Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Zoho for Attorneys - How do you create a conflict system using Zoho CRM?
Have other attorneys created a conflict system using Zoho CRM; how do you do this? I don't want to treat the opposing party as a lead/client, and I'm afraid if I place it in a form section of the client, it is not searchable. Please share your thoughts.
Field display on different tab.
Is there a way to use an already existing data set for an option when creating a New Custom Field? I created a custom field (Accounts) that has a drop down box with 3 status (silver, gold, premier) once I have selected the corresponding status, I would like to see that information on a different tab (Potentials) Lets say when I am creating a Potential, I would like to enter the Account name and get the information that i have entered on the Accounts field . This would be extremely beneficial if
Integrating with WordPress to create a transaction recording system.
Hello there, Could someone direct me the best way to achieve this? Here is the scenario. 1. We create a customer within Zoho and assign him an amount to his account. For example £100.00 2. Customer logs into WordPress site using his username and password and the balance appears in there. 3. Customer can buy and sell his items on the WordPress site, using the available balance. It could be 1, 2 or 100 transactions. He can also cancel purchases/sales, so his balance gets adjusted accordingly. Here
Expanding Possibilities with Formulas
Hi, I know this will probably either be ignored or responded with; "We will evaluate the request for the possibility of including this feature in a future update", but I thought I would post this anyway. Rather than simply returning 'True' or 'False' for many functions we should be able to set what the response will be. Something along the lines of... If(${Invoices.Grand Total}>500, Big Deal, Regular Deal) To return Big Deal if the price is over $500, and return Regular Deal for less than $500 Similarly
Pending Case for approval
Looking to set up a notification that a new case has been created (web to case) from my website and that it is pending approval. This would be preferred over having to manually check the system. Is this doable?
Bug in Brazilian Portuguese translation (Vendors Tab)
In Brazilian Portuguese, the most appropriate translation for "Vendors" is "Fornecedores" instead of "Vendedores". Thanks
Trigger alert based on last update date of potential
How to create a mechanism to trigger alert based on last update date of potential? Example: Send email to owner to check potentials with 2 months without updates
Can't save a document opened into Zoho Writer from the leads tab in CRM
When on the leads tab of CRM, if I click on an attachment a dropdown menu displays giving me two options: 1. Download 2. View in Zoho Writer when I click on #2, the document (no matter what format, Word, Google doc or Zoho doc) opens into Zoho Writer. I can edit the document, but when I want to save it, the save button is grayed out. How can I save the document? Do I need to upgrade? I am currently on the free trail period of the professional edition. txs in advance e
contacts are duplicationg with office plugin
hi i would like to use the office plugin to print labels for envelopes. When zoho is fetching the contacts from zohocrm, it is duplicationg some of the contacts although they are not duplicated within zohocrm. the screen shot is as follows. I need to solve this issue urgently please since i am stuck in the middle of the work. Thank you for your comments Umut
Lead/Account IDs in Links?
I've had a number of occasions that I've required a Lead ID or Account ID from Zoho to be passed using a Link to my internal system. Only Zoho Links don't support the IDs. Could this possibly be added in the future?
Zoho CRM: Feature Enhancements
Hello! Earlier, we released, MailMagnet - A feature that filters all the customer emails from your inbox and lists them separately so that the most important emails from customers are not gone unnoticed. If you do not know about MailMagnet yet, take a look here. We recently added another option that will automatically separate customer emails on to a folder in your inbox or automatically do the labeling for quick reference later. So that will keep your customer emails organized. The feature to synchronize
Why do you still state you support Quickbooks?
Why do you state you still support Quickbooks? Your QWBC file is obsolete, and to create the API you need a programming background. Even when you use a third party such as One SAAS, the API interface only allow you to pull records you own! Highly impractical! Lets just face it, you created Zoho Books to handle the accounting portion of Zoho. A decent software in itself unless you plan on using it to file your taxes. If you are honest up front, customers would not be so frustrated. Please stop
Webtolead Response with info@ email?
HI - any thoughts on how we can make the web-to-lead response use generic "Thank you" email addresses (ie info@abc.com) instead of from a specific user? We have a number of different sites / use cases, and it doesn't make sense to have a uwer license for each instance when we only need the email sent. Thanks ...
The app "Zoho Invoice / Zoho Books" integrated zoho crm software is the same as invoice.zoho.com?
The app "Zoho Invoice / Zoho Books" integrated zoho crm software is the same as invoice.zoho.com?
Map Dependency "Custom" Field
Guys, In the account module, Zoho CRM has the feature that copies the whole billing address to the shipping address, so that you don't need to re-type the same data again. I created a custom address field on both billing and shipping, but when I ask Zoho CRM to copy the billing address to shipping, this custom field is not copied. I need to re-type this field every time. I searched all over and I couldn't find where to map this dependency on custom fields. Any help? Thanks in advance, Leo Kuba Sao
Checkbox values in Inventory Templates
When printing out an Invoice via an "Inventory Template" checkboxes are displayed as either "false" or "true". Is there a way I can make the field more visually attractive by having a ticked checkbox as the field?
How would you separate accounts with the same name but different addresses?
Hi, I do have a university account which has 12 different addresses. Since I'm using the invoicing part of Zoho, and the address is taken from the account, I can't only have 1 account for this university, but need to create several. have you experienced similar problems? How did you solve them? Can these 12 accounts have the same name and not come on the duplicate list all the time? thank you Peter
Multiple Customer Segments
How do you set the CRM up to handle multiple customer types. In our example we have 3 customer types. Those that we purchase ads from us Those that we have partnered with on marketing Those that purchase services from us It is possible to have 3 types of customers, all with separate data records ie Ad Sales would have leads, accounts, etc Partners would have leads, accounts, etc Restaurants would have leads, accounts, etc
How can I see my opportunities in real time ?
Hi all, I have a quick question regarding the graphs. I would like to create a graph that shows my projections of my portfolio for the coming year : I want the total amount of all my opportunities on the vertical axis, and the time on the horizontal axis, so I can see the projection month by month. How could I do so ? Thank you Florent Saliou
Can't create an account
Hi I can't create an account as I can't see a verification code in either IE7 of FF3, can anyone help??! Thanks Tom
Web to Lead form for Wordpress Website - any ideas how to make this work
I have several sites and clients I'm trying to convert to Zoho CRM - BIG hold up is that the web forms are not functioning when using them on our wordpress websites. I've tried in the widget area as well as a page and post still no luck. They look fine, accept the data when filled out but nothing ends up on our CRM and there is no record of the lead, and the lead doesn't get the thank you email. What's the work around? How can we get this to function? THANKS
Closed quotes
Is there a way to have closed quotes not display in the quotes listing other then deleting them? We do not want to delete these quotes so we can include them when running reports later. Thanks
Quote output in free version
The printed/PDF quote output is confusing in that all the pricing is list pricing yet the total is a discounted price (I discount individual products differently). This is confusing as it looks like there should be fields across of: list price, discounted or purchase price, total (discounted price x quantity) and then the total at the bottom would make sense. I tried inserting a field above the sub-total of ${Quotes.Discount} but it appears it doesn't add the discounts together. That would at
price Books and Quotes
Hello, I have created a product and a flat price for the product for the differential price. 1 - 2 units => price/unit = 1000 2 - 5 units => price/unit = 900 6 - 10 units => price/unit = 700 So when I create a quote for 5 units it calculates the price correct with 5*900, but in the quote it shows the list price of 1000. Is there a variable for the quote template to show the 900 of the price list? Thanks, Alex
Automated email
Hello, I'm currently using Zoho CRM Enterprise, and I want to create an automatic email, that will be sent to my clients, 30 days before the expiration of their subscriptions. Is possible, to send an email based on a value in a date field with now other action required form the administrator? Thx in advance Bruno Santos
Send an e-mail button in leads module: double screens, why ? And how to select this one with all fields ?
Hi, I think Zoho CRM it is a very fair product but here I don't understand the rational of this function. In a module like Leads, there is a Send e-mail button. When you click on, there is too kind of screens for sending an e-mail: - One very simple where you only can select your e-mail model - or one where it is possible to select some fields before sending your email: attached documents, Cc, Bcc... First why there are two kind of screen, not just the second one? And how can we have only the second
Time zone setting is broken and has no effect
Hello! I have another bug to report please. In Options > Time Zone, I have my time set to (GMT -08:00) correctly. However, when I post, it gives a resulting time that's seven hours earlier, close to Greenwich Mean Time itself (!). For example, I post at 23:25, and the time shows up as 16:25 on my blog. I've done a little light testing, not extensive, but enough to confirm I can reproduce this. Is this a known issue? Please chime in, Aravind, and thanx again for your help in advance!
Event notifications
I just created my calendar and I share it with my wife so we will both be aware of upcoming events. She has access to my calendar and can "Edit event details". My concern is in event notifications, I get notified by email but she does not. Is this normal or did I overlook something?
Create Mail Merge from Non CRM Modules
I have created a Relational Database App in ZOHO Creator and I have now managed to integrate the App Pages into ZOHO CRM. I would now like to be able to perform Merge functions using the data from the various integrated App Pages but it seems that I can only merge data from the original CRM Modules, ie, Leads, Contacts etc. How can I achieve my objective?
Sorting results not correct
Hi, I am having problems with the sorting results. This happens both in products, contacts etc.. See picture below. Kind regards, Bo Thygesen
iPad 3 app sync issue - duplication of accounts
Team, I use a iPad 3 with the CRM app. Since day 1 using this app, the accounts list duplicates every account each time I log in. It only does this on the accounts module and none of the other modules are effected. I have reloaded the app many times and the same pattern occurs. The first time the data is downloaded the account list module is correct. The next day I launch the app and all the account records are duplicated. I have gone up to 6 duplicate accounts. Again, this is only occurring on
Session times out
After months of no problems with the site, one of our users is now kicked out of Zoho CRM within about ten minutes of logging in; she has to log in repeatedly to finish a single sales entry. What's up? Other users in the office are not experiencing the same problem.
Auto-fill
In CRM, I created these custom fields: Service Address, Service City, Service State, Service Postal Code. How can I create a way to click to on a button so that it auto-fills the fields business address, business city, business state, business postal code? Thanks!
Mass transfer of accounts - Do closed activities get transfered as well
When using mass transfer to transfer an account to another user do closed activities get transfered as well? Do contacts for an account get transfered to the other user as well?
Zoho Customization
I am trying to customize my Zoho CRM account for a treatment center, not for actual client input but the marketing/referral side. There would be doctors, interventionists, sober houses, treatment centers, etc., which we interact with, whether it be them referring us clients, us referring clients to them, or both ways. Here is what I assume would be a setup: Some would be leads until a referral takes place, in which they would be a contact. The referral would be a potential/opportunity. Anyone
Make it possible to make phone calls from Zoho phone records with my mobile phone using Phone Amego, and bring up contact cards when receiving inbound calls.
Hi, There is a software called Phone Amego that connects the mobile phone with the computer. If Zoho can work with Phone Amego like for some other CRM systems it would be possible to click a phone number on a record in Zoho and the phone dials the number. When a inbound call is received the contact card can be pulled up from Zoho. Phone Amego supports something called "Event URLs for web Applications" that might make it possible to connect the two software fairly easy. Information about it can be
Copy Address to Invoice
Hi, I'm new to ZohoCRM and want to use it for a B2C Company. My process flow is -> get order from website / partners, create invoice and ship goods -> keep track of customers with emailers, phone calls, etc -> keep track of which partner is giving how much business I followed the steps in the help section and disabled account from everywhere. Now when I received an order, I made a new contact and filled in the name, address, Partner (custom field). Then I went to invoice and created an invoice (for
Previous account email
Hello, I need to use my email but it is already present because I had a previous account, can I have my usual email in the account? Thanks
Use of Zoho CRM for Sales force in Group Buying Business Model
Hi experts, I suscribed for ZOHO CRM to help me monitor my sales people performance. I have a business model based on group buying (social buying) such as groupon or living social. My Sales people are charged to register new partners around the country to propose discounts. opportunities for us is not related to direct sales, but related to new deals with partners. I'm totally messed up to set up my CRM in regards to my business model. Thanks for the help Regards
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