem downloading Attachments2. When I report the problem to support, they do something that fixes it and then I can download Attachments2. But do I really have to do this for every single backup? Zoho CRM, please fix this problem as its root-cause (the sooner the better if not immediately) it is costing us far
When in Account view, show associated potentials in the side bar
Is there any way, when you're looking at Accounts, to show associated Potentials in the right-hand side bar? Thanks
Register a date in field description (leads) when send a e-mail!
Dear Friends How can I write to the description field (leads) email sent last? My best regards
How to email the contact linked to a product
I linked the contact and leads to different products. But I can't find how to email this group of contact. The views and macro only allow me to work on the fields. Can you propose me a solution? Thanks
System slow
I just started using Zoho and I am not sure I can continue to use it if the system speed does not pick up. Tabbing between fields when entering data is taking way to long as is the switch between pages. Can something be done about this?
Automation rule triggers - I need more than 3 fields
Hi, I'm setting up an automated alert which will send an email based on changes to a Potential. I need this alert to be triggered by changes to any of 4 individual fields, but the system will only allow me to select 3 fields as triggers. Is there any way to (A) add a fourth field or (B) does anyone have any ideas as a workaround? Please see the attached screenshot to see what I'm looking at. Thanks in advance for any help. Regards, Chris
How to create croos module fileds?
There are several fields in acoount module, which are need to displayed in contact details. It is account adress, ciry, number of employees and so on. How to dispkay this filelds from account information in cotact?
How do I decouple my e-mail address from a partnership...so that I may use zoho for my business...
and a client that I'm trying to support?
How do you track lead conversion to sales?
Hello there I am trying to find out if it is possible for this crm tool to track how many prospects move from the prospect stage to paying customer per product purchase, For example how many persons who came into a store ended up buying a particular type of shoe over a period of time.
Feeds: any way to set up as a User activity tracker?
Can you set up Feeds to track activity of a group of Users (or company-wide), similar to the Audit Log? I'm not interested in tracking specific contacts; I'd rather be able to track all User activity - again similar to the Audit Log but with the superior UI and functionality of the Feeds module.
crm.zoho.com login & load slow or inoperable
Every time I try to login today (have tried rebooting, logging in from three separate browsers, etc), it completely stalls. I've gotten the home page to load once, and leads to load once, but other than that, it is completely inoperable. Help!!!
Alerts & Notes Notifications
An idea that's struck me since the latest update to notifications and feeds. Its great we can tag users in notes as this is a great way to alert staff to recent changed data. However the current offering has one flaw. Currently there is no way to confirm you have read or actioned a latest alert, it also stays there even when its not important any more. I would like to see zoho add the function to be able to remove alert from the notification area (think android notification area - Lollipop/Kitkat)
add existing contact to campaign
Hi, We have been using the campaign option on Zoho CRM for guests lists for events. We have a problem adding existing contacts to the different campaigns- sometimes we want to add all the contact from one campaign to a new one and for some reason we can't. If we try to export the list of contacts to an excel file and then add them, all existing contacts can't be added to the campaign. What can we do? Thanks Gili
Question on Zoho free services
Our company has used Zoho for 3+ years to keep track of all CRM. We have hundreds of accounts with notes on work we have done that i would like to keep in case of an inquiry from a client. If i downgrade from Professional to the Free Edition, would i still have all my notes attached to the accounts or would i lose this information? Any info on what you would lose from downgrading to the free edition would be beneficial. Thank you
Search Bar Not Working
I have ticked all the desired options to search however the search bar does not seem to be working. Please help?
Editing Activities/Tasks page layout
Hi, There are some fields within the Activities module that I would like to remove, and then create others more relevant to our organisation, similar to how you can edit fields in Leads/Contacts/Accounts, but the page layout option under Customization is greyed out even though I have administrator permissions. Is there a way to fix this? Thanks in advance Justin
event
how to add the attachemnts to an event
Functionality missing in web version
I subscribe to the Standard package (upgraded from the free version). On the web client (Mac OS X , Safari Version 8.0.3) many menu items are missing such as Products / Quotes / Invoices. This seems really odd as the same account in IOS does show these elements RK
Zoho Invoice Discrepancy
Hi, We are using Zoho CRM for our bike shop and are experiencing issues with tax in quotes and invoices. When adding products in the product line we need to show it's gross price, the tax (20% UK VAT) and the net amount. The subtotal needs to be accumulated net amounts for all the items and then Tax applied to the overall sale/quote and the gross amount is the grand total. As you can see in the attached file there is a difference in the tax amounts in product liner and the subtotal. I have asked
How to Assign Users/Permissions
Hi! Good Day! I just want to ask for a help. Im having a trouble in Users & Permissions. I want the Manager Profile / Role, can SEE, Edit and ASSIGN LEADS. and the Sales Person can VIEW, EDIT, and CHANGE only his Leads ASSIGNED them. Thank you so much. Need your help immediately. Thanks! Rose
Importing historic Dates for Sales Cycle Duration Reporting
Hi Guys, is there a possibility to import historic dates for Sales Cycle Reporting? We migrated to Zoho and would like to attach historic dates for when the Opp Stages changed, so we can take a look at the duration of our Sales Cycles. All the best from Berlin. Florian
Email History
If I send an email to a customer through the CRM program, where in the CRM program will that get saved and will it keep a history of all emails sent through the email part of the CRM? Also, if a customer sends an email to my regular email, is there a way I can have it go directly into that customer's email in the CRM program?
How can I change the width of the webforms ?
We are integrating webforms in our website. The forms end up wider than what we need. How can I change the width to match the rest of the layout on our webpages ?
Lead/Change History
Is there a way to see the history of all updates made to an account or lead including date/time and the person who made the change?
Problem with only 5 tasks per rule
We are a firm of consultants, with 5 different client types (which we define in a custom field). Once a prospect becomes a client (which we set in the status field at the account level), a rule - called "new client intake" should be triggered. However, this rule has many more than 5 tasks associated with it. How can we create rules for each of our client types, and get around the limit of 5 tasks per rule, and only 10 rules per module. We have the Professional edition. Thanks.
Tracking employees
How can I view and track all the activity that one of my employees does on Zoho?
Free version not sending mass emails
Good morning, I am trying to send a mass email through the free version of Zoho. When I do this, I receive a message on the screen saying I need to update to the paid version. However, on the Zoho website, it states: 'You start for free Start with 2,000 contacts and send up to 12,000 emails/month in the free plan. You can upgrade only when you need to." Can someone please let me know if you can send mass emails from the free version, and if so, how can I do this? Thank you Monica
View or Report on Potentials
Hi All Looking to design a report that shows all emails, activities, notes, tasks, contacts that are related to one Potentials for a specific period of time, (usually one full month). This report will be used to show our clients what work we have done on their Potential for a specific period of time. I will appreciate your suggestion. Cheers
Re Setup
Hi support team, We are configuring CRM for the business can you please help me to setup few things; I have rename business referral in place of potential client and I have added data type lookup to associate with the client. Why I cannot see lookup on the Select Field Type area. It suddenly disappeared. I have synced with Google calendar. Now I just want to add zoho task and event on the calendar as well so I can see from Google calendar as well . can you please advise me ? How to change dashboard
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