Competitors Field Request
Could you please develop this feature i really dont want to keep typing this information into the potentials module. I'd rather have a pick list of our competitors, then i can create a view or a dashboard report.
Desktop Notifications
How to I enable these? For instance if I'm working in another browser or looking at a document I'd like to be notified that I have a message waiting for me in my Feeds tab. Anyway to do this? Thanks.
Convert function between custom modules or something similar?
I created a custom module called Professores (teachers), similar to Contatos (contacts). Eventually we get contacts of people who are likely to become teachers at our school and so I thought how interesting it would be if it were possible to include the function of the Converter items of Contatos (contacts) to module Professores (teachers), just as occurs with Leads and Contacts. Is there a way to include the Convert function between custom modules or something similar?
How can I see email template activity?
I have tried using an email template for a contact record and for a campaign and do not see where the email sent shows up in my activity or in the campaign's closed activity. I want to be able to view activity for email sent through Zoho using a template. Please advise.
Random Characters in e-mails received in Lotus Notes
I am having a strange problem. I have e-mails that are automatically sent out based on certain criteria. About 9 months ago, random characters started appearing in the e-mails. In different places, but consistently. Either "&! nbsp;" or just an exclamation mark. Usually both at least once or twice per e-mail. Here's the strange thing. If I just chose the e-mail template manually (as opposed to it be sent automatically when a Rule is invoked) - it looks perfect. And when I copy myself at a G-Mail
How does LinkedIn integratiob work?
Not able to see how this works in Zoho CRM
Open Zoho iPhone App from a weblink?
Anyone know if it's possible to open the zoho iPhone app from within an email? Scenario: - A case is updated and owner notified via email - within the email I have a link to the specific case... clicking link opens safari and goes to case page I'd like to add in another link to open within the iPhone app... EG: ========== Hi, Your case has been updated. Click below to view the case: Open in web browser: https://crm.zoho.com/crm/EntityInfo.do?module=Cases&id=caseId Open via App: ?? zohoApp//caseId_link
Automated notes
Would it be possible to add predefined notes from a trigger?
Dependent fields as in SugarCRM
http://www.epicom.com/video_library/sugarcrm-user-group-1232014 I'm looking to implement my business logic (insurance) in Zoho, but I'm confronted with 1 essential lack - dependent fields. The presentation of a field should depend on a condition. If a field is picked or shown a series of other fields should be shown. For example if you choose a car insurance the fields that should be shown should all concern a car, while if you choose a building insurance the shown fields should concern a buildiging.
Can't see Account Name in Contacts module in Advanced CRM
Hi I configured my Advanced CRM as per attached image, checking the Account Name field for inclusion. But when I open the Contacts module, the Account Name is not visible. Any suggestions? Thank you
How can I export Zoho CRM calender activities in .pdf or .xls file?
I need to export my calender activities of Zoho CRM in pdf or xls file. Please guide me for the same/
Rule is not triggered on record update by other rule
Hello, I have rule which is triggered in Quotes and updates field in Potencial. Then I have rule which is triggered in Potencial and Updates field in Custom Lookup Field SalesOrders. Second rule is not triggered by first rule. But when I make update directly in Potential, second rule works as expected. How to solve this problem? I do not want to write a deluge script each time for such an easy task. Thanks in advance, Ivan
Bay Area Zoho Consultant Needed
Anyone know of a qualified Zoho consultant in the Bay Area? We're located in Sunnyvale, CA. Thanks. Peter peter@rmhoffman.com
Number of Emails one can send from ZOHO CRM Enterprise account per day
Is there a limit to how many mass emails can be sent a day from a ZOHO Enterprise CRM account?
Mass Update Owner of Account
Would you please add the functionality to be able to to mass update the owner of an account or another component? Minko Kissiov
Duplicate Values in Pick List
Hi, I'm trying to create a pick list for UK counties - it'll have things in it like West Yorkshire, West Midlands etc and when I try to save it, it's telling me there are dupes. I'm putting each value on a new line but it doesn't seem to like having the same word in any of the descriptors. Help please. I notice there is another topic on this in the forum but not comments which helped. Cheers Fiona
Quoting and Tax
Been doing some testing using the quoting aspect to see if it useful If you have a TAX associated with a product and add it, the sub total is the base plus tax. So on the line item you have the tax. The you add multiple ones with the TAX and all total up. However, you can't remove the TAX field underneath the subtotal, you have to add the tax manually rather than selecting a pre-made tax rate in that field and when you print the quote it shows the total price but not the tax calculation if you
Customize Invoice and product module
Working on an customize invoice in zoho CRM, is there a way to pull data of a second line item or third.. individually from the product module with out code . lets say you want to pull data from product module, you have to put them between <tbody id="lineItem"> and </tbody> . But i dont want every line to strip down, I only want the one item from the second line or third and place it with in a URL link that will be on the invoice. so that means no code only data ID. Here is an example of what i
Hiding records
Is there a way to "hide" records for users depending on territory or any other criteria?
Upgrade to Professional Edition, Trial
Is it possible to get a free trial to use the Zoho Professional Edition for a limited period without any additional payments? We currently use the Standard Edition.
Custom Function to Prepend a Case Subject with an Account Name
We use cases a lot. To submit a case you must enter (among) others: Subject Account Is it possible to have a custom function prepend the account name into the subject. For example when creating case: Subject = Testing Account = Jones, Smith Custom Fuction would then set subject to [AccountName] - [Subject] .... For example: Subject = Jones, Smith - Testing Thanks
Any updates on the new release of Twilio phone app?
Hi, I was checking in to see when the new release of the twilio phone app is expected to be released. Thanks
Where are all my notes?
Hi! I imported lots of notes to a different account but I'm able find them only with the search of lead/contact name. How can I see them straight away when I'm entering my lead/contact information? Thanks! JM
problems to export in PDF
I've problem to export in PDF. I look in print preview my quote, but when I export the same quote in PDF I have a bug What can I do? There is a particular type or code that corrupts the exporting in pdf? Thanks, Pasquale
How to have a custom field updated based on current time/date every time I look at the record?
We populate our Lead Records from a form filled out by potential clients. One of the fields is Birthday and I created a Custom Field in zoho crm to be Age and I made it calculated off Birthday using the formula Datecomp(Now(),${Leads.Birthday})/1440/365 It works beautifully but only when the lead is created. The only way that field appears to be updated is if I update the Birthday field. How can I make it so every time I look at the record, it calculates the Age based on the current datetime?
Quotes Products and Purchasing
Dear Zoho, We are a recent adopter of Zoho and like some aspect of it very much. However I am struggling to find out how to make it fit my business model. To explain, we are a small manufacturing company so we sell around 50 products and accessories which are made up from hundreds of parts. I know that Zoho is not an MRP system and I don't want it to be an MRP system .... however: - I want to use Zoho to create quotes for my customers and pick things that I sell from the Add Product list - I want
Mass Transfer Leads needs some improvements
Not sure what went wrong, but after importing about 8,000 leads I realized that about 3,000 of them were assigned to me instead of the proper sales person. No problem I thought, I can simply use the Mass Transfer Leads function on the Leads list page. But that doesn't work so well. Three suggestions: 1) Add an option to select ALL leads that match the search criteria. Right now I can only pick one page at a time, which is taking forever. 2) After searching it should tell me how many matching records
user's password
I'm using free edition to try the usage of zoho crm before i buy it, but i've got a problem here... I was succesfully add a user but how did I know the password for the user?? I've try to reset the password too, but there was no e-mail sent to the user's e-mail account (I've check the user's e-mail account myself). The process always stucks at the 5th bar (see my attached pic) What should I do?? Help...
Zoho Quote Templates
Does anyone know of where I could find someone who has pre-made zoho quote templates? Or point me in the direction of someone who could create one? Thanks!
Is there a way to make notes be a wide as the other areas?
I wanted to see if there was a setting of edit to be done that would make the notes section be as wide as the rest of the modules on the screen. It seems like an inefficient use of screen real estate if the notes sections is only 1/3 of the screen wide.
Date selector
Any chance of having a quickly, less clicking and thinking about dates etc. I like the type of format as used by Toodledoo; So 'Quick dates' can be 'today' 'tomorrow', the following few days, 1 week, 1 month etc etc. All selected by 1 click. Similar to this; http://www.toodledo.com/features/alarms.html Thanks Nigel
Auto respond a lead
Hi! I´m trying to create an auto respond for leads, a simple one, with only 1 criterion that consist on the creation hour/date but it doesen´t work. Why it could be failing? Thank´s
New Changes Effected Search Facility?
Hi has anyone noticed that when searching, the results are not as accurate. i just searched just now for an email address and it could not find it but only found it when i searched for the part AFTER the @ sign. I find this a bit of an issue as there are some accounts that i just cannot find. i have emailed support in the last two days but they seem to think the new changes have made it better and faster. i think that it's opposite and i do not trust the search results. What's everyone else's
opportunity dashboard level
Hi I'm trying to create a pipeline view of the various levels of opportunities. However, it only shows the first 3 levels. I want to add the "closed won" deals in there as well but I can't get it to show up. I've set the settings of the level to "open" and "pipeline" so it should be displayed. Help is needed! Thanks :)
EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS
I want to use Cazoomi to integrate Zoho CRM with MailChimp I have to generate an API auth token but after several failed attempts now I consistently get this message EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS How do I reset this? Can I reset this parameter? Is there a timer on this block? Thanks for your advice ....
Syncing w/ Outlook 2013 Via Plugin
We are currently testing out zoho and my question is whether or not emails sent and received through outlook will automatically be pushed to Zoho and attached to a contact, or does this only happen with a manual sync? I noticed if I schedule on my outlook calendar it immediately shows up in Zoho, but the same cannot be said for emails Any thoughts?
Question re downgrading from Professional to Free edition
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
Mail Merge
Which options do I have to perform mail merge using Zoho CRM contact, acoount and the like info? Cheers Benthe Benthe Jessen
Exorbitant Amount of Spam/Locked into Captcha use.
Even while using a Captcha on our lead forms, we get an exorbitant amount of spam daily. We need to understand why this is happening and how to prevent it. Also, while the Captcha is a viable option for reducing spam (in most cases) we do not like the challenge it can sometimes present to the user -- our business is built around making the signup process as easy as possible, any secondary steps have proven to reduce leads and conversions. One of the more common ways to prevent spam is using honeypot
Notes disappeared
Suddenly the "Notes" sections have disappeared across all my modules. Very frustrating as all my updates are done through Notes so now I have no record of last activities. Can the field and all data be restored?
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