Usage ?
Since we create new products form time to time - we need to track who is interested in those new products. To determine how many customers that are interested. Currently I have been using Potentials to track our R&D development. Entering the product as a potential. However I need to add additional contacts/accounts to each potential to show who is interested. There may be several contacts interested in this one new product being developed. I am looking for something that will link everyone together
Using ZohoCRM as business to consumer
I want to know how to create leads and contacts without using the company filed or any trick like using the customer name as comapny name? this link does not work http://www.zoho.com/crm/docs/zohocrm-b2c.html
Zoho CRM inventory update
I posted a message about this a few hours ago and cannot seem to find it. In any case, I have just recently started to evaluate Zoho CRM and would like some clarification on the inventory-sales order integration as it pertains to manufacturers. Being a manufacturer, we import raw materials and convert it into finished goods which we sell. Suppose we imported 10 pieces of items A and 20 pieces of item B. And to manufacture 1 piece of product C it take 2 pieces of item A and 3 pieces of item B. 1.
Create view for Due invoices
I want to create a view, of invoices which are due. Nothing special. So: Specify Criteria: due date is after ????? than comes the problem I can fill in a date but I want to have the date something like {today}. Is that possible? Kind regards Erik van Berkum
Contacts with multiple or alternate e-mail addresses
Is it possible to sync an e-mail to a contact if the sender (From: address) is different? In other words, I have a few contacts that have different business and personal e-mail addresses. They sometimes send e-mail from home using a personal account. In other cases I receive e-mail from a vendor (such as a price quote) and I want to sync that e-mail to one of my customers (contacts in Zoho CRM) for tracking purposes. So I guess what I'm asking is whether I can specify exactly which Zoho Contact an
How do I know which of the sales orders that has been invoic
I am trying to find a way to get a view where I can see which of my sales orders that has not yet been "converted" to an invoice. Does anyone know if this is possible? I don't want to go through all sales orders, one by one, to see if there is an invoice attached. That's what I have to do today. But maybe someone out there could help me do this in a clever way? Kindest regards Mikael, Sweden
I can not get into the site Help!
I can not get into the site crm.zoho.com what's going on? I have to work please happens! :evil:
I can not get into the site Help!!
I can not get into the site crm.zoho.com what's going on? I have to work please diganme happens! :evil:
Edit view problem
I need to see a View with potentials filtered by criteria "closing date". No way to achieve this. I've tried to change date format but still I can not see potentials closing on a specific day. Where could be the problem? Marko
Export to pdf feature is not working
Hi! It seems that the last update damaged "Export to pdf" feature. Error message; Internet Explorer cannot display the webpage And the link what the export window is trying to open seems a bit funny - http://zecko.crm.zoho.com/crm/ExportPDF.do?step=exportPDF&module=SalesOrders&contactNameId=null&fileName=null&entId=51079000000085508&layoutName=51079000000083250&next=Next Is the "zecko" part correct? Randel
Two columns reduce to one, in "contacts custom layout&q
I was customizing the "contacts layout" and somehow I fouled up the "Contact Information" section. It now only display one column, instead of two. I don't know what I did, and don't know how to get it back to two columns. Any ideas? p.s. Is there a way to search the forums section for all CRM boards, as oppossed to one at a time? thanks
Update Bugs
Was it intentional to have the ability to invite a colleague to an activity disappear? Also, popup reminders work in events, but not tasks. Thanks.
User level security by view or boolean operand.
We want to let our partners/resellers ( we are a distributor and we have resellers ) to have access the CRM database. Today it is possible to limit the viewing of specific Modules such as Leads, Products, Accounts etc. Within those that are allowed it is then possible to turn off specific fields such as account name, phone number etc. This is OK as an all or nothing approach but: What we want to do is create a "view" or use boolean operands that will limit for example Accounts or Leads to a specific
Report module sharing rules
Is there a way to share with my company users only some of report folders. I dont want them to see forecast or invoices report but I would like them to see potentials folder or other, a custom report folder. Marko
pre-set formating of custom field
Hi, Is it possible to set the formatting of a custom field? Such as a SSN. So, if the user types in "123456789", zoho displays it as "123-45-6789"? p.s. I truly enjoy using zoho, I have used ACT, Goldmine and Salfeforce.
How to display multiple taxes in Invoice Template?
I was able to define the two applicable taxes in our region through the field VAT, in which I defined tax rates. Now, how can I display those individual taxes in the invoice templates ${Invoices.Tax} displays the total of the two, but is there a code for each tax item, i.e. ${Invoices.Tax.Item1} ??? (I tried this and does not work!) Thanks, Fred
Data vanish from potentials
Hi, please I need help on this. One of our company CRM users detected that after editing data in potentials a field filled in with multipick list (our products) simply shows no previous data. User did not change that field but other one, and after saving changes our products field simply appears without data that there was jus a second ago. We solve it in an very costly way: filling in data again and again every whenever some potential is edited. Thanks for all your support which means everything
Events
Once an event is added, the status and due date do not appear on the summary page.
CRM Data eliminated after using sheet view
Hi, After changes of potentials through Zoho sheet view I was very proud of how quickly I change potentials names, but back again in CRM, one whole column (campaigns associated to each potential) was empty. Again, I went to ZS view where instead of campaign name (Telemarketing+pismo_200806) was a large number (something like 29000005591998225) in just one cell. I copied that number in each cell that I knew should be a campaign name, hoping this will show in CRM correspondent campaign but nothing
Web CRM Brochure/help
Plz help me a good idea for website CRM Brochure If you have more template. Please contact to me. mail: nguyentuanmanh@yahoo.com
Cant see Quotes in Potentials module
Hi, I've tried in different ways to show Quotes detail within Potentials module. In our sales process every potential in some moment requires a Quote, so after we have issued one, that Quote appears only in Accounts and Contacts modules, but not where we need it the most: in Potentials module. Any ideas what could be the solution? Marko
CRM Setup Help
I am trying to setup the Zoho CRM for a small real estate company. Would someone please be kind enough to answer the following questions for me? 1. Incoming leads are a couple(husband and wife), not one individual or a company. As such, I assume I would have to use the company field, enter the surname(s) as the company name and following conversion link both individuals as contacts to the newly created account? 2. Once a lead is converted, it disappears from lead reports. How does one generate lead
workflow
Is there anyway to create a workflow task that is dependent on the completion of a prior task? (I don't want to base certain action items on the number of days beyond a starting date...I want to issue a "task" to an employee based ONLY after I have completed my own "task".) Any help would be greatly appreciated. apadgett
Create Quote and enter a lot of product
Hello, I want to create a quote and then enter products into the quote. But I have a lot of products to enter into a quote about 40. So I like to enter the product code rather than the product name. For my organization that works out a little easier. Is there a way that you can change this in the inventory template? Thanks, have a great day Erik
CRM Update Notification
I notice almost every moderator response to a feature request indicates that the feature requested will be implemented soon. I know Zoho does CRM updates about once a month or so. Is there any way you guys could post whenever there are updates to the CRM and let us know the updates that have been implemented, even if they are minor changes. I realize you post the changes when there are big overhauls, but it would be nice if we are anticipating a small feature, and that feature gets released in a
SSB results tell tale of two continents
Hello Bioprocessing specialist Sartorius Stedim Biotech’s (SSB) net profit for the first half of 2008 rose by 3.5 per cent in comparison with last year, although the company continues to face difficulties in North America. http://tramad.1newmed.infoBye
Monthly subscription for daily backup
I would like to back up my data daily, but that would come to $300 a month! Yikes! It would be great if we could get a bulk discount or a monthly fee for daily backups.
Zoho CRM - How to add your company logo in print layouts
Hi, Currently we allow the users to embed their logo in printable views of Quotes, Invoices, Sales Orders & Purchase Orders. To enable this, you have to upgrade to corporate account by adding one more user. To add user 1. Click SetUp link in the top right corner 2. Click Add User link , found under Admin Settings section. To add your company Logo 1. Click Company Details link, found under Admin Settings (which will be displayed only after adding an user) 2. Click the Edit button found at the bottom
New Outlook Plugin Version? Changes???
When I login to the Outlook plugin, it's telling me that there is a new version, but when I went to the website to download the new version and installed it, it still tells me there is a new version available. Are some of the download links not updated with the new version? Would it be possible to put the version number in the filename so we know which one we're downloading. What about the question of posting somewhere what the changes are so we know what to expect? Thanks, James
API XML feild names contain invalid values
Unless you can show me how... The API has a HUGE problem. Yes I can call the API export function and get an XML document. However its worthless. You have feild names with spaces - therefore I cannot load the document in a reader and do anything with the data. Only the fields that do not have spaces such as AccountID work. Please rework the API by replacing the space with an underscore.
Create Invoices without Sending?
I want to create invoices in Zoho CRM for tracking sales, but I don't want them to accidentally be sent to clients because I have my own system for invoicing. How can I make sure if I create an invoice, it won't actually be sent out?
CRM in Portuguese
Hello, I have tried the Portuguese version of CRM but the portuguese special characters are not displaied in a correct format (ex: � ; �o ; �). Is it possible to fixe it? Regards, IL
Please add...
1. The ability to click on a number and have it dial in Skype 2. Next and Previous arrows when looking at an individual lead. 3. Dashboard that can let you see lead status by lead owner.
mass update of custom feilds in account pads the feild
Created a customer feilds in accounts - which was pick list Mass updated the feild to initilize existing accounts. When looking at the feild is visually looks correct. However if you run a report and group by that feild you get data that looks like the database feild was left padded with spaces. Then if I manually change the customer feild, save, and change it again, the account is fixed.
SMS Remonder for Z Calenders
Is SMS reminders coming to Z Calender soon? (As it is in Google Calender)
Can't see Child Accounts in Accounts Module
I have customised the Accounts page to show Child Accounts but I still cannot see them. If I move Child Accounts up the customised list I cannot see anything below it. Last week I could see it....can anyone help me with this? Thanks. Mark
How to use "Leads"
I'm wondering when I have a lead that doesn't pan out what do I do? I want to be able to see that I've contacted the person before and should not contact again. I don't see a way to set "don't contact again" or something similar in the leads
Task and related lists
Is it possible to change the columns viewed for tasks? For example: under any given opportunity/prospect I see a list of tasks that list gives me column headers of: Subject, Activity Type, Status and Owner What has happened in my case is that my employees are using the Subject tab to write descriptions since this is the only way they can see these descriptions under this view. The problem with this is that when I run an activity report I get variations on E-Mail and Calls like (Email: Steve re: mapping)
Invoice Report Query
Hi All, I need to create an Invoice Report displaying all monthly invoiced jobs WITH each invoice showing the its component products, quantities ordered, list prices etc... i.e. Invoice 23012 - might contain three products of various quantities ordered within. This would create a report with many rows as each particular invoice would have on average three products - This is what I need though When I try and include Product Details as a column; All I ever get is a hyphen/dash in the relevant field.
How can I use CRM to initiate a webservice call
I would like to initiate a web service call from inside CRM, passing CRM data as arguments in the call and populating a field in CRM with the returned service call result. Is this possible, even if not exactly as laid out? Thanks Steven
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