What is Wrong with Zoho CRM and How to Fix it -- But first the good news....
I have recently been evaluating all the major CRM platforms aimed at small to medium businesses. This has included: SugarCRM ZohoCRM Batchbook CapsuleCRM Landslide Salesforce Solve360 and at least 5 others Each has their own strengths and weaknesses. Getting a current understanding of each of these is impossible unless you sign up and really go through their features from the inside out because it is a moving target. The first thing that I want to say about Zoho is that it is very impressive:
Contact Merge Freezing at Submit Frame
When I try to merge contact records, I pull up one of the records, go to "more actions," click on "find and merge," mark the contacts I want to merge, make any changes I want to, then click "merge." Then the screen goes dark, and I can't click on the "submit" button. The screen freezes that way until I hit the back arrow. The records are not merged. Thank you.
Custom Reports
Trying to run a report that shows all customers that have no activity in the past year. Under standard filters I can chose a number of "last activity time" choices. this is good. Only problem is I cant chose customers that have NO activity. If I leave Activity time as "custom" and leave it blank, then under "Advanced Filters" contact last activity time "isnt" there are no selections for last year, 120 days, 90 days etc. I have to physically choose dates. Cant we please have a report that would
very disappointed per app for iPad
I purchased the standard version, but the iPad app is still in "read only" .. very disappointed. I think I'll go back to the free version because I bought just hoping to be able to use the crm mobile.
Reminders
Please allow task and event reminders to pop up as a window in the application at the determined time rather than only sending reminders as an email. Should include ability to have pop up appear at some user determined time prior to the event or task being due. kschuyler1
zoho campaigns and zoho crm: mass delete bounced/bad emails
I synced from Zoho CRM to Zoho Campaigns Zoho Campaigns tells me, after a mailing, I have X number of bad emails. I export the X list (there doesn't appear to be away to have Zoho Campaigns give the bad email address info to zohocrm) I have a list of bad emails in CSV format How do I use this CSV list against Zoho CRM to clean out the bad emails/contacts?
CRM Calendars Stopped Working
A colleague of mine has been using the CRM module for a couple of months -- no major issues. But now he reports that he can no longer see the "mini calendars" that usually appear when one clicks on (a) the nav-bar menu icon or (b) when he tries to edit the date of an Event (clicking the Edit link). (See attachment for pic of the mini-calendar about which I am speaking.) Has there been a recent coding change that would affect this? He's using IE for a browser. It's working FINE on my computer
Auditolog email
Hi! A good feature can be an "automatic send auditolog" every day,week,month to one (o many) email address. Thanks
Workflow rule for neglected leads
We're interested in setting reminder tasks for neglected leads (leads who have not been called or emailed in X days). Is this possible with Workflow Rules? Thanks in advance! -rick
Validate URL using Deluge
Is there a function in Deluge to validate a URL? I would like to move data from a custom defined text field into a custom defined URL field but only if the text field contains a valid URL. I tried the code in https://help.zoho.com/portal/en/community/topic/forms-and-url-validation with no luck. void workflowspace.fromWebsite2ToWebsite (int myContactID, string myWebsite, string myWebsite2 ) strContactID = input.myContactID.toString() ; map = getUrl(input.myWebsite2,false) ; URLresult = map.get("responseCode")
Zoho CRM Sales Tracking per Contract Start Date or Fiscal Year
My role is the win contracts which at times go for 1, 2, 3, 4, 5 years in length. I need to track total revenue and gross margin if possible per fiscal year and report to my line manager. How can I use Zoho CRM to do this if the contracts are won at different times through out the year. If a contract is worth $ 36,000.00 for the total contract term of 3 years and the fiscal year total is $ 12,000.00, but we are only 2 months into the new fiscal year or contract start date, is there a way that Zoho
List of Ownership, Picklist Sample
A flexible selection of ownership types to use in 'Leads' and 'Companies (Accounts)' . Corp. / Inc. / Ltd. / AG / SA LLC / GmbH / Sarl Sole proprietorship / Limited partnership Government / Public Services Association / Society / Cooperative Organization / Non-Profit / Charity / Non-Government Party / Council / Religion Private / Group / Club / Network Other The first two entries contain translations into French and German.
View Call Notes
I'm used to a CRM that shows me the notes of calls once recorded. Have I got something wrong as I can only see Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time Thanks, BryanR
How do you move a Lead contact from one user created view to another without moving the whole lot?
i have recently created a new view to move some of our middle east contacts over, however I am unable to move just these contacts without moving the whole lot? could you please let me know the process for this thanks
Formula field is not working
Hi, I don't understand why this formula field is not working : If(${Contacts.Salutation}=Mme, F, H) Please, I need help !! Best regards
Unable to populate data, please check if mandatory value is entered correctly #4401
I am getting an error while inserting Sales Order in to CRM using API. The problem doesn't occur everytime but only when the order includes a discount/adjustment. Following is the xml that I am sending with request- <SalesOrders> <row no="1"> <FL val="Subject">XXXXX Order# 123 - ABC XYZ</FL> <FL val="CONTACTID">1094327000000211001</FL> <FL val="ECWID ID">123</FL> <FL val="Status">QUEUED</FL> <FL val="Email">example@mailinator.com</FL> <FL val="Billing
Have upgraded from Trial to Enterprise and having trouble with customisation!
In the trial version I had full access to the permissions that allow me to fully customize the content within my leads contacts, fields etc. Now that I have upgraded to enterprise, I have only the ability to create a section and appear to have limited permissions in any other areas. I'm definitely no techo and would love some guidance here?? Regards Nicole
Zoho CRM App Showing Wrong User's Calendar
I downloaded the Zoho CRM App on both my iPhone and iPad. I signed in with my email address and password. Both are showing another user's calendar in my organization. Anyone know how to fix this?
Question about options for sharing emails in Zoho
Hi everyone, just wondering if this is possible. I think sharing emails is incredibly handy, but I don't like my reps being able to see each others emails. Is there any way that I can have a role so that my users emails are shared in Zoho but only to themselves PLUS myself as a manager? Or is it owner or no one at all? Secondly if I choose the option to only share emails when I choose the option to do so, is there any way to make the sharing ON by default requiring the user to disable it? If
Multi Select in EDIT unselects
I have Multi Select box in Contacts which in EDIT mode is loosing selections. How to stop this behavior? I dont want to reselect positions in this box every time I want to edit Contact.
Why is it $12 a month but you HAVE to have 2 accounts so really it's $24 a month?
Why cant you just be upfront? I only want 1 user - so why doesn't Zoho let me just have one user account for $12 a month?
How to make individually (not mass) sent emails show up in lead/contact profile?
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Related list clean-up
Over the years I've done a bunch of experimenting to try and repurpose modules to be a better fit for the business. As a result of this I now have a lot of custom related lists with the same or similar names, and I'm not sure where they came from. Any suggestions on the best way for me to identify the ones that are not in use vs. the similarly named ones that I am using, and delete the unneeded ones?
Task Pane Freezing
When I try to add a task, it's locking out on me....Is this a known bug in the system? It says it's loading then I have to click cancel to clear it and the task is not saved. Doh! Help please. Dave
When registering a phone call and I want to add a description of the call, I click 'More fields' but nothing happens.
When registering a phone call and I want to add a description of the call ("meer velden" in Dutch), I click 'More fields' but nothing happens. I can not add a description. When I saved the call and then edit, I can add a description.
impossibile to add data on Apple app
"you have not permission to add a record to this module" this is show on the app if I try to add some data. thanks
impossible to use app apple
I started to try the profile professional and I still can not add data to the application apple on my iPad. I restarted the application, but nothing. I have to pay to use the app now ? thanks
Multiple Potential for same clients
How can I establish multiple potentials for same client. For example: an initial sale makes the client eligible for secondary and subsequent sales of different amounts and closing dates. Do I need to enter the multiple potentials for each client through the New Potential function and they will list separately as discrete potentials.
Workflow
I have created a workflow that when a contact is added to the Leads module, it automatically send them an email. I have tested this and it has worked previously. However I uploaded some contacts on to the Leads module this morning and no emails have gone out! Can someone help please?
How do we incorporate infobip into the zoho crm so that we can send SMS messages
How do we incorporate infobip into the zoho crm so that we can send SMS messages
Just added a new user and they can send e-mails but not receive them
Hi all, I'm using the free 15 day trial of CRM and trying to configure my first new user. Everything's gone well apart from the e-mail side of things for the new user - the new user can send e-mails but doesn't receive the reply. If I check on the main admin system I can see the reply fine so I know it's there. In fact the new user can't see any of the existing replies either - only all the sent e-mails - no replies. When I click onto the e-mail tab on the new users screen it shows the following
List of all emails by all users in the email section
How can I see all emails by all users and a lead is a single list without the need to choose the a user's name from the drop down list under the email section?
Reply to email in CRM does not work
When email comes in, I read it and when I try to reply I cannot and always get an error as follows "Please enter in a valid To". When I click reply, the format shows as FirstName LastName <firstname.lastname@domainname.com> and maybe this is the issue, can this be resolved ASAP and I am surprised no one has requested this to be fixed, thanks.
why is there no company name associated with contacts?
i am sure there is a rational explanation, but it is driving me nuts.
What is my Zoho CRM username? (problems integrating with Zopim)
Ok, I was under this belief that my Zoho CRM username was just the e-mail address I use to login but for some odd reason, it is not working when i try to integrate with Zopim. I can't find where my username is so I would welcome help.
Importing Accounts and Contacts Simultaneously
Looks like I have to import my accounts and contacts, in these accounts, as seperate files. I would like to have a listing of all contacts in my account files. I have excel files that contain several records for each account with contact info. I want to import my records to reflect accounts and contacts in one import function. Can I do this? John Scrabonia
changing the subscription confirmation email
Hi, Can I change the subscription confirmation email? I need to change: Title Email Subject Text in a different langauge. Thank you, Sam
webtolead forms owner notification
Hi all, Since i'm a Zoho crm user, i'm very satisfied with all useful functions of this app. Unfortunately i'm having a little issue with de webtolead form. I choosed the lead assignment rule I choosed request for approval Everything is working well on our websites. But i also activated "notify owner record" but none of us is receiving email when a new lead is added with the webtolead form. Thx a lot for your help.
Autoname a field
I created a target tab for recording targets under a client. My question is that I would like the required "Target Name" to auto generate based on the account name and associated project name that the targets are being created for. Is this possible?
Receive a Email when new contact on CRM
Hi, looking for add on or configuration, for receive a email when someone use the CRM form? Everyday i have to login to Zoho CRM for see the new contacts, if any solution for sent me a notification to my email (gmail) Thanks.
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