Why can't I map a custom field to a standard field?
This would provide some useful flexibility. For example, in Contacts you have a standard field called Department. But the Leads module does not have a Department field. I have department information for many of my leads (people working at colleges and universities). I can add a custom field to the Leads module, but then it won't let me map that field to the Department field in Contacts. Is there a way to resolve this problem so that I can import my leads and keep the department information?
Customers mailing list
I want to start a mailing list to our customers and I would like to get all the email addresses of our customers from the Zoho CRM... So, I have hundreds of ACCOUNTS and each ACCOUNT has a few CONTACTS but only part of them are CUSTOMERS, that is, only part of them have the field ACCOUNT TYPE = CUSTOMERS. How can I do it? So: GET ALL EMAILS FROM ALL CONTACTS FROM ALL ACCOUNTS (WHICH "ACCOUNT TYPE" = CUSTOMER) Thank you
Data Loss in Lead Conversion
Hello, When converting Leads we are seeing data loss in specific custom fields. * Zip 1 * Zip 2 * Zip 3 * Password These fields are not passing through to 'Contact' once converted. Please review and advise. This is a critical component of our business and we are unable to convert Leads until this is resolved. Thank you Zoho Team. Tim Mancuso - Director Global Sales MyREALTY.com, Inc. tmancuso@MyREALTY.com MyREALTY Admin
Sending Invitations for events in zoho CRM
I would like to put on a webinar for many of my leads already in zoho crm. How can I send them an invite and track the people that would like to attend. Is that a current feature of zoho crm. If not, I would like for that feature to go on the roadmap.
Spell Checker problem
Whenever I use the spell checker and click 'finish' the text from the message is repeated - I have to edit it before I can click send. Is this a known issue or is it just me? Steven Groves
outlook synching fails
I've deleted and deleted a few contacts from Outlook a number of times but every time I synch with Zoho the contacts are there again. Should I mention the stack of errors in parsing from Zoho? I'm really hoping that the next v. of the synching tool is a lot friendlier to busy people. dgdlux
stage probabilities not matching amd stages not ma[ping to p
Can you have a look - my case probabilities aren't coming through on reports, adn the home pipeline funnel is showing wrongly. Thanks, C crawfurd
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Reports - Summaries
I've tried using the summary report and haven't been able to do the report i'm looking for. I would like to have a TABLE show me counts of my leads based on Lead Source. Can I do this without putting the report into Excel? I don't need to see the actual records, just want to have it show the counts. Thanks!
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duplicate data in note reports
Here are the column headers: Destinations Account Name Industry Title Note Content We want only unique notes from that account but as the account has multiple contacts in the account we are getting stacks of the same note in our reports with only 1 in 20 unique note. How do we fix this? Dennis dgdlux
after merging Contacts notes formatting is gone
I had a very nicely indented description of a contact and then after merging all formatting was lost. Please consider an XML or Html base for the notes and maybe even just concatenate the notes when merging. thank you Dennis p.s. My current notes for CRM are here: Google Notebook Zoho CRM Last edited March 24, 2008 More by dgd » Sections: * search results * Events * customizing * Linking * Notes * Reports * Reference Videos * Tools * UI * Outlook Plugin * Bugs * Cons * Pros * questions * Wishes *
Ability to delete/redefine lead fields
Post #2 Zoho CRM will do everything I need it to do with the exception of deleting some of the fields that are presented. How can I delete these fields and create the custom fields I need? Thanks in Advance for any responses. TNHS
Creting a report for Leads created
Hi... I wish to count the number of leads that are created on a daily, weekly, monthly basis... I have tried my hand but could not really do much... Would like to have filters for time period and User (or all) Any help will be appreciated Thanks, Aseem
Accounting
Are how poeple using ZOHO crm with an accounting software. ZOHO crm is great but i need to incorporate it with some sort of accounting program. Anybody have any ideas?
field copy
Hello, How can I mass copy one field to another. For example I created street1 so I could bring the data over when I converted a lead so how can I copy all the data in field 'street' to field 'street1' Aaron Landsberger
Exporting Customized Reports
Once i customize a report, the Export button goes away. For instance, i am running the "Leads by Ownership" report then customizing it to show an individual sales person's leads (which I feel I should be able to do from the main view of the report but I can't) and when that report is run I can no longer export to xls or csv or pdf or anything because the export button is completely gone. -eric Eric Wilmeth
Lead sent to same persons
I need ability to send SAME lead to MULTIPLE persons I am a lead aggregator and this is critical. Joseph Stevens
Software Update Status
Do you have confirmation on when that update that was scheduled for last weekend is going to actually go live? Thanks, James
tasks
when creating a task and a email is sent include the info with it. i.e. when i create a task for a lead the lead info should be emailed as well Evan Marcotte
i can not change the companie logo
i need too change the company logo but the option to change it not apear, what shoud i do? CdC Holding S.A. de C.V.
Search for duplicate leads should not be case sensitive
When searching for duplicate leads the search should not be case sensitive. In other words, searching for first name is "david" should return "David" in the results. Otherwise it's too easy to miss something - many people filling in forms will use all lower case letters.
Adding field for "Suite #/Apt#" in the address box
I added a 2nd street field for suite # or Apt # in the mailing address box, but then noticed that when I sync it with outlook, that field won't sync. Now when I go to write a letter via mailmerge in Outlook, none of the suite numbers are there for any of my 2,200 contacts. Is there any way to map the fields sync'd with Outlook? PS - Adding a categories field to map to would be great too! thanks, JB
transferring contacts from File Maker Pro
Good Afternoon, Does Zoho accept File Maker Pro files? Thanks so much. CRM ZOHO
TAsk report
Hello, On the task report, I would like to see the account and the contact for each task/event shown in the report. Thanks, Nils
Template copy
Hi, How can I copy templates. I need to have templates in diferent langages, so I would like to copy the Quote, invoice templates. Thanks, Nils
Company details
Hi, I need possibility to add more fields on the Company. These are necessary for invoicing matters like VAt code, Banking information like IBAN, aso. There is no field list for Company details. Thanks, NIls
Hello From Arizona, USA
I am reviewing this software on behalf of clients and as a potential partner for the International Sales Pros Association. I have been looking for a powerful collaboration tool for some time and so far ZOHO seems to have most of what I need. If you want to learn more about either myself or the International Sales Pros Association, you can learn more here. Michael Goodman Executive Director www.internationalsalesprosassociation.com or www.gosalespros.com theflyingg@gmail.com
Error: ViewCustomViewList.do?module=Notes
We're struggling to add account name or company name to the notes display. Adding custom fields/ lookup fields etc has been a lesson in frustration. To cap it off we're getting errors: Sorry, the page you have requested was not found. Please check the URL for proper spelling and capitalization. If you're having trouble locating a destination on Zoho CRM, try visiting the Zoho CRM home page. Go to Home Page dgdlux
Any way to submit information to be attached to a Contact?
Is there any way for an external system to submit information to be added to a Contact in Zoho CRM? My preference (I think) would be to add a line or two of information to the Description field of an existing Contact. A second option would be to add a Note, Event, or Task to an existing Contact. E-mail address would be the preferred key to select the proper Contact.
Notes Field
Why is it that I can make a note in every tab except products? It would be great if I could make a note in a product, and link that note to the associated Account tab or Contact tab via "Lookup" fields when filling out the note. James Bowie
Leads
I have a list of over 100 leads. I am working through them in alphabetical order by company name. When I try to click on the right arrow at the end of the list to see the next 50 I haven't yet been able to do it. Am I doing something wrong? Russell
multiple addresses for contacts not well supported in sendin
mulitiple email accounts for users CRM does not allow user to choose between multiple email accounts for a contact... meaning mail@mail.com and mail1@mail.com Only mail@mail.com is available in send options in CRM mail interface Needs to support more than one email using CRM mail account dgdlux
field data transfer
Hi all, several times I created new lead/contact/potential field. when converting the lead the data was not automatically transfered, with the result, that the data in this specific field was lost. Is it possible to transfer data while conversion from lead to contact at all? Thanks for your help Jens Jens jdzoho
Suggestion for Revenue Projections in "Potentials"
In my business (Real Estate), we may get paid on each deal that we close in two parts. The first half payment comes usually months before the second half payment. Can we add a feature into potentials to account for the fact that when the deal is closed, the payment may come in parts? That way we can use it to forecast revenue more consistently. I'm sure there are other users out there that receive payment the day the deal closes or receives payments in parts. You could set it up in 6 fields: Estimated
more issues
So, I've solved the mandatory last name issue by adding an "x" into that field for all the leads we do not currently have names for. However, when looking at the Leads listing, I don't seem to have the option of viewing them alphabetized by company name. It only recognizes the Last Name of the person attached to the company name. Help please. Best, Ed Edward Preston
email
Hi, I would like my name to be on the emails I send from CRM, not just my email address. Is this possible? Perhaps you could add a field under 'user.' Thank you. J Smith smithworldwide
Create list of Customers suggestions
We have some software products and our customers are all the time making one or more suggestions to improve our software products. These customers, as well some other potential customers (other Accounts), most of the times, give the same suggestions. So we would like to create a list of suggestions and then, for each account, pick one or more of the suggestion�s list created. One way would be to use the �Cases� and it would be just fine! But in that way we must write the suggestions over and over
Cannot change Case Owner if there are double quotes in Subje
I had a case with double quotes in the subject. After clicking the "Change" link next to the Case Owner in the case, I selected a different user and clicked "Save". Nothing happens, and I receive and "Error in Page" message in the IE toolbar. When I changed the double quotes to single quotes, it worked fine. tg
Potentials revenue
Is there a way to calculate company revenue on a sale vs individual revenue. For example, if I sell a product, my company records a sale of $100, but of that total sale money, I get 50% as a commission. How do I enter that information in to have a revenue forecast for both the company, and myself? Jim
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