Sales Order customization- separate lines for each size
Hell, Is it possible to combine lines on a sales order based on the size of a product. For example, my product comes in four different sizes SM, MD, LG, XL. Each product is designated to a set size, but when i enter a sales order each size is generated on a separate line. Is there anyway to combine products by style and then sort by size on a sales order? Example of how it looks now: Style QTY STYLE1-SM 3 STYLE1-MD 4 STYLE1-LG
resize "add email to zoho crm" form
In outlook when I click to add email to zoho crm the form size is too big for my screen . How do I resize it?
Whats the best way to set up CRM for a paint contractor
I run a small paint contracting company and I'm trying to get Zoho Crm set up for my process. I work with both commercial and residential clients. The following is the process that normally happens in the company. 1. Call or email comes in and an estimate appointment is scheduled. 2. I meet with client and assess their needs. 3. I write a proposal and send it over to them. 4. I get the job or I loose the job. I want to be able to keep track of all the clients that have purchased from me, and
CRM Calendar user selection
Zoho Could you provide the ability to select multiple users in the "CRM calendar month view". The ALL selection is good but we could get a lot more functionality with the ability to select multiple users at once. I ask because I want to see our sales reps calendars and not all our employees Thanks Nolan
What is the difference between call as a task type and calls as an activity type?
I'm getting very confused as I try to understand this point. I can see that I can create an activity type called "call" And that I can create an activity type called "task" And that there exists a task type called "call" What is the difference between the two forms of call? When would I use one, and when the other?
Associating more than one vendor with a product
Does anybody here have any idea if it is possible to associate more than one vendor with a product? Thanks, Matthew
Data Syncronisation
Hello I am looking for a way to sync data between the following pieces of technology. Can anyone tell me if this is possible and if so point me to information which will guide me through how to set it up. I have a hosted microsoft exchange 2010 and apple iphone 4s and Zoho CRM and I am looking to sync the contacts from the Zoho CRM to my hosted exchange so that my current sync from exchange to my 4S will pull the contacts through. I would really like to have the contacts stored centrally in my exchange
Auto creating a PDF file and sending as part of a workflow.
Hi I have a web form which is capturing data, works fine. What I want to do is to send a thank you email with a PDF file that contains some of the data they have entered. How can I achieve this? I would like it to be fully automated and the PDF needs our Logo in it. I am right in thinking i can not send an workflow email as HTML? If anyone can help with this I would be very grateful. Regards Steve
Contacts Export
I have exported my contacts and deleted them in the system. I have since imported my edited list but need some of the info that was in my original list that was not exported, i.e emails sent, tasks assigned, etc. Please help?
How can I customize Activities to show my client names?
Does any one know how to customize the fields that show in Activities? Any help would be much appreciated. Thanks! Tara
ecommerce intergation
I am setting up my eCommerce website. I am planning to use zoho crm with zoho books. What do I need to syncs the data from my website to crm and books? I am using zoho crm and books at this moment but I would like the ecommerce as a separate business.
Web-to-lead for Facebook
I'd like to implement a web-to-lead form into our facebook page. Any recommendations as to plug-ins or apps to make this happen?
Execution of workflow rules and time based actions
I have a question about the following scenario. Right now we have a workflow rule that we use for recurring billing. We have created a rule that executes upon a certain field update and creates 5 different time based actions. The first one is 11 days after the rule execution date, the next one is 1 year later, the next one 2 years later, ect. But i was wondering what happens if during that period you change that specific field again. Will it trigger the same rule again and create additional time
Work Flow reporting
Hi I have set up a time based workflow rule which monitors contract end dates. It will send an email to the client 120 before the end of a contract to alert them to review their contract. The criteria for this is a contract end date field being entered and a contract status of live. My question is two fold. How does Zoho monitor the workflow? Does is set the record to having a workflow rule active at the point the rule is initiated or does it scan the database every day to check for any workflow
How can i create mass email auto response using ZOHO CRM?
I've only seen topics "auto response from Web Form" but how about auto response to leads that are manually input in CRM? thanks
Reports help
Is it possible to run a report either filtered or including the campaigns tag that also includes: contact name, account record name, address, and phone number? The campaigns tag is on the contact information near the bottom of that page. It's not a drop down menu, it's allows for multiple campaigns to be selected. We are hoping to be able to pull all the required information to create a spreadsheet with everything needed to mail or call a contact at a company cased on the campaigns tag that we have
Can you pull Zoho data to populate a WordPress custom post type?
I'm considering signing a client up with Zoho that is looking to integrate Zoho with their Wordpress CMS. We can easily insert data to the crm, but can't seem to pull that data from Zoho to add to WP. Any ideas?
web to lead not working
I have a web to lead form set up on my e commerce website: http://www.ellaandsofia.com/made-to-measure-roller-blinds/ I have set domain to * but can not get it to send an email - create a lead or function at all - can some one help!
Dates and Times in CRM API
Hey Guys, All of the sudden, our API integration seems to be broken when updating DateTime fields via the API in our CRM records. We have noticed two issues: 1. The Date/Time are being converted to a different timezone rather than being stored as they are sent via the API 2. In some cases, the Date is almost a month behind. I have checked our logs and we are sending dates/times as YYYY-MM-dd HH:mm:ss but, they are not being stored properly. This is only something that has happened recently and the
Workflow rule execution
I need help setting up my workflow rules for the Leads module. My situation is as follows: My Status field in the Leads module can take one of the three values: [EMPTY] Follow up 1 Follow up 2 I also have two follow up email templates. What I want to achieve is to have the system automatically send the first follow-up in one day after the lead creation date, and the second follow up - in 8 days after the lead creation date. I managed to successfully set up the first step (non relevant fields
Best Place to Learn ZOHO & Also use Reports
Hi, I want to learn to Use ZOHO CRM ..what is the Best place to learn Using and configuring ZOHO CRM....I need to create reports on dates an oportunities were created....
Log in as admin to see another account.
It would be great as an administrator to be able to be able to log in to a CRM user's account without them having to give me their password every time. I occasionally run into problems where it would be helpful to log in as the user and see what they are seeing to troubleshoot the problem. I know Sales Force gives users the ability to temporarily grant the administrator access to their account. Any thoughts on this?
Mail Merge
Hi, I'm completely new to Zoho CRM. I want to start creating a number of databases for both prospects and existing clients whom I will be direct mailing (hard copy not email) on an ongoing basis as part of a new marketing campaign. Can anyone advise me how best to create a mail merge in Zoho CRM? I would appreciate your assistance & advice with this as I am a complete newbie! Many thanks.
Email template fonts not behaving
I have created several email templates in Zoho CRM that we use as part of responses to leads. I have used the edit tools to set the font to Arial, and to make other format changes. Here's screen cap of the editor: The, when I click on Preview, and more to the point, when I send out the email, it reverts to Times Roman or something: Help! Am I doing something wrong, or is this a Zoho bug? Andy
Exporting ZOHO Leads
Hi, I am confused, can someone help. In my ZOHO leads when I check the total number of leads I get a figure of 5,192. When I export the leads I end up with a 3,100 leads. Am I doing something wrong? I would like to export all of my 5,192 leads. Thanks.
email templates: last used/ last modded / how many times in
I need to know which templates were -when last used -by whom -last edited -and edited by whom I'm thinking wiki like history for the email templates... many thanks! DisplayAllTemplates.do?step=showAllTemplates&title_key=crm.security.viewallemailtemps Dennis Daniels
CRM Scheme
Hello I'm starting to use the CRM to my work with insurance, and i understand how can i use some items, but i'm having problems to understand how i can use all the Zoho CRM. Its possible to get a scheme of how the diferent entities from the software were supposed to interact? My business is not an ordinary CRM, so i have to adjust the use, and the easier way is having a visual connection between diferent things: Counts, Constacts, Tasks, ...
Transferring Data to CRM from Sage Accounts
I want to transfer Customer contact details (name, address etc) from a Sage accounts system into Zoho CRM - any advice please?
Skype highlighting
Hello, I see the little telephone image next to the phone number at the topic of a contact, lead, or account view... but, phone numbers displayed elsewhere don't show that clickable image... and the normal click-to-call function in Google Chrome for Skype doesn't appear to work anywhere within Zoho. Here's one scenario. Let's say I make a report of all my upcoming phone calls. I want to just click on the number in that report grid view and have it dial Skype. If I don't get through, I want to just
Plug in for Outlook 2010 not able to add emails with one click
We just started with Zoho. I am responsible for our users to start adding items to the CRM. However, in Outlook 2010 if you want to add an email to Zoho, you first have to select the email (after sending), then click on the "Add-Ins" and then click on "add email to Zoho". This will definitely prevent users from adding the emails, thus rendering the whole system useless. Is there a way to at least add a button to the main ribbon? Cheers, Fred
Email Opt out working??
I have several leads which I have checked the Email opt out, yet my work rules continue to sent them emails. Is there something else I should be doing?
Freshdesk
Hi, I really like ZohoCRM... and I really like Freshdesk. I know you guys know each other quite well ;), but I don't see any plans for integration. Can that be done? Jeff
"Subject" field : how to add name in the list
To create a new task, there is the "subject" field which is a required field. Subject field is not a pick list. To fill in this field, we can click on the icon "subject name lookup", so we can chose some name for the subject in a list, and it is also possible to write a specific name. How can we add new name in that list so that name appear in the subject name lookup? Thank you for your help
return page web-to-lead
hi, I have actived web-to-lead on my ZohoCRM account (hosted account). I changed the URL shortly after setting the whole thing up, and this new URL does show indeed in the settings. But once the form is submitted, the web visitor is taken to the first URL IO specified, not the updated one. Any body with the same issue? Any help would be appreciated. Best regards. Olivier Caeymaex Olivier Caeymaex
Quickbooks data synch problems
I've set up quickbooks web connector according to the instructions on Zoho and attempted to synch contacts. I've also run an import from quickbooks to zoho but none of the data is showing up. According to the web connector, the synch is complete and zoho also shows that the synch was succesful. Here is my log in the data transfer history. It's showing 12 records, but we have over 600 customers in quickbooks. 2012-11-14 21:38:00 SYNC/ quickbooks 0 3 7 0 2012-11-14 21:32:45 IMPORT - 0 0 2 0
Web to Lead Form - 1 value into two fields
I would like one value from a web to lead form to go into TWO separate fields within Zoho. Is this possible? Thanks
Converting from multiple Quotes fields?
I am a little confused as to how I can work this. I have 3 sections in the layout for our Quotes page for multiple quotes. I want to convert to a Sales Order from a previously created Quote. This issue here is I want to take the information from one of the three sections made in the quote, to make one record for a sales order. I would understand how to do this if it was always taking information from the same fields. But can I do this? Let me know if this doesn't make sense. Please get back to me
Outlook Sync
Hi I am using Outlook Sync. The first Sync added all my Outlook Contacts to Zoho CRM. There are some contact that I do not want in Zoho. I then added to the Contacts to that I wanted to Sync the Category "Zoho" and synced. I then deleted my personal contacts from Zoho, when Syncing it removed them from Outlook as well. How do I get a Category of Contact from Outlook into Zoho, and if I add contact to Zoho how do I get them to sync to Outlook without syncing EVERY contact. Ta Mike
Importing best practices and questions
I have a list of 800 accounts in csv format. Most of the accounts are leads, some of the accounts are customers. As a general rule of thumb, where do you recommend a list like this be imported to? If all are imported to leads, those that are customers could be converted to accounts. Do you recommend only one import location per list? Or, should I separate the leads from the customers and import 2 lists separately, one to leads and one to accounts? We just started with the free trial version and
How to I change a contact to an account?
please help! thank u
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