currency
Hi I've just noticed that all my invoices have now the USD symbol as currency.. the thing is, I am from Europe, so it should display EURO symbol instead... I have checked the Company Details page to see if there was any change there, but all is ok, I have my country Portugal there... even tried to switch to UK, to see if the Pound symbol weould show instead of the USD symbol, but no.. ~ any ideas ? thanks Paul
Populating Title on Import
How do you update title (Mr. Mrs. Miss etc not job title) on leads import - I can't see how to map the fields Thanks, Phil
the "TextArea type field" isn't showed in the dropdownlist
Hi, At the "Activities" page, select one record ->click the "more action" ->click the "Mass update", I found the "TextArea type field" isn't showed in the dropdownlist. I want to ask: why the "TextArea type field" can't be mass updated?
Outlook Plug-in not working after SSO upgrade
Help- My Outlook Plug-in will no longer add emails to my leads within Zoho CRM after the SSO upgrade. I have already uninstalled and reinstalled the Outlook Plug-in. How do I fix this issue? Thanks.
Customizing Product Name Lookup window
I have a question about customizing the "product name lookup" field that pops up when adding a product to a sale order. I would like to be able to customize: a) What appears in this window b) How the information is displayed c) The size of the window d) Be able to filter based on product categories to limit what I see Is there a way to do this? I have searched the Help pages and did not find anything. Attached is a screen shot of what I am talking about.
How can I recover original Inventory templates?
I edited the original templates in Inventory templates and saved them under new names. I would like to get the original Inventory templates back. How can I do this? Thanks.
Integrated Calendar & Contacts to ZBiz
Have Contacts and Calendar for ZCRM been integrated with ZBusiness as part of the SSO? I just added an appointment in CRM and went to business and it didn't show up. is that still coming in the future? thanks, James
Are Price Books Required
I would like to setup my quotes and invoices without price books, but it seems like price books are required on a quote. Is there any way to not use price books with my products, quotes & invoices? -BW
Support Options
Where do Paying customers get support other than the forums? A whole business day turn around is not cutting it.
Sort by last name.
http://discussions.zoho.com/zohoforums?ftid=2266000000010834 It's extremely difficult to find "Bob Ward" when you have LOTS of records named Bob. So when will this bug be fixed? I know....."Next update" but what date can we expect this.
Zoho CRM - SSO Migration: Feb 21-22, 2009
The much awaited Single Sign-On (Zoho SSO) for Zoho CRM is ready! We are planning to migrate our existing CRM users to Zoho SSO during this weekend. After SSO migration, CRM users can access all our Zoho Services with a single user name and password and vice versa. The scheduled maintenance plan is as given below: Start Time: 21st February, 2009 8:00 PM PST (GMT-8) End Time: 22st February, 2009 8:00 AM PST (GMT-8) Total Duration: 12 Hrs For more details, please refer
Data Management
Having some difficulty with the following: New Users are not able to view company-wide data. They are only limited to viewing records they create or records for individuals in roles that are subordinate to them. I imported a number of accounts/contacts as the administrator and I'm assuming this is preventing them from being viewed by other roles. Is there a way to globally assign these accounts as organization accounts so that others can see them without over-riding settings to give them public
Can't add new account, new contact...new anything!
Forgive me if I am totally missing the obvious, but when using the 'New Account', 'New Contact', 'New Campaign' etc etc options, the only options I get are Save Save and New Cancel Nowhere does it allow me to add data into any fields. Please see attachment I have tried creating a contact, lead, account etc in the quick create option and this works fine. However, when I want to add more details to an account / contact etc using the edit feature I still get the same options as above. Hope this makes
CoupleNewbie Questions
Im new to Zoho, been a Salesforce user for a LONG time. A few questions before I dump alot of time into Zoho... 1. Can a page (code) from another server be displayed on the detail views of records? 2. Are there unique ids for all records useable for integration with other systems? What do these ids look like? I ask this becuase I do alot of work with image libraries on co-located servers integrating with Salesforce, I am hoping to do the same withZoho.The id fields are key to making this work...
Devis-Facture
Hello, I've problems with the CRM PrintLayout http://crm.zoho.com/crm/printlayout.do Your comments (Bill to, Ship to, Product Name, Product Code, Qty, ...)are in english on the devis and the facture in the french version when I would print it. Certain others comments are so stange (Grand total, sub total, ...). That's a reels problems to work with your CRM I'll profite to say to you that your Quote Number is so long ! 96836000000032053 The goods translations in french are : Quote : Devis Valid till
Quickbooks
With quickbooks coming out soon, will ZOHO CRM's current inventory model change?
Credit Card Processing
With or without Quickbooks, will I be able to process credit cards directly from ZOHO CRM?
Adding "Discount" Field to Quote pdf
When I print a quote or generate a pdf of a quote the "discount" field does not appear though the reduced price is presented as a total price. This is confusing my customers. Is there a way to add the discount field in the template used for printing and rendering the pdf???
Synch of Calendars withi Zoho
Is it possible yet to to have the Zoho Business and Zoho CRM calendars synch? In the past I read that this would happen with Single Sign On, but I have not seen that happen.
When Adding Custom Field, Need to be Able to Rearrange/Reorder
It doesn't appear possible to reorder the fields under settings, even if I add a custom field. So, the flow of input is greatly affected in the new field should be third from the top but by default it's added to the bottom. If there's a way to correct this now, please let me know. If not, can this be added to the Roadmap.
Quotes and Invoices for Service-based business
I'm trying to figure out how to adapt Zoho CRM "products" and "quotes" to fit our Message on Hold business. One problem I have is that pricing for our services depends on a host of factors, from the length of the contract (1, 2, or 3 years) to the number of locations served. We offer discounts for longer contracts and for multiple locations. We also have several pricing structures - Monthly billing, annual billing, one-time payment, etc. Prices also vary depending on the number of productions
Task - Save & New
please allow the task to carry over the task details when you select "save & new" the reason I even use "save & new" is to add another task to follow up with the same task info and I need it to carry over the previous task info (contact or account info and the related information) please advise...
Importing (Zoho POP3 ) Mail to CRM ( akin to MS Outlook Plugin )
Is it possible to retrieve and convert my incoming mail in Zoho/Gmail to a webform as contact/customer lead?
Please add the ability to see products and their List Prices
We need to be able to generate a list which includes products and their unit price alongside any other list price we have created such as reseller, distributor, importer etc. Supporting List Price in related list, (under Tab settings), would allow us to do this. Thanks.
automatic email campaigns
Does ZOHO CRM have the ability to set up automatic email campaigns? Where you designate a lead to receive a set number of emails, a set number of days apart, automatically?
New Update to Zoho CRM
When is the next scheduled update for Zoho CRM? Can you share any expected features, specifically, will users have the ability to send and recieve email? Thanks, David Batipi / Zoho Partner http://www.batipi.com
Cannot create contact within a partner
When I try and create a contact within a Partner it will not let me do this. I can create a contact and the contact gets created but not linked to the partner. The contact gets created on its own with no other associated records.
Dashboard won't add decimal numbers
I'm not sure this is really a bug, but there no longer seems to be a help forum and I can't find the answer. We use a decimal system in order to keep track of our inventory. I am trying to set up the dashboards in order to keep track of what has been sold, but the dashboards only add the whole numbers, not the decimals, so if we have sold 3.0, 0.5 and 0.1, the dashboard total is only 3. Is there any way to get around this?
Completing a task reminder needs to be turned off
When we mark a task as complete a message always pops up about the reminder and we manually have to turn off the reminder before we can mark the task as complete. Can you please ensure that when we mark the task as complete that Zoho CRM automatically turns off the reminder, thanks.
Bug with Chrome
Using Google Chrome, I can't add a 3rd product when creating a new Purchase Order. Very strange behaviour, since the first product is added perfectly. No problems in IE, though. Any thoughts on that?
sugarcrm type advanced search
Where only leads with Lead Status X Y and/or Z can be viewed quickly.
Page Layout | Top -> Bottom | Left -> Right | Add 2 Columns Top -> Bottom
PLEASE!
When is single sign on coming?
Hi, I thought by now we would have single sign on. Is this still going to happen or is CRM going to continue being an island of information. Thanks
Quickbooks Integration?
We are considering using Zoho CRM, but need to have QB integration. I have searched other threads in the forums, it seems to be a feature that most people have ask for. Do you currently have this option and if not are there any intentions of adding QB integration and what would be the possible time line for adding it? Thanks in advance
A little help with classifications of lead, potential, contact -- workflow
Hello: My business is a law practice engaged primarily in real estate closings --- purchases and refinances, residential and commercial. Based upon our experience our business source is an individual person (could be a loan officer, real estate or other referring individual source). Our Business Source: The individual person can and does change the company he/she works for. We look to the person to provide business, not the company he/she works for at any given time. The SOURCE of our Business
Changing Adress, city etc. of account doesn't change adres, city with contact
When the adress off an account/customer changes, the changes will not take place in the adress off the contact. Is this deliberatedly or is it a fault/bug.
Stock / Inventory - Reorder
Hi, I'm trying to work out if I can generate a report of products that require reordering. There is a way to generate a list of products by supplier, but what I need is a list of products that require re-ordering? Many thanks in advance. - Stuart
Add to calendar
I noticed today a meeting link that was within an inbound email Add to My Calendar | View My Calendar Will these be linked to ZOHO CRM so that the calendar entries will be in sync?
Adding cover page section to Inventory template
I've had several requests for a cover page section where a user can write up a paragraph or two that will print out with the quote template, but on a separate page. In order to do this I need to be able to create the Cover page portion of the template, insert a page break of some sort, but also make it so that text maintains its formatting from how the user entered it into the text area. When the form is exported or printed, it should come out as two pages. I know this all possible, I'm just having
Management of Stores
I think I might have made a big error. We are a small start up that is initially approaching very small retailers to carry our products. I assumed that they started off as 'leads' that then got converted to 'accounts' once they agreed to carry our products. An issue that I have is that we don't remember every single person that we interact with. We work, in our work flow, with stores. Right now, by using Leads, Activities are centered around Last Name. Once I get a store owners name, seeing
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