creating products
Is it not possible to create a product that is available to all users? Needing to create the same product for each user is quite time-consuming if that is the current set-up. Rob Corey
customize my PO/Invoice/SO no'
pls advice how i can customize the running no' for thoes docs by my self Amnon Bouthz
webtoleadform problem
I have created a web to lead form and placed it in my web page and it works just fine. However, when I view the page in IE I get the following error message: Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 6.1; WOW64; Trident/4.0; GTB6.3; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET CLR 1.1.4322; OfficeLiveConnector.1.4; OfficeLivePatch.1.3; AskTB5.6) Timestamp: Thu, 27 May 2010 15:48:46 UTC Message: 'document.getElementById(...)'
How do i make the invoice & quotes views share the same information fields as contacts?
Hi. I want to have quotes & invoices that replicate the same fields from contacts so that when i am creating an invoice in CRM the information from the contact is automatically transfered over. At the moment all i get transferring over is the name of the contact. I have customised the contact fields and mapped them with other tabs but i cannot map them with th einvoice or quote layout. Is it possible to do this? I have spent 2-3 hours looking through help notes & the forum hoping to find something
Google apps for domains sign-on
Hi there, I deployed Zoho CRM for one domain (company1.com.ar) and registered the three free users. We never used the application because we later switched to anohter Google Apps domain (companyB.com) When I tried to register me for Zoho CRM under my new profile, Zoho says my username is already taken (John.Locke@companyB.com). I realize my previous Zoho CRM profile (John.Locke@company1.com.ar) is still operational, so I go and close that account. Now I want to register my user for my Zoho CRM under
multiple custom quote or invoice templates
Is it possible to have more than one quote or invoice template that can be opened to use as required. My impression is that its not the case and that only default templates will be opened if i choose to create a quote for example from a customer contact page in th eoptions list at the bottom. I guess i might have to clarify... when i'm looking at a contact's details if i scroll down in the view i see a link to make a new quote and another for a new invoice among other options (new note, Add product
Importing Contacts/Accounts
we have implemented Zoho in our company for B2B operations. Our sales force have provided me with relevant customer lists that I have imported into the database. We have a number of user defined fields that need filling in as we get the information (i.e perception to our product or test volumes) I would like to have the facility where you can mass update those relevant fields based on information in a spreadsheet. Using the import Contacts function does not seem to work because it just creates
"Product Details" tag is not coming in the response for transaction records
Hi, I canot see the Product Details tag in the response coming from zoho when trying to get records from transaction records like sales order where there are some products found. I had written the code some days back according to the response coming at that time, not that code fired error. I am not sure why this type of response coming from zoho. Can anybody help in this case? Thanks
Cannot SEND MAIL from Contact record.
"Button" shows it was selected, but no response. This was working up until an hour or so ago, then stopped. Other functions, NOTES, ATTACHMENTS, etc all work fine. I am using SEND MAIL with templates, but now cannot get to open template. The Support line has been uncharacteristically busy this afternoon. I am surprised the problem has not already been posted.
How to add this field in Contact???
If a company i.e. XYZ ltd. has 4 subsidiaries under its belt. for e.g. 1. XYZ events 1. Sponsor 2. Speaker 2. XYZ Motors 1. Contributor 2. Sponsor 3. XYZ Finance 1. Client 2. Collaborator 5. XYZ Investments 1. Investor 2. Co-Investor Additional Tick Boxes a. Infrastructure b. Service If we are adding one contact who works in an organisation abc.pvt ltd and he might have his relations with more than one of the subsidiaries then I would want to show all the related subsidiary for that contact.
Is it possible to track customer contact history?
I can't see where we can track contact history and sales history for accounts. There seems to be nothing in the account section, nor the contacts section. I know it's possible to place an text area in each section to manually enter comments, but that's not the same as tracking activity with the prospect or actual sales by account. Somebody please correct me if I'm wrong. These are basic CRM functions and are needed. Thanks.
Zoho mail add on
I Tried out the mail add on for a couple months now, some thoughts. Yes, it will show you emails that you have sent to or received from a Contact in the contact page, but not in the account page. For those of you that want to use the template feature(I was most interested in this). It will add in contact name, company, etc with smart tags. The reason I wont use the program is that it uses some terrible editor that is nothing like Zoho mail. When i want to make first contact with a new contact, i
Insufficient Privileges to perform this operation
Seriously, what kind of error is this? Is this a catchall error message that you output when you don't know what's wrong? I get this message all the time (especially when modifying reports/dashboards/etc) even though I am the administrator and have full super-administrative rights Is this a known problem?
can't unlink from CRM and make new CRM
In CRM, my login is tied to a business group. I no longer want to be associated to that business group, and want to have my own CRM account. There doesn't seem to be any way to correct this - The admin for the business group cannot 'delete' me from the list of users. The only option is to 'disable' me, which then prevents me from logging in to CRM at all. How can I completely disassociate from the existing business group and create my own CRM?
Relation (Lookup column)
Hi, right now i'm stuck while trying to import my databases with existing relations. I have a .XLS called Company and one called Contacts (relating to Accounts and Contacts). In the Company file i have a line called CompanyID. In Contacts i have a line with CompanyID and one with ContactID. How exactly can i import this relation between accounts and contacts so that i can see which contacts refer to company and the other way around? Do i need the lookup columns? Thank you, Lukas
Importing Data/Notes into Zoho
We currently use ACT. I am having problems trying to figure out how I import all of my notes into Zoho. Some of my contacts have multiple notes. Any suggestions?
Reduce the number of Task steps required to makes a call or send an email.
Unless I have missed something, the way things are at the moment is that if you have a - task to call a lead - one has to: 1) Click on the Leads link. 2) Scroll down to Log a Call 3) Log the call details / Save 4) Go back to the task 5) Mark the task as complete or Clone. A) Would it be possible to add links from the task to Log Calls / email events / etc. this would cut out steps 1 & 2.
Call log or note-to-task
Hello, I've searched the forums for call logging, but find only sporadic mentions to include it in the next update, this going back several years. A simple solution would be a "note to task" option, where your note (call log, in this instance) can be given a follow up date and defacto become a task, without losing the integrity of being a note (important client information, and not just a to-do list). Will this be possible soon? Or are you implementing call logs in another way? Thanks!
multi-line comments in potential module ?
Dear Sir Is there any possible to add mutli-line comments in potential modules ? as our idea , we want to add comments under potentials just like the case module. in case module , there is a comments information section. people can create many comments in this section. our supervisor need to reply comments to sales persons directly in every stage. thank you.
Writer/CRM Contacts - Mail Merge?
Hi, Is is possible to mail merge my CRM contact list with a Writer doc? Thanks.
Repeating calendar entries
Have made recurring item in my calendar, changed my mind and wanted to delete it could not. Has made entries up to 2010, thought it was an issue with Safari, did the process over again in Firefox, but didn't help. If you delete a recurring calendar entry why does Zoho CRM not remove it properrly, want my calendar wiped, if this is a functionality flaw then it's a serious one. Repeated it on an less elaborate entry and the same thing happened. Pls help me to wipe my calendar completely and that of
Discount Levels on Products...
Is it possible to have 3 discount levels for a product and to have the first two available to all users but to restrict the 3rd level to managers field level access? This can be a percentage or a price if that makes it easier. Any help is appreciated. Wes
Can someone help me setup all my zoho accounts?
I think that Zoho product are awesome... except I need someone to walk me through the setup so i can learn how to use everything i'm paying for! Also, I need someone that I can understand as well... i don't mean to sound racist or anything but, I cannot understand their support staff i need an english speaking professional to help me setup what i need! Can anyone help me???
Videos to setup ZOHO CRM
Hi, I am new to zoho and I want to learn how to do things with zoho crm. We have multiple accounts and we want to manage. Are there videos out there for these stuffs? Thanks, Patrick
Managing Potentials: Scenarios!
Hi Folks, I am currently investigating the best way to have potentials (opportunities) used within ZOHO. Any feedback on the best practice for some of the scenarios to follow would be appreciated! We have an existing account, to which we have a 3 year contract (part way through) to supply a number of products. On a weekly basis they call us to order products, with a PO and Volumes (which vary based on usage). How should I manage the potential records in this case ? As we have no need to quote for
Links to Google Docs
I have just stated to use Zoho CRM and would like to know if it is possible (or will be in the future) in the opportunities page to link an attachment to a Google docs file? This would allow my team to work on a proposal linked to a specific opportunity. Once the proposal is complete then it could be attached in the normal way. Rob
Email view in Activity
Since email is a activity. I am trying to do a Activity view showing emails from today. That way I can place this on my home page and see today's emails. However emails do not appear int eh activity view. Please advise if I am missing something here or there is a al;alternate way of doing this. I already have a report, but I need a view to get it on the Home page.
Around Me Lead/Customer Searches
Hey, does the platform have a way to do searches from my smart phone to find all businesses in my database that are located close to my present physical location... So, when make a sales call I can map out prospect I could pop in on to do and impromptu sale call or client call. Like the iPhone app "Around Me" lets you identify businesses in your immediate vicinity. Thanks for your help! Rodney
Zoho CRM in Google Apps - cannot renew license
I was having issues using my Zoho CRM installation in my Google Apps domain so I uninstalled the app. I have attempted to re-install the app which appears to have worked except for the fact that I cannot renew my license for the app. I click on the link marked "renew license" but nothing happens...can anyone help? thanks in advance Raf Sanchez
File attachement in product
Hello Is there a way to add a file attachement in the product tab ? Would be useful to link product prospectus Thanks for your response
Apostrophe's in emails????
Hi, One of my users is send a template email and instead of " I'm " being displayed in the sent email..it shows I'm. If i send the same email template it is fine? What can this be...a setting on her machine?? Regards Chris
Converting Lead with same name doesn't create a new account.
Hello, When i convert a lead with the same name as a previously converted lead, it makes a potential and Contact but no Account. So only the original Account from the previously converted lead is there. The people are different so i don't want to attach the protential and contact to it. Why on conversion doesn't it recognise there is an account of this name already, do you with to add to this account or open a new account? Chris
How do you handle an on going contract with an account ?
Hi Folks, I posted something similar in the general help wanted forum, having now found this forum here is the refined version! Scenario: We receive a lead, to provide a years worth of products, to be called off on a JIT basis, at an agreed price (+/- an index). The lead becomes a potential when a tender is submitted to supply 100,000 widgets to the company over a year. If we assume a widget costs £1, the potential revenue is 100,000. The contract gets awarded to ourselves, and we start supply.
Associating Alerts with workflow rules
How do you associate an alert with a workflow rule? I trying to do it with "contacts" and do not see how to set up the association so that when the workflow rule is triggered, the alert gets sent. Thanks.
Reasons for Loss
Hi, After marking a potential as Closed. Lost, is there any way I can enter the reason for Loss - price, etc., in a manner so that I can subsequently create a report to look at loss analysis (rather than just add the reason in a Note). Regards Vikram
ZOHO CRM GUI (GRAPHICAL USER INTERFACE) AND NATIVE APP FOR IPHONE : SUGGESTIONS AND REQUESTS, COMPARED TO HIGHRISE
(This message has also be posted in the conversation with the general topic "iPhone App ?" in Zoho Mobile forum and also in Zoho CRM Forum -- feel free to respond or comment here or there, thank you) Hi dear Zoho team, I would like to suggest some important features related to the GUI of ZOHO CRM in General, and some features related more specifically to the features that any native Zoho CRM app for iPhone should have. Let's start with the last of these two topics, Zoho for iphone App : - we still
About zoho creator and its integration with zoho crm
Is it possible to create applications with ZOHO creator that integrate with zoho CRM ? and is this integration deep ?
How to display product name(rathan than product details- empty) in customize invoice view
Hi there, I am working on customization of Invoice view. In the selections, there is only category called 'Product Details', however, if I select this, it's empty when displaying it in the Invoice view. The data I want is the product name. Is there a way to add product name to the selection list in customize view? I found this issue in other places as well. Thanks.
How can I create a "Calculated Field" in CRM?
In order to calculate "Profit" analysis; I need to add a calculated field to the "Potential". What I had done is I had added a % field called Profitability(%). Then I need : a) Either a calculated field which multiplies "Expected Revenue" with "Profitability(%)" or b) A report field that will be able to calculate this. Any suggestions? Regards, Haluk
Is there a way to change the sender name for automatically generated ZOHO system emails?
Hi, Is there a way to customize the name of the automatically generated emails I get from Zoho for reminders to do tasks? Right now these emails arrive in my inbox with the seemingly unimportant and totally vague sounding name of: "systemgenerated." I use Gmail and I tried to see if there was something within Gmail I could do (add as contact, etc.) but nothing. So I am trying to see from the Zoho side if there is anything I can do. I am worried I will overlook these if I dont change the name! Thanks!
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