email templates: footer info is not being saved
ZohoCRM: Bug: footer data is not being saved please see screencast for more details about this bug: http://www.screencast-o-matic.com/watch/cijQhqwF You can also see my other screencasts here: http://www.screencast-o-matic.com/channels/ciiwnKhP Dennis Daniels
try adding this list to your pick list and see what happens
Duplicate value problems. http://www.screencast-o-matic.com/watch/cijQe7wb I thought the offender was kitay gorod which appears twice so I add strings to the second kitay gorod to make it different but the .js still complains of duplicate values... I think it's because the pick list is limited in size... which is it? Please include a more descriptive error message in the .js like... kitay gorod appears twice... tell the user where the duplicate value is. -Sokolnicheskaya Line- Ulitsa Podbelskogo
Request Custom Field Settings : Accounts> _Please Alpha Sort
Please sort the Select field type by alpha. thanks Dennis Dennis Daniels
bug in posting to forum
http://www.screencast-o-matic.com/watch/cijQn8wI I've seen this before and it's happening again... Dennis Daniels
screencast: How to export contacts from a campaign and how t
ZohoCRM: How to export contacts from a campaign and how to email just those contacts? Goal: email just those contacts from that campaign... how do I do it? Export only includes data about the campaign not the contacts from it... futhermore, help is very quiet on how to email contacts from a campaign. Please point me to the URL where I can read on how to do this. As well, I need to know how many contacts are associated with a campaign. And please! Include more business use cases in your help docs!
Screencast: Can't Share Tasks or Events
http://www.screencast-o-matic.com/watch/cijVnKU7 Zoho: Can't Share Tasks or Events I need to be able to share tasks and events with others in my organization... as well I want to be able to notify others that we'll be coming... this would be a good place for a modifiable email template! dgd
screencast: CRM contact views UI oversight and a bug
When I click on view last modified I want to see when it was modified as well as by whom. Furthermore, last added contacts are showing up blank even though I've added hundreds in the last week. thanks Dennis http://www.screencast-o-matic.com/create?step=share&sc=cijjcZwX dgd
screencast: Email limitations with record type and field sel
-Can't change the record type after beginning work -No access to fields from other records/parts of the DB These limitations make the email Zoho CRM component (perhaps the biggest part!) very time consuming as there are very few workarounds to this problem. Please reconsider the UI and the functionality of the email CRM components! thank you! Dennis http://www.screencast-o-matic.com/watch/cijjeew2 dgd
Screencast: Include Account Name in the Contact Export and A
ZohoCRM: Include Account Name in the Contact Export Trying to work around not being able to export just a few names I found that the export of contact doesn't include field for the string of the Account or Vendor Name... please include this in the exports! Having to look up an integer to get a name is a very time consuming business... In an immediate future release please strongly consider granular exports of contacts... I've spent nearly two hours trying to get 21 contacts from a campaign into a
Set up->Provide Field Details: No description field
As we are customizing ZohoCRM it is very useful for us to put descriptions of the kinds of data that should go into fields to help our users. Please include a description field that either calls a rollover to display a description or include a link next to every field so that we can document how to use certain fields. thank you Dennis Dennis Daniels
Is it possible to track customer contact history?
I can't see where we can track contact history and sales history for accounts. There seems to be nothing in the account section, nor the contacts section. I know it's possible to place an text area in each section to manually enter comments, but that's not the same as tracking activity with the prospect or actual sales by account. Somebody please correct me if I'm wrong. These are basic CRM functions and are needed. Thanks.
Is it possible to track customer contact history?
I can't see where we can track contact history and sales history for accounts. There seems to be nothing in the account section, nor the contacts section. I know it's possible to place an text area in each section to manually enter comments, but that's not the same as tracking activity with the prospect or actual sales by account. Somebody please correct me if I'm wrong. These are basic CRM functions and are needed. Thanks.
selective export for those with rights, PLEASE!
For users, with permission, please allow for selective export of contact/ account etc. Exporting all to filter for 15 or twenty is not a very good use of time... with regards Dennis dgd
Screencast: Event Needs A Venue URL and a Map URL
Zoho: Event Needs A Venue URL and a Map URL Zoho: Event Needs A Venue URL and a Map URL Please provide a URL for the map AND for the Venue's web page... _two new fields_. http://www.screencast-o-matic.com/watch/cijVi8vc dgd
EMAIL NOT WORKING
I try to send mail to leads and contact and I get this upon submit: 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 :oops:
Screencast: Zoho: Event All Day
Zoho: Event All Day Option Please put an option to indicate that the event is all day so users don't have to fill out four separate fields. http://www.screencast-o-matic.com/watch/cijVjFvV dgd
screencast: UI inconsistencies in Contacts
Can edit some fields but can't edit others in the UI... using the edit button at the top allows for nearly all edits. http://www.screencast-o-matic.com/watch/cijVcOUm dgd
Make email template subject line accept more characters?
Currently, I seem to have a limitation of 32 characters or thereabouts on the subject line of my email templates. However, this is to short because I'm using merge fields whose code takes up way more characters than the actual text that will be inserted. Can you lengthen that field to accommodate using merge fields? Or is there a way to customize that already?
lead mofified by /time for all sections of a page
Context , For readability purposes, I have created a number of sections in a page ( Ex lead, accounts etc ). At the present time, the system field "modified by and time" gets modified only when a field that belongs to the top section gets updated. It would be very useful if all fields that are modified independant of their respective section of the page lead to automatic fields "modified by and date" updating. It is important since itb allows for systematic identification of all leads/ accounts that
Dragging fields/sections in contacts setup
Hi, The advisory says I can drag fields in the edit page layout section of setup, putting things where I want them. I can't. No matter what I do I just wind up highlighting the text. Nothing moves at all. What's the trick? Thanks.
screencast: More Templates and Training on How to Use Them
http://www.screencast-o-matic.com/watch/cijVVuUd Zoho: Request More Email Templates A little surprising that there are not more templates or training on how to create them... dgd
Exact layout in PDF invoices
Hi, is it possible to modify the display of the fields in a PDF invoice so it matches the exact layout of a pre-printed invoice form? Thanks in advance, Gustavo
In SalesForce.com, they have something called "queues&q
In SalesForce.com, they have something called "queues". What might be the equivalent feature in Zoho CRM?
Associating in the " Accounts view" all contact n
Currently, in " Accounts View" mode, we can view notes created for the ad hoc account. Very useful ( We used to benefit from that feature in Sugar CRM ) would be the ability to view all notes from all contacts associated with a given account. This woud provide a snapshot view of all notes created for a given account. Thank you for considering this welcome feature Pentrez
How to store product info of sold products?
Hi, I'm interested in using this as a CRM for a web hosting business. A very important part of the business is keeping track of the passwords, user names, and expiration dates, per product sold. How could I store this info in Zoho CRM? What would you suggest?
cases - can it be used to track a customer email exchange?
The goal is to assign a case (done in zoho), then email the customer from zoho w/the case number, then auto-route the customer response with the case still in the subject line, maintaining a thread of the conversation. Basically, OTRS has this functionality, so I thought I might replace OTRS with Zoho if this was possible. gr8tango
Mail Server configuration
Hi all, Need guide to setup Mail Server Configuration: I tried to add a new user but the user did not receive email with password. By Default is smtp and Port is 25. I tried with Authentication with username and password as well but still not working. Anyone can help me what should I fill in for Server Name, and does the authentication is required? My Environment is not running any exchange server.
Screening for blank fields when using filtering criteria
Useful would be the ability to screen for "blank" fields in reports. We currently run reports and exports them in Excel. Using Excel filtering capabilities, we then can detect fields that were left blank by the data entry operator. Short of making ad hoc fields mandatory, I would suggest adding a " Field X" contains "nothing" capability to what is otherwise a comprehensive filtering system. Thanks for considering what would seem to be a relatively easy request to meet. Michel
Screencast Set Up - Fields- Products -Vendor is missing... B
Description Screencast Set Up - Fields- Products -Vendor is missing Bug? Potential Bug in http://crm.zoho.com/crm/EntityFieldCustomize.do?module=Products Can't edit Vendor list or change fields at all because Vendor is not there. http://www.screencast-o-matic.com/watch/cijVjUvn dgd
Dragging fields/sections in contacts setup
Hi, The advisory says I can drag fields in the edit page layout section of setup, putting things where I want them. I can't. No matter what I do I just wind up highlighting the text. Nothing moves at all. What's the trick? Thanks.
Who has privileges to mass delete and export info?
Hi, I saw the features to mass delete and export info. Can ANYONE do this, or just the administrator? If it's any user, then a disgruntled employee could wipe out an entire list of accounts. Even if only wiping out his/her list, that's a lot of info to see disappear. Same with exporting. If anyone can download critical company data, that's not a good thing. Looking forward to the answers. Thanks.
dashboard
I am trying to create a custom dashboard and add content. I was able create the dashboard but I can not add content. I am trying to create a table of current tasks, when adding this component I get an error message, "Source Report cannot be a Tabular report" Can this be corrected. I would like to create a dashboard to use as my home page and need to add several components that I can not currently add. Thanks for your help. Brett Thompson
Resetting passwords
I have just had an employee leave the company and I want to use their login again for their replacement but they have changes the password and the reminder, it is a standard user account with a generic department@company.co.uk login. Is there any way I as an adminstrator can go in and reset the password?
Feature Suggestion
Hello, When opening activity's from within an account overview page should it not go back to the account page after completing the activity. Say I am in the account page ( the page with all the activity's related to an account) And i click on the invoice section to see all invoices for that account. But i decide that i need to do something else related to that account first. So I click cancel. As it stands now i am brought out to the invoices page with all invoices from all accounts. It would be
Title
Hi CRM Could you improve the title part of the first name in the lead module Mr, Mrs, Ms, Dr, Prof., to include Miss, Mr. & Mrs. or allow alterations or in a seperate field. markhudson
sharing calendars
we are evaluating ZOHO CRM to use for a small startup business. There are 3 of us who need to see ach others availability to make calls and meetings with customers. We can seem to be able to see each others calendar in the free version of CRM. is this facility suppoirted? if so how? Laurie Reynolds
Possible Sales
View shows all sales, how do I filter so closed sales no longer show? tony
screencast: Extremely Limited Email Templating Tools
ZohoCRM: Extremely Limited Email Templating Tools http://www.screencast-o-matic.com/watch/cijfeRvp Email templates are the heart and soul of a businesses communication management system... ZohoCRM's email templating tool falls far short of the power needed to be effective. See more of my Zoho screencasts here:http://www.screencast-o-matic.com/channels/ciiwnKhP dgd
List of all screencasts/ trainings provided by ZohoCRM
I just found this screencast in the blog: http://zoho.com/crm/videos/zohocrm-sheet-integration/zohocrm-sheet-integration.html I'd like to see a list of all the screencasts produced about ZohoCRM specifically and Zoho in general in ONE place. Preferably this list would be in the help files and in the forums as well. thank you Dennis dgd
Desirable Features and changes in Zoho CRM
I made a list of deasirable features as well some necessary corrections in Zoho CRM: 1) allow to make conference calls in skype from Zoho CRM 2) calls in skype from tasks 3) due time in tasks with pop reminders 4) call logs 5) schedule meetings from activities/calendar with many contacts sending meetings reminders to all invited attendees with quick answers. 6) sync with quickbooks 7) in activities page there is not a button for creating tasks or events. 8) there is not Quick Create for tasks, events.
Next Page