Products & Customer Custome Reporting
Hi, I have been trying for a few weeks now to create a custome report which will show me what products are under each customer, but I'm unable to find a way to make this work. Everytime I run the report all of the columns needed show up but without any information in the actual feilds, which i know to be incorrect as nearly all of our customers have products assigned to them. to manage our inventory to our customers we are using Sales Orders & invoicing. Would this have any impact on the custome
Total records count not visible on Leads page
This must be a new feature because I don't remember seeing this before. Go to the Leads tab. On the right side of the page (above the search box) it shows something like: Displaying x to y Total Count The words "Total Count" are a link I can click on, but the pop up displays mostly outside the current window. The pop up closes before I can scroll to the right. So, there's no way to see the actual total number of Leads. If I stretch my window as wide as possible on a 1280x1024 monitor I can just
CRM manual available for download?
I have a old PDF file for a Zoho CRM user manual. It's mostly accurate, but I was looking for a new version to download, but I don't see it anywhere. Is there a PDF user manual available?
Custom logo size is incorrect
The documentation for using a custom logo (in the Admin Settings/Company Details page) says that the image size should be 188 x 80. However, when I make images exactly that size I get short horizontal lines at the bottom to the left and right side of the image, in line with the Home tab. See the example below: After much experimenting, if I make the logo image exactly 205 x 80 it fills the space properly so the extra lines are not visible.
Sales Forecasting
I do not see any apps or tools for Sales Pipeline, or Forecasting...Can someone point me in the right direction ?
Automating fields
Does anyone know if its possible to create a button or similar to copy physical address data across to postal address if they are the same?
How Do I Access?
This probably sounds stupid, but how do I access Zoho CRM? Is this a payment only piece or something? I can only access contacts, which doesn't seem to be what I need. Regards, Eric
Document Repository
Is there a 'Documents' Folder or Tab where we can maintain common documents such as Brochures for everyone to use? Chandresh
Help! I don't know what I'm doing!
I've worked out how set up a new custom field for quotes, but how do I get this to appear on the actual quote that I send to clients? Any tips would be greatly appreciated.... Many thanks in advance
Question about sharing Activities in Enterprise Version
I have the Enterprise version and set up two groups of CRM users: 1. FOUNDERS and 2. ALL Also I have set two roles: CEO and Manager. The CEO and another manager are in the FOUNDERS group. The rest are in the ALL group. The need: There are certain activities (tasks and events) that only needs to be shared to the FOUNDERS group. All other activities should be shared by ALL. For example there are some activities that only founders are engaged in and some other activities when everyone is involved.
Web2Lead Refferal Tracking
Has anyone been able to pass along a visitors referral source and in the case of a search engine, the search term used to find the web2lead page in a hidden form field?
leadpoint
Does any body here use leadpoint with their Zoho CRM. I am currently using icosales and Zoho but would love to use zoho for all my needs. Thanks
Converting Sales Orders into Purchase Orders? No Drop Shippments possible? Multiple currencies ?
Hi! First of all: Congrats. I have worked with Salesforce and Netsuite and am now looking for a decent priced CRM/ERP system for my own company. So far ZOHO seems to be a well priced and working platform. (with some problems, of course) 1. I encountered a big problem while going through the sales cycle. There is no way to convert a sales order into a purchase order. This is quite troublesome because all the data has to be entered twice. I think there should be a way to generate a purchase order from
ZOho CRM reports seem really poor - can't do basic stuff
Hi, I've been trying ZOho for some time, I last week I decided to upgrade to the professional edition. I've already started migrating from an older CRM, but there some things that are worrying me: It seems that the reports can't do some basic stuff, for example: Is there a way of seeing which products I sold and to whom in a specific period? Can I cross the information, for example: the products I sold with the accounts or sales order? please, I need a good solution...In zoho, I tried many times
Default Data Entry
Is there a way to have a field such as State, prepopulated with my defautl State?
How does one Create a Call Log Report ?
I am simply trying to see how many calls I make per day and who those calls are to. I just need to see a tally of the notes I've entered or some sort of count on what customer I entered a note for in a given time period. Ie..a report broken down by summary account detail that I entered a note for today. Is this possible?
error with API URLDownloadToFileA & 4832
Hi ! I am Using the URLDownloadToFileA API from PsWindowsXP in a VBA for Excel. when I use the following link in my script I have a relevant result : http://crm.zoho.com/crm/private/xml/Accounts/getMyRecords?ticket=xxxxxxxxxxxxxxxxxxxxx&apikey=xxxxxxxxxxxxxxxxxx When I use the follwing link, the script generates an error (I only change Accounts to Quotes): (URLDownloadToFileA returns the error, that problably means windows dod not manage to open the link) http://crm.zoho.com/crm/private/xml/Quotes/getMyRecords?ticket=xxxxxxxxxxxxxxxxxxx&apikey=xxxxxxxxxxxxxxxxxxxx
Is there any way to unify the Source pick lists?
I'm very happy with most of the features in Zoho CRM, but I would like to have a global pick list for "Source," whether it is "Lead Source" or "Contact Source" or "Account Source," so that I don't have to modify the pick list in multiple locations every time I add a new source. I want to be able to track the same sources in all of the modules. Any way to do this? I couldn't find it in the documentation. Thanks! Steve
Is it possible to create a report based on the quantity selected in a sales order (Not the sub/grand total)
Is it possible to create a report based on the quantity selected in a sales order (Not the sub/grand total) If not can I raise a feature request that will allow you to do this as I have tried in the report generator to be a able to do this. Also, is it possible to get a calendaring system into the 'Products system' so that the 'Products' can become hired products that are out for a certain period of time.... Many thanks
CRM Zoho and Iphone
Hi, I'm just bought iphone apps from(Martin Henke) and try to connect and synchronize with zoho crm, but it's dont work. There are solutions ? Regards,
mobile interface
Hello, do you have a mobile version of zoho crm in order to us it with my black berry. (mobile version = light htlm page zoho crm adapted to mobile device) do you have a french language version of zoho crm thank u for your answer steven France
criteria for view based on activites
how to create a view that lists all contacts who completed a certain task? for example, i have an activity called Answer Survey. then i want to see all contacts who have that activity.
Convert Contacts into Leads - or - Approve Leads from Outlook Contacts
Hi everybody, I have succefully imported all my Outlook contacts to ZOHO CRM. For me my contacts "5000+ collected over many years") are the "raw material" on which I would like to work now for a new project. Unfortunately I can not convert from contacts in to leads in ZOHO CRM. As second attempt I imported all 5000+ contacts from my Outlook into the leads section, because I hoped that I can “approve them individually” (as described in “Leads created through Web/Import will not be included in the
Task Reminder Popup
Hello, One of our users has an issue with the task reminder popup. The popup appears on his task bar but does not open up on his screen. This means he has to look for his reminders on his task bar and open it from there instead of it populating on his screen. I do not seem to be having this problem - mine works fine. Any ideas? nbeck09
Approval of leads (from imported outlook contacts) - search by name or company
If "approving leads" (from imported outlook contacts) I can not search by name or company and thus have to browse through all 5000+ contacts (maximum 50 per page). This would be very helpful and avoid browsing through endless pages.
Creating new leads - sourcing from existing contacts
If creating a new lead it would be very helpful, if I could use an existing contact from the contact section in ZOHO CRM.
How to convert contacts into leads - or - approve leads from imported outlook contacts
I have successfully imported alle my contacts from Outlook to Zoho CRM contacts (and leads). Now I understand my contacts as the "raw material" which I will approach in order to turn them into leads and then hopefully into customers (contact -> lead -> customer) Unfortunately I don´t know how to turn a contact into a lead! Can you please help? My second attempt involved importing all contacts into the leads section because I hoped to qualify them with the "approve leads"-function ("eads created
Converting Contacts to Leads to Customers (or qualify imported leads)
Converting Contacts to Leads to Customers (or qualify imported leads) Hello, I am sorry to bother with an apparently simple issue, but I am new to SOHO CRM and I already searched for more than 1 hr but can´t find a solution to my problems. I hope somebody knows the answers. 1) First I imported all of my 5000+ contacts from Outlook to the Zoho CRM contacts and leads section, because unfortunately I don´t know who to import only selected contacts! Is there a way to only import selected outlook contacts.
forms show up field-less?!
i had an account for Zoho Creator and just signed up for a Zoho CRM account. i haven't customized any fields, but i see them in Setup mode. then i try to use the application and click on "New Lead" or "New Contact" or New anything and i get a form with no fields, just the buttons Save, Save & New, Cancel, two rows of them. what did i do wrong? and what can i do to correct it? i was able to create using Quick Create, for example, an Account but when i try to edit it, it's the same problem---no
Due Date / Calendar
Hello, When inputting a due date for a new task, both a drop down box of dates previously input and the calendar option appear as ways to choose the due date you want The drop down appears over the calendar and when you click on the calendar, both disappear and you have to click on the field again to get the calendar to pop up. We'd rather not have the drop down of previous dates input appear because due dates will always be different. The calendar option is better. Is this a bug? Or is there
importing Modified By
i need to import from a CSV/XLS file into the Contacts module. the spreadsheet contains Date Created and Date Modified columns. is it possible to import those into the dates in Created By and Modified By fields in Contacts?
Click to Dial Customization
Can we use different code to replace skype?
populate users in new custom field
Hi, I am trying to add a new custom field that would allow the sales support team member names to be added. However, I would like to add the names from the zoho user list (users I have licenses for). This would allow it to automatically populate from the user table rather than I having to add a pick list and then enter names of team members that would not be automatically updates as people come and go. I realize that the leadowner/accountowner/potentialowner are all taking this name from the same
Can't see account or contact in task
Hello, I created a workflow that after a sales order is aproved, it creates 2 tasks: email after 1 day, and contact after 15 days...the tasks are attached to the sales order...the problem is that when I try to visualize them, I can't see who these tasks refer to, because they aren't connected with account or contacts.... is there a way to connect them with the account? thanks, Jeff
Inactive User's Using Up a license
Hi Zoho, I have 5 active users and a number of inactive users. It seems that the inactive users are still using up a license as I cannot add anymore users. I have a subscription and should have at least 5 more users available; however, Zoho CRM tells me all licenses are used up. Please help.
Validating required fiels in a web form
I'm trying to validate required fields in a webform and I'm running into trouble with the javascript tools I'm using. The ZohoCRM variables for First Name and Last Name don't work well with javascript because variables with spaces aren't valid. Has anyone figured out how to force users to complete these forms using a field validation tool that accepts spaces? Or, is does anyone know of a work-around for javascript? I tried the obvious solution and removed the spaces from the variables. When
Workflow tasks
Dear Zoho, When creating a Workflow Tasks for a potential, I would like it to trigger the "Closing Date" and not the "creation date" of the potential. Please could you help? Roland
CRM Calendar Times Not same for all users
We are having an issue with the CRM calendar. It shows the same event at different times for different people. For example: I can input for 12pm to 1pm. It will show as 4pm to 5pm for someone else. I have checked and we are on the same time zone. Please help.
Searching on null values
I'm trying to set up a report to find contacts that do NOT have email addresses. I've tried this in both the Contact tab and Reports using "Is Not Empty", but contacts with no email value still show up. What am I doing wrong? Any help greatly appreciated!
Lookup fields in "organize ... details" sections for all tabs
I have been evaluating zoho CRM for the last few weeks. Unfortunately my original excitement has been winding down as I stumbled upon some "show stoppers" with the functionality. Unless it is fixed I will likely move to other products. Here is my problem: It appears that system developers assume that sales is a "waterfall" process (i.e. it neatly moves from the phase 1 - to - 2 - to 3 ... until the deal is closed. In reality it is often an iterative process. As such we may start not with the lead,
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