• Integrating CRM information into Creator

  I would like to pull key information from a Lead in CRM and populate at Creator Form which i can then add more information.   For example, I have a lead and i put basic information about the lead into the Lead module.  Then if/when i want, i can create a Creator form called Lead Profile where i can go into much greater depth about that lead but store it outside of CRM so that i dont use up all of my custom fields in CRM.   Say that Mary Smith inquires about getting some care for her Mom at home. 

• Mass email leads

  Hi There, We want to test out the mass email feature as we haven't made use of it previously.  For example - I'd like to email everyone that sent a sales enquiry during September - To thank them, and to send them an updated product catalogue in the case that they're still looking to purchase. I know how to set up an email template - but is there a way to attach an external document to a mass email? Like an Excel workbook. Thanks! Zakaria 

• Zoho CRM Android / iPhone Suppliers Module

  Hi Do you have it in your road map to release the Suppliers Module onto the Phone App. Would be good if you could prioritise higher please as something we make a lot of use off!!! Thank you Gene

• Please explain on these arbitrary Credit Card charges by Zoho

  Look - I know this is a private account issue, and ideally shouldn't be on a public forum. But if Zoho has nothing to hide, I'm sure they wont mind. I just got my credit card statement -and almost fell down when I saw the many charges from Zoho. I am pasting below. Can someone from Zoho PLEASE elaborate? 30 Jul Zoho Corporation 925-9249500 CA 278.61 U.S. Dollar 33.00   - What is this for? 06 Aug Zoho Corporation 925-9249500 CA 1 311.02 U.S. Dollar 156.00  - Subscription 13 Aug Avenues India Pvt Ltd.

• Another way to invite to CRM?

  Is there another way that someone can join our company's CRM other than via email? Perhaps a website link?

• error with reporting services in install new organization from code

  hi,   I have big error, I have crm on one server, sql server on the second, active directory on the third one. When I install crm organization from designer, all works fine.   Now, I try install organization from console:   using (DeploymentServiceClient a = new DeploymentServiceClient("CustomBinding_IDeploymentService1")) { //// Set properties for the new organization Organization organization = new Organization { Id = Guid.NewGuid(), BaseCurrencyCode = "PLN", BaseCurrencyName = "Złoty", BaseCurrencyPrecision

• Syncing Gmail Without Using Zoho Mail Interface

  Our sales team uses Zoho CRM and Gmail, as well as the Gmail add-on.  For some reason, emails only attach to accounts/contacts when they're being received within the Zoho email interface. We'd rather just continue sending/receiving email in the web interface for gmail and have the emails automatically be synced against our zoho contact database - otherwise we're required to do incredibly tedious data entry. I'd also be amenable to a solution where we could cc or bcc an address in the zoho system

• Creating a report of ALL products by category in our database

  Hi, Can you tell me how to create a report which shows all our products classified by category from all our accounts?  I'm basically trying to create a history of our zoho usage.  If I can also list date range, it would be a bonus! I could create this report in the NetSuite CRM but I can't figure out how to do this in Zoho--the closest I got so far was to create a report of the last product in each of our accounts. Thanks, Yvette Lee

• Removing commas from integer fields

  How can I remove the commas from integer fields in a template? We need a number for our invoices but that number must not contain any commas. Is there a way to use this field in a template (i.e. PDF) without commas? We're using that field as: ${Invoices.No. Factura} which of course puts commas to separate thousands and that's something we don't want. Thanks!

• Autoresponder with multiple Lead Owners

  I have a pretty healthy inflow of leads from the web that are stored under a generic Lead Owner in Leads. Throughout the day I have a person that based on a lot of "rules and knowledge" assigns them by changing the Lead Owner to 6 different sales guys

• Help with customization of Invoice

  Hi: I am trying to figure out if I can use Zoho Invoice for my company.  I need to REALLY customize my invoice, not just the basics, but to have 8 custom fields I made in CRM to print out on the ZOHO invoice ion the appropriate place (sort of a merge with text)  Is this possible? Thx, Russ

• Modified time 1 hour behind

  I have my time zone set to "(GMT -5:0) Eastern Standard Time ( EST )" because I live in the state of North Carolina in the United States. Whenever I go to make a change anywhere it says the last modified time was 1 hour behind the current time- even though I know for a fact that I made the change 2 seconds ago. Please fix this!

• New Customers in Reports

  Hello, My company is trying to create a report that show how many new customers we have gotten per month. In Zoho CRM, we have converted the contacts module to show our customers. We have a checkbox that differentiates between active and inactive customers, and we want to create a report that shows when a customer switches from inactive to active. The problem is I don't know how to get Zoho Reports to show when a change is registered in a field, specifically the active / inactive checkbox. I want

• Customizing Homepage Modules for Multiple Users

  Hi, I'm fairly new to Zoho, and I would like to customize the homepage modules and apply the changes to multiple users. I currently know how to do it only for myself. How do I go about making these changes? Thanks! Nate

• last activity not updating when adding new potential to contact

  hello, in custom view i can display contacts last activity. when i add new note, everything is ok and last activity time is updated. but when i just add new potential, activity dos not update. is there a way to fix this or is here another approach? i'd like to sort contacts by last activity,

• Geckoboard integration to ZOHOCRM

  Any ideas how to do this quickly and easily? Much appreciated Jon

• Zoho Support <> CRM Integration - is this thing on?

  The Zoho Support integration allows your sales, marketing, and top executives to view and monitor customer support tickets right from within your Zoho CRM account. We've finally figured out the integration. Let me tell you, it wasn't easy.  Paying for users, enabling access, plugging in ZSC keys!  Zoho, this cross product integration needs work.  But we're done!  I am certain, I see Zoho Support integrated successfully. But under Leads, Contacts, and Accounts in Zoho, I've got nothing new (and we've

• Site Service Call Recording

  Hi I'm looking for an application that allows me to record site visits to customers via smart phone. I have the Zoho CRM app on iPhone but it's limited. I'd like to record a site visit, lets say as a "Case", (Cases are not available in the Zoho CRM app) and have a field where my customer can sign as form of acceptance. Is this available from Zoho or other third party application? Larrym

• Zoho iPhone App does not match user Profile Settings

  Hi We've set up a new user with various permissions on their role and visibility to different screen. For example, the user us unable to edit contacts, or accounts or to add any additional contacts or accounts. The only visible tabs they have are Contacts, Accounts and Activities (Tasks). This all works fine when user logs in via their browser. But for some reason when we installed the iPhone App it gives them access to everything like and Administrator. So they can still see for example the Potentials

• ZOHO Mail in CRM question...

  Hi All, Just about to sign up to Zoho but wanted to better understand functionality of Zoho Mail within CRM...  Specifically, we have just purchased a new domain which will be the name for our emails. What we'd like is for email to be IMAP so that any email we send to or receive from a contact of lead within CRM, whether it be from our iPhone, Mac Mail or Zoho CRM, that the email will be logged under the appropriate lead/account automatically. What we are looking to achieve is a transparent logging

• crm api and zoho products

  Is it possible to display (and format with CSS) a single product from zoho crm on an external webpage using api? 

• Zoho Mail Add-on for CRM integration - lack of GoogleApp integration features...

  I've been using ZohoCRM with the Mail Add-on since it came out.  I use Google Apps Mail mostly for my email work, calendar, etc. But, I'm finding it very hard to manage both my GoogleMail and my ZohoMail account, since I need to pull copies of mail from Gmail into ZohoMail to create a mail log for Contacts and Leads in CRM.  So, basically I have copies of mail in both places (Ug).  Although this isn't ideal, it still gets me an email trail inside of ZohoCRM.   But, here's my real issue: I decided

• Are Zoho CRM Tasks integrated with Zoho Invoice Tasks?

  Hi I am a bit confused over how Tasks work/integrate between CRM and Invoice. For example I would like to raise a Task in CRM as I would like to track activity and progress of a task against a contact/account and communication about that tasks. At the same time I would like to track time spent by a contractor on that that. So I had thought, in Invoice you open a project. Select the Account. Then logically, shouldn't the tasks created in CRM for that customer be able to import in Invoice? Or are they

• Synchronizing Zoho CRM Calendar and Tasks on Android apps

  I am generally pleased with ZCRM 1.0 for Android. I think it is a pretty solid release and it does the core functions that I need it to do (Log calls, provide access to contact, account and potential details) However, one thing I strongly feel needs to be addressed is some way to add alerts for tasks and/or meetings. I have not been able to get any of my tasks to produce and alert on my Android phone. My meeting alerts are limited to pop-ups through my Google calendar as displayed on my phone. Since

• In Zoho CRM can a Task be turned into an Invoice item?

  Hi In Zoho Invoice you can create an Invoice from a Task. Can you do the same inside Zoho CRM with it's Invoice function? I see here you can Associate an Invoice with other Records e.g. a Task: https://zohocrm.wiki.zoho.com/Creating-Invoices.html But it one can do this. Ideally I would like to be able to generate an Invoice in CRM which is based on a Task all within CRM. Is this possible without having to create a product. I'm billing for Time Spent on a task. Thanks Gene

• Page Layout - URL covers Last Edit Date

  Hi On the Accounts page layout if you have a long URL and the right side bar with links enabled, any reasonably long URL will obscure the Last Edit Date Field. Would recommend you put this one line down. See enclosed image. Thanks Gene

• Using Zoho web to contact from with weekly

  I am considering using Weebly to build a website. I currently use Zoho web-to-contact form to import con acts from my web form to Zoho CRM. Can I do the same if I build my new website in Weebly. According to Weebly PHP and Mysql cannot be used. If the soho form cannot be used, does anyone know an easy to use platform to build a website which can use the soho web-to-contact form?

• Best Tablet for Zoho CRM

  We are wondering which users are utilizing Zoho CRM with a tablet on a consistent basis. We know that there will be an iPad version shortly, but the way we see it, we want a tablet that works not with an application but natively with the browser. This will guarantee a consistent use over time across platforms as well as always receiving the updates to the web version instantly. Another reason to prefer web over an app is that the app will be plagued with bugs as in all 1.0 versions. We don't want

• Please assist with web to lead issue

  Hi there, Before I start - I am speaking from an end-user perspective. I have a developer working on my site - so I'm not too clued up with the coding bits. We have a web-to-lead form for enquiries on a new Toyota Etios at http://www.toyota-etios.co.za . The developer probably has some sort of javascript form to handle the form - as it pops up in a box, when clicking enquire. The form code is based on the Zoho generated code. All goes well when submitting the info, but the data doesn't get imported

• Looking for ways to use Zoho CRM creatively to generate new leads

  Hi - I have an eCommerce business.  Besides entering my customers into the CRM program and doing follow ups I'm interested in hearing ways that people use Zoho CRM creatively to generate new leads.  Any ideas or best practices?  Things I should avoid doing ? Thanks, Viv  at Hey Viv ! 

• Quick Entry from Pulse Module?

  Here is an idea to really help speed things up.  Make a quick entry from the Pulse Module of frequent quick entry things, like Call, Task, Event, and Note That would make things easier and reduce the time spent clicking and going back and clicking more.

• How do I change the order of my notes in the mobile app for iphone from alphabetical/numerical to by date?

  When I use Zoho CRM on my computer and enter a new note, all the notes stay in the order I entered them. By date. Which makes sense. However, when I look at the notes on my mobile phone app, all the notes are arranged in numerical order. This is frustrating because I am not able to see which note I entered last. Is there a way to order the notes on my iphone app by date? So that my most recent note is on top? This is really essential to what I do.

• Is it possible to have an alternate name for a URL field in Zoho CRM?

  Does anyone know if this is possible to have Alt Text for URL field Type in Zoho CRM? Thanks G

• Assign Primary Contact in Zoho CRM

  Hi In Zoho Invoice you can assign one of the contacts on an Account to being the "Primary Contact". But there doesn't seem to be an equivalent in Zoho CRM? Can one be put in and have this synchronised with Zoho Invoice? Thanks Gene Moderation Update:

• Custom Field / Other Account Fields link between CRM and Invoice

  Hi Zoho Team Another feature request for you.  Can you make it possible to link other types of data fields between CRM and Invoice other than the name, telephone, and address fields. E.g. on Account field I would like to link website field for example and indeed several custom fields as I would like to be able to include this information on the customer invoice. Many thanks Gene

• Is it possible to report on Task Duration in minutes/hours rather than by start and due date?

  I'm currently evaluating the free version of CRM and I like lots of things about it, it will definitely help my business with sales automation and I will upgrade to a paid version once the evaluation is finished. However, I also want to use CRM for existing clients (accounts) where I can track how much time is being spent on tasks for these clients.  I can see clearly that both calls and events for each account have time tracking in minutes / hours but tasks do not have this. Is it possible in one

• Can an un-associated contact have a billing and shipping address?

  Hi I have a contact in Zoho CRM which is not associated to an account.  When I link that to Zoho Invoice, I see the mailing address is then taken to be the billing address. The 'other' address fields are ignored. But I also want to define a shipping address for the contact. Where can I enter that data in CRM so that it appears in Zoho Invoice? Thanks Gene

• Zoho CRM Android Filter

  Hi Is it possible to create groups for contacts on the Android version? Using Custom Views in CRM we can effectively create Contact Groups. But this does not transfer across the Android App. Instead there is a filter with only 2 options: - All Contacts - My Contacts It would be good if we could instead get the filter on the Android App to match  the Custom Views set up inside Zoho CRM. Thanks Gene 

• Exporting Leads - Contact Details Displayed

  Hello I would appreciate some help with the following issue: I'm attempting to create a project leads database using ZOHO CRM, which I'm told is possible and easier than using Creator. As you can see from the attached image, I have four main fields of valuable information (ignore 'Last Name', it's a gremlin), but 'Key Contact' contains a lot of crucial information that is hidden in any summary view. From what I've seen, creating a report is the easiest way to display summary information, especially

• Can I just mass change leads to “called” instead of logging every prospecting call?

  Hello, When I am making an initial outbound telemarketing calls...is there anyway I can skip the “Log a call” screen or pop-up and just, on mass at the end of the day, select all the leads I cycled through and mark them “prospected” and have today’s date automatically included.  It seems like a silly little thing, but logging every prospecting call with entering “Subject, Duration” ect. takes a bit of extra time that really adds up. However, I would like to carefully log calls for follow-ups, with

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