re: Apple iMac
Dear Sir/Madam I wish to enquire whether the zoho Crm has any sort of link with the Apple mail programs (mail or entourage) plug-in. I would be grateful to know. Thank you Kind Regards G.Rossi Giuseppe Rossi
Technical Support
Why can't there be an actual calender view? I want to click on Events or the activities Tab and see a calender grid layout Dr. Lázaro Cárdenas Camarena
SO deleted
Hello, I am the administrator of this account, I am the only one with provileges to delete orders, last saturday between 12 pm and 1 pm GMT+5 an order was deleted, i know we dont have it because we have a field with auto number and an specific number cannot be found. Any chance to know what time exactlty was deleted and to retriwve it? Jorge Hernandez
Currency fields with more than 2 decimal digits
I tried to create currency field with 4 decimal digits because I usually quote items that have very low price per unit and unfortunately this is not allowed by Zoho CRM today. This feature would be a very useful for those persons that need to quote items very with low unit price (like USD 0.0034 for example) and are sold in large quantities, like 100,000 pcs. Once they are quoted, the extended price (unit price x qty) it will be ok just 2 digits. Please let me know if you are planning to introduce
Euro sign + date
I am based in Europe and I was wondering how or if I could have the European date and Euro sign? Thanks rdammerman
Suggestion
It would be very usefull to be able to fax/email from the crm. Along with a fax cover page templet. Thanks jefjjh
Quotes format
The quote has an adjustments line item above the total line, which I would like to remove. How do I remoeve it? rjohnson
How can I...
...email a solution to a customer from the case screen? Tom Blossom
Invoice # assignment
Can I set my own serial invoice # or do I have to use the one you assign? rjohnson
Add Email Signature
Where in the set-up section, can you add an email signature to be included with any emails sent from contacts or leads? Also, under "set-up"-"account information", there is a field for "company", however, when you click on edit, there is no field to add the company name. Cheers, DC Video Conference Services
How do I Import Activities
We're evaluating converting our current CRM (SalesForce,excel,whiteboard,sticky-notes) to Zoho, but I haven't found a way to import the activities... Just getting started here, but everything else imported fine. Thanks for the help! :D
search
i am trying to insert information in the contacts application that can be searchable - so far without success. any suggestions?? michael
Truly spectacular ease of use powerful CRM
I have assessed more than 10 differnet CRM systems. Zoho CRM exceeds the functionailty by far of all those i assessed. Well done. Keep up the good work. rdammerman
Editing Contacts in Sheet View
Editing Contacts in the Sheet View duplicates all records in the list. Big problem as this means Sheet view is effectively useless Toby Blackburn
Use of Apostrophe in Tab Name
I have modified a tab name to include an apostrophe. Now I am unable to change it to anything else, as clicking Edit does not bring up the dialog box to make the change. ServiceDesk had a similar problem with it's code which has now been solved Toby Blackburn
SO number
Could please tell me if it is possible to reset the Sales Order Number and also if can be consecutive, it jumps randomly Jorge Hernandez
Web to Lead and javascript validation
I am using Web to lead to add leads directly to ZOHO CRM. I need to add javascript validation in Web to lead form to ensure that some of the fields are not empty. But ZOHO CRM uses field names with blank spaces like First Name, Last Name. And javascript will not accept names with empty spaces. What do I do?
is the 250M space for one person or for full organization?
dear sir, 1, If I am a subscription user, can I enjoy the default 250M space for myself, or have to share it with others in our organization? 2, Is the additional paid space a shared one also? 3, when i prepare to send an email to one of my contact, how could i link his email address with the email writing templete to avoid retyping address? thank you. Wang Jian
can't find the page (create event)
when I create event in account/products/potentials, the page will show like this: ************ Product Details Product Information Product Owner: Product Name: Product Code: Vendor Name: Product Active: Manufacturer: Product Category: Sales Start Date: Sales End Date: Support Start Date: Support Expiry Date: Created By: Modified By: Price Information Unit Price: Commission Rate: Tax: Stock Information Usage Unit: Qty/Unit: Qty in Stock: Reorder Level : Handler: Qty in Demand : Description Information
Firefox vs IE
Hi, I have embedded my form to my website, however, under IE it shows the login and password screen, while Firefox shows the form as it should be. How do I make IE show the form without the login?
instant messaging and reporting
Can I know if there is any planc to include an instant messenger inside the CRM for the users? Also Can I make custom reports per SO that can tell me for example who has owned an Sales order? Jorge Hernandez
Associated Cases by Account
I really need the ability to open up the Account and see all the cases that are from the accouunt.
Error
hi, i m in a very strange situation, i've downloaded the exe for ZOHO crm and install it on server. it works great for one user but unfortunately when i create another user it gives an error "you cannot register again" plz help.........
Quotes
can i change Quotes format ? we don't need the dub sum lies with the tax and discount lines that is my second time to apply for that matter - please response yacov_ygl
Quotes
can i change Quotes format ? we don't need the dub sum lies with the tax and discount lines yacov_ygl
Update
Is there any way to update multiple records at the same time? Ex. I have leads and would like to update one field in each lead, but it is not the same information for each lead. Can I relate the field to information in the existing lead? Maybe by Lead Name? Please advise.
Mass Edit Function
Dear Zoho Staff First of all congratulations on this splendid piece of programming. I have quite some experience with programming and achieving such levels of customization requires some real skill. Several points, which really need to be fixed though. - mass edit function for leads. right now i can not select multiple leads and change them all at the same time. only the status can be mass changed. with the use of zohosheet i can sort of work around this sometimes, but not always. - language problems
Sort by last name
I created a custom view of lastname, phone and date of lead. Phone and lastname will sort, lastname will not. I have previously posted this, along with suggestions. Thomas Reddy
E-mail as e-mail
Dear LS, will it be possible in the new version to add e-mail from Outlook as e-mail (and as cases if needed). I have asked this >1 year ago :-) and would be nice to have it now in the new update. Regards Hans Hans Kok
multiple email adresses
why cant i add multiple email addresses to a lead? thierryschellenbach
Workflow Tasks
I created several Workflow Tasks which are created when a sales order is created. The tasks get created and the sales order subject is linked, but the contact is not. When I open a Task (after it is created), it does not show the contact it is linked to. Please advise. Thank you in advance.
VAT
Well done for your VAT in the invoices (a new feature which wasn't there before) The VAT is correctly calculated, but when you print the invoice it is rounded down. Can you look into this. Thanks. I am also looking forward to adaptable templates for the invoices. Regards, Ian. Ian Wilders
discount
How does one delete the "discount" item on invoices? Wayne Atwood
navigating Zoho
Dear Zoho, I've recently started using Zoho and have uploaded around 2000 contacts (so far) from Outlook. The system is generally excellent but i've a few simple useability gripes. I'm presently going through all my contacts to edit/check the data. I'm finding this process particularly long winded as the 'back' button within Zoho does not take me back the the page of contacts i was working on. Consequently I have to search back though my contacts to ascertain where i'm up to. Is there a simple fix
Email templates
When using Merge fields containing spaces (ex. ${PurchaseOrders.Vendor Name}), the field in the email is not processed and remains blank. If I use Merge fileds without spaces (${PurchaseOrders.Status}), it works well. Can this be solved, or is there a work around? thanks
Palm sync, Multi platform
We are looking for just this system. There is thow a very important function I couldn�t find in your discription. SYNC with your PDA ... Palm or Pocket. As in more smaller companies all people are great part of the time on the road. They need at least there contacts data and calendar with them. In the office we us mixed OS: Mac, Linux and Windows. I didn�t read anything about multi-PDA multi-platform Syncing. Are you gonna provide in this .....
Spanish Language in Zoho CRM
Is there any plan soon to have the option of spanish, so far, italian, vietnamese, french, german, but not spanish... Jorge Hernandez
Moficiations unavailable
I read in the forum a post from a year ago, about modifications to Previews in invoices, SO, PO, etc. and they are not available, is there anyhting being done about it? Also the languages available not include main european languages such as french or spanish? is it in the plans the inclusion of these languages? Finally the number of error is been increasing in the last week, any reason for that? Jorge Hernandez
New quotation format
Dear Friends, You have changed the quotation format, now we have for each one product some more lines ( TAX,DISCOUNT, Adjustment, Grand Total. Now the price offers seems too complicated to our clients. Can we go back to previous version or cancel these additional lines? Yacov yacov_ygl
Greater flexibility for GUI
Whilst it is nice that we can change the colour (with the skins) and overall the GUI is simple and clean, I feel it does not allow the best use of screen real estate. I understand there is the issue of managing different screen resolutions, but there should be the flexibility to increase the amount of information visible on the screen, by: - decreasing space between fields - changing fonts - allow three (or more) columns - etc Thoughts and suggestions? Thanks nainishb
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