Can you change the order of items in a quote in Zoho CRM?
Hi, Basically we do our quotes in Zoho CRM and then different customers will want different works packages. The clone function is a brilliant idea. However once cloned If I want to add a product the item it will alway appear at the bottom and to get in the correct order I then have to remove items above it and reenter to have it in the correct sequence. Have played about with a Zoho books trial I note that this is possible here, but I really don't want to have another platform to have to login to
Only 32000 characters are allowed in your email content
Can't enter any templates it gives me errror "Only 32000 characters are allowed in your email content". I am nowhere near that number of characters. See my secreen shot... Please help, if I can't use templates then I will need to cancel and go to another CRM.
Workflow Issue on Import
I need the capability to have a set of Workflow rules automatically attach to leads as they are imported into ZOHO CRM. This is not one task, but a series of 10 tasks which should occur at intervals up to 100 days out. How can one accomplish this. I see how to set up workrules, but they don't appear to work on imported leads. Is this something I and I alone need? BillK :?:
Creation/Edit of Contact Record Creating Duplicate Accounts
I am in account form and creating a new contact. When save a new duplicate account is created and contact does not appear in original account. Tried entry from short form with same result. Merged duplicates to correct. Edited contact to clean up and when save back to original problem...duplicate account with disassociated contact.
Integrating Scheduling Software
Our sales reps use TimeTrade to book time with potential customers. Is there a way we can integrate a link to their calendar into email templates? Keeping in mind that we have multiple users (sales reps) all using the same template.
uploading from spread sheet
I am trying to upload my spreadsheet into the leads. My spreadsheet has multiple tabs at the bottom for different types of companies. It is only uploading the first tab. Any ideas on how to get the other ones to upload?
Lead source drown down menu
I want to be able to create a Parent/Child relationship in a drop down menu. For example, in the Lead Source drop down menu I have an "Other" category. If that category is chosen I would like a text box to appear saying "Please Specify." Is this possible and how?
What is the problem?
what is the problem? See attachment.
Get Products record by searchCondition that condition have multiple values through API?
Hi, I need to get products records by passing multiple Products id Thanks, Selva.
Industry Field
Hi, I have edited the values in the Industry field and saved the changes. The new values does not reflected in the Industry's dropdown list when I edited Account information. Please help. Thank you.
Tags
Hi, I would like to ad several tags to each lead. For example: tag by position, country, industry, couple of sub industry topics depending on the responsibilty (like regulatory in clinical research or regulatory finished products) etc. For some leads I would like to use even 7-8 tags. Can you help me how can we do it. Thanks, Szabolcs
Can I pass JSON instead of XML into the insertRecords api?
I see that I can get Zoho to return either xml or json but it seems like I have to pass in xml (in the xmlData parameter). Is there anyway to pass in json instead?
Account/Contacts
I want to add a new Account. I've looked at the tool bar across the top but it it not there. I do have admin privileges. The only way I can add a new account right now is to go into open and click edit on an existing contact. Then when I hit the account lockup I can choose to add a new account. There has to be an easier way! Sheilaz
Attn. CRM Administrators: Only HTTPS Support in Web Forms
Hello, At present, we are supporting both HTTP and HTTPS in the following Web forms: Web to Lead Web to Contact Web to Case Unsubscription form for Email Opt-out From Jun 1, 2011, we will support only the HTTPS and permanently discontinue HTTP. If you still continue to use the HTTP in your web forms after May 31, 2011, you cannot collect the leads, contacts, cases and email opt-out data from your website. How to Update your Web Form? Please follow these steps to change from HTTP to HTTPS: Step 1:
Does anyone else have more than one instance of CRM open on their browser?
I have been getting duplicate notifications tasks/pop ups since early last week. I have spoken to CRM support today they are saying that his has always been the case, but yet I always work with multiple tabs, they are saying that if you have multiple CRM web pages open then you will receive the same amount of these pop ups? I think this is ridiculous. I have been using Zoho CRM for months and have never had this particular problem before. Does anyone else here use have more than one instance of
Map Custom Fields
Hello, In our business process, we Convert Quotes to Sales Orders and Invoices. We would like to identify all Sales Orders and Invoices that belong to a Quote, via a unique ProjectNumber. We want the same ProjectNumber to be carried through from Quotes through Sales Orders and Invoices. So we created a custom field ProjectNumber (of type Auto-Number) in the Quotes module. When doing so, we clicked the checkbox so that the same field is also created in the Sales Orders and Invoices modules. The field
Can not access contact address from the contact screen
When I have the contact screen up I can not go into the contact and see their address.
Activities - "From"
Hi, under the activities tab between "Activity Type" and "Due Date" there is a section named "From". How do I get the activity/task owner's name listed there so I dont have to click on each task to see who the owner is? Is this possible? Thank You :)
Can´t downgrade my subscription
I tried to downgrade my subscription of Zoho CRM to the free version, but the system asks me to choose among 3 options the reason and does not give me a button to finalize the operation.
Workflow Alert does not notify the recipient.
So I have created a rule the criteria is as follows: ( ( ( ( ( ( ( ( ( Owner First Name is Timothy Dodge or Owner First Name is Barry Strudwick ) or Owner First Name is Fernando Alfaro ) or Owner First Name is Jason Boon ) or Owner First Name is Leslie Hoblitzell ) or Owner First Name is Lolly Strudwick ) or Owner First Name is Mike Torino ) or Owner First Name is Stacey Murray ) or Owner First Name is Stephanie Green ) or Owner First Name is Steve Gohde ) I have an alert associated to the rule so
Adding contact's person phone number to tasks report
Hello, I added a custom report on open tasks by customer. I can add the contact person name to the report but the list of fields does not include other info about the contact person such as mobile phone Is it a way I can add it ? Thanks in advance Moti
Formula expression field euclidean division
Hi, I like to make a custom field for my invoices in the structure of ogm like '+++090/9337/55493+++' In order todo this - the first 10 numbers can be random (will be my client id and invoice number of the month) - the last 2 numbers are the control number that you can get by dividing the first 10 numbers by the rest of the euclidean division by 97 - Before and after the numbers i have to add three +++ or *** - In between i have to add a / after the first three and one after the first 6 How can
invite to an event
when I create an event and send invitations to attendees... 1 - is there a way to receive a confirmation when individuals accept the invitation? 2 - is there a way to have the event automatically added to people's calendar. thanks
CRM very slow- won't load any searches
Any ideas?
zoho.loginuserid not producing desired results in custom function.
I have the custom function below, and no matter what the zoho.loginuserid is coming back as mine, not the user that is logged in. For example, I have a user on a mobile device that updates the custom field "Resolution" in the cases module. This function is supposed to append the Resolution to the custom field "History" and then delete the Resolution. Part of the appended string is supposed to be the user that submitted the Resolution. However the function appears to use the administrator's Zoho ID.
Can i have filed in contact to appear under lead?
I have fields which I already created in contacts and I want some of them to appear under leads. Is it possible?
What happens if the internet goes off, how can be connected to the CRM
What happens if the internet goes off, how can be connected to the CRM? Is there any way i can see my file??/
Edit Contact: "edit" link disappears when mouse over and can't be selected
Hi guys I am trying to use the direct edit option on screen to modify a contact email adress. But on mouse over the edit link completely disappears and cannot be selected. Happening on FireFox 21 at least..IE works ok. Cheers Timm
How to disconnect Zoho CRM from Zoho Invoice
Hi, I am testing Zoho applications and have connected Zoho CRM to Zoho Invoice. When I tried to connect Zoho CRm to Zoho Books I've got a message saying that this account (my email address) already exists. How do I disconnect/deactivate Zoho CRM from Zoho Invoice? Thanks, Stef
Send Mail from POTENTIALs lIst
I wanted to share a list of potentials with another user. When I click on send mail under the more actions menu , iy asked me to select few records. I selected 7. Then I was prompted to select a template. I only template shown was "bid deal alert". Once I selected that , screen shows 7 mails send. This was most embarrassing as emails were not meant to be send to the contact listed in each potential record. How do I rectify this.? Thanks NARESH
Send a Zoho form to obtain documents to attach to the "attachments" section of a profile
Hello, I am very new to the Zoho platform but do have some background in programming in general. I don't think I've quite understood the flow and platform yet enough to answer my question. I would like to create a form (web form? zoho creator app?; something I can send to select clients by email, say) that prompts customers I send it to, to attach specific documents that when submitted will attach to the "attachments" section of the client's profile. Something like.. Attach document 1 here <Attach
Help with a date created + X amount of days formula
I am trying to create a formula that takes the "Date Created" and adds "X" amount of days. Any help would be appreciated.
Reports tab on home page has disappeared!
Hi all, I have just noticed that on the main tab on Zoho which shows home/pulse/leads/accounts etc has removed the tab for Reports. Does anyone know why this may be? I have also searched for reports, but no results have come up. Thanks, Kelly
Leads App - Now for Android Phones Too!
Let us begin with the basic question - What does the Leads app do? It scans badges of attendees (at trade shows and events) and adds them as leads in your Zoho CRM account. This app was available only for the iPhone users. Now, it is also available in the Google Play Store for Android users. Why do I need the Leads app? Quick follow ups - Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up. You can quickly add leads and assign them to the sales rep
Vendor name in contact screen
I am curious who uses "Vendor Name" in the contact fields and what for?
Problem with the save and create follow-up task
Hi, When I click on the save and create follow-up task button in a call edit, the page freezes and no new task is created. In IE, I have a message : Unable to process your request Click here to go back.
Canceling prepaid plan
If I purchased a 1 year pre-paid plan and cancel before 1 year, do I get re-imbursed for the unsubscribed time?
Report of email sent out!
Hello, Is there a way in the CRM that you can go in and see all emails that was sent out the system to leads or contacts...? either per day or weeks...? Thank you! G
Notes
Hellow Support When i write http://mm.bonusklubben.dk/feed in the Notes og the content field andclick on save. The text is convertet to this: http://mm.bonusklubben.dk/feed I´m using Firefox Hope someone can help me Kind regards Lars Jensen
Not Shown applied Tax and value on Pop up when click on item Tax in Edit or Mapping any Sales Order to Invoice
Dear Technical Team, I am just writing you about Invoice and Sales Order in edit or Mapping modes problem. When I am going to create a Sales Order then I can apply tax and view these taxes on popup but when going to Edit existing Sales order then I am not getting that applied taxes on pop up but its value shown in page also means below item details. Same thing happening with Invoice when I m going to mapping any sale order then it arise. Please solve it as soon
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