Mandatory Company field on Create Lead
We work in B2C and B2B so "Company" is not always relevant. Would I would like is for Company to be optional, if Last Name has been completed. Thank you, Christopher Stennett
Description alingment in Quote & Invoice
Hi When i insert Product description in my Quote and Invoice Templates, the alignment is going out of place when i export them to PDF. In the description field when go under products however the it is aligned properly. Is there anyway i could correct this?. Regards Srinivas
Problem in Contact Address Information
I am sure that this is my fault, or at least that of my colleague For some reason, the Other Street field is missing from the Contact Settings > Edit Page Layout, yet it is on the Contact page, out of sequence. See the attached screen captures. How do I fix this? Thanks, Christopher
Accounts Tab
I would like to suggest an improvement. It would be great to have another Accounts Tab so i can group different accounts into two big sections. For me this would make my work easier. Kim
The Forecast workflow / Service as product
Hi, as I am new to Zoho and have no account, I have some questions before we would try it out: 1) Our workflow ist like this: a) Opportunity - a potential customer is identified for a theme/service. Time frame ist not exactly determined, revenue amount dito (although i "force" people to add data!) realization chance typically is >0 and <20 percent b)Lead - a more concrete demand of a customer which is one step before a binding offer. Timeframe is known, revenue size dito. realization chance typically
Outlook Plug in - clicking sync tells you to select folder
Hi I have installed the Outlook plugin for Zoho and the add e-mail and create case work fine. When I try to sync tasks, calender or contacts it says, "For Sychronizing Task, Please select the task folder as mentioned in the Zoho CRM Preferences" I click on the Zoho CRM button, then Preferences, I browse to the correct folder i.e. tasks, calender and contacts, I press OK and just end up at the same error. Any ideas. Regard, Craig
revenue for potential. manually input it ?
I have a question. In my company, we have potentials which generate an X amount of income. For example, a potential can bring 100k usd to the company, from which only 10% is revenue, in other words 10k is revenue. This however, varies from potential to potential. Some potentials bring us a revenue of 9%, others 15%, it really depends.....is there anyway to manually indicate the revenue in a per-potential basis ? As of now, zoho tries to calculate the revenue by itself which is very frustrating since
Zoho CRM uninstall not working
Can't uninstall Outlook plugin. It says it completes, but it doesn't. Toolbar is still in Outlook. Please advise. -- Mark
How to enter note or task on large number of contact at once
Since the mass email limits your ability to send emails (250). I had to use a different bulk email program to send out a recently email blast. Trouble is I would like to record this on all contacts. Is there a way to do a mass update to add a note or task to all contacts with emails at one time? Anyone have any suggestions?
CRM Best Practices Knowledgebase
Looking to collaborate and share with others on Zoho CRM Best Practices. Will be compiling a case and solution scenario type knowledgebase to capture this information. Anyone here interesting in sharing their experiences? We'll also be doing a webinar focused on Zoho CRM Best Practices this month - http://cybersurfer2349.wiki.zoho.com/Zoho-CRM-Webinar.html Earl Rudolfo SMBOnline 360� http://cybersurfer2349.wiki.zoho.com/
Confused with the whole email workflow
I dont know if Im missing something, but so far I havent found a way to easily work around this problem I have. Curretly for every potential I have, there are a lot of emails sent back and forward. This is a very normal process. We send prices, adjustments, revistions, and the client send us questions and other stuff they need. Now, currently my workflow is very slow using Zoho CRM in this regard and I wanted to know what am I doing wrong. Ill try to describe my problem to see if anyone can suggest
Running Slow
Zoho is running a bit slow today. Anyone else having this problem?
Related field error
I am at my wits end regarding a "Related Field" error that keeps happening and no one at ZOHO seems to be responding. I created a look up field early on when I set my ZOHO CRM account up with a look up to ACCOUNTS. A month or so ago it started to error and only show numbers not the accounts name. The accounts internal code number I can only guess. Well I corrected a huge amount of data and it seems to be working properly. Starting a couple of days ago it all started happening again. All my data in
ZOHO CRM Support for Chrome
Are there any known issues when using Google Chrome web browser with Zoho crm? I've been experiencing delays....especially when converting a lead, or other similar actions.
Pricing structure
Just a quick question to those who know- The free edition supports up to 3 users, and $12 a month after that. No problem, I understand that. but the buy now page lists "storage" options. Does that mean if my DB grows beyond 100 or 250MB that I have to pay essentially $30 a month for another 100mb of storage? That seems a little steep to me, can someone please clarify. I can get a webhost for $5 a month that will give me a gig of storage, so how can 100mb be $30 a month? Also, any idea on the pricing
Web to Lead: CRM Timeout
While testing my web-to-lead form I received a Zoho CRM message that my session had timed out. I logged in again and checked the new Lead, but discovered that the only field populated was the Name field with "No name provided" or something similar. Interestingly enough, from the user's point of view, the form appeared to have processed the data. Obvioulsy, I'm concerned that 1) I need to be logged in to receive the user and 2) this may go unnoticed from my end once I go live. Any idea what's happening?
What is "account site" for when creating a new acc
It is right there under Account Name, and I dont understand what it means ? at first I thought it was "website" but....there is a website field too. Can somebody please clarify this for me ? thanks in advanced !!!
CRM - Price Quote Template: does not show discounts
Hi, I am trying to have the price quote template show the discounts applied the the individual item prices. How can I do this?
e-mail template data doesn't show
Hello, I'm using templates to send info to leads. But I'm inot getting any data in email I sent? What's the problem?
Cases v.s. Project ?
I am unsure of where to place my tasks. I am using CRM and would like to get 8 recurring tasks set up for each Case. I am not seeing that functionality in CRM...I see it in Projects but Projects seems to be overkill for my needs. Can anyone suggest a direction? Thanks-Newb to Zoho CRM
Problem with CRM - Viewing/Editing Invoices
I am new to CRM. I was successful importing contacts & products. I have been able to enter invoices, task & campaigns. However, whenever I add or create a new object, the screen maintains the 'loading' graphic. In order to see what I have added I have to go to a different module then click back to the module I was using. Also, most importantly, I am unable to edit the invoices. When I go to view or edit, the loading graphic spins and the page never populates. No matter how long I wait. :!: Screen
Task View - "Next 7 days + Overdue" MY tasks?
Is there a way to have the "next 7 day + overdue" view filtered to include only my tasks? This is a great dynamic view, but it's not very useful if I have to view the tasks of my whole team. Thanks, James
Custom Links
In sales force and sugar crm their is a link that is near a leads name or contacts name that you can click and it has a mash up that is connected to insideview.com so you can pull additional info such as news etc about the individual. I tried to set this up in zoho but I think it will take your talent to create a app that can interface with insideview. Is this correct or can I do something so I can continue to have a link to this service. Thank you, Paul ppotratz
New Features Updated on ZohoCRM Beta
Dear all, We are happy to announce that we have updated our ZohoCRM Beta service with the following features. 1. Campaign Management. 2. SalesForce DataMigration Tool. 3. Personal Account Support. 4. Upgrade of Personal Account to Corporate Account Support. 5. User's entire Data export Feature. 6. Customizable 3D Flash Charts. 7. Bulk Transfer and Bulk Delete Wizards. 8. Date Formatting based on user locale. 9. Imports for Tasks and Events. All your valuable feedbacks and comments were very useful
No answer yet, so hereby reposted re. status plug-in
Dear developers, As I didn't get any response yet on my earlier question (dated Aug 27!), hereby the same question again. This is a very important feature for us! What we desperately need: Ability to sync any Account or Contact of which I'm not the 'Owner'. Various team members need to be able to have/share identical contact information within their own Outlook. Can you please let me know when you expect this to be available? My history of postings regarding this important feature: June http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000009312
Invite a co-worker for Activity
The ability to invite a co-worker to an activity is no longer available. When will this be fixed? Or was it intentionally removed? I have posted about this a couple of times and I can't seem to find any answer, please forgive me if you have already answered this. Thanks, James
Lead Import to a Boolean field fails
I have setup several custom, boolean fields in my Lead table they are NOT "Enable by Default". It is used to indicated the product/services that we offer and that the client may be interested in and then when converted to a Potential/Contact will indicated the services we are providing and the ones that we are not. I am importing specific product leads and created a column and mapped to the field but I can not get the imported leads to show that value checked off. I have tried the following; the
Clock resetting to Afghanistan is rediculous
We can't set reminders when the clock keeps resetting back to Afghanistan. This takes a lot of the functionality of Zoho and throws it away. It is very difficult to do a presentation on the strengths of Zoho vs other CRM's when the clock in Zoho CRM keeps resetting to Afghanistan.
View for Contacts NOT recently Modified
I appreciate the "recently modified" view for contacts... We would really appreciate a view that allows us to look at contacts NOT recently modified. For example, it would be nice to be able to create a view to see contacts that have NOT been updated in the last 6 months, or maybe the last year to see who we have NOT talked to lately. Thx.
Vertical Field Change using "Tab"
I know it may seem trivial, but the option to change fields using the Tab key "vertically" instead of "horizontally" would be a great addition! Thanks.
Forecast
We wanted to streamline our process to prospect, account, quote, service order, invoice but in removing the opportunities tab (hiding it and not using it) we are no longer able to use forecast. Can we adjust our forecast tab to pull from Quotes instead of opportunity? it was a redundant step for us and needed to take it out. I appreciate the assistance. Thanks, Don
Error message while log in
I am receiving an error message each time I try to log in. It says "Error while writing log message." If I click OK the normal log in page comes up and everything seems to be working properly. This is version 6.2.5 and Outlook 2007 running on Windows XP.
mass printing bill
Hello, We believe change salesforce.com to Zoho CRM. Can you tell me if we can make mass editions of bills in Zoho CRM? Thank you. PS: is there a forum in French?
Copy and Paste HTML Templates in Email
I created a full HTML email to use in a small blast to my customers in Microsoft Expression. When I copied and pasted it to the Email Template section in setup for use, and tried to save it, it gave me the following error: => [object HTMLScriptElement] And did not save the template in Zoho? Is it allowed to copy the HTML whether raw HTML, or the visual version of the information to ZoHo? Are there plans to do this?
Contact Lookup from withing an Account showing ALL Contacts
Anyone know if this is supposed to happen? When I'm in an Account record and I want to lookup or reference an account, the lookup tables are listing all contacts for that account not just the relevant ones. This is problematic for me, because as my database grows I may only want to see related contacts to a parent account table or related quotes to a parent account table and not all quotes or all contacts. Anyone know a workaround? Seems this was designed this way "Out of the Box".
What is'Email to Record(Account, Contact and Potential)'
Hi; On the 'Convert Lead' Screen , what does the checkbox 'Email to Record(Account, Contact and Potential)' Owner mean/do? Thank you very much, Frank
calendar and sales calls and adresses
We need the ability to print out appointment times and contact information. For example: We have sales calls in X region. We need the ability to print Z information about Y contact: address; phone number; secretary name; notes etc. How do we do in Zoho? Is it possible? Dennis Daniels
Workflow Alert
I was creating a workflow alert that would automatically send an email out to a customer after they signed up with our company for services. This email would entail next steps as well as contact info and any other information that would be needed for the customer after the deal closes. Unfortunately, I can't put the Account's Contact Name in there to email the customer, only people that are in the system. Is there a work around for this? Thanks, Stephen Crescenti Email Cleaners, Inc.
Can�t find "Change Status" Button for mass update
I have read all information on bulk changing lead status and it says to select all leads and then click on the "Change Status" button however I cannot find this button! Any clues?
Feature Suggestions
Hello Zoho, While I'm relatively new to Zoho using the Professional Edition currently, I have reviewed about 15 competitor products over the last several months and have picked Zoho for a few reasons: *Support and active forum *Cost *Features However, in reviewing a number of competitor products there are a few features I would like to see added to Zoho in the future: *Document Library TAB *Meeting or Discussion forum TAB *Selectable Field Type: File Attachment *Selectable Field Type: Formula (Integer/Currency/Percentage)
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