Please add the ability to see products and their List Prices
We need to be able to generate a list which includes products and their unit price alongside any other list price we have created such as reseller, distributor, importer etc. Supporting List Price in related list, (under Tab settings), would allow us to do this. Thanks.
automatic email campaigns
Does ZOHO CRM have the ability to set up automatic email campaigns? Where you designate a lead to receive a set number of emails, a set number of days apart, automatically?
New Update to Zoho CRM
When is the next scheduled update for Zoho CRM? Can you share any expected features, specifically, will users have the ability to send and recieve email? Thanks, David Batipi / Zoho Partner http://www.batipi.com
Cannot create contact within a partner
When I try and create a contact within a Partner it will not let me do this. I can create a contact and the contact gets created but not linked to the partner. The contact gets created on its own with no other associated records.
Dashboard won't add decimal numbers
I'm not sure this is really a bug, but there no longer seems to be a help forum and I can't find the answer. We use a decimal system in order to keep track of our inventory. I am trying to set up the dashboards in order to keep track of what has been sold, but the dashboards only add the whole numbers, not the decimals, so if we have sold 3.0, 0.5 and 0.1, the dashboard total is only 3. Is there any way to get around this?
Completing a task reminder needs to be turned off
When we mark a task as complete a message always pops up about the reminder and we manually have to turn off the reminder before we can mark the task as complete. Can you please ensure that when we mark the task as complete that Zoho CRM automatically turns off the reminder, thanks.
Bug with Chrome
Using Google Chrome, I can't add a 3rd product when creating a new Purchase Order. Very strange behaviour, since the first product is added perfectly. No problems in IE, though. Any thoughts on that?
sugarcrm type advanced search
Where only leads with Lead Status X Y and/or Z can be viewed quickly.
Page Layout | Top -> Bottom | Left -> Right | Add 2 Columns Top -> Bottom
PLEASE!
When is single sign on coming?
Hi, I thought by now we would have single sign on. Is this still going to happen or is CRM going to continue being an island of information. Thanks
Quickbooks Integration?
We are considering using Zoho CRM, but need to have QB integration. I have searched other threads in the forums, it seems to be a feature that most people have ask for. Do you currently have this option and if not are there any intentions of adding QB integration and what would be the possible time line for adding it? Thanks in advance
A little help with classifications of lead, potential, contact -- workflow
Hello: My business is a law practice engaged primarily in real estate closings --- purchases and refinances, residential and commercial. Based upon our experience our business source is an individual person (could be a loan officer, real estate or other referring individual source). Our Business Source: The individual person can and does change the company he/she works for. We look to the person to provide business, not the company he/she works for at any given time. The SOURCE of our Business
Changing Adress, city etc. of account doesn't change adres, city with contact
When the adress off an account/customer changes, the changes will not take place in the adress off the contact. Is this deliberatedly or is it a fault/bug.
Stock / Inventory - Reorder
Hi, I'm trying to work out if I can generate a report of products that require reordering. There is a way to generate a list of products by supplier, but what I need is a list of products that require re-ordering? Many thanks in advance. - Stuart
Add to calendar
I noticed today a meeting link that was within an inbound email Add to My Calendar | View My Calendar Will these be linked to ZOHO CRM so that the calendar entries will be in sync?
Adding cover page section to Inventory template
I've had several requests for a cover page section where a user can write up a paragraph or two that will print out with the quote template, but on a separate page. In order to do this I need to be able to create the Cover page portion of the template, insert a page break of some sort, but also make it so that text maintains its formatting from how the user entered it into the text area. When the form is exported or printed, it should come out as two pages. I know this all possible, I'm just having
Management of Stores
I think I might have made a big error. We are a small start up that is initially approaching very small retailers to carry our products. I assumed that they started off as 'leads' that then got converted to 'accounts' once they agreed to carry our products. An issue that I have is that we don't remember every single person that we interact with. We work, in our work flow, with stores. Right now, by using Leads, Activities are centered around Last Name. Once I get a store owners name, seeing
Translating custom fields
Hi, We are starting to use Zoho, (and loving it), and have both English and French users. Is there a way of creating custom fields which show laguage dependent labels? I.e, when the user's laguage preferences are set to French show the French labels and when they are set to English show the English. The data would of course be identical in both. Thanks
HTTP Post to Leads???
Hi all I am using Email2DB to manage my emails and want to automate the inputting of leads process as much as possible. Is there a way for me to post HTTP data to Zoho? I created a web-to-lead form and used those fields for mapping, it works on the web site but I can not get the program to post to Zoho. I have attached a copy of the screen instructions from Email2DB. I am using the following at the Post to URL; http://zohocrm.com/crm/WebtoLead - I am then using my zohoID and password for
xmas 2008 wishlist - Top things needed in ZohoCRM!!!
What are the most urgent things the dev team should focus FIRST at ZohoCRM?
Account Views
Today has been horrible working with account views I am trying to clean up some accounts and creating several new views I get everything in order and save the view The I go back to edit and either add more fields or change the criteria The views disappear and I have to start all over - this has happened many times today It is inconsistent and does not happen every time One time it will work and then I try to tweak the view a bit and "Boom" it disappears and I have to start all over This is causing
More fetures needed for reporting and analytics
There are a few features that would really help drive more business too ZOHO. 1) Improved analytics....I want to be able to track when I call someone or send them and email...so I can generate a report that shows how many calls a user has placed in a day, week, month, etc. Also, it would be nice to be able to see some analytics related to leads - contacts - accounts - potentials. So that I can see on a "time line" how long it took from when the lead was entered till it became a "closed won" potential.
Task Start Date
New to Zoho CRM - there's a "Start Date" column in my All Activities view, yet when I enter a task, there is no place for me to enter a start date in the CRM. There is however, a start date field in Tasks in ZohoBusiness. Shouldn't the processes be similiar?
Quotes/Estimates
Does anyone use Quickbooks online? The estimate/quoting page works great in QB. If the Zoho CRM quotes layout functioned like that we'd use it. However, its much too complicated for our sales team so they still log into quickbooks to do a quote. I considered Zoho Invoice however its not a real time sync. Anyone in a similar situation?
Open Contact instead of Account after converting a lead.
NOTE: I must first mention that I renamed the Accounts tab "Companies" When a Lead is converted and the Company is filled in, It opens the Company record. We never view by company, always by Contact therefor when a conversion takes place we would like to go straight to the Contact. With Much Respect, Kevin
Email import Creates Contact
Hi I am not sure if this is possible. I receive emails in text format from a service that have the following fields; Name: Title: Company: Company Size: Industry Type: Address: Location: Phone number: Email: Is there a way to import the email fields I receive in Outlook into Zoho as a contact? If not, I can also obtain the information as .txt file in an email attachment, while I have been doing an manual import it is not working as we would like, I am looking for something less difficult. Any thoughts
Porting My Customizations of ZohoCRM to other users?
Is it or will it be possible to port my zoho user customizations to other business entities that have chosen Zoho? I am currently experimenting with setting up a Zoho CRM environment for a specific niche that would like to have the type of Task, Template, event and other customizations Im doing- but avoid the pain and anguish of trial and error. So for example ... if Im a Rare Widget Collector and sell them on the internet, and other Rare Widget Collectors would like to do all the same things I can
Leads
Hello, Is there a way to searialize and deseariaize the xml returned by fetching Zoho CRM lead Data Using API into data objects? -Meenu
CC: & BCC: in ZOHO CRM inbuilt email
when I send email from ZOHO inbuilt email and then go back to review it. It does not show any of the CC: or BCC: email addresses - will this be fixed when you guys go live with the ZOHO Mail and ZOHO CRM integration? Got to have this info...
Fetching and inserting data to ZoHo CRM using XML or JASON
Hi, I found a ZoHo Wiki that talks about the ZoHo CRM API ( http://zohocrm.wiki.zoho.com/Zoho-CRM-API.html ) but there are no real examples or any description of available fields etc. Is there better documentation somewhere or is this it? Thanks
Attach Documents to Emails from Zoho Docs or otherwise
When will Centralized Document Management be ready for release?
Web2Lead Confirmation Page
Is there a way to show a visitor the information they submitted on a web2lead page in the confirmation page?
Send E-Mail Templates from Account View
We've got a bunch of e-mail templates set up that we'd like to send directly from the accounts view in Zoho. This way, when we update a client's budget or product suite, we can have e-mail templates ready to go. I don't see any options for sending e-mails other than under leads. How can we make this easy to send account level e-mail templates?
Custom Url Link
Hello, I am new at Zoho and this feature may be built in but i can not find it. I am trying to create a url link in the contacts page that links to an external site with the contact id appended to the url. ${Contacts.Email} will work if ${Contacts.Id} is not available. I need to do this so i can create a custom key for that user to use our software. I come from Salesforce and they have a built in custom button/link function which made this feature easy. The only work around i have been able to figure
Qty.in Stock \ Product Info
We have no use for keeping track of inventory. I am customizing all the "inventory" templates as we are using the quotes, sales receipts, invoices, and purchase orders. I have removed the inventory portion on the products layout but how can I omit Qty.in Stock from being part the process?
How to view employees CRM
I've started a company and hired a sales person to make calls for me. I want to see what they're doing but I can't figure it out and need some help. I've set up an administrator's account and a sample users account. I can't figure out how how I can see into that' persons account and share contacts and customers. Can anyone help me??? Thanks
Sales Oder template
I have added new field to the sales order invoice = parent account name BUT it does not show up and duplicates teh standard account name ( the child) Can you help? Paul Cross
Sales Order template
I want to show the billing/shipping information for the parent company to the account name(child) as have that show up on the template too. Any ideas > how to do this and map the field to show in the template?
Sales Order mapping
I create a ship to pick list and a bill to pick list: why can I not map this to the billing info, I have many customers that I bill to eh parent but ship to the child - can I do this. I have created an extra field to show account name ( standard) and parent name
Sales Order Template
I want to change the template of the sales order to show parent company when it is printed - how do I do this?
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