Generating a "Service Ticket" from a case
Hi there, I would like to have the ability to generate a serviceorder/service ticket from a case. The scenario is as follows: We are running a webshop selling a wide range of products. When a customer reports a fault we register it as a case (so far so good) however, if we would require one of our Service Engineers to get his toolbox and visit the customer we would like to generate a serviceticket on e-mail (we don't want all the serviceengineers to get access to zoho crm) Is it possible to solve
Validating multiple field options in Zoho form.
Hello, I was hoping someone could help me out with this, I am still very new at coding, and the only validation script for a pull down menu with multiple fields I can get to work is the following. However, when I use this, it transfers the option number into Zoho instead of the actual field name I want: function validateForm(objForm) { var returnStatus = 1; if (objForm.Make.selectedIndex == 0) { alert("Please select a Service Level"); returnStatus = 0; }; if (returnStatus)
How to manage an agency where my products are people?
I'm having difficulty keeping track of my "products" which are people. Models, Performers, etc... Does anybody have any tips on how i could structure my "stock sheet" and view my calendar so that i could have a global view of each person i book? As well as have full track of their past jobs... I'm open to all suggestions. Cheers
Zoho Domain Hosted Mail and CRM Mail Add on
I'm confused and maybe its because I've been staring at this too long. Hopefully someone can help. I have set up email hosting for our company domain (mydomain.com) by following the instruction found here: http://adminconsole.wiki.zoho.com/Mail-Hosting-for-your-Domain.html More or less, this appears to be working fine and I am receiving domain emails in my zoho inbox. Now I want to integrate this email with Zoho CRM using the Zoho Mail Add on. I've followed all the steps defined here, http://zohocrm.wiki.zoho.com/Zoho-Mail-Add---on.html,
Zoho Calendar & CRM Calendar
Why oh why does the CRM Calendar not synchronize with the Zoho Calendar ? I can understand why you have not implemented synchronizing the CRM Calendar with Google, but to not synchronize with your own online calendar is ridiculous. Please can we have a time frame of when this will be implemented. Thank you.
Linking the CRM Calendar to the Zoho Calendar
I'm probably missing something, but the Calendar in Zoho CRM does not show any of the appointments I have scheduled in my Zoho Calendar on my homepage/dashboard. Is there a way to link these so my events show up in the CRM Calendar? Thanks, Teg
Global Search and Recent Items - move to the top (mock up attached)
A simple mockup. The recent items would drop down when clicked on or hovered over. The list would retract as soon as you moved your cursor off any part of the list. List 10 instead of 5 with maybe a link to "View More..." at the bottom. not sure where to put the "search layout" link and "show only my records" check box.
Restore Attachements Zoho CRM after Backup
After i request a Backup of all data in Zoho CRM i recieve 2 folders a) the tables in csv format data.zip b) a folder full of attachments attachments.zip How do i restore the files in attachments.zip as these files have no extension ??see tha attched txt file foe an example on how i get attachments.zip Thanks...
How to edit Product Details?
Help.
Sharing contacts with all users
Is it possible to sync any account or contact, even if I'm not the 'owner' ? I have 6 people that need to be able to sync all CRM contacts to their outlook.
Problem Email, etc
Hello I have a Free acc CRM. I was trying ZOHO Business and I insert a new app CRM ZOHO. After that, I Cant send Emails from CRM any more, The language was Portuguese and become english. I cant make changes to the language. Can anyone help me? Thx Mauro Gold
Zoho putting line breaks after emails in Workflow Alerts
At the moment, after you create a workflow alert if you have multiple emails. such as example1@company.com,example2@company.com,example3@company.com,example4@company.com This will work fine, but as soon as you create it it'll change that field to display the emails as such; example1@company.com, example2@company.com, example3@company.com, example4@company.com The workflow alert still works fine, but if you ever want to edit the alert in future you will be presented with this generic error; "Insufficient
Column Sort Order
When clicking on a column, can it be made to sort arrow down first? When sorting by PO Number or date for example, it sorts oldest to newest. Sort newest to oldest on first click please.
Contact Info Parsing - Cut/Paste or Plugin direct to Zoho
I can spend a lot of time importing or making new leads. It would be cool if I could copy a big email signature or web page content with contact info and paste into a form and Zoho automatically detects name/email etc. and makes a lead record. Similar to how ContactCopy works.
Editing the title of section in Tasks : Edit Page Layout
When editing the title of a section, it changes the title of the section ABOVE it and not the one you are actually editing. Just now, in order to rename the title of the LAST section, I had to create a dummy section below the last section, rename that, and then delete it.
emails
Hi, I've a question about mass mailing. If I have duplicated contacts with same name, same address and same mail. Will Zoho send two emails to this contact or one? Thanks, Judith
Is there a way to create a "pop up" window in creator permalink?
For people visiting the permalink address to one of my zoho forms, can I create a pop up window either automatically or when they click on a particular field? Thanks in advance for your help!
Custom Activities View | "My" Todays Activities and Past Due
Maybe I am missing something, I can't figure out how to create a view. We need a custom View for each sales representative that shows only their activities for the current day AND past due. I understand that a Global "MY CUSTOM VIEW" is not possible so I would create duplicates for each user.
Complex formula field!
I know some of you guys love this sort of thing! Basically I want to create a field which will look at another field - Accommodation Rating - and look up the weekly rate for any of the 5 values in Accommodation Rating. Do I have to store the weekly rates in a different field somewhere else? I took a look at Lookup fields, but they only work if the information is in a different module altogether? Please let me know if anyone has any advice Thanks!
creating custom chk boxes: can't add more than one per sessi
http://www.crm.zoho.com/crm/CreateCustomField.do creating custom chk boxes: can't add more than one per session? I've been trying to create new chk boxes but the UI always returns me to http://www.crm.zoho.com/crm/CreateCustomField.do with my last data field entry which is not the usual behavior. Please advise. Dennis dgd
Search Bar not working in Activities Tab
It works in the Leads Tab however.
Sales order being counted twice.
I've attached a picture above of the problem we're having. We have a sales order with 2 products. The sales order total is £19,575.00 and this displays fine on the sale order. When I go to the dashboard or report however - it's counted twice. at a total of £39,150.00 for some reason. Can anyone tell me why this is happening? While I'm here - I'd like to request again that the functionality to be able to add custom fields to sales orders
migrate data from crm is greyed out
i have transferred to the 15 day free trial of enterprise from free - the migrate data choice is greyed out - is there a solution as i need to import events i saw in late 2009 that migrate was a problem is this still the case?
Search an account
When I try to search an account I: 1. Click the Accounts tab. 2. Type in the textbox 3. Click go I always recieve the same error msg :"unable to process your request" How do I solve this?
zoho CRM - how to combine marketing campaign a list of leads selected?
how to combine marketing campaign a list of leads selected? seems that it is not possible with the free version this is true? which version is available feature?
Bug in Potentials module and forcasting module.
If I convert a lead to an account and create a potential - then the potential name is pre-populated with <account name>-. If I create a potential from an account the account name is not populated. The problem with this is that if you go to the forcasting screen, because that does not display account name and only potential name - you end up with some potentials (lead converts) with xyzcompany-<descriiption of potential> and some with <description of potential> only. This means that this screen is
Can't Figure Out How to get Sales Oders and Zoho Invoice to work Correctly
Here's our Scenario: We provide software consulting services to large companies. Often, we will have 5-10 different SOW's (statement of Work) in force for a particular company. Each SOW typically has a budgeted value and we bill against these SOW's in Milestone or Billable Hours. I want to set-up a "sales order" for each SOW that will be used by Zoho Invoice that automatically used the specific SOW information and contact name. It would be awesome if Zoho Invoice could tell me how much un-billed
Having trouble understanding multiple users on Free Zoho CRM account
I have a small organization with 2 users (myself and one external sales person). I thought I'd try out Zoho CRM and so far I like what I see. But I'm having a really hard time understanding the whole multiple user model. I'm hoping someone here could just explain it a bit better than the Wiki/Online help (which really doesn't explain anything other than how the screens look). What I have done is create one Zoho account for me. I have put a few leads, accounts, potentials in there. Now I want
ZohoCRM- Copy Customization available with Free Version?
Zoho.com lists Copy Customization as a listed Administration feature. I've created a new free account and I have added a second user. Copy Customization is not in view under Admin Settings. Is Copy Customization available with a free ZohoCRM account? JP
Print Leads seperatly
I have created a specific lead view using criteria - 1000 records down to 10 I require based on criteria. Now I have my 10 leads I need to print one per page to give to my call associates to call and make notes HOW?
Contacts not saving-to accounts
Hi all, We are having a bit of an issue with the add contact function of the account details page. Upon adding a contact and clicking save, the page navigates back to the account details and scrolls to a red arrow. the problem is that the red arrow points towards a still-empty box where the contact should be! Any help is much appreciated! Cheers
Need help formatting Date output in templates
I am working on a customized template for creating quotes. I have 98% of the process done correctly, but I am running into a wall formatting the date properly. The way our version of Zoho works all of he dates are expressed as MM/DD/YYYY. This is fine for the data entry, but when I create a document I want it to show the date as Month, DD YYYY - For Example - January 5, 2010. How can I do this?
Need Help formatting Line Breaks in Addresses when creating Templates
I am creating a quote template and I have 98% of the formatting complete. A problem I am running into is how to handle he spacing between lines in the formal Address Area of the document. I want there to be no extra space between the lines - just like you see within the paragraphs here when they exceed a single line. Instead, every time I hit the enter/return key to place the Street address or city, State Postal Code on a separate line it creates a double line space. Is there are way to avoid this?
Import from Access database
I am attempting to import my customer database from Microsoft Access into Zoho CRM. I want to bring in both the company name and the contacts and have them associated of course. When using the migration tool it asks me to choose which module to import to, either contacts or Accounts. How can I get the contacts to be identified with the Accounts.
E-mail address validation too strict
I cannot add an email address in the following format: Bob.R.Smith.-ND@company.com The CRM validation rejects the .-ND part of the e-mail address with the error, "Please enter a valid email." But it IS a valid address. Can this be fixed quickly please? We have a large list of contacts from a client company that uses this format. Taylor S. Client Service Manager
New Features
There are so many posts on what people are looking for in Zoho CRM to be released. Ive listed some below but wondered if ZOHO could give us all an update on these progresses instead of its coming. Maybe are they coming 1st qtr, 2nd, 3rd, etc? -Blackberry/Iphone Moblie CRM Access -Email Templates- Being able to create your own HTML with images and stuff rather than using source codes.Making your templates more editable and have headers/footers, etc like salesforce does. -Calendar within CRM -Call
Reinvitation cannot be sent as users selected are already added in some other crm account
One month ago, I added a user to Zoho CRM. Because of a mail problem, she couldn't accept the invitation. Now, I tried to Re-Invite her, but I get this error: "Reinvitation cannot be sent as users selected are already added in some other CRM account". How can I solve this problem?
CRM Trial Enterprise Edition with no Field Updates
My trial edition says that it is the Enterprise Edition yet I cannot do Field Updates on Workflow. I am wanting to do a complete evaluation of the Enterprise Edition. Can someone help me?
Is it possible to embed Graphics in Inventory templates?
I am creating a customized Quote template and I want it to include our company header and footer. Currently the only Image I am able to embed in the template is the tiny logo we use here in Zoho to customize our copy of the system. Does anyone know of any method for embedding a graphic inside the output document?
Email Template Tutorial
Is there a tutorial or manual of some sort to explain email template creation? Paul
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