Tax Calculation More Than 2 Decimal Places
Why is the automatic tax calculation displaying as more than 2 decimal places? How can I fix this? For example, let's say my order subtotal is $32.99 and my tax rate is 8.8%. Zoho CRM calculates the tax on this to be $2.903120000000001. It then enters that amount on my invoice/sales order instead of $2.91. See the attached screenshot for an example: Any ideas on how to fix this?
Email Templates keep crashing!!
So This just happened twice... I was creating an email template and started doing heavy edits once I pasted the text inside the template in zoho. I spent 2 hours on this and it fucking crashed when adding an image. I LOST EVERYTHING. I'm so sick of this unreliable piece of shit software. Now I know the response I'm going to get since it's public is going to be some bullshit answer, but look... sometimes when you're building out campaigns you get spur of the moment creativity that has to go down immediately
Upload multiple documents to a contact then email these documents to another person?
Hi, I would like my contact record to be the central repository for documents relating to a person (think contract, sales orders, dating preferences etc). This works really well with Zoho. My question is how do I EASILY email these documents (dating preferences, for example, to another contact?
Email plug in for Outlook 2010 seems to sto pme sending any emails
Hi Hope you can help. I have a POP3 IMAP email account but since I have installed the outlook 2010 plug for zoho I have been unable to sending any emails. The error message I receive is Error 550 please see http://www.spamhaus.org/query/bl?ip=90.212.46.186 hope you can help as this is an issue for my business. Thanks in advance Andy
Need to create a client life cycle within Zoho. Can someone assist with how to setup?
We have a business model that clients of ours sign up for a 1-year contract for a service we provide. Within that 1-year service, we have regular touch points where we need to contact the customer at 30, 60, 90, 180 & 300 day point. We have been managing this life cycle manually, however going forward as our company is growing we want to be able to automate this process so Zoho can pop up or populate a list of the clients that you need to call that are within either one of those points. Does anyone
Search not working after importing leads
Searching of newly imported leads shows no results even though the leads are there. IS this a bug? Or does it just take time to index/show up in the search results? Thanks
Mobile signature pad
We are starting a new division which will require signature at time of delivery/pickup of product. Do you recommend any certain handheld web/mobile device that accepts an electronic signature and is it possible to sync this with Zoho in anyway?
page navigation
Need a better page Navigation I have around 3,000 Leads and sort by reg date, go for last number, it take a lot time It will be good ZOHO Provide better page navigation..
How should the company field by used in Leads when the 'Company' is an individual?
[Edit] I previously referred to Enquiries since this is what we named them too, the original name was 'leads'. Hi, As a business we deal largely with individual and not companies, with this in mind how should we be dealing with the 'Company' field when adding new enquiries. It does not really apply yet is a required field. Is there anyway to stop this field being required? It doesn't really work to put 'Individual' as the company name, nor is it a neat solutionto put their full name. Anyone have
Jobs/Potentials in Account View: Separate Open & Closed
When in account view, the list of jobs can be quite long since the box is set to hold open & closed jobs/potentials. Is there a way to keep ONLY open jobs showing? Or would a separate box have to be created which would hold closed jobs/potentials.
Alphabetic Search in Leads
Hi Searching using the alphabetic search in Leads currently searches on Lead Name. Is there any way of changing this to search on another field (we have a field named Company Name which we would like it to search on)? I am using the free version at the moment. Rgds CK
Mapping of Custom Fields
Hi I have changed the name of "Accounts" to "Customers" in my Zoho CRM. I have created 2 custom fields in Leads as follows: Street 2 and Street 3 They are mapped to: Billing Street 2 and Billing Street 3 in Customers; Mailing Street 2 and Mailing Street 3 in Contacts. When a Lead is converted to a Customer/Contact, the custom fields map fine. However, if you then create a new Contact for the Customer after the Lead has been converted, the standard address fields copy over, but the custom
Creating New Column ID's
In my Accounts tab, I want to be able to see more details about each account as it is listed and I also want to be able to organise my list of accounts by other options. Currently, I have Account Name, Phone Number and Website, all showing for each account and I can arrange my accounts by these 3 things. How do I add further options to this? Specifically, I would like to arrnge Accounts by date modified, so I can easily see which accounts have been modified or had notes added most recently. Thanks,
Tracking Contact Attempts
I am new to Zoho CRM and am looking to either add or integrate a feature I am familiar with from a previous CRM/ Lead Management tool (Leads 360). The feature is a contact attempt counter, each time a lead is dispositioned for any reason (attempted call, left message, etc) the counter adds one attempt to the file. I had this feature on the lead view of Leads 360, and it was a great feature to be able to filter leads by the number of contact attempts that had been previously tried. Additionally,
Tracking Email
We use email a lot. One Zoho weakness is we cannot track who got what email, when? We cannot run a report asking for who was contacted (by email) in the last X days. Any ideas on how to track email?
how to link opportunities and crm invoices in Zoho CRM
Hi all, This has been my main problem with zoho crm. I need to mail merge some information both from the crm invoice (not zoho invoice) and from opportunities table. Does anyone experienced that ? Regards
How do I move my Zoho account to a new google domain/account
We are spliting up our company and need to move the Zoho CRM account onto a new account. How do we do that?
Change fields- web to lead form
Hi- Is it possible to change the fields in the web to lead form, or must we accept only the fields which the system presents us? Can we change the order of the forms? Many thanks
Does not work on a new form of Web site
Set form to the new site, it does not work. I just copied the code and put it on a new site on Wordpress CMS When submitting a form, all the stops on https://crm.zoho.com/crm/WebToLeadForm Here's the page itself with the form http://new.unitedtraders.com/accountcontact/ Tell me, why not send form?
How do you assign a contact or account to a group
We are trying to setup specific account and contact information available to only a particular group. I see how to create a group assign specific users to that group, but how do you now have just those group of users have access to those accounts or contacts?
I don't want use other language, want English Only
When I print invoice it showing Korean language. I want print in English, but I don't know how to change invoice language...
Zoho CRM with Business Works
Hi, Our company uses Sage Business Works for the accounting back end. We want to have an integration with Zoho CRM for Customers and Account level data. Does anyone know of an existing integration between these two systems? Thanks! MD
Multiple Price Books for the same product
Hey zoho I've created 2 price books one for a direct sale to a customer and another for a sale to our distributor. I added the same products to both price books and when I go to create a sale both price books show up but I can only click on the first price book that I created. The other I can click all I want but nothing happens. Do I need to have different products for different price books or is this just a problem with the system? Thanks for your time.
Sync with google calendar
Hey, Does is way to sync all my zoho calendar with google calendar?
How do you "close" Potentials so that they become Customers?
I am an insurance agent and looking for a way to use ZohoCRM to help track leads and customers (B2C). Unfortunately, I don't see a way to setup a "Customer" tab, and I also don't see a way to convert a "Potential" into a Client or Customer (Account)?
Email Notes
I think it would be great if we had the ability to email notes in cases (or other modules), so that we can forward them to Clients. Maybe this could be integrated with the Outlook Add-In? I use outlook for email and it would great if we could include the notes, maybe in a box, that could be included in an email to clients.
Post-Sales Implementation Project
When we finalize a sale of our software services, we create a sales order. We then have a standardized set list of activities that are assigned to a team of four for various duties that have to be done in a certain order. We would like to have an automatic or semi-automatic process that would go from the Sales Order to a Project with set tasks pre-assigned to the four team members. Is there a mechanism in ZoHo that will let us do this or is there a way to program our needs ourselves? Thanks for your
How do I trigger a remote update?
What I want to do is have Zoho post to a URL on my server automatically when data changes - specifically, when a lead is converted to a contact, I want to have Zoho automatically post the contact information to my server. Is this possible? Thanks!
Is there a report to track calls per shift or per hour?
I am trying to create a report that will track how many calls are being made per user per shift. I was thinking about creating a record or field where I could input the hours worked per person per day. This entry would then reflect on a report. Does anyone have a clue on how this might be accomplished? Or a work-around? Is there a report that could sum calls and also show another field? Is there a report that could also do the basic math (calls made/hours worked)?
Search for contacts that had been emailed to
Hi there, Can anyone explain to me how I can create a report or search for allCcontacts which have an email attached to them. Please note, not an email address but I am looking to search for all Contacts which I had emailed within a certain period. (The emails had been attached using the outlook plugin). Many thanks, Klaas
Export/import part of datas between 2 Zoho CRM systems
Hello We have sold a part of our company and would like to export some of our CRM database to the new owner also using Zoho CRM. We can sort our contacts by several sources and can easily move the contacts between the 2 Zoho system. But how to we we move the tasks belonging to some of the contacts as well? Look forward to read you. Best regards, Bjarne
Modify phone calls Date and hours filled manually
Hi, Please make it possible to modify/correct phone calls date and hours ? Make it possible at least when date/hours have been filled manually. Thanks,
Bug - No search box
The all-important search box has disappeared in Zoho CRM. I am currently using Chrome OS - Version 19. (I typically use Mac, Windows, and Chrome on a daily basis and have not had this problem before in my recollection). Please fix
How can Sales Stages values be included in a Potentials export?
Hi, In Zoho CRM, when I do an export of all records in Potentials, the Sales Stage field is not exported. (Sales Stage is a value from a pick list). Can the Sales Stage field be exported, and if so, how would one do that? Thank you! Robert
Basic API search
Hoping there is a workable scenario for this problem. Since ZOHO is still not finished with integrating phone systems with their CRM, I thought about using an API to do it. I can use the API getsearchrecords and return values successfully by the phone number, but the results come in unformatted XML which really isn't going to be adding speed to the sales calls. I would like to be able to return the values into the system and open the contact or account or lead's information page. The phone system
Zoho CRM and Zoho Books integration
I am trying to integrate Zoho CRM and Zoho Books, so i can view the invoices in CRM. How do I do this
Import more than 1500 Contacts
I want to Import more than 1500 Contacts. I have Professional Upgrade, have had for 5 years, but when I tried to upload around 3000 contacts, it says I can only do 1500. What am I doing wrong? Any ideas out there? Cheers :)
3rd user cannot access the crm information
I have added the 3rd user in our organzation, invited and confirmed this user is part of the organzation, but cannot access (see) and information at all eg. lead, account...... thank you
Problem with saturday and sunday in personalized view
Hi, I have a clients personalized view where I can check the clients' packages that are arriving today (this info is taken from the day that they send me a package. All the packages are delivered the day after) I have a problem on mondays, because the view take the info of the pacakges that were sent on sunday. But there is no activity in saturdays or sundays. How can I do to make the friday packages appears to be delivered on monday. It should be fine to configure the holidays. Thanks!
Mail visibility
How to configure visibility of e-mails to/from contacts? (Zoho e-mail addon) For example I would like to see all my e-mails and e-mail to/from other users and my contacts. Thanks
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