Screencast: Coolness in a World Clock
ZohoCRM: Cool Built in World Clock It's a nice bit of coolness in the ZohoCRM... among others... I'd just never really looked at it... http://www.screencast-o-matic.com/watch/cijVh6UN dgd
ZohoCRM: Not Using it's own "Solutions"?
ZohoCRM: Not Using it's own "Solutions"? Trying to find use case scenarios for Solutions and then realized that ZohoCRM is probably not using it's own Solution tool. http://www.screencast-o-matic.com/watch/cijVhfUL dgd
Screencast: Request: Enable Skype Uniformaly Across UI
goal: Make it easier to use Skype in ZohoCRM -strip phone numbers of extra spaces and plusses (prompt user if this is okay for them) http://www.screencast-o-matic.com/watch/cijVfdUM dgd
Screencast: Email Templates Should Load Sample Data in Previ
http://www.screencast-o-matic.com/watch/cijVneUK Before sending any email, especially a mass email, it is very important to be able to verify the field data is correct and that the grammar etc matches the field. Please load sample data for the fields so that users can 'walk through' the emails to do a cursory check on data fields with loaded data in the email. thank you Dennis dgd
Screencast: Editing fields and putting help next to items
Navigating the interface to find where to edit them. There should be help buttons next to each item (plus a screencast?!) describing efficient use. http://www.screencast-o-matic.com/watch/cijVc4UH dgd
Screencast: Maps in Contacts UI Problems
http://www.screencast-o-matic.com/watch/cijVc6UE -Map links are not clickable -map links mangle the UI Maps are very important for our organization and we need the UI to be more intuitive... My other zoho screencasts are here: http://www.screencast-o-matic.com/channels/ciiwnKhP All the best to the Zoho devs! They are doing great work! dgd
Leads - Can't mass update 'Campaign Source' field
New to Zoho but it appears you can't update the 'Campaign Source' field in a mass update or import. Is a real problem when importing a lot of rows. Bug or user stupidity? bill.lunney
Posting to forum is very spotty
Don't believe me? Watch this: http://www.screencast-o-matic.com/watch/ciiw6QUB you can view 'em all here: http://www.screencast-o-matic.com/channels/ciiwnKhP
Web to lead screencast and bug report
I don't know how the web to lead is supposed to work as I can't find much documentation or screencasts for web-to-lead. Please review the screencast below and let me know if I've overlooked something. many thanks, Dennis http://www.screencast-o-matic.com/watch/ciiwiQU4 dgd
Password
Hi Support, I never got the password for the log in. Could you please re-send me one ASAP. Thank you very much. Best regards, Lana
Campaigns
Hi, Your product is very promising. The only thing I wish was possible was that in other views, like Home, Activity, Pipeline, etc...is that one of the view columns was for CAMPAIGN. It is very important for me to associate tasks and updates to each campaign. Thank you, Bruce bdub.la
Web-to-Lead Different Forms
When using web-to-lead, is it possible to setup different lead intake forms for different purposes - as long as one uses the form generator? So, for instance, one form might use six of the available fields, and another form might use 8 of the fields. I understand all the fields (including custom) must be setup and then one uses the online tool to create the form. Thanks for your help.
form authentication
Hi Peter Is there any way to force entry on certain fields in the 'webform to leads' and can you introduce a 'turing test' for the forms to stop abuse and illegal automatic entry markhudson
Screencast: Help Needs Help
The help docs are very thin and they could really use the feedback link like the one used to post to this forum... create a forum for help and then fix the pages that people have confusion or questions about... more screencasts are also a good idea... :) http://www.screencast-o-matic.com/watch/ciiw1fUx dgd
Sceencast: CSS changes in Zoho
Very nice! http://www.screencast-o-matic.com/watch/ciiwhuUv Changing CSS is a nice touch. dgd
Creating Custom fields for import: screencast
It took me some time to figure it out but you can create custom fields to match your data for importing... the help docs are quiet on this matter... Here's a screencast of my learning. http://www.screencast-o-matic.com/watch/ciiwfBUO All the best. Dennis dgd
importing price books
I am looking for a method to import a price book with contents. Your present import routine will only let me inport multiple empty price books. Seeing that it only takes 3 fields to create an empty price book, this is not a very useful tool. What would be useful would be a tool to import prices into an existing book. I have a number of books with over 200 prices in each. It takes an awful lot of typing and saving to update them. I realize there would be considerable error-checking necessary to ensure
accounts
Hello CRM here are a few points of note Why can't the three main groups of 'people' Leads, Accounts and Contacts be interchangable, be similar in layout so that they can be easily be designated under anothers group. A lead can become - A contact and then an account (customer) but the information does not flow accross. I hope i'm making sense. I find it odd that a lead has to have a compulsary 'company' field. My leads are basic individuals not business's. I appreciate that 'leads' - lead to business,
Zoho CRM Side Panel Collapsible
It would be great if Zoho CRM could allow the side panel to be collapsible as many times we need full screen to have information available at the screen. Today you can reduce its width manually but reducing it at once would be much greater. Could you please inform if this feature is going to be able in the next update? Cafranky
Account Name
When I create a new sales order when in an account it fills in the address fields but not the Account Name. I have to enter the account name again to get it to show up in the fields. It used to fill automatically when I created a new sales order. It also used to populate the telephone and fax field in the sales order as well, why is it not doing this now? The print template is set up to show these fields too. James textileinnovations
Zoho CRM in Vietnamese Language
As a partner of Zoho CRM in Vietnam, I am very happy to inform you all that the On Demand of Zoho CRM now is NOT ONLY in English but also in German and Vietnamese. To use this feature, kindly access the following page to change the Language to Vietnamese. First go to Setup Section, then go to Personal Settings --> Account Information -->Edit User Details page. In User Details page, select "Language" and "Country Locale" as "Vietnamese" and "Vietnam" respectively. You need to log-out and log-on again
Support Mail Configuration
How is Support Mail Configuration used? Where do you find the emails to the {user}@support.zohocrm.com email address? Pete DePalma
July release
Is there any information available on the features to be included in the July Release.
Invoice
It would be excellent to be able to put the Description or edit the final appeareance of the invoice before it is printed or exported. comp974
NOT AUTOFILLING FIELDS
I dont wknow why it stopped autofilling fields when you select an account for example, it is not doing it anymore since an hour ago, thabks for now being able to edit the print view, unfortunately the logo isnt updating, also the time in the print view is 5 hours ahead from the one in the orders created, can that be resolved? Jorge Hernandez
Wrong time for Toronto
When I display the toronto time zone on the left hand clock it shows me 4:00PM when in fact its 5:00 PM here in Toronto. This is in the CRM product. mduarte
Use of Zoho CRM for B2C
Is there some way to modify so COMPANY info is not required? Rich Puz Richard Puz
Clarifications
I just signed up for your CRM. Looks pretty cool AND fast AND powerful. I'm excited. Please clarify... >Is there a time limit on the free trial? >Are there any other limitations to the free trial? >If I wish to upgrade to a paying customer, can I do so as 1 user? >I keep getting the the security information warning in Internet Explorer - how do I turn that off? It says "This page contains both secure and non secure items. Do you want to display the non secure items?" Thanks, George
Installer Tools used to create ZohoCRM installer
Hi, I am wondering which installer tools was used to create the ZohoCRM package. I have installed the ZohoCRM which impressed me as it uses the Tomcat and PostgreSQL, of course, the ajax technology the team use to build the CRM application. I am also developer using tomcat and postgresql for my web application so I would like find out how to package my web application like ZohoCRM installer. I am thinking maybe someone in this forum can help me or point me some reference url on internet to figure
Web to Lead Form - Lead Source issues
Hi There I am trying to create a web 2 lead form. I want the form to create a default lead source status. Is this possible? Thanks Steve Robson
Tasks Problems over and over and ... over again
Hello everybody, I have problems importating my tasks, it just don't work the way it should : i'm still not able to obtain a good way to migrate tasks and events from another crm, I guessed, that for you, during the matching of fields what_id = parent_id = accounts id or = NULL if there is no account linked (directly) to the task and a contact linked to the task who_id = contact_id or = account_id if there is no contact linked to this task The issue is that i'm still getting an error, the tasks appear,
New Version
Thanks for updating the system some of the key changes mentioned in the blog will be useful and helps us to integrate Zoho further into our business. However it also says you would post the entire list of what has been updated but I cannot see this. In terms of the future, we run a service based company so need the invoices to allow more than one line of the same product but to include a description on the invoice to show what the differing lines mean. i.e. 2 lines of Telephone phone Support but
Page Layou - Field Column
I notice some predefined fields go the width of two columns. How can I make the fields that I list span both columns. Thanks Rob
New Sales Order Update
On the latest Sales Order update you have left off the Purchase Order Number. Now we can not see the PO on the printed orders. James textileinnovations
Integration between Zoho CRM & Projects & Chat, etc
Hi, Great apps on their own ... any plans to integrate them - ie if you create timelines in Projects they can be connected to the CRM or conversations in Chat get saved into CRM? Thanks nainish
Autonumber trouble
I've need to use an autonumber so that each of my database entries is individual. I've looked at the ID Zoho uses and it's too big a number for me to use, cos I need to create labels etc using the autonumbers. Is there a code or tool to set up a new autonumber function or something?
Web Lead Approval - Add Option for a Dashboard
Please Add the "Web Lead Approval" info to the Dashboard Reports as an option. You want to have that on the home page of a Marketing Manager or Coordinator every morning and afternoon. Thanks, Barry Barry Ross
Importation and Links
I would like to export my account data at the end of every month and then reimport it after doing some updating of the data through an access data base. (Sales data) I would like to then import it back and have all of the same lines such as contacts etc. In my test when I export and delete the old account information the contacts associated with it are also deleted. Is there a way to do what I am looking for? Mark Shobe
Web to lead not working
Hello Zoho, I have created a web to lead form and put the generated html into my webpage. I am able to complete the form and this goes to the correct post url but the leads are not being added into zoho crm. Please help Toby Subhub.com <META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <br> <form action='http://crm.zoho.com/crm/WebToLead' method='POST'> <input type='hidden' name='orgId' value='20919000000024003'/> <input type='hidden' name='xnQsjsdp' value=XXXXXXXXXXXXXXXXXX/>
Discount on Quotes Not showing
After the new release discounts on the quote which showing perfectly well do not show on the print preview. It creates a strange situation where the quote gives list prices but the total includes discount without them being shown anywhere. Can I customise the quote to show a column with discount amount? Urgent answer would be appreciated.
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