Zoho CRM Outlook Edition
Is there any way to sync with Outlook automatically on a given schedule? Can an email in Outlook be added to a case? Thanks jh jhilkey
Email integration a la Relenta CRM?!
Any plans to include ability to send and receive email as an integral part of CRM, the way Relenta CRM does it?
Outlook Sync Suggestion
Has anyone already mentioned how absolutely wonderful it would be if we could map the Outlook "categories" field to a field in Zoho CRM when syncing? Furthermore, maybe have the option to customize field mapping when synchronizing from Outlook to Zoho? James Bowie
formulas
Is it possible to create formula fields? If not, that would be great feature to have. Also, ability to use scripts to interact with other services via api would be great also. Thank. Alex iSold4Cash
AWESOME+++++++
Again, AWESOME+++++++. I haven't begun to utilize the power of this application fully yet, and already I can see serious potential. I WILL need to upgrade as my salesforce increase, but for now...... Kudos, to you and yours, Roger Pierson rogerpierson
Stage descriptions
After creating a new Potential in an Account, we can edit this Potential and set different Stages in time. But I would like to keep the date and description of all the contacts made with the account during the evolutions of the stages... How can I do it? P.e.: 25 SET 2008 - "Phone call to secretary. Obtained cell phone of John Smith. He's the one who may be interested in product. Contact him in 3 October." 3 OCT 2008 - "Contact made with John Smith. Interested in a meeting to see product." 10 OCT
Contact roles bug?
THIS "BUG" IS RELATED TO B2C CUSTOMIZATIONS ONLY 1. I create an opportunity 2. I try to add "contact roles" to this opportunity 3. No contacts are found :( 4. Now I go inside a "Contact" 5. I link this contact to an "Account". 6. I go back to the opportunity, link it to the account 7. I can now add the "Contact Roles" ----> Therefore, the "bug" is that under a B2C use of Zoho CRM it is impossible to use the Contact Roles as is. Any workarounds?
Evaluation of CRM
Hi, I am consider the following CRM 1. vtiger 2. zohocrm 3.salesforce.com 4. salesboom.com Kindly inform me on the features that they have and why we should select zohocrm. We are based in India and need a 25 user licence. Noor Haji
bug: You cannot create more than 50 Text Custom Fields (or 4
"You cannot create more than 50 Text Custom Fields" Struggling to create a lookup field for the Notes view (Lookups don't appear to work) I stumbled on another bug. CRM complains "You cannot create more than 50 Text Custom Fields" So I deleted one. That should mean that I now have 49, right? Wrong. I got the same error after deleting a text field and then trying to create a new one. And, since there is no one place to show all of my custom fields I have to dig around in all of our modules to find
mass mails: show count for the day
mass mails: show count for the day I need a running count of the mass emails being sent out and, as admin, I need to know WHO is sending them! dgdlux
"Next" Arrow jumps to random alphabet
I noticed that every time I press the "next page"-arrow (for instance in the Accounts module) - although my view is "All Accounts" - the page jumps to some random alphabetical letter causing the output to be < no Accounts found >. So each time I have to click "All" and try again. Then it works... This happens in every module. Regards, Eleonore
Sharing my Calendar
Is there a way to share my calendar with my junior sales person so that she can view my calendar and schedule appointments with prospects? She should be able to view available time slots and have the necessary permissions to fill those slots. Chandresh
lead problems
One of my collegues is having issues when setting up leads. He cannot enter a company name in the compulsary field dispite being able to do this previously. Also, he cannot send emails from within leads dispite being able to do this previously. Can you help. John Moore
Converted Leads list/Edit/Del inconsistency?
Not really sure if this is a real bug, or just confusing design. In the Leads module when looking at Converted Leads and I click on a Lead Name the following message appears: Oops !!! Lead has been converted already. This Lead is already converted. When clicking on the word Edit next to a Lead Name the edit form appears, containing all the Lead information. However, if you change any information and try to Save the following message appears: Oops !!! Lead has been converted already. This Lead is
adding users
How do I add users to my Zoho CRM? js
Mapping
It would be great to build some, say, PHP/JS code like so... http://www.business.zoho.com/vo/map.do?contactid=132424 You could even do the same thing for "Contacts" or "Leads"... plot them ALL on a map... and gain invaluable data. kyle.olbert
auto populate
Hello If I add a custom field can I auto populate from another field on the same page like an address? Aaron Landsberger
How is outlook category handled in CRM synch?
Greetings, I've not found any documentation or trace of my outlook category information being transferred to my CRM database. Please tell me how I can get better control/display of the outlook categories in Zoho CRM. thank you Dennis dgdlux
Back-buttons
When in an Account's details page it would be practical to have a 'Back' button that brings one back to the previous listing page. Right now one has to click again on "Account" which brings back to the first page, but not necessarily to the previous page.
hallo
hi Adam! thank you for your mail. i want the list of characters at reads & accounts English to Japanease. ex) A,B,C,,, => あ,か,さ,,, 石井
need help tracking multiple campaign responses
I am looking for suggestions about how to handle a problem. We have a raw mailing list of about 3,000 people. We're not importing them all as leads yet. We are mailing all 3,000 people something every month this year. Mostly they will receive a postcard, or an envelope containing a gift certificate voucher. To register for the gift they are directed to a Web page (a different page/form for each mailing). When they fill out the form (a Web-to-Lead form) they become a Lead in Zoho CRM. We have added
email content scare!
I sent an email and then cked the 'email content' in Zoho after sending. I saw: My message ... And then this! ${User.First Name} ${User.Last Name} ${User.Email} ${Organization.Organization Name} I freaked! I sent a test email to myself to see if this was a new bug but the fields were populated properly, thank goodness. I want to see exactly what was sent in an email with all fields populated. thank you Dennis dgdlux
Hebrew translation
This is a great system !!! I will be happy to offer it to my clients ! Do you have a hebrew translation ? If not please send me some info about how i can translate your great system to hebrew !!! Waiting for your reply . Ron ozery Jobhunt.co.il group.msp
Re: Merger of main Zoho Apps
Hi Guys, I am just wondering I work for a small organisation that is involved in Project Development. So I have been tinkering with all your different Apps to see how we could roll this out as our main system. Right now we are able to use a single login to access most of your Apps in one hit. From out point of view the merger of Zoho Mail and Zoho business is a step in the right direction. I guess being a user of Zoho CRM the added functionality of Zoho Mail, Zoho Projects, Zoho DB, Zoho Meeting,
Web-to-Lead
I've been using the web-to-lead and have a question.... 1. Is there anyway of formatting the auto email I receive with the entry information from the web-to-lead? Right now, it comes in a random order that is not easy to read. Thanks, Josh Also, when is the new version being released?
Web to Lead _ Salutation
In a previous support ticket (#2017790) I had received a fix for the salutation field in web to lead. "Sorry about that. Its our bug. We will definitely fix this in our next update. In the meanwhile, as a workaround, kindly replace the field name "Salutation" (ie., you have to replace the <input type="text" name="Salutation".. to <input type="text" name="saltName"..)in your web form to "saltName" and then try creating the lead. It will work. Kindly try it and let us know." This worked for a while
problem importing invoices
i want to migrate my old invoice data from excel to zoho crm,i can't find any setting by which i can do it.Please advise, how can i do it ? Saurabh
Approving leads from web.
It is not clear how one approves a new lead generated by web form after the email is sent. danielrluke
Validating Fields in Web to Lead
Has anyone found a way to validate form field requirements (i.e. required fields, data types, etc) in web to lead. I have set the required validations in the form script and it works fine if I have the form handler email me the results, all validations are performed prior to emailing me the results on submit. However, when I replace the form action with the web to lead script, the validation does not happen. Is anyone else having this problem?
OneCare detects JS/Xilos Virus on your Help page
When opening up the help for your CRM, Windows Live OneCare alerts me that the JS/Xilos virus has been found. zoho.david
still persistent synching error problems with outlook plugin
We're still getting persistent synching problems and the Zoho pluging is NOT telling us how to fix it or allowing us to accept all errors and continue... Synching is a very time consuming and frustrating process. dgdlux
Tailoring
How do I change field names? We don't use ZIPs we use Post Codes, We don't talk about Mailing or State and this is a business app so I don't care about birthdates and so on. How do I rename/get rid off these fields? And why isn't such a key start-up job obvious? Brian Smith
Web to Lead - Broken again?
Hello, I've just noticed an issue with the Web to Lead feature. This might be a configuration issue on my side. Not sure. I have not changed anything for months. The email confirmations are working correctly but the lead data is not getting stored to the CRM DB. Ugg! Here are the capture pages in case someone needs to look at the code: www.solargies.com/solarcontact.htm www.solargies.com/contact.htm Thanks, Daniel
attachments to accounts: option to download all into zip
attachments to accounts: option to download all into zip We would like the option to download all account/contact attachments into a zip. Please include this option in the next possible update to Zoho CRM (which I hope will be VERY soon)! dgdlux
using edit event from calendar returns blank event
using edit event from calendar returns blank event This is most decidedly a bug. Please address and advise. thank you Dennis dgdlux
Web-to-Lead
We have started to use Web-to-Lead and have two questions: 1. Is there a way to see the leads that need to be approved when you logon on to the Zoho CRM without having to go to the Setup>Approve Leads? I'd like to ad it to the HOME Tab. 2. Is there a way to add spam proofing software to validate the entry so a webot can't just keep submitting the form? Either we can use a 3rd party software or Zoho CRM can add that as an add-in. Thanks for your help.
Can't change contact to none
I have a potential lead. I have the wrong contact associated with this potential opportunity but I am unable to delete the contact associated with it. Does anyone know how to delete contact from a potential lead. Thanks, David David Levitt
link, lead vs opportunty
Why is impossible to link a opportunity with a lead? you 'ld do a quote to a lead as a compte! Sollat Stéphane
Zoho Sheet View
When using ZOHO SHEET VIEW for Contact, I am not able to update a column i have called Actual Date in Text. When I type for example 9 October 2008, it appears as 10/09/08. Why is this? but if I were to go individually and correct the contact it is ok. simheswara
views missing: new bug?
I've created views recently, saved, edited, saved and edited in spread sheet view and then the views are gone! This has happened twice in the last 24 hours. dgdlux
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