Report module sharing rules
Is there a way to share with my company users only some of report folders. I dont want them to see forecast or invoices report but I would like them to see potentials folder or other, a custom report folder. Marko
pre-set formating of custom field
Hi, Is it possible to set the formatting of a custom field? Such as a SSN. So, if the user types in "123456789", zoho displays it as "123-45-6789"? p.s. I truly enjoy using zoho, I have used ACT, Goldmine and Salfeforce.
How to display multiple taxes in Invoice Template?
I was able to define the two applicable taxes in our region through the field VAT, in which I defined tax rates. Now, how can I display those individual taxes in the invoice templates ${Invoices.Tax} displays the total of the two, but is there a code for each tax item, i.e. ${Invoices.Tax.Item1} ??? (I tried this and does not work!) Thanks, Fred
Data vanish from potentials
Hi, please I need help on this. One of our company CRM users detected that after editing data in potentials a field filled in with multipick list (our products) simply shows no previous data. User did not change that field but other one, and after saving changes our products field simply appears without data that there was jus a second ago. We solve it in an very costly way: filling in data again and again every whenever some potential is edited. Thanks for all your support which means everything
Events
Once an event is added, the status and due date do not appear on the summary page.
CRM Data eliminated after using sheet view
Hi, After changes of potentials through Zoho sheet view I was very proud of how quickly I change potentials names, but back again in CRM, one whole column (campaigns associated to each potential) was empty. Again, I went to ZS view where instead of campaign name (Telemarketing+pismo_200806) was a large number (something like 29000005591998225) in just one cell. I copied that number in each cell that I knew should be a campaign name, hoping this will show in CRM correspondent campaign but nothing
Web CRM Brochure/help
Plz help me a good idea for website CRM Brochure If you have more template. Please contact to me. mail: nguyentuanmanh@yahoo.com
Cant see Quotes in Potentials module
Hi, I've tried in different ways to show Quotes detail within Potentials module. In our sales process every potential in some moment requires a Quote, so after we have issued one, that Quote appears only in Accounts and Contacts modules, but not where we need it the most: in Potentials module. Any ideas what could be the solution? Marko
CRM Setup Help
I am trying to setup the Zoho CRM for a small real estate company. Would someone please be kind enough to answer the following questions for me? 1. Incoming leads are a couple(husband and wife), not one individual or a company. As such, I assume I would have to use the company field, enter the surname(s) as the company name and following conversion link both individuals as contacts to the newly created account? 2. Once a lead is converted, it disappears from lead reports. How does one generate lead
workflow
Is there anyway to create a workflow task that is dependent on the completion of a prior task? (I don't want to base certain action items on the number of days beyond a starting date...I want to issue a "task" to an employee based ONLY after I have completed my own "task".) Any help would be greatly appreciated. apadgett
Create Quote and enter a lot of product
Hello, I want to create a quote and then enter products into the quote. But I have a lot of products to enter into a quote about 40. So I like to enter the product code rather than the product name. For my organization that works out a little easier. Is there a way that you can change this in the inventory template? Thanks, have a great day Erik
CRM Update Notification
I notice almost every moderator response to a feature request indicates that the feature requested will be implemented soon. I know Zoho does CRM updates about once a month or so. Is there any way you guys could post whenever there are updates to the CRM and let us know the updates that have been implemented, even if they are minor changes. I realize you post the changes when there are big overhauls, but it would be nice if we are anticipating a small feature, and that feature gets released in a
SSB results tell tale of two continents
Hello Bioprocessing specialist Sartorius Stedim Biotech’s (SSB) net profit for the first half of 2008 rose by 3.5 per cent in comparison with last year, although the company continues to face difficulties in North America. http://tramad.1newmed.infoBye
Monthly subscription for daily backup
I would like to back up my data daily, but that would come to $300 a month! Yikes! It would be great if we could get a bulk discount or a monthly fee for daily backups.
Zoho CRM - How to add your company logo in print layouts
Hi, Currently we allow the users to embed their logo in printable views of Quotes, Invoices, Sales Orders & Purchase Orders. To enable this, you have to upgrade to corporate account by adding one more user. To add user 1. Click SetUp link in the top right corner 2. Click Add User link , found under Admin Settings section. To add your company Logo 1. Click Company Details link, found under Admin Settings (which will be displayed only after adding an user) 2. Click the Edit button found at the bottom
API XML feild names contain invalid values
Unless you can show me how... The API has a HUGE problem. Yes I can call the API export function and get an XML document. However its worthless. You have feild names with spaces - therefore I cannot load the document in a reader and do anything with the data. Only the fields that do not have spaces such as AccountID work. Please rework the API by replacing the space with an underscore.
Create Invoices without Sending?
I want to create invoices in Zoho CRM for tracking sales, but I don't want them to accidentally be sent to clients because I have my own system for invoicing. How can I make sure if I create an invoice, it won't actually be sent out?
CRM in Portuguese
Hello, I have tried the Portuguese version of CRM but the portuguese special characters are not displaied in a correct format (ex: � ; �o ; �). Is it possible to fixe it? Regards, IL
Please add...
1. The ability to click on a number and have it dial in Skype 2. Next and Previous arrows when looking at an individual lead. 3. Dashboard that can let you see lead status by lead owner.
mass update of custom feilds in account pads the feild
Created a customer feilds in accounts - which was pick list Mass updated the feild to initilize existing accounts. When looking at the feild is visually looks correct. However if you run a report and group by that feild you get data that looks like the database feild was left padded with spaces. Then if I manually change the customer feild, save, and change it again, the account is fixed.
SMS Remonder for Z Calenders
Is SMS reminders coming to Z Calender soon? (As it is in Google Calender)
Can't see Child Accounts in Accounts Module
I have customised the Accounts page to show Child Accounts but I still cannot see them. If I move Child Accounts up the customised list I cannot see anything below it. Last week I could see it....can anyone help me with this? Thanks. Mark
How to use "Leads"
I'm wondering when I have a lead that doesn't pan out what do I do? I want to be able to see that I've contacted the person before and should not contact again. I don't see a way to set "don't contact again" or something similar in the leads
Task and related lists
Is it possible to change the columns viewed for tasks? For example: under any given opportunity/prospect I see a list of tasks that list gives me column headers of: Subject, Activity Type, Status and Owner What has happened in my case is that my employees are using the Subject tab to write descriptions since this is the only way they can see these descriptions under this view. The problem with this is that when I run an activity report I get variations on E-Mail and Calls like (Email: Steve re: mapping)
Invoice Report Query
Hi All, I need to create an Invoice Report displaying all monthly invoiced jobs WITH each invoice showing the its component products, quantities ordered, list prices etc... i.e. Invoice 23012 - might contain three products of various quantities ordered within. This would create a report with many rows as each particular invoice would have on average three products - This is what I need though When I try and include Product Details as a column; All I ever get is a hyphen/dash in the relevant field.
How can I use CRM to initiate a webservice call
I would like to initiate a web service call from inside CRM, passing CRM data as arguments in the call and populating a field in CRM with the returned service call result. Is this possible, even if not exactly as laid out? Thanks Steven
Need a note feature
Just like you store and record emails to an account or contact need to create a note feature. Currently I added a customer feild (text box). There I am manually recording the date and time of the entry and entering a note. What I would like to see is note function where a dialog box pops up and I can enter notes. Then save it. Then on the account or contact leve see a summary of notes - title and time. then click on any entry and recall, and edit the note.
Need to a way to upload documents
Need a Document tab. In this tab you can create custom folders and upload files to those folders Such as a folder called contracts, or documentation Then be able to upload a file. The idea is to create a centralized library for access or use in other area of the CRM system.
Google Maps/MS Live Maps integration
I am in real estate, and my products are properties. I think it's fantastic that you can click on a button in somebody's address and have that location show up in Google Maps...however, I need to add that ability to my products page. (For our business we use MS Live Maps for the birds eye view and Google Maps for the street view) How can I do this? Do I do it with an API? I don't even know how to use an API I have just been reading a lot about them on the forums. Thanks!
Document Manager within CRM
Are you going to be adding a document manager to the CRM system. I see a need to place sales documents, marketing collateral in a central place. I suggest that an extra tab be set up for this. Rights will also need to be incorporated to this to limit accessability etc. This is very important to us as I want to extend the use of the system to partners etc. (Beginning stage for PRM functionality which is what I really need). When would this feature be added?
Here is what I need. Can you Help me?
Hello; I need the follow to open new client. 1.In the WEB my prospect fill a form and send to me 2.We send him a mail saying we will get in touch 3.We call him to answer the questions 4.If he is still intersted, I send a email and wait him to send me information/docs. 5.After that he is a client. What shoud I do? WEB CASE or WEB LEAD ? And how to set up the information flow ??? How can I do it in ZOHO CRM ?
Is this a feature or a bug?
Noticed today when I looked at my activity list. I thought if you sent the number of elements to display per page it would stick. What I saw is that if I had 10 tasks, the form would read display 10 items per page. If I changed it to 3 or 15 the page reformats accordingly. However lets say I had 10 task and then closed 1. The page would refresh showing the 9 open tasks and then number of elements to display would change to 9. Should it behave that way or stay sticky with the value I set. So if I
Debug missing web to lead records
Is there any way to debug problems with the Web to Lead process? We seem to lose records randomly and don't know why. All records are saved in a text file on our Web server before we try to post them to Zoho CRM. Mostly it works, but once it a while it doesn't. Over the past week we've had three records not make it into Zoho CRM. There's nothing obviously wrong with the data. It's very annoying to have to look these up and enter them manually. Almost makes the whole process worthless. If we simply
Inventory Alerts
Hello, I do not see any inherit way to alert the user about inventory status. I would like alerts that appear when the re-order level is reached and when the inventory of a product reaches 0 (or will reach zero due to orders in queue). I see a section in setup where I can set alerts, but i cant get it to do what i want above. It also seems like i can't tie two fields (Qty in stock to Re-Order Level) Am I doing something wrong? Is it possible? Thank you in advance.
Mass Mail SMTP Integration
What's the time frame on the proposed SMTP integration for our email so we won't be limited to just 250 emails a day? Last I spoke to Rishi he said it would be available this summer. Thanks.
? How To Create A Report That Lists Quantity over Time
I would like to have Zoho CRM spit out a report that shows me; How many of "Widget A" I've sold in the Month How many of "Widget B" I've sold in the Month etc Widget A = Product Details/Product Name field How Many = Sum of Product Details/Quantity field I can't seem to find any report category where I can include the Product Details/Quantity field. Any thoughts? 3vil3d
Generating Purchase Order
Under Vendor Tools on the Vendor Tab there is a "Generate PO for the Products below Reorder Level" option. When I select that option it takes me to a Select Venfor dialog with a drop down box listing vendors. The problem is that only one of my vendors should be showing on the list. Instead there are eight (8) other vendors none of whom are my vendors! They include the following names: HD Brazil Beans Widget Supplier 200 and my faborite: Komurcuoglu Mermer A.S. I don't know who these vendors are or
HTTP (SSL) for Zoho CRM
Great work guys. Can you please advise when you will have SSL security for CRM. For us and partners this is a must have to consider in lieu of SalesForce or Sage. Also can you advise what steps you take to ensure data on your servers can't be hacked. Thanks!
Carrier column missing from Invoice
While Carrier is a standard field present for Sales Orders it is not defined as a standard field for Invoices. Please add Carrier to Invoices. While I can define a custom field Carrier on Invoices, the value of the column in a Sales Order is not converted as a part of the Invoice creation. I also cannot map the Standard field that exists Sales Orders to the Custom field in Invoices which forces me to hide the standard field Carrier in Sales Orders and define a Custom field for that purpose!
IMPORT CONTACTS-STILL NOT WORKING - FRUSTRATED AFTER 20+ HRS
Using the CRM Migration tool there are system problems on your end. When I attempt to import contacts, only the portion of contacts which ARE NOT related to an existing account actually import. The rest DO NOT get imported. I have followed your instructions to the letter on dozens of attempts to no avail. Each time I attempt this import I receive an error message "Error occured in Data Migration while migrating the data from the null file." Dilip has been unable to resolve.
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