Set contacts to multiple accounts
It would be great to be able to assign a contact to multiple accounts. One contact may be the CEO of xyz company but the CIO of another.
Assign and view activities to other members
I'm responsible for prioritising and setting up tasks for a colleague of mine. But once I create a task and put him as the owner, I can't see the task anymore. How do I view and edit tasks assigned to someone else?
Notes for Tasks - Display
While opening a Task, which is mapped to a Contact as well as Campaign, the "notes for the campaign" is displayed. How to change the display to "Notes for Contact" instead ? I have seen if the task is not mapped to any campaign, then notes for the contact gets displayed. But I would like to display task for contact even if the task is mapped to a campaign. Please help
Autonumber link between Invoices and Sales Orders?
Hi, I am trying to create a Sales Order form where an autonumber is created for each record. Manually I want to convert an individual entry to an Invoice. I would like the autonumber generated in Sales Orders to carry over as to create no duplicate records between the modules. Is this possible to do?
Having notes appear in all contacts for that account? (and 2nd Q about user access)
Hi guys, I met with two contacts and would like to have my meeting notes appear under that account, so that whichever staff member I access within that company, those notes appear. Would I be best to enter my meeting notes under Accounts to achieve this? Otherwise, what's the best way to have contact notes appear for all contacts within an account? Also, I have imported my contacts with lots of fields that I'd also like to appear under each contact's account. They were mapped to the Description field
Can't export tasks from Outlook
I'm trying to export tasks from a task folder to Zoho, but get the below error message when I highlight the tasks and select task -> export. "Select the \\mailbox - username\task folder to export" Please advise.
poblem importing accounts - column subjects not showing up when mapping
i have created a master account list and added customer fields in both the CRM and on my excel spreadsheet. when i upload the spreadsheet and go to map the columns and fields not all the column subjects show up. actually most of them don't except the standard ones that are in the CRM. thanks for the help
Zoho setup for dance school
Brand new Zoho user. I have a dance school that I want to track prospects and also register students in different classes. I offer weekly evening dance classes at 6:30, 7:30, 8:30 on Tuesday, Wednesday & Thursday nights. How do you customized contact layout to integration class times, dates, locations and dance styles (salsa,swing, ballroom tec.) Does anybody have experience in setting up a dance studio layout in Zoho? THANKS Wes
Can't try mass email on Enterprise trial
I have started a trial of the paid Enterprise edition so I can have a look at how the mass email works but the system is not letting me try it. Can this be temporarily enabled for me to try?
Is there an easy way to create a lead from a contact?
I'm new to Zoho and still learning my way around, but I don't see it.
Is Zoho CRM down?
Can't access it over the past hour
Any thoughts on how to set up master agent vs sub agent?
Hi guys, I need to figure out how to differentiate between a master agent and a sub agent when inputting potentials, so that my reports can show both. Any thoughts?
Decouple probability from stage of sale
Hello Zoho- I am trying to decouple the probability of a deal closing from the stage of a sale. They are not the same - if a customer I trust says "we are going to do this", then I can assign it a high probability, no matter what stage the sale is in. Can you please help me to do so? Also, in a related question - how can I put expected value of a deal (value*probability) into a report? thank you- Chris
Web to Lead Form Lag Time
We're trying to track the source of the inquiries from our web to lead form using google analytics. There seems to be a lag time between when Google tracks the conversion, and when it is uploaded into zoho. Is there a way to decrease the time between when a lead fills out a quote form on our website to the time it is uploaded into our crm?
Converting to a numeric value and adding dates
I'm trying to add a number to a date using the adddate function in Zoho CRM. The number is to be converted from a string function value. Have used the following formulae, but it just doesn't work: Formula 1 Adddate(${PurchaseOrders.PO Date},${PurchaseOrders.Pure Production Timelines}.toLong(),'DAY') Formula 2 Adddate(${PurchaseOrders.PO Date},PurchaseOrders.Pure Production Timelines.toLong(),'DAY') Formula 3 numeric=${PurchaseOrders.Pure Production Timelines}.toLong(); Adddate(${PurchaseOrders.PO
Can we have decimal values for list price?
We need decimal values for ${SalesOrders.List Price} field. For some reason the decimal value is getting truncated and it's not showing up when we add in, ie, We're only seeing $27 when we add in $27.50. This is a constant requirement and we're in need of this. I believe, this field has been defined as integer or something and that needs to be changed to 'float' - taking a wild guess. Can someone help me this please?
Custom field in formula
Is using a custom field in another custom field formula on your product roadmap?
How to have a direct access to website from memos in CRM?
Good morning, I would to know if someone could help me: when I introduce a website address in CRM (for example in memo for possible client) then, it is impossible to have a direct access by this address, is there a specific technic for that.? Thank you! Marie
vcard import contact owner
I'm about to import all my contacts to zoho CRM from a vCard export from a custom database. I have a contact owner for each record in my pre-export data. How do I format the contact owner in the vCards so that Zoho CRM knows how to import it.
Web-to-Lead form problem: using the space bar jumps to next web page
I have made web-to-lead forms in the past that all work perfectly in the websites they are on. But it has been awhile and now seems the new code generated is causing the use of the space bar, while filling in the form on the website, causes the page to suddenly change, rather than just giving the user a space while typing. I checked my old forms on my sites and they still work fine. Can anyone suggest anything, or is there a bug in the current form code being generated when creating the form? Thanks,
Quotes
Hi anyone tell me how to firstly change the tax label to vat label on the quotation and have the value always at 20%. Thanks
Web-to-Lead form problem: using the space bar jumps to next web page
I have made web-to-lead forms in the past that all work perfectly in the websites they are on. But it has been awhile and now seems the new code generated is causing the use of the space bar, while filling in the form on the website, causes the page to suddenly change, rather than just giving the user a space while typing. I checked my old forms on my sites and they still work fine. Can anyone suggest anything, or is there a bug in the current form code being generated when creating the form? Thanks,
How to access directly to a website when linked to a contact?
Good morning everyone, I have a problem with Zoho CRM. Let me explain: I use to link website address with data of my contacts. But then I cannot access it, I have to open a new window and copy and paste. And it seems to me a lot of lost time. I would like to know if we can directly access to this website just with a click from Zoho. Thank you and regards, Marie
Currency Formatting
I have 3 different fields that are currency fields - 2 simple currency fields and 1 formula. In one case it shows the $ in the data ($#.##). But the other 2 it does not show the $ (#.##). When I look at them it shows that they are currency. Not sure what I am doing wrong? Chaz Green
Cant save my quote
I have tried to save my quote and it goes on to the can't process page and I loose all the information i have imputed, is this a localised problem or all across Zoho CRM Gavin
Mobile app for locating customers or leads in Zoho
Does anyone know of of there is a mobile app that would allow me to see customers or prospects that I have in Zoho on my iPhone or iPad when I'm calling on an account that near their location? Example I have a meeting with a customer in littletown USA. I would like to know if there are leads or other accounts within 25 miles of that location.
Is it possible to sync Zoho Contacts with Hotmail contacts.
Hi, I am constantly having to duplicate my actions, creating new contacts on my smart phone, and then having to entering them in Zoho again. I have a Windows 8 phone, and a free Zoho account (checking it out) My question is: is there a way to link my hotmail account to Zoho, so that all my contacts are automatically synced in both Zoho and my Hotmail contacts/address book?
Is it possible to create dependencies to view custom fields?
I don`t want all of our custom case fields to be displayed on a blank case, since all are typically not applicable. Is is possible to make the display of one field dependent on the selection of a certain response in another field? I.E. Favorite color = blue, then display Favorite Shade (ocean blue, sky blue, or turquoise blue)
lead modify date and time when notes update
Dear!! Is it Possible, If Notes Update then only Leads Modify otherwise Not Some of our Advisor Update only Date of Leads or Category, And its very Difficult to Make Productivity Report Thanks in Advance Hardeep Kanwar
transferring files from zoho docs to the docs in crm
I am trying to move documents from the stand alone zoho docs to crm docs and I am finding it a bit difficult. 2 questions first of all in zoho crm docs when you create new folders and you want them to be in a parent - child format for example clients and within clients different folders for client names how do you tell the system that you want a specific folder to be a subfolder secondly is there a quick way in regular zoho docs to download all of the files in a folder to transfer them to the
zoho crm functionality vs stand alone modules
When I first began using zoho I purchased separate modules such as zoho docs and zoho invoice. then I purchased zoho crm and now I wanted to bring over the docs to the crm docs and use the invoices under crm. however, I noticed that much of the functionality that were in the individual modules are lost in crm. Is this truly the case or am I missing something? If someone can give me some best practice guideline about how to get this all to work well together I would appreciate it as I would like
Create a link between accounts and Contacts
Hello, I have imported some contact however how i can link my contact with my account automatically and not manually. Because I have near 2000 Contacts and I can't do this manually. Sincerely. OB
Calls placed through iPhone app stopped logging calls
I recently noticed that the paid iPhone app has stopped asking me if I want to log my call. I place my call through the contacts in the app and normally the app would ask me if I wanted to log the call. It no longer gives me that option. Is there a setting that has changed or is this a problem? Please help as that is one of my main reasons for using the app... Thanks. scott
Unsubscribe Please
I cannot find any way to unsubscribe. Please unsubscribe me and stop billing my credit card for the mobile application. Thanks in advance, Ron
New user - iphone, searching contacts by fields other than name
I just imported a bunch of Contacts into CRM and have them in my iphone. I want to either 1) display the contacts by company name or 2) search by company name. It appears that this is not supported, which i find very strange. Any advice? Thanks.
Mass mail to customers that bought a specific product
Is it possible to send a mass e-mail to the leads / contacts that bought a specific product(s)?
ReturnURL / Statements after Web To Lead form not working
Hi, I have set up the Web To Lead form to integrate with my site's quote request function, but the ReturnURL doesn't work and any code after the form is sent doesn't seem to render. I know this isn't the standard CRM code, but could someone look at it and let me know why this problem might be occuring? PS: The data goes onto the CRM perfectly, it's just that the user doesn't see that the form's been submitted, which results in them re-submitting a few times and then getting irritated, thinking it
Custom Fields
Custom Fields limited to 15 number fields... Why?
Automate Vendor email
I am trying to create an automated email when I add a new vendor into my Zoho CRM. It's a basic notification letting them know that we added them to the database. However I can't get the email template to send to the vendor on creatation of their record into the Zoho CRM. Here's what I have thus far: Workflow rule - Created Module - Vendors Excute on - Create Rule Criteria - Vendors Name ( is not ) empty and Vendors email ( is not ) empty Instant Actions:Vendor Added to CRM to send New Vendor Added
The BCC Dropbox
I managed to get my outgoing emails automatically tagged onto my leads / contacts, but what about if I want to track all incoming emails as well i.e. when I make reference to a contact / lead, obviously I would like to track all email communications, not just my Sent emails, right? Any clue from anyone?
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