No Formula Field
Hi, I'm trialling a Pro version and want to test the formula fields, but they are not there. Is that because I am trialling PRO and not purchased it? Regards jon
How can I link orders with accounts?
How can I link orders with accounts?
Editing notes field
I have a problem editing the notes field. When I try to place the curser over it to add additional notes, it disappears!. I have tried this in Firefox, IE and Opera and it is identical.
ZOHO API limit exceed
Hello, We are using ZOHO API to integrate with wordpress and set cron job to communicate within ZOHO or wordpress and getting error of 4421. Is there any way to get total API hits per day so that we can optimize our code accordingly ? We can not increase the per day limit as we are already on professional edition.
Merge Field to Show Day of The Week Relating to Date Field?
Hi I am creating a custom template for sales orders. Using the ${SalesOrders.Due Date} merge field I can show the date associated with our Due Date custom field but I want to also show the day of the week that goes with this date when the sales order is printed. Does any know how I could do this? many thanks in advance.
ZohoCRM Inventory/Quotes module // In Create/Edit mode show all hover by default
Hello, We are very unhappy about this hover business in edit mode of quotes module. Just show all you icon pictures by default so that we can click and edit what we need to. Why have icon display in hover mode during edit or create at all? Infact you can have the edit icons in hover mode in display mode, then it would make sense. Please make all edit icons display by default in create and edit mode,
ZCRM - Sales Order - mouse scroll function failure
Since the recent update to the Inventory Modules, our customer service group is experiencing problems with the scroll function when editing a Sales Order and using a mouse with scroll wheel. The problem occurs about 25% of the time when they are making changes to the :date and time". When the problem occurs, the scroll function on the mouse stops, yet you can still scroll the page by dragging the slide bars on the edge of the page. However, this is very frustrating and slows productivity. To get
DISCOUNT FIELD NOT APPEARING IN THE PRINTOUT
Dear, Your enhancement is becoming a problem for me.. When entering a discount, it is not reflecting on the printout and this seems confusing on the part of the reader.. And exporting to PDF is not working sometimes.. Please do the necessary action the soonest for it is really affecting our operation very badly. Your support is not that good really.
Share contacts between CRM and Mail
Hi, I have one question: Can I share the contacts created into the CRM with the contact list of Zoho´s Mail? Greetings, Andrés
Notes not saving
I am not able to save new notes in the account section today. Please contact me to sort this out. Thank you.
ZOHO CRM and Rekon Accounts
Is there any way to link Rekon accounts with ZOHO CRM? Rekon is basically the Australian and NZ version of Quickbooks Online. I would imagine there would be lots of similarities between the two, so it wouldn't be that difficult. Any advice on whether this is in development, or plans to be would be great as I am trying to make a decision for my business at the moment. Thanks in advance
Error Message in Setting Reminder Task
I use reminder tasks all the time - I was updating one and got this error message: See attachments for page and error message. I have all the fields filled out as I normally do and have never gotten this error message before. Please help! I use this functionality ALL THE TIME Regards, Melody
new "delivered" status on Sales Orders.
the new Status of "delivered" that the system sets when you create an invoice, is not available when i try to set it as a condition on a report. can you fix this?
Where are my email templates being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This Email? Click Here!" link to the top. However I don't have an address to go inside of the "Click Here!" My question is, where can I find the address to my email's home, online, inside of Zoho? Does it even have an online home? What kind of work around's
Maximum Number of Existing Pick List Values?
What is the maximum number of existing pick list values you can create in a customized field, in the free version? Is the maximum limit greater for the paid versions? If they are, what is that number for the paid versions? Thank you.
invoicing after recent update - what happened to the feature to enter pricing manually?????
After the last update I can no longer enter the pricing of a product individually without having to create each time a new product. What happened to the feature that allowed to manually enter pricing? My business does not have standard products and every product needs different pricing, which i used to enter manually. I no longer can do that, which makes ZOHO's invoicing unusable for me. Is there a way to continue to enter pricing manually?
Trying to establish a connection between zoho and FreePBX
Hello I have freePBX running asterisk 1.8 when trying to establish a connection i m reciving this error Reading conf from --->../conf/zti.properties Loading props ./../conf/taskengine/taskengine.conf Loading props ./../conf/taskengine/tele.properties Loading props ./../conf/taskengine/zoho.properties java.io.InterruptedIOException: Connection establishment timed out at HTTPClient.HTTPConnection.getSocket(HTTPConnection.java:3202) at HTTPClient.HTTPConnection.sendRequest(HTTPConnection.java:2936)
Sales Reps cannot see Sales Order details.
I reported this 12 days ago and have not received a response yet. I have also emailed customer support and have not received a response other than to ask for a screen shot, which I did send. Please address this ASAP. Our sales reps suddenly cannot view sales order details. All they see are the headings (#, part#, product description, etc.) but no part numbers or prices. Then they can see the grand total section at the bottom of the sales order. Users have to be marked as management in order
Note Additions/Edits Not Saving
I've tried several times to save notes and edit notes today but cannot. We've recently downgraded to the free option. Is this due to us downgrading or is this just a bug that's occurring right now?
Feeds Report
Does anyone know if the ability exists to turn your Feeds into a Report? Our company would like to use if for monthly reports, but I cant find a way to get all the fields that Feeds shows into one Report. Thanks!
Zoho CRM Mail problem
Hello I got a problem with the email in Zoho Crm. When I want to send an appointment confirmation the mail won't open or when it opens it remains blank. Could you help me please.
Can't access my account
I created my Zoho CRM account well over a year ago. I ave not used it since. Now I want to get back into CRM and I'm getting a message "Contact your CRM administrator for Zoho CRM access". I'm self-employed. Who do I contact to get this account back in service? Thanks.
Upgrading from Old Professional to New Edition Professional
Hi - I am considering upgrading to the old professional edition ($12/month) to the new professional edition ($20/month). When I follow the prompts and hit proceed with the upgrade, nothing happens. The link does not goes anywhere. Is this upgrade possible? What do I need to do? Thanks, Derrick Smith 248-752-8291
API Integrations
I am having difficulty working with my developer on an API project. We are pulling data from a third party site and would llke to import this data into custom fields with a module in Zoho CRM. Can this be done directly, or do I need to use Zoho Creator to make a form to hold the data?
crm mail problem
Hello Recenty I got issues with mailing to contacts. Sometimes if I want to send a appointment confirmation it works. But most of the times the mail won't open, or when it does it opens a blank field. I hope you can help me.
How to know the name of the ID field in a module
Hi, I'm trying to integrate our application with Zoho CRM, and I want to provide a way for our users to map a module in Zoho to a module in our application. For this, I'm saving the ID of the Zoho record into our database. Is there a way to know the name of the field containing the ID in each module? Is there a pattern, or somewhere I can get the info from ? It looks as if it is the singular version of the module name with "ID" at the end, all in upper case, but what if the module name has more
New records not available for other users (or even for me).
We still do not make intensive work on CRM, but we are experiencing this issue sometimes and it is very disturbing. After adding a new lead or contact to ZOHO, we cannot find it on a simple search. Other users from the company or even myself are not able to find the record. Some other times, one user can search for the record but the other user cannot, for the same simple search. As this is not an easy thing to reproduce, can you please give me some guidelines on how to avoid or track this problem
sync - new contacts into accounts
Hi I have imported a Dbase as we are using Account only at the moment, but there are several contacts as well as the main contact for some of the accounts example. Account name: London County Council Contacts - several contact How can I merge these contacts as 'new' contacts within the Account please without having to manually do this? Angela
Associate a campaign to a new lead
How come the campaign field does not show up when I create a new lead? I understand that I can go to the CAMPAIGNS section and upload or add leads. But how do I add new leads from the leads menu without having to go to the campaigns > edit section. Its a waste of time to do that. Diego
Emails deleted from CRM
It appears that if I delete an email from the Emails tab in Zoho CRM, it deletes it from the linked email to the Contact in CRM. Any way to fix this? I do not want to have a folder with thousands of emails. I know that other CRM's will save the message in the database so deleting from the source (Zoho mail) does not remove from the contact/lead/opportunity. Zoho mail is pulling from my POP 3 account. Any help is appreciated as this is a very important part of my tracking.
Can be translated to Spanish options drop-down lists
Can be translated to Spanish options drop-down lists , for example the account types , sectors , among others ?
Share contacts
Hi! How can other users see my contacts? Thank you!
Error in exporting my quote in pdf
In formulating my quotes, if I write " ^p " in the text filed "${Quotes.Product Description}" I can not export the ".pdf" file.
Task Automation. Need help please!
Hi everyone, I was wondering if someone could help me with a task automation process. I would like to create a rule that is triggered everytime that one of our account's turnover goes down. So our sales rep can be aware of this by creating a follow up task for them. I would like to know if anyone could give me some piece of advise on how to create this rule. It will be very useful for me and I hope it can help someone else. BTW I am running the Standard version. Thanks in advance.
CRM API Lead Email Section
Hi, In CRM, can I send an email in the Lead section using the API in the same way as within the user interface under the "Email" section. Thanks in advance! Kai
Non-concordance d’objectif
Bonjour à tous, Non-concordance d'objectif ??? ce est que me marque CE mon CRM sur ma prévision de décembre !!! qu'est ce que CELA Veut bien dire? D'avance merci pour vos Réponses
Potentials are repeated several times in my report, giving wrong indications
Hello, I started to notice that Zoho reports, is repeating my potentials several times in the reports, although they are only appearing once in the potentials. I am attaching a screens shot Best Regards Ahmed ElRidi
Group Pricing
We are using Magento with Zoho CRM through Zapier. We have group pricing for different customer groups is there anyway of that showing in Zoho when doing quotes? or do we have to alter that for each quote we do?
Notes ID Number Question When Importing
i have mass imported some fields and need to update the notes. I have asked this question before but got no real clear answer by Zoho staff. I need to know what Note ID numbers are free for me to use, i do not want to risk overwriting existing notes.
Data Entry Box
In my email, data entry box reads "Unsupported feature: [com.google.gadgets.analytics]"
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