after merging Contacts notes formatting is gone

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

* Calendar

* Email



search results

on search return events in order of occurrence

It took me way too long to realize that there were more than the then 10 events in the list...

put the event dates in a sortable column and default the old events to the BOTTOM of the list!
Events

Custom Field Settings : Events

No custom lookup fields
can't assoc. events with contacts / accounts automatically

customizing

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 the other custom fields. This is of course time consuming and counter productive.

Request:
-show one one page all custom fields created and created by whom and where they are located
-improve Lookups to actually populate from the modules (if it worked before , it is not working now)
-custom fields: publish list of how many custom fields are allowed and how many are being used
-allow admin to sort in fields list view the types of the fields
-if possible, allow for searches to be created by clicking on the desired fields and performing searches based on only those selected fields.

Linking

Need a way to permanently link between contacts and accounts with perm links

Labels: linking
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:

http://crm.zoho.com/crm/ViewCustomViewList.do?module=Notes
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

Reports

navigation

no easy way to rename reports
move reports to other folders
no info on who created the report and when they created it

columns report name / description not sortable
need to know who created it
when it was last run
when it was last modified

columns

data

I want to be able to exclude blank/ empty results

creation

Report Folder

Can't create new report folder on the fly.

duplicate data



Task Description Event Description
getting duplicate data in the reports for events

Please provide UI for
-sorting reports by name
-last modded
-name of editor
-last run
-edit name (w/out opening entire report)
-edit description (w/out opening entire report)

Text ares in notes need specific quantity because there is text overun on reports with lots of note content
Reference Videos

I try to track / record issues as I bump into them here:
http://youtube.com/profile_videos?user=pleabargain&search_query=CRM
Though this is not a complete list.

Here are some more:
http://screencast-o-matic.com/search?q=zoho&l=0&s=createtime
Labels: video
Tools

oo-googledocs-integrator - Google Code
code.google.com/p/oo-googledocs-integrator/
Openoffice plugin providing integration with GoogleDocuments and Zoho.

Nice. Works

Labels: google
UI

place to add photo of contact
Clock

We have clients all over the world. We use the clock regularly. What would be nice is if you could rig a java script to the country or city so that we know what time it is as an option in the contact /account view

View Note: no link back to parent contact or account
And the search and recent item doesn't indicate where the note came from either...

Please put a chain>that>shows>where>the>note>came>From

* How to edit records in a report that return records but no record URL or number?
* Zoho Attachments Thumbnails and Descriptor Field Please
* when searching for matching contacts, when I click on the column header I want the column to sort alpha
o it doesn't do that now
* autofill is too aggressive and doesn't wait for the user to make the selection for the autofill the UI just pushes the selection as the option without user agreement
* find and merge doesn't include contacts in the listings...
o contact data might be get added to both accounts and then lost in merge
* find and merge of duplicates cannot tell the difference between lower case and caps
o ABC company is different from abc company (this is wrong and CRM should see co. name as same and as duplicate)
* on search displaying 1 to 10 of XXXX is what is needed. Right now all it shows is displaying 1 of 10. I need to know how many total hits are returned on the search as well.
* Admins need to know total storage used across all users for attached files
o please show total size of files attached by user sortable by size and user and account
* Support for Russian (Cyrillic)
* Customize.do?title_key=crm.title.setup.home
o sort the list on the left
* under quick create sort by name
* Put 'edit this form' button for admins on all pages
o keep history of edits and place for admins to leave notes on why changes were made
* more custom fields and more field types
* admin should be able to add help information to user specific to that field.
* way for users to send feedback via UI to admins not to Zoho
* date stamp notes so that as the contact relations evolve we can have date stamps on phone calls, messages, notes etc.
* more sophisticated phone logs
o date stamped
o user
o place for notes
o ability to email those notes
o set flag for future actions
* sort the 'setup' UI
o column on left should be optionally alphabetized/ sortable

Outlook Plugin

* after synching email the contact/ account doesn't show up as recently modified in the 'recent list' on the left
* please retain categories in Outlook in transfer to Zoho
* please include attachments, especially logos and contact photos
* please provide more verbose error reporting when plugin complains of
'error on parsing'
* question: How to retain proper addressing information
o We need city and country fields to be populated...

Bugs

* problem with outlook synch creating bogus dates
*

Cons

* primitive email tool
o no autofill of addresses when typing in to: field
* too few custom fields for the forms
* no wizards for managing structured data entry based on business rules
* custom forms not possible at this time
* poor handling of mass email and templates
* no 'admin' perspective of email sent by users
o with more staff Admins need to be able to see what is being sent out from company email
* reports from notes is very primitive and layout is poor
* too simple handling of orders/invoice and inventory
* no sales quote to invoice handling
* can't add custom help instructions specific to fields (desc. of what should go into this field, why this field is important, etc.)
o support for in frame videos/ swf of training / media playback
* inventory of vendors and in-house inventory is mixed
*

Pros

* great support
* easy to use
* can export all data

questions

* For single sign on
o connection to Creator?
o will there be data binding between creator and CRM when the SSO goes live?
* Can it produce expense reports?
* How can it be used as a B2B platform? How do partners access data securely without having to pay $15 per head?
* Will there be an https option for a fee?
* When will a shopping cart be available?
* How do I set a follow up to an event?
* How to use the dependent field mapping?
o /EntityFieldCustomize.do?module=Contacts

Wishes

* for contact and account details I want to attach a zohosheet/ writer/ notebook etc.
o I want to keep all of my docs under one SECURED environment
* 'one click' access to editing structure of forms for admins
o I don't want to have to go to setup to edit a form... admins should be able to go straight to edit mode
* use of writer/ sheet/ notebook /email synched in with CRM
* tighter binding with creator and DB
* email campaign management
o click tracking from email campaigns
* I'd like to be able to 'push' out our inventory to a website in 'real time'. I don't want to click click click to publish changes in inventory, I'd like to have an auto publish (something like the google documents allows) so that my visitors will see my inventory in real time. Ideally this would then be connected to a shopping cart (which I'm hoping Zoho will soon provide!).
* Use cases from Zoho showing how a particular tool fits into a hypothetical business function

Calendar

Zoho CRM - Day View
crm.zoho.com/crm/events/ShowCalendar.do?type=dayvi...
ALAVIA.RU
bug: editing event details from calendar returns blank event

I clicked on edit for event A in the calendar.
The edit event form is returned blank!


using edit event from calendar returns blank event
This is most decidedly a bug.
find and merge duplicate events
option to open event in calendar

* no pretty print for calendar
* calendar invitations
o no cc
o no details in the message...
+ If I'm sharing the task/event with someone I want all of the data to be sent preferably as an Ical or ICS event so that the recipient can import easily.
* no synching with google calendars
o workaround: send invite to outlook account, synch via Outlook CRM plugin
o need Ical export...
+ using google apps calendar synch from Outlook
* doesn't remember bar view
* need to be able to 'subscribe' to user's calendars
o need to be able to view 'calendar layers' of staff
+ ex: view John, Mary and Vijay's all at the same time but not Hiram's
* contact birthdays need to appear in the calendar as events
o if we take the time to enter them it must be important...
* rollover is not useful... it's all code. Better: on rollover show owner and description data

Email

mulitiple email accounts for users

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

Templates

I want to see in a glance
who has edit perms
who has perms to view/ use
who has last edited
who has last used
I need these to be all sorted... especially the last edited
I'd like to be able to click a button to see a preview

I want to be able to save drafts
I want to be able to clone multiples
I want to be able to move multiples at the same time

populated fields
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.
mass email

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!

Attachment
No indication if a sent email had an attachment!
last edited! who edited it! Where was the template used? Save as draft! Preview with fields populated!

Clone multiples at once. Move to new folders en masse.
allow users to create subfolders for example:
accounts
billing
questions
thank yous
conference invitations
product updates
DisplayAllTemplates.do
I want the list of email templates sorted.
I want to know who last editied them.
I want to know which ones are used most.
I want to know who is sending what and how frequently.
I want to know the click through rate of the email.
I want versioning for the edits of the email.
I want rollback on changes.
Mojo Mail 2.6.9 | An Easy Mailing List System :...
www.biocompsystems.com/cgi-bin/mojo.cgi?f=s&l=Prof...
list management using Mojo Mail 2.6.9

Mail listing/ newsletter management would be most welcome.

* it would be nice if Zoho Mail was the UI
* primitive handling of mail merges
o no autofill of names from email db
o can't preview what you're going to send with populated data
o can't forward
o can't save as
o can't save as a template the outgoing emails crafted in the CRM
o can't send at a future date individual emails!
* primitive UI
o problems with word wrap and spacing
* Need a way to access all fields from across CRM to populate email templates
o we've got solutions but we can't package the solution into an email easily
+ how can we forward the solutions to our clients?

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dgdlux