Sorry, the page you have requested was not found.
I have created a user with admin privileges but I cannot create anything. The message is " Sorry, the page you have requested was not found." I tries to create a lead or a contact but in vain. I would appreciate if you can help me. Thank you. Evangelos Antoniadis
listing Company name and Lead name on Tasks
I have been trying for the last 1/2 hour to figure out how to display the Lead name and their company on the task display with no success. How can I do this? It seems important to me to be able to scan through tasks and see this information along with what I am scheduled to do. Ken Walker ken.insideout
ZohoPlanner integration
Hello, may I integrate the ZohoCRM tasks in the ZohoPlanner? Thank you! giordano
Data fields are missing in "Edit Potential Information&
Help! Desperate need of your support since I'm running a follow up to a campaign. Can't update stages in Edit Potential Information view. Data fields are missing and existing potential information is gone. When I try to use any of the limited number of data fields, I'm directed to "Page doesn't exist anymore" What to do???
Technical bug still not fixed.
You cannot change a user name and email address for a paid user of the Zoho CRM. Please respond.
View Criteria
I have a view where I would like to specify two criteria for Lead Status. The first is one of the valid entries from my selection list. The second criteria is where Lead Status is blank. I have tried "Or Lead Status None" and "Or Lead Status IS (blanks in value field)" but neither will work. Is there a Reserved Word I can use to test for Blanks or Nulls?
Error in Potentials Settings
Hi, I edited the section "Edit Page Layout" in the "Potentials Settings" typing "Opportunità" as name of the first section (the one that's originally named as "Potential Information"). Now, the Potentials Section doesn't work very well... I think the "à" character isn't good for the section's names, but I can't edit it anymore: if I click edit I can change the name, but when I click "Save" I see an error that says "Page not found". The "Edit Page Layout" in the other sections works well. Thank you,
Email Templates UNSelectable
When attempring to use "Mass Email" under Contacts the folders for email templates show up in the dropdown box but cannot be selected. Please advise. Pete DePalma
Account Name not available in Case Form
Since most case's are related to an Account. How come the Account name is not listed on the Case Form. How can I map the Account Name to the Case Form?
MY DATA FIELDS ARE BLANK!
WHAT HAS HAPPENED? MY DATA FIELDS ARE BLANK! THERE IS NOTHING BEHIND THE RECORDS 6- THEYVE JUST DISAPPEARED! ukgleamteam
Syncing with Outlook
It is my understanding that there is a tool to sync ZohoCRM with MS Outlook. But I can't find the sync tool anyplace. When I go to Setup> Personal Settings > I can see the Outlook addition link but it is grayed out. Is there a secret place to get the plug-in???
Quote Price
I have a product which sells for 0.0920. When I enter that amount in my quote or invoice I get an error message to enter a valid amount. Is there any way around this? Mike Roosa
Specifying List Price on Quotes
When a quote is created and a product name has been specified in the product details section of the quote it is then necessary to either manually enter a list price or pick the price from a quote book. When Pricebook name lookup is used, the resulting window lists ALL the prices in the pricebook (in my case I only have one pricebook at this time). The problem is that while each line in the window contains a "List Price" the product name associated with that price is not listed. The popup window SHOULD
Feature Comparison to SugarCRM and VtigerCRM
I'm trying to compare the working features between ZohoCRM, SugarCRM, and VtigerCRM. Yes, I realize Sugar is open source and also not open source, Vtiger is open source, and Zoho is not open source. I also understand that some are hosted (on-demand) and some are on premise. These seem to be the typical comparisons when looking at the three products. I am only looking to compare the actual features each product offers. Any help would be appreciated. Thanks.
Lead change status button doesn't work
If you mass email leads, return to the leads main page and try to use the change status button, the button does not work. mac
Can't access Outlook Edition plug-in
I've followed the user manual instructions, but cannot access the Outlook Edition plug-in from Setup, Personal Settings. I do have Administrator rights. Please assist, thank you. deniseaday
SUGGESTION for Enhancement
When working with CONTACTS which have a address (mail, shipping) it would be nice to be able to copy in those addresses to the ACCOUNT. This becomes a huge time saver when buying list (infoUSA) and they do not provide addresses for both account and contact for the import. temiller11
Recurring Events Option
Suggestion > Is there or will there be ? PAA
More Dependent Fields
Hi, I would like to suggest you a feature: now in the ZohoCRM there is the possibility to create dependencies between 2 picklist fields. I think it would be great to let us create dependencies also between 2 date fields and - for example - automatize the amount of a digit field related to another digit field and a percent field. Thank you, Giordano.
Cancel ID or account
I created an account to see what Zoho was like. It seemed OK and now I have one of my senior admin people (Michelle) looking at the possibility of implementing the system. HOWEVER, now that I have created an account, Michelle cannot add me to her system, nor any one that was initially added to my account. How can a user account/ CRM ID be deleted or a CRM account be deleted? AndrewDoyle
Connecting to hosted CRM via webservice
Is there a webservice API available on Zoho CRM that will enable me to add/delete/update leads/contacts programatically? I would like to integrate an existing website's user database with the leads/contact functionality of the hosted CRM. Thank you in advance for your assistance.
Customise CRM
Hi I am looking for a CRM solution to be the foundation of our core order management solution. Our order mangement process involves a complex search program to find products for customers and then an order/bid process then requires history per contact to be retained. Is there the ability to customise Zoho CRM to suit our needs? Thanks
Integration of Zoho Project into Zoho CRM / VO
Hi! Sorry to ask the question also here - but are there any plans to integrate Zoho CRM with Zoho VO and Zoho Projects ? This would be then the perfect tool on the market ... Regards, snyfer
syncronization
I have the outlook trial for 14 days, but when I went to use it, I noticed that it doesn't syncronize my schedule, only my outlook contacts. Unfortunately, this doesn't do me as much good because I need both to be updated. Am I doing something wrong? If so, could someone tell me what I need to do to sync my schedule from outlook? Bill Prihoda
change owner
I want to edit the complete Lead List by putting a green "V" into the little square box next to Lead Name and then click on Change Owner. All leads should change owner, but that doesn't work! Why?
Changing Invoice Template
Is there anyway to change the invoice template to include my company's logo and removing some of the fields showing on the default template?
Migrating from Web Version ZOHO to hosting our own ZOHO
Is there a way to move from the web version of ZOHO to hosting the software on our own server? We are mostly concerned about moving the data. Tom temiller11
Locate Map Problem
When clicking on Locate Map, a Google Map is launched but the address data is not captured and the map displays a default US map only. gregdbc
Can I add / modify any Picklist Field Values?
You can very well customise any picklist field values in our application. For Eg. To modify the Industry Picklist values in Account module, please do the following steps. 1. Click the Setup link. 2. In the Setup Home page, under Account Settings section, click the Fields List link. 3. In the Account Fields List page, Click the edit link provided for the Industry field. 4. In the Edit Pick List page, you can add/modify values in the Values list box. Once you have updated the pick list values you can
German Translation help
Hi, the German translation could use some polish. Here are the worst errors on the Leads page and some suggestions for correcting them: - "Häute???". There is no real translation for "Skins" to German - you could use "Designs" oder "Oberflächen", but "Skins" is a term most German users should be familiar with. - "Armaturenbretter ???" is similar. "Dashboard" is the term known to most people, German translations just look awkward here. You could use "Übersichten", but that woul be too broad IMHO.
Error Message on Import
Hi. I've been trying to import my leads from another CRM. I have my leads in a CSV file and used the migrate tool. After going through the upload process I received an email stating I had an error and need to contact support. Can someone please help me with this? Thanks! jared
Lead Import duplicate detetcion not fuctioning
Hello Zoho Support: I have been using Zoho since the beta release and have very good luck with this product (I am paying customer!). Recently, in the last week or so I realized that the duplicate imort feature (when uploading leads) no longer detects duplicate entries. My staff has been telling me that the we normally see about 2-5 dupes for every 300 leads, but now it has been zero. I even have uploaded the same list 3 times and Zoho completed th eimport without notifying me of duplicates. Can you
Edit page layout problem
Although I can delete a field from that layout, I can not add it back to the layout. Can someone advise if this is a temporary problem? I checked the manual and it seems to indicate that I should be able to just move the desired field back to the layout.
Features request
Hi, could you put a "This week's Events" box in the home page instead that the "Today's Events"? I think it'd be better. Could you highlights in the calendar the days with one or more events? Thank you, giordano
Premise based version
Is the ZohoCRM no longer available for download to be used in a premise-based scenario? Is it only a hosted service now? Please let me know. Thanks in advance, Neil
Change positions of default Dashboards
How can this be done ? Eric Roseman
Custom Fields in Task Views
How can i make them Appear in Reports ? Eric Roseman
annoying bug (ajax?)
after editing a lead, I can not copy part of the screen by selecting the text and ctrl+c it is necessary to refresh the screen F5 and then everything is back to normal. (i am using win xp and firefox 1.5)
lead search by company name
When searching leads (I'm using the "Find Leads" box), it appears to only search on name. I require the ability to search on company name as well, since that's who we sell to. I realize that this works fine once you convert the lead to a potential, but we need the ability to do it while it still at the Lead stage. Also, we store a bunch of information in the description field today in Sugar that I would ultimately want to move over to the Notes section in Zoho. I need the ability to search on keywords
Error with creating new campaign, Account / Contact...
We selected Vietnamese Interface for Zoho CRM and have some problems (then when trying to return back to English it is still same): We have problem when creating New or Modifying Potential - actually it could but not following steps on screen, we have to see very stranger characters, forms and then click Back to see results. It seems to be same problems with most of Modules inside ZohoCRM (access via ADSL from Hanoi - Vietnam, like Task, Event, Contact, ForeCast) With Campaign Management Module,
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