dialer
how can I enable a dialer called snap:// instead of skype? Sergio Onorato
Zoho featured on Digg.com
Zoho has been featured on Digg.com -- the title of the post asking "Has Zoho Got Google & Microsoft Beat?". Decided to post this and say great work on your services thus far -- though I think you may need a faster server =) Link: http://digg.com/tech_news/Has_Zoho_Got_Google_Microsoft_Beat
mass update
Hi there. Is there supposed to be a mass update tool for Invoices. If yes! then it has disappeared now and my data entry clerk says there is new tab called "change owner" We will need the "mass update" as it is very useful. simheswara
browzer
Wish to ask which would be the browser to use for ZOHO. I had problem with Firefox and Internet Explorer. Now I am using Netscape. Better but still one or two issues. simheswara
Tasks
Priority doesn't sort correctly. High is sorting ahead of Highest larry
Importing contacts problem
Hello, When I try to import my contacts from outlook, every contact with a "company" field gets automatically added to my Accounts tab. Can I change something so that these accounts are not automatically created, and are just created only as contacts? Arjun Verma
Problem using workflow rules with potentials
Hi I am trying to create a workflow rule that assigns a task when a potential stage is changed to '1st appointment'. This is what i have created for the workflow rule: 1.Created a workflow rule for 'potential' record types 2.Execute this rule when new records are created and existing records are edited. 3.Stage contains 1st Appointment 4.Rule is active 5.Created a task under this workflow rule for 'potential' record types 6.Created a task under this workflow rule with due date of 'WFRule Trigger
Ability to format numbers with commas
1. When using the "integer" option for adding a field, is there any way to make it autoformat to add commas? 1a. example: if you type "1000000" and hit save, it would display "1,000,000" 2. What about the ability to add decimals to an integer? 2a. example: if you type "1000000.25" it would display "1,000,000.25" This is similar to the currency system that is already in place.
Reminder missing in Create Task
When I create a new task, it is missing the fields for reminder date and time. The 'how-to-Activities wiki actually shows the picture of how it should work, but I don't see it! Chandresh[/img]
How to Import Tasks and events
Hello, I'm facing a problem during a migration to import tasks and events from another CRM system (Sugar CRM). In the import field matching page, I have two fields WhoId and WhatId to, apparently, connect the imported task with the related contact and / or account. If I match the WhatId field with the contact or account id of my previously imported contacts and accounts, it seems to work, but the result is somewhat odd : If I check a contact, I can see the related tasks, and click on them. But once
Quota Module
It would be a fantastic addition to the zoho crm package to have a quota format for the number of calls, emails, appts, for a particular client by a particular person. This way I could keep track of who is working and who is not and it would give me some assurance that they would in turn be on target or off for their sales quota. I could pull up a dashboard report daily to see if I'm going to make the companies sales quota for the week, month, quarter, or the forecast for the year. This would be
Limited access to some of Lead/ Contacts
Most of the Leads and Contacts in the company CRM are visible to all users and we want it that way. But I want to share some selected leads only with Admin level users. Is there anyway that I can specify the user access to a new lead while creating a lead? Ramu Veerappan
"Approve Leads" Link
Hi Guys, We love your CRM. We need to approve leads every day and would like you to ADD an "Approve Leads" page link from the "Leads" or "Home" Page. You can currently only get at it from the Setup Section. Marketing Staff should be using the "Approved Leads" function from the Leads Page. Any chance you can change this? I put this request in last year and it seems like an easy one to complete :) Thanks, Barry Barry Ross
Sharing calendars
I am currently evaluating Zoho for the purpose of sharing vavious peoples schedules/calendars. Can I add a new calendar to my ZOho one? rkulpa
Problem / Not sure
Whenever I look at an email I have sent in the record, the container expands well past the edge of the screen and the rest of the window withens / greys out. There is no visable button to return to the record either. Any ideas on what might be happening? Steven Groves
email templates not visible to ADMIN
I cannot see email templates once they have been placed in private folders. As ADMIN, I am supposed to be able to see them, however, I cannot see them unless the user specifically gives hares the folder with other users, and then I can see them. steve_ami
Receipts
I know you can create invoices in CRM but is there a way to create a receipt dependent on an invoice. I could use this to fax/email my clients proof that they paid and I could also pull a report that would show gross sales for a month.
Chandresh From NYC
Hello Everyone, This is Chandresh from NYC. I have just started using Zoho. We currently have 7 users in Salesforce.com, and I am comparing them side by side. Hopefully, I will start a blog to record my results and let you all know. So far, in just a few days, I have been very encouraged by what I have seen, which is why I am posting this and taking it further. If all works out, I will let the current contract with salesforce run out and switch Chandresh
Web-to-Lead Field Question
I have a field that we input the date we get the Lead, this can be different the the created date when we manually enter a lead. We use the web-to-lead form to get our internet leads, is there a way to have the "Lead Date" field propogate with the date of submission automatically? Thanks in advance for your help. Josh
Why can't I map a custom field to a standard field?
This would provide some useful flexibility. For example, in Contacts you have a standard field called Department. But the Leads module does not have a Department field. I have department information for many of my leads (people working at colleges and universities). I can add a custom field to the Leads module, but then it won't let me map that field to the Department field in Contacts. Is there a way to resolve this problem so that I can import my leads and keep the department information?
Customers mailing list
I want to start a mailing list to our customers and I would like to get all the email addresses of our customers from the Zoho CRM... So, I have hundreds of ACCOUNTS and each ACCOUNT has a few CONTACTS but only part of them are CUSTOMERS, that is, only part of them have the field ACCOUNT TYPE = CUSTOMERS. How can I do it? So: GET ALL EMAILS FROM ALL CONTACTS FROM ALL ACCOUNTS (WHICH "ACCOUNT TYPE" = CUSTOMER) Thank you
Data Loss in Lead Conversion
Hello, When converting Leads we are seeing data loss in specific custom fields. * Zip 1 * Zip 2 * Zip 3 * Password These fields are not passing through to 'Contact' once converted. Please review and advise. This is a critical component of our business and we are unable to convert Leads until this is resolved. Thank you Zoho Team. Tim Mancuso - Director Global Sales MyREALTY.com, Inc. tmancuso@MyREALTY.com MyREALTY Admin
Sending Invitations for events in zoho CRM
I would like to put on a webinar for many of my leads already in zoho crm. How can I send them an invite and track the people that would like to attend. Is that a current feature of zoho crm. If not, I would like for that feature to go on the roadmap.
Spell Checker problem
Whenever I use the spell checker and click 'finish' the text from the message is repeated - I have to edit it before I can click send. Is this a known issue or is it just me? Steven Groves
outlook synching fails
I've deleted and deleted a few contacts from Outlook a number of times but every time I synch with Zoho the contacts are there again. Should I mention the stack of errors in parsing from Zoho? I'm really hoping that the next v. of the synching tool is a lot friendlier to busy people. dgdlux
stage probabilities not matching amd stages not ma[ping to p
Can you have a look - my case probabilities aren't coming through on reports, adn the home pipeline funnel is showing wrongly. Thanks, C crawfurd
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Reports - Summaries
I've tried using the summary report and haven't been able to do the report i'm looking for. I would like to have a TABLE show me counts of my leads based on Lead Source. Can I do this without putting the report into Excel? I don't need to see the actual records, just want to have it show the counts. Thanks!
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duplicate data in note reports
Here are the column headers: Destinations Account Name Industry Title Note Content We want only unique notes from that account but as the account has multiple contacts in the account we are getting stacks of the same note in our reports with only 1 in 20 unique note. How do we fix this? Dennis dgdlux
after merging Contacts notes formatting is gone
I had a very nicely indented description of a contact and then after merging all formatting was lost. Please consider an XML or Html base for the notes and maybe even just concatenate the notes when merging. thank you Dennis p.s. My current notes for CRM are here: Google Notebook Zoho CRM Last edited March 24, 2008 More by dgd ยป Sections: * search results * Events * customizing * Linking * Notes * Reports * Reference Videos * Tools * UI * Outlook Plugin * Bugs * Cons * Pros * questions * Wishes *
Ability to delete/redefine lead fields
Post #2 Zoho CRM will do everything I need it to do with the exception of deleting some of the fields that are presented. How can I delete these fields and create the custom fields I need? Thanks in Advance for any responses. TNHS
Creting a report for Leads created
Hi... I wish to count the number of leads that are created on a daily, weekly, monthly basis... I have tried my hand but could not really do much... Would like to have filters for time period and User (or all) Any help will be appreciated Thanks, Aseem
Accounting
Are how poeple using ZOHO crm with an accounting software. ZOHO crm is great but i need to incorporate it with some sort of accounting program. Anybody have any ideas?
field copy
Hello, How can I mass copy one field to another. For example I created street1 so I could bring the data over when I converted a lead so how can I copy all the data in field 'street' to field 'street1' Aaron Landsberger
Exporting Customized Reports
Once i customize a report, the Export button goes away. For instance, i am running the "Leads by Ownership" report then customizing it to show an individual sales person's leads (which I feel I should be able to do from the main view of the report but I can't) and when that report is run I can no longer export to xls or csv or pdf or anything because the export button is completely gone. -eric Eric Wilmeth
Lead sent to same persons
I need ability to send SAME lead to MULTIPLE persons I am a lead aggregator and this is critical. Joseph Stevens
Software Update Status
Do you have confirmation on when that update that was scheduled for last weekend is going to actually go live? Thanks, James
tasks
when creating a task and a email is sent include the info with it. i.e. when i create a task for a lead the lead info should be emailed as well Evan Marcotte
i can not change the companie logo
i need too change the company logo but the option to change it not apear, what shoud i do? CdC Holding S.A. de C.V.
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