Problem Email, etc
Hello I have a Free acc CRM. I was trying ZOHO Business and I insert a new app CRM ZOHO. After that, I Cant send Emails from CRM any more, The language was Portuguese and become english. I cant make changes to the language. Can anyone help me? Thx Mauro Gold
Zoho putting line breaks after emails in Workflow Alerts
At the moment, after you create a workflow alert if you have multiple emails. such as example1@company.com,example2@company.com,example3@company.com,example4@company.com This will work fine, but as soon as you create it it'll change that field to display the emails as such; example1@company.com, example2@company.com, example3@company.com, example4@company.com The workflow alert still works fine, but if you ever want to edit the alert in future you will be presented with this generic error; "Insufficient
Column Sort Order
When clicking on a column, can it be made to sort arrow down first? When sorting by PO Number or date for example, it sorts oldest to newest. Sort newest to oldest on first click please.
Contact Info Parsing - Cut/Paste or Plugin direct to Zoho
I can spend a lot of time importing or making new leads. It would be cool if I could copy a big email signature or web page content with contact info and paste into a form and Zoho automatically detects name/email etc. and makes a lead record. Similar to how ContactCopy works.
Editing the title of section in Tasks : Edit Page Layout
When editing the title of a section, it changes the title of the section ABOVE it and not the one you are actually editing. Just now, in order to rename the title of the LAST section, I had to create a dummy section below the last section, rename that, and then delete it.
emails
Hi, I've a question about mass mailing. If I have duplicated contacts with same name, same address and same mail. Will Zoho send two emails to this contact or one? Thanks, Judith
Is there a way to create a "pop up" window in creator permalink?
For people visiting the permalink address to one of my zoho forms, can I create a pop up window either automatically or when they click on a particular field? Thanks in advance for your help!
Custom Activities View | "My" Todays Activities and Past Due
Maybe I am missing something, I can't figure out how to create a view. We need a custom View for each sales representative that shows only their activities for the current day AND past due. I understand that a Global "MY CUSTOM VIEW" is not possible so I would create duplicates for each user.
Complex formula field!
I know some of you guys love this sort of thing! Basically I want to create a field which will look at another field - Accommodation Rating - and look up the weekly rate for any of the 5 values in Accommodation Rating. Do I have to store the weekly rates in a different field somewhere else? I took a look at Lookup fields, but they only work if the information is in a different module altogether? Please let me know if anyone has any advice Thanks!
creating custom chk boxes: can't add more than one per sessi
http://www.crm.zoho.com/crm/CreateCustomField.do creating custom chk boxes: can't add more than one per session? I've been trying to create new chk boxes but the UI always returns me to http://www.crm.zoho.com/crm/CreateCustomField.do with my last data field entry which is not the usual behavior. Please advise. Dennis dgd
Search Bar not working in Activities Tab
It works in the Leads Tab however.
Sales order being counted twice.
I've attached a picture above of the problem we're having. We have a sales order with 2 products. The sales order total is £19,575.00 and this displays fine on the sale order. When I go to the dashboard or report however - it's counted twice. at a total of £39,150.00 for some reason. Can anyone tell me why this is happening? While I'm here - I'd like to request again that the functionality to be able to add custom fields to sales orders
migrate data from crm is greyed out
i have transferred to the 15 day free trial of enterprise from free - the migrate data choice is greyed out - is there a solution as i need to import events i saw in late 2009 that migrate was a problem is this still the case?
Search an account
When I try to search an account I: 1. Click the Accounts tab. 2. Type in the textbox 3. Click go I always recieve the same error msg :"unable to process your request" How do I solve this?
zoho CRM - how to combine marketing campaign a list of leads selected?
how to combine marketing campaign a list of leads selected? seems that it is not possible with the free version this is true? which version is available feature?
Bug in Potentials module and forcasting module.
If I convert a lead to an account and create a potential - then the potential name is pre-populated with <account name>-. If I create a potential from an account the account name is not populated. The problem with this is that if you go to the forcasting screen, because that does not display account name and only potential name - you end up with some potentials (lead converts) with xyzcompany-<descriiption of potential> and some with <description of potential> only. This means that this screen is
Can't Figure Out How to get Sales Oders and Zoho Invoice to work Correctly
Here's our Scenario: We provide software consulting services to large companies. Often, we will have 5-10 different SOW's (statement of Work) in force for a particular company. Each SOW typically has a budgeted value and we bill against these SOW's in Milestone or Billable Hours. I want to set-up a "sales order" for each SOW that will be used by Zoho Invoice that automatically used the specific SOW information and contact name. It would be awesome if Zoho Invoice could tell me how much un-billed
Having trouble understanding multiple users on Free Zoho CRM account
I have a small organization with 2 users (myself and one external sales person). I thought I'd try out Zoho CRM and so far I like what I see. But I'm having a really hard time understanding the whole multiple user model. I'm hoping someone here could just explain it a bit better than the Wiki/Online help (which really doesn't explain anything other than how the screens look). What I have done is create one Zoho account for me. I have put a few leads, accounts, potentials in there. Now I want
ZohoCRM- Copy Customization available with Free Version?
Zoho.com lists Copy Customization as a listed Administration feature. I've created a new free account and I have added a second user. Copy Customization is not in view under Admin Settings. Is Copy Customization available with a free ZohoCRM account? JP
Print Leads seperatly
I have created a specific lead view using criteria - 1000 records down to 10 I require based on criteria. Now I have my 10 leads I need to print one per page to give to my call associates to call and make notes HOW?
getSearchRecordsByPDC case-sensitive inconsistencies
is there any particular reason why searchColumn *is* case-sensitive but selectColumns is not? (note: other methods also have this problem, but this one is the most recent for me and has thus prompted the idea) i suggest: a) make everything not case-sensitive; -or- b) document what is case-sensitive and what is not case-sensitive. thanks for your consideration! cheers, -e
response time to bugs is UNACCEPTABLE
is anyone else out there incredibly frustrated with the piss-poor response times to bugs and issues? my client is beyond upset ... not only am i billing him to recode the implementation to comply with these new API methods (and i am the second developer he has retained for this project, so this is the third time he's paying for a ZohoCRM implementation) ... but when i open tickets on friday/monday and here it is wednesday with ****ZERO**** response, i just don't know what to tell him ... frankly,
update insertRecords documentation with example demonstrating Product Details
please provide an example of inserting a quote or invoice record, including the sub-section for Product Details. there is confusion on format, required fields, etc. also (mentioned on another ticket), it seems as if insertRecords does not work with newFormat=1 if there is a Product Details sub-section included in the XML. cheers, -e
Help Understanding the Plugin
We are new to Zoho CRM and the Outlook Plugin. Currently a couple of us are testing the system and having some trouble understanding it. I have uploaded some of our database to Zoho CRM. I can sych using Outlook. One other person has an empty Outlook Contact file. He is trying to download what I have uploaded from Zoho to his Outlook contact file. Nothing happens. It says there are no changes. He has tried switching between Outlook Rules and Zoho rules but gets the same result. Any ideas?
When syncing with Outlook plugin, how do I sync the same contacts with multiple users?
All the contacts in our Zoho CRM database were created by user X. When I log in as user Y using the Outlook plugin and sync contacts, it reports that there are no contacts to sync. When I log in as user X, it happily syncs all the contacts. How do I sync all the contacts with all the users? Thanks!
window is opening inside itself (screen shot attached)
This happens in Firefox, Chrome, and IE.
Contacts not saving-to accounts
Hi all, We are having a bit of an issue with the add contact function of the account details page. Upon adding a contact and clicking save, the page navigates back to the account details and scrolls to a red arrow. the problem is that the red arrow points towards a still-empty box where the contact should be! Any help is much appreciated! Cheers
Outlook plug unable to handle email addresses with ' in address
On first sync I got the following error message. Isolated the issue down to email address in Outlook having either 's around the email address or within the email address. This needs to be fixed.
Need help formatting Date output in templates
I am working on a customized template for creating quotes. I have 98% of the process done correctly, but I am running into a wall formatting the date properly. The way our version of Zoho works all of he dates are expressed as MM/DD/YYYY. This is fine for the data entry, but when I create a document I want it to show the date as Month, DD YYYY - For Example - January 5, 2010. How can I do this?
Need Help formatting Line Breaks in Addresses when creating Templates
I am creating a quote template and I have 98% of the formatting complete. A problem I am running into is how to handle he spacing between lines in the formal Address Area of the document. I want there to be no extra space between the lines - just like you see within the paragraphs here when they exceed a single line. Instead, every time I hit the enter/return key to place the Street address or city, State Postal Code on a separate line it creates a double line space. Is there are way to avoid this?
contact mismatch in Quote using insertRecord
we have two contacts named Bob Smith, so two different ContactIds ... each contact is assigned to a different Account, so two different AccountIds ... when i insert a new Quote record and supply the AccountId, Account Name, and Contact Name, i end up with a Quote record that sometimes has the incorrect ContactId associated ... apparently ZohoCRM API is just grabbing the first ContactId that matches the Contact Name supplied, even if it is not associated with the appropriate AccountId that i am specifying.
Import from Access database
I am attempting to import my customer database from Microsoft Access into Zoho CRM. I want to bring in both the company name and the contacts and have them associated of course. When using the migration tool it asks me to choose which module to import to, either contacts or Accounts. How can I get the contacts to be identified with the Accounts.
E-mail address validation too strict
I cannot add an email address in the following format: Bob.R.Smith.-ND@company.com The CRM validation rejects the .-ND part of the e-mail address with the error, "Please enter a valid email." But it IS a valid address. Can this be fixed quickly please? We have a large list of contacts from a client company that uses this format. Taylor S. Client Service Manager
New Features
There are so many posts on what people are looking for in Zoho CRM to be released. Ive listed some below but wondered if ZOHO could give us all an update on these progresses instead of its coming. Maybe are they coming 1st qtr, 2nd, 3rd, etc? -Blackberry/Iphone Moblie CRM Access -Email Templates- Being able to create your own HTML with images and stuff rather than using source codes.Making your templates more editable and have headers/footers, etc like salesforce does. -Calendar within CRM -Call
Reinvitation cannot be sent as users selected are already added in some other crm account
One month ago, I added a user to Zoho CRM. Because of a mail problem, she couldn't accept the invitation. Now, I tried to Re-Invite her, but I get this error: "Reinvitation cannot be sent as users selected are already added in some other CRM account". How can I solve this problem?
CRM Trial Enterprise Edition with no Field Updates
My trial edition says that it is the Enterprise Edition yet I cannot do Field Updates on Workflow. I am wanting to do a complete evaluation of the Enterprise Edition. Can someone help me?
Creating Custom Quote Form
Recently switched from salesforce crm to zoho. Need some advice with setting up a simple quote form. We are an industrial supply company with the majority of the products that we sell not suitable for entering into a price list. Currently we do quotes using and MS Excel template that has QTY - Description - Unit Price and Total. The description could be completely different for each quote depending on the customer. The purpose for using zoho is really to manage our customer list. Not concerned about
Is it possible to embed Graphics in Inventory templates?
I am creating a customized Quote template and I want it to include our company header and footer. Currently the only Image I am able to embed in the template is the tiny logo we use here in Zoho to customize our copy of the system. Does anyone know of any method for embedding a graphic inside the output document?
Email Template Tutorial
Is there a tutorial or manual of some sort to explain email template creation? Paul
Email templates not accessible for all accounts
Hi, I create several templates folders and email templates according our needs. I checked and both of them are fully accessible for all accounts. However, one of the accounts can not see the templates, only can see the folders (but they remains empty). Even I tried to create a template with the affected account but the issue persist. Does you have any idea why is this happened? Thanks,
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