find functionality
in most programs you can type in some information and then hit enter in a find box. In zoho this does not work. Please add this functionality, grabbing the mouse and clicking the go button works but slows down navigating zoho and makes it less likely to be used. brettthomp
email template
You do have the ability to do an email from a template please add the ability to produce a document instead of an email. brettthomp
Sorting lists based on user defined field
It would help a lot of we could sort our Accounts based on a user defined field. The field name is a link, but clicking it take me to another page with reports and tools. It should sort the list like it does if I click on any of the other field names in the header.r jeffreykern
Bug: error attempting to "Change Owner" for multip
I just tried to "Change Owner" for a large number of leads (probably about 30) and encountered a bug. I started by selecting the checkbox in the lead list, then clicking "Change Owner", then (on next page) selecting the new owner and clicking "Save". I was redirected to an error page. The error page URL was https://crm.zoho.com/crm/ChangeOwnership.do?target=showcvdetails&display_cust_view_name=Lead%20souce:%20IR%20direct%20email&cvid=2228000000116032&module=Leads&id=2228000000113029;2228000000113033;2228000000113041;2228000000114013;2228000000114017||&%C2%AC%20provided;2228000000114033;2228000000114049;2228000000114075;2228000000114083;2228000000114087;2228000000114097;2228000000114138;2228000000114263;2228000000114271;2228000000114279;2228000000114283;2228000000114291;2228000000115003;2228000000115007;2228000000115011;2228000000115015;2228000000116003;2228000000116007;2228000000116011;2228000000116019;2228000000116295;
Can't edit the value of a pick list in my invoice
I have a custom field that I added to my invoices. For the last 2 years I have been able to hover my mouse over it and get the Edit link, which then allows me to choose a different value from the pick list. Starting today, the edit link no longer shows up. It does show up on the other fields. Why did this change? I hope it wasn't intentional. Thanks!
linked reports
how can I create a report with records from Contacts and Products, linked by the Product field. Sergio Onorato
Multiple Contacts on Accounts, Sales Orders, Invoices etc
Hi Guys, I understand that N:N relationships between Contacts and Accounts, Sales Invoices etc. is not supported. This is important as CRM needs to be able to track people as they move from account to account (people changing jobs etc.) Can you tell when this will be implemented? Also multiple Contacts are needed on Sales Orders and Invoices. Thanks Andrew
EMail Editor in CRM templates mangles format
When you try to create an email template (to be used as part of workflow alert) in the format necessary to update a form in Zoho creator, the email editor mangles the format on re-editing. It also sticks a load of additional HTML in your last declared form field, necessitating the inclusion of a dummy field to hold this junk....zzzzzzzzzzz
email receiving
Hi Is it possible to get the replies for mass email into Zoho CRM? If yes, how? Thanks, Boaz. boazm
slow data base processing
We have been using zoho both paid and free for a year and recently have a great deal of trouble with data entry. The system seems to get hung up and the only way to complete a transaction sometimes is to refresh the page several times and reenter to get zoho to respond. It seems really bad lately and is making the productive very difficult to use. Jus t now in trying to send this feedback the system would not respond. Joseph Liberti
Lead import partially fails (cutom fields, rollback)
Hello, I'm trying to import leads into my Zoho CRM account. The import works, except that certain fields are not imported. Initially, the import worked on the specified fields (Last Name, Company, Designation, Email, Phone, and Description). However we have a "lead date" field that I wanted to import too. So I did a Rollback on the import. Then I created a Custom Field -- I think it was called "Contact Date" and specified as a date value. My XLS file is in Excel 97-2003 format and the date field
Mass Update
Does Mass Update work for Multiselect. I had entered data into Pick List but now want to transfer/update all into Multiselect simheswara
Contact Role
Cay anybody help. Is there a way to add a "contacts role" field to the process where a prospetc is converted to an account and contact. As it is at present the field refers to what role the contact is playing in the deal process. When converted they becom a contact and I have to re-enter a role within contacts. I find that by describing what they do at the prospect conversion stage is enough and can be utilised in the contact information. This means I do not need to reenter their role description
view
100 records per Contacts View is not enough, how can we expand this?? Sergio Onorato
Time indication i the TAsk windows.
Hi, Often when you position a call, you have to indicate a time when to call back, for example 11am. In actual task windows, you only can indicate the date. Thanks for your remarks, Nils
World clock
Hi, at my home page can I change the world clock view to digital? can I add more clocks for deferent time zone? How do I save my time zone for next time . also, how can I change the colander to a Sunday is a working day format and Saturday is the rest day. Thanks
Sync Contacts with Database
Is it possible yet to sync Contacts with a database such as mysql. As an example all me leads come in from web forms in which updates a mysql database. It would be nice to be able to have a continuous sync without having to import a xls or txt file into the CRM Contacts manually
Roles policy in the system
pls advaice how i can implement the roles policy in Acounts, Campaigns. so users could see only some of the acounts or campaigns Amnon Bouthz
Tasks
It should be great if the account name and phone number should appear int he remider email so that it is not nessecary to pen th crm to have the information to call the contact luckycnd
Feedback from User
Hi, We are a small startup company and I look aftr the sales and marketing. From past 8 years i tries various CRM solutions, for salesforce automations. Some were hosted and some on our servers. But I have never came across a solutions as powerfull yet extremelyeasy to configure. We have ben using the 3 user free version for past few days as paid one is little expensive for us now and can say Zoho CRM will surpass all the online hosted CRM. My only complaint is that if someday my Inernet is not working
Continuing to synch with outlook?
Hello, I'm a Zoho CRM subscriber and have found the Zoho service and CRM system to be ideal for my business thus far. I have paid for the Outlook plug-in which has been working perfectly and was easy to use to sync contacts. However, i've recently moved office and have a new broadband supplier....and since this time i've been unable to use the 'Sync' facility, which I usually access via my outlook. Do you have any suggestions as to what the problem may be and how I can rectify it? Thank you. m.greenhalgh
Trouble sorting contacts alphabetically
I'm having trouble sorting my contact list by lastname alphabetically. I've tried modifying the list view with no success. Any suggestions?
Change Currency
I need change Amount currency for Brasil. Wrong BR1000,00 Correct R$ 1.000,00 How I can do that ? Tks, Emerson Emerson Douglas Ferreira
Why did Zoho get rid of decimal rounding?
http://crucifierxx.angelfire.com/ Before, when I did Kills / Deaths, the ratio would be like 4.14054458 but now it's just 4. I would love for it to be 1 decimal place like 4.1, but for some reason zoho isn't allowing us to do so. is there anyway i can go back to the old settings, where the decimal rounding was like 4.546115?
Import of leads failed
Hello, I am experiencing some difficulty with leads import; the issue is identical if I try to import "my leads" or "my organization leads", with or without lead assignment rules in place. When I go through the leads import process, I am not able to map certain fields after uploading my xls document: contact first and last name, campaign source. If I proceed and choose to accept ignoring certain columns, the upload animation bar will just stay forever, and nothing is imported at all. I did some investigation
Report and Chart that show sum of new Potentials each week
I would like to create a Report and a Chart that show sum of new Potentials each week over any designated period of time. I understand how to create a report that shows all Potentials for any single one week period. However, I want to see a report and bar graph that show... Sum of New Potentials from 12/31/2007 to 01/06/2008 is XX Sum of New Potentials from 01/07/2008 to 01/13/2008 is XX Sum of New Potentials from 01/14/2008 to 01/20/2008 is XX Is there any way to do this currently? If not, I would
Next Task button
Hi, I use heavily ZOHO for all the sales calls I do. I would like to have a button "Next task", so that when I have made a call for example and next action is to eventually call him back or send a confirmation email, the function of next task button would be to close the actual task and open a new task window for the same contact person. Thanks for your remarks.
Request for Proposal to Vendor
In the "working with vendors" section you write that we can send vendors a request for proposal. I am trying to determine how to issue an RFI or an RFP. I would think a modified PO might work, but I am wondering how you conceived the RFP to work? Justin
Permission (roles)
Hi, I would like to know, if is possible to give permission to the users view all users data and edit/delete only their own data. tks Paulo Miguel. Paulo Miguel dos Anjos
Searching Leads
In B2B sales it is my experience that we identify and qualify companies before people. In fact over the course of cold calling a company the names of the people (leads in your system) may change over time additionally if any time elapses between now and your last call to a company chances are you don't recall the persons (leads) name but you do know the company name. Unfortunatley you can't search through leads by company name in your system. If you were to fix this by adding Find by Name / Find
Problem by editing cases
Dear Support, if I edit one of my cases and after editing click on "Save", I get back a page with errors. Idon't see any graphic element, only the field names in text format and the buttons. I'm using Mozilla Firefox as web browser software. Thank you for your quick answer. Best regards, Balazs Varfalvi Balázs Várfalvi
Backup
Hi, I have a question about your program. Is there a file that backups the information unto your server or is there another way to do backups? Thank you in advance, Best regards, Saga
attachments overview
hi, is there any way i can produce an attachments overview ? so i get all documents in one view. probably overlooking, but ....
how to?
Dear Zoho, How can I modify design of quotes/orders and invoices? I would like to adjust it to local language Thank you Best regards Filip Kette NFO doo CROATIA www.info.com.hr filip
regarding lead generation
i have got leads to one of my campaign(US education) but that leads staus is been shown under another campaign(Herbinn). please can you help me out in this matter at your earliest. prasadgadkarithane
Major Problems
We have major problems when updating accounts, add events/tasks and stuff. When going to a custom view of accounts nothing is updated, the last modified date is set to day before. When adding new tasks/events an error page is received stating that "Sorry the page you requested was not found". Please fix as soon as possible. Joakim Gerth
Disappearing leads
the problem is still going on. I need to speak with someone. David Gvertz
Another Language
Include Portuguese Brasil Language in CRM Zoho Emerson Douglas Ferreira
how to?
Dear Zoho, How can I modify design of quotes/orders and invoices? I would like to adjust it to local language Thank you Best regards Filip Kette NFO doo CROATIA www.info.com.hr filip
What are the correct field mappings from Outlook to Zoho CRM
I recently began using the Outlook sync tool to get around the 1,000 recored per import restriction. While this works nicely, I am having trouble mapping fields from Outlook into the correct Zoho fields. 1) Can we change the field mapping from Outlook to Zoho? How? 2) Will Zoho correctly identify custom field created in Outlook? 3) Will Outlook identify custom fields created in Zoho.
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