exportation of sales orders data to our accountancy program
How do we export all the data of the sales order into an excel file (or asciii or api) in order to use the data and insert them into our accountancy system without having to manually copy them?? BY ALL DATA WE NEED TO EXPORT NOT ONLY THE HEADER BUT ALSO THE CONTENT OF THE ORDER (LIST OF ITEMS). How do we do it??
Schedule a report with date filters
Hi, I want to generate a report that returns records where a given date is before "today plus 30 days" I can see how to set a filter for prior to a specific date, but want this report to run on a schedule, always looking 30 days ahead. Is there a way to do this?
Siteminder
Hello, I work with a accommodation website, like booking.com. We need to systemise our business and draw live rates and room inventory from Siteminder. Is it possible to create a relationship between Zoho and Sitminder which draws rates and availability into the Quote function? Thank you, David Inches
Does anyone know how to select with module a Custom Modules is related too?
Hi, Does anyone know how to select whether a custom module is related to Leads, Contacts or Potentials? I have custom modules related to both Leads & potentials but unsure how i change relation. Also does anyone have a work around for custom modules related to leads, that upon conversion related custom modules are linked to contacts? ATM these custom modules stay associated to leads?
PROBLEMS TO SEE ON CHROME
HI! I´M USING CHROME, AND I CAN NOT VISUALIZE THE PRODUCTS INFO @ QUOTES OR PURCHASE ORDERS...
Map fields from lead/account into quote
Is there a way to map the address for a lead/account into a quote? I see that there is a default address field in quote but know way to map them over to the quote. Am I missing something? Thanks, Rich S.
Map Button does not work
Hi, I just sign up free account for Zoho CRM, I found that the Locate Map Button @ the Lead Screen is not working. FYI I'm using Firefox 2.0 and IE 6. (FYI the button on LOcate Map of Vtiger is working for the same system) Yosep Iskandar
The invoice PDF engine breaks when the table is more than one page
If the table spans more than one page, the header and footer are not generated. I have a video of this behaviour if desired by Zoho support staff.
Cannot change attachment order
It is not possible to change attachment under under lead and contact. I want attachments to be shown in the buttom of the page instead of in the top of the page. But the attachments is not part of the Organise Details window (see attachment)
HELP HELP HELP footer and header no longer works
In my quote, my personal code for header and footer for each page no longer works
Field Character Length
Potential Name - This field is a Zoho default one, does anyone know how many characters this allows or if there is a list on the guide that may exist detailing this for all of the default ones?
Quick Formula For Reporting Last Contact Date
I need to create a simple formual to create a simple report for sales contact reporting. First I create a custom date field and call it "Last Contact" Then if this Last Contact date is added to a formual and if the date falls into the last < 30 days the contact is = to what I call "Green Light" If this Last Contact date falls in between >30 < 60 days they are = "Yellow Light" If this Last Contact date field is > 61 Days they are = "Red Light" Report then says show me all Greens or
Traffic Light Dashboard for Sales in Zoho CRM (RED/GREEN/YELLOW)
Hi, I am new to Zoho CRM, I am a former Salesforce.com user, and i found the traffic light sales dashboard very useful while tracking monthly or weekly sales. Sales to date. (Sales to date, according to a monthly quota, red if the sales are low, yellow if medium, and green if the salesman reaches the sales target, pic attached) However, i cant seem to make it available on Zoho CRM. Anyone knows how to make this available or only salesforce.com has it? I appreciate your help. Regards,
why are my leads light gray in color? i can hardly see the page
This just happened. I can't seem to change it?
Error When Creating Events
Just started getting this error when I tried creating an event. Never used to happen. Nothing changed in the way I create events. See video link. Please advise. http://youtu.be/ovCi8Bde79Q?list=UUj-dtY6vKGMqT3AJuDaDfOA
need help urgent
Hi My Zoho crm account (donimic@algoritz.com) was block. please solved this as soon as possible for daily use.
Enhancements in Activity Management, Workflow Automation and Inventory Management
We bring to you a handful of new updates in various areas across Zoho CRM. Read on to learn what they are. Scheduled Calls Displayed in Calendar In addition to creating new events, you can now schedule outgoing calls from Calendar. It's quick and easy. You can schedule or re-schedule a call. You can also set a call reminder according to your preferences. To know how to schedule a call in Calendar, refer to this document. Import Option Introduced to Update List Prices of Products Many a time, you
Can you add a more general product search?
Dear sir / madame, You have recently changed the layout of the product environment in the inventory management for ZOHO CRM. But you have changed so much we now have a problem adding products. In your last version I could find products in a long list of products and sort by name or by supplier this is not possible anymore. This caused a bit of a problem with our employees. Can you add this search possibility again? We now have to guess whether the three characters are matched with the correct products.
Unreasonable backup costs?
I was recently tasked with setting up daily local backups of our data held on CRM, and was surprised and disappointed to find that Zoho charge a $10 fee per backup. Since our entire database is only 53MB when zipped this seems an unreasonable amount to pay, and we should know, we are a data backup and recovery service provider. The Zoho guys have pointed out I could manually and individually export each database free of charge, but that is too time consuming, and seems ridiculous when the backup
Using Zoho for multiple business
I am a consultant and have just started trying out Zoho. I do Business Development for a few different clients. Whenever I add a record I would like to associate that record to a particular client. Is there a field for this?
What card scanner (not an app) can scan multiple business cards at once to import into Zoho?
Does anyone know of a Mac compatible business card scanner, that is not an app, that can scan multiple business cards at once for import into Zoho?
No Formula Field
Hi, I'm trialling a Pro version and want to test the formula fields, but they are not there. Is that because I am trialling PRO and not purchased it? Regards jon
How can I link orders with accounts?
How can I link orders with accounts?
Editing notes field
I have a problem editing the notes field. When I try to place the curser over it to add additional notes, it disappears!. I have tried this in Firefox, IE and Opera and it is identical.
ZOHO API limit exceed
Hello, We are using ZOHO API to integrate with wordpress and set cron job to communicate within ZOHO or wordpress and getting error of 4421. Is there any way to get total API hits per day so that we can optimize our code accordingly ? We can not increase the per day limit as we are already on professional edition.
Merge Field to Show Day of The Week Relating to Date Field?
Hi I am creating a custom template for sales orders. Using the ${SalesOrders.Due Date} merge field I can show the date associated with our Due Date custom field but I want to also show the day of the week that goes with this date when the sales order is printed. Does any know how I could do this? many thanks in advance.
ZohoCRM Inventory/Quotes module // In Create/Edit mode show all hover by default
Hello, We are very unhappy about this hover business in edit mode of quotes module. Just show all you icon pictures by default so that we can click and edit what we need to. Why have icon display in hover mode during edit or create at all? Infact you can have the edit icons in hover mode in display mode, then it would make sense. Please make all edit icons display by default in create and edit mode,
ZCRM - Sales Order - mouse scroll function failure
Since the recent update to the Inventory Modules, our customer service group is experiencing problems with the scroll function when editing a Sales Order and using a mouse with scroll wheel. The problem occurs about 25% of the time when they are making changes to the :date and time". When the problem occurs, the scroll function on the mouse stops, yet you can still scroll the page by dragging the slide bars on the edge of the page. However, this is very frustrating and slows productivity. To get
DISCOUNT FIELD NOT APPEARING IN THE PRINTOUT
Dear, Your enhancement is becoming a problem for me.. When entering a discount, it is not reflecting on the printout and this seems confusing on the part of the reader.. And exporting to PDF is not working sometimes.. Please do the necessary action the soonest for it is really affecting our operation very badly. Your support is not that good really.
Share contacts between CRM and Mail
Hi, I have one question: Can I share the contacts created into the CRM with the contact list of Zoho´s Mail? Greetings, Andrés
Notes not saving
I am not able to save new notes in the account section today. Please contact me to sort this out. Thank you.
ZOHO CRM and Rekon Accounts
Is there any way to link Rekon accounts with ZOHO CRM? Rekon is basically the Australian and NZ version of Quickbooks Online. I would imagine there would be lots of similarities between the two, so it wouldn't be that difficult. Any advice on whether this is in development, or plans to be would be great as I am trying to make a decision for my business at the moment. Thanks in advance
Error Message in Setting Reminder Task
I use reminder tasks all the time - I was updating one and got this error message: See attachments for page and error message. I have all the fields filled out as I normally do and have never gotten this error message before. Please help! I use this functionality ALL THE TIME Regards, Melody
new "delivered" status on Sales Orders.
the new Status of "delivered" that the system sets when you create an invoice, is not available when i try to set it as a condition on a report. can you fix this?
Where are my email templates being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This Email? Click Here!" link to the top. However I don't have an address to go inside of the "Click Here!" My question is, where can I find the address to my email's home, online, inside of Zoho? Does it even have an online home? What kind of work around's
Maximum Number of Existing Pick List Values?
What is the maximum number of existing pick list values you can create in a customized field, in the free version? Is the maximum limit greater for the paid versions? If they are, what is that number for the paid versions? Thank you.
invoicing after recent update - what happened to the feature to enter pricing manually?????
After the last update I can no longer enter the pricing of a product individually without having to create each time a new product. What happened to the feature that allowed to manually enter pricing? My business does not have standard products and every product needs different pricing, which i used to enter manually. I no longer can do that, which makes ZOHO's invoicing unusable for me. Is there a way to continue to enter pricing manually?
Trying to establish a connection between zoho and FreePBX
Hello I have freePBX running asterisk 1.8 when trying to establish a connection i m reciving this error Reading conf from --->../conf/zti.properties Loading props ./../conf/taskengine/taskengine.conf Loading props ./../conf/taskengine/tele.properties Loading props ./../conf/taskengine/zoho.properties java.io.InterruptedIOException: Connection establishment timed out at HTTPClient.HTTPConnection.getSocket(HTTPConnection.java:3202) at HTTPClient.HTTPConnection.sendRequest(HTTPConnection.java:2936)
Sales Reps cannot see Sales Order details.
I reported this 12 days ago and have not received a response yet. I have also emailed customer support and have not received a response other than to ask for a screen shot, which I did send. Please address this ASAP. Our sales reps suddenly cannot view sales order details. All they see are the headings (#, part#, product description, etc.) but no part numbers or prices. Then they can see the grand total section at the bottom of the sales order. Users have to be marked as management in order
Note Additions/Edits Not Saving
I've tried several times to save notes and edit notes today but cannot. We've recently downgraded to the free option. Is this due to us downgrading or is this just a bug that's occurring right now?
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