Zoho CRM Plus
I have noticed you have a new Zoho CRM plus user interface, when will this roll out to existing Zoho enterprise customers? I am in the Zoho one programme.
Add new related list to see the emails with the same subject line structure
Hi, We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily. I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, Engin
Sub Forms are a great addition - can we use custom functions
Well done Zoho, the sub forms in Modules is great. I was a client today and this provided a perfect solution to the problem. I'm interested to know if there are any limitations around custom functions using data from Sub Forms?
Not getting notifications when lead is created in Zoho CRM
Hello, I have a contact form on our website to capture leads. When a user fills it out and a lead is created in Zoho CRM I do not receive a notification. Could you help me figure out why I am not receiving notificaitons?
Introducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in any
Exporting Contacts
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computer
What are the limitation to people on the project that are NOT a register users?
We have been using 5pm as our project manager for years. Since we added CRM Plus we are concidering moving our project management to ZOHO projects. Is there a limit to the involvement of non registered users of ZOHO. We a majority of our projects and tasks that require outside collaboration with customers and vendors. What can they do and not do in Projects?
Coming soon: Zoho CRM Plus workshop 2020 - United States.
Dear customers, The Zoho CRM Plus workshop for 2020 is back in the United States and we can't be more excited! 1) When and where is this happening? We have planned our workshops across the following four cities: Los Angeles | Jan 27-28, 2020 Chicago | Jan 30-31, 2020 New York City | Feb 3-4, 2020 Miami | Feb 6-7, 2020 2) Why attend this workshop? This 2-day customer experience focused workshop is aimed at helping you,
I want to subscribe for Zoho CRM+ - But no one from your sales team seems to be interested to contact to set up a demo (Even after multiple follow ups)
Hi Team, I would like to know more about Zoho CRM+ features and very much interested in subscribing. I have been trying to get a demo sessions scheduled since 16th Dec 2019. Every time I contact some one over the phone or chat all i get to hear is someone
Live Chat
Is Live Chat working?
New in Zoho CRM Plus - October 2019
Hello everyone! This post is a summary of the recent updates made to Zoho CRM Plus, aimed to help keep you up-to-date on all new and forthcoming changes. You can read through to learn about the latest updates added to different parts of our platform, such as CRM, Desk, and Social. Find out all the new ways you can utilize Zoho CRM Plus as a customer experience platform for your business. CRM 1) Fine-tune your configurations in Assignment Rules a. Selecting users based on set criteria
Zoho CRM Plus steps into its 5th anniversary!
Dear customers, In this time of gratitude, we would like to thank you all for your immense support throughout our journey towards providing businesses the ultimate 360-degree customer experience they deserve. We value your presence and appreciate your confidence in us throughout these years. From our start as a bundle that brought products for customer-facing teams together to becoming the most integrated and unified customer experience platform, we couldn't have done any of this without you. Thank
Filter bounced e-mail
Is there a way to add a filter to Leads and Contacts for e-mails that have bounced in a "campaign"? We have dozens of bad e-mails from our last e-blast.
Ammending Quote Layout
Hi The quote layout seems to be determined by Inventory Layout > Quote Layout I can't see how to edit the quote layout? The normal edit page does not let me have full access to the Product Section and other information does not show on the Quote printout I am getting Thanks
Save files directly to account
We do a lot of work that generates spreedsheets and pdf for clients. Right not we save it onto computer then upload to CRM. I there a way that we can save this directly into the account saving the step?
webform automation workflow
Please confirm how to do this automation/workflow with web-form to crm to generating a draft email template: Utilize an existing GoogleDoc form to create a web-form that automatically populates fields within lead,contact, account and/or Deal records in Zoho that then generates a draft email template utilizing pre-specified crm data. (that triggers a task to quality-check and/or automatically send)
Sales IQ Lead & Contact
Sales IQ difference between Leads & Contacts, can you track both or can it only be set up for one or the other?
Leads & Contacts One View
Can you create a view with Leads & Contacts on it ? For example plan a trip and you want to see everyone that lead or contact in one view
Territory Management
Can you create territory management from a lead or is it only accounts?
Account Type Filed
Changing the Account Type field in an Account record, can the change force an updated to the account type field to all of the connected contacts?
Getting Leads Section back
I did not think we would be needing this and in cleaning up the tabs I removed it. I can not find any resource to get it back. Help!
CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 3. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?
Zoho CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 2. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?
How can I assign ZohoMail as Email-Program in Google Chrome Browser?
Hello all, I am using Zoho Mail for a long time and now as a part of Zoho CRM Plus. It's great. I want to make use of ZohoMail as often as possible, but Google Chrome always opens Outlook whenever I click an email-field inside ZohoCRM. How is it possible to configure CRM, ZohoMail and Google Chrome in a way, that I can finally can get rid of this problem and use it as one app? Best Regards Rüdiger
Function working while editing, not as a button
I have a function that is using information from a Sales Order. I have an argument passing the Sales Order ID (as SO_Number) to the function which I use to look up the Sales Order like this: condition = "(SO_Number:equals:" + SO_Number.toString() + ")"; mySalesOrder = zoho.crm.searchRecords("Sales_Orders",condition); ... Do a bunch of stuff .... The thing is, when I'm editing the function and I use the "Save and Execute" button and I enter a valid Sales Order ID manually, it works fine. But, when
Emails reporting as 'Opened' when opened within Zoho CRMPlus
We've been using SalesInbox within Zoho CRMPlus, and have noticed that when an email is opened within CRMPlus, it's recorded and notifies as 'Opened'. Is there some way to configure CRMPlus to not do this for emails opened within itself? This is producing a large number of false positives - I don't know whether a Lead/Contact has actually opened an email, or someone else within the organisation (like myself) has. I'd think this behaviour also skews the statistics for templates - has that template
Support Documents for CRM Users?
I am compiling out help for our team to use ZOHO. I understand that each organisation would configure their ZOHO instance differently but do you have any suggestions for support documentation aimed at users rather than admin?
How to find inactive / stale users?
We have nearly 200 active CRM Plus users... I cannot seem to locate any report or dashboard that will easily show me users who are not logging in or using the system regularly. Any Suggestions? I would like to repurpose those licenses to uses who will leverage the benefits of Zoho. Thanks
Using CRM Plus and Projects Module Together
Hello, I would like to know if I have 50 users that are licensed for CRM Plus and a different 25 users that only need Projects, and they are all part of the same organization, can all 75 users work together and view the same data in the Projects module only? Another words, will the Projects module within CRM Plus that user A is licensed for integrate with the standalone Projects module that user B is licensed for? I would prefer not to have to purchase 75 licenses for CRM Plus if I have 25 folks
Error - Zoho Extension is not available for your region.
Hello Support, One of our clients is located in UK and they are using Zoho CRM Plus on Zoho.eu. They tried to install our ClientPoint Zoho extension and getting the following error message:- "This extension is not available for your region. Please mail us at sales@zohomarketplace.com" Can you please look into it and let us know why this issue is occurring for the users located in UK. Our extension name: ClientPoint Marketplace URL: https://marketplace.zoho.com/crm/paperless-proposal Thank you,
Zoho Desk Multibranding situation
Hello, We have a situation for which I'd like to know if the setup might present issues. Here is what is happening: We developed a white labeled version of our software for a partner. As a part of the deal, we were to also add a help center for them to support the product. I used the multi-branding feature in Zoho Desk to create a separate Help Center (unique users for each) using a second department. Our organization uses CRM Plus. Their organization uses various Zoho applications
Mails - Leads
Hi, I would like to see the mail story of Lead in CRM+ of Anna Lankauf with Peter Marriott https://crmplus.zoho.com/callstack/index.do#crm/org667474707/tab/Leads/3228000000001339070 What should configurate? I do not see mails below:
Urgent Report Inquiry - Removing Duplicates
Hello Team, I need your urgent support please to create a proper report. I am trying to get a report on all the actioned opportunities(=Deals) on a weekly basis. The fields to be displayed are Opportunity owner, stage and opportunity name in 3 consecutive columns. By actioned, I mean anything that has some activity, or notes or emails sent by the opportunity owner only. So I went to summary report, chose the main module as opportunities, and the other modules as notes, email and activities. Then
Theme color does not hold on duplicate tabs
When I set a theme color and then duplicate a browser tab, the theme does not transfer. Any duplicate tabs get the default black color. I am not sure if this is a browser issues or not. And I understand it is not a real big deal, but I just figured I would bring it up in case there is a possible fix. Thanks.
CRM Plus vs Zoho One
Hello all, I saw this article, but I am still not clear what features or applications does CRM Plus offer that Zoho One does not?
New Enhancements in Zoho CRM Plus
Hello everyone, We are pleased to announce the much anticipated release for Zoho CRM Plus, that is all set to give you a unified customer experience. We have added some exciting enhancements to the Desk, Social, Analytics, and SalesIQ modules that will help you run business processes more efficiently. Also, our unified customer experience platform aims to give a better and seamless experience with unified user interface, admin panel, set up options, search, and user panel. Since the list of enhancements
New Enhancements in Zoho CRM Plus Continues
Hello everyone, In continuation to the former post here we will discuss in brief on the enhancements in SalesIQ and Social. Enhancements in SalesIQ - In SalesIQ we have added Chatbot and Audio calls features that will allow you to interact with your website visitors. Chatbot: You can engage with the website visitors through chat bots on desktop and mobile. SalesIQ Audio calls: With audio calls you can interact with the website visitors via phone calls and also convert the ongoing chats to phone calls.
As SuperAdmin, Should I be able to see Developers activity?
Hi All I have a arranged for a developer - initial contact through Fiverr - to do some work on my CRM+, (I need property addresses available to search and link my property info, Using the government public source site & provided links). I have made a part payment upfront. I have added him as an admin with his own login, He has told me he is working on the new additions, however I can not see anything in the "Audit Log" of him making any changes or additions to the system so far. Is this typical?
Auto populating field when importing new data...
Every time I import new leads into Zoho, it is automatically selecting a dropdown from a custom field and filling it out. I had to create a custom view with that criteria and mass update it to default blank... This started a couple of months ago and I can't figure why. Why would it do that?
Can't add project from contact in CRM
When I choose Add Project" in the CRM I get this message The client user(s) [XXXXXX] were not added because users with these email addresses have already been added to another client in Projects. Users with the same email addresses cannot be associated with different clients. If you would still like to add them to your project, re-invite them using an alternate email address. What does this mean as I only have 1 test user? I want to 1. Convert lead to contact/deal 2. Create project for the contact
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