Basic Sales Report / forecast
Zoho community - I am on the verge of purchasing Zoho crm for my company's crm tool but I can not for the life of me figure out how to set up a report on my dashboard screen that will show a "forecast" of the deals coming in for a particular time frame? Nothing off the wall - just a basic sales forecast report that shows: Potential Name Sales Stage Potential Expected Revenue Owner Can someone please help me with this or point me in the right direction on how to do this... Thanks in advance!
Why I can't setup recurring tasks nor events?
From the CRM I am trying to create recurring events and tasks but the field for recurring is not available.
EMERGENCY BUG: Zoho just completely broke the API integration (again)
We have a couple of independent CRM accounts, and the API integration is completely broken as of around 12:00 GMT. Note that one of these integrations has worked fine for over two years (except for other occasions where Zoho pushed code to production without warning that suddenly broke something). This time, when attempting to generate a ticket, I get this error: # #Thu May 19 08:13:08 PDT 2011 CAUSE=Maximum Concurrent User Tickets Limit Exceeded RESULT=FALSE There is no mention of this error anywhere
Zoho CRM Prospects Information
Our admin left and I have been gifted the admin function with a new sales rep added to our system. When I look at my screen my Prospect shows Business card info Prospects Information Address Information Description When my new sales person looks at his Prospect screen it only shows Business card info all contact source, status etc is missing. He has the exact same access as me, but we cannot find a set-up link to change/update rectify this missing information. HELP please
Hiding and auto-setting a drop-down field in Web-To-Lead form
I'm creating a Web-To-Lead form for my website. For leads that come through this form, I'd like their lead source to automatically set to Website. The form is a drop-down form, and Website is one of the selections. I do not want website viewers to see this field. Do I need to put it on the form but hide it? Or is there another way I can do this?
Contact / Account relation troubles
Hi My users has lost some relations between their contacts an account. I know this has been discussed in another thread, and i know it seems to be related with the Zoho <-> Google sync. How to solve this defect ? I can't access to any setting related to a Google Apps sync (In third parties modules -> Google Apps -> Contacts i have a blank content !?) Please help, as the dissatisfaction of my users is growiing stronger and stronger these last days. Regards
Zoho CRM API method getSearchRecords
https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=keyxxxxxxxxx&ticket=ticketxxxxxxxx&selectColumns=Potentials&searchCondition=(Stage|contains|*won*) Below query is not working. Getting message Invalid parameter value(code 4832). Any idea what is wrong here ?
How to add a heading?
How do you add a heading? I did it once, now can't figure out how to do it again.
Replace Multiselect fields
Is there a way to "replace" / "rename" a Multiselect Field, so existing records will reflect this update? eg. we created a Field once called "Festival Tickets", but now want to just use "Festivals". How can we ensure all records who had "Festival Tickets" in the past will now be updated to "Festivals" for this field? There are hundreds of them so a manual update wouldn't really work.
Field Dependencies Not Working
I've created a field dependency for my CRM account: If ACCOUNT TYPE = Client, then ACCOUNT STATUS = Active or Inactive If ACCOUNT TYPE = Prospect, then ACCOUNT STATUS = Null But when I convert Leads to Contacts and create an Account for the Contact, it automatically sets ACCOUNT TYPE as Prospect and ACCOUNT STATUS as Active. This is against the dependencies I've set up. How do I keep this from happening?
Sales Order/Invoice PDF export
Hi, When I PDF export my sales order/invoice, the height of every cell in my template tables seems to be enlarged with a padding below the texts. As a result, I am not able to add as much information onto a Single Page as I would like to. Does any one else has this problem or a solution to this? Thanks!
calendar hours
Hi, Is it possible to stress working hours? i don't need in calendar to see from 1 am till 23 pm - whole 24hours. With slot every 1 hour. I'd like to have more detalied view for hours from 9am to 17am only 8 hours with slots at least 0,5hour. bestregards, p
How to know which imported records created a clone?
Hello, We have a problem. When importing records via CSV, we have the option to Skip, Override or Clone duplicates. We typically use "Clone" in order to keep data from both records. This however creates a duplicate record and it's very time consuming to find these records in order to merge them manually later. Is there a way (or will there be a way) to know, after import, which records were already in the database? A match by email address would be perfect. So, after an export, the output would look
Can't add Accounts or Contacts as Invitees to Events
Maybe I'm missing something, but when I go to add invitees to an event, all I can add seem to be zoho users, not my contacts, accounts or leads. What if I'm having a sales conference call and have invited several different contacts to call in and participate, do I need to create a separate event for each one?
Problems with New Version
Problem #1: It is not the old version. The old version rocks. Problem #2: The new version is hard to use. Hide the details? I WANT the details shown all the time. This is like opening a tool box with blinders covering your eyes, and having to remove them EVERY time! Problem #3: Format for the new notes section is terrible and hard to read. Everything is the same size, font, and has too much text in the date/time tag. Instead of "Friday, 16 Sep 2011 11:49:14 AM" why not have the option for something
Zoho CRM - Creator Integration: Web Tabs or Custom Tabs?
What's the preferable way to integrate Creator Applications into Zoho CRM: using web tabs or custom tabs? Besides the facility to edit creator apps inside CRM when using custom tabs, is there any other advantage in custom tabs or any disadvantage in web tabs? Your input is most welcome. Thank you
I would like to see the sales for each division, not as a whole company.
Hi, ZOHO. We are planing to use ZOHO CRM service, since we think it is better system than "Sales Force" software. But we have a problem, that we cannot see the sales by each division. Is there anyone know, how to see the sales by division, or make a group to control the sales of each clients. The second problem is that we cannot use or input our sales by multiple currencies. Since we are making sales in several countries, we need to input each countries currency. If these two is difficult right now,
Tabs not displaying or reordering
I went into setup to change the display and ordering of tabs, but these changes are not reflected in the tabs shown. Is this a bug? I just signed up for email integration and can't get this tab to display, even though it shows in the tab setup. Please help!
Importing invoices from other sources
Hi Zoho, When will we be able to mass import invoices into CRM? Or does this functionality already exist?
Emailing reports - info in email, not as attachment
In my company, we don't get many leads - perhaps 3-5 a day. I'd like to schedule a daily report to go out to the team, but I don't want the information about leads to be included as an attachment; I'd like it to be within the body of the email. Is there a way to do this?
getCVRecords
I am trying to find all the converted leads using getCVRecords method. The returned data has a Lead Status "Pre-Qualified". But NOT all converted leads are customers. So how to find the converted leads that have been won ? Please let me know Thanks
New UI search
My biggest problem with the new UI (and in general it's OK) is the lack of a search function for contacts. In the old UI I could type "12345" in the search box and get any contacts whose phone number (or address or whatever) matched, In the new UI the search box seems non-functional. It displays a "what to search" drop-down then does nothing when "contacts" is selected. If I can't search... well... not very useful.
In CRM, how to make State a picklist vs. text field?
How do I make State a picklist field with U.S. states instead of a text field?
Sort functions for reports
How do I use sort functions to alphabetize my Account Reports?
My 2012 ZCRM Wishlist
#1 - An Android app that allows one touch call logging. What good is a mobile app if you have to stop driving to use it? Most mobile users are accessing ZCRM from a smartphone. The app should be connected to your phone contacts so that when the caller ID comes up on an inbound call the ZCRM app asks you if you want to log a call when you hang up. #2 - Real Time calendar sync with Google Calendar (or other 3rd party web calendars). When I am on the go I want my office to be able to view my schedule
create second business
hello, I have two separate businesses and both should be handled with zoho crm but I want to login with my one gmail adress. can I create with one gmail adress more than one business in crm or zoho itself? greets ...
How do I count the number of days between when an order is opened and when it ships?
I'm trying to create a formula in CRM. I've tried using a formula like this but I keep getting a syntax error. ((${PurchaseOrders.PO Date} - ${PurchaseOrders.Shipped Date}) / (1000 * 3600 * 24 ))
sorting leads
What is the best way to sort leads? As I prospect and remove the lead as a prospect, I would like to be able to remove leads from my primary list but keep them in a separate list for future reference. Most have competing products so are not interested in our product but I want to keep the intelligence in case it's needed in the future.
no returns on search function
There seems to be no configuration of search terms I can use that would return any results what so ever from the search function. For example I can see a lead with the company named: ABC Corp. If i type ABC Corp. into the search field nothing comes back in the results. There is nothing I have entered so far that returns anything. It would seem to be broken. I have seen older posts from years back that ask this questions and I haven't found any answers. I apologize if this is a redundant question.
Dates (years) messed up on import, simply fix?
When we imported our accounts, we didn't notice that the dates on most of our accounts and events were botched somehow. For example, 2009 became 0009. Because there's no way to automatically import attachments, we just spent several hours transferring them by hand, so starting over here kind of isn't an option. Is there some simple way to go through and automatically change any year starting with 00 to 20? That would completely resolve our issue, which is causing problems for our reports.
Reports that seperate geographic location?
I'm trying to figure out if there is a report that will seperate my leads based on geographic location or show some mapping?.... ideas ?
Restrict Data Export
Is there a way to make it so non admins can't export data? Thanks!
Contacts -> Account Links Disappearing
I had all of my Contacts assigned to Accounts. When I logged back in the next day, I noticed many of my contacts had no account assigned to them. So I went through each one and made sure they were all assigned and linked to a valid Account. Today I saw the same thing - about 1/3 of them had no assigned account! So for some reason the link is being broken, or not holding. Has anyone else experienced this issue? What can be done to prevent this from happening?
ADD CUSTOM MODULES w/ the ability to create custom relationships
The ability to add custom modules and custom relationships between modules is what makes salesforce and SugarCRM so powerful. Zoho was great for us for about 8 months until we needed more than a very basic CRM. I think the CRM team need sto look at features like this, that make them able to compete with the big CRMs in scalability. It seems like there is a pretty low cap on what companies can use a tool that is not more customizable (and that does not mean tryiong to fit my custom module needs
Enterprise Edition: Cannot add new user
I have the Enterprise Plan, which states it includes Unlimited users. However, when I try to add a user, I receive an error message (See screencast). http://screencast.com/t/KtU1VQjvjNss Melissa
Problem while importing calls
I used Zoho on one domain and wanted to move it to my other domain. So i exported everything to CSV-files and tried to import them again.Wich worked, except for one problem. When importing calls and Activities the link between client/contact and the activity disappered. This is a big issue for me since i am now not able to follow up what have been told to each client last time we spoke.
Converting a lead to a account
I really like Zoho but when I convert a lead to a account it seems to lose data. I cannot see the lead source any were when I have converted it to a account. This is important knowledge to us even though the lead is converted. How should I be able to do a analysis of what lead source gives the most clients etc. if this data is lost when converting a lead to a account?
Is it possible to change the Google Apps domain for ZohoCRM environment?
Hello We started to use ZohoCRM by adding ZohoCRM as an application from https://www.google.com/enterprise/marketplace/viewListing?productListingId=2533+17854168373705313802&pli=1 for one Google Apps domain let say www.google.com/a/domain1.com. Now we would like to change the Google Apps domain bounded with this ZohoCRM environment to another domain let say www.google.com/a/domain2.com. I've found only disable/enable switch in Setup/Apps & Add-ons/Zoho CRM for Google Apps setting page. Is it possible
On User Input -- Change Value -- Lookup Field
Issue: the problem was caused by the field being a currency field. When I changed it to a regular number field, it worked fine. Some weird bug. My conclusion about the error below was incorrect. The problem is somewhere else, but I cannot solve it. Here is what happens: Load new form Select Value A from a lookup Field 1 On User Input for Field 1 script is triggered: If lookup 1 = A, then set Field 2 (currency) to a fixed value and disable Field 2 Otherwise, set Field 2 to null and enable field
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to....
I have mapped a the "Address" field across Leads, Contacts, Accounts, and Potentials is there a way to update the "Mailing Address" field in Contacts, and have it auto populate the linked "Mailing Address" fields in the Potentials? I get it that I can populate the Mailing Address fields in a the "Leads" section, and when I convert the lead to a Contact and a Potential it copies the Mailing Address across to the Mailing Address fields in the Contacts, Potentials and Accounts, but how can I do this
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