outlook synching: errors on synch are not verbose enough
We need to see more verbose error messages while synching. We, as users, have no idea what to look for to verify if the error is serious i.e. data corruption... Garbage in, garbage out. To err is human, to really mess things up it takes a computer... :) Dennis Daniels
Danish characters
Hi, I'm very satisfied with your support - except when we talk about feed back regarding the problems with the Danish characters in the leads received in from our web form. I have mentioned this many times since July but have only got silence. Do you have a plan for when you implement the Danish characters in the lead contact form? Then I would be very pleased to hear about it, because we daily have to find out what our new customers write in our contact form - and to correct the characters to some
Zoho is hanging when creating new accounts/names etc etc
I am using an apple computer. I have tried Safari and Mozilla and when i create a new user/name etc, the Zoho CRM is hanging. Any idea as to what is going on?
Simple Project Management
It would be very useful if you had some kind of simple project management solution built in to CRM. We have tried to customize certain sections to become a project center, but it's a very inelegant solution.
Zoho slow with Apple Computers
Not sure if its me or zoho, but it seems very slow when creating a new user/account/ whatever...is there something wrong? i use apple with safari and mozzilla and it still doesn't seem to work properly. It just keeps hangin when creating new stuff.
adding contact name to Potentials By Type and Stage report
There seems to be no way to add a contact column to a Potential report. you can add email or phone, but not contact name. Help! brian.harrington
RECURRENT TASK ASSOCIATED WITH ALERT
I would like to generate a recurrent task associated to an alert on my orders but the type of task is not proposing recurrent activity. I tried to modify the task generated but there is still no recurrent capability. How can I manage that ? Great thanks for your feedback. Catherine Catherine COOLEN
purchase order
I tried a test purchase order to see if stocks get added automatically. Does not seem to work. simheswara
Mistakes in the program
Hi. After the stop for maintennance you had last saturday I have noticed two thigs: 1) Send notification mail is not working 2) The little screens you could read over the events you had in 1 day is not appearing anymore. I will apreciate a lot you take note about that because your program is realy wonderful and I have been happy using it. By the way, I have recomended it a lot, but I thing it would be great you could let us the connection to outlook. Don be bad people. I know you have to earn money
Outlook CRM
Every time I try to login to Outlook CRM it gives me an error "error while initialising log file" The only way to undo this is to uninstall and re-install the add-in. What can I do to prevent this? julianmj
Accounts
Is it possible for parent accounts to show their child accounts
vcard import not working
This is not working...Can not map any field and thus will not import a .vcf Dale Heim
Product inventory
How do I get inventory into the system? I created a PO and marked it delivered. I thought that would drop inventory into the system. But it's not there. On the other side, I would think that once I create an invoice, that the inventory will deplete.
Error when searching cases by Comments
When I add "Comments" as a field to search for Cases when customizing the Search box, any search after that results in the error "Sorry, the page you have requested was not found. " If I uncheck the Comments, it works fine again. tg
Import data from Microsoft CRM
How to import all data from Microsoft CRM ? We want to migrate to ZOHO CRM. Mariusz Ciepły
$#$^%& signs when sync
when i sync Hebre e mail i can see only &^%*&%)(&^)(&)(* on the email at zoho files and not the original Heberew letter.. yacov_ygl
Right to left text
when will we be a ble to writr from right to left? wehn i align the text to the right, after i save the test its go back to the left side (as in englisg writing) yacov@ygl.co.il yacov_ygl
Mass Update Leads
once you decide to mass update leads the system can only seem to update 100 leads at a go then resets to the first page and not the next in line. time wasting when u have 10's of thousands of leads. scrolling through 15 to 20 pages to get to required leads please assist regards, kanz soar Kanz Soar
more disk space - ZOHO CRM
Contact. Let say we will require more "disk space" at your servers for our documents. Who should we speak to? thanks, ds
Integration between ZOHO Mail & Zoho CRM
Hi, Zoho mail contains Tasks and Zoho CRM contains tasks - are they integrated. Will they be integrated? Thank you, Ds
ZOHO & ZOHO CRM Privacy issues
Hi ZOHO Customer update Zoho with customer information. What is preventing a system admin or DBA from taking a look at this very sensitive data? Thank you, ds
custom filed mapping
Hi all, after your maintance work on 13th Oct. 2007 my custom filed mapping does not work any more. I can choose the filed in the picklist, but after saving it I get an empty leads homepage and no change has been saved. Can you help? Regards Jens Jens jdzoho
Forum Login problems
When I try to Login to Zoho Forum it does not recognize my user name or password. Same user name and PW inserted at Profile link works greate. Any ideas? Alexandru
Portuguese (Brazilian)
I can translate to portuguese (brazilian language)
Regions
We operate in 3 different states (In Australia) Is possible to divide the sales by region? aschepis
Inviting Co-workers
I like the latest update but noticed that when I schedule an appointment and invite a co-worker to the appt it does not show up on their calendar. Am I doing something wrong or is this a bug? Thank you ppotratz
Custom View
I am trying to update a custom view I have created and everytime I click save it does not save the new criteria. Also, on friday i did mass updates to about 400 records and today the changes are not showing and I am having to redo all my work again. jessica.treadwell
Appointment setting
Am I missing something but is there a way for an email to automatically go out to my lead/contact when I schedule an appointment with them. I like being able to use this feature in Outlook as a way to confirm the lead/appointment has scheduled my meeting. It would also be great if that email that went out the lead/contact could click to accept and it would automatically load into their outlook calendar and then possibly have an ad on the bottom inviting them to sign up for zoho. ppotratz
Company announcements
How can I generate company announcements to be shown at start-up on home page for every user. regards, Alexandru
Adding Notes functionality to the Vendor module
I want the same Notes capability in the Vendor module as is in the Contacts module, i.e., the ability to add a note and the topic/details/date automatically form an ongoing list. Is that possible? I couldn't find anything in the manuals or knowledge base. Thanks! Dennis
Report
How can I generate a report that will track the birthdays of a contact and co-contact? Lindsey Kauffman
Acentos y letra "ñ" en español
En espanol todas las letras ñ y letras con acentos se ven mal. Ejemplo: Se ven asi: Campañas Debe verse asi: Campañas the_now_1
E-mail to lead owner when a lead is assigned to him
Hi I have a simple question: how can I create a rule that automatically sends an email to the lead owner when a new ( or modified) lead is assigned to him? Thank you Silvia
Combining Invoice?
I was wondering if there's any way to combine invoices to make one single invoice so I can bill my clients Monthly? OR... Is there a way to add a little note section within the invoice next to the Product Name? We sell photography services, for example, one of our product name is "Custom Photo Tour", we may sell this service 10 times to the same clients, but on a different day. I want to be able to say: Custom Photo Tour - Oct 4, 2007 Custom Photo Tour - Oct 5, 2007 in one single invoice and bill
Poor interface when creating events
Dear Sir or Madam: When creating an event, I'm forced to enter the start date AND the end date. Have you ever heard of an event going on for days or months? Sure, there are some conferences that stretch for days. But most meetings last just an hour. So why do I need to enter the end date (MM/DD/YY) for every event that I create? Thanks again for the free CRM ... vikram
Contacts.Fax field on Invoice
Hi, I use Contacts.Fax on invoice. I found the invoice always show the fax of customer, not contact. Please correct it. George
PDF attachments not opened
I ge the following message when I try to open a file "Adobe Reader could not open the file because it is either not a supported file type or because the file has been damaged" Please let me know what the issue is as I am having more issues with accessing files from ZOHO after I upload them as attachments. Best Regards, Minko Kissiov Minko Kissiov
bug with lead/contact search box
Hi, There seems to be a bug with the Find Contacts and Find Lead search boxes (on ther ight hand side of the screen. When I enter search criteria, it returns me to the tasks menu and does not return any results. however, when I use the general search, it does find the correct lead/contact. Please look into this. thanks, Isaac Hakimi Isaac Hakimi
stock
Let say I have 1000 quantity of product X. and today I make a purchase order for another 1000 and it is delivered. Does the stock get added to the current stock and final stock becomes 2000? If yes how is it done with ZOHO? need your help. simheswara
Announcement ticker at the top of the screen
How the ******** can I get rid of that new ticker at the top of the screen ??? ARGHH! Olly oliverm
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