Linking Old Emails with Contacts
Hello, I have just started using Zoho CRM with email add-on. I would like to know if there is a possibility to link old emails with contacts. I want to import all my old emails to Zoho Mail and link those emails with the associated contacts. How can I do that? Thanks Rahul
CRM is slow this morning?
Hi there, CRM is normally lightening fast. But today is it much slower, often taking 3-5 seconds with each page transition. I just thought you should know in case you made a change. I'd love it if it was back to being lightening fast. Thks, Rachel
Import Leads - Bug in Internet Explorer
It appears there is a bug in Internet Explorer (tested on IE8). When selecting Import Leads / Import Organization Leads, once the file is chosen and "next" is selected, it automatically switches to "Import My Leads" on the next page, and the user cannot select a column in the spreadsheet to specify who the lead owner should be. This does not happen in Chrome or Firefox, only IE (but is of little comfort to someone who is forced to use IE at work). Thanks
Activities View Next Record/Previous Record Problem
When using the Next Record/Previous Record function, the next/prev record frequently changes and it skips records in the Activities list. Example, I want to call based on Due Date, I select the first record for that date to open it, when done I press the Next Record button and it skips records completely. When I select Previous, it skips to some other random record with the same Due Date. This makes it impossible to canvass the Activities List when this occurs.
Does changing the ownership on an account update the ownership on the subsequent contacts?
Does changing the ownership on an account update the ownership on the subsequent contacts?
Cannot invite users on free edition
Hi, I have signed up to trial Zoho CRM. When I create and invite a user, the email invite is not received by the user's email address entered. Has anyone else experience this issue? Thanks.
Account for sales rep
Hi, new to Zoho. Hired a sales rep that I want to use SOHO. Can I create an account for him that prevents him from downloading all our data?
Usability requests
I have a few usability requests that would make our Zoho experience much improved. I'm sure others could use the same things as well. 1. Allow tighter views & spacing of Contacts & Companies. I hate all the scrolling I have to do through information. - no double/triple spacing between items and fields. - enable 3 & 4 columns in contact views rather than just 1 and 2 2. Allow files to be cut and paste into notes and attachments. 3. Enable a refresh information sharing from contacts to companies
Color on CRM calender
We use the calender for 3 basic functions, can we assign a color text reguardless of lead, potential, or case ect?
Is there a way to capture email replies?
I'm a newbie on Zoho - if I send an email within Zoho to a lead - is there a way to capture the reply automatically? I use Outlook. Thanks, CJ
Importing database of contacts to Zoho
I am new to Zoho and I have a large database of leads and customers in excel. I would like to import this document, which includes contact details and details about past communication. Does anyone know how to do this?
New Set of Enhancements in Pulse and More
Hello! What new functions can you find in Zoho CRM today? Well, there are quite a few enhancements made to our existing features. Here is the list: Changes in Pulse - Pulse in Zoho CRM is even better now with the new set of options. View records followed by you: Use the Followed by me option to view all the records that you follow. Even the records that are not assigned to you but followed by you will be listed here. Delete and restore details captured: Earlier deleting and restoring records were
Enquiries - Changing sort function to sort by surname
Can someone please advise how I change the current sort setup for all enquiries from First Name to Surname. Regards Tracy Montgomery Stoveco
User-defined Tasks, please
I'd like more flexibility in categorizing Tasks My tasks are not classifiable only by "open, closed, mine, today's, tomorrows, next 7 days", etc. Sometimes I am in Bristol, sometimes I am in London, sometimes in Manila. I want to meet different people in each place. I want to be able to create a set of tasks: 'People to meet in London, when I next go there' I can put the names in a desktop Word document, but I'd rather keep them in Zoho. How to do it? It would be good to have the ability to create
Default Setting of email filter on the Leads data entry form
Hi, On the leads form there is a drop down that filters what emails are shown (in the email list at bottom). It defaults to <user name> emails. I always have to change it to "Sent Emails from CRM". Is there a way to make this the default choice? Thanks, Dennis
Another bug with the new interface: mass update checkbox
It seems that when you use the new Zoho CRM interface and want to mass update a custom checkbox field in the Contacts module the page says 'Loading...' and stays on that forever. I've tried several times and other users in our Zoho system have the same problem. If we switch to the old interface it works fine.
3rd Party Lead Buying
I am new to Zoho crm. I would like to purchase real time leads from a 3rd party lead company. What is the best process and setup for receiving these leads in real time? Can someone help me with instructions. Thanks .
New UI's intolerable system bugs in templates!
Dear sirs, Ignoring our feedback on the numerous design-related and usability inconveniences of the new CRM UI under the umbrella of "user's opposition to any change is automatic" is one thing. We rest our case powerlessly, but Costing us clients and having us loose quotations due to a stupid malfunction of Inventory & Email Templates as a result of the compulsory transition is another. This problem applies to the modules: Quotations Purchase Order Invoices and probably Sales Order 3 years ago, we
Potential filters
Can I create a filter in my Potential Reports to show me my information month by month?
Search result which should not be?
I'm reporting something here i don't understand. When i search for a customer name (linnebank) in Zoho CRM i get 1 search result. When i open this customer i don't see any match for the word 'linnebank', not even a partial match. And i checked with CTRL+F. Why is this a search result, how can this be explained?
Contacts lose Name of Account on Google re-sync (WAS: URGENT Data inconsistencies after OUTAGE)
Please see my posting below, the issue is related to the Contacts Sync feature, not the outage, but still it is a confirmed bug. --------------We are only conducting preliminary tests, but we are experiencing data inconsistencies in the VIEWS after the Firday crash. For instance, a personalized VIEW of our contacts should provide a total record count of 368, but instead it gives random counts between 90 and 99. Obviously the criteria of view has not been changed (I am the administrator, and the only
Read only report in a iframe or other type of browser window
OK, this is sort of hard to explain, so please bare with me, I want to be able to do real timer reporting from my Zoho crm, But i want it to be in a iframe, or something like that, sort of like the forms are, but in reverse, i want to send the data to my website and be able to allow our agents to see the status of there orders, but i do not want to give them access to the crm. So it would just be something like Customer Name, Agent Name, and Lead status in a simple form, But on a website of my own,
Zoho CRM Read-Only Mode Available From Our Secondary Data Center
One of the priorities we set ourselves after our outage is to get a read-only instance up quickly in our secondary data center in the New York metro region. We have always had the data backed up in that data center and our software team has been busy making it run in read-only mode. Today, we are happy to announce that Zoho CRM is running in read-only mode from our secondary data center. The URL is https://crm-ro.zoho.com We will keep this read-only mode accessible to customers all the time, so that
LinkedIn Integration
The marketing materials tout social integration, specifically with LinkedIn and the Wiki clearly outlines (https://zohocrm.wiki.zoho.com/Other-Apps.html) how to enable it - however I signed up and it does not appear the feature exists. Is this vaporware? I looked under Other Apps when logged into CRM and all of the other features are there (e.g Plugin for Outlook) but LinkedIn isn't there.
PDF Contract Creation Automation
I am looking for a solution to a problem and wondering if anyone can help or point me in the right direction. right now when we send a contract to a client we open up the document in word and manually populate the fields with the data that is in the customers file. When then print it to a pdf and email it to the customer. I would like to automate that process where are sales reps can just click a button, choose a specific email, etc. and it would automatically generate the document and email to
Emails not linking
I have set up all the appropriate settings to integrate email, but none of my leads show any emails. This is an essential feature, so please advise what is wrong. Thanks
New Version "bug" - don't make the entire line of the results view clickable
We've been using the the old version because the new version tries to be "smart". In the new version's general results view, the Entire Line is clickable. WHY? This prevents us from copy/pasting info from that view into email or other programs. Instead, when we try to copy the text, it "clicks through" to the detail view of the page. This is inconsistent UI and not practical. Please ONLY make the title clickable just like the old version. Anyone else want this feature rolled back so that ONLY the
Merge Leads directly from Lead Approval Screen
Please provide the capability to merge leads in the Lead Approval screen. This would be done by placing a check mark next to the two or more leads and selecting a merge action which would bring a user to the familiar merge screen. Warm Regards, Kevin
Zoho CRM - Public Launch of New UI on December 15, 2011
Back in July, we introduced the next generation CRM UI to Administrators. Since then, we have been activating it to all our users in phases. Your response was overwhelming and we are very thankful for your inputs. We're now ready for the public launch. On December 15, 2011, the new version will become the default UI of Zoho CRM. Your CRM account will automatically be switched to the new version. What happens to the old version after December 15, 2011? You can switch back to the old design by
Using email in the CRM
I click the link to email a contact out of the CRM and that works fine but then I get a confirmation screen telling me what I just did. Now how do I get back to the CRM or email or any other part of Zoho that I may wish to use? So far I have to logout then log back in........not a good use of time of brain space. Thank-you. Brad
Using the new version sucks
This really sucks, I don't know why in the world you would discontinue a better version than this loopy lieu crap. Is there any way to run the old version? if not that's fine I will be looking for a new CRM product tonight... Sincerely, Brad Boruk Owner / Credit Strategist 214-504-7101 DIRECT 214-504-7128 DIRECT “AFTER HOURS” 866-WHY-FICO TOLL FREE 888-241-9037 TOLL FREE FAX Email Brad CLICK HERE
Activities problem
Hi! When I am in Activities Page Tab and select the "All tasks" View, I cannot see the Lead person and Lead Company. I can not add them by editing the view because they do not appear in the Tasks field list (only 'contact name' and 'related to' fields appear agc
Services instead of Products - please propose a better solution
Hi guys, This is a bit of a long one so please bear with me. 1. We are a service company, so our products don't require inventory or stock. 2. We charge customers up front - so there is no sales cycle (ie Potentials) - all our customers that we enter into the CRM are won. 3. Our product/service however, does have a lifecycle which needs to be tracked. So for example, we sell SEO. - The customer begins as a new customer - Once they get their website optimised, we need to change a stage to "Website
Product lookup window customization
Hello, our salespersons hate "products lookup" window when they search for the product they wish to input into quotes/sales order/invoices. I attach a screenshot. Is it possible to customize it and show only product names and prices. Or even better: to eliminate following columns: SMOWNERID_FIRSTNAME SMOWNERID_LASTNAME SMOWNERID_ID and to make relative width in description column so if some descriptions ate larger, the column could expand and not wrap a text. Thanks, Marko
New User cant see fields
Added a new user but they cant see the field data unless they edit, all other users can see the field data
Beginner question: How do I order leads by date ? to the most recent to oldest
Hi, So its quite simple, but very frustrating, I can't find where, in my setup options, I can order/display leads to the most recent to oldest Thanks for your help
Zoho for Blackberry: Feature question
Does the Zoho app for Blackberry allow you to directly upload Blackberry contacts to Zoho?
Combine Industry field in Leads and Accounts
Currently the Industry fields in Leads and Accounts are independent. So whenever I create a new industry entry in Leads I need to create a similar one in Accounts as well. Is there a way where I can create one entry and have it updated in both places?
Sales Order form - Add Services
How do i remove Products from the Sales Order form and add Services instead of products. I also dont want Quantities and Price per quanltity. I want to be able to enter the Service name and cost of services. Thanks in advance. Manish
Bug: New interface import contacts 'previous' button is broken
When you import new contacts via the new interface and after you have mapped the proper fields and get in the screen where it tells you which fields and columns you didn't map and press the Previous button it shows me a white screen and i have to do the import process all over again. This doesn't happen with the old interface. PS: I think the new interface sucks. I also reported this when i was asked to give feedback on it but never got a response. Visually it has too much white and fields can't
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