Cannot remove attachments associated with email templates
Try this on... Create a template email. Then attach a file. Save the template. Then lets say - OH Snap wrong attachment. Try to remove it. I can add more, but cannot remove attachment.
Duplicate Report
Please please allow a feature that could generate a mass duplicate report by name...and the ability to merge the record from that report...but at the very least a first name and last name duplicate report would be HUGE!!!
HOW MUCH DATA
I HAVE 3 FREE USERS.HOW MUCH DATA CAN I UPLOAD. I DON'T WANT TO GET STARTED AND THEN FIND OUT THERE IS A CATCH. PLEASE ADVISE. masartes
Old Version Message Box
I downloaded the Outlook plugin and installed it just now. The system keeps telling me that I have an old version and that I need to download the new version. But every time I download it again, it's the same message. I tried clearing my cache and cookies, I tried downloading it in IE7 and Firefox. I also tried downloading it on multiple computers and keep getting the same message. When I click properties on the download, it says it's version 2.11.15.0 - is that the latest one? This problem could
Error when editing Potentials
When I edit Potentials and click Save, a white page with some text and inactive buttons shows up and "Loading..." at the bottom (pic attached). When I go back, I get duplicate entries. So every edit creates a new entry. Using FF3.
Why login to "localhost:8080" or "crm.zoho.co
I created an account on CRM and was prompt to download some software to connect to the server, thru this address: "localhost:8080...." I also created another account for CRM thru "crm.zoho.com" which I dont need to download the server software. What is the difference between both of these? I am confused. Please help...
inbound email
Dear Sirs, First I would to thank you for the Zoho CRM! I Like Zoho CRM due to the functions and the price, both are great, but without a good email integration (inbound/outbound), I will wait and I am not going to use it as my full company CRM. Meantime, since I have to make business, I have to find an alternative solution (I don�t want to use the outlook(?) plug-in, I use Gmail/Zoho mail). Please could you (or some one) help to find a alternative solution?. I need some solution like an integration
Mozilla Ubiquity: Changing the internet
Do you have plans to incorporate Mozilla Ubiquity into Zoho CRM? The ability to add a contact or schedule an activity with a single call up line is only the beginning. The possibilites for utilizing a tool like this are endless. -james
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June, I posted several 'need to have' features regarding the outlook plug-in. The most important one shown here below, including your reply. What is now the implementation status of this very important feature? Thanks! Maarten 1. 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. your reply in June: As of now the contact sync is based on own records.
B2C lead to contact conversion doesn't associate potential
Hello, Newish to zoho crm and liking it so far. Trying to work out a kink in converting leads to contacts. The created potentials don't seem to associate with the contacts. I can open up the potential after its created and use the lookup field to plug in a contact easy enough. But it doesn't pull through automatically. Just curious if anyone else is running into this or if there is already a known workaround. Thanks, JH
Outlook plug-in: what is the status?
Dear Zoho developers, Back in June , I made some feature-suggestions re. the Outlook plugin. At that time, Gokul was kind enough to respond but gave no exact timing. What is now the status of the most important feature? Will it be implemented this year? Quote: 1. 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. Answer: As of now the contact sync is based on own records. Already
Time-triggered WORKFLOWS and
Hi, I'm trying to evaluate ZOHO and i've come across the following issue (might be because of the edition, but nonetheless). Workflows sent to Contacts: - when invoice is due on certain date (in the future) - invoice status is unpaid ==> send email to main contact with notification about the outstanding invoice. For now, I can only send such emails to users and/or an additional email address, but the CRM would not dynamically target contacts already in. Also, the date should also be dynamic - such
Security Threat - Web to Lead Forms
Hi, We are recently evaluating your CRM tool and when we tested your web to lead forms, We found that your forms are not secure enough. So, we feel it best works if you either tie up with a unique userid or formid. Looking forward for your reply. Thanks & Regards, Sathish Saravanan S MD & Director - Business Development sathish@amulya.biz AMULYA Infotech Coimbatore www.amulya.biz
B2C Convert not working
i have set up for B2C and when i convert a lead to potentials it populate the potentials name. What am i doing wrong??? thank you in advance matthew
New Activity not linked to Contact that initiated it
When I create a SECOND Task, it does not get linked to the original contact. (It is then a "contact-less" task. 1. I go to a Contact 2. I click "New Task" 3. I enter the details, then click "Save & New" 4. I enter the details of the SECOND Task. 5. I click "Save". The FIRST Task (Steps 2,3) IS linked to the Contact in Step 1. However, the SECOND Task (step 4), is NOT linked to the Contact in Step 1. I'm sure this is a bug, as I can't imagine this functionality by design. Thanks.
Invite Colleague to Activity
I no longer have the option on my screen to invite a collegue to an event. Was this intentionally removed or is it a bug? Thanks, James
New Popup Reminders.
Thank you guys for the new popup reminders, they are great! The more features that you guys release, the less I have to use Outlook. Hopefully one day I will be able to delete it...or at the very least turn the table so that Zoho is my primary database and only a few items are sent to Outlook.
Problems with Mass update of leads and customized Views
I have created a new field in leads, made a mass update for several records and then created a view with a selection based on this field. The records show up if I assign the field manually but not if I assign a value to the field using mass update.
Web to Lead and Default Values
Two questions regarding my Web-to-Lead Form: 1) How can I include hidden fields and assign values in a web-to-lead form e.g. Order Date = {today}, Order Status = "New: Web Lead"? 2) Alternatively, how can I create a custom field with date format that has a default value of {today}? I appreciate any feedback. Thanks, Gregg
A Few Suggestions for Features/Improvements
Hi, Noticed a few things that I wanted to bring to your attention while testing your CRM application. 1. When the admin goes to approve a lead, the lead owner can be changed and an email generated to that new owner letting them know of their new lead. This can be done whether the lead is "approved" or not. So, it is possible for a user to get notification of a new lead but when they log on, the lead will not be there because it was not "approved" by the admin. You may want to fix this (as in email
Automated Contact Follow-Up
I'm looking to find an automatic way to get e-mail reminders from Zoho to follow up with clients. It would need to be repeating (like every 6 months or so) and keep track of when we last contacted them. And since we have hundreds of contacts, it would be nice to be able to import contacts in and not have to add them one at a time. Can this be done?
Sync outlook calender to ZOHO
I have tried to sync. my calender from ZOHO to Outlook, which work very good, but for some reason I lost all the calender informations in ZOHO calender?? I then tried to make a new sync but I am not able to get the the calender back to ZOHO ??
Campaign Extensions
It would be useful to be able to associate a lead view (or more than one) with a campaign and for those leads to be associated dbosomworth
Help Invoice PDF Broken/Sizing Issues
I am trying to send out an invoice via the Invoicing Module in CRM. The PDFs that are created are showing our Logo (jpg/gif) and the whole page is shrunk. But if you do a print-preview, it looks OK. Any Ideas? Stephen
importing leads csvs
hi, just started using zoho i just had a question about importing the leads in csv format After importing, only 9 out of some 2000 entries actually show up. I've referred to the Zoho help and tried searching this in the forum without success I am guessing there is something wrong with the way the way I've formatted/structured the csv file in excel Can you please share some troubleshooting technique that may solve this? I removed all apostrophes in the file and also closed it before importing like
Zoho CRM - How to delete a User?
Hi, As of now, You can only activate or deactivate the users , you can't delete the users. So, during registration kindly provide a genuine Email Id for the Login Name. In case if you enter a wrong or junk email id for login name during signup ,it is not possible to change your Zoho CRM Id . But you can able to change the contact email id to which mails are sent (by default email id is your Zoho CRM Id) by editing the user details. We will provide the option to delete the users in our next major
New Task View Help
I think the new "overdue + 7 days" view for tasks is great. Is there a way to edit the view so that I only see my tasks and my partner only sees his tasks? If not, is it possible to create a new view based on the same criteria that will allow me only to view my tasks? The reason is that I would like to use this view for my Home Tab, but I only want to see the tasks I am responsible for, not my whole organization's tasks. Thanks.
Install problems!!!
receive the following error upon install of plugin: cannot start MS Outllook. The command argument is not valid.verify the switch you are using. However when I open Outlook low and behold there is Zoho toolbar. I login, confg preferences and when I attempt to sync nothing happens. I have already called support and emailed re this issue. I have also researched forums, etc and do not see similar topics. I just paid for this plugin (BTW your company charged me twice) so I hope there will be a response.
Modify date and time of account
Is there a way to run a report by account modify time. I want to see what accounts were updated in a date range. I can do this for contact, but sometimes the account is updated and not the account. Wanted to check here first, before I put a Feature Request. :?
How can i add a signature to REPLY emails?
I can't seem to figure out how to add a signature to my reply emails. Is there somewhere in the settings that I am completely missing? Help please.
Help! A Mass Email has gone crazy!
I sent out my first mass emailing as a test to myself and someone else I work with. I've now received hundreds of emails from this one emailing--it's choked my email system. I can't even log on anymore. STOP THE EMAILS NOW!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! username: lewisschiff@lewisschiff.com It's the only mass emailing in the queue because it's my first so it should be easy to find! Went off at 1AM eastern time on 8-12-2008. My other email address is lewisschiff@yahoo.com -- email me there because
Supplier information all are able to see ?
How do I create my supplier and also make them visible for all the users?
Associating sales orders and products
Our company sells ad space in different publications. We use sales orders in order to keep track of which ad spaces have been purchased in which book. Right now I am trying to link the inventory of a product to the sales orders requesting them and failing pretty badly. For example: The product is 08TNWFFull. There are 6 possible spaces. 3 sales orders have come in requesting 08TNWFFull be set aside for them, but the inventory number isn't changing after completing the sales order-- it still says
Invoice Reports 30, 60 & 90 Days
How do I create an invoice report that groups past due invoices by 30,60, 90, etc days? Thanks, Stephen
Adding employees to Events
With Sugarcrm we can currently create an event with multiple employees attached, we mainly do this for important meetings or demos, this way the event shows up on everybodies calendar. How can we accomplish this in zohocrm
Contact in Print view of Potnetials doesn't show first name
In the "normal" view of "Potnetials" the Contact Name shows the full name. However, in the "Print View" only the Last Name is shown. Any ideas why and how to fix this? I am using this feature as a "Securities Trade Blotter" and I need both the first and last names to show, for compliance reasons.
Problem with "Add email" for emails written in rus
Hi, I've installed the outlook plugin and tried to "add" a few mails to the CRM from outlook. 1. There is a problem with emails written in Russian (and maybe in other languages also). Text of such added emails end up appearing in the CRM as a bunch of meaningless symbols. 2. When I try "add" an email and specify a particular "contact" so that an email can be attached to it, I cannot search through my "contacts" in language other than English. I cannot enter a name into the search field, in any other
I can`t signature
Hello team! my bug is rare: When sending a quote by e-mail at the hearing on e-mail signature appears above that sent him directly does not appear. At the end of signature looks: "setTimeout (function () (EditH.setContent (signContent)), 100);) What happens?
Zoho CRM - Service Update (Aug 2008)
Hello, I am happy to inform you that we will have our next CRM service update (New Features) on Aug 9th. During this update our service will be on maintenance mode. Upcoming Features 1. Contact Assignment Rules 2. Case Escalation Rules 3. Pop-up Reminders for Activities 4. Customization of Fiscal Year settings 5. Differential Pricing/Volume discounts for Products 6. Round-off/Round-up/Round-down support for Currency type custom fields 7. Public APIs for Product Line Items in Quotes/Orders/Invoices
Pop-up Reminders for Activities
In the recent Release dated: Aug 10, 2008, a new feature of Pop-up Reminders for Activities has got added. However, I could not find the same updated.. Kindly help & advice the solution. Regards, Deepak
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