Picklist Field in a Formula Field
I am trying to use a picklist field inside a formula field and am getting a syntax error. Is this possible? The picklist has the numbers 1-5 as pickable options. Do I need to do some type of converstion to get this number and use it in a formula? Thanks, Eric
Australian Privacy Act
Hey Zoho, It has been mentioned to me that where client data is held in cloud severs not in Australia, that there may be some issues with meeting Australian Privacy Act obligations - the big issue is the US Patriot Act and access to information for data held in the US. Can I ask; Does Zoho confirm to the Australian Privacy Principals and if not specifically, in which country is the data held (so I can determine if that countries data/privacy provisions are suitable). Thanks.
can't use my corporate email address with zohomail add on in CRM
I have zohomail add on enabled in my ZohoCRM so when I get emails sent to my corporate Exchange email address I forward them to zohomail and then I can view incoming emails on their records in ZohoCRM. The problem is I can't SEND contacts emails from ZohoCRM with my corporate email address when I have zohomail enabled, it forces me to send the mail from my Zoho email address. The only way I can send emails from my corporate email address in ZohoCRM is to disable Zohomail and then I can no longer
Mail Add-on not function as I thought
All I wanted to do is - automatic 'pulling' of all emails sent and received from my own email address (not the zoho email). Before I subscribe to the Mail Add-on, I learnt bcc'ing all out-going messages to Zoho and they'll then be tagged nicely inside Leads / Contacts. I felt great about it but that missed the in-coming message sent by clients. So I went on to pay extra trying to have both in-coming and out-going mails automatically tagged inside Leads / Contacts, without even needed to do the bcc'
PhoneBridge and Digium Asterisk Hosted Solution
Hi, I am interested in the PhoneBridge add on. We are looking at options with setting up a VoIP system but do not want all the hardware that goes with it. The idea of moving to the cloud is to reduce hardware. One option we are looking at is the Digium Hosted PBX system. We already use Zoho CRM and were wondering if the PhoneBridge add on will integrate with the Digium Hosted PBX? More information on the Digium Hosted PBX can be found at http://www1.digium.com/en/products/hosted-pbx Thanks, Paul
Zoho PhoneBridge Integration with Astersk 11
Dear Sirs, please let me know can I integrate Zoho CRM with Asterisk 11 ( using PhoneBridge or another tool)? Thanks!
Anybody here using functional PHONEBRIDGE?
Hi Guys, sind more tham one Week we are trying to call in ZCRM via the Phonebridge... doesn´t work anyway... Anyone here, who is using Phonebridge and Asterisk? Support from the Guys from Zoho is - pardon Zoho - horrible. I pay for 7 Accounts, 8 Mailextensions, 3 MobileLizences, 1 OutlookApp and a "Test"-Phonebridge - and such a terrible Support for me as a paying custumer. We NEED a Solution - but Zoho lets us alone in the rain... :( Anyone got a solution? bR from Vienna Marco
Attach an editable doc (google or zoho) to an account in Zoho CRM
How do I attach documents that I can open within Zoho CRM and edit them as needed?
How track a mass email ?
I sent 1,500 emails using the function "mass email". I need to report and confirm to my boss that I did it !! Is it possible create a report to visualize it ?
Can I use Api to fetch records from custom tab... ie a table that I added to Zoho?
Is this possible?
How to integrate Zoho CRM and Creator - Lead Form
Hi All, We have just started to build our CRM application in Zoho. We are Pharma company. I am facing issue while modifying Lead form. I want to have dynamic Drop down list for Province and City. I found that, this can be created using Zoho Creator. But do not know how to Integrate these 2 fields with Zoho CRM.
can you copy another users custom account?
My friend who is in the same business I am, and works the same type of leads as me has been using ZOHO for the past year. Is there a way to copy his setup and use it as my own with my personal account? It would be like copying his setup as a template and using it under my account. If possible, would I lose any data that I have already put in my system? I don't want his data, just his customization. Thank you for your time.
PIcklist changes not showing
I've changed the picklist values for the 'Industry' field in the 'Accounts' tab using the 'setup' screens. When I go into 'setup', I can see the picklist values I set up. However, when I set up a new account, in the 'Industry' picklist, I still get the standard values that were there by default, not the ones I entered. Why is that? What do I need to do?
How to use price books to add discounts automatically?
Hey, I am testing Zoho and I have created a product, which has a flat quantity discount. When I create a quote with a quantity that fits the discount range, the discount is NOT automatically added to the sub total. I am required to type in the discount. What are the price books for then? I want that if the quantity matches a range in the price book, Zoho automatically calculates the discounted price. How can I achieve this?
Mail merge broken on Mac
Hi There, All of my zoho docs mail merge documents appear to have broken. When I merge all I'm left with is a lot of lines of _______ none of the actual data. Any ideas? Alex
Cannot add attachment to a potential
Hi, I am creating potential and then need to upload an attachment for a potential, however system does not give me any option to create new attachment on Potential View screen. Kindly suggest the way to do this. Yashdeep
Set taxable boolean on import
Is it possible to set the product field taxable to true when importing a file?
data base upload problem
cannot import lead from excel database --keeps asking me to check if it is a correct xls etc... file which it is it's derived from large database service? any ideas?
Information missing
Dear guys, Some information in my CRM opportunities are missing. How can I recover them? Eric
Web to Lead - 2 Email Notifications?
Hi, We would like our Web to Lead notification to be sent to 2 email address. One for the account owner (salesperson), and the other to a manager's email address in case the salesperson is out of town, etc. How can we configure this? Thanks, Chris
Auto reply to web to lead
Good Morning Zoho Folks, I currently have a web to lead notification system set up and would like to figure out if its possible to set up a system where when someone fills out our form that they automatically get information about our company, this information would be most beneficial for increasing the customers chance of setting up a meeting with our company. Is this possible with ZOHO CRM? PLease let me know. Thanks David
Contract Renewal Reminder
Hi I love this CRM but I am trying to set some reminders so a customers renewal date is shown. I have made some changes and added a renewal date field in the customer information and changed the tab header to match this. But when viewed on the home page, I cant seem to get the renewal date to show, as this is ver important. Is this possible to do and I would like the next renewal to show first... Thanks
I can not send any mail out.
Dear Sir, Something had happened to my account "petchpengchai@zoho.com" I can not send any mail out of my box. This symthom had happened to me once and you had kindly solved it. Please help me again. And please tell me what should I do to prevent this problem. Best regards, petch
Mapping Fields from Contacts to Accounts
I would like to somehow map fields from contacts to accounts. For example, how ZOHO CRM automatically generates an account when imputing an account name into contacts. I would like this function to also serve other data from contacts, such as Account Website or Account Address. I have those fields in Contacts, but the information does not travel from contacts into their respective account. Example: Contact name - John Doe Account name - Company A Account address - 1 Fake Street Account website -
Day Light Savings Support
Seems, your calendar does not diiferentiate summer / winter timings
how to import "list price" to use the Sales Order module?
Hello, I am trying to use the Sales Order module but there is something unclear to me on how to link a product to different sale prices, any help would be very welcome. I started importing in the Products module my items' list (and the Unit Price=price from the manufacturer) then I tried to set up 3 different Price Books according to the profiles of customers, say Gold Silver Bronze (each of them with different list prices) but I didn't find the field "list price" when importing with the module
Want to send a general email to my contacts
RUSH' RUSH"..... I want to send a general email to my clients using their email in my contact? I have the Option: "Zoho Mail" in my account, does it work to do that? Need some help on how to do it? Thanks.
Accessing Activities CRM API
I would like to pull data from the 'Activities' tab of Zoho CRM. Is there a way to do this (similar to accessing Leads or Users data)?
contacts in multiple organizations
I deal both with unprofessional organizations and businesses. Sometimes a person is a contact for both. What is to organize the database so a person can appear in more that one organization contact list
Quotations and Potentials
Having an issue with the Potentials module, is it possible to increment the total value of the potential when you create quotations for it. It appears that you enter the total for the potential 'free hand' but then if you add quotations to that potential the value of that potential does not increment you have add by hand again!! Is there a setting to change this?
Automation of webinar event pre- and post-processing - How-to?
Hi, we are running webinars regularly to generate leads for our services. Being new to zoho we are trying to get up to speed as fast as possible. I would like to .: register attendees through a web-form .: send an immediate confirmation upon registration .: send a number of reminders (48, 24, 2 hrs) prior to the event .: assign attendees to a follow-up campaign What are the right steps to accomplish this? Is a Webinar an event? Can a visitor register as attendee to an event through a webform? Can
Mailing from outlook (via ZOHO customer email hyperlink) and getting the correspondence to post to the emails in customer's account
How do I save my outlook emails directly to the customer's account, or potentials, etc. We have the outlook plug in, but nowhere can we find how to do this. Please advise.
Parent Companies and Subsidiaries
I have an account that is the parent of a number of subsidaries. I want to be able to enter all the subs in the parent company record. Can this be done and how?' If there are overlapping contacts between the parent and the subsidiaries, what is the best way to enter this information, I believe I read that one contact cannot have multiple accounts associated with it. Thanks
Not able to schedule new task
We have one user that is experiencing problem scheduling a new task. She clicks on new task, the window opens, and when she clicks on the calendar window to open for the future date she tries to select a date and the system kicks her out of scheduling the new task. This is not happening with any other user. Administrator has made no changes to permissions that we can discern.
Best way to import email?
What is the best way to import email (gmail) using the free version and not upgrading to Google email sync? My first thought is to simply import as notes using the Migration Wizard. It appears that Migration Wizard omits email on the option pick list. Thank You, Sean
Mail merge for microsoft office on MAC
I got a pop up when I tried the mail merge function on a few of my leads, saying that I need to download a mail merge plugin for microsoft office. I clicked on the download from here link and it took me to a site that shows a windows version of the download. I am on a mac (OS 10.6) and use office for mac 2011. Is there a plug in for me?
BUG: Time formula changes when users in different time edit the field.
For my quote name, I use the following equation. It automatically assigs a quote # that depends on the date and time that the quote was created. It works great! The only problem is that, let's say if a user in CST (GMT -6) created a quote on February 2nd, 2013 at 4:00 PM, then the quote name will be something like QXX-30202-1600. If a user in PST (GMT -8) opens the quote and then saves it, the quote name will change to QXX-30202-1400. If the CST user opens and saves it again then it will change back
Attachments & Notes
How can I limit permissions on viewing certain attachments & notes. The check box is greyed out. There will be times when we need to attach a financial document to a client and don't want everyone to have access to see it. Thanks, Gina
Would it not be a better idea to link Outlook emails to opportunities rather than contacts?
Linking emails to contacts makes it harder to follow an email trail if there are several contacts for each opportunity who in turn are contacts for multiple opportunities. Is there a work around?
Attachments & Notes
How can we change the permission levels on greyed out options like attachments & notes? There are times when some uploaded documents do not need to be seen by everyone. Thanks, Gina
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