Can't add new invoice from Customer window
Add a new customer. After saving that customer page, the sections below show up, products, invoices, contacts, etc... Each section has a button above it for adding a new item. The button above Invoices says "New". Clicking this button throws the following error, which needs to fixed immediately since now adding an invoice to a customer is more of a hassle: Sorry, the page you have requested was not found. Please check the URL for proper spelling and capitalization. If you're having trouble locating
Incredible product
Hello. I am still in the "learning" stage, but am sincerely impressed. I've tried Act! and Goldmine and have also been trying to cobble together a CRM system using Access - none are as robust as Zoho. Thanks for putting together an amazing service! Sincerely, Joanne Gucwa Technology Management Associates, Inc. www.techmanage.com Biotech Circle www.techmanage.net jogucwa
Reg: Clarification
I am using this software past 3days. Its very useful for our company. I need some clarification about the CRM. How can i clarify it. Rajaguru Kannan
Zoho CRM - Supporting You in Vietnamese
Hi There: We are a Partner of Zoho CRM / AdventNet Inc., in Vietnam, so if you need help and consult on how to use Zoho CRM efficiently, free to contact us at support@i3systems.net for professional support (English and Vietnamese) The Zoho CRM website in Vietnamese could be found at http://i3systems.net/crm Cheers, - The i3systems.net Team Hanoi - Vietnam
Earning report
Hi! Small question from a very impressed and happy user.... Is there anyone who knows how to make a "earning report", that is how much I've earned on my sales. I've tried to find a solution to make a report comparing the "unit price" with "list price" and then giving me the total.. But I can't find any way to do this. Is it possible at all? I work on commission on how much the company earns, you see.. Would be very grateful for any answers. Zoho CRM is by the way totally fantastic!!! /Kindest regards
Export bug:Prob using commas in text field
Hello, I have a field in my leads that I created that is of type TEXT, length 100. It holds numbers seperated by commas. For example: 100,245,123,445,988,102,809 In the CRM itself there is no problem, however when I "Export All Leads" to excel, the field will only export the first 5 numbers between commas. If the field holds the values above, it will export: 100,245,123,445,988,000,000 It truncates everything after the 5th number and replaces with zeros. The solution is to seperate the values with
Custom Field Settings: Lookup
I am trying to add a custom field to my notes to include contact details with the lookup feature, to be able to cross reference when doing a search in our notes. I am having problems with the related list label area. I dont know what to enter herer and zoho will not let me leave it blank. Could someone please let me know how to go about creating thei "lookup" contact field? Thank you, Mayra Mayra
High lighting
Hello, when I put my signtaure in I had to keep re highlighting the same text to make more than one change to it. In other words, if ou want to change the colour and the size you have to highlight it twice. Is there a way round that as it is annoying and time consuming. Thanks Lisa Milligan
date change
can I change the date so that it reads DD/MM/YYYY instead of MM/DD/YYYY Jonathan Ormond
Quote to invoice
Is their any way to turn a quote into an invoice. Without re-entering the products? Everson, Philip
Outlook-ZohoCRM-PDA solution
I am a new to Zoho CRM but find it more attractive than Salesforce.com, which my research shows to have poor integration with Outlook and Zoho seems to have very nice customisation features. After seeing how well Plaxo does with Outlook integration, I was hoping Zoho would have come up with a robust integration add-on as well. So I am trying to make it that I can work in either CRM or Outlook through synchronization, and I can synch my PDA with Outlook using ActiveSync. Here's my results so far,
receive emails
can or will CRM be able to receive emails barnabydp
quick favour please???
hello, could somebody please email me something out of zoho crm with a message written and an attachment? we're considering buying a few licenses, and would love to see how the email function looks. the email address is luminocity.nyc@gmail.com. thank you very much ephman
Virtual Assistant Services from Pegasyssoft !
Hello everybody , I keep recommending everyone to use Zoho CRM to improve their business in terms of sales , marketing & customer support...To all of the small & independent entrepreneurs who are using Zoho CRM we have attractive Virtual Assistant Prices for them. We are the global leader in providing Virtual Assistant Services and entrepreneurs are welcome to avail our Virtual Assistant services (These may be secretarial/administrative services which are not much important but also cannot be ignored.)
label
how can we restrict a rol to see only one label ? e.g. leads Sergio Onorato
Creating Sales Order Views: Data in "Product Details"
Is there anyway for me to create a view in the Sales Order section and specify criteria that is located in the "Product Details" area. Am I able to specify a product code for a filter or a product name?? This will enable me to sort my sales orders by products owned - I REALLY need this for my business to operate, and I know EVERYONE using ZOHO can benefit from this. Thanks. Steve Giovi Steve Giovi
Quickbooks
is it possible to xfer zoho invoice to quickbooks? steve.lynott
Support Question
Hi Can you please direct this to the support department: I am evaluating your application and it seems quite nice so far. I have a question about account numbers. The field that is there by default does not auto increment. I played with creating a custom field instead but I dont know what the ramifications of this would be. Then I created a sales order and the default customer number was not an available choice . Whats the deal with this? Is it considered non important to have a unique customer number?
calendar
I have outsourced my scheduling to a call center. It would be great if when they logged in all they saw was the calendar. taratooley
Import product list
Hi there I have problems importing my product list either in .xls or .csv. I get an error page with the message "Sorry, the page you have requested was not found." after step 2. Thanks for support. Regards, Eleonore
"Vendor Name" will not populate when importing contacts
When importing contacts, I associated "Vendor Name" to the appropriate column in the file, but it will not populate the field -- even though the vendor names do exist. I would hate to have to manually associate each contact to it's corresponding vendor. cdarlow
Quote print template
How can i add the creation date of a quote in a template ? Thanks for your help. Sacha
Email question
Is there a way to link emails sent to the contact? Christopher Redhage
critical feedback (again-same issue!)
I quick create a lead (Derek)- the go into new activity, choose event. set all my date/time/notification parameters. then hit save, locks up my entire system, cant access any other program until i ctrl/alt/delete it- then i go back in, the event is set, i click on edit, ahd here we go again! John Plante
Sort contacts by last names
Hi, When I sort my contacts, they are sort by first name, but it would be more useful for me to sort them by last name. Any way to do it? Thanks
Delete account
I'd like to delete this account in order to be invited to another, how can I do?? Thanks Gisele
user ID
how can I change the user ID (mail) to a different one Sergio Onorato
unsubscribe
how do you unsubscribe? jvanhooser
Industry field bug
Hi, I created a field "Industry" for my contacts. When I import contacts from an excel file, the mapping is good with good "Industry" field, BUT Zoho also associate an other industry in account, although I didn't put any industry for these accounts in my excel file...
Quote Customization Page
Hi Just trying to get our heads around CRM before we commit. Sorry if you have had the questions before but it is a deep and complex application Because we 'bind' many of our proposals, we require our logo to be on the Right rather than the default Left. Can we modify the Address details and position? Can we generate our own Quote Numbers? We never show the cost of the indivual line items but show a 'Quote Total' is this possible? We have a section of individually priced items that show under the
Dashboard component limit
Hello, Please help me, i need to add new component to my Dashboard and I see this alert: "You can not add more components here. You can create the new Dashboard, where you can add the new components" . Is it true? Does the Dashboard have 3 component limit? I would like to add more than that and make my dashboard show me more information abt my company. Will you be able to help me? Best regards, Maciej Jarzebowski
Zoho CRM On-premise Edition FAQ
Hello, For the benefit of Zoho CRM On-premise (Package Software) edition users we will be posting some of the useful frequently asked questions based on our customer support. Some of the most common questions are, Zoho CRM System Requirements, How to Install Zoho CRM in Windows/Linux, How to take database backup, How to configure Mail Server, How to clean the XLS/CSV files before importing data into Zoho CRM and so on.. First time users are requested to go through the Installation/User Manuals available
Change Fiscal Year settings
How do I change the fiscal year information for my company? Our Fiscal year starts Nov 1. so now my forecasts are all off by 1 month.
Spare Part list (Inventory)
Hello Zoho Support I was wondering if you could think a way in which I could export my Spare Parts list into Zoho CRM that way my Spare Parts can be virtual as well and everybody else can see the stock number / what spare parts we have on site / ordered / etc... Thanks for you time... as always Miquel Miquel Vidal
Brazilian Portuguese Translation
I'm impressed with the Zoho CRM application, but I would like to have it in Brazilian Portuguese. Do you have any plans to do this translation. Can I help you doing it? ubiratan
Help and Support with Zoho CRM
Hello to you all, Just thought Id take this opportunity to mention my consultancy www.rocketconsulting.net, we are a prefered partner of Zoho CRM in the UK so if you have any Zoho queries or need any assistance get in contact, Sean sean@rocketconsulting.net www.rocketconsulting.net
Zoho Email combined with Zoho CRM?
Will we have the option to add the new Zoho Mail (when its released) to Zoho CRM? I am not a big fan of Outlook, but since Zoho CRM doesn't have full email functionality, I am currently using the Zoho Outlook Add-on. Ultimately, I would prefer to have all my programs be through Zoho - Having one main program that links all of my data together would be so valuable to me as a sales person. terrykarges
Help
I have created my database and am on the testing phase. But the problem is that i have added and i have managed to hide my database results from the public but how do i access the results when I am editing the application?
Email Campaign Restrictions
Hello, we currently subscribe to Zoho Projects and are considering subscribing to your CRM system. Can you please clarify the number of emails that can be sent out every day? One of our intended uses will be to send email blasts to our sales reps. However, we will have over 250 individual sales reps. Therefore, is the restriction 250 different emails or is the restriction 250 recipients? eakaufman
I sync contacts in OutLook with ZOHO ZOHO, and see this
I sync contacts in OutLook with ZOHO ZOHO, and see this in ZOHO CRM. Моло�┡㠀㘀Ѐ��┹㠀㘀Ѐ� �└㠀㘀Ѐ�вод Why? admin
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