Leads to Potential but with existing contact information in Zoho
Our sales flow is setup more based on POTENTIALS (opportunities) than true LEADS (i.e people) so this makes converting LEADS to DEALS tricky without creating duplicate contact information. But we still want to associate the potential with the leads module to track back to campaigns etc. Yep - adding that manually if we create a Potential directly can work, but on a larger scale we need this to start at LEAD cycle. "Hey did you hear some guys are building a mall over there next year ?" Potential Name
Tracking Sent Emails from Zoho Mail Client (Win 10) within Zoho CRM (Lead/Contact record - email history) and vice-versa
I have all related 'send from' emails/aliases and domains verified and validated in both CRM and Zoho Mail. Problem: I send an email from the CRM to a Contact and it tracks it, displaying the email in the Contact email history details, but this does not show in my "sent" folder within the Zoho Mail client (Win10). Likewise, email sent from within the Zoho Mail client (Win10) does not show up in Lead or Contact records under the email history section. Thus Zoho CRM and Zoho Mail are not fully integrated.
How do I see a list of all my Leeds in the CRM? I only see the one I search for..Thanks
Hello, I don´t know how to see a list of all my Leeds?? Thanks Miguel
Using CRM Java API SDK to insert record into Multi-Select Lookup
I am able to insert records using the Java API SDK except Multi-select Lookup. I know that there is a hidden module associated with the Multi-Select Lookup, in this case "Shopping_X_Members". I am using this code: ZCRMRecord newMember = new ZCRMRecord("Shopping_X_Members"); newMember.setFieldValue("Members_at_Shopping_Participants", participant); newMember.setFieldValue("Members", member); APIResponse zohoNewMember = newMember.create(); where participant or member are either ZCRMRecord or ZCRMEntity
Zoho CRM Unbelievably slow
I absolutely can NOT run a business like this. It takes 2-3 minutes just to LOAD a file. I pay guys to work, and I have NO control over this database. This honestly should not be out of beta testing stages. Very dissappointed that all of my records and contacts are in Zoho. I need to switch to something usable ASAP.
Zoho CRM Task email notification
I just spoke with Zoho CRM support and wanted to confirm the following. Apparently when I schedule a Task for a contact and I set a reminder via email for a later time Zoho CRM will not send an email notification to me. If I schedule an Event this works fine. The tech's answer was that on a New Task email reminder does not work because it's a task and not an event which requires a specific time of occurrence. Can anyone confirm this is how it works??? I just want to be sure I'm not missing any
Data Sharing Rules not working
Hi, I've setup a hierarchy of "Roles" but for few cases need to share lead records across different roles in the hierarchy. For some reason, adding data sharing rules with "From" and "To" as the respective roles has no effect. Still unable to see the "From" account's shared leads in the "To" account. Anyone facing similar issues? Any help appreciated.
Accessing Contact Sales collection via a custom button in the contact module of the CRM
Hi CRM and Deluge gurus, I am trying to create a button for the CRM Contacts module (that shows on the contact list) which reads the Sales Orders collection for the contact, the processes that list to extra all the products and places each product into a muti-pick custom field. My challenge is that I cannot figure out how to grab the Sales Orders collection for the contact record. Any suggestions? Best regards. Joe
Idea for a Custom Function: Auto Calculate Margin on a Quote
Hi, The regular custom function posts are great. It would be great if you could post one that calculates the Margin on an quote, sales order or invoice. It would have to check each item cost and corresponding selling price on the quote and then calculate the margin and adds it to a "Margin" field (while taking into account discount field) This field could then be used within reports to average out Sales Reps profitability. Even better as it would be possible to add to dashboards for live updates.
Calendar synchronisation (Google Calendar)
Hey there, so we run an Event Company and work with a Google Calendar in which our team puts in all prebooked or booked Events. This calendar is called the "Bookings" calendar. My Google Account owns this calendar so i can two way sync CRM with this calendar. Unfortunately the Google Marketplace feature only lets you sync your own calendars so my team can't access this calendar from the CRM directly. Is it possible to include the option to synchronize with shared calendars. We need this fuctionality
Multi-Select Lookup (Linking Module) OR Contact Roles?
I am NOT a Zoho expert by any means, but I'm hoping that someone here might be able to give me guidance on how to approach solving this problem for my business. I have a Zoho CRM Enterprise account with 2 users (very small business) and can't afford to add more users to solve this problem. Here's what I'm trying to do: My company plans very small weddings (elopements) for our customers. The business itself functions very much like a general contractor, where the customer hires my company for planning,
Cost Price and Markup in Quotes functionality
When we do quotes, we want to pull through fields for the cost price of the item, another field that dispays the customer price and a field for markup. Our sales people need to be able to edit the cost price, based on pricing received from suppliers, add a markup to determine the selling price, or manually enter the selling price. ZOHO does not seem capable of this? The quoting module seems like it needs a lot of development. Is there any way to customise this to our specific need, or are we stuck
Ability to add new fields to ZOHO CRM Invoice details
Zoho, a very long time ago I put in a request to find out when ZOHO CRM would be able to have the ENHANCEMENT to allow users to add fields at the INVOICE PRODUCT DETAILS section of invoices in CRM. There are many requests to do this for example follow these links just to name a few; https://help.zoho.com/portal/en/community/topic/quote-quote-details-product-details-customization#2266000004360209 https://help.zoho.com/portal/en/community/topic/adding-column-to-product-details-on-quote https://help.zoho.com/portal/en/community/topic/adding-fields-to-the-product-details
Introducing the Setup page Customization in Zoho CRM
The Setup page in CRM serves as a one-stop place from where you and other members in your organization can access all the features. So, it's important to list out only those features that are required and used more often in daily business practice. Besides, many organizations are compelled to use their applications to perform certain actions and may want the details to be reflected and accessed from within CRM for various reasons. In both the cases, the best approach would be to filter out and display
Tiered Taxes in Quotes
Assume you have 2 items with different taxes as follows: 1. Line Item #1 - Software $100, taxed in two parts (A) 14.5% + (B) 5% = $119.5 (this is default behaviour of ZCRM) 2. Line Item #2 - Hardware $100, taxed in two parts (A) 12.5% = $112.5 + (B) 5% = $118.125 (this is a tiered tax) The second option is not possible in ZCRM. The only way then becomes to split into two quote, hence two sales orders and two invoices where : #1 is achieved simply; AND #2 is achieved by entering tax (A) at line item
Inactive Contacts
Dear admins, When I check in Zoho Campaigns, I see there are 2600 inactive contacts. And Campaign is integrated with CRM, so is there a way to automatically delete them or a particular filter/option that I have to integrate to make sure they don't take unnecessary space. Regards, Naivedya
Trying to modify the platform to suit my personal requirements,
Trying to work out how to create PROSPECTS which converts to LEADS which converts to ACTIVE FILES which converts to SIGNED
Connect Sipcall with Zoho CRM
How can I connect or integrate sipcall into Zoho CRM?
Companies and Leads
Has anyone found a way to simply attach all leads to a company? I have 44000 leads for 2400 companies I need to assign to 3 reps. Since you cannot tell ZOHO to attach ALL leads to a company and then assign them it looks like you have to enter company in the search area under leads then assign them... HOURS and DAYS of work. With Salesforce this is not the case. You can attach a lead to a company with ease. I am lost on what the thinking is. I have had ZOHO Service team members agree. ( I see you
Free account to ZOHO One account
Just made free ZOHO CRM account and restrictions/non availaility in email/chat channels say to move to trial Enterprise account to use these features, so does an Enterprise upgrade mean you have ZOHO One or is that a different route?
Import Sales - Invoices or otherwise
I like ZOHO CRM a lot after migrating from a different platform! However, I am having problems importing sales which I receive from different distributors and therefore accounting the source of each sale. How can I import the sales into ZOHO crm from an Excel Spreadsheet? and allocate each of these sales to my customer list? Which is linked to every sales representative ... which gives me their sales commission? Regards, Chomba
Workflow rules between two modules
Hello everyone, I have a problem, I want to automatically update the tasks to close them, when a lead is closed. It looks simple, even I'm still a novice. So first, I created an update field for the task to change the status to closed. Second, I created a rule for the lead we lost. But I don't success to link them. In the workflow rules, when I have to choose from the selection list, I can not find the "update field" associated with the task or any other update field related to task. Do you know
Adding an Expected Date Field from Already Created Formula Field
Objective: Create an Expected Close Date (formula) based on the Start Date plus the Number of Total Days that it's expected to take > which is a formula field. The Number of Total Days is based on 25 or so other fields - adding all the values together. Issue: I attempted to create a formula field to with the Start Date plus.... (this is the issue) the Number of Total Days Formula field that I created above) is not available to add to another formula. I also attempted to a number field and have a
Calling Aussie Users of MAXOTEL - Vote for Integration with ZOHO Phonebridge
If you are a Maxotel user, please Vote for "Integration with ZOHO Suite of business applications via ZOHO Phonebridge" via the Maxotel Feature Forum - https://my.maxo.com.au/#!/featureforum/request/128
Please improve the "NEW" UI popup for creating Quotes / Sales Orders
I'm getting lots of pushback from users on the new UI which is a BIG PROBLEM. The whole CRM is designed to make sales easer yet the key activity in making a sale... "creating the quote" has an extremely poor UI and according to my users even worse since the new updates. To quote one of my reps... "building a quote now is unbelievably tedious with the tiny product preview window". I have reps actually now starting to use Microsoft word to create quotes and send them separately from the system. This
Re-think the automation system: Improve Macros and Buttons
I like that there are many ways to automate actions in CRM but, as a relatively new user, it's a bit of a disjointed effort. You can automate some things through this but not through that. Another problem is that the various automation tools are in seemingly random places through the UI. Here are some examples of what I mean: Custom Functions: Function that modify values on a record do not trigger workflows that are watching those fields/records for changes. This should be configurable at the workflow
issues with EMAIL tab not showing up..J
I have had my manager set up the email add on feature. My manager is NOT using the mail add on, its only me that is using it. We gone through the processes of setting up the mail add on and making sure that I am activated on it. The problem is that I dont have a EMAIL tab at the top of my TAB bar where Leads/contacts/activities ect are located. Does anyone know what we can do to fix this issue? I am not getting read reciepts when I send out an email from the CRM, however I get no emails sent back
By IMAP-Integration - Can't find "Email" Tab in my Menu.
Hi, please help! I made setting for Imap-Integration (Beta) now, and I still can not find Email tab (Modul). How can I access Email Module?
Read Only Reference Field
I am working in the Cases module and there is a system field called "Related To" that allows you to select a contact from the the Contacts Module. It then auto-populates the contact's Email and Phone Number from the Contacts Module below it. I would like to do something similar for other fields and pull in read-only, related information into the ticket. I attached a screen shot showing the fields in question. The email and phone fields have a lock icon on them. I can't seem to find where I can
Zoho integration from Mailchimp
Hello, I'm trying to connect Zoho and Mailchimp but to be able to send details from Zoho to Mailchimp. I've noticed 2 ways to do that : - connect Mailchimp from Zoho marketplace --> I did it however we can only take name of the contact, email and mailchimp list but we can't send info from Zoho To mailchimp like custom fields or tags. - Connect Zoho from Mailchimp integration --> When I try this, Mailchimp request a zoho username and a password, I've tried with my zoho account and it doesn work. How
System Admin - resource to assist when required
We are a SME insurance firm where zoho is central to our client relations. Over the years we have managed zoho in house and not being zoho professionals other than users, we require some maintenance. Also introduction of campaign management, template and screen set ups. We are too small for a full time resource, and not 'game enough' to let unknown, not recommended people into our very heart of our business. We are located in Melbourne Australia.
Inventory Issues
We've been using the Zoho CRM for the past few months and are generally satisfied however we have not been able to get the Inventory functionality (which is the primary reason we are using the paid version) to work acceptably well. We have the following problems/issues: 1. The Inventory "Qty in Demand" field is updated when a Sales Order is created. I believe it should only be updated once a Sales Order is set to "Approved" status. There are may times when a Sales Order is initially created but is
Email settings on Free Trial Account
Hey Team, I currently have a free account an would like to add an email under ''organization email addresses'' does this come with the free trial account? Also, can I connect my Gmail account with the free account in order to see sent and received emails? Many thanks in advance for your help. Kind regards Agnieszka
Custom Module Creation for ELearning Business
Hello, We are an eLearning startup based in Bangalore. I am new to the forum and to Zoho CRM. It would be great if someone can suggest the best way I should customize my Zoho portal. Had an elementary question/problem for Module and Layout Customization. I am planning to create custom modules as below. a) LEADS: Collecting data of everyone who is interacting with the brand through various mediums b) PROSPECTS: Anyone who has created an account but not made a purchase. c) LEARNERS: Anyone who has
CRM PHP API
hi, i use the Zoho CRM PHP API zohocrm/php-sdk 1.1.8 i had OAuthtokens working in file, now have OAuthtokens working in db. But i had to do a small edit in vendor/zohocrm/php-sdk/src/com/zoho/oauth/clientapp/ZohoOAuthPersistenceHandler.php around line 33 //Logger:severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}"); OAuthLogger::severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}");
Delete record without triggering workflow
Is ist possible to delete records vith v2 api and not triggering the workflows? https://www.zoho.com/crm/help/developer/api/delete-records.html
Did SalesInbox replace the Email module in Zoho CRM?
I used to have an email module, but after checking out SalesInbox, I no longer see the original email interface.
I need to create Custom module based on filtered view of the Accounts
Hi, i need to create custom module depend on a filtered view of the Account, i noticed that i can create a new home page of the view but i need to create a separate module. is there's any solution?
Not able to generate access Token
Hi, I have followed below guide to connect to Zoho CRM using Java https://help.zoho.com/portal/kb/articles/java-sdk-create-first-app When i ran application to get access token and refresh token getting below error : com.zoho.oauth.common.ZohoHTTPConnector post INFO: STATUS_CODE = 400 ,RESPONSE_JSON = <!DOCTYPE html><html><head><meta http-equiv="X-UA-Compatible" content="IE=edge"><title>Server error occurred</title><style> body { margin:0px; padding:0px;font-family:"Open sans";font-weight: 300;
ZCRMSDK.OAuth.Common.ZohoOAuthException
I am trying to connect with localhost and getting this error "ZCRMSDK.OAuth.Common.ZohoOAuthException". Any idea how to solve this issue
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