Copy of a Letter I sent to the Development Team
I thought I would share a letter I sent to the ZCRM Development team. This was sent to Peter Balaji. His title is (or at least was) Sr.Manager - Sales & Support Zoho Corp ******************************************************************** Peter, I am writing to express my concerns with the ongoing development of Zoho CRM. You may recall that our company is an enterprise user with 31 seats of ZCRM. As our company grows we want to be able to leverage the capabilities of a robust CRM system to help
How do I find existing pick lists?
I want to include an existing pick list for every country in the world and every state in the US. I know they exist somewhere but where do I find them? Thanks you, Josh
Price controls Products, Invoices, Quotes
I need to be able to give different sales people different price books that they are aloud to use but not provide a price lower then the list price, if they charge more they get more commission so I don't care about the upper bound. Is this possible. I also read about tiered pricing is there any update on that. Thanks Seth
My interface language is Chinese, and i cant change to English
My interface is showin in Chinese, even though it was English when i was logging in .... I cant understand what it is saying so i cant change it to English. Any help?
Contact Mailing labels based on account criterion
I need to be able to create contact mailing labels, but my selection field comes from accounts. How can this be done? Please advise.
Configuration organisation fields
Hi, I'm configuring zoho crm and want to import a few hundred organizations. They have different locations and departments. Which are often characteristics of contacts in the systeem. What is the best way to configure this without getting in trouble later? Thanks, Frits
Web to Contact Form has stopped working AGAIN!
We are having continual problems with our web to contact form. It will work fine for months and then suddenly stop working for no reason at all. Our computer person will go in, have to regenerate the code through Zoho, and usually this has fixed the form in the past. But it never stays permanently fixed. I have had dozens of clients go to this form to fill it out - spend 1 to 2 hours on it, and submit it, and the info never gets into my Zoho CRM. So the only way I find out there is a problem
Can the Assignment Rules be applied to already imported leads?
Hi, I have created a number of assignment rules for my leads however they do not seem to be working - are they only applicable to newly imported leads or are they supposed to "update" the already imported leads? Many thanks!
Workflow Rules for Alerts
Hi all, I would like to be advised when one of my clients' account expires. But the choice is limited : I can create an alert so as to be informed 1 day earlier only. Is it possible to change the formula (---> ${TOMMOROW} ) into more precise terms ( one or two weeks earlier i.e) ? I already tried to change the due date (plus/minus X days but it does not seem to work) Thanks in advance if you can give me some clue here.
Is it possible to duplicate the inventory tab?
I have 2 different kind of products to track and I would like to have to different tabs pour my inventory. Is it possible to create a second inventory tab and if yes, how? Thank you, Cedric
Email Signatures with Email Add-on
How can we use the signatures in zoho mail settings with zoho mail add on when emailing from a record?
Campaign source drop down in Lead information not working?
I have been importing new contacts for a specific campaign and yesterday I was able to access this drop down menu and now it doesn't respond. Any idea why?
Deeper Customization Please
We are mainly a B2C company although we do some B2B and over the last couple years we have used Zoho to manage our customers and work our leads. Overall we like it but our current setup feels "jerry-rigged." If there were more customization options it would really help us out and cause us not to periodically look elsewhere to see whats out there. When viewing a contacts details page it would be very helpful if you could customize the info that displays about related potentials. Currently the potentials
What things you can do with SMS plugins..?
There are a number of tasks/object that you would love to attend/get notified/alerted on your mobile phone,(irrespective of what handset you are carrying). With SMS support you can: Send and Receive Updates/Notifications/Alerts inside your CRM. Stay connected to your CRM Update Database using simple SMS ( for people working on field) Reach a number of people in just a single click (Bulk SMS) Create/Edit/Configure SMS Templates: No need to type in SMS every-time ,just click and find your template
How can I link 4 different forms to relate to one form ?
Hi, I'm entering data about a client and what that client is purchasing through my company. I have divided my information into 4 forms which includes information about my client's details on the first form. Can someone advise me as to how I can easily and quickly relate all these forms as a whole to each client please ???
Feedback on "Export to PDF"
Hi - I just wanted to provide some feedback, and suggestions to users, regarding the "Export to PDF" function for quotes, orders, etc. The PDF output looks very different from the Print Preview output. The Print Preview looks very nice, but in the PDF the fonts look different, alignment is different, even the horizontal lines are jagged in places. So, this may be something to fix up a little. In the meantime, a better solution we found is to simply use our own PDF print driver (PDFCreator) to create
Definitive answer about "Event" Subject line please.
There are lots of threads answering parts of this question but I would like to try and get a definitive answer on the changeability of the "Subject" line in the "Event Module" please. Can I change the "required status" of the Subject field or change the state of the Subject field to be a drop-down or another type of field? I dont mind at all the required status but I would like to be able to use a more specific indicator of the type of event other than plain "Subject."? Thanks you!
Pop up Events - Now open in a new window when clicked on......
Up until recently clicking on a popped up event would open in the current Zoho window.......now they open in a new window.....this is annoying for us...... Is there a setting we can change? Chris
Creating Task by sending email?
How do I create a task via email?
Important Changes in Campaigns Module
Hello! We have improved the functionality of the Campaigns module in Zoho CRM that will better address most of your campaign management needs. With the earlier version of Campaigns module, you could: Associate a campaign to a lead or contact Associate only new leads and contacts to the Campaign The improvements in the Campaigns module are: Associate multiple campaigns to a lead or contact instead of a single Campaign Source Add the existing leads or contacts as campaign members to different Campaigns
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone
calendars I have zoho crm calendar , google calendar , and android (google) cell smart phone I would love help with the following I have zoho crm calendar (ZC) , google calendar (GC) , and android (google) cell smart phone (AP) right now with zoho crm calendar I can see the calendar dates (with columns dates etc) on my PC and I can NOT see it on my android - I use this for all business appointments and some personal appointments with google calendar (GC) I can see this on my PC and
Campaigns module & Leads import
Hi, I have a leads from my event, it is an excel file. I can't import all leads into the same campaigns. In Campaigns module, I can only add lead one by one. I suggest put an import function here. TKS. George
Assign Existing Lead to Campaign
ZOHO CRM seems to operate on the premise that leads are generated BY campaigns. I have a different approach. For me a lead is a "suspect" someone I think might be a possible client in future. I gather these leads in various ways, research, lateral thinking etc... I enter them in CRM as leads and later I want to run Campaigns in which I will target some or all of these leads by sending them marketing literature etc... by email or direct mail or perhaps just a phone call. So I create a Campaign. What
How do I select my accounts/leads and add to an existing campaign?
Hi, I have worked with other CRM´s before and I could do: open/start new campaign (example "Christmas cards 2010") add my contacts/leads by selecting to this campaign check it by viewing each contact/lead that they were add to the campaign (in Zoho would be displayed under contact, like note, email, activities etc.) In Zoho, I can not do that, or? I need another "Field" or how do you call that!? Example Display: Lead My CRM looks like: Lead Information, Address Information, Description Information,
Add source to multiple leads
Hello, A requirement has come up where we need to make use of the campaign feature. As it stands we imported 700-800 leads however now we need to attach a campaign to these leads. Is there a simple way of doing this without having to go through each individual lead and adding the campaign? Many thanks! Dave
Enchance Campaigns
Not too happy with how Campains work. I should be able to create a campaing, and attach marketing assest which are created and uploaded to the crm system. Then throught campaigns attach leads, prospects, accounts. Currently I have to go to each (lead, prospect, account) and attach to the campaing. It seems that the relationship linking is backwards. I create a campain and then choose who / what I want to participate.
Multiple Campaign Sources per Lead
Is it possible to associate a lead to multiple campaign sources for tracking? Specifically, this example: - An e-mail blast (Campaign 1) is conducted. Lead A replies to e-mail blast, is created in the system and associated to Campaign 1. - A second e-mail blast is sent (Campaign 2). Lead A replies to this e-mail blast as well. Lead A already exists in the system and is currently tagged to Campaign 1, however we also want to track that the lead replied to Campaign 2. Is this possible? This serves
Edit views
It would be nice to be able to use any field in the conditional view editor. Also, I would like to be able to edit the view of the open activities underneath my Opportunities or other sections. Logan Greer
DigiSign in Documents, How about CRM???
All, I really like that you have EchoSign associated with your Zoho docs. It sure would be helpful to have a digisign button on CRM Sales orders or quotes. I use a custom Sales Order template that I have clients sign and fax back to me. This would be a huge advantage if I could quickly send the sales order confirmation document via EchoSign. This would help in a big way by turning sales around faster. Would this be possible? Just a thought. Thanks
Customizing for Service Industry
I would like to know if Zoho CRM can be customized for the service industry. We do not have any products. We provide services on lumpsum basis. Each of our projects has a lumpsum amount and in some cases, a Change Order associated with the same project. Is it possible to customize this to a service industry?
Associating campaigns with EXISTING leads
From what I can see right now, we can not link existing leads to a campaign. We can create new leads inside a campaign. I hope that I am wrong, but if this were to be the case, it is clear that this feature is worth adding ( in fact we believe that this is a must have feature). A lead can be part of multiple campaigns. Thanks for considering this feature. Michel
Zoho web2lead Form Problems
I am trying to integrate the web2form into Joomla. I am using the plugin from Blue Flame. The problem I am having is the Zoho form fields use "First Name" and "Last Name" and due to the way the plugin handles the fields - cannot have a space - I am not able to get those form fields to parse and submit to Zoho. All other fields are working and submitting data to zoho except for those two. My developers and the Blue Flame are telling me that I need to change the form fields in order for it to
spacing issue in web-to-lead form in Joomla when viewed in different browsers
I am having a frustrating issue when trying to embed zoho crm web to lead code in to a web for on a Joomla website. The code inserts the data the to the crm without any issues, but the format of the form - spacing between fields and field alignment - looks very different between Firefox, Google Chrome, and IE. The main issue is with IE, there are unexplained large spaces between some fields in the form. Does anyone have any experience with this and how to fix it?
BPO ~ Sales Appointment Scheduling referral
I'm looking to outsource our company's sales appointment setting practice i.e., BPO Sales Appointment Scheduling. We'll supply the leads, just need someone to give them a call, qualify them, and schedule, change, or cancel sales appointment. Ideally, they integrate with our Zoho CRM. Any suggestions for such companies that can work for small business like us? I'm open to outsourcing oversea. Thank-you in advance. Regards, Tony Tony the Computer Guy, Inc.
Evaluation of Zoho
The evaluation of Zoho could be better on the Bsoco web www.bsoco.com which otherwise shows a good overview of the market.... If you have time add your vote and give support to Zoho! Thank you:-)
Cannot create a new report
I am trying to create a new report. I can input all of the requirements. When I click on the "Save" button I am prompted for a name and report information. When I enter that information and click save I get a blank screen with the url https://crm.zoho.com/crm/CustomReport.do. I cannot load the report. When I go to the main ZCRM screen and then navigate to the Reports tab and select the report I just created it showsno data. I click on customize and all of the parameters I set for the report are gone.
Can Zoho do it all?
I am on a Mac platform. I am currently using: - Salesforce.com as CRM - ConstantContact for email marketing (monthly newsletter to various groups) - Entourage for email - Excel for accounting I would like to use: - Zoho for CRM, email marketing and accounting/invoice - Mac mail for email (able to synchronise with Zoho CRM) Is this possible? If not, which parts should be handled by another service? Thanks for any insight Laurent
Forecast organization wide from individuals
As stated in the Wiki Note: In Zoho CRM, you cannot consolidate the individual sales persons' forecasts and provide the organization-wide forecast. This needs to be fixed, individuals need to roll to the manager/company. Any time line? Thanks -g-
Not receiving emails today via Zoho Mail or Mail within Zoho CRM
No emails have been delivered to my account since this morning. I have been using outlook to get my emails. What do I need to do to fix this?
Global Search Issues
In the last week several of our users have reported that the Global Search book in the Tab on the left side of the page is not working properly. When they enter a potential name it is not showing up in the search results at all. Has Zoho changed the Search function in some way?
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