New Contact
Adding New Contact while displaying an Account Information doesn't work ... Anybody had the same experience? Thanks, Sabina Sabina Spilkin
City Missing in Leads
The City field is blank in the view mode of leads. When I click edit, the city is there. Jake Posey
My data fields are missing!
I need your help: I can't see the details for the records!! When I click a task, an account, a contact... I can't see tha data fields in the detail page!! Could you help me?
Contacts
Is there a way of linking a contact to more than one account ? I have a situation where a contact owns his business, plus he consults another, and we do work for both companies... PAA
Erasing Fields
Many times when typing in labels in the fields and I hit "sort", some of the labels (words) just disappear, even if I have tried to save. PAA
Outlook Plugin for the ZohoCRM
Hi, I would like to know how we can buy the Outlook Plugin for the ZohoCRM. Kayhan International is a company of 30 people. We have 7/10 people who need CRM capability. We use Microsoft Outlook 2003/Exchange 2003. We would to try the Outlook Edition before I buy. Could yo give us access for a couple of weeks. We currently use StructuredWeb but it is not very friendly and the sales people want it to easy. Thank you Daniel Hellriegel Kayhan
Account error
Changing the Account Owner crashes the program and brings me to a blank page. When I check to see if the changes were made, they were not. Help PAA
Field Edit
Under "accounts", I am not able to edit the "label name" for any of the fields, in this case, "rating" Please Advise... Peter Anthony Amador
\"City\" Field
I have run across a glitch in the system where the CRM is not displaying the "City" field. The place is there for it but it does not display the name of the City once the data is imported. I have used the same lead file (CSV Format) on other CRM's and never had a problem. The import interface displayed the info during import so it is apparent it was seen by the import wizard however it is not dispaying the data imported in the City Field. Everything else displays properly. pdepalma
Crashing
Now, that I am having a little more data entered to the program, I am having more frequent crashes, when going from page to page. The error says > session expired < sometimes it expires and sometimes I refresh it, and it goes back to the last viewed page. This makes me a little nervous, if the program feels heavy with such little data. Please Advise... PAA
"Created By" field is not movable
I am creating new fields in Potentials. However, when I set up the page layout I am not able to arrange for the placement of the "Created By" field. I cannot move it or delete it and it is not in an appropriate location. Can you help?
Some improvements
Hi, I really appreciate the application, but I would like to suggest some additional functions to make it better: 1. Insert a "Save & Clone" button in the Tasks edit page for let the user close a task and immediately open a new similar task (this is really useful for repeating call); or make the "Save & New" button more efficient precompiling the Account and Contact field 2. Let the user organize the "Home" with more modules and with custom views for them (columns and sort) 3. Use all the columns
Suggestion
I have been using ZohoCRM for about one month now. I generally like it and find it to be very useful, although the learning curve is pretty steep. A couple features I think would enhance the program considerably: 1. A place to upload documents and templates (not email templates) that are not associated with a particular lead, account or contact, such as Word documents, etc., for those contacts who wish to receive info by mail instead of email. 2. A simple way to generate the address information for
Error with normal operations
Hi, sometimes I encounter a strange error doing normal operations (like inserting a new Potential or a new Task, for example). Today, for example, I tried to insert a new Potential for an Account and I got an error "Sorry, the page you have requested was not found." in return when I click "Save" (the URL was: http://crm.zoho.com/crm/CreateCommonModule.do?module=Potentials ). It was not the first time that I see this error. Giordano Brachini
How to export invoices
We are looking at an add-on for QuickBooks Online that allows us to import data into QB Online. We need to know how to export invoices from Zoho CRM into a CSV formatted text file for import into QB Online. Is this possible. Please get back with me as soon as possible. Matthew Hansel
Is there an Outlook Edition planned of OS X?
Is there a way to link mail.app, address book and ical to Zoho. If not, my love at the moment is Zimbra, which is just so beautifully compatible with Zoho on so many levels....can't someone start looking at creating some good enterprise mashups? gheljn
Outlook Edition (Trial)
Hello, may I try the Outlook Edition for some days before I buy it? Thank you, Giordano.
Outlook plugin and Users interation
Hi, I would like to know how we can buy the Outlook Plugin for the ZohoCRM. We would also like to know how the ZohoCRM can manage the users interation. I mean: in our company we are 7/8 people and we would like to create events that can be assigned to more than 1 user. We're trying to do this for 2 users, but it seems like it's not possible... Could you help us? Thank you, Giordano. Giordano Brachini
Authentication required to send mail
Hi I'm having troubles to receive mail notifications from Zoho CRM. Here is the message that your server is receiving from my SMTP Server's Provider: ***** The original message was received at Tue, 30 Jan 2007 21:26:32 -0800 from [192.168.150.192] ----- The following addresses had permanent fatal errors ----- <acruz@tekbrain.com> (reason: 553 Authentication is required to send mail as <acruz@tekbrain.com>) ----- Transcript of session follows ----- ... while talking to smtp.mail2.triara.com.: >>>>>>
Outlook Edition
I was under the impression that one could have the Free edition and then pay $3.00/month to add Outlook functionality. That doesn't appear to be correct. So, before committing to the full paid edition, can you activate a short free trial period for the Outlook Edition to work with my free account so that I can determine if it is what I need. Thank you. Greg gregdbc
Some important ideas
Could you set up Zoho CRM so that you can set your default type set larger for faxing? Also make it so we can save to Adobe, Open Office, MS Office, in short something so we may email. Make it so we can print notes and emails like quotes and other such. Thank you Steve Lurie
Creating Quote - Insuf. Privs.
I have an end user trying to create a quote but keeps getting insufficient priviliges error. Her access is restricted but she does have access to create quote - read and write. She also has access to create products. What else does she need access to? Thanks, Mat Mat
Texts don't wrap around in email
This was not a problem before. Then the text box disappeared in the 'Send Mail' form. Then it came back in. But this time the texts don't wrap around anymore. It's not the browser -- I've tested both IE and Firefox, and both result in the same problem.
Sales Order Print Out
I would like to know how I could have the customers telephone number show up on a printed out sales order. In general I would like to know how to customize the Sales Order form to is will appear as I would like it when printed. James James Taylor
Product Entry Duplication
I am testing the system for 2 days now. Just noticed that the entries somehow dublicated or even triplated themselves. I did not understand why it happened or how it happened. What should be done now? Murat Murat Sezer
Exporting
Is it possible to export data such as contacts or emails to outlook or make backups to other standard programs? ie.. word, exel :D
Tapping into the Contacts database via an API
Our web site has a section that could be populated with data from the contacts we have stored on the Zoho CRM. Is there any way of getting direct access? I am aware I can export the data and cull from there, this would just eliminate one step.
Importing notes
Is there a possibility to do a mass note imports. Notes being allocated to accounts, potentials, cases etc.. Michel Halbaut
creation of a quick note tab
I have been playing with teh application for a few hours now. I am aSugar CRM pro user and am considering switching. I like what I see so far. Creating notes for contacts, opportunities, accounts s very imnportant and is a frequent occurence. I see sebtabs such as new leads, new opportunity, new campaign etc.. Yet, I do not see the new note tab function. Creating a note in one click is important. Any suggestion ? thanks Michel Michel Halbaut
OULOOK PLUGIN
Nice product. Why is OUTLOOK EDITION blanked out? How can I use that??? Thanks. TVG info
Importing Leads from CSV
I have exported a CSV file (my leads) for importing into another ZOHO account but it will not import. Surely the format is right since it comes from ZOHO. Please advise...
Flat View Button
Hi, I really enjoy using Zoho CRM but the only thing which is missing in my opinion is to have a "View All" or a "Flat View" button. It would be much easier to see all the open or closed activities on one page instead of opening them one by one to see the comments inside. I don't know if it's very clear but it would really helpful for me to have this function. Thank's a lot for your great work and apps montafor
Company Logos
How do I add my company logo to a purchase order? Also, how do I get custom fields to print? Sincerely, Alan acohen843
Field Level Security Loop Hole
Even if you block certain fields on Account or Contacts to certain roles - like the phone number. The end users that shouldn't see those fields see them when they search for a specific name. The search result page displays the blocked fields. Email , Phone, Fax on the search results page. THIS NEEDS TO BE CORRECTED. It would also be great to be able to block these fields for only non assigned data. So they could see all fields on all their contacts / accounts etc... but fields are can be blocked
Import My Potentials Not Working
Hi, when I try to import my potentials it just spins and spins. It was working and now it is not working. Are you working on something? permitplace
URGENT : I can\'t add new leads !
I have an error page when i try to save... Please help me! Jean-François Ruiz
Last Contact
I would like to be able to run a report showing the last time I contacted someone. I want to use this program to make sure I contact people once a month. I would like to be able to run a report showing when the last time I contact someone.
Zoho Suite Link
The Zoho Suite link doesn't work when I click it. I am using IE 6.0 and all it says in the lower left hand corner of the screen is 'javascript:;'. Thanks! toliver
Creating Mail Merges for letters
I was not able to find a way to merge VIEWS to a letter, can this be done without exporting to MSWORD and MSEXCEL? temiller11
Sales Order Convert to Invoice
Can I convert a Sales Order to an Invoice?
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