Size problem when downloading inventory template
Hello there, i have created one inventory template in zoho crm it works great but when i export it as PDF its size is 2.26MB shocking man because my total its HTML with images is 150kb.
Quick actions
Hi there, My quick actions menus have seem to of gone missing, can anyone help? Also, is there an option in the leads to set a call back? Thanks
importing leads and overwriting created date
i would like to import a spreadsheet of leads, but use the date data in my document to overwrite the created date for sorting purposes. Is this possible?
Using Zoho as a Teaming Partner Database?
I currently have a spreadsheet of teaming partner data including areas of expertise, partnering history, main contact, geographical area, etc. Rather than continue to build out the spreadsheet, we would like to import the information into a database. We currently have Zoho CRM and use it for contacts, pursuits, and opportunities. Could we use it for teaming partner information? How could we go about structuring it? Thanks for any insight.
CRM & Email
How do I find out what is planned for CRM Email? One of the most powerful attractions for my clients is the ability to associate email with the contact (and account) record. Right now only sent mail is associated - not any responses. I would like to tell them to upgrade but it doesn't appear to be in the premium versions either. So now I am searching around trying to understand what your plans and intents are for CRM/Mail integration. Have you made such plans and stated them somewhere that I can
Can we get RICH TEXT control from https://crm.zoho.com/crm/jsp/common/fieldtypes.jsp?module=Leads?
We want to create a custom filed that can save rich text data. Please help.
Viewing Email Without Preview Pane
I want to see more of my email on my computer screen. How can I view my email without seeing the preview of other emails on the left? I am using Zoho CRM with the Mail add on.
Contacts duplicates
Know anybody why all my contacts have been duplicated?
User admin
I would like the ability to delete a user from our account completely not just to deactivate them. My understanding after chatting with the help desk is that the records that the user in question would be lost if the account was deleted. If you create a wizard that would first ask you to mass transfer a users data to another user and then delete the account, I believe this would solve the issue. It is rather ludicrous to think that an administrator would want to manage all of the transfers, and
Multiple web forms and identifying responses in Zoho
We are newbies but would be very grateful for some pointers to help us set-up multiple web forms for different types of request from users, then be able to identify the user by type of request in Zoho. For example we have users completing a form so we can then snail mail them a printed brochure, plus a web form for users to download a brochure. So how can we can add an invisible field, or otherwise, to each form that will tell us which form the user has used? Thanks for your help, D.
Formula field... translate from xls form?
Hi I have created a form in xls. I need it to Work in Zcrm.... but the nerds are not here :-( I tried to make a formula field (Currency). Anybody? =IF(YEAR(NOW())=YEAR(${Potentials.Contract Startup Date});VALUE(${Potentials.Price Installation})+VALUE(${Potentials.Sum/Month})*(12-MONTH(${Potentials.Contract Startup Date})+1);IF(YEAR(NOW())=YEAR(${Potentials.Contract End Date});VALUE(${Potentials.Sum/Month})*(MONTH(${Potentials.Contract End Date}));IF(AND(YEAR(${Potentials.Contract Startup Date})<YEAR(NOW());YEAR(NOW())<YEAR(${Potentials.Contract
How to create a rule to fill automatically a field in cases?
Hi, Im trying to create a rule for the automation of filling in a specific field in the cases section. I have 2 fields called Total Sale and Partner cut. I have now created a third field called Our cut. Now im trying to somehow get a rule that counts from previous/upcoming cases the Our cut field automatically. It is simple to count as Our Cut=Total Sales-Partner Cut. I just dont want to do this manually since we have already about 1000 past cases. Can someone tell me how to make rule that also fills
Link a new contact to a potential
Hi I would like to link a new contact to a potential but I don't know how to do that? I see only one contact in the sheet "potential" and the link "add a contact" is only present in Contracts sheet Thanks for your help. Charles
Unable to Update Pick Lists
This is a new problem for me, I am a CRM guru and have done this multiple times. I have Pick Lists, and when trying to Add Values, it goes through the steps, but does not update the fields when I click Save. A little frustrating. I can edit the existing value, but not add new ones. Hello mscott821 No upper limit reached. The last attempt was on a pick list with only two items, could not add the third. All modules are affected, Accounts, Contacts, Task, etc. It's only once it became apparent it
Capture recurring income
Hi Anybody have an idea how do I capture recurring income opportunities into my deal pipelines and forecasts? The Amount field under Potentials only captures once-off earnings and reports it as such, but we would like to register a number of deals that will generate recurring income... Any advice would be appreciated! Dana
How can I get started with zoho CRM in my bussiness ?
Hello, I would like to ask you a question with Zoho CRM. I registered and got my Zoho CRM account, but I do not know how to start using Zoho CRM in my bussiness. Do you have any vertical CRM or something like a tool or a sample one? I need your consultation. What is the best profit using your CRM system instead of others. Could you please specific examples from your marketing aspect. kind regards, Chie
e mail campaign
Hi, Is it possible that I start e mail marketing campaign through zoho CRM? Thanks
Can't access campaigns table when converting lead to potential
a minor issue but it seems I cannot access or attribute a campagin to a potential created when converting a lead to account, contact and potential Any insights? Thanks, andrew
Customize Product Name Lookup Window?
I have a question about customizing the "product name lookup" field that pops up when adding a product to a sale order. I would like to be able to customize: a) What appears in this window b) How the information is displayed c) The size of the window d) Be able to filter based on product categories to limit what I see Is there a way to do this? I have searched the Help pages and did not find anything. Attached is a screen shot of what I am talking about.
Missing Imported Leads
I just mapped and imported a small .csv file of leads. 50% populated, the rest no luck. Any reason why this happens? Any ways to correct it? Thanks for your help.
Related Lists accessed by scrolling down page - make accessible horizontally across top
Hi!! Thank you for having this forum where we can submit feature requests. I know this is not Salesforce, but I do know that many people are moving from Salesforce over to Zoho. There are definitely ease of use features I was used to at Salesforce that I am now missing at Zoho. One is: having my significant related lists display horizontally across the top of an object so I don't have to scroll all the way down the page to reach them. For example, On a Potential (Opportunity), accross the top would
Help trying to implement our lead capture process?
Im looking to better our current lead capture process and would like to implement a few things. I have attached what our current process is and what we'd like to implement. A questions i'm having is how to implement step 2 of the ideal situation. We would be using 2 Zoho CRM accounts one for an Investment Company, and the other for the Realty company Step #2: 1. 2. The site they are directed to is a squeeze page with a simple name/email/phone form and we would like to give the lead the option
change the desing of the multiple selection
Hello, I wanted to know if it is possible to change the design of the multiple selection for checkbox in the forms? I've tried but in the field I've modified the design I do not get a result thanks
change the desing of the multiple selection
Hello, I wanted to know if it is possible to change the design of the multiple selection for checkbox in the forms? I've tried but in the field I've modified the design I do not get a result thanks
can i have multiple contact lists?
Is it possible to set up multiple contact lists? I would like to use Zoho CRM to manage our contacts, but I would like to have a unique list for each of our 12 locations as opposed to all the data from all 12 locations in one contact list. Any help is appreciated. Thanks.
Cant configure new user in my CRM. System says email ID already used even though no user is there.
Cant configure new user in my CRM. System says email ID already used even though no user is there.
zoho crm
Hi I have recently subscribed for the Zoho CRM. I am unable to modify any of the labels in the product fields. Also I am unable to set any workflow automation and hence not able to control the data's entered by users. Data such as list price, discount and tax are all editable and can lead to issues in pricing uniformity.
Accounts - Next Navigation Button Not Working Correctly
When we sort our accounts and then go to a particular letter, such as "C", when we click the arrow at the top to scroll to the next record, it takes us back to the A's. But, it doesn't take us back to the first record in the A's. It's random. We need an easy way to go through each account without have to search for the account name or go back to the complete list of accounts.
Search feature
How do I search what another user has entered?
specific discount
Hi everyone, I'm trying to implement a specific discount per account in the CRM. So, when i'll create, for example an invoice, the amount of the discount will automaticaly be added to the grand total. First, i've created a custom field (in %) for the accounts called "specific discount (%)". Then I wanted to create a custom formula field in the invoice (and quote and order) with this formule: ${Invoices.Sub Total}-${Invoices.Sub Total}*${Accounts.Remise spécifique (%)} But I think we can't add
Mobile phone field inside of task's email reminder
Hi, My team is asking for a way to include the contact's mobile phone inside the task reminder email. Currently only the Phone field is displayed inside the email's body. Is it possible ? If not, can you please put in your road map ? Thanks,
Report/Dashboard to Show Total Number of Each Lead Status by Week/Month
Is there anyway to produce a report or dashboard to show the changes in the total number of leads per week/month? So if there were 100 not contacted leads last week and 75 not contacted leads this week, is there anyway to produce a bar chart to show the changes each week from the previous week/month? I would like to create a report/dashboard chart for each lead status and be able to compare it to the previous week to monitor the changes in the total numbers. Thanks for the help!
Invoice and product related list
When I create an invoice in Zoho CRM that calls out a "product" why doesnt the key acct and account contact info get populated on the "product" related list?
Viewing more than 100 accounts or contacts
Hi, i need to see more than the 100 permitted accounts or contacts in the crm view. It s really neccesary this for us because, for example, have to send more than 100 emails, and it s really a waste of time to send 100, then go to the other page, send 100 more, etc...
How to easily set up Product List Prices?
I am struggling to believe that in Zoho there is no way to enter the List or Selling price for Products, other than to manually edit each Product as part of the Price Book process and then manually tick and add each Product to the Price Book. It seems crazy, have I got this totally wrong? If we could import all of our Products into a Price Book, WITH the List price data, that would work, is that possible? Even better would be a List Price field within the Product details screen, seems bizarre this
General confusion with products
Hi, I am trying to use Quotes, Sales Orders, Invoices and Products but I am finding it very difficult and confusing to cater to our company's needs. We sell many different products, all of which are not 'set prices', and the cost varies depending on many factors. I am confused with how to bring all the modules mentioned above together. (Products are at the bottom of every one of the the modules so they are linked, but it is all a bit overwhelming and confusing) If anyone can help please leave a comment.
Flat price model on pricebooks does not appear on quotes
We are using Price books with Flat Discounts price model. When creating a quote with quantities which should apply for some discount, then the total price includes the discount, but the price per unit that is shown is still the original price, and there is no indication for any discount. So you get a line like: Product Name ---- Unit price: $100 ---- Quantity: 1000 ---- Total: $72,000 $72,000 is the price after the volume discount, but for the customer who gets this quote it will just look like wrong
more training about how to use pricebooks please
Try as I may I can't get price books to work as they are supposed to. Can I get someone from the forum to describe how they do it or a screencast from the support folks? thanks! Dennis dgd
Website Integration with existing Form
We want to use our existing form on our website to collect leads into Zoho CRM. Is this possible?
Assign random owner in web-to-lead? its possible?
I have several users registered in zoho and receive many entries web form, I need to randomly assign each record this for my users, it is possible to do this?
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