Recover Lost Quote Template. Avast Virus detection. H E L P!
Hi! Today I wanted to change my quote template and after saving the changes a window poped up with a Virus warning from AVAST. I closed th window with the warning and wanted to print out a Quote. After printing out the PDF there was only a white sheet! It seems that due to the virus warning an empty quote template was saved. When I now check my quote template, it's empty........ Can someone tell me how to restore the original Quote template? I don't want to start completely from scratch and I have
How do we set up reminders for Leads?
We have our employees going through their leads, but most of the time they end up needing to call back at a future time. Besides using the calendar, is there a way to set a reminder so that Zoho brings that leads back up in a couple hours or days or weeks for them to follow up with? Thanks, Arthur
Zoho virus?
I was working in CRM tonight w/ no problems and went back in later to edit a case when Avast popped up and reported that malware was found. It is reporting it as http://js.zohostatic.com/crm/v90/zohocrm.js\zohocrm and a file name of JS:Pdfka-DH [Expl]. Has anyone else run into this? I've been using CRM for a couple months now and have never seen this before.
How can i set a rule to assign leads by multiple states
I want to set a rule to assign leads to 2 salespeople, east and west of the mississippi. Is there an easier way to do this than specifying each state?
Reports are case sensitive - how to solve?
I'm trying to run an accounts/sales by destination report, however Zoho is not consolidating the country by country info into a single record - because it is recognising case differences. e.g. UNITED KINGDOM / United Kingdom / united kingdom / UNITED KINGDOM would result in four lines of the report - when there should only be one.
Zoho Mail / CRM Integration | Attaching attachments from email to a record in CRM
Will a user be able to attach an email and/or its attached files to any record of choice in zohocrm?
Z CRM Email templates
Is it possible to embed a form in an email template so that when the recipient opens the email they can read the it and fill out the form in the email? I have been able to embed the form successfully in the Z CRM email template, but when I received the (test) email, no form was included in the body of the email. Am I doing something wrong here?
Set the invoice template at a fixed height
I want to achieve that my company address is in a box at the bottom of the invoice and is always at the same spot. Best regards Benthe Jessen Trouville Furniture Denmark
Tracking responses in Z CRM about email campaigns
In my email campaigns, I would like to include a url link to be visited. Then there are two things I need to track: 1) If/when my email is opened/read 2) If the link in the email is clicked on Can Z CRM accommodate this?
Published dependent fields not working
I have the following problem: i created 3 fields: L1, L2 and L3 i created dependencies between the 3 fields When i create a new case WITHIN ZCRM, L1 and L2 dependencies work as promised L2 and L3 dependencies dont work all that well I then published the form in my web page including L1, L2 and L3 fields When enetering a new case, the dependencies are broken You can see the publised form at: www.procesoscomerciales.com/junk.htm If im doing something wrong, let me know Paul
WebtoLead in Flash
Dear all, Do you have a user guide or script for integrating the web into a Flash site. Your answer is urgent. Thanks in advance. Nicolas Nicolas Loeillot
Flagging locked accounts
Hi guys. Thanks very much for a great product. My users have asked if we can generate an image or change background colour depending on the entry in a custom field. I use a custom field to give credit managers the ability to lock accounts for customers that have not paid and incorporated work flows to email the required personnel. This seems to work OK, but some users just skim past the custom field. Is there a way to add a red flag image or change the background colour to red in the cases where
Ning site not working with web to lead form
has anyone had problems passing lead info through the web to lead form on a ning.com platform site? The page where I'm trying to do this is at: http://www.atgeist.net/page Nothing is passing through to zoho crm?
Changing a Lead to a Potential
I see that when I update a potential to 'closed' status it automatically creates an account. As I was testing out the lead functionality, I expected that when I updated a lead to 'pre-qualified' or some of the others that it would transfer to the potential category. Is there anything that does this, or do I have to manually update the leads to potentials? Thanks, Arthur
Forms not displaying
I can only create a new lead/account/contact etc from the Quick Create on the home page sidebar. When I select from the top toolbar or try to edit an existing record, the form is not displayed. All that is shown is two identical lines of save, save & new, cancel. I'm a new user so I may be missing something?
4832 - Invalid login name
I'm trying to get started with the Zoho CRM API. I'm following the instructions here: http://zohocrm.wiki.zoho.com/Zoho-CRM-API.html and I'm trying to start with a simple call to the first method on the page (getMyRecords). I'm going to the following URL: http://crm.zoho.com/crm/private/xml/Leads/getMyRecords?loginName=joe.shenberger&apikey=... and I'm getting back: <response uri="/crm/private/xml/Leads/getMyRecords"> <error> <code>4832</code> <message>Invalid login name</message> </error> </response>
zoho crm maxing out resources
Hi, I'm using Firefox 3.0.5 on Ubuntu and notice that Zoho CRM maxes out my cpu. No other web app that I use appears to do this. Anyone else having similar problems? Thanks
Can't add New Contact, New Lead or New anything
Can't add New Contact, New Lead or new anything for that matter. For example I click on New Contact underneath the main tabs and the page reloads with the blue icon guy and the title Create Contact on the top left corner. Then on the right hand side I have * Required Field(s) and in the middle I have 6 buttons, 2 Save Buttons, 2 Save & New buttons and 2 Cancel buttons. And that's it. But where are all the fields in enter the data? The same thing happens for all the 'New' options. I've tried this
Linking Web to Case and Contacts
For some reason, when I submit a case from the Web to Case form that is provided, it doesn't link the case to an existing account in CRM. Is this by design or am I doing something wrong? I would assume the case would be linked up via the email address. Anyone see the same problem? Thanks! Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com
Tracking source by purchase order
The sales guys don't update their custom field Contact Status to SOLD! when a sale is made. By looking at the Purchase Orders, I can see what has been sold. I need to know the following information: What is the Lead Source (already transferred/mapped to contact) of each sale? I have a custom check box that is labeled "Called Us Directly" (already transferred/mapped to contact). This should be included in a sales report.I will keep thinking.
Views and filtering by date
I have a list of contacts with a last contacted date on them is there a way to create a view that list all the people I have not contacted in 2 months? I know I can put in a 'hard date' but I want this to be rolling so I do not have to keep on changing the view criteria. Thanks Gordon
Packet8 VOIP integration
Packet8 Virtual Office Interface for Salesforce and Netsuite is currently available... add Zoho! Please support Firefox.
can't open attachment in Zoho CRM to ZOHO sheet
First of all, I'm a new user of Zoho CRM and I like it. Used Salesforce herefore. I'm at the stage of discovering all features of the CRM Package. One of the things that's very important for me is integration with other applications. Mail, Sheets, Docs... In the last two days I tried to open files, attachments, in CRM with ZOHO sheets. These are all .XLS files. I tried it with Firefox, the plugin and today with Open IT Online. The only message I recieve is: Error Occured. I tried Open IT ONline in
Dependent Fields
Hi, I am currently setting up cases for use but wondered if it was possible to show/hide fields dependant on the type of case being entered? For example by choosing a 'type' of query ie bug can relevant fields show that wouldnt if query type account issue was selected. I had previously thought that the dependency facility would allow this but now see that that only controls the availability of the dropdown lists Thanks Lauren
Invoice template error
Though I have created an organization, the organization info (logo, addresses etc) do not appear on the invoice during print or print preview. I have checked the template and it seems just fine, since all the fields are there... Any clues on this one?
Outlook Synch
Haven't used Zoho in a while, but will be using it full-on starting now. Just installed the Outlook plug-in and came across an issue that's just gotta be me! I had a lead that I'm now in the negotiation/proposal process with so I converted from Lead to Prospect. When I tried to synch our ongoing emails from Outlook, I found out that I can't??? I can only synch emails with contacts or leads??? If that's correct, then how is that useful? Or am I just using the system improperly?
Cannot access the setup area!!!
When I try to access the setup page I get an error message: Sorry, the page you have requested was not found Please check the URL for proper spelling and capitalization. If you're having trouble locating a destination on Zoho CRM, try visiting the Zoho CRM home page. Go to Home Page Does anyone have an idea? Thanks Dave
Emails in Zoho CRM and Zoho Mail
There is much discussion about integrating Zoho Mail with Zoho CRM to accommodate incoming as well as outgoing mail. As a temporary workaround in Zoho Mail, I am testing this possibility. The idea being to collect both incoming and outgoing mail in Zoho Mail. I have set up email filters here so that incoming mail from clients are sent to a specific mail folder. The real test is that when I send emails to clients from within Zoho CRM (using the same email address for Z Mail as Z CRM) a copy of this
Purchase Orders in Z CRM - next steps
Just wondering about the functionality of purchases orders. Is it possible to relate a P.O. to a bill from a vendor or an order received. As with sales orders, you can convert them to an invoice, so it should be somewhat similiar that you could convert a p.o. to a bill or have it connected to goods rec'd from a vendor. Seems to me that this should be the next step in the process of vendor management in Z CRM. SmallBizOnline 360° http://smallbizonline360.wiki.zoho.com/Welcome.html
Commission based on Resource
We are looking at Migrating over to Zoho CRM one of the challenges we face is that our sales commission rate varies to the resource compensation model. Does Zoho CRM have the feature to assign commission rates by resource as opposed to product? If so, where and how? Mark
Invoice bug
Hi, I have created new Invoice template in CRM and it doesnt show company logo, when exporting to pdf. Please help! Thanks! Sergey.
Setup > New UI
Here is a screen shot of the upcoming Setup page. Earlier people felt the page looked cluttered. Now this new UI will remove the clutter and present a much better page with expandable menus in the left. Oh, there is a small enhancement too. We have grouped the links as General , Advanced and CRM Modules. Check the pic.
Comment line on Product Details for each item on quote
Is there a way to add a comment line on each product in the product detail on a quote?
Unable to send email in Firefox
When I hit send in Firefox it adds HTML coding and an error box comes up and says to remove the HTML characters. I can not send email from CRM while using Firefox. I can send email using IE7 but there are still formatting issues while I compose the email. Any Suggestions?
Managing Vendor Bills in Zoho CRM
Just devised a way to track vendor bills in Zoho CRM by using the purchase order form to enter supplier invoice information and attach a scanned copy of the bill. Think that this may be a first step towards making Z CRM part of an ERP setup. Now I need to be able to integrate with Quickbooks or some other online accounting app. Any suggestions?
Task Settings: CEO, Admin tasks private, all other users tasks public
Im trying to find a way that our senior management and admins can keep their tasks hidden from everyone (unless they decide to assign to another user in the future). These tasks will be associated with accounts, contacts, etc. Everyone in the company creates and shares all other information (leads, contacts, etc.), so a global setting to keep data private on the senior management Roles will not be a solution. Thanks in advance for your help.
Need help with workflows
Hello- We are using Zoho CRM to manage the recruiting of sales staff for our business. Does anyone have a simple system to setup the workflows to automate the reminders for follow-up calls, etc.? I am trying to give my recruiter the ability to log into Zoho CRM and easily see the recruits that need follow up and see who hasn't been contacted recently. However, there is no call log, and the Tasks feature is very cumbersome to use as a call log. Thanks, Rich
Zoho Mail linking to Zoho CRM
Anyone had any luck integrating Zoho e-mail sends/receives to contacts in ZohoCRM? I have to maintain records/copies of e-mails for order entry etc. "Why'd you ship blue, I wanted red", "per your e-mail dated 11/2/08 you ordered blue" etc etc. I've tried numerous CRM software programs (6 to be exact) and none match Zoho for flexibility and none offer decent linking of e-mails to contacts. Most depend/link to Outlook which is clunky on it's best day. I'm open to suggestions. I've already tried the
USe of
I think that I might have made an error in setting up Zoho CRM. We are a small startup that is approaching stores. I have the stores currently setup under Leads. The problem is that, throughout the CRM, it wants to display the contact name. The contact name does not mean anything to us, at certain stages. Only the store name means something. This creates problems in Activity Views and reports. Should I have set these up as Accounts?
Web to Lead Problems
We have multiple sites. With the new implemetation, we now have to have a different form created for each site. We have noticed that after setting up a form, and seeing that it captures the lead correctly....that later, it appears to go thru the motions and lands on the return URL....but the lead does not show up in the CRM. This is using a newly generated form, that we had at one time confirmed worked properly. So what is going on - anyone else notice this..
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