Customizing inventory templates- help to insert fields
-Im trying to customize our sales orders but cant get the code to work- - ive made a new custom field with autonumber to replace the SO number in the Sales Orders, but cant get this to display with the code: Ordrenummer: ${SalesOrders.Ordrenummer} (.name of custom field) -Also id like to have the subject line of the sales order stated on the order, but i cant get this done either (this is placed in the header directly below the Sales Order title): Subject: ${SalesOrders.Subject} What am i doing
Autonumber Duplicates
We have been inputting Potentials. One of our fields is a 5 digit autonumber field with a C for a suffix. 4 entries in question repeat autonumbers... CAROLS C10689 Bridget O'Reilly 11/11/2013 04:53 PM CAROLS C10690 Bridget O'Reilly 11/11/2013 04:54 PM Christmas Carols C10689 Abby Skeen 12/11/2013 09:50 AM Christmas Carols C10690 Abby Skeen 12/11/2013 09:51 AM The names refer to the Potential Owner and the time on the right hand side is referring to time of creation, which my original thinking is
Pipeline by Stage and Closing Date (Month)
I am trying to modify the Pipeline by Stage report/chart to obtain a chart freely available in SalesForce/ SugarCrm that is called Outcome by Month. It works, however, when I group by the closing date it is really grouped by the specific closing date. How can group it by month? Another words, I am trying to have one bar for any given month. tks
Reports: Group by month for Potential Pipeline Report
Is it possible to group the Potentials by Month (as opposed to day)? I'm trying to generate a stacked chart of Potentials by Stage by Month (see attached) The closing date (x axis) should be grouped by Month. Any ideas? e thanks, mitch
Importing contacts problem ***Reason: Due to empty values for any of the mandatory fields)***
Hello I am receiving the mapping error code below. I created new fields and all the mandatory fields are pulling data from the import. I don't know why it won't import. Data Imported Successfully. No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 28 (Reason: Due to empty values for any of the mandatory fields)
Salutation
Is there a way to add additional salutations in the drop down. We contact churches and we would like to add salutations of Pastor or Rev. etc.
Schedule Mass Email
Hi I've just upgraded to Standard paid version so that I could do some limited email marketing. I have 1500 leads that I want to send emails to. I assumed that I could set up a 'schedule mass email' which would email 250 contacts each day until all 1500 had been sent an email. I've just checked another post and this doesnt seem to be possible. In fact there does not seem to be any way of emailing the 1500 except for choosing blocks of 250 leads manually then emailing each block?!
Workflow on Tasks, use of related Contact
Hi, I'm trying to create a workflow related to the modification of a task: When the task status is changed to "Done", I would like the related contact person (logged in Contact module) to be sent an email. when I set up the alert by email, the only fields available from Contact is "Contact creator" and "Contact owner", but not the contact himself. Could it be possible to clarify how can I work that out? Thanks
Can I get rid line "sent via zohocrm.com"
Hi guys, Here is my question. 1) When I send mass email via ZohoCRM my recipient can see this the line "sent via zohocrm.com" http://screencast.com/t/W9U7h0pRB 2) When I send ordinary email from "Send Mail" in Lead or Contact section I do not see "sent via zohocrm.com" http://screencast.com/t/jDfetf3HMmh So my questions is the following: Is there a way to get rid of "sent via zohocrm" when I execute mass email campaign? Thanks, Olga
how do i add more that 1 case at a time? - outlook plug in
hi, I have thousands of e-mails to get into zoho. i'm clicking on each one and adding a case, surely theres a quicker way... thank you
ZOHO add-in disabled itself in outlook 2010 and 2013
We are migrating our CRM in our office to ZOHO we have people who are running office 365 with either 2010 and 2013 versions of outlook. Some of them are working fine with no problem, while others are having lots of issues. The main issue we are running into is after ZOHO has been installed it automatically disables it and will not allow you to re enable it. I found a link to this http://crmkbase.zoho.com/why-is-the-zoho-crm-plug-in-for-ms-outlook-not-available-after-installation and tried it but
Authentication Failure. Change the user credentials in the Mail settings and re-enable auto fetch.
Authentication Failure. Change the user credentials in the Mail settings and re-enable auto fetch.
Export Data feature doesn't export "Notes" which is located under every Lead or Contact & used while follow up.
Hi, When I make follow up calls, I usually add all important parts of the conversation into " Notes for this Lead" section which also shows exact time and date of the same and located under every lead/contact. Now the problem is when I try to use the feature "Export Data" located in Data Administration, it does not include those Notes.. which is the main heart of any particular lead/contact.. & hence it totally nullifies my actual purpose to export data ie export those notes. What shall I do? Is
Filter for Companies and then see related contacts
This would be a great feature for you all to add in...this is in the last CRM we tested...fyi we chose not to use that companies software due to lack of many functions zoho already has available, but this was one feature we liked during testing. Company-Contact searches People do business with people. While your team may track companies, it’s the contact relationships you need to nurture. Search for companies, then find all the contacts related to them with one-click. Ideal for mailing lists. No
Option add contact person from e-mail doesn't work
When I open an e-mail, there is a menu-item add to -> contact persons. When I use it, I get the message 'succesfully added contact person. But in the list of contact persons the new contact does not appear. When I search for the new contact I get the message 'no record found'. But when I add the contact for the second time, the message is: çontact already exists'. (I use no filter for contacts, just 'all contacts'). I am a paying customer, can the helpdesk also look into this? Thank you.
Latest Outlook Plugin Version, Not Useful - Like the old way better with the Zoho Sent Button
The latest version with the Zoho's Outlook Plugin requires when composing a new email that the contact and email address has to exist in your Outlook Contact record in order for the automatic email attachment to work to update your Zoho Contact or Lead record. I think this is a bad idea. I like the old way when you can use a Zoho Sent Button when composing a new email in Outlook. Zoho is assuming that companies are using their business contact records from within the Outlook contact records.
Google Calendar only partially syncing
I've submitted tickets on this and no one has gotten back to me to resolve this issue. Google calendar is only partially syncing with Zoho. Older entries have come in, but nothing from November has synced and only a couple entries from December have synced. It has been over week now since I first asked for help on this issue and I have yet to hear back with a solution. I'm about ready to ditch Zoho at this point and switch to SalesForce if this cannot be resolved.
Emails for Leads after conversion
Hello, I just have a question about what happens to the emails attached to a lead once it is converted. I don't see the emails either on the contact or on the potentials field. Is there a way that leads converted into contacts & Potentials have their emails carried over into the contacts and potentials record? Many thanks, Alastair
CRM for home inspector
I'm a home inspector and interested in setting up zoho crm to help me track client referrals etc. This business operates mostly by referrals from real estate agents. The agent would appear to be the client and a successful "sale" is the agent referring a buyer to me. Of course then I have the follow up with the paying client. What's the best way to use Zoho crm for this? I'm a beginner so please take it easy on me! Edit: I should add that I normally get multiple referrals from each agent.
Record ID / Unique ID usage
Hi all, When saving contacts from the contact list a unique ID shows up. However after having made some changes on different fields, somehow the information is not overwrited, even after mapping all the fields on the import wizard. I am having the following problem: When selecting the matching of RECORD/CONTACT IDs the contact with similar IDs are not updated. They are ignored with the referred reason - note that are no empty values... Thanks in advance
working off line
How do I work offline with zoho?
Multiply and Divide Formula
Hi! I am trying to multiply two custom formula fields so that the answer appears in the third custom field. I also need to divide one of the first custom fields by 100 to reflect decimals. Could you please help me write it out. Here is what I have so far, but it's not working. Abs(${Potentials.Total Contract Value}$*({Potentials.Field Contributions (%)}/100*)) Custom field A: Potentials.Total Contract Value. Custom field B: Potentials.Field Contributions (%) Answer field: Total Contract Field Contributions
How do I create chart in reports- tab not showing
Trying to create a chart of my report created in reports- I do not have creator . also what is the best print options for reports - size wise?
Can I import (ie. merge) notes to existing contacts?
I have several hundred contacts in Zoho that I have notes for in an Excel sheet. How can I import (ie. merge) these notes into Zoho? The only options I see are Skip, Overwrite, and Clone.
Updating contacts via CSV roundtrip and matching with Contact Id
Hi Guys, I've been trying to tidy up our contacts in Zoho. I hoped that if I exported contacts to CSV with the Contact Id, I'd be able to edit those contacts in Excel and re-import them using the Contact Id to match the right Zoho contacts when I re-import. It seems that Zoho actually matches to the Last Name during the CSV import (this is the only mandated import field) and not even to the email address (which is ambiguous for duplicate contacts with the same email address). This seem illogical.
Cannot add extra user to Zoho
Hi We work with google apps and zoho crm. I have an account and i want to add another user to the CRM. I have tried many different ways, but Zoho keeps saying that there is no account from our company. I have paid for two user accounts. In short: - I have a working Zoho CRM account. - I am a admin in google apps (for our company). - I want to invite another google apps user from my company in Zoho. - I first tried creating the user from zoho. I invited him via users, add new user. - But this was
Why does exporting XLS or CSV insert hyphens into fields with empty values?
Hello, Novice question. When I export from Zoho CRM either XLS or CSV --> If I have a field for a second street address or a field for a department intentionally left blank or empty, Zoho CRM export process auto-inserts a hyphen character into the export file. I suppose I could then find and delete all of these values after the export, but am I missing a simpler solution? What am I doing wrong? This export is for mailing address labels. The Zoho export file should export and then be immediately ready
Update Leads Activity from a spreadsheet
I have approximately 900 leads, and I have sent a postcard to approximately 600 of them. I have those 600 in a spreadsheet. Is there a way for me to import this activity in Zoho CRM to update these leads to show postcard sent? Thanks for any assistance with this!
custom lookup insertion via api
hi, i am trying to insert custom filed( look up) via name and it gives error 4401Unable to populate data, please check if mandatory value is entered correctly. here is my code <FL val="Co-emprunteur 1">test user</FL> is there a way to insert it using id? am i missing some thing here? FYI: the name i am passing to this tag already exists in contacts.
Export to zoho doc
When I export values to Zoho docs (sheet) , they will be starting the numerical values me '. I don’t not know how to get rid of these. find and replace does not work in Google docs. If you exports them to excel are not visible and I can not do calculations. How do i do?
Role of CRM
Hi every one,I am new to sales force technology.Can any one tell me about the role of CRM in sales force technology. Sales force Training in Chennai
Zoho Tasks Reminders....how is this done?
Hello, I currently use salesforce, but I and my colleauges want to make the change to Zoho this week. However, one of the most important functions to me is daily task-reminders, and I cannot figure out how it is that Zoho sends those reminders to the end user. I put in a "trial" lead yesterday, and scheduled a task for today, but when I signed in this morning there was no reminder to speak of. There is a tick-box for an email reminder, but that is not what I am looking for. Is there a way of simply
Goodbye 2013, Hello 2014!
It’s time again to say goodbye to yet another wonderful year, and eagerly wait for the next! It’s also time to walk down the memory lane and recall the things we accomplished in 2013 and our resolutions for 2014. Created Space in Enterprise Market We started the year with the release of Document Library , and then moved on to give you some new and interesting features in our mobile app - Mail Magnet for Mobile, Business Card Scanner App and the Leads App. Here’s what our customers have to say about
Consolidated History
Is there an option, or can we have one, for a "Consolidated History" under each contact and potentially under each Account? I am sure there are plenty of reasons why someone might want to see their emails, completed tasks, notes, completed events, etc. sorted out under individual headings, but for our use this just makes the history of what has gone on in the account hard to follow. I do like the ability to just look at the tasks or the emails, but what about an option to consolidate all closed
Sending Case details to Contacts
I have created an email template pulling fields from a case. The template is set up as a case. I want to send this to a contact. Can I set up a lookup field on the case to pull in the contacts name and then be able to access the template (listed under cases and not contacts) and send it to the contact??
Custom modules
Hi, we have combined crm with creator but now realise that custom modules might be enough. This would save us money. We would need to copy across the data. Any ideas how to do this. Plus feature differential?
New layout is unworkable - please put it back
Dear developers from Zoho, There must have been a mistake with updating Zoho with the new layout, normally updates are done to improve the user experience of an application. Now you guys decided to make update for the worse; please tell me why you guys think it will be an improvement to have us now scroll our asses off, even on the homepage we have to scroll now? So besides the 'adding of space for NO reason or functionality" you guys also decided to make everything harder to read? So please make
Any query leads to "error code 4422: There is no data to show" answer...
Hello, I have been writing some PHP code to get access to some data stored in our Zoho CRM following the Developer API Help pages but I keep getting the error code 4422: There is no data to show, no matter which query I send. Even a really simple one given in the examples fails: https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?newFormat=1&authtoken=MyAuthTokenGeneratedFollowingInstructions&scope=crmapi No doubt I must be doing something wrong, but what??? To be sure the problem does not come
Zoho CRM PlugIn Refuses to Work in Outlook 2007
I have spent 10 hours to-day uninstalling, reinstalling, reading everything I can find on every forum on Google to try and make the Zoho CRM Outlook work in Outlook 2007. And nothing works. I do note when I have micros security set at "warning for all micros" that when I re-install "C\PROGRA~1\ZOHO\zohocrm|REDEMP~1.dll" keeps coming up when it asks me to enable macros even though I have uninstalled and trashed everyhting I can find. I can't find this item in all searches on the computer. Any thoughts?
Zohoh CRM Outlook Plugin for 2007 Wont Work
I have spent 10 hours today trying to make the Zoho CRM Outlook plugin work. I have uninstalled many times. learnt about Load behaviors: Load at Start-Up. Read all the complaints from people who have had no response from Zoho like myself. However,. I am hoping I can get this fixed as I am paying premium price and I need this to work after having spent several weeks in the later part of the year deciding to go with Zoho and then setting it up. Please can some-one come on-line to an on-line meeting
Next Page