Problems with Mass update of leads and customized Views
I have created a new field in leads, made a mass update for several records and then created a view with a selection based on this field. The records show up if I assign the field manually but not if I assign a value to the field using mass update.
Web to Lead and Default Values
Two questions regarding my Web-to-Lead Form: 1) How can I include hidden fields and assign values in a web-to-lead form e.g. Order Date = {today}, Order Status = "New: Web Lead"? 2) Alternatively, how can I create a custom field with date format that has a default value of {today}? I appreciate any feedback. Thanks, Gregg
A Few Suggestions for Features/Improvements
Hi, Noticed a few things that I wanted to bring to your attention while testing your CRM application. 1. When the admin goes to approve a lead, the lead owner can be changed and an email generated to that new owner letting them know of their new lead. This can be done whether the lead is "approved" or not. So, it is possible for a user to get notification of a new lead but when they log on, the lead will not be there because it was not "approved" by the admin. You may want to fix this (as in email
Automated Contact Follow-Up
I'm looking to find an automatic way to get e-mail reminders from Zoho to follow up with clients. It would need to be repeating (like every 6 months or so) and keep track of when we last contacted them. And since we have hundreds of contacts, it would be nice to be able to import contacts in and not have to add them one at a time. Can this be done?
Sync outlook calender to ZOHO
I have tried to sync. my calender from ZOHO to Outlook, which work very good, but for some reason I lost all the calender informations in ZOHO calender?? I then tried to make a new sync but I am not able to get the the calender back to ZOHO ??
Campaign Extensions
It would be useful to be able to associate a lead view (or more than one) with a campaign and for those leads to be associated dbosomworth
Help Invoice PDF Broken/Sizing Issues
I am trying to send out an invoice via the Invoicing Module in CRM. The PDFs that are created are showing our Logo (jpg/gif) and the whole page is shrunk. But if you do a print-preview, it looks OK. Any Ideas? Stephen
importing leads csvs
hi, just started using zoho i just had a question about importing the leads in csv format After importing, only 9 out of some 2000 entries actually show up. I've referred to the Zoho help and tried searching this in the forum without success I am guessing there is something wrong with the way the way I've formatted/structured the csv file in excel Can you please share some troubleshooting technique that may solve this? I removed all apostrophes in the file and also closed it before importing like
Zoho CRM - How to delete a User?
Hi, As of now, You can only activate or deactivate the users , you can't delete the users. So, during registration kindly provide a genuine Email Id for the Login Name. In case if you enter a wrong or junk email id for login name during signup ,it is not possible to change your Zoho CRM Id . But you can able to change the contact email id to which mails are sent (by default email id is your Zoho CRM Id) by editing the user details. We will provide the option to delete the users in our next major
New Task View Help
I think the new "overdue + 7 days" view for tasks is great. Is there a way to edit the view so that I only see my tasks and my partner only sees his tasks? If not, is it possible to create a new view based on the same criteria that will allow me only to view my tasks? The reason is that I would like to use this view for my Home Tab, but I only want to see the tasks I am responsible for, not my whole organization's tasks. Thanks.
Install problems!!!
receive the following error upon install of plugin: cannot start MS Outllook. The command argument is not valid.verify the switch you are using. However when I open Outlook low and behold there is Zoho toolbar. I login, confg preferences and when I attempt to sync nothing happens. I have already called support and emailed re this issue. I have also researched forums, etc and do not see similar topics. I just paid for this plugin (BTW your company charged me twice) so I hope there will be a response.
Modify date and time of account
Is there a way to run a report by account modify time. I want to see what accounts were updated in a date range. I can do this for contact, but sometimes the account is updated and not the account. Wanted to check here first, before I put a Feature Request. :?
How can i add a signature to REPLY emails?
I can't seem to figure out how to add a signature to my reply emails. Is there somewhere in the settings that I am completely missing? Help please.
Help! A Mass Email has gone crazy!
I sent out my first mass emailing as a test to myself and someone else I work with. I've now received hundreds of emails from this one emailing--it's choked my email system. I can't even log on anymore. STOP THE EMAILS NOW!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! username: lewisschiff@lewisschiff.com It's the only mass emailing in the queue because it's my first so it should be easy to find! Went off at 1AM eastern time on 8-12-2008. My other email address is lewisschiff@yahoo.com -- email me there because
Supplier information all are able to see ?
How do I create my supplier and also make them visible for all the users?
Associating sales orders and products
Our company sells ad space in different publications. We use sales orders in order to keep track of which ad spaces have been purchased in which book. Right now I am trying to link the inventory of a product to the sales orders requesting them and failing pretty badly. For example: The product is 08TNWFFull. There are 6 possible spaces. 3 sales orders have come in requesting 08TNWFFull be set aside for them, but the inventory number isn't changing after completing the sales order-- it still says
Invoice Reports 30, 60 & 90 Days
How do I create an invoice report that groups past due invoices by 30,60, 90, etc days? Thanks, Stephen
Adding employees to Events
With Sugarcrm we can currently create an event with multiple employees attached, we mainly do this for important meetings or demos, this way the event shows up on everybodies calendar. How can we accomplish this in zohocrm
Contact in Print view of Potnetials doesn't show first name
In the "normal" view of "Potnetials" the Contact Name shows the full name. However, in the "Print View" only the Last Name is shown. Any ideas why and how to fix this? I am using this feature as a "Securities Trade Blotter" and I need both the first and last names to show, for compliance reasons.
Problem with "Add email" for emails written in rus
Hi, I've installed the outlook plugin and tried to "add" a few mails to the CRM from outlook. 1. There is a problem with emails written in Russian (and maybe in other languages also). Text of such added emails end up appearing in the CRM as a bunch of meaningless symbols. 2. When I try "add" an email and specify a particular "contact" so that an email can be attached to it, I cannot search through my "contacts" in language other than English. I cannot enter a name into the search field, in any other
I can`t signature
Hello team! my bug is rare: When sending a quote by e-mail at the hearing on e-mail signature appears above that sent him directly does not appear. At the end of signature looks: "setTimeout (function () (EditH.setContent (signContent)), 100);) What happens?
Zoho CRM - Service Update (Aug 2008)
Hello, I am happy to inform you that we will have our next CRM service update (New Features) on Aug 9th. During this update our service will be on maintenance mode. Upcoming Features 1. Contact Assignment Rules 2. Case Escalation Rules 3. Pop-up Reminders for Activities 4. Customization of Fiscal Year settings 5. Differential Pricing/Volume discounts for Products 6. Round-off/Round-up/Round-down support for Currency type custom fields 7. Public APIs for Product Line Items in Quotes/Orders/Invoices
Pop-up Reminders for Activities
In the recent Release dated: Aug 10, 2008, a new feature of Pop-up Reminders for Activities has got added. However, I could not find the same updated.. Kindly help & advice the solution. Regards, Deepak
Usage ?
Since we create new products form time to time - we need to track who is interested in those new products. To determine how many customers that are interested. Currently I have been using Potentials to track our R&D development. Entering the product as a potential. However I need to add additional contacts/accounts to each potential to show who is interested. There may be several contacts interested in this one new product being developed. I am looking for something that will link everyone together
Using ZohoCRM as business to consumer
I want to know how to create leads and contacts without using the company filed or any trick like using the customer name as comapny name? this link does not work http://www.zoho.com/crm/docs/zohocrm-b2c.html
Zoho CRM inventory update
I posted a message about this a few hours ago and cannot seem to find it. In any case, I have just recently started to evaluate Zoho CRM and would like some clarification on the inventory-sales order integration as it pertains to manufacturers. Being a manufacturer, we import raw materials and convert it into finished goods which we sell. Suppose we imported 10 pieces of items A and 20 pieces of item B. And to manufacture 1 piece of product C it take 2 pieces of item A and 3 pieces of item B. 1.
Create view for Due invoices
I want to create a view, of invoices which are due. Nothing special. So: Specify Criteria: due date is after ????? than comes the problem I can fill in a date but I want to have the date something like {today}. Is that possible? Kind regards Erik van Berkum
Contacts with multiple or alternate e-mail addresses
Is it possible to sync an e-mail to a contact if the sender (From: address) is different? In other words, I have a few contacts that have different business and personal e-mail addresses. They sometimes send e-mail from home using a personal account. In other cases I receive e-mail from a vendor (such as a price quote) and I want to sync that e-mail to one of my customers (contacts in Zoho CRM) for tracking purposes. So I guess what I'm asking is whether I can specify exactly which Zoho Contact an
How do I know which of the sales orders that has been invoic
I am trying to find a way to get a view where I can see which of my sales orders that has not yet been "converted" to an invoice. Does anyone know if this is possible? I don't want to go through all sales orders, one by one, to see if there is an invoice attached. That's what I have to do today. But maybe someone out there could help me do this in a clever way? Kindest regards Mikael, Sweden
I can not get into the site Help!
I can not get into the site crm.zoho.com what's going on? I have to work please happens! :evil:
I can not get into the site Help!!
I can not get into the site crm.zoho.com what's going on? I have to work please diganme happens! :evil:
Edit view problem
I need to see a View with potentials filtered by criteria "closing date". No way to achieve this. I've tried to change date format but still I can not see potentials closing on a specific day. Where could be the problem? Marko
Export to pdf feature is not working
Hi! It seems that the last update damaged "Export to pdf" feature. Error message; Internet Explorer cannot display the webpage And the link what the export window is trying to open seems a bit funny - http://zecko.crm.zoho.com/crm/ExportPDF.do?step=exportPDF&module=SalesOrders&contactNameId=null&fileName=null&entId=51079000000085508&layoutName=51079000000083250&next=Next Is the "zecko" part correct? Randel
Two columns reduce to one, in "contacts custom layout&q
I was customizing the "contacts layout" and somehow I fouled up the "Contact Information" section. It now only display one column, instead of two. I don't know what I did, and don't know how to get it back to two columns. Any ideas? p.s. Is there a way to search the forums section for all CRM boards, as oppossed to one at a time? thanks
Update Bugs
Was it intentional to have the ability to invite a colleague to an activity disappear? Also, popup reminders work in events, but not tasks. Thanks.
User level security by view or boolean operand.
We want to let our partners/resellers ( we are a distributor and we have resellers ) to have access the CRM database. Today it is possible to limit the viewing of specific Modules such as Leads, Products, Accounts etc. Within those that are allowed it is then possible to turn off specific fields such as account name, phone number etc. This is OK as an all or nothing approach but: What we want to do is create a "view" or use boolean operands that will limit for example Accounts or Leads to a specific
Report module sharing rules
Is there a way to share with my company users only some of report folders. I dont want them to see forecast or invoices report but I would like them to see potentials folder or other, a custom report folder. Marko
pre-set formating of custom field
Hi, Is it possible to set the formatting of a custom field? Such as a SSN. So, if the user types in "123456789", zoho displays it as "123-45-6789"? p.s. I truly enjoy using zoho, I have used ACT, Goldmine and Salfeforce.
How to display multiple taxes in Invoice Template?
I was able to define the two applicable taxes in our region through the field VAT, in which I defined tax rates. Now, how can I display those individual taxes in the invoice templates ${Invoices.Tax} displays the total of the two, but is there a code for each tax item, i.e. ${Invoices.Tax.Item1} ??? (I tried this and does not work!) Thanks, Fred
Data vanish from potentials
Hi, please I need help on this. One of our company CRM users detected that after editing data in potentials a field filled in with multipick list (our products) simply shows no previous data. User did not change that field but other one, and after saving changes our products field simply appears without data that there was jus a second ago. We solve it in an very costly way: filling in data again and again every whenever some potential is edited. Thanks for all your support which means everything
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