Re-convert Client back into Prospect
Hello, Is it possible to make a client back into a prospect again? Also, would it be possible to do this in bulk (not one client at a time). Thanks
Can't see attachments!
One of our users of the CRM cannot see the file attachments in Zoho CRM, and we simply can't explain it let alone fix it. The rest of us can see the attachments. Unfortunately, she is the one who needs to see the attachments most of all. Anyone experienced anything like that before?
Error adding new component
Attached is a screenshot of the error I receive when trying to add a 5th component on the home page. I'm guessing it's because 4 is the max, but "crm.alert.add.component1" isn't exactly an intuitive way to express that. ;-)
Picklist in a formula field
Hi Can Picklist be used in a Formula field? There is a bug in the Forumla field: 1. I've a currency field called "Total Fee". 2. There is a picklist field called "Installments Opted" with values { 1 , 2 ,3 ,4 } 3. I want to create a formula field called "Ist Amt Due" for which the logic is: If Inst Opted = 1 , then Ist Amt Due = Total Fee * 100% Else If Inst Opted = 2 , then Ist Amt Due = Total Fee * 60% Else If Inst Opted = 3 , then Ist Amt Due = Total Fee * 50% Else If Inst Opted = 4 , then Ist
VAT rules not working
Tried making a VAT rule: 21 proc BTW - 0.21 Made this active for one product. Then, when i create a quote it the product does not include VAT?
Adding custom report to dashboard
I have created a custom potentials report and want to add it to my dashboard. Is this possible? When I use add component for the potential dashboard I don't see my report (closing this quarter) or even the report it was based on Closing this Month
I am in Zoho crm trying to attach to an email
I am sending an email from within zoho and am trying to attach one of the files that is attached to the lead. I can't seem to do that.
How to Group By Month using Summary and Tabular reports
I have a very real need for the ability to group reporting results by month, or week or quarter. I understand that this feature is available for a Matrix report, but unfortunately I've found the matrix report to be the least useful, especially as this style of report is not able to be featured on a dashboard. I'm wondering if there is any way to accomplish this grouping at this time. I must stress that this feature is of paramount importance to our business, and I can imagine to the businesses of
Sudden Email Error
When I try to receive email I'm suddenly getting a red error popup: Invalid Security Certificate for the server. Try changing the incoming port to 110, without SSL and check again. Email been workinng fine for 2 years now this popped up all of a sudden.
how can i get my gmail to post to zoho bcc link to zoho customer profile
I tried sending gmails to customers with attachments and add bbb:lzykqs@mails.zoho.com and receive this gmail error message. Delivery to the following recipient failed permanently: lzykqs@mails.zoho.com Technical details of permanent failure: DNS Error: Domain name not found I also tried sending the same mails with attachments from Zoho mail and it still doesn't work. The customer receives their message, but I cannot seem to link up the bcc address correctly. I cannot find (or perhaps don't
I can't seem to add role
i just added a new user to my professional account. I was forced to give her "manager" role, even though i want to limit her access and role. she did not yet accept the invite email.. is it only after she accepts and logs in, do i have access to limit the permissions and role?
Zoho CRM license numbers
I cannot seem to find out why you can only purchase 2 or more user licenses. My employers is trying to purchase one license and it doesn't seem be an option. Any idea why this is?
Cannot print quotes when running Zoho in Chrome
We have 3 users running Zoho CRM. 2 of the users run Zoho CRM using Internet Explorer and 1 user is running Zoho CRM using Chrome. The 2 users running Zoho CRM in Internet Explorer are having no issues but the one running Zoho CRM using Chrome is not able to print any documents. He can export to a PDF fine, Print Preview fine, but when he prints, it opens up the window to choose the template to use and shows the preview or pdf fine but will not print. It sends the job (seemingly) and thens spools
How to stop appended bullets in CRM e-mail templates??
The following <li>'s are being added to the bottom of my CRM e-mail templates: Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com There are three problems. The first is that I can not remove these bullets from e-mail
Add user who is deactiavted
I have a user who is set up under another Zoho account (call it Company A). His email address/user has been deactivated. But, under the new Zoho account (call it Company B) will not allow me to add him as it says that his email address is already in use. What is needed to make this happen?
Web to lead notification details not arriving - NetDev
Hi there, We no longer receive our lead details when a web lead notification form i completed. All we receive is the Zoho logo and a note to say a new lead was generated. Our contact us form on our website is also no longer sending out emails. Could you please shed some light on this? :) Laurence
Leads run vs. Closed Sales
I am trying to figure out how to setup Zoho to run a report to track our sales. The sales report I would like would have the amount of Leads run and of those Leads how many were SOLD? I have the Lead information in the LEAD tab and the SOLD information in the POTENTIAL tab under 'stage". Any help would be appreciated!
poor customer service
Hi, i have just started an enterprise account with supposed 24/7 support, yet i have emailed three time in the last three days and used the so called 'live chat' which has i have not actually seen live and left three messages about the same issue - i have had no reply on any of the media - not exactly what i wouod call customer service. i know this probably isnt the right place to contact, but ive tried all other options with no success!!!
ZOHO Webform Data not showing on Mac Mail and iPhone?
Since Saturday March 23rd my contact and lead forms data won't display on my iPhone or through my Mac Mail Client. If I log into my gmail through a web browser the email reveals the lead form data as before. Anyone else experiencing this issue? Regards, CW
Potential Dropdown Menu
Hello fellow CRM masters, I was wondering if it's possible to create a potential dropdown menu where an agent can click on it and choose from several types of potentials: Food & Beverage Potential - Hotels & Accommodation Potential - Activity Potential - Beauty Spa Treatment Potential, etc... Your swift reply is highly appreciated! Alex
Emails to leads
I am using the Outlook add-on for ZOHO. Whenever I email a lead and click Add Email it adds that lead as a contact. I then have to go delete the contact and click the add email button again and then it puts them in the CRM as a lead. Any thoughts?
Export industry type list
Is there a way to export an industry type list to .CSV, so that it can be re-imported as the industry type list for another module? Thanks.
Use related module fields in Inventory Templates
I'm building an inventory template for invoice and would like to pull in the related contact's phone and email address. Can I do this? What is the syntax for referring to this related data?
Problem with sync gmil with zoho crm
Hello I m a new user of Professional zoho crm(trial).I want to sync gmail with zoho crm.I have thiw problem: In setup>addons-- not see google apps(only zoho and other apps). What i must do?
Suggestions
I would suggest the ability to preview an email with merge fields before sending. To make sure everything merged correctly. I would also suggest the ability to highlight in the text fields
I can't believe that the information from Potentials or Account won't port over to the Quote
Official day one on Zoho. I'm all excited to start the demonstrations for my sales team to show them how "effortless" the transition will be from Salesforce. Slight hiccup... I go to do a demonstration of creating a Quote and find that the information does not port over from the Potential or Account. In order for me to create a Quote, I have to duplicate all efforts that I already did entering the Potential. So I started "chatting" online with a very nice fellow in India and he confirms that this
How to add cost to a product?
Hi there...in the CRM products, let's say I sell something that costs $100, but my actual cost of that is $85 (15% margin). How can Zoho handle that? What I am seeking is to have a salesperson add in the cost to the customer so that it shows $100 in invoices, etc, but internally, I know that I made $15 in gross margin off of the transaction. Thanks!
Quoting Woes
I am having serious problems with product handling and quoting in Zoho. I have 60,000 individual products that I need to be able to quote. However, I was told by tech support that the only way to do this is to import the products, then create a price book where I will have to insert 60,000 list prices manually. This is ridiculous!!!!!! I do not want or need to use a price book. Even if I did, why can I not import my list price and not manually type in my products by hand. I cannot afford to
Does anybody know why there are duplicate receipts in CRM?
I exported a list of receipts from Zoho Invoice. It showed that there are some duplicate receipts. I went in Zoho CRM and checked, but only saw one receipt. Does anybody know why this is happening?
How to Correctly Add Contact and Lead Form to Website
I am having a website put together by a company. In Zoho CRM I have successfully created a contact and lead form. I have given the web design company the iframe information string of data they need to embed the forms into the website in the appropriate places. Here is what has got me confused and what I think I need help with: It says landing page URL and I have put the URL of my website in this box: https:/mywebsite.com It says also asks to put in landing page URL and I have put the same website
"Formula custom fields not allowed in expression"
I just starting creating reports that I had setup in Sales Force within Zoho. The reports use custom fields which I have created in Zoho and I am using the FORMULA customer field creator. However, none of my formulas are working and I am getting the following error when checking for any SYNTAX errors: "formula custom fields not allowed in expression" I am not familiar with this error and Zoho doesn't provide any specifics to the error. Even the most basic formulas are not working properly. For
Products disappearing from sales orders
We have our web store integrated with Zoho CRM via the API so that when a customer places an order it automatically gets inserted into Zoho as a Sales Order. It's been working fine for many months. The sales order is added to a temporary account and when we process it we create a new account for the customer and move the sales order to that account. Yesterday we began having a problem where when we move the sales order to the new account all of the products in the sales order except for the first
Is there a way to retrieve a deleted lead in Zoho?
I have accidentally deleted a lead in Zoho. Is there a way to retrieve the lead once it has been deleted?
Authentication Failure. Change the user credentials in the Mail settings and re-enable auto fetch
This is the message that appears above my email tab. I haven't been receiving emails since 3/14/14. Has anyone seen this before? Phyllis
Zoho CRM: How do I create a custom field with a pick list?
We are trying to create a new custom field in Leads that identifies the product the lead is interested in but nothing in the Custom Setup allows you to do this. Does the paid version support this capability?
professional version
hello I activated the professional version unintentionally. is possible to return to the previous version? thanks
Repeating value fields
Dear Zoho Team, I'm in the process of customising our Template for Quote/Sale Orders and Invoice and encounter the following problem I use your Merge field value tool to create our own template. However, so far I have not figured out how to make a extendable table, in which the corresponding values are repeated. For example, with your Template, if the number of product is more than one, the fields are repeated and appear as in the picture below whereas in mine, only the first product appears. I know
Does anyone know how to change the "whom to deal" inside the potentials tab?
The thing that i want to cheange is in the red square
Calibri on Mailmerge Templates
Hello. We are trying to create a MailMerge template that we can use for our potential clients. We currently have a template that we do use that wasn't in Zoho previously and we'd like to keep that consistency throughout to give a professional image of ourselves. However, is there a solution so that we can still use Calibri as the font? I can't seen to find anything. Kind Regards Andrew
Contacts in Mobile
How can I make my Phone's Caller ID use the Contacts CRM information? With the app it's not working. Can I use Zoho Mail? If so, what would be the best approach? Thanks! Gery
Next Page