javascript problem on select product popup
cannot click on product name to insert into quote Wayne Robinson
Adding Custom Fields
I am having trouble getting my new Custom Fields to show on the Form for leads - I have created the Fields in the Setup - Leads - Field List area and the Page Layout shows in the Lead Information Section However when I go to create a new lead they are not there? what am I doing wrong? andrew.stebbing
Enabling Web to Lead
How do I enable this feature? Its grayed out in my setup menu. John C
quote form - will not print custom fields and new layout
Hi have added fields and made new layout of the quote form, but when we print a new quote nothing changes? regards Wayne
Invoice Form
Is it possible to change the default titles on the invoice form 'Product Name' 'Product Code' 'QTY' 'Unit Price' 'List Price' 'Total' We would like to customize this but am not sure where to go to edit them. Thanks, Mat Mathew Giovanello
grand total
I tried to customize the Invoice Reports and Grand Total column disapeared and it is not available in the columns selection section for the report... Thanks, Sabina Sabina Spilkin
Questions about our account
I wouldliek to obtain some information about our account. Who is the account registered to? I know we pay for the additional users but if we wanted to make changes to the account can we or is it only the administrator? Please let mw know wher i can obtain aswers to these questions ad if you have a customer service line where someone answers. Thank you. Christine Fuller Christine Fuller
Country Name
Country Locale field for most of the page does not contain "Malaysia"
Problems with password recovery (By Mail sending)
Hello, I have a problem with Zoho CRM 5.0. I Create a user on the Login Page, and after i create a user, i cannot create another one on that same page. So I create a 2nd user in Admin Settings, and when I create this 2nd user, th password should be sent to the mailbox of that user, but the applications doesn�t send it. I have installed a file from one of this foruns, zohoCRM.jar that corrects this problem, but in my case the problem persists. I�ve make some tests to see if the problem was from the
website is slow
I am currently evaluating zoho crm and it seems like a good tool, but the web site has become unbearably slow. Upon going to the site, or clicking a link, it takes up to a full minute just to load the page. jeff.plummer
Outlook Edition
I'm trying to import contacts and it just hangs up on the importing screen. also, I would like to install Outlook Edition but it is greyed out. Is it a pay for item only? Thanks, marklharrell
How to change a company name
I am trying to change a company name from abbreviation to a full description - but the Name field in Company Details seems to be the only one I can't edit. We'd like our full name to be displayed on the invoices, etc Sabina Spilkin
Clinics Page Layout
I am unable to add another field in the Clinic (account) edit page layout page. please help. thanks. Kevin St Clergy
dates for cases
Pete Fox's email is not working at this time - please respond to previous inquiry to kay.olson@amplifon.com Can you remove Case Number and include date entered instead? Pete Fox
email
Does zohocrm have the ability to send or receive email Andrew Garnett
Acount import
I am gettting a caution screen that says "Please check whether the file is proper .xls or .csv file. I am trying to import a csv file about 144KB in size. David Fosse
Cases
When we look at cases - could the date entered be identified instead of the Case Number? Pete Fox
Questions
Hi, I am currently evaluationg ZOHO CRM, which seems very nice and complete. I have 2 questions and a few remarks/requests: 1) "web to lead" is grayed. Is that because it is not yet implemented or does that require a special plan ? 2) there seems to be an "Opt out" field for the contacts and I thought you would provide a web interface similar to the "web to lead" for people to remove themselves from a mailing, but the help says nothing about it, and I could not find that. Also a few remarks: 1) While
TIME
CANNOT SET THE TIME WITH UK TIME MRF
Offline usage
I need to be able to take Zoho CRM with me on my UMPC while on the road. Often, I'm without an Internet connection while traveling. Since I'm the only user (currently), I've installed the on premise edition locally on my desktop box, and I've also installed it on my UMPC. Both installations work great. My desktop box is my "primary" PC. When I go on the road, I'd like to copy the data files from my desktop to my UMPC, work with the Zoho CRM on the road, then copy the files back to my desktop when
Events
It would be great if we can send email to multiple peope in events since the event could be a conference call, for example. Rajesh Bhadra
Address format
I would like to add custom field like 'building name' to the default address format, and would like to bring along the data in 'building name' from Leads to Contact, Accounts, Potentials, Quotations, Sales Order, Invoices(with the print out format too). Is it possible? I try using the create custom field and map with Account, potentials, contacts but data is not pulling over.
Access Level
Can I do some settings on the tab according the user's access level? e.g: Marketing Role-Just enable Campaign and Leads Tab for them. Is it also possible when I disable some functions for Marketing Role, Then can't even see the links instead of visible to them but is not accessible for them. e.g: I disabled Mass Email contact during Customizing Marketing's role. They still can see the links. But when they click it, system will return "Insufficient Privileges to perform this operation. Contact your
Custom Invoices
Is there a way to edit how the invoices look? Can I add a logo? Also, when I add an invoice it says the page does not exist (I installed it on my computer) is there a way to fix that? The invoice still shows up.
Creating invoices bug
Cannot create invoices because the price books created are not recognized. Rajesh Bhadra
email
Hi do you plan to include incoming email capabilities to the CRM, or integrate it with Virtual office? roberto.bonino
unable to connect
I have been unable to connect to my Zoho CRM account for the last two days. The login page takes a very long time to load and, once it does, gives me a "this page is not available" error message when I try to login. We were big fans of your service, but are becoming wary of it as it seems the online version is only available about half the time. We are unable to use it at all now and need access to it quite badly. Is it possible to access the account information some other way so that we can at least
How to get password for added users ??
I'm using free edition to try the usage of zoho crm before i buy it, but i've got a problem here... I was succesfully add a user but how did I know the password for the user?? I've try to reset the password too, but there was no e-mail sent to the user's e-mail account (I've check the user's e-mail account myself). What should I do?? Help...
User: wey@databaar.ch
We started now using Zoho CRM. It is fantastic. Congratulations. Could you please delete the user wey@databaar.ch. We created it by error. Thank you and greetings from Hungary. Marc Pinter, CRM-Administrator Marc Pinter
Appointment for demo walk through
Just talked to several people there an hour or so ago. One of my requests is to have someone walk me through online how the triggers or automated processes and campaigns work. For example, when I change the value in a field in the database I would like to automatically have a particular email go out and then several other sequential emails. I need to understand how automated processes work. They should they could do a call with me. Frank Girard 631-2232218Let me know when you can do this or just
Error with creating new potential,
When trying to create a new potential, I received this error: ==================== Sorry, the page you have requested was not found. Please check the URL for proper spelling and capitalization. If you're having trouble locating a destination on Zoho CRM, try visiting the Zoho CRM home page. Go to Home Page ================== Pls check with the system. Also, I've tried to used Vietnamese version at On-Demand, but have problem with currency: it allows only VND, meanwhile I need to use US$. Anyway to
Incorrect time showing on the syetm
IVe set the time zone to the UK GMT , however the system indictes that changes have taken place at Oct 14, 2006 4:10:57 PM , when in reality it is Oct 15, 2006 00:10:57. which is what the clock on the home page shows. how do i get the time that shows for changes and modifications to mirror the actual time that it is here in the UK and the time that the clock on the home page shows?? Robert Thornton-Davidson
HELP, user disallowed password change after reset
User is not allowed to change password after haveing received new (temp) password after reset (forgotten password and admin sent new to users email address). Can you help?
Search feature
Greetings, RE: Usage of Search feature Could you please provide detailed information on the Search feature, as to what fields it will search for information and what fields it will not search. This is very important to know when designing the structure. Today, 1) I added a custom Textarea field to Leads and then mapped it to all other modules. 2) Added a few words into the new textarea field, to test search feature 3) Ran a search to see if it would find these words 4) It did not find them I am using
Edit View does not show criteria
Edit View does not show criteria, even thoug I am logged in as admin Rajesh Bhadra
Email Campaign
Can I email to a group of customers (email blast) through ZOHOCRM. jantignano
Support
How do I send an email from CRM? Where can I find better documentation or training? frank
Outlook Module access?
Hello, I just sigend up to give this a try. How do I try the Outlook module? Whn I go to Setup > Personal Settings > Outlook Edition page, per the Help file, it is grayed out and I cannot access it. Can you tell me exactly what to do to try this? Our using this program is pretty much dependent on how it works with Outlook. Looks great otherwise Thanks, Ed eduribe
Change Company Details in Administrator account
I've somehow assigned the wrong company name when setting up my second user and now my account home page shows the wrong company . How can I change this? Psyche Wimberly
WRong time showing for modifications and changes
I've set the time zone to the UK GMT , however the system indicates that changes have taken place at Oct 14, 2006 4:10:57 PM , when in reality it is Oct 15, 2006 00:10:57. which is what the clock on the home page shows. how do i get the time that shows for changes and modifications to mirror the actual time that it is here in the UK and the time that the clock on the home page shows?? rgds robbie www.sandyxsystems.co.uk
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