Web Form for Vendor module
Hi, I want to deploy a web form for vendor module. I do not see on shelf feature for this. However, I got to know that I can achieve this through API. Could you please walk me through on how to achieve this so I may implement the same. Thanks, Sylvestor George Phone:- 669-888-6088
Attachements in Potential Module
Why do attachments uploaded to a lead not follow the lead when converted to a Potential? If I attach a file to a lead and convert to a Potential, the attachment shows up under that Account and Contact, but not Potentials. There is an Attachment section in the Potential Details, but it remains blank. We mostly attach quotes, so it would be very helpful to have the attachment follow the lead into the Potential Module.
How do I alphabetize contacts in Zoho
Hi all, I am a marketer for a plumbing company. Can someone please tell me how to alphabetize the contact list on Zoho? If so could you email me at onecallplumb@gmail.com Any help would be appreciated Thanks, Sara
Looking for a solution to setup ZohoCRM for the French "ECO-CONTRIBUTION"
Hello, new tax rules for certain product categories introduced the so named "ECO-CONTRIBUTION" : a tax depending on the weight of a product and which rate is related to the composition of the goods (more than 50% stell, more than 50% wooden, etc...). I would translate it as a "recycling fee". Of course, this taxation needs to appear on quotes/orders/invoices and I'm committed to report each quarter the types and amounts I invoiced. A first tempt conducted me to create a product for each type of tax,
Copy Quotes
How can I copy quotes ? Can you have a model with the products to be used repeatedly ?
Is there a way to add a colum in "Open Tasks" in the component home view?
Is there a way to add a colum in "Open Tasks" in the component home view? I want to add Subject of the task but also of what potential it is so it is easier to follow. BR,
Changing sections displayed in each module
Is it possible to change the sections displayed in a module? For example, I have created a link between cases and sales orders. In the cases module, I would like to see all of the associated sales orders, and vice-versa. I know I can create a custom field with a lookup, but that is a manual process, and provides only a one-to-one relationship. I would like to be able to produce multiple sales orders for a case and see the linked sales orders in the case module.
Adding custom lookup field
For some reason I do not have the option to add a custom lookup field. When I go to create a custom filed at a potential level, the look up option just isn't available. Can anyone tell me if this is limited to a certain addition of Zoho CRM.
Issues with lead conversion
We are a B2B and have both resellers and repeat business. We currently use the 'Lead' section to track people/companies which come into the business which have yet to be qualified. These 'leads' can be assigned to either a member of our sales team or a reseller depending on the type of business it is. There are a number of scenarios where 'leads' are causing an issue because when they are converted into a potential they are automatically creating a new account. This affects both repeat business
Allow sales staff access to only selected customers?
Hi all, Can I set ZOHO so that my sales staff only have access to their customers? I would like to add a new user and then select the customers that they can see. Is this easy / possible to do? Luke
auto close a quote
I need a quote status to automatically close / won when I chose to make a work order in potentials. is this possible?
CRM & Outlook 2014
What is the success of integration with Outlook 2014? I see 2013 mentioned, but not 2014... Thanks
How do i move field from leads to accounts
I created field in leads but didn't check the box that would make it apply for accounts too. When I want to edit it, CRM doesn't offer me this option anymore.. Please help.
Creating Activity View Filter: "This Week's Activities"
I'd really like to create a view called "This week's activities". To do this, I'd need a filter that would capture the week, or if I couldn't have that, I could create a view called "Plus five, Minus five" which would put into view all the activities on for today, as well as appts five days back and five days forward. If this can't be done, can anyone share with me something that would help me use the coding correctly?
Account Entry page - changing info displayed
When I go into the primary page for Account entry, it displays all of the details on the page plus summarized the Notes, Contacts, Attachments, etc. Can I change the data displayed for contacts? It currently lists Name, Email, Mobile. I would like to delete Mobile and include Email Opt-Out. Thanks, Chuck
Zoho Writer
I am using Zoho writer to create a mailer merge template however the line spacing seems to be a minimum of 1.0 When I add in mail merge fields to create a delivery address the spacing means the address will not fit in the envelope window. Any ideas how to reduce the space between the lines?
Can't invite collegue, not able to change role/privileges (everyone is CEO and admin)??
Hi, I'm currently evaluating the free version of Zoho (3 users) and so far I'm not impressed. Is this the way it should be? /Morgan
Zoho Calendar and Google Calendar Sync
Hello, Some of our Zoho users have been experiencing a new problem. Calendar events created in Zoho should synchronize with Google Apps Calendar as each user has the 2-way sync setup. Some users are reporting that after creating an event in Zoho, the event will duplicate many times in both Zoho and Google Calendar (in excess of 100 duplication of the same event).
A Invoice
How can I create Involses by Zoho?
Is it possible to change the dropdown options in the stage field in Potentials Database?
Is it possible to change the dropdown options in the stage field in Potentials Database? I know it is a required field but those terms are not exactly what we use at our company. Is there a way to change them to reflect terminology that we currently use?
Automatic e-mails to accounts
Hi, I am trying to automate the merchants information process. I would like to be able to set up the system to send out e-mail-templates to specific contacts, based on their accounts.
Linking Clients and Companies to a "Project" (not a Zoho Project)
I would like some advice on options to use Zoho to solve a problem for us. I am a new user. I run a supply business in the construction industry. We have clients and contacts and I appreciate the possible linkage between them. In addition we have a third dimension in that we are dealing with multiple clients and subsequently contacts on the same Potential Construction project. Ie we might be dealing with John at Company A, Mary at Company B and Paul at Company C who are all competing for work at
Custom Sorting in Reports
Can I custom sort a report by the stage field. Under field setup for the potentials view I can add a sales stage field and sort each stage how I want them. Example: Fallback, Qualifying, Presentation, Needs and Solutions, Activate and Transition, Retain. I want to create a pipeline report that sorts the stages in this order. I know I can sort alphabetically ascending or descending, but can I sort them in order of sales stage?
How to get total number of leads using API ?
I am using Zoho CRM API and have gone through getRecords method as mentioned on https://www.zoho.com/crm/help/api/getrecords.html But there is no any way to get total number of leads ? Also, should we can get list of leads with specific field value search For ex : I want leads having last name as "Thomas" ? Please let me know.
Create Lead Report
Hi, I want to create a simple report for Leads. All I want to report on is: Lead Company Lead Owner Last Activity Time Notes content Note Created Time I don't think its that difficult, but I can find no way of doing it. When I try to create a new report it just won't let me save it. Many Thanks
How to create a Child field - Potential and in General?
I just wanted to check on how to create a child field for potentials module. Basically we use this module for our quotes system, we have thousands of variables in our stock so creating a products list is out of the question for us. Basically when we quote there could be MULTIPLE quotes, what we currently use is a basic format in which i created an auto number quote field so that each quote get's it's own number. For instance: quote no. 345 purchase (new), £**,*** quote no. 346 lease hire, £**per
Adding a user
Hi I have added a couple of users of which need to confirm at some stage, I have added one person but it comes up with the following error message: "This Email address is already taken. Specify a different Email address for the user" Also, How can the system be used so that more than one user can view all updates and new entries so that it is used as a central system for all users?
Export Contacts from certain Countries
Hi, I want to know if it is possible to export contacts from certain Countries. I have all my contacts but I need all from, let's say, Colombia and Ecuador. For what I have tried here, it always exports all my contacts. Thank you!
A one click option to add an Account to the Vendor list
Quite a number of my Accounts and Contact are also vendors and I have to enter their details in twice or get tricky with export an import. A check box to add to vendor would be a big time saver for me. Having the data cross referenced would be good to so when we change one the other is updated as well.
Contact name does not show in event view when it's a lead
This is a task filled out that is attached to the LEAD module. This person is NOT a contact yet. Just a LEAD. When I view my tasks in the summary, the system does not show her name as the Contact. It will only show the contact name if it's association with the Contact Module, not the Lead Module. See screenshot below. Although names are blurred to protect the innocent, you can clearly see that the name is not there. This is clearly a bug that needs to be fixed for full functionality. I also
Impossible to remove fields
Hello, I try to delete fields that I create and no serve: impossible. The fields are empty. Because of this, I can not create new ones! Could you help me. I keep having problems with Zoho CRM. Thank you Sophie G.
only lets me download 2000 records ?
How can I download more than 2000 records when I have uploaded over 10000 john
Submit form via ajax in ZOHO CRM
I have an issue, i am trying to send email with zoho crm <form id='form' method="POST" action='https://crm.zoho.com/crm/WebToLeadForm' > and want to sent email without page refresh via ajax.. Below is my code which i am using <script type="text/javascript"> $(document).ready(function () { var options = { beforeSubmit: validate, success: showResponse }; $('#form').ajaxForm(options); }); function showResponse(responseText, statusText, xhr, $form) {
Move Modules Under Quick Actions
I have been using Zoho CRM for some time now and as much as i like the updated UI i still feel there are improvements to be made as i seem to do a lot of scrolling to see other modules under database fields. Zoho did made some improvements in the latest UI by adding "Quick Actions" on the right side of the page for "Add Call, Send Email, ETC" however i would like to see them add other modules like "Open Activities, Closed Activities, Stage, Attachments, ETC" I have taken some time to show how this
+++>> I need to update records fields in ZohoCRM from an Excel spreadsheet
Hello, I have an Excel file with 2 columns 1 are email address and the other is a filed with data codes that indicate whether the email has been verified. Is there a way to upload the Excel records so that the records in ZohoCrm that match the Excel email are updated with the email verification code in a dedicated field in ZohoCRM. Example, in ZohoCRM I have 2 records gpolzer@zoloo.com lizy@gmail.coom My Excel spreadsheet has these records with 2 fields: gpolzer@zoloo.com Verified lizy@gmail.coom
MAIL MAGNET FILTERING
Hi ZOHO Team. Can i add a filter to mail magnet. I want to eliminate my colleagues. If it's possible can you show me. Thank you Güven Dereli İş Kavramları
Display contact pictures
Hello, Is there a way to display all my contact pictures when I'm in the contacts module? I tried editing my view but picture was not an option. Thank you
Lead Fields & Drop Down menus
Hi In the Leads section, are you able to add a new category? - i.e. There are drop down menus for say "industry" and "Lead Status" can I add new drop down menu for a different requirement i.e Lead Type Thanks
Email "sender" field
When I send an email during CRM activities, the system send : send by (name....)@zohocrm.com But I do not want appears these info, i just want mail-receiver see my email, without @zohocrm.com final part. THis is a new problem since some weeks ago, it did not happen. Do anyone have any info on how to solve that? Thank you in advance! Alessandro
Sorting Contacts by last name
Where can I change the sort criteria for the contact list?
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