Way to Change Product Details in Invoice and Purchase Orders
I was wondering if it was possible to add and delete things from the invoices and purchase order's product details. I want to be able to add a column for categories, weight, value, etc. I searched in the forum and found that this was a suggested feature but I haven't heard if it is possible to customize the product details. Thank you!
Adding column to Product Details on Quote
Hello Zoho Support! In order to recognize same product from different vendors I am trying to add a column to the product details (Vendor Name). Any help on how could I achieve doing this on Zoho (Or filter the products based on the Account that would be awesome) would be highly highly highly appreciated As always thanks in advance for your hekp + kind regards, Jaime
Product Details under Quote module
The Product "section" under Quote details seems hard-coded - is there any way to change the fields that get brought in *from* the Products *to* the Quotes. We made a new field to "replace" the Description field (in Products) - it is now a text area field called Product Description, and that's the field we'd like to show. Thanks... Richard Brust http://www.rbrdatasolutions.com
Adding fields to the "Product Details"
https://help.zoho.com/portal/en/community/topic/quote-quote-details-product-details-customization Solomon, Is it really possible that such a "relatively" critical item has not yet been addressed by the Zoho technical development team? In my case, I won't refer to this omission as a deal breaker, but I can sure see how this would make the life of our salespeople much easier, as well as, my own. I would really like to get into the Product Details section of the "add new Quote" page (which hopefully
Calculated field in CRM updates inconsistently
Hi, I set up a calculated field in the CRM to essentially take a datetime field and simplify it down to a string with format of YY/MM. The formula works fine during routine interactions, but I've noticed that field updates inconsistently when doing create/updates of records via the API. Is there something else I need to do to make sure it triggers consistently? Thanks, Charlene
Search limit and tips and tricks
So I have a lot of subscriptions that I use Zoho and Authorize.net to keep track of. This involves looking up a contact whenever Authorize.net charges them. Today, I found out the hard way that Zoho only allows me to lookup 250 records per day (even though I can update upwards of thousands?). So how do I go about being able to get full usage of my update limit, if I can't find out who needs to be updated using a lookup? Theoretically I can only update 250 unique contacts per day if I do happen to
send an alert to manager if task not completed
how to send an alert to the manger if the task is not completed within 24 hours as well as set up an alert to manager if a defined field is not updated within 72 hours
Lead import errors
Trying to load a list of leads into CRM via .xls or .csv. The first load create error "List cannot contain more than 200 lines", so I broke the list in half. The first list (now 199 lines) loaded correctly. The second load creates error "List cannot contain more than 22 lines". I could use some help understanding the random number of maximum lines a load can accept please. Thanks in advancE
using InsertRecords with ACCOUNTID for contacts works on new contact insert, fails on contact update
Hi, I'm using the latest version of InsertRecords as follows: URL: https://crm.zoho.com/crm/private/xml/Accounts/insertRecords Post data: 'authtoken'=>'REDACTED', 'scope'=>'crmapi', 'newFormat'=>1, 'version'=>4, 'duplicateCheck'=>2 'xmlData'=> '<?xml version="1.0"?> <Contacts> <row no="1"> <![CDATA[]]> <FL val="First Name"> <![CDATA[D]]> </FL> <FL val="Last Name"> <![CDATA[L]]> </FL> <FL val="Email"> <![CDATA[dl@email.com]]> </FL> <FL val="Title"> <![CDATA[MyTitle]]> </FL> <FL val="Phone"> <![CDATA[(999)
Exporting Data from ZohoCRM to a Webservice via an XML
Hi All, I have been working on this for a while now and I need some advise. I have a 3rd party application which can retrieve information directly from a webservice in the form of XML and import directly into that application. I need to know, how do I export that data from Zoho in a specific XML format and have it sent directly to a webservice. Any help or advice will be appreciated.
Help with subscriptions
I am trialling zoho CRM, today I paid for a standard subscription but I actually wanted to trial the professional version for 15 days. Can someone assist please? Nathan
I want to setup for B2C - but might sell to B2B sometimes too
I want t set up ZOHO for B2C, but sometimes my product is bought from businesses. I got these instructions in my email: If you are into B2C,i.e business to consumers, then, you can remove accounts module by getting into setup->customization-> modules->manage module->select accounts->move it to list of unselected lists->save. I just wanted to ask if there are other things to setup other than just that.
Putting Tasks against Events
I want to see at series of tasks for each event which have due dates and specific users attached. Which version/subscription does this?
zoho crm android app not integrating with main crm
None of the info that I write in my zoho crm app from my galaxy note 3 are showing up on anything (not my laptop, not my desktop, not my company's reports) except for my mobile app. What is going on? I can see all my work that I have done from my app on my app but no one including me can see it anywhere else... And yes.. I have refreshed the app as well as deleted it and reinstalled it
Change ipad settings from "read only"
I use zoho crm all daiy on my MacBook; however, when using my ipad while out of the office I'm only allowed to "read," not edit anything. This is functionality that I need, so how may I change this setting (I don't see any way)? BTW, I'm using a paid subscription.
Help!
Why am I getting a Sorry,you have reached the maximum limit in your current edition << < March 2014 > >> S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 (or) Loading... Please Wait... Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs Loading... Lewiston Apartments Danny Beck Chevrolet Master Danny Beck TrinityRail (OCS) Red Stone Construction
Issue with Chart in pipeline report
Hi All, New to Zoho, trialling it to put in to my new place of work, after using MS CRM at 3 previous organisations. Am having some issues using the funnel chart with pipeline report, the funnel only shows 1 stage... Can anyone help? Nathan
format for migration of phone number data
I'm wondering what format is best to use when migrating phone numbers? We are getting ready to migrate data and see that our phone field is not uniform - Knowing which will work best would be helpful.
Google Apps Calendar 2-Way Sync Problem
Hello, I am able to create events in Zoho CRM and they appear in my Google Apps Calendar, however, events created in Google Apps calendar are not appearing in Zoho CRM despite the "2-Way Sync" option selected under my Google Apps settings in Zoho CRM. Can you help?
Quotes- Changing the order of line items
The products listed on our quotes need to be in a specific order, but often we skip/miss a product and don't realize it until we are finished with the quote. Currently we have to either delete the items and re-enter them in correct order, or just leave the item at the bottom of the list and hope the customer can figure it out. Is there a better way to change the order of the items? A click and drag feature?
Have two CRM accounts, one for each of our two users - want to delete one. Is this safe to do?
My business has several users of which I am one. I set up a CRM connected to my email but I never used it. My marketing manager (one of my Zoho users) set up a CRM connected to her email and this is the one which is being used. My question is, is it safe for me to delete my CRM without affecting the other so that I can be added as a user on the other? The last thing I want to do is to delete the one which we are actively using. I'm not sure if this is clear but I wait with anticipation for some direction.
Opportunity Products in Quotes...
I am quite new to the ZoHo CRM but I am trying to create a quote from within a potential/opportunity and I assumed that products would automatically come over from the opportunity once it was created, is this behavior possible? Our goal is to have the potential be the master and have quotes created once the opportunity has been updated. Thanks, Wes
Syncing Outlook contacts on new computer
I've recently switched computers, using Outlook 2013 with the add-in. Works great. Here's my problem: my contacts are no longer synced. How do I resync them in Zoho without creating duplicates?
Leads Details and Setup areas Greyed Out
When I am in the Leads module and I click a record the Leads Detail page is greyed out (still fully clickable and editable) *Screenshot 1 When I enter the setup screen it is the same thing *Screenshot #2 Mac OSX 10.9 Safari 7.0.1 Zoho Role is Administrator Screenshot 1 - http://prntscr.com/2p0me4 Screenshot 2 - http://prntscr.com/2p0lmu Questions - Why? How do I fix this? How do I prevent future occurrence? Thanks, Erick
Summary of completed activities on Company record
Hi Forum At the moment i'm using Sugar crm, whereby when i'm in the account view, I can get a full summary of all the completed activities, I couldnt see something similar here in Zoho, is this possible....without creating a report each time I go into the account record?
When in my Potentials - I cannot change the "stage" field
I am using Safari and always have for the last 9 months. This was not a problem until recently. So I create a potential and make it stage "qualification" - but them if it goes to "proposal" or "closed" I am now unable to change the stage status. There is no "edit" button that floats up when I put my cursor in the Stage field like there used to be. Can you help? Otherwise - I have no way to update my pipeline and make accurate forecasting. Thanks, Julie Mueller julie.mueller@qsample.com
Problem with sorting Pick list which contains number and characters
Hi All, I use Zoho to manage my real estate business. Under leads, I have created a custom pick list for Lead Status. The various statuses read: 0 - ready to convert 1 - Frequent Communication 2 - Interview stage 3 - recent introduction 4 - regular emails Etc etc. When I try to sort this list, it doesn't sort. There doesn't seem to be a way to "Uncheck" the sort list alphabetically. Any help here would be much appreciated.
related notes at all levels
Make a related notes button at the opportunities and contact level. So show all related notes from all related accounts, contacts and opportunities
Why aren't line breaks/carriage returns showing in an email template?
I've created a couple of email templates and during creation and in the preview the line breaks/spaces show up fine where I've pressed return/enter to create new paragraph. However, when the email is sent all the spaces are missing. You can tell where I've hit return but it doesn't show space between lines. Any thoughts?
I need to close my account!
I have not been using Zoho for months. I have been trying to close my account and Zoho keeps billing me for mobile edition. I am really getting frustrated because I have tried many time to close my account. It is a business account and I am the Administrator. I log in and go to "manage subscription". I went to "downgrade" and all apps/add ons are selected as "0". When I hit the downgrade button it says "Specified users in the current subscription will be removed immediately though the expiry
caan i flip the notes section in leads?
is it possible set up the notes in my leads section so that newer notes appear at the bottom instead of the top? i want to see newest notes under previous ones instead of on top. Thanks
Can I change primary address...
I want all emails to go out from my PC, but using my partners email address - but my email address is the default and I can't change it. Do I have to buy her a subscription as a Mail Add-on..? How do I delete mine and change it to hers...? Thx.
Chart now showing all stages
Hello, I have just starting using the free version of Zoho today to see if it is the right platform to introduce (have use MS CRM in 3 organisations previously) and loving how easy Zoho is to use so far! I have been trying to set up a pipeline report, using the funnel chart by stage, Identified, Pursuit, Submitted, but it only seems to pick up one stage, Submitted. There are values in all the others etc. Can anyone assist please? Nathan
4600Unable to process your request. Can't figure out how to send my create Potential request
4600Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Is the error I am getting, I used to $_POST to get my variables, I am certain I am not doing my xmlData variable like I should but I am not certain at all how to set it up. Any help would be greatly appreciated on where I am going wrong. EDIT: when I echo xmlData it shows up as blank.. so obviously I am writing it wrong, but I do not see where the error is.... Thank you. $ch =
How to associate ACCOUNTS and CONTACTS via API
I am trying to synchronize Zoho with my local DB for a web app I have developed. In my web app my Accounts and Contacts are associated using a Unique ID Numbers which is stored in the background. So like this Accounts.Account ID == Contacts.Account ID means this contact is a member of this account Zoho however from my understanding links using the Account Name field. So like this Accounts.Account Name == Contacts.Account Name This is problematic because the Unique ID is best an unchanging number
Migrating ACT to Zoho Attachments
Emails in ACT are attachments. They have file name: tmp9C6.msg as an example. Is there a way to import them into Zoho CRM as an attachment to the contact. When attached will Outlook open them?
Territories with Quotes and Access
We have accounts in many states, tracked by a field called "billing state". How can we define that a specific user only have access to records in specific billing states? For example, user named Fred, can access accounts and contacts in the state of NY & NJ. I can get accounts working through territory rules, but how do i add contacts to that? The contacts are all associated with the accounts. For example, the contact does not have a billing state, but is associated with the City of ABC, which
Can I create few projects in Zoho CRM?
Hi. My company work on few different fronts and I want to separate customers. Can I create different projects with isolated customer bases? Thank you.
How Do I change an Account back into a Lead?
I changed the wrong Lead into an account now i want to place it back as a lead
Create New Fields
I cannot figure out how to create a new field for the CRM portion of Zoho. Can someone help me out? I went to Customization, but it only let me edit fields, not create new ones.
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