Problem with sync gmil with zoho crm
Hello I m a new user of Professional zoho crm(trial).I want to sync gmail with zoho crm.I have thiw problem: In setup>addons-- not see google apps(only zoho and other apps). What i must do?
Suggestions
I would suggest the ability to preview an email with merge fields before sending. To make sure everything merged correctly. I would also suggest the ability to highlight in the text fields
I can't believe that the information from Potentials or Account won't port over to the Quote
Official day one on Zoho. I'm all excited to start the demonstrations for my sales team to show them how "effortless" the transition will be from Salesforce. Slight hiccup... I go to do a demonstration of creating a Quote and find that the information does not port over from the Potential or Account. In order for me to create a Quote, I have to duplicate all efforts that I already did entering the Potential. So I started "chatting" online with a very nice fellow in India and he confirms that this
How to add cost to a product?
Hi there...in the CRM products, let's say I sell something that costs $100, but my actual cost of that is $85 (15% margin). How can Zoho handle that? What I am seeking is to have a salesperson add in the cost to the customer so that it shows $100 in invoices, etc, but internally, I know that I made $15 in gross margin off of the transaction. Thanks!
Quoting Woes
I am having serious problems with product handling and quoting in Zoho. I have 60,000 individual products that I need to be able to quote. However, I was told by tech support that the only way to do this is to import the products, then create a price book where I will have to insert 60,000 list prices manually. This is ridiculous!!!!!! I do not want or need to use a price book. Even if I did, why can I not import my list price and not manually type in my products by hand. I cannot afford to
Does anybody know why there are duplicate receipts in CRM?
I exported a list of receipts from Zoho Invoice. It showed that there are some duplicate receipts. I went in Zoho CRM and checked, but only saw one receipt. Does anybody know why this is happening?
How to Correctly Add Contact and Lead Form to Website
I am having a website put together by a company. In Zoho CRM I have successfully created a contact and lead form. I have given the web design company the iframe information string of data they need to embed the forms into the website in the appropriate places. Here is what has got me confused and what I think I need help with: It says landing page URL and I have put the URL of my website in this box: https:/mywebsite.com It says also asks to put in landing page URL and I have put the same website
"Formula custom fields not allowed in expression"
I just starting creating reports that I had setup in Sales Force within Zoho. The reports use custom fields which I have created in Zoho and I am using the FORMULA customer field creator. However, none of my formulas are working and I am getting the following error when checking for any SYNTAX errors: "formula custom fields not allowed in expression" I am not familiar with this error and Zoho doesn't provide any specifics to the error. Even the most basic formulas are not working properly. For
Products disappearing from sales orders
We have our web store integrated with Zoho CRM via the API so that when a customer places an order it automatically gets inserted into Zoho as a Sales Order. It's been working fine for many months. The sales order is added to a temporary account and when we process it we create a new account for the customer and move the sales order to that account. Yesterday we began having a problem where when we move the sales order to the new account all of the products in the sales order except for the first
Is there a way to retrieve a deleted lead in Zoho?
I have accidentally deleted a lead in Zoho. Is there a way to retrieve the lead once it has been deleted?
Authentication Failure. Change the user credentials in the Mail settings and re-enable auto fetch
This is the message that appears above my email tab. I haven't been receiving emails since 3/14/14. Has anyone seen this before? Phyllis
Zoho CRM: How do I create a custom field with a pick list?
We are trying to create a new custom field in Leads that identifies the product the lead is interested in but nothing in the Custom Setup allows you to do this. Does the paid version support this capability?
professional version
hello I activated the professional version unintentionally. is possible to return to the previous version? thanks
Repeating value fields
Dear Zoho Team, I'm in the process of customising our Template for Quote/Sale Orders and Invoice and encounter the following problem I use your Merge field value tool to create our own template. However, so far I have not figured out how to make a extendable table, in which the corresponding values are repeated. For example, with your Template, if the number of product is more than one, the fields are repeated and appear as in the picture below whereas in mine, only the first product appears. I know
Does anyone know how to change the "whom to deal" inside the potentials tab?
The thing that i want to cheange is in the red square
Calibri on Mailmerge Templates
Hello. We are trying to create a MailMerge template that we can use for our potential clients. We currently have a template that we do use that wasn't in Zoho previously and we'd like to keep that consistency throughout to give a professional image of ourselves. However, is there a solution so that we can still use Calibri as the font? I can't seen to find anything. Kind Regards Andrew
Contacts in Mobile
How can I make my Phone's Caller ID use the Contacts CRM information? With the app it's not working. Can I use Zoho Mail? If so, what would be the best approach? Thanks! Gery
Formatting Zoho Web Forms
Hi, I'm now to Zoho, but have been involved with web development for a while. Using the web form creator I can produce a very nicely laid out form with the pretty little question marks for the field help that look great in the previews, however when the form gets pulled out of Zoho the question marks get lost and the help text either sits as a mess to the right of the fields or doesn't appear at all. It doesn't seem to matter whether we are using the embedded code, the source or the iFrame code.
Time Zone Auto Assignment - external call?
Hi, We get leads from all over the world. Even within North America it is an issue if we call someone too early, for example. Is there a way to call out through workflow scripts to automatically update a timezone field in Leads based on the City and Country of the Lead?
import activity
Hi Cannot import in activity module a CSV file. I've double checked if all mandatory fieldd are filled and the answer is yes! Tx for your help Herve
impact on stock numbers when a PO and SO are cancelled
I had a customer cancel an order that I'd had to create a PO to fill. create PO increases Qty Ordered create SO increases Qty in demand cancel PO has no impact on Qty Ordered - should decrease this number cancel SO has no impact until it is converted then both Qty in Stock and Qty in Demand are decreased - should only decrease Qty in Demand Am I following the correct steps to cancel both the PO and the SO? Thank you
Related List of a Standard Object
Hi, How can I add a related List of contacts to a potential ? Thank you
Accidentally downgraded Edition - please help
We accidentally downgraded from Professional to Standard (thinking that we were downgrading from Entreprise to Professional), and lost absolutely all info on products, Sales orders, custom reports - which are vital to our business. Is it possible to upgrade and see all the information back ?
Group Tasks by Opportunity / Potential - Create View
Hi, It would be very useful if you could create a view that grouped Tasks/Activities by Opportunity. Please let me know if this is possible. Thanks, -chad
add a component on dashboard error
Hi, I'm trying to add a component on my dashboard for open opportunities. When I select the open opportunities option from the drop down, I get the following error. You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Yet, it does not give me any options to select a grouping. Any help would be appreciated.
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
We do not want a sub profile to have access to Set Up.
We do not want any profile to have access to Set Up, so that the user with that profile is not able to change the settings, like: - Not able to change the logo / theme / organisational details, etc. HOW TO DO THAT....?
Documents synchronisation
Zoho CRM and Zoho Projects have documents. Are they synchronise between each other? If not, how I can organize backup? Should I download both separetly? Thanks in advance.
email alert problem
When i opened my email this morning.. all that appears in my zoho email alerts is the zoho Icon. no note with contact name phone and link to it.
How to restrict login by Ip address for users of Our organization from
How to restrict login by Ip address for users of Our organization from administrator account? Is it possible? Or it's only possible to restrict by user itself one by one?
Is there a basic implementation Plan I can follow???
IIs there a basic implementation Plan I can ollow for Zoho CRM? Thanks for your help!!
Adding products to multiple contacts
I run an events company and I would like to track every event that one of my leads or contacts registers for and attends. I think the best way to do this would be to add a product for that contact for each event they come to. I'm not sure how to automatically add this… Here is the scenario… I have an excel or csv file with all of the registrants for a specific event… with name, address, email, etc. I know how to import these as new leads or contacts, but what I don't know is how to associate
Follow
What is the use of Follow in Creating account? I have created the One new account ,there is one function is FOLLOW ,But i dont know how its working? Please explain to me.
Formula field consisting of Picklist and Currency field values
Hi I have a simple picklist "Installments Opted" with values {1,2,3,4}. I have a Total Fee which is a currency field. I want to create new formula field called "1st Installment Amount" which will be = If (Inst Opted =1, 100, (if (Inst Opted=2), 60, If (Inst Opted)=3,50,40))) I keep getting errors - Either return type error or syntax error. This is such a simple feature but been struggling to get it to work on Zoho I checked the forums, there are some questions that are unanswered for last 7
Column Layout
What is column layout and what is the differnce between one column and Two column?
Column Layout
Hi , What is column layout and what is the difference between one column or two column? There is no difference between these coulmn,I want to know about that.
I am Zoho Challenged, looking for top notch help
Thank you in advance.... I have been working hard and not smart while setting up the CRM. I own a Singles Club, we are B2C. We receive a lead, its called, appointment is set and if sold the lead is now a member. Questions: 1. How do I integrate my submissions form from my website and into leads? Currently it's being sent to my email, and my site was built by a web designer. When I do receive a submission form in my email it says contactus@havemoredates.com, and I have checked for that email
Bad drag and drop response of send_mail function in Custom Functions creation
When I drop the send_mail function in the CRM custom function creator interface, I get a 2 popups saying invalid. I can then no longer edit or submit the form for setting up an email. Tried on both Chrome & Firefox. See error message below: To recreate this error: Goto: https://crm.zoho.com/crm/ShowSetup.do?tab=automate&subTab=workflow Then: 'Custom functions' tab Then choose: 'send_mail' function' click edit (a few times) From the deluge screen you click on the pencil to edit the Sendmail parameters
Updating accounts from an import based on an unique account id
I have a legacy system (no api available) which has active clients in it. The system is really the master for the client list and is used in the company's operation. If a client changes address it is changed in the legacy system. Each client has a unique ID which I have created a field in Zoho CRM to capture it. On the first import of clients I can import them with the ID but is there a way to update them on future imports. I don't want to rely on contact name or company name because if it is
How can I send email from template in FREE edition
Hello.How can I send email from template in FREE ZOHO CRM edition?
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