Connecting Microsoft Navision with ZoHo CRM
Hello, is there anybody who has successfully connected Microsoft Navision with ZoHo CRM? I just want to match basic user data in the first step. I´m happy about any feedback of a best practise. Thanks, Frank
Send reports our though the scheduler in pdf
I have some reports that are automatically sent out using the report scheduler. They are always sent out in an excel format by default. When received, the formatting is poor and they need to be reformatted before people can view them. I would like to be able to send them in pdf so they are easier to view.
showing different language
I want use English. But still showing Korean on Call type. Unable to change from my side, even I try to change
Zoho is running very slowly
I can't access Zoho CRM today and Creator is very slow too. What's up?
Automated lead tasks
When I convert a lead to a contact, why don't the lead associated tasks go away?
Insufficient Privileges error in Email Notification Links
Our install team receives an automated email notification every time a salesperson enters a new job as sold within Zoho. That team member can then click on the contact name link and review the job details. Recently, one of our install team members has been getting an "insufficient privileges" error when he clicks on the Zoho contact link within the email. He is, however, able to get into Zoho directly and view the contact. I am the admin and have not made any data sharing changes. Any ideas what
How should I record the status of a project?
Hi have a Will writing company and managing the document workflow is difficult and so I am looking at joining Zoho to manage all this and everything else we need for our company such as emailing, document templates etc. Currently I am within their 2 week trial phase and once I'm sure this will do what I want I'll subscribe and then pay someone to tailor the platform for our needs. My question for now though is how is it best for me to manage the 'Project' of where we are at within the different
Need help creating formula field in tasks using Zoho CRM Pro.
I'm using Zoho CRM Pro and am trying to build a formula field (Let's Call it Field "B") in Tasks that will copy value from an existing task field (Let's call it Field A) to the new field I am creating (Field "B") if certain a certain value is in task field "C". Is this possible?
Workflow and email to Lead
Hi How can we send automatic emails to a Lead for example ? Thnak you for registaring, please find the info you requested....". I would assume this coulb be done via workflow, but I was not able to configure the "Send to" field (only user, or role available, or hard coding...) Thanks in advance
How to add name to account mangers list when creating new leads
any help would be greatly appreciated
Email Confusion
Evening all I have just signed up to Zoho CRM and I have, I think, integrated my PoP3 email, however, I'm somewhat confused as to which email system I should use in the CRM as there seems to be a few ways to do the same thing. For example I can email a lead/contact from directly in their data record - this then saves the email in their record so I can see what I have sent - so this is good. I also had another button on the menu bar that when clicked it opened a web based looking client. When I
Mail Magnet - in Zoho CRM
Hi all I have just signed up so this may be a simply question for you all. If I receive an email into the 'Mail Magnet' - how do I save it against the lead and/or contact? The email was not generated from within the CRM it has comes straight from the client. I have set up email integration. Many thanks Tony
Leads Reports
How do I keep a constant calculation of the number of leads received over a set period of time? Currently I have noticed that each time a report is pulled on an historical period of time the report output changes if the leads between report requests have been converted. This means that historical comparisons of leads received and converted can not be calculated accurately. Please advise if I am looking at the incorrect leads report or if there is a specific selection which will allocate a count record
ZOHO CRM integration with XERO
Will this be available soon?
Formula function - get Quarter number for a year
It will be nice that the "DateTime" function section has something like: Quarter(${Potential.Closing Date}) so can return 1,or 2, or 3, or 4, or empty. In that way, I can create a report to see the quarterly sales information.
Mail Merge- how to include a field only if it is not empty?
When doing a mail merge with multiple leads, is there a way of making it so if a selected field is empty, it does not insert anything onto the letter? For example, I want to include the Lead Salutation, but for some of my leads this field is empty. If I include it in the merge, for any leads that do not have a salutation entered, '<Leads_Salutation>' still appears after the merge. Is there a way to remedy this? Thanks
Mail Merge Does not retain margins and tabs
Has anyone had this problem or am I doing something wrong? I create a mail merge template with margins, fonts and tabs unique to the document When I go to contacts and perform the mail merge the resulting initial view of the document is fine. However when I go to preview or print or edit the merged document all the fonts, margins and tabs revert back to a system default. So I have to fix the margins etc. I cannot seem to find this system default definition in order to change it even though that
Please help numbers overturnd
Hi we have a problem in the Hebrew version. the phone numbers is overturns and it is affecting our work we need help a immediately Tnx Mika
Setting a Closing Month and Closing Quarter
I would like to add 2 fields to the Opportunities form. Closing Month Closing Quarter I would like these to be automatically set based on the Closing Date. So if Closing Date = 11/14/15, the Closing Month would = November, and Closing Quarter = Q415 I tried to use the getMonth field but it does not seem to be working. I also want the field to return 'November', rather than '11'. Can someone help?
Workflow
Can I create a workflow rule to add a product to an account?
See all web visits in visit tab
How can I configure Sales IQ so that I see all the visits (not just known visitors) in the CRM Visits tab?
Inserting fields
Robert, Thank you for contacting us. We assume that you are referring to the Mail Merge feature in Zoho CRM. You need to follow the below steps to Mail This makes sense, but what I need to be able to do is create a standard document and merge a record without having to create interest fields every time I send a letter. Moreover I am trying to create a document that automatically triggers a task of sending that letter when fields are changed within a record. I am sorry if I am not responding correctly,
How can I customize which fields are shown when I choose "Leads" and a list of them shows up?
Hi, I am new to Zoho CRM and so far I am enjoying how customizable it is. However I need to see different fields in the list I get when I choose the Leads module. I found a lot of information on how to customize fields when I open one lead but I need to customize the list of leads. How can I do this? Thanks André
Round Robin Lead assignment
I am looking for someone that can help me figure out how to weight the leads. Example: I have 20 salesmen and I would like to assign different amounts to them. salesman 1 = 20% salesman 2 = 12.5% salesmen 3 = 12.5 % salesmen 4 = 15% salesman 5 = 3% Etc etc. please feel free to email me at john@discountforklift.us
problem with the email quick actions
The limit for sending email by quick actions on the CRM is for all the users per organization? I have eight users; sometimes I can send e'mails by quick actions, sometimes not, also sometimes when I attached pictures, the destinatary don't receive it and also it doesn't appear on the customer card on the CRM, sometimes the action is cancelled for time out. I am using quick actions because it's registered on the audit log and the boss of the company is the form that he control the actions on the
PROBLEM WITH THE FORECAST
I HAVE THREE COMPANIES ON CRM, AND THE FORECAST FOR OCTOBER HAS A PROBLEM. THE ACHIEVE QUANTITY DON'T TOTALIZE; WHEN WE SEE EACH SALES PERSON, IT'S DIFFERENT. I WAS IN A REMOTE SESSION WITH THE SUPPORT AND AFTER TWO HOURS HE DISCONNECTED AND NO SOLUTION. NOBODY CAN SAY TO ME WHAT IS THE PROBLEM . I AM ATTACHING THE PRINT SCREEN FOR THE THREE COMPANIES
Data export
I have a question before i continue work with zoho. Is it possible to expprt data from zoho. There is many answers how i can import but no info about export. Cause during trial i see that function is very limited. There is limit for amount and quality is awful, everything goes in csv and each acount goes in one cell what makes this file meaningless. I need this function to creat a list for mailing campaigns in service provider i work and am very satisfied with personalised service.
Price Book Volume Discounts not getting applied
Has anyone been able to successfully setup volume discounts based on the Flat rate and have Zoho apply this automatically to a quote? I setup a Price Book/Discount with various % discounts for different volumes of quantity. I assoicated this with a Product, and then created a quote for that product. Zoho copies over my discount table in the quote but does not automatically figure out the % discount to apploy based on the volume. Is this what it should do? Why can it not automatically apply the
Why won't my Booking Details show in my Email Templates?
Hi I'm putting together a confirmation email template which tells my customer exactly what they've ordered it and when it will be delivered etc... However, I am struggling to get the template to pull certain information when going through the automations. The contact first-name code - ${Lookup:Contact Name.First Name} - is putting in their whole name instead of just their first, and we cant figure out why. Any help would be greatly appreciated Dale
Contact Report
I inadvertantly deleted a Contact Report, anyway to bring that back?
Business works BTB & BTC
I have a financial planning firm that works BOTH business-to-business and business-to-consumer. For instance, we help businesses establish pension plans, key person insurance arrangements and the like. We also work with individuals with their retirement plans, investments, etc. Within Zoho, I am under the impression that the system can be structured as Either BTB or BTC. What I want to know is (1) can it do both?, and if so (2) how? Thanks, Bruce
Imports - what does this mean?
Do I need to have every field represented in the csv? Where does it allow you to sync up the fields from csv to the fields created in a lead file? Still playing around with the trial format and need to talk to someone at the company but hoping to schedule that for later.
Viewing on Texas Leads
I have 7000 leads in my database. I want to view only the leads that have the State listed as Texas. I can sort them, but then I have to scroll down to them. How can I refine my list to show only my Texas leads?
sending email from opurtunities
Hi, When i'm on one opurtunities, and i want to send an email. the box is open but i can't write. sometimes i just can enter the object but nothing else. And if i choose a model of mail nothing happened ! please help me ! TX claudine
IP Allowed
Hi, I need configure trusted IPs from which the users can be accessed. This link https://www.zoho.com/crm/help/security/allowed-ips.html explains how to set up, but my instance of Zoho does not have this option. The functionality, are there more? Thank & regards
Zoho and Accounting (Xero) integration: Webinar on 4th Nov
Hi all, We are conducting a webinar specifically for Zoho-CRM users on 4th Nov. Topic: Increase sales efficiency with Zoho-CRM & Accounting Please register for the webinar here. [Limited seats] At the end, we may also provide a 5 min demo of the upcoming features in Zoho-Xero integration by Pipemonk. PS.: Sorry, if I'm spamming here. I thought that webinar could be a learning opportunity to some Zoho-CRM users who want to integrate accounting apps. Thanks, Rakesh
Use of Related List
Can you please elaborate more on how a related list is use for, is there an example can share? Pls advise.
Notes module not accessible?
(omitting API Key and TicketID): http://crm.zoho.com/crm/private/xml/Notes/getAllSearchRecords?apikey=[API Key]&ticket=[Ticket]&searchWord=132749000000066170 I get the following result: <response> Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values </response>Even if I change the searchWord to a word we have in our note title or description, we still get the same result. I noticed that Notes is excluded from FIELD LEVEL SECURITY.
cannot edit fields
We've taken out a trial of Zoho CRM. I've used Zoho CRM before and on the other site I could always goto Setup/fields and I'd have an edit button beside each field. But with the new site I don't. I thought it would be a permissions issue, but I'm logged in as super administrator, and I can find no permission that changes this. I also thought it may be because of being a trial, but the first 15 days of a trial are the ultimate version, so Im thinking this is not the reason. Is there a permission I'm
How can I tell if the people I have invited to a meeting have accepted or not?
When i open the calendar item that I have created in Zoho, I can't see a list of the people I have invited, nor and indication of whether they have accepted or not. 1.) Is there somewhere else that I can see this? 2.) I have this 2 way synced with Google Apps and despite one of the participants having accepted the invitation, it is not showing up there. Am I missing something, or is this really a feature that Zoho does not have?
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