discount shown in template only if not 0.00
Customer support told me in the chat that the following is not possible. this makes the quote templates useless for me. It would be convenient to have a code in the quote template that all the discounts are only shown on the quote in pdf of they are different from 0.00. Now it is only possible to show or not to show discount in the quote pdf. This way you either have no discount function in your quote, or the customer who doesn't get a discount will sure ask for it. If there is already an option
How to remove the "copy address" button on the account page?
As we don't need a shipping address, only the billing one, we have removed one of the address from the account page, but I see that even with a single address, the "copy address" button is still showing, how can I remove this? Thanks, Olivier
Notes Categorization
We want to move a very large number of notes from our old Filemaker Pro database to Zoho. We would love the ability to tag or categorize notes under Accounts and Contacts. Is there any way to do this currently?
New business leads for my CRM on Zoho
We have been using Zoho CRM at Web Spies to capture prospect details that make an inquiry from our website and email campaigns for web design.This has been successful for us as we can manage leads more effectively! What we wanted to do now is generate more business leads, so we added some software to our websites Web Spies that shows us company details that look at key pages but don't make contact with us. This has doubled our lead generation through the website and kept the sales team buzzing. I
Can I have a product/service breakdown in my potentials?
In my line of work, I sell software (different types) and services. For my potentials, I would like to show a breakdown, e.g.:- Product 1 - $20000 Product 2 - $10000 Services 1 - $15000 Services 2 - $5000 Potential Total = $50000. THEN I would like to see all my potentials for, say, Product 2 (and just show the amounts totalled for Product 2), so I can print a Product 2 report and show that to my supplier for that product. Can I do this in Zoho CRM
Checking Contact Email is missing the point.
We have over 25 CRM and Email users in our company and we need to check the e-mail communications/history in a Contact but this job is made into "mission impossible" if we need to check the 25 users, one by one. Instead, I propose to have a single button that allows us to see ALL email from ALL users with one click - in the same Contact. At the moment, one needs to guess which user may have been receiving emails for a particualr contact. This facility is a basic need for any CRM user! Thank you Robert
Editing, changing, anything, How to make me myself the admin,??
I am blocked from editing contact data, changing our company logo, etc, etc. I am listed as the admin but it doesn't seem to recognize it.
Web To Lead : Campaign Association
How do I associate the new leads coming from Web automatically to a campaign? The HTML code provided by Web To Lead generator doesn't have any Campaign field. Thanks, - Sunil
One stage in Potentials
Hi, In our potentials module we only want just one stage; Closed Won, and leave open to the possibility of adding in more stages once our sales team is comfortable with the data entry. The Percentage field will obviously remain at 100%. However, upon creating a new Potential, the percentage field is empty, and Closed Won is selected by default in the stage. We can write in 100 into the percentage field, but it would be ideal if we could just ignore this for the time being, before we full implement
Creating a custom module/tab in Z CRM
Much needed enhancement in Zoho CRM is the ability to create a custom module/tab. This would greatly benefit the vertical customization process. Is this something that Zoho is considering?
Lookup Field is no longer an option in Select Field Type
We are currently using three custom Lookup Type fields. It was our understanding that up to 5 Lookup fields are allowed. However, Lookup Fields are no longer an option in the Select Field Type menu (see image below). Can someone clarify this? Thank you.
Custom Potentials Report
Is there a reason why Account Name is not available column? See image below. Thank you.
Restoring CRM to original default settings
Hi, Does anybody know how to restore Zoho CRM to original default settings? Would appreciate any advise on this. Thanks
Activity Task Reminder Search
Please add functionality to search for reminders by reminder time. Currently, it is not possible to search by open activity reminders. Only Due Dates. For example, I have a reminder to contact Joe, it is set to "POP-UP" and my browser crashes. The Due date for contacting Joe is set for 2 weeks from today, as after that point if he is not reached the relevance isn't there. So, how do I search for all the missed reminders by date and time? ie: all the reminders I have set to call today?
Customize Opportunity Stages
There are several places within "Opportunities" - including the "stages" field that are required by Zoho and have pre-completed options. How do I change those options (e.g. Qualification, Needs Analysis, Value Proposition, etc...) into my own options?
Skype4Zoho CTI - Record Calls Automatically
The same integration of Skype with Salesforce was developed by Pamconsult and works a treat in Salesforce - is any VOIP approach being considered and if so what are realistic timelines?
Is it possible to pass data key/values to the 'Return URL' using the php $_GET command?
Hello. I need for Zoho to pass the new contact info to my Return URL after submitting the web-to-contact form. For example, if my return url is "http://myreturn.url" then I need it to use the URL tokens like this: "http://myreturn.url?name=NAME&address=ADDRESS&city=&state=&zip=" etc. I cannot find a place in my settings that allows me to "turn on" this important, but missing, feature. Thanks for any help in advance. James
Running a Report for Sales totals with Two Account Names under one Potential
Hi there, We are a real estate brokerage, and are trying to create a report for YTD sales totals for our agents (all agents are Accounts). Since many of our Agents work deals together, we generally create one Potential transaction for each address under the lead agent, and put any partnering agents on that transaction via a lookup field (Ex: Co-op Agent 1). We then record each agent's earnings within that transaction. While the lookup field shows the agent's name in the transaction and also in
PDF export
PDF exporting is broken in CRM
Check box value should be 1 or 0
Check box value should be 1 or 0 What does this imply? This is an instruction while uploading.
Can't autofill subform with crm
I need to import product information from crm field and autofill the rest of the subform fields with this info. So far: crmresp = zoho.crm.getRecordById("Products", row.Product_Name_ID); row.Product_ID = crmresp.get("Product Code"); And I put this under the crm field on user input. Thank you.
New ZOHO CRM - Forecast Module ---how do I remove past employees from showing up in these reports?
Please see attached screenshot. Employees - some who have not worked with me for three years -- are showing up in the new forecast reports. How do I hide these names from the reports. Please see attachment. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Company Address Change/add does not update/add to associated Contacts
If I change or add the Billing Address or the Ship Address in the Company module, it does not update the Mail Address or the Other Address in the associated Contact Field. Please advise what I am missing to accomplish this rather simple task. Thanks
Calendar not functioning....
As reported before....not just me but from my colleagues as well. Sometimes when you click on the calendar, it simply will not open up, Other matters.. - Inserting a new event...may upload. Then when it goes back to the current day, and you want to put in another future date, cannot take you through....eg, from Nov to Dec, you need to go back to Oct, then Nov to take you through to Dec!!! There is obviously a bug in the system - Times are not so good, as can only put in 30 mins time slots...why not
email alerts not working
i've set up the workflow rule & added the email template. It's a simple rule that should send an alert when a new lead is created. I've tested not having any criteria and having criteria and neither have worked. How can I fix it? thanks
Multiple Duplicate Leads, quick removal technique?
I have mutiple duplicate leads and it is too cumbersome to remove them Lead by lead in the Find and Merge function. Any suggestions on how to remove large numbers of duplicates quicker? Robert
emails not showing up
When an email is sent to two emails in our system, one the the accounts does not receive the email. This has been an on-going problem and I do have a paid subscription.. Thanks
Finding what contacts at a company there have been communications with?
I'm sure I've asked this before without a response, but I am going to try again. I have a company that has close to 100 contacts associated with it. I know that there has been some communication with one of the people at the company, most likely recorded by an email that has been attached to the contact record. I have no idea which contact we've been communicating with. How do I find the contact without having to open each contact record individually?
Automated Fields within Event
I have assessors that go out to appointments in contacts homes, Looking at the Events page there is a look up for the contact name but what is really needed that when the contact name is selected then the Venue is changed to show their address.
How can I have de Mapping process developed from Top Solutions
Dear sirs , We contacted the very ZOHO . Due to communication problems we are facing , we believe it is a matter of culture and languages . We understand your dissatisfaction in the meet Luis and do not intend to cause problems . We bought a program that does not know how to use . We have no manual and can not know why some things . Request for internal decision that you send us MAPPING PROCESS FOR IMPLEMENTING THE ZOHO and Macroprocess developed by you and paid by our company where we will see
Filter in GetRecords
Good Morning; How can I get request from a Support API by the GetRecords filter for the Created Time or the another field ? Example: Create Time between 2013-10-01 and 2013-10-20 or just Request Id = 6646 I see the parameter lastmodifiedtime but don´t work or I don´t know how to use. Tks!
Security Issue: List View: Email List Download
Can anyone help champion this email data security issue? Background: Our users do not have access to reports and cannot update Views. None of our View lists contain Street, Phone, Email. On Details, I give Users access to view/read/write to Street, Phone, Email fields when they are looking at the Detail. For example, It's important for a telemarketer to get an Email address from the prospect to send follow up email. As we have turnover and Telemarketers/Salespeople quit, I'm confident they
BCC Dropbox v. Google Mail integration
We have successfully used the google mail integration since getting zoho. I see the new BCC Dropbox feature. Is this anything I should pay attention to - does it offer any features that our current google mail integration with zoho crm does not?
Problem with xmlData parameter
Hi there, I am using Zoho CRM lead, inserting record XML data by using Curl technique and sending only email address through XML. I am getting error code 4600 and display the following message: 'Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter'. Waiting for your technical assist response.
Adding product to price book by product code
Hello, I have an issue creating price books It is impossible to find product in PRICEBOOK by the product code. By the way in the global search and settings there are possibility to find product by CODE, and settings search fields in PRODUCT are marked as searchable.
have to refresh our Zoho web page
Since one week, We got problems when we add or modify a Contact or Account information. For example, we add a new contact. After to have saved, we are blocked. We must refresh our screen to go further.
Multi part Potentials
I am looking for a way to input a Potential amount, across many months. For example, we are going to "close" a 100,000 deal , but each part will be in different months. (for this example and ease, lets say 10 months at 10K/month) Is there a way to break apart the potential amounts and dates, or would this mean I would have to create 10 separate Potentials? My last CRM allowed us to distribute the revenue across different months.. Thanks in advance for any and all help
Custom Field in Activities
I want to add a few Delivery Tasks. For this I want to use the Contact Mailing Address to be linked somehow and appear in the tasks view. How can I do this? I don't have that field when I create a View. Thanks a lot! Gery
Zoho CRM and Outlook Plugin
Once a case is created from the email and sender email is saved in the email field address of the zoho case form, can I have an automated response sent to the customer. (for example, you have opened case # xxxxx, thank you....) I do not see a choice for when cases are created to send to that field (the email field) Thanks
Formulas for Custom Fields
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
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