BUG REPORT mail merge templates in Writer
Mail merge templates created in Writer using the Potentials module won't allow using Lookup Fields from any of the modules associated with the Potential. The search type fields simply do not appear as an option to be inserted in the document. This is a problem, as many fields are of the "seach type" in CRM, linking one module to another, and therefore one cannot use mail merging using those fields. We detected this bug a long time ago and are surprised to see it here still. Please verify the bug
Using ZOHO with Outlook - Events not showing all details
We are exploring ZOHO at the moment and are testing the CRM plug-in for outlook. When we setup a new event in CRM using the Activities>New Event option we complete the following fields: Subject Venue Start & End Times Dropdown 1 = Account and select an Account Name Dropdown 2 = Opportunity and select a live opportunity DescriptionThis is then saved and the ZOHO CRM plugin for Outlook is used to sync the Event with the local calendar. This succeeds, however only fields 1,2,3 & 6 are synced not 4 &
zoho crm setup
Hi, Our company (A) is currently using zoho crm and books which has 3 members. Currently, our company would like to setup a subsidiarity (B), which shares of 2 of the 3 members from company (A). A,B will not share the customer data base. My question is, how should we setup up the zoho crm structure?
Global Search
I enter a new task. The subject is "marketing ideas" Later I want to edit the entry. I type "marketing" in the global search field and nothing is returned. I go into Task and scroll through the listings. Sure enough "marketing ideas" is there. Why isnt the task showing up in search? How can I fix this? Thanks.
delivery date per product line on purchase order + follow-up invoice
some basic requirements : How do you define the delivery date for each line or product purchased by a customer. How do you update the real delivery date in the order ? Can we issue of delivery bill ? How can you find out which line of order are not yet delivered ? how do find out which line of order has been shipped but not yet invoiced couldn't find the fields and the set up thanks Daniel
How can i change to % the sales comision and which is the correct process
Im having problems creating a lead and follow a process thru campaigns, budgets and clients orders, how can i link into a one process?
Creating a Report for Subscription
Here is my scenario, hopefully I can explain it well. We offer subscription based meal services. We are currently using Potentials (Start & End) Dates to monitor these. I also have a daily report which runs and is sent out to our Production facilities. My issue is such: It is possible that Start Date is in the future, for example today is October 14th, my start date may be in the future for example October 16th. I don't want it to show on my report for October 15th, but I cannot figure out a way
Date criteria by week?
We tend to keep track of things by week around here a lot, and I was wondering if it's possible to set search criteria for the previous calendar week. (Actually Saturday through Friday, rather than Sunday through Saturday if possible.) Obviously, the last 7 days is manageable, as is just rewriting the criteria each week to specify start and end date, but the ideal for us would be to have a way to filter, for example, closing dates in the previous calendar week automatically.
New Lookup Fields Needed to simplify use for ZCRM Mobile
As a salesperson I am often on the road and I use the Android App frequently. One of the aggravations I have is that it is not possible to call a person directly from a Potentials record. Instead, I have to select the contact name from the record and then initiate the call from the contact record. Then when the call is complete I have to modify the call log to associate the call with potential. I have to go through a similar process to send an e-mail from my mobile device. This process adds a number
Email notification when task is due
I know that Zoho will send out email notifications when tasks are assigned, but is there a way to trigger an email on the actual due date? I think such a feature would be very helpful.
Add multiple contacts or leads to a single event
I know this has been asked in the past and roughly three months ago it was mentioned that it would be addressed in future updates, but I'm hoping the more we discuss it or bring it up, the faster it will be addressed. It would be beneficial if we cold make this happen. We currently have the ability to add mulitple "invitees" to a single event, but the event will never show up on the "invitees" record, only the original record where the event was created. This means a completed event will never show
Closing Cases
Hi, I've been using Zoho for a little while now and I'm having trouble viewing all closed cases when I select the view option. All activities are closed within the cases and the case itself is marked as closed but it shows in the open cases. I have a couple cases listed as closed when it's still "On Hold". The "On Hold" cases don't even have activities in them, and I have other cases that are open without activity and is not shown as closed.. it's mixed around and is very confusing. I would think
CRM Leads - Email Client selection
Hi If you are in a Lead view and you select the email address of that lead it opens your default email client to send a mail. Using the 'Send Mail' option at the bottom of the 'Emails' Section it uses the ZOHO email interface. Is it possible to have both using the default client? If the default client is used I suspect the mail that is sent is not added to the Email history within ZOHO...? Thx Tom
Adding a product to a contact via API?
Hi, My customers purchase products through my website. I want to use the Zoho CRM API to update a contact's product list and add the new product, once the product is purchased. The products and contacts are already defined in Zoho, I just need to create a new record in the table linking customers to products (double lookup insert, but into which object? how?) Is there an API call for that? An example would be a great help. Thanks, Barak
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Zoho CRM - Google Contacts sync - multiple list sync setup
I have the Zoho CRm and Google contacts sync working - however I have a number of views within Zoho CRM that get changed regularly - what I would like to do is setup syncs from those views to groups within my Google contacts on a regular basis. I know this can be done automatically, however it seems as though you can only have one sync from one view setup at any one time. Is it possible to setup multiple 'view to groups' automatic syncs?
Mass field Update
I have a large list of accounts I wish to update the description field for. The text is saved in an excel file. Is there a way I can update this field without making a brand new account.
App closes when editing date in past event (iPad app)
I have duplicated this several times connected to wifi or not. If I try to edit details or change past date to a future date in the events tab, as soon as I choose the date & hit save, the app shuts down. No information is saved when app is opened back up.
Answering a customer case (trial version)
Hello, I am trying Zoho CRM using the free version. I cannot find the "reply per email" on a case. A case is created for a specific customer and notes are added. I now want to reply to this customer with an answer. The only way I can do that (as far as I see) is by clicking on the email address of the customer contact. That opens an email window. But the subject and the body of the message is empty. I want to populate the subject field with the case number and case description. I want to populate
Exchange plug in for CRM
Hi does anyone know when ZOHO CRM will have a MS exchange plug in?
Email Access Count
Hi We have just recently migrated to zoho CRM from another CRM system. One useful function to us from the previous CRM system is to be able to see if the email sent individually for a single lead have been opened and if it is, how many times it has been opened. At the moment I'm not perfectly educated about zoho CRM functions but I know it is present in zoho campaigns. We only need to see how many times the email has been opened by the receiver if it was received and would be great to see it in
Data loss during conversion
I have multiple leads that I need to convert and associate with one account. Let's say I have fields A and B filled in with different values on each lead, and this data is supposed to move to fields C and D for the new account. Zoho will only keep the data in these fields from the first lead that is converted, and will not update the values nor store them from what I can see. The lost data is not in the recycle bin area either. Is this stored anywhere in the CRM?
Zoho CRM for iPad
We are very happy to announce the release of Zoho CRM for iPad. With this native application installed in your iPad, you can access the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls and Cases modules. How do I start using this app for iPad? Start using the app in your iPad in three easy steps! Purchase the Mobile Edition licenses Activate it for the Zoho CRM users Download and install the Zoho CRM app in your iPad and start using! Do try this and keep your feedback coming in. Read more
Web forms - CRM
I am using CRM and Recruit. The Web to candidate embedded form looks and behaves like the original form in Recruit - 2 column. In CRM, however, this is not the case. I would like my web to contact/lead in CRM to be similar format to my web to candidate in Recruit. Is this a possibility?
New mails unread with Mail plugin in Zoho CRM
Dear team, We have the Mail plugin activated with Zoho CRM. We are linking it with Zoho Mail. Since Monday, I am noticing the numbers that are showing up next to the Mail icon. This is a nice feature. However, I have noticed that even though I have already read my emails on Zoho Mail, the numbers do not decrease in Zoho CRM. Does this mean I need to read my emails from my Contacts in Zoho CRM directly instead? Any suggestion? Best regards, Christophe Mendez | MZ Consultants
How do I categorise customers in Zoho CRM?
We have many different types of customers for the same products. It would be useful if there was a way of categorising customers so that we could report on invidiual customer groups. There does not seem to be this option, but I am a new user so I might be looking in the wrong place. Is this possible? Thank you!
New Vendor?
When iam adding new lead at that time asking "Vendors" Please view the attachmnet for more details..
Where to add a API into another Zoho CRM?
How to send data (leads) back and forth between 2 different Zoho CRM's. I have Multiple Zoho CRM accounts and I am trying to use the API to send data (leads) back and forth from them.
How do I get form data submitted through Zoho Sites into Zoho CRM?
Without going the long way through Creator? Is there an integration planned?
Reassigned leads lose activity history
We have reassigned some leads created by a sales person who has left to a new salesperson. When the new person looks at the leads they cannot see the closed activities (tasks) created by the previous user. How do we make sure these are visible to the new person?
2 Quick Questions
New user here...so a couple of quick questions: 1. On the home view I have it set to show Contacts, Leads and then the Tasks section takes up the entire bottom half of screen. I see a list of the tasks but not which Contact or Lead they are associated with, and since many of our tasks are repetitious it looks confusing to see the same thing listed over and over. Is there a way to show the Contact or Lead name as one of the headings? (right now those headings are Task, Activity Type, Start,
Lookup a custom field
Can I set-up a lookup field to find a custom filed in another module. For example in a Quote, I want to lookup a custom field called: "Customer Ref No" instead of the standard subject field? When setting up the lookup field I only get to select the other module, i.e 'Account' and it selects the standard field only. If not possible could I setup a look up statement to say if field = Account name then input the the Account Ref Instead?
Custom Fields Limit Per Field Type Not Allowed
I'm aware of the custom field limits per type; https://www.zoho.com/crm/help/customization/custom-fields.html#Custom_Field_Table Is the total limit cumulative or per field type? If I have 25 custom string fields and I want to add an additional integer custom field it doesn't allow me to and says that I reached my limit. Based on the chart I should be able to add an integer custom field since the limit is 15 and I haven't used any yet. Is this how it's supposed to work?
Zoho Maill Add-on with Zoho email account
I am a new user trying to configure my Zoho CRM account with my Zoho Mail account. I set these two accounts up independently, which may have been my mistake, but Zoho required a unique user name for each account. So now my Zoho CRM account has one user name, and my Zoho Mail account has a different user name. When I go to configure the Mail Add-On inside CRM, it displays a default mail address of <CRMusername>@zoho.com. This is not my actual Zoho mail address. When I click on the Add email account
Open Activities In Account
When I open the main account screen At the bottom is "Open Activities" Can I set this so it defaults to sorting by due date? Thanks.
Timezone will not change
the timezones are different (and wrong) on 2 of our user accounts. we try to change them but it doesn't save the amendment. any tips?
Custom Field Needed
I need a custom field that automatically calculates a percentage of another currency field we already have. For example, I already have a currency field called "Invoice Total". I need another field that automatically calculates 8.5% of whatever amount is entered into "invoice total" Field. If I enter $500 in invoice total field, I need the custom field to automatically calculate 8.5% of $500 which is $42.50. Is this possible?
Auto-calculate field?
I have a currency field where I enter an order's gross invoice total. Is it possible to create another field that automatically calculates a certain percentage of that gross amount? We have to pay an 8.5% royalty on our orders, so I would like this amount to auto calculate if possible. If the gross invoice total is entered as $500, I want the custom field to calculate of royalty amount owed, which would be $42.50. Thanks in advance!
Send SMS alerts using Webhooks
Imagine these scenarios: You have an important customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops! A payment from a customer is due today. You sent an email only to receive a vacation auto-response from the customer. The ordeal doesn’t end there as the payment cannot be processed without his consent! A customer calls your toll-free and requests for a product activation kit. A case is created in CRM and assigned to a field
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