When I export the tickets to excel 2007, I do not get a normal file
Hi there, I tried to export all our tickets to excel for backup in a csv-file, but it doesn't seem to work. Attachment zoho1 is what you get, just by opening it. Attachment zoho2 is what you get when I tell excel that it is a csv, seperated by comma and all that... I've selected A1 and I also tried it with colom A, it's almost good, but not yet. Can you please help me? Thanks, Joyce
web to lead form mandatory fields
How can i make the form fields in a web to CRM form mandatory? I've tried a code suggested in the knowledge base but it doesn't work at all. Is it possible to do? It would be a great idea to make it an option to select which fields are mandatory when generating the code with the code generator in web to leads or web to contact forms.
To customize the invoice
I own a hospital.we are using the application for making patient invoices. we want to remove TAX, discount and TAX after discount against every item.How do i customize it? Can any one help me.
Problem login in to crm of the company I've got an invite from
Hi there, I've got an invatation to join the zoho crm from my company (Aberfeld). So I followed the link in the mail (see attachment) and filled in a username and a password. I go to zoho crm and clicked the "join my company's CRM account" button. See attachment for the result. Can you help me getting in? Thanks, Joyce
Cannot Update "From" email
I am the sole user of the CRM application. I am trying to update my email address so that mail sent from within CRM reflects the domain email from my company and not my personal email. I am following these steps from within the CRM application: 1. Settings --> Admin Settings --> Users --> edit 2. "Change" next to email address takes me out of CRM to Zoho Business page to manage my profile 3. I click "edit" next to the Primary email address 4. When I enter the new address/password I get the
problems with javascript and field names in web to form
Hi. I'm creating a couple fo forms in CRM using the web to form for leads & contacts. I'm trying to set up a booking form that will fill all the relevant details as a contact in the crm and its all pretty easy so far except that i'm trying to add a script to the form to allow users to copy the billing address into the event address (if the two are the same) just by checking a box. I have a script that works but it only works if the field names do not have spaces. For example it will work with the
Products do not shows in Quotes and Invoices
Hello I am trying to make a quote and when I try to add products to the quote it shows me an empty windows, although I am making the request with the Admin account (all rights) and if I go to the Products site, I see the full inventory there. Carlos Marquez www.upsidecorp.ch
Tabs
How can I set up role based view of tabs - e.g. salespeople don't see cases etc David Bosomworth
When will Zoho Calendar be synced with Calendar on CRM
Appointments and tasks on CRM calendar should be listed on Zoho Calendar. Is there a mobile feature so I can synch with my Blackberry?
Products and Price Books set up in Admin - how can other profile types see them?
OK, I have scoured the CRM help pages and forums and cannot figure this out... I created Prodct and price books in admin and they both show up when I create a quote. However, my sales rep has a "standard" login profile, and she cannot see the products or price books I have set up. Is there something I can do to make them visible to her? Please help! Thanks, Derinda
anyone know what this error means and how to fix it?
Every time I try to sync with Outlook at Zoho, I get the error. CheckDuplicatesExpected token ']' found 'NAME'. "contactitems'[ emailaddress='peter.o'--> brien<--@morganstanley.com' and @syncflag ="N'] Thank you for you help.
How to report contacts that have received an email but haven't received a follow-up phone call?
We have a simple marketing campaign where we are sending out introductory e-mails to be followed up by a phone call. How do I generate a view or report that shows people to whom we have sent emails that need a follow-up phone call? Any help greatly appreciated.
CRM + Mail Add-on: notification when new email received
Hi I am using CRM with Mail add-on. I have configured Mail add-on to access my Google Apps email accounts. I use CRM to send emails to customers using Mail add-on. My question is, how can I get notified that I have received a email response for an email I have sent, without going to the Email tab and without having to go through each of the Potentials (or Contacts or Leads or Accounts) checking the Email section? I was hoping that a task could get created automatically when an email was received
Zoho Mail Add to CRM - need to create a lead not a contact
I have the Zoho Mail Add On. When I select an email and choose add to CRM, it creates a contact. Why can't I create a lead. I have lots of incoming email from people that are new leads? Can I have add to CRM create a lead instead of a contact? If not, can I convert a contact to a lead?
Any CRM Lessons or Tutorials available for the User (employee)?
I am in the process of customizing zoho business & crm for my remote team of 4 and I was looking to see if any videos, lessons, tutorials are available targeting the non admin user? I am looking for a resource that will give them a base knowledge before I go into the details. Thank You
Autoresponders
Any plans to create autoresponders in Zoho CRM? Greg Cross Greg Cross
Adding a description to Attachments
Is there a way to add a name to an Attachment in CRM other than the file name - also can we remove some of the other fields associated with the attachment like size
Referrer Info
I'd like to know the http referrer. I.E. which pages on my website are generating the leads. I believe I could get this with hidden fields, but I'm not sure if it works or which syntax should I use in the templates. Thanks in advance Gustavo
Report Criteria: {NOTEMPTY} is <NOTFUNCTIONING>
We have a custom field on the accounts page that is a drop down list of our predefined Market areas. It is NOT a mandatory field. So there are some that are unselected, etc. However, when i try to run a report against the accounts table, and I use criteria Market ${NOTEMPTY} to filter out unassigned ones, they show up in the report anyways. Thoughts?
Lead to Potential Only without Contact
Hi, We are an etailer and would like to associate Contacts only to paid customers until then we want to convert the qualified leads to Potentials. Once the Potential purchases a product then we will convert to Contacts. Currently on converting a Lead there is an option to ignore Potential but no option to ignore a Contact. How can I get around this? Thank you in advance for your time & assistance! Regards, Raj
How can I change to order on the Reports tab
I want to be able to change the order the Report categories are displayed. Is this possible? Thanks
Other login levels cannot see price books
HI All, I am fairly new to zoho and am having a difficult time getting some basic functionality setup (I wish the supporting documentation at zoho.com was more detailed!) My specific problem at the moment is that I set up pricebooks in admin, but my other login for my sales person Nancy (Standard login) cannot see them when she is creating a Quote! Because it cannot look up a price book, she cannot complete the quote. I know she could make a pricebook of her own, but that doesn't seem like a
Report
Whenever I try to crate a report with some specific fields, the page goes blank after clicking on SAVE or RUN button of the report builder.
Building a report
Hi, im trying to build a report, but im having problems with the following: 1. Im using this modules from de the CRM: - Leads - Accounts - Potentials - Quotes In Accounts, potentials and Quotes i create a custom field (for each module), that is a search type of the module Leads. When i create a Quote, a potencial and an account, i need to know the lead that associated to the register that im creating. for example i have a lead called Mark i create a new Quote and i select
Group leads by company in custom view
How can I make a view that groups all leads from one particular company or institute in the view? In reports this can be done, but I need this when working with the leads. Thx for any suggestion.
Can I add more than 1 customer to a potential
Is there anyway I could add more than 1 customer to a potential? It is common practice to have more than one customer receiving quotes etc based on one potential sale. I am sure there must be a way of doing this but cant figure it out...please help. Thanks Jim
lead to contact question
We have a "lead source" pull-down in the "leads" area, but it doesn't appear to map this data once a lead is converted to a "contact." Is there a good way to make this happen? Thanks! Brian http://www.redpelicanmusic.com
Need an "Invite to Zoho" button that can be used for partners
in a partner's account, the "invite to zoho" button should automatically sign that invited user up under the partner's account. need a tool like that in contacts, email, and also in crm. maybe it could be done with a "button" that could be put into emails too. i think this would be a really useful feature that would help us all to more rapidly add users, and wouldn't take a lot in terms of programming. please consider quickly setting it up. thank you very much. Scott Kaye Streamside CRM Zoho Alliance
Activities - Open Tasks - Edited Screen Report
I edited the "View" "Open Tasks" and added column "Contact Name" Problem: When creating a tasks in "Leads" you select the names from the "lookup", but the names will not appear in the column "Contact Name" It works fine with tasks created for "Contact" We have to manually write the name in th "Subject" field besides the word "Call"
Can you create an invoicefom a potential?
When i view a potential i cannot create an invoice from it. I have to create a sales order and then turn that into an invoice. Is there any way I can bypass the sales order and just create an invoice straight from a won deal?
CRM email - how to know if went through?
I have sent several email to leads ad a couple test emails to self, anyway to verify an outbox to see if actually sent?
Adding Products
Hi It would be good when I add products to a potential to be able to select quanity and for it to affect the overal potential amount. If it does it already it isnt obvious :( Thanks Lee Jackson
non-http link field type
The link field type automatically add "http://" to the front of links that are missing it. I know this is by design and works for most cases, but at my firm a "raw" link field would be very helpful for pointing to secure networked storage. (e.g., Z:\Projects\Sample)
Can I associate my email templates with a campaign to prevent screw-ups?
I am running 2 nearly identical campaigns at the same time, and I'm using email templates that are nearly identical for each campaign. (One campaign is focused on bigger businesses while the other is focused on smaller businesses.) Pricing is different for each campaign, so it's critical that I don't accidentally send out the wrong email template to a lead. Right now, I can see all my template choices whenever I send out an email, so I could easily click the wrong one. Is there any way to associate
Dynamic date ranges for autoresponders!
By design, the Zoho autoresponders require an actual series of dates. This effectively makes the tool useless to me. You need to change the date requirement so that it can allow for dynamic ranges. The dates should not be firm, but instead based on a date of today plus N days. For example: Email 1 = Today (so the date the autoresponder is applied to the record, email 1 is sent) Email 2 = +14 days (so the autoresponder waits 14 days from the first email being sent, then sends email 2) Email 3
Product Module - Who purchased a particular product
Through the Product Module, can I see a list of 'Accounts' of clients who purchased that product? I have tried to customise this but haven't found a way. On Account module I can see what a client purchased but not the other way round! How can i enable this feature?
Mail with outlook
Hi I need to be able to send a mail to a group of zoho contacts with my outlook mail adres. I'm not sure if that is possible, however its very likely that it is right? Thanks for respons
track or report on unsubscribes
How do we get a list of people who unsubscribe from emails? Thanks
Ability to Update Task and Events in Zoho Spreadsheet
When will the capability to update the events in a wholesale spreadsheet format similar to availability in the Potentials tab? Scott
Task sort order by date does not remain
I have a component on my customizable home page and would like to see the sort order by due date but every time I go to my home page the sort order by date does not remain as due date and I have to click it every time to get the due date sort order. Yet in my activities for tasks the due date remains as the sort order so this is working fine, so it appears that this is an issue when adding a component to my customized home page, thanks.
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