How to display "Title" for a Contact on the Account Page?
Is it possible to add the "Title" of a contact in the highlighted area in the following screenshot?
Sync Calendar Mac app calendar
Hi, Does anyone know how to sync zoho calendar with the mac app Calendar? when i add my zoho account to my Mac, the option to sync calendar is not available.
Potential ID and contact ID in one report in zoho crm
Hi! I need to export a custom report from zoho crm, which contains both Potential ID and contact ID. Now when creating new report if I choose Contacts in the first step "Select Module" and then Potentials as a related module, I get only contact id. If I choose Potentials and then Contacts as a Related module, I get only potential id. Is there any way to get both both Potential ID and contact ID in one report? Or maybe any other way to export the relation between potential and contact id? Thank you
Phone integration
When I use the old version of Zoho, I can click on the phone number in the lead field and connect to Ringcentral, which is my VOIP provider. If I'm not connected, a pop-up will will appear where I can log into. In the new version of Zoho CRM, a pop-up appears and tells me to connect to Ringcentral, but doesn't allow me to log in. I guess I'm going to continue to use the old version.
Send Email - Scheduled at
I noticed this new feature. See image below. Where can we learn about it? Link please. How do we change the time, date, etc?
Best time to Contact?
What is this (showing on top of Contacts records) & why does Zoho keeps rolling out new functionalities without prior notification & admin control?
Multiple value picklist field in contacts
Is there a field in Contacts where I can provide a picklist but multiple values can be offered and recorded?
Notes added from within task do not show in timeline.
Suggest adding capability so that notes that are added from within a task are added to the timeline. If this is available, please share how this functionality works.
Enabling Zoho CRM API Access
Hello, Our Zapier account can no longer connect to Zoho CRM with an API Auth code. I notice that the "Zoho CRM API Access" toggle on both our admin and standard profiles are disabled and it says it cannot be modified for this profile. Can you please enable this on my accounts or let me know how to do it myself? Thanks!
email Managing directors within specific accounts
I have a group of accounts where I would like to send an email to each of their managing Directors. I can identify the group of accounts, I can identify the Managing Directors within contacts. cannot see how I can identify contacts (MD'S) within the accounts to email
CRM & People - Tasks Integration?
Hello, We are trying to automate our sales order process. We are a service supplier - and our customers require our engineer to visit once they have placed an order. At the moment: Leads are converted in CRM, a task is automatically created and assigned to our engineer who picks it up using the CRM app. This is ok, but it lacks the ability to collect valuable data to help us improve efficiency, such as time spent on each job. We would like: More insight into the engineer's day: Tracking time for
Mirror a field from Accounts within a Contact
Hi all, We use a custom field to show the stage of every Accounts. Now, we'd like to show this field additionally within Contacts. However, it needs to be "dynamic". So, when the value of the field changes within the Account, it also needs to change for all contacts related to that account. How is this possible? Thx & Greetings
Homepage Dashboards
Hi, How to customize the homepage dashboards by roles? I want each user belonging to a particular role to see specific home page dashboards only. Can you please explain how to go about it? Thank you in advance! Andy
Linking Modules via Lookup Field and Ability to Report
If you add a new custom module and add a Lookup field for any other entity (Leads, Contacts, etc), you can report on the relationship between the two modules. If you take an existing module, say Cases, and add a Lookup field for Leads, I would expect that you could build reports that show the relationship between Leads and Cases. Unfortunately you cannot. Why would that be?
Anyone have any experience using a Zoho CRM web form on a Wordpress site using Optimizepress 1.0 as the theme?
I am trying to insert a Zoho CRM web form onto an OptimizePress 1.0 lead capture page. The data is not passing over as a lead into the Zoho CRM account. Does anyone have any experience and tips for accomplishing this? Rick Cooper
Calendar Timezones
There has to be a way where you can display the calendar to be converted to different timezones for booking appointments. I have clients from all over the USA in different timezones and need to show their time in relation to booking for other users on the calendar. Anyone have any suggestions?
Unable to Cancel to edit Data Backup and Backup Logic Bug in Zoho
(1) I'd configured Zoho CRM , database backup for once a month. I can't change it, there is no edit / cancel schedule buttons around (see attached screenshots), now sure why I can't do it anymore. I used to be able to edit it. (2) And I figured that I configured the date wrongly and wanted to change it because Zoho has a bug. - Previusly, I set to 31st of each month. But there is a logic bug in Zoho - On Months that do not have 31 days (e.g. Sept), it will be generated on the 1st of the next month.(Oct)
Slow / Missing Event Emails?
Hi I'm currently using a trial of Zoho and I am finding that event emails are quite delayed when being sent to attendees 10+ mins sometimes 30+. Also sometimes when I update an event and add additional attendees their email invite never arrives? Has anyone else had similar problems?
GMAIL App issue
Gmail and ZOHO -- the ZOHO app adds to CONTACTS only? AND, I cannot move anything from Contacts to Leads? This makes the feature very limited. 4 years ago there was a request for allowing a contact to be moved to a lead -- has it been added yet? Dianne dcampbell2016@gmail.com
Order of advanced filters
Hi, I want to know what order the advanced filters are added to the list. I would like to have the filters orderded in alphabetical order but that does not seem to be the case. Can you tell me which order you are using?
Beeping sound during outbound
Hi, I would like to know if there's any resolution for the beeping sound that we are getting after integrating Zoho CRM to Ringcentral. We use deskphone ( cisco to be exact )
Beeping sound during outbound ( Zoho and Ringcentral )
Hi , I would like to know if any have experience a beeping sound whenever we do an outbound call from a cisco deskphone. It just started after Integrating Zoho to ringcentral
Show all contacts independently of the owner
Hi all, when I log as administrator I can see the contact list with all contacts independently of the owner, but my users that have the standard security profile will only see the contacts they own, is there any way I can make that they see all records but only give them permission to edit their own records.
Argentina Time Zone
To whom it may concern, Argentina Time Zone is registring things wrong. When we set a note for a contact or similar, it registers 1 hour later than the real one. For example, we set a note for a contact at 13:30, and the CRM set it at 14:30. Please, fix this ASAP. Thanks! Juan
zoho for a UK real estate broker/agent
There are tons of US realtor CRMs as well as tons of UK estate agency CRMs available. none of these work or do what I need them to do....which I find surprising as its really fairly simple. I am Uk property broker. In other words I am not an estate agent with a high street shop front who needs to print window cards from his system. I need a platform that allows me to register and catalogue all the properties I have ever dealt with. A database of properties, with lots of useful fields of data so that
CONVERTING EMAILS INTO LEADS
How canI convert an email directly into a lead?
How do I assign the same task to all Accounts?
I would like to create a data cleanse & re-establish contact task against all accounts so I can mark them off and not miss any. Is this possible? I can't find it in any on the other posts
Clé ZSC
Hello, We have a problem with the ZOHO CRM / ZOHO CAMPAIGN link. "The ZSC key for this account is no longer active". How do we? thank you
Zoho crm workflow
does it have a maximun of rule possible in the workflow (CRM) ?
Should I Factor Into my Testing a "Wait Time" when Changing Workflow?
Hi ZoHo. I am testing a workflow rule in the Leads module. I have a question about patience. Here's the context. I've spotted several errors that I've made in the workflow. With each error, I'll take the following steps: In Rules, I'll deactivate the workflow, taking the option of deleting all schedule In Leads, I'll perform a Mass Delete of the Leads I am working with In Rules, I'll fix my error In Leads, I'll import the Leads back in In Rules, I'll activate the fixed workflow In Leads, I'll
Creating a Task when a potential is created
How can I set up a workflow so that when I convert a lead into a potential it creates a task for that potential automatically?
Unable to insert leads using API
Unable to insert leads using API Code: <?php $xml_data ='<Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your Company</FL> <FL val="First Name">Hannah</FL> <FL val="Last Name">Smith</FL> <FL val="Email">testing@testing.com</FL> <FL val="Title">Manager</FL> <FL val="Phone">1234567890</FL> <FL val="Home Phone">0987654321</FL> <FL val="Other Phone">1212211212</FL> <FL val="Fax">02927272626</FL> <FL val="Mobile">292827622</FL> </row> </Leads>'; $URL = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=<AUTH_TOKEN>&scope=crmapi&xmlData=";
CRM won't let me add my company name etc into the fields.
Have Zoho Mail. All good. Went to sign up for CRM. I come to a page that says "add your company information". The software will not take any information. Even when I try to upload my logo, it does nothing. Cannot type my company name, address, nothing into the fields. Tested this on both Mac and DOS. (Attached photo of the page)
CRM won't let me add my company name etc into the fields.
Have a zoho mail account. Tried to go into the CRM account. It takes me to a screen to "sign up my company". It will not let me input any information into the fields. Tried on both MAC and DOS. Same result. Attached is a screen shot. I cannot enter any information (not even a logo), and I cannot get past that screen.
Creating a Task when a potential is created
How can I set up a workflow so that when a Lead is converted into a potential it creates a task for it automatically? I also want a new task to be created automatically when I create a new potential. Can this be done?
How to hide the phone field until another field is changed?
I want the phone field to be hidden until lead is claimed. Here is what I have so far: if ( input.Sales_Agent == null) { hide Phone; } else { show Phone; } I am not good at programming but Zoho under Work Flow Automation is telling me that "On Load" is needed for "hide" function... Please help how do I set this function in Zoho. I am doing all this under WorkFlow Automation.
import Excel Spreadsheet to Sales Orders
I have an Excel Spreadsheet with Orders. how can i import all of them into Sales orders in CRM. Is this possible? can you explain how can i work on this. I have tried different ways, but no result. Please help me. Thanks
Background color
Hi, Is it possible to change the background color of our Zoho Home Page (the one we login to)? Is really hard to see any information in our accounts if the background is white and the letters are light grey.
edit industries list in accounts
Hi, A new user of Zoho CRM. I am wondering if in accounts it is possible to modify the drop-down menu for Industry to better fit our business? Thanks Steve
Can I integrate email with my vendors?
I would like to integrate my communication with my vendors just like I do with my client/contacts. Is this possible?
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