"Batch Number" in Inventory Control
Hi Sir, I deadly need the "Batch Number" control function in Inventory Management. It's common that you need to record the batch of your product, especially in Pharmaceutical, Food industry. Here is what it does: When you "Purchase Order"/"Sales Order"-->Select Product from Product List-->Input "Batch Number" for each one. Check Inventory-->Show a detailed list of stocked products with one batch one line.(Or you can summary same product with different batch.) I appreciate if you can implement this
Why isnt a Role Name List popping us when I try to Add a New User? It wont allow me to add a user but its not allowing me to choose a role?
Why isnt a Role Name List popping us when I try to Add a New User? It wont allow me to add a user but its not allowing me to choose a role?
edit quote and invoice
I really have serious problems to edit the quote and invoice with your editor You can not do insert a table, and then not be able to edit the board or in the padding or insert a row I ask you why you do not enter an editor such as joomla Thanks, Pasquale Bondanese
CRM problems
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
Importing from CSV
Hello, I have a problem importing my Leads from a Excle sheet. First im saveing the file as .csv file. But after upleading i can not allocate for example company name, email etc. to the right field. It shows all in one line in column 1. How can i get this managed right? thanks a lot! Thomas
Uploading Videos
Hello, Has anyone tried to upload videos on Zoho? I am unable to do so. Biren
Zoho Attachment Management
Here's the requirement I have. Wondering if it's possible within Zoho Crm So for our different customers at different stages of the sales process we have different documents sent to them. In the early stages they might request collateral or pricing docs while in the latter stages it is documents like MSAs or NDAs. We send emails with these attachments uploaded into Zoho. So is there a way to 1. Search for all contacts who have been sent a specific attachment. For example, we're looking for all customers
email reminders
It seems like the task feature would be much more useful, if it would send an email reminder on the day that a task is due. Do you know if this feature is planned? thanks, Nate Nate Aune
Add Date to Log a Call in Zoho CRM
When you use the Log a Call feature, the activity is recorded OK in "Closed Activities" BUT has no date associated with it. The call 'Date Time' field does not show in Closed Activities, so you have no idea when the call was made. How can this be fixed? Thanks Matt
Is it possible to associate one event with multiple people?
Our company uses Zoho CRM to focus on collecting information about customers. As such, we want to be able to view all information about a given customer when the click on their name under lead/contact. The problem we are running into is that we aren't able to associate multiple people with one event. I know you can invite multiple people to one event but when you click on a record it doesn't show the event under their open or closed activities. I need a way to see all of the events a customer has
Issue with Email authenticantion
Every time I try to send an email to a lead - I receive a message telling me my account needs to be authenticated. But I have already authenticated it with the email that comes when a new account is created. I even created a second account and authenticated it but I am still having the same problem.
Potencial Businesses lost after trial period ended
Hi, My potencial businesses disappeared after my trial period ended. Now I only have two. Anyone knows why? Thank's
Bad customer service at the help desk
Below is a transcription of a bad help desk chat. Seems the help desk wants you to do their job. When creating an invoice, when you select an account, the scripting does not close the window. Sampath JS Hello! Welcome to CRM customer support Hello Eric hi. Sampath JS are you talking about Zoho CRM invoice or about Zoho Invoice Eric CRM Sampath JS may I have the screenshot it Eric Eric is sharing a file with you Capture.JPG - (Size:187.08 KB) are you able to read it? Sampath JS Please select an account
Report on the stage history and duration NEEDED to make a working and actual pipeline!
Hi. There is a problem: we cannot make a report which contains stage history of any potential. As a consequence, it is almost impossible to convert data on the history of a potential into the valid pipeline. I beg you to help us and include into the Advanced CRM Analytics fields which contain stage history of any deal and the fields which will help us to count the duration of any deal within a stage in the pipeline.
Update Multiple records from web app through api to zoho
Is there a way to update zoho multiple records from my web app through an api. i am not sure about how this criteria to used and send multiple parameters to the zoho form.
User Set up
Can somebody please call me back. I have an issue creating new user user where the role button brings up nothing andd hence I cannot save / Create the user nigel@iesworks.co.uk 00 44 7905 595810
New User
I am trying to add a user and the reports to button does not bring up the list. It just hangs and nothing comes up?
View Group in Zoho CRM Calendar
Hi, I want to be able to view a group in Zoho CRM Calendar. So basically, I have all Sales people listed in a group. I would like to view their appointments for the day off Zoho CRM. Is this possible? thanks Jarryd
limited to number of fields, workflows etc
I can't create more rules based on my current edition. Is there a workaround? Why is this limited in the first place. I wish ZOHO would point out that their system is limited to number of fields, workflows etc. So you don't spend time building it only to find out you cant finish the job.
New Lead Alerts Don't Work With API Leads . . . Help!
Hi There, Can anyone help. I have set up rules, alerts and emails to notify me when a new lead is created. This works perfectly when we manually create new leads. However, we have integrated the Zoho CRM API with our own website to work with our free trial sign up form. New leads are created this way in Zoho but the alert is not sent. Can anyone offer any advice or help? Many thanks Steve Robson
Force Password reset
With the heartbleed vulnerability I would like to force all the users to reset their passwords. Is it possible to do this?
Integrating Zoho CRM Price Book with Zoho Creator
Hello Experts, I'm trying get an idea about feasibility of integrating ZOHO CRM's PRICE BOOK / QUOTE INVOICING features with Zoho Creator (or an external database like Access or MSQL) Is it possible to generate dyanamic Unit Prices based on user defined parameters (eg Model, Plating Type1, Plating Type2), which are passed to a database (eg MSQL or similar), and which returns a Unit Price for including in a Quotation? In my company: Each Model has 4 Parts Each Part has a Raw Price and Plating Weight.
Automatically importing leads from another website--email?
Is there a way to import leads automatically that are generated on another website? I have dozens of new leads daily coming in on current sites, and I can cc a Zoho email address if it can import those contacts into my leads, but it's too clunky to do a file export > import every day.
Lead Approval
How to show again a lead Approval ?
Api errors when contact fields include `&`
Tried creating a Contact with 'Mailing Street' = 'Fuller Smith & Turner Griffin Brewery' but errored. I had to instead create Contact with mailing street 'Fuller Smith and Turner Griffin Brewery'
Custom Reports Question - CRM
I need to create some reports to pull out records that have NOT been called as yet, basically any records that have NO notes in them, i do not use the call section at all, how would I create this. I am only used to using filters in Excel to pull out whatever I want and don't want to see/include. I hope someone can help. Thanks
Update problem in Cases
I had to make an update to a Case and correct the contact person. When I changed the "Related to" person, it didn't update the phone and email address associated with that person. It left the information from the prior contact. Please help. Thanks!
Mon import ne fonctionne pas
Bonjour, j'ai essayé de faire 4 fois un import de 20 clients dans mon espace, on me dit que tut a fonctionné mais mes prospects n'apparaissent pas dans mon espace. Cordialement,
Workflow Automation?
Is there any way to set up workflow automation so that I can set up a process whereby a new lead receives a set of emails, spaced out over several weeks and tasks are set for my sales rep to call the lead at certain intervals?
Exporting Contacts and Accounts and putting back into Leads module
We have been using Zoho for a few years and no one has really used the leads module until I arrived. Now I am in the process of wanting to move all of the leads that have been historically entered in as contacts and accounts back into the leads module. I have purchased the $10 backup export so I have all of the data and I am confident in being able to get all of the account/company and contact information into one line item for import. The only issue I am seeing is the ability to import the associated
Newly created view not syncing to mobile app
Hi, a couple days ago I added a new view in leads to separate leads from another business we operate. I expected this new view to sync with the mobile app but thus far it hasn't. What to do?
Trying to create Potential with custom Potential Owner through Custom Function
Hi, I'm having trouble specifying the "Potential Owner" through my custom function. My function creates the new "Potential" and fills in all details fine, however, It does not fill in the "Potential Owner" field at all. Is this not possible? Thank you in advance
Potentials - Adding Custom Fields
I have created a custom field that takes the AMOUNT of a Potential and multiplies the field by 40%. Example: ${Potentials.Amount}*0.40 I would like to know if it's possible to add this field in a "bucket amount" that can be used in another formula. For example: Let's say that a Potential has field for the custom field ${Potentials.Amount}*0.40 that equals $100. A separate Potential has this same field (${Potentials.Amount}*0.40) that equals $200. What formula / function can I use that will allow
Automatic sync for Zoho CRM Outlook Plug in
We are using Outlook and Zoho CRM, and have purchased the MS Outlook Plugin. Do we have to perform the sync manually every time, or is there a way to set it up so that it does it automatically? Ken
Problems on CRM products
Esteemed ZOHO Corporation, I send you my list of problems: know how to add 2 or more products at once to my quote or invoice; add 2 or more products at once from the list or search for products; to know how to add an aggregate field in the search tab of the products (image attached) reorder / drag products added in a quote or invoice Thanks, Pasquale Bondanese
subscription
How do I know when I have to renew my monthly subscription?
Sync issue with i phone
Despite consistent reloads and refreshes not all our categories and contacts are coming through on the Zoho Iphone app on android it is fine?
How can I randomly assign leads generated from ZOHO web form?
Good afternoon! I'm Limberth caamal (web developer), I'm trying to integrate ZOHO web forms to my website and I want to know, if I can randomly assign leads generated from ZOHO web form? Or, if there is another way to randomly assign leads generated from the website. Thank you!
License issue
Hello, Can I buy standard licenses for the people in my call center, and just add the phone bridge ? or do I have to buy an entreprise licenses for thm all ?
No population for "Publish this form to Google site"
I log into ZohoCRM via Google Apps. I successfully created a web form that I would like to embed into a Google Apps website that I created. My website is not populating for the drop-down list. Is this option not available to Free Users? Typically there is some type of notification if this is the case.
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