Invoice numbers need to be shorter
Is there any way to get the automatically generated invoice numbers to start back at a more manageable number and not a 17 number beast? I know I can create a new field with the autonumber datatype starting at whatever i want, but i want to know if it is possible what is available by default. Thank you.
Customize "List Price" Naming convention
Is it possible to customize the naming convention of "list price", which appears in Quotes, Sales Orders, Invoices, ect? For eg, could you change to reflect just "price", or company initials like "BM Price". The concern is how "list price" appears to some people...like it's the highest price! Thanks, david Batipi / Zoho CRM Partner
Field Sales
I am using ZOHO CRM at the moment and I haven’t really felt the benefit. I don't think that I’m not really using it to its full potential as the layouts need to be customised which I found it difficult to do. Has anyone got any tips and layout suggestions for field sales reps, who is meets customers face to face, cold calls and follows-up on a day to day basis. Also is it possible to create a dedicated phone call planner and organiser as a "tab" with new "phone task" that can be created directly
How can I veiw a 2nd account
I have set up 2 different accounts each with thier own username and log in. One is the administrator and other as a standard account. Using IE7 I log in as the administrator and then start FireFox and log in as the 2nd user. As administrator I want to see the contacts and accounts in the other users CRM. For some reason I just can't figure out how to do that. Can anyone help? If so please contact h_rubin@yahoo.com Thanks, hr
Selective Task Synchronization
We need to be able to also choose only open tasks and also a task date range when we sync tasks with outlook. User with thousands of completed tasks (I would assume) would only want to sync open (incomplete) tasks and may incomplete tasks over the next 90 days, thanks.
Same 17 appointments always get added to Outlook
I use to sync only Zoho categories with Outlook and now have changed it to all appointments/events and now whenever I synch I always get the same message 17 Additions to Outlook from Zoho but the appointments are already in outlook and they do not get added, as there is still only one instance of the 17 appointments i.e. no duplicates Why is it still prompting me to add the 17 appointments and I save and accept then the sync completes. There must be a bug here, please advise, thanks.
Security issue - session not bound to ip address
I login into Zoho. Then I configure to use proxy (so that my IP changes). And amazingly Zoho does not detect IP change! That means session is not bound to ip address. How can it be misused? Anybody in the middle can sniff HTTP data and start unauthorized parallel session. It's unusual practice not to bind session to ip. Please advise.
Approve lead in lead screen
Hello dear Zoho team! It would be a very useful feature to be able to approve lead (created by form2lead) in lead screen. Not in leads list waiting for approval but from lead details screen. Please see screenshot. Because now I have to open leads in separate windows, remeber lead name, go back to leads list and there check. It would be nice to work in one window and use your cool pagination!
New bug found at Inventory Templates
How to reproduce this bug: 1. Create a new Purchase Order. 2. Fill the PO with any dummy data but most important make sure you select a CONTACT in the look-up field, which has a phone and/or mobile phone number. Also choose a SUPPLIER that has a phone number. 3. Ok, now create a new PO Template at "Inventory Templates". Copy and paste the following: ${Contacts.First Name} ${Contacts.Phone} ${Contacts.Mobile} ${Vendors.Phone} 4. Save and go back to the dummy Purchase Order you just created. Click
Mutiple Pick Lists
When we choose to Mass Update contacts and choose a field (in our case Marketing Lists which is a Multi Select field) then we want to mass update to add other contacts to add a value for example "mortgage news" the update works fine. The problem is that all other values are removed from our clients and only the one new value we have chosen remains. So for example our client was already on a marketing list of "Insurance News" and "Mail Blast" then we use mass update to add "Mortgage News" the "Insurance
Quote a Lead - No Conversion
I've been digging into hosted CRM for about 4 months now and am searching for help. Maybe someone can enlighten me. I find no need for potentials because we would rather go directly to presenting a quote. Pipeline data would be drawn from the quotes. Is this silly? Kevin
Broken tax calculation for CRM quotes
I came across a broken tax calculation when preparing a quote. See attached screen shot. The calculation is as follows: Quote total = 54350 Discount 40% of the total = 21740 Taxable total = 54350 - 21740 = 32610 however in the tax calculation popup Zoho shows 21910, which is obviously incorrect. Please take a look and resolve this As Soon As Possible. Sending quotes with incorrect math is a sure way to loose clients. For everybody...
When will email be available in the CRM application.
I was just about to get started with Zoho when I took a look at the forums and was shocked to find that there is no email client in Zoho. Can someone please let me know a workable timeframe as to when this might be implemented? Deal breaker right here. Thanks, Terry.
foto
is it possible to store (and show) a picture of a product and show it on CRM..?
Google Analytics Tracking
Is there any way to track Google Analytics w/in zoho? Example....instead of going to analytics.google.com to look up all the data on my clients sites, I just go to the client page in Zoho and view the information from there....I guess some sort of a plugin would be needed to have the 2 systems talk, but this would help us immensely. Thanks!
Web2Lead and Google Analytics
http://www.epikone.com/blog/2007/10/29/integrating-google-analytics-with-a-crm/ "When we talk about integrating Google Analytics with a CRM we’re talking about pulling information about the visitor’s originating source and sending it to a CRM system. We’re not going to pull the visitor’s entire history, just where they came from and attach it to other information that they enter into a form." Has anyone been able to accomplish this? Kevin
Remove products from contacts
I have associated the wrong product with a contact. How do I remove the product from the contact without deleting the contact
Search only displays one person
I am using the Outlook plug in and when I try and add an email to a contact and search for the last name of a person it only brings up one person e.g. a single result and I am not able to display more than once person to add the email to, which btw is not the person I am searching for but the person that is displayed does have the same last name. Is this a known issue? or am I missing something here?
Product sales reports
Hi everyone, I use Zoho CRM to track product sales. I have 15 different SKU's and want to run a report that tells me the totals of each SKU that has sold to date. Can someone assist? Thanks!
Web To Lead redirects to Zoho home page intermittently
I have a user who, when they complete the web 2 lead form, inexplicably gets redirected to the zohocrm home page, then if they click back, and resubmit, the redirection occurs properly. Any ideas?
Forecasting
Our financial year starts in July, so right now that means we're in Q3 2008, however the forcasting tool will not let me make a forecast for 2008 because it thinks it is in the past. The earliest date I can forecast for then is Q1 2009 ... i.e. July-Sep 2009. How then am I supposed to forecast Jan-Jun 2009?
Importing EXCEL file
Dear all, We just acquired a CRM platform and I have a database in an excel file. The table is simple, 10 columns (main fields) and 4000 rows. I need to know how to upload this data into CRM. Many Thanks!
expected revenue not updating
This used to work - until yesterday. When we change the pipeline stage the probability to stage percentage should recalculate the expected revenue - which it did, but now no longer ... what's going on?
Default Last Name field does not transfer to Accounts when converting
Hi. I must be missing something. When I convert a lead to an account the default field 'Last Name' does not show up on the account page.
Mass Emails
I could use some help on mass emails We have a trade show coming up and I wanted to send a template I set up inviting our database to come visit us at the trade show I created the template and began the process to email the database using ZOHO CRM What I was told by ZOHO CRM support did not work as they said it would Best case is that I que up the email and send it to all the database and because of the 250 email per day limit it would auto sends it out over a period of a few days. That was what
contact to lead
Hello how do I convert a contact into a lead. I imported my contacts from outlook into Zoho contacts and now want to move the ones that are real leads into the lead category so I can start a campaign aaronla
Lost Purchase Order Template
I tried to edit the purchase order template and when I went to save it with a new name I got this error message: [object HTMLScriptElement] and after I clicked OK it saved it. However the original template is gone and the one with the new name is now completely blank. How can I get the original template back?
3 minutes 51 seconds to sync 1 appointment into outlook
This is got to be the slowest outlook add-in I have even used or there is a technical issue here. This could be the deal killer for us moving from $alesforce. Can someone PLEASE contact me as we need to get this sorted ASAP. The whole sync process almost comes to a grinding halt, thanks.
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. I tried to use something that I have used in the past with javascript, but it doesn't work with the way the form is set up. We are getting some submissions that are not complete and we have to have this capability to ensure the forms are filled out correctly. Is there a way to do this? I don't want to have
importing accounts with contacts
I have a file that contains accounts and their contacts. How do I import this? When I use the import Accounts option, it doesn't import the respective contacts that belong to that account. When I import the contacts, it doesn't import the respective account that belongs to that contact. How do i do this?
Option to run workflow rule only once
We need certain alerts and tasks done after a Potential reached "Closed Won". The problem with having rules run when created or created/edited is that if someone edits a Potential after it has been changed to "Closed Won" it recreates the tasks and alerts again. We need to be able to choose to run this rule only once on the record, thanks. Sean.
6 hours to sync 2500 tasks
As a $alesforce user moving to zoho, I thought their outlook plugin was slow but I have just set up zoho plugin and it took 6 hours to sync 2500 tasks and then it is really slow to sync after the intial sync then the same with the calendar, i find it so slow it is almost unusable and a deterrant to commit to zoho. How do I speed up this as in its current state I cannot see any other option. Some help from soho support will be greatly appreciated, thanks.
Download all the task and all the contacts
I am trying the outlook plug-in and have a question about importing all the company contacts and not only the plug-in account owner. Is there anyway to download all the contacts even the one created by other users?? Thanks.
tax calculation in zoho CRM broken?
Hi Everyone, Quick question- Why is it when I create a new invoice, add a product with a unit price of 0, but a list price of $10.00, I'm able to calculate the correct tax percentage for my area (7%, $11.40)..... but when I add a product with a unit price greater than 0 and a list price that same $10.00, I'm unable to calculate the tax? (tax values stay at 0) anyone?
Mass emails - Change the "from email adress"
Dear friends, currently I am a free user of Zoho CRM. I would like to be a paid user because of the mass email function. But I have a few questions: 1. I login into CRM using the email GGG@gmail.com, but I would like to send out mass emails to my clients using YYY@gmail.com, without letting my clients know, that I also have the email GGG@gmail.com. 2. Is there any way to increase the attachment file storage to more than 10 MB? 3. The restriction to send out 250 emails per day is per user or per registered
Create Additional Modules
We are looking to move from $alesforce and we know that currently we cannot create new modules within ZOHO like we can with $alesforce but has anyone found a work around or maybe we could buy code to create new modules? Customizing current modules that we do not need just will not do it as we cannot control some fields and relationships like we need to. Many thanks in advance to anyone who can help Sean.
Import tasks from salesforce and assign to a user
We are trying to import tasks using Data Administration Tools and have them assigned to the correct user. The problem here is that according to your help it says we must make sure the task is assigned to a user with the correct Zoho CRM ID and we are doing this correctly on our import file but the tasks all get assigned to me and no one else, this rule does not seem to be working. The only issue I can think of here is that our Zoho CRM ID's are email addresses as they are unique and maybe your system
Security
Where is the SSL or other security certificate associated with the Zoho CRM product? If I am uploading thousands of contacts with info I want to make sure everything is safeguarded. Thanks!
How to add a maintanance support contract to a customer?
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Creating Two Prospects Tabs
We have two types of prospects: Private Client Prospects and Institutional Prospects. I'd like to create a tab for each and then customize each tab with specific information to the type of prospect. The out of the box information for the Prospects tab is a good starting point. Is there a way to basically copy the Prospects tab in the product and customize from there? Or can there be only one such tab?
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