Setting up Prospect Reports that Tally PAST activities
I am trying to create Prospect reports for each of the following: All Hot, Warm, and Cold Prospects as of the beginning of the month It seems I set the date filters and ZOHO only allows Created time or modified time, there isn't a field to sort by prospect status changed time. Is there a workaround for this? Also am looking for this same functionality for the end of the month tallies. Thanks, L. Fig
Changing default "mobile" contact within an opportunity "whom to deal with" summary view
In the new version of the Zoho CRM, there's a new "Whom to deal with" summary/ quick view in the top right corner view of an opportunity, which includes name, email address, and mobile number (which we love). Is there a way to edit/ change the settings so that this "Who to deal with" view reflects the "preferred phone number" and not always the "Mobile" phone number, as seems to be the case.
Attaching a Lead to a Campaign
Hi, Is there anyway to attach a lead to a campaign via the lead screen rather than the campaign screen? Or is there a way to add more than one lead at a time to a campaign We have been running into an issue when inputting multiple leads that should be associated with a campaign. Our work flow is as follows: Create the campaign - eg trade show At the trade show we collect leads Back at the office we input those leads. We go: Campaigns Appropriate Campaign New Lead Fill in Information Save and New
Multicurrency - Products/Quote/Invoice
Hello All, We are testing Zoho to use in our company. Congrats, is a great CRM. But we are from Brazil and we need to quote some imported products using U$ currency and others in HR$ currency. We also quote services always in HR$. Currently our tool for quotes create a table for UA$ products, then another table for HR$ products and finally one last table for services also in HR$. For invoices we will always use R$ after converting from U$ to R$ because of legal statements but I think in the end this
Random displays of Firstname/Lastname order throughout CRM
Has anyone else experienced a random display order of a client's firstname/lastname? For example, if you click on an "Account" and look at the associated contacts, you might see two contacts, one reading "Firstname lastname" and the other in the same account "Lastname firstname". In all instances we have confirmed that they are input correctly in their contact detail (i.e.: their firstname and lastname are both correctly input in the right fields). What's the deal with this? Is there a solution,
Custom Lookup Field - Tedious to work with
Is there a way to make the customer lookup fields behave like the standard lookup fields in these two ways? 1) Ability to start typing in the lookup field and it will search for matches as I type. Right now, it opens a popup and then I have to search. After doing this thousands of times, it is a HUGE time killer!! 2) Ability to roll the mouse over the specific lookup box to edit the field. As of now, I have to click edit on the entire record. Again, after doing this thousands of times, it is
Need a quote for someone to make my crm the way i need it.
We own a moving company and are very busy. Need someone to make the crm the way i need it. I dont have the patience to do it myself. Can you please email me at aaamoving@qwestoffice.net and i will give you want i am needing and then you can give me a price quote.
Email integration
concerning the upcoming CRM and Mail integration will we have a single location solution as other CRM's offer or will we be force to go back and forth with CRM and Mail i would prefer a fully integrated solution so I never leave the CRM - is that going to be the case? or should I expect a different solution form CRM? thanks
Zoho Invoice and Zoho CRM - My Organizations
Zoho Team, I love the new feature - My Organizations, that allow us to switch between zoho invoice accounts without logging in and out as different users. I am hoping you will come up with the same scenario for zoho crm, as I have 4 CRM accounts and each of my team members must login and out each time. Keep up the good work! Belinda
account / contact modification date reports
Hi - I need to be able to run 2 reports that show- 1) When I last touched a contact or account (so I can come in at the beginning of the week and see who I need to call and which firms I haven't touched in a while) 2) Which accounts I've set future tasks to and then filter that by contact so the columns would look something like this: Account Owner - Account Name - Contact Name - Task Due Date
Autonumber "sort" on header...
Hi, I have added a new custom field of type "Autonumber" and when I add it to a view and clicking on the header treats the column as "Text" and not number. Being an "Autonumber" I have expected it behave like a number. Is there a solution or work around to sort as number? Regards.
Total Quantity in an Invoice/Quote?
Hi, How do I show the 'Total Qunatity' in an Invoice or when I export to PDF? I tried Invoices.Total Quantity, Invoices.Total Qty etc., but doesn't show. Regards.
CRM Email template editor
Are there any plans o upgrade the CRM email template editor to have the same functionalities and options as the Mail email editor? It would be very helpful because the CRM email editor is very limited compared the the Zoho Mail editor.
Missing zeros on import
Have been trying to import from csv into 'Accounts' module that contains uk phone numbers which start with a zero (example : 01234 567890). Tried importing into default 'Phone' field, and it drops the leading zeros!! Tried creating custom field (text), and it still drops the zero. The most fustrating thing is that when I import the same data into 'Contacts', the phone number is displayed correctly! Any ideas. Only testing with small 10 line sample. Got 30k I want to import, but stuck on this.
Add a field to the contacts showing under accounts
I hope I can explain this right.... When you go into an account it shows account info, notes, attachments, potential, contacts, etc. My concern is on that page under contacts. I would like to add a different field. It currently shows name, email, phone, mobile & fax. I would like to replace the phone numbers with the title & department. It would also be great if I could add those 2 fields into the list generated when you click contacts from the main tool bar. Thanks Jason
Creating a task when an email is sent to check outstanding replies.
I have been trying to figure out the best way of easily monitoring outstanding email requests. I might have to email a client to request some extra information or send contracts to a supplier and ask when they have been accepted. Now what I would like is a task automatically generated so I can see requests that have been sent but not answered, of course this is not for every email so it is a parameter when sending the email. I know I could set up a task after I have sent the email but the weakness
How to Add Fields to accounts display
I have been trying to figure out how I would add a field to the contacts list when viewing an account. I would like to be able to see each persons position within the company without having to go into their detail page. Any ideas? Thanks
Uploading sales revenue
Is there a way to import revenue on a daily or monthly basis please? Thanks gary
Inbound emails (with attachments) do they get saved to the right contact?
I am about to get 500 inbound emails from contacts -- in ZOHO -- with a pdf attachment to each of these emails that my contacts will send with their updated prices. I am wondering will these attachments get saved under the contact's profile under docs attachment? Or will they just be saved and attached to the email under the contact record? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Global Search is not working
Global Search is returning no matching records for Leads; searching using the View Search works fine. Is anyone else experiencing this issue. It is the most important piece of functionality in Zoho CRM and must work. DM
Multiple Companies
We are looking to use Zoho (Professional Edition) My issue is Currently I have one resource who will work on a set of accounts. Next week I am due to also get another set of accounts that I want to assign to another resource that I have. How do I keep seperate the two users. I want to be a power administrator for both but I dont want them to be able to see each others. We aren't using ZOHO as a traditional Sales leads and conversions tool but more as a tool to make notes and create actions
Go to Gmail when clicking an email address
Hi Zoho CRM team, We're very surprised not to have this feature yet. We'd like to be able to activate an option related to Gmail integration: open a new mail in Gmail when we click an email address in Zoho CRM. Zoho CRM syncs with Gmail so we don't need to use Zoho CRM email client, which is very far from Gmail's efficiency. Keep focusing on a CRM, drop the email to our own specialized email services. Thank you very much!
How to stop spammers filling in my web-to-contact form
How do I stop spammers filling in my web-to-contact form. I currently have manual approval set up, but I am being inundated with machine entries. I recently found a post on a different forum on this problem. http://www.webproworld.com/webmaster-forum/threads/67855-Can-I-stop-spammers-filling-in-my-form Can it also be done with the soho form?
Make CRM more Usable !!!! - Let users edit attributes in Views / Reports
Let say that you are sitting with your sales team and you go through your potentials...It's very frustating now if you want to enter new "Next Step" or close or create new task. Many clicks needed.... Open form, Do the change, Save, Reload view/report to show updated information, Scroll to the original row... Impossible if 10 people are waiting... Please, please, AJAX is here many years. What about to edit single attributes in Views/Reports? All team watch the list of potentials projected
Improve entering the relations - at least for mobile version
I really, really appreciate if you simplify entering the relations. Let say that you enter new Task and you want to add Account to this Task. Note, make entering new tasks simple is critical to use CRM as task management system. Why don't you: enable user to enter the related entity name (e.g. Account Name) directly at the entity form (e.g. Task form), show list of related entites already filtered by the text entered in previous step, with the option to create new entity (for cases where entity
Workflow Task assigned to Importer, not Owner
I'm trying to import a batch of leads through "Import my organization leads" that have their owners set by Assignment Rules. The task I choose gets assigned to the person importing the leads (myself) instead of the user who is the owner assigned by the rule. It doesn't seem like this is the way it should work but I couldn't find any documentation.
Moving from Salesforce.com to ZOHO ?
I have my data from salesforce.com how do I import that to ZOHO ?????
Add in for Outlook 2007 will not install
Outlook addin will not install. When I try to install is looks as if everything goes well but I get no toolbar in Outlook nor is there any thing in the trust center to enable. I have Win7 64bit.
Replace the 1st administrator
I leave my company et and I need to transfer the administration and close my account. The problem is that I've created the crm account and it seems impossible to desactivate this account and also delete it without problems. Thanks
Bug or intentional behavior for global search?
In the global search field if I type in something and then later go back to edit the query (for example to fix a typo) there seems to be no way to select anything but the entire query, meaning I have to retype the entire query again even if I just needed to add in a letter. The only workaround I've found is if I click and hold while typing I can prevent the whole search query from being selected. I've tested this on two different computers using the latest version of Firefox and Opera.
Zoho Sheet View bug
If I use the Find Contacts search box at the top right of the Contacts window (NOT THE SEARCH ON THE LEFT SIDE), and search for a specific Account name (choosing "by Account Name" in the search drop down option - I get the correct results in the window. However, if I then choose "Zoho Sheet View" to edit those contacts returned, I instead get all contacts that match my search string - none of the Accounts I was just viewing. For example: I search for Find Contacts: by Account Name "Smith", I get 10 results
Using Zoho CRM as a team working together answering customer e-mails
Hello, I have spent a lot of time setting up Zoho CRM and just discovered that we have a huge problem regarding e-mails. All the documentation suggested that it was possible to handle customer e-mails from within Zoho CRM and also see e-mails from collegues. We are using the Enterprise Edtion with Zoho Mail Add-on. While reading about the functionality i assumed that: -It is possible to have a central consolidated mailbox in which customer e-mails land which all employees that i give access can see
Social Networking in your Email Signature
Is there a way to add a facebook or twitter icon to your email signature? I can't figure it out, but I think it would be great added bonus for our clients to stay connected to us and instead of sending out a mass email, they can click on the icon in an email convo we have and follow us...thoughts? Thanks!
Add task, Add event don't work
I'm a new user, I click on CREATE TASK or CREATE EVENT and my screen is empty, only SAVE, SAVE AND EXIT or CANCEL, 2 times on 2 differents lines, Is it a bug or I have to make settings somewhere ???
Global search for contact Notes does not find anything.
Hi. Please see this screen cast. I have put notes under a contact. But global search does not find them. http://screencast.com/t/uDyAXAh9goPK
Deleted files
Today when started Zoho CRM more than 600 records was deleted. I restore from recycle bin. I doesnt erase records yesterday. Anybody knows what happen? Tks Jose Sarria
Zoho Sheet View: export to xls not working?
Hi, when you request a Sheet View from a list of contacts, then normally you can export that list into csv, excel, pdf, ... But this doesn't seem to be working today? When I request an export, nothing happens... And I need this urgently to export the contacts to my mailing program. Can anyone help?
"today/NaN/undefined" bug in CRM date filters
Hi there, I am seeing this error in multiple place when trying to click the "today" from the calendar picker. When I click today this is inserted into the field, and throws an error: "today/NaN/undefined"
Events - features wishlist
I do a lot of webinars with prospects in my Leads list. I'm finding there are some features for the Events in Zoho CRM that would be really useful: 1. Add a main tab at the top of the screens for Events, not just Activities. I have to go into Activities then select my Events views. Would save a lot of time. 2. I use the Invitees section for registering leads for the webinars. It would be alot easier if you could click the name of a person in the Invitees section and go directly to their profile.
New UI Record Headers - Can we customize?
Will we be able to customize the record headers in the new UI? For example, in potentials, I have the following info in Potentials but it's not the preferred header info if I had to choose Opportunity Owner : Stage : Probability (%) : Closing Date :
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