Accented characters in web-to-lead not displaying correctly
I've setup web-to-lead and works perfectly except for the accented characters, which are replaced by question marks in the Lead view within Zoho CRM. How con I prevent this, and make the system recognize the characters when they come from web-to-lead?
Encrypting the Web to Lead Data
Hello, Is there a simple way to encrypt the transfer of the Web Contact data as it is transferred over to Zoho.com? I've received some comments from contacts that this page is not secured / encrypted and their data could be compromised. I'm not that advanced of a developer. Would I need to obtain my own SSL Cert and get this installed. How does this work with the Zoho interface. Thanks, Daniel Daniel Stouffer
speeding up / optimizing task creation
To meet the GTD principle of emptying you mental RAM on the go, it is important to be be able to create tasks/activities very quickly, i/e in one/two clicks max. It would mean in ZohoCRM having available a "quick task create " function widely available on the site. What we are currently doing outside of Zoho CRM to manage the process of fast tasks data entry : In a nutshell, we use the tasks subject field to integrate key variables. Those variables are akin to tags or labels "on the fly" and to the
Web Leads
We now have leads from web site going directly to Zoho CRM. Unfortunately, I do not know a lead is there unless I access Zoho CRM, go to Setup, and click on “web Lead Approval” Is there any way I can be emailed with such leads? Thanks Mike Conyers Business Development Director Michael Conyers
Charset - can we use our Hungarian characters somehow?
Hi, I am very beginners with ZohoCRM, which seems to be a great product. But because we have to use our own Hungarian language to storing information of contacts etc. where very special characters used like ó,ü, etc. some language or charset setting is required to produce professional emails, quotes and more. If we use web leads then we can lost the right names, etc. Can I set somehow this feature please? Our web-pages contains like this produce readable contents: <meta http-equiv="Content-Type"
Import accounts
Sorry to be a complete newb: I have looked for an answer, honest. When I try and import accounts from Outlook 2003, which I have saved to a .csv file, I get a message "Please check whether the file is a proper .xls or .csv ...blah blah" It is a proper .csv, the date format is OK, the top row is names, it's under 5Mg etc. So tried again, saved as xls and tried to import: same message.
One solution link to multiple products
Hi, We are software developer company. The software will have version control. In Zoho CRM, we have to spread each version into independent product. In solution module, we can only link one solution to one product. It means we have to write several same solutions for each products with different version... Please consider it. TKS. George
Export All Data
As a backup we would like to export all the data in Zoho to a local folder, I see there is the option to do this section by section (in the setup Export All Data) but for ease is there a way to do it in bulk with just one button push. Gordon
Quptes
Hi, I'm trying your system. I generate a quote which including 2 product items. But the quotation show only first item and total amount is right...Don't know why... George 顧新貽
Delete duplicates in LEADS
When I try to delete duplicates in leads a message box apear where it asks 'Are you sure?' - I click ok... and nothing happens! How come and what do I do?
restore task list to custom home page
I was playing around with customizing my home page and I closed the task list because I could not get it to move to where I wanted it. It is not listed as a component you can add. Is there a way to restore the default components of the customize home page??? :(
Customers Number show on Quotation form
Hi, I can't find "Customer Number" field on Quotation template. How I can add this to the template?? George
Being a user on more than one account
I have my clients use Zoho CRM for their databases. I do a lot of work on their databases and need to have access to them using my e-mail address so that when they assign a task they can have an e-mail notification sent to me. I have found that I can only use my e-mail address on one account because it is used as the User ID. Any suggestions as to how I can get around that?Thank you in advance. Lindsey Kauffman
Note Pad
Is there any way to add a Note Pad inside the CRM like a seperate TAB? Horace White
Telephone number display
Hello, Individual Contact cards display telephone number (707) 931-2223 All other views (home, accounts, etc.) telephone number reads 7079312223 Should always read (707) 931-2223 regardless of view. Let me know is I am doing something wrong. Thank you. Scott scott
Invoices.Contact Name wrong
Hi, I edit the Invoices to add Invoices.Contack Name field. But this will show Invoices.Sales Order value... George
pdf file has incorrect words
Hi, I am using Chinese words in your system. Everything is fine but the only thing I found is if I make quatation, invoice...etc, all Chinese words will be incorrect in the pdf report. Could you solve this problem?
Question about Email
Is there a way to set up the system so that when i click on a leads email address from the CRM.ZOHO system that it could be sent from my email address jeff@clubtransit.com. My email address is used through the address "webmail.clubtransit.com" and was wondering if i could switch it so it doesn't go through Gmail but goes through my current system. Thus making me able to just click on a email address and it will automatically be sent from my current email system which is used on GoDaddy.com Thank
Customizing Quotes
Hi, I was wondering how to edit the Product Details section of the quote template. Our business needs to refer to a model and part number for each line item in order to quote, which I'd like to enter manually as a text area. I'm fine with leaving the Product Name as a general category, but I need to associate 2 open fields with each product line item. I was able to add a Model Number field and Part Number field in the Inventory Templates -> Quote Templates interface. However if I go back to the Quote
Include option to copy billing info to shipping
As opposed to copying and pasting all of the field data from one set to another please include an option to copy the billing and shipping or vice versa to populate the fields. thanks! Dennis dgd
create a shared template library for other ZohoCRM users
It would be very nice if there was a place where templates created by other ZohoCRM users could post/share/(maybe sell?) their templates for sharing with other entrepreneurs... I'll post a couple today myself! :)
Sending multiple autoreply emails based on Web-to-Contact
currently, it is only possible to send an one single autoreply to all web-to-contact generated contacts. A nice feature would be sending one of many created email templates based on information contained in the Web-to-Contact. This would enable sending autoreply emails in the a specific language. I think that enabling workflow alert to newly created leads/contacts would also serve to solve this pronlem? Thanks Smyth
Invoices - Formatting
Hi There, I noticed that you have fixed some of the formatting on the invoices. Where it says account name and invoice status the formatting is now aligned. However, there is still a similar error to the previous one in the Grand Total line. Also, the terms and conditions and other free text boxes ignore carriage returns which means we cannot enter more than one paragraph of text. Could you address at these formatting issues too please? Congratulations on a continuing fantastic service and product!
Upgrade to VTiger 5?
What are your plans? rdonnell
Automatically Retrieving Purchase Order Items from Sales
Hi Is it possible in a PURCHASE ORDER to automatically retrieve any PRODUCT ITEMS that are checked NEED TO ORDER in the SALES ORDER section. Example have a field in SALES ORDER that says need to Order Yes or No and the Qty to order. If the field is checked yes the Purchase Order looks for any items to be ordered which can be filtered by Supplier Example When doing a Purchasr order for Supplier A. It searches all the Sales orders which contain products from this Supplier and lists all the items to
Can't go "Back" to previous page
If I'm on my home page, and click on a link in one of the components (e.g., an event in My Events), I go into the detail for that item. If I click back, I briefly (<1 sec) see the home page again but then it is immediately overlayed with the "Loading..." message and I'm brought right back to my detail page. There's not way to just go to the previous page. I've noticed this behavior in other parts of the system as well.
sort in all set up Fields
EntityFieldCustomize.do?module=Products All of the setup Fields list need to have sorting at the top of the column. Please add this very useful feature as soon as possible. thank you! Dennis dgd
Data entry not saving
have you a server problem because when I enter data on potential fields it's not saving? crawfurd
�mporting tasks into ZogoCRM with CSV
Hello, For those people not using Outlook for task management or those using other task management tools ( it is a flourishing field these days ), it would be interesting for ZohoCRM to offer a CVS import tool akin to what is used for importation of leads, accounts etc.. Mapping the cvs file fields to fields used in ZohoCRM tasks does not appear too difficult to accomplish. Thanks for conisidering this capability. Task management is an essential tool in a well rounded CRM platform, on par with email
Calendar: on rollover show URL to event owner
In calendar view it really helps to know who has to do what without having to open the event. Please include the URL for the event owner. dgd
import chk list
Greetings, I need to import a number of chck list objects. Please give ability to upload a text file with each entry on its own line for importings. Prompt the user after upload that X Y Z will be ck lists, press yes to confirm. thanks Dennis dgd
sort columns: EntityFieldCustomize.do?module=Accounts
Greetings I need to sort columns on this page EntityFieldCustomize.do?module=Accounts Can you please provide this functionality as well as the ability to see the {field.value} for a mail merge? many thanks Dennis Dennis Daniels
available field list has no apparent order
Please provide for categories in available field list or at least Alpha the field list itself. thank you Dennis Dennis Daniels
TWD -> USD
Hi, We purchase products from US by US dollar but sell them to Taiwan by TWD. It seems that I can not use these 2 different currency together on ZohoCRM. Any suggestion? George
price books not loading
I've created three price books but when I try to load a price book while creating a quote none of my price books are showing up. http://crm.zoho.com/crm/FillEntityObject.do?fillUpModule=Accounts&operation=create# Please review my account. I have three price books none of which show up. TEST Rep Services Representation Services
Requested Feature: Mass Email after filtering= See it before
Request for Feature: Mass Email after filtering Zoho is a very interesting product and though I hate having to use Outlook and all of it's bugginess with the synch tool, and the possible rate increases that could come with a more expensive plugin in the future!, ( I'd prefer to use the Gmail API for stmp and pop... with the templating power of Zoho on top), I still need to be able to send mass emails to a group after I've filtered them and preview the emails before sending them out. Can I do this,
E-MAIL AUDIT TRAIL
It is difficult to track e-mail history. I send a e-mail in CRM but the response comes back into my e-mail client. I must physically copy and move the return e-mail responses from the CONTACT back into the CRM. How do I get around this? Edu_Dave
ADDRESS INFO MOVEMENT TO EACH LEVEL
I have real problem moving the CONTACT data from one form to another. As I move a LEAD to a PROSPECT to a CUSTOMER I have to recopy everything each time. Isn't there an easier way? Edu_Dave
TWD -> USD
Hi, We purchase products from US by US dollar but sell them to Taiwan by TWD. It seems that I can not use these 2 different currency together on ZohoCRM. Any suggestion? George
world clock:please review the UI
Please sort the world clock information or give a UI where we can click a map to choose the location and provide the time... the current list is barely acceptable in terms of usage and finding target time zone. dgd
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