Tax Rates
One of the things I noticed was that you can only set the tax in the products, not based on customers tax rates depending on thier local area. What if customers have different tax rates? chris_bigrivernetworks
crm world clock
1-)your world clock does not show right things.. for example Istanbul is not in Asia but Europe and your clock is one hour ahead. Mike Hunt
Field Shows in Fields List But Not Edit Page Layout! Help!
Hi, I work for a 2-year college and have set up Zoho CRM to track the development of online courses. I renamed "Potentials" to "Courses" and added a custom field. But it was the wrong type (I needed text and not number, since I need to enter a decimal), but when I deleted the custom field from the Fields List, the crucial field "Amount" (which continues to show in the Fields List, DISAPPEARED from the Edit Page Layout view. Clicking on New Course (that is, New Potentials) shows the Amount field in
CRM Data Model
Hi there, I am in the process of evaluation of ZOHO and am looking for a quick way to obtain the Data Model underpinning the CRM App. I need this to evaluate whether or not the ZOHo CRM can support our business model. Also is there a way to modify the CRM Data Model? Many Thanks Andrew
Need to enter more info on Purchase Orders
I'm excited about using Zoho CRM for initially managing our product and vendor information, but there is one main obstacle with regard to Purchase Orders -- there is no way to add additional information in the Product Details. That is, for each item we are ordering, we need to specify a color and size -- but there is no where to put that info. At a minimum, perhaps you can add a text box for each line where we can manually add information. IDEALLY, it would be nice to be able to customize the product
ZOHO CRM vs Ceberus Helpdesk
Hi Everyone We are a small Voice & Data Technology company in UK. We are contemplating the use of an on-line CRM system together with an on-line Helpdesk System. We have been recommended to use the Ceberus Helpdesk. However, looking into the ZOHO CRM system I notice that it has it's own Helpdesk features. Has anyone got any experience of Ceberus to compare with ZOHO CRM? From the small insight I have had on Ceberus it seems quite comprehensive in the features that are availible but would like some
Reprorting Customisation
Hi All, I am pretty sure this is a feature request, but is there any way to add a calculated field to a report, which is calculated dynamically at runtime? e.g. if i have fields (columns) A, B, C, which are integers, i want to be able to add a sum on the row, which would be a new field. That is i want the sum(A:C), not the sum of the column A. Is this possible without exporting the data? Thanks in advance
Upload Docos
I'm sure this has been asked -but i can't find it anywhere. Is there a way to upload a document to be shared to other users? I saw someone mentioned uploading to folders... but I couldn't find what they were talking about. I know you can't link docs to a contact or lead - but where do I upload docs and where can I share. Thanks!
About your CRM
I Love you.. Thats all I have to say beavercreeks
stripping css styles in html mails
We sometimes send an email to a contact which is based on a html template. I have added the styles in the template and additionally link to an external style sheet. When I login as a user and send the email to a contact there is no problem and the email sends perfectly, including attached styles. However my other user logs in and wants to send the email to a contact it arrives at the destination without formatting and defaults into Times Roman etc... If she logs in as another user on her pc the same
"email cannot be empty" problem for new cases
Hello, Maybe I'm missing something or perhaps someone can help me out. When I create a new case, sometimes Zoho CRM forces me to fill in the email address field and sometimes it doesn't, it seem to be completely erratic. I've checked the setup for cases and the email field is not marked as mandatory. When it wants to force me to enter an email address and I don't, it brings up a pop-up dialogue that says "email cannot be empty". Selecting a contact doesn't help either, even if that contact has an
Outlook plugin- dll problem - unable to register
I have problem of down loading your outlook mail plugin. I get a mesege says that : Unable to register the DLL . How do I solve it?? Israel Kamienny
Link between accounts
Hi I added a new field ( type = look up) in the account page to manage relationship between accounts but it doesn't work; if I create a link a field for accounts linked to other ilist ( for example contacts) it works...why? If a select a value for the custom field, when I save, the value added disappers I noticed the same behaviour for the default fieled " parent account": I select a parent account choosing from the accounts list and then, when I save, the account choosed disappers. Thank you for
Product Quantity on Invoices Sales Orders
If I enter '1.5' for a quantity (as in hours), the calculation occurs correctly however, on the final printed invoice, the quantity still only shows 1 which makes the client wonder why the price jumps. Ryan Jenkins
Create Alert
How to create an Alert to inform us two hours before for example that we have an event or a task Thank you Akim
Closing Events / Tasks
Don't you guys think you should be able to "close" an event, with the same ease as a task ? PAA
Report Totaling Error
When I run the Quotes by Stage report and set the filter options to "Quote Modified Time" "Current Month" the totals include quotes which have not been modified since mid October. Stephen Bero
disable World Clock
Is it possible to disable that clock, so it wouldn't be visible? Not just hide it, but completely disable it, so it wouldn't be using CPU time. Tnx Uroš Šprahman
Cannot add products
Anytime I click on New Product in the Product page, I go to the product form. I fill out the form and then hit submit. I'm then taken to a page that says 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. Rocky Yost
dates in crm
dates are stored as mm/dd/yyyy, can we change that? Sergio Onorato
Feature Request: Custom Views
When creating a custom view of data I would love to be able to 'SUM' a custom field, similar to the way it can be done in Creator. The business case for this is to present the view on the homepage with a 'sum' or total for a numerical field e.g. TOTAL for ALL INVOICES, or TOTAL for CUSTOM_FIELD. Is this possible?
Importing data is not working getting error
I am trying to import the files that I exported from version 5. I have been able to import 3 of the 5 files I exported. My contacts and potentials are not importing. The files are .csv and are not even a half mb. Contacts has only 300 in it and potentials is much smaller. I am attaching screenshots to show. Please help me!!! thanks, Otis
can't assign new user
tried again ....no luck. tkoprojo2
printable logo on invoice
Hello, I try to create an invoice which will print my company's logo in good quality. I understand the default logo can not be used because it is in low resolution. I managed to alter the invoice template pointing to an external file and not to use the {CompanyLogo} tag. Works fine on the print preview, but the logo will not appear in an exported pdf. A good quality pdf invoice would be nice to have. Can you advise me? Regards Thomas elektomi
Your World Clock sucks
Dawson Creek? Who cares? Clean this up. It's really amateurish to make it so difficult to set the current time. What's the difference between US and America? There's little logic in these categories and after 15 minutes I could never find a time that actually worked for US PST. Your entry for PST is an hour off. Your entry for GMT -8 is completely wrong. mark
Standard Users Can Change Record Owner Field
Standard Users (who can view other users records) can select another user's record and change the record. They can not change another user's record by selecting Change from the main record view. When the click the Change button, they are directed to Insufficient Privileges page as they should be. However, if the user selects Edit in the record, they are then able to change the record Owner from someone else to themselves. The do not get the Insufficient Privileges page. Only those with Admin access
Restrict Visibility of Subscriptions and Setup
I would like to restrict visibility of Subscriptions and Setup to Admin Users. I would prefer that non-admin users not even be able to see that those options are not there. I understand that there are some options non-admin users may have permission to access based on General, Report, Tool, Export and Import Permissions. However, giving everyone visibility to this area adds extra clutter for non-admin users. With User-Adoption being the key to success or failure with a CRM implementation, it is very
Add multiple Contacts to the Conact Roles list
How do I add more than one Contact to the Contact Roles list when viewing a Potentials record? There is a Contact Name field in the Potential Information section of the record for adding the first Contact. It seems like I should be able to add additional Contacts under the Contact Roles detail section, but the only options are Add Contact Roles and Edit All. I can create a new Contact by selecting New, but there is no option to add additional Contacts that were previously created.
Self Replicating Products
This is the third time I have written about this problem. Somehow in the course of using the online version of your CRM program products replicated products seem to occur. I keep on running reports to find the sales order these products get entered into by my staff, I have taken many hours to transfer the proper product to each order then delete the replicated product. This is very time consuming and I would really like to understand how this keeps happening and why no one else seems to have complained
バックアップ (Japanease)
こんにちは、 このCRMのシステムではデータバックアップを とるにはどうすればいいのでしょうか？ eitarou dai
Contacts inheriting account data
When I create a new contact and select its account, certain field are automatically populated / inherited from that account, e.g. Mailing Street. How does this work? I would like to setup some custom fields in the same way, i.e. the details in a custom field at the contact level are inherited from a custom field at the account level. Can this be done? David Crout
Templates
Hi ZOHO Team. I created a new invoice template since I wanted to set up a default mail merge letter. I created a letter and mail merged the respective fields. But only some got registered while some others (espcially from dropdown list) did not get registered. Any reason. Simhesvara
auto numbering
Hi. How do I set up types of autonumbering for contacts under the same owner? Simheswara dasa JPS
how do i download zoho crm
first i would just like to say i LOVE this crm :D but i was wondering how do i download it?, there was a link in one of the stickies but it goes to an invalid url :( also if i run my own zoho crm is it free?, do i have to pay?, i don't know (lol) also will this run on a linux server??? thanks for your time -Chris
dates discrepancy in crm
following my prior post, if you define a date field as dd/mm/yyyy, it will not work for the Zoho Sheet, it will force the date to mm/dd/yyyy, can we get arround this? Sergio Onorato
dates discrepancy in crm
following my prior post, if you define a date field as dd/mm/yyyy, it will not work for the Zoho Sheet, it will force the date to mm/dd/yyyy, can we get arround this? Sergio Onorato
account names
Why dont certain account names appear under the my contact tab? but the same contact appears on my account tab? also, when in try to "Find Contact" it switches me over to the Account tab? is this a bug? david
B2C Additional Requirements
Hi Guys, Firstly thanks for the GREAT work on the product, I have been tracking it for approx 12 months and it has come along brilliantly. Firstly, I used to work in the Software industry and understand product management and the application of products to business needs. I finally have a use for ZOHO CRM in a true B2C environment, selling online to consumers. The way I am using the system is as follows: 1. Leads [periodic import from AWEBER; weekly] - due to limitation on number of emails per day
Default field value
is there a feature to have a default value or string in a field when you make a new account ie Country = UK markhudson
cut and paste from excell
if I select a group of cells in excell and try to copy them in Zoho Sheet within Zoho CRM , just does not work. Sergio Onorato
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