Adding product count number on Quote templates (via Customization > Templates)
I want to add a number (via template customization) in front of each product I list on a Quote (like a numbered list). They should be in ascending order like so: product 1 description of product 1 ... price of product 1 ... product 2 description of product 2 ... price of product 2 ... Is there any way I could achieve that? Thanks for the help. Kind regards, AK
New Team Members Unable to view Shared Account Data
Hello Please assist: I recently created two new user profiles for my Zoho CRM team account, however both accounts appear unable to access shared team data for Leads, Accounts, Contacts, Potentials and Campaigns... All fields appear blank, while new user profiles had previously been able to view data and activities shared across the whole team. Please advise if there is a fix for this issue as a matter of urgency. Kind regards,
You have some flaws in your programing
I have been playing around with the new template design function online and have noticed a few flaws. I created a table with 6 columns and the top row has the names of the columns. I added spaces to help size the widths of the columns. I noticed if I email the template from my computer the columns widths do not save. HOWEVER If I email the template from within my iPad app the columns widths are saved how I set them. Another thing I noticed is I can not save a table width by set pixels. It reverts
bug on invoice and quotes
For the last couple of days invoices and quotes does not appear to always be updating amounts correctly so that the totals are incorrect. We sometimes need to close and open the form several times before it sorts it self out. IDEAS
Email accounts?
On the control panel online when I click on Accounts to see the list how do I send emails to them? I see no link to send emails. I do however see a link on my iPad but would prefer to send the email from the website control panel.
Best Practices: Optimal File Storage Method?
Would like to hear from Zoho CRM users.... Does anyone have a really good method or uses an add-on to manage files for Accounts. The issue i'm finding is that is cumbersome to upload and download files. We get a lot of attachments through emails and we would like to drag and drop the attachments into the account or accounts folder straight from Outlook. Currently the process is that we have to download the file then upload it to zoho. Does the Gmail or DropBox integration solve what i'm looking
How to auto populate field Pick List menu
Hello, I imported records into existing field types and the "Lead Source" field is a Pick List field type. There are about 20 different phrases, ie, lead sources in that field in the database I imported. Is there a way to have Zoho auto populate the menu list with the unique values of the 20 lead sources. I don't want to have to type all of them into the list. See attached picture. Thank you.
Intermittent Bug - CRM Emails Not Merging Fields
For the past 72 hours we've had the odd email (using Email Templates) sent out of Zoho CRM being delivered with all merge fields blank. The issue appears to be highly intermittent and we can't seem to determine any pattern. Appears to occur regardless of the template being used and all templates have been in long term use in our organization. (These are not newly created) Anything reported on your side Zoho? Anyone else? Embarrassing for our clients to receive templated emails that are missing the
Why is every activity HIGH priority?
Hi there. It seems that Zoho CRM is set to default every activity as HIGH priority. Can we change this to default to NORMAL? If every activity is 'high' priority, then really no activity is 'high' priority (if you know what I mean?). And having to manually switch each and every new task to 'normal priority' is a hassle and unnecessary. thank you!
need help with a Quote form.
I want to create a quote form where I can list about 10 items. I want to have item number, order qty, Pkg Qty, Total Qty, Description, Package Price, Price Per Unit, Total Price. Then I need a Subtotal, Tax, Freight area with a grand total. And of course I need an area with sold to, bill to, date. Is this possible? What I use now is an excel spreadsheet which has all this. Thanks
Client with multiple branches
Dears, I have a client with 120 branches and I need to create events and tasks for each one of them. Is there a way to create these branches as sub-accounts for the main account? Thank you, Anthony
How to create a summarized field
Hello all In the accounts form, I would like to add a summarized field to compute the total of the Deals, but I don't know how to do it. Thsnka in advance
How to change the order of Notes in Contacts to make the most recent appear first rather than last
All Notes are in visible in Oldest to Recent order oldest at the top. With tons of note history from legacy systems, scrolling to bottom for each contact is hugely inefficient. Thanks, Russ K
How to place/Add iframe in Lead,Contact and Account view
How to place/Add iframe in Lead,Contact and Account view? we are integrating Zoho with our one of the predict application. Is this possible in ZOHO? Please share your view/suggestions on the same.
Lead Source in Leads different then the one in opportunites.
Hi, We have a Lead Source pick list in Leads and one in opportunities but they aren't the same but seem to be mapped??? If they are mapped after they were created separately would this be the problem? The reason we want them the same is some of our leads we pass onto distributors so they will never be converted and an opportunity created under that company but we still want to be able to track the conversion of these. Thanks J
Indication that an order has been printed?
Hello, We are using Zoho CRM for order entry. Current process: - enter sales order data - save - open print preview window - print - close print preview window - reopen sales order - edit sales order - check box for "printed" - save sales order Would there be a way to automatically flag the order as "printed", instead of reopening and editing the sales order? Thank you, Micahel
??Duplicated Contacts??
Hi 2nd Post, Creating a view list from Contacts for a mass email. When i create the view list i find have several duplicated contacts. Further investigation after doing a deduplicate i find that the contacts aren't actually duplicated, but rather that the list created has generated the same contact for each product that is listed on the Contact page. So for example a contact with the name Tom Jones who has four products would be listed four separate times on the view. Looking for a solution to eliminate
blueprint -- field empty is not the same that value 'none' selected
Hello, I need some help with Zoho Blueprint ussage. I've created a workflow and, in a determined point (2), it's possible to go back to a previous point (1). One of the conditions to access to point (1) is that determined field has to be empty (the field is pick list type). So, first time I access to (1), condition is reached. After that, value in the mentioned field changes. Once I arrive to point (2), I've configured as 'after' condition, to update mentioned field. But in this case I can't select
Price Book Add-on Options
I want to be able to add models and options that are directly associated with a master product. The price model has to be able to handle item in following way: Great Big Box Widget Master Product Model 10 - $100 Model 30 - $150 Model 50 - $200 Custom Color Add-on: $10 Heavy Duty Add-on: $30 Product Ordered: Great Big Box Widget - Model 30, Custom Color, Heavy Duty Price = $150 + $10 + $30 is $190 Is this possible? I see no capability in Price Books or Products Section to handle
cannot see email history with the next arrow button
i am using chrome, and I have problem seeing the emails history (the latest 10 emails are ok, just the right arrow button not working) under the account or potential tabs. I tried to re-install chrome again without any succes please help
Save/Update Zoho lead using rails application
Hello, I have developed a ROR application and connected it with Zoho to save the Leads. I have created several fields in Zoho whose screenshot is as follows: http://imageshack.com/i/poRMyXtPp http://imageshack.com/i/pmPrICPDp I am creating and updation the records using Zoho API in my application and I am able to save the data like name , email etc. But while saving the fields present in my second screenshot such as Monthly Electric Bill, Vehicle Fuel, Gas, Monthly Vehicle Fuel Bill etc, I am getting
Setting an opportunity "on hold"
Hi there, is it possibly to set an opportunity "on hold" for an amount of time? In my current case we have an opportunity where we need to get back to the client not mid of next month - but it pops up in every sales meeting as it wasn't decided on until now (and will not before mid of next month). The only solution we came up with so far, was to delete and recreate it next month.
Price Change to many products
Hello, One of my main vendors for whom I have over 300 products entered into the system, just had a price increase. The provided a new price list, since the price increase varied from product to product. How do I go about replacing the old prices for all 300 products with the new prices? Sandor
Introducing a host of new features to help you sell Smarter, Better, Faster.
We're announcing a host of new features that will help make selling Smarter, Better, Faster. 1. Blueprint - The smartest and easiest way to Build. Sell. Repeat Blueprint in Zoho CRM lets you build and execute custom sales processes from within your CRM. Ensure compliance from the entire team, without constant monitoring and make your process both systematic and repeatable. Available for Enterprise edition and above , starting today. For help: https://www.zoho.com/crm/help/blueprint / 2. Zia
CRM Task reminder in IOS 10
I Cannot schedule my tasks in my iphone 7, the reminder button is off
workflows
Does anyone know how to add more workflows than 6 or how to get around that limited number??
Using Macros for internal tasks
Is it possible to use macros for company-internal communications? The use case is: When a client makes a purchase for the first time, we need to set them up on our internal accounting system, and I would like to create a macro that sends the information we have in the CRM to a person in our accounting department who is not a CRM user. I have set up an e-mail merge template, but it seems that the only option with macros is to send an e-mail to the contact on the record I'm using to run the macro.
Email Templates and Unrelated Modules?
Hello, I am considering signing up for CRM Plus, and am in the trial period now. I would like to know if or how I can merge fields from the leads module to and email generated in the contacts module. This is all related to my work flow, which would require me to email Lead information to specific contacts. For example: I put in a lead as a property for sale. Then I send a template email from the contacts module with the lead's address, price, etc to the list of selected contacts. or: I put in a
Issue while accessing Zoho fields
Hello, I have developed a ROR application and connected it with Zoho to save the Leads. I have created several fields in Zoho whose screenshot is as follows: http://imageshack.com/i/poRMyXtPp http://imageshack.com/i/pmPrICPDp I am creating and updation the records using Zoho API in my application and I am able to save the data like name , email etc. But while saving the fields present in my second screenshot such as Monthly Electric Bill, Vehicle Fuel, Gas, Monthly Vehicle Fuel Bill etc, I am getting
Search Layout
Is there a way to change/customize the appearance of the search result screen? I would prefer to have the "contact" section first followed by the account.
AutoNumber issue
We send out mail and use the current CRM's contact ID (or as we call it an account number) and we ask them when calling in to let us know that number so we can look the up quicker. I was told that in Zoho, in order to keep an autonumbering capabilities while adding new leads, I would have to create a custom field. The LeadsID is not searchable in Zoho. I was testing importing leads and the autonumber custom field I created is not shown as choice when mapping my imported data. So am I doing something
same contact with links to two accounts
How can we enable two accounts to share a single contact? We want to keep the same email address/phone etc. currently, we don't allow duplicate email address's How have you see/handled this in the past? thanks
Rules & Actions - Enterprise Edition
We are using the Enterprise Edition of Zoho. We need to perform a custom set of action for a particular contact baed on the account they are associated with. We started down the path of using Rules but have found the limitation of the Enterprise edition supports only 20 rules. So based on our understanding of how Zoho works this would limit us to 20 accounts ( 20 custom rules ). Even if we upgrade, the next limitation is 50 which is still to limiting for us. Are you using rules incorrectly
Getting started with Carts - where do I begin?
We have. fully custom CMS, and at the moment we are posting to an external third party cart. We have looked at Shopify and others, but they don't give the customisation we want. So we are looking at keeping the whole system in-house. I am looking at using Stripe for payment, but they tell me I need a system like Zoho to manage the cart or the stock controls? How do we go about that? Looking for advice on where to start. We are using PHP.
Delete All Future Events button deletes only current event
I have created Event which repeats daily and never ends (!). Then I have tried to delete this and all future events. But only current event was deleting after pressing Delete All Future Events button. Please fix this issue with deleting all future events because it is messed up our system. Thank in advance.
Timeline and Upcoming Actions
Hi there How come the Timeline in an Account doesn't include any Open Activities? Even when it says "Upcoming Actions". Shouldn't Open Activities appear in Upcoming Actions? Thanks!
Why only 6 workflow rules?
why is it that I can only schedule 6 workflows based upon certain rules. Why can't I do much more? Is there a workaround?
Grant user access to different clients
Hi, I'm using Zoho CRM Enterprise Edition, I was wondering if it is possible to grant different users to different clients, so that not all the clients are viewable by all the users? Thank you
Descriptions
We have changed some of descriptions on our products but when we do the quote then print to PDF the old description is there even though when we check the product itself its what we changed it too. Beside the actual product do we need to change this elsewhere?
How do I edit/modify Stage History for a Potential?
Hi, There is an error in the Stage History for one of my Potentials and it is causing errors in my Reports and Dashboards. How do I edit Stage History to remove this error? Thanks! Jim
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