Instant calculations in quotes & invoice templates
Just wondering why it is not already possible to do this (or is it?) and will it be an option in future? I would like to be able to set my quoting & invoicing templates to always calculate instantly according to what my pre-defined prices for products are. The same with the tax calculation. Currently i select my products & service from the pop up window that displays all pre-created items and insert them one by one into the quote. I then have to enter the list price instead of it appearing and
Need programer to duplicate Web-to-Lead form content into .pdf upon submit.
I need a programmer to allow my web-to-lead form to perform two actions upon submit; 1.) populate a CRM lead record with the new leads information (which it is doing right now without a problem) 2.) email a .pdf file that is attractively laid out with the exact same information to my email address. The bottom line is that I need both actions to happen at the same time...a separate .pdf file to submit to clients and the CRM lead record to coordinate my teams response. Please respond with project
Report with dashes
I'm running the Campaign Leads report and see a how bunch of records where all the columns just have '-' as the answer and I can't click on them to see the details? What are these records and how do I access them?
Renaming Documents
Is it possible to rename a document once it's been uploaded? I have figured out a way to rename folders but I can't seem to figure out how to rename a document.
Is there any way to display html email's background image in MS Office Outlook ?
Hi, I'm trying to testing my html email in CRM, tab Lead, click on "Send Mail" button at the right side panel. Copy the html source code and send out test mail. Note that in my html code has some VML language tag (use to set the link of background image to display them in MS Office Outlook). The mail look really good in web-based mail, but in Outlook the background image cannot be displayed. I've ran into the same problem when i try out Zoho Campaign, using the directly input html source code in
Creating formula in Quotes, I can't understand what is wrong
Hi, I am trying to create a mathematical formula involving 2 numbers coming from 2 different custom fields (both numbers fields). This is how my formula goes : ${Quotes.Nombre d'utilisateurs}*${Quotes.Prix par utilisateur} Translation : ${Quotes.Number of users}*${Quotes.Price per user} My Zoho CRM is in French, and when I try push the validation button, I get a nasty error window saying : "Erreur. Manque de cotes." Which in fact, doesn't mean anything in French, and furthermore doesn't give me any
Zoho Contacts Integrated With Gmail
Hello! I have a quick question regarding how I can log interaction between contacts in Zoho CRM and my Gmail account. I have a Zoho CRM account with another business and we have the ability to automatically log correspondence between the contact and myself in the CRM. I would like to have this on my second account, but cannot remember how to do it. To recap, my goal is have all correspondence via a Gmail account (emails) logged in my Zoho CRM automatically so I can keep track of how much correspondence
Change discount calculation
Hello Zoho team and others, I tought I finally managed to create my perfect invoice template when I realise that one operation isn't right. The problem comes from a specific discount in the total. It's a discount that will just influence the VAT and NOT the Grand Total. I show you with an example, that will be more easy to understand. my sub total excl VAT is 1000 € My "specal" discount is 2% ==> 20 € So my VAT(21%) will be: (1000-20) * 0.21 = 205.8 € Up to that, there is no problem.
Email contacts INTO zoho
Is it possible to email a contact, say from my phone, into Zoho? (This would be analogous to emailing a file to evernote or kindle and having it appear as a file.)
Zoho Mail
Hello , I would like to know if Administrator can view the emails which are publicly shared. Please let me know if it requires any configuration or not Thanks Yasho
Online help
Before Christmas I used the online help facility for Zoho CRM - Now I can't find the link at all - has this been stopped. If not, can someone show me where this now resides? Thanks
GET method not allowed
I just installed a third party app for Android called Carmel Sales Call Logger. It is supposed to log calls automatically to Zoho when I finish a call. I have the correct API key entered but now I am getting the following error: "Error Logging Call – Failed to log into CRM. GET method is not allowed for this operation." Does anyone have any idea why I am getting this and how I can fix it? Thank you. Kyle
Zoho With Polycom PBX
Hi, We are looking to used a CTI with our current phone system We used Polycom phones on a hosted PBX solution and was wondering if anyone knows if this would work or has a 3rd party software that works with Zoho and Polycom We need the following features:- 1. Click to Dial via web browser 2. Popup on customer details or account. Thanks
Copy Customization Twice
I am aware I cannot copy customization to the same account twice. If I was to copy customization from CRM - A to CRM - B Then CRM - A to CRM - C Could I copy CRM - C to CRM - B? Would this entire process work?
Outlook Plugin - Add email to CRM Account not just contact, lead or potential
hi we manage accounts at account level as contacts regularly change due to staff turnover at accounts. accordingly we think it would be useful to be able to record an email against the account rather than just the contact. can this be implemented? thanks.
Email Address
Dear Sirs, I have a company and use crm with one user. However I use different email addresses within my company. Currently if I want to send a mass email it is sent from my main email address. However I want to send a mass email from my other email address. How do I do this? Please give me my options. Many thanks. Douglas
Views in potentials
Hi Is it possible to have a view in potentials with "last month potential" and " current month" please??? Wbr Susan
Zoho for iPad issue?
We have an account with three users, one user can login on the iPad app. Another user gets this error: "CRM Mobile add-on is disabled for your account" Any ideas? I looked around in settings and couldn't find a way to 'enable' mobile for the user. Again, another user on the same company account can use the app. Any help is much appreciated, thanks!
Issue w/ Importing Data
Background: I have a CSV list with 1,841 leads. The list and each record contains all the information required to create a Lead. I have imported the exact same list 4x over the last 16 minutes: The first time 535 records were added (I ran a report that now said I had 578 leads) The second time another 34 records were added (I ran a report that now said I had 612 leads) The third time another 34 records were added (I ran a report that now said I had 646 leads) The fourth time another 34 records (I
SEND MASS EMAIL FROM REPORT?
Is there a way to send a mass email to email addresses generated from a report? I'm trying to email all contact roles associated with a Potential, and I can successfully create that report - I just don't know how to execute the mass email?
CREATE A QUOTE
I want to change which product details appear in my 'Create a Quote' screen. Any idea where to do this?
Campaigns/Action Plans
I am trying to automate Zoho (Im a new user) so that when we have a patient I enter their data and a specific "action plan" takes over and notifies me of letters and emails that go out to the lead based on the docs I have uploaded...does Zoho do this? It seems like a basic CRM function but can not figure out how to add a series of letters to a lead...any help would be appreciated...
MASS EMAILING
In CRM contacts I have sent a mass email and I am not sure how I find out how many emails did not get through for whatever reason (wrong address etc). Is there a report I can access to find out? Thank you
Moving leads into contacts
Could someone show me how to do this?
User Permissions
I just created a new user that is setup as a manager. I'd like this user to only see certain leads or potentials, preferably ones that have been assigned in her name. This of course would restrict her from seeing information that has not been assigned to her. I can't figure out how to change permission so that this is possible.
Why no proposals in mobile crm?
Why is the web based crm product more complete than what I can see on my iPad? I am paying for the Enterprise version and everything should be available in mo Ike format...
How Can I reach the "Contact Role" at Potentials' Report
Dear Support, I'd like to include the "Contact Role" in some Potentials Report. Could you help me please? eg. Potential Contact Role Roll out SAP Paul Sponsor Mike Influencer Thanks. Paulo Miguel
Opportunity Totalling
When you display all of your opportunities in a custom view, is there any way to display the totals of all those at the bottom of the view? Thanks
Conversion of contacts back to leads
Is there a way to convert a contact back to a lead? We mistakenly entered some potential customers into contacts instead of leads. This was done with many contacts, so if you have any idea on how to do this on a large scale it would be really helpful. Thanks.
importing leads in overide mode
I should be able to select what field i want to check against when importing leads in overide mode. I don't always have an e-mail for leads being created and so i have no way to import info for these leads without duplicating all of them. I don't know how hard it would be to allow me to select any field in the crm to check against but this is something i would like to see.
Duplicate events in crm after connecting to google calendar
I connected my Crm calendar to my google calendar. Now all my events in both my crm calendar and in the google calendar are doubled! What did I do wrong and how can I fix this?
HTML & Perhaps API programmer wanted for hire
We need to generate a .pdf with the same information and at the same time the save/submit button is clicked on a web-to-lead form. The .pdf will either need to auto attach to the lead record for future forwarding or be forwarded to a predetermined email address. We also need to auto populate the leads generated on a third party advertising website (which currently generate simple emails) directly into Zoho CRM leads. Additionally, we would like to have the current Zoho generated web-to-lead form customized to
Syncing Emails to Contacts
Hello, My goal is have all emails that come in to my Gmail that come from someone who has their email address added in Zoho contacts, recorded in Zoho. I have a separate Zoho account for another company that I have done this to in the past. Can someone walk me through this process?
Custom Zoho CRM App
I created this custom Zoho CRM app to check and edit leads in about 5 minutes using Capriza, a plugin for any CRM or web app. Feel free to use it if you find it useful or you can actually create your own for free. It doesn't involve any coding.
How long takes to receive data in ZOHO from a web form
Hello dear Zoho team. I did a web form in order to keep the data from a web site to Zoho CRM. Right now we are using the free version. My question is: How long takes to see the data in Zoho Possible Clients when you fill a form from a website? I did a test and I haven't seen the data iin Zoho. Thank you in advance.
PDF export stopped working
Hi, We cannot create a PDF that will open from within a Sales order, the feature has stopped working for all our users. The PDF created is corrupted: PDF reader says the file may be damaged or an unsupported file type. I have tried in Adobe Reader and Nitro PDF with the same results. Anyone have this problem? It's just started today. Thanks Steve
Workflow Actions
How do i set up a Template that once a field is updated in Accounts it will send email of contacts within that
Link between ZohoCRM and Zoho Creator
Is it possible to link custom-built apps Create in Zoho Creator with Records in Zoho CRM? For example: link a Zoho Creator database to each Potential.
New section in CRM Contacts with data from Creator
Hi, Is it possible to create a new section in CRM Contacts (or Accounts) with data from a Creator database, like it is done for Campaigns or Activities? I have a Correspondence Management app created in Creator and integrated in CRM through Web Tabs that I would like to further integrate in CRM. As such, I would like to see each correspondence related to a contact appear in that contact's record, on its own section. Thanks in advance, Leonel Silva
Problem with Synchronisation of Outlook contacts with Zoho CRM
I encountered a problem when trying to sychronise two Outlook contacts with Zoho CRM. The error message that appeared read - 'This item is not in the selected category'. Can you please investigate and get back to me asap. Thanks Rosanna Hawkins
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