Associate a product with tax within the Product Details section
I am finding that even though we are checking an item as "not taxable" it is still calculating tax for the entire subtotal. Since it seems there is rarely a way to fix something "at this time" I am trying to figure out how to make each item/product associate with a tax amount (there is a column in product details for itemized "tax amount") and then I just would not associate the non-taxable items to any tax, so they wouldn't calculate. Has anyone else figured out a way to NOT have specific items
Help With User Roles & Permission
Please see my video on the problem: https://www.youtube.com/watch?v=LqHwBjbOsP4 Thank you very much! ~ JB
Filtering Related Lists in Potentials
We sell through resellers and as such we have a large number of potentials listed under one account. We would prefer not having to create a new account under this parent and then list the potentials under the child account because our closure rate is about 30% so 70% of the accounts within Zoho would end up being inactive. A simple solution to this and other issues when viewing potentials and contacts within an account is to add the same filtering that is available under potentials and contacts
Calls disappear
Hi I wondering why when I click on any lead, the calls done before are not appearing any more as one of the details of the lead? I can't go to check any description or note that I left for myself about older calls done to that specific lead. I didn't change anything, this morning they were there but suddenly they disappear while I was working. What happened? Help.
Notifying multiple people when a new Webform Lead is created and pending approval
We have a webform that submits a lead into the CRM. We also have a workflow rule that is setup to notify additional people when the lead is created, but its not performing the extra notification until the lead has been approved. When the lead is first submitted from the website its goes into the needing approval section and it appears that the workflow rules do not run when a lead is at this status? We need a way to notify multiple people when a new Webform lead has been created and is waiting approval
LinkedIn URL in Contact form
Hi there, Is there a way to store a Contact's LinkedIn URL on the Zoho Contact? I don't need anything fancy, just a field to copy and paste the Contact's LinkedIn Profile to a field. Ideally it would be a URL field so that the user can click right through to the LinkedIn Page from within Zoho CRM. Many thanks in advance for your replies
Automated task for workflow rule not working
I have set a workflow rule conditioned on lead source to then create a call task for trigger date +1. I have imported about 50 leads and I cannot understand why the task has not been created for them. I am sure the task is associated to the workflow rule. Any suggestions as to why this is not working?
Private medical clinic: best way to use CRM?
Thanks for reading. I'm new to CRM. We currently use a Google Calendar to book appointments (this is the sale) but we don't generally track where leads come from, hence we are looking at Zoho CRM. Our leads come from our online contact form, online booking form, direct email, and calls. I appreciate how online contact forms and booking forms can be easily integrated into Zoho, but how about customers that book through direct email and by phone that just book an appointment? I would like the simplest
Form does not post into my Leads area
I created a sign-up form at http://www.amemoryjog.com/Download-Password-Management-App-iPhone.aspx. It allows the user to enter their email, first name and last name. It should submit their information into my leads section of Zoho CRM and then send the user a thank you email. It does not seem to add the lead and does not send the thank you email. Am I doing something wrong?
Excellent comparison - Zoho Vs Nimble Vs Insightly
Excellent comparison on best fits for small businesses. Drop your comments here.Comparison matrix
Outlook Plug-in - Username and password not recognized
Hi - Tried to login multiple times. Plug-in doesn't recognize my username and password.
Zoho CRM - Plugin for Outlook (better integration)
Hi Zoho CRM, I'd love to see some more development on the Zoho CRM Plugin for Outlook. Most businesses are using Outlook and I think there could be some more development to make adding emails from Outlook better. Maybe a tighter Integration with Outlook? I love Zoho CRM and its by far the best value for money out there, especially with syncing with Campaigns. Thanks, David
how do i implement the following usecase
hello, i would like to know if and how i can implement the following Usecase in zoho crm: every month we sell to each of our thousands of customers a number of products. we would like to add to a Contact six new fields representing the concret number of sold products for each of the past six months: for example: Contact: lastMonth: 1, Month-2: 6, Month-3: 8, Month-4: 9, Month-5: 6, Month-6: 5 on every start of a new month we calculate and sync from our system the new numbers to zoho-crm. if a Contacts'
Phonebridge Twilio not working at all
I have configured my CRM account to use Twilio for Phonebridge, but I am unable to make any call or receive any calls. I have configured the integration correctly, verifying within Twilio that Zoho CRM has registered their URL REST endpoint with my Twilio number. I have set up the number within my CRM but whenever I attempt to call the number or make an outgoing call, I get the same response, "Your call cannot be complete", which is what is specified by Zoho as evidenced by this output when I bring
notification feed
I am able to see others notifications on the feed. Is it possible for this to show my own actions as well?
Sync for Outlook 2010
Where is the plug-in? I'm in SETUP --> APPS & ADD-ONS --> OTHER APPS, and there's only Mobile Apps. Where I can get the plugin? My Outlook is 2010 64 bits, on Windows 7. Regards
Compatible with Outlook
Hello, Is Zoho compatible with Outlook? thanks.
Overwrite Import Error
I have a file that I am trying to do an import using overwrite. I imported with the overwrite option. It is telling me it skipped over 90% of the accounts. I am getting this error; Permission denied, record owned by another user I have never had an issue before, I use this to queue up calling data for views. I will not own the records, as I am the admin. please advise, I need this to have my reps follow up....... Leah Edwards
Website Contact Form Cannot be Found in Zoho CRM
It's on my website, but I cannot find it in Zoho CRM>website integration>web forms. I tried conducting a 'test' by completing the form and 'sending'; a blue host message appeared saying that "the website you are trying to reach is temporarily unavailable - please check back soon" it asks if you want to log in, and when you click on this link it takes you to blue host. www.mobilewirx.com Please advise.
Web form collect IP address
I am using Zoho web form in existing Word Press site to create Leads in Zoho CRM. Works great! I now want to capture the IP Address of the user who submits the Contact form. How is this possible? Thanks, Dennis
When we be able to embed Utube videos in our email Templates?
We do many system demo's and I would love to embed them like I do on Linkedin.
Error 4600 - When Inserting Leads to our Zoho Account via CRMAPI
I am using VBScript as my programming environment and using Msxml2.ServerXMLHTTP to send request for insertion from within the server using a background task. Here's my code: Dim xmlHTTP, strResponse Dim oXMLDoc Set oXMLDoc = CreateObject("MSXML2.DOMDocument") SET xmlHTTP = CreateObject ("Msxml2.ServerXMLHTTP") Dim lResolve, lConnect, lSend, lReceive lResolve = 10000 lConnect = 10000 lSend = 30000 lReceive = 0 xmlhttp.setTimeouts lResolve, lConnect, lSend, lReceive '1. Inserting New Lead Fails:
Pop up task reminder
Hello, When I create a task I usually chose "pop up" to remind me not email. BUT : as I have many task reminders, zoho opens individual windows that take a lot a time to close them individually as I do not have time to process them all. Not possible to gather in one windows with all overdue task inside ? thanks. Nono
Activity logged via mobile not showing up in audit log
When I log a call or put in an event on the mobile app (Droid Razr X) it doesn't show up in the activity log. I have reps reporting the same thing too. Help!
Logging scheduled calls
How do I log a call that has been scheduled? If I schedule a call for let's say tomorrow - and then finish this call - how do I get it from "open activities" to "closed activities"? John.
Product Description Printing twice on quotes
Problem is the product description is printing 2 times on my quotes. I've tried printing older quotes and it works fine. I've tried using an older part number on the new quote and it does work correctly. See attached sample. Ideas?
Role-Based Access Controls (RBAC) for Users
I'll try to keep this very simple, because I'm sure the answer is just the same. Thank you for the help in advance. I am not a novice user, just new to Zoho and its architecture. Nevertheless, my problem is that I have, for discussion purposes, 15 licenses for 3 different businesses. Leads have custom fields for some business that are not relevant or applicable to another (if those lead fields cannot be hidden / restricted to specific roles then so be it). Specifically, the breakdown is: Digital
IMAP Emails Rejected
My IMAP emails are being rejected by Gmail and Hotmail servers. It looks like there is a problem with sending it through the CRM. Anyone having problems with this? SNT004-MC3F32.hotmail.com rejected your message to the following email addresses: BJ@Hotmail.com A problem occurred while delivering your message to this email address. Try sending your message again. If the problem continues, please contact your email admin. SNT004-MC3F32.hotmail.com gave this error: Requested action not taken: mailbox
email verification for account set up
I have logged in several times and keep getting the message that my email addresses is not confirmed and that I should send a new confirmation request or the account will be deleted. I have check all spam filters and junk email and to date have not received a confirmation email from Zoho. Can you help with this.
How do I set the output of zoho.currentdate?
Hi, I have a custom function to create an invoice. However I can't set my invoice due date. I'm using "zoho.currentdate" which outputs 22-Feb-2015 but I need it in format of 02/22/2015 Anybody have any idea how I can do this? thanks
How can I keep tabs on my accounts sales please, other than creating on going tasks
I want to be able to find out where my currents accounts are in relation to sales orders ? Can you suggest the best way of doing this so that I can create a system that flags up every 1 month, 2 weeks etc ??
We've Moved!
Hi everyone, Just a quick question, we have recently moved and i need to change our address, is there a way i can do this once, not several times for invoice/purchase orders/quotes etc. I did have a bit of a look in the set up section, but didnt want to mess with anything. Thanks in advance!
Multiple e-mails for one account or lead
Can you have multiple contacts associated with a lead or account and will zoho capture all the e-mails that are sent to those e-mails under the company they are associated with?
Approval Notification Question
When our Sales Engineers want to change an account rank, their Regional Sales Manager (RSM) is required to approve it. So, I decided to test the approval process in Zoho. First some background: We have three Regional Sales Managers (East, Central and West), each of whom have 6 to 7 Sales Engineers that report to them. Within Zoho, I have the set up the roles for Sales Engineers-East (Central or West), along with roles for RSM-East (Central or West), so the Sales Engineers report up to their respective
Having trouble importing invoice through api
I am trying to send a invoice information to my ZohoCRM account through API but I am getting the error code 4401 - (Unable to populate data, please check if mandatory value is entered correctly.) Do you see any thing in this code that hinder it come going through? https://crm.zoho.com/crm/private/xml/Invoices/insertRecords?authtoken=4c61f5550270ef2491ab91437b151896&scope=crmapi&newFormat=1&xmlData=<Invoices><row no="1"> < FL val="Account Name">Aaron Nurse</FL> <FL val="Subject">Zillium - SO</FL><FL
Can already existing field be updated/changed ?
Hello, I would like to know if I can change an already existing field : - change the field for small area text to large area text ? - already existing field is available for leads, can I make it available for account and potentials as well ? Thx Marc.
Notes field missing when opening a lead
Hi guys, the notes box under a lead where you can leave a note with updates seems to have disappeared since yesterday! Any suggestions? Thanks in advance
mass emailing - you have to be kidding me !
Okay - I am going to assume I am not the only one to come up with this. ZohoCRM has been around quite a while and I am astonished why these things have not been addressed. Here goes: No particular order: specific to mass emails. I have 7K worth of contacts and I need to email a subscribed newsletter to them (ie. they subscribed for it). 1. You cannot create a view to say search all contacts with a specific account type eg (Newsletter Only). 2. In order to do this - you have to do a manual criteria
Associate emails from same address with different leads
Is there any way to associate emails from the same email address with different leads? Our business scenario is this: We work with a wedding planner on multiple different leads at the same time. The planner is our contact and therefore, every lead has the same email address. We would like to be able to associate different emails from the planner to the appropriate lead. Salesforce has many apps that accomplish this feature, but I have yet to find anything from Zoho.
Creating tasks on cases - task to someone other than owner
Hi there - I'm just trying to work out how cases work and how the work on them might be assigned out...... here is our scenario Person A enters a case - a client who has complained about a product. Person A wants to assign the resolution of the case to person B When I create a task on a case it seems to be automatically assigned to the case owner (i.e. the person who input it) and this doesn't seem to be changable. Is this correct? Is there a way to link a case to a task and assign it to someone
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