How do you create a Service for Quotes
We sell services that do not have reorder points etc. The services are sold at a specific price point and can be ordered in many units. How do I create a service that does not appear as a product?
Triggering an event (e.g. sending mail, creating a task) upon reception of an email from Lead or Contact associated to potential
Hello Zoho Team, I am convinced having seen somewhere in Zoho CRM a parameter such as when "New Email sent" (or something similar) that coud be used to trigger events such as the creation of a tasks or the sending of an email. Have I dreamed or does that exist? If it does, then where can I find it? If not, then when will it be implemented? Thanks. Guillaume
Expandable "sections"
I work with different types of "Leads" and "Contacts" I have created various different sections to capture data for my different business needs. The problem is I don't need to see those sections for each lead/contact. Would a check box to expand(the section) as needed be possible?
How do I map a "Formula Field" or the "First Name"/"Last Name" when converting a lead to an account?
My ORIGINAL PROBLEM was: (1) In the "Leads Detail Page", i wanted to see the "First Name" and "Last Name" separately >> I didn't want them to be displayed together as "Lead Name". (2) In the "Accounts Detail Page", i also wanted to see the "First Name" and "Last Name" of the original lead from which they are converted. My SOLUTION was: For Problem (1): I created 2 formula fields named "Given Name" and "Surname". I used the "Upper" function and the "First Name" and "Last Name" fields respectively.
Why am I being told I don't have any available customized fields?
Hey all, I'm a free edition user....well, at least I'm trying to be a free edition user, however, for the last 3 hours I've been trying to customize the 25 customizable fields. Initially, I was able to add them, but then I went to save the work I'd done, and the system stayed in a loop never saving. That resulted in my using the back button, but after inputting 11 customized fields, and it no longer permitting me to save, I then tried to enter the custom fields tab rather than layout. Though I
Customization of CRM for Data Collection Project
Hello, I am working on data collection project, and investigating on capability of customizing the Zoho CRM to fit the project requirements and cover the needs of the processes. The project based on many stages; the movement from stage to another must be automated based on a predefined workflows, each stage moderated by particular users level. So, could you help me find a similar implementation or give advices on best practices of Zoho CRM? I could provide you with the main process diagram in order
PLEASE HELP! - Web to leads and auto responders
Dear Support, I am a professional user and getting very frustrated. I have created a web-to-lead form. When a potential customers completed the web-to-lead form, I would like an auto-responder sent to them and a task created for one of our agents to contact them in 4 days. I have tried doing this using the work flow triggers and alerts but I cannot send the template email which I have created to the lead - It keeps sending it to the agent instead? Please help!! N
Data export from CRM
Hi Zoho team, We are about to migrate to Zoho CRM but I suddendly found an issue with data export. Almost all our data (Customer names, addresses, contacts, comments, etc) are in Russian. It is displayed correctly in Zoho and it was imported correctly from another CRM. But as for the export it is unreadable. Please see an example of one line from export of Customers zcrm_597101000000063301,"Денис Олейников",zcrm_597101000000055006,,"1 Вячеслав","+7 903 724-88-61",,,,,18,Клиент,,0.0,"Денис
Template for Courses or Events
I run courses for the Logistics Industry and would like to set up my various class/courses comprising delegates/student. Not sure where to do it: as an Event or a Campaign? Help!
Using Zoho for B2C telesales?
Hi all, First post after reading some very positive things, just wanted some clarification a few items. We are contemplating implementing Zoho in a strict B2C environment for a telesales company for a single campaign. Leads will be imported via CSV, dialled by a team of agents (either with a dialler backend or manually), and if converted needs to be kept on the system for a series of aftersales called to ensure the entire process (as we refer to another company for our service but maintain full customer
Daily Agenda Email
Hi All, I have recently started using CRM and I absolutely love it! However, I have not found a way to receive a daily email of our agenda. If anyway knows a way please let me know! Thank you, Scott
Inventory Quote Template
Hi, I'm very new to HTML code and I'm trying to understand how to get the quote template to display in a certain way. Currently it lists all my products, with the quantity, list price, total and grand total. This is fine but then what I want to show, underneath this pricing section and before the assumptions, is the Product Description. I can get the product description to show for each chosen product under each product name but I want it to show in a separate section, so I have a product pricing
pop-up windows
How can I have a pop-up window every time I want to be reminded of something?
How do I create a fresh install of CRM?
Someone else on our project signed up for Zoho CRM 1 1/2 years ago and made some random customizations, and very little test data. I've also noticed that when I signed up for Zoho CRM recently on a different account that there were a number of more features, tabs, relationships, etc. that I would prefer to have. So how do I take the current Zoho CRM that we have and start fresh, new? Is there a way to reinstall? I don't want to delete my entire Zoho account, just start over with CRM.
Web to Lead and Campaigns
Is it possible to embed the campaign ID in the web to lead form so that the campaign ID is automatically attached to the lead when it comes in?
user problems
I am having trouble setting up new users. I've set up a profile for account reps. As far as I can tell I have checked all the modules that I want him to be able to edit. Regardless of that, He does not have privlages to convert a quote to a sales order...why could this be? Also, he can only see 1 of 5 public email templates. I was able to set up his signature for zoho mail, but when I try to add the signature to use for templates, It says it is saved, but then does not appear on the email templates.
User Management
Hello, Is there a centralized user management app/plugin? I'm the admin user, and I can purchase user subscriptions and invite users to join. But, if I want to make any changes to that user (ie. email address, password), I cannot. I need the user to login and take of it him/herself, which isn't the best. Any ideas?
Make all seats have same "viewing setup" as administrator
Just upgraded to Pro version with 4 seats. I'd like to be able to set the "home screen" and other areas up for my other users who are still very green. Is there no way to select "apply to all users" as an administrator? Best way to accomplish consistent viewing and appearing tabs for users? Thanks
Import Leads Duplicate Records
Hi, I am unable to select Skip or Overwrite radio button for avoiding duplicate records during import Leads. Only Clone radio button is enabled by default. Can I know why? I have upgraded to free Enterprise Edition but still i am unable to select. Thanks and Regards,, Nataraj
Sales order customization. I need to write more than 32000 symbols
Hi everyone Can anyone tell me if it is possible to create a sales order with more than 32000 symbols? Regs. Eugene
Sales order costomizing (over 32000 symbols)
Hi Everyone I have a question and I would really appreciate if somebody can help me with it. I am trying to costumize the sales order which is in our business a seven page document and the content is over 32000 symbols and the program does not let me save it. It is a couple of pictures and the content. Is any way around where I can create a sales order temple with over 32000 symbols . Thanks in advance. Regards Eugene
Campaign Lookup Field doesn't work in the convert to Lead screen
Problem: When converting a lead to a Contact/Account/Potential - The Campaign Source Lookup Field doesn't work...it is blank. Steps taken: 1) Create a lead and save. 2) Click Convert Lead 3) The next screen - allowing for Account/Opportunity choices etc...The last field "Campaign Source" is blank 4) The lookup on campaign source comes up blank - even though I have active campaigns created in the campaign tab. See my attachments pic's.
stages
i have set my sales stages within potentials as 1-13 but when i organise them into ascending order they are not showing numerically eg 12 comes before 10 etc
How to manage subscription products?
We sell a monthly webapp subscriptions. How to configure Products and Invoices modules for that case?
How to duplicate or clone my Zoho CRM for another company?
I've made a lot of customizations to my Zoho CRM account and added a lot of new fields. I now need to set up Zoho CRM for another similar organization. Rather than start from scratch, can I create an entirely new Zoho CRM account for this other company, by cloning my existing Zoho CRM account, and keep all the customizations?
Workflow Triggered on Delete & Criteria Pattern Editor for Reports
Hello, Here is a list of our latest updates in Zoho CRM: Workflow Triggered on Delete: Workflow rules can be triggered when a record is created, modified or when a particular field is updated. Now, workflow rules can also be triggered when a record is deleted. Say, you administrator wants to get notified when a record with certain criteria is deleted. In such a case, you can create a workflow rule that triggers on deleting a record and associate a workflow alert to the rule. Data Backup Enhancements:
Removing commas from integer fields
How can I remove the commas from integer fields in a template? We need a number for our invoices but that number must not contain any commas. Is there a way to use this field in a template (i.e. PDF) without commas? We're using that field as: ${Invoices.No. Factura} which of course puts commas to separate thousands and that's something we don't want. Thanks!
Autoresponder with multiple Lead Owners
I have a pretty healthy inflow of leads from the web that are stored under a generic Lead Owner in Leads. Throughout the day I have a person that based on a lot of "rules and knowledge" assigns them by changing the Lead Owner to 6 different sales guys
Zoho->Google Contacts Sync How?
Ok, I understand that Google has one field for address and that Zoho has multiple (street, city, state, zip) fields for address infrmation. I also see that Zoho hasn't implimented some pseudo address mappping solution, that makes Zoho->Google mapping address information actually work. I also saw some a Zoho suggestion in a post elsewhere to just map the Zoho street to the Google address field. This suggestion is plainly unworkable and useless in a practicale business sense. Can someone from Zoho
How can I add fields to the product details on an invoice, order or quote?
I use Zoho since several years, but allways i find a problem that now is really importante to me to solve! On the product details area, I don't know how to add fields! I like to had a field in the lines of the product details, like imagine "quantity in liter" and "quatity in boxes" Waiting for help Regards Pedro
CRM data deleted/missing/changed
In my courses tab in CRM, I have a section below called delegates. Using my delegate section today there are two pieces of information that have either changed or the information is now missing - there may well be more: - expiry (missing since I entered some last week) - organisation (now has a long hyperlink number inserted under many entries that starts ZOHO) This is really quite concerning- have you done an update recently that you are able to restore or are you abel to restore/fic the information
VAT Calculation always returns 0...
Hi, Depending on which product I add in my invoice, the VAT calculation returns 0. You can see the problem below : See ? The VAT is 0 or it should be 19,6€... Any help ?
How do i link to a contact?
I want to create a link in a document to a specific contact page in Zoho CRM. However if I am viewing the contact page in Zoho, and copy the URL into the document, if I then click the link it doesn't take me to the Zoho contact page, it just goes to the generic Zoho CRM page. What is going wrong?
Account Views
I am a new user. Trying to learn a bit about Zoho. We have been using an extinct version of ACT! ... 6.0. I am trying to import 3 lists of clients: Active, Inactive and Prospects. In the "contacts" module I would like to create views for each heading and inport each accordingly. How or where would you identify these during the import so that the would be differentiated during a look up? Thanks for any help and patience. This will take me some time, but I am pretty committed to making
Tracking Emails/Mass emails
I am about to switch from SalesForce to Zoho CRM but have a question: "I just tried sending an email using Zoho but I don't see any way to track the receiver's behavior (whether he read it or not.. when, how many times, etc..)." This is extremely important from an online sales perspective and many other CRM solutions have it. Am I missing something? Your help will be much appreciated. - Seth
Calculating Commission
We are restructuring our company to be more on the end of generating leads and subcontracting the jobs to another company. What would be the best way to do this? I want to be able to keep track of the lead source and be able to calculate how much commission we will get off signed jobs and keep track of which company we subcontracted the work to. Would accounts be what I should use?
Custom View by Custom Date Field
I have a custom DateField for my contacts called LastPost. I want to set up a custom view that would show contacts with a LastPost greater than 60 days. How do I do this?
Notes editable/deletable by members of horizontal hierarchy
Every sales department needs to have leads that can be viewed by other sales department employees for reasons such as a streamlined sales or customer service process in the event that the original sales employee is unavailable to assist. I'm sure everyone agrees. For this reason, Zoho CRM has "Share data with peers" where User A of Sales department can see the leads of User B of the Sales department. What Zoho has done in this is something beyond understanding and makes you wonder what goes on with
How to send multiple invoices by mail?
Hi, Is there a way I can select and batch process multiple invoices? Like either print a set of invoices or mail a set of invoices? Thanks.
I wan to give an associated partner access to 1 account ( and only 1 accounr) in our CRM system
Hello, I have recently setup the trial enterprise edition ( moving over from Infoathand) I have to say I am very impressed so far. Here's a question: I set up a type of User 'Partner'. There are external consultants. I set up an account and assigned him 'partner' usage. I want this user - when he logs in - just to see all information relating to 1 account and no other. How do I do this? Regards Dermot Foley Dublin Ireland
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