Custom View | Today and Past Due Activities for specific user
Is it possible to create this view? Criteria: Due Date is Today AND past due AND owner is specified KP
Lookup function doesn't work
If I try to "lookup" an account, contact or product; in eg. account or invoice ZOHO opens the pop-up window to choose from, but the actual choice in that window will not be "filled" in. Actually nothing happens. See attachments. This way I can't make invoices, create correct new accounts etc. I use an I-Mac and tried it on a MAc-book but the same problem. I tried it on my Windows laptop but its even worse; Explorer crashes and has to be closed. Any ideas? bram
Potentials View corrupted
I created a new view in Potentials but when it tries to display the page comes back blank and the browser (IE) shows an error message on the satus line. I think the selection criteria i put in must have been bad, but the result is that I now get no display and I can't even use the selection box to choose another Potential 'View'. Because Zoho always shows the last selected View when you go to the Potentials Tab I am now stuck and can't view any potentials. Is there a way to delete a view without
lookup function doesn't work
My lookup function doesn't function. Although I can open the lookup pop up windows for products (in invoice eg) or accounts and contacts, after selection in the popup windows it will not fill in the chosen contact,product or account the destination field. So, I can't do my work, no invoices, no new clients, nothing! Anyone any idea?? I work on an Aplle I-Mac, same problem on my Macbook. On my windows computer its even worse; Explorer crashes!
potentials print view header bug
When I go to the print view from a browser view of Potentials (renamed here Projects), the header for Account Name (renamed here Organization Name) instead shows Project Name twice. I have attached a screen shot.
Mass email: BUG in daily sending limit
Hello, I am using the Zoho mass email functionality to send a news update to my customer list. As I have more than 250 leads, I have to split this mailing up over a few days. Your help (http://zohocrm.wiki.zoho.com/Working-with-Leads.html) says that we're allowed 250 emails per day: Note: You can send only 250 emails per day (12 AM to 11.59 PM PDT is considered as one day). Based on this advice, I have tried sending my daily 250 emails at night (around 11pm PST) and then sending the next day's
Quotes: auto calculation doesn't work
In quotes (and sales orders, invoices), the prices doesn't get calculated automatically and shows ZERO for all total prices. Even setting Price Books won't fix the problem. I tried it on Safari, Firefox, and IE and none of the. The Ajax code seems to be working, though. Thanks, Ali
What is the contact tab for.....
This may seem a stupid question, but interested in how others use CRM's, particularly if they are not large corporates, which many CRM's are grown out of. I have used CRM's before and always find the linking of contacts to Accounts a pain. Is there a particular reason especially if you only have a few, at most, contacts per account, it necessary to use this area? Surely adding a Contact field (or several) to the account is adequate. It also confuses those new to CRM. ALSO How do you mport contacts
Changing title of default fields
The default fields used particularly for addresses are US orientated. I cannot find a way to change the description of these fields, is there a way? Thanks
Help With Lead Conversion Needed
Our orgnaization wants to keep unqualified opportuntites (LEADS) separate from qualified opportunties (POTENTIALS). However, we ofen get inquiries from existing customers that are not qualified yet. We treat these as LEADS. A Big problem comes up when we go to convert qualifed LEADS to POTENTIALS. WE end up with a host of problems, including duplicate account and contact records and issues with my meticulaously mapped fields not transferring the data properly. How can we create Leads from existing
related lists aren't deleted when lookup field is deleted
Assume the entity is Projects. If I create a lookup field for Projects called 'Secondary client' of class 'Contact' with lookup list name 'Projects,' a joined list is created in the Contact view called 'Projects.' However ,if you delete the Secondary client lookup field, the Projects view is NOT deleted in the Contact details view. You must go to settings -> edit vew details and manually un-add those views. There is no way to delete these views.
CRM running real slow this morning - is it me or anyone else?
Quick Appreciation
Not a question thread. Being in the publishing/magazine industry I can appreciate that people tend to get in touch with a gripe rather than a positive - and so they should - but in a fit of goodwill... Just wanted to say that I have started using Zoho CRM for our mid size publishing house and, yes, we're having some issues adapting it for our own use but overall I have been absolutely delighted with the help, speed and professionalism of the support team (and the developer team) at Zoho. I'm sure
DAMSEL IN DISTRESS! - - HELP HELP HELP PLEASE!
I'm having a number of difficulties with Zoho, but my biggest problem is when i'm converting a Lead > Potential or > Account not all of the information is transfering along with it.. How can I get the same infromation to transfer as a client moves though the process? For example, when I create a new Lead and then convert them to a Potential, the address or e-mail etc. is no longer included.. How do I keep all the information? There has to be a way, surely I wouldn't have to re-enter each clients
event + task 1 day before
Hi, I need to create task related with events. Task should have due date one day before event start data. I have to be sure that somebody will call to customer one day before and remind him about next day event. best regards, p
Adding contacts to a task
Hi I am pretty new to this so bare with me. I want to add a task to a potential. Straight forward, just a call. I have one person added to the potential as a contact role. He happens to be the same person as the contact name on the potential and the only one associated with the account. When I set up the task and select the Contact field it shows me all the contacts in my system. Surely this is wrong? Should it not just show the contacts associated with this potential, or even account. Can anyone
Using the Help Documents
Can you please put the link to the forums back on the help screens for each Zoho module. This morning I went to check the status on a couple of questions I posted on May 15. There was NO link to the Forums and it took about 20 minutes of random clicking on links to stumble across the way back here. Unfortunately, I am not sure I can duplicate what I did. Also - in the Help section it would also be very helpful to have a "Back" option to allow users to easily re-trace their steps instead of having
Export Data
Hi guys, I am trying to export data from zoho crm but coming across an interesting issue. One of my contact fields is Tel Number. I have entered number in there like this +97150-555-5555. When data is exported to excel it treats it like a formula and tried to calulate it and as a result puts a small number in the the excel cell. Is there a way to avoid this issue? Thanks, Aneesh
Data Export Question
Hi guys, I'm running a small business and currently reviewing Zoho CRM for our use. I tried to export my contacts from Zoho and stumbled upon something. Everytime i export the data the telephone fields dont show the number correctly. I have entered the number in the system as I would to help with international dialing. For example in the system I entered a number like this: +97150-555-5555 I think the system treats this like a forumla and when i export it excel calculates it and gives me a number.
sending purchase order - vendor mail
I create Purchase order - picking up mandatory field - Vendor name (i have provided email for this vendor). Save purchase order and try to send by email - system doesn't pick up email from vendor tab :/ - in mail there is only my email and footer - i have to provide manualy fields To:, Subject: Body. There is no place to pick up template :/ - am I doing something wrong or do I need to wait for next release? It would be nice that crm will take proper email from Vendor tab. What about templates -
User locked out
I have a user that keeps getting routed to the ZOHO Accounts section and cannot access our CRM. RonCrabtree - part of MetaOps Inc. is the user who is looked out. Kim Crabtree is the Adminstrator and RonCrabtree Also has adminstration rights. I have installed the outlook plug-in for this user. and when we sign in from Outlook it says: got to zoho.com, complete the CRM Sign-up process and then sign in from outlook Plug-in. We already have an account. When trying to sign-in it takes RonCrabtree to
Account to lead
Is it possible to take a contactperson from an account and to make it a lead?
What's new? - Setup receives a minor face lift
The Setup has been given a minor facelift this time. We have grouped all the options under 3 titles - "General, Advanced and CRM Modules". General - is where you find the essential tools to setup and jumpstart Zoho CRM. Advanced - is where you find everything you need for user management, workflow and others CRM Modules - The complete collection of links to setup all CRM modules. We believe this face lift will certainly reduce the number of scrolls, and give a better visual appeal than before. Let
Task Notes
Can a Notes section be added to the Tasks field? We are using tasks to track orders as they proceed from sales to administration to credit to provisioning. The ability to add notes which automatically provides a time stamp of all correspondence would be invaluable.
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Purchace Order Status quick edit option
Please enable the ability to directly edit the Status Field in the Purchase Order Module.
Alert new case owner
How can I notify a case owner when a new case is assigned to them OR when the case ownership changes from one user to another (I need to notify the new user. ) I found this post http://help.zoho.com/portal/en/community?ftid=2266000000008756 But it isn't quite what I need. Perhaps someone has a suggestion that will help me use the information in that post to do what i need? Thanks
24h clock needed
In calendar I'd like to see hours from 8:00 to 17:00 (adjustable working hours) - 8am to 5pm is not proper for polish customers :( Maybe you plan to integrate Zoho Calendar into CRM? when and why so late? ;) best regards, m
Worflow rules
Hi how can i get workflow rules via api Zoho CRM?
Mail Merge
I have signed up for the 30 day mail merge trial. I have downloaded and installed the plug in, and seem to have created a template in MS Word. I have created the mail merge folder and uploaded the templates I had previously created. With the directions printed out and in hand, I am attempting to perform a mail merge but when I click on More Actions (waaaaaaaaaay down at the bottom of the page), Mail Merge does not show up as one of the options. Any suggestions?
Can't not create any new items no field details showing..
Wondering if you have bug as I can't create any new items, its not showing any details expect for the the save buttons. I get the same results when I click on the data on the left panel like my last account. Have attached an image of when I clicked on create potential. Cheers J
Importing events?
I've successfully imported my accounts and contacts (from SugarCRM), but still need to import my events (tasks, meetings, etc.). Other messages in this forum suggest using Setup > Data Administration > Migrate Data from other CRM, but this seems to be "grayed out" and inactive. Can someone please tell me why this is and how I can get my events imported into Zoho CRM? Thanks! --Kenn
Firefox Add-on
Need Mozilla add-on code for sending e-mail. When I click an e-mail address within a web site it auto-loads Outlook which does not work on my computer. zoho tech sent me a link to a Mozilla add-on that when loaded caused e-mail links to open in zohoMail. I upgraded to Windows 7 RC from 7 beta and cannot find the code. I sent an e-mail to support but have not back. Anyone with the link to the Mozilla Add-on allowing e-mail linking to "other than Outlook" greatly appreciated.
Zoho CRM ID already exists. Please use a different Zoho CRM ID.
Hi we have two independent Zoho services users that can easily share and collaborate on Zoho sheets. We have both signed up for the free CRM trial but neither of us can now invite the other person. When attempting to add an additional user to CRM we get the following message: Zoho CRM ID already exists. Please use a different Zoho CRM ID. Please let us know how to rectify this log in dilemma Cheers Andy
Spaces in Page Layout Columnt
Is it possible to put empty vertical spaces between fields in a Page Layout? Drew
Blackberry Sync
I'm a current paying Zoho crm user and it is imperative that I get to sync my calendar, tasks and contacts with my BB. How much longer will it be before you guys give us this feature? I keep hearing that it is in your current road map, how long do we have to go down this road to get this feature put in. It would be nice to sync from zoho crm, zoho business, calendar, I'm growing very frustated each day that goes by and I still cant do this. My only other option will be to leave Zoho Crm, but I really
Search function is limited in sales order etc
Hi there, currently the search function in CRM is not working properly. For instance when searching a product in "Sales Order" or "Purchase order" .. it brings nothing or everything when you do search by specific product code. It doesnt allow to change the search functionality within search. Also is there way to extend the view from 10 to 50 when you do search for product within Sales or Purchase order. thanks.
blank emails
Hi there When I try to open an email saved against a contact on Zoho I just get a blank white box in the middle of my screen that i have no way to exit - do you know why these are not displaying correctly? Many thanks
Relationships
I know we have spoken about this feature request in the past, but I really really really would like to see it implemented. It would work like this: 1. You are on a "PRODUCT" page. 2. Scroll down: "Price lists", "Activities", "Attachments", "Cases"... until you reach CONTACTS 3. Here you would have the option: "Select contact" (if it doesn't exist, then create "New") 4. You would choose (or create new) contact, AND after that you would choose, from a drop down menu, the RELATIONSHIP TYPE of that
Can you please provide us your user name and password,
Have you ever heard something like that from Zoho: " Can you please provide us your user name and password, so that we can test your account in our local setup and fix your problem. " Basics of security says that no one ask for the password. 1. you can add me one license for support. 2. you can use remote desktop. I don't see reason to ask for password. regards, m
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