Remove currency sign from Invoice
Hello dear Zoho Team! I am using russian language and everything is perfect since you added unicode support. But I have big issue with Invoices. My template is in russian and all is fine except that currency sign is in latin. It's non-acceptable. It must be either in russian also or disappear. Please advise how can I get rid of this. Thank you.
Activity Report Assistance
I am trying to create a report that shows all completed activities on accounts however I am having a challenge with the date criteria if I want to see all activities (tasks and events) to show up on this report - which filter date would one use? There is no complete date option and the other date filter options don't show all activities (need tasks and events on one report) I want one report that shows all items by the complete date. Any suggestions? Thanks in advance...
Attempting to export via XML recorded call data.
Prior to Feb 2009 this URL request was working. url = "http://crm.zoho.com/crm/private/xml/Cases/getAllRecords?loginName=bobs@pos-plus.com&apikey=XXXXXX$$& lastModifiedTime = ""2008-05-27 00:00:00""" The above line was pasted from the VB6 program. It was pulling all calls since 2008-05-27 When it was run a few days ago it only pulled calls after mid Jan 2009 and not even all of those calls were returned. I just tried it again and now only receive the following: <?xml version="1.0"
Thinking of expanding for organization
My company is planning on upgrading to the Professional or Enterprise version of Zoho. We have looked at this one and Salesforce.com. Obviously the price is a factor. One of the main things I, as manager, want to be able to pull a report on is # of calls / day or per week by rep. I have seen a few discussion threads that have me questioning if ZohoCRM will allow this. Do other users/managers have issues with this type of reporting from ZohoCRM? Any advice would be greatly appreciative.
Email 'FROM' field does not show name when using template
Does anyone else have this issue...? When using a template to send mail, it no longer shows the proper FROM name. It shows this: name@email.com And instead I want this: Name<name@email.com> So that when a recipient receives the mail it will show the persons full name, and not their email address. When I don't choose a template then it works fine. Any suggestions?
How to mark invoices as pid?
How do you mark an invoice as paid in CRM? Please note that I am not talking about Zoho Invoices, I am talking about the invoices in CRM.
Can't add user - Zoho CRM ID already exists
I have just set up a free Zoho CRM account and loaded all my data. I then tried to add a business colleague as a second user but when I use his email address as his Zoho Id it tells me this has already been used. This is because my colleague was also testing Zoho and so has created an account. He has finished testing and I now want to add him as a user in the Zoho CRM instance I have created. Where do I go from here ? Thanks for you help, Lisa
Sales Order in Multiple currencies
I'd like to add sales orders in multiple currencies. Like a drop down menu where I could pick the currencies available (finite list). Thanks
Case Management
Where we will escalate the Case and how we wil reply to customer. Can you please give me clear picture for this Case Management Thanks in Advance!
Contracts management
hi, We are a telecom company and we sale products and services: We are interested in Zoho Crm, but contract management seem to lack. When we sale a product, we offer a 1 or 2 year warranty period. We need to keep track of the information. When we sale Internet links, we need to keep track of the end of the contract. This module would be very important for us since a lot of services are sold by our sales force. Can you tell me when this feature will be available ? Thank you
Workflow Tasks
Hi, When creating a Workflow Tasks, for a potential, I would like it to trigger the "Closing Date" and not the "WFRule Trigger date". Please could you help? Roland
I only want to see MY tasks
I can't see a way to set up so that only my tasks, rather than those of the whole team, show in the window...what am I missing ? Thanks Peter Cowan
Email and Address Book
Is there a way to create an address book so it is possible to CC/BCC people on emails without having to manually type it in? I want to me able to click a lead/contact and send an email, but also easily add my co-workers emails to the message without having to manually type it in. Thanks!
Having trouble finding CRM acct
I am having trouble finding my CRM acct. I am logged in but it just takes me to mail acct. Please help, thanks. My website.... Hope 'N Housing Org is a nonprofit group that can stop foreclosure through loan modification or other foreclosure prevention services that are offered to Homeowners who need to stop foreclosure or need help obtaining a loan modification 1.888.696.5401 1.757.696.5400 Visit Hope N Housing on the web... http://www.hopenhousing.org
Importing to multi-picklists
Does anyone know whether it is possible to import data from a CVS into a multi-picklist field. So if an Account is both 1 & 2 and the multi-picklist goes from 1 to 10 I can import that Account and in the customer field will appear 1 and 2.
company announcements
Is there anyway to put up company announcements on the home page or any work arounds that anyone has come up with? I am looking for a way to let my users know if there is a big event coming up or new templates available for them to use.
technology to create a mobile CRM
Which will be the best technology to create a mobile CRM
Can "Notes" be searched?
Hi, Each time I have a phone conversation with a customer, I enter a note under the corresponding Account. Is there a way to list all the notes you have enter in the system and search through them? Thank you.
Recover Lost Quote Template. Avast Virus detection. H E L P!
Hi! Today I wanted to change my quote template and after saving the changes a window poped up with a Virus warning from AVAST. I closed th window with the warning and wanted to print out a Quote. After printing out the PDF there was only a white sheet! It seems that due to the virus warning an empty quote template was saved. When I now check my quote template, it's empty........ Can someone tell me how to restore the original Quote template? I don't want to start completely from scratch and I have
How do we set up reminders for Leads?
We have our employees going through their leads, but most of the time they end up needing to call back at a future time. Besides using the calendar, is there a way to set a reminder so that Zoho brings that leads back up in a couple hours or days or weeks for them to follow up with? Thanks, Arthur
Zoho virus?
I was working in CRM tonight w/ no problems and went back in later to edit a case when Avast popped up and reported that malware was found. It is reporting it as http://js.zohostatic.com/crm/v90/zohocrm.js\zohocrm and a file name of JS:Pdfka-DH [Expl]. Has anyone else run into this? I've been using CRM for a couple months now and have never seen this before.
How can i set a rule to assign leads by multiple states
I want to set a rule to assign leads to 2 salespeople, east and west of the mississippi. Is there an easier way to do this than specifying each state?
Reports are case sensitive - how to solve?
I'm trying to run an accounts/sales by destination report, however Zoho is not consolidating the country by country info into a single record - because it is recognising case differences. e.g. UNITED KINGDOM / United Kingdom / united kingdom / UNITED KINGDOM would result in four lines of the report - when there should only be one.
Zoho Mail / CRM Integration | Attaching attachments from email to a record in CRM
Will a user be able to attach an email and/or its attached files to any record of choice in zohocrm?
Z CRM Email templates
Is it possible to embed a form in an email template so that when the recipient opens the email they can read the it and fill out the form in the email? I have been able to embed the form successfully in the Z CRM email template, but when I received the (test) email, no form was included in the body of the email. Am I doing something wrong here?
Set the invoice template at a fixed height
I want to achieve that my company address is in a box at the bottom of the invoice and is always at the same spot. Best regards Benthe Jessen Trouville Furniture Denmark
Tracking responses in Z CRM about email campaigns
In my email campaigns, I would like to include a url link to be visited. Then there are two things I need to track: 1) If/when my email is opened/read 2) If the link in the email is clicked on Can Z CRM accommodate this?
Published dependent fields not working
I have the following problem: i created 3 fields: L1, L2 and L3 i created dependencies between the 3 fields When i create a new case WITHIN ZCRM, L1 and L2 dependencies work as promised L2 and L3 dependencies dont work all that well I then published the form in my web page including L1, L2 and L3 fields When enetering a new case, the dependencies are broken You can see the publised form at: www.procesoscomerciales.com/junk.htm If im doing something wrong, let me know Paul
WebtoLead in Flash
Dear all, Do you have a user guide or script for integrating the web into a Flash site. Your answer is urgent. Thanks in advance. Nicolas Nicolas Loeillot
Flagging locked accounts
Hi guys. Thanks very much for a great product. My users have asked if we can generate an image or change background colour depending on the entry in a custom field. I use a custom field to give credit managers the ability to lock accounts for customers that have not paid and incorporated work flows to email the required personnel. This seems to work OK, but some users just skim past the custom field. Is there a way to add a red flag image or change the background colour to red in the cases where
Ning site not working with web to lead form
has anyone had problems passing lead info through the web to lead form on a ning.com platform site? The page where I'm trying to do this is at: http://www.atgeist.net/page Nothing is passing through to zoho crm?
Changing a Lead to a Potential
I see that when I update a potential to 'closed' status it automatically creates an account. As I was testing out the lead functionality, I expected that when I updated a lead to 'pre-qualified' or some of the others that it would transfer to the potential category. Is there anything that does this, or do I have to manually update the leads to potentials? Thanks, Arthur
Forms not displaying
I can only create a new lead/account/contact etc from the Quick Create on the home page sidebar. When I select from the top toolbar or try to edit an existing record, the form is not displayed. All that is shown is two identical lines of save, save & new, cancel. I'm a new user so I may be missing something?
zoho crm maxing out resources
Hi, I'm using Firefox 3.0.5 on Ubuntu and notice that Zoho CRM maxes out my cpu. No other web app that I use appears to do this. Anyone else having similar problems? Thanks
Can't add New Contact, New Lead or New anything
Can't add New Contact, New Lead or new anything for that matter. For example I click on New Contact underneath the main tabs and the page reloads with the blue icon guy and the title Create Contact on the top left corner. Then on the right hand side I have * Required Field(s) and in the middle I have 6 buttons, 2 Save Buttons, 2 Save & New buttons and 2 Cancel buttons. And that's it. But where are all the fields in enter the data? The same thing happens for all the 'New' options. I've tried this
Linking Web to Case and Contacts
For some reason, when I submit a case from the Web to Case form that is provided, it doesn't link the case to an existing account in CRM. Is this by design or am I doing something wrong? I would assume the case would be linked up via the email address. Anyone see the same problem? Thanks! Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com
Tracking source by purchase order
The sales guys don't update their custom field Contact Status to SOLD! when a sale is made. By looking at the Purchase Orders, I can see what has been sold. I need to know the following information: What is the Lead Source (already transferred/mapped to contact) of each sale? I have a custom check box that is labeled "Called Us Directly" (already transferred/mapped to contact). This should be included in a sales report.I will keep thinking.
Views and filtering by date
I have a list of contacts with a last contacted date on them is there a way to create a view that list all the people I have not contacted in 2 months? I know I can put in a 'hard date' but I want this to be rolling so I do not have to keep on changing the view criteria. Thanks Gordon
Packet8 VOIP integration
Packet8 Virtual Office Interface for Salesforce and Netsuite is currently available... add Zoho! Please support Firefox.
can't open attachment in Zoho CRM to ZOHO sheet
First of all, I'm a new user of Zoho CRM and I like it. Used Salesforce herefore. I'm at the stage of discovering all features of the CRM Package. One of the things that's very important for me is integration with other applications. Mail, Sheets, Docs... In the last two days I tried to open files, attachments, in CRM with ZOHO sheets. These are all .XLS files. I tried it with Firefox, the plugin and today with Open IT Online. The only message I recieve is: Error Occured. I tried Open IT ONline in
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