Export tasks
Hi, I want to export my tasks to Google Apps Tasks. But I cannot find the settings to do this. When I go to Setup > Apps and addons > Google Apps I see only the possibilities to synchronise Contacts and Calendar. Although the documentation says there should be an option Tasks it isn't there. When I create a task in Zoho CRM there is no button "Save and Export to Google". I seached and searched for a solution, but cannot find it. Anybody an idea? Thanks Sophie
Is there a way of creating events/calls etc. for more than 1 Account or Contact at once? As a batch?
Cause it looks like it can only be done for 1 Account or Contact at the same time which makes my work soooo slow!
Downgrade subscription
Guys, I need to downgrade my ZOHO CRM so i can close my account but the tab/link for downgrade is not working properly. Please help, I do not want to be billed for Zoho anymore and want to close my account. Thank you Purvish
Define Roles and profiles on trail version?
I am on enterprise plan trial version. I cannot specify Roles and Profiles. Why is that? How am i eligible to evaluate it?
embed form contacts doesnt work
Hi, I'm new customer of Zoho. I'm trying to embed the code generated on Zoho CRM on my website. This is really very simple. My problem is that I can't capture the contacts under Zoho after save the contacts on my website. I follow all instructions on page help and nothing. Please, can you help. Thanks, Sergio
What is the best way to interact with Contacts and Accounts associated to a Potential?
I am new to Zoho. What is the best way to interact collaboratively with Contacts and Accounts associated to a Potential? I want the ability to post documents, add comments and messages all while being able to see it associated to the Potential. Would I use Chat, Groups or something else?
Task trace is not available after transfer to others
Hi I am using trial version of Zoho and trying to find out how it works and we are evaluting for our business to use it. We are currently facing problem wherein if i transfer the task assign to me to some one else, i loose my track of the task atleast i should be having trial of the task. Can some one help me
Searching for emails attached to a contact?
I'm looking for meeting notes for a contact at a company that would have been attached to the record by attaching an email. I know the company, but I can't remember the persons name (and we have more than a hundred contacts at this company) is there a way to search or sort contacts by most recent modification (including a modification like attaching an email from Outlook to a contact). Any other suggestions for how I would find these notes?
Promotional Deal
I need to know how to create this info below as we are running a promotional deal and need to apply this method in my New Sales Orders: QTY: 3 master Cartons (2 Tropical Punch and 1 Blue Raspberry) and show the Special Discount after the Sub-Total, showing the deduction of -$216.00, and the Grand total having it at $432.00 instead of $648.00? Can someone help? Thank you, Nader
Promotional Deals
If I'm running a promotion, and want my sales order to show this info below when creating a a New Sales Order. Below is an idea/example of what I need to create in Zoho but am having problems creating this: QTY: 3 master Cartons (2 Tropical Punch and 1 Blue Raspberry) and show the Special Discount after the Sub-Total, showing the deduction of -$216.00, and the Grand total having it at $432.00 instead of $648.00? Can someone please let me know how we can do this within Zoho. Thank you, Nader
Using a Word document as an Inventory Template
I want to create a custom proposal (quote) template, based on a template a client has already been using. The existing template is a multi-page Word doc. Due to the character restriction in the Zoho CRM template feature, I have been unable to simply paste in HTML. What is the best way to implement this proposal document as a template? Based on the client's requirements, there will need to be some form fields to input certain bits of data, then there are other spaces within the document that will
Boolean field did not import with values from excel file
Greetings! I just imported my first file for contacts from excel (Mac) . I created several boolean fields and only one of them imported with the values intact. I cannot figure out what is different about the one field that imported correctly.
Products - Fields and Automation
I am considering Zoho but have a question regarding Automation as it relates to Products. We need to set in motion actions based on a Contact purchasing Products. Each product will have a 'Service Days' Field. We want actions to be performed on Product purchase: 1. Customer is subscribed to Email Distribution Group for Product concerned. 2. Email or SMS Follow-up actions set for periods after initial Purchase - eg; 7 days - 21 days, 180 days. 2. Customer to receive reminder email/sms or phone call
Ipad app : Sync of events and tasks
Why tasks and events are not automatically synced when openning a potential ? Seeing an empty event or task field let think there is nothing going on. Therefore it's necessary to manually sync these two fields each time you open a potential.
ZOHO CRM
Regarding ( Select View, Create View ) for leads in Zoho CRM how do I delete a record in one view with out deleting the record in other views. I created a view for example specifically just for one target market in which I deleted all other records with in that view, only to find out I actually deleted all those records in EVERY view listing I had in my account :( Yes I restored the records but obviously not the point. Im stuck here please someone help ! Thanks !
Must Have Features
ZOHO must implement these following must have features: 1) Maps field - where users can select a location.co-ordinates on Google Maps, 2) Junk Filter - where a lead is marked as junk depending on pre-selected criteria, 2) Mark as Spam - where users can mark a lead as junk by selecting content of a field.
Contact Notification
I just have a general question regarding to contact records. Is there anyway to have a notification or an alert sound when a new contact record appears in zoho. For instance if a new contact is created and when it comes in can i hear a sound (ding) to alert me that there is a new contact record for me to look at?
Automation between module fields
I have added a custom field to CRM Sales Order to specify an 'Order Type' I want to automatically add the contents of this field to the Invoice when the order is converted but can't see a way of doing this. Is it possible?
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Contact information in Account view
Hi, We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns. I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts. How do we create a view that
Zoho for Attorneys - How do you create a conflict system using Zoho CRM?
Have other attorneys created a conflict system using Zoho CRM; how do you do this? I don't want to treat the opposing party as a lead/client, and I'm afraid if I place it in a form section of the client, it is not searchable. Please share your thoughts.
Field display on different tab.
Is there a way to use an already existing data set for an option when creating a New Custom Field? I created a custom field (Accounts) that has a drop down box with 3 status (silver, gold, premier) once I have selected the corresponding status, I would like to see that information on a different tab (Potentials) Lets say when I am creating a Potential, I would like to enter the Account name and get the information that i have entered on the Accounts field . This would be extremely beneficial if
Integrating with WordPress to create a transaction recording system.
Hello there, Could someone direct me the best way to achieve this? Here is the scenario. 1. We create a customer within Zoho and assign him an amount to his account. For example £100.00 2. Customer logs into WordPress site using his username and password and the balance appears in there. 3. Customer can buy and sell his items on the WordPress site, using the available balance. It could be 1, 2 or 100 transactions. He can also cancel purchases/sales, so his balance gets adjusted accordingly. Here
Expanding Possibilities with Formulas
Hi, I know this will probably either be ignored or responded with; "We will evaluate the request for the possibility of including this feature in a future update", but I thought I would post this anyway. Rather than simply returning 'True' or 'False' for many functions we should be able to set what the response will be. Something along the lines of... If(${Invoices.Grand Total}>500, Big Deal, Regular Deal) To return Big Deal if the price is over $500, and return Regular Deal for less than $500 Similarly
Pending Case for approval
Looking to set up a notification that a new case has been created (web to case) from my website and that it is pending approval. This would be preferred over having to manually check the system. Is this doable?
Bug in Brazilian Portuguese translation (Vendors Tab)
In Brazilian Portuguese, the most appropriate translation for "Vendors" is "Fornecedores" instead of "Vendedores". Thanks
Trigger alert based on last update date of potential
How to create a mechanism to trigger alert based on last update date of potential? Example: Send email to owner to check potentials with 2 months without updates
Lead/Account IDs in Links?
I've had a number of occasions that I've required a Lead ID or Account ID from Zoho to be passed using a Link to my internal system. Only Zoho Links don't support the IDs. Could this possibly be added in the future?
Zoho CRM: Feature Enhancements
Hello! Earlier, we released, MailMagnet - A feature that filters all the customer emails from your inbox and lists them separately so that the most important emails from customers are not gone unnoticed. If you do not know about MailMagnet yet, take a look here. We recently added another option that will automatically separate customer emails on to a folder in your inbox or automatically do the labeling for quick reference later. So that will keep your customer emails organized. The feature to synchronize
Webtolead Response with info@ email?
HI - any thoughts on how we can make the web-to-lead response use generic "Thank you" email addresses (ie info@abc.com) instead of from a specific user? We have a number of different sites / use cases, and it doesn't make sense to have a uwer license for each instance when we only need the email sent. Thanks ...
Map Dependency "Custom" Field
Guys, In the account module, Zoho CRM has the feature that copies the whole billing address to the shipping address, so that you don't need to re-type the same data again. I created a custom address field on both billing and shipping, but when I ask Zoho CRM to copy the billing address to shipping, this custom field is not copied. I need to re-type this field every time. I searched all over and I couldn't find where to map this dependency on custom fields. Any help? Thanks in advance, Leo Kuba Sao
Checkbox values in Inventory Templates
When printing out an Invoice via an "Inventory Template" checkboxes are displayed as either "false" or "true". Is there a way I can make the field more visually attractive by having a ticked checkbox as the field?
How would you separate accounts with the same name but different addresses?
Hi, I do have a university account which has 12 different addresses. Since I'm using the invoicing part of Zoho, and the address is taken from the account, I can't only have 1 account for this university, but need to create several. have you experienced similar problems? How did you solve them? Can these 12 accounts have the same name and not come on the duplicate list all the time? thank you Peter
Multiple Customer Segments
How do you set the CRM up to handle multiple customer types. In our example we have 3 customer types. Those that we purchase ads from us Those that we have partnered with on marketing Those that purchase services from us It is possible to have 3 types of customers, all with separate data records ie Ad Sales would have leads, accounts, etc Partners would have leads, accounts, etc Restaurants would have leads, accounts, etc
How can I see my opportunities in real time ?
Hi all, I have a quick question regarding the graphs. I would like to create a graph that shows my projections of my portfolio for the coming year : I want the total amount of all my opportunities on the vertical axis, and the time on the horizontal axis, so I can see the projection month by month. How could I do so ? Thank you Florent Saliou
Can't create an account
Hi I can't create an account as I can't see a verification code in either IE7 of FF3, can anyone help??! Thanks Tom
Web to Lead form for Wordpress Website - any ideas how to make this work
I have several sites and clients I'm trying to convert to Zoho CRM - BIG hold up is that the web forms are not functioning when using them on our wordpress websites. I've tried in the widget area as well as a page and post still no luck. They look fine, accept the data when filled out but nothing ends up on our CRM and there is no record of the lead, and the lead doesn't get the thank you email. What's the work around? How can we get this to function? THANKS
Closed quotes
Is there a way to have closed quotes not display in the quotes listing other then deleting them? We do not want to delete these quotes so we can include them when running reports later. Thanks
Quote output in free version
The printed/PDF quote output is confusing in that all the pricing is list pricing yet the total is a discounted price (I discount individual products differently). This is confusing as it looks like there should be fields across of: list price, discounted or purchase price, total (discounted price x quantity) and then the total at the bottom would make sense. I tried inserting a field above the sub-total of ${Quotes.Discount} but it appears it doesn't add the discounts together. That would at
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