Better Translation for German interface
I'm just running a test to see what's possible with ZOHO CRM. But what I experienced first was a bad translated interface. You can't translate "Lead" into "Führung" - this is a key word for every user. And there are plenty of other things which won't result in an acceptable solution for professional German users. [UX--] I'd suggest strongly to do a review of translation by a native speaker who knows CRM. Give me a ring if you need support.
Hidden Fields not Updated
I have two distinct but related problems with hidden fields, one older (carried over from the old UI), and one newer (new UI): 1. The old one - I want to hide a formula field that I use to make a list (specifically, I extract the month from a birthday field, and make a list of birthdays by month). But if I hide it, the birthday month never gets calculated. Is there any way to get a hidden formula to update anyways? 2. The new one - The Probability field isn't updated anymore if it's hidden. This
Hiding view "All Open Leads"
I want to hide the view "All Open Leads" as I see most of the time my sales guys try to get into other's leads once they are done with their leads. I want to disable this view, any suggestions on how to do it?
CRM Calender/Events Allow you to Double Book - Any way around this?
Hello, I have a CSR working in Zoho. When she sets an appointment for me she is able to double book me without an error message or something that shows her what she's doing. Is there any way to get around this? Right now she can only book from the Calender screen because she can see if I am busy or not that day. I wish this wasn't a manual process. That takes more time and process wise its best for her to book from the Lead Detail screen IF it notifies her that she's double booking me. Please
Securing a Web-to-Contact Form?
Hey everyone just wondering the best option for this. I use Zoho CRM to track very basic orders which are all done under contacts. So I have their name address etc, but I also have a credit card number field, expiration and CVV field. Right now I have customers fill out a word document and email it to me and I manually put it in Zoho but I'm thinking a Web to Contact form would make this 100x easier. I did a test and it does work great but my only thing is that I'm not sure how secure it is to
Customise Fixed Info
In the new CRM there is an area at the top of Accounts & Contacts for the 'fixed' info for that record. Can these be changed... I have no need of the 'Contact Owner/Account Owner' fields, it just takes up space and looks bad if I print things out. I do however have other customised fields that I need regularly, my question is can I replace or edit this area of the new system?
Non-Apps Google Contacts sync
I've seen a lot of conflicting discussion threads on this. I left ZohoCRM a while back because Solve360 offered a bulletproof 2-way contacts sync with (non-paid) Gmail. ZohoCRM does several things better than Solve360, but that feature is non-negotiable for me. Does Zoho now have, or is it planning to offer, 2-way contacts sync without having to upgrade to paid Google Apps? I realize that I would need the paid version of ZohoCRM, but it's obviously possible since Solve360 does this well.
Zoho CRM - Contact Details Overview Not Showing when Changing to New Version
When I change to the new version of Zoho CRM my Account Contact Details Overview (basically general notes on our clients) has been wiped and does not show on the contact detail notes
Can one Zoho user account be a member of more than one CRM accounts?
Hi, I would like to support a business in setting up a Zoho CRM account, but would need to be switched on as an administrator in their account to provide my services. However I am also using Zoho CRM for my own purposes. Do I need to create a separate Zoho Account for each CRM instance, or can reuse my existing Zoho user account? Cheers, Carsten.
Forecast Module Not working
In the new UI the forecast module doesn't seem to work at all. I have made a Q3 report and am having the following problems: A closed potential does not show as closed in the forecast Compute button doesn't work at all. Nor does the pipeline/commit/ work..Please make a fix ASAP.
3 Decimal places for price in PDf quote
Dear Sir/Madam, We need to quote our products down to 3 decimal places, for example $0.231. This works fine except when I generate a PDF quote. In the PDF quote the price is truncated to 2 decimal places. Is there a setting somewhere to adjust the number of decimal places? Thanks Kobus
Creating Zoho Invoice reports in Zoho CRM?
Hi: Thanks for backwards integrating Zoho Invoice into Zoho CRM. The Invoices show up nicely for each customer profile (under the Zoho CRM heading). Problem -- However, I noticed that if I want to run a report (in CRM) that details the Zoho Invoices, there is no such capability. There is only the capability to run Zoho CRM Invoices - which I do not use because I use Zoho Invoice. Question -- When will the capability to report on Zoho Invoice invoices be available in Zoho CRM? Thanks, PL
Small but irritating things
Dear All I'd really like to know, if ZohoCRM team plan to solve the following small but irritating things... 1. Will it be possible to filter and show Contact views by Account attributes? It's really frustrating not to be able filter contacts e.g. by Account segment. It's natural thing if you use CRM for targeting you offers i.e. not to SPAM all contacts in system. 2. Will it be possible to change all rows if none is selected in Mass Update? It's really frustrating to do the changes at 7 steps
Creating accounts in Zoho CRM / problem importing Excel 2008 (Mac) CSV-file
Apparently there is problems importing exported data. The data is exported from Excel 2008 (Excel for Mac), and we are able to open the file in TextEdit, where the data is separated by ; When we import the data, the first line containing the ID columns appears as a linkable field, for both Contact ID and Surname - which obviously is wrong. There are more than 13.000 records to import, so a manuel process where these are created by hand is not an option. How do we get this problem solved?
Version Glitch using Reminders
I have my subscription set up to give me pop-up reminders of tasks and events. The Pop-ups are appearing in the old UI format. When I click on the link in the pop-up it takes me to the corresponding record in the old UI. I don't like the old UI. Please correct this.
Assign a Contact to a Prospect-related Workflow Task
Why doesn't a Prospect's "Contact Name" get automatically assigned to a task that is created via a work flow rule? This would mean much less clicking around from the home screen to get the phone number and e-mail address to follow through with a task. It happens when you create a task from a Prospect's page, so it would make sense if it happened automatically too. Thanks!
Lead Name field/ layout problem.
When adding leads/ contacts there are two separate fields for "First Name" and "Last Name" but they are combined to "Lead Name" after the lead/ contact is created. Can I keep these fields separate?
ZOHO Attachments - new version - nothing happens when you click
Old version - click and gives you option to download or see in Zoho Viewer; new version - click and absolutely nothing happens. It's like clicking on whitespace. I have also read other postings - this is wasteful - to upload documents like this - better to have link either to ZOHO docs or Google Docs - that way they are dynamically for updating AND have got to save a TON of storage space.
Multiple Issues since UI change
We have had major problems across the board with our crm since the change on the 15th. Is anyone else experiencing issues....some problems; workflow is not working attachments for invoices not working web forms got completely screwed up Is Zoho working on this? Are these recognized issues or isolated for me?
Hyperlink disappeared
We created a formula field that returned a string creating a hyperlink (ie. <a href=http://www.google.com>Google</a>) It was working beautifully until we logged in this morning? Now it is only displaying the text (no hyperlink)? Previously it looked and worked like this: Google NOW it looks like this (no link): <a href=http://www.google.com>Google</a> How can we fix this?
Last Update feature for Cases
The last update feature in the top right corner of the page in contacts, is not available in Cases. I use cases extensively for my contacts and it would be helpful to have the last update feature in Cases. Please consider this feature!
Pulse: Please add the ability to use Pulse with Cases!
Pulse is a great feature, however, I maintain cases for my clients (contacts) and all of the history, notes, and updates, are input in the cases page, not contacts. As an attorney, I have clients with several cases, and it is of no value to only be able to use Pulse with the contacts page, and not with the Cases page. Please add this feature.
Cannot activate user
I have deactivated a user in the CRM and would like to activate him again. The user after deactivation has disappeared from the user list so I cannot click the activate button with his name. When I try to register him again it says "user with this email already exists" Anybody has an idea what I am doing wrong kind regards Michael
Last Update feature: Please add to Cases Page
As an attorney, I use the Cases page to maintain updates for my contacts (clients), so the Last update feature on the contacts page is of little value, as my staff and I put the notes and updates only in the Cases page. Please add this feature.
Question about updated Google Calendar Synchronization
In a recent post I read that as part of the New UI update TRUE 2-way sync between ZCRM calendar and Google calendar has been released. In previous postings I had learned that you do not need to be a Google Apps user to sync ZCRM calendar/tasks and Google Calendar/Tasks. I want to start using the new and improved Calendar Sync, but I can't find any instructions in the new help documentation to tell me how to sync with a Non-Google Apps version of Google Calendar. I really need this functionality ASAP.
Is possible to creat a requerid field depending on an especific condition
Dear Support, We'd like to include a requerid field related to an especific condition. for sample: Field Potential_Type can be SAP ERP Oracle Fields' detail for SAP ERP Field Text Description Field Picklist Specialization Field xxxx ..... We need ask for detail when the Potential_Type is SAP ERP. We know that there is the dependent related fields, but this work just for Picklist Field,
New version of Zoho CRM
How to make it as default for the NEW VERSION of Zoho CRM instead of clicking the "new version" everytime we logon?
modified time stamp
I'm in updating potential records with notes. To keep them organized on the front page of the potentials section I have them sorted by "Modified Time". I was hoping that whenever I appended some notes to the record that the modified time would be updated to reflect when those notes were made and then the record would drop down and I would have the next record to manage. Unfortunately, that isn't happening. It looks like the "modified time" field keeps track of when the potential record was first
Feeding my CRM Data into my Wordpress Blog
I'd like a custom record layout of my data records (i.e., a handful of fields) to be viewable by users of my wordpress blog. Can anyone point me to a solution for achieving this? Thanks!
Tabs and Lists in Zoho CRM
Is there a way to add new tabs and/or related list items in Zoho CRM?
Floating Home Tab next to "Recent Items"
I usually find myself scrolling up to get to the home tab once I am done working on a particular contact/activity. Would it make sense to have a couple of floating tabs next to "Recent Items" in the new look that are of other items frequently used, for me it would be the home page but perhaps this can be customized by each individual?
Calculating Profit Margins
Any ideas on how to accomplish the following in CRM? Factors: Sales Order Total - Purchase Order 1 Total - Purchase Order 2 Total - Shipping Cost (custom currency field) - Credit Card Fees (sale total * % based on type of card) (formula field) = Profit Margin My guess is that it would have to be a Zoho Creator App utilizing API.
Contract Object
I am using salesforce.com but not in love with them. Are you going to offer formula fields as well as contract management? wayne
mail down
how long is email going to be down for eh??? hello anybody from support here.. mail is totally down "for emergancy maint"???
unable to close task
When attempting to close a task and selecting Yes on the popup, the task does not close. I copied the error below from firebug: unterminated string literal javascript:sortRelatedList("/crm/closeTask.do?action=CloseTask&taskid=276557000001671020&subject=follow%20up%20on%20signed%20po%20if%20don\ Line 1
Contact Name Format
Hi, Is it posible to have the Contact Name divided in two fields (First Name & Last Name) after generating a Report? Thanks, Roberto Roberto Wohlgemuth
Contacts page - sort by last name possible?
The Contacts page seems to sort by first name no matter what I do. If I change the Name Format to put last name in front of first name, the last name is shown first, but they are still sorted by first name! That makes a Last Name view pretty much useless. A more normal operation (to me) would be to sort on last name rather than first, this is how most people will approach it when they are narrowing down to a name. Is there any way to sort by last name?
Footer in Report Scheduler
Hi, When I schedule a report to be sent by mail, I receive the report and everything is fine. But the footer says the following: ---- Best Regards, The Team Zoho CRM Toll Free: +1 888 900 9646 Fax: +1-925-924-9600 Email: sales@zohocorp.com ZOHO Corporation | 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA ---- Being a SaaS consumer I didn't expect this in our footer. It should have been admin contact of our contact details. We are already converted to Zoho so no point in making a viral and
CRM Report Customization
Hi, Is it possible to customize the header/footer of a report which we export as Excel/PDF ? Regards.
Zoho Inventory - Firefox memory usage goes up to 8GB
Hi, I have a CRM Quote with 300 entries and when I just load them in view mode, the memory consumption goes upto 8GB and Firefox becomes unstable. Similar behavior in IE (i.e. system is not responding) but the memory usage is not that bad as Firefox. I tried it old version as well as new version of CRM. Any idea/tips I can make it faster? Regards.
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