Products Lookup Window is Empty -- Help!
This was working a few days ago. Now whenever I try to link a Case to a Product through a lookup field, the lookup window is empty, and the search block returns no records if I enter the name of a product. The search block in the standard Products view works fine, but for some reason (probably something I did during customization of the Products entity) now the lookup list (whenever accessed from any other entity) is always empty. Any ideas on what would have caused this. As I said the lookup
Sharing Data
I am using the 14day professional trial. I have imported leads and created a campaign as a CEO. I want to give my sales manager access to this same campaign and the leads from the import, how do i share this data with him?
Workflow Alert help Needed
I have been asked to create an e-mail alert to notify individuals when the value of a specific field has been originated or changed. The problem is that I need to notify a specific individual based on the value of another field in the record. Specifically, I want Zoho to send a salesperson an e-mail alert when the estimating department changes the completion date for a requested quote. We have 6 salespeople. Their info is contained in the Potential record that is being modified to adjust the completion
Create a client login page on my site where clients can order, and then intergrate that with ZOHO CRM
I need to create a page on my site where clients can login to their accounts, order or reorder from a list of products, and pay with paypal. I then need that information to be kept with ZOHO CRM. Any idea on how to do this? Thanks, Roman
Import mails to cases?
Hello I want to run a ZOHO CRM for a mail-based support process. Currently the incoming requests go to a Gmail mail box. How can I set the CRM so that each incoming mail will automatically create a case?
Email lead to CRM
Is there a way leads received to Outlook from website downloads etc can be automatically sent to Zoho CRM? There are products like eGrabber etc but wondering if Zoho had something in built?
Contacts and emails being deleted
Zoho CRM records seem to be deleted on a routine basis, and I have not initiated the deletion. I had noticed this earlier a couple of times, and thought that it must have been a user error, maybe related to an Outlook sync. For instance I noticed that a contact that I had created no longer had an email attached that I know I had attached from Outlook. When I went to re-add the email from Outlook, I was given a message that this mail had already been uploaded to Zoho. I went ahead and readded
It would help to be able to have control of the order that templates are listed
HI. It would be really handy to be able to order templates under categories according to personal preference per user (or at least customizable to suit the business). For instance at the moment the tempolates are ordered according to when they are created. So the oldest are at the top of the list and the newest at the bottom. I have created several categories to make finding the templates easy when i'm emailing and depending on whether the customer is a new customer or repeat etc. I have many templates
Workflow suggestions?
I'm slowly starting to roll-out Zoho across our company and am looking for suggestions on ways to streamline the workflow. We run a small consulting firm and have a fairly limited number of clients at any one time, but lots of meetings with companies who are potential clients. Typical process is something like this - and how I'm currently thinking to do it in Zoho: 1) Potential client contacts us to arrange for a meeting or conference call - Create an event on Outlook Calendar and then sync to
Associates contacts to an opportunities.
Could some one explain how we could to associates several contacts from several companies and different profiles to one opportunities?. Thanks in advance
getSearchRecordsByPDC (ZC - CRM linking via API )
Hi, Is the getSearchRecordsByPDC restricted only to thedefault predefined colums listed here? The reason why I am asking this is, I tried to get the records from Products Module, where the Product category == "Handset". http://crm.zoho.com/crm/private/xml/Products/getSearchRecordsByPDC?apikey=APIKEY&ticket=TICKETVAL&searchColumn=productcategory&searchValue=Handset This continues to give me "invalid search colum" My API KEY and TICKET is working good. I am able to get the list of contact names / accounts
Can I have multiple email accounts to send emails from?
Can someone tell me if I can have multiple email accounts to send email from? I've just stumbled onto Zoho and have managed to register 3 accounts - I only need one But... I really would like to be able to add multiple email addresses - I can do this BUT: I can't email out from multiple different email addresses Or am I missing something? What's the point of being able to add multiple email addresses if you can't email from them? Thanks Omar
Migrate Data from Other is Locked
Could a Zoho Rep or someone else please help me unlock my account. I checked permissions and everything I could find, and I can't figure out how to unlock the "Migrate Data from other CRM". It was unlocked last week. And advice would be appreciated.
Profile : basic help
Hi, I'm a brand new user and I have a basic question with profiles. I've got 2 users in my CRM : admin and standard. How can you make the standard user view the admin accounts, without being able to edit them ? If I tick "read only" in the permissions, my standard user cannot see the admin accounts. If I don't tick it, the standard user is able to edit them ! Thanks for your help
Different kind of discount
Hi, Can you help me with zoho CRM and the discounts ? I have some special discounts we need to justify. For example, I need a -10% for a new client, a -5% for 2 buys, a -7% for 3 buys... How can we set this kind of discounts ? I'd like to have the lists of discounts in wich we can pick the correct one. Of course, total has to be updated with the new amount. Thanks for any help.
web to lead form not working on windows 7
Our web to lead form is not working on one of our computers (a windows 7 computer rather than the xp ones) the form goes through to the landing page, but there is no contact added or email information. any help? page is www.monkeytower.co.uk/contact.html
Why do I see "province" instead of "state"?
I have set the locale to English (UK) language and the country to Australia but "province" is used across the address fields. For Australia this needs to be changed to "state" but I can't find an option to change it. How is this done? Anton
do i import individuals (who are part of a company) as contacts or leads. I'm not sure what the difference is
and could you also possibly direct me to any "start up" resources you have about using your crm, i cant seem to find any! thanks
Change default currency
Please could you tell me how to change the currencey from US dollars to UK Pounds
Date format in mail merge
In documents merged from Zoho into word I am finding that the date format is reversing. It is dd/mm/yyyy in Zoho but yyyy/mm/dd in the merged document. Is there any way to sort this out? Thanks
Importing Leads Assign Workflow Task to Lead Owner But No Email Notification Gets Sent?
I have had a search round an not been able to find the answer to this. I am importing leads via a.csv file. I import using 'import my organizations leads' On the import screen I select the relevant workflow task, which has within the task the 'notify assignee tick box' ticked. I import the leads and they get assigned to the relevant individuals however there is no email notification sent to the lead owner. Can anyone help? Thanks
How to remove users?
Hello, a couple of colleagues and I are assessing Zoho's usability for wider application. Unfortunately, we have a bit of a usability problem. Some how I added myself twice as a user, and now that I have invited my two colleagues, the user count will rise to 4. I deactivated one of my accounts, but get the message: Deactivating a user's status(including outlook status) will not deduct the number of user licenses for which your company is billed. You have to click on Manage Subscriptions button in
zoho tool integration->activate zoho notebook
zoho tool integration: when I click on notes activate zoho notebook I'd really like to be able to use zoho notebook directly in the CRM. Can you make this one of your first integrations please? The note text area is too constricting. thanks Dennis Dennis Daniels
This Email address is already taken. Specify a different Email address for the user.
My colleague created a new CRM account and then deleted herself as an admin/user. I then went in and created a separate, new CRM and put in her email address to add her as an admin/user and I received the error: " This Email address is already taken. Specify a different Email address for the user." How can her email address be "reset" so that I can invite her to the correct CRM? Thanks, Chaliese
RECEIPT PRINTING & CREDIT NOTE
HI! Seems some basic tools like printing receipts and credit note (for returned products - which will also update stock accordingly) will be nice to have. I may be wrong but it seems there is no template for receipt printing and from where the data will be taken to print receipts is in itself a question! simheswara
How to access Potential -> Contact info from Potential email template?
Hi, I need to send automated summaries of Potentials at certain points. However, I also need to include the Potential client contact info as part of this. From a Potential email template, I only see access to User, Potential, and Account fields. I have tried manually inputting #{Contact.Phone} but the field is ignored on the output. How can I access this information (a simple join) in a Potentials email template? Thank you!
Modify Related List View
How do you modify Related List Views? For Example, under Contact the related list view for Products shows Product name, Product Code, and Unit Price. We need the list view to show different fields. How do we change this? Thanks.
Integrate Zoho CRM API data into Excel
I would like to integrate the data returned by the CRM API into an Excel sheet. This is aimed at allowing a spreadsheet to automatically update itself through a call to the web services.So far, it looks like some VB code will be needed to handle getting a ticket and setting it on the web service call URLs. I could also parse the XML that way, but it would be nice to just use the builtin XML handling in Excel 2007 to process this data into an XML table. The format of the API records from the CRM
Problem with creating lookup fields
I tried to create a lookup field as described in: http://zohocrm.wiki.zoho.com/Zoho-CRM---Custom-Fields.html#Create_Lookup_Field and when I follow the steps, the "lookup" option is not shown in the field information pulldown. Can someone explain what I'm doing wrong? Thanks, Matt
Potentials & Priting Main Page
Does anyone know if you can edit the layout when you print the 'potentials' screen? I would would to be able to print a 1 A4 sheet showing the main details of each potential. I have renamed it Projects and would love to be able to print a cover sheet for example. Can anyone help? Thanks Jim
Creating Quotes for Contacts Without Account
I've been informed that the Account information is transferred when creating a Quote. 50% of our leads do not have a company name (B2C). When they are converted, no account is created. Therefor, when creating a quote, the address information in missing. This has lead me to do the unthinkable having sales people create fake company names so when they convert them, they can create a quote with the address information. I really don't want to take it to the next level and have the web2lead put false
Mass email count
we are having several people do mass emails now with the 250 limit - where does one go to see how many have been sent so we know how to proceed with our mass emails
Duplicate values in Leads Pick List
I am trying to create a Pick List in Leads with the names of a large number of vehicles and models. When I try to do this I am being stopped from proceedng because there are duplicate values. I assume this is because the name of the vehicle is being tagged even though there is a different model after each make E.G "ALFA ROMEO 146 3 door hatch", "ALFA ROMEO 146 4 door sedan" Can any one help me with this?
Mail-related questions/comments
I upgraded to the professional edition today so I can send out mass emails. Is there any way of finding out how many emails you have sent on a given day? As well, is there a way to tie the emails to the account instead of the contact? Alternatively, is there a way to view the emails sent to the contacts for an account on the account's page? I hate having to drill down into each individual contact's page to see what emails have been sent. And I'm still not sure how to fully integrate the Zoho Mail
Bug in Zoho CRM affecting ability to use Skype
I've tested the crm.zoho.com against other zoho sites and other web sites. There is a bug in the crm code that prevents Skype from dialling from the web page. Please view the screencasts of this bug here: http://www.screencast-o-matic.com/channels/ciiwnKhP Please address this bug ASAP as we use Skype a lot. thanks Dennis dgd
Road map updates please
Zoho CRM moderators, Probably the single most used phrase found in moderator posts to questions is "We have that in our road map". I think it would be very helpful to your user community if you could share a little more info with us. I don't expect firm dates or timetables for release updates. I think most people understand that software development is like herding cats. It doesn't always go the way you want or expect. But at the same time, you could give us some general information. I really would
"Assigned to" field linked to Workflow Tasks' "Assigned to" field possible in Tasks and Events?
Is it possible to have an "Assigned to" field in Task and Events? I know I can make a "custom" field, but that's not what I want to do: I want to have it be the same "Assigned to" field that is in Workflow Tasks. Otherwise, when the workflow task is automatically assigned via the workflow rule, we cannot see who is responsible for that task in the Task and Events list. We have to manually add the person who is responsible in the Task and Events list, but this is not something we have the time to
Filter for "Add product to Proposals"
Hi, i was wondering is there a way to filter the results shown on the "Add Stock to Proposals" page? As my products are one off and only ever have one of them. I now have a large list of sold stock. Maybe a filter for "in stock, Sold, Due" would be good? Thanks Mark
Importing Excel leads from Excel for Mac
I've got a 2400 entry lead list in Excel 2008 for Mac 12.1.0; can I import into Leads ? Thanks !
Stuck with typo in email address for new unconfirmed user - now what do i do????
We have the Free Edition, which is limited to 3 users. Yesterday I added the 3rd user, and the system automatically generated an invitation for him to log in. However, I had made a typo in his email address, so he did not receive the invite, and his confirmation status is still "unconfirmed" How in the world can I fix this? He can't log in to do it himself. And with the Free Edition his status is Active, and his profile is automatically Administrator, which I cannot change. That means I cannot
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