Long Decimals in Grand Total on Dashboard
I created a Dashboard to show the grand totals of invoice amounts for our sales associates, but for some reason one of the grand totals is being extended out to 12 decimal places (see the attached screenshot). The report this dashboard is based on and the corresponding invoices all show the correct decimal values (two decimal places). Is there some way to fix this? Also, should I be concerned that this is more than just a display issue? The actual value should only have two decimal places, so
Mass email - how does it work?
I am using mass email to send a newsletter to about 4000+ customers. Since the daily limit is 500 I will be sending them out over several days. I used a manual criteria to find the customers and noticed that there is no obvious way that the contacts are sorted. They are not listed alphabetically or by any field I can see on the page; it seems to change randomly every time I search the criteria. This means I have no way of telling which contacts have already been sent the newsletter. Is there some
How do i get my email from outlook in Zoho or move email from outlook to Zoho?
How do i get my email from outlook in Zoho or move email from outlook to Zoho?
Invalid Cross Domain Access
I've started getting this error recently when logged into CRM. I see that there are a couple of other threads that have been started on this topic, but for some reason I can not open these threads (don't appear as clickable links.
How to delete the original master user?
Hi, Now that we are up and running using Zoho CRM, I want to delete the original user login that I used to initially set it up. That account is not an active user and I want to delete the reference to them before I sign up to pay monthly rental on the active users. Can I delete the master user and re-assign that designation to my own admin account login? thanks Pete
How To View Report where email templates used are listed
Hi, I'd like to see a report that shows me each lead and the email template(s) that were used to contact the lead, so that I can I select the proper follow up email template within in a certain amount of days later. I hope that makes sense! :) Any help is appreciated. k
How can I create a simple report to see the number of calls and emails sent to each lead in the database?
I'm trying to create a report to know how many "touches" we've done with a lead (i.e, either sent them an email, made a phone call (inbound or outbound), or set up a meeting (event)). I'm trying to setup a Matrix report, but when I select the Full Name as my column source, I cannot select Activity Type as the columns (which doesn't make sense to me). When I setup a report to view the Lead name and Call Type (either inbound or outbound), I get a third column of "blank" which lists a lead even though
The Best of Zoho CRM Tips & Tricks and Business Scenario
I am compiling a list of Zoho CRM Tips & Tricks as well as business scenarios. Looking to collaborate with others on this. And in return, once the list is compiled or gets on the way, as a contributor, you will have unlimited access to utilize as a Zoho CRM knowledgebase. Let me know if you're interested in helping out.
Workflow alerts for Edit not getting triggered
Hi, I am helping a client integrate his Zoho CRM with an external application and using email alerts to enable the same. From the testing, I see that the workflow which is configured to send out an email during Edit, does not get triggered. I tried using Execute On as Create or Edit option and also as separate Create and Edit options and configuring separate Email templates, but still emails were triggered only during Create. The workflows were created for Tasks module and for edit action, I tried
How Do I Use Role to Provide Specific Reports
My company has 3 Regional Sales Managers (RSM) each with 8 direct sales people. Rather than have them see corporate-wide reports with information for all 24 reps, we want each RSM to see the information relevant for their region/reps only. Is there an easy way to do this short of creating report folders for each RSM, replicating reports, then using criteria to filter the appropriate reps? I thought the Role function could accommodate this, but can't seem to determine how. Thank you! John Galich
Moving a field that is on Contact detail page to the Account detail page?
I have a custom field on our Contact detail page that would be better served on the Account detail page. Is it possible to move it?
API Keys and API limits for accounts with multiple users
Howdy, We have an enterprise account with 10 users, and I have made an API key to use with a custom application that automates inputting records into Zoho CRM. I understand that there's a 250 request limit per user. Does this mean I have to have separate API keys and rotate through them, or am I able to use the single unified API key that would support 2,500 requests? Also is this 250 limit per type of request, or is a blanket across all requests? Thanks, Vincent
Mail merge template to print letter to euro E65 envelope with window
Hello! Where to get Mail merge template to print letter to euro E65 envelope with window? I need to print 10000 letters to my leads using e65 envelopes with window:
I need help - Activity Report with Account and Contact Information
Hello, Where is the option to create a new report? When I click on Reports, I do not see it. Is this capability available in the "Free" edition? If I cannot create a new report, will any of the standard reports be able to be customized as follows. I would like to see all of the Tasks/Event I modified today along with the Account Name and Contacts associated with the task. Thanks. (I am using the "Free Edition" of CRM.)
Attachments don't show in Mac Mail.app
Hi, I'm a faithful Zoho CRM user of about 2 years now. I use it to send proposals to leads all the time. Recently, I've had 4 people using Mac Mail tell me they can't see the attachments on emails I send them through Zoho. They are right. We tested it in our office on a Mac running Snow Leopard. I don't know whether Snow Leopard is part of the problem or not. When you view the source of the email in Mac Mail it shows the attachment is there, encoded as base64, but you cannot see or get to the
Google Apps access through iPhone app
I access my account from Google apps. That means that I have no separate password for Zoho CRM. But how do I log on to Zoho CRM via the iPhone App? I have tried the Google mail and password, but it does not work.
Sales order
Sales Order do not keep the same number when it is transfer to invoice. Ehen I am going to print the invoice we find a bad sales order number. I understand that the invoice has to have a new number but the sales order that apears in the invoice is not the same that in the sales order that originated it. javier gallardo
Cant Import into leads
I have imported data previously with no issues The last 2 days I have been trying to import leads from a .csv file and keep getting the following message even though all fields have data and no fields have any special characters in them. I have gone through the importing data checklist and still cant find the issue. Would like some assistance. thanks "(Reason: Due to empty values for any of the mandatory fields)"
CRM - changed fields don't show
Hello, I started using Zoho CRM and in the customization, I changed few fields, then clicked "SAVE". Fields show changed in the customization, but when I try to add new contact, or account, field options remain still the old ones. :( Can you please help me to solve this bug? thank you Neli
How to calculate Cost per Lead? Cant see any leads associated to Campaigns?
Hello, We have migrated a customer from salesforce to Zoho/CRM. We have customized leads form to allow the user to pick a campaign, which has the cost of campaign and save the lead. We want to create a report to show all the leads that got generated from a active campaign. For example 15 leads associated to Google Adwords Campaign for Month of Aug 2013, which cost $300.00, which means the cost per lead would be $300/15 leads=$20. We convert the lead as soon it is entered/saved to a potential and
How Do I Add Custom Fields To Accounts?
I am new, and I am on the free version. But is it possible to add custom fields to my accounts? Or do I need to upgrade? If so, what level supports this functionality?
Can i assign multiple people on 1 Task? Or can i delegate a task?
I want to delegate a task or assign multiple people into a task? For example, an email arrives and my marketing department delegates the task?
Contact Display Issues
Hi All, I am having difficulty displaying my contacts. I am using All Contacts standard view option. When i login, the contacts are display in alphabetical order for the 1st 50 by first name (only 50 display on a page). When i click to go to the next lot of contacts, they display randomly without any sorting whatsoever. When on the 2nd page, if I click to sort asc or desc it starts at the top of the list again for the 1st 50 contacts. Can anyone help me resolve this? Cheers CAT
Mobile Add on
Hi comunity, I had the old free edition with the mobile add on for $3.- / month. Now I cancelled this cause in the new pricing the mobile for Android is included. But to create or edit is now impossible. Could I go back to the old pricing, or get a mobile add on for the new pricing, free edition? Thanks, Peter, Austria
Data Storage
Hello I have upgraded to Professional But I still ran out of data storage, when Professional is unlimited. Any ideas?
Role based security & sales territory restrictions
Hi, We are a medium sized company with account managers managing accounts in several countries, but reporting to different country managers. So: AM - Costa Rica -> Central America Country Manager - El Salvador -> Central America Country Manager - Panamá -> Central America Country Manager - Nicaragua -> Central America Country Manager - Mexico -> Mexico Country Manager Is there a way to set up security, so the AM
Customization - adding new values
Hi, I am using Zoho CRM to maintain contacts and follow-up with members served by our non-profit organization. When I first created custom fields, I entered the fields and values I thought we would need. I have since gone back and added some values to several fields but I noticed that those values don't show up in the drop down menu for that field when I'm entering a new contact. This is really important. How can I make those new values visible? It won't let me enter them manually, either. And I
Calendar
Hi how can I change de calendar? I want the first day on calendar will be monday, not sunday. Thanks
Dashboard
I went to reports and modified the opened potentials report. I then saved using Save As with a new name. The only change was to add Created Time and I added a grouping by Created Time. I would like to show this in my Dashboard. When choosing a chart or table in the dashboard (lets say table in this case) my only options are Created Time and Record Count. But I would like Created Time and Amount. How can I show the Amount rather than Record Count?
Date Sensitivity
Hello. I am currently inquiring whether the Date Sensitivity is pre-set or if I need to pre-set my entry dates? If I do need to do so, where would I be able to change this information? I need the dates to reflect month/day/year in a consistent manner, and it has been brought to my attention that the dates are not consistent for the sales orders. This makes life difficult when viewing due dates for days 1-12 as there are 12 months in a year.
Converted Leads Report not accessible?
When I try to run a converted leads report I'm told "You cannot access this report because you do not have the permission. Please provide permissions". I'm the account admin. I'm supposed to have permission to do everything - aren't I? What setting did I miss here?
Seeing Departments on contacts
Hi - is there a way of customising the view on the account page so that the contacts section shows the department field without having to click on each contact to see the result?
End of month invoicing - tracking sales orders
Hi there, 1. How do I determine at a glance if a Sales Order has been converted to an Invoice? (I know I can scroll down to see if there is an invoice attached the sales order, but this is not an efficient way to check) Can I create a view in the Sales Order tab that would show this? 2. At the end of the month, how do I easily and efficiently know which Invoices to print out and send? It's a very manual process and there is high chance of error (eg: forgetting to send an invoice, or sending invoice
how to add fields in Organisation settigs
I need to add some bank numbers and russian tax number of my organization to Organisation details to automate invoice making. How to do it?
How many people can be logged into one account at the same time?
Hello, i have just installed this onto a small business with 3 people will be using this account at the same time. Can there be 3 people logged into one user at the same time? or can you use more? Why would you pay for more users if everyone can use one user name and password? A quick reply would be good. Thanks
Naming a section
I added a section on the accounts page. On the set-up page, it appears as "Vendor Information". When I access an account page, that section shows up as "Account Information" so I end up with 2 Account Information sections. Shouldn't the info showing on the set-up page appear on the accounts page?
import leads error
Data Imported Successfully. No. of Records added: 0 No. of Records updated: 0 No. of Records ignored: 0 (Reason: Due to empty values for any of the mandatory fields) You can delete the recently imported records by using the Rollback option in Import History BUT NO LEADS IMPORTED!!!
Custom fields in standard edition
Hi It's my understanding you get 10 custom fields in the standard edition, but I only have 9 and it's telling me I've reached the limit. I have in the past deleted a custom field - could this be causing the issue? Any help appreciated. Thanks
Uploading Contacts and Segments
I have a list of contacts, with First Name, Last Name, Email, Company, Group [segment] in .csv format. I would like to import this list, and a contact can be a one or many groups. How can I upload the list so that I may be able to select the segments and send an email campaign to one or more segments?
Vendor login
Hi, How can I enable Vendors to log in and see ONLY their own products and associated records such as cases, activities, calls, etc? Thanks, David
Next Page