Repair Orders instead of Purchase Order
Currently Zoho CRM allows the setup and creation of Purchase Order. Our customer is in the Aircraft/ Engine Component Repair business. Can we create Repair Orders instead of Purchase Orders. This will be most useful as the Aircraft/Engine MRO (Maintenance/Repair) business is a very important business and will benefit much with Zoho CRM supporting also Repair/Service Orders and not just Purchase Orders. Thanks.
Contact fields wrong
I am just trialing this at the moment ,but some of the Create Contact fields are wrong.The Title it called FIRST NAME and I think TITLE might be called FIRST ?
Help With Various Lead Stages / Converting
Hi, My company recently starting using Zoho and I have been put in charge of the customization process. We have a very well defined sales process and I need to customize the tabs and lead conversion process to match that sales process. Tonight, I began with the steps of renaming some of the tabs, customizing the fields on each of those tabs, and attempting to match fields with the initial "leads" tab. Now I have run into a HUGE frustration. The tabs I created to go with our sales process look
Contact custom field sync help please
Has anyone had success with syncing custom fields to Google contacts? I am using Google Apps and am testing this feature out but no luck. Here's what I did. Created custom field in Zoho CRM. Went to SETUP > ZOHO CRM FOR GOOGLE APPS > CONTACTS. Then clicked MAP MORE FIELDS link on the bottom, a new line pops up. I selected my custom field from the left side and linked it to the NOTES google contacts field. I clicked update and waitined for the update to happen. Once it did I checked my google
haven't sent emails stored in zoho crm
I am a new user. To send an email I have clicked on contacts email address and that opens up outlook and then I compose and send email. How do I make this email also get stored in contact record under emails? Thanks for any suggestions!
Why is my Information Lost between lead and becoming a potential/client?
After I upload a lead, our sales rep goes in and sends emails and puts in notes for the lead. Once they designate that lead as a "potential" and an account is created, we lose the "notes" and "emails sent" information that the rep had put in. I've tried the mapping, but cannot seem to find where to make sure all of the lead information gets transferred to their potential and account information entirely.
Notes by date time and author
Currently, I can only see the most recent note in the Potentials module. Is there a way to see multiple notes entries in the body entries into the body of the Prospect Module?
Allow us to manage and schedule in-office assets like meeting rooms.
Allow people to schedule and check on availability of in-office assets like meeting rooms, key resources, etc.
Email button does not work
I am trying to send emails, but most times, the email button does not work. I am using the Free version, but I have sent 3-4 emails before. Can anyone tell me why it is not working now?
Change Username field?
Is there any way to change the username field? It seems you can edit everything else but that.
Free Zoho CRM & admin
Hi - I would like to try out Zoho CRM...the free version. There are 3 of us who need to collaborate on a project. Is there a way that I can restrict 1 user to a part of our "leads"? Or can I create more that one leads list? I think one way around this is to create an "account" for 1 user and in there you can add contacts. But if the contacts in that account are the same people in the "leads" will the information merge or be kept separate? Thanks! Michele
exporting contacts
Is there a way I can export my contacts and have my notes exported as well? I am trying to back up my data, but want my notes backed up as well. Thanks!
Mass mailing for Vendor and Mass-mail for selected records (Without template)
- Mass mailing for vendors can be a very useful tool for sending purchase inquiries as well as sending common messages to all/selected vendors. - Similarly, a tool through which mass-mail can be sent to selected records without template (i.e. drafting the mail) also can very helpful.
Feature Query: Prevent display of a module's fields based on user type
Hello, I'm building a CRM abomination that needs to represent more than one person's confirmation that a lead can be turned into an account. To enforce independence, I need to prevent certain user groups (e.g. standard) from being able to view or edit a field in the leads module, but the privileged users ( administrators) to be able to see and edit it. is this possible?
Lead alerts being received late
Please see the attached picture. The alert for 12th received today. kindly advise on the same...
field in accounts is there but does not show up
Hi, I want to create a field in accounts, when I save it it wont let me save it because it says it's already there. I can see it on the field list (settings) but not on the Account Details Page.
Export in Excel Format
Hi, I can only export my account in CVS comma separated format. Since I have "comma" in my data , it would be better I could export in Excel format or tab separated. Regards
Changing format & Adding more information to printing label (Envelops)
Dear Sir, Is it possible --> Changing format & Adding more information to printing label (Envelops)? Regards, Deven Shah
Mass mail to list of emails
Dear Zoho CRM Team, We have a list of emails of our potential customers and would like to send them our quotes, but we don't want to create leads/potentials for each of them. Is it possible somehow to send our quotes to them using some functionality of Zoho CRM? Just a plain email, but to hundreds of recipients? Is it's not possible then question is how to do that for our already registered customers? I see Campaigns menu in CRM, but can't find there any way to send mail with attachments, for example.
Do credits entered in QuickBooks, and applied to an invoice, get imported back into ZOHO CRM?
I am in the process of evaluating QuickBooks/ZOHO -- if I input a credit inside QuickBooks against an Invoice that had been created in ZOHO will the credit appear in ZOHO CRM? Michael Kokernak
Can you link Subsidiaries to the Parent Corporation?
I work with thousands of companies that all link to various parent corporations. Does ZOHO have a way to link companies to the parent corporation record? I have looked around and can't find it. I might implement a work around. Michael Kokernak
batchprocessing update
We need to update a few fields periodically. Is there any way I can do another import that will just update certain fields, not completely overwrite existing records? Patrick
I am so confused with all this, please help
I am a small business user in the UK. First of all I just want a simple list of my contacts, not just my customers but my professional contacts, suppliers etc, that I can use to log calls, track emails etc. I am not really that bothered about leads and potentials although I can see how they could come in in the future. I dont understand the accounts customers leads thing. If I add custom fields to leads such as town, village, building name to make it uk based, and click the change in accounts and
Accounts/Companies with Products they make ??
I have Accounts/Companies. I need to add "products" to the account/company who is making/trading products, like Vegetable Company & Co Broadway 100 New York NY 12345 with (sub) form of the products like Tomatoes,Ananas,Apples,etc if possible from the already present Tab/Products Can that be done,how ?, would be great for me and tentousand others !!! William
web-to-lead and special characters
Hi, In my web-to-lead forms, when a user enters text into a text field any special characters such as an apostrophe, the content after that special character is not passed into the Zoho database. Any reason/ solution for this? Thanks, Dustin
When editing a potential's stage, modifications to stages are not reflected. (New Edition)
In the "New Edition" of Zoho CRM. When I go to edit a Potential's stage, I click edit, which reveals the drop-down of stage options. However, there are two problems: 1. Stages I have created beyond the defaults appear in the drop-down as blank. 2. Stages whose names I have modified appear with their default values. (See first screenshot.) Exception: the current stage is reflected correctly. This problem does not appear when editing Potentials in the "Old Version" (See second attached screenshot.)
Sending form data to CRM and email from SUBMIT
When a user clicks submit I would like to use the web-to lead function of Zoho CRM but also have the form info sent to a specified email. How can I tell a form to do both? The reason for this is because the Web-to-Lead form only collects limited information but I need more information from my leads. This way I could have the lead go to my CRM and look in my inbox for the additional info.
zoho form
on form submit how to send data from the website in to zoho application..?? Thanks
Insert into Leads then Send Auto Response ASP.NET
Hi, I am able to insert data into leads from my ASP.NET application http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&ticket=XXX&apikey=XXX&xmldata=XXX As soon as I add a new lead I need to send auto response emails (that were created in Zoho using the Auto Response Rules for Web to Lead ) to both lead owner and lead (customer). I looked around the API but couldn't find anything. Can anyone please let me know if this is possible. I can send emails seperately from my ASP.NET using
Zoho Crm and Zoho & Zoho Creator
I want to build a Commercial Real Estate CRM and can use Zoho CRM but need to add Real Estate Specific Fields Tabs , Forms and Views. Can I do this using Zoho Crm or will I need to use creator to do this?
Grouping Leads in different groups
Can I make different "Groups" for different types of leads?
Leads converting to Potentials, Accounts and Contacts - I only want Potentials
All I want in my Tabs are Leads, Clients (converted leads), Contact (non-client contacts). However, when I convert a Lead, it converts to Accounts, Potentials (my Clients tab), and Contacts. Is there a way to just make it go to Potentials (and maybe Accounts)? Thanks Damien
List Price issue
I really don't like this list price/unit price garbage since they don't reflect what the natural meanings are for US users. List price is the price that a manufacturer suggests people charge as in MSRP. Nobody actually charges this price and fewer then nobody wants to pay it. But I digress. I'm importing products for my 3rd time and there is no place to import a list price in my form. Unit price is there but no list price. I go to create new product and there's no field for list price there
exporting account information associated with CONTACTS
I am trying to export my contacts to a spreadsheet so that I can share it with a third party that provides our company with Net Promoter Scoring for customer service. The export view for contacts doesn't provide company address or any options for custom fields for this report. I remember seeing this posted 4 years ago and can't understand why the contacts address can't be included in an export report. Couldn't find anything in the CRM help center. Ken
Looking for ZOHO developers to work on an integration for outside support application. (JIRA)
If you are interested, please contact me with your experience, rates, etc. Joseph Gresia Sr. VP of Business Development 225 Broadway Suite 1600 New York, NY 1007 (O) 212-766-8047 (M) 917-567-2388 www.FIXflyer.com
Problem with getRecords
Hi, I use the Events table in Zoho CRM, and when I tried to get all the records, the response from zoho is: - <row no="1"> <FL val="ACTIVITYID">413501000000143001</FL> <FL val="SMOWNERID">413501000000045003</FL> - <FL val="Event Owner"> - <![CDATA[ Cytlalli Ibañez ]]> </FL> - <FL val="Subject"> - <![CDATA[ Test daniel ]]> </FL> - <FL val="Start DateTime"> - <![CDATA[ 2011-08-24 14:00:00 ]]> </FL> - <FL val="CONTACTID"> - <![CDATA[ 413501000000087011 ]]> </FL> - <FL val="Contact Name">
How to insert images ?
Hi, I would like to know the best way to insert product image in the Sales Order template. Many thanks, Sil
Event Notification
I apologize if this post has been repeated. I attempted to publish earlier; and I don't believe it worked properly. I was wondering if there is a way to have a recipient of an event notification reply that they will or will not be attending. Thank you in advance for your assistance.
make a change to custom view
I created a custom view, but would like to change it slightly....how can I do that?
Formula field: do we have if...else..
Wondering is that any way to use if...else..., Also: if (a>b and a>c) then... returns a value, say: oldest.
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