Strings and Captcha
Hi guys, This is the first time I write on the Zoho CRM's board. I was noticing on my settings there is feature that if brought to the table might be really interesting to use. 1) Captcha. The captcha we use ask for a numeric digit. I am afraid to lose leads just for a number. So i was thinking, is it possible to use something similar to Google's "i am a human being" to avoid spam from bots who mess the CRM up? 2) String for "Preferred contact". Sometimes i have perplexities about how to reach
Birthday of Child Contacts
Here's my set up. I have an education center for kids. Each family has an account. Each parent is a contact. Each kid is a contact and has the birthdate field filled. I want to run a report that pulls all the kids with a birthday within 90 days and sends an email to their parents. Anyone know the best way to do that? Dale
Storage
CRM Enterprise Edition includes 1GB of storage per org + 1GB of storage per user. It also includes unlimited Records. Am I correct in assuming that the storage used by these records doesn't affect the Storage limits? 2nd question: Does anything other than Attachments affect the Storage limits? Thanks!
Events tied to Multiple Potentials
The way our business is structured we sell multiple lines of products to single customers (an engaged customer in our business is on 15-25 distinct "programs"). Because of this we generally have one potential per product line or program. Often we are juggling multiple potentials at the same time but we go to the customer for one meeting to discuss and follow up on a few. I've asked and there isn't a way to tie a single event or meeting to multiple potentials (eg. we go in to discuss office supplies
Need to reset and in migrate zoho crm... help.
Hi. After over a month of trying to get sales data in zoho CRM, I have just been informed that if you have already added *any* data to zoho CRM - eg. you've imported contacts - then the migration tools will not work. They will appear to take the data files - in this case, Sales Orders and Sales Order Details - but will not process them. There is also no import routine for Sales Orders. In short, you get one shot to import your CRM data, and it must be done on a clean installation. So what I've got
Look through our recent feature releases and enhancements
Hello everyone, In this post, we will take a look at three feature enhancements that we recently had in Zoho CRM. View CRM user's role and profile in Zoho Projects While creating or associating projects in CRM you can view what role and profile a CRM user holds in Zoho Projects. You can either proceed with allotting the project to the user or change their role or profile based on the requirement of the project. For example, Smith Jones's role in Zoho Projects is Trainee Sales Rep and his profile
Products in Zoho CRM
I have center that teaches children. I would like to be able to track and report on which courses they are purchasing. I want to be able to answer these questions: Show show me all parents who purchased product "X". How much revenue did "product x" bring in. What is the best way to do it. I am thinking the products module isn't really for doinkg this. Dale
What is the best way to adjust a sales person's revenue for refunds?
Just started using Zoho for our sales team, however we are not yet using it for transactions (that happens in another system.) Currently, in Zoho, we are only tracking sales person's revenue by Closed Deals. Our products come with a 30-day refund period and, if a customer refunds within 30 days, we deduct it from the sales person's total sales for that month (usually the month after the deal was actually sold.) What is the best way to adjust the sales person's revenue in NetSuite without throwing
contact to lead
I am new in Zoho - how do you change a contact to a lead?
"Last name" should not be required
We generate leads off our website and do not require full names. I cannot understand why I'm unable to make "Last Name" an optional field? I saw another post about this topic but there was no response from Zoho. Thanks.. Matt
Zoho Mail and Zoho CRM
Using ZOHO mobile version there is no way to see the email associated to a contact or to a lead, this makes ZOHO useless on the move, and this is opposite to the trend in the CRM industry. But also moving from IMAP to POP configuration, as I had to do recently to integrate ZOHO and ZOHO mail , you will lose all the associations between Deals and Emails.... I had 1 year of work spend associating each email sento or received to the related deals and all this job is gone. And I cannot even fix it now
quotations from crm not showing up in zoho mail
When we email a quotation from the CRM, it doesn't show up in the sent-items from the zoho mail application.. Any help with that.
Unable to add Widget
Hi, I am unable to add a widget to Zoho CRM. I followed the procedure on how to create, validate and pack the widget (please see attached screen shot which shows validation successful). When I add the widget it throws error (please attached error). Please let me know what is the issue here and how it can be resolved. Thanks Siddharth Rai
Simple Button script doesnt seem to make a deal
Good Morning Im eventually trying to copy all custom fields in contacts to deals, but I cant get this simple button script to make a deal. As you below im just putting a hard coded string into the fields, but it still does not create a deal. Arguments = module_id = contact_id ========== deal_map = Map(); deal_map.put("Potential Name","Bob Jones"); deal_map.put("Deal Name","kelley test"); deal_map.put("Stage","Reviewing"); deal_map.put("CONTACTID",module_id); zoho.crm.create("Potentials",deal_map);
How to add "Line Break" in Pick list Field in Quotes / Sales
Orders / Invoices ???
Hi I need to add line breaks within several Pick list items in my Quotes / Sales Orders / Invoices ??? I have tried using the regular html codes for line breaks but nothing works. All I get is one line of text for each Pick list item I have tried all of these: /n /r <br /> <br> <br/> Hope someone can help
How to create lead with specified layout using php api
hi i am using php api to create leads, but i need to create lead with custom layout, i have searched in google and found the below script but i won't work. Kindly help on this issue. $xml = '<?xml version="1.0" encoding="UTF-8"?> <Lead> <row no="1"> <FL val="Layout">2907483000001189001</FL> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> <FL val="phone">'.$phone.'</FL>
Location of hosting of form responses & Data Processing Addendum
Are responses to forms created on zoho.eu stored only in the EU? Also, please would you provide me with the official data processing addendum for the UK / EU? I cannot find it online. Many thanks.
Unable the populate data in "After subscription login Count"
under Active Subscription
Hi, I have customized field of "After subscription login Count" under Active Subscription in Contacts module. Our requirement is, after customer taken the any subscription plan from our website, then how much time(in number of count) comes in our website? Regards, Nagnath
Create task for untouched leads
Hi! I would like to ask if Zoho CRM is capable of doing this: If the lead is remained untouched for 2 days or above, can it automatically create a task (for example: "Check this lead" task)? Maybe a custom function? Thanks
Parent Account Field not an option on Conditional Layouts
I use Parent / Child account relationships. I'm trying to use a conditional layout if the Parent Field is empty but the "Parent Field" is not an available option. Any chance it could be added? My Scenario On my Parent Account I show a section with all "Related Sales Orders" for all the child (member) account sales orders. I do not want this "Related Sales Orders" Section showing if the account is not a parent account as it is redundant.
Can't run workflow rule on a lead created from a form submission
I have a form created with Zoho Forms on our website. The form when submitted creates a new lead in our CRM with a specific name in our "Lead Source" field. I want to use a workflow rule to create an action if that field matches what is submitted from the form, but the workflow rule does not trigger. The workflow rule is On Record Action; Create -> Where Lead Source = Buyer's Guide.-> Send Email. The workflow never triggers when a lead is created from the form, but it does work if a new lead is made
Using Campaigns to Promote Event, but want a registration form so I know who will attend...
I am using ZOHO Campaings to promote a meeting/event we are going to have whereby people will attend the meeting in person at a venue (not a webinar). We want to use Campaigns to send invites and market the event, but we want to be able to have the people who opt in to attend the event fill out a REGISTRATION form so we can have an accurate headcount and name of who is attending. Our event will require a headcount for meals and for an after event baseball game (where we have to purchase tickets).
Contact photos missing
I used to be able to insert a photo in a contact record, but now that seems to have disappeared. Have they taken that away? Being a photographer it was one of the key features that made me decide on Zoho CRM
Dates backwards on CRM Home Dashboard?!
Why is the default for events and tasks UPSIDE DOWN in the CRM home tab? Who in this world needs to know the LAST event of the day at the top of the list? Yes, I know I can go and click both the event and the task column every single time I goto the home dashboard but WHY is this not a settings option? still shaking my head at this one.
Bulk add notes on contacts, leads, deals, etc...
Hi there, I would need to bulk add notes to contacts or leads, and this feature might be useful also to deals, campaigns etc Example of use case - I review my leads, and based on the scoring, I decided not to contact 10 of them: bulk selection > add note "I reviewed this lead, and the scoring is too low to take action" - I review my deals with my sales manager, and I want to mark them as reviewed during our monthly review > bulk select > add note "Deal reviewed during monthly meeting with John"
Trying to configure IMAP integration in CRM results in CONNECT ERROR
I am sure my account works fine (in Outlook POP3 and in Andoid IMAP) but I am unable to make it work in the integration. I have tried all the options. When I update the configuration, it begins to turn around until I receive the message. Antyy suggestion? Thanks in advance.
Data Computation
Hello, we are planning on moving our entire CRM to Zoho and as such i have been doing an experiment to see if it will be a good fit for us. I came across a challenge where am not able to automatically compute figures. For instance i would like to be bale to charge a VAT of 18% on products but i have so far failed to do that......anyone here with a better way of including formula in data fileds?
Setting email opt out field in a web form
Hi, I'd like to manually set the email opt out field in a web form. What values do I have to give the hidden input field associatd to Email Opt Out. I've tried a few combinatiions, but none seems to work. <input type="hidden" name="Email Opt Out" value="??????"/> thks, a
Syncing Contacts based on Contact and Account Criteria - Not working
Hello, We need to be able to sync on two criteria which just is not working. The sync is scheduled to run every day, it ran once and never ran again. The conditions are: ZohoCRM.Accounts.BusinessUnit == "Business Unit A" AND ZohoCRM.Contacts.DecisionMaker = True These two fields are custom fields, and they map to custom fields in Zoho Campaigns. Additionally the software is buggy. It lags and hangs frequently. We're not overly happy with this product and there is no direct support button.
Direct view of all and personal events graphical in the system.
Hi, Is it possilbe to get a view with all events for each person and the hall team direct i the system? Is it possible to setup a nice graphical view of this? Kind Regards, Maria
Email automation
Hi I am new with Zoho CRM and I have an issue that someone may know how to solve it. I am trying to create a workflow in order to send emails. My company have some kind of yearly subscriptions, and we want that a month before this subscription ends, an email is send to a contact person (or many persons). The point is that: -we have every contact filled -each company have some contacts associated -each deal (subscription) have a company associated. What i want to do is create a workflow "action" to
Lead Source Tracking in web forms?
How to get the Lead Source by default?? In other words we want to check inbound leads on basis of their sources, like paid,organic and so on?
Tracking Original Source Type like Hubpost??
We want to want to categorize all the leads in the following format: Organic Search Referrals Social Media Email Marketing Paid Search Paid Social Direct Traffic Other Campaigns Ref doc of hubspot: https://knowledge.hubspot.com/articles/kcs_article/reports/what-do-the-properties-original-source-data-1-and-2-mean Anybody know here how to get this in Zoho???
Date filter in Leads module
Hi, How do I fetch Leads or any other modules based on a certain date time filter? Regards, Saha
Cannot view SENT IMAP messages in SalesInbox or my Email client.
Hi, when I send mail from Zoho CRM to my clients, the messages do not show up in the 'Sent' folder in SalesInbox or in my email client, which is a huge problem. I use a third party IMAP server which is synced with Zoho CRM. Incoming mail works fine, but I cannot see my sent messages anywhere, nor do they show up in my email client. Is there a solution to this? Best regards, Joel
Applying products to a quote
Hi everyone I am in the process of setting up "enterprise zoho CRM". I have set up a list of products, we only have 20 or so. When i then go to create a quotation, the products selection is not available. I can create new product in the quotation section but cannot see exiting products? Not sure what to do next. thank you
Conditional display of fields in Account screen based on Booleans
It would be really nice if you could set-up some conditional display of fields in the account screen based on booleans or other logic tests. We capture a lot of information that is not applicable to all accounts so it would be useful to be able to hide those fields until a check box is selected, to avoid having a really long screen of inputs. It would be also nice if this was extended to other logical tests - like if Shipping Country is X then display these fields Just a thought
HTML Field
I would like to have an HTML field where I can pass HTML and it will be interpreted like HTML not text
"Hide Details" on reports should actually hide lines
It appears that selecting the "Hide Details" on any detailed report simply clears the data out of the record lines, but leaves the lines there which you must then scroll through anyway. Any effort to make this feature actually beneficial?
CREATE OR UPDATE FROM CSV TO ZOHO CRM MODULE
Dear all, how are you? I have these CSV file. I want to use it to create or update records in a CUSTOM CRM MODULE once a day. Is that possible? Your help will be great :) https://docs.google.com/spreadsheets/d/e/2PACX-1vQCJD1f6k-an3xe3MxiHUBtQWzlBNQdHKCCH0uyQRQz6Cf4xVd64cfz6X5V_O28kLyBE3Fged0S_j9P/pub?gid=1693393276&single=true&output=csv
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