Adding colums to the Product Tab
Hello, I wonder if it is possible to add colums (for custom fields) to the product tab. At the moment, only the product name is displayed, However this is by far not sufficient for my current needs... I tried the "related list" customization, however this only modifies the columns displayed e.g. for products added to certain contacts. I appreciate any help!
Using a non Zoho Web Form to Lead
I already have a contact form. What code do I need to add to it so my form can be used for lead entry into the CRM?
Adding sales consultants
Hi, I have a sales consultant working with my company for 3 months. I want him to be able to add his leads, potentials, contacts etc but, I don't at this time wish for him to access existing data, or at least no be able to take it away. How should I set him up? Anyone know? Id be really grateful Nick
My screen and font size has shrunk
Don't know how i have done it but the font size has shrunk, any ideas how to revert it back?
Task descriptions in reminder
Is it possible to modify email reminders to show the task description?
Commision Calculation %
My company is a B2B sales organization. We get paid a percentage of each sale. Currently ZoHo CRM will only calculate a dollar value for each product sold. We sell thousands of products and to get any sort of benefit from this field / data I'd have to calculate the commission for each and every product. PLEASE add a commission % calculation!
LEADS reports
I attempt to create a report for leads and it does not show Lead Name...that is a large problem. Please tell me how I enable this.
Columns for the Activity List does Not Show the Lead Name
Columns for the Activity List does Not Show the Lead Name and it cannot even be customized to show with Custom Views ( only works with Contacts and Accounts ) Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Mail Add-On with Outlook!
Zoho Team, I want to send my mail from Zoho using the Mail Add-On, however I don't want my customers to read " @zoho.com" when I send my mail. I want it to be my companies domain from Outlook. Is there a way you could guide me through the process? Alex O
ZOHO CRM question
Good day. There I have the following questions for Zoho: 1. As users are not admins start? 2. Is there any documentation in Russian? 3. How can I transfer the backup of the old system (if this is important, it Megaplan) to Zoho? In the backup is SQL-table, there are XML-files and Attachments (images) that are not so important. 4. As Zoho in terms of usability and adaptability for Russian managers? If that is not clear, it is the fault of Google-translator. :)
Linking Discounts to Customers
Hi I have a set of discount structures for my customers, and wondered how I could link them to the customer account? Has anyone done this yet? If so how do you do this?
Can't add more than ten custom fields
Hello, I subscribe to the Standard Edition and believe that I should be able to create 130 custom fields per module (at least that's what it says on the fields customization page). But if I try to create more than ten fields (I'm working with contacts and they are all text fields) then I get an error which tells me that I can't add any more custom fields (i.e. the eleventh) and which 'invites' me to upgrade my subscription. What gives? Chris
Outlook plugin - create Leads or Contacts with Name
Hi, I am currently testing the Outlook plugin, it works quite well. I am using the "Send and add to Zoho CRM" functionality. I send mails to Leads that aren't already in our Zoho system. Zoho automatically creates a new Lead (and that's fine). Yet, the plugin creates a new Lead with the name is the username of the lead e-mail. For instance, if I send a mail to john.doe@domain.com. Zoho creates a new lead filling the name with john.doe (even if I sent a mail to "John Doe <john.doe@domain.com>"). Is
why show the Chinese word?
why show the Chinese word? what to change eng? see the below:
Address Bar - URL Format - Links
I've noticed in my short time using the CRM that as I navigate through the different areas, the address bar at the top doesn't always relate directly to what I'm looking at. In some cases, I'm looking at a contact and I want to copy and paste the link for that contact to someone else in my company. However, the link in the address bar isn't a direct link to that contact. Is there a setting or some way to fix this? Thanks!
Auto-select and Auto-populate from Dropdowns
Hello, We're new to the whole CRM process. I uploaded all of our 8000+ accounts and all of our contacts to Zoho and was able to get them to link within the account screen. So if "Acme Mfg" had 4 contacts, when I click on Acme Mfg., it shows all 4 contact on that screen. So far, so good. I've built our leads page and want to be able to have our sales reps select the account number from a drop-down, and have the rest of the account information auto-populate; this way, they would not have to enter
Assignment and Workflow Rules using Gmail Gadget
I'm trying to create either a workflow rule or an assignment rule which fires when a lead is created using my Zoho Gmail gadget. Neither one seems to be working. They are both set to fire on create. Is there something about using the Zoho Gmail gadget that makes it so the system doesn't see this as a created lead applicable for the rule? Workflow is as follows: module: Leads execute on: Create State is CA, or State is HI, or State is AK action: Email User (Cathy and Support) using Email Template:
Does Zoho CRM sync with Apple's Address Book & iCal?
Please provide instructions.
How do I add an event with Zoho app?
This maybe an easy question but I couldn't figure it out. How do I add an event using the Zoho App for my CRM? Thanks!
Cannot Delete Linked Accounts
I clicked on "Delete" and it appears to have deleted the link to google apps. But then I try and log in again using the google apps domain and it works.
Trying to log into my account and receive message "Account is Inactive" - Help!
I'm trying to log into my CRM account but keep on receiving "Account is Inactive" message. I have not inactivated my account and my business is at a standstill until I can get this resolved help!
Picklist "Other" to be a Fill-In
In a Picklist I have an element called "other". When a user picks "other" from the list, I want a field to appear that will allow them to specify the "other" in TEXT. Would it be possible to map dependency of a picklist item and a text field for this scenario? Alex O
Custom Field in CRM not a choice for Related Lists
I have created an application in creator (Sales and Segmentation) and shared it to my CRM. I wanted to create a custom list in the Accounts section of the CRM that would show sales data from the that custom app. When I go to create the related list, I want to use a custom field I have added to accounts called PAN. This PAN field is what we use at our company to track customers, it is just a customer number. So I added the PAN field to Accounts and I have a PAN field in the custom app, that is the
Sorting by "Created Time"
My CONTACTS are currently sorting automatically by "Created Time". I need it to automatically sort by "Last Name". How can I do this?
Newby question about customization
I have customized my lead page. When I look at a lead, the new layout is not applied, but when I edit the record, the new layout is there. How do I get the layout to on the view only page to be the same as the edit page?
auto calculate VAT(TAX)
Hi, Is there a way to have the VAT(TAX) auto calculate when creating a quote rather than having to select TAX and calculate. Thanks
BCC dropbox not available, despite being an administrator and it being part of my package
This is most frustrating - BCC dropbox is a feature on our subscription package. I'm the account admin. When I try to set it up is says 'insufficient priviliges, please contact your administrator' Grr Then I've emailed support, 'Yogesh' and others and not had a reply. Please fix this or we move our business. Gareth
Not Permitted - TO DO ANYTHING!
I recently set up Zoho CRM, and have added the IP addresses of my ipad4 and galaxy, but I am not being allowed to send an email to my clients, from computer, or devices. The devices seem to only have read permissions, I can't add a client, or email them. I have tried to work with the user permissions tabs but it is not making sense. I want to be able to do everything on each of my devices, can you help? I have made an email template and want to send it out urgently.
Duplication!!! How do i make sure someone doesn't take the lead i'm working on?
I have been able to click on the same lead as someone else and work on it at the same time - this gets messy quick. How do I set the system so that it doesn't allow that to happen? Help.
Auto load address information with new contacts
How can you automatically generate address information from the account when you're adding a new contact into the same account. I have to manually add the address information each time I add a new contact within the account I have the free version of ZOHO CRM
Problem in CRM
In CRM: long values are displayed in a single unbroken line on microsoft windows. Therefore,a horizontal scroll bar appears at the bottom of the screen. It would be much more convenient if the values could appear wrapped.
Custom Lead Sources on iPad Add
Hello, I want to customize the lead sources on the iPad app. I didn't see a way to do it, so I customized them on the website, expecting the updated list to sync to the iPad. I've tried everything short of deleting the app and reinstalling it, but no joy. the list stays as it was. Any ideas on what to do? Thanks!
Webforms Passback
When it comes to webforms, that redirect to a page of your choice. Can you make it so that it sends back some of those same submitted values in a GET URL string? Thanks Sean
Add multiple leads to a events/calls/tasks
Is there a way to add multiple leads to events, calls, and tasks? Thanks in advance.
Web to Lead email Notification
How can I configure Web to Lead email Notifications for when new leads are received from a web form?
Lead Conversion - Account Phone Number Issues
Following a recent trade show I had several leads from the same company. Each individual provided me with their direct phone number. Following qualification of the leads I have converted them to opportunities. Here is my issue: After I convert the first lead it automatically assigns that individual's direct phone number as the phone number for the account. When I convert subsequent leads Zoho requires that I overwrite the existing account phone number with the direct phone number of the lead I am
How can I mail merge a date from an Activities/event directly in an invoice template?
Hi everyone, We are a training company and for each contact we need to create several training dates, as activities in Zoho, that will automatically create events in our Google apps calendar. Once the training is completed we need the dates when the training has been delivered to show up on our invoices. Is it possible to customise an invoice template with "date field" from a specific event or a series of events linked to the contact I am creating an invoice for? I have tried the below fields inside
When I try to edit my email templetes i get error message
I get the error message "Our system is not behaving as expected, please try after sometime. I have been getting this message sinceyester day. Any ideas why I still get this after lots of "after sometime" has passed?
Autofill subform generated from crm
I need to have a subform auto fill product information from crm. So far I have this script: crmresp = zoho.crm.getRecordById("Products", row.Product_Name_ID); row.Product_ID = crmresp.get("Product Code"); I put this in on user action in the subform field Product Name.
Workflow Rule Criteria question
I want to make an alert to the account owner, when a user who isn't the owner places a new note. I am having difficulty understanding the "Current User" field in the center position for creating a new rule.
Next Page