potential pipeline report
please add to the potential pipeline report the ability to see the potential age (days) and expected revenue (amount*probability)
Improvement suggestion, Tax rate
Can tax be incorporated as a percentage of cost (pull down menu from preset options or from coutry specific tax rules), insteda of having to enter the amount directly (this will also allow the specific tax percentage to be shown on PO/Invoice etc). runebakken
reporting
I am trying to run a report on activities for a user, how should I type in the person's name for the report under criteria, pete.fox@amplifon.com or pete fox? Kevin St Clergy
attach account to task
When I edit a task, then click on the magnifying glass beside the account field, the account selection window opens but the msg I get is "done but with errors". I can't select the account that I want to attach to the task. However, when I look at the account, the task is listed with it, but when I look at my open tasks, the account does not show. Silvana Bello
customizing reports
I would like to send my cutomers quotes and sales orders, but I can't find where in this software I could put my company logo, address etc on the reports. Silvana Bello
User Details - Possible Bug Related to Time Zone Field
Under "User Details" in "Edit" mode, I have my Time Zone set to Eastern Daylight Time (GMT -5:0). Yet, once saved, the Time Zone displayed is Eastern Standard Time. John Harris
Creating tasks for contacts
We have recently purchased Zoho and I am trying to create tasks linked to contacts. I get an error message that the page is unavailable. This happens when I search for the contact - then check the box to select that specific contact - then try to create a task. Can you please fix this? Ivan Robertson Ivan Robertson
Calendar
Is there a way to add a calendar event using a.m. / p.m. time and not military time (i.e. 15:00 for 3:00 p.m.)? Gustavo Vargas
my cv
[[list=]list=]CURRICULAM VITAE N.K.Dushantha sisira Kumara Pelmadulla,Ganegama,Denawaka Road E-mail: dushantha_sisira@yahoo.com Full name : Nilwala Kankanilage Dushantha Sisira Kumara Name : N.K.D.Sisira Kumara Date of birth : 05h November, 1984. Gender : Male. Nationality : Sri Lankan. Civil Status : Single. N.I.C No : 843101984 V. � I have successfully completed GCE A/L in year 2003 Subject Grade o Physics B o CombinedMoths C o Chemistry S � I have passed GCE O/L in year 2000 with four distinctions.
Addresses for Contacts
If you have an address already entered for an account, then add a contact for that account, why does the software not automatically populate the fields? Silvana Bello
Role Permissions
I'm trying to create a role with the following permisions: Edit/Delet/Create their own entities; but read only for other people's entities - except that they must be able to create activities associated with leads/accounts/potentials/contacts owned by others. We need this to be able to use a "team approach" to sales and account management Thanks David David Bosomworth
Printable User's Guide
I was wondering if you have the User Guide in a printable (probably PDF) format? Is there a link to this page? I found one for the "help guide": AdventNet_ManageEngine_ServiceDeskPlus_5_Help_AdminGuide.zip, but this is not the User's Guide unless I'm mistaken... Thanks.
Conversion
We would like to be able to convert leads to potentials WITHOUT also creating a new account (aka member). Is this possible? Please contact Jeff Gammon at jeff.gammon@amplifon.com or 763-268-4148 Kevin St Clergy
Email Marketing
Hi I have seen that Email Marketing functionalities have been released, but I cannot find them... Can you help please ? If not released, can we have an overview of the functionalities... ?
search function
does the search function allow you to search the database in any field i.e. city etc. Kevin St Clergy
Incredible
I have used numerous CRM's over the past 2 years and never have I used anything as complete, easy to use and practical as the ZOHO CRM. Thank you so much. I had the system setup in 1 week. Good job and we will be growing with you! Jeffrey S. Wade Leviticus Corporation JEFFREY WADE
BUG ERROR
On two of our campaigns using web-to-lead, about 50% of the time, when hitting submit on the web to lead form, the landing is page IN NOT what we have in the HTML but it goes to the ZOHO hoime page. Can we fix this? The other campaign this happens on is patti@triggertouch.com Also, when will text areas be supported in web to lead froms? Please advise Thanks, Jonathan 209.505.0708 Medical Link
Web-To-lead Error in Landing Page
On two of our campaigns using web-to-lead, about 50% of the time, when hitting submit on the web to lead form, the landing is page IN NOT what we have in the HTML but it goes to the ZOHO hoime page. Can we fix this? The other campaign this happens on is patti@triggertouch.com Also, when will text areas be supported in web to lead froms? Please advise Thanks, Jonathan 209.505.0708 Medical Link
Inheritance of selected cotact/account into ext step, i.e. C
Issue: Selected information account/contact in account/contact-view cannot be forwarded to next view, leading to user having to select the contact/account agin in next view (e.g. Opportunity or case view) Suggested improvement: Selecting (ticking) a contact or account in account/conact-view should allow this iformation to be forwarded (remembered) for the next view, and would allow user to NOT having to select the contact details again. runebakken
Improvement suggestion, ZOHO, CRM, 20060928-001
Cause/Background: Displaying all contacts/accounts on one page desirable Suggested improvement: Drop down "records per page" choice to include "all" in addition to 10-20-30-40-50 Best regards; Rune Rune Bakken
Please contact
Please contact JEFF GAMMON at jeff.gammon@amplifon.com Kevin St Clergy
Today + Overdue View
I really like this view...now if only I could customize it to add columns and filter it...it would be great! I tried to do this with a custom view in Activities, but you can show both the potentials and the leads columns like this view does. Patrick McPherson
on premise solution
I have 10 outside sales reps who are struggling with the online solution, is it possible to switch to the offline solution and have some online and some offline? Kevin St Clergy
on premise solution
i am having trouble installing the on premise solution for outlook because I dont use a server, is it possible to use it without a server? Kevin St Clergy
Problems in submiting quote, invoices, orders
Hello there, I faced a problem when I tried to submit quote when I put cubic meters as for *Qty in format like X,XXX or X.XXX. Calculations are all right, but when I put save button it tells me "Please enter a valid Qty". What can be done here? Thank you!
Again, while customizing the \'Edit Page Layout\' under REIN
Hi ZOHO CRM Support, Again, while customizing the 'Edit Page Layout' under REINO Employee Settings (previously Account Settings) I got the ff. error message: ZOHO crm - Error: Customize Page Layout: REINO Employees Then, I'm not able to save the settings. I noticed that there are two Sections with the same name (e.g. Employment History). PLease resolved the above issues. Thanks again, Jj reinoit reinoit
Any updates on my previous request?
Any updates on my previous request? reinoit
Importing Contacts from Outlook
I am trying to import Contacts from Microsoft Outlook 2003. Using the raw CSV export from Outlook fails. Saving that CSV as XLS fails, too. Alert advises me to ensure that I am using a proper XLS or CSV format and that my file contains no controls such as combo boxes. I have made multiple atempts to clean up the files - eliminating columns and the like. This seems to help. Under XLS only, I am able to get to the point where I can proceed through field mappings and sometimes even get a warning about
Multiple opportunities
A feature you might want to consider is the ability to create multiple opportunities very quickly by ticking multiple accounts and then creating an opportunity for each of those accounts, without having to manually create each one. philip
HOME PAGE CUSTOMIZATION
Can you cange what appears on the home page? THX, Al Al Alvares
Storage Meter
It would be great if there was an admistrative tool that showed how much storage space our company was using. Patrick McPherson
Web to Lead
I am trying zoho CRM, and was trying to activate the web to lead funcionality but the menu is greyed out. Is this funcionality disabled for the trial version? Regards, Filipe fmachaz
Cannot delete leads
Hi, Am using ZoHo CRM with Internet Explorer 7 and am finding that I cannot delete leads. In the leads list I cross off the leads I want to delete and them press 'Delete'. The little rotating circle appears at the top, but doesn't stop and the leads are not deleted. Appreciate any help. By the way: ZoHo CRM is really great. Good job !! Zach
Profits & Lost Info - Sales Report
Hello, So far things look good. Where would I go to print out my numbers on all sales generated for time period. As well as a report of inventory remaining in dollar amount? Something I can print out like an ACCESS database to take straight to the CPA. Thanks, CJ www.WontBeDenied.com
Events
I am trying to schedule an recurring event for all of the users in ZOHO. Can I create recurring events and invite ZOHO users?? THX, Al Al Alvares
Viewing Other Users Records
There is an option in the setup under the roles that allows one of the following: 1. Everyone can view/edit all users data. 2. Admin only can view/edit all users data. Others can only view/edit their data alone. Can you allow another user to only view anothers records? THX, Al Al Alvares
EMAIL
I just setup the Outlook Edition for ZOHO CRM. It works quite well but when I send an email from the contact field it does not make a record of it in the contacts record/hoistory. Do I need to go to my sent mail in ZOHO and add the email manually? THX, Al Al Alvares
ZOHO crm - Error: Customize Page Layout: Employees
Hi ZOHO CRM Support, While customizing the 'Edit Page Layout' under Employee Settings (previously Account Settings) I got the ff. error message: ZOHO crm - Error: Customize Page Layout: Employees Then, I'm not ablt to save the settings. I noticed that there are two Sections with the same name (e.g. UAE Address). PLease resolved the above issues. Thanks Jj reinoit
Web to Lead grayed out
When I go to the "Lead Settings" from the "Setup" menu, three options are grayed out: Assignment Rules, Web to Lead, and Approve Web Leads. How do I access them? Thanks. walter.reade
Can Zoho-CRM be made SOHO friendly...?
I am just starting with Zoho... congratulations on your product... am trying to see if I can adopt it in my SOHO business... I trust that most of the functionality in Zoho-CRM, with a little bit of work, can be made as in SugarCRM... and... if Zoho-CRM would include the basic function of receiving and recording Payments against Invoiced Accounts... and paying Vendos against the issued POs... we would have a very simple way of tracking the coming in, and out, dollars... hope this could be graphed
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