Is there an easy way to make Contacts Leads and make Leads Contacts?
Made the mistake of importing all my contacts as Contacts... now realizing that they are Leads in Zoho CRM, not Contact - that Contacts are converted Leads. Suggestions on how to easily change what I've got? Export everyone and important as Leads?
Contact roles in Potentials - more data
Currently our sales team have to make a lot of phone calls and switching everytime between potential and contact data is time consuming. That would be solved if in Contact roles detail view we could see mobile phones, home phone, and secondary e-mail data. Now this detailed view is not customizable. Regards, Marko
ZOHO CRM : Insert Invoice using InsertRecords API
We are working on a WordPress plugin which will create the new entry inside invoice module in the ZOHO CRM when the order is processed using the API. From the API Docs, it can be done using the insertRecords API. URL: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords Also, we need to pass the following parameters to insert the invoice: https://www.zoho.com/crm/help/api/modules-fields.html#Invoices We have confusion about the Lookup data type fields ( http://prntscr.com/hg72sj ). Can we
Zoho CRM integration -which is the best SMS sending software?
Hi, We are planning to send sms to our contacts but we are not sure which tools are we going to use. We are in Zoho CRM standard plan and our options are SMS magic and Burst SMS. Any suggestion that you can give us will be greatly appreciated (Pros and Cons). Cheers Catherine
Outlook 2016
Hi There, after installing Office 2016 the Outlook Plugin does not work, (MS Windows, 64 Bit, Outlook 2016) is there ana possibility, to add a sent E-Mail "manually" until the Plugin will work ? I am a very new Customer of Zoho, and i LIKE it,
Automatically change stage after 10 days.
If a deal has been in a specific stage for 3 days is it possible to automatically switch the deal to the next stage?
Shift Office 365 email integration in to Office 365 module
Sorry if my title is unclear, but I noticed a strange disconnect in the way Zoho CRM integrates with Office 365 that could be changed to make things much more easier to setup. Currently, we have Office 365 integration for Calendar and Contacts in the Marketplace > Microsoft area of our settings. Additionally, we can connect our Office 365 Email in the Channels > Email section of our settings. Can't the two be merged, so when an Office 365 user is added to Zoho, their e-mail is (optionally) connected
New Reports and Comparison
This might not be a bug so to speak. In the new reporting system for comparing it gives you the option for a "picklist values" for the comparison instead of users or role. The problem with this is it does not allow you to use the "User" picklist fields. We have a multitouch sales process where we have multiple steps(and salespeople) for each potential. We cannot do the comparison by potential owner since the user changes by stage of the process. If we could use the "user" fields in the comparison
Alerts
Looking for a way to alert a user instead of an email notification... I want a POP-UP alert that an SMS text has arrived
CRM API V2
Hi, I'm migrating to the new ZohoCRM API and I found a case with tags addition/deletion to the contact. With the old API we could include the tag setup with resource insertRecords/updateRecords calls. For example updateRecords: newFormat=2&version=2&id=[some_contact_id]&xmlData=<contacts><row no="1"><FL val="Tag">Tag1,Tag2</FL></row></contacts> Can we do the same thing with the API V2 (by insert/update record endpoints) ? I found only a way to update tags setup using POST `module/actions/add_tags`
Bulk read post request api v2
I've dowloaded the postman request's library. Using postman, I'm trying to make a request for bulk read of a custom module. Using the Records->Bulk->Post request template as a starting point, I've changed the url to: {{api-domain}}/crm/bulk/v2/read In the body tag of the request, I've put the following: { "query": { "module": "Leads" }, "page":1 } After sending the request I've got: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" }
Logging out so often
I have noticed that I will be away from my computer for a little time and then it would log me out automatically. But this happens to my entire staff throughout the work day. Doesn't seem right. Should keep you logged in for at least 24 hours. Am I missing a setting or something here?
How to determine which products were quoted and sold during a specific time frame
I am trying to determine how to setup Zoho CRM so I can report on how many of a specific product was quoted/sold during a specific time frame. I have associated Products with Potentials, added them to Quotes and Sales Invoices and I'm having a difficult time trying to figure out how to get this information out in a report or dashboard. This type of report will let me know if I need to order more product based on how many are in my pipeline as well as help determine what my top selling model is if
CRM Custom Module
I need to add a custom module to store Collection Notes(Billing Notes) for our Accounts. The reason for the custom module is my Accounting Department wants their Notes stored separately so they can be searched or looked at on their own. The built in Notes feature does not have any categorization of notes. For this Custom Module I need to store DATE OF NOTE, NOTE, ENTERED BY. These are the only fields I want . There needs to be linked to Accounts and I have added the LOOKUP field for accounts. My
Analyze old data
I have the following excel sheets: - People asking for materials - People asking questions - People asking for a guided tour - People which ended up signing up for courses - and which courses they signed up for All persons would be identifiable either by phone number og e-mail. I would like to import all this data into Zoho CRM, so I could do a little analysis - and compare to whatever I put into Zoho CRM from now on. Is that even doable (like they all were in different places of a sales funnel)
Subforms not working
I tried to set up a simple subform in my leads layout. After saving it and going to a lead. The only thing I can see there are the field names. Nothing can be inputted at all. Am I missing something?
Grouping feature in Zoho Reports
That would be nice to add a "data grouping" feature in order to avoid adding too many fields in the CRM. For instance a grouping on lead source > chat, website, social networks grouped as marketing sources and sales visit, sales prospection, customer referral grouped as sales sources. The only option that I have today is to add a category in the CRM, I don't want to multiplicate fields in the CRM. Is that something already possible? Planed? Thanks,
Data migration tool for Notes and Events does not respect mapping of owner/user
I am migrating from a legacy CRM to Zoho CRM using multiple CSV files, using the Zoho CRM data migration tool. I am finding the migration tool does NOT respect the field mapping for Owner of Notes or Events. So when I import notes and events into CRM all of those records get set to myself as the owner. I need to assign events and notes to the users they belong to! For example, for Notes I am mapping users' EmailIDs to the field "Note Owner ID". But it doesn't take, I end up being the Owner on all
Amyone set up the CRM for Insurance. I'm looking for Life insurance
So I went through setting up the layout for the lead module. Surprise you cant copy to the other modules. I am so disgusted. Anyone have a CRM set up for Life Insurance or Similiar
ZOHO Unavailable?
Currently getting an error across my users that ZOHO CRM is temporarily unavailable. Will this be fixed shortly?
Zoho Community Meetups - Australia
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: Queensland Sunshine Coast Brisbane July - 30 Jul - 31 Other cities Sydney
CRM Notification from lead comment needs to include lead name
When one user mentions another user in a comment on a lead / transaction using @. The notified user receives an email with the comment. This email does not contain the name of the lead / transaction name which means that the message effectively has no context and is thus meaningless until you click to view the message. Please include the lead or transaction name in the subject line of the email.
Problem with Call using Skype feature
In my Zoho CRM, using Google Chrome, next to all of Contacts' phone numbers is a little telephone icon. I am in the United States. Hovering mouse above this icon displays "Call using Skype". However, when using this feature, the phone number passed to Skype has a "+" symbol inserted to the beginning of it. So for example, if the phone number on a contact is (212)555-1212, the number is passed to Skype as +2125551212. To Skype, this is an invalid phone number. Since the plus is there, Skype assumes
Web Form Displaying on Mobile
I created a Webform and copied the source code into WordPress. It works great on the desktop but does not display correctly on either of my iPhones 6 or 7. You can only see the field names but can't enter in the information. When I started typing my name, it shifted over so I could see what I was typing but I couldn't get back to see the field names. When turning my phone to landscape mode, I can't see anything at all because the keyboard blocks it. https://visitoceanside.org/group-travel-rfp/ Screenshot
Using an electronic signature (Zoho Sign) on a mail merge document
So we wish to create a mail merge template document in our Potentials module titled something like Project Walk Through Sign Off. Somehow we'd like for it to be a mail merge doc that would pull in info from the Potential that we may need to populate before our actual final walk through visit. Once on site we would need to pull up the document on a tablet (android version of CRM app) and have the customer sign off (Zoho Sign) on the project. Is this all possible? What's the best way to accomplish
Lead Pricing
Is it possible to assign a price tag to a lead? We have multiple vendors that submit leads to us and I would like to be able to track the pricing. Is there a way to do this? Thanks
Schedule Email Template
I need to schedule an email template to be sent 24 hours after a record is created in a custom module. I have played around with automation etc and was able to create a macro but I don't see a place to automate the macro... Can anyone point me in the right direction, please? Thanks!
School admission sales in Zoho CRM
I am just getting started with Zoho CRM and have a couple of questions (actually a lot). MAIN OBJECTIVE - GET STUDENTS TO ATTEND MY SCHOOL I want to use Zoho CRM primarily to keep information about all of the potential students that want to sign up for my school. I started out importing a list of everybody who wants a guided tour at my school as leads, so they are in my database. So first I disabled the requirement for a lead to have an account (company name), so I could just treat them as individual
Ownership reassignment notification
Hi team, Is there a way to customize the "Ownership re-assignment" notification? We'd like to further customize it with lead fields such as company, score, territory... Thanks, Ownership Re-Assignment: Hello Tony Sansico, You have been assigned ownership of the lead xxxxxxxxx Regards, Zoho CRM Team
Any recommendation for data security?
Hi there, I have these challenges: - customers in France don't want that Non EU people access the data - same for the opposite I've tried to set up territories based on the account location. BUT - it looks like it doesn't prevent someone from USA territory to see accounts based in EU. Did I make something wrong? - it doesn't apply to leads. Any recommendation for me to technically implement this security? Thanks, Tony
Email templates without frame for marketing automation
Hello, I'm currently implementing a marketing drip, triggered by deal stages and other conditions. There is something that prevents me from using it. Any template, even basic, comes with a frame. The recipient directly understands that this is an automated message, BUT we want to make it looks like if it was sent by a sales rep. Is there any way to remove the frame?
Display Funnel Dashboard
Hi, On our homepage, we have a funnel dashboard to display the deals that are currently in our pipeline. I have set it up so the data is grouped (report-> report presentation -> grouping) on the deal stage, which are named {1. New Deal, ...., 5. Final}, along with stages for after payment. However, the funnel visualization chooses to display as 3,1,4,5 (we don't often have deals that stick in stage 2). Refreshing it a couple of times now and then swaps it to 5,3,1,4. Obviously, I want it displayed
CRM "On User Input" trigger
Hi I've been working in Creator for a year, now developing in CRM. I'm quite confused, I use "On User Input" so much in Creator, but can't find any way to replicate it in CRM. Are there any ways to trigger a function when a box is checked, and not when the record is saved? Thanks! Levi
Open / Click Sales Team Follow up
How can I send a follow up task request via ZOHO CRM based on opens/clicks of a campaign. For instance, I sent a campaign, I got 10 clicks, I would like to send a task to the contact owners of those 10 contacts to follow up with these people since they expressed interest. Better yet if theres a way for the system to generate a task automatically thatd be optimal.
Zapier - Retrieve Entire Contact Form
I've been trying to work with Zapier lately to connect with some external services in ZOHO. However, in Zapier, when you use the "Find Contact" action to retrieve an associated contact, it doesn't provide the entirety of the data, just the basics (i.e. email, phone, name). Is there any way to enable this capability to retrieve all contact data, or a workaround?
Migrating authtokens from v1 API to new access_tokens (API v2)
Hi, I'm doing migration to the new API v2. I have a question concerning new OAuth flow. Do you plan to offer some kind of migration mechanism to move existing authtokens to the new OAuth flow authorization? I understand that this could be a problematic as with new flow user accepts the access permissions scope and such migration could require an assumption for permission level to be equal with the old authtoken scope. From the other side it could be nice feature to migarte existing API authenications
Phone Helper for iPhone - Initiate calls from ZohoCRM on your computer to your iPhone.
I'm proud to announced that Apple have approved my first iPhone app recently. Titled Phone Helper , the app allows you to initiate calls directly from your computer's web browser. As sales professionals, you will enjoy the simplicity of clicking on telephone numbers from the Zoho CRM's web interface on your computer instead of having to dial the numbers. Phone Helper will save you the time it takes to dial letting you focus on what's on your screen. No more misdialed calls. A free account and a complimentary
Bug sorting by date & time fields
I have a simple sort by interest date, which is a mm/dd/yyyy hh:mm field. As you can see in the photo, it does not properly sort.
ZOHO CRM Reports - Notes report pulling duplicate entries summarizing dupes
Hello, I am having an issue when I try to run a potentials report with notes within and the way it summarizes data. I understand you cannot run a report with only "the last note created" however when I try to run a report with notes within the last month for instance there may be certain potentials that this applies to multiple times producing multiple lines of information. When I try to summarize the data it summarizes the duplicate lines as well even though its relating to only 1 potential. how
Bulk migration of Emails from prior CRM
Emails are obviously an important part of the CRM equation. In our migration to Zoho, we were told that there was minimal support for bulk importing emails. Note we do NOT use Zoho Mail. These emails do NOT reside in an email server, but instead we would expect to import .eml formatted files or some other type of file import. This email import should also support attaching these emails to accounts, contacts and/or opportunities. Ideally, an email should be linked to all 3 if applicable.
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