How to split revenue of a potential to two or more fiscal years
We are selling long-term professional services to our clients. That is why we need to split revenue of a potential to two or more fiscal years. e.g. A potential has $5,000 revenue in total. This revenue should be recorded as below: $3,000 => FY2016 $2,000 => FY2017 We want to see only $3,000 in the pipeline for this year.
Exporting custom made reports in CRM is failing
Dear Zoho, I've made a few custom reports. I would like to wish to export this data to Excel, but when doing so I get an error notification (in Dutch): "Helaas! U kunt dit rapport niet exporteren, omdat u geen toestemming heeft voor exporteren van een of meer modules die deel uitmaken van dit rapport. Om het rapport te exporteren, gelieve uitvoerrechten op te geven voor deze modules in instellingen voor Profielen." Translated it means: "Too bad! You can't export this report, because you don't have
Close trial CRM accounts, but retain email addresses
Hi, I have created an organisational CRM and want 2 of my users to join, but they are already listed as admins of their own trial CRM accounts. I understand that ZOHO uses a single sign on, but as these are established email addresses, I do not want to delete or change them. According to your documentation (https://www.zoho.com/crm/help/security/close-crm-account.html), an admin can delete their CRM account. As the option is not available, as per instructions, I assume this is no longer available.
CRM Calendar & Google App (calendar)
Hi, Prior to using CRM Calendar, we were using a shared Google Calendar. Our sales team wants CRM Calendar to update their iCal or Google Calendar--depending upon what device they are using. I have everyone's CRM Calendar (where we store our events) syncing to our shared Google Calendar. The 1-way syncing doesn't seem to be working properly. Any suggestions how I can get all users (owners of the events) to update and be visible to all on the Google Cal App? We are not seeing each others' events
Lost my product details
Since yesterday I have lost the product details from my inventory templates. At first I suspected it had to do with me editing my quates template, but the details are also missing from the sa;es order and invoice templates. To make this clear: In the template editor all is still present, but when I try to print preview or to pdf, the details do not show up. Jan
Accessing records from mobile app?
I can see new records on my laptop, but the same records are not available on the mobile app. Do I need to refresh the mobile app or other update?
email within CRM or zoho mail?
I have been going back and forth with which app to use for email. Curious of other's preferences and why they like their respective application. When I signed on with Zoho, the collaboration features were of great interest to me. However, after digging into it, I realized that they are worthless for me since my primary email address isn't hosted by zoho (and can't be moved) and therefore the functionality will not work. With that being said, other than the lag in receiving email, I do like the
Copying Picklist
Hi, Im trying to copy the picklist from one custom field to another in a different module, i cant see a way of bulk selecting the entire list. is this possible?
Is it possible in Zoho to link a contact to multiple accounts?
I need to link one contact to multiple accounts and see all activities with this contact in all accounts. Any idea if Zoho is able to handle this? What can I do?
Does anyone else find the 'expected amount' in Potentials ridiculous?
So, I don't about you, but you either win a deal, or you don't win a deal. Right?! If the size of the deal is larger or smaller than expected when you close it, that's fine, that's normal. But when I create an 'amount' that the potential is worth and then enter the probability stage, of let's say 'Value Proposition' (40%), Zoho decides that the deal is then worth 40% of the amount?! WTF? This is the dumbest thing ever, and so annoying?! I've worked in IT and software sales environments for
Is anyone using SMS on Zoho CRM?
Hi everyone, I was wondering if anyone is using SMS on Zoho CRM? Thanks, Best, Nupur Communication is the solvent of all problems- Peter Shepherd. Blog
How can I set an email for delay of delivery? (similar option on outlook)
How can I set an email for delay of delivery? (similar option on outlook) Better yet. Can I set or schedule an email to be resent?
Bulk mail / Mass mail - Cannot send from address other than main user email address
Hi I want to be able to send out a mass mailing using a template from one of my secondary email addresses that I have set up as a POP3 account within Zoho CRM. Having struggled to get the email to send from the secondary address that is set up in Setup / Email Settings / Zoho Mail Add On / Send Email As (it kept being sent in the name of my main/log in email address) I have just been told by Zoho support over the phone that the only way to do this is to change the main/log in (i.e. Admin/user) email
how to modfiy quote template
Hi, I need to add additional columns into the quote template so it would display QTY, Description, Set Up, Set up total, Monthly rental, monthly total Is there a way to do this?
Zoho formula fields as currency
I wrote to support a few weeks ago about a change that happened to our Zoho CRM system and I hope the community can help me change the current behaviour. As Zoho cares don't seem to reply to support requests. We have some formula fields in one of our custom modules. In the custom module named “properties” (CustomModule1) There are two called the “share price” and the “total sales value”. Before these used to display as a correctly formatted currency field – so we used to see 46,000.00 – we now
can 2 agents share the same account, contact or lead?
can 2 agents share the same account, contact or lead? I'm looking to share 1 list of lead between 2 sales people. Is it possible?
Create a formula that returns a month.
Hi I want to add a formula field to my opportunities that converts the closing date to a month. E.g. The closing date is 21/04/2016, so the formula will return 'April'. What syntax do I need to use for this?
Account Assignment
How to assign an Account, Contact & Potential to a Team?
Customize the Quote Layout
There is no way to add columns to the product line items in the quote template. You have only 5 and they are not adjustable for width either. Right now my quotes show list prices and the total at the bottom is the total DISCOUNTED price so the math does not even add up. I am embarrassed to even write quotes with ZOHO now.
Tasks - Save and Create related record
Hi I'm kind of new in the Zoho CRM universe but not in the CRM one. I would like to know how to keep, for example, the related lead on a new task. On an existing task, associated with a lead, I "complete" it and click on "Save and Create". Thw new task ask me for the associated record. How could I pass it from the previous task? Thanks Danny
Potentials Counted Multiple Times in custom Potential Reports
Hi, There seems to be a strange bug wherein when I run a custom report for Potentials it multiplies the amount of the Potential by the number of Stages I've tracked the Potential through. For example, if I have a Potential that closed at $10,000 and I tracked it through seven Stages, it will tell me the total for that amount is $70,000. My settings for this report are as follows: Report Type: Summary Columns: Potential Name, Amount, Quarter (custom field) Grouping: Quarter>Ascending, Potential Name>Ascending
cfhttp tag breaks with encoding
I am using the cfhttp tag for a form post to zoho support. The url to send back to is encoded like this: "http://www........" and so on. This #x3a; (pound sign) breaks the cfhttp tag even when I escape the # as ##x3a; I have tried everything I can think of to submit the cfhttp tag. Without encoding, with it, escaping it. It just won't work. Has anyone else run into this?
Importing Accounts - to update a field
Hello, I have about 500 accounts that need to be updated. The accounts are already in CRM, and I do not want to change anything other then just one field or make a duplicate. I just need the date of a field to be updated. The field that I want to update is united only the dates are different depending on the account. Do you suggest any way how to massively import this update to the field without having to rewrite all the accounts, or me having to update each field in each account separately? Thank
CRM campaign - automating the 'add existing contacts' query
Every time we go to launch a campaign, we have to create and run and select contacts from a query. Seems that we should be able to: 1. create and save a contact query for each campaign, and 2. have it run automatically on some schedule, or launch it manually as needed. 3. have the option to completely replace the contacts that exist in the campaign. Is anyone facing the same challenges with CRM campaigns?
why most of my entries are not shown in the calendar?
Hi, I have created several tasks and events. I see them in the activities, but they are not shown in the calendar. Only one "call" is shown... Why is that? Also my co-worker added tasks, but I don't see them in my calendar. He got the same problems as I have with not shown in the calendar. Thanks for your help. Paul
Nesting Members
I would like to have a Parent Account and multiple Member Accounts (Ex: Hospital - Parent, Units/Departments - Members), and set up Zoho CRM in a way to show a nesting of Members in the Accounts listing under the Parent Account rather than listed as separate accounts. Also, what would be the best way to have the aggregate potential $'s listed from Member Accounts as a total under the Parent Account without duplicating the total dollar amount. Any help will be appreciated. Thanks, John
Forever 10 USERS? CRM or create 10 Emails & How Please?
Can you please inform me more details about Ads: CRM Forever 10 Users Free?? Those this mean we can create 10 Email accounts for our departments or workers ? Superachievers@zoho.com Much Appreciative
Mail Merge: concatenate fields with commas but do not want the commas to appear when no values
For a mail merge template I want to concatenate the fields with commas but do not want the commas to appear when no values? example "A, B, C and D" when B and C no values should read as "A and D". How is this achieved? Someone had asked it previously but I did not see an answer.
TITLE field is suddenly blank for both Leads and Contacts
Hi for the past few days we cannot Edit/Add Title Field to new or existing Leads and Contacts. We first noticed with a new lead that one of our team members forgot to chose a Title for, and when trying to edit it, the Field options were blank instead of the usual list. Also at the Lead/Contact page, when you hover your mouse over each field you usually get and "edit" text next to each field and are able to edit each field individually... BUT for the title/name field there is no more "edit" text shown
View "My Contacts" not using built-in view
How can I create a view in Contacts that shows just my contacts (not those of sub-users). 1) I do not want to use the built-in "My Contacts" view, because I want further customize it. 2) I do not want to specify my own contact name in the "Contact Owner" field, because I want all my sub-users to utilized this veiw. When THEY select this view, I want THEIR contact to be displayed (not mine). thanjs.
Opportunity Date Format
How can I change the date format for Closing Date when creating an Opportunity to be format dd/mm/yyyy as opposed to mm/dd/yyyy
Notes Will Not Save
When entering notes within Leads or Contacts, the information will disappear, and not save. (See Image Below) A blank box appears when I click the save button. I've tried multiple browsers, clearing my cache, deleting my cookies, logging out and back in, and attempting under different users. This is frustrating. I have to double the amount of work I do since the notes will not save. Please advise.
Notes Will Not Save
I've tried multiple times to save notes within Leads and Contacts. After filling out the not and clicking Save the section goes blank (See the image below). I've tried this in multiple browsers; I have the same issue. I've deleted my cookies, logged out and back in, and tried under different users. This is frustrating, I have to double my work since the notes are not saving. Please advise.
Manually enter email into lead
I have the free version of Zoho CRM. There doesn't seem to be a way to manually log an email that was received. I'm not looking for integration of any kind (since that would require an upgrade), but while I can log a call or a task I can't seem to be able o log an email. Is this the way it is supposed to function? Seems like an oversight.
Changing a "Potential" field type in layouts without losing data?
Hello, I'm an going through my companies CRM and updating the layout of our potentials tab. In the past we used check boxes for certain fields. We are now looking to change these fields to pick lists as check boxes can not be made "required." Is there any way to do this without losing the data previously stored? Thanks in advance! Dhyan Gandhi
Export to PDf options - quote
Hi, there is an option when exporting the quote to select either save, or open with - i have a user who has selected the save function and opted for the 'do this for all future' check box and now want to switch back - i cant seem to find where this is set. can anyone point me in the right direction?
How to Add a Product Category ?
Actually, by default, when i select NEW PRODUCT, in the dropdown combo box "Product Category" i have trhee only elements: Software, Hardware, CRM Applications. How/Where can I delete them and Add my own personal Product Categories ? Thanks a lot in advance for your reply.
Importing tasks
Can I import a list of tasks or calls or emails or Direct mail into ZOHO that were completed outside the system?
Importing Notes Issues
a) Import by Parententity Id of Notes either doesn't work properly. With a Zoho ID like zcrm_1891782000000144069 it just fails with no useful feedback. So I must do separate file imports for account notes, contact notes, opportunity notes and lead notes. These need to match by name and some people have the same name. b) I've specified the original user email that created the note but they all show as being created / modified by me.
Import Notes from CRM conversion process
I am trying to convert from ACT! to ZoHo, and have the data exported from ACT! into csv files - Contacts, Notes, History, etc. I have imported Contacts successfully into ZoHo, then exported them from ZoHo to get the ID. That ZoHoID then was "merged" with the Notes csv file and I then tried to import the Notes into ZoHo. No errors were reported on the import, but nothing is getting imported. How can I diagnose what is wrong? Richard Brust http://www.rbrdatasolutions.com
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