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
Problems printing potential details page
Sometimes when I print out potentials the bottom half of the page doesn't print. And won't print ever. If I clone and edit, still won't print. I have to completely recreate the potential from scratch. Anyone encounter anything similar?
How do I setup contacts and accounts for business partners ?
From what I understand Accounts are for Customers or Prospects. I have lots of business partners so I'm not sure what field I should use to record their company? Should I use the account filed, but then a account would be setup for them. (Maybe vendor filed under contacts or setup a custom field?) Is there a best practice for this type of thing? Thanks, Dave
Why am I getting emails from you guys like this?
Hi , sankarababy has sent a private message to you. Click here The message has been included below. ---------------------------------------- Hello my Dear. My name is miss. Tessy Sankara i saw your profile today on(http://help.zoho.com/portal/en/community) and became intrested in you,i will also like to know you more,and i want you to send an email to my email address so that i can give you my pictures, for you to know whom i am. Here is my email address(tessysankara@yahoo.com) I believe we can move
How many people ?
hi, How many people who's birthday in this month there? How can I get this information from ’contact‘ moudle？I want to send message to them,but I don't who are them. Thanks!
Web to Lead : Assign Default Values
In the web to lead , I want to have some default values to be entered in the lead, not selected in web form. E.g. Lead Source = Website Inquiry Lead Status = New This should be entered as default values. Please tell, how to do It.
How do you ::: Contact Details- Edit Open/Closed Activities
I set an up an event with a contact. I set the start date and end date I later click on the contact and scroll down to open/closed activities I see the event I created I don't see the date of the activity either in the open or closed fields? I would like to include the day of the scheduled event. Not the "due date"
Account's Field List
I have created 3 new field lists as Pick Lists. 1 pick list contains 3 items, another contains 4 items and the third contains 24 items. I have then inserted these pick list to my Account layout. But two of my 3 pick lists does not work. Why? When I choose "edit" in the field list, nothing happens, the list does not appear so I can choose an item. No error appear. The problem concerns my pick list with 4 and 24 items. I have not had this problem before, and my Accounts layout consists of serveral
Custom module
Whats the roadmap for the option to add custom modules and drip marketing emails? Cheers, Fred
Converting Leads Options
I am a new user. I would like to be able to control where my people, in any stage of the process, are converted to (rather than creating a potential, an account and a contact all at the same time). Is there any way to do this? Thank you. Melissa
Business case for moving from ACT to Zoho CRM - any help appreciated
Hello, I am building a business case for moving from ACT to Zoho CRM. I thought of asking on this forum. If you moved from ACT to Zoho CRM: - what did you find annoying in ACT? - what were the reasons that convinced you to move to Zoho CRM and away from ACT? - was the migration from ACT to Zoho CRM easy? Were there any data that you could not migrate? - and now that you are using Zoho CRM, are you glad you moved away from ACT? Any help is appreciated. Thank you Celisto
View Tasks on Calendar
Is it possible to view tasks on the calendar view? If not, that would be a great option! Thanks.
Account's field list - pick list
I should have posted this topic earlier today. But something may have gone wrong since I cannot find it on the lists in Forums. However, I have a problem in Account's field list. I have created 3 pick lists - one containing 3 items, another containing 4 items and the third containing 24 items. Then I have added these 3 pick lists on the Account's page layout. 2 of my 3 created pick lists does not work. No error occur. When I click "edit" in the field list in order to open the pick list so I can choose
Note ownership change
Hi, Quick question, why does the owner of the note in a record change when the owner of the record change to the new owner? This does not not make any business sense. The owner of the note should never change. I want to see who added notes to the record regardless of who the owner of the record is or who it changes to. This happens in leads, I have not checked out any of the other modules. Please let me know what you find. Thanks, Adam
Just Implemented - Live for a couple of days - Notes to developers. Brain dump if you like with the hope of improvement.
Some things I have noticed. No particular order. Importing. Bug with 0 prefixed zip codes. It truncates the zero on import. Causes corrupt data. Problem is - we never noticed it at first. Views. Need the ability to stop users creating views and/or changing them and/or deleting them. Day 2 - we have 24 views created by rank and file people. Obviously no naming convention was used - and it cluttered up everyones general views. On views. eg. my accounts. You cannot restrict to my accounts and say
Print Preview formatting incorrectly on IE6
Internet Explorer 6: I'm using Creator to pull in a Reports spreadsheet. Works great, but when I go to the browser's Print Preview there's some weird formatting that makes the text unreadable, printing over itself. This is the same if I use the Print option provided by Zoho, or using the browser print option. Works fine in Firefox. Am attaching two PDF's; one shows how the application looks, one shows the print preview appearance.
Word mail merge templates not pulling through all fields
We are developing some word templates but the problem we are having is that when we choose the "Potentials" as the module and the choose to put contact fields in the template the contact fields do not come through, only the field from the Potentials module do. Is there a fix for this as this does not make sense...PLEASE HELP
How can I use .php or Python to add data to the CRM database?
I want to write a script that will INSERT data in the CRM database. In order to this, I will need to know the location of the database for my account and what the names of the fields are (data types too). Do you support this? Thanks, Scott
CRM All Field Names in all modules
We are working with a developer to use the ZOHO CRM API to sync with our MRP system. They have asked us for all the field names we wish to sync with...is there a place that I can go in ZOHO CRM and print out a complete current field list - including all my custom fields? Thanks
Web To Lead Problems
In the past couple days, it appears many of our web to lead forms are no longer working properly. When I went in today to see if all the fields were still selected, and generated new html for the form, I see that many of the fields and custom fields have new names. What is going on? Has Zoho renamed all of our custom fields, making our web forms inoperable?
Zoho CRM Upgrade
I'm currently using the free version and might have to upgrade because of the limit on the custom fields. If I read the terms of the Professional version correctly, the first three users are free. You begin paying when you add a fourth user. Is that correct? If so, there is a problem with the upgrade form. I only have two users and can't upgrade without paying.
Zoho CRM Mail Add-on configuration with Federate login from Google Apps problem
I created user in Zoho CRM User got invitation by email and clicked on the link inside invitation, then he did first login in with his Google Apps Account instead of creating password and Zoho login name. Zoho CRM allowed user to login to Zoho CRM with his Google Apps account. But I have to configure Zoho CRM Mail Add-On and it asks me the password for Zoho Mail (user does not input any Zoho Mail password because he logged in first with the federate login from Google Apps). Now I am not able to
changing a login name
While playing around trying to learn how to use ZOHO CRM I made two accounts for myself (using two different log ins and e mails) so I could understand how assigning tasks etc works. Now that I am comfortable with it, I'd like to eleiminate one of those accounts and instead sign up one of my employees who will help me role out the software. I am able to edit everything about the user except the ZOHO CRM ID. How do I do that? I want to, in effect, delete one of the three current users and create a
Leads do not have accounts associated to them while contacts do, how to deal with this
Hi, while it sounds totally obvious that leads do not have accounts associated to them, in practice, I'm running into some issue with this. How does one deal with multiple people from one company (admins, et cetera) before a lead gets converted to an contact+account+oppty? Or do you just convert them pretty early on in the process?
Inventory Templates- Help!!
Im am trying to edit my Invoice template. Under the billing and shipping details there is a section containing Account Name: Status: Due Date Sales Order: All Field are fine except for sales order. I created an Auto Number for Sales Order Numbers & in Fields list for Sales ORders I have removed Zoho's Sales Order Number (its way too long & not feasible for us to use for tracking) In the invoice template the existing tag to bring in the Sales Order number was ${Invoices.Sales Order} This tage brings
Email templates - access refused in email creation after creating email template folders -
Since I created a box to distribute my email templates, I can NO LONGER ANY email template when I try to select one Inactive selection list ! I destroyed the template folder, remains only the original one, but same results ! inactive folder in the list please HELP ! I have to send 50 emails before Thanksgiving in the US. Daniel
CRM security
1. I created a limited access user. How do I restrict his few from "All Quotes" , but give him a customized view instead? 2. How do I remove "all Quotes" report if I want to, or modify it?
Date field data keep dissappearing
I previously sent in a support ticket, but no one seems to be responding. I have a custom date field I have been using for a while now. However I just noticed that the data is missing, every time you enter a date - it disappears. I have lost some critical dates now since I have no other record other than ZOHO on the custom date.Can someone please advise me what might be happening ?
Create User for CRM
I have create users and the invitations have been sent. This was easy. However, Zoho logins no longer accept the @ symbol. The Create User function sets the user name to the email address so now of the invitees can not login. The system does not allow be to change the login ID so we are stuck. How do we solve this problem? Thanks, Jamie
address fields not importing correctly
This is probably very simple but its driving me mad. When i export my contacts from outlook as a csv file and the import it into zoho the address fields are not populating correctly. The address is populating the first line with all of the address. the address format in outlook does not have commas to seperate the line in the address does this matter? I have 5500 contacts to import so i need to get this right. Thank you in advance matt
.pdf's attached to sale orders are not coming though (100%) of the time.
I have noticed that in certain instances when sending out a Sales Order (through the 'Send Mail') option - everyone receives the email, but certain people don't receive the pdf'd Inventory Template thats attached by default. Is this a known bug? Is there any fix?
View report invoices and purchase order by subject
Hi, is there a way to have a report in which I can see the invoices and the purchase orders related to each other by the subject? I create a sales Quote > sales order > sales invoice always using the same "project" name. I create a purchase order using the same "project name. Can I create a report where I see them all together? Maybe in Zoho sheets? Thanks for your help Peter
Web to Lead Form
I need to know if there is a way on the Web to lead form to remove # of employees, Revenue and a few other things. I do not see a place to remove those options. ** I want to remove No of Employees, Annual revenue, Lead Owner (if I can) Then I would like to rearrange the layout. So it is in order: First Name, Last Name, Street, City, State, Zip Description, Phone, Mobile, email Thanks for your help
Zoho apps Integration
I have been using Zoho Crm for over a year now, I recently started playing around with Zoho Business and Zoho Projects thinking of dropping outlook, but at this point I don't think this can happen. 1. Calendar not syncing between CRM and Business Calendar and Projects - having just one calendar to manage is great!!! 2. No Blackberry sync 3. Task syncing between all apps- again one place to manage all tasks well any of those be addressed at all in the future?
Mailing lists
I'm trying to create a mailing list of my contacts in a marketing campaign. How do I do this. My goal is to create the list, mail, and then track response rate, successful sale etc.
Syncing contacts
Hello, I'm an SFDC vet now using Netsuite (shudder). Zoho looks fabulous! In SFDC and Netsuite, I've used an Outlook plugin (which looks similar to Zoho's solution) to sync contacts (owned by me) to my local Outlook install. Then, that gets synced through MS Exchange, and I can have all of my contacts synced over the air to my blackberry or palm, etc. I'm very interested in getting rid of the Outlook piece alltogether and going with something like Zoho+GMAIL or Zoho+ZohoMail. From the demo videos,
Please tell us what new features and bug fixes are in development
I think it would be very helpful for many Zoho CRM administrators and general users if Zoho would publish and regularly update a list of new features and/or Bug Fixes. One of the most frustrating things for me as I regularly read the forums is the generic response from Zoho that "our development team is looking at adding this into future updates". There is never a timeline and never any real hint as to when the feature or bug fixes might be available. If Zoho would share some of their plans with
Report Scheduler looses grouping when sending
We created a detailed potentials report that is grouped two (2) ways. When you view it in CRM it looks exactly as we built it...however when it sends via report scheduler it keeps on the first grouping and looses the other one. First Group is by Probability. Second Group is by Closing Date.This is a very importany report for us so please advise.
Importing Contacts Hangs
hi why does the attached file hang when i try to import into CRM contacts? "Uploading Import file..." never stops (in Google Chrome browser). If there's a problem with the import, the importer should stop, and display an information message. thanks
API Method - deleteRecords - Error 4500 Problem occured while processing the request
Sorry, I am realy disappointed by Zoho support. I developed API loader for Accounts table - tried to use it on a file that have 2000 recors. I don't know what happend, but in my CRM appeared 20,000 of empty records - i don't think that it empty recorsds were created by my API loader - I think that there is an issue with API, becouse I tried to load on small files (few records) and my loader worked ok. I called suppert to ask for help. Connected by desktop sharing. They told me that they can't help
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