Multi-currency at least in Potentials
I know it's not simple to implement multiple currencies ... But what about to implement them at least in Potentials... Please, please... R.
Can we have a different currencies?
Our country's currency is rubles, but we are working with france and we need to have a come different currency fields. Is it possible? Any company working with other countries need that option.. Филипп Дельсаль
Currency settings problem
Hi All, I know a global currency locale in CRM can be set through "Setup"->"Company Details"->"Locale Infomaton". However, our customers are from all over the world, one order currency is different from the other. How can I set a Currency other than the global default for one order? and Can I setup crm so that all currency signs are not shown when a Currency type values are displayed? Thanks, Roger
Math activity in reports
It's possible to count some fields existing in reports: e.g. deduct costs from 'Amount' to get net income?
"Metadata is Too Big to Load" Error Mesage
I just begin witm my CRM mobile app at my BB 8520. When I try to load "leads" a "Metadata is Too Big to Load" message appears ¿How can you help me? I want to know how can i see the basc information from my leads, accounts and contacts on my mobile phone
Unable to access Customization options
Even though I am the "Administrator" for my Zoho CRM database, when I go to Setup --> Customization, the Search Layout option is greyed out and I'm unable to access it. How do I get access to this?
Mobile App for Android?
Is there a mobile app for Droid? If not are there any plans to launch one? On the road alot and would really streamline sales.....thanks
Android App for CRM
Will Zoho have an Android app soon or the CRM? I see that there is an iphone app. -Seth
Convert Quote to SO & workflow rules
Hi, I am currently setting up the system for use in my organization which is B2B. In the sales process, a quote is made, and followed through the pipeline using the field "Quote" Stage, which consists of stages such as "draft" / "negotiation" / "Closed Won" / "Closed Lost". Once the quote has been accepted by the customer, it is to be converted to SO. At this conversion, I would like the Quote Stage to automatically change to "Closed Won". It is imperative to make a workflow rule bc I think that
Add the ability to change sale stage and probability of sale via Zoho CRM Mobile
Dear Zoho, as a manager of 12 field based reps, I endorsed the use of the Zoho mobile CRM. Now I find it is not possible to change the sale stage using the mobile website. This is basic sales functionality and it is not acceptable that this functionality does not exist in the mobile version. When will it be possible to change the sale stage and have the % update using Zoho mobile CRM? Please advise Thank you Ian
Edited custom fields in all accounts but they do not show at every account overview
Hello . When you click on the tab; Accounts you can see underneath the black tab block an area where you can click on different views. I clicked on All Accounts in this case and customized the overview here. I wanted to have certain things like Phone, website to see in the overview. However if I go back to the mainscreen and click on a different view; for example my accounts the customized overview I made is gone. Do I need to customize it on every view ? or is there a way that every view will
Custom Calendar Views with Multiple Users on it
Is there a way to view multiple users calendars at once, not all users, but maybe just all of one role or all people that are on one team? Just like how you would have a custom view in leads or contacts. Also is there a way to see just the available times for one or more then one users? Please advise? If not can we expect these items soon? Thanks, Shane
Quote With Days and Time
Loving my Zoho but had one question that would make my life much easier. Have read through the manual and done some research and cant seem to find the right answer. I am in a service based industry where ALL of my quotations are based on labour. That being said I want to have my quotes clearly state the days worked and from what time to what time. Currently, using the product to fill in the portion of thew quote I can only get unit pricing and so on. Preferably I want the actual quote line to
How to handle products with custom prices by potential
Hey everyone here's my situation. We're a small business but we're a partner of a large telecom company. We sell everything they do, but we don't invoice customers directly, we sell the solution and our parent company then installs it and bills the customer and pays us for it. We use Dynamics CRM 2011 right now, and because we don't invoice customers, we track everything in potentials. So we go through sales stages like In Progress > Order Won > Payment received from XYZ Company > Commission
I created a new LEAD; need to change the spelling of the lead but can't edit it - why not?
Anybody know why you can't edit the spelling of the lead's name? I spelled it wrong, but can't highlight the name to change it. Shouldn't this be a feature?? Please advise, thanks!!!
saving email from a different server
I send emails out of a mailer service. I want to save them to my leads and accounts, under their email tabs. In other words, i don't want to create an email, i want to cut and paste one i have already sent. How to do this?
Mapping Fields in Invoices with data from Accounts
I would like to be able to populate fields in Invoices with data obtained from the Contacts or Accounts tabs. At the moment, not even address information automatically populates when I create an invoice for a Contact. I would like to get this to happen, as well as get all of my own custom fields to automatically populate when I create an invoice. Any help would be greatly appreciated. Daniel Russell
Converting Lead to Potential but NOT Account
Is there anyway to convert a Lead to a Potential but NOT create an account until the deal is won? I do not considered potential clients we have proposals in front of accounts until they are our customer but I do want to pull them out of the lead process. I have scoured the boards & the wiki and cant seem to find the answer which makes me assume that it is something right under my nose. Any help would be welcomed. Thanks in advance. -g-
How do I archive quotations ?
Hi, I am using the free version of ZOHO CRM and would like to know if there is a way to archive quotations so that the figures do not remain on the current data?
Email template error message
Whenever I create an email template, when I attempt to save it I get an error message saying I'm limited to 32,000 characters however the template is much briefer than that ~ 1500 characters only. How do I solve this?
Importing leads/potentials adding a field
I have attended a trade show and have 30 leads in xlxs format including notes added by handheld scanner. when using the import wizard i cannot find anywhere that lets me create another field to accommodate the "notes"
CRM Notes- Maximize Window For Editing
Hi: It is very annoying that you can't see the full note when you are editing a note in the CRM system. You should not have to scroll all the way down in what can be a long note to make changes or additions. . You should be able to see the full note for editing with one click. Dan Guttman
Send emails into ZOHO
I have to email documents out of one program. Is there a way to add ZOHO as a BCC so that the email attaches to the client's ZOHO file?
Copy and Paste Contact Info
Looking for user suggestions please. I know there is software out there that takes a business card, lets you scan it and it puts the info into the right fields in a data base. Does anyone know of a gadget that can do the same with a copied name, address, etc. Example An email signature file shows: Kofstad Agency 26 Rice St # 2, Presque Isle, ME USA 04769 (207) 764-4422 Does anyone have a gadget that will let me copy the above and have the info show up in Zoho CRM in the right fields? Thanks.
Where can I find an Expert to walk me through Setup and implementation?
Is there a Webinar I can attend? I see this as a very powerful tool, but I don't want to spend 6 months learning by trial and error. Where do I get started? Thanks - Ken
CRM Set Up - Special Application
Any suggestions from CRM Pros: I have a medical group managing patients for large employers. So far I'm using CRM to track biometric screenings (cholesterol, blood pressure, etc). The tool was invaluable in tracking and reaching out to patients for our first campaign. I'd like to use CRM to do clinical task management, tickler for future patient events as well. In addition, I'd like to apply this same process to another client. So.... Is there a way to separate the data (client 1 vs client 2)?
Does Zoho CRM track emails within an account
I work with 200-400 brides-to-be at one time and need to track each email I send/receive between me and my clients (brides). I'd like to have the email tracked within the account. Can I do this? Is a certain edition required to do this? Thanks.
Split Name and Surname
Very ennoying that you can not select name and surname when creating a contact report, when making mailings using word this is a must. Otherwise I am so impressed and happy with your service, how could you have missed this one??? Thanks Per Per Dahlen
where do i put the website when importing contacts information?
How come there is no line for a website in mapping feilds for importing contacts?
Adding a product to a contact list
Hello, I just finished a large mailing so I have a list of addresses, all of whom received the same product. What is the most efficient way to add the single product (a magazine issue) to a list of contacts? The only way I can find to do it is one at a time from the product page. Many thanks for any advice offered.
How to - Mobile CRM?
How do I get ZOHO CRM on my iphone and Android?
Report Sorting
How do I sort a report - NOT GROUP I need to have a automatic report sorted by certain columns - NOT GROUPED Please advise.
Field Customization
Is there a way to edit a field such as <Lead Source> so that when I create the custom values they will be reflected in all modules (i.e. Leads, Contacts, and Opportunities)? I recently added custom valves for <Lead Source> for the "Leads" module but noticed that the values of <Lead Source> in the "Contacts" and "Opportunities" modules remained unchanged. I had to manually change the field values in each module. Is there a better of faster way to customized field values and have those values across
Migrating data from Salesforce.com to Zoho CRM Enterprise
I would like to use Zoho CRM Enterprise. But I've got 6000 leads in my SFDC Enterprise account. What is the most effective way to pre-customize my Zoho CRM account? And no I can not afford consulting fees so I've got to do this myself. In theory there is a SFDC to Zoho CRM migration tool??? What works, and what gotchas do I need to keep my eye out for? TIA GaryE
Sort Leads by Location?
Is there a way to sort a batch of leads by location
Customized tabs
Hi, We are launching a new product and I would like to create a customized tab where I can put all new sign ups for this new product that come through our website. Any ideas? Thanks, Jason
How to change the setting
for beolw arrow, how to change 先生 to Mr.? Please help me, thanks a lot!
Sort Users - Admin Backend Interface
Seems like you should be able to sort users on any of the given fields much the same way you'd do with contacts and accounts. Any plans on adding this basic functionality to the Admin panel for easier user management? Thanks!
Formula Fields don't calculate?
Hi, I am having an issue with formula fields. I have a number of formula fields built into my potentials module. When my administrator account edits and saves a potential, the commissions calculate correctly. Sales staff do not have viewing access to the commission fields. When their accounts edit and save the potential, the commissions do not calculate. This is a problem, as the admin account currently needs to edit and save every potential in order for our commission fields to work correctly. How
Enhance Workflow to allow automatica processing based on dates
I have learned that there is currently a limitation with respect to date based workflow rules. If you want to have a workflow trigger based on a date you have to either create or edit the record on the date that the workflow is supposed to trigger. It would be much more useful for the workflow to have the ability to track dates "behind the scenes". In other words, if I create a Potentials record on 2/1/10 and I select a closing Date of 2/13 then I want to have workflow rule that will send an alert
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