Mail Merge for Print Documents
I understand ZOHO CRM cannot generate printable (PDF) mail merge documents, but is there a way to export filtered data (either from a View or Report), or by selecting records in a list, to create a csv that could then be used to merge a letter or letters in Word? Exporting all records of an entity would not work well if you just want to send a letter to a lead or contact, or, a handful of people.
prices and slowness
We have found the system too slow. And also when we have imported data from excel file (in order to enter records of products), the crm system didn't identify the prices. why? Valentina Pasotti
Last Name field
field for Last Name on Create Contact not appearing Gautam Kishore
Backing up Zoho CRM on-premise
We're looking into purchasing ZoHo CRM for our sales team, using the On-Premise edition. What tools are available for backing up the database & file system?
Fantastic application
I've just discovered your application and I think that it is wonderful. It's very easy to use and has all of the components I am looking for in a CRM program. Thank you for providing this wonderful tool. Regards, Roxanne Ravenel
Workflow Rules Based on Value Changed
Is there a way to set a workflow rule based on a value in a field changing? For example, I want to send an alert when a tracking number is entered for the first time but not every time that particular record is alterd.
Adding Industries to Accounts Tab
Is is possible to add an Industry to the Account Information. I would like to add something such as "Real Estate Sales" to the list of industires but can't figure out how to do it. Great Product! Gseago
Import of Act 7 data including notes and recalls
We are Currently ACT 7 users. Frankly, Sage has ruined Act. Is there a way for us to import our Act data including future recalls and notes? Thanks, Andy McLean amclean
How do you get Today's Sales count to show up?
I have processed a few sales on my CRM On Premise version. On the Home page where it says "Today's Sales" it still reads 0. How do you get it to show the actual number of sales that have been enter that day? James
add product to potential several times
Is it possible to add more than one unit of the same product to a potential? I now can add a product only once. What, if a potential has the potential to buy 3 or 4 or more of the same product? Gerold
Uploading documents/Attachments
Can multi-document-upload be implemented. A bit tiresome to upload many documents one by one. runebakken
Attachments, folder structure
Any way to implement a folder structure to uploaded documents? runebakken
running very slow
Why is my system running very slow and not updating / building as expected? This seems to happen at 1400h BST in the UK every day ? rgds rob td Sandyxsystems +44(0)870350 7701 Robert Thornton-Davidson
having issues with crm new potential link
I can log into zoho crm, but when clicking on new potential it bombs out and spits a bunch of code on the screen. Will will this be back up and running? J jdrstl
Can\'t Import Outlook .CSV file
.says something like "pls check if your .CSV file is a proper .CSV file" gdearing
Trying to Get Started
I discovered zohocrm just this morning and installed it on my Slackware-10.2 server/workstation. I have postgres-8.1.4 already installed for other business applications. The document root for apache is /var/www/htdocs/. My two questions are: 1) How can I configure the application to use the installed postgres rather than the older (and much less stable) 8.0.3? 2) Do I re-install the application in /var/www/htdocs/crm/ rather than in /opt so I can access it? Rich
Can I add contacts via an API
Hi, We gather contact information of a web form. Is there any way we can enter this into ZohoCRM automatically via an API? Joe. joe.drumgoole
\"Aged Potential Report\"
How do I create a report that shows by Potential Owner all of the potentials that have not been modified for the last 30 days? Modification in this case also should include creation/modification of any associated activities/tasks I can easily create one that highlights potentials themselves not modified past a "hard coded" date i.e. where I put the date into the criteria section of the report - I would like to be able to put something like "date" before "last 30 days" David Bosomworth
conslta
quieria saber si es posible configurar la opcion de llamarda telefonica que por defecto sale por Skype. gracias, guillermo golokax
Chapter 17: Working with Invoices...
Hello... Chapter 17: Working with Invoices... "In the Zoho CRM system you can create invoices directly from the Potentials, Accounts, Quotes, or Sales Orders." In my ZOHO CRM setup, Invoice can be created from... - Accounts... YES - Potentials... NO [no Invoice sub-section] - Quotes... NO [no Invoice sub-section] - Sales Order... YES how can I add Invoice sub-section to Potentials and Quotes? -txs Walt Brodnie
Timezone Difference
Hello, there seems to exist a difference between the "today" viewed from the system and the "today" here in my timezone. Now it is 10/9/2006 - 8 o'clock in the morning here in germany and the home-view-section "Today's Events" says <No events are scheduled to you for today>, "Today's Leads" on the other hand says one new lead. Both is not true. I added the lead late in the evening 10/8/2006. And there are events scheduled on 10/9/2006. Where can i change the system-time? (The time-setting in "Personal
Program Bugs - Contacts - selecting & sorting
In Contacts for any view selected, 1. I can't sort alphebetically by last name whether I choose to select All or 1 letter in the A to Z list. If I select A, I only see contacts whose first name starts with an A, not last names beginning with an A. Even if I only have the last name showing in a customized view & select the letter J, all contacts with a first name starting with J are displayed and not those starting with a last name of J. 2. If I select to change the sorting order of any view containing
Report Data
Is it possible to import specific data to create reports (i.e. sales data that ties a member number to an account)? If so, what is the procedure... respond to jeff.gammon@amplifon.com Kevin St Clergy
Member addition to contact details
My system is not allowing me to save a member name into my contacts page. When I click on the magnifying glass and click on Save, it says error at the bottom. Lanette Foglia
Printing...?
Hello... I am tying to follow your instruction as to PRINTING Purchase Order... ----------------- You can view a printable form and print the purchase order details using browser’s Print function. To print purchase order details 1. Click the Purchase Orders tab. 2. In the Purchase Orders: Home page under the Purchase Orders List section, select the required purchase order. 3. In the Purchase Order: <Purchase Order Name> page click the Printable View button. 4. In the Purchase Order: <Purchase Order
[Products] Product Information...
Hello... you have this PERFECT popup for “Vendor Name” with the option to add a New Vendor... this type of popup would be an ideal replacement for all the pull down menus, they are cumbersome to work with when you want to add a new item there... please give us the very convenient POPUPS... –thanks Also, under “Product Information”... would be good to have a link to the manufacturer’s web site... and Mfr Part Number... and contact person... so we could just click and see the specification details
Position of Quick Create...
Hello... Position of Quick Create... I’d like to ask this question... which component is visually more important to people in the minute to minute workings with ZOHO CRM screens... and specifically the left pain... if having the visual continuity from screen to screen would be the case... then showing the 1,2,3,4 order... would accomplish this... but now, from page to page, the Calendar is jumping up and down [as it is moved by Quick Create]... [1] Search... [dimension is constant] [2] Recent Items...
contgracts
suggestion on how to handle service contracts that bill monthly and renew??? Bob Cullen
[Home Page] Pipeline by Stage...
Hello... the rule foir Hello... a rule for the human eye, when reading a page is to lock on a graphic or a picture always on the right hand side [see all the books or magazines]... could you make this as well, a layout on your Home Page...? –thanks Walt Brodnie
[Home Page] Today\'s Events...
As per "Task List" pull down menue... As per "Task List" pull down menu... we should have the opportunity to select the “Events” timeframe that we need... the current “Today’s Events” is to narrow... one day view squeezes out time horizon... we need to see what we have today... as well as, what is coming during the next few days, and week or two... we also should have the option to see back... and see all active events... Walt Brodnie
RTL languages support
Hi! After trying many free and evaluation versions, I'm started to use a ZohoCRM and I really like it! But the only thing is disturbing me: non-latin languages support. I'm typing on Hebrew. As I can see, a db is based on unicode, so there is almost no problem to type and to read saved cases etc. But when I'm trying to search - I'm getting an unresolved signs on the screen instead hebrew and, of course, there are no search results. So, my question is: Can I change this situation? Is it possible to
Number of Licensed User
Discussion: Zoho CRM not allow to delete users Scenario: Company ABC only purchase 5 user license. What if a user left the company and we need to create another user account. How can we handle this? 5 user license suppose to be 5 "active" users am I correct?
outlook edition
hi, why am i not able to download the outlook edition? patrick
Workflow Rule Criteria
Is there a way to tell workflow to send an alert when a specific field gets a value? For example, I have a field called Tracking Number. When I enter a value in that field I want another user to get an alert.
German Language
Hello, first of all: thank you for a terrific free crm-solution. I think i will drown my oldfashioned ACT! and use zoho-crm. A suggestion as german native-speaker: You offer a german version (if one selects german as language). The german that is provided is - frankly - shit. It's machine translation that irritates more than it helps. For example: The english term "to cancel" is translatet with "aufheben". And "aufheben" is very ambiguous (in a very special sense it means to cancel). A german will
Account Search
Depending on the criteria selected the Account Search will return either a "True" or "False" response. It would be better if rather then "False" it displayed "nothing" and "blank" space. If it is "True" either a check mark or the word "Yes." Please let me know if this is clear. Thanks, Robert Robert Marine
Customise sales quote by including other fields to print
Hi, Zoho crm is quite impressive. While trying the online demo, under the Quotes section, when I click the Print Preview, the default fields for the Quote are included. I tried to include fields which would show the Products ordered in the Quote. I cannot seem to find a way to do this. The Print Preview shows the same default fields all the time Any help in solving this matter is greatly appreciated Regards Ravi
Lost Data
Have there been any reports of lost data entries. I can not swear by it but it seems that when I am in full edit mode on a lead or account that the data entered, particularly check box data, is not displayed when I get back. If I enter and save the data a cell at a time the data is saved. Thanks, Robert Robert Marine
Account Settings / Fields List
What is the difference between Account Site: text field and Website: URL field? nicholas
modifying home page layout
is ther any way to modify the home page layout?
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