Printing an Invoice in Portrait A4 from Zoho CRM
I'm having difficulty with printing out my invoice in Zoho CRM. I want to print it in A4 portrait but so far the only way I can manage to do that is to email myself and "quick print" the attached PDF. If I print straight from the platform it's missing the information from the right hand side of the invoice. If I save it as a PDF and try to print it (either as portrait or landscape) the invoice is squashed into the top left corner of a landscape page. How do I print the invoice in A4 all the
Query CRM
Is there a way via the API to query the crm data? Such as a custom login on a site that looks to see if the user exists in zoho crm?
OUTLOOK 2003 PLUG-IN IS NOT SHOWN
Hello I am checking ZOHO Free CRM and I have downloaded and installed the Plug-in for MS Outlook 2003. It seem everything is OK and the plug-in icon appears in Control Panel (Add-remove programs) but anything is added in Outlook, nor toolbar nor menu or new icon. After checking similar issues in the Forum and other ideas on the web, I have tried to add COM in Outlook 2003 (Tools->Options, Other tab->Advanced options->COM) but ZOHO plug-in is not shown in the combo list and it is not possible to
No User Activity Reports?
Admins should be able to view a report that shows detailed user activity including Log-in/Log-out time stamps, duration of time logged in, which leads/contacts were opened that day and the duration of time spent on each contact. I'd like to see all the outgoing emails sent by the user for the day/week/month etc. (I need to know if my remote employees are truly working or sitting on their hands.)
How do I show the Creation Date in the Contacts Fields in my default Contact Layout
I would like to show the Creation Date and Last Modified Date in the Contact Layout. How can I do that/
Accounts with no activity in last 6 months
I require to get a report (or a view in Accounts Tab) of Accounts with no activity in a period of time (last 6 months etc) to keep on top of Customers that may not have been contacted within that time. Is there a way of doing this?
Associating leads to accounts
Hello Very much a newbie which you will be able to tell from my question! I have imported a load of leads from a spreadsheet I was using. Each lead has a company, lead name (my contact at the company) and the usual fields. What I want to do is extract the company from each lead and set that as the account. That way when I view my accounts, all my accounts are listed and each lead is associated with an account. Unless of course I'm doing it the wrong way! Thanks in advance!
Export tasks
Hi, I want to export my tasks to Google Apps Tasks. But I cannot find the settings to do this. When I go to Setup > Apps and addons > Google Apps I see only the possibilities to synchronise Contacts and Calendar. Although the documentation says there should be an option Tasks it isn't there. When I create a task in Zoho CRM there is no button "Save and Export to Google". I seached and searched for a solution, but cannot find it. Anybody an idea? Thanks Sophie
Is there a way of creating events/calls etc. for more than 1 Account or Contact at once? As a batch?
Cause it looks like it can only be done for 1 Account or Contact at the same time which makes my work soooo slow!
Downgrade subscription
Guys, I need to downgrade my ZOHO CRM so i can close my account but the tab/link for downgrade is not working properly. Please help, I do not want to be billed for Zoho anymore and want to close my account. Thank you Purvish
Define Roles and profiles on trail version?
I am on enterprise plan trial version. I cannot specify Roles and Profiles. Why is that? How am i eligible to evaluate it?
embed form contacts doesnt work
Hi, I'm new customer of Zoho. I'm trying to embed the code generated on Zoho CRM on my website. This is really very simple. My problem is that I can't capture the contacts under Zoho after save the contacts on my website. I follow all instructions on page help and nothing. Please, can you help. Thanks, Sergio
What is the best way to interact with Contacts and Accounts associated to a Potential?
I am new to Zoho. What is the best way to interact collaboratively with Contacts and Accounts associated to a Potential? I want the ability to post documents, add comments and messages all while being able to see it associated to the Potential. Would I use Chat, Groups or something else?
Task trace is not available after transfer to others
Hi I am using trial version of Zoho and trying to find out how it works and we are evaluting for our business to use it. We are currently facing problem wherein if i transfer the task assign to me to some one else, i loose my track of the task atleast i should be having trial of the task. Can some one help me
Searching for emails attached to a contact?
I'm looking for meeting notes for a contact at a company that would have been attached to the record by attaching an email. I know the company, but I can't remember the persons name (and we have more than a hundred contacts at this company) is there a way to search or sort contacts by most recent modification (including a modification like attaching an email from Outlook to a contact). Any other suggestions for how I would find these notes?
Promotional Deal
I need to know how to create this info below as we are running a promotional deal and need to apply this method in my New Sales Orders: QTY: 3 master Cartons (2 Tropical Punch and 1 Blue Raspberry) and show the Special Discount after the Sub-Total, showing the deduction of -$216.00, and the Grand total having it at $432.00 instead of $648.00? Can someone help? Thank you, Nader
Promotional Deals
If I'm running a promotion, and want my sales order to show this info below when creating a a New Sales Order. Below is an idea/example of what I need to create in Zoho but am having problems creating this: QTY: 3 master Cartons (2 Tropical Punch and 1 Blue Raspberry) and show the Special Discount after the Sub-Total, showing the deduction of -$216.00, and the Grand total having it at $432.00 instead of $648.00? Can someone please let me know how we can do this within Zoho. Thank you, Nader
Using a Word document as an Inventory Template
I want to create a custom proposal (quote) template, based on a template a client has already been using. The existing template is a multi-page Word doc. Due to the character restriction in the Zoho CRM template feature, I have been unable to simply paste in HTML. What is the best way to implement this proposal document as a template? Based on the client's requirements, there will need to be some form fields to input certain bits of data, then there are other spaces within the document that will
Boolean field did not import with values from excel file
Greetings! I just imported my first file for contacts from excel (Mac) . I created several boolean fields and only one of them imported with the values intact. I cannot figure out what is different about the one field that imported correctly.
Displaying only record specific docs
Hi We have a customized Zoho CRM app where-in the leads module has been modified to reflect clients information. Each client has their own set of documents which will be uploaded in to Zoho. The requirement is, from the client view we should be able to select a particular client and view the documents pertaining only to that client. Is this possible to do in Zoho CRM? If not, is there any way in which we can do this in Zoho creator and access the same from Zoho CRM. Would greatly appreciate any
Products - Fields and Automation
I am considering Zoho but have a question regarding Automation as it relates to Products. We need to set in motion actions based on a Contact purchasing Products. Each product will have a 'Service Days' Field. We want actions to be performed on Product purchase: 1. Customer is subscribed to Email Distribution Group for Product concerned. 2. Email or SMS Follow-up actions set for periods after initial Purchase - eg; 7 days - 21 days, 180 days. 2. Customer to receive reminder email/sms or phone call
Ipad app : Sync of events and tasks
Why tasks and events are not automatically synced when openning a potential ? Seeing an empty event or task field let think there is nothing going on. Therefore it's necessary to manually sync these two fields each time you open a potential.
Sync, blackberry, outlook 365 and zoho
Is it possible to get our blackberry contacts and emails to sync with zoho crm through microsoft exchange online? Is there another way of doing this?
ZOHO CRM
Regarding ( Select View, Create View ) for leads in Zoho CRM how do I delete a record in one view with out deleting the record in other views. I created a view for example specifically just for one target market in which I deleted all other records with in that view, only to find out I actually deleted all those records in EVERY view listing I had in my account :( Yes I restored the records but obviously not the point. Im stuck here please someone help ! Thanks !
Must Have Features
ZOHO must implement these following must have features: 1) Maps field - where users can select a location.co-ordinates on Google Maps, 2) Junk Filter - where a lead is marked as junk depending on pre-selected criteria, 2) Mark as Spam - where users can mark a lead as junk by selecting content of a field.
Contact Notification
I just have a general question regarding to contact records. Is there anyway to have a notification or an alert sound when a new contact record appears in zoho. For instance if a new contact is created and when it comes in can i hear a sound (ding) to alert me that there is a new contact record for me to look at?
Automation between module fields
I have added a custom field to CRM Sales Order to specify an 'Order Type' I want to automatically add the contents of this field to the Invoice when the order is converted but can't see a way of doing this. Is it possible?
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Zoho for Attorneys - How do you create a conflict system using Zoho CRM?
Have other attorneys created a conflict system using Zoho CRM; how do you do this? I don't want to treat the opposing party as a lead/client, and I'm afraid if I place it in a form section of the client, it is not searchable. Please share your thoughts.
Field display on different tab.
Is there a way to use an already existing data set for an option when creating a New Custom Field? I created a custom field (Accounts) that has a drop down box with 3 status (silver, gold, premier) once I have selected the corresponding status, I would like to see that information on a different tab (Potentials) Lets say when I am creating a Potential, I would like to enter the Account name and get the information that i have entered on the Accounts field . This would be extremely beneficial if
Integrating with WordPress to create a transaction recording system.
Hello there, Could someone direct me the best way to achieve this? Here is the scenario. 1. We create a customer within Zoho and assign him an amount to his account. For example £100.00 2. Customer logs into WordPress site using his username and password and the balance appears in there. 3. Customer can buy and sell his items on the WordPress site, using the available balance. It could be 1, 2 or 100 transactions. He can also cancel purchases/sales, so his balance gets adjusted accordingly. Here
Expanding Possibilities with Formulas
Hi, I know this will probably either be ignored or responded with; "We will evaluate the request for the possibility of including this feature in a future update", but I thought I would post this anyway. Rather than simply returning 'True' or 'False' for many functions we should be able to set what the response will be. Something along the lines of... If(${Invoices.Grand Total}>500, Big Deal, Regular Deal) To return Big Deal if the price is over $500, and return Regular Deal for less than $500 Similarly
Pending Case for approval
Looking to set up a notification that a new case has been created (web to case) from my website and that it is pending approval. This would be preferred over having to manually check the system. Is this doable?
Bug in Brazilian Portuguese translation (Vendors Tab)
In Brazilian Portuguese, the most appropriate translation for "Vendors" is "Fornecedores" instead of "Vendedores". Thanks
Trigger alert based on last update date of potential
How to create a mechanism to trigger alert based on last update date of potential? Example: Send email to owner to check potentials with 2 months without updates
Can't save a document opened into Zoho Writer from the leads tab in CRM
When on the leads tab of CRM, if I click on an attachment a dropdown menu displays giving me two options: 1. Download 2. View in Zoho Writer when I click on #2, the document (no matter what format, Word, Google doc or Zoho doc) opens into Zoho Writer. I can edit the document, but when I want to save it, the save button is grayed out. How can I save the document? Do I need to upgrade? I am currently on the free trail period of the professional edition. txs in advance e
contacts are duplicationg with office plugin
hi i would like to use the office plugin to print labels for envelopes. When zoho is fetching the contacts from zohocrm, it is duplicationg some of the contacts although they are not duplicated within zohocrm. the screen shot is as follows. I need to solve this issue urgently please since i am stuck in the middle of the work. Thank you for your comments Umut
Lead/Account IDs in Links?
I've had a number of occasions that I've required a Lead ID or Account ID from Zoho to be passed using a Link to my internal system. Only Zoho Links don't support the IDs. Could this possibly be added in the future?
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