Mass emails
Do you have any tools available for incorporating html and graphics into mass emails? Thanks. Rob Mathewson
Notes merge?
I have a bunch of notes on an excel spreadsheet for all of my accounts and potentials. Is there a way to merge my notes into your system without having to copy and paste each note to the correct account? Spencer Cone
shared users
Hi, Could I share this with one other person in my company, so we are working off of the same information? jamynigri
Importing Contacts
I can not get the CRM to import my contacts. I does everything up to actually importing the data and it gets stuck. Nothing imports. I was able to import the data on the on premise version but the On demand version would allow it. Whats up with this? anyone else having trouble? I have imported Products with no problems. Any advice would be great...I am killing myself, 4 hours of trying and I am getting frustrated as hell. James
MERGING LEADS WITH TEAM
Hello, I was working with Katie.stevens@amplifon.com trying to teach her to merge leads. I can successfully do it through my sign on system, but when I sign on to her system with her password, it does not complete the merge, it comes up as a blank screen. Kevin St Clergy
Add Account Name in Case View
Can the Account Name be shown in the Case View? It's nice to know what Account (customer) a case is associated with when viewing the list. Gary Ownsby
Read Only Access
Is it possible to create a user that can have read only access, or that can only run a few reports? David Bosomworth
Mergeing
I am trying to merge duplicates in Leads and when I select the duplicate accounts I want to merge it goes to a blank screen. What do I do? Thanks Katie Stevens
importing .csv files
I am using files that I have commonly exported/imported in the past without luck. what could I be doing incorrectly? jamynigri
Deleting Calendar Entries
When I would like to delete something from my calendar and it say's "Insufficient Privileges to perform this operation. Contact your Administrator." Who do I need to contact to get that changed? Jordan Burch
Customizing Invoice layout
Is it possible to change the layout of the PDF layout [Print Preview]? Thijs Elenbaas
question
Hello, can someone please contact me. we are interested in purchasing the CRM. I have some pricing questions. thanks~ Mackenzie 650 513-8914 mackenzie keller
Document Numbers
The numbers of documents (Quotes & Invoices) generated sequentially are not incremented by one unit but increased by of more than one unit, at random What to do? Alfredo Poluzzi
Email Templates
When I create an email template, the formatting looks fine. When I send it to a recipient using the mass email option, the entire message is placed on one line. Here is what happens: Template: Dear Bob: Thank you for your interest in our new products. We think you will find them to be just what you need. Sincerely, Bob Actual Email: Dear Bob: Thank you for your interest in our new products. We think you will find them to be just what you need.Sincerely, Bob Any idea why the paragraphs are not being
Quote format
The quotes are not being formatted correctly. If I prepare a quote, everything looks fine, but when the quote is created, normal currency amounts such as $425.00 appear as $425.0 so the second decimal place is missing if the amount ends in zero. Also, the quote reference number cannot be modified and is too large a number. Also, the graphis (the ovals around the categories such as Valid Till) are not smooth, but appear jagged. Can we just eliminate those and replace them with an underline? Bob Leeds
usage
is there any way to get a report on how much a certain user is accessing the zoho system? Thanks. Kevin St Clergy
task and event subject
is there anyway to edit the list of different subject that are pre-set in a task or event? Kevin St Clergy
Potentials
I had a question from my team that I need some help with. If a potential is in their first stage (for us that would be initial appointment / needs analysis) and they cancel their appointment, is there any way to have them revert back to a lead or is there a better way to handle this? Kevin St Clergy
Feature Request
It would be nice to assign tasks and events to multiple users at the same time. Kevin St Clergy
Home Page Funnel
When I have changed and updated some potentials for my team, the graph does not update itself automatically, neither does the actual report. How do I make the system run the report again or automatically? Kevin St Clergy
How to submit data from a form to ZOHO crm
We filled out some forms with details (the forms are either in HTML or PDF format). Now when we press on the submit button located at the bottom of the forms, we want that only 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 ?
Importing Contacts
I was able to import contacts no problem in the On premises version but have not been able to successfully import them in the On Demand version. I get to the last step after mapping the fields and the whole thing hangs up. I have tried for hours to do this to no avail. Let me know what I can do. The contact aspect should be the easy part. I was able to import my products though. James James Taylor
Window resizer not work
I can resize a window by grabbing the frame and dragging horizontally or vertically. If I try to use the lower right corner resizer, the window does not respond. Bob Leeds
Saving New Events is not working
When I try to save a New Event, I get a page not found error. James Washok
Make it easier
When using your software, we need to enter the same information several times under the different tabs. (e.g.- When you add an account, we have to enter the same details we entered earlier under contacts such as name, address, etc.). This software will be much more user friendy if we could import the address, contact details, etc from "Contacts" to all the other Tabs (e.g. leads, quotes, potentials, accounts, etc) Thanks, Lalith. LalithG
data back up
How can I get back ups of our data? Thanks, Mark Mark Anderson
Thousands of duplicates
I've been trying to upload a database. The first 6 times I tried, it "appeared" that everything worked fine, but after the data was uploaded, it kept indicating that 0 entries were added. On the 7th try, it uploaded the db BUT, it duplicated each account dozens of times, so now I have more than 100,000 accounts listed. So I guess I have 2 problems... 1) Why wouldn't my db upload properly? I followed the instructions but it kept telling me that 0 entries were added. 2) How do I delete all of these
URGENT: WEB TO LEAD
Approximately 11:30 - 1pm pm PST when we filled out the web to lead form here: ttp://triggertouch.com/bc When we hit save it takes us the the ZOHO log-in page. This is wronmg. After 1:00 pm it went back to normal? Why did this happen? Were you doing something with the servers? Thanks Jonathan Mason 209.505.0708 bc
TEXT AREA in WEB TO LEAD
Is ther any way to use a TEXT AREA in WEB TO LEAD. Other fileds works but when I try to use a text area for a custom field like "Telemarketer Comments" it does NOT appear as an option. Please advise. Thanks Jonathan 209 505 0708 bc
install works, however, can't start
Hi, I downloaded the product the other day and I tried to do an install of the free version. The install completes with no apparent error messages. However, when I change to the directory and try to run run.sh I eventually get the following error message: Trying to start PostgresSQL server failed This machine does have a version of postgres installed from when the machine was installed. It is a fedora core4 box. I have tried installing it as both a regular user and as a root user and get the same
sales manager view?
Is it possible to set up the CRM so it offers a different view to the Sales Manager than to individuals in the system? I'd like to be able to view the individual funnel of each of the sales people on my sales team. If this is not possible, I may not be able to recommend using Zoho to my company. andrea
Lead Import
The current limits need to be expanded. 1000 records are not big enough. Melvin Ram
Outlook Edition
Outlook Edition is not clickable in my version. How can I enable it? Ryan Jenkins
Lead Import Not Working
I am trying to import leads into the system and it's not working.?? Melvin Ram
POtentials contact name comes up as a number
On the potentials section, the contact name I allocate comes up as a number on the List view. Can this be fixed? bercap
Suggestion
Include a tool in Account:Industry to copy values from Leads:Industry. Ryan Jenkins
printing
How can I create custom print for quote and Invoices I like to add some fields like our Comapny name and address Thanks Ladislav lighting.consultant
company \"letter head\"
Hi there, how can I add to qoutes company letter head thanks Ladislav lighting.consultant
wORKING aGAIN
HTML EDITOR REPSONDING AGAIN. Strange. Thanks jmason
E-Mail Template Builder Not Working
Using IE (latest) whne trying to change font, color or size, E-Mail Template WYSIwyg Editor not changing anything. Ignores new edit request. Thanks JOnathan jmason
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