Multiple Feature Requests
I really like your CRM however there are a few features that should be added. Default Description Field: There should be a way to adjust the size of the default description field when editing an entry. Currently it is only 5-6 lines tall and we need a larger space when editing because we use that field when giving quotes and we can't be scrolling up and down constantly changing information. We know that the notes section provides a large area to put in notes but we need everything to show up when
Can not produce invoice pdf's
Since this morning, (Monday), printing the pdf of an invoice produces a document with most of the information missing, and with big white spaces instead. No changes have been made to the template or any other system settings. Have you made some changes to the system over the weekend? If so, the changes have crippled Zoho for us. Please advise urgently. Nick
Loat Potential Required Note
Is there a way to force a note when a potential is changed to a specific stage. For example, you are closing a potential as lost. Is there a way to force the user to post a note stating why? Sara Konz
Using Zoho Mail in Zoho CRM...
I need to set up different email addresses in Zoho Mail because I have email addresses from the companies that I provide services for. How do I do a mass email using one of my other email addresses? When I go to select which email to use...it only shows my company email and the other users for our company. The other email addresses are not on the selection list. David
Few States are listed on drop down menu for state
I try to add lead using quick add but I just noticed that there are only few States listed on the drop down menu for states specifically for United States.
Downloadable Contact File Template not uploading properly
I downloaded the contact file template and filled out the form accordingly but when I uploaded it. Column headings are not correct. The heading for the "Company Name" is missing that's why the rest of the columns heading are not correct.
Best way to document (non-electronic) Contact-related marketing activities
Ive been pondering how to best setup Zoho to allow users to record marketing activities under CONTACTS in a way that they can be used for future marketing and strategic decision making. To clarify the functionality we need, let me provide a case example: My company uses direct marketing and also attends road / trade shows. Employee Jim-Bob goes to tractor expo 2008 and picks up 30 leads. We enter the leads in CRM, and now want to document that the contact was an attendee at the expo, because doing
don't want get emails about new appointments
Hi, I am manager. My calendar is conducted by assistant that prints calendar for me everyday. My assistant create many appointments every day and CRM notifies my about every appointment - can I swich it off? I don't kneed this because I use printed version. Best regards, p
Formatting the 'home' page in crm
There must be a way that I can choose the fields that display on the home page - as a newbe however I can't find it. Help please.
Problem with Quote on CRM
Just finished integrating our data from salesforce to zoho. Everything went well. One problem we are having is generating a quote. When i check on product name, a separate window pops up, displaying the products that i have put in, i click on the product name and nothing happens. Can anybody direct me on what i am doing wrong.
Invoice doesnt show once created
Hi there, when i create an invoice from sales order by using new new or convert - after conerting under invoice is doesnt show the invoice (see picture attached). please advise what is wrong?
Printing lead sheets one page at a time
In the LEADS tab I have a custom criteria view that reduces my database to 15 records which I select ALL and print but I NEED them printed "one per page" - right now it prints them all or it exports to csv but again all records in one view. I need 15 pages, 1 record per page based on my custom layout Do I create a template? Thanks
Deleting contacts or other records en masse
I'm messing about with CRM and imported 1000's of test records. I'd like to delete them all to do another import as part of working out how useful the product is. But mass delete appears to be restricted to 100 records! Is this the case? It would take me ages to delete my entire record set.
Reporting Completed Tasks
I am so confused. I can't seem to make a report for my boss of all completed tasks. Basically, I need a report that will show completed tasks during a certain week. So, the due date doesn't help me. Sometimes it's overdue by a week and sometimes it has already been done before the due date. I need a report that actually says, this phone call was completed during this particular week. Does this make sense? It seems like it's so simple and I may be missing something but I have tried everything under
How do I - send an email to new leads created within the current week and who have not been sent an email yet?
Hi, I need to send an email to new leads created within the current week and who have not been sent an email yet. I can build a report in Reports that automatically selects 'Last week' as the date range and I can query some of the Email attributes such as Email Creation Date and Subject, but in the report it generates there are no clickable selection boxes on the left which, were the same filters be available as a Custom View in Leads, I would use to select the items prior to selecting Email from
Publishing zoho dashboard.
Are there any plans to implement the ability to publish zoho dashboards so that they can be published on a website (e.g; a local intranet) Cheers
email on Task detials
I have opened Task detials. Subject is: "send welcome letter to the customer vie e-mail" - so I am looking around and I can see that there is an e-mail on the Task details - then I click this e-mail and Outlook window appears. Is it possible to configure zoho, to show me CRM mail window whenever I click on the e-mail inside the CRM? Best regards, m
Wrong Auto response E-mail from Web-to-lead form
Hello there, We created a Auto response template for Web-to-lead form leads in the starting of this service to test the things out called Feedback (e-mail subject- ThankYou for your Feedback). We deleted it and then created a new one called Enquiry and assigned it to the respective forms but still if any visitor submits any enquiry, he gets a auto-response of FeedBack. I can't understand the reason. Please Look into it ASAP. Regards, Siddharth Bhojnagarwala
Oops! How can I convert a contact back to a lead
I mistakenly converted a lead into a contact without selecting it as a potential. What can I do? I don't want to manually type in this person's information again into a new raw lead. Is there a way to reclaim a lead for these situations?
Unable to use Mass Email contacts
Seem to be repeatedly getting the error: Unable to Process your request, click here to go back.
How to edit Product Details?
Help.
Deleteing a section in Potentials error
When I try to delete a section in potentials, the system will not delete the section. When I try to save, it kicks me to another page within the CRM. Tried it several times and it will not delete the section. I have moved all fields out of the section so that has no influence. Please advise...
Modifying Inventory Templates in ZOHO CRM - A real Pain! - but 'Do-able'
Hi Everyone I am reasonably new to Zoho CRM, but have need of a 'cloud' solution due to the topology of my associates. One of the biggest issues I have had is the modifying of the Templates - in particular the Quote Template. However after much trial & error I have found a way of making the job a little easier if anyone is interested. It may save yuo some of the painin 'getting there'. As you are all aware, the Templates are written in HTML, and it struck me the other week that if I could create
Problem with mandatory field in tasks
We have specified a mandatory field for the tasks (the "Related To" field). This field is disabled for the Leads' tasks, and therefore, the system does not allow us to create a new task for the Leads. If this field is not used for the Leads, it should be possible a new task. In the following image, you can see the alert message displayed by the system: http://img707.imageshack.us/img707/6748/newtaskbug.jpg
Problems printing potential details page
Sometimes when I print out potentials the bottom half of the page doesn't print. And won't print ever. If I clone and edit, still won't print. I have to completely recreate the potential from scratch. Anyone encounter anything similar?
How do I setup contacts and accounts for business partners ?
From what I understand Accounts are for Customers or Prospects. I have lots of business partners so I'm not sure what field I should use to record their company? Should I use the account filed, but then a account would be setup for them. (Maybe vendor filed under contacts or setup a custom field?) Is there a best practice for this type of thing? Thanks, Dave
Why am I getting emails from you guys like this?
Hi , sankarababy has sent a private message to you. Click here The message has been included below. ---------------------------------------- Hello my Dear. My name is miss. Tessy Sankara i saw your profile today on(http://help.zoho.com/portal/en/community) and became intrested in you,i will also like to know you more,and i want you to send an email to my email address so that i can give you my pictures, for you to know whom i am. Here is my email address(tessysankara@yahoo.com) I believe we can move
How many people ?
hi, How many people who's birthday in this month there? How can I get this information from ’contact‘ moudle？I want to send message to them,but I don't who are them. Thanks!
Web to Lead : Assign Default Values
In the web to lead , I want to have some default values to be entered in the lead, not selected in web form. E.g. Lead Source = Website Inquiry Lead Status = New This should be entered as default values. Please tell, how to do It.
How do you ::: Contact Details- Edit Open/Closed Activities
I set an up an event with a contact. I set the start date and end date I later click on the contact and scroll down to open/closed activities I see the event I created I don't see the date of the activity either in the open or closed fields? I would like to include the day of the scheduled event. Not the "due date"
Account's Field List
I have created 3 new field lists as Pick Lists. 1 pick list contains 3 items, another contains 4 items and the third contains 24 items. I have then inserted these pick list to my Account layout. But two of my 3 pick lists does not work. Why? When I choose "edit" in the field list, nothing happens, the list does not appear so I can choose an item. No error appear. The problem concerns my pick list with 4 and 24 items. I have not had this problem before, and my Accounts layout consists of serveral
Custom module
Whats the roadmap for the option to add custom modules and drip marketing emails? Cheers, Fred
Converting Leads Options
I am a new user. I would like to be able to control where my people, in any stage of the process, are converted to (rather than creating a potential, an account and a contact all at the same time). Is there any way to do this? Thank you. Melissa
Business case for moving from ACT to Zoho CRM - any help appreciated
Hello, I am building a business case for moving from ACT to Zoho CRM. I thought of asking on this forum. If you moved from ACT to Zoho CRM: - what did you find annoying in ACT? - what were the reasons that convinced you to move to Zoho CRM and away from ACT? - was the migration from ACT to Zoho CRM easy? Were there any data that you could not migrate? - and now that you are using Zoho CRM, are you glad you moved away from ACT? Any help is appreciated. Thank you Celisto
View Tasks on Calendar
Is it possible to view tasks on the calendar view? If not, that would be a great option! Thanks.
Account's field list - pick list
I should have posted this topic earlier today. But something may have gone wrong since I cannot find it on the lists in Forums. However, I have a problem in Account's field list. I have created 3 pick lists - one containing 3 items, another containing 4 items and the third containing 24 items. Then I have added these 3 pick lists on the Account's page layout. 2 of my 3 created pick lists does not work. No error occur. When I click "edit" in the field list in order to open the pick list so I can choose
Note ownership change
Hi, Quick question, why does the owner of the note in a record change when the owner of the record change to the new owner? This does not not make any business sense. The owner of the note should never change. I want to see who added notes to the record regardless of who the owner of the record is or who it changes to. This happens in leads, I have not checked out any of the other modules. Please let me know what you find. Thanks, Adam
Just Implemented - Live for a couple of days - Notes to developers. Brain dump if you like with the hope of improvement.
Some things I have noticed. No particular order. Importing. Bug with 0 prefixed zip codes. It truncates the zero on import. Causes corrupt data. Problem is - we never noticed it at first. Views. Need the ability to stop users creating views and/or changing them and/or deleting them. Day 2 - we have 24 views created by rank and file people. Obviously no naming convention was used - and it cluttered up everyones general views. On views. eg. my accounts. You cannot restrict to my accounts and say
Print Preview formatting incorrectly on IE6
Internet Explorer 6: I'm using Creator to pull in a Reports spreadsheet. Works great, but when I go to the browser's Print Preview there's some weird formatting that makes the text unreadable, printing over itself. This is the same if I use the Print option provided by Zoho, or using the browser print option. Works fine in Firefox. Am attaching two PDF's; one shows how the application looks, one shows the print preview appearance.
Word mail merge templates not pulling through all fields
We are developing some word templates but the problem we are having is that when we choose the "Potentials" as the module and the choose to put contact fields in the template the contact fields do not come through, only the field from the Potentials module do. Is there a fix for this as this does not make sense...PLEASE HELP
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