How to use price books to add discounts automatically?
Hey, I am testing Zoho and I have created a product, which has a flat quantity discount. When I create a quote with a quantity that fits the discount range, the discount is NOT automatically added to the sub total. I am required to type in the discount. What are the price books for then? I want that if the quantity matches a range in the price book, Zoho automatically calculates the discounted price. How can I achieve this?
Mail merge broken on Mac
Hi There, All of my zoho docs mail merge documents appear to have broken. When I merge all I'm left with is a lot of lines of _______ none of the actual data. Any ideas? Alex
Cannot add attachment to a potential
Hi, I am creating potential and then need to upload an attachment for a potential, however system does not give me any option to create new attachment on Potential View screen. Kindly suggest the way to do this. Yashdeep
Set taxable boolean on import
Is it possible to set the product field taxable to true when importing a file?
data base upload problem
cannot import lead from excel database --keeps asking me to check if it is a correct xls etc... file which it is it's derived from large database service? any ideas?
Information missing
Dear guys, Some information in my CRM opportunities are missing. How can I recover them? Eric
Web to Lead - 2 Email Notifications?
Hi, We would like our Web to Lead notification to be sent to 2 email address. One for the account owner (salesperson), and the other to a manager's email address in case the salesperson is out of town, etc. How can we configure this? Thanks, Chris
Auto reply to web to lead
Good Morning Zoho Folks, I currently have a web to lead notification system set up and would like to figure out if its possible to set up a system where when someone fills out our form that they automatically get information about our company, this information would be most beneficial for increasing the customers chance of setting up a meeting with our company. Is this possible with ZOHO CRM? PLease let me know. Thanks David
Contract Renewal Reminder
Hi I love this CRM but I am trying to set some reminders so a customers renewal date is shown. I have made some changes and added a renewal date field in the customer information and changed the tab header to match this. But when viewed on the home page, I cant seem to get the renewal date to show, as this is ver important. Is this possible to do and I would like the next renewal to show first... Thanks
I can not send any mail out.
Dear Sir, Something had happened to my account "petchpengchai@zoho.com" I can not send any mail out of my box. This symthom had happened to me once and you had kindly solved it. Please help me again. And please tell me what should I do to prevent this problem. Best regards, petch
Mapping Fields from Contacts to Accounts
I would like to somehow map fields from contacts to accounts. For example, how ZOHO CRM automatically generates an account when imputing an account name into contacts. I would like this function to also serve other data from contacts, such as Account Website or Account Address. I have those fields in Contacts, but the information does not travel from contacts into their respective account. Example: Contact name - John Doe Account name - Company A Account address - 1 Fake Street Account website -
Day Light Savings Support
Seems, your calendar does not diiferentiate summer / winter timings
how to import "list price" to use the Sales Order module?
Hello, I am trying to use the Sales Order module but there is something unclear to me on how to link a product to different sale prices, any help would be very welcome. I started importing in the Products module my items' list (and the Unit Price=price from the manufacturer) then I tried to set up 3 different Price Books according to the profiles of customers, say Gold Silver Bronze (each of them with different list prices) but I didn't find the field "list price" when importing with the module
Want to send a general email to my contacts
RUSH' RUSH"..... I want to send a general email to my clients using their email in my contact? I have the Option: "Zoho Mail" in my account, does it work to do that? Need some help on how to do it? Thanks.
Accessing Activities CRM API
I would like to pull data from the 'Activities' tab of Zoho CRM. Is there a way to do this (similar to accessing Leads or Users data)?
contacts in multiple organizations
I deal both with unprofessional organizations and businesses. Sometimes a person is a contact for both. What is to organize the database so a person can appear in more that one organization contact list
Quotations and Potentials
Having an issue with the Potentials module, is it possible to increment the total value of the potential when you create quotations for it. It appears that you enter the total for the potential 'free hand' but then if you add quotations to that potential the value of that potential does not increment you have add by hand again!! Is there a setting to change this?
Automation of webinar event pre- and post-processing - How-to?
Hi, we are running webinars regularly to generate leads for our services. Being new to zoho we are trying to get up to speed as fast as possible. I would like to .: register attendees through a web-form .: send an immediate confirmation upon registration .: send a number of reminders (48, 24, 2 hrs) prior to the event .: assign attendees to a follow-up campaign What are the right steps to accomplish this? Is a Webinar an event? Can a visitor register as attendee to an event through a webform? Can
Mailing from outlook (via ZOHO customer email hyperlink) and getting the correspondence to post to the emails in customer's account
How do I save my outlook emails directly to the customer's account, or potentials, etc. We have the outlook plug in, but nowhere can we find how to do this. Please advise.
Parent Companies and Subsidiaries
I have an account that is the parent of a number of subsidaries. I want to be able to enter all the subs in the parent company record. Can this be done and how?' If there are overlapping contacts between the parent and the subsidiaries, what is the best way to enter this information, I believe I read that one contact cannot have multiple accounts associated with it. Thanks
Not able to schedule new task
We have one user that is experiencing problem scheduling a new task. She clicks on new task, the window opens, and when she clicks on the calendar window to open for the future date she tries to select a date and the system kicks her out of scheduling the new task. This is not happening with any other user. Administrator has made no changes to permissions that we can discern.
Best way to import email?
What is the best way to import email (gmail) using the free version and not upgrading to Google email sync? My first thought is to simply import as notes using the Migration Wizard. It appears that Migration Wizard omits email on the option pick list. Thank You, Sean
Mail merge for microsoft office on MAC
I got a pop up when I tried the mail merge function on a few of my leads, saying that I need to download a mail merge plugin for microsoft office. I clicked on the download from here link and it took me to a site that shows a windows version of the download. I am on a mac (OS 10.6) and use office for mac 2011. Is there a plug in for me?
BUG: Time formula changes when users in different time edit the field.
For my quote name, I use the following equation. It automatically assigs a quote # that depends on the date and time that the quote was created. It works great! The only problem is that, let's say if a user in CST (GMT -6) created a quote on February 2nd, 2013 at 4:00 PM, then the quote name will be something like QXX-30202-1600. If a user in PST (GMT -8) opens the quote and then saves it, the quote name will change to QXX-30202-1400. If the CST user opens and saves it again then it will change back
Attachments & Notes
How can I limit permissions on viewing certain attachments & notes. The check box is greyed out. There will be times when we need to attach a financial document to a client and don't want everyone to have access to see it. Thanks, Gina
Would it not be a better idea to link Outlook emails to opportunities rather than contacts?
Linking emails to contacts makes it harder to follow an email trail if there are several contacts for each opportunity who in turn are contacts for multiple opportunities. Is there a work around?
Attachments & Notes
How can we change the permission levels on greyed out options like attachments & notes? There are times when some uploaded documents do not need to be seen by everyone. Thanks, Gina
How do you use Contacts differently from Leads?
We have been using Tasks/Potentials/Calls/Events for Contacts and am wondering how you use Leads differently. Any experience and practical differences would be most appreciated! Also, what do you do if a Potential isn't necessarily attached to a specific Company (it requires that you have something in that field)? Thanks for your advice.
Sharing information amongst contacts within an account
So according to the answer to my earlier question, it is not possible for Zoho to share information between a contact and an account apart from showing notes from just one field in an account. What suggestion do you have for cross-referencing information within accounts? I'd be interested to know how users manage accounts if they can't see what different contacts within that account are doing. For instance, I work with a travel agency who has 100 staff members. I want to know when looking at that
How are backup files formatted?
Specifically, when I request a backup, will the data be organized by tab? Or just a straight data dump?
No Mail Settings (for pop accounts)
Where can I locate the mail setting in my account? The following is not in my account Setup>Mail Settings> Mail Server Settings. When I hit setup there is no Mail Settings option. I tried organization settings also. Nothing there. Right now all my templates are just being sent to me rather than going to the email in the records they are linked with. I am guessing that it has to do with my email settings??? Maybe not but I'm trying hard to figure this one out.
Custom Auto Number not showing in Accounts Section
I'm trying to make an Auto Generated Account Number. I created it and in the layouts section dragged it into the Account section in place of the old Account Number spot but it doesn't show up when i go to Accounts page.
Adding a campaign to a lead
I have an assistant (role) set up to handle leads. Part of the tasks are to assign the campaign to the lead in the lead tab. When clicking ADD CAMPAIGN, it doesn't show any. However, when I am logged in as admin, I can see all the campaigns and can associate the campaign with the same lead. What is amiss? I checked the roles/permissions and have everything "campaign" related selected for this assistant role.
Outstanding IT Zoho Rep...
To whom it may concern: I would like to acknowledge, that the technical person on your Zoho team, Kevin has done an excellent job helping me to understand and use Zoho. I am not new to the company, but have been given the primary administrative duty for Salon Groupie, LLC for our Zoho account. Kevin is patient and well versed in all aspects of Zoho. Thank you Kevin, Sincerely, Joetta Lee Salon Groupie National Sales Director
Contacts
I need to be able to link contacts to multiple parent and child accounts, I dont see a place to do this. Also can you tell me how I can link the emails sent to a contact from a potential to show up on the potential screen of that particular potential? thanks Mary MarySP
Set contacts to multiple accounts
It would be great to be able to assign a contact to multiple accounts. One contact may be the CEO of xyz company but the CIO of another.
Assign and view activities to other members
I'm responsible for prioritising and setting up tasks for a colleague of mine. But once I create a task and put him as the owner, I can't see the task anymore. How do I view and edit tasks assigned to someone else?
Notes for Tasks - Display
While opening a Task, which is mapped to a Contact as well as Campaign, the "notes for the campaign" is displayed. How to change the display to "Notes for Contact" instead ? I have seen if the task is not mapped to any campaign, then notes for the contact gets displayed. But I would like to display task for contact even if the task is mapped to a campaign. Please help
Autonumber link between Invoices and Sales Orders?
Hi, I am trying to create a Sales Order form where an autonumber is created for each record. Manually I want to convert an individual entry to an Invoice. I would like the autonumber generated in Sales Orders to carry over as to create no duplicate records between the modules. Is this possible to do?
Having notes appear in all contacts for that account? (and 2nd Q about user access)
Hi guys, I met with two contacts and would like to have my meeting notes appear under that account, so that whichever staff member I access within that company, those notes appear. Would I be best to enter my meeting notes under Accounts to achieve this? Otherwise, what's the best way to have contact notes appear for all contacts within an account? Also, I have imported my contacts with lots of fields that I'd also like to appear under each contact's account. They were mapped to the Description field
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