Migrating to Zoho - Linking Contacts to products
Hi there, I'm trying to figure out the best way to import historical data about contacts. The scenario being that contacts have purchased various products in the past and we wish to preserve that information in Zoho. What is the best way to do this? Is it possible to import Sales Order to create the link between those customers/contacts and products? How have other people approached this? It seems a shame that you are losing all of that data by moving to Zoho.
PO the other way around!
Hi, We are a software company. We received PO's from customers then invoice them back against the PO they sent us. Now how can I do that from Zoho CRM. From what I understand, Zoho let's me send PO's to vendors. Please help. Thanks
2 different autonumbering fields per category
hi, i want to add two different products auto numbering fields. dependent on the category - hardware or software. so when product is hardware, the software autonumbering field stays empty and visa versa. is this possible ?
Change of defalut field types
Is it possible to change the default field types. I would really like to have a picklist for country rather than an open text field. I could create a custom country field but that would not be efficient. Many thanks
Case field question
It is possible to do this: When I create a new case, I have a field that is a lookup for contact name. When I choose the contact I want their email to automatically fill in the email field in the case. How do I do this?
Date Format for Creating Views
I am trying to create a view based on a date. I am not sure of the various operators available and would appreciate feedback. As an example, I want to show everything with a due date within seven days and overdue. The logic would be simple.... Show everything before 7 days from now that is open. So I would think the formula would be "Today +7d". However, I only get errors no matter how many variations I try. Can somebody please tell me the date formats? Also, if there is a list available of all possible
Changing date notation
Hello, Is it possible to change the date notation in the Zoho CRM software?? I need to import leads but here in the Netherlands we use a different date notation. so all the dates are wrong. This is essential for the use of your CRM software. A beta will be fine too. Greetz Sporedd
Problem - Web To Lead is having problems today
Noticed that web to lead is not functioning correctly today....People click the submit button, and then system hangs, and does not go to the 'return url' Getting mutliple leads becasue people keep clicking submit button. Please Check!
Macs and Document Issues
Hi, brand-spankin' new Zoho CRM user here... My partner is on a PC and I am on a Mac, and we're uploading our info and beginning our zoho experience. As we are testing the CRM functions, I'm concerned about a situation I encountered. I can see a Word attachment, but when I click on it to open, I get no response. Is this a Mac issue, a setting issue, etc.??? What's up? Has anyone encountered this and/or can anyone help us? Many thanks!
Invoices and payments
I would like to be able to create an invoice against a sale that includes only a partial payment. The invoices only let me invoice an entire product. For instance. I have a product sale of $500. I agree to have customer pay $200 now and make payments of $100 each month thereafter till paid. I want sales person to follow-up with new invoices as well. It would also be nice to have a payments section for invoices/sales. Thanks. William
Securing company client data
Hi! Is there a way to protect company client and leads data from its own employees? If we consider that all CRM users have permission to login into the system from their homes, they have plenty of time to use it in any way they please. Even if they do not have allowed export function. Any experiences in this community with that? Marko
Send Mail Not Working
This seems to be related to web to lead not working, or sending auto response and going to return url. Please fix this quick!
ZOHO CRM in Dutch
Dear Sir/Madam, As of today, we are planning of using Zoho to enhance the quality of service or our organisation. Even though we have a lot of experience in English as a language, would it be possible to create a Dutch language setting for at least Zoho CRM? If yes, we would be willing to set to a trainee work to deliver the several translations within the next few months. Kind regards Friso de Jong Silverback www.linkedin.com/in/frisodejong Friso de Jong
Firefox 3 and Email signatures in ZOHO CRM
I recently upgraded to Firefox 3 - please note it caused my send mail signature in ZOHO CRM to scramble and not work correctly. After I downgraded back to Firefox 2 everything started working properly again. So if anyone experiences this problem Firefox 2 should repair it until Mozilla addresses the issue.
Dependent Field Mapping based on 2 criteria?
Is it possible to create a dependent field mapping (or 2 dependent field maps) that would allow for two variables to take place before the child field could be populated? Example: IF "X" AND "Y" then allow dropdown choices? If I have a task, and I have a dropdown box for type of task (call, email, letter), then I want to make the child field dependent on the parent field (call made, call left message, etc)...but I also want to make the child field dependent on the task being marked "Completed" So
Access Denied - Urgent Help Please
I am getting this error when logging in on several panels and a lot of the tabs have disappeared: Access denied. If you are the administrator, please update your profile settings. Otherwise contact your administrator to enable the access. I am an administrator and have checked all the profiles and permissions and all look ok. Nothing has changed I just logged in and now cant do anything. Sent an email to support but no response yet Any ideas?
Disable Export via Roles
Is there a way to create roles that enable or disable the ability to export leads or contacts?
Duplicate Install
Is it possible to duplicate a CRM install for a new client, including all custom fields, workflow rules, etc?
Using Existing Webmail with CRM???
We are wondering if anyone is using their webmail directly with crm, It seems logical that you could do it all online???? Example using Yahoo mail with our contact list.
Web to Lead enhancement status?
I have been unable to use Zoho CRM for a couple of clients because the Web to Lead function does not allow automatic capture of the Campaign Source. On one of my smaller clients we have come up with a manual workaround using a hidden custom field in the Web form. But even with a small number of leads it can be a real pain. Can you give us any idea when we might see that capability?
Anybody here in the training business?
Hi, If you're in the training business I'd love to get a glimpse of how you've set up your various areas like sales orders, products, and others, etc. We're just getting started with Zoho and are still in the confusion stage. Thanks. Jerry
Outlook integration suggestions
Dear developers, First of all, thank you for adding category sync to the latest Outlook plug in version. A great help. However, in my humble opinion, the plug-in requires some critical functionalities if Zoho ever wants to become a serious presence in the business/corporate environment. These observations are based upon my evaluation of Zoho and the Outlook plug-in (version 6.2.4) for my company (15 people). NEED to have: 1. Ability to sync any Account or Contact of which I'm not the 'Owner'. Various
API security
Hi, The CRM is really your ultiate tool. I'm trying to secure communication with external applications. Though, I would like to be able to: - restrict API access to a list of calling domains (or IP) - restrict API calls to a list of tables (or the reverse) Thanks in advance. Regards,
Decimal appearing as currency on invoice print preview
My custom decimal fields are appearing as $XXX.XX on my invoices / print preview instead of XXX.XX . I think this is a bug? thanks!
competitor task
how to know the competitors task in zoho. give solutions for this.
Spanish translation bug
The field "Factura Date" (invoice date) is not well translated in the spanish version of Zoho CRM. Please correct to "Fecha Factura".
"What's New" features link
Is there any way to copy Zoho Sheet and have a link at the top right that shows what the latest updates to Zoho CRM are? I know a lot of us request features and it would be great if we could check via a link to see if those features have been implemented. Link in Zoho Sheet under "Features" - http://sheet.zoho.com/features
weekly status task
how to know the weekly status task. tell me the solutions for this
Importing Products
Can anyone help? I am trying to import an Excel spreadsheet which according to instructions I can import upto 1500 items at a time but but I have over 3000. I reduced the file to 1400 and then 1000 and then 900 because I keep getting the same error massage that you can't import more than 1500 items at a time. Any ideas why I am getting this error message. Thanks Andrew
Web to Lead: How to make a check box "hidden" &
Dear all, HI! How are you all? I would like to know the syntax for HTML of web to lead page where I would like to: ==> Have a box box value set to "true" or "checked" AND hidden from the page? I have tried many attempts like: - <input type='hidden' name='checkbox_1' value='0'> - <input type='hidden' name='checkbox_1' value='checked'> None of the above worked! Please kindly help Sincerely, David
Choosing contacts to synch with Outlook
It would be great if you could filter or choose the contacts that you want to synch with Outlook. We have multiple divisions in Zoho and certain users would only want to synch their divisions. Patrick McPherson
creating custom CRM View
Is there a way to create a custom view for contacts and filter by searching for an empty field. Basically I have a field in CRM, and I want to find all the ones that have not been categorized yet and update them. So I need to create a view that basically says: "Field" "contains" "(no data)"
ZOHO Sheet View for Activities
Hello is there a way to add ZOHO Sheet View to the Activities tab for use on Events? The funtionality is required to populate the the data of a large number of Events in a timely manner. Many thanks Moderation Update: We have another post capturing the
Can We Change Displays Fields for Member Account List?
Under an Account in the Member Accounts section, it displays the member account's name and the field data for phone, annual revenue and website. How can I change the Member Accounts display fields to show different field data such as email address and number of employees? thanks chris
Sales report
Hello, I want to make a matrix report of the Won potentials by product name and account site, but the customizable column heading just offers me 3 possible fields, which is pretty disappointing Can you help me?
Edit page layout bug
Hi Nothing happen whan I drag a field from "Available field list" to "Selected field list". Because of that, I can't reselect a field that I hide before Can you help me?
Quote customization bug
I am trying to customize an inventory template ("Quote"). When I use the tag ${Accounts.Parent Account} I get the 'Account Name' instead. I believe this is a bug, can you confirm it or post the correct tag please?
Use of Lead Name in Email Template
Trying to create an email in CRM to confirm receipt of lead information. Would like to use "Dear Mr. Jones" - however, "salutation" is does not appear to be a field available to the email template. So have to use "Dear Bob", which is a little too informal. Am I missing something? Thanks Steven
The Russian language
All greetings! When will the service be available in Russian?
Exporting Invoices from Zoho CRM to Quickbooks
I am currently working on a setup to export data (ie. Invoices, Purchase Orders, Sales Order, Product. etc) using excel into Quickbooks. Has anyone here successfully implemented such a process? Would like to collaborate/share ideas with others on this process. Any one interested in doing this? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.html
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