Adding a potential, cant update fields
When adding a potential (not converting form Leads) i cant add anything in the contact name, and we cant update the expected revenue field at all?
Any way to not show Zoho in my colleagues email signatures?
Hi all, I've been using the Free Zoho CRM for awhile and just upgraded to Professional. Now, the Zoho CRM widget shows up in the signatures of all my colleagues on our company domain. Is there a way to take these off? I'm the only active user of Zoho. I'm searched around but can't seem to find an answer. Thanks, Zac
Zoho Mail Add-on for only select users?
Is it possible to enable the Zoho Mail Add-on for only select users in my company, or does it have to be enabled for all users?
Inventory management document templates and numbering
Hello, Since the inventory management part is not visible in 15 day trial version I need following information: Are the documents in inventory management numbered automatically? Is it possible to set number format for documents (eg. purchase order: PO-12-0001) Can the document number be part of the printout data? Where can I see some inventory management printout templates/samples (just to get a feeling)?Thank you and best regards Matt
Waiting for iCal
Hi, Using Zoho CRM now, but hampered by limited calendar functionality - need to use something that lets me mix several calendars, like http://backpackit.com/calendar og gCal- and need ical export link for that. Any plans for this? I'll upgrade and never leave .. ;-) Kristian Vanberg
Zoho customer support
Can someone please suggest a method of getting better customer support from Zoho? This is the least responsive group I've even dealt with. I exported my data from my former CRM two weeks ago and still have nothing in my Zoho database. I've gone two weeks without a CRM (I'm not going to add new data to my former CRM). No response or updates from them after emails and phone calls. Someone help with a solution please.
USER REMOVAL
I need to eliminate a user who is no longer with us. The easiest way would be to change the user name. How can I do that? Pete DePalma
Mass Email
Dear Sirs You now restricted the mass email service to only 250 email per day. If I have 800 Leads and I want to email them all, what can I do? How can I mark the 250 that I mailed today so I can email the rest? Mustafa
See who have bought a product
Is there anyway I can arrange so that related list for a product shows me on what sales order this specific product is registered on. For instance, if I go in and see a product, in the list below (related list) I would like to see the sales order where this products is. I can't seem to find where I add "Sales order" to the related list of "Products". Please help! Kindest regards Mikael Nilsson Sweden
Can I change the view in Accounts?
We assign Leads to accounts as they come in. The assigned leads are listed in the account when I open it. My question is if we can change what we see in this list? Ideally I would like to replace Closing Date with a custom field (the date we assigned the lead to the account). If that cannot be done, we can use this Closing Date field as our assigned date, but worry what happens when the date is past? We are using the free version. Thank you, Kathy
Web to lead form not capturing data
We have a web-to-lead form that is not capturing data in the CRM. We have verified that the "manual approval" box is unchecked. We have created a test html page with absolutely nothing on the page except for the web-to-lead form. We can fill out the form, submit it, and get redirected back to the right page, but the new data does not make it into our CRM. Please help.
Campaigns / Linked Leads
Hi, I've created a campaign and assigned about 30 Leads to it. However, when I open the campaign screen and look at the list of Leads it's only displaying five. Also, I want to be able to set up a list of the Leads in the campaign so I can call them - the list I currently see is fixed and doesn't allow me to scroll through them. Can you please advise. Martyn
Basic Sales Report / forecast
Zoho community - I am on the verge of purchasing Zoho crm for my company's crm tool but I can not for the life of me figure out how to set up a report on my dashboard screen that will show a "forecast" of the deals coming in for a particular time frame? Nothing off the wall - just a basic sales forecast report that shows: Potential Name Sales Stage Potential Expected Revenue Owner Can someone please help me with this or point me in the right direction on how to do this... Thanks in advance!
Why I can't setup recurring tasks nor events?
From the CRM I am trying to create recurring events and tasks but the field for recurring is not available.
Zoho CRM Prospects Information
Our admin left and I have been gifted the admin function with a new sales rep added to our system. When I look at my screen my Prospect shows Business card info Prospects Information Address Information Description When my new sales person looks at his Prospect screen it only shows Business card info all contact source, status etc is missing. He has the exact same access as me, but we cannot find a set-up link to change/update rectify this missing information. HELP please
Hiding and auto-setting a drop-down field in Web-To-Lead form
I'm creating a Web-To-Lead form for my website. For leads that come through this form, I'd like their lead source to automatically set to Website. The form is a drop-down form, and Website is one of the selections. I do not want website viewers to see this field. Do I need to put it on the form but hide it? Or is there another way I can do this?
Contact / Account relation troubles
Hi My users has lost some relations between their contacts an account. I know this has been discussed in another thread, and i know it seems to be related with the Zoho <-> Google sync. How to solve this defect ? I can't access to any setting related to a Google Apps sync (In third parties modules -> Google Apps -> Contacts i have a blank content !?) Please help, as the dissatisfaction of my users is growiing stronger and stronger these last days. Regards
How to add a heading?
How do you add a heading? I did it once, now can't figure out how to do it again.
Replace Multiselect fields
Is there a way to "replace" / "rename" a Multiselect Field, so existing records will reflect this update? eg. we created a Field once called "Festival Tickets", but now want to just use "Festivals". How can we ensure all records who had "Festival Tickets" in the past will now be updated to "Festivals" for this field? There are hundreds of them so a manual update wouldn't really work.
Field Dependencies Not Working
I've created a field dependency for my CRM account: If ACCOUNT TYPE = Client, then ACCOUNT STATUS = Active or Inactive If ACCOUNT TYPE = Prospect, then ACCOUNT STATUS = Null But when I convert Leads to Contacts and create an Account for the Contact, it automatically sets ACCOUNT TYPE as Prospect and ACCOUNT STATUS as Active. This is against the dependencies I've set up. How do I keep this from happening?
Sales Order/Invoice PDF export
Hi, When I PDF export my sales order/invoice, the height of every cell in my template tables seems to be enlarged with a padding below the texts. As a result, I am not able to add as much information onto a Single Page as I would like to. Does any one else has this problem or a solution to this? Thanks!
calendar hours
Hi, Is it possible to stress working hours? i don't need in calendar to see from 1 am till 23 pm - whole 24hours. With slot every 1 hour. I'd like to have more detalied view for hours from 9am to 17am only 8 hours with slots at least 0,5hour. bestregards, p
How to know which imported records created a clone?
Hello, We have a problem. When importing records via CSV, we have the option to Skip, Override or Clone duplicates. We typically use "Clone" in order to keep data from both records. This however creates a duplicate record and it's very time consuming to find these records in order to merge them manually later. Is there a way (or will there be a way) to know, after import, which records were already in the database? A match by email address would be perfect. So, after an export, the output would look
Can't add Accounts or Contacts as Invitees to Events
Maybe I'm missing something, but when I go to add invitees to an event, all I can add seem to be zoho users, not my contacts, accounts or leads. What if I'm having a sales conference call and have invited several different contacts to call in and participate, do I need to create a separate event for each one?
Problems with New Version
Problem #1: It is not the old version. The old version rocks. Problem #2: The new version is hard to use. Hide the details? I WANT the details shown all the time. This is like opening a tool box with blinders covering your eyes, and having to remove them EVERY time! Problem #3: Format for the new notes section is terrible and hard to read. Everything is the same size, font, and has too much text in the date/time tag. Instead of "Friday, 16 Sep 2011 11:49:14 AM" why not have the option for something
I would like to see the sales for each division, not as a whole company.
Hi, ZOHO. We are planing to use ZOHO CRM service, since we think it is better system than "Sales Force" software. But we have a problem, that we cannot see the sales by each division. Is there anyone know, how to see the sales by division, or make a group to control the sales of each clients. The second problem is that we cannot use or input our sales by multiple currencies. Since we are making sales in several countries, we need to input each countries currency. If these two is difficult right now,
Tabs not displaying or reordering
I went into setup to change the display and ordering of tabs, but these changes are not reflected in the tabs shown. Is this a bug? I just signed up for email integration and can't get this tab to display, even though it shows in the tab setup. Please help!
Importing invoices from other sources
Hi Zoho, When will we be able to mass import invoices into CRM? Or does this functionality already exist?
Emailing reports - info in email, not as attachment
In my company, we don't get many leads - perhaps 3-5 a day. I'd like to schedule a daily report to go out to the team, but I don't want the information about leads to be included as an attachment; I'd like it to be within the body of the email. Is there a way to do this?
New UI search
My biggest problem with the new UI (and in general it's OK) is the lack of a search function for contacts. In the old UI I could type "12345" in the search box and get any contacts whose phone number (or address or whatever) matched, In the new UI the search box seems non-functional. It displays a "what to search" drop-down then does nothing when "contacts" is selected. If I can't search... well... not very useful.
In CRM, how to make State a picklist vs. text field?
How do I make State a picklist field with U.S. states instead of a text field?
Sort functions for reports
How do I use sort functions to alphabetize my Account Reports?
My 2012 ZCRM Wishlist
#1 - An Android app that allows one touch call logging. What good is a mobile app if you have to stop driving to use it? Most mobile users are accessing ZCRM from a smartphone. The app should be connected to your phone contacts so that when the caller ID comes up on an inbound call the ZCRM app asks you if you want to log a call when you hang up. #2 - Real Time calendar sync with Google Calendar (or other 3rd party web calendars). When I am on the go I want my office to be able to view my schedule
create second business
hello, I have two separate businesses and both should be handled with zoho crm but I want to login with my one gmail adress. can I create with one gmail adress more than one business in crm or zoho itself? greets ...
How do I count the number of days between when an order is opened and when it ships?
I'm trying to create a formula in CRM. I've tried using a formula like this but I keep getting a syntax error. ((${PurchaseOrders.PO Date} - ${PurchaseOrders.Shipped Date}) / (1000 * 3600 * 24 ))
sorting leads
What is the best way to sort leads? As I prospect and remove the lead as a prospect, I would like to be able to remove leads from my primary list but keep them in a separate list for future reference. Most have competing products so are not interested in our product but I want to keep the intelligence in case it's needed in the future.
no returns on search function
There seems to be no configuration of search terms I can use that would return any results what so ever from the search function. For example I can see a lead with the company named: ABC Corp. If i type ABC Corp. into the search field nothing comes back in the results. There is nothing I have entered so far that returns anything. It would seem to be broken. I have seen older posts from years back that ask this questions and I haven't found any answers. I apologize if this is a redundant question.
Dates (years) messed up on import, simply fix?
When we imported our accounts, we didn't notice that the dates on most of our accounts and events were botched somehow. For example, 2009 became 0009. Because there's no way to automatically import attachments, we just spent several hours transferring them by hand, so starting over here kind of isn't an option. Is there some simple way to go through and automatically change any year starting with 00 to 20? That would completely resolve our issue, which is causing problems for our reports.
Reports that seperate geographic location?
I'm trying to figure out if there is a report that will seperate my leads based on geographic location or show some mapping?.... ideas ?
Restrict Data Export
Is there a way to make it so non admins can't export data? Thanks!
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