Quote template - zeros for defined fields
Hi, I have an issue with quotes templates. Even though I have defined the ${Quotes.Discount} ${Quotes.Tax} in the template, added the discount and tax while creating the quote...yet it renders zeros. Please, see attached image for a better explanation. I'm I doing something wrong? or is this a bug?
Zoho CRM Old UI - Bidding Adieu on Feb 6, 2012
Back in Jul 2011, we introduced the new Zoho CRM UI to a few users (CRM Admins & Paid users) and after that, incrementally opened it to all users by Sep 2011 . Over the last couple of months, we listened to all your suggestions & comments and made several improvements in the new UI - for example, Wide screen layout, business card view customization, sticky recent items, themes, show/hide quick actions etc. As announced in other forum posts , we've decided to discontinue our OLD UI on Feb 6, 2012
Notifications from Tasks
Hi all, We are having an issue with assigning tasks and follow ups. For example, John creates a task for Peter so he assigns Peter as the owner and sends him a notification. Peter then does the task and marks it complete in the task form. How can he send a notification back through Zoho to John to let him know the task is complete? Thanks in advance for any insight!
custom field picklist change field name not reflected in map or other modules
hi, If i change the field name on a custom field picklist in leads the field name in the map or other modules does not get updated, it stays as per the original. I have selected that the picklist be created across Leads/Contacts etc ... Further to this it seems to not update the field where the custom was created in my case it is leads BUT it has been renamed to Inquiries maybe this is the issue
Send Email Button in Contacts not working
The send email button in mine and my colleagues Zoho CRM contacts forms are not working. The button depresses but there is no response and a new email window does not appear as before. I have tried it in both Chrome and Firefox - same result. Anyone have the same problem? Any ideas on how to resolve? Thanks
Zoho CRM: 5 decimals on price list, price and quotes/sales orders
Hi! Our customer requires quotes, sales orders and invoices with 5 decimals on the price. Can this be done? Thanks!
Search just in the Leads
Hi, I realised that the serch option give a result in leads. Id doesn't search for exaple in contacts in other part of the database. What can I do to search everywhere? Thanks, Gabor
Adding a reference number to new leads
Is there a way for Zoho to automatically apply a reference number to new leads in chronological order? For instance, if we create a new lead it would start at say 00001. The next one would be 00002, etc. We've been using a hit counter to dole out reference numbers and add them manually, but it would be a lot easier if Zoho could do it automatically. Thanks
Problem updating Credit card details
Hi We are trying to purchase Zoho mail add on for Zoho CRM we update credit card details but this continually fails . We have been trying for over a month now
Cost price vs. sale price
Hello, I'm fairly new to Zoho CRM and struggling to understand the "unit price". I see we have "vendors" = suppliers, and "accounts" = buyers/customers, is that right? But the products only have one price, the unit price. How does that make sense? The prices at which I buy a product from a vendor and re-sell it to the customer naturally have to be different. Is there a way to have different prices and allocate the right price to the various functions, e.g. cost price to purchase orders and resale
Search function improvement please
In the old version you could search the current view in contacts to limit the results. In the new you cant. Please try and get that option back thanks in advance
Report question: # of leads created per day
Should I use Zoho Reports? Looking to see # leads created per day - Thank you
Need to upload a photo from web-to-lead form
Hi, I am working with the Zoho CRM web-to-lead form and I am wondering how to allow for a user to upload a picture into the form from our website and have this picture automatically entered into the leads section of CRM. Thanks. If this is not possible, any suggestions on how to work around?
Associating a Deal with a Campaign?
I am looking for help / guidance on associating Deals with Campaigns at the time when a Deal is set up within Zoho. I see where we can go to an individual Campaign (Spring Webinar, for example) and "add deal" from the list of options in that profile. BUT there are many times when our sales reps are opening up a Deal and they'd like to associate that with the marketing campaign they know it resulted from, but there is no option to "add Campaign" in the Deal field. Is there a way to add the "add campaign"
deleted accounts showing in search...
i have many deleted accounts from the testing phase of Zoho CRM. only recently they have started showing up in the search options. Can the search function be set to only show active accounts?
Better image handling for Avatars
Hi Team, Something that I find extremely useful in a CRM (especially as I organise events where a lot of members show up) is to have a meaningful photo (aka avatar) for the user. However I find when I upload a photo the Zoho system just squeezes it into a square box, most other systems handle this more gracefully and maintain at least the proportions on the longest side rather than squeezing the image. Is it possible to adjust this behaviour or alternatively provide an avatar editing tool, so when
how to create custom fields automatically
Hi, I need to create many custom fields in contact module. Is there any way to create all of them automatically after passing in all fields names instead of creating one by one manually Thanks for helps, Haili
How do I link products to companies/leads before they are accounts?
My products start my lead process. The flow is the following 1.) Product uploaded into Product Module. Enter many unique product details. 2.) Product(s) and the company who makes it turn into my leads. 3.) Leads then turn into different types of accounts & potentials based on the product. How do I assign a company, that is a lead, to a product? Then, how do I make sure all the data entered in the product page goes into the lead then account then potential automatically? Thanks
attachment sizes
Why is the size of attachments limited to 3mg? How can this be expanded?
assign an email to contact or lead
How can I assign an email in my inbox to a specific lead or contact in CRM?
close task / activity
When I press "close" next to an activity while in the 'probables' module, sometimes it closes it.. and sometimes nothing happens. About 50% of the time either may happen. When it doesn't close the task out, I have to edit the task and then manually change the status to "completed". Has anyone else been having this problem? It's much quicker if I can just press on the "close" link without those additional steps.
is there some way to confirm that "merge fields" are working?
I'm finding that merge fields in email templates don't always work. In the email, the merge fields are simply blank. There must be a pattern to it, but as of now it seems completely random. Is there at least a way to force test an email template to make sure the merge fields come through properly?
If I delete a user in the free "3 user system" - will any of the account/lead/potential information be deleted too?
If I delete a user in the free "3 user system" - will any of the account/lead/potential information be deleted too? For instance, we have two other users... we all share the same contacts/accounts/leads. One person is leaving our company, and we would like to setup a new user in the system. However, we dont want the new person to be forced to use the old person's username. thoughts? Cory
BUG: API Doesn't Return Seconds for Modified Time and Created Time
Issue: The "getRecords" API method no longer returns seconds for the "Modified Time" and "Created Time" fields. This is a CRITICAL issue, because the "lastModified" filter in the API request IS accurate to the second; therefore, major sync errors can occur. For example: If the modified time for my last record was 16:47:36, the getRecords method would return a "Modified Time" field like this: <FL val="Modified Time"><![CDATA[2010-07-18 16:47]]> (Note how it chops off the 36 seconds). If
Unit cost of product
I wonder if you can put higher values on prices because we work with high-value products
Record ID like Zoho Creator where is it found and how to see it
Hi We use zoho creator and in that app when you create a record you can in the view see a unique record ID This is very useful when you want work with a specific record Does ZOHO Crm provide this, how to view it , and importantly how to use it in an API call is it a PDC for example
Spacing problems
Can you please find a way to remove all the extra space between fields and categories when we view contacts, etc? It takes me forever to scroll down. I really prefer seeing all my info in one screen. Thanks!
How do you run a campaign?
I have a campaign created. I set up my list of contacts, but can't figure out how to send an email through the campaign.
CRM Security by field content
Is it possible put security based on field data - example when a field in lead = "xyz" then dont share that lead or potential etc. regards Oscillosoft
Roles: View other user's records - Select Edit or Delete
I would like a sales team to be able to see each other's records without having full edit/delete permission for the records. I would like the Entity Level Permissions to enable me to select Create, Edit, Delete AND View. This would eliminate the need for the Data Level Permissions option of Everyone can Edit/View all users data. I would also like to set Field Level permissions for View and Edit. I want every user in a specific Role to view all other user's records. I do not want them to be able to
If changing a custom field from a pick list to text isn't possible, won't deleting the field and adding a new one delete all data that is currently stored under the pick list?
When we originally set up our CRM, we set up many of our custom fields as pick lists. We now see that it would be much easier and more effective to make these text based. After researching, it appears that it isn't possible to simply change the current lists to text. I'm assuming the best way to do this is to delete the current pick list fields and create new ones as text. However, wouldn't doing this delete all data that we have already entered in the pick list format? Please advise on the best
Create Workflow rule using data from multiple modules
Hi I need to create a work flow rule that uses data from 2 modules. Contacts and accounts. I need to automate an email from a filed that is in the contacts module but it needs to send to an address that is recoreded in the accounts section. Can anyone help with this Regards Chris
Can I change the originally created username of an account?
We set up Zoho accounts for many of our clients and admin them. One in particular I added an "s" to the end of their name when it should not have been. Is it possible to change the username after the fact? If personally can this be done by a zoho rep? THanks
Inventory Template
I built a custom template for invoices, but I do not know how to insert the page numberand how to divide the items of the bill on multiple pages when I export to pdf. This is possible?
Importing values into custom picklist
Hi, We are a zoho creator user who have invested time and energy into making several picklists for use in our app Now that we are also using CRM and 1) Ideally woudl be nice to share the pick list or lookup between the two (easily) 2) Failing 1) automatically import the list values into zoho crm at the moment all i can think of is a long cut and paste session any ideas ?
Pre defined Views what is the actual Criteria
Hi can someone explain or tell me where to find the criteria for pre defined views For example in the leads view "Recently Created Inquiries" what is recent ? And for the the leads view "All Open Inquiries" what is open and how does it get closed as opposed to converted Thanks
Multiple Discussions central visibility
With some companies I have multiple discussions with different individuals about the same or different projects. Likewise I can have a number of people in my organisation speak to the same person at the client about teh same proect.. Is there any way I can get a chronlogiocal look at all conversations ( notes) that have taken place with the client or targeted prospect, without having to know which contacts notes to access individually and read not necessarily in correct order?
Can you send a one-off email to multiple contacts and have it tracked for all?
Here is the scenario. I want to send an individual (one-off) email to multiple contacts and have the email listed in the Email History section on the Contact Detail screen of each user. I invoked the Send Email function from the Contact Detail screen, but there was no way to select additional contacts from the email screen. I tried typing in the email addresses of the other contacts and was able to send the email, but the email history only attached to the original contact.
Open Activities related list
After customizing the related list for Activities, I am still unhappy. The activities should default to sort by date instead of sorting by alphabetical order - this just doesn't make sense to me. I'm referring to the related list that shows up for Open Activities in Potentials, Contacts, etc. Is there a way to fix this on my end?
New field, with data based on 2 other fields.
Hi guys. I've got a really tricky one that I'm struggling with. I am running a report that shows how much we have paid vs how much we have been re-imbursed by the company we are a dealer for. Here is the tricky part... I need to show a total at the bottom of how much we have spent, BUT, the data will need to be totalled in a really obscure way.... To shorten it right down I need a field that works like this There are 3 Fields : FIELD1, FIELD2, FIELD 3 FIELD3 CONTENT = IF ($Value of FIELD 2
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