Need help with Lookup field for Quotes
Every account has its own Distributor/Cusftomer ID text field. I have tried to make a lookup field in my Invoice layout where I chose from a list of Accounts in order to populate the Quote's Distributor/Cusftomer ID field, but it has not worked. Is there a way to either: To select an Account for an invoice such that a seperate field automatically populates that account's Distributor/Customer ID, as defined in the Distributor/Customer ID for that account's file. OR Can I have a lookup field where
Captura lead from an email sent to a specific address?
Is it possible to capture a lead from a forwarded mail structured as e.g. CSV or XML? Thanx Daniel MfNF.dk
Field level security: some fields are greyed out in the visible column
In the doc... http://zohocrm.wiki.zoho.com/Setting-up-Field-level-Security.html it says... For example, "Sales Stage" and "Amount" fields in Potentials module may not be required for a person looking at customer support. Similarly, "Status" of the cases can be hidden for the users other than customer support persons. But I can't untick "status" in "cases", it's greyed out. Also "sub total", "grand total" in "invoices" is greyed out too which would be needed for a customer support/non-sales profile.
Auto-Responders in Zoho CRM
Hi, I am doing some end of year clean up in Zoho CRM and I getting frustrated with what looks to be a lack of foresight with a lot of the features. When I first implemented ZCRM, about 18 months ago there were a few quirky things that were fixed immediately.
Custom Activity View from Accounts Only
Our sales team is asking for a Custom View that pulls that days activities for Accounts and Opportunities, but not for Leads. Is that possible?
CRM Recurrent Tasks
Do you have plans to enable the option to create a recurrent task in CRM?
Help in where I place my customers!
I am a small first aid training business and I like the CRM but want to make sure I am using it correctly. This is my process. I plan to run a first aid course, set a date and advertise in various locations. Currently I am logging this info in Campaigns. When a potential customer is interested I go into Campaigns and add a new contact. My reason for this is that if I go into Potentials I need an account name and clearly the first aid course isn't an account as it is mine! If I go into leads then
Metrics
I have created 3 reports in CRM that I need to show up on one Dashboard. How do I have the report show up exactly as they show in reports so I can see my metrics on these items. Right now it does not show it properly and only show sub-totals. I want the report to show exactly as it is. Any suggestions?
I want my PA to be able to access and update my CRM calendar because it Syncs with Outlook
Hi, Please assist. I want my PA to be able to have access to my CRM Calendar as I need her to be able to see my diary when she scedules appointments. I want what she schedules to update my CRM calendar immediately as I can then then sync Outlook with CRM. The business calendar function allows my PA to view my calendar but she cant make updates. Please advise thanks
Email field won't save
The email field in Contacts won't SAVE an email address with a dash. Example: John@my-club.com Any thoughts?
Mail not working in CRM
I'm having difficulty getting a user setup with email for our domain. Mine (the administrator) appears to work just fine. However, the other user is not getting email sent to her address at the domain. I've noticed that by name appears followed by the correct email address in the folder frame on the left of the screen. Hers shows her zoho.com email address. When I check the Mail settings, My domain email address shows the option of "Edit" only, where the Zoho.com and another I have configured show
Error Message when clicking on lookup
Hi I receive the following error message when I try to click on certain lookup custom fields. "Sorry for inconvenience. Please try after some time or report your issue in the feedback form given below. Help us to fix the problem:" I am unable to fill out the pop-up form to "help you fix the problem" This is only occurring under one of our users. The other two users can use the custom lookup function with no issue. All users are under the same profile and have the same editing capabilities, so I
Adding sub-category to My Contacts
Hello, This may be a nubile question but how do you add sub-categories in My Contacts? I've tried searching these forums but have not been able to find an answer. Thanks!
How to customise Contacts views
Hi,I'm trying to create a very simple custom view of my contacts, with four fields only, in this order: * Last Name * First Name * Phone Number* Email Address I also want the list to be ordered alphabetically by Last Name and, when searching by letter, to return Contacts with a Last Name beginning with that letter.When I create any new view the Last name and First Name field order is ignored; all I get to see is the field "Contact Name" which is ordered (1) by First Name and then (2) by date of creation
Zoho CRM IM and Group Chat
How do you enable Zoho CRM IM and Group Chat? It might be a good idea to post this in the blog: http://blogs.zoho.com/general/new-collaborate-in-zoho-crm-with-im-and-group-chat#comments
Problem with autoresponder sending initial email again
I set up an autoresponder that is using a custom view in "leads" that contains two names. I set it up to send the inital email, and then subsequent different emails at 2, 5, and 7 days. This all worked fine. But on day 8, both of my "leads" received the initial email AGAIN. Neither of these "leads" were active in any way (on the website or in Zoho). A few minutes ago, I received my 2 day email AGAIN, so it appears that it is cycling through my autoresponses for the second time. Is this a known
Is it possible to link two separate Zoho CRMs systems together?
I am looking to share some of our Zoho CRM data with a sister company without sharing our Zoho CRM system itself. The sister company runs its own version of Zoho CRM. Is there any way of integrating the two separate systems together to share, for example, only leads that relate to a particular territory? Or having automatic forwarding into the CRM of the sister company when certain rules apply? We don't really want to have to go through a process of importing and exporting data as Excel files! Thanks
Email template for workflow alert putting sender info in record, not user's
Have a workflow rule working correctly. I associate an alert, alert working well. The email template is a 'contact' template, with {user.first name} and similar user fields. When the alert runs, the generated email puts in my (admin" user data. I want these fields to be from the record that triggered the alert. The rule is a field match to a specific string in a menu I made.
Potential Setting - Available Field List Problem
I am trying to change the selected field list in Potentials. I can remove a field from the Selected Field list but it will not allow me to move a filed from the Available Field List to the Selected Field List. I have seen some other postings on this issue but not a solution. Please advise.
Customer Usernames
Hello, I was curious if it is possible to create authentication of customers before they submit a ticket via the web? Would you have to pay for a user account for Zoho for every customer?
IE - UTF problem
I have problem with Zoho CRM. Zoho-forms on IE send me leads without my national signs(polish letters). Where can be problem? UTF? IE?
Can i Access Zoho CRM User's data using an API Call???????
Can i get My Zoho CRM User's data like the Role of the user, Title, etc..., using zoho crm Api???? If so, how can i do that? Thanks in advance for the reply, Regards, Pavan.
Lead Management - Entries in under "Brands" and "Lead type" disappear
Whenever I click the "Edit" button within a lead, I loose all the information placed under "Brands". The same is true for what i have selected under "Lead type". How can this be resolved?
Changing views
Is it possible to change the columns displayed in the views you get when you are in Accounts, Contacts or Home screens. For example, right now under an Account, in the Contacts section it lists the: Contact Name - Email - Phone - Mobile - Fax. I would like to change these columns. One thing I would like to add is "Title". There are many sections that I would like to change the displayed content. Can this be done?
Log a call not functioning
When i try to open a new call Nothing appears please find the screen capture
Zoho CRM Web Tabs
First of all congrats for the new update of Zoho CRM. Nice features! I have a question regarding the new feature Web Tabs: In case we create an application in Zoho Creator and insert it in Zoho CRM as a web tab, can we get data from other Zoho CRM modules as lookup? Let´s say as you have mentioned in the help center, we can create web tab, for instance, to insert forms that calculate the sales commissions of sales registered in the CRM. How can we get the data from other CRM modules? This is not
Export job notes
Is there a way to create a report that only exports the most recent note entered, instead of all notes?
Zoho CRM: Customize Page Layout: Cannot drag and drop fields from the "Available Field List"
Hi, I'm not able to customize the Page Layout Fields, because te "Available Field List" appears gray out.... I happens in all modules. What can I do? Thanks Mario
Sending emails using Outlook
Hi. We have just signed on for Zoho CRM Professional and I have to congratulate the team on an excellent piece of work. I see that the CRM has the capability to write and send emails. But I also see that it uses an internal email editor etc. Is there any way that one can select an external email editor (Outlook for eg) to write and send. I know this option is there on Sugar CRM (internal or external). This ensures that there is only one consistent place that emails are sent from. I also have
Number of hours in case
I know I am such a new person question here, but how can I see a report of list of the number of hours worked on a case (activities, tasks, etc...)? I would like to know how many hours were spent on tasks in a case. Is there a way to do this?
BUG in Web-to-Lead Form
1) Web-to-Lead Form doesn't work for 1st time when you open http://seomixi.com/contact_us.html 2) Subsequently if you again try to submit the same form, it works. 3) This issue happens from some PCs (out of 7 PCs, 5 were not working consistently). 4) The problem is easily reproducible. 5) We are loosing lots of leads due to this bug. Please look into the issue asap. Thanks, Gopal Agarwal
Sending emails upon leadregistration
Hi, I am using Zoho CRM and I am using web2lead forms to get customer data from my website. The different webforms adds leads to different leadsources. When a lead is generated, I need to be able to send the form content to spesific email adresses wich are not users i the crm system. Do I need creator for this? If so, where can I find documentation on doing this? Thank you.
Call pop ups
I noticed that using this CRM and other Web based CRM's there is not a call log. The call log being a list of customers or accounts you are suppose to call for the day that are set up as well as a pop up via an alarm functionality. I have really only seen this in Direct software (not web based). Is this something that could be added, or if it is there, where is it. cobbxj
newFormat = 2 does not return the null fields
Hi Since you change the API and GetAllRecords does not exist anymore I facing a big issue! Im trying to get my records with all fields (also the null ones) http://crm.zoho.com/crm/private/xml/Accounts/getRecords?newformat=2&apikey=xxxxx&ticket=xxxxx&fromIndex=0&toIndex=200 and still many of my empty fields like Parent Account are missing How can I solve this ASAP
Contact Views - Last Name Sorting
I want to cycle through and call a group of names in our contact list. To narrow the list, I created a new "View" and selected, for example "Mailing State" is "MI" as the search criteria. It doesn't really matter what the criteria is. The narrowed list of only Michigan contacts is on the screen. I want to work the group alphabetically by last name. (Yes Zoho Support, I changed the "Name Format" to "Last Name", "First Name", Salutaion".) I click on the letter "A" above the list to display only
Problem with password change...
I have a new Zoho CRM account. I am trying to change my password, but the Setup->>Change Password function is telling me that the old password I am entering is incorrect. I have tried several times and have entered the old password very carefully, so I don't think I am mistyping it. Additionally, I had just logged in successfully with the old password. Is there some minimum period of time that must pass before I can reset the password? Any help would be appreciated. Thank you. statestreetnetworks
Cases not able to use the "Product Name:" Lookup field
Hi, My "Cases" Mod (which is named Design Status) has a bug in it now it started on Monday. If I go to a "Contact" and scroll down & add a "New Case" (or "New Design Status") When the new "Case" (Design Status) comes up and I click on the "Product Name:" to add a product it says "there are no products" if I click New Product & then add a new product all of the rest of the products show up. What is going on? This is making my design team CRAZY! T-Lynn
How do you like Zoho CRM? Have you compared any others like Sugar, Microsoft Dynamics, SalesNexus?
Hello all, I am looking for a CRM for our company. I'm currently comparing Zoho, Sugar, SalesNexus and a couple others. How do you like Zoho and have you compared it to any others? Best Regards, Scott
Records dissappearing
Dear CRM team We have been using the CRM for approximately 5 months now. When a customer makes a purchase we convert a quote into a sales order. The sales order or quote is also converted into an invoice, but not necessarily at the same time the sales order is created. However we will not create an invoice until the sales order is created. Thus I can be sure that for every invoice in the system there should be 1 matching sales order only (and not 0) In the sales order we log a number of dates to
CRM Calendar to start on Monday
Hi, I have been searching high and low, but I have not found a place where I could change the CRM Calendar Settings to the European style Mon-to-Sun instead of the current Sun-to-Sat. Please advise how I should do that or if you are planning to add such an option and when? I know this is a matter of habit, but all the members of my team are complaining how disturbing this is. Looking forward to your answer! Regards, Kristi
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