Edit Account Settings
I created a new field Server A Text: 40 When I try to add it in with "edit page layout: Accounts" it is grayed out under Available Field Lists. Rick Doerr
CRM Tasks do not show on Zoho Business Desktop
When I add a Task in CRM, it does not appear on my Zoho Business Desktop. CRM Calendar Events do appear on my Zoho Calendar and Business Desktop, but CRM Tasks do not. Also, CRM Contacts do not appear in my Zoho Business Contacts. Thanks! Paul
Additional Contact Fields?
Is it possible to add additional contact fields, or rename the existing ones? For example it would be nice to create fields for "industry" and "company size". Thanks, Keith
Unable to add any more Potentials
Hi! I'm trying to add more potentials and Zoho is not allowing me. The screen goes blank and a blue bar moves along with my cursor across the screen. Is there a setting that only allows a certain amount of potentials? If so, have we exceeded this amount? Thank you! Tonya McDaniel
rich text support for text area fields
Text formatting in text area fields should support rich text. dgdlux
How can I setup different group permission in ZOHO?
We have a head office with another 2 agency office which they have their own managers .I want to set up each office manager so they can manage their office only and see all their staff lead and... and me in the HQ could see all the info in all the offices? Thank you fo r your help
Charts don't work properly
Hi, I've got a report called ITSE Pipeline. The report works fine and generates the results sorted by probability i.e. 20, 60 & 80. But for some reason, the chart decides to display in the format 60, 20, 80. It doesn't seem to get the fresh information from the report Any ideas ? Thanks Simon Simon Earl
merging accounts does not show contacts who will be merged
While cleaning up the account DB I noticed that Zoho does not include in the UI information about the contacts that will be merged. Please address this in future updates. I want to see what contacts are being merged and have the option of editing out those contacts before the merge. thank you Dennis dgdlux
Potential Details reviewing file forward
I need the ability to view my potentials like a file card... one after the other... I want to be able to click 'view next' not click on potentials tab scroll down to next file click file wait for it to open review repeat... The current UI is very time consuming. Please address this in the next update... thank you Dennis dgdlux
sort drop downs by alpha
I'm creating views and the drop downs are not in alpha. Please sort drop downs by default alphabetically. dgdlux
Tasks and Calendar reminder does not work
When setting a reminder in a task or in the calendar I get a reminder on email right away instead of on the time scheduled the reminder to be set. I have made a feedback on this matter several times with no response. Do anyone have an answer of the problem? aquatex
Tracking Conversations (Email/Phone)
CRMs should normally track email/phone conversations. Can we do this per potential?
Updates?
I have been away for a while and have come back to see what functionality has been added. Looking at the Wiki that whats new shows Sept 07 as the last update. Is this correct, if not can some one point me in the direct of New Features. Thanks Gordon
Viewing Email
Viewing emails in a Contact is difficult because the text doesn't wrap. Also there no way to get back to the Contact list. When I click on the back button it leave ZOHO CRM . rchave
Task Notification
When I check the box to send a task notification to myself it works but if someone else sets up a task with me as the task owner and checks the email notification box I do not receive the email. Are we doing something wrong? Lindsey Kauffman
Problem with Calendar view
I have started to evaluate Zoho CRM. I have some problems with events. I have enetere several events to my calendar and I see them in daily view. But some of them are missing from weekly and monthly views. This seems to be an obvious error or ... pertti
Common event
When I enter a common event where I invite my colleague. In this case he can't see the event in his own calendar? This is quite confusing and can even prevent us to take Zoho CRM for daily use. pertti
Thanks
This is amazing software - has helped me get my business going with a very professional level of organization. Thank you! glenn
Pictures in massmails?
Hi How can you put pictures into massemails. When you can insert a logo in the signature you shold also be able to insert pictures - or? aquatex
Help
please call me asap Brad Boruk 469.964.6699 Brad Boruk
Web-to-lead form BROKEN (just in the last day or two?)
Hello, We use your Web-to-lead HTML form. Without any changes to our Web-to-lead code or settings, this feature had stopped working properly. The last properly-functioning lead was on 2/10/08 and the first problems emerged on 2/14/08. So something broke in the last 4 days. ** Our configuration ** We use a Web-to-lead form on the website when someone requests a whitepaper. When the user submits the form, ZohoCRM send the user an auto-response email (a specified email template with attachment). ZohoCRM
need notes field for user details
I'd like to see on the user details a note field and as well a set of reports for that user... dgdlux
Open Tasks
Is there a way to add to add fields to show in my OPEN TASKS when I logon to Zoho CRM. I have reminders that i have set to call clients, but you have to click each one to see who the reminder is about.
Data Validation
Please allow us to mark a field as mandatory or "Can't Be Blank" when we are creating custom user fields. kschuyler1
Email Button
From contact details page please add button at top of page to send email. Also would be useful from contact list view next to the contact name. kschuyler1
synching with blackberry
Hi I want to synch Zoho CRM with my blackberry remotely. Is there a tool to do that? Zoho CRM support team please respond to my message to my email as messages posted via the CRM feedback do not include the option for the user to get responses back from the forums. thank you Dennis dgdlux
Mass Emailing Limit
Where can I go to see the number of emails sent in a day, and when is this count reset? Jean-Marc Reynaud
user management
I need to know: when user last logged in what was their last edits by -hour -day -week -accounts I need to be able to read the emails they are sending via the CRM. I need to know what templates they are using. I need to be able to force spelling control on the emails before they are being sent. I need to know how many files they have created/ edited. I need to know in one shot (pre-built screen) of how many tasks they have completed. There are lots of other things that I'm sure that I have forgotten.
Tie workflow to email
I'd like to be able to update a record when I send email from within Zoho. For example, I'd like to set the status of a lead to Contacted automagically after I send the message. Perhaps you could do an Ajax comment on the post-email-submission popup (the one with the "close" button). It would be doubly cool if you had an email interface so I could all this within my mail client (i.e. "to" and "return-path" are dynamically substituted... But baby steps first. :) -Derek
The near mythical API's
ZOHO Guys, When are they coming? Some sort of progress update, even to say they are in testing or don't work at all is better than the stonewall silence. This is not the first time I or other posters have complained at the lack of info. Andrew 'trying not to go to Sugar CRM' Copley
logo on PDFs
Hi Our logo no longer appears on our PDFs, neither our custom templates or the default ones. What has happened, does anyone else experience this issue ? Chris.
Include Web to Lead in an HTML Email?
I tried embedding the code from a web to lead in an html email. The web page opened to: http://crm.zoho.com/crm/WebToLead and stuck there. No lead was posted to my CRM database and the webpage was not redirected. Anyone know of an html fix to this. Apparently the code is only good within a webpage. Thanks. Stan
Export sorted list
The Zoho CRM does a great job sorting based on criteria. However, now that I have sorted my contact list into just the ones I want to see, how do I export just those meeting the criteria to excel or somewhere else. For example, I'm trying to export a list of all contacts with an email to outlook to email this group. I don't want to use the email function in Zoho since I have a nice template in Outlook that I want to use and it is difficult to transfer it. Thanks. SWP
Can't get Print Preview in Quotes
When I click the Print Preview button in the Quote screen nothing happens. Am I doing something wrong? Matt McDevitt
note time organization
Hi - when I post notes to accounts or potentials, they do not display correctly in term s of time modified. Even when I click th elittle arrow to sort them. Any ideas? Thanks. Tim Rochman
Bug with search tool
First off, this shouldn't be an anonymous post, but for some reason, I get a user name and password do not match error when I tried to log in. Second, when entering a search string in the search box on the top right hand side of any of the tab screens (Accounts, leads, activities, etc), if I hit enter instead of clicking on the go button, it just brings me back to the previous screen. It does not perform the search. Any ideas or help?
Order of Open Tasks
I am constantly reordering open tasks on the homaepage dashboard so that the order is from OLDEST to NEWEST instead of the default. Is there a way to change the default? Thanks, Thomas Morling tmorling@gmail.com
Surname defaults to Mr in Contact Import
When importing contacts, the "Mr." surname is automatically entered in all of the records. Any way to import this a "none" or blank? If not, is there a way to mass update the records?
Remind At Field Unaccessible
I can find no way to access or use the Remind To field or set reminders. I see the field in the task field list, but not in the layout screen. I need to be able to set reminders
Design views for smart phones
Is there a way to design views of these screens that are optimized for smart phones and their small screens? Robert Tichy
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