Only 20 records in product search results whereas I have half a hundred
Hi, In the Zoho CRM new version, in order to search products, I have to type 3 characters in the "Search using Product Name or Code" area. That's a problem when you don't know exactly what the name you are looking for is. And the main problem is that even if you know the beginning of the name of your product, the search returns only 20 items. But I have about 50 items beginning by the same 3 characters! I cannot find my product. Another problem: the list is not sorted alphabetically. So could you
User Views
Can I set up Zoho CRM so that different users can not see each other's leads?
Reformat Business Card
I was wondering if it is possible to change the format of the information found in the Business Card under CRM/Accounts. For example I am wanting to make the value in "Account Type" Bold and Red or Green depending on the status. I need it to stand out so staff can clearly see whether the account is supported or unsupported.
Exporting Contacts
How do I export all contacts? Thank you.
Possible to automatically change the due date for a task when it is overdue?
Is this possible? I always have too many tasks to finish and then I have a build up of old tasks. Is there anyway to make a task automatically change the due date once it is over due in Activities?
Creating a Task and relating it to a Lead (Proof)
Creating a Task and relating it to a Lead, has so far, left me empty handed, until NOW! I've read that this isn't doable here on the forum, however in watching the video below (I've also attached a screenshot of the part of the video in question) I've discovered that this guy, did in fact, associate a Lead to a Task! How is this done? https://www.zoho.com/crm/sales-force-automation.html?src=zforums @ 2:54 in the video
Problem with Lookup Fields and Custom Modules
I am currently testing Zoho CRM before registration for the enterprise version. I tried to find on the forum the answer to my problem, but I was not able to understand. 1. I want to create a custom module mainly containing a text field to create special memos: name example "Associated Consultations." > (For this step, I can do). 2. Now, I need to connect this custom module to a Leads module. I need to create records and open it from the Lead module to quickly view the contents during a phone call.
Sending Template Emails from Potentials
I am trying to send an Email from my potentials view but whenever I click on "Send Email" from the specific Potential that I'm looking at, it does not automatically add the potential's email in the "to" field. Not really sure how to fix this.
Question about modules relations and Lookup Field
hello, I am currently testing Zoho before registration for the Enterprise version . I can't link 2 modules . Data found on the forum have not sufficiently helped me (probably a problem of understanding from me because of the language). 1. I want to create a custom module containing mainly a text field to write successives memos related to leads, Accounts and Contacts . (Ok for this part , I see how). For example, this module will be called " Associated Memos " . 2. This custom module must be linked
consistent sorting in potentials
Dear sir or madam, We have several users that at the same time enter the Potential View. We sort our potentials with Potential Owner first and then on account name. I planned to do this by first soring on account name and then on Potenial Owner, however this does not seem to work. Kindly advice. Jill
Document
Hello I don't understand because I don't change any setting in inventory model and now I have a big blank between two zone "Projet" and "Nom du Produit". I need just One simple line and not these big space. If I use an another model, I haven't this problem. If I want to modify this model I don't have this blank. Could fix it? Thanks a lot Regards Etienne TOURNIER
Problem receiving emails from my contacts
I received correctly all the emails from my contacts but they don't appear any more in the icon "Message". I don't know what is wrong because it used to work well until the 4 of november, since then any email has appeared in the icon "Message"
Schedule a report with date filters
Hi, I want to generate a report that returns records where a given date is before "today plus 30 days" I can see how to set a filter for prior to a specific date, but want this report to run on a schedule, always looking 30 days ahead. Is there a way to do this?
Does anyone know how to select with module a Custom Modules is related too?
Hi, Does anyone know how to select whether a custom module is related to Leads, Contacts or Potentials? I have custom modules related to both Leads & potentials but unsure how i change relation. Also does anyone have a work around for custom modules related to leads, that upon conversion related custom modules are linked to contacts? ATM these custom modules stay associated to leads?
PROBLEMS TO SEE ON CHROME
HI! I´M USING CHROME, AND I CAN NOT VISUALIZE THE PRODUCTS INFO @ QUOTES OR PURCHASE ORDERS...
Map fields from lead/account into quote
Is there a way to map the address for a lead/account into a quote? I see that there is a default address field in quote but know way to map them over to the quote. Am I missing something? Thanks, Rich S.
Map Button does not work
Hi, I just sign up free account for Zoho CRM, I found that the Locate Map Button @ the Lead Screen is not working. FYI I'm using Firefox 2.0 and IE 6. (FYI the button on LOcate Map of Vtiger is working for the same system) Yosep Iskandar
The invoice PDF engine breaks when the table is more than one page
If the table spans more than one page, the header and footer are not generated. I have a video of this behaviour if desired by Zoho support staff.
Cannot change attachment order
It is not possible to change attachment under under lead and contact. I want attachments to be shown in the buttom of the page instead of in the top of the page. But the attachments is not part of the Organise Details window (see attachment)
HELP HELP HELP footer and header no longer works
In my quote, my personal code for header and footer for each page no longer works
Field Character Length
Potential Name - This field is a Zoho default one, does anyone know how many characters this allows or if there is a list on the guide that may exist detailing this for all of the default ones?
Quick Formula For Reporting Last Contact Date
I need to create a simple formual to create a simple report for sales contact reporting. First I create a custom date field and call it "Last Contact" Then if this Last Contact date is added to a formual and if the date falls into the last < 30 days the contact is = to what I call "Green Light" If this Last Contact date falls in between >30 < 60 days they are = "Yellow Light" If this Last Contact date field is > 61 Days they are = "Red Light" Report then says show me all Greens or
Traffic Light Dashboard for Sales in Zoho CRM (RED/GREEN/YELLOW)
Hi, I am new to Zoho CRM, I am a former Salesforce.com user, and i found the traffic light sales dashboard very useful while tracking monthly or weekly sales. Sales to date. (Sales to date, according to a monthly quota, red if the sales are low, yellow if medium, and green if the salesman reaches the sales target, pic attached) However, i cant seem to make it available on Zoho CRM. Anyone knows how to make this available or only salesforce.com has it? I appreciate your help. Regards,
why are my leads light gray in color? i can hardly see the page
This just happened. I can't seem to change it?
Error When Creating Events
Just started getting this error when I tried creating an event. Never used to happen. Nothing changed in the way I create events. See video link. Please advise. http://youtu.be/ovCi8Bde79Q?list=UUj-dtY6vKGMqT3AJuDaDfOA
need help urgent
Hi My Zoho crm account (donimic@algoritz.com) was block. please solved this as soon as possible for daily use.
Enhancements in Activity Management, Workflow Automation and Inventory Management
We bring to you a handful of new updates in various areas across Zoho CRM. Read on to learn what they are. Scheduled Calls Displayed in Calendar In addition to creating new events, you can now schedule outgoing calls from Calendar. It's quick and easy. You can schedule or re-schedule a call. You can also set a call reminder according to your preferences. To know how to schedule a call in Calendar, refer to this document. Import Option Introduced to Update List Prices of Products Many a time, you
Can you add a more general product search?
Dear sir / madame, You have recently changed the layout of the product environment in the inventory management for ZOHO CRM. But you have changed so much we now have a problem adding products. In your last version I could find products in a long list of products and sort by name or by supplier this is not possible anymore. This caused a bit of a problem with our employees. Can you add this search possibility again? We now have to guess whether the three characters are matched with the correct products.
Unreasonable backup costs?
I was recently tasked with setting up daily local backups of our data held on CRM, and was surprised and disappointed to find that Zoho charge a $10 fee per backup. Since our entire database is only 53MB when zipped this seems an unreasonable amount to pay, and we should know, we are a data backup and recovery service provider. The Zoho guys have pointed out I could manually and individually export each database free of charge, but that is too time consuming, and seems ridiculous when the backup
Using Zoho for multiple business
I am a consultant and have just started trying out Zoho. I do Business Development for a few different clients. Whenever I add a record I would like to associate that record to a particular client. Is there a field for this?
What card scanner (not an app) can scan multiple business cards at once to import into Zoho?
Does anyone know of a Mac compatible business card scanner, that is not an app, that can scan multiple business cards at once for import into Zoho?
How can I link orders with accounts?
How can I link orders with accounts?
Editing notes field
I have a problem editing the notes field. When I try to place the curser over it to add additional notes, it disappears!. I have tried this in Firefox, IE and Opera and it is identical.
Merge Field to Show Day of The Week Relating to Date Field?
Hi I am creating a custom template for sales orders. Using the ${SalesOrders.Due Date} merge field I can show the date associated with our Due Date custom field but I want to also show the day of the week that goes with this date when the sales order is printed. Does any know how I could do this? many thanks in advance.
ZohoCRM Inventory/Quotes module // In Create/Edit mode show all hover by default
Hello, We are very unhappy about this hover business in edit mode of quotes module. Just show all you icon pictures by default so that we can click and edit what we need to. Why have icon display in hover mode during edit or create at all? Infact you can have the edit icons in hover mode in display mode, then it would make sense. Please make all edit icons display by default in create and edit mode,
ZCRM - Sales Order - mouse scroll function failure
Since the recent update to the Inventory Modules, our customer service group is experiencing problems with the scroll function when editing a Sales Order and using a mouse with scroll wheel. The problem occurs about 25% of the time when they are making changes to the :date and time". When the problem occurs, the scroll function on the mouse stops, yet you can still scroll the page by dragging the slide bars on the edge of the page. However, this is very frustrating and slows productivity. To get
DISCOUNT FIELD NOT APPEARING IN THE PRINTOUT
Dear, Your enhancement is becoming a problem for me.. When entering a discount, it is not reflecting on the printout and this seems confusing on the part of the reader.. And exporting to PDF is not working sometimes.. Please do the necessary action the soonest for it is really affecting our operation very badly. Your support is not that good really.
Share contacts between CRM and Mail
Hi, I have one question: Can I share the contacts created into the CRM with the contact list of Zoho´s Mail? Greetings, Andrés
Notes not saving
I am not able to save new notes in the account section today. Please contact me to sort this out. Thank you.
Error Message in Setting Reminder Task
I use reminder tasks all the time - I was updating one and got this error message: See attachments for page and error message. I have all the fields filled out as I normally do and have never gotten this error message before. Please help! I use this functionality ALL THE TIME Regards, Melody
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