Quotes address options?
When creating a Quote, I usually want to use the Contact's address, not the Account address. In my case, the Account addresses are usually a main corporate headquarters address, but the Contacts are in different buildings, or even different cities/states. How can I change the default address selection? My preference would be to have a button, or drop down list, to select any of the Contact (mailing, other) or Account (shipping, billing) addresses.
Age of Lead
Is there away to have the age of a lead, be a column in the leads section? thanks david
German letters are wrong displayed
Please can you check while the German special letters like � (ae) are not displayed correctly. Can it be, that the translation file is not in UTF-8 format. Or in which way I can change the settings in the browser. I have tested with Firefox 3, Internet Explorer 7 and 8beta and all German letters are displayed in a wrong way
Custom Report Generating Duplicate Rows
I created a custom report that used the Notes - Title field. When I realized that was creating a separate row in the report for each note title, I removed that field from the reporting columns. However, when I run the report I still get multiple rows showing up, even though it no longer reports note titles. This causes duplicate rows to be generated by the report.
Problems with Invoice & Reports
Invoice page is not showing up at all now... and earlier today i had problems using "reports" it said i have no privilege to use it or something like that. is this being fixed ??
E-Mail Address
Is it possible to set up the e-mail address to show only the name of the person and not the e-mail address when sending e-mail.
Reporting multiple products for contacts
I have a field called product code in the products. I associate products to contacts. Some contacts have multiple products. I am looking for a view or a report that lists all the contacts associated with one product and shows all the other products that are associated with that contact. I can't see a way of doing this. Dan
Lead Owner incorrect in export files
When exporting Leads, the column called Lead Owner contains the last name of the user that owns the lead. But that is incorrect. It should contain the user's e-mail address (Zoho CRM User ID). If you want to export a file, make some changes, and then re-import those records you have to remember to change the Lead Owner to the actual User ID.
Contacts and leads selection
In the lead and contact view when I click on a letter ie "B", I get all contacts or leads starting with this letter as well as others whose email start with letter. Is this intentional or a bug. Please advise.
Product List Details on PO
Is there a way of displaying the product details data e.g. product name, quantity etc of a Purchase Order on a report? We are trying to produce a production shchedule based on the details of all purchase orders but this does not seem to be supported.
Part Shipments
Would like to have the ability to record the shipping statements of each product within a Sales Order, where the order may be shipped in one shipment or multiple shipments. When recording a shipment I would then want the ability to produce a shipping note showing the Quantity of each product sent and therefore the balance due (equals Ordered - sent). Is there any way this could be achieved today?
reset
How can I set my set back to default settings(fields, etc.)
Quote: mal function Inventory Templates
Since last Saturday after I put the dollar sign in front of the quantities in Inventory Template. I ask please help related to this. Thank you
View Email Template without mapping formats before sending
Hi, I have created some email templates with user fields etc, for confirming meetings, right now I can't view the final view until the sent email arrives (BCC'd) I just see the filed mapping codes, although when it is sent, it sends OK, is there a way to look at what the recipient will see BEFORE it's sent? Sometimes you forget or don't realise some fields are not populated, and I would like to be able to edit and check the final email presentation before it gets sent to the client. Thanks...
Workflow Tasks Trigger Days Field
I noticed that there is a two digit limit to the workflow task trigger date 'days' field which restricts the plus or minus option to 99 days. If I upgrade to the professional version of Zoho CRM, can I create tasks that are triggered after longer periods of time (ie more than 99 days)? Thanks
Special Login Page
Is there any way to have a login in page just for your account with your own logo on it? Basically is there anyway to hide the ZOHO CRM from my employees?
Import My Organization Leads question
We are using the Professional version and have to re-import about 7,000 Leads. These records already exist in Zoho CRM. I have been waiting for the latest update to the software before doing this. Before going ahead I would like to confirm what exactly will happen. For example, on the import page the notes say: "While checking for duplicate records, you can overwrite, clone, skip the duplicates, or update the existing records. For more information refer to Online Help." What I want to do is update
Suggest you use the CRM Announcements Forum
The last "announcement" in the Announcements Forum was posted by peter on March 20 to say the update will be delayed by a couple of weeks. Did the update happen this past weekend? Was is successful? Were all of the announced changes made? Was any data lost? It would save me, and probably others some time and concern if we could just monitor the Announcements Forum for important news and other updates. Also it would be nice if someone could delete obsolete, time sensitive announcements like "Scheudule
"Title" field in Leads - Bug?
Maybe I'm just seeing things. Or maybe I didn't have enough coffee yet today. But check this please. Open Setup/Leads Settings/Field List. There is a standard field called Title, which is a text type field. Now click on Edit Page Layout. Title is not one of the available fields for the Leads page. Is that a bug? I just discovered that some people have entered their leads with title in the Designation field while others put the title somewhere else or didn't import titles at all. In other words, I
Alarms
Dear ZOHO CRM team, I was wondering if there will be future release where you will get alarms when F.ex a invoice due date is passed or if the credit line of the customer is low. Thanks for the hard work you guys put into the CRM. cem
Browser full screen problem
FYI - When you access Zoho CRM from a browser maximized by "F11", there a several glitches. For example, you can't rearrange your fields in field view, among others.
dialer
how can I enable a dialer called snap:// instead of skype? Sergio Onorato
Zoho featured on Digg.com
Zoho has been featured on Digg.com -- the title of the post asking "Has Zoho Got Google & Microsoft Beat?". Decided to post this and say great work on your services thus far -- though I think you may need a faster server =) Link: http://digg.com/tech_news/Has_Zoho_Got_Google_Microsoft_Beat
mass update
Hi there. Is there supposed to be a mass update tool for Invoices. If yes! then it has disappeared now and my data entry clerk says there is new tab called "change owner" We will need the "mass update" as it is very useful. simheswara
browzer
Wish to ask which would be the browser to use for ZOHO. I had problem with Firefox and Internet Explorer. Now I am using Netscape. Better but still one or two issues. simheswara
Tasks
Priority doesn't sort correctly. High is sorting ahead of Highest larry
Importing contacts problem
Hello, When I try to import my contacts from outlook, every contact with a "company" field gets automatically added to my Accounts tab. Can I change something so that these accounts are not automatically created, and are just created only as contacts? Arjun Verma
Problem using workflow rules with potentials
Hi I am trying to create a workflow rule that assigns a task when a potential stage is changed to '1st appointment'. This is what i have created for the workflow rule: 1.Created a workflow rule for 'potential' record types 2.Execute this rule when new records are created and existing records are edited. 3.Stage contains 1st Appointment 4.Rule is active 5.Created a task under this workflow rule for 'potential' record types 6.Created a task under this workflow rule with due date of 'WFRule Trigger
Ability to format numbers with commas
1. When using the "integer" option for adding a field, is there any way to make it autoformat to add commas? 1a. example: if you type "1000000" and hit save, it would display "1,000,000" 2. What about the ability to add decimals to an integer? 2a. example: if you type "1000000.25" it would display "1,000,000.25" This is similar to the currency system that is already in place.
Reminder missing in Create Task
When I create a new task, it is missing the fields for reminder date and time. The 'how-to-Activities wiki actually shows the picture of how it should work, but I don't see it! Chandresh[/img]
How to Import Tasks and events
Hello, I'm facing a problem during a migration to import tasks and events from another CRM system (Sugar CRM). In the import field matching page, I have two fields WhoId and WhatId to, apparently, connect the imported task with the related contact and / or account. If I match the WhatId field with the contact or account id of my previously imported contacts and accounts, it seems to work, but the result is somewhat odd : If I check a contact, I can see the related tasks, and click on them. But once
Quota Module
It would be a fantastic addition to the zoho crm package to have a quota format for the number of calls, emails, appts, for a particular client by a particular person. This way I could keep track of who is working and who is not and it would give me some assurance that they would in turn be on target or off for their sales quota. I could pull up a dashboard report daily to see if I'm going to make the companies sales quota for the week, month, quarter, or the forecast for the year. This would be
Limited access to some of Lead/ Contacts
Most of the Leads and Contacts in the company CRM are visible to all users and we want it that way. But I want to share some selected leads only with Admin level users. Is there anyway that I can specify the user access to a new lead while creating a lead? Ramu Veerappan
"Approve Leads" Link
Hi Guys, We love your CRM. We need to approve leads every day and would like you to ADD an "Approve Leads" page link from the "Leads" or "Home" Page. You can currently only get at it from the Setup Section. Marketing Staff should be using the "Approved Leads" function from the Leads Page. Any chance you can change this? I put this request in last year and it seems like an easy one to complete :) Thanks, Barry Barry Ross
Sharing calendars
I am currently evaluating Zoho for the purpose of sharing vavious peoples schedules/calendars. Can I add a new calendar to my ZOho one? rkulpa
Problem / Not sure
Whenever I look at an email I have sent in the record, the container expands well past the edge of the screen and the rest of the window withens / greys out. There is no visable button to return to the record either. Any ideas on what might be happening? Steven Groves
email templates not visible to ADMIN
I cannot see email templates once they have been placed in private folders. As ADMIN, I am supposed to be able to see them, however, I cannot see them unless the user specifically gives hares the folder with other users, and then I can see them. steve_ami
Receipts
I know you can create invoices in CRM but is there a way to create a receipt dependent on an invoice. I could use this to fax/email my clients proof that they paid and I could also pull a report that would show gross sales for a month.
Chandresh From NYC
Hello Everyone, This is Chandresh from NYC. I have just started using Zoho. We currently have 7 users in Salesforce.com, and I am comparing them side by side. Hopefully, I will start a blog to record my results and let you all know. So far, in just a few days, I have been very encouraged by what I have seen, which is why I am posting this and taking it further. If all works out, I will let the current contract with salesforce run out and switch Chandresh
Web-to-Lead Field Question
I have a field that we input the date we get the Lead, this can be different the the created date when we manually enter a lead. We use the web-to-lead form to get our internet leads, is there a way to have the "Lead Date" field propogate with the date of submission automatically? Thanks in advance for your help. Josh
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