Uploading sales revenue
Is there a way to import revenue on a daily or monthly basis please? Thanks gary
Inbound emails (with attachments) do they get saved to the right contact?
I am about to get 500 inbound emails from contacts -- in ZOHO -- with a pdf attachment to each of these emails that my contacts will send with their updated prices. I am wondering will these attachments get saved under the contact's profile under docs attachment? Or will they just be saved and attached to the email under the contact record? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Global Search is not working
Global Search is returning no matching records for Leads; searching using the View Search works fine. Is anyone else experiencing this issue. It is the most important piece of functionality in Zoho CRM and must work. DM
Multiple Companies
We are looking to use Zoho (Professional Edition) My issue is Currently I have one resource who will work on a set of accounts. Next week I am due to also get another set of accounts that I want to assign to another resource that I have. How do I keep seperate the two users. I want to be a power administrator for both but I dont want them to be able to see each others. We aren't using ZOHO as a traditional Sales leads and conversions tool but more as a tool to make notes and create actions
Go to Gmail when clicking an email address
Hi Zoho CRM team, We're very surprised not to have this feature yet. We'd like to be able to activate an option related to Gmail integration: open a new mail in Gmail when we click an email address in Zoho CRM. Zoho CRM syncs with Gmail so we don't need to use Zoho CRM email client, which is very far from Gmail's efficiency. Keep focusing on a CRM, drop the email to our own specialized email services. Thank you very much!
How to stop spammers filling in my web-to-contact form
How do I stop spammers filling in my web-to-contact form. I currently have manual approval set up, but I am being inundated with machine entries. I recently found a post on a different forum on this problem. http://www.webproworld.com/webmaster-forum/threads/67855-Can-I-stop-spammers-filling-in-my-form Can it also be done with the soho form?
Make CRM more Usable !!!! - Let users edit attributes in Views / Reports
Let say that you are sitting with your sales team and you go through your potentials...It's very frustating now if you want to enter new "Next Step" or close or create new task. Many clicks needed.... Open form, Do the change, Save, Reload view/report to show updated information, Scroll to the original row... Impossible if 10 people are waiting... Please, please, AJAX is here many years. What about to edit single attributes in Views/Reports? All team watch the list of potentials projected
Improve entering the relations - at least for mobile version
I really, really appreciate if you simplify entering the relations. Let say that you enter new Task and you want to add Account to this Task. Note, make entering new tasks simple is critical to use CRM as task management system. Why don't you: enable user to enter the related entity name (e.g. Account Name) directly at the entity form (e.g. Task form), show list of related entites already filtered by the text entered in previous step, with the option to create new entity (for cases where entity
Workflow Task assigned to Importer, not Owner
I'm trying to import a batch of leads through "Import my organization leads" that have their owners set by Assignment Rules. The task I choose gets assigned to the person importing the leads (myself) instead of the user who is the owner assigned by the rule. It doesn't seem like this is the way it should work but I couldn't find any documentation.
Moving from Salesforce.com to ZOHO ?
I have my data from salesforce.com how do I import that to ZOHO ?????
Associate email with different contact?
I'm often forwarded an email that I need to associate with a specific contact or lead in Zoho CRM. The contact is usually in the header information, but lower down in the email since they did not directly email me. Is there a way to associate the email with the correct contact in Zoho CRM using the Outlook plugin?
Add in for Outlook 2007 will not install
Outlook addin will not install. When I try to install is looks as if everything goes well but I get no toolbar in Outlook nor is there any thing in the trust center to enable. I have Win7 64bit.
Replace the 1st administrator
I leave my company et and I need to transfer the administration and close my account. The problem is that I've created the crm account and it seems impossible to desactivate this account and also delete it without problems. Thanks
Bug or intentional behavior for global search?
In the global search field if I type in something and then later go back to edit the query (for example to fix a typo) there seems to be no way to select anything but the entire query, meaning I have to retype the entire query again even if I just needed to add in a letter. The only workaround I've found is if I click and hold while typing I can prevent the whole search query from being selected. I've tested this on two different computers using the latest version of Firefox and Opera.
Zoho Sheet View bug
If I use the Find Contacts search box at the top right of the Contacts window (NOT THE SEARCH ON THE LEFT SIDE), and search for a specific Account name (choosing "by Account Name" in the search drop down option - I get the correct results in the window. However, if I then choose "Zoho Sheet View" to edit those contacts returned, I instead get all contacts that match my search string - none of the Accounts I was just viewing. For example: I search for Find Contacts: by Account Name "Smith", I get 10 results
Using Zoho CRM as a team working together answering customer e-mails
Hello, I have spent a lot of time setting up Zoho CRM and just discovered that we have a huge problem regarding e-mails. All the documentation suggested that it was possible to handle customer e-mails from within Zoho CRM and also see e-mails from collegues. We are using the Enterprise Edtion with Zoho Mail Add-on. While reading about the functionality i assumed that: -It is possible to have a central consolidated mailbox in which customer e-mails land which all employees that i give access can see
Google Maps native within Zoho CRM Mobile
One fairly minor, but really helpful thought - in the Zoho CRM Mobile site, if you look up a contact's address it will default open up to Google Maps website... yet, on Android phones it would be REALLY nice if the link syntax told the phone to send the link to the Maps app instead of the mobile Maps site. Seems like a minor fix. It is possible? - Fred
Social Networking in your Email Signature
Is there a way to add a facebook or twitter icon to your email signature? I can't figure it out, but I think it would be great added bonus for our clients to stay connected to us and instead of sending out a mass email, they can click on the icon in an email convo we have and follow us...thoughts? Thanks!
Add task, Add event don't work
I'm a new user, I click on CREATE TASK or CREATE EVENT and my screen is empty, only SAVE, SAVE AND EXIT or CANCEL, 2 times on 2 differents lines, Is it a bug or I have to make settings somewhere ???
Global search for contact Notes does not find anything.
Hi. Please see this screen cast. I have put notes under a contact. But global search does not find them. http://screencast.com/t/uDyAXAh9goPK
Deleted files
Today when started Zoho CRM more than 600 records was deleted. I restore from recycle bin. I doesnt erase records yesterday. Anybody knows what happen? Tks Jose Sarria
Zoho Sheet View: export to xls not working?
Hi, when you request a Sheet View from a list of contacts, then normally you can export that list into csv, excel, pdf, ... But this doesn't seem to be working today? When I request an export, nothing happens... And I need this urgently to export the contacts to my mailing program. Can anyone help?
"today/NaN/undefined" bug in CRM date filters
Hi there, I am seeing this error in multiple place when trying to click the "today" from the calendar picker. When I click today this is inserted into the field, and throws an error: "today/NaN/undefined"
Events - features wishlist
I do a lot of webinars with prospects in my Leads list. I'm finding there are some features for the Events in Zoho CRM that would be really useful: 1. Add a main tab at the top of the screens for Events, not just Activities. I have to go into Activities then select my Events views. Would save a lot of time. 2. I use the Invitees section for registering leads for the webinars. It would be alot easier if you could click the name of a person in the Invitees section and go directly to their profile.
New UI Record Headers - Can we customize?
Will we be able to customize the record headers in the new UI? For example, in potentials, I have the following info in Potentials but it's not the preferred header info if I had to choose Opportunity Owner : Stage : Probability (%) : Closing Date :
Are You Sure? - suggestion for improvement
Zoho - can you add the selected action to the "Are You Sure" warning? Sometimes, I've thought I hit "Clone" or "Edit" when I mistakenly hit "Delete" and the "Are You Sure" warning pops up. Since the intended action is not repeated in the dialogue box, I have no way of knowing what button I clicked so I have accidentally deleted many things thinking I was Cloning or Editing. Can you modify the warning to repeating the action? e.g "Are you sure...you want to delete this record?"
Related information in "SalesOrders" module
Hello, In the "SalesOrders" module, the related information shows only 1 invoice. If i need to have partial billings, the second conversion is not possible so i have to duplicate the first one. The only way to have knowledge about the billing proccess of a sale is checking the "SalesOrders" module. So, is it possible that in the related information, i can see more than 1 invoice, if related to the same "Quote", so that i can figure if theres still anything more to bill? Thank you, Paulo Santos
How is everyone utilizing Zoho?
To be more specific...what functions is everyone using within CRM for their sales related businesses? Are you able to use reports to generate a log of leads-->accounts-->potentials for tracking purposes to show how your sales team is progressing? Are you using CRM to track commissions? Have you been able to customize your report criteria? If so, how? Any and all feedback will be very beneficial to our company, so please be as detailed as possible to help shed a little more light on the program and
Script error
Hi, I have installed the Plug-In Zoho CRM for Windows Office on my computer but I can't sign in on Word. I get the message: Do you know how I can solve this? Thank you in advance,
How to Import data to Custom Fields?
I have created about 5 'New Custom Fields' in the Accounts module I now want to import data from csv to these fields. However, I only seem to be able to map to a default set of Zoho CRM fields. Looked around in settings, but can't see anywhere to change. Help please! I like what I see from Zoho, but this could be a show stopper!
Error when trying to re-invite a user
Hi A user invited to the system has not received an invitation. I am attempting to "re-invite" but I get the following errors: "TypeError: getObj("freezeMessageDiv1") is null" (FireFox) "[object Error]" (Internet Explorer) Please advise if there is any other way to re-invite the user, or a fix for this error. Thanks
Show information from other modules
Hello, I'm trying to have information displayed about the module "Invoices" in the modules "Quotes" or "SalesOrders". Is it possible to show that information in the bottom related information field? Many thanks, Paulo Santos
Migrate Zoho CRM to Zoho Invoice (or upgrade)
I've been using CRM for a year, and now would like to use Books as well. However, it looks like Zoho Books only migrates data from Zoho Invoice. Can I upgrade my CRM to invoice in order to migrate my data to Books? Orm how else can I get into Books from CRM? Thx.
Family birthdates and anniversaries
I'm a photographer just starting to use Zoho. It's great so far. I'm just wondering if there's a way to track family birthdays, anniversaries, and other recurring dates? I want to contact my customers ahead of time to book sessions, send cards, and such.
CRM -Sheets view is randomly throwing errors.
This just started happening. I click Sheet View in any module and it throws this error. The workaround is to do a hard CTRL F5 reload on the page.
HTML Email Alert Templates --what is the best size for the HTML alert?
I am creating custom HTML alerts to configure in the Email Template module of ZOHO. What is optimal size for the HTML creatives? I would like to provide our graphic designer with the dimensions. Note: I looked in the Help file on the email template page and could not find it. Thanks! Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Multiple listing of same accounts
In 'reports' section on crm I have some accounts that are listed several times, but I only have one account created. How do I delete these duplicates?
Outlook Plugin for CRM - Password not working
I have installed the CRM outlook plugin installed (after may repeated attempts) however when I attempt to login within outlook the password is not working and i get the error message "you must use a valid username and password" The blogs I have read state it's supposed to be the same as the Zoho login, can anybody confirm is this correct?. I have contacted support but have had no response so wanted to ask if anybody else could help me? I am not the first within our company to have experienced poor
Skype click to call and number formating
I noticed last September there was a similar enquiry to this. As a former Salesforce client, we were able to accomplish what we want and it appears Zoho is almost there...here's the situation. Using Skype as my outbound calling client, I want to take advantage of the callto: function in Zoho. Phone numbers in Zoho are properly formated when 10 digits are entered, however safe need 11 digits. Therefore if we put the one in front of the phone number in Zoho then Zoho isn't formatted properly. The
Invox -- users of this web-based phone PBX tool -- exchange tips and troubleshoot.
Just started setting it up. Couple questions: 1.) Can users easily transfer calls from the full price (phone lines) version of Invox to people in the same company? 2.) Google Analytics -- Can I enter in campaigns, change the campaigns by phone number, and still retain the older phone call data in Google Analytics? Or is any time I change the number all the historical is erased? Thanks for any help! It would be great is a discussion grows to support Invox so we can hash over features/apps as they
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