exchange rates issue
Hi, I have such situation: in our company we have home currency USD, but meanwhile we are also operating in MYR, so i already implement multicurrency option, but the problem i have is that we dealing with some of our clients using fixed prices in MYR that can not be changed, this prices based on exchnge rate between home currency and additional currency, but in the same time we operating in MYR with our other client but using current exchange rate in this particular day, that is why i'm facing with
How to create a case?
I upgraded my free trial and now I'm missing the 'Case' module. Is that something extra you have to upgrade to or do I just need to add it to my CRM?
Birthday Reminder Notification
In Zoho CRM can I set a Birthday Reminder notification for all my contacts every year?
How Do I Add "Today's Events" Category to an Activity View
Hi, Currently I find "Today + Overdue Tasks" with columns for Customers, Open Potentials, Leads/Contacts and Others (see attached) convenient. This gives me a list of things that are happening and need attention. I would like to add an Events category. How do I do this? (I don't really know what the "Other Category" is for so I could replace that). I have tried editing the view but it seems to only affect what's in each column. Thank you in advance. Paul
Users can not see info in various modules
I have one user who can not see anything in the Accounts module unless he is set as admin, though based on the settings for both his profile and his role, he should be able to. I have a second user who has the same problem only it is with the Leads module.
Having to manually press the 'Calc Tax' button in Quotations is crazy
We have just started using the Quotes module but are finding it a painful process. Is it just us or does anyone else find it very strange to have to remember to manually press the 'calc tax' button for every single product that we add to a quote? And then even worse at the very end, we also have to remember to manually press the same 'calc tax' button in order to calc and display the final tax amount to add to the sub total for that quote? I have a never seen any system that can't perform an automatic
How can I prevent users seeing activities about other users from a different territory?
Hi, We have a territory called 'Circle Crimson & Co' and another called 'Australia' - the users in these territories have the same role (in this case, core consultants), but I do not want them to be able to see what the other territory is doing. Currently Circle Crimson & Co users can see Australia user's contacts, companies and activities. Please let me know which permissions I need to change to stop this happening. Thanks, Nicole
Web Site URL check Problem
Your new URL check feature doesn't work properly. For example this url "www.ci.bonney-lake.wa.us/" is correct but ZohoCRM gives an alert as "Please enter a valid Website" and then it doesn't save the URL. Please could you fix it ASAP because we don't enter account web site URLs and we have lots of URLs like that. Thank you in advance your quick response. Regards, Murat Y.
You email delivery via Zoho CRM does not synchronize with my zohomail
Hello everyone Before when I sent an email from Zoho CRM (a template of emails to potential customers individually) would have my email folder and the sent the message that was sent looked, it was like synchronized. But now this no longer works, send an email with Zoho CRM and no longer see in my sent folder. I hope you can help me indentificar the problem. Thank you
Mandatory Check Script
Hello. I'm having an issue where it appears the mandatory check script for my forms is not working. The lead submission successfully fires all of the right actions - auto response email, auto entry into CRM, etc. On the web page it's self, when the form is filled out, submission is being allowed even when required fields are not filled out. Can someone assist? The form is located at http://www.quickhomefinancing.com/forms/purchase. As an FYI incase it makes a difference, the Zoho Sales IQ script
Zoho CRM recommendation
Hi. We ware looking for a type of Zoho CRM with the following features: Ticketing system Live Chat Which version is mostly recommended and how much? Thanks
Importing an excel database
I tried to import an excel database to Zoho CRM but the system mixed up the different criteria. I am not sure what the problem is since the excel spreadsheet has one column per criteria and the CRM system combined first name, last name and organization all in one.
lead-contact
How do you move a lead to a contact
Free download
How may I download the free version of CRM?
Selection Criteria on Field on Custom Related List
I have a related list from a custom module. Currently I have chosen the fields and it displays correctly. However my question is> Is it possible to show only the rows in the list that meet a certain criteria? Eg if my columns are Name, Sex, Hair Colour Only show those whose Sex is Male? Any ideas would be great. Thanks
Additional Tabs based on Lead Status
Is it possible to create additional tabs based on Lead Status? Also, when a new lead arrives, is it possible to auto refresh the current tab?
Combining different versions of Zoho CRM in the same company
Hi, I am wondering if it is possible for different users to subscribe to different versions of Zoho while still working in the same company? For example, our digital marketing person would like Zoho CRM plus, while our sales employee might only need Zoho enterprise. Best regards Latif
template
We would like to create a newsletter format that is template based, where can I fine this template
Counting items (products) in Zoho?
Hi, hope someone out there can help with the following issue.... Our company is using the free version of Zoho. We receive many inquiries regarding our products and services, which we enter in the CRM as leads. Because our products/services can be divided along two lines - finished items and options for cooperation - we assign each lead one of two campaigns, A for people who are interested in the items we sell and B for those who want to work with us. The issue we are having is the fact that we would
Lock Users to IP - Ip Locking
Hi, I have heard that users can be locked to our office IP. could you confirm this is possible for a CRM user and guide me with steps. Thanks
adding contact
hi i have to add more than two contact in single account how to proceed
Support and new CRM integration
We currently use Zoho Support and looking to purchase CRM and wanted to know if:- - Can all the Account and Contact detail in Support be transferred to CRM? - Can we then continue to use Support and start to use CRM as the main storage for Account and Contact data? - Can Support Ticket data be viewed by my colleagues in CRM even if they are not registered Zoho Support users? Hop you can help this integration to CRM,
Weight Calcs
I created a unit weight field on the products area. I would like to auto-calculate the weight on a quote so I can estimate the Freight (grand total for the order). So a calculated field of unit weight x order qty summed up for all the lines. How do I do this?
Whan you modify an activity from a Potential
Hi guys, this is the issue that I encuntered. From inside a Potential I create a new activity uusing Log a call . Then I choose an outbound Call type, Completed call in details, I put the description and I saved . Then from the Potential details I edit ed the call. First issue is that marked as an inbound call even if I selected outbound when I created it. Now, once I save my modifications the activity disappear from inside the Potential . I can only see this activity in the general activities list
Terms flowing from Acct to Quote/Order/Invc
I created custom form for terms in Acct. I would like to add this to Quote template and flow on accordingly. How do I do this?
Re: Danish
I saw on your site that it should be possible to view Zoho in Danish, but I can't find danish in settings and Language?
Unable to connect to messaging server.Connecting ...Try Now
My ZOHO comes up with the following error Unable to connect to messaging server. Connecting ... Try Now Please help! Thank you! See attachments.
Adding existing emails to contacts on CRM
I am still in the 15 day free trial and adding contacts to the CRM. Is there a way to add existing emails from Outlook onto the CRM and attach to the contact? Also, can we move a 'Lead' to 'Contact' without having to enter the details again? Thanks
Cannot delete Roles due to "Role Name Lookup" not working
I created a few roles (for only 2 users) that now I want to delete. However the "role name lookup" box does not give me any options to assign the role/users to. I also want to reassign a user to a lower role I created, but am not given any option to do so. Again the "role name lookup" does not work even though I have created several roles. Thanks!
Change what Contact info displays on the Accounts page
When clicking on Accounts , by default the Contact fields displayed are: Contact Name Email Phone Mobile Fax If I want to change these, how do I do it?
CRM Emails not loading
My team is unable to send emails through the CRM. This is happening on all leads! Imported or entered individually doesn't matter.
How do I recover a lead that I deleted in error
I have lost a lead. On CRM a lead has disappeared so I presume, deleted in error. Is there anyway I can recover it please?
Sending mail
Good morning, there is a user sending mails from the CRM but the copy of the mail is not saved in the mail. Other users may see on your Mail all emails sent via SOHO.
What is the option to convert?
What is the option to convert?
web form embed options
I don't see any other options for form embed codes for Wordpress. I loaded the displayed code and it does not work. Any help would be appreciated. I upgraded to the Professional version because it said not all were available in the free version but I still don't see any other options.
Changing superuser role to new user
I am currently the superuser on our organisation's account but am leaving the company. I need to hand over superuser rights to another employee before I leave. Can you please advise on how I can switch the superuser to the other staff member please?
Multiselect picklist reporting - confused.
Hi, We have a bit of an issue. We have a field which contains multiple values which are potential products. These are stored in a multiselect pick list, for example. > Product A > Product B > Product C > Product D These products are very specific and sometimes a customer is interested in A and B and not C and D. That said we need to run reports which filter the multiselect pick list, for example, we need to run a report that contains First Name, Last name and whether they were interested in Product
how do i set up to import custom fields from another CRM?
I need to create some fields which I use in another CRM which are not automatic in zoho. I'm sure that it is easy and self-apparent to everyone except me, but ... any help? Conrad
Reports module bug
I've generated a couple reports associated with the potentials module this week and its generating duplicate records in the report. The potentials have the same ID. Also there is records missing that I have triple checked fit the criteria. What's the problem?
contacts
How can i share contacts, accounts, leads.. etc, to another user of my company?
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