Self Replicating Products
I have complained before about products automatically replicating themselves and attaching themselves to orders. I have never had an adequate answer to any of these complaints. It becomes a king size pain in the butt to fix this problem because you can not simply delete a product that is attached to an order. In order to do this you have to rename each duplicated product code then run reports to find out which order they are attached to, then you have to run a sales order number report to bring that
ststus
greetings. please ignore my earlier postings on invoice dro down list. Seems more dropdowns are possible and so problem solved. Thanks simheswara
ststus
Greetings. I find the invoice status very usefull but wonder if one or two more selections in the drop down list can be added. now it has created, approved and delivered. I thought that having for my use two more drop down like "audited" and "printed" will be useful. simheswara
problem with Opportunity Stages
Zoho CRM deleted all the Opportunity Stages and will not allow me to create new stages. Therefore I cannot use the Opportunities because it requires a Stage. Please help! Thanks Kevin Stirtz kstirtz
Feature Request
Ability to add Field to support adding attachments from local desktop. For example we would like to add a .wav audio file (Voice Mail attachment) from our customer support line to a case. Daniel P. Cook
ID number-ZOHO CRM Sheet View
when I insert a Contact ID number in the Sheet View it automatically displays it in scientific notation, even though it is defined as text, can we solve this? Sergio Onorato
wrong dates format
CRM Zoho Sheet displays dates in mm/dd/yy format, even though date is dd/mm/yy Sergio Onorato
Diacritics, latin characters support
I have about 3000 contacts in my crm.zoho, but now I am unable to export them back to my own system, because aparently Zoho does not support latin characters, common in spanish names. Characters such as é, á and ã are common. Am I doing something wrong? Tiago Duarte
How to insert line numbers in front of products?
Is there a way to generate line numbers in front of product items that are listed in quotes, sales orders, invoices... Thanks, Fred
Invoice
We have already order some backups but where can i found some the invoice of the backups? The name of the account : DEVISPRESTO.COM You can forward them either at gcarrissimo@devispresto.com either at damien.mann@gmail.com Thanks Gregoire Carrissimo
missing leads
I have noticed that I am currently missing leads that were in the system a few days ago. they are not in the recycle bin. what is going on here??? David Gvertz
subscriber access
I'm just starting to work with Zoho CRM as a test. I set up another subscriber complete with his ID however what password does he use to access online? jkenmuir
Custom Development
I'm leading a CRM evaluation project and I like what I see with ZohoCRM. We're a recruiting firm, though, and our Potentials don't look like most companies' Potentials. I made numerous customizations, but it doesn't look like I can change how the deals work. Do you have any development partners who we could discuss additional customization with ? Thanks! -Mark mphillips
Product Views
Hi, I would love to be able to indicate in a Custom View for products whether or not there is any attachments associated with that product. Is this possible or planned ??? Jono Jono
Zoho CRM: ACCOUNT information viewed on CONTACT tab
I'm a newby to zoho (and, really, to administering CRM as well). I would like to see an account-level data field (specifically INDUSTRY) on the CONTACT level tab. I've not been able to figure out how to do this, though I suspect that it's supported.... Can anyone help?
on creation of new contact CRM in firefox goes blank
I've noticed lock ups on and errors on creating new contacts... firefox 2.0x goes blank and locks up on every other new contact. dgdlux
on outlook synch
# after synching email the contact/ account doesn't show up as recently modified in the 'recent list' on the left # please retain categories in Outlook in transfer to Zoho # please include attachments, especially logos and contact photos # please provide more verbose error reporting when plugin complains of 'error on parsing' You can read more about it here: http://www.google.com/notebook/public/12258311066787857601/BDSW6QwoQu4zvlOUi dgdlux
Printable Manual?
Do you guys have a printable manual?
duplicated imports
I have loaded a group of Prospects and many of then appear duplicated 20 or 30 times, is there something wrong? Sergio Onorato
crm problems
hi there i just want to know why i can not change or add the default product category and also the fabricant, becausewhat i do has nothing to do with software or hardware. I will appreciate a lot your help thanks a lot guys
Sorting Tasks?
I'm brand new to Zoho CRM. So far I'm really digging it. Just one crazy little thing I can't seem to figure out... How do I sort the tasks that appear on my home page? I'd like to sort them by Due Date. I see that I can click the "Due Date" column header to manually sort them, but I'm hoping there's a way to set this as the default so I don't have to sort it every time I visit the home page. Thanks.
ZohoCRM Outlook Edition problem
When Adding Email to ZohoCRM, the sender isnt in the attach list! please help! Muazam Sarfaraz
synching CRM with outlook has stopped working
The plugin UI says synching successful but new contacts in Outlook are not being added to CRM. dgdlux
Lead Views
I have 5 sales territories which I have created a view for: Example: View Name: Retail Northeast, my criteria is: State is wv,WV,pa,PA,ny,NY,vt,VT,me,ME,nh,NH,ma,MA,ri,RI,ct,CT,nj,NJ,de,DE,md,MD And Product Interest is "Product 1" or Product Interest is "Product 2" or Product Interest is "Product 3" For the states, I wasn't sure if it needed to be exact so I added both upper and lower case state abbreviations. Do I need to do this? Now, when I use the filter, I get all leads that do not have a state
Searches not returning correct results 90% of the time
I am searching for Accounts by the Account Name and 90% of my searches has pulled either no data whatsoever or a list of similar accounts but not the one I am searching for. Real Example: I do a search for "City of Desoto" (i know its there because I am looking at it in the account list) and I get no results so I modify my search to just "Desoto" and I get "DESOTO ATHLETIC CLUB", I then modify my search again and just search for "City of" and my results are "CITY OF ALBANY" and "CITY OF JACKSONVILLE
Lookup fields
Can anyone tell me how do create a lookup field? There are no instructions anywhere! An example would probably be best! Many thanks in advance agc
Reminder Errors
Since this morning it has become impossible to update a task that has a reminder selected. I have tried on various PCs and its not working. Please fix asap
Cannot Clear a Lookup Field
Your feature to create a lookup field is great. However, once an item has been selected in a lookup field, it cannot be cleared. For example, once a contact is associated to an account, the account name cannot be removed ... you can only choose a different account. This is the case with any lookup field. You should be able to simply clear the field if you wish. cdarlow
Workflows
I would like a Workflow Rule to be activated only when a defined Stage in Potentials is selected. This Stage will never be selected when a Potential is created so I can not choose that option. I do not want the Workflow to be restarted every time the Potential is edited and the defined Stage is still selected. 1) User edits Potential and changes Stage to the defined Stage. 2) User saves record after editing. 3) Workflow Rule is activated. 4) User edits the Potential without changing the defined Stage
User defined fields
Are the 100 user fields that are available in each of the Tabs or is that the limit for the whole of the ZohoCRM database? carterra69
Automatic
I would like to ask you to consider having the ability to have named DataImports which are always preset and I would like to have a script automatically run those scripts automatically for me at a routine time. Thanks for your consideration of this request. Bill Kohn wkohn
Outlook edition
Concerning the Outlook Edition, we are only 2 users at the moment, but can we still purchase this, and if so what is the monthly cost? Are there any plans to have the possibility of associating emails to Opportunities/Potentials? Thanks! Danyel Danyel Benoit
I'm Not!
I would like to use Zoho CRM but I cannot get sufficient information to make a proper decision. ZOHO sent me a mail from some person called gopal who promised to answer my questions......guess what he doesnt! I am sooo tired of asking for basic stuff that I am off to evaluate Google apps for hope of a more professional attitude
Workflow rules for Potentials do not work.
No matter what I select as the criteria, workflow rules for potentials do not work. Is this a known issue? This is both in the on demand and for on premise versions.
Google Apps
Is there any way to make Zoho CRM compatible with Google Apps? lizeth.gomez
Remove Attachment
It will be really helpful, if we could remove attachments while uploading emails from Outlook. Currently this is not possible. Mahesh Pillai
CRM search is not 'deep'
Searching for words does not return same words found in notes/description. This needs to be fixed as 'key words' are the 'hooks' that we poor (memory) humans use to remember/find what we are looking for... please implement deep search in the CRM. thank you Dennis dgdlux
error on creating new contact in account
When trying to create a new contact in an account I get the following error: Zoho CRM 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 URL http://crm.zoho.com/crm/FillEntityObject.do?fillUpModule=Accounts&operation=create&module=Contacts&entityid=23854000000095065&entityname=Desert+Adventures&primmodule=Accounts&returnAnchor=contactspersonality_23854000000003783err
synching CRM with Outlook does not pick up categories
On synching with CRM and Outlook we find that our categories are not being picked up or saved to the DB. Please advise on how to make this happen in the future. thank you Dennis dgdlux
More bugs in Activities
Hi, when I choose invitees for an event, it displays their email addresses and not their names - can we fix this? agc
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