skype
I want to inergrate our sip phone to dial instaed of using skype how do we do that jim
Create Invoice ERROR
When I add an invoice it says the page does not exist, I installed it on my computer,the error url is http://localhost/crm/ShowEntityInfo.do?id=null&type=insert&module=Invoices, but the invoice is already created actually, is there a way to fix that? Thanks!
Special characters in non-english language
There are some special characters in german (and other) language, that do not exist in english. For example the � in M�nchen (Munich) or � in K�ln (Cologne). City names are not the real problem (one can easily make a oe instead of �) - the problem are personal names, a lot of personal names contain these special characters. As we are in sales business here, we know how important it is to spell and write a customers name correctly, don't we? javascript:emoticon(':D') Very Happy In two "forms" i noticed
IE7
Had trouble with numerous (probably innocuous) IE7 alerts, so I'm sticking w/ Firefox for editing. dark
Errors
I keep getting an error message in my browser Randolph Cleary
Potential to an Account
How do I convert a potential to an Account. For example. I convert a lead to a potential and then I win the account. How do I transfer it to an account? Thank you. Jake Posey
Tab settings - customize
Please, I understand, would be better to merge "customize" and "rename" options at "Tab settings". You can use the same intuitive tools/way you use in "Edit Page Layout". Regards, Adrian ADF Boreste
Tab Settings - rename
Plase, allow to rename tab names in different languages, and as browser detects user language settings it switches to respective language. Thank you, Adrian Fritz ADF Boreste
SIC Code Field
Please, as a tip, place the web address were to look for (http://www.sec.gov/info/edgar/siccodes.htm). Adrián Fritz
Calendar
We are looking for some tools that could serve our company in the way is promised by Web2.0 concepts. Another set of tool we are also testing are from Google. Particularlly Google Calendar with the iCal format has some nice things I gues Zoho will benefit: - the same tool is used in private and corporate environments: this improves user's adoption, ... - you invite others to participate in events, and they give feedback directly to your calendar; - you can share calendars, from your team, your colleagues,
Customized Help tips
Please, allow to customize a help tip on every label field. Thank you. Adrián Fritz
Problems Importing Contacts
I experienced problems very similar to those that others have described when trying to import my contacts list. I exported the list from my Thunderbird v. 1.5.0.7 address book, choosing .CSV format. Having noted the advice to eliminate the apostrophe (�), I opened the file first in notepad, and did a search and replace to replace the � with nothing. It also occurred to me to eliminate the quotation marks (�). I then saved the file, retaining its .csv extension, and tried to import it. I received
Import problems
is there a trick to get the contact importer to work? it gets as far as attempting to import but no data swos up.. thanks Matthew
Problems with password recovery (By Mail sending)
Hello, I have a problem with Zoho CRM 5.0. I Create a user on the Login Page, and after i create a user, i cannot create another one on that same page. So I create a 2nd user in Admin Settings, and when I create this 2nd user, th password should be sent to the mailbox of that user, but the applications doesn�t send it. I have installed a file from one of this foruns, zohoCRM.jar that corrects this problem, but in my case the problem persists. I�ve make some tests to see if the problem was from the
RSS Feeds from CRM
Hi, It would be great if I could view RSS feeds from the CRM. Similar to basecamp's rss feed feature (though thats not a CRM) So, I can be notified whenever my sales team adds an account, a lead, or does something. salesforce didnt have this either to my dismay. :( Murtada
Import
Trying to bring my data into Zoho. I have tried csv and xls in various permutations with no success. Never get to the fields mapping box. File size is under 500k and row count = 1000. In csv, would at the very least be helpful to know how you want /r and /n handled. I have no more time today, probably not in foreseeable future to try to get my accounts imported. I will once again go looking for a crm that is more helpful than troublesome. If I had days to play with crm solution I would go straight
Web To Lead Form No Longer Working
The web to lead form stopped working today at around 5:00 pm pst - I have reposted the html and re-uploaded form, will not work. - Here's the web to lead form address: http://triggertouch.com/newbiz/html/bz_web_lead.html Please help, we cannot work with this down. Thanks Jonathan 209 505 0708 jmason@triggertouch.com jmason
RSS Feeds
Hi, Does Zoho CRM have RSS feeds? This would be a great feature, so users or administrators can monitor what's going on. Salesforce didn't have it, though I wish it did. Murtada
time
time on create view shiows a different time to the clock on the left side of the page ..how do correct the time i need united kingdom time.... thankyou NONE
Bug Report
Under lead source field I have "use first value as default" checked, my first value is Buyerzone but it doesn't work. It keeps coming up "web download" as default. Please advise. Thanks, Jonathan - jmason@triggertouch.com jmason
How to delete a user
How do I delete a user that I added. Jake Posey
extra custom fields and new layout not printing in quotes
we have added approx 15 new fields to quotes, and changed the layout. but these changes do not reflect when we print a quote. how do we change the layout and content of the printed quote? also how do we email a quote directly from zoho? Wayne Robinson
Server wont start
Hi, Randomly my zohoCRM server stopped starting. When I try and manually start it I get the cmd box running the commands then I get the flash screen which says "starting server" after a while the flash screen goes away and comes back again saying "starting server" this happens a few times before it gives up trying to start the server. Any ideas? this is really urgent
javascript problem on select product popup
cannot click on product name to insert into quote Wayne Robinson
Adding Custom Fields
I am having trouble getting my new Custom Fields to show on the Form for leads - I have created the Fields in the Setup - Leads - Field List area and the Page Layout shows in the Lead Information Section However when I go to create a new lead they are not there? what am I doing wrong? andrew.stebbing
Enabling Web to Lead
How do I enable this feature? Its grayed out in my setup menu. John C
quote form - will not print custom fields and new layout
Hi have added fields and made new layout of the quote form, but when we print a new quote nothing changes? regards Wayne
Invoice Form
Is it possible to change the default titles on the invoice form 'Product Name' 'Product Code' 'QTY' 'Unit Price' 'List Price' 'Total' We would like to customize this but am not sure where to go to edit them. Thanks, Mat Mathew Giovanello
grand total
I tried to customize the Invoice Reports and Grand Total column disapeared and it is not available in the columns selection section for the report... Thanks, Sabina Sabina Spilkin
Questions about our account
I wouldliek to obtain some information about our account. Who is the account registered to? I know we pay for the additional users but if we wanted to make changes to the account can we or is it only the administrator? Please let mw know wher i can obtain aswers to these questions ad if you have a customer service line where someone answers. Thank you. Christine Fuller Christine Fuller
Country Name
Country Locale field for most of the page does not contain "Malaysia"
Problems with password recovery (By Mail sending)
Hello, I have a problem with Zoho CRM 5.0. I Create a user on the Login Page, and after i create a user, i cannot create another one on that same page. So I create a 2nd user in Admin Settings, and when I create this 2nd user, th password should be sent to the mailbox of that user, but the applications doesn�t send it. I have installed a file from one of this foruns, zohoCRM.jar that corrects this problem, but in my case the problem persists. I�ve make some tests to see if the problem was from the
website is slow
I am currently evaluating zoho crm and it seems like a good tool, but the web site has become unbearably slow. Upon going to the site, or clicking a link, it takes up to a full minute just to load the page. jeff.plummer
Outlook Edition
I'm trying to import contacts and it just hangs up on the importing screen. also, I would like to install Outlook Edition but it is greyed out. Is it a pay for item only? Thanks, marklharrell
How to change a company name
I am trying to change a company name from abbreviation to a full description - but the Name field in Company Details seems to be the only one I can't edit. We'd like our full name to be displayed on the invoices, etc Sabina Spilkin
Clinics Page Layout
I am unable to add another field in the Clinic (account) edit page layout page. please help. thanks. Kevin St Clergy
dates for cases
Pete Fox's email is not working at this time - please respond to previous inquiry to kay.olson@amplifon.com Can you remove Case Number and include date entered instead? Pete Fox
email
Does zohocrm have the ability to send or receive email Andrew Garnett
Acount import
I am gettting a caution screen that says "Please check whether the file is proper .xls or .csv file. I am trying to import a csv file about 144KB in size. David Fosse
Cases
When we look at cases - could the date entered be identified instead of the Case Number? Pete Fox
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