API security
Hi, The CRM is really your ultiate tool. I'm trying to secure communication with external applications. Though, I would like to be able to: - restrict API access to a list of calling domains (or IP) - restrict API calls to a list of tables (or the reverse) Thanks in advance. Regards,
Decimal appearing as currency on invoice print preview
My custom decimal fields are appearing as $XXX.XX on my invoices / print preview instead of XXX.XX . I think this is a bug? thanks!
competitor task
how to know the competitors task in zoho. give solutions for this.
Spanish translation bug
The field "Factura Date" (invoice date) is not well translated in the spanish version of Zoho CRM. Please correct to "Fecha Factura".
"What's New" features link
Is there any way to copy Zoho Sheet and have a link at the top right that shows what the latest updates to Zoho CRM are? I know a lot of us request features and it would be great if we could check via a link to see if those features have been implemented. Link in Zoho Sheet under "Features" - http://sheet.zoho.com/features
weekly status task
how to know the weekly status task. tell me the solutions for this
Importing Products
Can anyone help? I am trying to import an Excel spreadsheet which according to instructions I can import upto 1500 items at a time but but I have over 3000. I reduced the file to 1400 and then 1000 and then 900 because I keep getting the same error massage that you can't import more than 1500 items at a time. Any ideas why I am getting this error message. Thanks Andrew
Web to Lead: How to make a check box "hidden" &
Dear all, HI! How are you all? I would like to know the syntax for HTML of web to lead page where I would like to: ==> Have a box box value set to "true" or "checked" AND hidden from the page? I have tried many attempts like: - <input type='hidden' name='checkbox_1' value='0'> - <input type='hidden' name='checkbox_1' value='checked'> None of the above worked! Please kindly help Sincerely, David
Choosing contacts to synch with Outlook
It would be great if you could filter or choose the contacts that you want to synch with Outlook. We have multiple divisions in Zoho and certain users would only want to synch their divisions. Patrick McPherson
creating custom CRM View
Is there a way to create a custom view for contacts and filter by searching for an empty field. Basically I have a field in CRM, and I want to find all the ones that have not been categorized yet and update them. So I need to create a view that basically says: "Field" "contains" "(no data)"
ZOHO Sheet View for Activities
Hello is there a way to add ZOHO Sheet View to the Activities tab for use on Events? The funtionality is required to populate the the data of a large number of Events in a timely manner. Many thanks Moderation Update: We have another post capturing the
Can We Change Displays Fields for Member Account List?
Under an Account in the Member Accounts section, it displays the member account's name and the field data for phone, annual revenue and website. How can I change the Member Accounts display fields to show different field data such as email address and number of employees? thanks chris
Sales report
Hello, I want to make a matrix report of the Won potentials by product name and account site, but the customizable column heading just offers me 3 possible fields, which is pretty disappointing Can you help me?
Edit page layout bug
Hi Nothing happen whan I drag a field from "Available field list" to "Selected field list". Because of that, I can't reselect a field that I hide before Can you help me?
Quote customization bug
I am trying to customize an inventory template ("Quote"). When I use the tag ${Accounts.Parent Account} I get the 'Account Name' instead. I believe this is a bug, can you confirm it or post the correct tag please?
Use of Lead Name in Email Template
Trying to create an email in CRM to confirm receipt of lead information. Would like to use "Dear Mr. Jones" - however, "salutation" is does not appear to be a field available to the email template. So have to use "Dear Bob", which is a little too informal. Am I missing something? Thanks Steven
The Russian language
All greetings! When will the service be available in Russian?
Exporting Invoices from Zoho CRM to Quickbooks
I am currently working on a setup to export data (ie. Invoices, Purchase Orders, Sales Order, Product. etc) using excel into Quickbooks. Has anyone here successfully implemented such a process? Would like to collaborate/share ideas with others on this process. Any one interested in doing this? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.html
Why no response to my posts???
Why are the moderators not responding to any of my posts and emails anymore? I noticed that Rishi went right up in order and responded to every CRM post, but skipped the 2 from me??? I've been a Zoho fan since I joined and my posts have been nothing but positive. I don't get it... Regards, jsbowie/jamessb9
Convert Contact to Vendor
I imported thousands of contacts from another database into Zoho CRM and a couple hundred are vendors. Is there a way to convert Contacts to Vendors? Or do I have to convert them one by one?
Bulgarian language support !
Translate Zoho CRM menus and forms in Bulgarian also, please.
Date Format Correct in 'Form View' but not in Email Submit
I changed the date format to dd.mm.yy and they show up fine in the 'Form View' In the SendMail, I have the current date being placed in the Subject Line of the email. That format shows up incorrectly as dd-MMM-YYYY. I am trying use the date in the email subject line as a faux order number. So if the above isn't possible, is there a way to assign an ID# to each entry? Thanks, Jim (Form Name: Advertising_Form)
Workflow on lead creation does not work
Hello I am trying to send an email everytime a lead is created and it does not work Could you please help me ? Thank in advance
How to convert Potentials?
Hi, I am relatively new to CRM. My organization is creating a website that has members. We want to use Zoho CRM to track all of our leads. Once we have contacted those leads we would like them to turn into Potentials (as well as Contacts and Accounts). Once we have "Closed Won" the Potential it would be great if they would turn into Accounts on a specific Product (we only really have one product at this point, membership in our site). This would allow us to easily track the number of accounts that
Not a bug for say but a useful feature
Hello, On should be able to create a campaign using leads that are already in the database.. It is a serious functional omission not to provide this capability. It would be mute if all leads of a campaign turn into immediate clients but, often repeated campaigning is needed to get to that stage. Thanks for considering this request. That request was made a few months ago, I believe. Best, MH
The feature request forum is locked. Why ?
It is too bad that this forum is closed. Adding suggestions to improve the product or simply to express a wish or two is important. Where should we put our suggestions ? Thanks MH
Table columns cut off in pdf print
Hello, When trying to pdf-print a three columns table the two right columns get cut off. After a lot of fiddling and many time consuming pdf exports I usually manage to find an acceptable table layout that gets printed with all borders, but this is too enervating after a while due to the very random results. Preview Button works fine, but PDF printing of tables is hard work. (Firefox 3b5 Ubuntu, Firefox 2 WinXP) Any hints/workarounds? Markus
new free CRM offering + business network
zoho users... there is a new free contact manager and CRM offering... which also incorporates an online business network... www.octopuscity.com, for those of you that are interested, just thought i'd mention it. :D
Price Lists
Hi everyone hope you can help. Can I set up price lists to mark up products by a percentage so that any changes in cost price will be automatically reflected in my selling price? Thanks, Andrew
Use of Lead Name in Email Template
Trying to create an email in CRM to confirm receipt of lead information. Would like to use "Dear Mr. Jones" - however, "salutation" is does not appear to be a field available to the email template. So have to use "Dear Bob", which is a little too informal. Am I missing something? Thanks Steven
Use Lead Creation Date in Report
Trying to generate a report showing the leads created by day. Using a summary report and grouping on Creation Time - of course, since no two leads are created at the same time, the grouping is useless. How might I use the Creation Time field to get Creation Date - is there even a Creation Data Field? Thanks Steven
Can CRM be CC'd on emails?
I'm new to Zoho, but wondering if there is a way to CC emails to clients to the CRM system on Zoho. I have a friend that uses highrise and she said that is the feature that she likes....I guess you cc or bcc your CRM and it logs the contact, and puts the email in a note. That sounds like a nice feature. Since I'm trying to use Zoho, I'd like to know if there's such a feature here.
Event Autopopulate
Is there a way to have an event autopopulate the end date and time once you input the start date and time? It would be nice if it would autopopulate the end of the event on the same day as the start of the event, and if we needed to change it we could. Or at least adding a feature to make that optional. Thanks.
the Email-bases Cases?
Hi, Now all my cases are email-bases. There are not so much information in the wiki. Could you tell more about the Email-bases Cases? Thanks.
e-mail templates
Hello. I want to report a failure of the e-mail template system. When i configure a template, the system aske me to select a "sender" adress, and a "respond adress". But, when i´m going to send the e-mail, that "response adress" is anywhere, and the send adress cannot be updated. What can i do? frueda30
e-mail templates not generating field data
I created an e-mail template for alerts. The only information I seem to be able to get embedded in the e-mail is Account Name and User Name, I don't get any of the other fields. This seems like a bug to me. === Here is an example template: === A Potential has been created or edited for account ${Potentials.Account Name} Summary info: Name ${Potentials.Potential Name} Stage ${Potentials.Stage} Next Step ${Potentials.Next Step} Amount ${Potentials.Amount} Subscriptions ${Potentials.Potential Accts}
Restrict Accounts by User?
I am trying to figure this role based security out and having an issue. We have a sales manager who owns all the accounts and we want to give 2 project managers access to just 4 of those accounts (the ones they manage). They should see anything but the 2 accounts. Can I do that? How?
Any successful e-mail templates?
I've created e-mail templates that use the data fields provided by the CRM for reporting account, potential and leads data. I am not getting much success in getting information other than company name. Does anyone have an example e-mail template that successfully incorporates data fields?
cases
Hi, I am unable to view the Cases tab. I am the administrator. Can anyone assist me? Thanks + Regards
Edit Notes Layout
Is there a way to edit the notes layout? When in detail mode, viewing a notes detail, I'm not seeing the Contact information associated with that note, not am I seeing the Account information associated with that contact. It'd be nice to adjust that layout to make the notes more user friendly.
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