Sample Inventory Templates : Quote
Dear Zoho CRM Users, Everyone needs Inventory Templates as per their business requirements.Here i have attached a few sample templates for Quotes.If you have different model of Inventory Template, Please share with other Zoho CRM Users. <TABLE style="PADDING-RIGHT: 20px; PADDING-LEFT: 20px; BACKGROUND: rgb(255,255,255) 0% 50%; PADDING-BOTTOM: 20px; PADDING-TOP: 20px; -moz-background-clip: -moz-initial; -moz-background-origin: -moz-initial; -moz-background-inline-policy: -moz-initial" cellSpacing=0
Reports
Hi, we designed a specific report that we have been using for a couple of years now and yesterday it did not show up. I got a message saying something like "No data available" . I changed my browser from Firefox to Safari and in Safari the report was available. Is there a problem with Firefox now ? We have been using this browser for years generating the same report and it was working just fine until yesterday. Thank you,
Sync event to google calendar
Hello One question, if i make an new event to an account in Zoho CRM, is since ok! Now the event is synchronized with google calender, in google calendar i see the event and also the description of the event but i do not see the account? How can I change this? Thanks for answers, Rolf
I want you to improve（KAIZEN）ONE MORE TIME. {I want you automatically to calculate a consumption tax of estimate(invoice).}
Hallo, I use CRM for 4 years in JAPAN. I may continue appealing for some time all the time. When I make a written estimate(invoice), I cannot calculate a consumption tax automatically. I have sometimes suffered a loss. Please I want you automatically to calculate a consumption tax of estimate(invoice).!! I want to improve one more. I want to replace item!(Like a zoho invoice.) When I want to insert an item,I must delete under the item. I want you to do something about that. I love zoho!!
I Have no convert button to change lead or oppotunity into customer
Hi I have searched everywhere there is no convert button
¿Limits importing data to Zoho CRM?
Hello, I am new here. I have a big doubt. I'll try to explain it in English (I am a Spanish user). I have the FREE CRM (we are only 3 people). We make phone calls, so the number of contacts we need is unending. Up to now, we have imported/exported around 3000 numbers (we have around 600 always online). Today, making my usual import processus, the following note appeared: LO LAMENTAMOS, HA LLEGADO AL LÍMITE MÁXIMO DE SU EDICIÓN ACTUAL Translation: SORRY, YOU REACHED MAXIMUM LIMIT IN YOUR CURRENT EDITION
Sales Pipeline status by month repoirt
I would like to take each unique potential Company Name / Potential Name and show the stage status at every month end or lase Monday of every month How can I do this? Thanks
Report Parameter question
I need to get a report showing the stages of each active potential for a weeks time period So for as of 5/27/13 I need to see what the status of all my accounts were on this day. Do I have the correct parameters If I use an advanced range of 05/21/13 to 5/27/13 I do not get all the accounts. when I use 01/01/13 to 05/27/13 some accounts do not appear on my report. I would also like to run this for a specific time period on any given day. I was told the only way this can work is if I run the report
Pop up reminders on Closed or Completed Tasks
Hi there, As part of our processes we like to follow up on a closed task, to ensure someone has receipt of something we've sent. I have noticed that Pop-Up Reminders do not work on Tasks that have been 'Completed' or 'Closed'. Can you confirm this is the case? Is it possible for a reminder to be set on a 'Closed' Task?
reposting question not answered
BC dropbox in Zoho CRM • Using Zoho CRM Plugins • 7 days ago Hi! we are using outlook 2007 and 2010... is there a way to tell outllok to automatically bbc zoho's email address so that it doesn't need to be done automatically? (can we have exceptions) Thanks
workflows- bad translation?
HI, We need to set workflow rules acording to products on sales orders. we've seen an option that says "descripción del producto" (product description)... what field does it relates to? can we not use product id or select the product from a list? how can we best achive our goal? (basically each product sold creates diferent tasks to diferent people and we need to automate this) this is critical for us Thanks a lot
taxes (Important)
I have taxes well configured (checked that tax were applied, that had a name and a % value) but they do not appear on quotes (also checked that the correct fields were there) What happens? Thanks
Web to Lead - Group Notification
Hi All, Hope you are well, need some help with creating a mass notification when a web lead is created. We have different products that can be selected on the web lead form - depending on what product is selected I would like to notify a specific group of sales people that a new lead has been created. This will then enforce the Sales People to quickly access the web lead, approve it and then update its status - and lead owner to themselves. How would one do this, considering we running the professional
web to contact email notification suddently displaying HTML code.
HI, We setup a web to contact form some time back which sends an email notification to the record owner when somebody submits to it. In the last few days the received emails have started to show html code above and below the details in the email.. see below. Any ideas? <meta http-equiv="Content-Type" content="text/html; charset=windows-1252"><meta name="GENERATOR" content="Microsoft FrontPage 4.0"><meta name="ProgId" content="FrontPage.Editor.Document"><body style="color:#666;"><table style="width: 700px;"><td style="vertical-align: top; text-align: left; height: 200px;"><font face="Arial,Geneva,Helvetica,Swiss,SunSans-Regular" size="2"><table width='700' border='0' align="center" cellpadding='0' cellspacing='0' style="border-bottom: 2px groove #666; background-color: rgb(255, 255, 255); height: 70px;"><td nowrap>
ALL EMAILS HAVE ERRORS!!!!!!
All of our emails are coming up as HTML code or as plain text ignoring all formatting. Everything has been working fine up until this morning. Please advise ASAP
First name field in contacts
After I imported some contacts into Zoho CRM, the first name field became a drop-down list. Does anyone know how I can revert that back to its original settings? Thank You! Joe
Emails sent via Zoho CRM not visible in contact details
Hello, last week we used Zoho CRM in order to send multiple emails to the contacts from particular view. We ticked multiple contacts (not more than 10), chose a template, then got the information that these emails were sent, yet, there's no information about it in any of the contacts' accounts. Why might it have happened? Does this mean that these emails didn't reach recipients? How should we make it work? Thanks for any help in advance. Best regards, Elling
Trying to Add a new field
Hi, I'm a new user of ZoHo CRM and in the modules list (& in help) it shows me this; but the 'New Custom Field' does not appear. In fact it does not appear in any of the module lists. How do I add a new Field?
Basic System Fixes
A required system up-date that should be available is the following: When using a data base list such as “Leads”, and for example, you have 5000 Leads in the list. I would like to be able to do a few things with the list for speed. 1. I would like to be able to show more than 100 Leads per page. In fact I would like to be able to show the whole list and be able to scroll up and down to any Lead number. 2. At the bottom right of each page as it is currently configured, you only have one
How to filter/sort by last email sent?
Hi folks, the Zoho support people have told me that it's not possible to have the last activity time for contacts reflect mass or multiple emails. This seems quite odd, but I'm getting used to strangeness with Zoho. What I'm wondering is how other users keep track of contacts who HAVE been emailed versus those who you have not yet sent emails to. Currently I am having to manually open each contact to see the last email date, which is very cumbersome. Does anyone have workarounds or suggestions I
How do I prevent cloning of records?
We're using the Sales Order module to drive a lot of the functionality we want. As part of this, we've internally configured business processes to include approvals by certain levels in the organization hierarchy. These approvals are driven by fields stored in Zoho CRM. These fields can only be edited by some profiles using field-level security. This process works well for a normal Sales Order. However, if a regular user is allowed to clone this Sales Order, then the approvals that were put in place
Email Attachments Using Up CRM Storage
Hi there, We use email templates to send emails to our clients at various points in the relationship but we attach custom PDFs to each email. I believe those attachments are chewing up our CRM account storage and we've now hit our limit. I don't necessarily want to keep those documents (we keep them outside of Zoho in Google Docs) but I can't figure out how to go and mass delete some of those attachments to reduce our storage usage back down. I'd still like to keep the body of the email recorded
Modifying a Label Field
Dear All, I cannot succeed in modifying the label of a field I already created. What can I do ? Thanks a lot for your help Laure
Open email window from search
Hi, After doing i search in Zoho CRM i suggest to add the option to directly email the contact. This could be either a button like the "edit" and "delete" buttons or by simply making the email address an active link (which should then open in the email pop up window). Thx Bo Thygesen
Customise Web to Lead form
Hi, I want to set up a number of different forms on my website to get web to lead forms. is there some way to set default styling to the forms. I can only edit the code each time a new form is created edited. You help would be really appreciated. Kieran
e-mail Alert Dropdown Option not showing any e-mail alerts created!
Hi All, I'm busy creating a workflow rule to notify a "lead Owner" when a check box = "True" that he/she has a new lead loaded against their name. So you go through the process of creating the workflow rule, and then you are like OMG - I have not created a e-mail alert, at this stage you realize you will probably need to recreate your workflow rule once you have finished creating your e-mail alert. (so you go ahead and do that) But when you then try to create a workflow rule associated to the
sending sms in spain
Hi, Can need to be able to send sms to our clients. do we need to use campaings or we can do it with crm. it'd be great to have it on both. how can we configure that. Thanks a lot
? CRM, oben activitis...
hello mi name is Lasse,, I would like do now why my closed tasks are comming up on "my open tasks"?
Custom Fields in iPhone App?
Is there any way to get custom contact fields (added on the web app) included in the contact view of the iPhone (or iPad) app? I've added some fairly essential fields which don't seem to show up on the iPhone which makes it kind of useless for me. Thanks, Chris
When Deactivating a User, what happens to the leads
I need to deactivate one of my users, but I want to find out what happens to the reps leads once I deactivate the user? Will I still be able to access the leads that were listed under that owner or do I have to change owners first then deactivate the account?
Zoho CRM attachments security
If I attach a Google Doc into a crm record does Zoho CRM respect the security settings of that attachment? Meaning if I have a user in Zoho CRM and in Google Apps and the user is unable to view a doc in Google Apps will CRM abide by that or will they be able to see attachment in CRM? Is there a way to give a user access to an Account record but not attachments within that record?
Invoice Integration from ERP to Zoho CRM
I need help... I need to get my invoices uploaded daily to Zoho CRM. We can put our data into any format, we can deal with any mapping issues. But I can't seem to figure out how to do this... any help out there? Trying to get this implemented soon...
Leads, Contacts and Accounts
I am using CRM to track communications with various professional firms. I have a list of approx. 500 firms and 4,000 individuals within those firms. What I want to do is as follows but I don't think Zoho CRM will do this. Import all 500 firms as accounts. Import all 4,000 individuals as leads. When I go into the Account, I would like to be able to see all the leads that related to the account (the same way all the contacts show up). This is where I don't think Zoho CRM will accommodate. I will
Custom Integer Fields Starting with zero?
We've created a custom integer field in our Accounts tab to track unit numbers, but some of our unit numbers begin with zero and Zoho is dropping that zero upon saving. What type of field can we create that will keep the first integer intact even if it is a zero? Thanks,
How do you update the feild layout on the Account Level?
Question: How do you add a field to be displayed on the Account level? For example1: When reviewing contacts listed on the account level, how can I add the contact title field? For example2: How can I add Call Purpose to be viewed in activities?
Custom View filter by date
Hi, What I am looking for is quite simple. I have a custom Date field : "Next follow-up date" I want to create a custom view that would contain all the records for which Next follow-up date is either today or before. Please suggest.
Change "Leads" label to "Donors"?
We are a nonprofit and would like to change the general term "Leads" to "Donors" (or something else). Is this possible?
Created Time Field on Quote Screen
Hi, The Created Time is tracked, but I can't seem to display it in the layout of the fields for Quotes. Is there a way this can be displayed? As far as I can see there are numerous fields which cannot be displayed from this screen, but can be used in reports and search layouts. Can you let me know if this is possible, or if it isn't, can you please tell me why and let me know if it will be possible? Thanks, Adam.
Tabs on leads section, are the customizable?
Hello All, When I am entering my leads (or accounts, or contacts for that matter), there are 3 or 4 colums automatically there, such as "company" and "email address" and "phone number" however-- how can I get 'Country' up there? Without being able to add this column I may have to quit Zoho and move to a new CRM (I have the entrepreneurial 3 person free trial version) Thanks in advance for the quickest response posssible! Regards, Jessica
Is subscription free?
I've just signed up to ZOHO, it says my 15 day trial has begun but I was told it was free for 1-3 users on the same account, could someone confirm whether this is correct or not? Much appreciated, Catherine.
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