User Activity
Is there anyway to view all users activity?
Unable to display task details screen?
Hi I have set up a task and assigned it to another member on my team. When she goes into the activity details screen the screen has all the field names and other features but not information for thefields its all blank with "loading-----" at the bottom. Pressing the "print preview" button brings up all the details. Help!
Customizing Quotes
Hello, I need to add some stock text to all of my quotes (a disclaimer) as well as an area for a client to sign to approve thier order. I can't figure out a way to do this. Is it possible? I'm read some info about html code but I have no idea how to do that. Thanks, Julia
newbie question about Zoho
I am considering signing up with Zoho CRM but I have a few questions: 1. Can I separate customers and prospects into different groups so I can mail to the groups individually? 2.Can I customize the field information to suit my needs? 3. Can I import my contacts from ACT ? I am a "road warrior" manufacturers rep selling hard goods and my CRM needs are simple but having access to the information online would be a huge benefit for me. Jeff
Working potentials as a team
We have many agents using Zoho CRM now. What we did not realize is that there is no way to work potentials as a team. It is extremely important for certain sales organizations to work or collaborate on potentials. With Zoho there is no way to add any additional users to an potential, task or event. This is a design flaw and should be corrected as soon as possible. You should have the ability to add users to a potential so ALL users working on that potential can follow it through to a sale.
Cases Tab
Is there any way so that when a case is created under a purchase order, the contact and account lookup fields automatically populate based on the purchase order? Also, please add email section to cases tab!
Is it possible to classify leads into categories that I want to name?
I am using Zoho CRM and want to know if anyone is aware of whether or not I can classify leads into categories I prefer.
Outlook plugin
Just today the Outlook calendar plugin is crashing Outlook when trying to sync.
Link stage to Closing date
Hi, Is there a way to link the Stage a potential is at to the closing date. Say a Potentail is at stage 1 (of a 7 stage sales process). the closing date should be 2 months from stage 1 (set automaically somehow). As the potential moves through the stages the closing date would move forward or back depending on how quickly it is progressing. If a potential stays at stage 1 (or any other stage) for a longer period of time the closing date would move accordingly. I have been told by Salesforce that
Custom Lead Fields
I am trying to create custom fields and they're not showing up on my lead page or in the setup for page layout,but when I go to recreate it I get a message saying that field label is already taken.So where are my fields?
How to restrict users to only view their own accounts only?
Please help, I need to make sure my users only view their own leads and their accounts only? can you do this as an administrator? Amir
Email from Report Scheduler without attachment
Did a search on the forum, but haven't found anyone reporting the same problem. I have set up a report to be emailed every day. I receive the email, but it is without attachment (just the ZoHo picture loginlogo.gif). Anyone?
Home Page Components
1. Please consider a RSS feed component on the home page 2. Please consider a URL component on the home page
Duplicate data on reports
My invoices area appearing duplicated in my reports, does anyone know why? Did anyone had this problem either? Thanks, Alisson
Custom field shows wrong data in sales order template
Hi, I have a custom field, (an extra address line), and for one of my accounts when I print a sales order or invoice the address line is always the same, no matter what data appears in the field itself. For example, I add 'Uxbridge Road', in the address field, save it and then go to print preview the order and I see, 'Norwood Road', instead. How can I fix this? Thanks, Nick
Eudora E-Mail
Is there any possibility of Qualcomm's Eudora being incorporated into Zoho CRM? Have used Eudora for years and years, and hate Outlook! Thanks
ZohoCRM and ZohoReports?
Hi everyone, I am sure this information is buried somewhere in the documentation :o) but just curious, is it possible to A) Export data from ZohoCRM into ZohoReports and do complex data analysis? (across multiple tables/modules)? I know that data can be exported from ZohoCRM in tabular / CSV format. B) Is it possible to setup a periodic, automatic pushing of data from ZohoCRM into ZohoReports? initiated from either application? This would be really great! Kenneth
Modified time is 1 hour out
Hi, I am based in Ireland and have my time set in Account Settings as Irish Summer Time. When I edit a task, to set a reminder or whatever. The "modified by" time is 1 hour out. For example if I edit at 11.08am, the modifed time says 10.08am. This is causing an issue as the alerts are not happeing ata the correct time. Any fix for this? John
Way to shortcut to a Template in a View, or in Recent Items?
I've created a template for my users which requires at least 5 clicks to get to, and 7 to print. It would be nice to be able to "shortcut" to this template, either in a view I can insert as a component into their home page, or under the left-hand side menu panel system. Is any of this possible? Shortcuts to a template, modifying the menu panel on the left? Thanks.
Attaching Files > 5mb
Hi, In our potentials & products pages, we need to attach an occassional customer ppt presentation so that the whole team can share it. However it is > 5mb. How can we do that? They won't compress to < 5mb. I believe Z Docs accepts files upto 10mb, even the free version. Thanks Luke
Simultaneous Address Change for contacts under one account
Has anyone seen this problem? An Account has an address change. You change the address accordingly, but, there are 15 Contacts beneath that Account. How can we change all their addresses at the same time when we change the Account address?
Mass Email - contact columns
Is there any way to choose which columns show up when you doing a mass email during the selection process. I need to see certain columns to make sure that I have the right contact and the right criteria. The current columns do not help me in anyway to make sure I get the selection right. Please advise.
Contact address fields - exporting for label printing limitation
Dear Zoho team and user community, I have contacts who have from 1-3 extra lines of address information before their name and street address start. So it would look something like this: Department of Public Works Streets and Sanitation Division PW-13SSD06 Mr. John Doe 19 S. Madison St. 60938 Chicago, IL, 60029 The issue Im having is when I need to print out the full address from contacts with our mailing label printer. Unfortunately, even if I have created new custom contact fields with names like
World Clock has vanished
The World Clock has vanished from the left hand column on all our CRM pages. It happened about a week ago. Is it no longer available, or is there some way of getting it back? I can't find anything in the documentation or forums about this. Does anyone know about this? Many thanks. Paul
"Lookup" not an option from custom fields page
I am trying to add a lookup field to my campaign module so that it references the Account, but when I call up the custom fields page and click on New Field, there is no option for Lookup -- it's not anywhere on the list. I am the admin for the app so wondering what's going on. Thanks for any help you can provide.
What is the best browser to use for the CRM module?
What is the best browser to use for the CRM module?
How to view history of mass emails to leads
Hi, Can anyone suggest a solution to this problem? We have various email lists of potential clients organisezed by region.We want to send out batches of introductory emails to each, then depending on responce we'll email each list again with another email template with other offers. eg. All our leads in Texas get a first email and if they show interest we can follow up with one of several additional offers. Q: How do we mark against each lead which emails they have got so far so we can sort them
Adding company logo to email template
Please give me a detailed explaination as well as possible html code to add picture/logo to an eamail template
Report on Activities
PROBLEM: Trying to create a report on ALL ACTIVITIES. THE GOAL: To create a weekly report that sends me and my sales reps. ALL ACTIVITY on ALL ITEMS in ONE REPORT. A snap shot of what happened this week in activities. I need the report to show ALL ACTIVITIES that are created whether they apply to contacts, potentials or whatever module they were created in. REPORT SAMPLE: Date Created | Account Name | Contact Name | Phone | City | State | Subject | Acct. Custom Field #1 | Acct. Custom Field #2 |
Automatically email owner from web-to-contact entry
Hello there, I am currently evaluating ZOHO crm and had a question: I set up a web-to-contact rule that will send an auto response to any contact generated from our website but I would also like it to automatically email me (the contact owner) when that contact is imported into zoho. How do I get this set? Thanks, Jordan
Relating Activities to Contacts/Accounts/Products...
I just wanted to check in on a feature that is critical for us...Activity Relationships. It has been discussed before, but where on the priority list does the ability to tie an Activity to a Contact, Account AND Product fall? To take it one step further, we need the ability to tie each Activity/Note to MULTIPLE contacts, accounts & products. I have been working around this for about 8 months now, but it's something we really gotta have. Please advise, thanks.
Changing language to save a change
Hi, I notice that a few bugs on layout and field changes have been reported and and that th answer is that we need to go through a language change to save the changes. i.e. Setup ---> Personal Settings ---> Account Information ---> Edit ---> Change the language ---> Save. Would it be possible to post a list of which actions require this language change, i.e. new field, layout change, etc say when this bug might be fixed so that "save" change does save the change Once again, many thanks for a great
Web-to-case won't work
I have read the FAQs and was able to successful implement the web-to-lead function. Seems like when I do the web-to-case, nothing happens--nothing to approve, no entry made. Please help!
Feature Requests
Perhaps you already have this... I know there are many of us who are posting requests for features. Please consider having a poll page to let the user base vote on which features to prioritize in your implementation. I see posts all the time of features you guys are working on, but there is no way to track how your doing on them in one location and people are constantly asking for the same items in different ways and asking for updates. Consider a chart with a graph to let us know what is going on,
Potential Title
Hi - In the Potential screen, we have Contact Name (picklist) as a field. I'd like to also display the Contact's Title in the Potential screen (basically automatically retrieve the Title based on the Contact that we selected). Is this possible? Thanks.
Stage Probability Mapping
Can you implement this feature under different modules? I know that it currently under the "Potentials" which i've re-labeled for our business. But i have another product that has similar features, but would be nice to have under another tab. Is this possible?
Report of Quotes showing product detail
Is there anyway to create a report of QUOTES that shows the product detail when the report is show? example: Quote #1 Account Name Close Date 1 Small Widget 2 Medium Widgets Quote #2 Account Name Close Date 3 Large Widgets Quote #3 Account Name Close Date 1 Small Widget
Office Plugin
Hi There, I am excited to see that you now have an office plugin. I have created a test template and uploded and all has gonesmoothly. I cannot use it however, because I am getting a message on my browser instructing me how to set my browser to allow the Active X plugin which I have done but still with no success. I am using IE8 has this been tested on IE8? is this a known issue? Is there a solution? many thanks. SEAN.
Secure Web-To-Lead?
Can someone explain how secure the Web-To-Lead form is? The ability to gather somewhat sensitive information from some of our web forms is the main purpose of utilizing Zoho.
Setup problems
Hi, I'm trying to customise the CRM and going into setup and changing the details of the pick list, however, when I go back to the screen, none of the changes have happened.....I'm certain I'm logged in as the admin. By the way, I'm using the free version and am the only user. I'm sure I'm doing something wrong, but I don't know what. Thanks for your help. BTW, best CRM system I've seen! UPDATE: When I go back into the settings menu, my changes are there, but when I go back to "New Potential" all
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