Import Contact Data with special charakters
How can they (ä ö ü and ß) be imported to be displayed correctly?
How do I change lead status after sending an e-mail manually?
Hi, I'm testing the Zoho CRM at the moment for my business. I'm handling leads but sending them an manual e-mail from with Zoho, when that e-mail has been send, I need the status of the lead to change automatically from "Open Lead" to "
Leads Module with commercials and telemarketing companies
Good morning, I have a problem. I have two telemarketing companies and my own commercials that draw on the records we have in the leads module. I would like to know if there is any option so that each one can only see his records as owner and not see those of other people (commercial or telemarketing) Thanks for your comments, Regards
Different lead types
Hi there, If we have three types of leads. Customers, press and blogs/social media, is there a way to separate them by creating lead types?
What happen when I delete a record?
What happen when I delete a record?
Integrate Cloud PBX System to ZOHO Phonebridge
Hi, How to integrate a cloud PBX system to zoho phonebridge? I would like to use CTC, Call pops & automatic call logging in ZOHO with our PBX Integrations. Can you please share a tutorial link or any document to brief about how to integrate my PBX with ZOHO Phonebridge? We have created one developer account and got Client Id and Client Secret but we stuck on integration part in development. Thanks, Yella
Zoho CRM Community Meetups in UK - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in London, Bristol, Birmingham, Manchester, and Leeds. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions
How to edit scheduled email to any single person without using template
I scheduled an email, a single email, no workflow in action, no template used, just created directly in CRM to one of my lead by clicking : now I realized that there was some issue with the email and I want to edit it, now where can I find that email? I tried everything but was unable to find and edit.
Importing several VCF at once
Hello, I am trying to import several vcf cards at once but I don't see how I can select several. Can you please tel me how to do it ? Regards
Nested IF functions in formula field not working
Hi. I'm trying to make a 'Most Recent Note' field based on a sequence of 'Notes' fields that we'll fill out on a Lead to keep track of activity. I thought I could accomplish this by doing some nested IF functions that checks if the last Notes field is empty, then checks the second to last, and so forth until it finds a field that isn't empty. Once it finds a field that isn't empty it will display the value of that field. Thus it will always show the most recent notes because people will fill them
When to use each lead status in Zoho CRM, I mean, the process?
Hi, I've started using Zoho apps a couple days ago and I have some doubts about how to handle with the lead. These are my doubts: 1. Is there some tutorial to help me how to handle with leads, when to convert to a contact (or a potential lead), I mean, which way I have to follow to know when a lead must becomes an account or when a lead should be closed? 2. What does mean each lead status when prospecting by the phone for example? Actually, I didn't get the difference between "Contact in future",
Is there a place to submit idea requests or feedback for Zoho CRM?
I've been using Zoho CRM for a while now and there's a number of features that I think would improve. Does Zoho CRM have somewhere for its users to submit these suggestions?
Zoho CRM Community Meetups in Poland - Dec' 18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Wroclaw, Warsaw and Gdansk. This December, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns.
Email Filter > Custom Function > Update CRM Record? Possible?
I want to update a CRM record based on a specific match of text in the content of an email. For example, a client signs an Adobe eSign contract, a few certain keyword inside the email trigger a record update. Possible? Any insight or direction I can take to make this happen?
Need to send a notification with custom functions to an assigned email.
So we have created a custom form which assigns a project to each department in the office, I have a field for "Responsible User" which allows a drop down of different employee email addresses. I am attempting to create a custom function which will send an email notification to the "Responsible User" when a task is assigned to them. What would my function look like for this?
Always two digits after the comma
Hi, I use a custom formula field in my quotes, which calculates the grand total multiplied by a factor (e.g. 1.0456). Now I want to show the resulting value of that formula field in my quotes, ALWAYS with TWO digits after the comma. How do I do that?
Link WordPress website to ZohoCRM, using Web-to-Lead
We create websites in WordPress, and also use Zoho CRM. After having lots of issues getting the website to transfer data from our website to ZohoCRM using web-to-lead, we created a plugin to do this, and have released it so everyone can streamline this integration. The plugin uses the Zoho API, so you don't need to muck about generating the web-to-lead forms. There is a graphical set-up in the plugin that allows you to map your website form fields to your Zoho Fields. You'll be up and running in
Notes - Shared to Customer (Cases)
Hi Team Does anyone know the code or syntax to set the "Shared To Customer" on the notes record on the case entity Zoho Support has not yet responsed
Option to Add Record from Search Interface
I have a feature request. A couple of my users are really missing a feature that we had in a previous CRM. If they put a name into the free-form search bar and no matching records existed there was a link in the search interface dropdown that said something like "Create New Contact called {First Name} {Last Name}" It would be great if ZOHO had a similar feature either in the free form search results or the expanded results that allowed users to create new records based on the search input field.
Moving from Salesforce to Zoho
Hi, Tools fro moving from Salesforce.com to Zoho CRM.. Ole
migrate to another zoho crm
Hello, I have my crm with a zoho account and I would like to export and have the same configuration to another account. Is there any way to copy everything ? Tia Andrea
How do I get my Zoho CRM Campaign module updated with Zoho Campaign information?
I have created and sent an email campaign from Zoho Campaigns, I have enabled the Sync Settings so it will create and Update the Member status in CRM. The Campaign has been created in CRM, but the contacts have not been updated, and I cannot see the Subject and Sender details like I do in Campaigns. The specific member information does flow in, as I have created the field for this info to flow into. Is there a setting or something I should do to have the contact list flow in and sync to the CRM
Get Users
Hi. Actually I have a problem with Zoho Creator I try to get information of Users when form is onload but not obtaion data response. response = zoho.crm.searchRecords("Users", "(Email|=|email@email.com)"); alert response; I dont know if is why is not allowed to access this data to Zoho Creator or whats happend? Someone to help me.
Integrating Zoho with FreePBX
Hello I have a FreePBX 13.0.190.19 'VoIP Server and Asterisk 11.25.1 . I want to integrate this FreePBX with Zoho CRM . as I studied I have done with phone-bridge plugin /group and downloading Asterisk 1.4 . please help me on : > as I tried to configure " teleadapter.properties " file, its empty and what contents I have put into this file. (would be great if you sned me one as a sample) > Am I right with zti.properties contents : proxy=false proxy.user= Extension username in FreePBX ? proxy.passwd=webpassword
VERY SLOW SUPPORT
Can some one assist me asap.. your support team is so slow....it takes me hours just to respond to the inquiries.. this is definitely not efficient system especially if you have serious problems such as BUGS.
Accumulating data in one field from another
I'm trying to build a historical listing of entries in one field from another field. Specifically, in the deal module I would like to copy "next step" entries to a newly created field when it is time to create a new "next step". The idea is to create a historical listing of next steps inside a deal, tagged by name of user and date of creation. As it stands, they get overwritten when you enter a new next step. I would imagine creating a button to execute a function is the way to do it. I am just
Integration between CRM and Surveys
Hi, I'm trying to integrate one survey to the CRM so when the client answers, the contact information is automatically updated. I've found the page where I'm supposed to integrate, but I really don't know how to do it. Thanks a lot!
Assigning a call after a task
Im trying to set up a workflow rule that automatically assigns a follow up call after a task is completed. I seem to be able to assign a call after a call or a task after a task, but I cant find a way to do task and then call as a rule. Basically, I am trying to put an automatic follow up call a week after a letter is mailed to a prospect.
Fwd incoming email from specific group of leads
We have ZoHo CRM importing emails from 3 user accounts and would like when an email is received to any of these 3 accounts that is from a lead with a certain status to have that email forwarded to a specific email address. The leads are in the thousands so a solution that involves specifying each one individually simply will not work so want to do this based on some action that checks a lead status. Thanks, Dustin
Why Not Update Your Gallery Scripts?
Why don't you update your Gallery Scripts with all the changes in the API? Endless "new" fearures - no minding the shop.
Delete contact by uploading a file
Hi I have an excel file with emails of leads that I have in Zoho CRM. I want to delete all those leads. How can I do it ? Thanks William
Specify Upsert Duplicate Check Field
Hello, I was wondering how do I properly specify the duplicate_check_fields when doing a on api, I want to filter the Contacts by Phone but in my sample screenshot I don't know how to properly specify it. Thank you
Zoho CRM Outlook Plugin and Information Pane showing Context by Related Records
Hello List It would be great to see related Accounts, Contact, Leads and Potentials when selecting an email in Outlook which was registered in Zoho CRM. Is such planned? Thank you for a feedback. BR Samples of other vendors: http://niiranen.eu/crm/wp-content/uploads/2012/08/Dynamics_CRM_on_Outlook_2013_3.png (related records) https://www.marketcircle.com/static/images/daylite/scenarios/GTD/taskindmi.png http://www.focusonapple.co.uk/wp-content247/uploads/2013/11/dma.png
Automatic Lead Re-Routing
I have leads generated via the email parser. These are assigned to one person for assignment to salespeople. If this person is gone for several days, I want to notify other staff there are leads waiting or re-assign these to other staff. Can someone give me the high-level steps they used to set up this solution? I basically need a workflw to autmatically assign a lead to a new person after x days so these leads dont just sit there waiting on the original staff to come back to work. Thanks!
How to integrate outlook 365 cloud with Zoho CRM?
Hi, we want to integrate office 365 cloud mail with zoho crm to sync email, calender, tasks and people between them. I have searched a lot on forum but have not gotten much help to get my point clear. So if anyone has resolved this issue, please share the method with us. We appreciate your help.
Pick List says item already exists but it's not visible
I've got a custom field in Contacts. I'm trying to add a Pick List Option which does not appear in the list but getting an error message. Note that the value I'm trying to add to my field called "Function" in the Contact module exists as a field called "Relationship" in the Account module.
Inserting records in custom module using PHP SDK.
Hi, we are developing an app that connects a web page with Zoho CRM via API V2. Data is stored in a custom module. Oauth is working and we can retrieve records from the CRM but we can't send data. The code we are triying is the following: <?php require 'vendor/autoload.php'; ZCRMRestClient::initialize(); //Create a record instance to set fields. $records = ZCRMRecord::getInstance("CustomModule8",null); $records->setFieldValue("Email","test@test"); $records->setFieldValue("Especialidad","Arquitectura");
Cloning a Campaign in Zoho CRM doesn't copy of the activities (tasks, events, etc.)
When I clone a Campaign in Zoho CRM it doesn't copy of the activities (tasks, events, etc.) from the cloned campaign to the new campaign. Essentially all the clone function does is copy the name.
Who to go with: Zoho email marketing or outside provider like Mailchimp
Greetings! I am trying to decide whether to go with the Zoho email marketing or an outside email marketing provider like MailChimp. I am wondering what you’re using for email marketing and why, and how is it working out. I am confused, no clear answer after some Zoho email marketing vs MailChimp research below, which I am sharing for your benefit. One prefers Zoho, another MailChimp; pros and cons don’t seem to give an advantage to either one. I am new, starting out and looking for basic,
Cannot Choose/See Columns when creating a custom view
I'm trying to create a custom view and all I am able to see is "specify criteria" There is no option to choose columns like I see on every help article/video. I attached a screen shot. Any idea? I am an admin so I should be able to see everything.
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