Custom fields - there are no options to say "must be unique"?
Good evening If I am getting the user to enter in a Product Code - is there a way to check it is unique? Can't see any option and there is no WorkFlow action that I can see of that would check for this. I can use auto number but our Product Codes come from our Vendor Thanks for any comments. Brynley
cant choose saved template for sending out emails
hi 1. have created a new template and saved 2. when I go into leads and click on the ones i want to send email out to/click on send etc unfortunately when it asks for the template, the drop down box says none? any help much appreciated
not receiving emails after export
Hello, Usually when I do an export , I use to always receive an corresponding email instantly. Now, I am not receiving those emails. I don't think I changed any settings. Am I missing something? Please help. Thanks!
iPad and iPhone App
I have Problems with - no 24 hour Support at calendar - no correct Folders are shown, like additional ones - synchronized Dates at calendar from Outlook are shown not correct - if i try to create additonal infomrations to an date, based on Outlook, it will delete it
Outlool sync
I use Outlook 2013 with Outlook sync. Some negative Points: - calendar Dates are not correct after sync, f.e. 14:00 Calendard Outlook = 00:00 Calendar CRM - no automatic sync - just one Folder to sync, if you have more than one calendar, Mailaccount, Task or Contacts = no chance
Help
How can i change de status from potencial business for oportunity business?
Reorder Rules Strange Results
I read the instruction here: https://www.zoho.com/crm/help/automation/workflow-rules.html I would logically assume that the first (top) rule would execute first and move down the list. It seems like my rules are being sequenced in the reverse order, or perhaps random. I have not done extensive testing, but can someone tell me if I am reading the intended operation correctly?
Quote Detail - Can not make it larger
Hi there! This week my Zoho appearance is showing a different layout at Product Details. I can not make this field larger as I could do with Description Fields, both at Quote template. Can I move this again like I did before update? You can see my doubt at picture below: Thanks! BR, Marcelo Kenji
Product Search in quotes no longer shows description, price or other key information
With the new change when creating a quote, when you Add new item, it only shows the part but no longer the description, pricing, etc. These are critical features that were removed. Please add them back. As you can see below, this no longer gives you a snapshot of the various parts details, this was very important as a part number has a variation and the description and pricing allows us to select the right one. The only way to do this now, is to have a second zoho window open with the products
Task-Reminder by E-Mail
My Task-Reminder by E-Mail does not work. Can you help me?
4 different sections (Subscriptions, Services, Products, Hardware) on a single quote
Hi, we are a software development company and according to our business needs, we divide each quote on 4 different sections: Products (Software) Services (Trainning, installation etc.) Hardware (Printers, Servers) Licenses (Software licenses) All this 4 sections combined sums up the total of the Quote. Considering this, I've seen that ZOHO CRM only covers us in Product section, leaving the other 3 out. I've checked: ZOHO CRM custom tabs, ZOHO Books integration, third-party applications integration
Webinar on Nov. 18th: Gain & Retain Customers with Zoho CRM Plus
Do you want to engage the right prospects, sell smarter and retain customers so your business can grow? Register using the links below to learn how you can become a customer-centric business! 1. Nov. 18th at 2 p.m. IST (EMEA/APAC) 2. Nov. 18th at 2 p.m. EST (Americas) See you there!
Migrating existing custom lead field data to mapped fields in Accounts and Potentials
Hi Zoho, I have mapped a custom string data field from Leads to Accounts, and Potentials. How can I migrate all existing field data from the mapped lead field to Accounts and Potentials. They are not automatically pulling from the mapped field in Leads. Is there a routine? Thanks!
Does Zoho Outlook 2010 Plug-in work on a Windows virtual machine (running on a Mac w/Parallels)
MacBook Pro Parallels Windows 7 Outlook 2010 Would really like to use Zoho Outlook Plug-In Seem to install OK but the Add-Ins location says: mscoree.dll instead of a path - no Zoho features appear in my Outlook
Adding line items to a quote in any currency other than the reference currency does not work!
For quotes: If I add a line item with another currency selected other than the reference currency the reference currency price is used. I.e. The currency conversion is not done. The result is that one has to do the whole quote with the reference currency selected and at the end select the currency you want to quote in. This may not sound like such a difficult process but the challenge is when quotes are being updated. They first have to be converted to the reference currency, then changed and then
ZOHO CRM NOT LINKED TO ZOHO MAIL
My Zoho Mail account is not linked to my organisations Zoho CRM account. Instead, my Zoho Mail account has created its own organisation outside of my organisations and I am unable to access the CRM of my organisation and colleagues. Please assist urgently.
Commission rate - why is this not actually a rate?
Hi there, I'm confused. A rate is typically a percentage or a proportion of an amount not a fixed number. How can I specify a commission rate of 5% on a product? Thanks
Product Description in Quotes
The Quotes Tab currently does not "Auto Populate" the product's description information as entered in the products configuration. This issue should be rectified immediately as we continue to copy and paste each and every description manually. The requirement is to: - Auto Populate (by default) the product description as found product configuration. Thanks in advance.
Run reports using key words
I would like to run a report using a key word to show all activity regarding this key word (brand) for the past month. How do I do this? I use Zoho as a rep for 6 different brands (which would be my key words), and I bcc emails from accounts/contact to Zoho per brand + log calls + log store visits per contact/account (and usually these logs go in notes under each contact/account). Is there an easy way to run a report entering the name of the brand (key word) to get a list of all activity for said
Social Integration not working!
My social intergration functions are not working, specifically I am not seeing the back and forth between a contact and my company. I have linked my companies twitter/fb but nothing. Also, I don't see my contacts tweets in the social tab.
BCC dropbox not working
So I figured out that my BCC dropbox is not working on my account or on my team member's account. I'm sure about 500 emails have been lost that should have gone into CRM. So should I create a new BCC dropbox profile? Warm regards, jay @Morgan, this is a tech support ticket with Zoho. You don't need to respond.
Feeds: Can I set up feeds to automatically see changes to records that I don't own?
I'd like to set up Feeds to see the Leads record modifications of a sales team. A group is set up for the team. An Auto-follow rule is set up as follows: Module = Leads Criteria = Lead Owner is Rep 1 or Rep 2 or Rep 3 I've tried this with and without the Group being set up but either way it yields no results in Feeds. Am I misunderstanding the capabilities of Feeds?
CRM New Sales Order
Im trying to add New Sales Order. I have to add the Product name and can add number of units but unable to post Unit Price. Can someone help as far as gettiing my information in?
Model e-mail empty fields
Hello, I need to send product data from PurchaseOrders module for a model of e-mail but none of the variables related to product apararecem in the email. ${PurchaseOrders.Product Details} ${PurchaseOrders.Product Description} Tried this also: ${Products.Product Name} Thank you!
We can't create new sales orders
We can fill in the information but can not save new sales orders purchase orders
Description field in inventory module too small!
I just got through the chat session with customer service. They have decided to remove the ability to re-size the description field and we are stuck with the default super tiny useless one! Also, you can no longer right click to copy and paste, you need to use the old Ctrl-C, Ctrl-V on the keyboard. Geee, I wonder how that is going to work with a tablet? If you are frustrated like me, click the thumbs up button, perhaps we can force the change!
Import account/contact when 2 accounts have the same name ?
Hello, I try to import Accounts, and Contacts. But I have a problem when 2 accounts have the same account name (but different addresses). The contact is always linked to the first account (with the right account name) in the list. The problem is that I have different account ID's but the contact import seems to match only with the account name. What is the solution? Thanks for your answer. I'm stuck. Solène
Incredibly slow performance CRM Zoho
We are experiencing long delays upon updating customer records in zoho crm, this generally starts in the afternoon and is becoming quite unbearable for our staff. I have validated that the internet connectivity is sufficient, we are able to stream 1080p videos without problem on our 20 meg connection. But after pressing the save button when editing a client record we are faced with 30 second to 1 minute wait times. Is there any advice or diagnostic advice you can help us with?
Anyone else experiencing slowdown?
Hi guys, Is anyone else experiencing slowdown in the afternoon? We're based in the UK and it seems that when we get to mid afternoon Zoho becomes very sluggish. I'm trying to demo this to management and it's pretty awkward when your waiting 7/8 seconds for a record to save or to change screen. We aren't experiencing any latency regular websites and we don't have this issue in the morning. Thanks Neil
change Zoho Sales Order module back to old view?
Since you made the recent updates to Zoho CRM, a key column was removed from the product details section of our Sales Order module, and one was added that is unnecessary. How can I change this back to the old view that included the "Qty in Stock" column and remove the "tax" column in the product details section of the sales order module? It is completely unnecessary for us to view the "tax" column while the "qty in stock" column is critical for timely processing of our sales orders. Please let us
Zoho phone support is down
How am I supposed to get through to support? I have filled out two tickets that never got responded to. When I call the "24 hour" Zoho CRM support 1-888-900-9646 I am directed to leave a message. Every time I leave a message, they call me back after hours (we are closed after 4, and I mention it in the message). I then call back the next morning to speak with your "24 hour" team and yet again the cycle continues of leaving a message and not getting called back until after we close. I demand a response,
Inventory module update - Need to enter price manually!
In our business prices change daily and are dependent on the volume involved. We need to be able to just enter the right price for an article for a particular quote, just like it was before. Not meddle with list prices, discount codes etc. Undoable! We need an CRM system that we can depend on, I need to know that tomorrow I can just do the same I did today. Maybe even more but certainly not less. Zoho updates are really becoming nasty suprises ... If you really want to make an update, make it all
Make fields tie together or autofill from one module to another other than lead to customer
Could you guys make possible to enter info in a field on a potential and have it update to that same field under the contact that the potential is tied to. For example can you make a way to map dependent fields outside of lead to contact. Or allow for an automated workflow that will allow me to have a phone number or email address that is entered into a potential copy to that same field under the contact it is related to.
Inventory module update causing havok!
The recent updated to the inventory modules has caused havoc, but I guess that is what happens when you don't test your updates first. When you select an account, the contacts are no longer filtered by the account selected. You cannot copy billing to shipping. The tax fields have changed, they actually wiped the data that was in the fields, now I have to manually put them in. Thanks! To make it worse, nothing has been published about the changes. Thanks, these recent screw ups have made my argument
How do I create sub-franchises under one global franchise?
Is it possible to have one global contact/crm list attached to one credit card while allowing new individual credit cards to be attached to subsets of this global list? This is how we would envision handling a franchise where the individual franchise owners could set up their own sub-accounts using their own credit cards. And of course, we'd need to be able to use permissions/roles for security so each sub-account can only access and see their contacts. But we would want the master global account
Scheduled calls never go away why?
When I make a call I have no idea how to mark it completed. I changed the status, I make a note. But the call still shows up on my list.
Sales Reps cannot see sales order details
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 to be able to see the sales order details, but I do not want sales reps to be management and have access to data of all other users. My sales reps need to be able to see the sales order details. How can we fix this?
New - add line items in Quotes does not calculate currency properly
If you first select another currency besides your reference currency then the currency conversion does not work. It just adds the reference currency price. To make the quote work you have to add all line items with the reference currency selected. Once you have added all the line items then you select the currency you want to quote. This is not how Zoho worked previously. The real problem comes in when you want to update a quote. You have to re-select the reference currency, do the change and then
Include an already created opportunity in a new campaign
How do I include an already created opportunity in a new campaign? I usually create first the Campaign and then the opportunities within the campaign, but my doubt is how to do this the other way around. Thanks.
Formula calculation based on pick list values
Hi There, I am new to using Zoho formulas so thought I would post this here. I have looked at some posts here but I never seem to understand some of the answers. Here is what I have write using the INSERT method on the formula builder and I am trying to calculate a TOTAL AMOUNT based on the PREMIUM FREQUENCY and POTENTIALS AMOUNT and the PREMIUM FREQUENCY field is a picklist of values like Weekly, Monthly, Fortnightly etc. If ${Potentials.Premium Frequency} = Weekly , then ${Potentials.Amount}
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