Default Data Entry
Is there a way to have a field such as State, prepopulated with my defautl State?
How does one Create a Call Log Report ?
I am simply trying to see how many calls I make per day and who those calls are to. I just need to see a tally of the notes I've entered or some sort of count on what customer I entered a note for in a given time period. Ie..a report broken down by summary account detail that I entered a note for today. Is this possible?
error with API URLDownloadToFileA & 4832
Hi ! I am Using the URLDownloadToFileA API from PsWindowsXP in a VBA for Excel. when I use the following link in my script I have a relevant result : http://crm.zoho.com/crm/private/xml/Accounts/getMyRecords?ticket=xxxxxxxxxxxxxxxxxxxxx&apikey=xxxxxxxxxxxxxxxxxx When I use the follwing link, the script generates an error (I only change Accounts to Quotes): (URLDownloadToFileA returns the error, that problably means windows dod not manage to open the link) http://crm.zoho.com/crm/private/xml/Quotes/getMyRecords?ticket=xxxxxxxxxxxxxxxxxxx&apikey=xxxxxxxxxxxxxxxxxxxx
Is there any way to unify the Source pick lists?
I'm very happy with most of the features in Zoho CRM, but I would like to have a global pick list for "Source," whether it is "Lead Source" or "Contact Source" or "Account Source," so that I don't have to modify the pick list in multiple locations every time I add a new source. I want to be able to track the same sources in all of the modules. Any way to do this? I couldn't find it in the documentation. Thanks! Steve
Is it possible to create a report based on the quantity selected in a sales order (Not the sub/grand total)
Is it possible to create a report based on the quantity selected in a sales order (Not the sub/grand total) If not can I raise a feature request that will allow you to do this as I have tried in the report generator to be a able to do this. Also, is it possible to get a calendaring system into the 'Products system' so that the 'Products' can become hired products that are out for a certain period of time.... Many thanks
CRM Zoho and Iphone
Hi, I'm just bought iphone apps from(Martin Henke) and try to connect and synchronize with zoho crm, but it's dont work. There are solutions ? Regards,
mobile interface
Hello, do you have a mobile version of zoho crm in order to us it with my black berry. (mobile version = light htlm page zoho crm adapted to mobile device) do you have a french language version of zoho crm thank u for your answer steven France
criteria for view based on activites
how to create a view that lists all contacts who completed a certain task? for example, i have an activity called Answer Survey. then i want to see all contacts who have that activity.
Convert Contacts into Leads - or - Approve Leads from Outlook Contacts
Hi everybody, I have succefully imported all my Outlook contacts to ZOHO CRM. For me my contacts "5000+ collected over many years") are the "raw material" on which I would like to work now for a new project. Unfortunately I can not convert from contacts in to leads in ZOHO CRM. As second attempt I imported all 5000+ contacts from my Outlook into the leads section, because I hoped that I can “approve them individually” (as described in “Leads created through Web/Import will not be included in the
Task Reminder Popup
Hello, One of our users has an issue with the task reminder popup. The popup appears on his task bar but does not open up on his screen. This means he has to look for his reminders on his task bar and open it from there instead of it populating on his screen. I do not seem to be having this problem - mine works fine. Any ideas? nbeck09
Approval of leads (from imported outlook contacts) - search by name or company
If "approving leads" (from imported outlook contacts) I can not search by name or company and thus have to browse through all 5000+ contacts (maximum 50 per page). This would be very helpful and avoid browsing through endless pages.
Creating new leads - sourcing from existing contacts
If creating a new lead it would be very helpful, if I could use an existing contact from the contact section in ZOHO CRM.
How to convert contacts into leads - or - approve leads from imported outlook contacts
I have successfully imported alle my contacts from Outlook to Zoho CRM contacts (and leads). Now I understand my contacts as the "raw material" which I will approach in order to turn them into leads and then hopefully into customers (contact -> lead -> customer) Unfortunately I don´t know how to turn a contact into a lead! Can you please help? My second attempt involved importing all contacts into the leads section because I hoped to qualify them with the "approve leads"-function ("eads created
Converting Contacts to Leads to Customers (or qualify imported leads)
Converting Contacts to Leads to Customers (or qualify imported leads) Hello, I am sorry to bother with an apparently simple issue, but I am new to SOHO CRM and I already searched for more than 1 hr but can´t find a solution to my problems. I hope somebody knows the answers. 1) First I imported all of my 5000+ contacts from Outlook to the Zoho CRM contacts and leads section, because unfortunately I don´t know who to import only selected contacts! Is there a way to only import selected outlook contacts.
forms show up field-less?!
i had an account for Zoho Creator and just signed up for a Zoho CRM account. i haven't customized any fields, but i see them in Setup mode. then i try to use the application and click on "New Lead" or "New Contact" or New anything and i get a form with no fields, just the buttons Save, Save & New, Cancel, two rows of them. what did i do wrong? and what can i do to correct it? i was able to create using Quick Create, for example, an Account but when i try to edit it, it's the same problem---no
Due Date / Calendar
Hello, When inputting a due date for a new task, both a drop down box of dates previously input and the calendar option appear as ways to choose the due date you want The drop down appears over the calendar and when you click on the calendar, both disappear and you have to click on the field again to get the calendar to pop up. We'd rather not have the drop down of previous dates input appear because due dates will always be different. The calendar option is better. Is this a bug? Or is there
importing Modified By
i need to import from a CSV/XLS file into the Contacts module. the spreadsheet contains Date Created and Date Modified columns. is it possible to import those into the dates in Created By and Modified By fields in Contacts?
Click to Dial Customization
Can we use different code to replace skype?
populate users in new custom field
Hi, I am trying to add a new custom field that would allow the sales support team member names to be added. However, I would like to add the names from the zoho user list (users I have licenses for). This would allow it to automatically populate from the user table rather than I having to add a pick list and then enter names of team members that would not be automatically updates as people come and go. I realize that the leadowner/accountowner/potentialowner are all taking this name from the same
Can't see account or contact in task
Hello, I created a workflow that after a sales order is aproved, it creates 2 tasks: email after 1 day, and contact after 15 days...the tasks are attached to the sales order...the problem is that when I try to visualize them, I can't see who these tasks refer to, because they aren't connected with account or contacts.... is there a way to connect them with the account? thanks, Jeff
Inactive User's Using Up a license
Hi Zoho, I have 5 active users and a number of inactive users. It seems that the inactive users are still using up a license as I cannot add anymore users. I have a subscription and should have at least 5 more users available; however, Zoho CRM tells me all licenses are used up. Please help.
Validating required fiels in a web form
I'm trying to validate required fields in a webform and I'm running into trouble with the javascript tools I'm using. The ZohoCRM variables for First Name and Last Name don't work well with javascript because variables with spaces aren't valid. Has anyone figured out how to force users to complete these forms using a field validation tool that accepts spaces? Or, is does anyone know of a work-around for javascript? I tried the obvious solution and removed the spaces from the variables. When
Workflow tasks
Dear Zoho, When creating a Workflow Tasks for a potential, I would like it to trigger the "Closing Date" and not the "creation date" of the potential. Please could you help? Roland
CRM Calendar Times Not same for all users
We are having an issue with the CRM calendar. It shows the same event at different times for different people. For example: I can input for 12pm to 1pm. It will show as 4pm to 5pm for someone else. I have checked and we are on the same time zone. Please help.
Searching on null values
I'm trying to set up a report to find contacts that do NOT have email addresses. I've tried this in both the Contact tab and Reports using "Is Not Empty", but contacts with no email value still show up. What am I doing wrong? Any help greatly appreciated!
Lookup fields in "organize ... details" sections for all tabs
I have been evaluating zoho CRM for the last few weeks. Unfortunately my original excitement has been winding down as I stumbled upon some "show stoppers" with the functionality. Unless it is fixed I will likely move to other products. Here is my problem: It appears that system developers assume that sales is a "waterfall" process (i.e. it neatly moves from the phase 1 - to - 2 - to 3 ... until the deal is closed. In reality it is often an iterative process. As such we may start not with the lead,
The Indirect Channel - Agents, distributors etc - A newbie query
Hi, This may be a really simple newbie question. so apologies in advance. I get the whole B2Customer CRM system for getting a lead => contact => opportunity => sell => invoice etc. but how do I do the following 1. I'm setting up a distribution channel so I need to go lead => contact => Sign up as a distributor/agent etc I don't actually sell them anything...however i need to track their leads/contacts/opportunities/orders so at the end of the year, I know what business they have generated.
Assigning a Task?
When I create a task I can assign an owner, effectively making someone else responsible for the task. Is there no way however for me to keep that task on my task list as an assigned task, or on a "watch list" of some type? With MS Outlook for example I can assign a task and choose whether I do or do not want the task to also show on my task list if I want to keep on top of it. If there is no "explicit" way to do this in Zoho, is there a workaround? Thank You
Why Can't I See All Tabs
I hate having to use the little arrow to select other tabs. It's a CONSTANT slow down to my work. Why limit users to seeing 10 tabs? Let the admin decide! If there is a setting under setup to change this, I cannot find it. Thanks
Inventory Management
How do I use the product quantities in the PO to transfer into inventory?
Cannot add more than 2 products on quotes
Dear friends at Zoho, My quotes module isn`t working. When I`m adding products to the quote, it stops adding after the 2nd product is placed. I customized the quotes module but I really can`t figure out where the problem is. I`m waiting for your answer so that I can continue deploying Zoho in my company. Thanks in advance, Leo Kuba Sao Paulo, Brazil
Could use a litle help on product forecasting
Can someone give me an example of how they are using the system that might address what I am looking for? THE REQUEST: In order to forecast manufacturing I need a report by month by product to show what we need to build based on what our staff is projecting I tried customizing potentials with some custom fields and it will not give me the details grouped by product and totaled quotes does not offer any option to see the individual product items within a quote and only gives upper level quote report
What are the differences?
What are the differences between Lead, Potential, Quote and Forecast?
Potential, Quote, Forecast, Lead
What is the difference between all of these?
How to become really competitive
In order that Zoho CRM becomes really competitive among competitors, Zoho CRM should: On the technological side: - Integrate with Zoho Docs, Zoho Project, Zoho Invoice, Zoho mail - Integrate with CTI providers like Vocalcom, Cosmocom, Asterisk (Opensource) - Integrate with CMS providers like Joomla, Thypo3, etc... - Integrate with main ERPs providers like Microsoft dynamics, SAP, Oracle (Strongest point of sale) - Offline version allowing sincronization with Online (same design, same enviroment)
email template
Hi, We have 5 users, and we are sending manually email templates from potentials. For couple of days now, it seems that the email template have to use a predefined email address and not the email address of the user loged in. Please could you help me to find how to go around that? Roland
Email from/insert to a Case
It would be nice to email from a case and insert incoming outlook emails into a case.
Terms are cleared/erased when Cloning a Quote?
I recently needed to 'Clone' the same Quote for sending to many accounts. I notice that each time I Cloned the Quote and then selected my new 'Account' & ''Contact' (both lookup fields), the "Terms" field gets cleared from the Quote. As expected, after you select/change the 'Account' & 'Contact' fields, the 'Ship To' and the 'Bill To' fields re-populate with the data stored in the selected Account's record (perfect). But for some reason, the 'Terms' field on the Quote gets cleared too. I would
Special Characters in Product Code
I just had to remove the " next to 30" (thirty inches) in many products that a sales person just added because he was unable to add them to a quote. Please disallow these characters when entering them in the field or allow them to be added to quotes.
How do you mark an invoice as paid?
How do you mark an invoice as paid? Please note that I am talking the invoice feature in Zoho CRM and NOT about the Zoho Invoices.
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