How to find my Monthly Invoices?
My accounts department has asked me to download our monthly invoices for each payment, i can find this anywhere. please help. i have found the subscription payment page but i am unable to pull any invoices off. thanks,
Grouping Products
My company is selling product sets which include several sub-products (articles) within. These articles are optional (you don't have to pick everything from the product set). Is it possible to group these articles under one product set? So when we are making quote, we can choose a product set and specify which articles we want to take under one product set list. Thank you
CRM - Signature LIne - Images
In Zoho Mail, I have the "Insert Image" icon for signatures lines, but in CRM, the 'insert image' icon has disappeared. It was there and now it is gone again. Under CRM, Account Information, Personal Settings, Signature Edit, the 'image icon" is gone. I am using Chrome to access the area. This is a brand new install of Zoho Mail, and Paid CRM.
Alerts on Zoho
Is it possible to trigger email alerts from Zoho to employees who do not have access to the CRM? If yes, is it possible to automate this alert. For eg: for all possible updates to Account A, I would like Employees 3 and 5 to get updates and similarly, for Account C, I would like Employees 4 and 6 yo get updates. Thanks
Notes on Zoho - chronological order
Does anyone know how to revert the notes back into chronological order? one of the most crazy changes I have ever seen!
integration with google business apps.
(posted to forums and sent to support) Hello! I have added the application through google apps for business so that it is "on for everyone" and I have then gone to the Zoho setup section for google apps in the Zoho dash, I do not see that it is available to configure further. (I see that Google contacts and calendar are available. But this is not the same.) This zoho video skips over this implementation in that a majority of the audience has managed the install: https://www.youtube.com/watch?v=VIbw16venr0
Does zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
Deleting Leads
When I attempt to delete a lead generated from my website it sits on the loading screen and does nothing. Refreshing only loads those leads again. I've cleared cache and history and tried another web browser and nothing. Any help would be nice.
Zoho Writer Default margins not defaulting
we have designed "mail merge" documents to fit into our envelopes but the margin setting when downloaded to PDF keeps changing for all subsequent letters (A4). THIS did not happen before. Why has this changed?
I returned to the free version
I returned to the free version
Feed URL
I would like the URL of the RSS feed for all the activity on my account, so I can keep an eye on my workforce. We are a small team and it would be god to see the calls/sales as they come in. I would like to be able to read that feed in a third-party RSS feed reader, so I can put it on my laptop's desktop. I would also like it to list newest first, rather than the default on Zoho which I think is oldest first. Cheers.
Why was the Import List Price removed from Price Books?
Hi there. For the last three weeks I've been updating list price in Price Books by importing CSV for the list prices that I needed to update. This method worked a lot faster than the edit all function since there are over 2000 products, and when you have to update list price for over 100 products an import is always easier and faster. Since yesterday though I noticed that the import list price function has been removed. Why? Is there an alternative similar function perhaps? I use sheet view to update
Do I really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from Potentials and Invoice module?
We are currently using Zoho CRM and I can create custom reports. But not, it seems, custom reports that are useful to us. Do we really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from both the Potentials and the Invoice module? Or am I missing something here? Thanks! Afrikaans Albanian Arabic Armenian Azerbaijani Basque Belarusian Bulgarian Catalan Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Detect language Dutch English Estonian Filipino
New Lead in "All Open Leads" Not Showing Up
I created a new lead. Normally when I create a new lead it appears at the top when I have "All Open Leads" selected. With this last new lead, I have to search for it and then I see the profile. Is this new? Or did I hit some sort of limit on my free account? Or is this a bug?
templates
Can anyone help. I am having problems getting one of my templates to print off the information. In template (inventory templates) I have a sales order that I print off when i've created a job. In the top left hand corner it says Sales Order. Below that it says order number, due date and invoice number. All of these fields i fill in before printing off the sales order. But when i print the only one that has any information in is the due date, all the others remain blank and i don't know how to fix
CRM - Birthday Emails?
HI Guys, Under Contacts we have a date of birth field, is there anyway for the system to send out birthday greetings (template) either automtically (CRM should be able to do that right?) or worse case for a user to once a month run a mass email campaign using birth date as a criteria? From what I can see the birth date field is just a field so if you use a filter for this you will be screwed because of the year?? Any assistance would be great. Im using the Enterprise Edition. Thanks Clinto69
web form not working
Our form work a few months ago. We were testing it to see if it still worked and it didn't. Please help.
probability size vs. value
is it possible to have a view/report that multiplies a probability % by the value to get the "current value" of the deal? for example, a $1,000,000 deal with a 10% probability would have a current value of $100,000.
New custom field drop down options not showing up
I have created a new input field called Industry that has many drop down options. I forgot one option that I want to include and went back and added it under customization, however, when I create a new contact the new option is not there to be selected. How do I get it to show up and be select-able? Thank you in advance! Zohonoob
Case Dormant for x Days Alert
I've already submitted this to support who were kind enough to forward to Dev team. Essentially I want to send an alert if a case is NOT updated for X amount of days. Just to make sure it's not forgotten! I thought time based rules would allow this but a rule can only run on creation, update or edit so this negates the point of using the last modified time field. This would be s great feature for cases but also opportunities, leads and accounts. Any thoughts appreciated...
problem while migrating
I m trying to migrate my events I succeded for accounts and contacts but when I want to migrate events i cannot My fiel contains: start date / end date / title / comment / contact in contact I tried the full name and the zoho ID that I exported from zoho. what's wrong?
Web to lead forms not working
I am trying since yesterday to make web to lead forms working. It just worked once, out of 15 tries. Can anyone tell me what could be the possible reason, & how to fix that? Thanks.
Do I have to re-embed web form after I edit lead source fields
We embedded a form on our website which uses the lead source field. I realized that the choices in the drop down box did not suit our company/trade, so I edited the available fields in the drop down box. Do I need to re-embed the form or forms on our pages after doing this, or will it update to reflect the edited fields that I saved. The form fields in zoho crn show correctly, but I do not see the correct options on our pages yet, though I just made the changes in zoho crm. Thank you.
How to remove/delete Competitor Field in Potentials?
Hello, anyone know how to remove/delete the "Competitor" field/section in Potentials? I can't seem to find it under Customization/Fields/Potentials... ?
Notes Lost in CRM
What happened to my previous notes entered in CRM just over a month ago? The new "improved" version of notes seems to have erased all prior input. This is not good. Where can I find them?
Respresent sections of modules with tabs to avoid scrolling
Is there a way to represent sections in modules as tabs ? to avoid scrolling an to optimize workspeed ?
export contact list
how do i export the whole contact list at once and not page by page
Separate Salutation field from Contactfirstname
I want to create a separate salutation field and want to disconnect the salutionfield and create a separate one. Or is there a way to hide the standard salutationfield so i can create a new separate one ? Is this possible ? How do I this ?
Lookup field with criteria selection?
I have 3 types of Accounts: Customers, Vendors and Funding Sources. Within the potentials we need to have fields for all three and set criteria for each lookup field. Is this possible with or without custom fucnctions or deluge?
Rules for using the Inventory functionality in Zoho
We've been struggling with the Zoho Inventory functionality for over two years. After much discovery, I thought I'd publish our findings on Zoho computes product quantities and how changes to Sales Orders, Invoices and Purchase orders affect product quantities. Zoho Rules to Maintain Inventory Never change the default status's of Sales orders, Invoices or Purchase Orders. The default status are Created, Approved, Delivered, Cancelled. Never delete a Sales Order, Invoice or Purchase Order. Just mark
user id integration from zoho to wp or shopping cart script
hi, How to send a user id from zoho crm to wordpess sessions , the aim of it is sending back this user-id to google analytics servers to report cross devices conversions ? - Case : http://cutroni.com/blog/2014/04/10/understanding-cross-device-measurement-and-the-user-id/ - Implementation code : https://developers.google.com/analytics/devguides/collection/analyticsjs/user-id#implementation Tks..
Feeds - Following other Users
Hi, Playing around with the Feeds section. Is it possible to setup a group / rule to ONLY follow certain users. I find that my own record updates get in the way... i.e. I know what I've updated but I want to see what other users have updated. Thanks, Kevin
Multiple Accounts
How do I handle accounts, when I have multiple locations under a main corporate account? For instance a company owns more than one location and sometimes we deal with the company as a whole and other times individually?
Using Zoho Offline?
Is there a way that I can use Zoho offline and have it sync to the server? Joe Overlock
Manually change stage date
We are cleaning up our pipeline workflow and we have sales people that have changed the stage of a potential a few days AFTER it actually happens. This is not recommended, but humans are humans and the date upon which the potential is changed is not always done the same day that the potential Actually happens. Is there a way that an administrator can manually go in and change the date stamp for when a potential is moved to the next stage? Effectively, we are seeing that a lot of potentials are
Which Company Works With Who +Look up Field
I created an account look up field to list what companies does business with who. obviously its only a single box is there a way i could select multiple companies or some sort of list showing on the account?
Potentials without active task
Hey, As a manager I want to look-up the potentials without active task, to make sure these potentials arent forgotten by my teammembers after they complete a task and don't add a new one. I've been trying several reports (potentials / activity modules) with different filters but my test potential (2 completed tasks, without an active non-completed task) doesnt show up. Even more, if I set the filter: 'task status' is not 'not started', it shows me potentials with tasks with status not started...
Forecast Problems
Hi, why I see the closed potential in the Pipeline and not in the Achieved gol???? It works for the beginning of the year (2014) but not works for dicember 2014 (for ex.) Need your help urgently thanx.
My feed not tag member when using firefox or chroem on linux
Hi, My feed not tag member when using firefox or chroem on linux. Please check it. Thank you.
Lookup Field Question
Hi, I am pretty new to Zoho. I created the custom module for venues. That works correctly. Where my issue and question lies, is how do I set it up that when someone chooses the venue from the lookup field that the venue address, city, state, zip code, and phone number populate as well based on the record they choose in the lookup field. I know it is possible just not sure how to get it to happen. Thank you for your help.
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