Web form that can populate a Product instead of a field
I run a SaaS business and we have tied Zoho CRM to the subscription sign up process for our service. The process is straight forward. When a new subscriber signs up I want a new lead record created in Zoho that shows what subscription plan ("product") they signed up for. The problem is that I only see custom or existing data fields that I can add to a web form. I can't add a product from the product module to a form.How do I do this? Does this need to be done with the developer API?
importing selected emails to accounts
We want to be able to import selected emails using either Google Mail or Apple Mail so that they appears as tasks within an Account or Potential record. Is there an easy way to do this without converting to Zoho Mail?
Reporting on Last Update
Hi, Just below the top right hand corner of my screen underneath the search box there is a section called " Last Update: " I was hoping somebody could tell me if I can run a report on this? Regards, M
Close My CRM Account
I want to close my CRM account, but not my Creator account - how do I do this? Thanks Martyn
How do I close a case?
Hello all, I hope someone can help me out on this one. I have had to customize significantly the different modules to better match our company needs and work flow. I have customized the case module and now lost where we go to close that case when it is complete. Any help would be appreciated. Lance
Help Uploading Customers/Leads to Zoho and Quickbooks Online version Integration??
I just signed up with Zoho. We use QB online. Is there a way to integrate Zoho with QB online version? and.. I would like to hire someone to do the integration or upload the customer and lead data to Zoho.
How can copy addresses from Accounts to Contacts?
I imported hundreds of records to a new CRM yesterday. My import included Account addresses, I did not import addresses for the Contacts. Now I want to see the Account address on the Contact page. I want to copy and paste, but ofcourse doing this manually will take forever. I am looking for an efficient way to copy the addresses from hundreds of Accounts to hundreds of Contacts. I'm thinking the Sheet View can help me, but I don't know exactly how. Any suggestions will be greatly appreciated. DJ
E-mail handling
I have noticed that there are a number of questions, requests and issues concerning the various e-mail handling options (Gmail, Outlook and Zmail as well as Thunderbird). I think that it might be worthwhile for the ZCRM team to take a cue from some of their competitors and offer a different way to handle e-mail. A number of ZCRM alternatives don't even bother with specific integration with individual mail clients or services. Instead, they have developed a method where by simply adding a unique e-mail
How do I customise the Open Tasks component
How do I customise the "Open Tasks" component on the home screen dashboard ? I want to be able to change the column headings shown and make it events for the current week and next week. Thanks
Different types of Sales Orders?
Our company sells a lot of completely different products. When filling out Quotes, Sales orders and Invoices I don't want to go through a big list of irrelevant fields. For example one department selling and setting up websites, another organising printing of banners, posters etc. Perhaps a way to make certain fields invisible to particular users? I don't want to buy a different Zoho account, as we contact many of the same clients. Please get back me if anyone has any ideas. Thanks in advance.
Can I make logged calls list on an Account page?
It would be very helpful to list recently logged calls on an account page similar to how notes work. Alternatively, could I make a sort of system to copy the description from logged calls over to a note automatically. We could manage simply manually copying the description, but if we could streamline our CRM it would be helpful rather than double our workload by writing notes twice.
Please explain on these arbitrary Credit Card charges by Zoho
Look - I know this is a private account issue, and ideally shouldn't be on a public forum. But if Zoho has nothing to hide, I'm sure they wont mind. I just got my credit card statement -and almost fell down when I saw the many charges from Zoho. I am pasting below. Can someone from Zoho PLEASE elaborate? 30 Jul Zoho Corporation 925-9249500 CA 278.61 U.S. Dollar 33.00 - What is this for? 06 Aug Zoho Corporation 925-9249500 CA 1 311.02 U.S. Dollar 156.00 - Subscription 13 Aug Avenues India Pvt Ltd.
Another way to invite to CRM?
Is there another way that someone can join our company's CRM other than via email? Perhaps a website link?
Custom fields linked to external folders
Is it possible to link using HTML a field residing in the CRM to an external directory on the network. I would have thought file:/// would work, but it doesn't . Any help appreciated
Expected Profit based on Expected Revenue and Probabiliy?
I really like the expected revenue based on probability. I think it's a realistic way to see the revenue pipeline based on what stage a potential is at. i would, however, like to also create an "expected profit" based on probability too. example, i have a $100K potential with a 10% profit margin that is 50%. The estimated revenue would be $50K thus the expected profit would now be $5K. It would be a great way to quickly see a realistic free cash flow for the forecast report. Any ideas on how
Replacing Chinese pick list values
All the pick list values in Zoho CRM have defaulted to Chinese text. Is there a way to change them to the English defaults? I could go through them one-by-one, but that will take hours. Alternatively, since I just started using the system, can I just reset it so that the database is initialized with the English defaults? I changed to Locale to the USA, but that hasn't changed the pick list values to English. Thanks!
Task reminder Notify email not working
Though I have my email correctly entered in my user profile, the Notify Email of Task Reminder does not seem to work at all. Is there anything that needs to be defined elsewhere? Is there a way to test whether sending mail from this feature works properly? Also, how can the time of sending be defined? ie: If I need to call back my customer at 9pm next Friday, I need the system to send me a task reminder email at 8:45 for instance. Since the task reminder form does only include a calender but no time
unc path
Hi Is it possible to have a clickable link to a network share on a CRM record? Thanks
unc path
Hi Is it possible to include a unc network path link anywhere in ZOHO CRM? i.e. a link to a network share to add into a record? Thanks
History for Mass Mail Contacts
No history record is created on sending Mass Mail Leads/Contacts. How can I know whether I have sent a mail to a customer or not, if there is no such record?
Sales Orders associating fileds
Is there any way to import or associate the address field of the SO whit the contact address so I don’t have to type it again?
Update "status" field through Conversion (Sales Order to Invoice)
If you are converting a "sales order" to an "invoice", is there a way of updating a field "order status",.....automatically. Can this be done through Enterprise workflow field update, or any alternative methods? So to confirm, I'm wondering if field updates can be established automatically, when converting (Quote, Sales Order, Invoices) Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Trouble in Uploading New Leads
I'm having trouble uploading my leads in Zoho. This was working before and now it's not. I'm currently using the Free Plan, could it that it has expired? Can somebody please help? Thanks, Karen
Automatic Update Notifications
I'm new to Zoho CRM and trying to work out if it is what our organization is looking for. One key thing we need is if a user adds a note to an account for a different user, the account owner receives an automatic notification that a note has been added, either through an email or a notification on logging in to the CRM. Eg a rule of: If Account Owner = xxxx AND Notes is updated by xxxx SEND notification to account owner This seems a basic functionality but I'm not finding how to do this. It could
Exporting History
I see that there is an import history. Is there a way to get a report history of who, when and what was exported from the database?
Linking Roles Under a Potential to Outside Accounts/contacts
When adding a contact role to a potential created under "X" account; is it possible to have the potential automatically show up under another account? Assuming the contact role I am trying to add is from a different account. If I need to enter a new potential under each Account with a role then it seems to give misguided revenue projections. If I create six different accounts with six potentials, it seems I would have six times the project revenue. If they were all linked under the same potential
Tax calculation limitation is a dealbreaker
We're currently evaluating Zoho CRM; I love everything about it, except tax calculation, and this may very well be a dealbreaker. Here is how tax works where we're located (Quebec, Canada): Subtotal: S Federal Goods and Services Tax (GST): S * 5% Subtotal after GST: W Provincial Sales Tax (PST): W * 9.5% Total = T The two taxes cascade. I can calculate a PST that has the GST contribution built-in and so both taxes are calculated as a function of S directly - however, in that case the PST is 9.975%,
Hi
Hi I need canceled my suscription, help me please
Linking Companies to each other?
Hi all, I am new to Zoho CRM, migrated from Daylite (Mac software). I wonder if there is a chance to link / connect accounts or contacts to each other. For example, when I link account A to account B, I can see (in both of their account details) that those two accounts have a relationship. Maybe A was B's old customer etc. On my previous CRM software (Daylite), I was able to link all types of accounts / contacts / potentials to each other. (Please see image) So something like that is very useful
Can I a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. Thanks Sumit
Populating Account (client) addresses to Account Contacts
We have imported all our Account and Contacts details from varyng managers outlook contacts. I would like to be able to add the Account (client) addresses to those individual Account contacts. Is there an easy, time efficient way to do this.
Field From Accounts to Contacts
I would like to take a field from an Account, we have prefixes for all Accounts to make them shorter, so its just 4 letters/numbers to identify the Account, so I want to take this prefix field and when a Contact is created under this Account the value from the prefix field goes into a field under the Contact. I have tried setting up a rule to populate the Contact field but was to no avail. It would be nice to have a mapping custom field type to pull information from the Account since the Account
How can I be sure my email has been sent ?
Hi, I'm now using zoho for more than 6 months. Great soft and all, really fine to tune. I have the "professional" version. My team and I use Zoho to send some emails (no mass emailing or emailing campaign, just one mail some times) BUT I can't be sure the mail was sent. Why I'm asking myself this question? Because sometimes I Copie Carbone Invisible myself and I don't receive any email... even when I check into my SPAM folder. So, HOW CAN I BE SURE MY EMAILS ARE SENT ? This is supposed to be a business
Invoice Number
How do I force the invoice numbers to begin at a certain number? Silvana Bello
Export in Excel Format
Hi, I can only export my account in CVS comma separated format, Since my CRM have some Arabic data, all fields filled with Arabic are not appear correctly, somehow using another Zoho product like recruitment, I can export the report as Excel file (.xlsx). and Arabic data appearing well! Kindly could you advice me on that ? Regards,
ZOHO & ZOHO CRM Reliavility, Backups, Availability Recov
Hi, Reliability. Backups, Availability, Recovery plans. Is there any Service Level Agreement about those subjects for ZOHO CRM customers? Thank you, DS
contact/e.mail functionality
I am about 500 contacts successfully loaded into Zoho CRM, but when I go to compose an e.mail, the contacts are not available to me. ie. I kind've expect it to work like g.mail when I can start to type a contact and it will recognise it. Surely I don't have to go to the contact, find it, copy paste it. Any help would be appreciated. Guy
Autoemail on closing Potentials
Hi Zoho team. Would like to send a template based automatic email to the Contact associated with a Potential after its status is set Closed won. Searched documentation and forum but did not find the answer. Could you advice how it is possible? Regards, Andrey
Can not change first and last name in my account?
The system returns a message that it can not complete the operation what can i do?
Field Automation Rules - New Field Value
Hi I have created an "Alias" field in my Contacts pages. I am trying to create a rule whereby, 1) When the record is updated 2) Update the "Alias" field 3) With the contacts Full Name. I have the rule working, as in it is updating the Alias field when edited, but I can't get it to pull the Full Name. I tried using ${Contacts.Contact Id} but it just displayed "${Contacts.Contact Id}" in the Alias field. Can I use tags like this? If so, what do I need? If I can't, does anyone have any other ideas?
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