Modules Field Types
HI. Is it possible to change the field type in a module (specifically Accounts module)? I want to change from single select to multi-select. If not, could you suggest how to go about this? Any help is appreciated. Many thanks. Phani
Bringing categories across from Office 365 to Zoho- whats the workaround?
Hello, Im in the process of Syncing Contacts between Office 365 and Zoho. We currently have over 1,500 contacts on Outlook Office365 which we want to sync with Zoho. I see that we can drag the contacts from our main Outlook folder into the Outlook Zoho CRM folder (this folder was auto generated when we linked O365 to Zoho). and the following fields- email, phone, name, company all come across ok. Now our contacts are currently categorised using ‘Categories’ on Outlook, we categorise them for marketing
Customizing fields
Fairly new to Zoho and I'm customizing fields but I don't see a simple way to copy my customization to other modules versus typing everything over again. For example, if I want the fields in my Contact Module to also be in my Deals module is there a way to do this without my typing the same information twice in both modules?
Copying the parent field values in the related record
Hi Team, Is there any way of copying parent field values into child records...for example: On create of potentials under an account, many field values in potential record are similar to Account record and we would like to reduce manual typing. I am aware that this can be possible via custom functions but only on save/edit of a record. Is there any customization which can be done so that the new potential form (i.e on New) under an account will have these field values pre-populated ? Regards, Adithya
Zoho CRM meetups - Phase 2
Hi folks, We're about done with the first round of Zoho CRM meetups around India, US and Europe. Our second leg covers quite a few cities in The States, Europe, Australia and the Middle East. We'll also visit five major cities in Canada, listed below. These meetups are avenues for engagement with peers and product experts and a chance for you to learn to use your CRM better, explore and master its many features. We'll discuss a bunch of tips and hacks in Zoho CRM. Register through the links
How to sum up total value from a linked module fields and display the total value in one of the field on parent module?
Hi, In sub-form, it has "aggregate field" that can sum-up value within a sub-form. How to sum up total value from a linked module fields and display the total value in one of the field on parent module which is similar to the "aggregate field" function? Thanks,
SalesSignals Repetetive Notifications for same Email
I set up the Email(IMAP) and SalesSignals Channel today. First, the system only picked 1 Email from my copany email account and I got 70 notifications for one and the same E-Mail!!! which is very annoying! Please assist!!
Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details page
Zoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app product
case lost/win
I have notice that in the description of our deals, icon for win/lost are the same. where is the right parameter for this? in zoho android all is ok :-)
Attachment limit of email in 10mb
In the middle of 2018 do you still keep the email limit in 10mb? I can not use a tool. I can not email that is the most basic thing. If I had known before, I would not have bought it. I'm waiting for a zoho position on that.
Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?
Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger Rupp
When a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so much
Track Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?
import offer
Hi Folks! I need to import an offer from my CRM account to a client's Zoho One account. I've tried to do it but it show me an error message "è necessario mappare il modulo delle offerte e offerte". I take care to forms and they are the same for zoho one and CRM. There's the same problem if I try with Purchase Order. What's wrong? Thanks
Zoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks in
confidential emails showing up
at zoholics i heard lot of people asking about issue where confidential emails show up in crm after starting to use salesiq and email integration. what is the best way to avoid this ever happening to me and my clients? IP block is the only defense?
Links in the emails sent by Zoho don't function
Hello everyone! I am using zoho to send mass emails, but the CTA button does not appear when the email is sent to the recipient. However, it appears and works fine in the preview. Please advise how to fix it, because we cannot start our campaign. Thank you in advance, Evgenia
Collaborate with small, focused groups in CRM
Hey folks! We have another useful tip for you this week, where you will find out how to collaborate and communicate in CRM effectively with your closed circles. Not all information that you have needs to be shared with everyone in the organization. A lot of your content and information will only be relevant to a specific group of people. If you focus your communication within this closed group, collaborating with your team becomes a whole lot easier. Feeds helps you share status updates and collaborate
Segmenting using a field in a CRM custom module
For reasons which I cannot now remember, when we were originally setting up CRM, we couldn't use the normal "Industry" field. The developer created a custom module which held the industry only. Now I would like to segment our CRM data and send emails by industry (category). The CRM module list doesn't include this field, and the custom module ONLY includes this field. Is there any way I can achive this?
Event Email Notifications
Though receiving a message stating that the email notifications are being sent one of my users notifications are not being sent out. The exception is when an event is being scheduled for a group created for all users. I thought this could be due to a setting but it appears all is set correctly for this to work. Any ideas?
Links in buttons in emails
Hello everyone! The email templates I made using Zoho, I use buttons with links as CTA. However, in the test emails I sent the buttons do not appear. Any ideas how to fix it?
Reports
Hi 1) If I have edited a report that is already part of a schedule, the report is not updated. For example, I edited a report and removed a column, but when the scheduled report was sent out, the report had not been updated. Does this mean if you edit a report, you need to delete your schedule and re-do? 2) In regards to Potentials mainly in my case, when we run a report, the amount comes across with the currency which than you can not sort by amount as it takes the currency code into consideration.
Function-36: Figure out how long and how much it takes to convert a lead to a deal!
Welcome back everyone! Last week, we learnt how to close all tasks associated with a lead and create a new task. This week, let's look at a function that lets you calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. Business scenario: We all know how much work goes into handling a lead, negotiating and converting them into deals. It doesn't stop there though. From the start of interacting
Fields
I have quite a few field values when filtering contacts for views, unfortunately, they don't show up so I can select them so need to cross-reference excel files I used for the initial import, this is disruptive to workflow so how can I fix this?
CRM accounts lost now?
Hi! I was testing this out a year or two ago (free version to start) and am now circling back on this project and jumped back into zoho to see the accounts again but all of them are now gone? I went to the CRM and Accounts section and I see it says "your Zoho CRM migration is in progress" which makes me feel like it is importing it, but been on that screen a long time and no accounts appear to be importing. Are all of my accounts and notes i put in previously (year or two ago) now lost forever? OR
Bigcommerce Order Syncing
Hello, We are an ecommerce brand that sells the Big Commerce platform, as well as users of ZohoCrm. Our current customers have been sync'd via Highrise How can we append customer BigCommerce orders to our Zoho CRM contacts? One idea i had is it making an invoice attached to the contact then having it marked as paid automatically? Please help!
Question concerning Leads, Accounts and Contacts
We're a B2B COTS sales and support company, we've had one shot at setting up Zoho to meet our needs and now I'm looking at how we can make better use of the application. The questions are: Q1. I have situations where a Lead has multiple contacts when selling at various levels in the organisation. It seems that I need to setup a separate Lead for each individual. Is there a way of connecting multiple Leads in one organisation? Do I use Account? My interpretation of Account is what happens when a Lead
Xero Integration
CloudPerfect have created a Zoho CRM - Xero Integration sync tool that enables you to seamlessly sync your contacts / invoices into Xero. This eliminates companies needing to retype information into Xero and this has a huge time saving benefit. Also the sync tool comes with Webhooks for both the Zoho CRM and Xero side - this ensures that if a change is made to a contact, then the change is also reflected in the other program. In addition to this we sync across the Xero invoice status - paid / overdue
Feature releases and enhancements in Zoho CRM - Continues
Hello everyone, We are here, with yet another exciting enhancement in today's post. The Zoho Desk's integration lets you sync data from Zoho Desk and Zoho CRM, into a single interface, thereby allowing the support teams to address the tickets right from their CRM accounts. This integration has got a bunch of upgrades. Let's take a quick look at them: Integrate Desk and CRM using portal details In the enhanced version, the integration can be facilitated not just by the administrator but also by the
Can't import lookup field with csv
I've set up a new module ("Public Events"), and i'm trying to import a list of these events with a csv I have. All other fields work, but I'm trying to connect each event to an existing account using a lookup field. The problem is the field always comes back blank after the import. Am I missing something to do with lookup fields when mapping it with the csv?
How to pass url parameters to crm webform hidden fields
Hello dears My landing page url is https://www.example.com/lp.php And I use url parameters for marketing, ads and sales related stuff jus like thumb, title, subid ... etc the link would be like this: https://www.example.com/lp.php?subid=21hh_ca3&thumb=123214&title=5secrets Then our sales would immediately identify what got the lead interest I use javascript which pass the url parameters values to exact same name fields with my form, but zoho have changed systematic names for the fields which won't
Sales Signals: All eMails Signaling Bounced, Opened AND Clicked
I'm noticing as I send emails this morning, I'm receiving Bounced, Opened AND Clicked sales signals for each email within seconds. All three signals? The emails bounced, yet they somehow open it, and click a link within it as well? Within 3 seconds? What's happening?
Downloading attachments from Gmail onto Zoho CRM
Is there a way to download attachments from our Gmail onto Zoho CRM (onto the documents module)? Are there any apps or anything that can facilitate this? We're a contract cleaning company and prospective cleaners will send documents to us (Passport / proof of address etc) in order to register with the company. They'll send their documents via email - the cleaners have profiles in a customer module called 'Cleaners' - we add their documents as attachments. At the moment we have to download the documents
Tip#40: Make the most of your list view
Hey folks, Here we are, back with another tip on customizing your list view in Zoho CRM. Tip #40- Customize your list views You spend a lot of time everyday on the list view of your leads, contacts, accounts and deals modules. Here are some handy tips through which you can make the best use of your list views, by creating and modifying custom views, and sorting your records to see only the information you want. Keep your List views clutter-free When you're in the leads' list view, you can customize
How can i integrate my API with ZOHO? Help.
What we want to achieve is that when a user from the ZoHo CRM interface opens a new Company Record and starts typing in the company name field for example... "Mobile" The all companies will be visible in a menu that starts with the word "Mobile" (Retrieved from an external API). The user can then select the right company and the automatically all data should be pulled up from that database and filled into the right field in the ZoHo CRM record. This data will be for example, address, registration
Workflow triggering emails on visit
I'm working on setting up automated emails (workflow) sent to clients when they visit a certain page. The challenge is how only to send 1 email even if they have multiple visit records. I'd like to limit the amount of automated emails to 1 per day per contact, no matter how many visits. Any ideas?
Community Digest - March 2017
Hello everyone, The digest for the month of March comprises the highlights of activities in the Zoho Community. It includes interesting conversations from your peers, product announcements, and important tips, hacks, and other resources from the community learning series. Zoho Community User Groups: We've our next leg of meetups finalized and we're coming to meet you in several cities, worldwide. Find the registration links for the meetups here, and pick the user group closest to you. Meet
Tip #39 - On Email Scheduling
Hello folks, We are back again with a quick tip on scheduling emails in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #39 - On Email Scheduling Sending and following up on emails is an important part of all our jobs, however each one of us prefers to do it at a different time of the day. While some people check and respond to emails as soon as they get to work, some keep it for after lunch or some do it even when they commute to work. If you are
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