Last Update feature for Cases
The last update feature in the top right corner of the page in contacts, is not available in Cases. I use cases extensively for my contacts and it would be helpful to have the last update feature in Cases. Please consider this feature!
Pulse: Please add the ability to use Pulse with Cases!
Pulse is a great feature, however, I maintain cases for my clients (contacts) and all of the history, notes, and updates, are input in the cases page, not contacts. As an attorney, I have clients with several cases, and it is of no value to only be able to use Pulse with the contacts page, and not with the Cases page. Please add this feature.
Cannot activate user
I have deactivated a user in the CRM and would like to activate him again. The user after deactivation has disappeared from the user list so I cannot click the activate button with his name. When I try to register him again it says "user with this email already exists" Anybody has an idea what I am doing wrong kind regards Michael
Last Update feature: Please add to Cases Page
As an attorney, I use the Cases page to maintain updates for my contacts (clients), so the Last update feature on the contacts page is of little value, as my staff and I put the notes and updates only in the Cases page. Please add this feature.
Question about updated Google Calendar Synchronization
In a recent post I read that as part of the New UI update TRUE 2-way sync between ZCRM calendar and Google calendar has been released. In previous postings I had learned that you do not need to be a Google Apps user to sync ZCRM calendar/tasks and Google Calendar/Tasks. I want to start using the new and improved Calendar Sync, but I can't find any instructions in the new help documentation to tell me how to sync with a Non-Google Apps version of Google Calendar. I really need this functionality ASAP.
Is possible to creat a requerid field depending on an especific condition
Dear Support, We'd like to include a requerid field related to an especific condition. for sample: Field Potential_Type can be SAP ERP Oracle Fields' detail for SAP ERP Field Text Description Field Picklist Specialization Field xxxx ..... We need ask for detail when the Potential_Type is SAP ERP. We know that there is the dependent related fields, but this work just for Picklist Field,
New version of Zoho CRM
How to make it as default for the NEW VERSION of Zoho CRM instead of clicking the "new version" everytime we logon?
modified time stamp
I'm in updating potential records with notes. To keep them organized on the front page of the potentials section I have them sorted by "Modified Time". I was hoping that whenever I appended some notes to the record that the modified time would be updated to reflect when those notes were made and then the record would drop down and I would have the next record to manage. Unfortunately, that isn't happening. It looks like the "modified time" field keeps track of when the potential record was first
Feeding my CRM Data into my Wordpress Blog
I'd like a custom record layout of my data records (i.e., a handful of fields) to be viewable by users of my wordpress blog. Can anyone point me to a solution for achieving this? Thanks!
Tabs and Lists in Zoho CRM
Is there a way to add new tabs and/or related list items in Zoho CRM?
Floating Home Tab next to "Recent Items"
I usually find myself scrolling up to get to the home tab once I am done working on a particular contact/activity. Would it make sense to have a couple of floating tabs next to "Recent Items" in the new look that are of other items frequently used, for me it would be the home page but perhaps this can be customized by each individual?
Calculating Profit Margins
Any ideas on how to accomplish the following in CRM? Factors: Sales Order Total - Purchase Order 1 Total - Purchase Order 2 Total - Shipping Cost (custom currency field) - Credit Card Fees (sale total * % based on type of card) (formula field) = Profit Margin My guess is that it would have to be a Zoho Creator App utilizing API.
Contract Object
I am using salesforce.com but not in love with them. Are you going to offer formula fields as well as contract management? wayne
mail down
how long is email going to be down for eh??? hello anybody from support here.. mail is totally down "for emergancy maint"???
unable to close task
When attempting to close a task and selecting Yes on the popup, the task does not close. I copied the error below from firebug: unterminated string literal javascript:sortRelatedList("/crm/closeTask.do?action=CloseTask&taskid=276557000001671020&subject=follow%20up%20on%20signed%20po%20if%20don\ Line 1
Contact Name Format
Hi, Is it posible to have the Contact Name divided in two fields (First Name & Last Name) after generating a Report? Thanks, Roberto Roberto Wohlgemuth
Contacts page - sort by last name possible?
The Contacts page seems to sort by first name no matter what I do. If I change the Name Format to put last name in front of first name, the last name is shown first, but they are still sorted by first name! That makes a Last Name view pretty much useless. A more normal operation (to me) would be to sort on last name rather than first, this is how most people will approach it when they are narrowing down to a name. Is there any way to sort by last name?
Footer in Report Scheduler
Hi, When I schedule a report to be sent by mail, I receive the report and everything is fine. But the footer says the following: ---- Best Regards, The Team Zoho CRM Toll Free: +1 888 900 9646 Fax: +1-925-924-9600 Email: sales@zohocorp.com ZOHO Corporation | 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA ---- Being a SaaS consumer I didn't expect this in our footer. It should have been admin contact of our contact details. We are already converted to Zoho so no point in making a viral and
CRM Report Customization
Hi, Is it possible to customize the header/footer of a report which we export as Excel/PDF ? Regards.
Zoho Inventory - Firefox memory usage goes up to 8GB
Hi, I have a CRM Quote with 300 entries and when I just load them in view mode, the memory consumption goes upto 8GB and Firefox becomes unstable. Similar behavior in IE (i.e. system is not responding) but the memory usage is not that bad as Firefox. I tried it old version as well as new version of CRM. Any idea/tips I can make it faster? Regards.
web to lead - linking the unique campaign automatically
Team, We will be working with several clients on the same database. Each client will be importing their leads through a web to lead platform on each of their individual business web sites. We would like to utilize the campaign functionality to identify each lead to the corresponding client. Can we use the web to lead workflow that starts in the campaign module new lead feature? For each client we would use the html code from the individual campaign web to lead coding? Example: Client A fills
Dashboard information restrictions
Hello On my CRM homepage I have 4 components but only listing about 6 lines of information each before having to scroll across to another lot of information? Can I set the amount of data to display for example 20 lines of information before having to scroll across?
How Do you see task reminders in a calendar or a report ?
I have assiged sales staff tasks based on remiders, so i have created a task to remind staff to call back a lead at a specific time. what i want is a report to show me what time each task has been set for each day either in a calendar or a report. How can this be done ?
Customer support
Hello, I am currently assessing a couple of CRM, including Zoho for our organization. I have two question: 1- We are Montreal based and some of our employees do not speak english very well, do you do tech support in french? 2-We are content with the basic functionality right now, but we would like to have 5 licenses instead of 3. How much would that be? thanks in advance Félix-Antoine Daigle
Calendar events not showing in CRM
All of a sudden my calendar events are not showing up. I am using Chrome as my browser. The strange thing is that if I use a different computer with Chrome, the events are displayed. Equally odd, the new interface does show the events on my computer using Chrome. Any suggestions?
Mail add-on: See emails from several email addresses
Hi, I find the Mail add-on very useful to see emails sent and received from a lead or contact. However in our organization we use a support mailbox (support@xxx.no). How can we add this mailbox? Thanks, Håkon
Notes in the New Version
In the New Version, is there a way to customize or change the notes section so that only the note title (or title + first few lines) shows up in the contact record, similar to how they appear in the Old Version We take very detailed notes after each discussion/meeting with our contacts and since this section now shows the entire note (unlike old version where it was the title + first few words), this section becomes very long on the page and requires more scrolling. While the title is in bold at
data export permission setting
we want to avoid any user from using data export. is there any setting to meeting this requirement?
SMS for CRM
SMS / Text Message Add-on It appears there is a sms delivery option using Zoho Support http://www.zoho.com/support/help/sms-addon.html Or by using Creator: https://blogs.zoho.com/general/how-to-send-sms-from-zoho-creator-apps I am looking for native addition to ZohoCRM that will allow for individual or campaign style SMS messages. My goal would be able to have it as robust as email...autoresponder, scheduling, merge fields, bulk messaging, history, 2 way communication etc. Is this on the roadmap...there
Using CRM with more than one email account
I have a Zoho CRM working well with a gmail account. With each contact I can see a list of emails...which is great. However, I would like to add another pop3 mail account linked in with same database and user. Is this possible? If so how.
How to filter out inactive customers?
I am tracking members using the contacts list. Is there a way to tag members as being active or inactive and then see just the list of active customers? Thanks
How to filter on active/inactive customers/contacts?
I am using the contact list to track activities for gym members. Is there a way for me to note whether a contact is an active member and create a view to just see active members? Thanks
Duplicated accounts
Hi, hope someone can help. We're noticing that Zoho CRM is duplicating accounts for us but we can't figure out ryhme or reason for it. There are accounts identical to each other, with the same information even though there is only one account with the name, appearing in call lists. We've got a report showing all calls to be made 'till yesterday' and several of the accounts show in the list 3-7 times. There is only one contact on the account so we can't figure out why the duplication has been
Accounts opening in new windows
Hello, Last week, when we clicked on account names the accounts loaded in the same window, on Friday, they changed to opening in a new tab and today, a new window. Can anyone answer why? We've not changed any settings to the accounts or users and I can't figure out how to change it back. Help is much appreciated.
sub form paging
on pages with subforms (eg leads attached to a campaign or tasks attached to an account) the paging is set to 10. Is there anyway to change this paging?
separating first and last names in reports
It seems that most of the reports in Zoho CRM do not separate first and last name. e.g. on Contact and Lead reports there is just Lead Name and Contact Name, not first and last name in two separate fields. Is there any reason it is this way? It's awkward when exporting information
Mass Email Leads Confirmation
Hello, I recently attempted to 'mass email leads' from the 'Lead Tools' section in Zoho CRM. I then set the 'Lead Status' for each of the ead records to 'Attempted to Contact'. The problem is it that I do not see it in the 'sent email' section in zoho mail. As well, I have gmail integration and I do not see it in the sent email section there. I have two questions- How do I validate that the emails have been sent? Why isnt it showing in my 'sent emails'? Thanks, Nish
Problem in importing data in csv file
I have imported some csv files in Zoho CRM and now after some successful import, I can't even see name of last 6-10 csv files imported in Zoho CRM. This sounds strange to me as I have given enough time to see import history i.e near 5days now and still neither file name nor its status can be seen in import history. I have to import almost 59k Notes using Migrate Data from other CRM option found in Zoho CRM Setup but after importing 6k only, I am facing this problem! Please suggest
Just created a new field in my crm leads...with a pick list
how do i mass update so that all of my current leads in the database select one of the pick list options I have been doing the following and it dosen't work... 1) select all open leads 2) go down to Mass Update leads at the bottom of the page 3) under criteria component I select the new field (which is currently empty) and then select is empty 4) After searching, I select all the leads it came up with 5) after clicking the mass update button, I select my new field and then the option that I
email customization
can i add case number to the subject of notify case owner email? is it possible to use email template for notify case owner email?
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