Reports function - possible bug
Hi, Whenever I create a new report and save it, then want to make a change, and click 'Customise', any 'lookup fields' I had selected to display as columns in the report no longer display. At first I thought that it may be because of invalid characters in the field names (some of the fields have - in them. What characters are valid for field names by the way?), but then I realised only lookup fields seem to be affected. Report runs fine from save until I click 'customise', then the fields disappear,
How can I use personalized Products Field into Invoices Field?
Hello! First of all, I need to configure as personalized: In the Products fields - Product Cost: U$ xx,00 (ok, easy) so, In the Invoice fields I'd like to see ${Products.Producst Cost (U$)} and then to apply a rule that if I check the List of Fields at Invoices called "Sell Type" it makes a "Back Comission Calc"... for example: ${Products.Unit Price} - ${Products.${Products.Custo (U$)} = X / "Sell Type" (that defines the correct % of back comission). Can anybody help me? Thanks! Mauricio
can i setup event with default field values?
How can I do the following with Events? 1. Subject: "defaulttext" ? 2. when i select start date, have it default the end date to the same day? 3. have a default duration for event, say 30 min or 60 min? 4. When I create event from within a lead or contact have it include that by default? i guess i am trying to create Outlook appointment functionality, is this possible? Thanks, Tom
Speed issues Zoho CRM
Hi, We are a paying user of Zoho CRM. Yesterday (Thursday 6-6:30pm Australian Eastern Standard Time) our users were reporting that Zoho was unbearably slow. (This is not the first time it has been slow for us but first time I've recorded date and time. I'll be doing it more often from now on.) Are you aware of any issue at that time that may have caused issues? Not sure where Zoho's servers are based but could it be some scheduled maintenence causing the issue? If so, would it be at all possible
String substitutions in workflow task subject field?
Say you set up a workflow to create a set of tasks when a new lead is created. Is is possible to include the lead name in the task subject field.... are there a set of substitutions you could use, for example I'd like to do something like this: Subject: "Do something important for ${Company}" Generally its much easier if each task subject identifies the lead to which its assigned, so you dont need to create custom views all the time.
CRM - Common repeatable tasks
Hi, I'm looking to set up tasks that will always occur when a new potential is created. How can I do this without having to construct the same tasks each and every time?
Finding Duplicate Records
How can I search for duplicate records? I know once I'm in a lead, e.g., I can merge and purge, but how do I search all records for duplicates? Dan Hannah
CRM Update
This summer I was under the impression that there was going to be an update in August that was going to include some new features. Then based on my understanding the update got pushed to September then November. There are features that are important to us that had been requested many times that we thought may or may not be in the update, so we were going to wait until this update before moving to find some alternative solutions. It would be helpful if we knew there was going to be an update and
can I have a help to check grammar for my translation text?
i have just translated a text from Vietnamese to English, I just need have my text checked. May I ask help here? :) thanks. Best, candy
Is there a way to have the Contact or Lead associated with a task appear in the Tasks View?
Please let me know! scott at sflawyer dot net. Thanks!
Forecast / Sales Chart / Other ?s
Thinking of signing up for Zoho but need some answers first. Had a demo set-up for this morning and never heard back from anyone since my questions could not be answered on the phone yesterday afternoon... Question 1 Is it possible to customize chart reports? I need to be able to graph a report that takes into account the potential forecast vs. actual sales $. The report can be either a bar graph that shows the forcast and then fills in when sales are made or it can be a line graph that shows a
web listing of products?
I would like to have a "Web Listing" feature for my products on Zoho CRM. You can see screenshots of this idea (for a real estate CRM implementation) here: http://www.propertybase.com/tour/web-listing/ If anybody (skyytek?) is working on this feature (via API?), I would love to collaborate.
Google releases Chrome 2
Google has made available a new version of its browser, which it has named Chrome 2. It includes some new features and a speed boost. Google attributed the speed boost to the incorporation of a new version of WebKit — Chrome's underlying engine — and an update to the browser's V8 JavaScript engine. As a result of these changes, Darin Fisher of the Chrome team wrote in a blog post, "interactive web pages will run even faster". "We've also made sure that JavaScript keeps running fast even when you
How to divide a prouct price?
1. I would like to sell some products in 3 times. How can i do it in the quotes and invoices? 2. Can i put a calculator in the quote page?
Custom Lookup Field for Quote | Related Lead
I created a custom lookup field for quotes so we can quote a lead. When emailing a quote created from a lead, the email address does not appear. Please allow mapping of fields between custom lookup/related records.
Switching to other Zoho applications
I am quite new to Zoho and I am testing Zoho CRM and other applications for use in my company. So far, I am very impressed. I notice in many Zoho applications, there is a "Switch To" button that opens up a pull down menu that lets me quickly jump to other Zoho applications. This is nice because it reminds me of all the things I can do within Zoho. But I don't see this option in Zoho CRM. Are there plans to add this button?
Help with setting up two accounts - 1 business, 1 personal
I already have a personal CRM account setup with my personal email. Now, my business has added CRM and Zoho will not allow me setup that accounts with my business email. Any suggestions?
secondary email
Hi, I have integrated my email into CRM. It's great to have email associated with a customer right at your fingertips. However, some of our customers use a few different email address' and we'd like to have all the relevant emails (from both address') appear in their CRM record. It would seem like this would be an easy thing to implement with a secondary email in leads/contacts. If there is already a way to do this that is easy and smooth, let me know. Otherwise, please consider adding this
asp.net
hello mate here i am new user to zoho please help me with a basic example or link 1.what exactly is the api key where do we get that from 2.what is customer id 3.what is tokenid 4.how to use API method please suggest me the help data which suits for asp.net Best regards nagaraj palle
Date Format
I need date format dd.MM.yyyy which is standard in my country (Croatia). By choosing Croatia i got yyyy/MM/dd wich is wrong. I changed to France, and got dd/MM/yyyy but this is not good enough, i need dd.MM.yyyy Is there a way to get this format? Thank you!
Anyone using it for a Small Busines in India ?
I'm very new to the indian business accounting / crm stuff. So anyone here using zoho crm for an india based business ? I had heardt that we need to get permissoin from the Indian goct to invoice / bill electronically or printing electornics invoices.. true ? I'm just looking to see if i can use a tool like Zoho CRM for invoicing , marketing, inventory e.t.c Thanks Prasanna
CRM vs Invoice
Hi, We started using Zoho Invoice and recently added CRM. I noticed that CRM also has some invoicing features, and I am trying to determine the difference in capabilities of the two products. Does CRM integrate with paypal etc, like zoho invoice does? Thanks, Brian http://www.redpelicanmusic.com
duplicates
I do not see a way to find & merge duplicate contacts and/or accounts? Randy Lee
Use of VOIP
We are switching to voip for our phone service and I am curious if you do or will be soon providing an app so there will be a way to log all calls in/out and do an automatic pop up/caller id feature if someone in my leads/contacts calls in. In addition to providing a click to call from within zoho crm like skype or more commercial services of voip. Thank you ppotratz
mobile.zoho.com and google apps ids
Seems that mobile version of Zoho (CRM) cant be used if using Google Apps IDs to log into Zoho CRM? Any workaround or when this possibility (mobile use) will be offered for those who are using Google Apps? One more general comment: Zoho (CRM, at least) is advertised that it can be used with Google Apps meaning using the same ids to log in etc. But nowhere is not mentioned that in practise that does not make it easier at all, but more worse: - Outlook plug-in does not work if using Google App IDs
merge with asp.net
hello mate how can i apply zoho crm in my asp.net application please provide me sample help link . what exactly the api key is where to generate it what is "token" , "customerID" , "&output=editor " from the forums i have sample """ <form method="POST" action="http://export.writer.zoho.com/remotedoc.im?apikey=<my own api key>&output=editor" enctype="multipart/form-data" target="_self"> File : <input type="file" name="content" size="38"> <input type="hidden" name="saveurl" value="http://my ip:8084/Sample1/SaveDoc.do">
New to Zoho. Can zoho work offline?
I will be conducting business both in the office and in the field. I need to work on zoho without an internet connection. Can it be utilized offline? If not, would you recommend using an iPhone while in the field or just go with a broadband internet connection?
Calendar Display
Hi, I would like to display the Account name associated with an event in the calendar view. Is there any way that I can do this ? Regards, Ger.
CRM Create Event from Lead
Is there a way to auto-create an event in the calendar based on a date and time field in Leads? Thanks for any help.
Using High Res logo's for printing quotes, PO's etc
Is there a way I can edit the templates to have a higher res image of our logo. Using the 195x65 look really bad when blown up onto the Purchase Orders and invoices etc. Thanks Jim
How do I attach my contacts to an account when I migrate them from my other crm?
I have an enterprise account and I'm trying to import 5000 contacts. The accounts are already imported. how do I link the contacts with the accounts? Thanks, Lindsay
Validation in Web to Lead Forms.
Hello, I would like to give validation in the web forms. I don't find any option in zoho for this. Please guide me how to put the validation. I like to put validations like: Please enter First Name (if the field is left blank). First Name can contain only alphabets only (if the entered data is non-aphabets). Last Name can contain only alphabets only (if the entered data is non-aphabets). Please specify your Designation (if the field is left blank). Please specify your City (if the field is left blank).
Definitions a bit confusing
Hi, For those of us that run business' but are not salespeople or MBA's by training, some of the crm terminology is a bit confusing. For instance --- should our regular customers be "accounts" or "contacts?" Thanks, Brian http://www.redpelicanmusic.com PS. Please create a solution for using/viewing crm on android phones for those of us who use the google apps log-in method
Mail Addon Global Email?
I have a business that has a couple of email addresses that are frequently used by our customers. Such as general, suggestions etc... I had assumed through the mail addon I could add these and have employees take ownership of issues, questions etc. Is this possible?
Picklist that allows realtime additions
Sometimes we can't think of every option for a picklist. It would be great if, while creating a record, you could add a new value to a picklist. I would imagine this would be a option setting for the picklist field "allow user to add to list" Also, as duplicate entry's are inevitable, please allow the merging of two or more pick list values. As always, thanks for considering. - Kevin
Formula Field | If ${PurchaseOrders.PL} is optionA, ${PurchaseOrders.currencyfield}*.01
${PurchaseOrders.PL} is a picklist containing: optionA optionB optionC I am trying to figure out how to create a Formula Expression that does the following: If ${PurchaseOrders.PL} is optionA, ${PurchaseOrders.currencyfield}*.01 If ${PurchaseOrders.PL} is optionB, ${PurchaseOrders.currencyfield}*.02 If ${PurchaseOrders.PL} is optionC, ${PurchaseOrders.currencyfield}*.03 Thank you, I am new to the world of formula expressions and the skill in general. - Kevin
default tax rate in On-line CRM
Is it possible to set the default tax rate for invoices and sales orders? Also, can some products be recorded as taxable while others are not. In our case we must collect 6.5% of the value of materials sold - for the State of Florida. While freight charges are tax free. zeke
POP UP Over Contact Name in Activities module sticks
When I mouse over a contact name that is not blank in activities a Pop Up box appears with Phone & Email. It will not go away unless I click to another page or refresh. It will change to another record but will not close once it's Popped up. I'm using FireFox 3.5.7 Thanks in advance.
Check for duplicate fields database wide
Find and merge works well. But there is an additional method needed to check for duplicate records. Checking what records have identical data without a pre-specified value.
Issue with Sort order in Views and Reports
We have had an on-going issue with trying to sort records in both Views and Reports. Specifically, we have a field we call "Probability". The field is set up as a pick list with values of 0, 25, 50, 75 100. We use it in the Potentials Module to rank the probability of closing a potential and getting the order. When we try to sort the data in a view by that column it will place the records that have the 100 value between the records with 0 and 25 values. It does this whether you sort in ascending
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