Need a note feature
Just like you store and record emails to an account or contact need to create a note feature. Currently I added a customer feild (text box). There I am manually recording the date and time of the entry and entering a note. What I would like to see is note function where a dialog box pops up and I can enter notes. Then save it. Then on the account or contact leve see a summary of notes - title and time. then click on any entry and recall, and edit the note.
Need to a way to upload documents
Need a Document tab. In this tab you can create custom folders and upload files to those folders Such as a folder called contracts, or documentation Then be able to upload a file. The idea is to create a centralized library for access or use in other area of the CRM system.
Google Maps/MS Live Maps integration
I am in real estate, and my products are properties. I think it's fantastic that you can click on a button in somebody's address and have that location show up in Google Maps...however, I need to add that ability to my products page. (For our business we use MS Live Maps for the birds eye view and Google Maps for the street view) How can I do this? Do I do it with an API? I don't even know how to use an API I have just been reading a lot about them on the forums. Thanks!
Document Manager within CRM
Are you going to be adding a document manager to the CRM system. I see a need to place sales documents, marketing collateral in a central place. I suggest that an extra tab be set up for this. Rights will also need to be incorporated to this to limit accessability etc. This is very important to us as I want to extend the use of the system to partners etc. (Beginning stage for PRM functionality which is what I really need). When would this feature be added?
Here is what I need. Can you Help me?
Hello; I need the follow to open new client. 1.In the WEB my prospect fill a form and send to me 2.We send him a mail saying we will get in touch 3.We call him to answer the questions 4.If he is still intersted, I send a email and wait him to send me information/docs. 5.After that he is a client. What shoud I do? WEB CASE or WEB LEAD ? And how to set up the information flow ??? How can I do it in ZOHO CRM ?
Is this a feature or a bug?
Noticed today when I looked at my activity list. I thought if you sent the number of elements to display per page it would stick. What I saw is that if I had 10 tasks, the form would read display 10 items per page. If I changed it to 3 or 15 the page reformats accordingly. However lets say I had 10 task and then closed 1. The page would refresh showing the 9 open tasks and then number of elements to display would change to 9. Should it behave that way or stay sticky with the value I set. So if I
Debug missing web to lead records
Is there any way to debug problems with the Web to Lead process? We seem to lose records randomly and don't know why. All records are saved in a text file on our Web server before we try to post them to Zoho CRM. Mostly it works, but once it a while it doesn't. Over the past week we've had three records not make it into Zoho CRM. There's nothing obviously wrong with the data. It's very annoying to have to look these up and enter them manually. Almost makes the whole process worthless. If we simply
Inventory Alerts
Hello, I do not see any inherit way to alert the user about inventory status. I would like alerts that appear when the re-order level is reached and when the inventory of a product reaches 0 (or will reach zero due to orders in queue). I see a section in setup where I can set alerts, but i cant get it to do what i want above. It also seems like i can't tie two fields (Qty in stock to Re-Order Level) Am I doing something wrong? Is it possible? Thank you in advance.
Mass Mail SMTP Integration
What's the time frame on the proposed SMTP integration for our email so we won't be limited to just 250 emails a day? Last I spoke to Rishi he said it would be available this summer. Thanks.
? How To Create A Report That Lists Quantity over Time
I would like to have Zoho CRM spit out a report that shows me; How many of "Widget A" I've sold in the Month How many of "Widget B" I've sold in the Month etc Widget A = Product Details/Product Name field How Many = Sum of Product Details/Quantity field I can't seem to find any report category where I can include the Product Details/Quantity field. Any thoughts? 3vil3d
Generating Purchase Order
Under Vendor Tools on the Vendor Tab there is a "Generate PO for the Products below Reorder Level" option. When I select that option it takes me to a Select Venfor dialog with a drop down box listing vendors. The problem is that only one of my vendors should be showing on the list. Instead there are eight (8) other vendors none of whom are my vendors! They include the following names: HD Brazil Beans Widget Supplier 200 and my faborite: Komurcuoglu Mermer A.S. I don't know who these vendors are or
HTTP (SSL) for Zoho CRM
Great work guys. Can you please advise when you will have SSL security for CRM. For us and partners this is a must have to consider in lieu of SalesForce or Sage. Also can you advise what steps you take to ensure data on your servers can't be hacked. Thanks!
Carrier column missing from Invoice
While Carrier is a standard field present for Sales Orders it is not defined as a standard field for Invoices. Please add Carrier to Invoices. While I can define a custom field Carrier on Invoices, the value of the column in a Sales Order is not converted as a part of the Invoice creation. I also cannot map the Standard field that exists Sales Orders to the Custom field in Invoices which forces me to hide the standard field Carrier in Sales Orders and define a Custom field for that purpose!
IMPORT CONTACTS-STILL NOT WORKING - FRUSTRATED AFTER 20+ HRS
Using the CRM Migration tool there are system problems on your end. When I attempt to import contacts, only the portion of contacts which ARE NOT related to an existing account actually import. The rest DO NOT get imported. I have followed your instructions to the letter on dozens of attempts to no avail. Each time I attempt this import I receive an error message "Error occured in Data Migration while migrating the data from the null file." Dilip has been unable to resolve.
How to test emaling feature in enterprise edition trial ?
HI, I am using free edition of zoho crm and I need to test emailing feature so that i activate enterprise trial period but the emailing feature doesn't work. It prompts me to use the non free edition. How can we test this feature? Regards, Fiatlux
New Custom fields not appearing
In the Quotation module - When creating new custom fields and saving with "Save and New" only the last field is visible when trying to edit the page layout. However it previous fields are attempted to be re-created Zoho gives a message "field already exists" even though the field is not visible on the edit screen layout screen as active or inactive
Inserting Page Breaks in Inventory Templates
Is it possible to insert Page Breaks in Inventory Templates for Quotations/Sales Orders or Invoices? This would be great if it could be put into the HTML code used to generate EXPORT TO PDF function. Any help greatly appreciated.
Web to lead validation
Web to lead is a great feature but we need a way to be able to validate the imput. ie they make email required and a valid email address etc ? Can this be done ?
Some Contacts are not Accounts...
Have you guys considered implementing a way to have contacts that are not "Accounts"? It would be great if we could have contacts that were linked by company, but could be separate from Accounts. Maybe it would make sense to add a "Companies" tab that would differentiate between contacts that were par of a company and contacts that are active customers. Anyone else have feedback on how this might best be accomplished? We are in the professional services business and half of my contacts are my competition,
Outlook Sync Events & Tasks
Why is it that in order for an activity created in Zoho CRM to sync to my Outlook, I have to be the activity owner? If someone else in my group creates an activity and invites me, why does it not sync to my Outlook? Is this a bug or is it supposed to do this? Thanks.
Need more / better automation
need to create rules based on events added to records and then do things such as schedule tasks, events, or automatically fire off emails. Zoho kinda has it; but how about this senario. Add a lead, then automatically fire off a "Welcome Packet". This would send an email to the lead with attachements, like a pdf. Then fire off tasks and events to sales people, such as call lead by this date. Again some of the rules are there but not enough.
Contact Address Details Copied to Bill To on Quotations
I have a customer which shall be an entirely B2C system. Therefore it is a requirement that when a quotation is generated for that contact that the Address Information is used for the Contact rather than the defauly where Zoho looks for Account address details. Is there a way to change this? Thanks
Converting E-Mails to Leads
Hello there, as well as Web Form to leads we also get leads in email form from three different services? Is there a means built in or have people developed solutions for pulling emails into leads similar to the Web Form functionality? Cheers!
Can anyone help me please?
sales@terencewright.com My name is Ben, and good morning from sunny Spain. Yesterday was my first day looking at Zoho, after spending ages looking at the others. I am pleased to say that you now have a new customer. At the moment my company consists of two people, and in a month I should have 4 more � 6 in total. Our business model is very simple. We only deal with private individuals. We start with cold lists (people that the girls will be cold calling) hundreds a day Files should then move from
Exporting Outlook Contact as Lead to Zoho CRM
When I input a new lead or contact record in Outlook. Is there anyway to send this over as a lead to Zoho CRM? Currently, it sends it over as a contact and not a lead? Thanks, Dave H.
Off line functionality using Adobe AIR platform
The question of on/ off line functionality should be moot. Efforts are underway with Forefox 3 and more recently Adobe AIR that will allow web app to go offline. This on/off switch capability is not a luxury and hopefully Zoho CRM plans to have this in its not too distant road map. Thanks for your feedback on this point Michel
Users: Deactivate creator
I was put in charge of getting a CRM solution up and running for a company that I work for. Therefore, when I signed up to try ZOHO, I created myself as the first user. Since that time I have added several users to out account, including the CEO, some managers, and some sales reps. In the coming months, I will be leaving the company. Therefore, my user account will need to be deactivated. But, because I was the first to sign up, and add several users, my account cannot be deactivated. It isn't fair
Converting Contacts back to Leads?
I imported some contacts and accounts into Zoho CRM that I want to convert over to a lead. Is there a way to do that? Thanks, Dave H.
Scheudule Maintenance Notification on July 9th
Hi, We would like to inform you that Zoho CRM - On Demand service will have a scheduled maintenance on Sunday July 9th 2006, between 4:00 PM IST ( GMT+5.30 ) to 09.00 PM IST. During this period, Zoho CRM Service will not be available or the service may be slow. We regret for the inconvenience caused to your business due to the service unavailability/slow accessibility. Thank you, With Best Regards, Zoho CRM.
Need primer on how to import xml data from 3rd party service
Need primer on how to import xml data from 3rd party service call. I see tons of post about how to pull data from ZOHO but not much on calling data :?
Newbie :- please help me learn
Hi, I am new to CRM, so please bear with me if I am asking the obvious. I accidently chanced upon zoho 6 months back, and since then I am a fan of zoho creator. Now I am trying to learn about other Zoho applications. I practically have no idea about CRM, i do nourish a willing ness to learn Searching over google for CRM did give me some tutorials.. but, the more i read.. the more i am getting confused So, I request at this forum, could anyone please suggest some decent site that educates a beginer
Outlook sync - Vendors
is there a way to mark a contact in Outlook as a "vendor" so that when he gets uploaded into Zoho CRM instead of going in as a "contact" he goes in as a "vendor"? This is important because in a prior response you mentioned that there was no way to convert a "contact" to a "vendor" once in the CRM. Either solution would be nice. Thanks!
Outlook Categories to populate in Zoho CRM?
Currently, I use category fields in Outlook. Is there a way to export or sync this info over to Zoho CRM? Thanks, Dave H.
Outlook Calendar Sync Problem
When I try to sync my outlook calendar. I get the following message " This calendar is not in selected category". None of my calendar items have a category selected. If i select a category it will sync over. There must be a way to get this to work without having to open up all my appointments and assign a category in outlook. Please advise. thanks, dave
Migrating to Zoho - Linking Contacts to products
Hi there, I'm trying to figure out the best way to import historical data about contacts. The scenario being that contacts have purchased various products in the past and we wish to preserve that information in Zoho. What is the best way to do this? Is it possible to import Sales Order to create the link between those customers/contacts and products? How have other people approached this? It seems a shame that you are losing all of that data by moving to Zoho.
PO the other way around!
Hi, We are a software company. We received PO's from customers then invoice them back against the PO they sent us. Now how can I do that from Zoho CRM. From what I understand, Zoho let's me send PO's to vendors. Please help. Thanks
2 different autonumbering fields per category
hi, i want to add two different products auto numbering fields. dependent on the category - hardware or software. so when product is hardware, the software autonumbering field stays empty and visa versa. is this possible ?
Change of defalut field types
Is it possible to change the default field types. I would really like to have a picklist for country rather than an open text field. I could create a custom country field but that would not be efficient. Many thanks
Case field question
It is possible to do this: When I create a new case, I have a field that is a lookup for contact name. When I choose the contact I want their email to automatically fill in the email field in the case. How do I do this?
Date Format for Creating Views
I am trying to create a view based on a date. I am not sure of the various operators available and would appreciate feedback. As an example, I want to show everything with a due date within seven days and overdue. The logic would be simple.... Show everything before 7 days from now that is open. So I would think the formula would be "Today +7d". However, I only get errors no matter how many variations I try. Can somebody please tell me the date formats? Also, if there is a list available of all possible
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