can't assign new user
tried again ....no luck. tkoprojo2
printable logo on invoice
Hello, I try to create an invoice which will print my company's logo in good quality. I understand the default logo can not be used because it is in low resolution. I managed to alter the invoice template pointing to an external file and not to use the {CompanyLogo} tag. Works fine on the print preview, but the logo will not appear in an exported pdf. A good quality pdf invoice would be nice to have. Can you advise me? Regards Thomas elektomi
Your World Clock sucks
Dawson Creek? Who cares? Clean this up. It's really amateurish to make it so difficult to set the current time. What's the difference between US and America? There's little logic in these categories and after 15 minutes I could never find a time that actually worked for US PST. Your entry for PST is an hour off. Your entry for GMT -8 is completely wrong. mark
Standard Users Can Change Record Owner Field
Standard Users (who can view other users records) can select another user's record and change the record. They can not change another user's record by selecting Change from the main record view. When the click the Change button, they are directed to Insufficient Privileges page as they should be. However, if the user selects Edit in the record, they are then able to change the record Owner from someone else to themselves. The do not get the Insufficient Privileges page. Only those with Admin access
Restrict Visibility of Subscriptions and Setup
I would like to restrict visibility of Subscriptions and Setup to Admin Users. I would prefer that non-admin users not even be able to see that those options are not there. I understand that there are some options non-admin users may have permission to access based on General, Report, Tool, Export and Import Permissions. However, giving everyone visibility to this area adds extra clutter for non-admin users. With User-Adoption being the key to success or failure with a CRM implementation, it is very
Add multiple Contacts to the Conact Roles list
How do I add more than one Contact to the Contact Roles list when viewing a Potentials record? There is a Contact Name field in the Potential Information section of the record for adding the first Contact. It seems like I should be able to add additional Contacts under the Contact Roles detail section, but the only options are Add Contact Roles and Edit All. I can create a new Contact by selecting New, but there is no option to add additional Contacts that were previously created.
Self Replicating Products
This is the third time I have written about this problem. Somehow in the course of using the online version of your CRM program products replicated products seem to occur. I keep on running reports to find the sales order these products get entered into by my staff, I have taken many hours to transfer the proper product to each order then delete the replicated product. This is very time consuming and I would really like to understand how this keeps happening and why no one else seems to have complained
バックアップ (Japanease)
こんにちは、 このCRMのシステムではデータバックアップを とるにはどうすればいいのでしょうか？ eitarou dai
Contacts inheriting account data
When I create a new contact and select its account, certain field are automatically populated / inherited from that account, e.g. Mailing Street. How does this work? I would like to setup some custom fields in the same way, i.e. the details in a custom field at the contact level are inherited from a custom field at the account level. Can this be done? David Crout
Templates
Hi ZOHO Team. I created a new invoice template since I wanted to set up a default mail merge letter. I created a letter and mail merged the respective fields. But only some got registered while some others (espcially from dropdown list) did not get registered. Any reason. Simhesvara
auto numbering
Hi. How do I set up types of autonumbering for contacts under the same owner? Simheswara dasa JPS
how do i download zoho crm
first i would just like to say i LOVE this crm :D but i was wondering how do i download it?, there was a link in one of the stickies but it goes to an invalid url :( also if i run my own zoho crm is it free?, do i have to pay?, i don't know (lol) also will this run on a linux server??? thanks for your time -Chris
dates discrepancy in crm
following my prior post, if you define a date field as dd/mm/yyyy, it will not work for the Zoho Sheet, it will force the date to mm/dd/yyyy, can we get arround this? Sergio Onorato
dates discrepancy in crm
following my prior post, if you define a date field as dd/mm/yyyy, it will not work for the Zoho Sheet, it will force the date to mm/dd/yyyy, can we get arround this? Sergio Onorato
account names
Why dont certain account names appear under the my contact tab? but the same contact appears on my account tab? also, when in try to "Find Contact" it switches me over to the Account tab? is this a bug? david
B2C Additional Requirements
Hi Guys, Firstly thanks for the GREAT work on the product, I have been tracking it for approx 12 months and it has come along brilliantly. Firstly, I used to work in the Software industry and understand product management and the application of products to business needs. I finally have a use for ZOHO CRM in a true B2C environment, selling online to consumers. The way I am using the system is as follows: 1. Leads [periodic import from AWEBER; weekly] - due to limitation on number of emails per day
Default field value
is there a feature to have a default value or string in a field when you make a new account ie Country = UK markhudson
cut and paste from excell
if I select a group of cells in excell and try to copy them in Zoho Sheet within Zoho CRM , just does not work. Sergio Onorato
CLOCK UPDATE
Dear Support team I have noticed that your clock has not been updated for Europe/paris time as we have moved to winter time on October 28th. The hour in Paris is now one hour less than the existing value. For instance it is now 11 AM Paris time and your clock is giving 12 AM. It is the same in a few european countries. the hour is changing last week-end of October to winter time and last week-end of April to summer time. Thanks for your update on ZohoCRM french version ! Regards Catherine Catherine
Reversion to previous screen - fundamentally important!
One of my single biggest problems and issues with Zoho CRM is that when things are done on the system - e.g. editing contacts or accounts, the system does not revert to the screen it was on before. For example, if I am going through my list of contacts to add to a mailing list, and see something that needs to be edited, it then goes back to a default view and I have to go back in, do the original search and page through to get back where I was. This is enormously inefficient, and means that Zoho
switch
Hi Zoho Team Is there a way to switch from ZOHO CRM to Sheets/etc Simheswara simheswara
lead conversion
I have a bunch of leads that I would like to convert to accounts. Is there a way to do a mass conversion? Thanks
field carry over
I am using leads and then converted to accounts without converting to potentials first. In the leads screen I added custom fields. How do I make sure that all fields carry over when I convert a lead to an account? Thanks
Zoho Sheet in CRM
when in Contacts, and the Zoho Sheet View is opened, fields appear in English (spanish selected), and in wrong order. Sergio Onorato
Integer
Hi Peter I tried inserting the integer for my products and require decimals. The manual says that integral allows decimals but somehow I am not able to get the decimal features with the integer.
Zoho Sheet in CRM
when in Contacts, and the Zoho Sheet View is opened, fields appear in English (spanish selected), and in wrong order. Sergio Onorato
workflow
Is there a way to set up workflow so that if there is a field value change in a lead's record that it automatically emails the lead's whose field value changed? Thanks
Importing Leads
I get the following message: Leads Added. 0 Leads Updated. 0 Leads Skipped. Following Leads are IGNORED. Reason: Some of the Mandatory field values are null. Row Numbers: 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15 ......... when I try and load from an XLS - the data is all there and I have done the account mapping - any thoughts? Regards David dbosomworth
Some suggestions / questions
Hi here's some questions I posted on the wiki, perhaps here is the better place. :D I have a few questions, I hope this is the right place to post: 1) Can you have Zoho generate incremental Purchase Order numbers for you, just like it does for Quotes etc ? 2) Is there any way to track quotes from Vendors. Part of the workflow should be receive-quotes --> issue purchase orders. Seems like a gap. 3) Can you increase the number of fields for your own address ? 4) Generated PDFs: I have a lot of trouble
Export not possible - no response from Zoho
On Sunday I tried to export my contacts from Zoho. I was presented a form to complete, indicating it costs $10 per export, asking why, and saying I would receive a response within 24 hours. Four days later I have still not received any response. I'm prepared to pay for export - it's a reasonable way to monetize. However I find it very strange to be asked why I want to export, and it is absolutely a major problem if being able to export is dependent on Zoho's response and whim. I am beginning to use
Cannot delete the user or edit the ID
I am trying to delete a user from my CRM and replace with a new user. I cannot figure out how to delete. the user. I am using the linux version and have been hosting it myself for the past year or two and love the CRM. My only issue so far is this. Thanks in advance, Otis[google][/google]
Projects integration with other Zoho apps
hi, Does someone know how to put together Projects with other Zoho apps to log into once? By the way, I get accrose zoho 2-3 years ago but at the time the French translation was not at the top and now i will use it ZOHO IS AMAIZING! I even suspect it is a serious concurent to the Google apps! Or maybe a strong partner. Bravo and thanks to all zoho people ps/well i wonder why in my browser i do not see the "new topic" button on the home page of the forum...
Cannot delete users...
Is there a way to delete users, as opposed to just deactivating their subscription status? Please help...
RSS feeds for updates/changes in Zoho CRM
I've just started using Zoho CRM as the changes made to it since the beginning of 2007 have transformed it into a really useable tool for my company. Thank you for this. I have a request however, it would be very useful to get an RSS feed of updates and changes made to any tab within Zoho CRM. We are currently using accounts and contacts abd will soon progress to using the sales forecasting and tracking tools. Is this planned for a future release? Thanks James
tabs not translated
when changing to spanish the tabs New Account, New Contact, New Campaign, etc. are not translated Sergio Onorato
URGENT-display errors in spanish
please correct labels in spanish, words like Configuración,Teléfono,Descripción are NOT correct (PLEASE remove the accents) Sergio Onorato
Search not working.
Hi Zoho Team, Firstly, alot of thanks to you all as Zoho CRM is a terrific one-in-all enterprise solution. We're so pleased with it that it's in use daily by our company. Now, we need some help as the search function is not working anymore. That's a very helpful function amongst all our users and we really really appreciate some help on getting it to work as soon as possible. Thank you all so much! hi
Apple vCards do not import...
Is there anyway I can get Apple's vCards into my Zoho CRM database? Your vCard importer is rejecting them. ZohoTester
Credit Cards
We have an AMEX corporate card which you do not take, however, you show no other ways in which to pay for subscriptions other than VISA/Mastercard. No individual is going to feel secure putting a recurring payment on their personal card for monthly expense reimbursement. psimpkins
Outlook Plugin - Checking Duplicates
I've just begun to use the Outlook Plugin with CRM. I have around 1000 contacts in Outlook and just a handful in CRM. I initiated the Contact Sync at around 9AM this morning, and we are still checking for Duplicates at 12:15PM. This seems to be taking quite a bit more time than I would have suspected. How long should it take to initially load approximately 1000 contacts? markfantozzi
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