CRM loading time
CRM on demand started to work OK What about custom ref. numbers on documents ? Alfredo Poluzzi
limits?
Are there any limits to numbers of contacts, accounts, leads, potentials, etc. with free users? John Meaney
contacts
I'm creating contacts, saving them, and they're apparently not there.... any help? John Meaney
quotes
Ok this is a little frustrating. I have created a quote. When I try to edit it it takes my name out and puts in my co-workers. In addition I cannot save it afterwords and it dumps me into a new quote screen. Am I missunderstanding something? Steve Lurie
system performance
Painfully slow , will jeopardize our continued usage Brock Sansom
Daily reports
Hi, I have set Zoho up to send me a report once a day. I sometimes get the report twice, never once and mostly not at all. It really doens't seem to work properly still. If you look at my settings it is only there once not twice. Also do you have plans to expand the database size soon? we are now well over 2000 records and it seems to be slowly grinding to a halt on sorting, reporting and everything. We may have to move to another service if we aren't careful. We are also expanding our company rapidly
Timeouts
Sometimes when I am doing something if I take too much time I loose everything and have to restart. Not super cool. Steve Lurie
How about making it so we can put the monetary unit in a quo
Our base money is the Euro but we quote in others. Could we please be able to see the money in the print preview. Steve Lurie
Uploading Import file
how long does it take to Upload Import files? I want to import Excel files and it seems to have been importing for about 15 minutes. alans
PB TO EDIT PROJECT
Good morning from Paris, I have a problem. When I want to edit a project, it opens me a new window as to create a new one with all fields empty...Could you hlep me? Geoffroy VILBERT
Set currency
Is there a way to set the default currency in Euro instead of $ (in quotes) ? Would also be nice to be able to select the currency when writing a quote.
submitting data to ZOHO crm from PDF/HTML forms
We filled out some forms with details (HTML ,PDF) Now when we press on the submit button located at the bottom of the forms, we want that the data will be sent and inserted into the CRM system (data may be sent as XML). Is this possible in ZOHO crm and how ?
Activating/de-activating users as a cost saving measure
In our national organization we have 30 regional sub-organizations. Would would need them to be able to log in every 6 months or so and up date their board members etc. Is it feasible to have 3 users for the office and buy one user license that we make available on a rotating basis by temporarily activating a user? Signing up for 30+ users isn't feasible at this time though it well might be in the future. abbeyfield
Making Contacts the starting tab
I'm trying to set up the entrance page show it shows Contacts. None of the other tabs have much relevance, including the content of the home tab. Users would always have to click over to contacts. Changing the tab order didn't help. pete
Mailings labels as a report
Is there any way of creating a report that that can be directly used to produce mailing labels from the current view of contacts? I'm aware that the data can be exported and the data run thru Word or some database program. Would be nice to just click and print. Pete
Cannot save!
Now I cannot even save edited information! Keeps telling me the page cannot be found. No one in my company can do their jobs like this. What am I paying for? Paul
Editing is creating dupes
Anytime I try to edit a lead, account or any type of contact, it is changing the owner to me and creating a duplicate. This has been going on the last 2 weeks. The only way the owner should be changed is if we, the company using the program, change it. Myself as the administrator, should be able to change any account without the owner being changed to me. Paul
Just Tooooo Cumbersome
Just took a "test drive" of your CRM. It's like ACT!, and other popular CRMs, ....and like them, it's just too cumbersome for a salesguy to really use. What we really need is the function of a spreadsheet, BUT with the ability to show fields where we want them on the screen, instead of just in rows/columns; also a few other features, but not many. Mike Greenfield
site slow
why has the site been so slow the past few weeks and this morning is not different? Rick Simmons
2 major problems, 1 annoyance
I have 2 issues that are forcing me to look at other CRM options and 1 that isn't crucial but very annoying. First the big ones. 1. On our customers form we have several custom fields. If we create an invoice (which also has custom fields) for that customer everything works fine. If we are viewing that invoice and click on the link to view the Customer information, the values in the custom fields are eliminated. This is really bad. 2. We have some products that we've added. There are also some that
Customize Home Page
Is it possible to customize a users home page? Our current default home page is missing some elements as shown in documentation. Thank you. Michael
MICROSOFT SQL 2005 DB SUPPORT
ANY PLANS ON SUPPORTING THE MSSQL? OR IF IT IS SUPPORTED WHAT ARE TH INSTALLATION INSTRUCTIONS FOR AN On-premise INSTALL.
additional users do not receive a password
We are trial testing the subscription version of zohocrm ( ZoHo CRM On Demand). We have created 2 additional users with valid emails. They never received an email with a password. Even when we reset the password, there is no email sent. When we log in with their Zoho ID, and we indicate we lost our password, the application recognizes the Zoho ID and even the question to generate the password. But again the email does not arrive. Can someone tell us what to do to obtain these password? Jan Vandebroek
Custom Report Criteria
My custom report is adding extra blank custom criteria and not filtering based on my criteria. rex
Error
The Report Schedule not send. Admin
Import and Export Features
How do I Import or Export Data? Export Reports per user? cbarclay
only exports 2000
If I export my dtatabse to Excel it seems to only export 2000 enquiries and excludes the most recent, is this right? bercap
Bug : Edit in Leads
When i click on a lead sheet, and select the global edit button, i can't edit anything the form is empty. Jean-François Ruiz
CRM - Great
This is awesome! this is great feature... can i recomend another feature? (precisaly what is missing) ADD ACCOUNT RECEIVABLES FEATURES to your CRM... i would die to have that feature with CRM ABSOLUTELY! Great job...great site great everything Ah...i was almost forgot...add PORTUGUESE LANGUAGE AS WELL... you have portugal, brazil, africa etc etc that speak portuguese...why don't you give a try and see how many people you get in return? GREAT JOB YOU GUYS cobrancas
Custom Report Criteria
I just sent you a message the report name is "Use this report on 12.28 - Webinar Confirm List" rex
Is your server running slow?
Pages are timing out, is the server getting overloaded? Any time frame for a fix? Thanks Jonathan 209.505.0708 rex
outlook edition
i am trying to see where the outlook plugin is located...its greyed out under the personel settings page..could you help me? ty Dave Morris
ZOHO CRM
why is it running so slow today? Rick Simmons
Outlook Edition
You website says that up to 3 users can use the CRM system and it is fully fucntional. Yet, the Outlook connectivity does not seem to be available. Why are you saying the system is fully fucntional? Robert LaLonde
Mass mail - Unchecked Leds
When I deselect rows they appear along with the next 99 leads. I should have a option to keep adding such unchecked leads to another folder or so in the same page from where I will review later to send another type of mail or not lshankar
Mass mail - Additional fields
When I generate a mass mail list I would like to see other fields other than listed by default lshankar
Zoho CRM - Sort by last name
Sort by last name? Can it be done? Is there a workaround? I like your CRM and the price is right. But I'm amazed, Visicalc did this in 1979. Am I missing something? Thomas Reddy
Lead page layout
im having trouble restoring the industry field after I hid it. I am unable to drag it back and drop it in my lead information. jesse.cravens
Site running slowly
The site is running etremely slowly at present, is there a problem? thanks bercap
Saving a previously saved report
Whenever I open a previously saved report, and customize the criteria, and then save it, it wipes out ALL the critieria. I have to re-create the report again and re-save it with the same name. But before I do this I have to delete the existing report because then it creates two reports with the same name and I can't tell the two apart. rex
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