How to stop appended bullets in CRM e-mail templates??
The following <li>'s are being added to the bottom of my CRM e-mail templates: Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com There are three problems. The first is that I can not remove these bullets from e-mail
Add user who is deactiavted
I have a user who is set up under another Zoho account (call it Company A). His email address/user has been deactivated. But, under the new Zoho account (call it Company B) will not allow me to add him as it says that his email address is already in use. What is needed to make this happen?
Web to lead notification details not arriving - NetDev
Hi there, We no longer receive our lead details when a web lead notification form i completed. All we receive is the Zoho logo and a note to say a new lead was generated. Our contact us form on our website is also no longer sending out emails. Could you please shed some light on this? :) Laurence
Leads run vs. Closed Sales
I am trying to figure out how to setup Zoho to run a report to track our sales. The sales report I would like would have the amount of Leads run and of those Leads how many were SOLD? I have the Lead information in the LEAD tab and the SOLD information in the POTENTIAL tab under 'stage". Any help would be appreciated!
poor customer service
Hi, i have just started an enterprise account with supposed 24/7 support, yet i have emailed three time in the last three days and used the so called 'live chat' which has i have not actually seen live and left three messages about the same issue - i have had no reply on any of the media - not exactly what i wouod call customer service. i know this probably isnt the right place to contact, but ive tried all other options with no success!!!
ZOHO Webform Data not showing on Mac Mail and iPhone?
Since Saturday March 23rd my contact and lead forms data won't display on my iPhone or through my Mac Mail Client. If I log into my gmail through a web browser the email reveals the lead form data as before. Anyone else experiencing this issue? Regards, CW
Potential Dropdown Menu
Hello fellow CRM masters, I was wondering if it's possible to create a potential dropdown menu where an agent can click on it and choose from several types of potentials: Food & Beverage Potential - Hotels & Accommodation Potential - Activity Potential - Beauty Spa Treatment Potential, etc... Your swift reply is highly appreciated! Alex
Emails to leads
I am using the Outlook add-on for ZOHO. Whenever I email a lead and click Add Email it adds that lead as a contact. I then have to go delete the contact and click the add email button again and then it puts them in the CRM as a lead. Any thoughts?
Export industry type list
Is there a way to export an industry type list to .CSV, so that it can be re-imported as the industry type list for another module? Thanks.
Use related module fields in Inventory Templates
I'm building an inventory template for invoice and would like to pull in the related contact's phone and email address. Can I do this? What is the syntax for referring to this related data?
Problem with sync gmil with zoho crm
Hello I m a new user of Professional zoho crm(trial).I want to sync gmail with zoho crm.I have thiw problem: In setup>addons-- not see google apps(only zoho and other apps). What i must do?
Suggestions
I would suggest the ability to preview an email with merge fields before sending. To make sure everything merged correctly. I would also suggest the ability to highlight in the text fields
I can't believe that the information from Potentials or Account won't port over to the Quote
Official day one on Zoho. I'm all excited to start the demonstrations for my sales team to show them how "effortless" the transition will be from Salesforce. Slight hiccup... I go to do a demonstration of creating a Quote and find that the information does not port over from the Potential or Account. In order for me to create a Quote, I have to duplicate all efforts that I already did entering the Potential. So I started "chatting" online with a very nice fellow in India and he confirms that this
How to add cost to a product?
Hi there...in the CRM products, let's say I sell something that costs $100, but my actual cost of that is $85 (15% margin). How can Zoho handle that? What I am seeking is to have a salesperson add in the cost to the customer so that it shows $100 in invoices, etc, but internally, I know that I made $15 in gross margin off of the transaction. Thanks!
Quoting Woes
I am having serious problems with product handling and quoting in Zoho. I have 60,000 individual products that I need to be able to quote. However, I was told by tech support that the only way to do this is to import the products, then create a price book where I will have to insert 60,000 list prices manually. This is ridiculous!!!!!! I do not want or need to use a price book. Even if I did, why can I not import my list price and not manually type in my products by hand. I cannot afford to
Does anybody know why there are duplicate receipts in CRM?
I exported a list of receipts from Zoho Invoice. It showed that there are some duplicate receipts. I went in Zoho CRM and checked, but only saw one receipt. Does anybody know why this is happening?
How to Correctly Add Contact and Lead Form to Website
I am having a website put together by a company. In Zoho CRM I have successfully created a contact and lead form. I have given the web design company the iframe information string of data they need to embed the forms into the website in the appropriate places. Here is what has got me confused and what I think I need help with: It says landing page URL and I have put the URL of my website in this box: https:/mywebsite.com It says also asks to put in landing page URL and I have put the same website
"Formula custom fields not allowed in expression"
I just starting creating reports that I had setup in Sales Force within Zoho. The reports use custom fields which I have created in Zoho and I am using the FORMULA customer field creator. However, none of my formulas are working and I am getting the following error when checking for any SYNTAX errors: "formula custom fields not allowed in expression" I am not familiar with this error and Zoho doesn't provide any specifics to the error. Even the most basic formulas are not working properly. For
Products disappearing from sales orders
We have our web store integrated with Zoho CRM via the API so that when a customer places an order it automatically gets inserted into Zoho as a Sales Order. It's been working fine for many months. The sales order is added to a temporary account and when we process it we create a new account for the customer and move the sales order to that account. Yesterday we began having a problem where when we move the sales order to the new account all of the products in the sales order except for the first
Is there a way to retrieve a deleted lead in Zoho?
I have accidentally deleted a lead in Zoho. Is there a way to retrieve the lead once it has been deleted?
Authentication Failure. Change the user credentials in the Mail settings and re-enable auto fetch
This is the message that appears above my email tab. I haven't been receiving emails since 3/14/14. Has anyone seen this before? Phyllis
Zoho CRM: How do I create a custom field with a pick list?
We are trying to create a new custom field in Leads that identifies the product the lead is interested in but nothing in the Custom Setup allows you to do this. Does the paid version support this capability?
professional version
hello I activated the professional version unintentionally. is possible to return to the previous version? thanks
Repeating value fields
Dear Zoho Team, I'm in the process of customising our Template for Quote/Sale Orders and Invoice and encounter the following problem I use your Merge field value tool to create our own template. However, so far I have not figured out how to make a extendable table, in which the corresponding values are repeated. For example, with your Template, if the number of product is more than one, the fields are repeated and appear as in the picture below whereas in mine, only the first product appears. I know
Does anyone know how to change the "whom to deal" inside the potentials tab?
The thing that i want to cheange is in the red square
Calibri on Mailmerge Templates
Hello. We are trying to create a MailMerge template that we can use for our potential clients. We currently have a template that we do use that wasn't in Zoho previously and we'd like to keep that consistency throughout to give a professional image of ourselves. However, is there a solution so that we can still use Calibri as the font? I can't seen to find anything. Kind Regards Andrew
Contacts in Mobile
How can I make my Phone's Caller ID use the Contacts CRM information? With the app it's not working. Can I use Zoho Mail? If so, what would be the best approach? Thanks! Gery
Formatting Zoho Web Forms
Hi, I'm now to Zoho, but have been involved with web development for a while. Using the web form creator I can produce a very nicely laid out form with the pretty little question marks for the field help that look great in the previews, however when the form gets pulled out of Zoho the question marks get lost and the help text either sits as a mess to the right of the fields or doesn't appear at all. It doesn't seem to matter whether we are using the embedded code, the source or the iFrame code.
Time Zone Auto Assignment - external call?
Hi, We get leads from all over the world. Even within North America it is an issue if we call someone too early, for example. Is there a way to call out through workflow scripts to automatically update a timezone field in Leads based on the City and Country of the Lead?
import activity
Hi Cannot import in activity module a CSV file. I've double checked if all mandatory fieldd are filled and the answer is yes! Tx for your help Herve
impact on stock numbers when a PO and SO are cancelled
I had a customer cancel an order that I'd had to create a PO to fill. create PO increases Qty Ordered create SO increases Qty in demand cancel PO has no impact on Qty Ordered - should decrease this number cancel SO has no impact until it is converted then both Qty in Stock and Qty in Demand are decreased - should only decrease Qty in Demand Am I following the correct steps to cancel both the PO and the SO? Thank you
Related List of a Standard Object
Hi, How can I add a related List of contacts to a potential ? Thank you
Accidentally downgraded Edition - please help
We accidentally downgraded from Professional to Standard (thinking that we were downgrading from Entreprise to Professional), and lost absolutely all info on products, Sales orders, custom reports - which are vital to our business. Is it possible to upgrade and see all the information back ?
Group Tasks by Opportunity / Potential - Create View
Hi, It would be very useful if you could create a view that grouped Tasks/Activities by Opportunity. Please let me know if this is possible. Thanks, -chad
add a component on dashboard error
Hi, I'm trying to add a component on my dashboard for open opportunities. When I select the open opportunities option from the drop down, I get the following error. You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Yet, it does not give me any options to select a grouping. Any help would be appreciated.
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
We do not want a sub profile to have access to Set Up.
We do not want any profile to have access to Set Up, so that the user with that profile is not able to change the settings, like: - Not able to change the logo / theme / organisational details, etc. HOW TO DO THAT....?
Documents synchronisation
Zoho CRM and Zoho Projects have documents. Are they synchronise between each other? If not, how I can organize backup? Should I download both separetly? Thanks in advance.
email alert problem
When i opened my email this morning.. all that appears in my zoho email alerts is the zoho Icon. no note with contact name phone and link to it.
How to restrict login by Ip address for users of Our organization from
How to restrict login by Ip address for users of Our organization from administrator account? Is it possible? Or it's only possible to restrict by user itself one by one?
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