Deactivate User(s)
Hello Has anyone deactivated users and what happens when that occurs? Does one need to change ownership of leads, contact, etc? Does the activity of the deactivated user get deleted from the contacts, such as emails sent etc? If ownership is not changed and other are of the same profile level or above can they see and manage information that was assigned to the deactivated user? Thanks for any comments and suggestions. -g-
Can I add field in invoices that will be autofilled from accounts ?
When you add account into invoice (CRM) some fields are autoffiled (adress account name etc.) Can I add a field in invoices and accounts that will be linked to fill aoutmaticly from accounts database into invoice ?
Do not have administrator rights
I have recently signed up for Zoho and I have been able to login with no problems at all. However, I would like to add others users to my account and to do this, I need administrator rights. However I am the only user in my account (I opened the account and I am using the user that I opened the account with) and I do not have administrative rights. How do I either: a) Add a user with Administrative rights to my account b) Change my account to have Administrative rights Just to clarify there are
Can't import at all using MacOSX
Hi I am new to Zoho CRM. Trying to import my contact list (500 records) using the Free edition and it just hangs at the bar and grayed out page that says "importing file" Ideas or work arounds? -R
SSO Bug
I have my own CRM and was showing a colleague how to use her own CRM system and added my POP3 user ID to her documents group so that I could show her how documents sharing works, however i was then not able to log into my documents area. So when she removed me as a user from her documents group it then made my personal CRM account totally inactive. I can now not log into my CRM as the user has been deleted. On top of that I have now lost all 600 of my work emails which are not retrievable !!!
Questions regarding invoice export format, standard dates and non-stock products
How to use auto dates when creating invoice? Invoice date should be today's date, expire date according to the payment terms Is it possible to export invoices in .xlm. If so, how to do? How should I do to see my own sales (=invoiced ammount) /monthly/annually/totally on the dash? We are selling ads on internet and have no stock or stock quantity. Therefore system warns for no product in stock. How to solve this? I use Zoho CRM business Thank you!
Home page Events view
Is there any way that on my home page i can customise the view so that i can see either my weeks events or the events of my team or switch bet ween both with out having to go in to activities? rgds rob td Robert Thornton-Davidson
August Release
Is the Zoho CRM team on schedule for the August Update? Any information regarding this aforementioned release would be very helpful. Thank you.
problems importing leads in CRM
I am trying to import a very small xls file into CRM and it just sits for hours saying "uploading file" but it never uploads. I have tried it with csv and same problem. Anybody know what I am doing wrong?
Archived Potentials
Is there a way to archive a potential? I want to retain all the attached documents, emails, and notes. Can this be done without using up disk storage space?
Contact roles in cases
Is it possible to add contact roles to cases?
How to export a database?
Hi, I am using a shared database on the zoho and want to export the database to keep a backup on my local computer.I dont know the type of databse being used. Can you suggest a way to do that?
[What's Cooking?] Detailed View is getting a visual update...
Time to show a preview of the small visual update for all detailed views in all modules. To improve readability and maintain a "clear" visual we removed all colors. The group headers will be "BOLD" and black in color. The labels will be in Gray and "Required fields" will be in BOLD Gray. We are evaluating this design and hopefully this should get through in a week or so. Let us know what you think. - Rajesh
Page layout drag and drop is broken.
I've used the drag and drop layout organizer awhile ago and it worked fine. Today i needed to add some product fields and rearrange some. So i went to the Products settings and open the "Edit Page Layout" page and tried to drag available fields into the page layout. They would drag but not stick to the page. Dragging fields from the page to the available fields area and rearranging fields already on the page works in FF but not in IE. Dragging from the "Available fields" box does not work in
Work Flow triggers -
Hi My work flow triggers are not doing what I need them to do; is there a way to trigger a work flow event when a specific field changes to a predefined value? I have a work flow monitoring a new field called Evaluation Stage - when it sees a specific stage, say "Evaluation email 2 sent", it sets up some tasks and sends me an update email. - Fantastic, it works perfectly. However - if I change ANY other field in this Potential the same work flow triggers again - just because the record has changed
Desirable improvements for Zoho CRM
Dear friends of Zoho CRM, I would like to list features that I think are important to improve your excellent product: - Variable currency significant digits - 1000s separator choice for numbers and currency - free choice of currency - free choice of time format - free choice of date format - option to show or not gridlines in the screen for data in each page - show reminders for upcoming event - have specifically shortcut for events like calls, meeting, etc, as well send invitation to participants
Publishing Filtered Zoho CRM sheets
First, I'm really liking Zoho CRM, but I'm having a lot of trouble trying to figure out a way to embed filtered results from the Leads module. I can make it into sheet, but the sheet has no "embed" option. Maybe I'm just going blind, but the Sheet only has the top toolbar with the "Save" and "Paintbucket" and a bottom bar with the "new sheet" option. How do I embed these CRM sheets, and will they keep updating based on this filter rules as new leads come in? I attached a screenshot of my Zoho sheet
Inventory Templates | PDF attachments are blank
Please help. PDF's are 0 bytes for all inventory templates.
Email tagging for emails to account records
So i've purchased the new CRM for zoho and am left just a little dissapointed. It has been advertised that the zoho email-plugin brings your email into the crm and then has the ability to attach it to a record. What it does not tell you is that this doesn't apply to any emails currently in your inbox, and only applies when you've previously created a record for a contact. I don't know about most businesses, but in my world prospects contact me first and most often through email. So even if i
Outlook Plug-In does Not transfer addresses from Outlook Contacts to Zoho
I just set up the Outlook plug-in and synced Contacts. Everything transferred over, even the Notes, except for the addresses. Any idea what I'm doing wrong? Thanks. John
Limitation on date fields in potential
Hi We are using customised fields within a potential to track cerain activity. However when I get to 10 it does not allow anymore. We have some fairly complex procedures we need to adhere to and I have always found the easiest way manage a "checklist" is to entered the date when certain "steps" within that procedure is completed. Am I right in saying that no history is created when fields are updated? This makes an acknowledgement of when a "step" is completed all the more important. Please advise
Task notification email
Hi, I hope somebody can help please! This is my first post so forgive me if I have approached it in the wrong way. When assigning an activity to another person and issuing an email notification to that individual, the email that they receive starts with 'dear' and then the name of the person who assigned the task, NOT the person who the task has been assigned to. Does anybody know how to resolve this matter? Many thanks in advance Richard
Is there a easy way to change templates for offers and bills?
I'm testing zoho crm for my company in germany. If I print offers or bills with the "quote template", it doesn't show optimal. The layout is good for a internet shop in UK or US, but not for a service company in germany. The main problem, is it not a letter format (DIN A 4). Sure, i can make a new template for myself. But is not easy and needs time. Are they another template, at least as a letter format? Thanks, Sascha
Is there a easy way to adjust the templates for offers and bills?
I'm testing the zoho crm for our company in germany. If i print a offer or bill with the "quote template" it doesn't show optimal. The template suitable to a internet shop (for example) in US or UK. What I need is a template for a service company in germany. sure, i could make the template for myself. But it coult be fine, if I had a better master template. Are there another templates for zoho crm?
How customize invoice e-mail?
Hello, Is it possible to customize CRM invoice e-mails with an atached PDF invoice? We always need to add some text or code to the mail body (not atachment) and as I can see you can only do it manually. Please see the atachment. Thank you!
Event TIme Zone
How does one set an event for a different time zone. I am scheduling events in other time zones and all the times are off. Ex: I work in CST and I am setting events for travel to PST - all the times show up as CST. Will they correct themselves when I arrive in that zone? Please advise a work around
can't import VCF files
Every other application I have used for contacts where they "can import .VCF files" can do so without the user having to manually map the fields. ZOHO CRM is extremely powerful, but this one missing thing just stops me dead in my tracks. It's fine to have someone map fields if they are doing a massive import. But I just met a guy today, he gave me his biz card and I want to type him into Outlook (so he's in my Outlook-Plaxo "universe" if you will) and then export him as a .vcf file and import him
Email Tab
Thank-you for the email upgrade!! Two questions: How do you get the email tab to show up within the crm? Since most email communications extend from the Potentials Module, why did you not include this feature?
Custom Links
Hoping that zoho will ad custom links to the crm ala salesforce. We need to have links that use field data, like map it features, look up phone, etc.
Templates when using Email compose
Will you be adding the ability to use Templates from within the compose window? Not the send mail but the compose email on the tab thanks
Add product pop up window is too small
Is there any way that the default size of the "Product Name Lookup" pop up window? It barley shows the | New Product | button and half of the columns. Also the Next> button is not visible without expanding the window. This goes for the Vendor Name Lookup as well.
Website redirection!
Hi, I wanted know if it's possible to redirect someone to an existing website with a Zohowebform?! Are there possibilities to do so? Thanks, Regards, Andre
See Invoices within Potential details?
Hi, In our company the manager of a Potential will see the project right through to the bitter end, including making sure the Invoice is paid, if necessary. It would therefore be extremely useful to see Invoices which have been converted from Sales Orders as part of the Potential details. Is this possible? Thanks, Nick
E-mail management
Hello, I am evaluating Zoho vs. SugarCRM. So far, I am very impressed with the Zoho CRM. One option I like in SugarCRM is the ability to see "click-throughs" and "opens" on email that is sent out. This would allow me to drop my Constant Contact account/cost. Does ZohoCRM have the same capability? I am looking and not seeing it. Also, iPhone use is a factor but it appears that Zoho will be offering that soon. Thanks!
Lead first and last name in LEADS tab
I sometimes have leads/contact that I do not know the first or sometimes the last name. Sometimes I only have one of them. How do you suggest I record this on Leads/contacts if I only have the First or Last Name and not both?
Duplicate Tasks
We're noticing tasks are being duplicated 2, 3 even 4 times. Is this a bug?
Restoring CRM to Orignal Default Settings
I have recently made quite a few changes and customisation to my CRM. Is there anyway I can restore the data fields,etc to original default settings to settings provided by Zoho default without losing any data? Thanks Chet
I cannot change the currency...
Hi ! the default currency is in "$" when you do a quotation, and I will like to have the "£" British Pounds currency instead... I watched the video " how to change the currency " and I tried to do it... but it doesn't work.... how to do?? Regards. Stephane.
New Field
I created a field and deleted it. I am trying to make a new field with same name and it will not allow me to create it. Please help.
Prepurchase Questions
Hello, Great program and easy to use. I have a few questions prior to possibly purchasing: 1) The 250 emails per day, is that per user or overall? Does this include normal B2B emails or is this stricly the limit when doing campaigns? I may elect to output my files to Constant Contact as an option for email marketing to prospects. Anyone elso transferring to and from CC? 2) I see how you can store attachements to an individual account. However, I want to store attachments so that my sales people
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