Links as Attachments
Many of the documents we want to link to an Account, Contact, Potential, Case, Solution etc. ..., are online documents. These are in Zoho, and in other services. Instead of having to upload these documents, would it be possible to link to them instead? I have forced a link by copying a url from ZWriter to the browse field. The option exists in other Zoho services, for example when placing an image in ZWriter you have the option of browsing your machine or entering a url. This would be very helpful,
HighRise to Zoho CRM Import Flawed
We just tested importing leads from 37Signal's HighRise to Zoho CRM. The main caveat was that multiple emails and phone numbers in the HighRise CSV file were lumped together (even after correctly mapping columns) into single email or phone fields in Zoho. For example, if a HighRise record had two emails, work and personal let's say, they were imported into Zoho contact's Email field literally as "first@domain.com, first.last@domain.com" (minus quotes). We had to manually fix dozens of emails and
Calendar Date OFF
When I view a future event on my calendar it shows the correct dates When I view the same event from another user's account - the event dates are off by one day It pushes it back in time by one day HELP!
Multiple CRM windows keep opening, seemingly on their own
I have the Business set up and added the CRM app (left side of choices) however once the CRM is open and I am working in there it keeps popping open additional (identical) CRM windows. I would appreciate any thoughts on how to make this stop. -Tks- -- Ginger
Field Mapping
Hi I have created new fields on Accounts and Contacts for a second address line. Is is possible to setup the system so that when the contact is created for an account the new address line is copied over along with the standard address fields? Thanks Neil
Feild level editing in Potentials/Opportunites records
When you select a record from the Potentials/Opportunities list you are able to edit some individual fields directly and not others. For example, you have to open the entire record for editing to change the Stage. This is one of the more common functions and it would be very useful to be able to edit the Stage by selecting that field once the record is open for viewing. I can't seem to find any rhyme or reason WHY this functionality exists for some fields and not others. We are seeing it regardless
Spell Check
I don't seem to have spell check enabled. I can not check spelling in Cases, Notes or any other field. Other users as well as our Administrator can use this function but they don't know why. Spelling errors are shown in red but not on my system. I have no Options bar. Suggestions?
Visible Only and will not print
Is there anyway to mark a field so that it will never print and is visible only and will not print. We added a customer field to most all modules that is "Internal Comments" and is there a way so that this will not print but only be visible on the screen? This is to keep from having accidents and others seeing this on print outs. Any suggestions?
Pleasee HELP-HELP-HELP-HELP-NOT ALL INFORMATION TRANSFERS WHEN LEADS CONVERT?
I'm having a number of problems with Zoho, but what I want to know most IS THERE A WAY TO KEEP -ONE NAME- THAT WILL STAY CONSISTANT FOR EACH PERSON AS I CONVERT THEM FROM LEAD TO POTENTIAL TO ACCOUNT? And I'm losing client information when I transfer a Lead into a Potential or Account. How can I keep all the same information when converting??? It doesn't seem to make sense that I would have to re-enter addresses, etc when a client progresses through the system Please help! ANY advise, tricks,
Send Mail
Hiya, I’m in the process of setting up my CRM system. Having created some Leads, I’ve found the button in the e-mail section to Send Mail won’t work when I click on it. As I’m unable to find anything in the Help section on this, can anyone please help me to get this working? Thank you. A
same contact list but need to filter and control access to leads, etc
Just started using CRM - so far I like it and it's integration with the business suite. I called customer service to ask this, and was told someone would call me not today (Friday) but not until Monday...hmmm Anyhow, I represent several different companies. I need separate "accounts" for each of them, but using the same contacts. For instance, someone I meet at a conference may be a lead for three different opportunities with three different companies. I don't want the companies to see all
Security flaw with Attachments, Notes, and Activites
There's no way for me to keep other users that have "Read Only" access to my records (ie. Potential) from adding, editing, or deleting Attachments, Notes, and Activities that I have added to my record. See the attached picture. There are no settings under "Data Sharing Settings" or "Field Level Securities" to protect or restrict access. Has anyone else found a way to protect these items while allowing other users to view the record?
eMail mac syncronization
I would like to know if Zoho CRM if considering on developing the syncrhonization for the email application of Mac and if so when should mac users expect it... Best Regards, Carlos Marquez Upside JJC, Corp www.upsidecorp.com www.upsidecorp.ch
Invoice Import
please advise the best way on the following: we want to be able to batch import our weekly invoices from our accounting system is there way using API or other to import invoices If this cannot be done can you offer advice?
Zoho Mail + CRM integration status?
What is the status on the Zoho Mail + CRM integration?
How long for moderator to approve posts?
It's two days now since I made a couple of posts in the CRM Forum. When posting, a message flashed up something like 'Your message is awaiting moderation', and that's the last I've seen of them. No sign of them in my account or online. They were simple requests for information, nothing controversial. Is this normal? When are they likely to appear? Many thanks. Paul
multiple errors in Zoho?
Today I am running into multiple problems with Zoho: 1. Account page layout modification does not reflect on account page. I have removed a bunch of fields and saved modified layout. But nothing changed in how accouts look. 2.Importing contacts from .xls file. Import operation goes well, but then when I look into contact details, all information stuffed into "Other Zip" field. Text below is copied from that field: ||Account Name##Test Company||Modified By##julija49 Сб, 25 апр 2009 10:36:21 AM||SMOWNERID##113046000000033001||Add
Send mail is arrive in the mail not desired
Hi I'm trying to send mails via the Zoho CRM, but reaching all the junk mail folder, I tried one of gmail, any help?
Why we choose (unfortunately) not to use ZOHO CRM anymore
Last year we (team of 3 within a 15 person company) enthiousastically started using Zoho. We were looking to expand it to everyone in our company. Sadly, in the coming weeks we will stop using Zoho because of one major issue we have with it. Zoho has poor integration with MS Office, which makes it a show stopper for us. Integration issues for us: 1. Syncing of ALL contacts (Outlook - Zoho) amongst ALL team members is simply not possible. Zoho's Outlook plug-in will only allow a user to sync
monk
We are preparing CRM implementation and will be importing records from our current CRM to Zoho. Any recommendations on best method to use; e.g., "Migrate Data from other CRM" or "Import ..." from within each module? Thanks
Monk
Hello, I want to migrate our existing Account and Contact data into Zoho without losing the links between the two tables. Can this be done with the data migration tool? Our users/sales reps are already set up in Zoho. Any info/tips on data migration appreciated.
Red 'X' in Checkbox field
Hi, Currently Zoho uses a X to indicate no activity in a checkbox field. Every user is our system has been confused by this. When they see the X, they assume that means it is checked. It isn't until later when they see the black check mark that they realize the mistake. Can this be changed under the set up? We would much rather have a blank checkbox field, like how all the other types of fields are set up. If this cannot be changed, I would HIGHLY recommend this be added to your forthcoming upgrades.
ZOHO CRM System is very slow today
ZOHO CRM seems to be crawling today and going very slow, or is it just my system? Any one else having this issue?
Invoice Template
Hi I have edited the default inventory invoice template to suite my needs. In the main section i have Product Name, Qty, List Price and Total. Under Product Name, I have included its description which is rather long for some products. When i create an invoice and export to pdf the description column, if long extends automatically and all other column sizes reduces. Is there anyway i can restrict the width of the product column? Regards Srinivas
[object HTMLScriptElement] editing a template
I was trying to edit the default invoice template adding some static text but when I save I got the following error in a pop-up box "[object HTMLScriptElement]". After clicking OK (the only option) the save cleared the template. I am now left without a template for invoices and left pretty unhappy. Ay suggestions on how I can get the template back and how I can get this to work.
Product & Customer Custom Reporting
Hi, I have been trying for a few weeks now to create a custome report which will show me what products are under each customer, but I'm unable to find a way to make this work. Everytime I run the report all of the columns needed show up but without any information in the actual feilds, which i know to be incorrect as nearly all of our customers have products assigned to them. to manage our inventory to our customers we are using Sales Orders & invoicing. Would this have any impact on the custome
Products & Customer Custome Reporting
Hi, I have been trying for a few weeks now to create a custome report which will show me what products are under each customer, but I'm unable to find a way to make this work. Everytime I run the report all of the columns needed show up but without any information in the actual feilds, which i know to be incorrect as nearly all of our customers have products assigned to them. to manage our inventory to our customers we are using Sales Orders & invoicing. Would this have any impact on the custome
Total records count not visible on Leads page
This must be a new feature because I don't remember seeing this before. Go to the Leads tab. On the right side of the page (above the search box) it shows something like: Displaying x to y Total Count The words "Total Count" are a link I can click on, but the pop up displays mostly outside the current window. The pop up closes before I can scroll to the right. So, there's no way to see the actual total number of Leads. If I stretch my window as wide as possible on a 1280x1024 monitor I can just
CRM manual available for download?
I have a old PDF file for a Zoho CRM user manual. It's mostly accurate, but I was looking for a new version to download, but I don't see it anywhere. Is there a PDF user manual available?
Custom logo size is incorrect
The documentation for using a custom logo (in the Admin Settings/Company Details page) says that the image size should be 188 x 80. However, when I make images exactly that size I get short horizontal lines at the bottom to the left and right side of the image, in line with the Home tab. See the example below: After much experimenting, if I make the logo image exactly 205 x 80 it fills the space properly so the extra lines are not visible.
Sales Forecasting
I do not see any apps or tools for Sales Pipeline, or Forecasting...Can someone point me in the right direction ?
Automating fields
Does anyone know if its possible to create a button or similar to copy physical address data across to postal address if they are the same?
How Do I Access?
This probably sounds stupid, but how do I access Zoho CRM? Is this a payment only piece or something? I can only access contacts, which doesn't seem to be what I need. Regards, Eric
Document Repository
Is there a 'Documents' Folder or Tab where we can maintain common documents such as Brochures for everyone to use? Chandresh
Help! I don't know what I'm doing!
I've worked out how set up a new custom field for quotes, but how do I get this to appear on the actual quote that I send to clients? Any tips would be greatly appreciated.... Many thanks in advance
Question about sharing Activities in Enterprise Version
I have the Enterprise version and set up two groups of CRM users: 1. FOUNDERS and 2. ALL Also I have set two roles: CEO and Manager. The CEO and another manager are in the FOUNDERS group. The rest are in the ALL group. The need: There are certain activities (tasks and events) that only needs to be shared to the FOUNDERS group. All other activities should be shared by ALL. For example there are some activities that only founders are engaged in and some other activities when everyone is involved.
Web2Lead Refferal Tracking
Has anyone been able to pass along a visitors referral source and in the case of a search engine, the search term used to find the web2lead page in a hidden form field?
leadpoint
Does any body here use leadpoint with their Zoho CRM. I am currently using icosales and Zoho but would love to use zoho for all my needs. Thanks
Converting Sales Orders into Purchase Orders? No Drop Shippments possible? Multiple currencies ?
Hi! First of all: Congrats. I have worked with Salesforce and Netsuite and am now looking for a decent priced CRM/ERP system for my own company. So far ZOHO seems to be a well priced and working platform. (with some problems, of course) 1. I encountered a big problem while going through the sales cycle. There is no way to convert a sales order into a purchase order. This is quite troublesome because all the data has to be entered twice. I think there should be a way to generate a purchase order from
ZOho CRM reports seem really poor - can't do basic stuff
Hi, I've been trying ZOho for some time, I last week I decided to upgrade to the professional edition. I've already started migrating from an older CRM, but there some things that are worrying me: It seems that the reports can't do some basic stuff, for example: Is there a way of seeing which products I sold and to whom in a specific period? Can I cross the information, for example: the products I sold with the accounts or sales order? please, I need a good solution...In zoho, I tried many times
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