Populate a field based on another field selection
On the Create Case screen, once the Account is selected, only the Contacts related to that Account show in the Related To field. Once the Contact is selected in the Related To field, the Phone and Email address automatically populates on the Case screen. I would like to add a custom field to the Case screen that will automatically populate the Contact Mailing Street as well once the Contact is selected. I tried different things but it did not work. I can I best do this?
CRM Does Not "Save" New Events
Hello All, Our Zoho CRM does not save our activities --> new events.. Somehow, system changed the way it looks and it does not save our new events now. We keep clicking save button but it does not work anymore. Please help, EMRAY
iPad CRM send email popup blocker
I'm using the free CRM to evaluate zoho. I use an iPad. When I click the "send mail" link on the leads or contact page I get "you must disable popup blocker". How do you get around this? And, I'm not going to disable popup blocker, if that's even an option on the iPad. Thanks
Looking for advice on how to find consultants for CRM implementation
Hi all. I've been to asked to assist a couple of friends in implementing a CRM for their small editing business, having previous experience in doing some nonprofit Salesforce admin stuff. We're not decided whether Zoho or Salesforce (or any other CRM) is the best option for us. In any case, I know there will be some requirements that go beyond what I can cobble together from different out of the box solutions. Here's my question: How do you recommend I go about finding support, where's the best place
when searching for email why do I get results "Matching Leads" AND "Matching Contacts"
when searching for email on main screen upper right corner in search field, why do I get results in "Matching Leads" AND "Matching Contacts" for the same email address when in fact there is only one record in either Leads or Contacts. Do Leads also have separate Contacts associated with them or is the Leads database a flat file with no "contacts" related in separate table/database.? George
How-To with Duplicates
Is there some way to easily find out how to use the "De-Duplicate" method? I've been having a hard time finding out how to do this, and I see that I'm not the only one. Or if there is a way that I could find all the duplicate files I have, that would be great as well.
How to relate a contact with an account?
I don´t know how to relate it?
What do you do with leads and prospects that don't close
We don't want to delete them because we want the history, however, do not necessarily want them in my list of prospects and leads??
Activites not displaying lead names
My activities list has tasks for leads and my prospects, but only shows the name of the prospect not the lead????? So, it says Prospect Name and then is blank for the lead???
Can I search on "Text Area" type of field in "Contacts" and "Leads"
Can I search on "Text Area" type of field in "Contacts" and "Leads" module in either View or Reports? I tried to search for "is not empty" and there were no results even though I know many records have text in it. Thank you. george
Leads in custom views are mixed together (out of the blue for no reason) !!!
I had Three different lists of leads thousands of names and contact information all sorted correctly and when I arrived to work this morning all of them were mixed for together for seemingly no reason at all. I did not do anything to change there location. Why would this happen? When I attempted to move them back to the proper location most of them were lost completely. why would this happen? I have read on the forum list that this has happend to others too. Is there some kind of update that Zoho
ZOHO CRM - Moving an "Opportunity" to "Quote / Incoice" next stages not possible?
Hello, We are a startup adopting ZOHO and have had quite a few surprises in the process / learning curve. One issue that has cost us a few man-days is that we started entering all potential client opportunities in the CRM. Starting from scratch, this is a lengthy process ... and when some of them became "hotter" leads, sales guys wanting to convert them into "Orders / Clients" were stuck and had to re-write the info instead of just being able to "transfer" the "Opportunity" to the next level in the
With the Standard Plan can I add additional "from" email address
If I am the only user but upgrade from the free to standard plan, can I add another email address as a "from" to my templates? This addtional "From" email address would be the only purpose the the address and would not use or administrate the CRM. Thanks.
Imports
I am looking to import my database of 50,000 with no luck so I am trying break it to small sections and still mnothing seams to be happening.
Report multiplies potentials
Hello! When I created one summary report grouped by 2 different parameters (owner of potential & stage of potential) with only 1 criteria in a standard filter (no advanced filter), I get a report multiplying certain potentials, but only some of them, although there is definitely only one created under that name. For example: owner Stela: potentials: - Marco - Jeany - David - Maria
Zoho Mail / CRM Integration, pricing?
Hi, Zoho Mail used to be available for $5.00 dollars per month. Is that no longer an option? What are the options for using Zoho Mail, pricing, and capabilities? It looks as if one must purchase Zoho CRM to use it? I am able to send outgoing messages thru Zoho CRM (using free CRM version now) and the message populates a Lead's or Contact's notes, which is excellent. thanks, - David
Creating a Formula Field for a %
Hi, I was wanting to know if I can create a field that returns a % of another field. For example, I have an amount field I have in my customer crm, I want to create another field that returns 19% of this Amount field as this one amount I charge for our fees. I am having trouble trying to figure out how to do this? If I can do this, I then want to create another field that subtracts the 19% from the Amount field, to show what the customer should receive. If this can be done, could you please provide
VIEWING OLD MASS EMAILS
Hi I need to view the old mass emails we sent out. I know I can see them in templates but is there a place to see when it was sent? We would like to be able to view the date it was sent out.
Zoho templates for estimates and invoices
I've had really bad luck creating templates for invoices and estimates in zoho that meet a minimum level of presentation for us. We've even tried hiring someone to create one for us. The results were pretty unimpressive. See attached "zoho estimate template.pdf". I've also attached a sample from our quickbooks system. I'm trying to get something that can create an invoice reasonably close to this. Does anyone know a really good zoho expert that could help us with this? It seems to me there
Outlook Plugin not Compatible?
Hi , I have a new laptop with windows 8, and outlook 2010 . The Zoho plugin once downloaded tell me it is wrong version when I try to install. When it asks if I want to install the right version , I agree and it downloads the 32-bit version and then gives me the same message. Any ideas / solutions would be much appreciated as I use this plugin a lot Thanks .. Jim
Updating fields with formula?
I currently have lastnames in "Proper" case and want to change them all to "UPPER" case. Can I use UCASE Or UPPER() or something like that and how do i reference a field in the "replace with" ?
CRM phone numbers
Phone numbers are displayed double in CRM how to stop and how to turn off skype code for phone numbers in notes.
Total Custom Fileds
Hi, I would like to know the maximum limit of the custom fields that we can create in Zoho. Also, is there a way to keep track of the number of custom fields we have already created and the number can we can still create? Thanks Sylvestor George Phone: 669-888-6088
Web Form for Vendor module
Hi, I want to deploy a web form for vendor module. I do not see on shelf feature for this. However, I got to know that I can achieve this through API. Could you please walk me through on how to achieve this so I may implement the same. Thanks, Sylvestor George Phone:- 669-888-6088
Attachements in Potential Module
Why do attachments uploaded to a lead not follow the lead when converted to a Potential? If I attach a file to a lead and convert to a Potential, the attachment shows up under that Account and Contact, but not Potentials. There is an Attachment section in the Potential Details, but it remains blank. We mostly attach quotes, so it would be very helpful to have the attachment follow the lead into the Potential Module.
How do I alphabetize contacts in Zoho
Hi all, I am a marketer for a plumbing company. Can someone please tell me how to alphabetize the contact list on Zoho? If so could you email me at onecallplumb@gmail.com Any help would be appreciated Thanks, Sara
Looking for a solution to setup ZohoCRM for the French "ECO-CONTRIBUTION"
Hello, new tax rules for certain product categories introduced the so named "ECO-CONTRIBUTION" : a tax depending on the weight of a product and which rate is related to the composition of the goods (more than 50% stell, more than 50% wooden, etc...). I would translate it as a "recycling fee". Of course, this taxation needs to appear on quotes/orders/invoices and I'm committed to report each quarter the types and amounts I invoiced. A first tempt conducted me to create a product for each type of tax,
Copy Quotes
How can I copy quotes ? Can you have a model with the products to be used repeatedly ?
Is there a way to add a colum in "Open Tasks" in the component home view?
Is there a way to add a colum in "Open Tasks" in the component home view? I want to add Subject of the task but also of what potential it is so it is easier to follow. BR,
Changing sections displayed in each module
Is it possible to change the sections displayed in a module? For example, I have created a link between cases and sales orders. In the cases module, I would like to see all of the associated sales orders, and vice-versa. I know I can create a custom field with a lookup, but that is a manual process, and provides only a one-to-one relationship. I would like to be able to produce multiple sales orders for a case and see the linked sales orders in the case module.
Adding custom lookup field
For some reason I do not have the option to add a custom lookup field. When I go to create a custom filed at a potential level, the look up option just isn't available. Can anyone tell me if this is limited to a certain addition of Zoho CRM.
Issues with lead conversion
We are a B2B and have both resellers and repeat business. We currently use the 'Lead' section to track people/companies which come into the business which have yet to be qualified. These 'leads' can be assigned to either a member of our sales team or a reseller depending on the type of business it is. There are a number of scenarios where 'leads' are causing an issue because when they are converted into a potential they are automatically creating a new account. This affects both repeat business
Allow sales staff access to only selected customers?
Hi all, Can I set ZOHO so that my sales staff only have access to their customers? I would like to add a new user and then select the customers that they can see. Is this easy / possible to do? Luke
auto close a quote
I need a quote status to automatically close / won when I chose to make a work order in potentials. is this possible?
CRM & Outlook 2014
What is the success of integration with Outlook 2014? I see 2013 mentioned, but not 2014... Thanks
How do i move field from leads to accounts
I created field in leads but didn't check the box that would make it apply for accounts too. When I want to edit it, CRM doesn't offer me this option anymore.. Please help.
Creating Activity View Filter: "This Week's Activities"
I'd really like to create a view called "This week's activities". To do this, I'd need a filter that would capture the week, or if I couldn't have that, I could create a view called "Plus five, Minus five" which would put into view all the activities on for today, as well as appts five days back and five days forward. If this can't be done, can anyone share with me something that would help me use the coding correctly?
Account Entry page - changing info displayed
When I go into the primary page for Account entry, it displays all of the details on the page plus summarized the Notes, Contacts, Attachments, etc. Can I change the data displayed for contacts? It currently lists Name, Email, Mobile. I would like to delete Mobile and include Email Opt-Out. Thanks, Chuck
Zoho Writer
I am using Zoho writer to create a mailer merge template however the line spacing seems to be a minimum of 1.0 When I add in mail merge fields to create a delivery address the spacing means the address will not fit in the envelope window. Any ideas how to reduce the space between the lines?
Can't invite collegue, not able to change role/privileges (everyone is CEO and admin)??
Hi, I'm currently evaluating the free version of Zoho (3 users) and so far I'm not impressed. Is this the way it should be? /Morgan
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