Zoho CRM Wish List

I would like to add few things to this wish list:

1- improved reporting capabilities (access to more fields)
2- ability to add more components to dashboards
3- improved personalized home page creation

I would like to bring my POP Mail into the CRM

I would like to track my opens on my e-mail

I would like to add things to the list too!

1. Would like to bring my POP email into Zoho. Outlook plugin will not work for us - we are a Mac shop and do not have Outlook.

2. Would like to have more flexibility in creating and designing the tabs within the account. I have been renaming and re-creating the tabs to best suit our company. It would be nice to add additional tabs, and be able to determine and build out what modules or features to collect on each.

3. Ability to link other Zoho products into each other. I would love for us to use Zoho Project, but we can't unless it can be integrated into CRM.

It would be nice to have a read receipt option. At least I can tell if the person has read my email before pursuing the lead.

It is imperative to be able to send e-mail from within the case.

The only way to do so now is cumbersome and does not apply to the specific case you are working.

Hi – I’ve worked a lot with SF in the past so sorry if this list is a bit SF but I think Zoho is an amazing product with a great development team…

1. Customizable related lists
2. Improved multi tab reporting
3. Custom tabs
4. API access
5. A means to publish half filled forms from Zoho for customers to complete (the results to populate Zoho)
6. When emails sent from Zoho with attachment, the attachment to show up under attachments (its works for Outlook sent emails)
7. Read Receipts
8. Lead Queue
9. Ability to show account hierarchy (parent account etc)
10. Partnership with OneSource/Dun and Bradstreet
11. Custom Links
12. Custom Buttons

Can I also add that a really great feature would bo the ability to send emails externally as part of workflow?

I would like to remove items that don't pertain to my industry in area's like products and to be able to add products from within a pricebook.
I wold like an API to Norvax, (essential for health insurance) to get leads from one to the other, and a general API to get my lead sources to direct enter data into ZohoCRM.
I would to be able to have leads show up in contacts yes / no.
I would like to be able to create related contacts when I'm using the Account Tab.
Oh, world peace would be nice!

I'd like to advocate for not just POP email but also IMAP support.

What would also be amazing would be some kind of integration with Zimbra. Salesforce.com already has a 'zimlet' which does this.

http://wiki.zimbra.com/index.php?title=Salesforce.com

I'd also like to mention that the API can't come soon enough. ZohoCRM could be extremely powerful with the addition of a well implemented API.

I'm eagerly awaiting the release of the API to hopefully be able to link ZohoCRM with my shopping cart API (ProductCart) as well as the iContact API (for newsletter management/marketing campaigns).

I'd also like to advocate for more powerful backup/export options. As it is now, we're forced to pay a fee, wait for our data to be made available for download, and then the only way we can download it is in individual CSV files? I personally don't see this as acceptable.

I'm hoping that maybe the API will address this by allowing those with the time and inclination to implement their own solution to pull data out in more sophisticated and meaningful ways.

I would love to see integration with Mac apps -- Address Book, iCal, and Mail.

Also, please allow for customization (or different base setup versions) for different business types. I'm a consultant, so the product-based fields are useless to me. It would be good if you could enable time-based (per hour) quoting and invoicing rather than per-item based like it is now.

I think you need to get the email part sorted - the outgoing is great - but it really needs to interogate mailboxes to check if there are any emails - new or old for contacts to associate with a record.

Setting up an incoming support email address on my server that Zoho integregates and downloads emails from would be fantastic - just as your web-lead, web-contact and web-case are great.

Calendar integration - we do not use your calendar because it doesn't sync with anything - (if we used Outlook this would be different - but we don't). Can you allow easy calendar sync - via outgoing feeds and incoming feeds from other calendars etc - this would be a great improvement. Ultimately I want to get the stuff from my work calendar and Zoho onto my mobile phone - I currently can only sync my work calendar!

Keep up the great work - stop working on all those other projects - CRM is the best and the one that will bring you some great money - I have advocated it to more than 20 companies and 4 of those are now using it - but they do complain about email and calendar also!

I've just discovered Zoho but am already impressed.

A couple of features that I already would like to see:

Mobile component that would allow for creation of quotes and invoices and then printing via IR port to a mobile printer.

Ability to directly convert a quote to an invoice.

I'm currently evaluating Zoho which was recommended to me by a friend. We have small web-based tourism business and we bill our customers using Paypal. Do you have Paypal integration features?

Thanks,
Ronit Ne'eman

Hi there, I am new to Zoho and really see great potential here. One feature that is critical to my business and found in most CRM's is the ability to link items (events, notes, leads) to multiple contacts. I see that Zoho allows you to link an event to 1 contact, but I have not seen how to link multiple people. If I overlooked it, I apologize. If not, this is really important and an absolute must for many sales people!! <br> <br>I also agree with many of the posts above when it comes to having the email, calendar and mobility sync abilitys work flawlessly. <br> <br>Keep up the great work Zoho!!!

Need the ability to have the contact name and company name to pre-populate when selecting the 'Save and New' button when completing a task. <br><br>Right now, if you complete a task and want to 'Save and New' to create a follow up task, the contact name and account name do not show up in the new task form. This has caused NUMEROUS issues for my staff - we now have many tasks created, and not attached to any contact or account. We are all old Salesforce.com users, and this is a habit that is hard to break. It seems to be an intuitive way to do things.. this would be a great feature to add to your next update.

I would like to see the integration between Zoho and Jigsaw.com as Sales Force. com has negotiated. This would be a real help and asset to sales people no matter what industry. <br><br>Thanks for the Zoho Team. You are great and have made my life so much easier.

First off well done on producing such a fantastic tool! I've found the most off-putting thing is trying to decipher some of the terminology - I'm not clear on what is meant by some of the basic terms used - for example what is the difference between: Events, Activities, Tasks?

I'd love to see a glossary of the key concepts - I've spent ages wandering the Wikki trying to nail some of these basics to no avail - consequently I'm that I'm playing with the system rather than being productive!

I know that I'll really benefit from persevering on the learning curve...but so far it's more pain than gain!

I like what you've done, I came to try it after your post on our site this morning.


I think that the support cases and solutions needs to have an integrated web knowledgebase. That is one key feature that I get from salesforce that I would need in order to switch.

Ian,

You may take a look at the following link to know about the Events, Activities, Tasks:

http://zohocrm.wiki.zoho.com/Activities-Calendar.html

Thanks,
Adam.

- Translation to Brazilian Portuguese
- Functionality to change field names, similar to the existing tab name change.

multicurrency

Hi you guys are doing a tremendous job @zoho, just one comment is there a quick way to turn a contact into an account? If you consider some kind of button or drop down field in the contact account to accomplish this.
thanks
Luis

Hi,

We sales our products through dealers to the customers. I need to keep track of samples sent to dealers and sales generated by dealers. How do I achieve this functionality in zohocrm?

Thanks

1. Customizing layout of quote, S-order, P-order and invoice is mandatory! If I cannot translate it into local language, I cannot use it!


2. Address copy - when editing new contact it should be possible just to import account's address as contact's address. For 1 account (customer) it is normal to have more than 10 contacts with the same address as account, but we must mannually write the same address each time

I'd like the Purchase Order numbers to be automatically generated


At the moment, I have to keep a track of the numbers I use, but Zoho could do it for me.


It does it for Invoices, why not Purchase Orders ?


Apart from that, good product, Purchase Order css needs to be looked at as well, there's something wrong with it. Print Preview looks great, but when it goes to pdf, it squashes everything together


Thanks

Si

Forgot to mention that I'd also like to be able to mailmerge to Word documents easily.


i.e. we've got a nice invoice template we use in word and I'd like to be able to pull the customer information out of zoho into the word document


Thanks

Si

I'd like to have freeform text boxes to capture notes within the lead and contact tabs

The ability to use user variables in email "from" and in assigning tasks.

I'd love to be able to access data from my phone. I noticed that freecrm has this feature.

When a quote is converted to Closed Won, it should automatically create an associated invoice to bill the customer, and also should create a case to either ship the product or create the product.

Any way of setting your own starting invoice number rather than using the one that Zoho randomly creates?

Thanks,

Rommel

I would like to be able to import my leads from MS Office Excel 2007 for mat. As far as i can see this is not possible? I am a beginer and only can set up an excel sheet for importing into CRM, other CRM's i have been using this is ok, can i do it this way with yours?

Thanks

Jeff

Hi Jeff,

You may try selecting SaveAs and select "CSV delimited". Now, try importing the file to Zoho CRM. If you still have any issues, please send the sample file to support@zohocrm.com and we will help you with it.

Thanks,
Adam.

Hi Rommel,

Yes. You may goto Setup --> Invoice Settings --> Fields List and create a new custom field with Auto Number type and provide the starting number that you wish. Once its done, goto Setup --> Invoice Settings --> Edit Page Layout and move the default Invoice number to the Available Field List and position the new field that you created for numbering the invoice number.

Thanks,
Adam.

will it be possible at some point to reply and forward directly from Zoho CRM or alternatively that the correspondende automatically synchs with Outlook. It think you have a great CRM system, We are just missing a few e-mail features for it to be perfect. Please let us know if you have any development plans in that area.


Thanks. Henrik

We would like to be able to manage our inventory by country as we have several warehouses accross Asia.

Right now we added a "country" field to each product, which is not ideal as it actually duplicates the same product. Also if we want to make a PO of a product, several identical products are shown since the country is not shown in the selection window... Can you please change that for now?

Thanks,

Eleonore

Hi, a few more things:

1. As we are a trading company, it would be great to be able to convert Leads (that came in from the web-to-lead form) into Suppliers (Our Principle) as well, not only into Accounts.

2. Can you also make a Delivery Order Template? Or even a DO module that will be linked to the invoices module perhaps?

3. Is there any way to have multi-currency capabilty? Because for instance, we buy a product in EUR and resell it in SGD.... That's quite important.

And finally can someone explain me the difference between Unit Price and List Price?

Thanks a lot!

Regards,
Eleonore

Actually it should be allowed to customize the View in the "Product Name Lookup"-window that pops-up when creating a PO or Invoice etc.

I am working with the Workflow, and I would like to see the ability to support a dynamic "fax-on-demand" kind of option. Specifically, I only need the ability to create an email address like this:


${Potentials.Fax}@faxservercompany.com


Currently, the Workflow Alerts section to add a recipient email will not accept the "${Potentials.Fax}" portion of the email string as a valid email address.


Why? As my sales team is updating the contact information, and someone indicates that they would like additional information faxed to them, I want the workflow to notify the next level of sales management AND for the fax to be sent to the client using our Internet-based fax service. The phone number that the agent was given is logged in ZOHO CRM in the field "${Potentials.Fax}".


I hope this makes sense.


Thank you! This is a GREAT product,

W Haynes

Convert a gmail contact to a Zoho CRM lead.

I would like to be able to sort views or lists alphabetically. For instance leads and contacts. I am not sure what the default sort order is but its no alpha and that makes the look up really hard. Also the default view when I search a lead shows the lead name on the far right. It should be the first field in the view and there does not seem to be any way to modify that view. Thanks for any feedback.

Gail Nowacky

Hi Gail Nowacky,

You may click on the Edit link near the view drop-down box to bring the lead name to the first using the arrows that is provided in the selected columns box and save the settings. In the list view, click on the column name to sort it in ascending/descending order.

Thanks,
Adam.

It would be great to be able to send things to Zoho CRM like you can in Zoho Planner. For instance, send an email to Zoho CRM and have it create a task. I use Remember The Milk a lot and it has that feature as well. Just send a quick email and boom, it's in my task list. I use this for my personal items, it would be great to have this same feature for my business items.

It would be great to have a "Where to start" document in the help forums.

For us, Zoho would be perfect if you could mailmerge contact fields with word templates for writing letters and record them in the contacts history.

I'd like to chime in and add that there needs to be more features for the customer support side of things.

Specifically:
Ability, without an Outlook Plugin, to CC emails to the CRM and have them be parsed and posted to the appropriate case/lead/opp.

Maybe have a Self Service Portal for customers to access solutions.

Please, It is more than a year that I'm waiting the REST API of Zoho CRM!

We have had to leave ZohoCRM because of a lack of API - this is a real shame - we have had to invest a lot of time in moving data and setting up a replacement (SugarCRM) and if we could have had our other systems integrate with the CRM all of this could have been avoided.

When you implement it - we will find it hard to justify moving back - the changes to all of the integration systems, the lower control we have on the server and the payments needed to send emails - now are a barrier to a switch.

Why did you not implement it earlier.

really need mail merge, preferrably into MS Word. Many of us still use snail mail as part of our daily sales efforts and the lack of this built in function is very limiting.

Chat inside of zoho would be great!

File Storage location for general company files. We have done a work around, but a real live file storage location would be great.

Repeating Tasks. We have many monthly duties that need to be preformed.

I really love zoho - it has made a huge wonderful difference in my business. THANKS for developing it!!

Ability to notify a workflow task assignee on the task due date not just when the task is assigned.

The ability to add a picture to signatures for e-mail.

How about making a glossary of definitions available? Definitions of the terms used to describe fields in particular. Like,what is required for an item to be entered into the pipeline etc...

Hello,


Very soon, we will post glossary of definitions. Kindly bear with me in the meantime.


Thanks,

Gopal

Is it possible to get a "View All" option on the Lead Page instead of the view option only going up to 50. I have an increasingly large amount of leads and it gets frustrating sometimes to have to sort through the pages. Or at least an option to view 100 at a time. Thanks!

Hi,

The free plan can display upto 50 records per page. You have 100 records view with the Professional & Enterprise plans. You may upgrade to either of the plans and avail the features.

Thanks,
Adam.

Synchronization with Thunderbird would be nice.

A PLAXO sync would be nice.

This would allow you to keep your outlook, thunderbird, Mac contacts and
if you integrated it would allow your contacts to update their information themselves saving you precious time and energy.

I would like the CRM appointments to appear in projects too.

I would like to be able to push emails from outlook to Potentials.

Dear Jnero,

Thanks for your interest in Zoho CRM. Push emails to Potentials is not available now. We will analyze it for out future updates.

Regards
Gokul

I created two users which I deleted (deactivated), but when I go to "Calendar" you can filter agendas by username and it shows the ones I deleted.

Export to PDF. I would like to be able to change page settings dafaulted from 'Letter' to 'A4'. Colin

Is there a way to mass delete or update data. For example if you load a list of leads and there was some error it would be nice to either delete or mass update the data set. If you had some sort of rudimentary ETL tool that would really help

Hi bhavinshah72@gmail.com,

You may goto Setup --> Data Administration Tools --> Import History to revert back the uploaded records from the system.

Thanks,
Adam.

Do you ever think that your CRM will add ERP (warehouse control, product movement, etc.) ?

Add the same chat program as you have for other zoho apps.

Any update on when offline capability for CRM will be available?

Download expenses from banking website... I would like to avoid quickbooks and having double entry of customers and sales orders.


thanks!

I woudl like to set to contact of the same accountinthe same event (sales meeting). Both are from the same organiztion.


Do I need to create the same event twice for each contact?


Thanks


Yagel

Great stuff. We just left SugarCRM for ZOHO!

1. Ability, without an Outlook Plugin, to CC emails to the CRM and have them be parsed and posted to the appropriate case/lead/opp. A Self Service Portal for customers to contribute to the case process and to access solutions.

2. CRITICAL (to us) - Allow the display of NOTES for a CONTACT or LEAD with the CREATED field, NOT the UPDATED field. We care when the original conversation happened, since we use the notes to document phone calls. The original date is what we need, not when someone adds some later points to the note.

Great support and great product. Thanks.

Hi yagel@compuhedge.com,

You may create a single event and invite the other user for the sales meeting using this event. You don't need to create two events for this.

Thanks,
Adam.

Hi Ira,

1. Currently we are working on the feature to receive emails in Zoho CRM. Once its implemented we will keep posted the update. The Customer Portal is in our roadmap and it will also be implemented soon.

2. Displaying the exact time and date in notes is under development and this will also be available soon.

Please bear with us in the meantime.

Thanks,
Adam.

We need for Zoho:
1) integration with Quickbooks Online
2) integration with Entourage (like Outlook)
3) ability to customize templates (like invoices)

thank you,

Martin

1. Text messaging service to do reminders for calendar events.

Where is the incoming mail client? This is the most important feature that you need to make this the winning solution. If I could check POP or IMAP accounts with ZOHO we would all switch. The outlook plugin is a nice novelty but isnt outlook really anothe CRM? Why would I want to sync calendars and such from outlook to zoho? I want to do all of this in ZOHO but our business (like every other business) runs on emails. Please implement this funtionality ASAP. Make it POP and IMAP. Just a basic mail reader is fine where we can input our settings for pop or imap mail. This should work for MAC as well.

Incoming email please !!

Field Mapping from module to module.

Like everyone else using Zoho, we have a specific need for our business.

Your flexibility is awesome EXCEPT, we end up re-entering data all over the system. If we could only map custom fields from one module to the other our adoption would sky rocket.

Please consider custom field mapping from module to module so a value in one populates everywhere that field is used.

Thank You.

Jeff Milkey

Setting Default Values.

In many areas of the solution there are check boxes. The default state of these checkboxes is unchecked.

If there was a way for us to determine the default state of check boxes and drop downs that we cannot remove, that would be an excellent addition to your solution.

Thanks,

Jeff Milkey

1. Please devise a Mac version of the CRM

2. Need more help. It is difficult to getin touch with you by phone.


Thanks

Ross Page

I think it badly badly needs project level permissions. Security and role based permissions are next to useless for me as I have many Associates coming and going and I need them (more than one person sometimes) to be only able to see that project.

Hi Ross Page - TOM International Ltd,

You may use the Firefox for Mac to work with the CRM. We have plans to bring support for Safari browsers. You may also send an email to support (at) zohocrm (dot) com if you are unable to reach through phone.

Thanks,
Adam.

Seems it would be kind of a simple script to create that would search the Outlook inbox and sent folders for email addresses with matching entries in Zoho, and then synchronize those emails. Or even better, whenever an email is sent or received the synchronization is automatic and seamless.


We need this feature – we need to be able to see at a glance what emails the sales reps have sent out that day or that week. Very important. The Outlook plug-in has very little use for us without this capability. Please put this on the fast-track for the next version release.


Thanks,


Hal

My wish list are as below:


1) DD-MM-YY Format everywhere else also like in Events View, task View and other places too.


2) In Leads View (Records) I realised that anyone can select the leads say 50 or 100 records at a time and copy paste it. So my wish list is that Copy & Paste option should be locked like it has with many other website (Not CRM) so it will give Zoho a Edge against competitors.


I hope this wil come soon.


Regards


Rohit

I suggest that even Task should get reflected in the Calendar.


Calendar does make sense only if Task & Events both appears there.


Isnt it ?

I would like the ability to create a dashboard from scratch. There are other CRM programs that exist today that allow you to create a Dashboard with a WYSIWYG tool. I can send a sample screenshot if you'd like. I would think this is fairly easy to do.

Let me know.

Thanks.

Hi jrotbart@hssone.com,

Sure. It would be helpful if you could send a screenshot with the feature list to support (at) zohocrm (dot) com.

Thanks,
Adam.

- A feature to update contact information sending an email to the contact
- A feature to see if the contacts has been reading the mail, with hour date and number of times
Thanks

I notice that when I create a Task using a collection of Contacts that the Related To field is not included as a choice. This would be really useful as I could associate the selection of Contacts with a single Campaign for that Activity (or any other Related To item available in the Contacts section - Product etc.). It seems pointless to have to put tis information in the Description field of the Task(Activity), when a related field already exists in the database.


An 'All' option for records selected (rather than max 50 in the free version) would be useful - otherwise I have to generate my list of tasks at a max 50 at a time...


All in all, Zoho is easy to use & customise, and has a clean look to it.

iPhone version (for mobile use).
Link items (events, notes, leads) to multiple contacts.
Mac apps integration (Mail, iCal, Address Book...)
Simple YYYY-MM-DD date format (Sun, 27 Jul 2008 12:37:54 PM) is too long...

A letters template just like the email templates but that merged the data fields when the template is selected (rather than when the email is sent). Then I'd have the ability to print the letter right there. And I wouldn't have to email myself when I want to write a simple letter to a client via snail mail. **I write a lot of letters that I still send them out with stamps, and right now I have to email letters to myself, then print.

Invite multiple contacts to an event. (I need a work around to associate the event with multiple contact, now)


Schedule a ZOHO meeting from within CRM and capture the details in the CRM event.


Accept, decline, reschedule and memo on invitations


task dependant workflow

Hi


This is a great product, but when we tried it before I found that I could not print a letter that could be put in the post.


Sounds simple i know.


Has the feature been added, presumably using Zoho Writer?

When sending mail from a sales order, be able to lookup contacts in the TO: field and then have ZOHO automatically related mail record to contacts mails selection.

Integration with a predictive dialler..... ;o(

Two requests:


1) Pls improve the Mailing List Label function.


2) Pls add a mobile marketing function (text messages, sms etc.)

2 features you do not have yet.

Allow users to see account owners (scrubbing accounts) on companies to determine what rep has that account in there territory but not allow them editable access. We just need to see if the account is already being worked on by another rep. If I have them as admin they can see all of them but can also edit. If in standard, can not see any other accounts. NOT GOOD. We actually only need to see ACCOUNT NAME and ACCOUNT OWNER. No other fields matters. We just do not want to add an account to a rep if another rep is working it so we can protect the territories.


A way to view the custom look up with a NEXT button so we can move on to the next account in that search. Example. I have created a lead source that says LAYOFFS. I can then see 20 accounts that have that criteria. I want to see #1 then click a NEXT to go to the next account in that search look up. Currently we have to click backspace then click on next account. Please see if you can add that.


I also heard that in 2-3 months you will have total web based e-mail with the CRM. The outlook plug in is ok but we are on the road and need it all web based send and receive.

It would be nice if you added CRM to the zoho mobile site. With iphone you have a nice mobile interface but adding the CRM would be great. CRM 's are very important to mobile workers and any easier way to access the zoho CRM would be great. YES we can go to the www on safari with iphone but still a small view and a mobile view would be better.

Thanks.

Hi, Can we have support for doing invoices in different currencies please? Thanks

Is there anyway to put a button on the individual contacts so that we could export them to a v-card?


Thanks

Great CRM - good to see that a numbr of the requests here are now avaiable.

I would like to add one...

Re-occuring product/sale.

We sell subscription products that are of different values and need a way to forcast on sales that take time in to account and also adds reminders re billing for that sale....

Thanks

I would like zoho to be intergrated with google apps and or googld adwords.

We opperate gmail accounts - and it would be great to send mail directly out of zoho using gmail. Salesforce does this very well.

I would really like the option to autopopulate fields within an entity based on a single lookup.

Formula, calculated fields, am always being asked for this, to auto calculate the oppotrunity amount, based on custom numeric fields in the opportunity...

I would like you to increase the mass emails to 500 per day instead of 250.

I would like to be able to see when the emails I send are opened. I have used salesforce.com before and you are able to determine if it has been opened and how many times it was opened, as well as the last time it was opened.

Great navigation help just added today! Navigation through Potential details (without the need to go back to potential list), but not such a navigation in other modules. I wish to see this in other modules too.
Great work guys!
nmo.marko

Ufff! It's allready there! Sorry for previous post. Again: great detail that helps to be more productive!
nmo.marko

I would like the ability to customize the quotes both with removing/renaming standard fields and the look and feel of the PDF
Thanks

When adding templates related to potentials, can we please change the {potential.contact name} to allow splitting of the first name and last name? Right now it forces you to send emails as:


Dear John Doe,


This is never really done in normal communication so looks a bit weird for the recipient.


I guess something like {potential.contact first name} and {potential.contact last name}


Thanks.

A nice addition to Workflow Alerts would be have the option to trigger them whenever a field value changes. A good example would be to have a workflow alert triggered when a status field changes.

QuickBooks Enterprise integration.

Integration with Google docs

I see a lot of interest on a self service portal, I would like to add that we have used Zoho crm API to form a self service portal which can serve the purpose that has been requested here.

The objective of the system is to enable Zoho CRM users to make a support portal on their website for their customers.

The features are

User addition with contact synchronization(admin)
Access to solutions
Case posts and views
Comment post to cases(under development)

The system is in private beta and we have planned to release it in a trial mode.I hope this would help in a great way and I would like to see your comments on this. We will hopefully release it within a week for public beta.

you may request for a trial or make your queries to zoho@snr-technologies.com

Regards
Sathish

I would like to be able to customize the email we receive for Web-to-Lead. Currently, it comes in a random order which can be hard to read.

I'm currently using Zoho CRM to track service calls to my clients, but once I convert my potentials to a sales order then an Invoice, there's no way to export that invoice to Zoho Invoice!!! I then have to manually copy everything over? Is there an easier way to do this?

Dear Zoho CRM User,

The feature you are mentioning is a nice one to have. We will consider this feature and try to implement this ASAP.

Regards,
Parker

The ability to create relational pick lists would be great.

Example:

One pick list called: Business Category would have a one to many relationship to a second pick list called Business Subcategory.

In this example you could choose "Banking & Finance" from the Business Category and select from "Banks", "Accountants", "Investment Brokers" in the relational Business Subcategory pick list.

I would like to be able to see 'account' under the "task/activity" report. That is because I want to know what account is associated that that task/follow-up. Can you do this?

Add calls and meetings as seperate activity types

Tags for contact. I have 500 contact and would like to search them by tags: engineer, consultant, technical, etc.

Improve search: full text search for all field in the contact list. Right now it only search name, company, phone, email. It would make more sense to search the description field, say I would like to search for everyone who match a particular keyword in the description.

I'm about to move from FreeCRM to Zoho due to cleaner GUI, but this single issue in search is turning me off.

Hi,

I'd like the capability to add Emails to contact records automatically from Zoho Mail (mail.zoho.com) and also calendar integration with Zoho Calendar

Thanks for developing such a great system!

please take the () out of phone numbers then I could double click on them and call via Skype

Please take the ( ) out of phone numbers, then you could click the number and dial via Skype

Hi fqcomm@yahoo.com,

You will be able to make the calls using skype even you have () in the phone field. You may try one more time and if you still have any problem, send a mail to support (at) zohocrm (dot) com.

Thanks,
Adam.

Potential Mass update is not having the field "stage" to update. Please let me know can it be added in the mass update field list.

Integration with gmail and google calendar

multicurrency would definitly be a good feature

Audio on the tutorials!

PLEASE PLEASE create a mobile version for the blackberry! I would love to be able to access ZOHO CRM on the go while I am away from my computer!

Would like to be able to view details in potentials as tabbed folder. That would elminate much screen-motion sickness.

PLEASE HAVE A IPHONE COMPATIBLE VERSION OF THE CRM

Hi,


My query is about the Edit Page Layout. When i select the tab order (top to bottom). my text area only covers 3/4 of the screen across.


Is there a way so that the text area within the field can cover all of the area rather than just a portion of the cell.


if you need any further details or a snapshot to what i am talking about please email me back on amartin@implementium.com


thanks again.

andrew

@ Andrew: Yes, this can be done. When you create a new section under "edit page layout", select "Top to bottom" and then add the custom field that you have created to the section.

Hope this helps.

Peter

spam filter for web-to-contact form.

I want to be able to group contacts into their own group. So if I want to send a mail merge only to that group I can. Or if I want to separate that group from my other contacts I can. Maybe there is a way to do this already? if so, please tell me.

Yes, you can group the contacts by assigning category for each contact. You can add a custom field for contacts as "Category" and assign the values for each contact. Goto setup--->contact settings--->field list--->new custom field--->select pick list as type---->name it and add the category values.

Based on the category, you can create custom views or run reports.

Hope this helps.

Regards,

Peter

This is an essential feature moving forward which is surprisingly missing: The ability to make a field required based on changes to another field.

Examples:

--Say the invoice status is changed from Mailed to "Paid"...a rule kicks in asking the check number field to be filled...only then the record can be saved.

--Similarly if the ticket status is changed to "Closed" a rule kicks in.

You get the picture, but this is very basic if you guys want to go to the next level.

Keep up the good work.
Arun