Variable size product codes
I sell by the my product by the square foot. I would like to enter ______feet x ________feet and the program figures the total square area. For example the invoice would read... 2 each of 3 Widgets 54" x 92" $43.00 each $215.00 total Can or will Zoho be able to do this or how might I set up using your existing tools?
Import my clients - Limit
The limit, to import clients is listed as 1000, I think you changed it. I imported 1300. "Please ensure your file contains 1000 or less records."
Contacts - Import -"MR" Fixed
Thanks for the fix.
campaign data
Reports and dashboard are showing 'no data available' bbut there is!! Help! karenforchione
Importations and Linking
I would like to export my accounts out of the DB every month and then using an access database update some of the information such as account rep and sales data. When this is completed I woudl like to import the refreashed data and have all of the contact and other associated fields still link up. Can this be done. In my test when I delete the old account data and then do the import all of the contacts associated with the account are deleted. Thank you, Mark Shobe
UK Addresses
Would it be possible to redirect the location of the google map location finder from the 'built in' billing & shipping address to aother fields that I have added (UK style addressing) street, area, town, county, postcode etc I have imported 1000+ records to the new fields and find I cannot use the locator. :D
CRM email
Does Zoho CRM allow the creation and interfacing to web based email system? Will zoho CRM log and keep track of email communications? Marty Marshfield
Templates of Activity Sequences
I would like to be sure that we process each lead by following a preconfigured series of activities. For example, if we receive a lead from the web site, we could have: 1. Thank you email for web inquiry, followed by 2. Assign task to account rep and send email to lead that rep John Smith has been assigned, followed by 3. Intro email two days later from John Smith, followed by 4. Call to schedule demo, followed by 5. Automated meeting notice in three days, and if lead is unavailable, send email offering
Edit Page Layout
I can't move items from the available field list to the Potential Information listing. Specifically, I am trying to put the Type field back into my Potential Information listing. I can select and drag but it will not drop into the listing. William Daniels
Currency fields
Not sure if this issue has been addressed. I did not find the answer in a forum search. I am working in the Potentials tab and have set up several currency fields. These fields contain multi-million dollar entries. When I edit the the entire potential (i.e. to change the stage), the currency field will show an abbreviated number (e.g. the field will show up as 2.0E7 instead of $20,000,000). When I attempt to save my stage changes, I receive an error that 2.0E7 is not a valid entry. Is there a way
Danish characteres in web form mails
Hi I am testing and trying Zoho CRM. I found problems when customers are inserting Danish caracteres in a text area field in a web form created by Zoho CRM. The characteres are shown as ? signs - question marks. Bjarne Ravn
Importation of Tasks and events
Hello, I'm facing a problem during a migration to import tasks and events from another CRM system (Sugar CRM). In the import field matching page, I have two fields WhoId and WhatId to, apparently, connect the imported task with the related contact and / or account. If I match the WhatId field with the contact or account id of my previously imported contacts and accounts, it seems to work, but the result is somewhat odd : If I check a contact, I can see the related tasks, and click on them. But once
E-mail and templates
Hi I´m more and more exited about Zoho CRM. Could you tell me, if I can automaticly add a signature in e-mails sent from the Leads or Contacts. I would also like to have a template on this place, where I can place my signature and a greeting etc. - just like you can do in the mass mail system. Can I pay you for having possibility to send more than 250 mass mails? We have about 600 contacts. Bjarne Ravn
Migrate events
I manage to import from .xls files my accounts and contacts. I am triing to import my events threw the migration tab with a xls file I have an error saying that only csv files are permitted, there is an import problem with xls files, please help me thibaut
Hello, MR Betty Lou
Not to harp, this is a great service. I have posted this before. I will give up "salutation options" just get rid of every "MR" added to each contact I import. I have tried -not importing "Title" -importing "title" -setting up a new account -importing only "name" -deleting title from import xls I thought the update would fix or disable this ? [/img]
Scheduling an Event
Something that would be extremely helpful for my employees would be the ability to be able to set the End Time of an Event, not by configuring date and time but by simply having the ability to specify a certain amount of time; ie, X number of minutes, hours or days. This would be much simpler than the current format. Thanks
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
Languages...
Could it be possible an spanish version??? victor-manuel.mendena
Adding new field not working
Trying to add a new field under leads and its telling me page not found http://crm.zoho.com/crm/StartCustomFieldCreation.do peter
Document Mailmerge
Hi When will we be able to mailmerge from accounts to word documents ? i.e. If we want to use our own Quote/Purchase Order/Invoice templates ? Thanks Simon Simon Earl
Question about chronological order of Notes
Is there a way to change the chronological order of notes so that they will remain in that order? I would like for notes to appear with the newest at top. The order can be changed, but reverts back after closing the lead. Thanks in advance, Ron
Lead Ownership
Hello, I noticed a flaw in the way Lead Ownership is displayed. When there are two identical last names, all leads show under the last name. For example: 1200 total leads. Sean Dillon - 1000 leads Maria Dillon - 150 leads Daniel Kostka -50 leads Shows like this: Dillon 1150 leads Kostka 50 leads Sean 1Dillon
World clock
your world clock is not correct it is an hour behind. I think it is not taking in account daylight savings time. so my calendar is off by an hour. jessica.treadwell
Email Quotes
How can I email a quote? As a PDF or HTML file? At the moment, it only allows me to print the quotation. Cheers, DC Video Conferencing Service
Back Button
I have been using Zoho for a few months now, and noticed a limitation that might be fixable. Is there a way to add a "Back" Button to the Detail pages? For example, when I'm pulling up a list of my overdue and current tasks, I sort the results by date. However, when I go into the lead detail, I have to start all over by going to the home page and performing the sort again. If there was a simple "back" button that would go back to the previous page and keep the details of the sort, that would be immensely
Changing Layout Of Quote
I hate the way when I print quote's they don't have my company info on them. Is their a way to change the outline of the quote and add to it. -phil Everson, Philip
Custom Text Area Field under Invoice Settings
I've created a custom field ( text area) under the invoice settings. When I go to input default text, under "fields List", within my new custom text area field...it will only allow me to enter one line of text. Please confirm, a text area refers to more then one line?? It seems like this is possible, as there is a default field "terms and conditions", under the the "fields list", which works the way a text area field should work. Please confirm what I must be doing wrong? Thanks, david.corcoran@batipi.com
quotes - customize and email
When will one be able to email a quote from within Zoho? Also, when will better customization be available? - Thanks
Damn, damn, damn awful log in procedure!!
I tried to post this in the CRM forum and Zott's log in problems. But I tried 3 times and it never appeared. So, I have decided to try again only as a new topic. The log in process has rejected me at least 3-4 times, since I successfully registered. Each time, I have had to cancel and try again, with the originally accepted password, and then another when the first password wasn't accepted. Now, it is that the second computer-generated password utilised has enabled me to post at this very moment.
email templates
I really like your crm solution only the email templates are missing the following options: adding of background images, tables and regular images. Perhaps an idea to make this available in the paid version ? The images must mailed as attachment because some mailclients don't accept online images. Rgds, Martin martin
logo
is their a way to change teh zohoCRM logo to my business logo? philip
problem
how do I search for an address in the fields of accounts - it only searches for name? Mark Hudson
e-mail / e-mail shot / mass e-mailing
Can someone tell me when this function will be reinstated? Or has it already been re-instated? If not, I would like a definite date if possible. This is one of the functions that will be called upon in my not too distant future work for the non-profit clubs I am connected with. Also, have I noticed incorrectly that you do not have the function which allows for the sending of html newsletters?
Maximum no. applications at one time?
Since late last year, it has been possible to have the one ID & password for all the applications. What I would like to know is does this also extend to having open and using at the same time 3 applications eg. CRM + Projects + Sheet?
Listing
Why can't the list in the any view be scrolled instead of page by page. Plus the search only looks for names of accounts, why address or any other field. Sometimes I need to find a customers record and know the street or area, surely this is a fundamental requirement for a database. ps not meant to criticise just asking for a fully usable database that covers the needs of a small to medium business. Thank you Mark Hudson
mailing and billing
I was wondering how to rename the standard fields in the sections. UK terminology is slightly different and so I created new fields to substitue things lige zip code - postcode and area, town, county etc. now I cannot use 'locate' google map because they are linked internally, and I cant find it! help.... good program I love it. I have sent other questions in the forum, please answer them when you can.
email
Hi CRM I have sent an email form the web based version to one of my leads to track all info sent through CRM, then I checked the leads record to view the sent email. When it open to show me the email the width of the frame that displays the email is 3 times longer than the width of the screen and wrap around text is not set on (my screen is set at 1280x1024) res, plus I cannot resize the child email window/frame in CRM to fit in the screen area. Can you help.
searching
Hello, I want to ask you if you could amend the global search to any record any field any area Mark Hudson
Back to lead/Account/Contact/Potential View
When working with a list of leads or contact in a particular view, the list is lost when you open a record. When in that record, it would be nice to have a "back to lead list", "back to contact list" option. Although ZOHO is better than SalesForce.com in many ways. This was a nice feature in SFDC.
performance
Last fall I was looking at this and at the time there were a number of posts indicating there were speed/performance problems that made the system difficult to use. I don't see any recently. Have they been fixed? If there are other users viewing this can you just comment if you have been happy w/ performance? Thanks
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