Regarding Attendance list
Hi Zoho CRM is helpful for management our organization. I want track attendance list for seminar. I think of spread sheet, zoho creator or google apps etc.. anyone who has idea of tracking attendance with ZOHO CRM.. PLEASE HELP ME TO KNOW IT thanks.. Kim
edit web to lead
I want to edit the web to lead form but i dont know how to use html. Is there a simple tool i can buy so i can juts drag and drop etc with no knowledge? seems that this should be built into the crw web to lead...make it easy
Unique customer relation number
We are setting up Zoho Enterprise and we have the following problem. Why isn't there a unique ID for each contact that can be seen from the contacts details screen? For instance a customer calls and the agent asks, hello may i have your customer relation number? I'm used to this being quite normal in CRM systems. If you have 10 customers with the same last name how do you quickly find the correct record? The data from the old CRM system has these unique customer relation numbers which i can import
custom fields as formatted output in e-mail template
I use CRM Professional. For my contacts, i created a lot of custom fields. The contacts are people who work as it-freelancer. So i have fields like - Project experience - Skills - Education and Certifications ... In this fields i copied a list of qualifications and other informations. Then i created an e-mail-template, to send some employers the skill profils of some freelancers. In this template i inserted the fieldnames. When i tested the output, the following happened. When i open the sent mail
Can't confirm 2nd user
I am a new user, and set up an account with myself as administrator. I added my partner, also as an administrator, and I sent the activation notice, which he received. However, his name still appears on my list of users as Not Confirmed. I have Re-invited him, but the same condition exists. He has added a list of about 200 names to the contact list, and he can see them but I cannot. Did he somehow create his own account? What is going on? How can we get the account integrated so we can see whatever
Decimal places in currency!
Hi, I'm thinking in using your CRM and I find a problem, I'd like to know if is possible to have 3 decimal places in Euro currency, without rounding! Because I have products wirh very low price per unit, I like to have the prices in format 1,123 € How can I do it? Thks Pedro
Ideas...selecting records
if i have 500 accounts and want to manually select some and then perform some mass update, i need to select from 1 page, do my update, go to the next page, selct more, update, right? We should be able to select the desired records by checking each one on any page, go to the next, and the next page, and then do the operation. Now, if i select by checking on th first page, when i move to page 2 the system does not remember/keep what i checked on page 1, right? It should be possible to select and check
Track staff hours - when are they online and updating?
Is there a report or other way to seen when a staff person has accessed and updated any records, added leads etc?
Link updates across forms
If I link a field to Leads, accounts and contacts when I establish it, I would expect it to automatically update in all 3 if i make a future change to one. But I have to go and update each form individually, no? really a bit of a pain...did i miss and easy way to do this?
Add Lead.Lead Owner Mobile to Email Template
Hi, I want to automatically add the lead owner's mobile number to an email. Is this possible? I know how to use the fields but there is not one by default for lead owner mobile only for lead owner. Any help is very much appreciated. Thanks!
Automating Monthly Forecast/Completed Potentials
A large percentage of our sales are not one time sales (similar to residual). Example: A sale potential is won lets say for a $100. This now $100 will now be expected to pay out every month for say the next 12 months. Is there a way that we can once completing a Potential as Won automatically complete Won Potentials for that client for "nn" number of months or to a date entered by the user? One way I was thinking is to create a new Stage status called "Completed Won - Monthly". Then create a process
Mass Update and Other selections
Question: when i do the mass update search, assume that the search reveals 400 fields that i want to update. The mass update page only shows 100 records at a time. How do I update all 400 without doing the operation 4 times, i.e. 1 time for each page of 100? Many thanks
Update Modified time when adding a note!
Hi I know that this issue was brought up a few months ago but this problem still persists. Please can the system be changed so that when a note is added, the Modified time (in list and report views) is updated. I cannot accurately track activity - imperative to sales. Could you let me know when this change is proposed to take place? Thank you.
API problem with xmlData parameter
Hi there, Recently the API has stopped working for us - we reverted to using the SSL version of the API. However, now we can only get a return value with the following:- <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> The xmlData parameter is the following - the one listed on this API documentation page: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html
Custom field width
Is there a way to create a custom text field inside the account template that goes full width just like the original "Description" field? Whatever custom text field you create only goes in one column of the template, leaving the other half empty. I need to create one field that goes full length, just like the original "Description" field works. How can this be achieved? illustration: This is what I get: [ custom text field column left ] [ column right
Zoho CRM Slow
Zoho has been running extremely slow for us for the past week. Anyone have an update as to why this is happening?
Mail address
Hi CRM I have probable asked this before but can you make the address field names for mail and shipping changable so that UK addressing can be used. I curently use House No. Street, Area, Town, County, Postcode, Country, I created custom fields to get round the problem but the google map doesn't locate (only uses mailing and shipping), and then all the quotes, order and invoice etc generation is thrown too. markhudson
Can integrated the Zoho CRM with the Zoho invoice
Hi Zoho team I just try to make our CRM with the invoice, we like zoho invoice but now whit CRM is very diferent to have the same control that the zoho invoice. Can I work with the CRM and Zoho invoice in the same time? Many thanks for your colaboration
Task reminder
Hi there Im using the free version for the first time today and would like to be able to set a time reminder for a task I have created. I cant see how I would do this, can anyone help please? Thanks David
Task remiders
Hi there Im using the free version of Zoho CRM for the first time today and would like to be able to set a time reminder for a task I have created. I cant see how I would do this, can anyone help please? Thanks David
Web to Lead with Schedule
Is it possible to generate a Web-to-Lead form with a schedule field ? I would like to put it on a website for a spa in order to receive qualified appointments for this business. Zoho CRM is the best way or should I use another app form Zoho ?
Deleting a field - how to make sure there isn't data in there?
A while ago, I set up a number of Custom Fields. Now I realize I want to delete some. How to make sure there's no data in these fields? These fields aren't used, so of course they aren't included in my Layouts. So I can't run a search (Basic Search | Edit | Choose column | run search) because, not being in the Layouts, they don't show up. What to do? How to make 100% sure that I am not deleting data? I suppose I could include them in the Layout, run the search, check, and then delete. Is that
Missing Salutation Field
I am working on editing my field list and page layout. The Salutaion field shows up in the Lead and Contact Field List, but does not show up in the Page Layout. It also does not show up in the Available Field List within the Edit Page Layout screen. Can you help me with this?
Time to put in Linked In URL as a standard field?
Linked In has become a key way of referring to people. Because it is how everyone publishes their CVs, it is a useful store of information. It should be a standard field, not something one needs to create a 'custom field' for.
Create New Tab/Module
Hi, i am satisfied with the way of zoho handling the field level customization. But it would be a great advantage if create new/custom tab or module in addition to this. I have seen in one of the blogs that zoho is going to implement this too in future. Whe can we expect this feature to be available for us? any idea on it? Regards, Pavan
Adding Standard Fields when customizing layout
Hi I've been customizing the Contacts Layout and have renamed "Contacts" to "Tenants" as well. I don't seem to be able to add in standard fields like "Salutation" to the form sections I've created as I can't find the "Salutation" field. It is not on the "list of removed fields". I can't recall if I removed it originally from an original section. There also appear to be a lot of standard fields missing from the "list of removed fields" when you compare between the list of fields available to what
Outlook contacts
I need to understand if I synchronize my otlook contacts can I mark only business contacts - when I do a sync it looks like it will copy ALL Outlook contacts - I don't want my Mum in Zoho! How do I do this??
Restricting Accounts by User
I've pitched Zoho to a client and have begun customizing it to their needs. One thing I'm not clear on is the account level security. The client would like to be able to view all Accounts/Leads as the owner. He also has a team of sales people. The sales people should be able to view and access Accounts or Leads that they have entered/own. The sales people have "recruits". The sales people should be able to view their recruits accounts or leads. The recruits, should only be able to access and view
New Tab
I was told that there would be a new tab in Zoho CRM named Documents or Forms. I'd like to see if this is actually the case. I need to store our proposal templates in the CRM system so that my sales reps have access to all of our proposal templates in one easy to use tab. Felipe Reyes
Issue with Workflow. And how tight integration with Creator can solve it. And general rant.
Hi! I've been *very* frustrated with the Workflow in CRM. It is useless for doing anything remotely sophisticated. Really, being able to create tasks or email? Woopy. The *power* of Zoho CRM would really come out as a platform to build great integrations by being able to do cross module field updates. And run calculations. I know i know, you said you're working on it. But I think you're missing something great. Zoho Creator is a swiss army knife that allows me to do *anything* very easily.
Edit Views' choice of Columns for setting up Search - replace chaos by alphabetical sort, please
When tailoring a View to search by and to display search results, Zoho CRM's drop-down selection menu is arranged chaotically. There seems to be no logical order, so it is very hard to find items, i.e., column headings. Why not have the View list of 'available columns' arranged alphabetically? That would make sense. To use 'search', you need to use these 'Views'. I use search a lot. I would like it to be quick and convenient. This should be a 7-second, zip, zap, tailor the search view, select
E-Commerce
Hello Everyone, We are a new startup company and are looking at having zoho as our crm, however we have a few issues, first can someone answer if zoho would inigrate with a ecommerce website? also has anyone had any experiences with developing a ecommerce website to interact with zoho. And finally is there any examples of website currently using ecommerce and zoho? thanks Jon
Zoho not syncing with Google Calendar
We are using professional platform and are using google apps. Under ZOHO CRM for Google Apps I am not able to get the calendar to sync I have set up and enabled. The response is "Not yet executed the scheduler". In the notes above ZOHO says: Synchronize with Google Calendar You can schedule synchronization of events between Zoho CRM and Google Calendar. After synchronizing events, you can view and share the events with other users in Google Calendar. This feature is available only in the Paid
Converting Prospect to Client - Client Information not transferred
How can I get the Prospect's City and State to convert over to the Clients Information upon creation in conversion process
Automatically filter attachments for emailing to clients
Before I upgrade to the full version I would like to know if it is currently possible to filter documents in my google docs by client name. I have a folder with a number of documents which are named after the client field, do I have to manually attach them or is their a filter to attach anything named after the company name so this can get attached to a client automatically.
Zoho CRM - Contacts not Synching Into Outlook
We have the Outlook plug-in but a large amount of contacts in Zoho are not synching into Outlook, what can I do?
Other than Skype voip providers integration
I was looking for optimizing the telecommunication costs and I would like to raise the subject, if there is any chance to integrate leads/contacts/potentials/vendors with other than skype voip services providers, i.e. EasyVoip?
Theme Customization
Wondering why you're not able to customize themes in Zoho CRM for ALL users, rather than just a single user. If all users are working for the same company, it makes sense to apply a custom color skin for ALL users -- not just do it on a one person at a time basis. Seems silly not to have that option if you're going to allow theme customization.
CRM Email Info Visibility on "Leads List View"
Does anyone else think it would be extremely useful to view your email information in list view? I think it would be incredible and would make Zoho so much better, not to mention much more powerful! Here is why... Better Email Marketing Strategic Targeting Cross Reference with other CRM Data Smart Approach which leads to our businesses being better and more profitable. Get the most from the mass-mail feature, versus blindly sending. See/use genuine data, versus "work-arounds" and "temporary solutions"
Advice on set-up for email
Hi- My company just implemented Zoho and we will be using it for sales and customer support. I'd like to send mass emails to my current clients, but I don't want to manually mark each contact with an "email" field so I can build a list off of the field.I'd rather just send emails to all of my clients and all of their contacts, but there is not a way to send emails (that I know of) to an account parameter. Is there a way to set-up Zoho to pull the "account type" field (it will be customer) into the
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