Having trouble understanding multiple users on Free Zoho CRM account
I have a small organization with 2 users (myself and one external sales person). I thought I'd try out Zoho CRM and so far I like what I see. But I'm having a really hard time understanding the whole multiple user model. I'm hoping someone here could just explain it a bit better than the Wiki/Online help (which really doesn't explain anything other than how the screens look). What I have done is create one Zoho account for me. I have put a few leads, accounts, potentials in there. Now I want
ZohoCRM- Copy Customization available with Free Version?
Zoho.com lists Copy Customization as a listed Administration feature. I've created a new free account and I have added a second user. Copy Customization is not in view under Admin Settings. Is Copy Customization available with a free ZohoCRM account? JP
Print Leads seperatly
I have created a specific lead view using criteria - 1000 records down to 10 I require based on criteria. Now I have my 10 leads I need to print one per page to give to my call associates to call and make notes HOW?
getSearchRecordsByPDC case-sensitive inconsistencies
is there any particular reason why searchColumn *is* case-sensitive but selectColumns is not? (note: other methods also have this problem, but this one is the most recent for me and has thus prompted the idea) i suggest: a) make everything not case-sensitive; -or- b) document what is case-sensitive and what is not case-sensitive. thanks for your consideration! cheers, -e
response time to bugs is UNACCEPTABLE
is anyone else out there incredibly frustrated with the piss-poor response times to bugs and issues? my client is beyond upset ... not only am i billing him to recode the implementation to comply with these new API methods (and i am the second developer he has retained for this project, so this is the third time he's paying for a ZohoCRM implementation) ... but when i open tickets on friday/monday and here it is wednesday with ****ZERO**** response, i just don't know what to tell him ... frankly,
update insertRecords documentation with example demonstrating Product Details
please provide an example of inserting a quote or invoice record, including the sub-section for Product Details. there is confusion on format, required fields, etc. also (mentioned on another ticket), it seems as if insertRecords does not work with newFormat=1 if there is a Product Details sub-section included in the XML. cheers, -e
Help Understanding the Plugin
We are new to Zoho CRM and the Outlook Plugin. Currently a couple of us are testing the system and having some trouble understanding it. I have uploaded some of our database to Zoho CRM. I can sych using Outlook. One other person has an empty Outlook Contact file. He is trying to download what I have uploaded from Zoho to his Outlook contact file. Nothing happens. It says there are no changes. He has tried switching between Outlook Rules and Zoho rules but gets the same result. Any ideas?
When syncing with Outlook plugin, how do I sync the same contacts with multiple users?
All the contacts in our Zoho CRM database were created by user X. When I log in as user Y using the Outlook plugin and sync contacts, it reports that there are no contacts to sync. When I log in as user X, it happily syncs all the contacts. How do I sync all the contacts with all the users? Thanks!
window is opening inside itself (screen shot attached)
This happens in Firefox, Chrome, and IE.
Contacts not saving-to accounts
Hi all, We are having a bit of an issue with the add contact function of the account details page. Upon adding a contact and clicking save, the page navigates back to the account details and scrolls to a red arrow. the problem is that the red arrow points towards a still-empty box where the contact should be! Any help is much appreciated! Cheers
Outlook plug unable to handle email addresses with ' in address
On first sync I got the following error message. Isolated the issue down to email address in Outlook having either 's around the email address or within the email address. This needs to be fixed.
Need help formatting Date output in templates
I am working on a customized template for creating quotes. I have 98% of the process done correctly, but I am running into a wall formatting the date properly. The way our version of Zoho works all of he dates are expressed as MM/DD/YYYY. This is fine for the data entry, but when I create a document I want it to show the date as Month, DD YYYY - For Example - January 5, 2010. How can I do this?
Need Help formatting Line Breaks in Addresses when creating Templates
I am creating a quote template and I have 98% of the formatting complete. A problem I am running into is how to handle he spacing between lines in the formal Address Area of the document. I want there to be no extra space between the lines - just like you see within the paragraphs here when they exceed a single line. Instead, every time I hit the enter/return key to place the Street address or city, State Postal Code on a separate line it creates a double line space. Is there are way to avoid this?
contact mismatch in Quote using insertRecord
we have two contacts named Bob Smith, so two different ContactIds ... each contact is assigned to a different Account, so two different AccountIds ... when i insert a new Quote record and supply the AccountId, Account Name, and Contact Name, i end up with a Quote record that sometimes has the incorrect ContactId associated ... apparently ZohoCRM API is just grabbing the first ContactId that matches the Contact Name supplied, even if it is not associated with the appropriate AccountId that i am specifying.
Import from Access database
I am attempting to import my customer database from Microsoft Access into Zoho CRM. I want to bring in both the company name and the contacts and have them associated of course. When using the migration tool it asks me to choose which module to import to, either contacts or Accounts. How can I get the contacts to be identified with the Accounts.
E-mail address validation too strict
I cannot add an email address in the following format: Bob.R.Smith.-ND@company.com The CRM validation rejects the .-ND part of the e-mail address with the error, "Please enter a valid email." But it IS a valid address. Can this be fixed quickly please? We have a large list of contacts from a client company that uses this format. Taylor S. Client Service Manager
New Features
There are so many posts on what people are looking for in Zoho CRM to be released. Ive listed some below but wondered if ZOHO could give us all an update on these progresses instead of its coming. Maybe are they coming 1st qtr, 2nd, 3rd, etc? -Blackberry/Iphone Moblie CRM Access -Email Templates- Being able to create your own HTML with images and stuff rather than using source codes.Making your templates more editable and have headers/footers, etc like salesforce does. -Calendar within CRM -Call
Reinvitation cannot be sent as users selected are already added in some other crm account
One month ago, I added a user to Zoho CRM. Because of a mail problem, she couldn't accept the invitation. Now, I tried to Re-Invite her, but I get this error: "Reinvitation cannot be sent as users selected are already added in some other CRM account". How can I solve this problem?
CRM Trial Enterprise Edition with no Field Updates
My trial edition says that it is the Enterprise Edition yet I cannot do Field Updates on Workflow. I am wanting to do a complete evaluation of the Enterprise Edition. Can someone help me?
Creating Custom Quote Form
Recently switched from salesforce crm to zoho. Need some advice with setting up a simple quote form. We are an industrial supply company with the majority of the products that we sell not suitable for entering into a price list. Currently we do quotes using and MS Excel template that has QTY - Description - Unit Price and Total. The description could be completely different for each quote depending on the customer. The purpose for using zoho is really to manage our customer list. Not concerned about
Is it possible to embed Graphics in Inventory templates?
I am creating a customized Quote template and I want it to include our company header and footer. Currently the only Image I am able to embed in the template is the tiny logo we use here in Zoho to customize our copy of the system. Does anyone know of any method for embedding a graphic inside the output document?
Email Template Tutorial
Is there a tutorial or manual of some sort to explain email template creation? Paul
Email templates not accessible for all accounts
Hi, I create several templates folders and email templates according our needs. I checked and both of them are fully accessible for all accounts. However, one of the accounts can not see the templates, only can see the folders (but they remains empty). Even I tried to create a template with the affected account but the issue persist. Does you have any idea why is this happened? Thanks,
Send to Iphone
I could really use a send to Iphone on for contacts/accounts are you guys considering sync'n with Iphone directly (not thru outlook)
zoho crm - starting campaign with a group of leads...
When I start a campaign, it allows one contact or lead. Can I start a campaign or a new task using a group of 100 leads? Thanks Marcus L
How to import my old crm
Hi at all. I have a database of my ex crm. When I try to upload my backup of this crm, the extention is xml, I can't click the fuction for upload. Is possible to resolve this problem? thank you.. Marco
Wanted to get data from A PBX Application for Report Generation.
Hi I have developed a PBX Application tat would track the data of Calls of my sales team with the Leads. Now, i wanted zoho to generate a Report on a timely basis regarding the duration of the calls by auto identifying the Contact/Lead related to the Called Number...In short, I wanted zoho to identify the contact name associated to the phone number in the Contacts module by reading the data that is obtained from the PBX Application as an input. For this, I wanted to know, whether i can send the data
Alerts?
Is there a way to create an alert for leads which meet a certain criteria? More specifically, I have a custom field within the Leads module which I use to show me leads which I have given estimates to. I would like to have an alert to tell me when it has been one week since the date which I gave them an estimate. Is this possible? Thanks!
Open Leads vs. Todays Leads? What setting makes them such?
What makes a lead Open or Todays Lead in the Predefined Views in the Leads Tab? There is nothing in the Lead Status field selection in a lead that has in the pulldown menu "open" or "Todays" Thank you. Fyi, I think I figured it out. I went to Reports and saw that Todays Leads relates to Created or Modified Time. Still need to know what makes an Open Lead?
Does anyone have an idea how can I dynamically create entities due to changes of values in custom (or system) fields?
Does anyone have an idea how can I dynamically create entities due to changes of values in custom (or system) fields? Here is my business need: I implemented a CRM process for a consulting company. I renamed the potentials entity to projects. This way I can link projects to customers. Then, I manage for each project tasks and events. In the project custom fields I had created the following fields: Reoccurring Project checkbox: X Project's end date: 31/12/2012 Reoccurring period:
Outlook plugin not syncing anymore
I synced some contacts last week, but today I tried to add more and it's not finding the new people I added. It just says there are no changes. I tried using the "Mark as Zoho" button and also manually setting the Zoho category. I uninstalled (deleting the "data folder") and reinstalled with no effect. Some syncs will freeze half way through the contact scan, and then recover, which is how it worked last week. But today some syncs scan smoothly without giving me a "not responding" message --
Generate Ticket - New API Format
I use the Zoho API to add leads into the CRM module. This has been working well for my clients and although it doesn't seem like there was much warning, I should be able to get everything updated to the new format by December 7th. It looks like now we have to pass our API Key and API Ticket now to insert a record instead of using a username. Before I was just generating another API Ticket if I received the error code 4834 but not saving the ticket anywhere. Is everyone saving the API Ticket somewhere
Problem on "Expected Closing On" Field
I was trying to add summary under Deals Tab. One of the field there is Expected Closing On (date) but can't type anything in the text box.
Few States are only listed on drop down menu for State
I try to add lead using quick add but I just noticed that there are only few States listed on the drop down menu for states specifically for United States.
Looking for some more functionality in zoho crm reporting
As the number of users we have using zoho crm grows, so do our reporting needs. I love being able to schedule a report to automatically mail out but I have a few requests. 1. A sort order for the reports that can be saved. I am not looking for grouping, just a sort. For example, on some of our Potential reports, I would like the report to sort the list by closing date. Yes, I can do it manually but there is no way to export or schedule the report with that sort in place. 2. Report scheduler
Zoho CRM 5.0 Installation
Installed Zoho CRM 5.0 on Windows 7. Starting the server it gives an error and stops. Error: Srating server from location c:\Adventnet\Zoho CRM Free edtion......... Create process 65432 error=2 Press any key to continue........ I then installed it on Vista 32-bit but get same error. Any idea what the problem could be? Manuel.
Exporting Reports Problem
When I create a report in accounts I expect it to be sorted by account. However this is not so. By clicking 'account' it then sorts alphabetically. Then if the report is exported to an Excel or PDF file it is no longer sorted alphabetically. I should also note these are all 'tabular ' reports. Dennis
Email template wyswig problems
When I create an email template using the built in wyswig (i don't code html) it does not work properly and is also inconsistent. For example: I will input text with a specific font and size and when I save and then mail it, it has different fonts and sizes. Also, If I put numbers or other characters, the formatting does not appear like I put it when I inputted the data. Any suggestions?
Music Lesson Studio
Hello all, I own a music lesson studio with 7 teachers and about 100 students. I need to know if CRM is a good choice for what I need. Can I customize it to work for me, or should I use something else, like Creator? My needs: Database for students contact information. calendar that shows events happening in the same time slot. We can have up to five lesson occuring at the same time. Attendance tracking. Email Invoicing and payment tracking with ability to provide a link in the invoice emal for
Exporting Addresses of Converted Leads
Is it possible to export the addresses of converted leads only (specifically Closed Won leads) to Excel? Any help will be greatly appreciated!
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