task due date: year 2795
Errors in synching task: Zoho interprets a monthly recurring task and sets the due date year to 2795. Can't find a pattern to this particular problem but I have seen it in the past with the year being set in 1975... dgdlux
UI improvements
The ZOHO interface benefits from the AJAX being used; however some suggestions: ** Some things are more important on a page than others. SEARCHING in contacts or EDIT is very important, things like DELETE, CLONE, PRINT PREVIEW, FIND DUPLICATES are less important. The Navigation should reflect this. ** EDITING Contacts It might be good to offer a double click to edit a field, rather than hit the EDIT button? This would be true "Edit in place". ** Title bars on content too dominant It is not "Contact
B2B Lead entry
If I want to enter a Business to Business lead (I'm getting the info from the yellow pages), and the Company is Mandatory, can I make the "Last Name" not mandatory?
Outlook Integration Feedback & Suggestions from a new user
Hi - In general very impressed thus far playing with Zoho CRM. However, a couple of urgent requests: ** Respect the PRIVATE toggle in Outlook records. Because I have all my personal and business contacts in outlook, I dont want these uploaded to Zoho for other users to see. I can seperate my business contacts into a seperate Contacts folder in Outlook, but then I cant sync effectively with my mobile phone or Blackberry from Outlook - so I then have the problem of duplicate records. Please give the
Outlook Plug-In Functionality
What would be incredible would be to be able to send an e-mail from Outlook to a number of places in Zoho CRM, such as Accounts, Potentials and Projects. Thanks, Phillip
I need to see what standard users see
I need to log in as standard user to verify that standard users are not viewing sensitive data. How do I do that? I don't want to buy another subscription AND I don't want standard users seeing 'stage history' or 'expected revenues'. I want the ability to log in as 'X standard user' and see what X sees. thank you Dennis dgdlux
Danish characters?
Hello Do you have any news about enabling Danish characters in Zoho CRM? It is a every day problem with the missing Danish characters and we waste a lot of time this way. The implementing of other characters in software has now been done thousands of times for the last 25 years and should'nt be a huge problem. I wrote about this matter very often for the last 6 month and you promised to fix it in few months. I have sent you pictures and documentation about this matter, but I hear no news. aquatex
Search fields
Hi, I noticed that searches only cover telephone numbers. It would be handy if you could add mobile numbers as well. Terry Lau
repeat request: sub forms in CRM
The Zoho CRM is pretty good but it really needs sub forms so that business owners can develop their business logic and data models more thoroughly. dgdlux
Customized Search: not sortable by alpha and does not includ
Customized Search: not sortable by alpha and does not include searching attachments or notes. Choose a max of six fields? Need a deeper search. dgdlux
CRM user 'score sheet'
I want a report that tells me which users have made the most edits and additions. Zoho CRM people: please do a screencast demonstration of how I can create a report that shows me who has been 'working most' in my CRM environment. dgdlux
attachment file name length
There is nothing in the UI that says that the file name has to be under a certain length. Please update your UI with the _specifics_ of the limitations for name length AND size. thank you Dennis dgdlux
list view suggestions
In list views, it would be very helpful if one could: - move the alphabetic nav bar to the top of the list rather than the bottom, which requires one to scroll to the bottom of the list to get to the "next" button if more than 10 records are viewed at a time. - make it possible for the list to include more than 100 records - have the system "remember" how many records the user likes to view at one time
description edits with userID and timestamp
I want to know who is editing the description text area and at what time. Please make the descriptions and all text areas more wiki like for version control and etc. dgdlux
How do I delete my Zoho CRM account?
Hiya I've looked everywhere, searched on the help wiki, but I can't see anywhere obvious that I can disable, delete, remove my Zoho CRM account. We do not require it as we've selected an alternative tool. Any help would be appreciated. Cheers, Stephen
BUGS
IN THE SPANISH VERSION OF ZOHOCRM THE OPTION OF COPYING ADDRESS IS NOT WORKING fdh
more then 1 currency???
I there, I am working with a few currencies: Euro Pound and Dollar Is it Possible??? Please advice as I cannot find the options. Thanks, Elad
CRM need a deep search
I've attached a number of support documents with specific coded titles to my clients. The codes and specific searches for the attached documents returns ZERO on search. Please implement a deep search in CRM otherwise finding attachments and information in notes is nearly futile. dgdlux
Multiple Campaigns
How would I track the fact that a lead or contact has been part of multiple campaigns. Basically I want to be able to track the campaigns, and generate lists based upon campaigns that are appropriate to them, and that they haven't been involved in for a number of months e.g. find me the number of leads / contacts that we are taregting for product X, but who haven't recieved a campaign from us for 3 months dbosomworth
Edit Account Settings
I created a new field Server A Text: 40 When I try to add it in with "edit page layout: Accounts" it is grayed out under Available Field Lists. Rick Doerr
CRM Tasks do not show on Zoho Business Desktop
When I add a Task in CRM, it does not appear on my Zoho Business Desktop. CRM Calendar Events do appear on my Zoho Calendar and Business Desktop, but CRM Tasks do not. Also, CRM Contacts do not appear in my Zoho Business Contacts. Thanks! Paul
Additional Contact Fields?
Is it possible to add additional contact fields, or rename the existing ones? For example it would be nice to create fields for "industry" and "company size". Thanks, Keith
Unable to add any more Potentials
Hi! I'm trying to add more potentials and Zoho is not allowing me. The screen goes blank and a blue bar moves along with my cursor across the screen. Is there a setting that only allows a certain amount of potentials? If so, have we exceeded this amount? Thank you! Tonya McDaniel
rich text support for text area fields
Text formatting in text area fields should support rich text. dgdlux
How can I setup different group permission in ZOHO?
We have a head office with another 2 agency office which they have their own managers .I want to set up each office manager so they can manage their office only and see all their staff lead and... and me in the HQ could see all the info in all the offices? Thank you fo r your help
Charts don't work properly
Hi, I've got a report called ITSE Pipeline. The report works fine and generates the results sorted by probability i.e. 20, 60 & 80. But for some reason, the chart decides to display in the format 60, 20, 80. It doesn't seem to get the fresh information from the report Any ideas ? Thanks Simon Simon Earl
merging accounts does not show contacts who will be merged
While cleaning up the account DB I noticed that Zoho does not include in the UI information about the contacts that will be merged. Please address this in future updates. I want to see what contacts are being merged and have the option of editing out those contacts before the merge. thank you Dennis dgdlux
Potential Details reviewing file forward
I need the ability to view my potentials like a file card... one after the other... I want to be able to click 'view next' not click on potentials tab scroll down to next file click file wait for it to open review repeat... The current UI is very time consuming. Please address this in the next update... thank you Dennis dgdlux
sort drop downs by alpha
I'm creating views and the drop downs are not in alpha. Please sort drop downs by default alphabetically. dgdlux
Tasks and Calendar reminder does not work
When setting a reminder in a task or in the calendar I get a reminder on email right away instead of on the time scheduled the reminder to be set. I have made a feedback on this matter several times with no response. Do anyone have an answer of the problem? aquatex
Tracking Conversations (Email/Phone)
CRMs should normally track email/phone conversations. Can we do this per potential?
Updates?
I have been away for a while and have come back to see what functionality has been added. Looking at the Wiki that whats new shows Sept 07 as the last update. Is this correct, if not can some one point me in the direct of New Features. Thanks Gordon
Viewing Email
Viewing emails in a Contact is difficult because the text doesn't wrap. Also there no way to get back to the Contact list. When I click on the back button it leave ZOHO CRM . rchave
Task Notification
When I check the box to send a task notification to myself it works but if someone else sets up a task with me as the task owner and checks the email notification box I do not receive the email. Are we doing something wrong? Lindsey Kauffman
Problem with Calendar view
I have started to evaluate Zoho CRM. I have some problems with events. I have enetere several events to my calendar and I see them in daily view. But some of them are missing from weekly and monthly views. This seems to be an obvious error or ... pertti
Common event
When I enter a common event where I invite my colleague. In this case he can't see the event in his own calendar? This is quite confusing and can even prevent us to take Zoho CRM for daily use. pertti
Thanks
This is amazing software - has helped me get my business going with a very professional level of organization. Thank you! glenn
Pictures in massmails?
Hi How can you put pictures into massemails. When you can insert a logo in the signature you shold also be able to insert pictures - or? aquatex
Help
please call me asap Brad Boruk 469.964.6699 Brad Boruk
Web-to-lead form BROKEN (just in the last day or two?)
Hello, We use your Web-to-lead HTML form. Without any changes to our Web-to-lead code or settings, this feature had stopped working properly. The last properly-functioning lead was on 2/10/08 and the first problems emerged on 2/14/08. So something broke in the last 4 days. ** Our configuration ** We use a Web-to-lead form on the website when someone requests a whitepaper. When the user submits the form, ZohoCRM send the user an auto-response email (a specified email template with attachment). ZohoCRM
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