Custom Print Layout
Hi I created a new Module / CRM. Now I need a custom print out. How to do that?
Mailmerge
I cannot find a way to move past the first step in mailmerge. I have created a mailmerge template and have selected my merge fields and inserted them into my mailmerge template but the system will not let me "finish and Merge". I want to move to the next step of selecting the data and testing the merge. I have also set up the same template as an email template and cannot find a way to link that to merged data either? Any ideas? Thanks Marilyn Martin
Workflow Alert history
Hi, I have a workflow rule set-up to send an email, where do I find the history of the email being sent? Thanks, Damien Cregan Hire an Expert
Customisation of address fields
Hi Is there a way to customise address fields in the professional edition of zoho crm? Our locale is set to United Kingdom however it is still reading Province, State etc We would like it to read: Town, County etc Is there a way to change this in the field names? If not - is there a way to create a field that copies all of the relevant data into the new fields that I can customise?
Contact & activity owner error
Hi there, Myself (username: CRM Admin) and another user (Dave Alberts) accounts have somehow become linked and when Dave adds events they are showing as myself being the contact owner and similarly, accounts and contacts that he is the owner for are displaying as my name! Any idea how this has happened / how to stop it?
Can you see all the contacts or leads on one screen? Instead of the maximum 50?
Can you see all the contacts or leads on one screen? Instead of the maximum 50?
Create a Token which is connected to different Modules
Hi, I would like to create a module of tokens. My commercials give discount cards to our clients. I would need a new module where I can connect it directly to a contact or account to whom they gave the cards, so we have an overview who has them when they were given and when they expire. How can I possibly create the module. Thanks in advance. Mike
How to Create a report that shows the amount of leads inserted over a time period and how conversion ratio
How can I create a report that is going to track on a monthly & yearly basis the amount of leads that are entered and the amount that are converted by lead source and a custom field that I have created (Reason for contacting)? I'm finding that the leads converted do not show up in the today's leads report that you are able to customize to a certain time period. I am trying to find or create a report that I can have all the information together - the lead source, the reason for contacting, how many
Sorry you've reached the maximum amount of records
Hi, if I try to add a lead I get this message, however I only have about 171 contacts, 688 leads and 171 accounts something like that, I have the free edition which I thought allowed up to 10,000 records
BCC Dropbox options missing
I have a professional licensee for my firm. i am personally set up fine with BCC, but can no longer find any of the pages/screens related to it and nor can my new team members generate their BCC codes. There are no email settings for any of our users. I have followed the current help guide - which details the system I thought we had. Regenerate BCC Dropbox Email Address To regenerate BCC Dropbox email address Click Setup > Personal Settings > Email Settings > BCC Dropbox. In the BCC Dropbox page,
CRM
HI, I want the java code for connecting CRM software in Phone simulator or Emulator Regards, Sivaraman
Problems with mapping fields
Hi I have created custom fields in leads, potentials, accounts and contacts but they don't show up in the mapping field page. Many thanks Tim
How to change existing potential field in potentials layout
Hi Please advise how I can change the name "Potential Name" on the Potential Information Layout Editing Screen? I wish to change "Potential Name" to "Equipment Quoted" without loosing the information currently under this section.
Integration with Google Apps / Google Sheets Widget
Hi, I recently found out that when you integrate Zoho CRM with Google Apps you'll get a few new widgets you can add to Google Sites but I've been unable to find out my data about what's actually offered in those widgets? Ultimately, on Google Sheets we have a few pages dedicated to a few accounts. I'd like to be able to list all contacts associated with those accounts on those pages. Is this possible? Is there somewhere I can read about the functionality of those widgets? Thanks
Company name added in the lead doesn't appear in the account section
Hello there, does Zoho create a new account and a contact once the data are listed under the lead? Many thanks, R.
Tracking Oh-Hand Inventory
We stock inventory in multiple facilities. Is there a way to keep track of that inventory using "Products" in Zoho CRM by physical location? The same product may be stored in multiple locations. We would import the values daily by location instead of using the invoice/PO updates.
Selecting A Contact When Adding An Event In CRM
Has anyone else been having an issue with selecting a Contact of Account when creating an event in CRM. Started happening ever since I switched to my MAC ProBook. Screenshot of when it happens: http://www.screencast.com/t/W5GPB7MDJfE0
New Autoresponder Series and Existing Prospects
We had a drip marketing emails setup for existing prospects via autoresponder. Time has gone by and we want to start a new set of auto responder emails. Previously, the autoresponder time frame was set up based on the created time (when the prospects were created) in the CRM. Now that the prospects are existing and already in the system, how should we go about triggering the autoresponder to send out the emails. For example, we have 1800 prospects. We want to break them up (due to the email limits).
add total picklists results
Hi all, my question is is there a way that I can add the result of 3-4 fields and display this in another field. An example is I have 4 pick list fields, I want to add them together if the field is not empty. Is there a way to do this?
Problems with Potentials and Contacts
When transferring some of my notes get deleted... Anyone else have this problem?
Setting up Assignment Rules
I already set up the assignment rules. It doesn't work. I receive the leads from the web site and charge to the admin user but the CRM doesn't assign according to the rules. Is there any rule to activate it?
Lead visibility
Hi all, Day 1 for me with Zoho. I've created two accounts, the 'super admin' one and a 'standard' account. I created one lead (manually) logged in as the super admin account, however I cannot view this lead when logged in as the standard account. Can someone please tell me what I'm doing wrong? Thanks in advance, DS
Zoho CRM Not Linking Incoming Emails to Lead
Hi- Have enabled Mail Add-on, and POP3 Email Account. Successfully SENDS and RECEIVES Emails to/from the POP server, and if No Lead Present, successfully Creates one (via the BCC Dropbox). Subsequent emails which are sent by the Lead matching the Email DO NOT POPULATE as Received emails directly to the Lead. Is this functionality provided? -Kim
Templates e-mail : add 2 recipients
Hey, I would like to add 2 recipients in a series of mail. How can I do ? I can only one I think.. Thanks.
New added user not seeing our leads
Hello, We recently added a new user for Zoho. Today I noticed that she is not able to see the leads other than the ones she has created heself. We have plenty of leads being fed inot our CRM through a webform and those leads are viewable in my administrator account. I thought perhpas I could manage permissions under users and permissions, But I see the standard Profile has almost all the same boxes checked that should allow her to view, create, edit and delete leads. How do I make it so she can
changing name of deleted user
I was trying to change a user record of someone who has left the company to a new person, not realising that I should have created a new user and deactivated the old one. After I changed the name I noticed that I could not change the email address to then deleted the user, but now everything that was created by the old user has the wrong name on it. Is there a way to edit the name on a deleted user? I understand that they cannot be re-activated, but perhaps this is something that the zoho help desk
when i eport my account details from CRM their emails is missing? how can I get all the emails?
I tried to export my account Details from CRM but the emails are not exported with the file? how can I include all the emails too?
CRM Bug??
Hi - I have two issues going on in my CRM. 1st... somehow a user is being automatically created that is me....my name, my email and it causes alerts to come in each time that email address receives an email....which is often. 2nd and maybe related and maybe not. Today I added about 10 new leads. Uploaded from CRM card reader app. I have an email template that I updated and sent to the group. EXCEPT it came to me. Both the to and from fields are my email address. the changes I had made to the
Allowing Contacts to inherit Account address information
I'm wondering if I've just missed some functionality here, but I need contacts that are associated with an account to inherit the address information for the accounts they are associated with. I can't see any way to do this with the "Update Contacts" feature, but is there a workflow I could create and trigger for existing contacts and accounts? Appreciate any insight on solving this.
Account Number
I want to create an Account number convention as I add new "Accounts". Is there something that can be flagged to automate this process based on my initial entry? Why when I attempt to create one myself and populate the field as an A00001 which I want to increment I am getting an error that it is invalid. This should be my choice correct?
Managing SaaS clients accounts with lended products
Hello everyone, I new to zoho CRM and i´m trying to retire my spreeshets :D , hope someone can help me to clear out the best way possible do manage everything. Here´s my business model: We lend a tracking hardware which will send data from mobile assets (like truck fleet, machinery and etc) for our software which our client uses, so they can manage their logistics. We charge client as SaaS, with 2 years contract. So we have 2 types of inventories here: - Tracking hardware (bought from a manufacturer)
Automation doesnt work
Dear support, I set up an alert email to be sent when a task meets its due date. The automation seemed to work at first with a couple of test tasks but now it doesnt work with all the previous created tasks. The rule has already the criteria of "Execute workflow whenever the criteria is met" and " Executes the Workflow Rule when a new record is created OR an existing record is edited ." I already check and the rule seems to be active. There is no problem with the email template. Please help
Tag and search customers
Sorry that this is likely a very newbie question and not an advanced on at that. I am looking to be able to search for customers based on what product that own. Our business supplies networking products to enterprises and as such I need a way to be able to find customers based on what products they own, to communicate with them about new software releases and such. I use Xero for my quoting and invoicing currently also.
Products in Quote
Why is the way that products are selected in the Proposal Quote module so difficult to use. In other modules, you are presented with a list of products and you can just tick the ones you want to include. In the Proposal Quote section you have to start typing the name of the product and then add it. It is such a hassle. It would be nice if this could be changed or customized.
How to make report of PriceBook module in Zoho CRM
I am working on a project for which I have to make report for the customized PriceBook module. But when I go to select the module for report, pricebook is not being shows. Can someone please help me. Thanks in advance.
Why isn't the option of adding a Lookup field type displayed?
I am using the Standard version and wish to add a custom field of the type Lookup, but that and the type Formula are not even displayed to choose from. Can you explain why? I do not see anywhere in your literature that I would not be permitted to use them. Thanks, Dave
CRM & SupportDesk
Hi. I want to start both CRM and SupportDesk at the same time. I've tried to use the following script in my rc.local file: " #!/bin/bash start (){ cd /opt/AdventNet/ME/ServiceDesk/bin /opt/AdventNet/ME/ServiceDesk/bin/run.sh & } stop (){ cd /opt/AdventNet/ME/ServiceDesk/bin /opt/AdventNet/ME/ServiceDesk/bin/shutdown.sh -S } case $1 in "start") start exit 1 ;; "stop") stop2 exit 1 ;; "restart") stop start exit 1 ;; *) echo "Incorrect Syntax" echo "Please use "start" "stop" or "restart"" exit 1 ;;
Adding VAT to each string in Quote and show summary
Hello, in the quotes, invoices etc I can add VAT in 2 ways 1) in each string ${Product.Tax} 2) in summary ${Quotes.Tax} How to show in the summary ${Quotes.Tax}=${Product.Tax}+${Product.Tax}+${Product.Tax}+etc VAT of the summ of each string with correct calculation?
CRM module very slow or not responding since yesterday
Hello, I am using the crm module for few years already. since yesterday it is very slow and occasionally not responding Zoho User ID : 30772079 thanks
Shortcut to a favorite report
Hi All - I would like to create a shortcut to a report that we run very frequently on prospects. It would be extremely helpful to have a shortcut to this report from the contact's or accounts module page while in the prospect. I know there are no shortcuts to reports right now but is there a work around anyone could thing of. With the new custom button functionality, i am wondering if its possible to create a button that takes info from the account I'm in and run a specific report. Would love
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