Tracking of account
There must be a better way of tracking the account and the contacts. You should have a tracking module that keeps track ow all notes taken down about an account. This note-pad should be possible to filter by person who wrote the note, by contact and by date. Automatically when a note is added the contact and time is added in the notes forrm, just like a "time-stamp". OK? Per Dahlen
Trouble adding two new users
The "company" field does not appear when I try to edit my account. I cannot enter a "company name" in the edit program...which I am told to do prior to adding new users. Doug Crawford
Problem starting program after upgrading to vista
I have a problem starting program after upgrading to vista, error massage is: CreateProcess:65432 error=2 Can you help me?
CRM solution & Merits
Hi, I seek to explain you about benefits of Crm software and solution of CRM. CRM systems provide businesses many significant advantages such as the ability to personalize relationships with customers. CRM software provides better customer service. Using CRM, a work can be maintains customer profiles, thereby treating each customer as an individual and not as a group. This approach, every employee can be better informed about each customer's specific needs and transaction profile. Business can identify
ResizelLenght of field in form
Hello, I would like to resize the length of my field since the entry only requires 2-3 digits. This is causing my fom to look disproportioned where the right column is cutoff. The form doesn�t autofit to my screen as shown in the attachment Mahalo!
Contact Limits
What is the limit on the number of contacts you can have in CRM? I have a customer that I am suggesting Zoho CRM to but they have a large 60K prospect list they need to use with their CRM software. Can ZCRM handle that many? I know you can only import 1k at a time but if I do 60 batches of imports is there going to be a problem?
Feature Function
is there any way that users can customise the home screen such that ACTIVITES screen will include and show CONTACT or ACCOUNT or Both? today it only displays what the TASK SUBJECT is... Richard
Deleted Report Schedule won't stop emailing
I was testing how to use the Report module and created a daily report to be emailed to me through the Report Scheduler. I left it for a few days and it worked perfectly. Reports were emailed to me on time every day. However, I have since deleted that report schedule but continue to receive report emails everyday. I can't seem to turn it off. I have checked my report scheduler and it says "No Reports Scheduled". How do I get this to stop emailing me? I was going to use this feature to email various
Find and merge always errors out
When i use find and merge, it errors out. gunjan garg
Custom views-accessibility details
Hi! The custom views I create, and set Accessibility Details ---> allow the following users to view this Custom View ---> 1 role / "Show this Custom View only to me.", turn up in different roles view-list. So: other users, with different roles than mine, gets my views and visa versa. I've searched the forum and tried to figure out if theres something I'm doing wrong, but I end up with the conclusion that this has to be some kind of bug. Best regards, Magnus
New Release Notes
Would you please send me a document listing all the additions to the system made with the latest update? Is there a place where I can track what is changed with each update? Thanks Minko Kissiov Minko Kissiov
How to merge duplicates in suppliers tab?
I have imported my supplier databes and I have a lot of duplicates (because of lots of contacts from same supplier) and I want to merge these duplicates, but there is no such a function in ZOHO. How can I do this? Because manually is a hard job. Regards, Alexandru Alexandru Hegedüs
integration
Hi, Can you integrate Zoho CRM with backend financial systems such as MYOB or SAP ? Is there any limits to No. of users? What database technology is this based on? SQL? Many Thanks Charlotte Charlotte Smith
September Update
Has the September Update been done? and if it has can some one from Zoho post what has been updated. Thanks Gordon
error while trying to save reports
When i am trying to create a report on invoice, there is an object required error in the browser.. gunjan garg
I could not impor my events
Hi again! I couldn´t import my events. You even sent me a mail telling me it was ready, but it didn´t work. Thank you Angel Escamilla Criollo
Suggestion
Hi. Your program is wonderful! I love it! But it could be good you consider the use of special caracteres or signs when you are importing or exporting data. For instance, I speak Spanish and I can not read in a good way the data I transfer from my program in my lap top to the program on line. Thank you! Angel Escamilla Criollo
Seperate Teams, Single Reports
A quick question -- is the following possible? We have three sales teams (EMEA, Americas, AisaPac) who work independently and for historical and cultural reasons must NOT be able to see each others' accounts info. However, all teams answer to the same director, who MUST be able to see all accounts and single, consolidated reports covering all three regions, as well as region-by-region. I can't see how to do this -- is it possible? zoho
Cancellation
We have cancelled this account - but you are still taking money from our account? Michael Conyers
Invoice Problems/Concerns
Hi There, We are facing a few problems while using crm solution. 1. How can we customize the date format from mm/dd/yyyy to dd/mm/yyyy as India uses that format. 2. The invoice generated has a ew problems: a. The logo appears a bit sqweezed, although its fine under the company details section. b. We wish to add our tax numbers in the invoice headers. How can we do that. c. We wish to hide the ship to address section. How can that be done Thanks Much -Gunjan gunjan garg
Send Quote to Lead
I can't see how to send a quote to a Lead, only to a Contact. This is odd. Our sales are typically a one time event. We never upgrade a lead to a contact until they purchase our product. Scott
Send Case Report to Contact
I wish to send a copy of a support Case to the Contact. We have created a Work Flow that sends an email template with the Case details to a Zoho listed user but it will not go to the Contact. How do we get the e mail to the Contact? We think the only way is to forward it. This is not the best solution. We use the Case Report for back up when a Contact send a product back for repair.
TAX Value not appearing in INVOICE Reports
TAX Value not appearing in INVOICE Reports.Please check it. Suresh Mani
secret? question
what is the point of having the administrator who is setting up the user, set the secret question??? for one, he won't know the users secret answer, for another, if he has to find out (as he currently does to complete the set up) it's not a secret any more? There should be a second phase to the procedure, where the user answers those questions. nick.baskett
Reports - New advanced filter
The ability to use the following criteria in reports (leads): checkbox-value --> modified --> the last x days/weeks/months. The possibility to not beeing forced to use "standard filter" would also be nice, just gather all the filters in one group, like it is when creating "custom views" for leads. Please let me know if any of this is possible now, and I've just missed it. best, magnus
deleting a test user..
I've just upgraded to a paid version with more users. before I added these external users to the system, I wanted to check they could only see the info I wanted. I set up a test user internally, and got it working. Now I can't delete him!! does this innactive user count as one of my paid licenses!!! I hope not. nick.baskett
Products
Is there anyway to have a recurring product automatically be sold in the system? I have a service that bills a certain amount every month. kevin
Problem in CRM
When I click on the Accounts, Contacts, Potentials and Camapign tabs it repeats the CRM page in the data space and no data is displayed. This does not happen with Leads, Reports and Dashboard tabs, which are working normally. Thanks in advance for your help. mturner
Multiple Warehouses
I've been using the free/trial version of Z-CRM and am wondering if it's possible to setup multiple warehouses for products. I'm finding a limitation in the following scenarios; I want to order x. qty of product I from a. vendor to be dispatched to warehouse 1 and y. qty of product I from b. vendor to be dispatched to warehouse 2. I can make a PO accordingly and enter the ship to address as Warehouses 1 & 2. However, I cannot receive the products in two separate logical Warehouses as Z-CRM can only
Maximum 3000 contact export limit?
I have repeatedly tried to export my contacts. Every time it has only exported 3000 (out of a total of around 5000). This does not seem to be a problem with Excel, but what is exported. I have found no reference to any export limitations in any of the documentation, and as far as I can see this is not a difference between Free and Professional editions (I have Free now, though would be happy to add a user to pay for it if this remedied this problem). However I cannot use Zoho CRM if it doesn't allow
Entering Sales
Im a sales rep and want to use this program to manage my clients? Is it possible to set up a monthly forecast which shows all of my accounts and what I forecast in sales and will be able to enter in the final amount for the month? Also reporting to summarize the monthly sales? Cheers Dean deanredding
Email Auto Responders
We are currently looking into signing up with Salesforce.com. We would like to work with you guys though if we can get everything that we need here. The most major thing that we are requesting as of now is the ability to communicate with our customers through our product creation process. 1 - We would need to be able to change the status names for the fields list (which we cannot do) 2 - And have the ability to send an automatic email when it hits each of those statuses. 3 - these emails need to
Cancellation
I wish to downgrade our system to one user free account with option to go back to 4 user subscription at a later date. Please confirm whether this is possible and that you will stop taking payments. Michael Conyers
Email address won't change
I have a user that I need to change the email address to lower case however it won't because it says that that email already exists. (it is also the user name.) I have changed the email address to something totally different but it still won't let me change. Dan Ashton
Currency of Potentials
Very annoying not to be able to decide upon your currency in the Amount field in the Potentials section. The best would of course be a mash-up with for example www.xe.com to have live conversion on the fly. Thanks, Per Per Dahlen
leads title
Could you please alter the title in the leads section so that it is editable or if you can add Miss, Rev. etc. because it is a hidden field markhudson
How do I close an event?
How do I close an event so that it doesn't show up in the open tasks list? Abey John
Picking an account deletes contact's address
We've encountered a strange but serious bug. We pick a contact to edit in its entirety (Edit Contact page), click the icon for Account Name lookup, select an account, and the screen refreshes and the contact's physical address is deleted. We can cancel to prevent the deletion, but I'm not sure what else in the record may be affected if we were to accept the change by mistake. The workaround is to not edit the entire record, but instead perform a specific field edit from the Contact Details page,
delete users?
I am using the free edition of web crm. I added three users. I inactivated one. I cannot add another user without getting the 'exceeded number of users free' prompt. Can I delete one of the users, which I just put in to play with the system? Thanks
Screen bug
My default CRM screen is "home". When I tried to open "Activities" I do not receive a fresh screen, but an endless loop inside home and an incomplete new sub-screen embeded into the first. This feature has inutilize CRM in my case. Please, help. dagconsultores
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