email content scare!
I sent an email and then cked the 'email content' in Zoho after sending. I saw: My message ... And then this! ${User.First Name} ${User.Last Name} ${User.Email} ${Organization.Organization Name} I freaked! I sent a test email to myself to see if this was a new bug but the fields were populated properly, thank goodness. I want to see exactly what was sent in an email with all fields populated. thank you Dennis dgdlux
Hebrew translation
This is a great system !!! I will be happy to offer it to my clients ! Do you have a hebrew translation ? If not please send me some info about how i can translate your great system to hebrew !!! Waiting for your reply . Ron ozery Jobhunt.co.il group.msp
Re: Merger of main Zoho Apps
Hi Guys, I am just wondering I work for a small organisation that is involved in Project Development. So I have been tinkering with all your different Apps to see how we could roll this out as our main system. Right now we are able to use a single login to access most of your Apps in one hit. From out point of view the merger of Zoho Mail and Zoho business is a step in the right direction. I guess being a user of Zoho CRM the added functionality of Zoho Mail, Zoho Projects, Zoho DB, Zoho Meeting,
Web-to-Lead
I've been using the web-to-lead and have a question.... 1. Is there anyway of formatting the auto email I receive with the entry information from the web-to-lead? Right now, it comes in a random order that is not easy to read. Thanks, Josh Also, when is the new version being released?
Web to Lead _ Salutation
In a previous support ticket (#2017790) I had received a fix for the salutation field in web to lead. "Sorry about that. Its our bug. We will definitely fix this in our next update. In the meanwhile, as a workaround, kindly replace the field name "Salutation" (ie., you have to replace the <input type="text" name="Salutation".. to <input type="text" name="saltName"..)in your web form to "saltName" and then try creating the lead. It will work. Kindly try it and let us know." This worked for a while
problem importing invoices
i want to migrate my old invoice data from excel to zoho crm,i can't find any setting by which i can do it.Please advise, how can i do it ? Saurabh
Approving leads from web.
It is not clear how one approves a new lead generated by web form after the email is sent. danielrluke
Validating Fields in Web to Lead
Has anyone found a way to validate form field requirements (i.e. required fields, data types, etc) in web to lead. I have set the required validations in the form script and it works fine if I have the form handler email me the results, all validations are performed prior to emailing me the results on submit. However, when I replace the form action with the web to lead script, the validation does not happen. Is anyone else having this problem?
OneCare detects JS/Xilos Virus on your Help page
When opening up the help for your CRM, Windows Live OneCare alerts me that the JS/Xilos virus has been found. zoho.david
still persistent synching error problems with outlook plugin
We're still getting persistent synching problems and the Zoho pluging is NOT telling us how to fix it or allowing us to accept all errors and continue... Synching is a very time consuming and frustrating process. dgdlux
Tailoring
How do I change field names? We don't use ZIPs we use Post Codes, We don't talk about Mailing or State and this is a business app so I don't care about birthdates and so on. How do I rename/get rid off these fields? And why isn't such a key start-up job obvious? Brian Smith
Web to Lead - Broken again?
Hello, I've just noticed an issue with the Web to Lead feature. This might be a configuration issue on my side. Not sure. I have not changed anything for months. The email confirmations are working correctly but the lead data is not getting stored to the CRM DB. Ugg! Here are the capture pages in case someone needs to look at the code: www.solargies.com/solarcontact.htm www.solargies.com/contact.htm Thanks, Daniel
attachments to accounts: option to download all into zip
attachments to accounts: option to download all into zip We would like the option to download all account/contact attachments into a zip. Please include this option in the next possible update to Zoho CRM (which I hope will be VERY soon)! dgdlux
using edit event from calendar returns blank event
using edit event from calendar returns blank event This is most decidedly a bug. Please address and advise. thank you Dennis dgdlux
Web-to-Lead
We have started to use Web-to-Lead and have two questions: 1. Is there a way to see the leads that need to be approved when you logon on to the Zoho CRM without having to go to the Setup>Approve Leads? I'd like to ad it to the HOME Tab. 2. Is there a way to add spam proofing software to validate the entry so a webot can't just keep submitting the form? Either we can use a 3rd party software or Zoho CRM can add that as an add-in. Thanks for your help.
Can't change contact to none
I have a potential lead. I have the wrong contact associated with this potential opportunity but I am unable to delete the contact associated with it. Does anyone know how to delete contact from a potential lead. Thanks, David David Levitt
link, lead vs opportunty
Why is impossible to link a opportunity with a lead? you 'ld do a quote to a lead as a compte! Sollat Stéphane
Zoho Sheet View
When using ZOHO SHEET VIEW for Contact, I am not able to update a column i have called Actual Date in Text. When I type for example 9 October 2008, it appears as 10/09/08. Why is this? but if I were to go individually and correct the contact it is ok. simheswara
views missing: new bug?
I've created views recently, saved, edited, saved and edited in spread sheet view and then the views are gone! This has happened twice in the last 24 hours. dgdlux
changes made in sheet view are not being transferred
After 20 minutes of successful use of sheet view in CRM with changes being transferred... Sheet view has stopped working. changes are not being transferred. I killed the browser. Reopened. Cleared the cache. No joy! dgdlux
Form Error
I tried to include a fill out form on my site. Everything looked fine except for the arrangement of the items. It appears that any new fields are listed on the bottom of the html coding. I tried to insert a sentence within my code received this error when I test out the form to see if a lead was generated or not "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
editing event details from calendar returns blank event
bug: editing event details from calendar returns blank event I clicked on edit for event A in the calendar. The edit event form is returned blank! More here: http://www.google.com/notebook/public/12258311066787857601/BDSW6QwoQu4zvlOUi dgdlux
on search return events in order of occurrence old events at
on search return events in order of occurrence It took me way too long to realize that there were more than the then 10 events in the list... more here: http://www.google.com/notebook/public/12258311066787857601/BDSW6QwoQu4zvlOUi put the event dates in a sortable column and default the old events to the BOTTOM of the list! dgdlux
merge duplicate events
I've got five duplicate events... I don't know how this happened but I need to get rid of the duplicates. Please provide a tool to do. dgdlux
No response to any of my posts in the last weeks
Thank you for your valuable feedback.We will review your feedback and get back to you within 24 hrs. dgdlux
Event Details option to view in calendar
I would very much like to view an event in the calendar without having to dig around in the calendar... I search for an event. Zoho returns event in a list I click on the event It opens in text view I would like the option to view it in the calendar with a button that would take me to the calendar showing me that event. dgdlux
I need some help to make a bell ring on a big alert email
Hi Guys, How can I find a clever chappy who can make a bell ring in our office whenever a 'big deal alert' is sent. If the sale is $1,000, one ding. $2,000, two dings. It would be very cool! I've got an old fire station bell that I want to connect to a relay. If there is someone out there who can write the code please let me know. Cheers, Anthony The Click Agency Sydney, Australia
reports need a descriptor field and...
descriptor<why the report was created and for what purpose and maybe even a how creator field< who last modified<when headers footers and... a clone tool to make it easy to generate similar types of reports for different types of accounts. dgdlux
time stamp bug all years whacked out to 2795!
Bug. After synching tasks I noticed that many of my older tasks now have a due date in the year 2795! dgdlux
new account creation error: emails with blank spaces at end
If I try to add a new contact and have a space at the END of the email (from copying and pasting) Z CRM rejects email as invalid. Please include a blank space remover at the beginning and end of email fields to avoid these kind of copy and paste errors. thank you Dennis dgdlux
poor duplicate finding ability
CRM can't see that ABC company is the same as abc company or Abc company Please correct this in future updates. dgdlux
ZohoCRM Outlook Toolbar and Zimbra Outlook Sync
Please be advised that I have tried unsuccessfully to install both the Zimbra Outlook Sync Connector and the ZohoCRM Outlook Toolbar don't work in the same installation of Outlook 2007. Apparently Zimbra's Outlook Sync (the newest one that works with Outlook 2007) and ZohoCRM's outlook toolbar don't get along. Outlook fails to connect to the Zimbra server when the plug in is installed. Please advise. lewisschiff
need help: using outlook contact lists or categories with Zo
I need more control over my db of contacts for mailing lists etc. Zoho only supports ten custom ck box fields and we've used those. Zoho doesn't appear to support Outlook's categories. Zoho doesn't appear to support synching to sub lists in Outlook's contact lists... --for example: I created a new folder in My contacts, I moved a sample contact to the new folder, modified the contact and then synched to Zoho. My modifications were not synched to Zoho. CRM outlook preferences do not have an option
synching email options to zoho
I want the ability to choose from zoho contacts the contact(s). Now it defaults to the person who sent the email... this email could be forwarded from someone else and it needs to be attached/ synched to someone else. Please provide this functionality in your next updates. dgdlux
zoho email synching and formatting
After synching outlook emails to zoho the emails themselves are very poorly formatted with users having to scroll left and right incessantly to read the email... Please set an autowrap for the text in the email text area field or some other pretty formatting function. thank you Dennis dgdlux
Customized Fields Replication
I customized several fields in "Leads." There is an option to have the customized field created, at the same time" in "Accounts", "Contacts" & "Potentials." I checked the appropriate boxes and finished my edits. I then went to "New Leads" and visually confirmed the new customized field. I entered data into this field and eventually converted the "New Lead" to an "Account" and "Potentials" but the text data in my customized field did not appear in "Accounts" or "Potentials" Does anyone know why. What
Can't Email Leads
Can't send emails to new leads generated via web approve. I am a paid subscriber and this function worked for me a few days ago. Tom Armstrong support@narrative1.com
Stuck leads page
I was in the middle of creating a custom view for leads and got an "Error in Custom View" notification which makes it impossible for me to check my leads, at all. What should I do? vbangerter
New Release
When you guys are going to release a new version of Zoho CRM? I was checking in many posts you mention that new features are going to be implemented in the next release, but you do not inform when will happen. Can you tell us?
Phone Field has magically turned into a hyperlink
I moved some field around in the edit page layout including the phone field. Now this field has a hyperlink line under it and no matter what I do I cannot seem to get rid of the hyperlink. Any thoughts are appreciated. David David Levitt
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