Zoho CRM - Online Help

How do I change the business name of my CRM from ' Alan's Computer Repair ' to 'Maryland Computer Repair '.? Thanks Bruce bruce@fasterdigital.com

Hi Bruce, You can change the Business Name from Company Details page. For more details refer to: http://zohocrm.wiki.zoho.com/System-Administration.html#Company_Information Thanks, Gopal

Is it possible to set up Invoices with Sales Tax and VAT listed separately? In Canada we need to list PST (Provincial Sales Tax) and GST (Federal Goods & Services Tax) on separate lines. Chris

hi, in it early stages !! can user have multiple email addresses ? and regarding outlook plug in, i have a lot of personal stuff in outlook and would like to import probably individual contacts and regular calander entries...possible ?

It is possible to add selected contact from Outlook to CRM by creating a separate folder for your customer specific contacts and calendar entries. Down the road, we will provide an option to select records from Outlook before synchronization.

I would like to get some information on backing up my data. If your server crashes what happens to my info? Can I export a backup copy? Is there an off-line version that I use if your server is down or I can't get an internet connection?

Hello,

Being a hosted CRM service provider, we take all precautionary measures to protect our customers data. We have necessary infrastructure in place.

For more details refer to our Terms & Conditions:

http://zoho.com/terms.html

PS: Currently we are offering Export tools in all modules. You can export your data as per your requirements. Please feel free to contact me at support at zohocrm dot com for any clarification.

Regards,
Gopal

Why not add an export to Zoho Writer for quotes, invoices etc ? Sometimes you need to customize these things so it would be *very* useful.

Hi Chris Porter,

It is a good idea to export quotes, invoices, and documents from ZCRM to ZWriter. We will definitely consider this feature, once we have implemented Single-Sign-On and APIs for Zoho CRM.

Regards,
Gopal

Great news, thanks for your help.

Just a notice for people whom need Zoho CRM and Help in Vietnamese, pls be at http://info3.wiki.zoho.com/CRM-Help.html - I am uploading all Help translation of Zoho CRM in Vietnamese

Hope it is help,
- The i3systems.net Team
Hanoi - Vietnam

when i enter a purchase order for an already existing product and it is considered deivered, will the new stock be automatically added to the balance stock in the product list.

Dear Hanoi,

Thank you for publishing Zoho CRM - Help Manual in Vietnamese language. Kindly use your Wiki as a central point for all Zoho CRM related discussions. Please let me know, if you need any assistance from my side.

Regards,
Gopal
Zoho CRM Wiki Admin

Dear Simheswara,

Currently it is not possible to update Qty. in Stock automatically. We will fix this issue in our future release. Kindly bear with us in the meantime.

Regards,
Gopal

Hi,

I just changed the langauge to German, but there seem to be some problems with the German special characters (they are not displayed correctly).
Also some fields are not translated jet (Address: none-Mr-Mrs etc. e.g.)

Maybe you could fix this,
Regards,
Christoph

How can I delete a user?

Thanks

Hi Path,

Currently we are not allowing deleting of users keeping in view of impact on accessing other Zoho services. Instead we are allowing Zoho CRM - Admins to inactivate users. For more details, please refer to:

http://zohocrm.wiki.zoho.com/System-Administration.html

Regards,
Gopal

When you using the search on the left navigation, your only options are to edit the file or delete it. Can it be set to be able to view it?

The search in the LEAD area does not seem to be working properly, it goes back to my task list.

Can you reformat the task list to include other views or change the current view to include other fields? I'd like to be able to know which task is for what client without having to click on it.

Thanks,

Josh

I have a problem with emails. I run my own exchange server and for years have not had any trouble. Now that I'm using zoho crm, I can't get emails from the zoho systems. It's as though it's trying to relay through my mail server (which is locked up tight for relaying). Anybody else have this trouble? Here is the error I get:

Your message did not reach some or all of the intended recipients.

Subject: A New Task (Subject: Follow up call - TKC) is assigned to you
Sent: 10/17/2007 2:35 PM

The following recipient(s) could not be reached:

Ira Rozen on 10/17/2007 2:35 PM
You do not have permission to send to this recipient. For assistance, contact your system administrator.
< resolver1.sv4.zoho.com #5.7.1 SMTP; 550 5.7.1 Requested action not taken: message refused>

This is obviously quite frusturating. Why would the crm package need to relay through my mail server??

Hi Josh,

Your suggestions related to Search functionality are very valid. We will take up your suggestions in our future updates.

Regards,
Gopal

Hi irozen@arfc.com,

Sorry to know you have some issues with email functionality.

I got the following reply from my IT services:

"We do not relay through your mail server & mails for arfc.com are only sent to your mail server. Mails are rejected since sender address being irozen@arfc.com (which seems to be your domain).
As sender address is yours & our IP being source IP, your mail server consider this mail as SPAM & blocks the mails from Zoho IP. Once you trust Zoho mail server IPs this issue can be fixed."

Please contact support at zohocrm dot com for more details about IP addresses.

Regards,
Gopal
(Zoho CRM)

How do you i change the time of my clock on the side panel... it seems everytime i change it, it stays that way for a while but then goes back to the wrong time again.

I have a few questions, I hope this is the right place to post:

1) Can you have Zoho generate incremental Purchase Order numbers for you, just like it does for Quotes etc ?

2) Is there any way to track quotes from Vendors. Part of the workflow should be receive-quotes --> issue purchase orders. Seems like a gap.

3) Can you increase the number of fields for your own address ?

4) Generated PDFs: I have a lot of trouble getting them to look right, for example if you add padding to table cells, the lines are shown as broken. Also not all the css styles are applied; the fonts are all the shown the same. Is there a guide that I can follow ?

5) Is there any way to go from a Purchase ordered received to issuing Purchase Orders to vendors ?

when i add a customized report for invoices it does not add the account name to the report how can i add this field ?

Hi, I wanted to know if I could customize the application to not only act as a sales tool but a recruiting tool. For example attaching a candidates profile and resume, searching on key words in the resume etc.

I look forward to your feedback.
Lance

Hi! I have two questions for you<br><br>1) Our company is German company. so usually use Euro currency. But sometimes we trade foreign countries then we use us$. In this case, how can I handle in this program?<br><br>2) when a chsotmer ask us to ship goods to other address with the invoice address, as I have learned i can fill the different shipping address in the same invoice. but sometimes in case the customer doesn't want to show the amount to the shipping destination, how can I make it? we call it "delivery note" the same like invoice form without products price!

Hi,<br><br>Multiple currencies will be supported in our future updates.<br><br>You may create a new template for Invoice from Setup link --> Templates --> Inventory Templates and remove the amount field, which will help you in creating the delivery note.<br><br>Thanks,<br>Adam.

Could you tell me how to change it between chinese vision and English one?

Lauren,

You may clear the cookies of your browser and try to change the world clock in the side pane and it will set the exact time that you have provided.

Thanks,
Adam.

Chris,

1. Yes. You may goto Setup --> Purchase Orders --> Field List and create a new custom field with "Auto Number" to generate incremental purchase order numbers.

2. Yes. You may add a new field in Quotes as a Lookup for Vendors and track the quotes from Vendors. Goto Setup --> Quote Settings --> Field List and add a new custom field with Lookup and select the Vendors from the drop down.

3. Yes you can increase the number of fields for your address.

4. You may send the sample to support at zohocrm dot com to analyze and provide a solution for it.

5. Could you please explain more in detail about your requirement.

Thanks,
Adam.

Thomas Gleeson,

You may add the Account Name column by clicking on the Customize button on the report and goto Columns tab to add the Account Name to show in the report.

Thanks,
Adam.

Lance.mooney@humancapitalconsultants.com,

You will be able to customize Zoho CRM for Sales and also for recruitment and you will also be able to search according to their profile. The resumes can be had as attachment for the particular candidate. At present it is not possible to search for the keyword which is present in the attachment. We will consider your request and take it up for our future roadmap.

Thanks,
Adam.

Hi,can i run this on my vista system?

Longdan,

The Zoho CRM is an online tool and its based only on the browser. We support Internet Explorer and Firefox. You can very well use it in Vista.

Thanks,
Adam.

Does the "pipeline by probability" report work for contacts/leads as well as accounts? That report doesn't load up for me....

Once you set up the email template, how to you send out emails. Do you link to outlook? Is there a zoho email server? How does it work?

Thanks

Dave

1. How can I make required custom fields on the web to lead form . The fields are labeled mandatory on the CRM but when they appear on the site, the form can still be submitted even if the fields are empty.

Here is the link to the form.




2. How can I assign the customer as recipient for an email alert? We would like to send an email to a customer when an order shows delivered on the system. I was able to send an automatic email to a named owner but not a random customer. The rule criteria is in place but I couldn't figure out which recipient to assign the alert..eg record creator, record owner? These options do not send email direct to contacts.

1. How can I make required custom fields on the web to lead form . The fields are labeled mandatory on the CRM but when they appear on the site, the form can still be submitted even if the fields are empty.

Here is the link to the form.


http://www.ddpleds.com/samplestesting23.asp


2. How can I assign the customer as recipient for an email alert? We would like to send an email to a customer when an order shows delivered on the system. I was able to send an automatic email to a named owner but not a random customer. The rule criteria is in place but I couldn't figure out which recipient to assign the alert..eg record creator, record owner? These options do not send email direct to contacts.


Eugene

witch technology u r used to developed the zohocrm.com

please urgent im waiting ur reply

my NO 9964991196(mail id mail2ram4@gmail.com)

could u explain me quotes module & Campaigns module

in datails how its working .

Dave,

Once the email templates are created, you will be able to use the email template in the module that you have created for. For example, if you have created the email template for Leads module, you can select the leads from the leads tab and click on Send Mail button, which will be below the leads list and select the email template that you have created to send the template.

Thanks,
Adam.

Hi ram_prasad,

Zoho CRM is developed based on Java web technology.

Thanks,
Adam.

Hi ram_prasad,

You may refer to the following links to get more idea about Campaign & Quotes modules:

http://zohocrm.wiki.zoho.com/Working-with-Campaigns.html

http://zohocrm.wiki.zoho.com/Working-with-Quotes.html

Thanks,
Adam.

Hi Eugene,

The fields can be made mandatory in the Web site by the webmaster team and they can make the users provide all the information before they click on submit.

The second option is not available right now and we will be updating that in our future updates.

Thanks,
Adam.

Is there a way to increase the number of emails per day that i can send out? thanks.

Hi,

Currently we are providing 250 emails/day/account. If you want more than that please send an email to support@zohocrm.com with your requirement to help you better.

Thanks,
Adam.

As a policy, we are not allowing more than 250 emails per day. Down the road we will be addressing this issue by relaying emails from Customers' Mail Server so that our customers can send unlimited email messages from Zoho CRM. In the meantime, kindly bear with us.

Regards,
Gopal

I'm having trouble adding back some address fields in the Contact area after removing them. When I drag them onto the section they don't stay or show up. What can I do?


Brad

Hi Brad,

You may try drag and drop using the right-click, this should work. If you still face issue in the drag and drop in the of the fields, please send your contact details to support@zohocrm.com to fix it asap.

Thanks,
Adam.

Is the ZohoCRM user manual available for download as a PDF file?

Hi Rostoeber,

We provide only the online Wiki and we are coming up with the downloadable manual. Once we are ready with it, we will keep posted the update.

Thanks,
Adam.

Is there any way to change the login name of a user?

Hi Vaughn,

You may send the old login and the new id that you want to support@zohocrm.com and we will check and do the needful.

Thanks,
Adam.

Brad -
I had that same problem in IE7. I switched to Firefox and voila...problem fixed.

Not a very technical answer, but it worked for me.

I cannot send an email to a contact. When I go to mail then "send mail" in any contact form - the page simply refreshes and does not let me either select a templat ( which I wanto to do) or even type a manual email.

Please help. I have anumber of emails to send to customers today.

Many thanks

Peter

Is it any rules for telephone flag?? The flag will appear to our CRM sometimes....What's the rules and what's going on ??

I would like to see the Flag,,it's so cute..

Thanks

is it possible to associate an existing (or new) Contact with an existing Potential? The contact interface allows user to create new Potential, which is then associated with that Contact. but I see no way to link existing Contact with existing Potential.

Many thanks.

Joe

Hi Zoe,

I believe you are talking about the Skype flag that is displayed near the telephone field. You will be able to bring the flag in the telephone flag in Zoho CRM if you have installed the Skype plugin in your browser with the exact country code.

Thanks,
Adam.

Can i set up a mass email to be delivered to a group of contacts at scheduled intervals with unique emails for each interval? ie if somone says call me in 4 mos, and they agree to let me ping them each month for 4 months with an email, i'd like to create 4 different emails with 4 different messages, to be delivered 4 times (like end of each month), so when i call him 4 mos he is still kind of warm. I'd like to set this up ahead of time and just forget it, so it sends out each email automatically - is that possible?

Hi Joe,

You may use the "Schedule Mass Email" option to set different templates for the intervals you use to send different emails to the customers.

Thanks,
Adam.

You did some "scheduled maintenance" over the weekend, now all of our invoices (and jobsheets) show a $ sign in front of the quantity.... can you fix this up. I tried deleting it from the templates but then we get no quantity show at all.
Thanks

Hi John Lyus,

We are working on the issue and it will be fixed today.

Thanks,
Adam.

Hi Mistermusic,

You will be able to attach a task to both a contact and a vendor from the Vendor's tab by creating a task in the vendor record.

The toll free number is working fine and you may try contacting us any time.

Thanks,
Adam.

how can I see accounts that don't have pending activities?

Hi,

You may goto Activities tab and click on Create View above the activities list and create a view with the criteria "Status" contains "Closed" and in the available columns, add the "Related To" column and save the view.

This view will show you the accounts that don't have pending activities.

Thanks,
Adam.

Is there a simple manner to import existing data from a competitors CRM tool from, say, their exported Excel files??

Dear Gary,


We are providing Data Migration Tool for migrating the data from other CRM systems. This tool is available under Setup > Data Administration Tools > Migrate Data from other CRM module.


Please let us know your exact migration requirements so that we will be in a better posititon to guide you. You may contact us at: support at zohocrm dot com or call at: 1 888 900 9646


Regards,

Gopal

How to you make a custom field that is assigned as a "TextArea" take up 2 columns in a page layout?


Thank you,

Jeffrey

Hi Jeffrey,

Currently splitting the textarea to take up in 2 columns in the page layout is not possible. We will analyze and take it up for future roadmap.

Thanks,
Adam.

I wish to be able to use letter templates to easily print out documents to various contacts in the CRM. I do not see the capability to do so.

My interest is to (1) go into a contact, select "merge to letter" and then select a particular letter template with fields from different tables, have the pre-set fields populate from the selected contact, and then print. (2) Another scenario is to select a batch of contacts or accounts, probably using some kind of filter, and then identify the letter template to use, and then select merge to printer.

Can you help my with either or both of these wishes. Thanks.

Hi Noel,

The exact feature is in our roadmap and it will be implemented at the earliest. As the release date is subject to change, we can't commit a time frame for the feature release.

Thanks,
Adam.

I am having trouble linking my contacts to the apropriate accounts when i import the data from a csv. i have tried many times. what i am i getting wrong?

Hi,

When you import the file, make sure that you have the related id's so that it will get mapped with the appropriate contacts and accounts. You may try importing the file from Setup --> Data Administration Tools --> Migrate data from Other CRM.

Thanks,
Adam.

I have a sales rep that is having issues with her accounts view. The view on some of her accounts actually shifts to the right when she opens them up - she has to use the scroll bar at the bottom to shift the view so she can see it. This hasn't happened on all the accounts. How do I fix this for her?


Thanks,

Cindy

Hi,


how do you display today date in Inventory templates. What is the code to paste? I want to print a templated letters with the date of the day. Thanks for quick reply.

Hi Cindy,

Please take a screenshot of the issue you mention and send it to support@zohocrm.com to analyze and provide a solution at the earliest.

Thanks,
Adam.

Hello,

Is there anyway to have the same product assign to multiple price books? I wish this possibility was available.

For example, Product A to have a different prices for Pricelist A, Pricelist B, and Pricelist C.

This would be great, especially for us working with 700-800 products, doing it one by one will take weeks!

Can I use iframe to integrate zoho crm in my wiki (deki wiki)?

When I try to get into Accounts, I get a box that says Loading. I can click on an individual account, but the information never loads. The Loading box just sits there forever. I am unable to see any details in the Accounts. One other person in the company is also experiencing this issue, but others are not. Help!

Hi coronac,

Yes. You would be able to add multiple Price books for the same product from the Related fields list which will be available under each record.

Thanks,
Adam.

Hi Kelley,

You may send your issue to support@zohocrm.com with your contact details to help you online to fix the issue.

Thanks,
Adam.

Hi,

I assign leads an "Industry" and "Strategy" tags through fields when i input the lead. When I convert the lead, I want the account and the potential to retain the industry and strategy tags. Right now, the account retains the industry tag but not the strategy and the potential doesn't retain either. I guess I want these fields to be standard from lead to account potential and I want the value to be retained through conversion. Any ideas?

Also, I'd like to be able to customize a view in "Accounts" based on status. Can I do that? The reason I would like to is because I'd like to manage existing customers somewhere and it makes the most sense to do it within accounts (potentials doesn't make much sense) but currently i can't filter by status.

Thanks!

Rob

"[quote]"For example, Product A to have a different prices for Pricelist A, Pricelist B, and Pricelist C."[quote]

[quote]"Yes. You would be able to add multiple Price books for the same product from the Related fields list which will be available under each record."[quote]

I have one question on this, I have created several price books and added the same product to each of the price books. Here is the issue/bug??

You are prompted to enter list price, however in the related fields list there is no choice to select "list price" making it very cumbersome to find the list price of the product without have to add a custom field.

Hi infomapcanada,

"Can I use iframe to integrate zoho crm in my wiki (deki wiki)?"

We haven't tried that in our setup. You can do that by giving the Zoho CRM page url for the iframe source ie., <iframe src='http://crm.zoho.com'. But, it will load our whole page in that iframe. Hope this helps.

Regards,
Mahesh,
Zoho CRM Team .

We are trying to setup a 3 workstation Zoho CRM network (Free 3 client version). We ran setup without problems and we can work fine on the server. However we can find a way to setup other clients. How can we setup them?

Thanks in advance.

Hugo Malhoa

It is difficult to use the leads list to call, then add information from the call.


If you use the list to scroll through, then you have to go back and forth with adding info to the description. It would be nice to have a next or previous in the leads edit move so you can move to the next lead rather then have to go back to the list and find out where you were in the list. It is very cumbersome.

Hi Merrill,

The back and forth navigation is already in our roadmap and it will be available soon. You may also use the Tasks & Events to make the calls for the leads that you have and you can use the tabbed browser (IE7 or Mozilla Firefox) to complete the work easily and quickly.

Thanks,
Adam.

Please let me know if there is another forum or method I can use to get support on the questions I asked above. I am trying to run a business on your CRM and I can't run on you until these issues are resolved.

Hi Rob,

You may create the same fields with tags "Industry" and "Strategy" in Accounts and Potentials and map them using "Map Custom Field" button that is provided in Setup --> Lead Settings --> Fields List. Once you have done this setting, automatically the leads that you convert will get mapped with the fields that you have provided.

In the Accounts tab, click on Create View link and provide the criteria that you want. With the help of the view that you create, you will be able to get the list of records based on the criteria that you have provided.

Thanks,
Adam.

Hey guys

help. I want to change my email address as the main administrator and it won't let me as I have already created another user with the same address. I cannot delete that user - so what can I do?

I am interested in importing Accounts, but what happens when I import it states that all the accounts were not able to be imported because of "missing mandatory fields". What happens if you do not have first and last name info, but have the Account Name, mailing address and phone number it still won't let you import? You have to have first and last name in order to import a record?

Hi,

Yes. We need to import the records based on the mandatory fields that is mentioned in Zoho CRM. With the help of the mandatory fields, the records will be mapped properly. It will also be easy to find the records based on the mandatory fields that we have.

Thanks,
Adam.

Hi tpod@goodcall.cc,

Send a request to support at zohocrm dot com mentioning the id that you want to remove.

Thanks,
Adam.

When I sync with Outlook - my outlook calendar appointments are recorded 1 hour compared with the zoho calenday appointment.

E.g. 2pm - 5pm Meeting in Zoho appears in Outlook as 3pm - 6pm Meeting


Please can you let me know what needs to change to fix this?

David Foggin

Dear David

Sorry about that. You are choosing Greenwich Mean Time. It is not support with day light savings, so kindly chanage your timezone with day light support and try sync.

Hope this help. Kindly get back us for further assistance.

Thank you
Regards
Gokul

Hi,


I am not able to access either the Purchase Order Reports or the Sales Order Reports. Can you let me know what to do to correct this?

The screen says I have Insufficient Privileges to perform this operation. Contact your Administrator.


Any help would be appreciated!


Thanks,

Hi cindy.cain@totalindustrial.ca,

The reason why you get the insufficient previleges is that the tab is not available in your account. If you are the Administrator for your account, goto Setup --> Tab Settings --> Customize Tabs and bring the Purchase order and Sales order tabs to the selected list which will help you in resolving the message you get.

Thanks,
Adam.

Thanks Adam - that's great. Your response time is fantastic!

I have companies in my leadsl list which have several locations. Therefore I have severeal contact/lead names for each company. How do I keep the lead as one company but with all the info about different contact names within the file? Right now I have in my leads list company A, contact name a and Company a, contact name b and so on

- How do I change this?

Hi Fredrik,

You may qualify the lead and convert them. Once you have converted the lead, the company information will be shown in the Accounts, contact information in Contact tab and the deal information in the Potential tab. Now, you will be able to have the company name as common in Accounts tab and have multiple contacts attached to the company from accounts tab.

Thanks,
Adam.

How to import data from the crm software? Is it free?

Hi kk@enventureonline.com,

Once you have logged in to your Zoho CRM account, goto Setup --> Data Administration Tools and you may Import the data to the CRM system easily and its totally free. If you want to bring the data from other CRM system, then use the link "Migrate Data from Other CRM". Exporting of data option is also available under the Data Administration Tools and you can avail the option. If you want a complete backup of your CRM account, click on Export All Data link and it will be charged $10 per instance.

Thanks,
Adam.

I use Safari Version 2.0.4 (419.3) on my MAC. Each time I log into Zoho, on my "home page" I see the ZOHO logo spread all accros the page not allowing me to see any fields etc..The screen looks all jumbled up and I can use it.. it did not happen the first time I use it.. I started having issues with it 2 weeks or so ago and I have been unable to use the system.

Hi Ravi Bedi,

You may try with Firefox browser for Mac and let us know if you face the same issue. We have tested with Firefox and Internet Explorer.

Thanks,
Adam.

How do I set-up additional users within our account?

Hi sys02@catalysthouse.com,

You can keep adding more users in your account from Setup --> Admin Settings --> Users.

Here is the link to know more about subscribing for additional users:

http://zohocrm.wiki.zoho.com/How-Tos---Payments-and-Billing.html

Thanks,
Adam.

How can send Mass mailing to a selection of accounts based on opportunities criteriaes?

Hi Spilog,

You will be able to send mail from Leads, Contacts & Cases modules. You won't be able to send the emails to your accounts based on the opportunities criterias.

Thanks,
Adam.

where do I change the user name for the account?

Hi andy@mycelx.com,

You will be able to edit the account name from the record in accounts tab. Once the record is opened, click on the Edit button above the record and you'll be able to change the account name there.

Thanks,
Adam.

The task sorting function is screwed up. I have about 200 tasks, and I like to sort them by a field I created - priority. The problem is that if I sort them by priority, I can only see the top 20 listings - when I try to go to the next page the sorting is erased and it simply shows me the next unsorted 20.

If I instead change the view to show 50 or 100 tasks on a page, and then try to sort by priority, it reverts to only 20 tasks. So basically it is impossible to sort by anything in the tasks!

Please fix this. Thanks,

Hi timmc@oceanviewlegal.com,

We really apologize for the inconvenience caused. We will fix the issue and update the site and let you know, once it is done. Kindly bear with us in the meantime.

Thanks & Regards,
Ponnusamy
(Zoho CRM Team)

Can I convert a Potential back into a Lead?
Can I convert a Contact to a lead?

Hi mnottoli@alioscopyusa.com,

Lead can be converted to an Account, Contact and Potential. But converting Potential or Contact back to lead is not possible.

Thanks,
Adam.

Hi, is it possible to customize a new dashboard with our own data? Currently the dashboard relies on reports only. Is it possible to have an information only dashboard? Do we have the ability to create our own dashboard from scratch with a WYSIWYG tool?

Thanks

Hi jrotbart@hssone.com,

Currently we will populate the dashboard based on the report that you provide. You may send a detailed mail with your requirement to create a dashboard from scratch to support (at) zohocrm (dot) com to analyze and include the feature.

Thanks,
Adam.

Is there an option to have the CRM behind an SSL. I would like to post some client data for others to see - but would like to keep it secure. Do I need to upgrade to professional ?

Hi Kristy,

You will be able to post all data using SSL connection. While logging in, click on Secure link and login with your user id and password. If you are in the free edition, try to upgrade to get the secured login.

Here is the link to know more about the feature difference:

http://www.zoho.com/crm/zohocrm-pricing.html

Thanks,
Adam.

I need help. I cant seem to add any stages under the potentials field and therefore cannot create any potentials. Within the last two weeks I was able to enter a couple of them but I no longer can. Ive reverted to our old ways of keep track of potentials until I can get this sorted out.
Please help!!

Hi Guest,

You may try adding the stages from Setup --> Potential Settings --> Fields List and edit the Stage field to add more. If you face any difficulty, take a screenshot of the issue you face and send it to support (at) zohocrm (dot) com to analyze and fix the issue immediately.

Thanks,
Adam.

Capture Leads from Website:

-There's a lot of form designers online and the nice thing about them is we are allowed make tables so that the form comes in neat and clean.

-I want to be able to tell the CRM how many chars each field will have.

-I deleted a field and recreated it with a different property but Zoho is giving me an error message that the field is existing even if it has been deleted.

-Recurring invoices and integration with an accounting software, preferably Quick Books.

Hi vanvanborja@yahoo.com,

You will be able to customize the web to form that Zoho CRM is providing with the tables that you want to have them.

Here is the link to know about the number of characters each field will have:

http://zohocrm.wiki.zoho.com/Working-with-Leads.html

under the topic "List of Standard Lead-related Fields"

You may send a mail to support (at) zohocrm (dot) com with the field name to analyze and provide a solution asap.

You can try Zoho Invoice, which is integrated with Zoho CRM where you will be able to sync the content with Zoho CRM. We have plans to provide integration with QuickBooks. Once its done, we will keep posted the update.

Thanks,
Adam.

HI... I want to to make my telemarketing guy be able to include the most importan information after a call. Somthing like a history of all contacts made with the client. How can I do it?

I have tried to use the comments in the Case feature, but I am not able to include comments, just the internal ones, but not the ones that are being counted. What should I do?

Hi JC,

You can add a custom field with Text Area type and name it as Internal Comments.

Thanks,
Adam.

Could you please tell me how to unlock or use the comments in the Comment Information of Case format? regards,

Hi JC,

The comments field is the default field, which cannot be removed from the layout of case module. You may try adding a custom field to have your information.

Thanks,
Adam.

Can an ACCOUNT be transfered back to LEAD

Hi SL,

Convertion can be done from Leads, which will go into Accounts, Contacts & Potentials. But reverse conversion is not possible with the CRM system.

Thanks,
Adam.

When creating a customer report, utilizing the Advanced Filter, I want to return a positive result when a checkbox is checked. How can I accomplish this?


Thanks,

Whit

Hi Whit,

Kindly use the "checkbox field" contains "True" option to get report for positive results.

Regards,
Gopal

Is there a way to "hide" a completed campaign without deleting it? Is there a way to delete a campaign but still have access to the leads and contacts that are associated with that campaign?

Hello,

1. You can very well hide the completed campaigns from Campaigns tab using Custom Views.

Hint: While creating custom views, select "Campaign Status - Doesn't Contain - Completed"

2. Once you delete the campaign, the corresponding association with Leads and Contacts will be lost. Hence it is better not to delete completed campaigns.

Regards,
Gopal

Hello,

1. You can very well hide the completed campaigns from Campaigns tab using Custom Views.

Hint: While creating custom views, select "Campaign Status - Doesn't Contain - Completed"

2. Once you delete the campaign, the corresponding association with Leads and Contacts will be lost. Hence it is better not to delete completed campaigns.

Regards,
Gopal

Hello,

1. You can very well hide the completed campaigns from Campaigns tab using Custom Views.

Hint: While creating custom views, select "Campaign Status - Doesn't Contain - Completed"

2. Once you delete the campaign, the corresponding association with Leads and Contacts will be lost. Hence it is better not to delete completed campaigns.

Regards,
Gopal

What does the acronym CRM stand for. You offer this mystery service without saying what it is. It might be useful to explain this to potential users.

Hi kenoli@igc.org,

CRM stands for Customer Relationship Management.

Thanks,
Adam.

HI Adam - how do I create a report/page that has only overdue axctivity details on it?

How can I list revenue by month with account names down first column and months down the other columns

Hi Lanning,

In the Activities tab, you have a default view which provides you with the Overdue tasks in a single view.

You can generate a report from the Reports tab --> Potentials by Stage report. If you need more information, click on Create New Report and choose the modules you want to bring in the report.

Thanks,
Adam.

Dear All ;


in iRecruiment Employee Candidate Responsiblity , this error is appearing when i want to see the applied vacancies or the job applications :


'You have insufficient privileges for the current operation. Please contact your System Administrator'


Please Help me ASAP

m.abugosh@yahoo.com

Dear Zoho:

SUBJECT: CRM - Notes Privacy

I have CRM Professional, it has roles but no privacy/public option. As the highest Role, no one can see my notes. And there are many notes which I absolutely want lower-role people to see.

I could re-assign my role/properties so that others could my notes, but as a manager there are notes that must be private.

This goes with Tasks too. Some tasks of mine I want others to be able to view.

Bottom line is that it is important as a High-Role person (and an intermediate-role person as well) to have the option of clicking a check box to make the Note or Task public (viewable to others of a lower role).

Does Zoho currently have this option, and I am just not seeing it?

Thank you.

Hi befall8ensue,

You will be able to provide restrictions from Setup --> Admin Settings --> Profiles and provide the public/private from Setup --> Admin Settings --> Data Sharing Settings (available for Enterprise plan). Providing individual notes permission for specific users is currently not available.

Thanks,
Adam.

Leads in my business are property addresses. Is there a way to get ZoHoCRM to allow me to track addresses or possibly multiple addresses that would be associated with one contact? It could or could not be the contacts current home address. Thanks for any help anyone can offer!

Hi Don,

You will be able to keep track of the addresses of your leads using the Reports tab by going to the Leads report. Click on the Customize button and select the Columns tab to select the needed fields that you want and specify the criteria (for addresses you need) in the Criteria tab and generate the report.

Thanks,
Adam.

I use a predictive dialer (Callfire.com) in my day to day business. I would like to know if there is a way to integrate my dialer into Zoho or vice versa?

J.Aziz

Hi J.Aziz,

We have not integrated Callfire.com functionality with Zoho CRM. You may try using the API's that are provided by Callfire.com and Zoho CRM to use the dialer functionality.

Thanks,
Adam.

Hello. I am a new user of Zoho and have been going through all the helpful documentation and tutorials you have. I am trying to customize an activity report for one specific campaign. Everytime I try to customize the report, it does not give me the option to choice what campaign I would like. It groups all the information (contacts/leads) in one report. Please help.


Also, on my home page I have the "pipeline ny stage" module. This is using information from all the contacts. How do I have this information be campaign-specific.


I would appreciate any help you can provide.

Thank you.

Hi sgoucher@veuxmarketing.com,

We have plans to enable the Campaign field in the reports tab. Once its implemented, we will keep posted the update. Please bear with us in the meantime.

Thanks,
Adam.

i'm not able to edit email script..email text doest come one the editing box.


Regards,

Prem

Hi Guest,

Please explain in detail from which tab you are trying to send email. Also, let us know whether you are using the Send Mail option from the More Actions button.

Thanks,
Adam.

Hi, I wanted to know if theres a way for me to upload doc on crm for storage? For documents I use for personal and/or business. Also is it possible to create scripts? Like phone scripts or meeting scripts, etc?


Thank you,

Dear Zoho CRM User,

We dont have the document management feature in Zoho CRM. But you have documents as attachments inside any record.

Regards,
Parker

New to ZOHO, I have been playing around with CRM and tried to import leads from my existing exel sheet (2003) used format xls and cvs. I have a number of columns which are still empty. for example I have the company name and address but no contact person details yet. I have not been able to import this file. Can you help.

Regards, Jan de Wit

why is there no sound on the demo videos? i have all system and software volumes up. all other videos work.
i sun firefox 3.0.1 and osx10.5.4

Hi jandewit,

You will be able to import the leads to the CRM system by having the column names that you have in the Leads module and mapping it correctly while importing the file. If you still face any issue, please let us know to help you with it.

Thanks,
Adam.

Hi Guest,

We are working on it to provide audio for the demo videos that we have. Currently we have provided the videos without the audio in it. It will be updated soon. Sorry for the inconvenience caused.

Thanks,
Adam.

TASK SETTINGS


I have created a pick list in the 'Subject' field in the fields and saved it. When I create a new task it does not allow me to see this pick list. It only allows manual text to be inserted.


Please advise how this can be fixed asap.


Thanks

Thanks Adam for the reply ( to Jan de Wit) I did put in a character in the empty fields and subsequently could import the file from Excel. Is it also possible to change the width of the columns in the CRM structure?
Thanks in advance, Jan de Wit

Hi info@buytolet4sale.com,

We have designed in such a way that you can also enter extra values to the subject field. If its a pick list, you won't have option to type extra info. For example, you will have "Call back" in the pick list and if you want to add time to the subject, it will not be possible if its a pick list value.

Thanks,
Adam.

Hi Jan de Wit,

The column width can't be changed as of now. But, we will definitely consider your request for our future plans.

Thanks,
Adam.

Hi Adam. Thanks for your previous reply.


I am trying to configure the ZOHO system as a b2c set up, ie so that I do not need to create accounts each time. I simply need leads which I can then convert to clients. I need to use the 'Case Facility' as this is where I will manage their application details and progress of the case.


I have created a new case from the 'client page' and set up a new case. When I click the tab at top of page 'Cases' it shows there. But it does not show that a new case has been created in the 'client/contact page'. This has only happened since I have reconfigured to b2c set up where I do not need to open an accout each time.


Please advise how I fix this problem.

When I create any new cases from my 'client page' these are not showing in the client's page. I have reverted the configuration back to b2b instead of b2c but it is still not working.


The case does show when I select the 'case' tab from top of page. Just not in client details page.


Please help fix asap.

I appologize if this has been asked before but I couldn't find it.


How can I track "History", i.e. all events, comments, emails, changes, etc. associated with a contact? Is there a way for it to show in a chronological order?


Thanks for any advice or suggestions!

Hi Don,

Tracking the history of all the actions associated with a contact or any record is in our plan. Once we come up with the auditing feature, you will have all kind of history for all the records. As the release date is subject to change, we can't commit a time frame for the feature release.

Thanks,
Adam.

Hi - how do I add a colleague of mine to my CRM space? I know I can create a user, but it tells me that the user already exists. I want to share my contact details with him.

Thanks in advance