Updating an Organization Field when Opportunity is "Closed Won"
When selecting "Closed Won" for a current Opportunity, I would like ZOHO to automatically update a custom field in the Organization section called "Client Status". We sell software so the goal is to automatically change the clients status based upon an opportunity closing. I can't seem to figure a way to do this. Any suggestions?
Associating Cases with Potentials
Our company uses Cases to manage complex tasks related to Potentials. However, we've found it impossible to associate Cases with Potentials, such that the Cases show up on Potentials' pages. Are we missing something? How do we get Cases to associate with Potentials?
How can I include a second page with a sales quote template?
I need to create a page break somehow and have a separate "Terms and Condition" page become a part of my quote template. I have found posts on this board where people provided code to force a page break, but I can not get it to work. I have read where you can set up automatic page numbers, those would always be at the bottom of a page so there has to be a way to do this. I can't figure out how to get the terms and conditions page to be a part of the template. The info has to remain together.
custom fields for users
Please let us add custom fields for users! These would be very useful for email templates. For example, there is no way to record a user's title.
How do I send an email template to a list of people?
I have a mailer that goes out once a week to a list of 600 people. How do I send my email template to all 600 people at one time? Thanks
How to best track lead conversions?
Hi, I hope someone can help. Currently, all potential leads (cold & warm) remain leads until they actually purchase something from us. Then when they've purchased, they are converted from Lead to Account and a Sales Order is created. We do not use Potentials...I don't understand how they work. I would like to be able to track how many leads we have and how many are converted to accounts in a period. Is my best bet to use Potentials and Campaigns, or use Status, and then use Pulse to track the Status
Deactivate User/Creator
Hi, I set up the CRM for an account as part of a consulting job. They are up and running now, and no longer need me as a paid active user. I have tried to deactivate my account by logging in with my credentials and by logging in as the other paid user. The deactivate checkbox has not been available via either method. Please help. The billing cycle is coming to the end. Thanks so much for your assistance! Anne
Previewing attachments in email composer (Zoho CRM)
When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook I can do this. Can you please look into incorporating this into future updates? Thank you, Bianca.
Please I need help! Here is my question I'm open to all suggestions
I'm a Loan Consultant, I work with Realtors, Insurance Agents & Financial Planners. Here is my problem, if I receive a lead from a Realtor(Contact) that works for ABC Realty(Account) and I place the new lead under (Leads) I'm not able to link him/her to the Referral Partner that gave me that lead. My goal is to pull up the Contact and have a list of the leads that Referral Partner has given me, I want to track the number of leads each referral partners gives me and link them. I also may receive a
Creating leaderboard for Zoho CRM
Hi, my client wants to be able to see the top ten salespeople in the firm. I can't find a way to create a report that sorts by a summed column in descending order. Has anyone been able to create a leaderboard style report in the past? I am not able to use Zoho Reports because the report is based on the Products module and Zoho Reports does not yet support this module. I have been trying to achieve this functionality via Zoho Creator but have been frustrated by the limited number of statements available
Automation between module fields
I have added a custom field to CRM Sales Order to specify an 'Order Type' I want to automatically add the contents of this field to the Invoice when the order is converted but can't see a way of doing this. Is it possible?
Zoho on-site
Hello, somewhere a while ago, i read that i can use zoho on-site, in a server inside my company. Is that possible? If its not possible, can I change the menu on the application, so for the user think that some page is a zoho functionality? For example, my client uses i service order template that i developed, if i dont want to change this template, can i publish in a server and create a menu item in zoho crm? Thanks
OPEN UP A TELECOMMUNICATIONS IN THE UK!!!
It is very difficult getting the help that you need with zoho CRM, when working in the UK. I phoned up for some help with zoho in the morning UK time, only to find that the phone line I am directed to is a US line, where it is 1:00 am, and there is hardly anyone around to help, and the person I spoke to sounding so quiet - possibly out of tiredness it was hard to understand, even if they did speak the same language as myself.
Linking Workflow rules
I have two workflow rules A and B. Is it possible to trigger B from A through a field update?
Alerts stopped working
It appears that sending alerts to the record owner is now only available in the Enterprise edition. I have been a Professional user for years and have used this feature. Now with no notice it is telling me I need to be an Enterprise user. I have seen no updates on any changes concerning this issue. The change apparently happened on 1/1/2013. Can anyone address this issue. It is causing my company delays since no one is getting email updates.
Duplicate contacts
When my callers are going through their contacts, they are finding that they are calling a number that has already been called before, yet there is no record in that contact that the call was already made. How can I have all information related to that particular number in one area so that they don't make duplicate calls?
CRM Report Scheduler, subject line
I was wondering if it was possible to modify the subject line of reports sent by the zoho CRM report scheduler. At present all delivered reports come in as Zoho CRM Report Scheduler this becomes confusing when you produce several reports per day, is it possible to make the subject line reflect the name of the report?
Link to Dropbox
Thought I would share this work around to access documents in Dropbox using "Links" in ZCRM. In Dropbox I have a client folder for all my leads and contacts that I will drop documents into. They have a static address with the same URL that you can copy into the link "//www.dropbox.com/home/firstname/20lastname" This way in each lead or contact you can click your created link and go directly into the clients Dropbox folder. Now my problem is my limited size on my Dropbox folder. If this helps you
New -None- Field appears out of nothing
Wel, basically I've added a custom field to my prospects, it's called SOLD, I've created to possible values for this field: "Yes" and "No" After sending data to this account through the CRM API, I've noticed I get a third option which is -None-, that third field is messing up my statistics. Please advice on how I could remove this extra field. Thank you!
Notes disappearing in App on iPad & then online
Connected to internet on iPad, opened app, while viewing notes added to an account, notes disappeared right before my eyes. I never clicked on notes. I was looking at the account & titles of several notes. Once I logged in on my computer, and pulled up the account, I verified that notes are gone there as well.
Extra value in custom field
Wel, basically I've added a custom field to my prospects, it's called SOLD, I've created to possible values for this field: "Yes" and "No" After sending data to this account through the CRM API, I've noticed I get a third option which is -None-, that third field is messing up my statistics. Please advice on how I could remove this extra field. Thank you!
Syncing with CRM Contacts
We are wanting to create a view in contacts but obviously we lose the lead status field when we move to the contacts module. My initial thought was to create a view from 'potentials' based off of the 'stage' field in order to sort our contacts but when I create the view I notice that I no longer have access to the custom fields I have created "ecampaign status" and "edate". We used these fields for tracking purposes of when they went on the campaign and when they need to come off and which campaign
Leads Not Displaying Fields
I havea number of fields that have been created I can see them in Fields Setup I can see them in Layout Setup But they do not appear when i open a lead - I have no way to input the data that I can see
Access from this machine is not allowed
One of the users for my organisation is not being to log in - accounts@perky-pat.com. Error encountered is "Access from this machine is not allowed". Tried everything, but no go. I need the IP restrictions for this account to be rolled back. Please resolve ASAP.
How to choose vendor in Quotes?
When I'm creating a new quote and hit the "add product" button, I get a list of ALL products for ALL vendors, and I cannot narrow it down to products related to one specific vendor. This makes life hell when browsing through hundreds of products. Is it any way to narrow this down to one specific vendor?
Inactive Accounts in Zoho CRM
Is there a way to change the screen/ backgound color or the account name color ( to red for example) for INACTIVE client accounts?
how can i check my payments after upgrading my account in soho services?
how can i check my payments after upgrading my account in soho services? im upgraded my creator zoho and cdm soho i could not find a page where i can see my upgraded serviceses and payments please help
Cannot add 'Modified Time' to page layout
I have created a section where I want to show details about when a Lead was last edited and by whom. However, I cannot find the 'Modified Time' field anywhere in the page layout customization screen. Although I can see the 'Modified By' field. Does anyone know from where I can add this field to the page layout? Thanks, Soubhik
Fetch all users having some sales order.
Hi, I am trying to fetch all the users having sales order. How to do that? I have tried by the following URL: https://crm.zoho.com/crm/private/json/SalesOrders/getSearchRecords?authtoken=auth key&newFormat=1&selectColumns=All&searchCondition=(Status|contains|*Waiting On Payment*) Thanks in advance.
Notes in Contacts Auto Time Stamp
I wanted to know if there is a way to edit the time stamp when entering information to the Note section of a contact?? I want to go through and log say my last five calls but it will auto date stamp them as the date entered. If anyone could help with this it would be much appreciated. Thanks, Brett
Printer driver for CRM
It would be great to have a print driver so we could print a document directly into the clients file in CRM. For example: I have a document from another system, I could pick print and then pick CRM print driver, it opens the CRM you can search for the client file then print direcly into their file and it shows up as an attachment. This would be a great feature! Thanks!
Related fields in Campaigns do not stay sorted
In the campaigns where you can add your Leads & Contacts (Why NO Accounts????) the default sorting does not make sense. When i choose to sort by Company Name, it always looses this sorting. Can we change the default sort in the campaigns Leads & Contacts?
Can I get a free trial of the smart phone app for demonstation purposes?
I am going to do a presentation on zoho crm to the MD at my company. I want to show off to him the benefits of the zoho CRM programme in all its entirety, and to do so would like to make use of the app, to demonstrate it on the go. I had gained access to the app for about a week or so, but then was denied access - probably due to only being on the free version. I am demonstrating the benefits of the CRM to my MD through the use of the free version- we are only likely to pay for the upgrade if the
Custom Fields
Can you create custom fields in the FREE version of Zoho CRM?
Error message when accessing the CRM calendar
When I click on the calendar icon in the top bar (next to the Search box), the calendar for the current month drops down. But when I go to click on an individual date within that month, I get this error message: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs Any idea why this is happening and how to fix it? Is there a better way to access the CRM calendar?
Hay algún Manual de usuario para Zoho CRM??
Está es una aplicación que se utiliza a nivel mundial con distintos usuario y clientes, y creo que es necesario tener un manual de como utilizar en su máxima expresión el software. Si alguien sabe o conoce de uno, favor indicar. Atento a sus comentarios. Saludos.-
Most of my work is with residential customers ...
Zoho insists on assigning a company/account to a sales order. But many of our projects deal with the customer directly, and there is no "company" involved. How can we remove the mandatory "account" field so we can create a sales order directly with a residential customer?
Does Zoho work with both Macs and PCs?
Thanks for your help.
Not any toolbar/menu in Outlook 2003 after installing plug-in
Hello I am checking ZOHO Free CRM and I have downloaded and installed the Plug-in for MS Outlook 2003. It seem everything is OK and the plug-in icon appears in Control Panel (Add-remove programs) but anything is added in Outlook, nor toolbar nor menu or new icon. After checking similar issues in the Forum and other ideas on the web, I have tried to add COM in Outlook 2003 (Tools->Options, Other tab->Advanced options->COM) but ZOHO plug-in is not shown in the combo list and it is not possible to
Change
Hi there, is it possible to change the columns shown in the search result when adding a product to contact/ adding a product to an account? In our CRM we do not use the fields "product code" and "unit price". /Bo Thygesen
Next Page