CRM Shopping cart
How can I integrate my shopping cart with my ZOC RM?
Mass email based on Account criteria
this may be a repeat post I need to email contacts but the selection criteria is on the accounts all of the info I need is on the accounts page since it applies to the account and not the contact does anyone have a similar issue and need to email contacts based upon account criteria and have found a work around?
AJAX submission for Web to Lead form
Hi! Are there mechanisms in place to submit a Zoho CRM "Web to Lead" form using AJAX? I would like to use a Web to Lead form on my site, but all my other forms are submitted using AJAX and do not have a dedicated "thank you page". I would hate to break this convention just for my Zoho CRM form. Thanks in advance!
Google Voice Extension not working in Zoho CRM
Hello, I have been using the Chrome browser and the google voice extension for the last week or so. All was working fine until yesterday when my selection of a phone number within Zoho CRM shows a SKYPE:+1xxx-xxx-xxxx in the status line. If the hyper link is clicked I get a warning box that I am invoking an external program (skype). I cancel and am unable to get google voice to work upon the hypelink. Any ideas why this might have changed in Zoho? Google voice extension works as expected in other
Last client relation
Hi, 1/ How to create a custom field that indicates the last client contact (call, invoice date or visit). Or 2/ I'd like to identify clients I have not been in contact with since x months or weeks. Regards,
Minimize Option for Field Sections
Hi there! I like the new "show/hide details" feature on the new version of Zoho CRM. Since my organization tracks a LOT of information about our contacts, this is helpful when searching for something specific in Campaigns, Notes, etc. Could you add this same option to the sections of the Contact Details? Thanks! --Lisa
Stock Bundles
Hi, Stock inventory is reduced whenever we make an invoice and restocked when we get the Purchase Orders fulfilled, this is cool. Is there a way I can sell it as a bundle some items from the inventory? E.g. Item 1 - Rs. 10 Item 2 - Rs. 10 Item 3 - Rs. 10 Bundle 1 - Item 1, Item 2, Item 3 - Price - Rs. 30 and when use the bundle it reduces the stock by 3 units instead of one. Is it possible? Thanks.
Show discount percentage instead of discount amount
Hi, In Invoices and Quotes modules, how can I show the discount percentage instead of discount amount. Tried "Quotes.Discount Percentage", "Quotes.Discount Pct" etc., but couldn't get it working. Thanks.
Mail merge on single contact with a button like the email feature
Quite often we need to send a mail merge from a created template to only one contact. The problem here is that we have to view the list view to find the contact and then if that contact does not show up we have to search etc which can be quite time consuming. All we need is a "Mail Merge" button or section like email that we can click once while we are in the contact record and create the letter, and it would be even better to be able to attach a copy of that letter with the merged information
Email activity report
I am being asked to produce a report showing who got a certain email we sent via mass email and individually please advise how i can produce this type of report
Are there any field validators in Zoho CRM?
Ok my sales people are driving me insane. There is no consistency on how they fill in the fields in Zoho. I need a custom field validator for a text field like phone number. Is this possible? Thanks you.
Skype Functionality
Skype Functionality is STILL not working. When attempting to use Skype by clicking on a phone number your site doesnt put the "1" in the Call To tag. As a result, Skype is led to believe we are attempting to make an international call instead of a call within the US. I would appreciate it if you would make this VERY Minor Fix, which incidently has NOTHING to do with your use of AJAX. Pete DePalma
Notes - where's the Notes module?
In our business we write filenotes after sales meetings and calls. I'd like to store these filenotes in Zoho, but Zoho seems to have very limited capability with storage of notes. In our old CRM system we could relate a filenote to multiple people (contacts), multiple organisations (accounts), as well as multiple opportunities (potentials). This was extremely useful because we often have a single meeting with mutiple people from multiple organisations about multiple opportunities. One filenote
Purchase Order -Create from Sales Order and drop ship to cus
I am a Reseller and would like to be able to create a purchase order from Sales order data, including requesting the distributor to drop ship the products directly to the customer (customer as 'ship to') as I do not want to warehouse the product. I do not see these features currently but I am also new to the product. Can I do these things today, or do you have plans to add these features soon?
Printing
When I print a Contact's details, why don't the 'notes' get printed along with everything else? Is there a way of specifying what should be printed and what shouldn't? For example I often want to print contact details to take to a meeting with a client - I need the 'notes', but not the list of 'emails' exchanged. This will be easier once you produce an iPad version of course!!
Problem in Inventory template...
We have specified Account Name in quote… We have specified the same in inventory template (See first field under “Bill To”) Still we are unable to see the same in “Print Preview”.. Kindly advise, what we are missing!!
SSL for Webforms
Hi, I am using the Web to Contact Form and since the code you provide is https, I am having the security certificate error while submitting the form. I cannot have my customers look at this. I tried to make it http and tried. But this takes to a ManageEngine page when you hit the submit on the Webform. Please let me know asap if there is a way I can have the webform not use the SSL. Thanks, Lepide.
Screen Resolution in "New Version" for CRM
There is no doubt that the "new version" is excellent update. But there are many PCs and Thin Clint screens are working on 1024xNNN resolutions. We face that some of the portion from side is going out of the screen in this screen resolution. Is there any way-out?
Skydrive integration--is it possible-is it coming
Are there plans to integrate with Office 360 and Skydrive? Is it possible now?
WorkFlow Alert for "deleted"
Why there is no worflow alert when a element is deleted ? It could be very usefull.. thanks
Imported Google calendar -- now cannot edit
I imported my Google calendar into Zoho CRM, and cannot delete or edit anything there. I have sent many, many, many requests to "support", begging for help. No one has been able to undo the import. This makes my Zoho CRM calendar unusable and unreliable. Any Zoho geniuses out there that could help me out? Aloha, Phyllis
Inventory Templates - Letterhead
Hi - I've managed to create a quote using the HTML section of the template editor but can't for the life of me work out how to put an image into the HTML code so that when it exports to PDF, it keeps the image at the bottom of the page regardless of how much text is on the page. The reason that I want to do this is so that it exports on my company letterhead.
Can I substract dates on custom created reports?
Is there a way to substract dates, for example Due date - Created date of a potential? Thanks Maria
Formula Help, sending me mad
I want to write a simple formula i have two fields that i need to add together in CRM cases. I am trying to create a custom formula field that adds these fields up I enter ${Cases.Administration Fee}+${Cases.Final Duties Fee} I recieve the error Formula Custom Fields not allowed in expression Can anyone show me the correct way to write this formula Thanks Chris
How to add contact column on open tasks
When viewing the open tasks ie on the home page, I don't really need the priority column, but would rather have a contact column so that I know who the contact is that the task belongs to. For example, I may have FU on last email, as the subject for several tasks, but would have a better idea of the relevance or time to call a person, and thus would like to be able to view the contact name right there.
Task Status disappears in views
Hi, I am trying to create a view that filters out completed tasks and only shows in progress, not started, etc. However, when I edit the view and add the filter for status, the view displays all entries and the status column is completely empty. Any ideas? thank you, Silke
IMAP Capability
Whilst researching email account set up for an existing client who uses an IMAP email system (Zimbra) we realised that you massively restrict email using by using POP email. We cannot recommend to our client that they separate out their email storage to an IMAP system (which gives them universal access, desk-top, webmail, and smartphone) and a web based POP system that then means they might only see a client response not on their smartphone but on Zoho when they next logon. Can you integrate IMAP
Is it possible to modify field types of mandatory fields?
Hi, Some fields such as address, city, country are mandatory fields and I can't modify their types since they are fixed to text type. Unfortunately, many of our sales guys make stupid mistakes when typing city names; therefore, I would like to switch these text fields to combo lists in order to avoid these mistakes. Is this possible to do? If it is not possible, I would like to know how I can create a new field value which can be seen by other modules. For instance, I would like to create a new city
Map Dependency Field
Hi, I tried to map dependency fields between 3 picklists. It works from the first picklist to second but not from second to third. The multi level selections were link in the following manner: Industry > Industry Sub > Industry Sub 1. Industry Sub 1 seems to display all values whatever selections I made to 'Industry' even though the dependency was connected only between Industry Sub and Industry Sub 1. Which means, the tier override the second mapping.
Forms - Accounts
Is it possible to move the field "account number" to the permanent header section of the Account form instead of in the "more details section" ? thanks Bruce
CRM - How do you merge contacts?
Hi, how do I merge duplicate contacts? Situation is: 1. I had a list of contacts in Zoho CRM. 2. I purchased the paid version because it has Google Contacts and Calendar Sync. 3. When I did a Sync from Google Contacts to Zoho it created a whole bunch of duplicates ... Also it imported everyone! Not just the contacts from the google contacts 'group' I had selected. The sync is set to daily. I don't want a whole new list of contacts every day. Joel
What skype rates are applicable for calling in India
We are a company based in India. When we click on phone number of a contact, it goes for dialing through skype. Our query is what charges of skype will be applicable, as the number visible in caller ID is showing country code other than that of India.
Forecasting by Sales Region
I want to be able to run a Sales Forecast that has a column (custom field) of the sales region. That way I can see the company number, but quickly parse out what regions are delivering. I have tried doing this and can not figure it out, is it possible? Thanks!
Importing Contacts where Account Name is non-unique
I'm trying to import Account and Contact data. We have many Accounts where it's the same company name but different sites (eg "Acme Ltd" with branches in Birmingham, London and Leeds). We need to import Contacts, and have them associated with the correct branch Account - but the Contact Import facility only seems to allow associating them by Account Name. How can we do this? We do have additional unique index key data for each Account in our import data, and the Contacts import data references this
Google Voice integration?
I'm new at ZohoCRM and I am in the process of evaluating it as a replacement of my ACT software. I've noticed that it works well with Skype but I would like it to work with Google Voice instead. I admit I haven't spent much time with it but I do not know if this is currently a supported feature. I've seen a post that Google Chrome has an extension that will work with it. Is anyone aware of this? If so could you explain how you set it up and how it is working for you. Thanks, Rob
Zoho Integration with Google Voice
How about a feature that would allow you to use Google Voice to call contacts from your desktop/CRM? Navigate to Contact -> Click Phone Number -> Click "Call using Google Voice".
How can I have the phone links open google voice in chrome -- instead of Skype
I don't use skype, but do have google chrome with google voice plugin. For more other sites, when there is a phone number, there is a hot link which then allows me to call with google voice. It looks like this is being overridden with Skype. How do I change that?
I don't think the comma (,) is necessary
Hi: If I create a View, shows a column which has Integer value, (in my case, it is product number from one of my provider), but it shows the number with comma. It doesn't make sense, if I need comma to show, I will use field type as: Currency. I notice the value shows correctly without comma in the detail form, that is what I like to see. (Please see the attached screen shot). Thanks
API calls are failing
@grlwithcomputer @zohocrm are you guys having problems? our API calls are failing and not sure where to go for support.
Importing accounts etc won't associate to proper user for some reason?
Hey everyone, not sure what I'm doing wrong. We use Google Apps so all my users are user@mycompany.com which I've set up through Google apps and then they have usernames like user1, user2 etc. I'm trying to import from Dynamics CRM but no matter what I use for Assigned To, it always assigns to myself. I've tried using full email like it says for the user, that doesn't work. I've tried user name, first name, last name, full name, it always assigns it to myself for some reason. Everything else
Next Page