The Indirect Channel - Agents, distributors etc - A newbie query
Hi, This may be a really simple newbie question. so apologies in advance. I get the whole B2Customer CRM system for getting a lead => contact => opportunity => sell => invoice etc. but how do I do the following 1. I'm setting up a distribution channel so I need to go lead => contact => Sign up as a distributor/agent etc I don't actually sell them anything...however i need to track their leads/contacts/opportunities/orders so at the end of the year, I know what business they have generated.
Assigning a Task?
When I create a task I can assign an owner, effectively making someone else responsible for the task. Is there no way however for me to keep that task on my task list as an assigned task, or on a "watch list" of some type? With MS Outlook for example I can assign a task and choose whether I do or do not want the task to also show on my task list if I want to keep on top of it. If there is no "explicit" way to do this in Zoho, is there a workaround? Thank You
Why Can't I See All Tabs
I hate having to use the little arrow to select other tabs. It's a CONSTANT slow down to my work. Why limit users to seeing 10 tabs? Let the admin decide! If there is a setting under setup to change this, I cannot find it. Thanks
Inventory Management
How do I use the product quantities in the PO to transfer into inventory?
Cannot add more than 2 products on quotes
Dear friends at Zoho, My quotes module isn`t working. When I`m adding products to the quote, it stops adding after the 2nd product is placed. I customized the quotes module but I really can`t figure out where the problem is. I`m waiting for your answer so that I can continue deploying Zoho in my company. Thanks in advance, Leo Kuba Sao Paulo, Brazil
Could use a litle help on product forecasting
Can someone give me an example of how they are using the system that might address what I am looking for? THE REQUEST: In order to forecast manufacturing I need a report by month by product to show what we need to build based on what our staff is projecting I tried customizing potentials with some custom fields and it will not give me the details grouped by product and totaled quotes does not offer any option to see the individual product items within a quote and only gives upper level quote report
What are the differences?
What are the differences between Lead, Potential, Quote and Forecast?
Potential, Quote, Forecast, Lead
What is the difference between all of these?
How to become really competitive
In order that Zoho CRM becomes really competitive among competitors, Zoho CRM should: On the technological side: - Integrate with Zoho Docs, Zoho Project, Zoho Invoice, Zoho mail - Integrate with CTI providers like Vocalcom, Cosmocom, Asterisk (Opensource) - Integrate with CMS providers like Joomla, Thypo3, etc... - Integrate with main ERPs providers like Microsoft dynamics, SAP, Oracle (Strongest point of sale) - Offline version allowing sincronization with Online (same design, same enviroment)
email template
Hi, We have 5 users, and we are sending manually email templates from potentials. For couple of days now, it seems that the email template have to use a predefined email address and not the email address of the user loged in. Please could you help me to find how to go around that? Roland
Email from/insert to a Case
It would be nice to email from a case and insert incoming outlook emails into a case.
Terms are cleared/erased when Cloning a Quote?
I recently needed to 'Clone' the same Quote for sending to many accounts. I notice that each time I Cloned the Quote and then selected my new 'Account' & ''Contact' (both lookup fields), the "Terms" field gets cleared from the Quote. As expected, after you select/change the 'Account' & 'Contact' fields, the 'Ship To' and the 'Bill To' fields re-populate with the data stored in the selected Account's record (perfect). But for some reason, the 'Terms' field on the Quote gets cleared too. I would
Special Characters in Product Code
I just had to remove the " next to 30" (thirty inches) in many products that a sales person just added because he was unable to add them to a quote. Please disallow these characters when entering them in the field or allow them to be added to quotes.
How do you mark an invoice as paid?
How do you mark an invoice as paid? Please note that I am talking the invoice feature in Zoho CRM and NOT about the Zoho Invoices.
Remove currency sign from Invoice
Hello dear Zoho Team! I am using russian language and everything is perfect since you added unicode support. But I have big issue with Invoices. My template is in russian and all is fine except that currency sign is in latin. It's non-acceptable. It must be either in russian also or disappear. Please advise how can I get rid of this. Thank you.
Activity Report Assistance
I am trying to create a report that shows all completed activities on accounts however I am having a challenge with the date criteria if I want to see all activities (tasks and events) to show up on this report - which filter date would one use? There is no complete date option and the other date filter options don't show all activities (need tasks and events on one report) I want one report that shows all items by the complete date. Any suggestions? Thanks in advance...
Attempting to export via XML recorded call data.
Prior to Feb 2009 this URL request was working. url = "http://crm.zoho.com/crm/private/xml/Cases/getAllRecords?loginName=bobs@pos-plus.com&apikey=XXXXXX$$& lastModifiedTime = ""2008-05-27 00:00:00""" The above line was pasted from the VB6 program. It was pulling all calls since 2008-05-27 When it was run a few days ago it only pulled calls after mid Jan 2009 and not even all of those calls were returned. I just tried it again and now only receive the following: <?xml version="1.0"
Thinking of expanding for organization
My company is planning on upgrading to the Professional or Enterprise version of Zoho. We have looked at this one and Salesforce.com. Obviously the price is a factor. One of the main things I, as manager, want to be able to pull a report on is # of calls / day or per week by rep. I have seen a few discussion threads that have me questioning if ZohoCRM will allow this. Do other users/managers have issues with this type of reporting from ZohoCRM? Any advice would be greatly appreciative.
Email 'FROM' field does not show name when using template
Does anyone else have this issue...? When using a template to send mail, it no longer shows the proper FROM name. It shows this: name@email.com And instead I want this: Name<name@email.com> So that when a recipient receives the mail it will show the persons full name, and not their email address. When I don't choose a template then it works fine. Any suggestions?
How to mark invoices as pid?
How do you mark an invoice as paid in CRM? Please note that I am not talking about Zoho Invoices, I am talking about the invoices in CRM.
Can't add user - Zoho CRM ID already exists
I have just set up a free Zoho CRM account and loaded all my data. I then tried to add a business colleague as a second user but when I use his email address as his Zoho Id it tells me this has already been used. This is because my colleague was also testing Zoho and so has created an account. He has finished testing and I now want to add him as a user in the Zoho CRM instance I have created. Where do I go from here ? Thanks for you help, Lisa
Sales Order in Multiple currencies
I'd like to add sales orders in multiple currencies. Like a drop down menu where I could pick the currencies available (finite list). Thanks
Case Management
Where we will escalate the Case and how we wil reply to customer. Can you please give me clear picture for this Case Management Thanks in Advance!
Contracts management
hi, We are a telecom company and we sale products and services: We are interested in Zoho Crm, but contract management seem to lack. When we sale a product, we offer a 1 or 2 year warranty period. We need to keep track of the information. When we sale Internet links, we need to keep track of the end of the contract. This module would be very important for us since a lot of services are sold by our sales force. Can you tell me when this feature will be available ? Thank you
Workflow Tasks
Hi, When creating a Workflow Tasks, for a potential, I would like it to trigger the "Closing Date" and not the "WFRule Trigger date". Please could you help? Roland
I only want to see MY tasks
I can't see a way to set up so that only my tasks, rather than those of the whole team, show in the window...what am I missing ? Thanks Peter Cowan
Email and Address Book
Is there a way to create an address book so it is possible to CC/BCC people on emails without having to manually type it in? I want to me able to click a lead/contact and send an email, but also easily add my co-workers emails to the message without having to manually type it in. Thanks!
Having trouble finding CRM acct
I am having trouble finding my CRM acct. I am logged in but it just takes me to mail acct. Please help, thanks. My website.... Hope 'N Housing Org is a nonprofit group that can stop foreclosure through loan modification or other foreclosure prevention services that are offered to Homeowners who need to stop foreclosure or need help obtaining a loan modification 1.888.696.5401 1.757.696.5400 Visit Hope N Housing on the web... http://www.hopenhousing.org
Importing to multi-picklists
Does anyone know whether it is possible to import data from a CVS into a multi-picklist field. So if an Account is both 1 & 2 and the multi-picklist goes from 1 to 10 I can import that Account and in the customer field will appear 1 and 2.
company announcements
Is there anyway to put up company announcements on the home page or any work arounds that anyone has come up with? I am looking for a way to let my users know if there is a big event coming up or new templates available for them to use.
technology to create a mobile CRM
Which will be the best technology to create a mobile CRM
Can "Notes" be searched?
Hi, Each time I have a phone conversation with a customer, I enter a note under the corresponding Account. Is there a way to list all the notes you have enter in the system and search through them? Thank you.
Recover Lost Quote Template. Avast Virus detection. H E L P!
Hi! Today I wanted to change my quote template and after saving the changes a window poped up with a Virus warning from AVAST. I closed th window with the warning and wanted to print out a Quote. After printing out the PDF there was only a white sheet! It seems that due to the virus warning an empty quote template was saved. When I now check my quote template, it's empty........ Can someone tell me how to restore the original Quote template? I don't want to start completely from scratch and I have
How do we set up reminders for Leads?
We have our employees going through their leads, but most of the time they end up needing to call back at a future time. Besides using the calendar, is there a way to set a reminder so that Zoho brings that leads back up in a couple hours or days or weeks for them to follow up with? Thanks, Arthur
Zoho virus?
I was working in CRM tonight w/ no problems and went back in later to edit a case when Avast popped up and reported that malware was found. It is reporting it as http://js.zohostatic.com/crm/v90/zohocrm.js\zohocrm and a file name of JS:Pdfka-DH [Expl]. Has anyone else run into this? I've been using CRM for a couple months now and have never seen this before.
How can i set a rule to assign leads by multiple states
I want to set a rule to assign leads to 2 salespeople, east and west of the mississippi. Is there an easier way to do this than specifying each state?
Reports are case sensitive - how to solve?
I'm trying to run an accounts/sales by destination report, however Zoho is not consolidating the country by country info into a single record - because it is recognising case differences. e.g. UNITED KINGDOM / United Kingdom / united kingdom / UNITED KINGDOM would result in four lines of the report - when there should only be one.
Zoho Mail / CRM Integration | Attaching attachments from email to a record in CRM
Will a user be able to attach an email and/or its attached files to any record of choice in zohocrm?
Z CRM Email templates
Is it possible to embed a form in an email template so that when the recipient opens the email they can read the it and fill out the form in the email? I have been able to embed the form successfully in the Z CRM email template, but when I received the (test) email, no form was included in the body of the email. Am I doing something wrong here?
Set the invoice template at a fixed height
I want to achieve that my company address is in a box at the bottom of the invoice and is always at the same spot. Best regards Benthe Jessen Trouville Furniture Denmark
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