field carry over
How do I get a field to carry over from a "lead" to an "account"? Thanks Rob
invoice numbering
How can I set the current number for a invoice ? The same for each document in CRM. Thanks! Bogdan
products and stock
A product stock is been decreased by a sales invoice. How is possible to increase the stock of an product ?? As I see the Purchase order does not modify the stock amount,or I am doing something wrong ?? Thank You ! Bogdan
Solutions as a public knowledge base
It would be nice if there was away to incorporate the solutions into my web site instead of just an internal knowledge base. Have some type of html coding or a different page for my clients to be able to search the knowledge base. Gregg Battaglia
Web Form to CRM Spam Issue
Hi All We have an issue with the Web Form to CRM system. It works great however is open to blatant spam abuse and while we can limit what is entered we can not limit that people / automated systems can fill in the form and submit it. Is there any anti spam system available for the web form system Tks Chris
attachments
I would like to request the ability to create folders or sub headings under the attachments sections of contacts so I can organize them. Unless I've missed something I don't believe that cababilty exists. jhwhite
doucment numbering
where can i set the numbering method for invoices ? Thank You Bogdan
Calendar Synch. with OUtllok
I am trying to synch my calendar with Zoho from outlook... It gets about half way through the "Reading Appointments" stage and gives me the error "Error while getting calendar details form outlook." Can someone shed any light on this.... It is a pretty obscure message with little detail. Thanks. Jack Brandt
conflict between outlook to zoho
Although I choosed "Zoho CRM Wins" when conflict between outlook to zoho, still I get the massage that 1050 contact will be deleted on Zoho and not be added to outlook. Why is that? How can I be sure to copy from ZOHO to Outlook? Yacov yacov_ygl
Purchase Outlook Edition Only
I have started using Zoho CRM, and I will probably NEVER grow above 1 user. Can I purchase the "outlook edition" only or do I have to purchase a full user package and the outlook license as well? Please advise. Jack Brandt
Contacts, Accounts, Potentials?
I'm new to CRMs and I'm a bit confused. I uploaded my entire Outlook contact list. Some of them are possible clients, some of them are current clients and some are just contacts. How can I go through and define this information without having to re-import the same data 3 times, then go through and delete the unnecessary items? Is there a way to convert a Contact to an Account or a Potential to a Contact or Account? Sorry if this is all elementary stuff, but I don't see any simple way, like a button
Can\'t select Vendor
I get this error message when I try to select a Vendor for a new account: <fmt:message key='crm.alert.contact.association.check'><fmt:param><fmt:message key='${singular_modmap['Contacts']}'/></fmt:param><fmt:param><fmt:message key='crm.module.name'><fmt:param><fmt:message key='${singular_modmap['Vendors']}'/></fmt:param></fmt:message></fmt:param><fmt:param><fmt:message key='${singular_modmap['Accounts']}'/></fmt:param></fmt:message> wes
Service Cut
Thanks for informing us about the urgent maintenance scheduled seconds befor it take place. Can I have an idea about what was this emergency update for? Mustafa
Calculating Probability Amounts
If I have a product amount of $50,000 and a 50% probability, do I need to add a field to create a probability amount of $25,000 by multiplying the probability percentage by the product amount? AND - can I then aggregate this new field - by product - on a dashboard?
E-Mail?
Where is the email feature, is there any plan to sync with zoho mail>
Custom Dates
I was adding custom fields to my Sales Fields List and received the following message, "You cannot create more than 10 Date Custom Fields." Could you please let me know how to change this, it is necessary for me to have 20 date fields. Thanks... NAWREI
mass email option dissapearing
I'm trying to use the mass email, for leads and contacts but the option is not their. I've just used it about half and hour back.. and now i didn't find it... Hope that it will not take months to fix like the date format problem and the report deleting problem..... You usually take months to solve such small issues... Mustafa
Dissapointed
I really feel disapointed. Nobody told me the Outlook version was only for trying. I am an alone user. I was very entusiastic friend of zoho, but.. Thank you any way. Angel. Angel Escamilla
how can I delete my entire account?
I need to delete my entire account so my employer can add me to the one he just created for our company. Is there any way to do this? andrea
Display Date & Time
Hi, Althogh in my personal seting the time zone is set to Israel Standard Time, the date is displayed the American way. What to do? Thanks Giora
MAJOR PROBLEM WITH \'QTY IN STOCK\'
Hi, if you create an invoice then go back in, edit, and resave, the system deducts the product amounts again, creating false numbers in stock. EG I sell 20 x Widget 1's. There are 100 in stock. I save the invoice and the new total in stock is 80. I need to add an address detail, so go back in, edit, and resave it. When you look at the resaved invoice, it will only show 60 in stock ??? Pls advise what to do ASAP. Burnard Tauranga
Integrate Asterisk
Is there any way to integrate Asterisk with ZohoCRM?
Customize home page
I am new to zoho. I would like to customize my home page to display different items like leads and other things rather than what is defaulted to view there. How do I do that?
e mail flexibility
it would be nice to have the flexibility to e mail from an outside client like Mail in Mac OS X and just add the email to the contact page of the person. Paul Melcher
EMAIL
Please email me if we can set up email in the crm. Apter
sgileles@12.technion.ac.il
Why wont Zoho CRM allow me to save a lead using this email? I get an error message thats says "please enter a valid email" Thanks harlan@ats.org
limits
If I start to use your crm app------is there a limit on the number of contacts I can add if I am using a free version? thanks rklimt
creating a contact from lead
how do I create a contact from a lead??? ditkis
logo
You should be able to upload your company logo, and have it replace the existing ZOHOCRM logo. Would make it look more professional. Derrick
Import difficulty
Love the site but having no luck importing contacts. I have followed all of the instructions and it says it is importing but hours later still nothing.. Any advice? Mark Ufland
Display time
My Time Zone is set to Israel standard time. Why is the date still displayed the American way? Thanks Giora
Adding information from website to ZOHO
Dear Zoho staff, My billing is performed outside of the zoho system. Is there any way I could mass import the sales amount this year of each customer into the zoho system? Regards, Thierry
Great System, A couple of suggestion..
Hello there, I love ZOHO so far. Just wanted to suggest to have the option of using email templates also when emailing an individual contact. And also, when using templates have the option to edit them right before clicking "send". I noticed that now the subject and body are fixed so you can't do any custom changes for that particular mailing. Thanks, David daser007
Number of Fields
Please allow for the placment of more than 50 data fields, and 10 check boxes Robert Marine
Custom Views in ACCOUNTs
The Custom View in ACCOUNTS does not appear to be functional, There is an obvious glitch in the "Specify Criteria" tab with the pick lists that are provided. I thought I could skirt around it by "adding criteria" and making it an "OR" such that the non-functioning criteria would not matter. But it does not create the custom view at all. This is a critical feature, please advise when it will be corrected. Thanks..Kathie Kathie Prihoda
Mandatory fields
Is there any way to change attribute of mandatory field? For example: Closing date in Potential is not necessary. The potential is open as long as it is not close.
Lead assignment rules
I am trying to set up lead assignment rules. Under Lead Settings the tab Assignment Settings is shaded and unusable? Why? harlan@ats.org
Sync with Outlook Calendar and/or Tasks
Really need to get a sync setup for Outlook Calendar and tasks. I would consider it one of the best CRM's if you can do this. Also -never got the Outlook contacts to sync. Problem never solved. Rwood
sales automation
One important thing we need is automated emails in a sales program. For example: initial call, email 1 day, email 2 day, call again, 10 days email etc Can you do that? quent
Assigning Leads
I am creating leads. In my Zoho CRM database I want to assign different Board Members names to various leads so that when I bring up the Board persons names I can see which leads he/she is responsible. How do I do that? harlan@ats.org
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