Create Additional Modules
We are looking to move from $alesforce and we know that currently we cannot create new modules within ZOHO like we can with $alesforce but has anyone found a work around or maybe we could buy code to create new modules? Customizing current modules that we do not need just will not do it as we cannot control some fields and relationships like we need to. Many thanks in advance to anyone who can help Sean.
Import tasks from salesforce and assign to a user
We are trying to import tasks using Data Administration Tools and have them assigned to the correct user. The problem here is that according to your help it says we must make sure the task is assigned to a user with the correct Zoho CRM ID and we are doing this correctly on our import file but the tasks all get assigned to me and no one else, this rule does not seem to be working. The only issue I can think of here is that our Zoho CRM ID's are email addresses as they are unique and maybe your system
Security
Where is the SSL or other security certificate associated with the Zoho CRM product? If I am uploading thousands of contacts with info I want to make sure everything is safeguarded. Thanks!
How to add a maintanance support contract to a customer?
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Creating Two Prospects Tabs
We have two types of prospects: Private Client Prospects and Institutional Prospects. I'd like to create a tab for each and then customize each tab with specific information to the type of prospect. The out of the box information for the Prospects tab is a good starting point. Is there a way to basically copy the Prospects tab in the product and customize from there? Or can there be only one such tab?
Product Line Items
Can someone please elaborate on line item tag for products? I am trying to adjust the Product Details portion of the Quote so it displays differently. Where am I supposed to place that tag so that the multiple product items show up correctly?
Margins
How do you add to the margins so that the text isn't so close to the outside edges? How do we know where to insert the infamous "line item" tag in order to get multiple line items in edited templates?
Reports Emailed History
I schedule reports to be emailed on a regular basis. I do not see where the system records sending those emails out. It should appear in the account or contact history. The system should track all history with a account or contact included auto reports that are emailed. Please advise.
standard view in details view
If I select a lead, the activities, attachments etc. are showing beneath. My question is how can I change this view. I can't find the view with the corresponding TAB for example. Activities and here the default view is the default view for this TAB and not for view as a sub-tab. Hope I 'm explaining my problem correct? Please some answers
Logo not showing
Hi, I've tried to load our company logo but it shows as a "broken image". I've scaled the image down to 142x80 and it's only 13.3k (png). How come it's not working? Cheers Grant
Updates
I haven't seen any updates for a while, where are we on SSO? Still on track for the end of the year?
linking zoho crm with zoho business
Hello: I have had a zoho crm account for quite a while . I believe it is an excellent product. Is there a way to connect my Zoho Business account with my Zoho CRM account, so that i could just sign in all at one time? Thanks!
Related attributes need to show in related entities
Hi Zoho, hi everyone, I seem to be stuck at a juncture, can someone show me the way?! Here's what I am trying to do: There are customer entities and there are Invoice entities. When creating an invoice Zoho expects, on the invoice creation screen, for an existing (or newly created) customer to be selected and associated with the invoice being created. So far so fine. But what I want is, in addition to the customer name, I also want the customer's Mailing Address (entered while creating the customer)
Multiple Contacts for one business
Is there a way to link multiple contacts to one account per scenario below: I'm using ZOHO for a database for my clients. In my case, they are families and each family has at least 1 child that goes to camp. I want to be able to have one acct for the family and each child that attends has a separate file that is linked back to the family. Family--->Child 1 --->Child 2 This way i can go to the family from either child and if i want to make notes for the family it's linked to both children. Is this
Error sending email from template
I have made email templates with some html in it for Contacts and Leads. When I send a mail based on these templates I get an error: object HTMLScriptElement The sent mail is completely empty! Anyone? Paolo
Shared Data
I am trying to set it so that a standard user can see and access data entered for just one Module. I have gone in to "Shared Data Settings" and selected the module and created a "New Sharing Rule". Do I assume that: *Records Shared From: means the creater of the records ie someone with Admin power and that: *Records Shared To: means the person who is to share the files. If that is the case I think I've done that but without success. Any help appreciated. GRAHAM
Blank Email Merge Fields on Cases
I have setup an email template for the cases module to be used as an autoresponder for the web 2 case form. There are 2 fields that I would like to merge at the moment, and they are coming through as blank on the email: ${Cases.Reported By} - this is a standard field ${Cases.External Case Number} - this is a custom field where type = autonumber These fields do not seem to be merging properly for some reason. Any thoughts on how I can get this to work?? Jonathan
logo not showing
Hi I can't get my logo to show on the homepage. I'm registered as a company, I reduced the size to 140x82 and saved it as a png but it just shows as a "broken image". What's wrong? Cheers Grant
Importing Account Sales Numbers
I would like to import my sales numbers (from our accounting system) to my accounts every month i have already created the fields in the accounts module - did that on original import and it contains historical data currently how does one import specific data fields from a csv or xls file into zoho crm without duplicating existing data. i want it to import and overwrite certain fields only thanks & please advise
Task Assignment
How does one create a task for someone else? I currently have to change the task owner to the person I am assigning the task to. Is this normal and how everyone else is doing it? The only way they will know I assigned the task is look at who created it...is that the way you guys see it? Thanks
Serious Error Exporting Invoices - Zoho CRM
This error occurs intermittently with some Invoices in Zoho CRM when trying to export to PDF format. This is causing serious problems for a numb er of companies as they try to export their Invoices to PDF to send to their accountants for year end accounts. Please see this link for video of the problem. This is an extremely urgent issue http://screencast.com/t/XFMBwB13K
Contact Roles
I'd like to add "contact roles" to my contacts ... I've discovered how to change the "contact roles" drop-down options in the Opportunities/Potentials layout .. could someone please tell me how to add a "contact role" to my contacts? Thanks Tony
Mapping
I've created a new custom field the Customer tab. I want this data to be in the associated (or mapped) with the contact in the Contact tab also. Do I create another custom field in contacts? If so, how do I map them? Bob
What good is a CRM app that doesnt automate a series of events???
Ok so I have been tweaking and custimizing the CRM app - that has no email client integration for one. [arrrrrrrgh...] Additionally, the whole purpose of a CRM app to me is its ability to automatically trigger events, tasks, emails and other such activities in a Pre Programmed sequence - based upon rules and triggers. The notion that this system is not intended to allow automated email to my clients based upon user event triggers boggles the mind. We really need to be able to create sequences of
Calendar integration
Hi, This may be sacrilege to mention or even talk about - it might even get me baned for talking about but... is there any plans to integrate or sync with some of the more popular google apps like calendar and gmail. I know they are your competitor but nothing drives innovation like competition. Integration also makes sense from some of your blog discussions about ease of moving between suppliers. By the way I read a recent Zoho blog about Sales force coming to Zoho to integrate its products into
Mailing Address between Accounts and Contacts
Hi there, Im loving ZohoCRM and can see it definatly being used within my organisation. I have a little problems which I would love some help with. I have added custom fields for mailing address to suit New Zealand. I have added them for contacts and accounts. Now, is there a way I can make the Account address the master so any contacts I add will have the same address automatically? I look forward to your reply. Regards, Josh Lindsay
no email client?- at all?
im trying to eval this product but cannot for the life of me find anywhere where email accounts can be setup, or checked and sent from... am i missing something? if it doesnt have such a facility then, frankly, i dont see the purpose of this CRM. i hope that im missing this feature somehow. can someone please advise me as i havent been able to find instructions via help or these forums. external email plugins etc arent an option- especially msoutlook. thanks, tim
Cant get a zip code field for a customer?
I'm sure I'm missing it, but I dont see a way to get a zip code field for a customer. What am I misssing? I tried to add the field under setup, but it's not listed. Any thoughts??
Editable Field Layout in Reports
One feature that drives me nuts is that the reporting feature in ZCRM is really no different than an excel spreadsheet. Yes it will output data, but the thing that I have trouble with in Excel is having 40 columns of data and needing to print...it all must go on one line. It would be great if ZCRM would allow us to create customizable reports such that we could have multiple fields stacked vertically instead of all lined up in columns. This way I could have many fields on one report, without having
translation error
At the left panel (where the "world clock" is), the first feature is SEARCH. This is correctly translated into "Buscar". However right behind that, there is the original text "Search layout" UNTRANSLATED to Spanish. Generally speaking, there are several small translation glitches like that in the Spanish version of ZohoCRM; my question is, how can we report that to Zoho? By email? By this forum (bugs section)? Or maybe the users could actively (voluntarily) help the translation team?
Skandinavian Character set gets corrupted during import
I have an issue with the Skandinavian character set (������). I can�t get them imported right. Any idea how I should: - save the CSV file in order have the character appear right in the fields they are imported (Accounts & Contacts) and/or - use a trick to import them right My original is a Excel 2007 file, which I save as CSV file. Excel is English version. Cheers, Nils
SHARED LAYOUTS
As an administrator having created component layouts for the home page how do I make it so that all standard users see exactly the same components and layouts? Also how do I stop non administrators modifying layouts? GRAHAM
Sharing Layouts
Can you please advise how to set it up so that the component layouts on the home page that have been created as an Administrator are shared with all users. Currently standard users see a default home page layout. Graham
CRM Homepage 101
I must be thick. This has to be so basic. How do I change/add to the fields that appear in each of the components on the home page. Graham
Changing the "Zoho CRM ID:" of the initial Adminis
It would be good to be able to change the Zoho CRM ID of the person that initially created the CRM account. The reason is that we would like to be able to set up a Zoho CRM on behalf of a client (we are Zoho Resellers), do all the necessary tweaks and changes, then hand it over to them, once we are all happy that it does what they want. They may prefer that we do not then have any access to it. Any chance this is possible, or can Zoho change it if we request it by email? It will not be a regular
Data field mapping
I have mapped several fields between accounts, contacts and leads (among others) - I need all mapped fields to show the same data. Please tell me when you guys will be doing this as it is causing me much problems trying to work with my data.
Re: World Clock
Hi All, Just letting you know that the World Clock is wrong. I have put it on Australia, Melbourne and Australia, Victoria and regardless of what I choose it is still 1 hour out. Brandon Soo
Attachments corrupt
I use file attachments with the quotes and the commands. Unfortunately, some files are corrupt few hours after being uploaded. And I confirm that they were correct just after the upload. Seems to be an hosting problem ?
Residential Customers
I have both commercial and residential customers. Should I just enter a new residential customer as a contact, or also as an account? Hopefully someone can give me an incite to this issue.
Defining user views
How can I define different user views or access - ie I want a user to be only able to see the leads assigned to him/her, not all leads
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