History of tasks and events for an entity
I could not view the history of past events or closed tasks for an entity. Regards, Meera
Scheudule Maintenance Notification on April 18th
Hi, We would like to inform you that Zoho CRM - On Demand service will be updated on Tuesday April 19th 2006, between 10.00 AM IST ( GMT+5.30 ) to 07.00 PM IST. During this period, Zoho CRM Service will not be available. We regret the inconvenience caused to your business due to the service unavailability. Thank you very much for your understanding. With Best Regards, ZohoCRM.
CRM
how crm works. where can i get full demo on crm
How do I remove sub-tabs?
How do I remove the subtabs? Not the tabs at the top, but what appears below. Here is a cut and paste: New Advertiser | New Task | New Event | New PriceBook | New New | Recycle Bin
The user name already exists.Try again!
I keep getting this error during the initial setup wizard. Am I missing something?
Date Display for notes and attachments
Hi When i add a note or attachment to a potential is there any way of having the date it as added displayed? Thnaks
Changing the Entity owner while creation
Hi, I am using the ZohoCRM service for the past 2 months. Currently there is no provision to change the Entity owner while creation. I need to create the record and then change the owner, which is tedious for me. Regards, Zippy
Potential Amount Field to be specified.
Hi, The Potential Amount field can be included in the page(Lead Conversion) when you are converting the Lead. Thanks and regards, Billsama
Mass change option for combo filelds
Hi, There is provision for changing Lead Status for many records using MassChangeStatus link. Why don't you provide that bulk edit option for other combo fields . zippy
Tab renaming
Hi, I renamed account tab to company.It is not reflectd in reports and dashboards .
Default Home Page
Hi, I want to have Dashboard as my home page whenever i login into your service. I don't see any option to do so.
provision for login
Hi, I forgot the password to login. I also forgot the answer for the secret question.my mail also got deleted. How can I login to my account in ZohoCRM Service? Mavrick
Horizontal bar navigation
Hi, Horizontal scrollbar is there in home page and reports pages. Sometimes I feel, it is difficult for me to navigate. Can you restrict the horizontal scroll number. smith.
Dashboards
Hi, I had seen variety of your charts.You have provided option to customize charts. My question is how to hide particular Dashboards( ...like Revenue related charts.....) from standard users.
Changing the default local time
Hi, i need to set some other Country timings as default instead of local time in world clock. zippy.
Provision for adding new combo values
Hi, Is there any provision to add new Combo values for Activities. Also i need to add new combo values without going to setup page. its a tedious one. Regards, Mavrick
Custmising for a specific busines
Hi, Wi-Surf is a rapidly growing WISP based in the Costa Blanca Region of Spain. We are currently operating over 20 individual locations with end customers over the 300 mark, with current capacity up to c1000 (expected to be achieved by cFeb/Mar 2006 on current network). We are also opening new locations on an on-going basis throughout the region. We are looking for a CRM solution and are interested in how customisable you systemis. For our business, we require some pretty specific "account details"
Schedule Report option
Would be nice, if there is a button (Schedule Report) in the report page itself. Thanks John
Zoho and Java
Hi Its just excitement, but I am wanting to evaluate Zoho CRM as quickly as possible. I am currently looking at SugarCRM, vTiger and Zoho, with a view to delivering a large CRM project with Open Source. Does the Zoho product run within a Java session? and is it the same code as vTiger or has there been a lot of porting done? The forums here seem a little *quite* and I am curious, is this just because things are new, or are most of thee developer community on their holidays, you never know Any feedback
vTiger and modules
hi I am trying find out if your campaign module, and any other commercially available modules are compatible with vTiger. It look sas though you are using the recent release of vTiger as your core application engine. I am happy to purchase and /or acknowledge any community contributions under the appropriate OS license... Can you let me know. Thanks Graham
Month based reports
Hello, I want to have a Potentials Report on monthly basis. I could not create it as there is no option! Regards Nancy
Case generation modes
Hi, I am evaluating your service for about a week. There are modules like cases, solutions, etc., If my clients want to post their issues directly from their mail client or through some other mean, so that will get into the system as a case, do you have anything like this in this update ? --- nanty
Update2 on ZohoCRM Beta
Dear all, We are happy to announce that we have done the Update2 over our ZohoCRM Beta service with the following features. 1. Mass Emailing Email your leads and contacts using the customer based email templates which can be used for the email campaigning. 2. Products and Pricebooks Managing organization-wide products catalogs. Adding pricebooks to products and associating various entities to the products can be done. 3. Cases and Solutions Tracking customer issues, feedbacks and provide solutions
Easy Navigation required
Hi, There is no provision to view the details of the entities one after the other.If i want to view the next entity i have to go to the particular menu and then select the next entity,which is a complex process when the list is huge. Thanks and Regards, Billsama
Email templates & campaigns
How are the email templates used? I do not see how one can use an email template to send to leads, prospects, accounts, etc? Also, on the campaigns, is there a way to set up an external mailbox that ZOHO CRM can check for sales inquiries? (sort of the way ServiceDesk checks for requests). I'd like to use marketing sources to get leads directly into the system. Preferably, I'd like them to come via emails sent to "sales@company.com". The leads would go into an unassigned lead farm.
Contact synchronisation & customization
Hello, I was just checking your tool and I have 2 questions: *) Is the contact database synchronized between Zoho Virtual Office and Zoho CRM? I'm asking this because at our office we are using Maximizer at the moment and this feature is very useful. *) Can the interface of both tools be localized? Thanks, Franck
Print Preview of Dashboard on Firefox
I noticed that dashboard print preview works on IE, but the graphs and charts don't show up in print preview in Firefox (on XP). Any specific reason? Sridhar
Announcing ZohoCRM - On Demand CRM Beta release
Dear all, We are pleased to announce the release of ZohoCRM Beta, an On-Demand Customer Relationship Management service. The service is available 24 X 7 with 99.96 percent availability. The key features of this release are : - End-to-end Sales Force Automation. - Work flow rules-based notifications - Interactive customizable Dashboards & Reports - User Interface Customization - Report Schedulers - Import Tools For more information visit http://www.zoho.com To have a look at our online demo visit