Can't create an account
Hi, I'm trying to sign up, but can't see an verification code in either IE 7 or FF3? Thanks, would really like to try out zoho... Tom
Must Have List Price as Report Choice
I'm trying to put together sales reports that show summaries by product and invoice dates. The unit price is not working as this is a constant price for each product. We sell our products at various price levels, and this is always the "list price" on the invoice. It really seems like you have this backward, as the list price should be what the product would normally sell for, and the unit price is what is actually charged. I just need to get the unit price as a selection for reports. I cannot provide
Real Estate Zoho CRM Best Practices
I would like to create a repository (zoho wiki, maybe?) for CRM best practices regarding the Construction/Real Estate business. As a starting point, here's an interesting list of FIELDS to be considered when customizing your Zoho CRM: http://www.oodle.com/info/feed/real_estate_feed_doc.html
GoldMine Migration to Zoho
Has anybody done this? How did it go? Where you able to do it your self? Any tips?
Creating custom inventory template for quotes
Hi guys! I am working to adjust a quote template so it would fit my needs. When I create a quote, I am adding discounts on each individual product. In the quote template that I am working with I can't seem to find the code for showing to total price before discount and also the total discount given. What I would be able to show is: * Total list price for a specific product (before discount) * Total amount of the discounts given in the quote (total for all products) * Total amount of the regular price
Cannot add a custom field to order lines
Hello and best compliments for this great software application! I am almost set with basic configuration for orders, but would like to add a custom field to the order line, just imagine a free additional description or a comment that will differ from item to item. I cannot add a custom field, since it will only show at "header" level. example product XXX qty 10 price 10 total 100 description "special colours" product YYY qty 1 price 100 total 100 description "special offer" Any clue on this? Thanks
Contact Role when Converting Leads[SOLVED]
After click on the Convert button for a Lead I see a dropdown for "Contact Role", is there any way to customize this? I would like to change the dropdown menu items. As the default ones do not help me.
Apply a percentage to PRODUCT price
Hi everybody, We are setting up ZOHO CRM as a CRM solution for our (new) small business. When creating products, I have noticed that there is no possibility to apply a percentage rate over the final price (Unit price). As an example: We have an external manufacturer for one of our products, at a cost of 100$ We need to apply a 13% rate over this product to bill a total of 113$ as the final cost for our customers. How do we apply such percentage (configurable) to the total cost of a product?. Could
Importing Leads and Field Mapping
I bought 100 leads or so from a database and I need to upload those leads and their corresponding products (properties in my case). How do I do this without having to import all the leads manually then creating 100 different relationships to 100 different properties manually? Thanks.
UK Data
Hi, I am investigating Zoho people and like what I see so far. But I was keen to understand where the servers are located that holds my data? We are a UK based company and might have issues around data protection if the data is not physically stored in servers in the UK. Adrian
Sales Order - unable to have the Description printed out
I have changed the tab name of Sales Order to "Work Order" so that our service business has a process for the field technicians to do their work. I am looking to E-mail a pdf or print off the order but the description information is missing even though it is required that I put something in the field. I have been trying to find a way to add the description to the output media but can't find any way in the Help. I don't want to have the technicians to have to have live connections to CRM in order
Act to Zoho
Hi I have used ACT! CRM for about 10 years and probably got into lots of bad habits with it. I am evaluating the Zoho CRM but struggling a little with applying the way I work with the Zoho system. I am bound to need to change the way in which I work as I'm sure Zoho will make me a much more efficient sales person but first I need to understand where to start. My main confusion is the accounts and contacts options. For this evaluation I am starting a fresh database to market a new product only. So
Working Now
It's now working beautifully after another attempt. Sorry for the hassle, please disregard the earlier follow up posts.
"Loading" continuosly
When I click on "Leads" or "Accounts" from my home page it brings up my leads page but the "Loading" icon continues to run and when I click on a lead I get a blank lead page. I'm running IE7 and this is a new issue which just started this week. As far as I know I have made no changes that would have caused this. The same thing happens on another computer in our office with a different log in.
Import / Append
I am converting from freecrm to zoho. I have imported my ACCOUNTS. Now I have a second database that has the CALL NOTES for these accounts that I would like to import. How can I import additional items after my initial import. thanks
migrating from freecrm.com
I am converting from freecrm.com. I have 3 seperate databases that are all associated - companies, contacts and calls. I have already imported the company database and it seemed to work well. How do I get the other two in and associated. I uploaded 'calls' database, but it showed nowhere. Thanks Rob
Change Contact fields that are shown in Account Details
When I am at the "Account Details", I can see below its �Attachments�, �Potentials�, �Contacts�, etc. However, in the �Contacts�, I would like to see some other information about the contacts. Not only the �Contact Name�, �Title�, �Phone� and �e-mail�. So, how can I pick the Contact fields to show in the "Account Details"? Thank you
Autopopulate lead or contact fields?
Most of our clients reside in one city - is there a way to have the city and state fields already filled in with a default value when creating a new lead or contact?
Email template not showing complete data when sent
I have created an email template and all the html code is pasted into the body of the template and saved there. However, when I send the email template only about 2 thirds of the content gets received in the email - the rest is just cut off??
Hosted Dialer
We use a Hosted Dialer from AsteriskDialer.com and they offer an API for connecting the dialer to CRM's and SFA's. Is it possible to use it with your ZohoCRM? Pete DePalma
Problem entering new contact and getting company info SOLVED
I am working on a Zoho CRM structure for conversion of our company from Act, so I am new. Hopefully this is something simple that I am doing wrong, but it seems strange and this sort of thing would be a deal-killer for me because I don't want to have to enter all of the company information all over again for each new contact I create. I need to create a new contact that is in a company that is already created. I presume the steps would be: - New Contact button - enter First Name, enter Last Name
Web to Case bug
my last post did not submit properly. When you create a web to lead form you are asked to enter a result page or thank you page etc. When I use the web to lead form 1/2 the time it correctly sends me to the nominated thank you page as nominated when the form was created. The rest of the time it incorrectly takes me to my CRM home page , logged in and the case is not created. If i use the back buton and re submit the correct thank you page is shown and the case is now created please advise
Workflow task due dates
Hi I'm trying to create workflow tasks based on a Case being set to closed. I have the tasks creating OK; but I want their Due Date to be based on a number of days after the case is closed. I've tried setting the Due Date to CARRule trigger date plus n days and to WF Rule Trigger Date plus n days. The tasks are created fine whenever I close a case; but the Due Date is always set to today and not to today + n days. How do I set the Due Date into the future? Thanks
Quote and Invoice PDF's
Is there any way to format the text on an exported .pdf for a quote, sales order or invoice? It shows up fine in the app, for example in the description or terms and conditions, but as soon as you push it to a PDF in an email or preview, its a big BLOB of Text. It would be enormously beneficial if I could for example, format text in that space to emphasize terms or items in the quote. Perhaps similar to this . Is that in a plan or is it possible today and I am missing it? Thanks
Masup with ZOHO Creator embeded in ZOHO CRM
Hi, I would like to create a mashup using zoho creator and embed it in zoho crm. is there a way to embed creator apps in zoho crm? Thanks, R
Zoho CRM
New user here, after many months of evaluating different systems. I'm having problems with the Google maps integration- great feature but it doesn't work for me right now- is this is UK only issue? Surely it's trivial to pass at least the postcode as the query to Google as that's more or less enough for us. When I click on the map button it ignores the postcode altogether, so Google gets very confused and just shows me a picture of the whole of the US!
Help me! I can't login!!
Dear Zoho friends, by this morning I can't login into Zoho CRM. I'm sure that my login data are correct, but Zoho CRM says "Invalid login". Please help me. Thank you, Giordano.
Editing Page Layout Question [SOLVED]
When customizing the page layout. If I remove a custom field that was created will I lose the Field information that has been entered since it was created? For instance I'm going behind someone who has created a mess load of custom fields. I see that this person has created a field for first name and just renamed it to "Inquiries First Name". I want to Replace this field with "First Name". I'm curious will I loose the "Inquiries First Name" Information that has been entered so far? EDIT** I see that
Best Practices - Attachments & Docs in CRM
With an eye toward the future...I continually upload pdf's that correspond to products I have in CRM. What's the best way to organize my docs so that I will have minimal restructuring time once CRM is merged with Z Docs? Should I be uploading pdf's into Z Docs now and organize them there in preparation of merging with CRM later? Or should I continue to upload PDF's to my product pages as "attachments" and organize them later when Z Docs & CRM are merged? Thx, James
When is a unified calendar coming?
Hi, Like single sign on I thought by now we would have a unified calendar across all apps. Is this still in the plan. Are we close or is this a long while off? Thanks
Automated Appointment Reminders?
Is there any way to set up automated appointment reminders in Zoho CRM? I have a service-based business and set up future appointments with clients. I would like to have functionality to automatically email and appointment reminder to the client at a set time x number of days prior to the appointment. Does this functionality exist or is it planned?
Alphabet Buttons Stopped Working in Contacts
Hi, everyone, Sometime in the last few weeks, the alphabet buttons in Contacts no longer work. We have several hundred contacts, but when I push any letter, I get only a series of numbers on the page. Here's the screencast: screencast.com/t/XTBCslgwOW I'm running Firefox 3.0.3 on WindowsXP. My colleague, also using XP, has the same issue on his computer. Can someone help? Dan Dan Barnett Butte College
Notification of web-to-lead and request for approval
Hello, I am new to ZOHO CRM and I am trying to create a following workflow: when the lead comes from the website and waits for an approval I would like to notify the person responsible and assign her a task of approving or rejecting the record. How can I go about it? Thanks, Pawel
Will not run reports on one user
Something strange is happening with my CRM-- when running reports on leads, contacts etc, one user is not working on its own. When I am running a report with all of the users, his records appear. If I run a report using criteria to remove all other users except for him his records appear. But, if I run a report using just his name as a criteria it tells me that there is no data. My reports run just fine for everyone else, and I did not change any fields between his reports and theirs. Any idea what's
Need to make Notes uneditable aftering saving
Is there a way to customize the Notes field so that after a note is entered and saved that it can't be edited or deleted?
Run Activity report that shows All Accounts
I would like to run a report for all of the accounts in a filtered list and be able to print out that report. A feature that I would like to request is that I can run this report and have every account that I filtered for print out whether they have had an activity or not. Currently, if I run an Activity Report, only the accounts that have activities will show up in the list. This will allow me to see all my accounts and which accounts I still need to contact versus which ones I have already contacted.
Next Zoho CRM Update
Any indication when the next major update will happen? I'm reading the forums and seeing a lot of responses from feature requests and indications that those are in the works. Just curious if you can provide any details as to when the next upgrade will happen and what new features/improvements will be included. Thanks, danjones
Web to Lead form field not showing up
Hi, I'm using a web-to-lead form on my site to capture leads in Zoho CRM. For the most part it works well; however, there have been a few times where it does not capture a field that has had data entered. Is this a known bug? If so, any resolve to it yet? Thanks, Chris
Web to lead - not working
Hello,I created the form as described in the help section. I integrated it into my website and it appears the way it should. Nevertheless. when I fill in the fields, and press submit, I cannot see the information into the CRM database not receive the email as setup. Any ideas or suggestions ?
Import : Documentation and advices ?
I am trying to import contacts, tasks, notes from Act!. My csv files seem correctly formatted. However 3 times out of 4, I receive a message from Zoho without any explanation : "Error occured in Data Migration while migrating the data from the null file ". Does it exist on Zoho a documentation or some advices webpage which could help me to import my data ? Thanks in advance. Mayeul
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