New Features Updated on ZohoCRM Beta
Dear all, We are happy to announce that we have updated our ZohoCRM Beta service with the following features. 1. Campaign Management. 2. SalesForce DataMigration Tool. 3. Personal Account Support. 4. Upgrade of Personal Account to Corporate Account Support. 5. User's entire Data export Feature. 6. Customizable 3D Flash Charts. 7. Bulk Transfer and Bulk Delete Wizards. 8. Date Formatting based on user locale. 9. Imports for Tasks and Events. All your valuable feedbacks and comments were very useful
No answer yet, so hereby reposted re. status plug-in
Dear developers, As I didn't get any response yet on my earlier question (dated Aug 27!), hereby the same question again. This is a very important feature for us! What we desperately need: Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Can you please let me know when you expect this to be available? My history of postings regarding this important feature: June http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000009312
Invite a co-worker for Activity
The ability to invite a co-worker to an activity is no longer available. When will this be fixed? Or was it intentionally removed? I have posted about this a couple of times and I can't seem to find any answer, please forgive me if you have already answered this. Thanks, James
Lead Import to a Boolean field fails
I have setup several custom, boolean fields in my Lead table they are NOT "Enable by Default". It is used to indicated the product/services that we offer and that the client may be interested in and then when converted to a Potential/Contact will indicated the services we are providing and the ones that we are not. I am importing specific product leads and created a column and mapped to the field but I can not get the imported leads to show that value checked off. I have tried the following; the
Clock resetting to Afghanistan is rediculous
We can't set reminders when the clock keeps resetting back to Afghanistan. This takes a lot of the functionality of Zoho and throws it away. It is very difficult to do a presentation on the strengths of Zoho vs other CRM's when the clock in Zoho CRM keeps resetting to Afghanistan.
View for Contacts NOT recently Modified
I appreciate the "recently modified" view for contacts... We would really appreciate a view that allows us to look at contacts NOT recently modified. For example, it would be nice to be able to create a view to see contacts that have NOT been updated in the last 6 months, or maybe the last year to see who we have NOT talked to lately. Thx.
Vertical Field Change using "Tab"
I know it may seem trivial, but the option to change fields using the Tab key "vertically" instead of "horizontally" would be a great addition! Thanks.
Forecast
We wanted to streamline our process to prospect, account, quote, service order, invoice but in removing the opportunities tab (hiding it and not using it) we are no longer able to use forecast. Can we adjust our forecast tab to pull from Quotes instead of opportunity? it was a redundant step for us and needed to take it out. I appreciate the assistance. Thanks, Don
Error message while log in
I am receiving an error message each time I try to log in. It says "Error while writing log message." If I click OK the normal log in page comes up and everything seems to be working properly. This is version 6.2.5 and Outlook 2007 running on Windows XP.
mass printing bill
Hello, We believe change salesforce.com to Zoho CRM. Can you tell me if we can make mass editions of bills in Zoho CRM? Thank you. PS: is there a forum in French?
Copy and Paste HTML Templates in Email
I created a full HTML email to use in a small blast to my customers in Microsoft Expression. When I copied and pasted it to the Email Template section in setup for use, and tried to save it, it gave me the following error: => [object HTMLScriptElement] And did not save the template in Zoho? Is it allowed to copy the HTML whether raw HTML, or the visual version of the information to ZoHo? Are there plans to do this?
Contact Lookup from withing an Account showing ALL Contacts
Anyone know if this is supposed to happen? When I'm in an Account record and I want to lookup or reference an account, the lookup tables are listing all contacts for that account not just the relevant ones. This is problematic for me, because as my database grows I may only want to see related contacts to a parent account table or related quotes to a parent account table and not all quotes or all contacts. Anyone know a workaround? Seems this was designed this way "Out of the Box".
What is'Email to Record(Account, Contact and Potential)'
Hi; On the 'Convert Lead' Screen , what does the checkbox 'Email to Record(Account, Contact and Potential)' Owner mean/do? Thank you very much, Frank
calendar and sales calls and adresses
We need the ability to print out appointment times and contact information. For example: We have sales calls in X region. We need the ability to print Z information about Y contact: address; phone number; secretary name; notes etc. How do we do in Zoho? Is it possible? Dennis Daniels
Workflow Alert
I was creating a workflow alert that would automatically send an email out to a customer after they signed up with our company for services. This email would entail next steps as well as contact info and any other information that would be needed for the customer after the deal closes. Unfortunately, I can't put the Account's Contact Name in there to email the customer, only people that are in the system. Is there a work around for this? Thanks, Stephen Crescenti Email Cleaners, Inc.
Can�t find "Change Status" Button for mass update
I have read all information on bulk changing lead status and it says to select all leads and then click on the "Change Status" button however I cannot find this button! Any clues?
Feature Suggestions
Hello Zoho, While I'm relatively new to Zoho using the Professional Edition currently, I have reviewed about 15 competitor products over the last several months and have picked Zoho for a few reasons: *Support and active forum *Cost *Features However, in reviewing a number of competitor products there are a few features I would like to see added to Zoho in the future: *Document Library TAB *Meeting or Discussion forum TAB *Selectable Field Type: File Attachment *Selectable Field Type: Formula (Integer/Currency/Percentage)
confused a bit about company
All of our leads our companies and not individuals. How do I edit & search based on companies instead of people's names. Thanks
Default Field Value When Converting Lead
I have setup a custom, boolean field in my Contacts table that has "Enable by Default" active. This works as expected (default value = TRUE) when I select "New Contact" to create a new record, however, when I select "Convert" Lead, then the default value is FALSE. Is there any way to change this behavior or have I missed something?
"session timed out" for sorting by column
One of my Account views generates a "session timed out" alert message when I try to sort with some of my columns... but other columns seem to be able to sort okay. The alert message is generated immediately upon clicking on the column title, so I expect that it isn't actually a time-out.
new and couple questions
Hello and First of all Thank you for taking the time to help me get ZOHO started! 1- I can't seem to find where you can get the accounts and contacts to be viewed in ABC order. 2. Is there a way to link accounts and contacts? 3. I'm needing to import activity history from another CRM program (outlooks Business contact Manager to Zoho) How can I do this? I'll start with these for today tahnk you again for your help!
Setting up a report to monitor each rep performance
Hi Guys, I am new to CRM. I am trying to get reports to manage the performance by sales rep. I could not set up a proper report that will give me an overall performance of each sales rep ie what the sales rep did on the leads, the number of quotes he did etc... The idea is to have a dashboard to monitor what a sales rep is doing: conversion rate and so on... Is that possible? Thanks in advance, Alex
One Way Overwrite Sync of Calendar from Outlook to Zoho CRM
Is this possible? I messed up with time zones and I have to redo the first large sync. I deleted all the mirrored entries in the zoho crm calendar, so all the entries are now only in Outlook. But whenever I sync, even though I set conflict resolution to "outlook wins", I keep getting asked if I want to delete all my calendar items in outlook, rather than importing them all to Zoho. Similarly when I try to "export" they tell me the items have been added already, even though they've been deleted. I've
How to properly set up Price Books for selling shoes?
I am trying to use price books to give volume discount. Scenario 1: Say I have, a sport shoe. This come in various sizes. The customer orders 500 pairs of shoes in various sizes. I am tracking various sizes in Zoho CRM. So I have shoe size6, shoe size7... This in Zoho is considered as different products My volume discount start on 100. On some of these shoe line, say size 5 he only orders 56. So no volume discount. However, the rule for me is to give volume discount on the 500 not on individual item
Mail merge
Hi - I'm a newbie to Zoho CRM and absolutely LOVE it! Quick question - is there a way to do mail merge? I'd like to send a letter, contract, etc. to people in my contacts list. Thanks - Diane Darling (Diane@EffectiveNetworking.com or 617.308.0405)
Sales Rep Setup B2B2C
We provide retirement planning to the employees of institutions... We have vendors who's products we represent. They have call centers as well as external sales reps and their internal assistants, so we utilize the Vendors tab alot. We'll add new contacts under the Vendor Tab but they don't seem to show up... They do show up as contacts but don't share the address information except for the main phone number of the Vendors entry. I assumed they'd be available in the contacts section of the Main Vendor
Users Re-cycle Bins
How do I see my employees (USERS) recycle bins? I need to be able to monitor and take control of them when needed...any ideas?
Approve Leads
Just notice that the approve leads options (for leads capture on the website) is not showing on the lead settings (I use this several times per day). Is there any issue or something that we need to do?
Emailing quotes - Quote Name
Is there a way to modify the system to include the quote # in the title when sending via email Currently it only picks up the quote subject and names the file in that way. I would like it to include the quote number in the file name also. Is this possible?
If we upgrade to Professional or Enterprise can we then...
Dear Zoho, We are currently using/testing the free version of Zoho CRM in combination with the Outlook plug-in. We are a team of 3 people, expanding to 10. If we upgrade to the Professional or even to the Enterprise version can we then share each others contacts through the Outlook Plug-in into Outlook? Perhaps applying the role-based security/groups/data sharing functionalities? In the free version, this is not possible. Only the 'owner' can sync his own contacts with his own Outlook. We are desperately
Prevent to upload duplicate records
Hello, Our company works in B2C scenario where Mass lead import means each time importing of 300+ leads. Sometimes happens to have our existing clients (Contacts & Accounts) between those newly uploaded leads. Is there a way to check between Leads and Contacts modules for duplicated registers? If not, what is the practice that you suggest to prevent to contact our existing clients with an offer for leads (embarassing, isn't it?). Regards, Marko
CRM API : getMySearchRecords
Hello Could explain the syntax for searchWord parameter ? Can I make a request of contact where field name "company='zoho'" ? Thanks for your help
Reporting
Is there any way to do administrative reports on users? Stephen Bero
CRM API : update contact
Hello Could you send me a sample of content for update request of a contact ? I have tried : xmlData=<?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/updateRecords"> <result> <Contacts> <row no="1"> <fieldlabel value="Assistant">DONE</fieldlabel> </row> </Contacts> </result> But go usual error 4832 ! Url is http://crm.zoho.com/crm/private/xml/Contacts/updateRecords?loginName=${login}&apikey=${key}&id=${id} Thank for your quick help Regards
rstoeber.com redirect instead of zoho crm login
I was looking at something on the forum tonight and logged in to the zoho crm via the rstoeber.com website. Now when I try to go back to the zoho crm login page it redirects me to www.rstoeber.com. How do I get rid of this? Thanks, Stan
Viewing contacts/accounts/leads without editing
After a name search from the homepage (upper left corner), we get a list of search results and for some reason the lead or contact name field is never hotlinked to view it without editing it. The only way to actually view the info is to click on the edit icon to the left. How is this corrected? Most of the time we simply wish to view the record, not to edit it. Thanks. Stan
How to make a custom Quotation
The default PO number is too long for most companies systems to be able to input (what are you guys thinking..? that thing is huge) So, I set out to create my own number, and almost made it work! almost.. First I created a new custom field with auto-number field type, and I set the starting number to a reasonable 5 character value. Next I logged out & logged back in, because the field wasn't showing. Then, going to the page edit screen, I was able to drag off the 'old' Quote Number field , and drag
Unsubscribe from wiki
Where I can find "notification settings". I wish to unsubscribe from wish list wiki posts. Marko
Are Docs in CRM safe when integrated with Z Docs?
Is my current file structure in Zoho CRM (uploading pdf's to their relevant page) going to remain intact when CRM is integrated with Zoho Docs?
Scheduling Leads to call for the next day
I worked on 17 leads this afternoon. I converted one into a potential because he wanted a quote and I believe I can close next week. 6 leads are dead. The other 10 wanted to see some information about services. I want to schedule them for a followup date, so when that date comes I can be reminded to call them back. I created a new task in each lead that shows in progress, the 6 dead i showed task completed. How can I do this?
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