Search only displays one person
I am using the Outlook plug in and when I try and add an email to a contact and search for the last name of a person it only brings up one person e.g. a single result and I am not able to display more than once person to add the email to, which btw is not the person I am searching for but the person that is displayed does have the same last name. Is this a known issue? or am I missing something here?
Product sales reports
Hi everyone, I use Zoho CRM to track product sales. I have 15 different SKU's and want to run a report that tells me the totals of each SKU that has sold to date. Can someone assist? Thanks!
Web To Lead redirects to Zoho home page intermittently
I have a user who, when they complete the web 2 lead form, inexplicably gets redirected to the zohocrm home page, then if they click back, and resubmit, the redirection occurs properly. Any ideas?
Forecasting
Our financial year starts in July, so right now that means we're in Q3 2008, however the forcasting tool will not let me make a forecast for 2008 because it thinks it is in the past. The earliest date I can forecast for then is Q1 2009 ... i.e. July-Sep 2009. How then am I supposed to forecast Jan-Jun 2009?
Importing EXCEL file
Dear all, We just acquired a CRM platform and I have a database in an excel file. The table is simple, 10 columns (main fields) and 4000 rows. I need to know how to upload this data into CRM. Many Thanks!
expected revenue not updating
This used to work - until yesterday. When we change the pipeline stage the probability to stage percentage should recalculate the expected revenue - which it did, but now no longer ... what's going on?
Default Last Name field does not transfer to Accounts when converting
Hi. I must be missing something. When I convert a lead to an account the default field 'Last Name' does not show up on the account page.
Mass Emails
I could use some help on mass emails We have a trade show coming up and I wanted to send a template I set up inviting our database to come visit us at the trade show I created the template and began the process to email the database using ZOHO CRM What I was told by ZOHO CRM support did not work as they said it would Best case is that I que up the email and send it to all the database and because of the 250 email per day limit it would auto sends it out over a period of a few days. That was what
contact to lead
Hello how do I convert a contact into a lead. I imported my contacts from outlook into Zoho contacts and now want to move the ones that are real leads into the lead category so I can start a campaign aaronla
Lost Purchase Order Template
I tried to edit the purchase order template and when I went to save it with a new name I got this error message: [object HTMLScriptElement] and after I clicked OK it saved it. However the original template is gone and the one with the new name is now completely blank. How can I get the original template back?
3 minutes 51 seconds to sync 1 appointment into outlook
This is got to be the slowest outlook add-in I have even used or there is a technical issue here. This could be the deal killer for us moving from $alesforce. Can someone PLEASE contact me as we need to get this sorted ASAP. The whole sync process almost comes to a grinding halt, thanks.
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. I tried to use something that I have used in the past with javascript, but it doesn't work with the way the form is set up. We are getting some submissions that are not complete and we have to have this capability to ensure the forms are filled out correctly. Is there a way to do this? I don't want to have
importing accounts with contacts
I have a file that contains accounts and their contacts. How do I import this? When I use the import Accounts option, it doesn't import the respective contacts that belong to that account. When I import the contacts, it doesn't import the respective account that belongs to that contact. How do i do this?
Option to run workflow rule only once
We need certain alerts and tasks done after a Potential reached "Closed Won". The problem with having rules run when created or created/edited is that if someone edits a Potential after it has been changed to "Closed Won" it recreates the tasks and alerts again. We need to be able to choose to run this rule only once on the record, thanks. Sean.
6 hours to sync 2500 tasks
As a $alesforce user moving to zoho, I thought their outlook plugin was slow but I have just set up zoho plugin and it took 6 hours to sync 2500 tasks and then it is really slow to sync after the intial sync then the same with the calendar, i find it so slow it is almost unusable and a deterrant to commit to zoho. How do I speed up this as in its current state I cannot see any other option. Some help from soho support will be greatly appreciated, thanks.
Download all the task and all the contacts
I am trying the outlook plug-in and have a question about importing all the company contacts and not only the plug-in account owner. Is there anyway to download all the contacts even the one created by other users?? Thanks.
tax calculation in zoho CRM broken?
Hi Everyone, Quick question- Why is it when I create a new invoice, add a product with a unit price of 0, but a list price of $10.00, I'm able to calculate the correct tax percentage for my area (7%, $11.40)..... but when I add a product with a unit price greater than 0 and a list price that same $10.00, I'm unable to calculate the tax? (tax values stay at 0) anyone?
Mass emails - Change the "from email adress"
Dear friends, currently I am a free user of Zoho CRM. I would like to be a paid user because of the mass email function. But I have a few questions: 1. I login into CRM using the email GGG@gmail.com, but I would like to send out mass emails to my clients using YYY@gmail.com, without letting my clients know, that I also have the email GGG@gmail.com. 2. Is there any way to increase the attachment file storage to more than 10 MB? 3. The restriction to send out 250 emails per day is per user or per registered
Create Additional Modules
We are looking to move from $alesforce and we know that currently we cannot create new modules within ZOHO like we can with $alesforce but has anyone found a work around or maybe we could buy code to create new modules? Customizing current modules that we do not need just will not do it as we cannot control some fields and relationships like we need to. Many thanks in advance to anyone who can help Sean.
Import tasks from salesforce and assign to a user
We are trying to import tasks using Data Administration Tools and have them assigned to the correct user. The problem here is that according to your help it says we must make sure the task is assigned to a user with the correct Zoho CRM ID and we are doing this correctly on our import file but the tasks all get assigned to me and no one else, this rule does not seem to be working. The only issue I can think of here is that our Zoho CRM ID's are email addresses as they are unique and maybe your system
Security
Where is the SSL or other security certificate associated with the Zoho CRM product? If I am uploading thousands of contacts with info I want to make sure everything is safeguarded. Thanks!
How to add a maintanance support contract to a customer?
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Creating Two Prospects Tabs
We have two types of prospects: Private Client Prospects and Institutional Prospects. I'd like to create a tab for each and then customize each tab with specific information to the type of prospect. The out of the box information for the Prospects tab is a good starting point. Is there a way to basically copy the Prospects tab in the product and customize from there? Or can there be only one such tab?
Product Line Items
Can someone please elaborate on line item tag for products? I am trying to adjust the Product Details portion of the Quote so it displays differently. Where am I supposed to place that tag so that the multiple product items show up correctly?
Margins
How do you add to the margins so that the text isn't so close to the outside edges? How do we know where to insert the infamous "line item" tag in order to get multiple line items in edited templates?
Reports Emailed History
I schedule reports to be emailed on a regular basis. I do not see where the system records sending those emails out. It should appear in the account or contact history. The system should track all history with a account or contact included auto reports that are emailed. Please advise.
standard view in details view
If I select a lead, the activities, attachments etc. are showing beneath. My question is how can I change this view. I can't find the view with the corresponding TAB for example. Activities and here the default view is the default view for this TAB and not for view as a sub-tab. Hope I 'm explaining my problem correct? Please some answers
Logo not showing
Hi, I've tried to load our company logo but it shows as a "broken image". I've scaled the image down to 142x80 and it's only 13.3k (png). How come it's not working? Cheers Grant
Updates
I haven't seen any updates for a while, where are we on SSO? Still on track for the end of the year?
linking zoho crm with zoho business
Hello: I have had a zoho crm account for quite a while . I believe it is an excellent product. Is there a way to connect my Zoho Business account with my Zoho CRM account, so that i could just sign in all at one time? Thanks!
Related attributes need to show in related entities
Hi Zoho, hi everyone, I seem to be stuck at a juncture, can someone show me the way?! Here's what I am trying to do: There are customer entities and there are Invoice entities. When creating an invoice Zoho expects, on the invoice creation screen, for an existing (or newly created) customer to be selected and associated with the invoice being created. So far so fine. But what I want is, in addition to the customer name, I also want the customer's Mailing Address (entered while creating the customer)
Multiple Contacts for one business
Is there a way to link multiple contacts to one account per scenario below: I'm using ZOHO for a database for my clients. In my case, they are families and each family has at least 1 child that goes to camp. I want to be able to have one acct for the family and each child that attends has a separate file that is linked back to the family. Family--->Child 1 --->Child 2 This way i can go to the family from either child and if i want to make notes for the family it's linked to both children. Is this
Error sending email from template
I have made email templates with some html in it for Contacts and Leads. When I send a mail based on these templates I get an error: object HTMLScriptElement The sent mail is completely empty! Anyone? Paolo
Shared Data
I am trying to set it so that a standard user can see and access data entered for just one Module. I have gone in to "Shared Data Settings" and selected the module and created a "New Sharing Rule". Do I assume that: *Records Shared From: means the creater of the records ie someone with Admin power and that: *Records Shared To: means the person who is to share the files. If that is the case I think I've done that but without success. Any help appreciated. GRAHAM
Blank Email Merge Fields on Cases
I have setup an email template for the cases module to be used as an autoresponder for the web 2 case form. There are 2 fields that I would like to merge at the moment, and they are coming through as blank on the email: ${Cases.Reported By} - this is a standard field ${Cases.External Case Number} - this is a custom field where type = autonumber These fields do not seem to be merging properly for some reason. Any thoughts on how I can get this to work?? Jonathan
logo not showing
Hi I can't get my logo to show on the homepage. I'm registered as a company, I reduced the size to 140x82 and saved it as a png but it just shows as a "broken image". What's wrong? Cheers Grant
Importing Account Sales Numbers
I would like to import my sales numbers (from our accounting system) to my accounts every month i have already created the fields in the accounts module - did that on original import and it contains historical data currently how does one import specific data fields from a csv or xls file into zoho crm without duplicating existing data. i want it to import and overwrite certain fields only thanks & please advise
Task Assignment
How does one create a task for someone else? I currently have to change the task owner to the person I am assigning the task to. Is this normal and how everyone else is doing it? The only way they will know I assigned the task is look at who created it...is that the way you guys see it? Thanks
Serious Error Exporting Invoices - Zoho CRM
This error occurs intermittently with some Invoices in Zoho CRM when trying to export to PDF format. This is causing serious problems for a numb er of companies as they try to export their Invoices to PDF to send to their accountants for year end accounts. Please see this link for video of the problem. This is an extremely urgent issue http://screencast.com/t/XFMBwB13K
Contact Roles
I'd like to add "contact roles" to my contacts ... I've discovered how to change the "contact roles" drop-down options in the Opportunities/Potentials layout .. could someone please tell me how to add a "contact role" to my contacts? Thanks Tony
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