Mapping
I've created a new custom field the Customer tab. I want this data to be in the associated (or mapped) with the contact in the Contact tab also. Do I create another custom field in contacts? If so, how do I map them? Bob
What good is a CRM app that doesnt automate a series of events???
Ok so I have been tweaking and custimizing the CRM app - that has no email client integration for one. [arrrrrrrgh...] Additionally, the whole purpose of a CRM app to me is its ability to automatically trigger events, tasks, emails and other such activities in a Pre Programmed sequence - based upon rules and triggers. The notion that this system is not intended to allow automated email to my clients based upon user event triggers boggles the mind. We really need to be able to create sequences of
Account Address data Blank - Contact Mailing is populated
99.9% of my Contacts Im importing from outlook 2003 are single location employers, and the contacts mailing is the same. Id like ot be able to have the sync place the contacts mailing address data [for USA] into the Accounts mailing as well. Easy way ...?
Calendar integration
Hi, This may be sacrilege to mention or even talk about - it might even get me baned for talking about but... is there any plans to integrate or sync with some of the more popular google apps like calendar and gmail. I know they are your competitor but nothing drives innovation like competition. Integration also makes sense from some of your blog discussions about ease of moving between suppliers. By the way I read a recent Zoho blog about Sales force coming to Zoho to integrate its products into
Mailing Address between Accounts and Contacts
Hi there, Im loving ZohoCRM and can see it definatly being used within my organisation. I have a little problems which I would love some help with. I have added custom fields for mailing address to suit New Zealand. I have added them for contacts and accounts. Now, is there a way I can make the Account address the master so any contacts I add will have the same address automatically? I look forward to your reply. Regards, Josh Lindsay
no email client?- at all?
im trying to eval this product but cannot for the life of me find anywhere where email accounts can be setup, or checked and sent from... am i missing something? if it doesnt have such a facility then, frankly, i dont see the purpose of this CRM. i hope that im missing this feature somehow. can someone please advise me as i havent been able to find instructions via help or these forums. external email plugins etc arent an option- especially msoutlook. thanks, tim
Cant get a zip code field for a customer?
I'm sure I'm missing it, but I dont see a way to get a zip code field for a customer. What am I misssing? I tried to add the field under setup, but it's not listed. Any thoughts??
Zoho CRM plugin blows my Outlook up
Hi all, I'm a brand new Zoho software user and today I've installed Zoho CRM plugin to Outlook. The installation went without problems, the taskbar is visible. But when I try to enter 'Preferences' from the 'Zoho CRM' menu, the Outlook crashes and asks if I want to send details to MS. ;) Can you support me with any ideas what the purpose of such a problem can be? Does it matter that I have Polish version of MS Office, not English? I will appreciate any help. Thanks a lot! Rafal
Editable Field Layout in Reports
One feature that drives me nuts is that the reporting feature in ZCRM is really no different than an excel spreadsheet. Yes it will output data, but the thing that I have trouble with in Excel is having 40 columns of data and needing to print...it all must go on one line. It would be great if ZCRM would allow us to create customizable reports such that we could have multiple fields stacked vertically instead of all lined up in columns. This way I could have many fields on one report, without having
translation error
At the left panel (where the "world clock" is), the first feature is SEARCH. This is correctly translated into "Buscar". However right behind that, there is the original text "Search layout" UNTRANSLATED to Spanish. Generally speaking, there are several small translation glitches like that in the Spanish version of ZohoCRM; my question is, how can we report that to Zoho? By email? By this forum (bugs section)? Or maybe the users could actively (voluntarily) help the translation team?
Skandinavian Character set gets corrupted during import
I have an issue with the Skandinavian character set (������). I can�t get them imported right. Any idea how I should: - save the CSV file in order have the character appear right in the fields they are imported (Accounts & Contacts) and/or - use a trick to import them right My original is a Excel 2007 file, which I save as CSV file. Excel is English version. Cheers, Nils
SHARED LAYOUTS
As an administrator having created component layouts for the home page how do I make it so that all standard users see exactly the same components and layouts? Also how do I stop non administrators modifying layouts? GRAHAM
Sharing Layouts
Can you please advise how to set it up so that the component layouts on the home page that have been created as an Administrator are shared with all users. Currently standard users see a default home page layout. Graham
CRM Homepage 101
I must be thick. This has to be so basic. How do I change/add to the fields that appear in each of the components on the home page. Graham
Changing the "Zoho CRM ID:" of the initial Adminis
It would be good to be able to change the Zoho CRM ID of the person that initially created the CRM account. The reason is that we would like to be able to set up a Zoho CRM on behalf of a client (we are Zoho Resellers), do all the necessary tweaks and changes, then hand it over to them, once we are all happy that it does what they want. They may prefer that we do not then have any access to it. Any chance this is possible, or can Zoho change it if we request it by email? It will not be a regular
Data field mapping
I have mapped several fields between accounts, contacts and leads (among others) - I need all mapped fields to show the same data. Please tell me when you guys will be doing this as it is causing me much problems trying to work with my data.
Re: World Clock
Hi All, Just letting you know that the World Clock is wrong. I have put it on Australia, Melbourne and Australia, Victoria and regardless of what I choose it is still 1 hour out. Brandon Soo
Attachments corrupt
I use file attachments with the quotes and the commands. Unfortunately, some files are corrupt few hours after being uploaded. And I confirm that they were correct just after the upload. Seems to be an hosting problem ?
Residential Customers
I have both commercial and residential customers. Should I just enter a new residential customer as a contact, or also as an account? Hopefully someone can give me an incite to this issue.
Defining user views
How can I define different user views or access - ie I want a user to be only able to see the leads assigned to him/her, not all leads
Can't create an account
Hi, I'm trying to sign up, but can't see an verification code in either IE 7 or FF3? Thanks, would really like to try out zoho... Tom
Must Have List Price as Report Choice
I'm trying to put together sales reports that show summaries by product and invoice dates. The unit price is not working as this is a constant price for each product. We sell our products at various price levels, and this is always the "list price" on the invoice. It really seems like you have this backward, as the list price should be what the product would normally sell for, and the unit price is what is actually charged. I just need to get the unit price as a selection for reports. I cannot provide
Real Estate Zoho CRM Best Practices
I would like to create a repository (zoho wiki, maybe?) for CRM best practices regarding the Construction/Real Estate business. As a starting point, here's an interesting list of FIELDS to be considered when customizing your Zoho CRM: http://www.oodle.com/info/feed/real_estate_feed_doc.html
GoldMine Migration to Zoho
Has anybody done this? How did it go? Where you able to do it your self? Any tips?
Creating custom inventory template for quotes
Hi guys! I am working to adjust a quote template so it would fit my needs. When I create a quote, I am adding discounts on each individual product. In the quote template that I am working with I can't seem to find the code for showing to total price before discount and also the total discount given. What I would be able to show is: * Total list price for a specific product (before discount) * Total amount of the discounts given in the quote (total for all products) * Total amount of the regular price
Cannot add a custom field to order lines
Hello and best compliments for this great software application! I am almost set with basic configuration for orders, but would like to add a custom field to the order line, just imagine a free additional description or a comment that will differ from item to item. I cannot add a custom field, since it will only show at "header" level. example product XXX qty 10 price 10 total 100 description "special colours" product YYY qty 1 price 100 total 100 description "special offer" Any clue on this? Thanks
Contact Role when Converting Leads[SOLVED]
After click on the Convert button for a Lead I see a dropdown for "Contact Role", is there any way to customize this? I would like to change the dropdown menu items. As the default ones do not help me.
Apply a percentage to PRODUCT price
Hi everybody, We are setting up ZOHO CRM as a CRM solution for our (new) small business. When creating products, I have noticed that there is no possibility to apply a percentage rate over the final price (Unit price). As an example: We have an external manufacturer for one of our products, at a cost of 100$ We need to apply a 13% rate over this product to bill a total of 113$ as the final cost for our customers. How do we apply such percentage (configurable) to the total cost of a product?. Could
Importing Leads and Field Mapping
I bought 100 leads or so from a database and I need to upload those leads and their corresponding products (properties in my case). How do I do this without having to import all the leads manually then creating 100 different relationships to 100 different properties manually? Thanks.
UK Data
Hi, I am investigating Zoho people and like what I see so far. But I was keen to understand where the servers are located that holds my data? We are a UK based company and might have issues around data protection if the data is not physically stored in servers in the UK. Adrian
Sales Order - unable to have the Description printed out
I have changed the tab name of Sales Order to "Work Order" so that our service business has a process for the field technicians to do their work. I am looking to E-mail a pdf or print off the order but the description information is missing even though it is required that I put something in the field. I have been trying to find a way to add the description to the output media but can't find any way in the Help. I don't want to have the technicians to have to have live connections to CRM in order
Act to Zoho
Hi I have used ACT! CRM for about 10 years and probably got into lots of bad habits with it. I am evaluating the Zoho CRM but struggling a little with applying the way I work with the Zoho system. I am bound to need to change the way in which I work as I'm sure Zoho will make me a much more efficient sales person but first I need to understand where to start. My main confusion is the accounts and contacts options. For this evaluation I am starting a fresh database to market a new product only. So
Working Now
It's now working beautifully after another attempt. Sorry for the hassle, please disregard the earlier follow up posts.
"Loading" continuosly
When I click on "Leads" or "Accounts" from my home page it brings up my leads page but the "Loading" icon continues to run and when I click on a lead I get a blank lead page. I'm running IE7 and this is a new issue which just started this week. As far as I know I have made no changes that would have caused this. The same thing happens on another computer in our office with a different log in.
Import / Append
I am converting from freecrm to zoho. I have imported my ACCOUNTS. Now I have a second database that has the CALL NOTES for these accounts that I would like to import. How can I import additional items after my initial import. thanks
migrating from freecrm.com
I am converting from freecrm.com. I have 3 seperate databases that are all associated - companies, contacts and calls. I have already imported the company database and it seemed to work well. How do I get the other two in and associated. I uploaded 'calls' database, but it showed nowhere. Thanks Rob
Change Contact fields that are shown in Account Details
When I am at the "Account Details", I can see below its �Attachments�, �Potentials�, �Contacts�, etc. However, in the �Contacts�, I would like to see some other information about the contacts. Not only the �Contact Name�, �Title�, �Phone� and �e-mail�. So, how can I pick the Contact fields to show in the "Account Details"? Thank you
Autopopulate lead or contact fields?
Most of our clients reside in one city - is there a way to have the city and state fields already filled in with a default value when creating a new lead or contact?
Time Change Problem...
Our time changed here in California over the weekend. I just tried to sync with Zoho Outlook Plugin and ZCRM wants to the time on 68 events, both past and present. I'm not sure where the bug is, please look into it. Thanks.
Email template not showing complete data when sent
I have created an email template and all the html code is pasted into the body of the template and saved there. However, when I send the email template only about 2 thirds of the content gets received in the email - the rest is just cut off??
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