About the "Active" field
Hello, When the "Active" field is unselected in "Products" or "Price Books", whether the product or price book could be available in other modules? Thanks.
Custom function (workflow)
Helllo everyone ! Is it possible to copy the records from a module in order to paste them to another module with a workflow rule (custom function) A workflow rule with the same tasks as "convert" function in a lead module ... Thanks you very much for your help
pulling account billing into purchase order (auto fill)
how can i set up the purchase order page to pull account billing information into the billing field on the purchase order page?
Need Video Tutorials on customizing
Can anyone point me to video tutorials on customizing the look and fields in zoho?
user e-mail name is used as notification from website, can't add that e-mail as a user. Help
I am trying to add a user and Zoho keeps saying e-mail is already in use. when i search zoho the name or e-mail does not come up. this particular e-mail I think is written in the code for a website submission notification. Is there a way around not deleting that notification.
Can I pull bug data using C#?
Hello, I am new to Zoho and while experienced with C#, I have not done much REST calls. My question is, is it possible to pull data on bugs using an API and if so, are they any examples to get me started? Thank you.
Problem with Mail Merge to Microsoft Word 2007
When we try to create a mail merge template in Microsoft Word 2007 we get the following error.... See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box. ************** Exception Text ************** System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.Office.Interop.Word, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c' or one of its dependencies. The system cannot find the file specified. File name: 'Microsoft.Office.Interop.Word,
Trying to Create a Rule with an alert that send a template e-mail to Lead:e-mail
I an starting using the Rules of Zoho CRM and saw a video of zoho in youtube that show that we can creat an alert to send and e-mail do the lead email. But, in my CRM there is no way to choose LEad:e-mail in the alert configuration. Why is this happening? Thanks Léo Barbieri Please, take a look at the two links under - Gdrive links. Its a compar off two slide, onde from your youtube video and other off my zohocrm https://drive.google.com/file/d/0BzOCteRH6yhvN3U0d0xkZllnRjQ/edit?usp=sharing https://drive.google.com/file/d/0BzOCteRH6yhvSWhCTDdQWmpQQ0k/edit?usp=sharing
Open Potentials Report
Why are "closed won" opportunities listed in the "open potentials" report?
Sending double emails
Hi, I tested sending out emails from a template and it works, but the receiver is getting two copies, any reason why this is happening?
Effective Way to Add Shipping in Quotes
I may be missing something, but is there a way to include a Shipping Quote that totals into the overall amount of the order? Is the best option simply to create a Shipping Product, so to speak?
Default view (in "tasks") on mobile.zoho.com/crm
I am using mobile.zoho.com/crm which works nice when I'm on the road. One feature I could not find is to define the default views. For example: when I go to tasks, the default view is "all tasks" But I would prefer it to go to the custom view I have created on my laptop (in the full version of Zoho) called "My High Priority Tasks". Is there a setting somewhere so I can define this for my mobile. Thanks, Herbert
Add ID in custom links
Hello, I would really need to be able to add the ID of a lead or a contact in custom links that one can create (Setup -> Customization -> Links). I have been able to do that for a link in module Sales Orders: www.test.com?SO=${SalesOrders.SO Number} but am not able to do the same in module Leads and Contacts. Have been trying with: www.test.com?Lead=${Leads.LEADID} but I get a warning (Given field label does not exist). Could you please add LEADID and CONTACTID in the drop down menu or at least not
CRM email template - using accounts contact name.
If sending an email from a record in accounts , using a email template, is there by default object fields to call the accounts contact name and use it in the email template? I tried standard {Leads.Lead Name} and it doesn't work, only displays the code in the actual email. Thanks in advance
Mass add products to multiple leads or clients
We are trying to use Zoho CRM to manage, among other things, the attendance to our seminars. Attendants can be either leads (since we are trying to attract them to other services) or clients. We thought that products would be the best way to register each seminar on Zoho. Since we have more than 120 attendants to each seminar, it would be better to mass assign the products to selected leads and contacts, instead of opening each one. Is there any way to do that within Zoho CRM?
Why do I not see my "Closed Won" on my pipeline by stage or my dashboard?
I have several potentials that are now "Closed Won" is the stages. But on my dashboard and on my pipeline by stage graphic on the home page there is never any showing. It only displays my "Quoted" potentials and "Indecisive Decision Makers". I have tried numerous time to edit the displays and I can figure out what I am missing. Thanks!
Serialized Inventory
Does zoho CRM support serialized inventory. I am needing the ability to manage my inventory (All of which is uniquely serialized). Ideally the flow would go like this. PO Created, Approved, Processed and when receiving on the PO, I would need to enter the serial number for each of the QTY on the PO. I could then run a report and based on the SKU, I could see a list of what I had on hand and what the serial numbers were. When processing an Sales ORder, I would need to enter the Serial number
Grouping records
Hi, Here is my problem : I have a compagny that has agencies in different countries, so I have leads, contacts, accounts ... for each agency, How can I setup up this so that each agency users can only access their records, knowing that they all offer the same products and have the same process ? thank you
How to track time trigger workflow queue
Hi all! I'm new to Zoho and trying to figure something out. I was able to create a workflow using a time trigger, but I want to know how to track the messages in the "queue" that have no been sent out yet. I want to be able to see a list of e-mails that will be going out soon so that if for whatever reason I need to cancel a message, I could. I am currently able to do this in Salesforce and hoping we are able to in Zoho as well! Thanks, Erica
Delete recurring task
How do I delete a recurring task? I created a couple recurring tasks and I can't find a way to delete them? Thanks
roll up values for sub accounts
Hi, I would like to be able to roll up my sub accounts to a master account. The example given: https://www.zoho.com/crm/help/automation/custom-functions.html#Business_Scenario1 does not actually work as I have tried it as described to "learn" how
Reports with company logo?
Are there plans for reports to be generated with company branding/logo? Currently the reports are bland and sparse. The ability to have your company logo on the corner (higher resolution) would make the reports look "better". We use the reports with clients externally so having good looking materials is an issue. Plans?
why are my questions being deleted?
Twice now Ive asked a serious question about how to do something. Why are the mods deleting it????
Quote layouts
In my quotes I need to show list price then discount from list price and subtotal. How do I A) do this on the quote and B) get the printed quote to display this way?
Calling A Custom Funttion
I want to run a custom function based on a user wanting to run the function not based on a workflow rule. i.e. When they press a custom button or run a macro. I can't see anything to do this? Any ideas?
Bcc from apple mail to contact record
How do I do this?
Font error while import leads file (*.csv)
Hello, I tried to imported a csv file into leads and they turned into error. My original file was in Vietnames font - arial normal. How to fix this? Tks, Serena
Can't import CSV file
I have less than 900 lines in file. Keeps telling me I cannot load more than 1000 lines. What is the solution?
outlook plugin newbie - emails listed as leads??
Outlook emails seem to be appearing as Leads in my queue. The emails are not leads, and have nothing to do with leads, and I don't want them to appear. Where do I control that?? Thanks for any help for the newbie!
File must not contain more than (x) rows
Hi. Having trouble importing contacts. "File should not contain more than (x) rows" keeps coming up. It has done it before and I have managed to sort it out. But this time, the problem is persisting and nothing I have done can change it. I am trying to upload around 30 contacts (from 3 separate csv files) and regardless of what I do, it keeps coming up with the same error message and the same amount of rows given. Any help would be greatly appreciated. Thanks.
Does ZOHO CRM integrate with Constant Contact
I came across an article from 2011 in ZOHO Blog that referenced Cazoomi, but don't find any information on the ZOHO site about Integration with Constant Contact. Is there an integration feature to integrate ZOHO CRM with Constant Contact
Can a task be created automatically based on rules following a mass email
Hi I am new to zoho. Would anyone know if the system can be configured to automatically generate a task to call a contact when they have opened a mass email more than 2 times / clicked on a link in a mass email ? Basically, I want to send out an email to my contacts and be prompted to call people who have shown some interest / activity. Thanks
Making the Report module menu consistent with current modules
Though one can choose to disable / hide some modules (Leads, Tickets, etc.), their related Report Menu still shows in the Reports section. For instance, I have hidden the Leads module, but when I go to the Report module, the Lead report category still shows. I did not find any option to hide any of the categories. Is there a way to hide the Report entries corresponding to Modules that have been disabled/hidden? Nothing crucial here, but many users just focus on a few reports and it would just be
Customize columns that show up in Lookup menu
When I look up a contact for example from another module, the only columns that show are Contact Name, Phone, Email and Account Name. Can i customize the columns that show up? For example, I want to show a Contact Type.
Invoice Template and Custom Fields
Hi, As I understand, the typical flow of creating an invoice is Sales Order => Invoice. The computation of tax etc is done based on the products, volumes, prices and taxes in Sales Order. In the Invoice, isn't it obvious that all taxes should be listed in details - individual items? For example, in India we have a concept of "Service Tax" / "VAT", "Education Cess" etc. I am able to add these as custom fields in the product. However, these do not appear as individual items in the final invoice. The
InsertRecords with jquery erorr
Hi, I'm trying to call the InsertRecords api with jquery ajax method and I'm getting a 500 internal error message. Does anyone have any suggestions? Here is the code: var leadCRMUrl = 'https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'; //api service var crmForm = $('#crmForm').serializeArray(); var crmAcctData = 'newFormat="1"&authtoken=<TOKEN>&scope=crmapi&xmlData=' crmAcctData += '<?xml version="1.0" encoding="utf-8"?> \ <Contacts> \ <row no=1> \ <FL val="First Name">' + crmForm[0].value
Mass delete accounts
I want to perform a mass delete on Accounts where the Phone field is empty and there are no contacts associated with the account. The phone field is easy but is there anyway to add the criteria of there being no contacts?
Is it possible to add a new field in Leads, Potentials, etc.?
I just used Zoho and I am starting to set this up and make this work. My question is, would it be possible to add a new field for Leads other than the default ones? What I would want to do is to add a "comment(s)/remark(s)" field. However, I am not seeing the field on Zoho. Instead I only have to utilize "description field" since it is the only one that is available. I already have several sheets that I imported but my "comments field" are the only ones that are not imported. Is this a workaround
Display a new potential field in forecasts
Hi Guys, The standard forecast reporting shows the total amount of potential revenue. I have added another currency field to show profit. How do I change the forecast view to show the total amount of profit? Regards Jon
Custom home page
Hi I'm trying to add a report to my custom home page but it doesn't give me the option to add a report? Cheers
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