Search for duplicate leads should not be case sensitive
When searching for duplicate leads the search should not be case sensitive. In other words, searching for first name is "david" should return "David" in the results. Otherwise it's too easy to miss something - many people filling in forms will use all lower case letters.
Adding field for "Suite #/Apt#" in the address box
I added a 2nd street field for suite # or Apt # in the mailing address box, but then noticed that when I sync it with outlook, that field won't sync. Now when I go to write a letter via mailmerge in Outlook, none of the suite numbers are there for any of my 2,200 contacts. Is there any way to map the fields sync'd with Outlook? PS - Adding a categories field to map to would be great too! thanks, JB
transferring contacts from File Maker Pro
Good Afternoon, Does Zoho accept File Maker Pro files? Thanks so much. CRM ZOHO
TAsk report
Hello, On the task report, I would like to see the account and the contact for each task/event shown in the report. Thanks, Nils
Template copy
Hi, How can I copy templates. I need to have templates in diferent langages, so I would like to copy the Quote, invoice templates. Thanks, Nils
Company details
Hi, I need possibility to add more fields on the Company. These are necessary for invoicing matters like VAt code, Banking information like IBAN, aso. There is no field list for Company details. Thanks, NIls
Hello From Arizona, USA
I am reviewing this software on behalf of clients and as a potential partner for the International Sales Pros Association. I have been looking for a powerful collaboration tool for some time and so far ZOHO seems to have most of what I need. If you want to learn more about either myself or the International Sales Pros Association, you can learn more here. Michael Goodman Executive Director www.internationalsalesprosassociation.com or www.gosalespros.com theflyingg@gmail.com
Error: ViewCustomViewList.do?module=Notes
We're struggling to add account name or company name to the notes display. Adding custom fields/ lookup fields etc has been a lesson in frustration. To cap it off we're getting errors: Sorry, the page you have requested was not found. Please check the URL for proper spelling and capitalization. If you're having trouble locating a destination on Zoho CRM, try visiting the Zoho CRM home page. Go to Home Page dgdlux
Any way to submit information to be attached to a Contact?
Is there any way for an external system to submit information to be added to a Contact in Zoho CRM? My preference (I think) would be to add a line or two of information to the Description field of an existing Contact. A second option would be to add a Note, Event, or Task to an existing Contact. E-mail address would be the preferred key to select the proper Contact.
Notes Field
Why is it that I can make a note in every tab except products? It would be great if I could make a note in a product, and link that note to the associated Account tab or Contact tab via "Lookup" fields when filling out the note. James Bowie
Leads
I have a list of over 100 leads. I am working through them in alphabetical order by company name. When I try to click on the right arrow at the end of the list to see the next 50 I haven't yet been able to do it. Am I doing something wrong? Russell
multiple addresses for contacts not well supported in sendin
mulitiple email accounts for users CRM does not allow user to choose between multiple email accounts for a contact... meaning mail@mail.com and mail1@mail.com Only mail@mail.com is available in send options in CRM mail interface Needs to support more than one email using CRM mail account dgdlux
field data transfer
Hi all, several times I created new lead/contact/potential field. when converting the lead the data was not automatically transfered, with the result, that the data in this specific field was lost. Is it possible to transfer data while conversion from lead to contact at all? Thanks for your help Jens Jens jdzoho
Suggestion for Revenue Projections in "Potentials"
In my business (Real Estate), we may get paid on each deal that we close in two parts. The first half payment comes usually months before the second half payment. Can we add a feature into potentials to account for the fact that when the deal is closed, the payment may come in parts? That way we can use it to forecast revenue more consistently. I'm sure there are other users out there that receive payment the day the deal closes or receives payments in parts. You could set it up in 6 fields: Estimated
more issues
So, I've solved the mandatory last name issue by adding an "x" into that field for all the leads we do not currently have names for. However, when looking at the Leads listing, I don't seem to have the option of viewing them alphabetized by company name. It only recognizes the Last Name of the person attached to the company name. Help please. Best, Ed Edward Preston
email
Hi, I would like my name to be on the emails I send from CRM, not just my email address. Is this possible? Perhaps you could add a field under 'user.' Thank you. J Smith smithworldwide
Create list of Customers suggestions
We have some software products and our customers are all the time making one or more suggestions to improve our software products. These customers, as well some other potential customers (other Accounts), most of the times, give the same suggestions. So we would like to create a list of suggestions and then, for each account, pick one or more of the suggestion�s list created. One way would be to use the �Cases� and it would be just fine! But in that way we must write the suggestions over and over
Cannot change Case Owner if there are double quotes in Subje
I had a case with double quotes in the subject. After clicking the "Change" link next to the Case Owner in the case, I selected a different user and clicked "Save". Nothing happens, and I receive and "Error in Page" message in the IE toolbar. When I changed the double quotes to single quotes, it worked fine. tg
Potentials revenue
Is there a way to calculate company revenue on a sale vs individual revenue. For example, if I sell a product, my company records a sale of $100, but of that total sale money, I get 50% as a commission. How do I enter that information in to have a revenue forecast for both the company, and myself? Jim
Zoho CRM Outlook Edition
Is there any way to sync with Outlook automatically on a given schedule? Can an email in Outlook be added to a case? Thanks jh jhilkey
Email integration a la Relenta CRM?!
Any plans to include ability to send and receive email as an integral part of CRM, the way Relenta CRM does it?
Outlook Sync Suggestion
Has anyone already mentioned how absolutely wonderful it would be if we could map the Outlook "categories" field to a field in Zoho CRM when syncing? Furthermore, maybe have the option to customize field mapping when synchronizing from Outlook to Zoho? James Bowie
formulas
Is it possible to create formula fields? If not, that would be great feature to have. Also, ability to use scripts to interact with other services via api would be great also. Thank. Alex iSold4Cash
AWESOME+++++++
Again, AWESOME+++++++. I haven't begun to utilize the power of this application fully yet, and already I can see serious potential. I WILL need to upgrade as my salesforce increase, but for now...... Kudos, to you and yours, Roger Pierson rogerpierson
Stage descriptions
After creating a new Potential in an Account, we can edit this Potential and set different Stages in time. But I would like to keep the date and description of all the contacts made with the account during the evolutions of the stages... How can I do it? P.e.: 25 SET 2008 - "Phone call to secretary. Obtained cell phone of John Smith. He's the one who may be interested in product. Contact him in 3 October." 3 OCT 2008 - "Contact made with John Smith. Interested in a meeting to see product." 10 OCT
Contact roles bug?
THIS "BUG" IS RELATED TO B2C CUSTOMIZATIONS ONLY 1. I create an opportunity 2. I try to add "contact roles" to this opportunity 3. No contacts are found :( 4. Now I go inside a "Contact" 5. I link this contact to an "Account". 6. I go back to the opportunity, link it to the account 7. I can now add the "Contact Roles" ----> Therefore, the "bug" is that under a B2C use of Zoho CRM it is impossible to use the Contact Roles as is. Any workarounds?
Evaluation of CRM
Hi, I am consider the following CRM 1. vtiger 2. zohocrm 3.salesforce.com 4. salesboom.com Kindly inform me on the features that they have and why we should select zohocrm. We are based in India and need a 25 user licence. Noor Haji
bug: You cannot create more than 50 Text Custom Fields (or 4
"You cannot create more than 50 Text Custom Fields" Struggling to create a lookup field for the Notes view (Lookups don't appear to work) I stumbled on another bug. CRM complains "You cannot create more than 50 Text Custom Fields" So I deleted one. That should mean that I now have 49, right? Wrong. I got the same error after deleting a text field and then trying to create a new one. And, since there is no one place to show all of my custom fields I have to dig around in all of our modules to find
mass mails: show count for the day
mass mails: show count for the day I need a running count of the mass emails being sent out and, as admin, I need to know WHO is sending them! dgdlux
"Next" Arrow jumps to random alphabet
I noticed that every time I press the "next page"-arrow (for instance in the Accounts module) - although my view is "All Accounts" - the page jumps to some random alphabetical letter causing the output to be < no Accounts found >. So each time I have to click "All" and try again. Then it works... This happens in every module. Regards, Eleonore
Sharing my Calendar
Is there a way to share my calendar with my junior sales person so that she can view my calendar and schedule appointments with prospects? She should be able to view available time slots and have the necessary permissions to fill those slots. Chandresh
lead problems
One of my collegues is having issues when setting up leads. He cannot enter a company name in the compulsary field dispite being able to do this previously. Also, he cannot send emails from within leads dispite being able to do this previously. Can you help. John Moore
Converted Leads list/Edit/Del inconsistency?
Not really sure if this is a real bug, or just confusing design. In the Leads module when looking at Converted Leads and I click on a Lead Name the following message appears: Oops !!! Lead has been converted already. This Lead is already converted. When clicking on the word Edit next to a Lead Name the edit form appears, containing all the Lead information. However, if you change any information and try to Save the following message appears: Oops !!! Lead has been converted already. This Lead is
adding users
How do I add users to my Zoho CRM? js
Mapping
It would be great to build some, say, PHP/JS code like so... http://www.business.zoho.com/vo/map.do?contactid=132424 You could even do the same thing for "Contacts" or "Leads"... plot them ALL on a map... and gain invaluable data. kyle.olbert
auto populate
Hello If I add a custom field can I auto populate from another field on the same page like an address? Aaron Landsberger
How is outlook category handled in CRM synch?
Greetings, I've not found any documentation or trace of my outlook category information being transferred to my CRM database. Please tell me how I can get better control/display of the outlook categories in Zoho CRM. thank you Dennis dgdlux
Back-buttons
When in an Account's details page it would be practical to have a 'Back' button that brings one back to the previous listing page. Right now one has to click again on "Account" which brings back to the first page, but not necessarily to the previous page.
hallo
hi Adam! thank you for your mail. i want the list of characters at reads & accounts English to Japanease. ex) A,B,C,,, => あ,か,さ,,, 石井
need help tracking multiple campaign responses
I am looking for suggestions about how to handle a problem. We have a raw mailing list of about 3,000 people. We're not importing them all as leads yet. We are mailing all 3,000 people something every month this year. Mostly they will receive a postcard, or an envelope containing a gift certificate voucher. To register for the gift they are directed to a Web page (a different page/form for each mailing). When they fill out the form (a Web-to-Lead form) they become a Lead in Zoho CRM. We have added
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