email template fields not working
I'm testing out zoho and am impressed, but I can't figure out why the merge fields don't fill in the right fields. They send them email with blanks instead. Jon Robinson
Custom View Criteria Failing
I setup a custom view in leads. Criteria are: Lead Status Doesn't contain Junk Doesn't contain Lost Yet, when I save it and view the list, a lead marked with Lost lead in that field appears in the list. I also tried it with one criteria using: Doesn't contain Lost, Junk What do I need to do to fix this? I also asked about a recent activity report or user activity report and have not heard back. Thanks, Brad brad.nickel
Contact Link to Vendors
I have contact names and info for both my customers and my vendors but I can't find a way to link a contact name to a vendor. Any suggestions?
Time conflict
I enter the time (24 hr clock) in an event: example start 12:30, end 13:00. Looks fine. When I view the event list at the Home screen, the time shows as 18:30. How do I fix? Screen shots attached as PDF flies.
Event times
Is there a way to change the display time from military time to standard time? ie. 14:00 to 2:00 pm Mitchell Kessler
Contacts - Display
From the Contacts Page: How can you display the "contact names" in the format of "last name, first name" on the Contacts View Mitchell Kessler
Request for Functionality
Dear Zoho Team, Would you please include a Find Duplicates tool which will find all duplicates in a Section (for example all duplicate contacts or all duplicate companies) as opposed to finding individual duplicate entries. Best Regards. Minko Kissiov
Task and Events not showing Contact info
When I am on the home Tab, and I am looking at "open tasks", how come the tasks or events does not show the person that it is related to.(Lead,Contact) :cry:
look up
from "All Contacts" using the find contacts box, When using Mozilla Firefox - enter a name, hit enter and brings up options When using IE - enter a name, hit enter and screen switches to Tasks screen; I've tried tab then enter to no avail. Only way to make the look up work in IE is to use the mouse (how MACish) tony
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
Database Erros
I am trying to create custom reports and I get database errors. Please correct the issue. Minko Kissiov Minko Kissiov
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
Report on Activities
I am trying to create a report based on activities. Every time I try and create or customize a report that is based on any type of activity and I hit save or run it seems like the report module shuts down. I have tried letting it process for a long time but that doesn't help. My report never processes or loads or saves. Can I run reports and Tasks and Events? Please let me know how I can do this. Thanks, John
Events
How do I place a TAB to link to View all Events? All Events sort - how do I change, currently sorts by farthest out date to most current date, I want most current date on top. Home: how do I customize, I want different information than currently available. I've spent hours in the Setup link but to no avail. Please advise Thanks tony
How to restore account
I have made some modify to my account and now I would like restore it in to an original version. how I can make? Tnks Claudio
How to change format of Case Number
How can I change/edit the format of Cases Number because in my opinion/usage the default format (17 figures) is much too long? Maybe there is a chance to customize it to be more logical. Alexandru Hegedüs
Only One Product Showing in Quote
I copied the original Quote form and made a new Quote form that is now the default. For some reason, if I have more than one product in the quote, it only shows the 1st one. I did go to the sales order and checked that template out and it seems to work fine. I compared the code for that section and everything seems identical. No clue why this is happening. Any suggestions? Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com
List of all variables
Is there a list somewhere of a list of all the variables that are used in templates? I was looking to put a contact's email address and phone number in a custom quote and I don't find these variables. Thanks in advance! Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com
Error Sending Email Quote
I am trying to send a pdf quote via the "Send Mail" link in CRM and after I type the to info, the subject, etc... I get this... 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 Any Ideas? Thanks! Stephen Crescenti Email Cleaners, Inc. stephen@emailcleaners.com
User reporting
I looked through the documentation and cant find anything on this. I would like to be able to see a report each day and week on User activity. In other words, I want to see what things people entered into the system each day, so I can be sure they are doing what they are supposed to. I would like to see it by user and then all activity and then by type of activity (emails, tasks, etc.). As I report to my CEO on what we are doing from a sales perspective, I want to easily understand what is being
VAT
Great product, just gettting into it. For VAT in the UK, it should be calculated per line item and then totalled at the end. If it isn't then you end up with either charging too much or too little. Is there anyway VAT can be calcualted per line item and then totalled at the end. Andrew
No add Task in Activity section
When I add a task in activity and associate to an Account this information can't be show in the page of the Account. The problem is born after change some tab's name. why??? can some one help me? PS: sorry for my poor english!!! Claudio
Merging
Hello, Is there a way to merge letters in your CRM? Thank you, Lindsey Lindsey Kauffman
Want to delete my account
Hi, I need help to delete my account due to I need to change my login Name. marie
All Vendor View
When in this view, a vertical list shows of Vendor Name, Phone, E-mail, Website. Can I customize this view to show the toll free #? tony
Alerts
What would be really good is to have alert activation per account, just like google alerts, or like an RSS reader. This way I always would have the latest information per account in one place. Thanks, you are doing a great job. Per Per Dahlen
Custom fields with values from a table
Hi there.. The last feedback that I put, was a stupid one for, the feature I suggested was already there, as you rightly said in your reply. This time, hope I am asking a feature which really isn't there. You let us (the user) to modify the field list of various tables (accounts, leads etc.). Will it be possible to add fields which are to be selected from another table. Picklists won't do. To give an example: In addresses, we have cities (or districts). Isn't it nice to indicate while making a custom
Event Details
Please add the ability to invite multiple people to an event in the Create Event windo. Michael Nottoli
Need Partner Related List for Potentials
Need a place to add partners for the potentials. This is essential functionality. Multiple accounts are involved in a potential. Need a way to add them to the deal. Very Important! Are you planning on adding this functionality? Brad Brad Cavanaugh
German localization
Hi, is there any localization planned or can I possibly do that on my own? br Peter Peter Ungvari
Time stamp
It would be great to have a time stamp function in the tools when writing notes, I have some generic notes like In the Press and Tracking of Contact and each new entry needs a time stamp. Just add a button "Timestamp" and it adds date like 29-AUG-2007 and they you can continue typing. Thanks Per Dahlen
Owner
Have an issue where one of our users is unable to change the owner information on any of the software sections, we have tried adding a task for someone else and adding a case with a different case owner but even though he sees the other user info he is unable to select it, both users are set as administrators but only one has the issue Paul O\'Brien
Deleting Contacts
When I delete contacts nothing happens? Michael Conyers
CRM - Something I'd love to see.
First, I love your product. It's easy to setup and use. I can't express how much I love CRM! Something I would like to see in future CRM developments has to do with Web-to-Lead. I love this feature and honestly it's the #1 reason I began using ZOHO CRM. What I would like to see is multi form support. I'd love the ability to receive data from the various forms I have on my website and be able to manage them as different types of leads. Right now, from what I've read in the forums, CRM only allows
Using Templates Does not Keep Reply to and From
Despite setting up specific From entries and Reply to entries in email templates, it does not retain those when you try to send an email to an individual. So, when I ask my secretary to send an email to a lead from me using a template, it only shows as coming from her in the email form that comes up when she chooses Send Mail and a template. How do we set these up so she can send on my behalf using templates? brad.nickel
New Rule and various other things not working
Under Work flow Rules: When I try to make a new rule, I save it, then it directs me to an empty page. It never saves the rule. I've looked on forums, help files, and tried to figure it out myself, but it continues to not work. Also, other functions seem to be doing similar things. All I've really done so far is set up a Web to Lead, and managed the few that I've gotten since setting it up. I'm wondering if this is going to be a persistent problem or if it can be fixed. Please help if possible. Aaron
Emails not sending
When I try to send an email to a lead, I am getting the error message that the page could not be found after I click send on the email. I tried again and BCC'ed myself on the email and got error message and I did not receive the email. Seems to keep happening. brad.nickel
Mailout
I want to establish a campaign and associate leads with that ... i see that this is functionality that is slated for development. In fact what i want to do is associate say 1000 leads with a campaign. ie i bought a list and want to send out a flyer. i will want to breakdown the list into groups and created a mailout code for the leads, so i can do a defined amount each time so Campaign has 1000 leads broken down by mailout code Then importantly i want to be able to export these so i can merge with
Currency
Hi, I tried to go to setup>>admin settings to change currency, but there is no such field to customize. Can you help me? eros.pt
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