Converting some accounts to vendors
Hi When I first set up Zoho CRM I imported all my old accounts from my old CRM (ACT!) and marked my suppliers by using the account type box. Now I want to use the Vendors tab and wonder what is the best way to convert these accounts to vendors. Will I have to export them as a .CSV file and then import it into vendors or is there and easier way? Martin
Unable to upgrade our account. Speedlane and support do not answer
Hi, We are facing the old problem again: can't upgrade our account after downgrading. We get this error: "Tag 'insert' can't insert page '/jsp/common/PlanAccount.jsp'. Check if it exists. null " A wrote two support requests and put two speedlane requests. Nobody has answered or called. Could you please help. Thank you.
Switching Between Contacts and Leads
In our business, the relationship between leads and accounts is a bit different from Zoho's system. A "lead" is not just pursued and converted to a contact/account one time. We represent multiple products and are often going back and selling new products to clients who already buy from us. We would like to easily change the status of a name from "contact" to "lead" and back again without losing any info/records or having to make duplicates. However this doesn't seem possible in Zoho. Any suggestions?
How do I relate an Invoice to the Potential that started it off?
I have quotes linked to potentials, but I would like to be able to see when I click on an invoice, which potential and which quote it came from. One account can have many potentials, invoices and quotes assigned to it, so I would like to make sure things are correctly attributed, and we can follow the trail. Is there a way to ensure that they are all connected? We generated the invoice from the quote, but there is no way to click back through to see how things have changed. Thanks Nicola
Iphone and Ipad App Question
Is there any possible way to display leads by company name, instead of contacts names? I know you can sort by company but this still only display the leads first and last name. Thanks
compliant
Sir, We are uploading Compliant/case time following message apper in our screen Insufficient Privileges to perform this operation. Contact your Administrator. Kindly give the solution for this. Service
search results
Hi Is there any way I can get the status of task displayed on the search results?
Email history when a quote is sent form the more actions tab
Why is it that when a quote is sent form the more actions tab I can't see the email history under the contact record?? What solution do you have for this?? I would like to be able to see the email history of a quote that was emailed under the contact record.
How do you convert a potential into a client?
how do you convert a Potential into a client?
Currency for Estonia is wrong
Hi! From the beginning of 01.01.2011 Estonia is using euro (EUR, €) as their official currency. Estonian kroon (EEK, kr) is not in use anymore. More information on this: http://euro.eesti.ee/EU/Prod/Euroveeb/application/controllers/handleSessions4049.html?lang=en&oid=7500 Please fix this Zoho as well. Regards, Urmas
Invoice editor in ZOHO CRM
Hello everyone, I'm trying to modify the invoice template in the CRM, but i'm stucked at some point. I've got 2 questions: 1. How can I add a new "text area" in the invoice? I just can write in the actual area and I would like to create a new one at the bottom. 2. How can I add a column in the original table where there are the name/price/qty of a product? If you have any tutorial about the HTML edition in Zoho CRM, or even better, if you can writte me what I have to add in the HTML editor it would
Erratic availability of email templates
I am having trouble with the email templates. I have several set-up on our free version of Zoho along with the sample one that came with Zoho. For the last week I have been experiencing sporadic results. Sometimes the only one that w ill pop up as usable is the sample one. Other times I may get one or both of the ones I have defined. But only very, very rarely am I getting all three available at the same time. Why? Landra Adams
How to - Email All Contacts associated to Potential As Contact Role
How to - Email All Contacts associated to Potential As Contact Role. There are too many associated with that Potential to select one by one?
Importing tasks from Outlook and associating them with Contacts/Leads
Prior to Zoho, I have been extensively using Outlook tasks to track customer interactions. Now I need to migrate all Tasks from Outlook, so that they stay associated with appropriate Contacts or Leads. Otherwise I'm losing the history of my customer interactions. I have exported Outlook's Contacts and Tasks modules into csv files. But when I try to upload Tasks to Zoho, the field Contact Name stays blank, even though I've set it to be equivalent to the "Contacts" field in Tasks (see scheenshot).
Customizing Related Lists
Good Morning, I tried editing the 'Contact' custom view changing Customizing Related Lists but i can see the changes that I did. What´s the problem? Thank you.
How to reset email.
My colleague created a new CRM account and then deleted himself as an admin/user. I then went in and created a separate, new CRM and put in his email address to add him as an admin/user and I received the error: " This Email address is already taken. Specify a different Email address for the user." How can his email address be "reset" so that I can invite him to the correct CRM? Thank You James
Zoho CRM for iPhone - closing leads
How do I close leads or make them disappear from the list when postponing them to a later date?
Import problems CSV file
Hi! I have twice (!) imported a CSV file with no problem at all, but when I re enter ZOHO the contacts that I imported is all gone! What is this! It is quite a big problem. /Johan
Searching for products sold
Hi there, I can't seem to figure this out: I just want to search for the products that we have sold so I can see what product is at what customer site. I can't find any report or field within the report creator to tell it to search the Product details part of a Sales Order, Potential or Invoice. Any ideas? It should be possible to search for what products we have sold I would imagine?
Information about security.
I want to know more information addition this link https://www.zoho.com/security.html. Tell me please. Regards,
Delete Leads?
Once I convert my Leads, do I want to delete the Leads? or they need to stay in the list?
Customize Lead Drop-down menus
Just started with ZOHO and am in the process of aligning the system with our process. Is there a way to customize the options in the following drop-down menus for leads? Lead Source Industry Lead Status RatingMy question would be the same for the Potential area but I thought giving this concrete example would be easier to answer. Thanks, Scott
Logging Email When Sending Quotes or Sales Orders
If I generate a quote or a sales order and send it to the Contact using "Send Mail" under "More Actions", I would expect that the email would be logged under the Contact's Email history. But it is not. I would like for these emails to be logged, just like any other email sent to the Contact. Is there a way to do this? Thanks! Ron
Different Lead Types
I have two types of leads, buyers and sellers. I set up a set of questions (not done) for the seller leads and have yet to set up for the buyers. When I or my assistant start to fill out a lead sheet, how do we differentiate between a buyer or a seller lead and keep the two types of leads different. Also, can I scale the lead types in the future for different types of leads?
Add emails to Zoho from Android
I'm finding I'm traveling more and more without having a laptop, and getting emails on my Android smartphone but not having (or knowing of) a way to connect those emails to my Zoho account like I can if I'm using Outlook. Is this possible?
Can not attach files
I am unable to attache a file. Here is the process: 1) Click on "Upload File" 2) Double click on "Drop files or add attachments here..." 3) Browse window opens. Browse to file then click Open 4) File name does not appear. 5) Attempt to upload anyway by clicking "Submit" 6) Get "No files to upload" error. I am using IE9 on Windows 7 x64.
integration zoho crm with zoho invoice
hello, how do I communicate zoho crm e zoho invoice with the key -Chiave ZSC (Zoho Service Communication)-? Thanks, Amodio
https://crm.zoho.com/crm/ShowEntityInfo.do?isload exported into a excel sheet or word document.
Any one Please. How do i export what i view in https://crm.zoho.com/crm/ShowEntityInfo.do?isload=true&module=Potentials&id=732797000000098196 into an l excel sheet or a word document. My mail id pdnagaraj@yahoo.com nagarajan@needstreet.com Plz help
Workflow Field Update / Custom Field
I have added a follow up date custom field that I would like updated on certain triggers. I cannot see my custom field in the dropdown list for the Field Update action. Am I missing something? How else would I be able to accomplish the below example? Example: Rule based on Create / Edit on Lead Status = No Answer Field Update -> Follow Up Date = Today + 1
Ron
We sell in varied medical markets. I need to separate leads in individual market segments. I have created labels but when I import it overwrites. How do I save each category?
lead information. add fields
Are you able to add new fields in the lead information section? is so how? Any response would be appreciated
ZOHO QUESTIONS BEFORE DECISION TO USE
Hi there, Currently I'm testing ZOHO CRM. I'm the owner of a Manufacturers Representative Company based in The Netherlands, active in the Marine Industry. Since years I've been looking for the right piece of CRM software, and now... it seems that I've found it. I'm testing out your "professional version currently, it looks great I must say! I've got some questions though, I'll list them down below and hope that you're able to answer these in the coming days. Many thanks in advance, Harmannus Timmer
CRM uploading documents to Accounts
Hi Zoho, I am trying to upload documents from my desktop to CRM Accounts. It gives me the option to choose my file, but will not upload the document. I have tried clearing cookies etc but the problem persists. Thanks, Ana
Header and footer in templates
How to set header and footer in Inventory template? I think there is no such options right now. But, I think it is very common problem of Zoho CRM users..
Can you convert multiple sales orders to one invoice?
Hi, I run a small garden maintenance firm and often invoice clients on a monthly basis for work I have done during the previous month. I want to be able to set up sales orders for each job I do and then combine them into a single invoice. Is this possible? Any ideas or help welcome. Thanks Ben
Currency format in Inventory reports CRM
Hi, I'm struggling with the currency in the inventory templates in Zoho CRM My currency setting is set to Poland. The format I get is 1 354 zł, It supports 2 decimals but does not display them if I don't have cents in my value. I would need to display 1 354,00 zł instead 1 354 zł, Would you have a functionality which would allow me to set the currency format i need. That would apply to any standard fields using the currency type and not only to custom fields. Any formatting function that I could
Migrate Attachments
This is a listed option for migration from other crm systems. Why does it not work? Are there any posted directions for the migration of attachments on this forum site? I have not found any listings thus far.
Zoho CRM Solutions
We are using the Zoho CRM professional edition with a mail add on and zoho invoice. The Professional editions should have a feature where we can email the selected solutions to our customers / sales team in our desired format - PDF or word doc with one click. Currently we are required to download that in a pdf format and then email to desired contact. Same functions are required for potentials, reports etc. For zoho invoice - we had requested for the amount to be mentioned in words with estimates
Why is the account name not displaying in the activity report?
I am trying to create an Activity report to display all activities (Events) that has a subject that contains "Demo" and a Start DateTime of Tomorrow Onwards. The columns I am displaying are as follows: Subject; Start DateTime; End DateTime; Potential Name; Account Name; Company (from Leads); Activity Owner; Account Owner, Account Type and Stage (Potential). The Module I started with was Activities and also associated Leads, Potentials and Accounts. First I created an Account, then on that Account
case page layout
I have made changes to the Case page layout page and saved them but they are not reflected in the live Case page when I try to add a new case. Andrew
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