Translating custom fields
Hi, We are starting to use Zoho, (and loving it), and have both English and French users. Is there a way of creating custom fields which show laguage dependent labels? I.e, when the user's laguage preferences are set to French show the French labels and when they are set to English show the English. The data would of course be identical in both. Thanks
HTTP Post to Leads???
Hi all I am using Email2DB to manage my emails and want to automate the inputting of leads process as much as possible. Is there a way for me to post HTTP data to Zoho? I created a web-to-lead form and used those fields for mapping, it works on the web site but I can not get the program to post to Zoho. I have attached a copy of the screen instructions from Email2DB. I am using the following at the Post to URL; http://zohocrm.com/crm/WebtoLead - I am then using my zohoID and password for
xmas 2008 wishlist - Top things needed in ZohoCRM!!!
What are the most urgent things the dev team should focus FIRST at ZohoCRM?
Account Views
Today has been horrible working with account views I am trying to clean up some accounts and creating several new views I get everything in order and save the view The I go back to edit and either add more fields or change the criteria The views disappear and I have to start all over - this has happened many times today It is inconsistent and does not happen every time One time it will work and then I try to tweak the view a bit and "Boom" it disappears and I have to start all over This is causing
More fetures needed for reporting and analytics
There are a few features that would really help drive more business too ZOHO. 1) Improved analytics....I want to be able to track when I call someone or send them and email...so I can generate a report that shows how many calls a user has placed in a day, week, month, etc. Also, it would be nice to be able to see some analytics related to leads - contacts - accounts - potentials. So that I can see on a "time line" how long it took from when the lead was entered till it became a "closed won" potential.
Task Start Date
New to Zoho CRM - there's a "Start Date" column in my All Activities view, yet when I enter a task, there is no place for me to enter a start date in the CRM. There is however, a start date field in Tasks in ZohoBusiness. Shouldn't the processes be similiar?
Quotes/Estimates
Does anyone use Quickbooks online? The estimate/quoting page works great in QB. If the Zoho CRM quotes layout functioned like that we'd use it. However, its much too complicated for our sales team so they still log into quickbooks to do a quote. I considered Zoho Invoice however its not a real time sync. Anyone in a similar situation?
Open Contact instead of Account after converting a lead.
NOTE: I must first mention that I renamed the Accounts tab "Companies" When a Lead is converted and the Company is filled in, It opens the Company record. We never view by company, always by Contact therefor when a conversion takes place we would like to go straight to the Contact. With Much Respect, Kevin
Email import Creates Contact
Hi I am not sure if this is possible. I receive emails in text format from a service that have the following fields; Name: Title: Company: Company Size: Industry Type: Address: Location: Phone number: Email: Is there a way to import the email fields I receive in Outlook into Zoho as a contact? If not, I can also obtain the information as .txt file in an email attachment, while I have been doing an manual import it is not working as we would like, I am looking for something less difficult. Any thoughts
Porting My Customizations of ZohoCRM to other users?
Is it or will it be possible to port my zoho user customizations to other business entities that have chosen Zoho? I am currently experimenting with setting up a Zoho CRM environment for a specific niche that would like to have the type of Task, Template, event and other customizations Im doing- but avoid the pain and anguish of trial and error. So for example ... if Im a Rare Widget Collector and sell them on the internet, and other Rare Widget Collectors would like to do all the same things I can
Leads
Hello, Is there a way to searialize and deseariaize the xml returned by fetching Zoho CRM lead Data Using API into data objects? -Meenu
CC: & BCC: in ZOHO CRM inbuilt email
when I send email from ZOHO inbuilt email and then go back to review it. It does not show any of the CC: or BCC: email addresses - will this be fixed when you guys go live with the ZOHO Mail and ZOHO CRM integration? Got to have this info...
Fetching and inserting data to ZoHo CRM using XML or JASON
Hi, I found a ZoHo Wiki that talks about the ZoHo CRM API ( http://zohocrm.wiki.zoho.com/Zoho-CRM-API.html ) but there are no real examples or any description of available fields etc. Is there better documentation somewhere or is this it? Thanks
Attach Documents to Emails from Zoho Docs or otherwise
When will Centralized Document Management be ready for release?
Web2Lead Confirmation Page
Is there a way to show a visitor the information they submitted on a web2lead page in the confirmation page?
Send E-Mail Templates from Account View
We've got a bunch of e-mail templates set up that we'd like to send directly from the accounts view in Zoho. This way, when we update a client's budget or product suite, we can have e-mail templates ready to go. I don't see any options for sending e-mails other than under leads. How can we make this easy to send account level e-mail templates?
Custom Url Link
Hello, I am new at Zoho and this feature may be built in but i can not find it. I am trying to create a url link in the contacts page that links to an external site with the contact id appended to the url. ${Contacts.Email} will work if ${Contacts.Id} is not available. I need to do this so i can create a custom key for that user to use our software. I come from Salesforce and they have a built in custom button/link function which made this feature easy. The only work around i have been able to figure
Qty.in Stock \ Product Info
We have no use for keeping track of inventory. I am customizing all the "inventory" templates as we are using the quotes, sales receipts, invoices, and purchase orders. I have removed the inventory portion on the products layout but how can I omit Qty.in Stock from being part the process?
How to view employees CRM
I've started a company and hired a sales person to make calls for me. I want to see what they're doing but I can't figure it out and need some help. I've set up an administrator's account and a sample users account. I can't figure out how how I can see into that' persons account and share contacts and customers. Can anyone help me??? Thanks
Sales Oder template
I have added new field to the sales order invoice = parent account name BUT it does not show up and duplicates teh standard account name ( the child) Can you help? Paul Cross
Sales Order template
I want to show the billing/shipping information for the parent company to the account name(child) as have that show up on the template too. Any ideas > how to do this and map the field to show in the template?
Sales Order mapping
I create a ship to pick list and a bill to pick list: why can I not map this to the billing info, I have many customers that I bill to eh parent but ship to the child - can I do this. I have created an extra field to show account name ( standard) and parent name
Sales Order Template
I want to change the template of the sales order to show parent company when it is printed - how do I do this?
Invoice numbers need to be shorter
Is there any way to get the automatically generated invoice numbers to start back at a more manageable number and not a 17 number beast? I know I can create a new field with the autonumber datatype starting at whatever i want, but i want to know if it is possible what is available by default. Thank you.
Customize "List Price" Naming convention
Is it possible to customize the naming convention of "list price", which appears in Quotes, Sales Orders, Invoices, ect? For eg, could you change to reflect just "price", or company initials like "BM Price". The concern is how "list price" appears to some people...like it's the highest price! Thanks, david Batipi / Zoho CRM Partner
Field Sales
I am using ZOHO CRM at the moment and I haven’t really felt the benefit. I don't think that I’m not really using it to its full potential as the layouts need to be customised which I found it difficult to do. Has anyone got any tips and layout suggestions for field sales reps, who is meets customers face to face, cold calls and follows-up on a day to day basis. Also is it possible to create a dedicated phone call planner and organiser as a "tab" with new "phone task" that can be created directly
How can I veiw a 2nd account
I have set up 2 different accounts each with thier own username and log in. One is the administrator and other as a standard account. Using IE7 I log in as the administrator and then start FireFox and log in as the 2nd user. As administrator I want to see the contacts and accounts in the other users CRM. For some reason I just can't figure out how to do that. Can anyone help? If so please contact h_rubin@yahoo.com Thanks, hr
Selective Task Synchronization
We need to be able to also choose only open tasks and also a task date range when we sync tasks with outlook. User with thousands of completed tasks (I would assume) would only want to sync open (incomplete) tasks and may incomplete tasks over the next 90 days, thanks.
Same 17 appointments always get added to Outlook
I use to sync only Zoho categories with Outlook and now have changed it to all appointments/events and now whenever I synch I always get the same message 17 Additions to Outlook from Zoho but the appointments are already in outlook and they do not get added, as there is still only one instance of the 17 appointments i.e. no duplicates Why is it still prompting me to add the 17 appointments and I save and accept then the sync completes. There must be a bug here, please advise, thanks.
Security issue - session not bound to ip address
I login into Zoho. Then I configure to use proxy (so that my IP changes). And amazingly Zoho does not detect IP change! That means session is not bound to ip address. How can it be misused? Anybody in the middle can sniff HTTP data and start unauthorized parallel session. It's unusual practice not to bind session to ip. Please advise.
Approve lead in lead screen
Hello dear Zoho team! It would be a very useful feature to be able to approve lead (created by form2lead) in lead screen. Not in leads list waiting for approval but from lead details screen. Please see screenshot. Because now I have to open leads in separate windows, remeber lead name, go back to leads list and there check. It would be nice to work in one window and use your cool pagination!
New bug found at Inventory Templates
How to reproduce this bug: 1. Create a new Purchase Order. 2. Fill the PO with any dummy data but most important make sure you select a CONTACT in the look-up field, which has a phone and/or mobile phone number. Also choose a SUPPLIER that has a phone number. 3. Ok, now create a new PO Template at "Inventory Templates". Copy and paste the following: ${Contacts.First Name} ${Contacts.Phone} ${Contacts.Mobile} ${Vendors.Phone} 4. Save and go back to the dummy Purchase Order you just created. Click
Mutiple Pick Lists
When we choose to Mass Update contacts and choose a field (in our case Marketing Lists which is a Multi Select field) then we want to mass update to add other contacts to add a value for example "mortgage news" the update works fine. The problem is that all other values are removed from our clients and only the one new value we have chosen remains. So for example our client was already on a marketing list of "Insurance News" and "Mail Blast" then we use mass update to add "Mortgage News" the "Insurance
Quote a Lead - No Conversion
I've been digging into hosted CRM for about 4 months now and am searching for help. Maybe someone can enlighten me. I find no need for potentials because we would rather go directly to presenting a quote. Pipeline data would be drawn from the quotes. Is this silly? Kevin
Broken tax calculation for CRM quotes
I came across a broken tax calculation when preparing a quote. See attached screen shot. The calculation is as follows: Quote total = 54350 Discount 40% of the total = 21740 Taxable total = 54350 - 21740 = 32610 however in the tax calculation popup Zoho shows 21910, which is obviously incorrect. Please take a look and resolve this As Soon As Possible. Sending quotes with incorrect math is a sure way to loose clients. For everybody...
When will email be available in the CRM application.
I was just about to get started with Zoho when I took a look at the forums and was shocked to find that there is no email client in Zoho. Can someone please let me know a workable timeframe as to when this might be implemented? Deal breaker right here. Thanks, Terry.
foto
is it possible to store (and show) a picture of a product and show it on CRM..?
Google Analytics Tracking
Is there any way to track Google Analytics w/in zoho? Example....instead of going to analytics.google.com to look up all the data on my clients sites, I just go to the client page in Zoho and view the information from there....I guess some sort of a plugin would be needed to have the 2 systems talk, but this would help us immensely. Thanks!
Web2Lead and Google Analytics
http://www.epikone.com/blog/2007/10/29/integrating-google-analytics-with-a-crm/ "When we talk about integrating Google Analytics with a CRM we’re talking about pulling information about the visitor’s originating source and sending it to a CRM system. We’re not going to pull the visitor’s entire history, just where they came from and attach it to other information that they enter into a form." Has anyone been able to accomplish this? Kevin
Remove products from contacts
I have associated the wrong product with a contact. How do I remove the product from the contact without deleting the contact
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