Password for additional user - FREE version
I have created 2 users, but password could not be keyin the password.. heng
Outlook 2007
When will the outlook plugin be compatable with outlook 2007? Joe Overlock
problems with saving leads, contacts, tasks etc
There seems to be a problem with ZOHO CRM this afternoon. I can not save any leads, task, contacts etc. Can you adise when this will be resolved. Adam Adam Jackson
email templates
Hello, I am having trouble using an email template I set up from the Contacts area. Can you help me understand why? I want to mass mail my contacts, but it's not letting me choose a template. I'm testing this out for my company, as we're trying to decide on a CRM system. Thank you. Nicolas nboillot
Print preview--quote
How can I save in a format so that I may send by email for a client to review and accept? My options are web page and text and that looks bad. Steve Steve Lurie
RE: Sending a quote by email
Hi Support , Is there currently a feature which allows you to send a quote once generated within the quote section. Please advise Many thanks Mark Slemon mslemon
call log- spreadsheet
when prospecting, it becomes a production evironment of sales. quick call logs are required to make an efficient log entry activity against that client record or lead. John
Reports definiation
What is the best way have a report for open tasks, which contains also Account and Content column ? yacov_ygl
Attachements
If I dowload a zoho file and after that try to attach it to an account a message appears: Sory, error in url direction. I have worked it with xp and linux operative systems with the same results. Besides that, the posibilty to open a file with zoho is only in xp operative system and it is not in linux. Why? Thanks dagconsultores
events
events should have type of event; call, appt etc. John
Export or XML API
Can someone let me know if the following is possible 1) Can Zoho export contract, opportunites to .csv 2) API: does anyone know if Zoho can be integrated into other ERP systems 3) XML: is the data export possible to XML Rgds Mark Leon
quotes- there should be templates to choose from
layouts, colors, or customized design John
cases- integration with support forum applications?
is cases to sync up with any forum tools for client input? John
Bug in Selecting Records for Mass Emails
When creating mass emails, in the Select Record Tab, the search function is not retrieving records. This function has worked in the past, but today is inoperable.
Lead Reports
I just imported over 5000 records into ZOHO, yet when I run a report it returns only 2000. Is there a size limit for records that can be imported?
Report Scheduler Not Working
We are trying to set up the report scheduler but it doesn't appear to work. Is anyone facing a similar issue with this feature?
Outlook Functionality
Love the program but would like to see how well it works with Outlook. Could you please turn that feature on for me to evaluate? Thank you Kevin Schneider
Mass Change of Field
Is there any way to mass change a data field. For example: I created a custom field called 2007/2008 Account Manager. One of the pick list options is Babette Simanson who is no longer with the company. I want to replace her name with Karie Gritters. What is the most efficient way to do this? Thanks, Al Al Alvares
Cannot Apply Templates to E mails
When I try to send a new e mail I dont see my created templates. Can anyone help?
Zoho CRM Outage
Zoho CRM had a brief outage this afternoon. We sincerely apologize to everyone and are looking in to the exact cause. We will keep you posted. Thanks for your patience. Zoho Team
home page in "home page"
clicking on contacts, after uploading our list, in the main view of the workbench another home page appears. we can provide the screeshot of the error. thanx.... luca.rodolfi
Incorporate Flexibility to Incorporate Outcomes other than $
I do online marketing for a variety of clients. It would be amazing if Zoho CRM offered the flexibility to track 'other types' of outcomes aside from $$ sales. Things like "review secured", etc. These things do have rough dollar values in exposure but that's not what I track specifically. Thoughts?
Rating Contacts
What if I were able to rate Contacts using stars... similar to how people rate music... and this rating system could be used to sort contacts. Personally I would love this so I could sort people based on how strong my relationship is with them... or how important they are to my business. I guess I could do this by creating new field and creating a multiple choice box... but stars would be so much easier. melvin@volcanicmarketing.
Can't see my potentialities
Hi all, Good job for your project. (However) I have some troubles with the Potentialities function : all is ok when I create a potentiality, but when I want to see the result from the "potentiality" tab / click on potentiality name : all detail fields that I entered are...empty ! The only way to see my potentiality detail is to click on the "print view" link. I use foreign characters cause I'm from France (so sorry for my english) and I use IE7. Second point : do you manage to propose french translation
Time should not be in 2400 time
Time selection should not force me to list the time in 2400 time... i should be able to say 3:00pm instead of 15:00 melvin@volcanicmarketing.
Just a comment
After hours and hours of researching to find a CRM solution fo a sole proprietorship, I came across your web-based tool. I am not only extremely impressed with its ease of use and excellent user interface, but am floored that it is free to me as a small busineness. I've found that there are not many solutions for sole proprietorships or small businesses for CRM withouth investing your life savings. Thank you for offering such a simple, yet powerful tool to sole proprietors such as myself. Regards
Web to Lead and Campaign Source
Is it possible to do a web to lead and keep the campaign source? This would be very helpful for different online campaigns.
AJAX Overuse
I don't like the fact that when I do a shift + click on a link, it still opens the link in the current window. This is extremely frustrating. If I have constructed a list I wanted to work, if i click a link, I'm screwed. I will have to go and set up the list. PLEASE remove that AJAX functionality. Just make the links regular links. PLEASE PLEASE PLEASE. It is extremely frustrating. melvin@volcanicmarketing.
Slow + Forum Responses
Thanks for your service, I have used it for 3 months. My 6MB internet connection is 20-30 seconds per click. The forum seems like an afterthought, responses are not timely and spotty. I have posted on listing contacts and leads by last name. I have posted on a disappearing "locate map" button. Consequently, I have entered the country and state (US) for every lead - its always the same. We currently have 100+ leads and no "Map button". Worked on Monday, not on Tuesday. When somebody asks for a client
Zoho CRM
Wonderful Experience & User friendly application. It's worth to use and do the full dedication towards our business. I will definately like to recomend & market this product. Yashwant kyashwant
Contact Sort Order
I cant find a way to sort Last_Name, First_Name. The sorting by First name is of no use to me and an unwelcome distraction. jjhitt
2,000 records
Can you give me a timetable for how long it will be before the export files can do more than 2,000 records? Also the site seem very slow at the moment, is this because of the size fo our database (>3,500)? Julian Power
Remove Zoho Suite Link
In Zoho CRM on demand is there a way to remove the Zoho Suite link at the top of the page? Can it be done for just certain users? We also have the same question about the Help link at the top of the page. Please advise. Thanks.
map custom field to existing field
My leads contain the person's birthdate. So if I create a custom field in the lead module called Birth Date, how can I map this to be entered in the Contact Birth Date field when the lead is converted? Please advise.
Using IIS to connect to CRM from outside Network, issues
Hello, I have a small computer running Zoho CRM for my company. The pc is running XP Pro, with IIS with a static IP. By default its running localhost:8080. I can connect to it locally within the network, ex. 192.168.1.8:8080 and it connects just fine. When I try to access it outside of the network, it will not load. I have the local path set in IIS to C:\AdventNet\ZohoCRM\webapps\crm\html The default document is set to welcome.html Then i have port 801 opened on my router and windows firewall. So
System performance in Leads
Hi I successfully imported over 150 leads in to the system without any problem. However, when I try to manipulate the list any way (delete records, navigate back and forth, sort etc., the machine CPU usage goes to 100% and everything sort of hangs. After waiting for about 1-2 minutes everything gets back to normal until the next command. Not sure what is causing it - may be refresh of the charts in the bottom of the screen, or any other background process. Environment: Machine: Compaq Presario OS:
database
hi, we are using your system. I want to know how we can secure the data?? Kenneth kenneth
Payments on Invoices
Is there a way to apply payments to invoices or at least mark them as PAID? I'm new to CRM so forgive me if this is out of the scope of CRM. Rich Calligan
Positive Numbering System
How can we get our own set of service numbers generated, that are only used in our subscription. We are unable to keep a positive numeric numbering system for accounting. Crystal
Zoho CRM Outlook Edition demo
Hi , is there any way to get a demo or trial version for Zoho CRM Outlook Edition regards
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