Is it possible to hide user-defined fields?
Is it possible to hide user-defined fields? Idea: You need to click at a control cast box to pop up other user-defined fields.
How can I remove certain links at the top?
How do i go about removing certain links for sub-users? For example if i don't use the Solution's or Cases modules, how do i remove them from sight? Also if i am wanting to move the Dashboards link to the left, how would this be done (for certain users, groups or universally)?
No email section in Accounts
I noticed in my accounts there are no email sections to track or log emails? any help available on this?
How do I map Account Address fields with Contact address fields?
I am reviewing Contacts in my organization's database and have found multiple instances where we have Accounts that have full address information and have Contacts linked to those Accounts wherein the Contact record does not have address information. The Contact is correctly linked to the Account in the Account field in the Contact record and if I check out the the Account record the Contact's name is listed. How do I get the Contact record to update the Address fields to match the corresponding
Sales Order addition errors
We have been experiencing an unusual problem with Sales Orders not adding properly. Over the last 1000 ( approx) Sales Orders - about 4 or 5 of did not add up correctly. We find the problem when customer billing or credit card charges are incorrect, and we get calls from customers. The problem is the Sub Total will be incorrect, (it does not add the product totals correctly) which makes the sales tax calculation incorrect and of course, the Grand Total will be incorrect. In each case, as our team
How do I change the email address for a subscriber?
Hi there, A colleague of mine recently changed her name and email address. As Super Admin I tried to edit this for her. I can edit her surname however am unable to edit her email address. How may I change her email address to the new email address? Regards, Jade
Creation field in different modules in Zoho CRM
My question is: how I can create a field that is repeated in different modules (Invoices and Projects) and content of this new field is reflected in the modules where he believes. Hoping you can help me with this question. Thank You.
Contacts stick to wrong accounts
Hi, I have a big problem with Zoho, I have different a lot of different projects and each project has a different list. My problem is when I import the contacts to match the accounts the contacts can sometimes stick to the wrong account. Say for example I have 2 lists with some of the same accounts on each but I need to import the two lists as they are different projects and there will be different notes for Joe Bloggs that works for company A in project 1 compared to Joe Bloggs that works for company
How to create an auto populated field in crm?
I want to create field for Vendor's name and would like this field auto populated with vendor's information once click, is it possible? Thanks JOb
Editing a Sales Order once it is submitted
Hello, I set up an approval process when we create Sales Orders which works great. However, I need the user to be able to edit the order to enter our own order number or make changes to any fields. Please let me know how to achieve this. thanks,
MASS MAIL to CONTACTS in SELECTED ACCOUNTS
I know most of us would like to email our clients with special offers. As a result, the best avenue is to selected by ACCOUNTS (ex: type "customer) and then email to all CONTACTS in that account. The problem I see is that you can't work off 2 databases (ACCOUNTS & CONTACTS). Is it possible? NOTE: I have PROFESSIONAL version.
Send Email from Account
Hello Is there a way to send mail directly from accounts like the send mail button on contacts or create a macro?
Email to my Accounts?
Hi there! I have spent some time to organize my Accounts (customers) into relevant categories (using Industry field) + I spend great deal of time to add contacts to those accounts. Now I need to send an email to several customers (Accounts) in certain category. Can not find a way to do it. No email option in Campaigns, no such thing in Accounts. How I am supposed to communicate with my existing customers? Am I missing a point about purpose of CRM?
Mass Emails in Zoho CRM
I am pretty sure that I properly sent a mass email to about 50 contacts (I am a paid Zoho CRM subscriber). I sent myself a test email before I sent the mass email and it worked. Normally I would have gotten some response from these people. I am beginning to think that it didn't go through. I can't find any record of it being sent in the audit records. Is there any way to see if it went?
Best practices for forecasting and tracking quarterly sales
I'm trying to set up Zoho CRM to do some basic things for our business, and I'm finding it to be very challenging. We are a business that sells relatively inexpensive products to a manageable number of accounts. We'd like to do some quarterly forecasting for the total sales for each account, and then be able to track the sales performance to each of those accounts. Because each sale is relatively small, it doesn't make sense to create a large number of potentials to represent each sale. Instead,
Competitors Field Request
Could you please develop this feature i really dont want to keep typing this information into the potentials module. I'd rather have a pick list of our competitors, then i can create a view or a dashboard report.
Desktop Notifications
How to I enable these? For instance if I'm working in another browser or looking at a document I'd like to be notified that I have a message waiting for me in my Feeds tab. Anyway to do this? Thanks.
How can I see email template activity?
I have tried using an email template for a contact record and for a campaign and do not see where the email sent shows up in my activity or in the campaign's closed activity. I want to be able to view activity for email sent through Zoho using a template. Please advise.
Random Characters in e-mails received in Lotus Notes
I am having a strange problem. I have e-mails that are automatically sent out based on certain criteria. About 9 months ago, random characters started appearing in the e-mails. In different places, but consistently. Either "&! nbsp;" or just an exclamation mark. Usually both at least once or twice per e-mail. Here's the strange thing. If I just chose the e-mail template manually (as opposed to it be sent automatically when a Rule is invoked) - it looks perfect. And when I copy myself at a G-Mail
How does LinkedIn integratiob work?
Not able to see how this works in Zoho CRM
Dependent fields as in SugarCRM
http://www.epicom.com/video_library/sugarcrm-user-group-1232014 I'm looking to implement my business logic (insurance) in Zoho, but I'm confronted with 1 essential lack - dependent fields. The presentation of a field should depend on a condition. If a field is picked or shown a series of other fields should be shown. For example if you choose a car insurance the fields that should be shown should all concern a car, while if you choose a building insurance the shown fields should concern a buildiging.
Can't see Account Name in Contacts module in Advanced CRM
Hi I configured my Advanced CRM as per attached image, checking the Account Name field for inclusion. But when I open the Contacts module, the Account Name is not visible. Any suggestions? Thank you
How can I export Zoho CRM calender activities in .pdf or .xls file?
I need to export my calender activities of Zoho CRM in pdf or xls file. Please guide me for the same/
Rule is not triggered on record update by other rule
Hello, I have rule which is triggered in Quotes and updates field in Potencial. Then I have rule which is triggered in Potencial and Updates field in Custom Lookup Field SalesOrders. Second rule is not triggered by first rule. But when I make update directly in Potential, second rule works as expected. How to solve this problem? I do not want to write a deluge script each time for such an easy task. Thanks in advance, Ivan
Bay Area Zoho Consultant Needed
Anyone know of a qualified Zoho consultant in the Bay Area? We're located in Sunnyvale, CA. Thanks. Peter peter@rmhoffman.com
Number of Emails one can send from ZOHO CRM Enterprise account per day
Is there a limit to how many mass emails can be sent a day from a ZOHO Enterprise CRM account?
Mass Update Owner of Account
Would you please add the functionality to be able to to mass update the owner of an account or another component? Minko Kissiov
Quoting and Tax
Been doing some testing using the quoting aspect to see if it useful If you have a TAX associated with a product and add it, the sub total is the base plus tax. So on the line item you have the tax. The you add multiple ones with the TAX and all total up. However, you can't remove the TAX field underneath the subtotal, you have to add the tax manually rather than selecting a pre-made tax rate in that field and when you print the quote it shows the total price but not the tax calculation if you
Hiding records
Is there a way to "hide" records for users depending on territory or any other criteria?
Upgrade to Professional Edition, Trial
Is it possible to get a free trial to use the Zoho Professional Edition for a limited period without any additional payments? We currently use the Standard Edition.
Where are all my notes?
Hi! I imported lots of notes to a different account but I'm able find them only with the search of lead/contact name. How can I see them straight away when I'm entering my lead/contact information? Thanks! JM
problems to export in PDF
I've problem to export in PDF. I look in print preview my quote, but when I export the same quote in PDF I have a bug What can I do? There is a particular type or code that corrupts the exporting in pdf? Thanks, Pasquale
How to have a custom field updated based on current time/date every time I look at the record?
We populate our Lead Records from a form filled out by potential clients. One of the fields is Birthday and I created a Custom Field in zoho crm to be Age and I made it calculated off Birthday using the formula Datecomp(Now(),${Leads.Birthday})/1440/365 It works beautifully but only when the lead is created. The only way that field appears to be updated is if I update the Birthday field. How can I make it so every time I look at the record, it calculates the Age based on the current datetime?
Quotes Products and Purchasing
Dear Zoho, We are a recent adopter of Zoho and like some aspect of it very much. However I am struggling to find out how to make it fit my business model. To explain, we are a small manufacturing company so we sell around 50 products and accessories which are made up from hundreds of parts. I know that Zoho is not an MRP system and I don't want it to be an MRP system .... however: - I want to use Zoho to create quotes for my customers and pick things that I sell from the Add Product list - I want
Mass Transfer Leads needs some improvements
Not sure what went wrong, but after importing about 8,000 leads I realized that about 3,000 of them were assigned to me instead of the proper sales person. No problem I thought, I can simply use the Mass Transfer Leads function on the Leads list page. But that doesn't work so well. Three suggestions: 1) Add an option to select ALL leads that match the search criteria. Right now I can only pick one page at a time, which is taking forever. 2) After searching it should tell me how many matching records
user's password
I'm using free edition to try the usage of zoho crm before i buy it, but i've got a problem here... I was succesfully add a user but how did I know the password for the user?? I've try to reset the password too, but there was no e-mail sent to the user's e-mail account (I've check the user's e-mail account myself). The process always stucks at the 5th bar (see my attached pic) What should I do?? Help...
Zoho Quote Templates
Does anyone know of where I could find someone who has pre-made zoho quote templates? Or point me in the direction of someone who could create one? Thanks!
Is there a way to make notes be a wide as the other areas?
I wanted to see if there was a setting of edit to be done that would make the notes section be as wide as the rest of the modules on the screen. It seems like an inefficient use of screen real estate if the notes sections is only 1/3 of the screen wide.
Date selector
Any chance of having a quickly, less clicking and thinking about dates etc. I like the type of format as used by Toodledoo; So 'Quick dates' can be 'today' 'tomorrow', the following few days, 1 week, 1 month etc etc. All selected by 1 click. Similar to this; http://www.toodledo.com/features/alarms.html Thanks Nigel
New Changes Effected Search Facility?
Hi has anyone noticed that when searching, the results are not as accurate. i just searched just now for an email address and it could not find it but only found it when i searched for the part AFTER the @ sign. I find this a bit of an issue as there are some accounts that i just cannot find. i have emailed support in the last two days but they seem to think the new changes have made it better and faster. i think that it's opposite and i do not trust the search results. What's everyone else's
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