Sales Order Print Out
I would like to know how I could have the customers telephone number show up on a printed out sales order. In general I would like to know how to customize the Sales Order form to is will appear as I would like it when printed. James James Taylor
Product Entry Duplication
I am testing the system for 2 days now. Just noticed that the entries somehow dublicated or even triplated themselves. I did not understand why it happened or how it happened. What should be done now? Murat Murat Sezer
Exporting
Is it possible to export data such as contacts or emails to outlook or make backups to other standard programs? ie.. word, exel :D
Tapping into the Contacts database via an API
Our web site has a section that could be populated with data from the contacts we have stored on the Zoho CRM. Is there any way of getting direct access? I am aware I can export the data and cull from there, this would just eliminate one step.
Importing notes
Is there a possibility to do a mass note imports. Notes being allocated to accounts, potentials, cases etc.. Michel Halbaut
creation of a quick note tab
I have been playing with teh application for a few hours now. I am aSugar CRM pro user and am considering switching. I like what I see so far. Creating notes for contacts, opportunities, accounts s very imnportant and is a frequent occurence. I see sebtabs such as new leads, new opportunity, new campaign etc.. Yet, I do not see the new note tab function. Creating a note in one click is important. Any suggestion ? thanks Michel Michel Halbaut
OULOOK PLUGIN
Nice product. Why is OUTLOOK EDITION blanked out? How can I use that??? Thanks. TVG info
Importing Leads from CSV
I have exported a CSV file (my leads) for importing into another ZOHO account but it will not import. Surely the format is right since it comes from ZOHO. Please advise...
Flat View Button
Hi, I really enjoy using Zoho CRM but the only thing which is missing in my opinion is to have a "View All" or a "Flat View" button. It would be much easier to see all the open or closed activities on one page instead of opening them one by one to see the comments inside. I don't know if it's very clear but it would really helpful for me to have this function. Thank's a lot for your great work and apps montafor
Company Logos
How do I add my company logo to a purchase order? Also, how do I get custom fields to print? Sincerely, Alan acohen843
Field Level Security Loop Hole
Even if you block certain fields on Account or Contacts to certain roles - like the phone number. The end users that shouldn't see those fields see them when they search for a specific name. The search result page displays the blocked fields. Email , Phone, Fax on the search results page. THIS NEEDS TO BE CORRECTED. It would also be great to be able to block these fields for only non assigned data. So they could see all fields on all their contacts / accounts etc... but fields are can be blocked
Import My Potentials Not Working
Hi, when I try to import my potentials it just spins and spins. It was working and now it is not working. Are you working on something? permitplace
URGENT : I can\'t add new leads !
I have an error page when i try to save... Please help me! Jean-François Ruiz
Last Contact
I would like to be able to run a report showing the last time I contacted someone. I want to use this program to make sure I contact people once a month. I would like to be able to run a report showing when the last time I contact someone.
Zoho Suite Link
The Zoho Suite link doesn't work when I click it. I am using IE 6.0 and all it says in the lower left hand corner of the screen is 'javascript:;'. Thanks! toliver
Creating Mail Merges for letters
I was not able to find a way to merge VIEWS to a letter, can this be done without exporting to MSWORD and MSEXCEL? temiller11
Sales Order Convert to Invoice
Can I convert a Sales Order to an Invoice?
"page you have requested was not found"
Why do I get this error message. I am attempting to create an invoice. I select on Sales order and select the sales order that it is associated to and this is the error I get. Sorry, the page you have requested was not found. Please check the URL for proper spelling and capitalization What do I do?
Tasks
Hi Is it possible to assign tasks to other users? I have used tasks in this manner in Salesforce.com but can't seem to get tasks to work in the way I thought they should. Also, I thought full functionality was available even in the free version. I would like to use the outlook interface if at all possible and trial everything on full access before we decide to roll this out to the rest of the company. Hope you can help Regards Tony Woods
Technical bug still not fixed.
You cannot change a user name and email address for a paid user of the Zoho CRM. Please respond.
Changing lead ownership on CRM
You cannot change the lead ownership for a lead. I am an administrator. Please respond.
Add Chinese to language select menu please
We're trying to use ZohoCRM and plan to introduce it to Chinese customers. Please Add Chinese to language select menu please (now there are only English/Japanese/Vietenaim/Geman?) . Though ZohoCRM GUI is localized yet, but we can input Chinese in ZohoCRM. We should let customer know ZohoCRM support Chinese. hkn
web to lead
I would like to ask for some help regarding the code to copy on my website for web to lead contacts for the on line version of zoho. Will it still work for the on line version? Should the code be complete of access to the page with username and password in order for contacts to appear on my on line zoho? Thanks G.Rossi grossi1
How to activate additional users?
I would like to check, how do I activate additional users that I've already purchase? Let say I have 3 free user. And I purchase additional 5 users license, where to key in the activation code in the setup? Currently using on-premise edition. Really hope Zoho CRM will release an updated version instead of the current version 5 with some minor bugs. Zoho CRM is a very good CRM. I really love it. Thanks!
Noob question: Does zoho offer a disconnected client ?
Curious if there's been any discussion in this group about disconnected clients and synchronizing when re-connecting to the network. For my company, Zoho is not an option if my mobile sales force can't work on airplans and "off the grid". Anyone? thx, bradesp
task assignment for a new user instead of one who deleted
first i must say we all love your grat solution ! one of my employee is going to leave us , we have a new sale man how can we assign all open task and activity to the new user ? [/google]
Create cases via email
I've been testing out the system and am curious if there's a way to create new cases by someone sending an email to a certain address. I went into the settings and modified the "Support Mail Configuration" to create an email that I thought would do this, but it didn't work when I tested. Can anyone help me out? Thanks!
Feedback on Contacts
Sort the front list by default Put the alphabet buttons along the top as well and is is just me or is importing contacts very touchy. It's great it doesn't allow duplicates ( tho it doesn't say that's why it's rejecting the batch). Importing the same data as XLS or CSV seemed to work sometimes, not others.I couldn't figure out a pattern. I did get all the data in tho. Pete abbeyfield
Cannot change Owner (Leads, Potentials, Contacts, etc)
When I click on NEW on any tab (Task, Leads, Potentials, Accounts, etc) it shows always the same owner (one of our users) in ALL of our users. We have 5 paying licenses, and we are all seeing the same owner. Please respond. Luis Zambrano
I love the software
I am very impressed on how easy it is to use. I have some questions or suggestions depending on whether I am doing things correctly. When contact information is added for an account, is it possible to copy the address from the account as a default with an option to add a new address. There is a redundancy to adding the same address when there are multiple contacts for a given account. Emails sent out, are sent through your server? Sometimes I would like to refer back to a sent email. I know I can
Multiple-select fields in Contacts
If I select my multiple items, say 3 out of 5 possible choices, Zoho saves them properly. But if I edit that Contact again but don't touch that field it seems those values are lost to that field. A bug? abbeyfield
Brazilian portuguese Language
You guys are doing a great job with Zoho CRM and making possible to those cannot afford for a very expensive CRM to have such wonderful tool. I really would like to have Brazilian Portuguese language available in Zoho CRM and I'm sure the Brazilian community that uses your service will really appreciate this implementation. Cesar Fracalanza cfracalanza@gmail.com
Referencing other contacts in a contact record
I'd like to be able to uses Contacts to keep track of our societies. Is it possible to have a field self-refer to the Contacts table. I'm thinking of a section for Board officers. Would be nice ( and efficient) to be able to select them from a popup of contacts rather than redundantly re-entering their contact info user added fields for that purpose. Hope I'm being clear here. abbeyfield
Lead conversion
On Lead List page and/or Edit Lead page I cannot find Convert Lead function? Using On Demand and signed up yesterday. Kristian Vanberg
Issue When Converting a Lead
This looks like a bugg (a pretty big one). When I try to convert a Lead, I go to a blank screen after I click SAVE. Only way to get out is by clicking back. The Lead is not converted to a Potential, altough there is an Account created with the Lead. Luis Zambrano
IMPOSSIBLE TO EDIT
I AM AWFULLY SORRY TO INSIST BUT I CAN'T EDIT ANY PROJECT IN ZOHO CRM. IT DOES'NT WORK ANYMORE FOR 5 DAYS NOW. WHEN I TRY TO EDIT I HAVE A SCREEN TO CREATE A NEW PROJECT AND NOT EDITING THE ORIGINAL ONE... COULD HELP ME PLESAE? Geoffroy VILBERT
Roles/Users
Hello I have searched for a way to customize Zoho to allow us to have certain Users limited to accessing data in certain categories. In our case, we have our leads, etc. fall under 5 key industrial sectors (aerospace, IT, etc) and we'd like to be bale to limit some users from accessing data outside their sector. This is obviously controlled in the "Industry" drop down menu. Can we do this somehow? Thanks Scot MacDonald
Administrator fine, problems with users
I am using the 3 person, free trial version. Everything works fine with the Administrator. However, problems with the users include: Can't amend the potentials "stage". Can't logout the user. Custom views work eratically.
Convert Lead fails
http://crm.zoho.com/crm/leads/ConvertLeadAction.do gives blank page Kristian Vanberg
Found it
What I, and probably others in the forum get wrong, is they click the "edit" button rather than the name of the lead. - Clicking the name gives u the right screen where u can convert, and take notes and all that!! Kristian Vanberg
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