Creating a Purchase Order Template
I am trying to create a new Purchase Order in the Inventory Templates. It is proving very difficult as figures etc won't stay lined up or go where i want them to go! Does any one know if there is a simple way of achieving this? Or is it possible to import a Purchase Order from a word document?
HELP!!!
HELP!!! We've lost all our client details! Bits of code are appearing where the client details should be, like type='hidden' name='uiType_Description' id='uiType_Description' value='3'> I think this might have happened if somebody at Zoho was editing the code for the Clients page and forgot to close a tag or something. Can you fix it very quickly please? We really need to access our clients' details. Thanks rachel
24 Hours Time Format Supported in Zoho CRM
The much awaited 24 hours Time Format is now available in Zoho CRM. Users can set their preferred time format in the User's Details page. Across Zoho CRM, the time format will be based on each user's preference. To give you a few examples, following are some of the places where you can see the change based on your time format preferences. Reports, List View, Dashboards, etc. Date Time field in the create/edit/view pages of all the modules. Example: Start Date Time & End Date Time in Create/Edit/View
CRM DATA BACKUP NEVER COMES
What are the possibilities of anyone from ZOHO Support Team solve our problem? We've ordered 3 times CRM databackup but it's impossible to have ir delivered in our mailbox. My company has Office 365 with Exchange Online and we've already checked the AntiSpam and filter configuration. We're not receiving the e-mail and we need it URGENT! I've talked to Vidya from Zoho Support Team but she did not solve our problem. I asked for her to send it for another e-mail (like gmail) or send us a link to download
field name customization
it would be great if it was possible to customize field names, so that, even if the application is not localized, we could at least put our own translation. This is particularly true for the printed invoices. I have looked through the configuration but I was only able to change the invoice section name, not the fields like billing address, ... Am I missing something ? Grégoire Welraeds
When will Zoho get better?
I was curious when Zoho will be updated so its easy to use and functional? Even the forum area, it was difficult to find how to ask a question. There is no "Ask a Question" button or tab or link. I had to guess the "New Topic" is how I got here. Makes no sense.
How to autofill fields in leads from user data in zoho
Hi im trying to made that the lead form automatically fills some fields from the info of the User example Territory
Send mail from ticket
When I open an existing ticket in Zoho CRM, I don't have the option to send an email from/for that ticket.. I can only add a task, but no email. What is the best way to create a follow-up email regarding a ticket (with ticket number, description and priority). Thanks, F.
copy of email to Zoho with CRM Professional
During my trial period I could BCC Zoho and the email would get attached to the record. Now that I am paying for the professional level this does not appear to work. Is that feature not offered in the Professional CRM package?
Mass mail from reports
We generate different reports in Zoho CRM, mostly based on cross module information (contacts + quotes). After having those reports I need to send a mass email to them. Now I'm doing it through a newsletter web service, but I would like to do it from Zpho CRM, directly, without need to export to CSV, import into this web service and then send email. Is possible to have that option now? If not, is something similar on your roadmap? and at least, is there some trick that can be done with one of many
B2C Is Not Just Turning off the Company Field!
So, I've been trying out several CRM systems, and for some reason they all keep doing things the same way. I totally understand the Leads/Accounts/Contacts from a business perspective, but it makes absolutely no sense from a B2C perspective. First off, most B2C businesses don't have the concept of non-qualified leads. A CD store is not cold-calling people asking them to come buy something. If they have someone's information, then that means they probably already bought something which means they
Printing from different templates
How can I easily choose between 2 different templates when I want to print? We enter orders into the invoice module and need to print a packing slip template. The default is an invoice template. is there a way to choose between templates rather than going in and changing the default within the setup module?
Prospects / email
I am trying to use this CRM thing to the fullest. I have the Outlook plugin. When I send an email to the prospect I can create a lead in ZOHO that keeps up with that email. If I am sending an email to request more information from a different source (for example if I am writing a vendor) can I attach it to the prospects email stream in ZOHO?
invite collaborateur
Hello, in CRM i create an event and i invite 1 collaborator. Why the event is not create in his ZCRM ? it's a problem because the event isn't create in Google Agenda too and my collaborator can miss an appointment !! Do you have a solution, or a date to fix this problem ? thanks you
E-mail Campaign setup and tracking
I am trying to figure out how to set up an e-mail campaign that will allow me to track, auto respond when a lead has clicked in and notify me that some one has clicked onto my e-mail. ZOHO says it's easy, but so far I have spent 5 hours trying to figure this out. Any experts out there?
Autoresponse emails
Hello, I notice that emails sent via an autoresponse trigger (eg. a webform) are not included in the Contact's email history. Will this be fixed in Zoho CRM? Also, is there a way to send a time-based 2nd automated email? eg. Contact fills out a form and receives an autmated email immediately. 1 day later they receive a 2nd email with a special offer. Can this be done?
Web form size
Our website requires the web form be not more than 400 pixels wide. It appears that the minimum width of the Zoho web form is 600 pixels. How can we over ride the minimum width? Thank you. Brad Bowman
problem with date/time and delivery of task reminders
Hi We are experiencing a problem which has been going on only recently, maybe the last 2 weeks or so. We have all our activity reminders set for the same time every morning (9AM) but recently the reminders have not appeared in our email at the correct time. Sometimes they are up to 6 hours late and then appear in blocks of 20 or so but never all together. Additionally there seems to be a problem with adding reminders for some users as they appear with an end time in some cases and not with others.
Search does not find contact
Hi there, I just entered a new contact, saved it, confirmed all the information is there, and now when I do a search, this contact cannot be found. Other contacts can be found, but not this one. All search parameter boxes are unchecked, so everything is being searched. I have searched on first name, last name and company name. Nothing is found. Please advise. Thank you.
Leads - Overwrite or Clone?
I would like to import a list of leads, however, I believe some of them already exist within my existing leads. What is the best way to retain the data (notes, populated fields...) of existing leads, while importing the entire new document? Thank you
Recycle Bin Search
I had the unfortunate experience of having to retrieve some records after dealing with a messed up data import. After having gone through that I think it would be really nice if ZCRM would add a search feature specifically for the recycle bin.
email template name alredy exists
How do I create a new email template? I recently have tried to edit an existing template only to have the error box appear stating I couldn't save it because the template name already existed. I KNEW that. SO I tried to create an entirely new template (under a new template folder) and got to the end tried to save it only to have the same little box appear stating the template name already existed. I tried like 10 different names only to have the box appear each time. Any help?
Limitations on use of Free edition
Hi I have just moved from the 15 day trial to the Free Business Edition. As soon as I have I have tried to log a call and send an email. i get an error box as soon as I click on either action saying Sorry,you have reached the maximum limit in your current edition I have checked the pricing model and I see no notice of a limitation. P.S. I only logged one call in the Free edition so not much of a limit if this is true Martin
Question fro Prakash about Aduit Log
Hi Prakash, Why is it the Audit log seem to be missing some actions for some of my users. I have a custom module that is updated by a few different people but only 1 shows up as editing this module. Thanks, Chris
Undo Mass lead update
How can a Mass lead update be rolledback. I see the activity in audit log.
Setting up email to automatically apply after an opportunity stage is set to closed.
We use opportunities to determine jobs closing when a job is complete. When that happens I want to send emails to the customer at regular intervals of 1 week, 1, 3, 6 months, and 1 and 2 year intervals. I have the email templates prepared but I cannot figure out how to set the auto trigger when an Opportunity stage is set to closed to put the customers emails into motion. I figure it will take 1 workflow rule for each email but when I select the job to check for stage being modified it will nto let
Error when I click on home tab
Every time I click on home I get this message: Permission Denied You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
Is ZOHO CRM a Joke Or a Real SAAS???
I am new to Zoho. I signed up only two days ago but I see so many issues with lack of support, buggy functionality, slow application response and inability to populate more than 1500 rows of data in one shot. I am not sure if this is the right tool. I have been trying to write a support ticket for two days now asking to find out why I am not getting new account confirmation emails and even support ticket function does not submit when i login as admin!!! What is your experience. Should I cut my loses?
out of control open tasks
I want to use Zoho to alert me to tasks (phone calls, emails) in the future. But on my home page it lists said task even though I believe I set it up to remind me in three weeks. Can someone help me? Thanks, Sam
How to Export a view to CSV
I'm trying to export a particular view [in the CRM] to CSV in order to import the list to Mailchimp. I can get to the view, but don't have any option to export this list...not even under 'other actions' as seems to be suggested by other users. There are over 4000 on this list, so I would like to be able to do it in one move. Although Mailchimp does have Zoho integration, it seems to only be able to import my entire database to a list as opposed to this subset 'view'. Any suggestions?
How to send email to contact directly from the ZOHO CRM
Hello, we have used the ZOHO CRM standard edition for our website www.ijdmtoy.com for RMA process purpose. In this use, we need to send customer RMA#. There is a field called customer email, and we want to know whether we can use the ZOHO to directly send reply to this email. I know whether I can send email back to myself, but how about for a customer's email?
Ability To Manually Enter Past Communications With Contacts?
Is it possible to to manually enter past communications with contacts? Say for example you a conversation(email, phone call, meeting, etc.) with a client off-line, yet want to record the the conversation occurred. How do you manually enter this into Zoho?
Note and task notification
If I as the manager ad a note to a potential is there a way to alert the sales rep? How does them sales rep get notified of the note. If I add a task how does he get notified without opening each potential.
Map Dependency on Webform ? Possible?
I can't seem to make it work. I have created webforms previously with no problems. This time I'm trying to make a pick list webform that has dependencies. I've mapped the dependencies correctly in the customization section, but putting this into a webform the dependencies don't work at all. Anyone from Zoho confirms this is possible or not possible? Thanks. Example on the webform: customer enters pick list - Yes or No if Yes, then 2 items on the next pick list are available. If No then 5 items
Forecast target based on expected revenue
Dear users, How can I base the forecast on expected revenue correctly? Because I changed this in settings but the numbers are not correct anymore. Regards Claudia
Help with rules
Hi, I need to create a workflow rule on the opportunities of our CRM. The idea is that once you create or edit a opportunity, send an alert via email. The theme is that we do not know how to configure the rule criteria to take the modification date parameter and send the alert to the 10 days. Any recommendation will be welcome! Esteban Elias Preventa Tecnica - Educacion Xpears.com
Create Custom Page in Zoho CRM to Display Multiple Views/Reports
Zoho, is there a way to create a custom page or module in CRM whereby I can add multiple reports or views. For example, if I want a single page to show All Orders, All Customer, and All Events, and each of these would be a separate grid, is there a way to do this? This would be somewhat similar to a Dashboard in that I want to display multiple components based on Views or event reports. Thanks!
Formula with IF ... AND ...
hello, is it possible to create formula with IF as If(Contains(${Potentials.Name}),'TOTO') AND ${Potentials.Amount}>50, 'Great', 'Bad') ?? thanks you
Connecting a pre-existing ZoHo CRM account to new ZoHo Email log-on
Just change to Zoho IMAP email. Now the only login credential that are accepted are for Zoho email. How do i connect that login to the pre-existing Zoho CRM account.
Zoho CRM - Invoice template not rendering properly
Hello. I have, in the past, been able to successfully convert an Invoice to .pdf using my Invoice template. Currently, however, that conversion process results in a .pdf that does not correctly render the Invoice image/information. The image that appears in .pdf reader is a series of alternating light and dark blue lines. Kindly advise on timing and method of solution. Thank you! Ed Alexander email: ed@fanfoundry.com (781) 492-7638 USA East
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