How do I DISABLE Duplicate Check in insertRecords
If a user fills out a form, say a Product Info request form (my form, not zoho's web-to-lead form [many reasons why I'm not using this option]) and I take that info an insert a lead in my account, it works great. If the SAME user fills out a DIFFERENT form, he will use his same email address, of course, and when I go and insert that Lead it will either throw an error (duplicateCheck=1) of Update the previous one (duplicateCheck=2), so I loose all the non-contact info of the first form!! Can I disable Duplicate
Concatenating data in Zoho CRM is impossible. Why?
We run a lead-generation site. We get leads when people download brochures from our site, giving their names and contact details. But the way Zoho handles fresh data makes it completely unsuitable for lead-gen. An example. Ana Smithe has used our brochure sign-up forms to request two brochures, one on Turkey and one on Hungary. Both sign-ups appear as separate records in Zoho CRM, i.e., Ana Smithe appears twice. If she signs up for a fresh brochure, she will appear as 3 records. And if we email
2 areas of Help with web to lead forms - getting email notification of a form submission & a check box issue
Hi! Our web to lead form is working pretty well. We have two issues: Getting the notification to my email that someone has submitted a form. It does not work. I have reconfigured the form I don't know how many times... We have a check box if someone wants our brochure. However, it does not populate the field in the lead. Any tips along these lines would be greatly appreciated! Anya
Will mandatory Lead Fields cause web to lead form to error?
I want to make some fields mandatory when entering a lead manually. These fields are not on our web to lead form. Will this make our web to lead form have a problem? Anya
Non-Admin Profile Permission Setting: Report Export
Why is the ONLY profile able to export a report an Admin? Our sales staff can view, but they can't export? Please update permissions in Reports to allow for us to select this option. Thanks
CRM for iPhone
I have seen much discussion about this topic and it looks as if most of the answers lead to an application somewhere in the second quarter. We are now into the third quarter, how close are you to having an app or something for crm on the iphone.
Need help creating a report correlating data between modules
I have customized my ZCRM implementation so that we use the Vendors module to associate Potentials with our Sales Channel Partners. I now want to be able to track their performance. I have been unable to find a way to generate reports that will allow me to develop a pipeline for each channel partner because the Potentials module is not linked to the vendors module at all. Does anyone have a suggestion for how I can accomplish this? Specifically I want to be able to track the Close ratios for our
Feature request - Modify the "Close" process for Activities
One very annoying aspect of the ZCRM Activity Management process is that you cannot quickly and easily close activities. I just tried to close a task from the Activities list view. I should have been a one or two click process. Instead, Zoho opened the task (which showed the task as complete) and then required that I close the task again. However, before I could close the task I had to manually remove the reminder I had set for the task. When someone wants to close a task it should be a one or two
NEW Problem - Lead conversion NOT creating an account
I just noticed this today... When converting my leads, it no longer automatically creates an account!!! Is this a new bug? As you can see from the screenshot, the Account field is not even showing up... Anya
Template pour devis
Hello, J'ai vu sur INVOICE des templates qui me plaisent beaucoup mais je ne sais pas comment les intégrer dans mon CRM pour mes devis. Quelqu'un a t'il une piste pour que je puisse les utiliser ? Merci. Hello, I saw on the INVOICE template that I like a lot but I do not know how to integrate them into my CRM to my quote. Someone there a track that I can use? Thank you.
Divers réglages de zoho crm
Bonjour, J'adore travailler avec ZOHO CRM mais il me manque des fonctions vitales à mon métier de commercial. Ne souhaitant pas changer de fournisseur, je viens sur le forum chercher les informations dont j'ai besoin. Tout d'abord, n'est il pas possible de nous créer une fonction BON DE LIVRAISON ? Ensuite, quand je créer un produit, et que je lui donne un tarif, je suis contraint de recréer un produit si je veux appliquer un tarif dégressif. Je m'explique. Par exemple je vends le produit à 10 euros
Login and logout screen
I am a new CRM user. We are considering Zoho CRM for our entire company. How can I give my employees a screen to login that is not some page with all your prices and advertising on it? The only page I've been able to find to login is this one which is obviously not one I would want to use for my employees https://crm.zoho.com/crm/login.sas What options do you have for us?
Phone number line in CRM leads
Hi new to zoho, I would like to know if there is a way to add a phone number line for when you are adding a new lead. Thank you
Zoho integration with contactology (email marketing software)
Recently, contactology, an email marketing company, integrated with Zoho CRM I understand how to import leads/contacts from Zoho CRM into contactology. http://blogs.zoho.com/general/contactology-integrates-with-zoho-crm Is there a way to update (synchronize) the Zoho records (by exporting from contactology) to show the leads/contacts that were sent an email (including the date sent and which email sent) as well as the response (open, clicked through, unsubscribe, bounce)? Otherwise, it would be
No Access to CRM from Denmark (again)
We can't access zohocrm from Denmark (again) When will you guys have a more stable and reliable platform - its often that CRM is down/unaccessable We never had any downperiods when using salesforce
Close a Task should be one click.
Closing a task should be 1 click. When you close this task and have a reminder set, the close function should override any reminders and end it. Having to click and remove the reminder is an unnecessary step.
Merge Details Screen
It would be helpful if on the merge details screen we could see Record Owner and Date Created. Thank you for considering.
New in Zoho CRM: Minor UI Improvements
Hello! We're pleased to announce some UI Improvements in Zoho CRM, before we come to the end of the year 2010. Long Integer Field - Along with the 17 types of custom fields, there is another field added to the list, the Long Integer. This field supports up to 18-digits and can be used for fields that contain Bank Account numbers, Support Ticket numbers etc. Close Tasks in a single click - You can easily close the tasks from the list view by simply clicking the Close link. Product Description for
PDF top margin on second page
When exporting pdf to print, if i have a second page, the top margin is different from the first page. How do i change top margin on the second page? Regards Srinivas
Move Buttons
Hello, It would be nice if we could move the buttons or choose whether to display them at the top of the screen. For example, New Quote, Log a Call, Etc on Opportunities, Contacts, etc. Right now the user has to scroll around, but if we made them at the top of the screen in a consistent setting, it would save some time. Thank you. - B
Remove Links (Permissions) Feature Request
Hello, Based on our security settings, users can see links to items they do not have access to. For example, if they click into Setup, they can see all the options, but then get a page that says Insufficient Privileges, Contact Administrator. I think it would make most sense to simply not show the options the user does not have access to, rather then allowing them to click into a dead end. Thanks
Setup Screen - Left Column - Put CRM modules first
Hi again... Would it be possible to put the modules part of Setup at the top of the left column instead of at the bottom? Generally, when we select setup, it is to work with the different modules... Just less scrolling would be nice :) Anya
CRM events
When defining a Zoho CRM event the start date & time and end date & time should be populated with the current computer date and time. When changing the start date and time also the end date and time should be changed accordingly. A pre-defined interval for the event could be configured in Event Settings at Zoho CRM set up. This certainly would save a lot time when registering new events.
How is "Account Site" used?
In Accounts there is a field "Account Site". There is no mention of this field in the documentation or the forums, and I am wondering how this is used. I had thought that one of the significant usability failures of Zoho CRM is that it does not allow multiple addresses for the one organization. Any large organizations has offices in multiple cities in the one country, and in many cases many offices in the one city. The only way it seems to do this is create separate accounts for every location, which
Ask for Receipt
Questions: 1. Is there a way to have "Ask for Receipt" ON by default for all emails sent 2, Is there a way to have "MASS EMAILS" "Ask for Receipt" ON by default to track our success rate Thanks in advance for your response.
Saving Keystrokes/Mouse Clicks when creating Events
Setting the Date / Hours / Minutes / AM/PM fields for both the Start AND the End of an event is a MAJOR time waster - often taking a dozen or more mouse clicks or key strokes. It is especially bothersome to have to adjust the END Date / Hours / Minutes / AM/PM when the system allows these values to come BEFORE the Start Time. Isn't there a way to set it up the way Google Calendar does? So that as soon as I set the Start Date/Time - the End date time defaults to an hour later? This would save
Lead Created time not Preserved after conversion
How can I pass the lead created time to converted contacts? Kevin
vCard import failing
Says it is missing a last name even though the last name is clearly in there. Ideas? anyone seen this before?
Date Picker Relationships in CRM
Is there a way to set up date pickers for events (for instance a Start time & End time) so that once you have selected the start time in the first date/Time picker that the date picker pop up for the End time offers you dates that are after the date you just picked as the start time? Obvioulsy this would make sense due to the end time always being later and it would simply save time in adding events to the calendar. If that doesn't make sense then this may help: e.g. I have a need to create events
How to prevent the '#'character causing an error with a Zoho creator app URL in a Zoho CRM formula field
Hello, For example, if I try to put the URL ... http://creator.zoho.com/liamzoho2/tests into a CRM formula field, it doesn't accept it...but using the Concat function it works OK... Concat('http://creator.zoho.com/liamzoho2/tests') This isn't clickable, but if I select it and right mouse click within the Chrome Browser, it takes me to that web address (so...it's 'almost cliackable')...which I think is reasonably useful (obviously, it would be nicer if it is clickable....BUT...when I try this URL...
CRM REPORT SCHEDULER - NOT BRANDING IN ENTERPRISE
Branding of CRM reports scheduler (even in Enterprise) are not branded when sending emails to email address of people that are not ZOHO users. TRUE Branding on all aspects of ENTERPRISE edition should be available.
Bug: Change Owner and Approve Lead with Workflow rule
Lead Approval sends Workflow notification too soon Create a workflow rule that emails record owner when a new lead is created Use the API to add a lead needing approval (as in a contact form on a web site) which lands in the Lead Approval area Select a lead to approve Click {Change Owner and Approve Lead} The workflow rule is executed before the lead changes owner, which means the wrong user gets the email notification of a new lead. Old user gets email notification, then lead changes to new owner,
I have leads & accounts who use a product. I'd like to send a email about updates. Now what?
I created a product. I linked certain Accounts and Leads to this product. I have a new document about product updates. What is the most efficient way to get this document out...Do i have to create an email template (separate for leads and accounts)? Why can i not send an email direct from product page?
Notes Section for Dashboards in Zoho CRM
I think it would be useful if you had a dashboard component in Zoho CRM that was specifically for notifications. This way (for example) a sales manager could post a note to all of the sales representatives, or an executive could post a note to every one in the organization, etc... Either way, it should (1) appear as a component on the dashboard, (2) keep a scrolling history so that users can see older notes and (3) when creating the note you should be able to select specific users (or a whole group
Importing Contacts into Zoho
I have imported a couple small excel files (less than 100 contacts) into Zoho successfully. I am now trying to import one with about 800, and Zoho seems to be stuck. I get the "Uploading Import File" but it has been running for over an hour. I am on the Professional Level, which says you should be able to do up to 10,000 contacts per batch. Can anyone please advise for a solution?
New zoho CRM pricing policy "disappointing experience"
It is not fair to refuse providing a paid customer 3 free users preveligue rights just because there was a onetime problem with credit card transaction. Information about this was never provided before we signed up for Zoho. This spoils all the good picture about an excellent CRM, and I don't think I will continue recomending it to my clients.
Sequence of follow-up in Zoho CRM
I want to establish a specific follow-up sequence to each lead that my sales rep receives. How can I do this? Some will be reminders for phone calls, reminders for emails, post cards, etc. I want to insure that each lead receives (is assigned) all of these steps. Thanks, Michelle
Sales Quotas
Hello, As a sales manager, can you adjust ZoHo to allow managers to enter the quotas of Sales Reps. Currently, it looks like the rep can enter their own quota on their forecast. The rep should not enter the monthly quota, but rather management should. Please consider this feature. Thanks! -B
URL not passing to browser
We've got a URL Dialer we've been using via Javascript in Salesforce.com. I don't believe Zoho supports Javscript yet, so I'm looking to create a clickable URL instead. The URL format is along the lines of: "phone:John_Doe/+1(800)5551212”. When I put this into a Zoho URL field, it doesn't click. It appears you're requiring an http or https. The URL dialer makes IE recognize "phone" as a valid destination. Another valid format in HTML would be the following: <A HREF=”phone:John_Doe/+1(800)5551212”>Doe,
Date Aggregated Report Totals
Is it possible in Zoho CRM's reporting module to get "date-based" reporting totals across the Potentials records? I am trying to get a pretty basic sales report that totals all of our closed sales (Potential records) by MONTH as an example for an entire year. Similarly, I need to take my closed sales records by "Product Type" (field on Potential record) and total these across a few years to see the sales trends by product by YEAR. Maybe I am missing something simple, but I can't easily find "Mo/Qtr/Yr"
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