Quotes
Hi anyone tell me how to firstly change the tax label to vat label on the quotation and have the value always at 20%. Thanks
Web-to-Lead form problem: using the space bar jumps to next web page
I have made web-to-lead forms in the past that all work perfectly in the websites they are on. But it has been awhile and now seems the new code generated is causing the use of the space bar, while filling in the form on the website, causes the page to suddenly change, rather than just giving the user a space while typing. I checked my old forms on my sites and they still work fine. Can anyone suggest anything, or is there a bug in the current form code being generated when creating the form? Thanks,
How to access directly to a website when linked to a contact?
Good morning everyone, I have a problem with Zoho CRM. Let me explain: I use to link website address with data of my contacts. But then I cannot access it, I have to open a new window and copy and paste. And it seems to me a lot of lost time. I would like to know if we can directly access to this website just with a click from Zoho. Thank you and regards, Marie
Currency Formatting
I have 3 different fields that are currency fields - 2 simple currency fields and 1 formula. In one case it shows the $ in the data ($#.##). But the other 2 it does not show the $ (#.##). When I look at them it shows that they are currency. Not sure what I am doing wrong? Chaz Green
Cant save my quote
I have tried to save my quote and it goes on to the can't process page and I loose all the information i have imputed, is this a localised problem or all across Zoho CRM Gavin
Mobile app for locating customers or leads in Zoho
Does anyone know of of there is a mobile app that would allow me to see customers or prospects that I have in Zoho on my iPhone or iPad when I'm calling on an account that near their location? Example I have a meeting with a customer in littletown USA. I would like to know if there are leads or other accounts within 25 miles of that location.
Is it possible to sync Zoho Contacts with Hotmail contacts.
Hi, I am constantly having to duplicate my actions, creating new contacts on my smart phone, and then having to entering them in Zoho again. I have a Windows 8 phone, and a free Zoho account (checking it out) My question is: is there a way to link my hotmail account to Zoho, so that all my contacts are automatically synced in both Zoho and my Hotmail contacts/address book?
Is it possible to create dependencies to view custom fields?
I don`t want all of our custom case fields to be displayed on a blank case, since all are typically not applicable. Is is possible to make the display of one field dependent on the selection of a certain response in another field? I.E. Favorite color = blue, then display Favorite Shade (ocean blue, sky blue, or turquoise blue)
lead modify date and time when notes update
Dear!! Is it Possible, If Notes Update then only Leads Modify otherwise Not Some of our Advisor Update only Date of Leads or Category, And its very Difficult to Make Productivity Report Thanks in Advance Hardeep Kanwar
transferring files from zoho docs to the docs in crm
I am trying to move documents from the stand alone zoho docs to crm docs and I am finding it a bit difficult. 2 questions first of all in zoho crm docs when you create new folders and you want them to be in a parent - child format for example clients and within clients different folders for client names how do you tell the system that you want a specific folder to be a subfolder secondly is there a quick way in regular zoho docs to download all of the files in a folder to transfer them to the
zoho crm functionality vs stand alone modules
When I first began using zoho I purchased separate modules such as zoho docs and zoho invoice. then I purchased zoho crm and now I wanted to bring over the docs to the crm docs and use the invoices under crm. however, I noticed that much of the functionality that were in the individual modules are lost in crm. Is this truly the case or am I missing something? If someone can give me some best practice guideline about how to get this all to work well together I would appreciate it as I would like
Create a link between accounts and Contacts
Hello, I have imported some contact however how i can link my contact with my account automatically and not manually. Because I have near 2000 Contacts and I can't do this manually. Sincerely. OB
Calls placed through iPhone app stopped logging calls
I recently noticed that the paid iPhone app has stopped asking me if I want to log my call. I place my call through the contacts in the app and normally the app would ask me if I wanted to log the call. It no longer gives me that option. Is there a setting that has changed or is this a problem? Please help as that is one of my main reasons for using the app... Thanks. scott
Unsubscribe Please
I cannot find any way to unsubscribe. Please unsubscribe me and stop billing my credit card for the mobile application. Thanks in advance, Ron
New user - iphone, searching contacts by fields other than name
I just imported a bunch of Contacts into CRM and have them in my iphone. I want to either 1) display the contacts by company name or 2) search by company name. It appears that this is not supported, which i find very strange. Any advice? Thanks.
Mass mail to customers that bought a specific product
Is it possible to send a mass e-mail to the leads / contacts that bought a specific product(s)?
ReturnURL / Statements after Web To Lead form not working
Hi, I have set up the Web To Lead form to integrate with my site's quote request function, but the ReturnURL doesn't work and any code after the form is sent doesn't seem to render. I know this isn't the standard CRM code, but could someone look at it and let me know why this problem might be occuring? PS: The data goes onto the CRM perfectly, it's just that the user doesn't see that the form's been submitted, which results in them re-submitting a few times and then getting irritated, thinking it
Custom Fields
Custom Fields limited to 15 number fields... Why?
Automate Vendor email
I am trying to create an automated email when I add a new vendor into my Zoho CRM. It's a basic notification letting them know that we added them to the database. However I can't get the email template to send to the vendor on creatation of their record into the Zoho CRM. Here's what I have thus far: Workflow rule - Created Module - Vendors Excute on - Create Rule Criteria - Vendors Name ( is not ) empty and Vendors email ( is not ) empty Instant Actions:Vendor Added to CRM to send New Vendor Added
The BCC Dropbox
I managed to get my outgoing emails automatically tagged onto my leads / contacts, but what about if I want to track all incoming emails as well i.e. when I make reference to a contact / lead, obviously I would like to track all email communications, not just my Sent emails, right? Any clue from anyone?
Find and Merge - not showing up as an option
I'm using Safari on a Mac. I have duplicate leads I'm trying to eliminate. Under More Actions, I see 'Merge Mail' but when I go to use it, I get a message that I need a Microsoft Plugin, "click here" - I do that and it says it's not available to me. No where do I see 'Find and Merge' What do I need to do? Thank you.
1 user Creating a Professional Edition month
Best regards, I require to create a user in the professional edition for just a month, but I recorded the default payment to be made to 12 months. I do know that I require to pay for just one month. thanks
Field duplicates?
I have created some custom fields for leads that i'd like to appear on the accounts when a lead is converted. when i customise fields it makes me create fields for leads and for accounts but i want to have the same field in both, not separate fields (ex, number of employees). How can i do that?
Updating my own job title
I have searched and can't find an answer to this. Please send a link if covered elsewhere. I need to update my own job title in my profile. I see where to update my name and alias, but not my "role," which is my job title. Any help?
Empty contact list in Account page
Hi, The contact list is rendered empty in the Account Details page: It works well if there is no contacts available (shows the gray box). It shows up if you rearrange the page layout with "Organize Account Details". But them it becomes empty again when reloading the page. Please lemme know if I can help further on investigating this issue. Best regards, Fred
I Customized my Leads Columns and One is NOT Showing its Content
I created a new leads field (handler) and added it to my "All Open Leads" summary page by editing the columns there, but NONE of the drop-down list content in that field (which IS entered and IS visible in the individual leads themselves) shows up in the summary page, even though that field IS listed in the header above what appears to be a blank colum.
Problem importing new prospects / Pb à l'import de prospects
Bonjour, Je fais un test sur un échantillon de 10 prospects. Tout se passe bien sauf que le rapport d'import me dit : Les données ont été importées avec succès. Nb d’enregistrements ajoutés: 0 Nb d’enregistrements mis à jour: 0 Nb d’enregistrements supprimés: 10 (Raison: en raison de valeurs manquantes dans des zones obligatoires.) Si vous n’êtes pas satisfait de cet import, vous pouvez faire un Retour Arrière Historique d’impor Mais les champs obligatoires sont bien complétés (société et nom)
Relating Accounts to each other
I am trying to figure out the best way to track engagements between Accounts of two different types. Our business has Accounts which are either Clients or Partners. (I created an Account Type field for this). Our business model is to try and engage our Clients with one or more of our Partners. When we connect a Client with a Partner (which begins with a phone call and hopefully ends with an agreement between the two), we need to track this engagement from initial contact through to final resolution,
How do I convert a potential to an Account
How do I convert a potential to an Account. For example. I convert a lead to a potential and then I win the account. How do I transfer it to an account? Thank you.
Managing Leads and Converting them
Our Leads are business names and not actual people's names. Right now I am having to enter the business name into the Last Name field and also the Company Name field, Ideally I would want the the Company Name field be the only required and not the last name. So when converting leads it just creates an account with the Company Name and not a new contact also, as we are dealing with businesses and not individuals as accounts. Is this possible at all, any help is greatly appreciated.
Auto Assign Account numbers?
Has anyone found a work around to have zoho auto assign account numbers?
customized view in leads screen
Hi, I need to view additional fields in the leads screen and be able to sort by them. For example I need to see the partner name, country, status etc... How and can it be done ? Thanks, Eran
Custom leads view
Hi, I need to view the leads based on different fields then the default views. For example: I would like to have Partner name, Country, Status Is it possible at all ? Thanks, Eran
Task Closed workflow
Task Status field as the following items in picklist - Not Started Deferred In Progress Completed Waiting on someone else Left Message I wanted to select "Left Message" and make that task 'closed'. There are two reasons for doing this. 1. I want to schedule a new task in future to send email or fax. So, I must close this task which was to call the contact. 2. I want to extract reports on Closed tasks, and what % of those were 'attempted' or 'left message'. My question, How do I select something other
I need a method to log incoming email when a local email client is not an option.
I need a method to log incoming email when a local email client is not an option. My company uses Outlook Web Access, and I do not have a local email client on my PC. Outbound emailing in Zoho CRM is no problem, because I can use my company email address and send out emails, and they get logged in the appropriate Contact record. My problem is, I have no way of capturing inbound email in Zoho CRM that are sent to me from a contact in Zoho CRM, because those emails go to Outlook Web Access.
Se pueden crear mas pestañas?
Y necesito una opción para tener varios tipos de casos, ya que seria por Departamentos en una misma empresa
Issue with duplicate records and sharing info
I have a problem with duplicate contacts. I have 2 users in the system (PAUL & MIKE) and these 2 users have 1 lead each that has the same email. Paul has his lead John White with the email john@aol.com Mike has his lead Carl Black with the email john@aol.com When I go to see the contact details in the specific lead page, I see emails from both users the email sent from Paul to John and the emails sent from Mike to Carl. Is it possible to avoid this kind of issue? Is it possible to avoid duplicates
Associate expenses with specific accounts
We have employees in India that travel to meet clients. We would like to have the employee enter travel expenses into an account in Zoho CRM and then at the end of the month be able to pull a report to reimburse the employee. This will allow us to associate expenses to a specific customer and adjust our quotes accordingly. Is an add-on available to handle this?
Can't access reports
As of yesterday, none of the three admins on our account can access any reports. When we click on one we get the message: Insufficient Privileges to perform this operation. Contact your Administrator. Back to Home. Has anyone else had this happen to them recently? There were no settings changed so this is all confusing to me. Thanks!
Message "Insufficient Privileges to perform this operation. Contact your Administrator." in Administrator Account
When attempting to run a report I get this message: Insufficient Privileges to perform this operation. Contact your Administrator. And my user account IS the Administrator. What gives? Thanks!
Next Page