How to delete a Forecast
I want to delete my Q2 2015 forecast and make a new one. How can I do this?
Invoice tax and total without tax values
Dear Zoho CRM Team, As far as i can see, very, very old problem is still here: 1. We have an invoice with taxable products 2. Taxes for products are calculated/recalculated correctly nowadays 3. However, i can't see any way to have * sum of all taxes in a variable * sum of all products prices without taxes In many countries it necessary to create invoices like: 1. Product1 | price without tax | quantity | tax | sum as price with tax * quantity 2. Product2 | price without tax | quantity
Changing stages doesn't change probability in a potential
If I change the stage of a potential, the probability doesn't always change so it screws up my reports. Is there some sort of setting involved?
Display Records from another table
I import data into 4 tables. The 4 tables have a common field named "BEN". When I am viewing a certain record in the "LEADS" table (which could be considered as the parent), I want to see the records in table #2 that has the same BEN; in the next section I want to see the records in table #3 that has the same BEN; in the next section I want to see the records in table #4 that has the same BEN. How can this be accomplished?
Help Documentation is Misleading
Hi, Just a quick FYI on the help doc for Webhooks, since the ticket & apikey is depreciated this page should be updated. Also could someone clarify how many fields I can push to ZCreator from CRM(Enterprise Edition)? Thanks, Damien Cregan Hire an Expert
Emails sent via Gmail not appearing in Zoho CRM Contact
So I have my business Gmail and Zoho CRM linked so that anything sent or received through one, will appear in the other. The only problem is that when I send an email through Gmail to a contact, it doesn't appear in the email records of the contact on Zoho CRM. And when I send an email to a contact via Zoho CRM, it appears in the Sent box in Gmail. Receiving email through either always appears in both. Can anyone help explain the issue?
Googe sync deleted all my zoho contacts - HELP!!!
I have used a 1-Way sync for years - Zoho CRM Contacts to Google Contacts. It appeared, however, that when a zoho contact was reassigned or deleted that they stayed in Google, ballooning my Google contact list. Yesterday, therefore, I changed the sync to 2 Way Sync, where Zoho CRM contact will overwrite the Google contact. In preparation for the sync, I deleted all the contacts in Google. When the sync happened this morning, 3 new contacts I had added yesterday appeared in Google. Every other of
Export
Bonjour, J'essais d'exporter des datas dans un fichier excel. Bien que le fichier créé indique un volume x il n'y a aucun data qui s'affiche. J'utilise excel 2013 Merci, Jacques
My employees cannot see the leads
Hi - my employees are unable to see the leads I have created. The only way they can see a lead is if they are the owner. If I check the permissions it says they should be able to see and edit leads. Can you please help Thank you Barbara
RULES
Hi Im battling with setting up rules on the CRM
Replace one field with data from another
I created a field for Opportunity Value and did our import, then realizing their is mandatory amount value. Is there a way to take all the custom deal values I have and move them to amount?
zoho unable to print
I have done a search through zoho tasks and i have gone to press the print button but nothing is happening - why could this be?
Upgrading
Hi, We have a new sales agent and we would like her to be able to automate the email sending to leads. is it possible to upgrade only one user to Enterprise?
Wich CRM version is required to register products and send quotes?
I try one version and I was quoting, but it expire, So I need to upgrade and pay that one today to send quotes to my clients. to which version should I upgrade?
Standard + Products would be ideal
For my application, the Standard version is perfect except, I also need products (or the ability to create a custom object that would be like Products). The Professional Edition has a lot of great features I just don't need. Any ideas or options?
Missing Plug-in
Hi - each time I try to copy my signature into my profile it says "missing plug in" and it will not show our logo in the signature. Can you please let me know how to solve this? Thank you Barbara
Custom Field
Hello, A Custom Field was added by the Admin. The Custom Field is mark for Show to all users, but only the Admin can see. Anyone can help us? Regards.
Show Sales Order in Potential sidebar
Hi, is there a way to show the related Sales Orders in the right Sidebar under Quick Links? The attached contacts and tasks are there but not the linked Sales Orders. Thanks!
Outlook Tasks Due Date Not Syncing
When I remove a due date from a task in Outlook it does not remove it in the CRM interface. I can add tasks and it includes the due date. If I change the due date in Zoho it changes it in Outlook. This is frustrating. Am I doing something wrong or is it a bug?
Inventory item NOT marked 'taxable' but still contributes to taxable subtotal on invoice
Hi - I've unchecked the 'taxable' box for an inventory shipping item which is not taxable, however, it is always added to the taxable amount. This did not used to occur, only when recent inventory changes were made to Zoho. Any way to fix this? Thanks! Neal
Account Business Cards
I love the business card feature in the Contacts/Leads sections because it helps me visualize the people I contact. Could you please do the same thing for Accounts. Instead of having someone's photo in the business card, you could put in the customer's corporate logo. Even if you were just able to make available a custom field for images, it would help connect the account and their branding. Ron Jamieson HIRE GRAY MATTER
Grouping
In my contact list i have few contact the i want to group together , i.e by family this means that i have the family name as a group contact and underused that i have each family member , thank you
NOTES TO KEEP INFO
We are a Business to customer tax service which means that we prepare the customers report once a year. The question is, in order to work right and efficiently, we are documenting all our contact with the customer in the notes module. We found out that the notes in the Contact module and the Potential module do not synchronize and I don't understand why? What is the right module to use in order to capture the customers info? If there are existing notes in both modules (contact a and potentials)
Sort by events, activites, calls, emails
Hi, can I sort the datebase by such parametrs (not parametrs from contact information)?
Insert records through JSON
Hi I just started using ZOHO CRM API. It is mentioned in the API that records can be inserted into ZOHO CRM module using the below url in xml format https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data But I want to insert records through JSON format and I am using Java. Can anyone tell me how can I achieve this? Is this possible Thanks in advance...
Notification for new email to other users / leads
Hi there, we've set up pop3 email accounts for both my employee & myself so that we have full email integration between Zoho & Outlook. I can clearly see that if I click on the Emails tab, I can see all my emails there - same for my employee. I can also see all emails associated to a lead being listed under the lead page. However, I'd like to know if there is a way for me to be notified of each email my employee receives that is associated to a lead - at the moment, the only way for me to do so is
Outlook plugin link
Hello, I have been evaluating the standard edition, and I should have access to the Outlook plugin, but I do not find it anywhere. Would you renew my trial period and give me access to the plugin?
Personalizar formato fecha-hora
Hola, En tareas, generé un campo personalizado con el formato fecha-hora, para que el vendedor registre la hora exacta en la que inicia la actividad y la hora en que la termina, pero una vez que el vendedor está haciendo el registro de la tarea, solo permite registrar la hora en intervalos de 30 minutos, ¿cómo puedo personalizar el campo para que me permita el registro de horas y minutos exactos, ejemplo 15:12? o en su defecto ¿qué formato de campo personalizado debo utilizar?
How to find the number of days until a specific date
How would I be able to show the number of days until a specific date. The date im trying to base this on is imported with leads into the CRM. (the date format being imported is 04/30/2015) For example: I have a lead imported with an end date of 04/30/2015. I would like to show the number of days remaining until that end date and would also like for it to be dynamic as the end date gets closer. I have never tried working with formulas in zoho but being an extremely techy guy, I feel like my pride
Show birthdays on calendar?
I have added a few contacts and added birthdays. I have also added ZohoCRM to my calendar. I have other items showing up on the calendar from the CRM but I do not see birthdays. Is there a way to get birthdays to show up? I'd hate to have to add them to the contact then have to add them to the calendar. Seems counter-intuitive. Thank you!
Exporting Contacts
I want to export the contacts under my “Donors” view. I do not see a way to do this. Is ZOHO CRM capable of this?
Custom Function to block creation of an Activity -> Task
Dear, I need a code template to create a custom function that meets the following criteria: When creating an Activity -> Task, is validated the value entered in the date field if the date entered is not less than the current date (-2 days). If you are under, prevent the creation of the Task.
Case notes by time
Hi, I am trying to set up a system on the CRM so that I can add a time element to a task e.g 20 mins phone call, 5 minutes email etc etc. I have tried a custom field date and time and it only gives me 30 minute slots. is there a way of recording every minute and then capturing a running total of time spent on a case ? cheers
history?
how do I add a history or a prolonged comment, or maybe a click and paste of prior email to an account or contact? cant figure it out but am new....
More than one CRM Calendar
I have more than one Google Calendar in google account, can I sync both of them? Can I have more than one Zoho CRM calendar per user? Like one for medical appointments, another for business appointments?
images missing in templates
Hello Support, As of recently I am not able to print my logo into my invoice template anymore. I am still using the same template as I always did, which has been working all this time. Are you able to help me fix this? Please also see uploaded screen shots of the template itself as well as the preview of the template when using it to print an invoice.
Branding mail sent out with company name versus personal name.
Sending emails to people - would like the name of my company e.g. ABC Company to show up in their incoming box versus my personal name. It is a better identifier to them as to who is contacting them. How do we add/modify this in our account. They know ABC Company but they don't know Joe Somebody who works there. Example: Emails have been set up as joe@abccompany.com When they arrive at their destination ... it shows the incoming mail as Joe Somebody - joe@abccompany.com I would like their incoming
Cannot Find Google Apps feature in Setup
Hi Guys, I am trying to integrate google calendar yet I cannot find the google app feature in the setup page under apps and other apps and add ons. Any idea why? Cheers
Attaching a document to an Account
I created my account a few days account and then imported into my accounts page. I then went into docs and created a folder called proposals. I uploaded a pdf to this folder. When I go in to Account > Attachments > Zoho Docs and attach the document to the account, nothing happens. I tried refreshing the screen and adding it multiple times but the document never shows up under attachments. I have tried this with several accounts and I cannot get one to stick to an account. Anyone know what I might
Why I'm seeing theese labels
Dear, In the CRM screens I see function names instead of labels as pictured below next to the big red arrows. Can you help me to find what settings should I take to get back to properly view the application. I'm using Windows 7 Professional SP1 64bit, Google Chrome Version 41.0.2272.118 m (64-bit) Thank you Carlos Joviano
Next Page