Problem with contact
Hy, If I import manually contact, and that I select the account, The CRM returned the information of account in the contact. How to reproduce this mechanism with a file xls...
Improved Email Marketing Capacity
Hi there We are a partner, and are really liking using Zoho CRM However, we are not comfortable with the Email Marketing provision, it is not enough for some of our clients, so we cannot move them onto the system. One issue is the 250 email limit. Is it: 1) Possible to have a higher limit 2) Possible to send email out using our own authenticated smtp surver, and thus avoid server load for you, and so have our own limit? Also Is it possible to upgrade the Editor so there is more control and overview
Account/Product correlation:
We can't figure out how to create a separate record for a product (asset) when attached to an account. Example: We sell 5 versions of a product. We want to track which version of software a customer has, and which one we've shipped to them. We've added a "Version Shipped" field to the Product page. Customer A has version 3, and we've shipped them version 5. I add the product to the customer record, and under the custom "Version Shipped" field on that product, note that we've shipped them version
Wrong Spelling
Found a wrong spelling in one of the error message. Instead of "less than" it was written as "less then". Please see attached image.
Zoho CRM customized for Sales Rep use
I´m looking for a customization of Zoho CRM for using by manufacturers sales rep. Is there any partner that had developed such customization? If so, please inform.
Problem importing leads
I can't import any leads. It keeps telling me that some of the required fields are blank. I started by exporting my leads so I'd have the right template and know which data to use. How can I tell which fields are causing the error? Thanks!
Note Ownership Change in CRM
Changing note ownership is raising it's ugly head again. There is a set of built in rules in Zoho CRM that will change the owner of a note when the master entity (lead,contact,account) changes to the new owner. What I want to know is if someone from Zoho give me the business case of why the owner of a note in the system would change for ANY reason. A note is a record of a past event. It should NEVER change.
Redent updates to Potentials have "Vanished"
This morning during our weekly conference call several of our company's users reported and demonstrated that changes they made to potentials records had been deleted and older versions of the records had be reinstated. Also, other records in Potentials that did not fit the criteria for specific Views were suddenly showing up in that view. In other words, the filtering criteria were being ignored by Zoho. Is this somehow related to any development testing Zoho has been doing for the October ... err....
zoho email send timeout using google SMTP server (from within zoho crm)
i have been getting timeouts 80% of the time sending email from zoho crm for the last 2 weeks, and it is unusable. my domain email is being handled by gmail, then Zoho Email uses POP to pull it from Gmail (extra $5 to Zoho a month). My SMTP and POP servers are smtp.gmail.com:465, and pop.gmail.com:995, respectively. per Zoho support, i am using the above configuration so my outbound emails are addressed as "username@mydomain.com", instead of "username@zoho.com". i am physically located in brazil
Zoho CRM gets Hung up when I click on "Leads"
When I click on leads, the frame repeats itself in the main section and gets hung up - see attached picture. I have rebooted, tried different browsers, but nothing works. But no one else in my company is having the problem apparently. Suggestions?
Want to delete my account.
I would like to delete this account with userid 'shrenik.bhura.si' and authenticated through google apps account. Please guide me how to do the same.
Import and Overwrite existing Data only 75 out of 580 records updated
I have been trying to use the import/overwrite to add data to my existing potentials/opportunities module and all my data is clean and exact and when I import it only updates 75 records when it should update ALL records. I do not get any errors or anything and all compulsory fields are in my import file and data in the fields. The is no logical reason why only 75 records are updated and not all records, can ZOHO support please help, thanks.
Auto Field look up + change default module id
Hi Guys, I would appreciate if anyone can help me with this. Its driving me nuts. 1. I don’t like the default unique number for (quote, Sales order, invoice e.g. PurchaseOrders_1258670912347) when export it. How do I change this or link it to an new auto field. 2. I have created an auto field in (sales order, invoice, purchase, quote). How I do move this forward between each module without having to copy paste each time. As in SalesOrder ID should go to invoice when converted or new invoice
Not all contact synchs with outlook from zoho
Please advise why all contacts in zoho does not synch withlook? When i syncs it does many of the contacts but from some new and some old cant work out why not all contacts
Data Administration - Import Data - 20,000
Hello, I currently have a Zoho CRM Enterprise Edition Plan. I would like to be able to import about 14,000 accounts. Each account would have at least one contact, phone, email, SIC code, description, etc. Does anyone know if the "20,000" figure I mention in my subject pertains to the import I would like to do? What limitation(s) should I be aware of before I import? Thank you very much, Ethan
Adding users with the free version
I'm trying to add my 2 other users to my free version of Zoho CRM. I don't want them to be Administrators, but the "Add User" form doesn't make the Profile field editable. I read somewhere in the FAQs that the free accounts included two profile types: Admins and Managers. Is there a way I can make my new users Managers? Thanks! Laura White Charter College Wasilla, Alaska
Multiple Feature Requests
I really like your CRM however there are a few features that should be added. Default Description Field: There should be a way to adjust the size of the default description field when editing an entry. Currently it is only 5-6 lines tall and we need a larger space when editing because we use that field when giving quotes and we can't be scrolling up and down constantly changing information. We know that the notes section provides a large area to put in notes but we need everything to show up when
Can not produce invoice pdf's
Since this morning, (Monday), printing the pdf of an invoice produces a document with most of the information missing, and with big white spaces instead. No changes have been made to the template or any other system settings. Have you made some changes to the system over the weekend? If so, the changes have crippled Zoho for us. Please advise urgently. Nick
Loat Potential Required Note
Is there a way to force a note when a potential is changed to a specific stage. For example, you are closing a potential as lost. Is there a way to force the user to post a note stating why? Sara Konz
Using Zoho Mail in Zoho CRM...
I need to set up different email addresses in Zoho Mail because I have email addresses from the companies that I provide services for. How do I do a mass email using one of my other email addresses? When I go to select which email to use...it only shows my company email and the other users for our company. The other email addresses are not on the selection list. David
Few States are listed on drop down menu for state
I try to add lead using quick add but I just noticed that there are only few States listed on the drop down menu for states specifically for United States.
Downloadable Contact File Template not uploading properly
I downloaded the contact file template and filled out the form accordingly but when I uploaded it. Column headings are not correct. The heading for the "Company Name" is missing that's why the rest of the columns heading are not correct.
Best way to document (non-electronic) Contact-related marketing activities
Ive been pondering how to best setup Zoho to allow users to record marketing activities under CONTACTS in a way that they can be used for future marketing and strategic decision making. To clarify the functionality we need, let me provide a case example: My company uses direct marketing and also attends road / trade shows. Employee Jim-Bob goes to tractor expo 2008 and picks up 30 leads. We enter the leads in CRM, and now want to document that the contact was an attendee at the expo, because doing
don't want get emails about new appointments
Hi, I am manager. My calendar is conducted by assistant that prints calendar for me everyday. My assistant create many appointments every day and CRM notifies my about every appointment - can I swich it off? I don't kneed this because I use printed version. Best regards, p
Formatting the 'home' page in crm
There must be a way that I can choose the fields that display on the home page - as a newbe however I can't find it. Help please.
Problem with Quote on CRM
Just finished integrating our data from salesforce to zoho. Everything went well. One problem we are having is generating a quote. When i check on product name, a separate window pops up, displaying the products that i have put in, i click on the product name and nothing happens. Can anybody direct me on what i am doing wrong.
Invoice doesnt show once created
Hi there, when i create an invoice from sales order by using new new or convert - after conerting under invoice is doesnt show the invoice (see picture attached). please advise what is wrong?
Printing lead sheets one page at a time
In the LEADS tab I have a custom criteria view that reduces my database to 15 records which I select ALL and print but I NEED them printed "one per page" - right now it prints them all or it exports to csv but again all records in one view. I need 15 pages, 1 record per page based on my custom layout Do I create a template? Thanks
Deleting contacts or other records en masse
I'm messing about with CRM and imported 1000's of test records. I'd like to delete them all to do another import as part of working out how useful the product is. But mass delete appears to be restricted to 100 records! Is this the case? It would take me ages to delete my entire record set.
Reporting Completed Tasks
I am so confused. I can't seem to make a report for my boss of all completed tasks. Basically, I need a report that will show completed tasks during a certain week. So, the due date doesn't help me. Sometimes it's overdue by a week and sometimes it has already been done before the due date. I need a report that actually says, this phone call was completed during this particular week. Does this make sense? It seems like it's so simple and I may be missing something but I have tried everything under
How do I - send an email to new leads created within the current week and who have not been sent an email yet?
Hi, I need to send an email to new leads created within the current week and who have not been sent an email yet. I can build a report in Reports that automatically selects 'Last week' as the date range and I can query some of the Email attributes such as Email Creation Date and Subject, but in the report it generates there are no clickable selection boxes on the left which, were the same filters be available as a Custom View in Leads, I would use to select the items prior to selecting Email from
Publishing zoho dashboard.
Are there any plans to implement the ability to publish zoho dashboards so that they can be published on a website (e.g; a local intranet) Cheers
email on Task detials
I have opened Task detials. Subject is: "send welcome letter to the customer vie e-mail" - so I am looking around and I can see that there is an e-mail on the Task details - then I click this e-mail and Outlook window appears. Is it possible to configure zoho, to show me CRM mail window whenever I click on the e-mail inside the CRM? Best regards, m
Wrong Auto response E-mail from Web-to-lead form
Hello there, We created a Auto response template for Web-to-lead form leads in the starting of this service to test the things out called Feedback (e-mail subject- ThankYou for your Feedback). We deleted it and then created a new one called Enquiry and assigned it to the respective forms but still if any visitor submits any enquiry, he gets a auto-response of FeedBack. I can't understand the reason. Please Look into it ASAP. Regards, Siddharth Bhojnagarwala
Oops! How can I convert a contact back to a lead
I mistakenly converted a lead into a contact without selecting it as a potential. What can I do? I don't want to manually type in this person's information again into a new raw lead. Is there a way to reclaim a lead for these situations?
Unable to use Mass Email contacts
Seem to be repeatedly getting the error: Unable to Process your request, click here to go back.
How to edit Product Details?
Help.
Deleteing a section in Potentials error
When I try to delete a section in potentials, the system will not delete the section. When I try to save, it kicks me to another page within the CRM. Tried it several times and it will not delete the section. I have moved all fields out of the section so that has no influence. Please advise...
Modifying Inventory Templates in ZOHO CRM - A real Pain! - but 'Do-able'
Hi Everyone I am reasonably new to Zoho CRM, but have need of a 'cloud' solution due to the topology of my associates. One of the biggest issues I have had is the modifying of the Templates - in particular the Quote Template. However after much trial & error I have found a way of making the job a little easier if anyone is interested. It may save yuo some of the painin 'getting there'. As you are all aware, the Templates are written in HTML, and it struck me the other week that if I could create
Problem with mandatory field in tasks
We have specified a mandatory field for the tasks (the "Related To" field). This field is disabled for the Leads' tasks, and therefore, the system does not allow us to create a new task for the Leads. If this field is not used for the Leads, it should be possible a new task. In the following image, you can see the alert message displayed by the system: http://img707.imageshack.us/img707/6748/newtaskbug.jpg
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