How do I associate a lead I manually enter with a current campaign?
I created a campaign and I did not upload leads to that campaign as I want to add the leads as I go. But how do I associate a lead with a current Campaign manually? I want to track the results I get from a particular campaign. Thank you, Deb
Feedback/Review Custom Module
Hi there, has anyone ever created a custom module to house product feedback/review linked to a Potential (or other module like Vendor etc..)? I'm collecting product feedback via a 3rd party but looking to bring this within the CRM so to provide a full view on the record page... Much appreciated. Cheers, Julien
How to see all customers not called in 6 monts
I would like to see a report that will show me all the customers I have not contacted in the last six months. Usually when I contact them I create a completed call activity. Now I just want to be able to find all the customers that have not been called in the last six months.
Function #40: Update Contact with Product details from it's Related list in Deals
Welcome back everyone! The last custom function showed how to update records in the Accounts module with information in records from Custom Modules. This week, let's look at a function that lets you update a Contact record's subform with Product details. The information from the records in the Products related list of Deals module is copied to the subform in the Contact record. Business scenario: A typical business process flows like this: Leads -> Contacts -> Accounts -> Deals -> Contacts. If you're
Highlight results on the search page
Hi, When I do a search using the global search text box, I can't exactly see where the results are on each page: I can only see on which page I can find them. So I have to go inside all pages to see where the results are. Besides, the Ctrl/Command F function doesn't work inside the pages. Is there a way we can highlight the results directly on the search page? Thanks
Mass update - only 100 records?
I have around 23 000 Contacts and I need to do Mass Update on them after selecting the criteria. Because of the pagination the checkbox next to the header selects only 100 records, as I'm assuming? Shouldn't this checkbox be selecting all records that match the criteria? What if I have 10 000 records I want to change, I need to do 100 repetitions of my task, not really "mass" isn't it?
Does sync with Google Tasks still exist?
This Zoho help document says: Go to Setup > Marketplace > Google > Google Apps > Tasks. Select the Google Task from the drop-down list. We are on the enterprise edition of CRM and no such option exists when I go into setup. Thanks You
Creating a new module
Hello all, I am trying to create a work order module on zoho crm. My company does services and I want to be able to create a work order for the technicians, with an specific price (what I pay them), and once it is complete I will be able to turn it into a invoice from them to me in a way that is integrated with zoho books. Is that possible? If so, how do I go about doing it? Thank you in advance.
Is it just me or is the New Forum Search Feature Useless!! Oldest posts showed first
Anytime I search for anything in Zoho CRM forums it shows the oldest posts first which are more often not very relevant. Search for "Custom Function #17: Auto-update tasks" (which is part of a title of a zoho post) and it does not even show! Search for "CRM Tips" within Zoho CRM forum and the first post shown is from 9 years ago. All the rest are at least 1-2 years old. Search "Lead Webform" and the first two posts are 6 years old followed by two that are 5 years old Same for the rest of the forums
Question about Zoho CRM
Can you tell me how I can store a picture of my product as I create a product for my product catalog. Thanks, Sasmon CRM ZOHO
Adding two additional Roll-Up Potential Amounts to the example online.
The example is located online here: https://www.zoho.com/crm/help/automation/custom-functions-programming.html And it works great! However, I have been asked to see if I can also add the following functions for Potentials to Account fields. We would also,
How to create a Record in a Custom Module based on Multi Selection entry
Hi, we are evaluating whether to proceed with Zoho CRM after the trial and understanding how to customise it will be crucial. Given our various product lines, we would need to track them in dedicated custom modules. Leads will have one or more product lines ticked in a Multi Select field. Upon them reaching a certain Status, a function should create an entry in the dedicated Custom Module for each of the ticked product lines. I understand that this would have to be managed with a custom function,
Can I add a formula to update a field in workflow rules?
Hi All, Is it possible to include a formula for field updates? I'm trying to create a rule to have my opps/deals named in a certain way. Thanks
Access denied from this IP address
Hi, We having changed IP address and now cant login, on the administrator accounts we removed the ip address restirctions but it doesnt look like this covers all users. please help
Reduce entries in Pick List
I have inherited a form in the Accounts (we call it Companies) module. There are 24 choices in a custom Pick List for "Company Type". We would like to consolidate those down to 8. Will Zoho Creator be my only option? I'm an old-school programmer (COBOL, FORTRAN) and have been in software sales for over 10 years. So I'm a little rusty at programming, and nervous that if I pull the trigger on a script I'll whack our entire CRM database. Anyone have pointers on another way to atuomatically change
CSV Import - Update
How can I use CSV Import to update data on my Contact records? I'm trying to use "Import Contacts", my csv has 22 784 rows and I'm getting an error that the file can't have more than 30000 rows, what's up with that?
Why doesn't Mail Merge leave a record in the customer record?
Believe it or not we actually do write real letters - letter not emails - using Mail Merge in CRM. Believe it or not, the fact that we have done so isn't recorded in the customer record. When we brought this up with support, they seemed unable to comprehend that we were doing this. They kept referring back to "emails". Not talking about email. Talking about Mail Merge. You provide the facility, it seems incredible that sending a communication would not log as an activity. Very short sighted that
Expected Revenue
Hi Guys I posted this in an older post but it's still not been sorted by the moderators so I thought I would start a new post on this subject. With my expected revenue I need to customize it almost case by case! Sometimes its a percentage which is also variable depending on sale price and sometimes it's an agreed amount so how can I set this up to adjustable to my needs? thanks Nick
expected revenue - how can i allow manual entry for each opportunity?
How can I do this?
Unsubscribe Processing in an Email Template
I am new to Zoho CRM and the Mass Email functionality. I would like to include an Unsubscribe option in the template. Do I need to create an Unsubscription page in my website that forces the email recipient to enter their email to facilitate this processing?
CRM for customer emails and Campaign for comercial email
Hi, We are trying to adapt the CRM to the new GDPR law. Our problem is the following: - The mass mailing of emails through the CRM is used to send emails to our clients related to the service they hire (not commercial emails). - We use Zoho Campaign to send commercial emails to Leads and Contacts. - In our web forms we have included the acceptance checkbox for commercial emails synchronized with the Email Opt out field in CRM. We found that there are contacts that become customers who have the Email
Task Due Date & Reminder Date in sync
Hi there, I can't find a way, and there doesn't seem to be a 'reminder' field on the API, to make sure that changing the due date either manually on each task or via mass update also trigger the changes to the 'reminder date'. So for example, I've got 2 tasks due tomorrow: I select them, mass update them to tackle them next Monday but the reminder stays as 'tomorrow' which doesn't make sense. Thoughts? Julien
Notes to be copied to opportunity
How can I get the notes over from account level to my Opportunity when I am creating one?
GDPR Cont'd - Introducing Data Subject Requests and more GDPR Compliance Preferences in Zoho CRM
Hello folks, Continuing from our previous post, we are back with some more features for GDPR in Zoho CRM. Handling Data Subject Requests Data subjects can exercise their rights through portal or through email and phone calls. You can now keep track of your data subjects' requests and address them in a timely manner from within Zoho CRM. Go to the Data Privacy tab in the record details page (for GDPR enabled modules) and you will now see a section called Data Subject Requests. When you receive
Integration of Affiliate program for Zoho CRM
Is anyone using an affiliate program integrated into Zoho CRM? I want something that can track sales, so I can pay commisisons. Perhaps there is another Zoho module that can do this?
Zoho CRM Phonebridge Integration - UK
We're a UK based cleaning company and we want to digitalise our communications by moving our telephone systems to voip, principally so we can integrate it with Zoho in order to give us greater oversight and control. Logging calls, facilitating sales, easily creating tasks from telephone conversations etc. We also need something that encompasses SMS - at the moment we have mobile phones which we use to mainly contact cleaners / potential recruits - it's very messy so any system that can integrate
Sub-Products (Components) in Inventory Management
Hello, We are a manufacturing business / OEM where we assemble products and sell. Is it possible to have components in the CRM that make up a product we sell which would allow us to see inventory of sub products? Sub products are never sold directly to the customer, yet we need to track their inventory, reorder levels, etc. Thanks, B
Add Confirmation window to Blueprints Transitions
People click Transitions by mistake from time to time. It's once in a while, still in training when you move the mouse over any Transition you know that click it by mistake is hard to Undo. In our case to Undo a mistaken Transition clicked we need to go and create a "temporary" Transition to go back and then delete that "temporary" Transition, which requires to move all records in actual states to the new versions. So, it makes sense a simple "Ok/Cancel" window to confirm the Transition was clicked.
Functions to return id and update record
The idea is that we want to do the following: 1. We have a data import 2. Function is executed for each record in the import 3. Function gets a Contact_ID based on a different field (our own user_id that the incoming records will have) 4. Function returns the Contact_ID 5. Imported record is updated with Contact_ID I created the function but I can't return any data (says it's impossible with void functions but I can't change it). And in the workflow rules how can I use whatever function returns
Linked incorrect email address with Office 365
Hello All, I am in the process of enabling Zoho CRM to work within Office 365. I went to the Office 365 app store, and found Zoho CRM for O365, I click get it now, and I associated my Zoho account with a brand new trial version of zoho when I meant to link it with my already existing account. How do I associate my O365 with my already existing Zoho account when Zoho has my O365 email associated with a brand new trial account? Thank you, Dave
Formula field - URL
I need to create a specific URL based on some other field but Formula field doesn't have any functions that can take a URL string and change it to a clickable link in the UI. Any workarounds, as this is basic feature we need?
Can't find some sent e-mails
I have used Zoho Mail through Chrome and things were going fine last months. However, I've just looked for some e-mails I sent hours ago and I can't find most of them. The strange thing is that some of them appear but some of them don't. What can I do about it? I need to be sure if my clients received them. Best Regards, Marcus
Will deleting all Leads, editing offline, and re-uploading Leads, disturb data in other modules?
My goal is to mass edit the Leads module, removing duplicates, cleaning up fields, changing tags etc. I know that I can't make those changes without downloading leads, deleting leads from zoho module, editing offline and re-uploading. Will this disturb the data in other modules, if so how else can I make major changes to our leads database? The mass edit features within Zoho won't suffice Thanks, Casey
Schedule executing a workflow
My general question is why is there such disconnection between all the data manipulation tools. One of the examples is that I have a workflow that updates a field of a record with some information from related modules. Unfortunately workflows are not executed with CSV import, which is really bad since it say on RECORD CREATION, it doesn't specify which method so to my understanding that usually means all of them. So I developed a schedule that checks for specific records and updates a field that
Workflow Setup to send emails to members of a selected group of contacts (Cohort)
We are providing corporate training. For each client we will create groups who will work together over a series of four events. I've created a new Module called "Cohorts". There will be a number of Cohorts to which I will associate a number of contacts. It's a many to many relationship. This works so far - I can see the Contacts listed under an individual Cohort and the Cohorts listed under an individual contact. My problems start with trying to set up workflows. I want to send a series of
Creating mail merge documents using Workflow Rules
Is it possible to create and send a mail merge document using Workflow Rules?
Record Ownership without user
Hello, We are setting up a new organization and do not really need individual users to "own" records. Everyone will have equal access to records. Is there any way to do this without setting up a dummy user (and paying for a license)? Thanks for any suggestions. Mark
How to integrate ZOHO forms in our wordpress website
My client is using ZOHO Crm.Now they want to integrate the ZOHO forms on their wordpress website .How to do that please help me.
GDPR Contd. - Announcing more features for GDPR in Zoho CRM
Hello folks, Continuing from our previous GDPR post, we are back again with more features for GDPR in Zoho CRM. Data Source Tracking Information about your records (Data Subjects) come into the CRM from multiple sources like forms, third-party integrations, import, etc. Zoho CRM will now fetch and display these sources along with additional details like website and form name in case of web form being the source, and portal name and department in case of Zoho Desk being the source. You can track
Can you mark an Event as closed?
I have just added an event as in a meeting, but now I have completed this, is there a mechanism to mark it is closed and add a task for a new task?
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