Bringing categories across from Office 365 to Zoho- whats the workaround?
Hello, Im in the process of Syncing Contacts between Office 365 and Zoho. We currently have over 1,500 contacts on Outlook Office365 which we want to sync with Zoho. I see that we can drag the contacts from our main Outlook folder into the Outlook Zoho CRM folder (this folder was auto generated when we linked O365 to Zoho). and the following fields- email, phone, name, company all come across ok. Now our contacts are currently categorised using ‘Categories’ on Outlook, we categorise them for marketing
Customizing fields
Fairly new to Zoho and I'm customizing fields but I don't see a simple way to copy my customization to other modules versus typing everything over again. For example, if I want the fields in my Contact Module to also be in my Deals module is there a way to do this without my typing the same information twice in both modules?
Copying the parent field values in the related record
Hi Team, Is there any way of copying parent field values into child records...for example: On create of potentials under an account, many field values in potential record are similar to Account record and we would like to reduce manual typing. I am aware that this can be possible via custom functions but only on save/edit of a record. Is there any customization which can be done so that the new potential form (i.e on New) under an account will have these field values pre-populated ? Regards, Adithya
[ISSUE] Mobile app erasing lists infos
When Im going to edit a contact or an account through my Zoho CRM app all the lists that depends on the answer of another list get its values emptied making me have to refill those fields. Anyone else has this problem? How can I solve it?
Automatically creating a NEW deal after 30 days
Hi, Is it possible to automatically create a new Deal for a recuring customer, after 30days the current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals 30days after the job has been completed. Please help
Zoho CRM meetups - Phase 2
Hi folks, We're about done with the first round of Zoho CRM meetups around India, US and Europe. Our second leg covers quite a few cities in The States, Europe, Australia and the Middle East. We'll also visit five major cities in Canada, listed below. These meetups are avenues for engagement with peers and product experts and a chance for you to learn to use your CRM better, explore and master its many features. We'll discuss a bunch of tips and hacks in Zoho CRM. Register through the links
Cliq notifications from a Scheduled Action?
I can create a "Notify via Cliq" notification in a Workflow's "Instant Action" but I can only create an "Email Notification" in a Workflow's "Scheduled Action" Why?
How to sum up total value from a linked module fields and display the total value in one of the field on parent module?
Hi, In sub-form, it has "aggregate field" that can sum-up value within a sub-form. How to sum up total value from a linked module fields and display the total value in one of the field on parent module which is similar to the "aggregate field" function? Thanks,
SalesSignals Repetetive Notifications for same Email
I set up the Email(IMAP) and SalesSignals Channel today. First, the system only picked 1 Email from my copany email account and I got 70 notifications for one and the same E-Mail!!! which is very annoying! Please assist!!
SalesSignals Repetetive Notifications for same Email
I just set up the Email and SalesSignals Channel and already got over 20 notifications for one and the same E-Mail, which is very annoying and not helpful at all. Please assist.
Problem with accents in search
We urgently need Zoho search to be a bit smarter and recognize accents as close variants. For example "Clínica X" should be the same as "Clinica X" (the second has no accent), but right now if I search for the one without accent, it won't show me the one with accent. This makes using search extremely impractical for us. We really need this to work better.
View Streams from CRM accounts
We have integrated Social and CRM but it is only showing streams from Contacts or Leads - our customers are companies (the individual contacts may have different social media accounts) - can we not see streams from CRM accounts when the account has a social profile associated?
Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details page
Zoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app product
case lost/win
I have notice that in the description of our deals, icon for win/lost are the same. where is the right parameter for this? in zoho android all is ok :-)
Registering OAuth 2.0 Application for global use
Hi! I'm implementing a third-party application (chrome extension ) which utilizes Zoho API v2. I have registered the application within my account and got ClientID and Client secret. I have followed all steps in the Developers guide and everything works fine for my account. Now, I want this extension to work with another Zoho accounts, not only mine. But when I'm trying to perform OAuth log in with another account form another location (.com or .eu) I'm getting ERROR_invalid_client message. In case
Attachment limit of email in 10mb
In the middle of 2018 do you still keep the email limit in 10mb? I can not use a tool. I can not email that is the most basic thing. If I had known before, I would not have bought it. I'm waiting for a zoho position on that.
How Do I Get a Total of Taxes and added to Invoice Amount
I am a very basic user and trying to "total" my columns in the Invoice. Simple question. I want to add the Tax amount for each item and have it added to the Total across the line. Then I want to have the total tax added and displayed under the sub total. I am not a developer, but really am very technical. Need help please! S.No. Product Details Qty Tax Product Total ${serialNumber} ${Products.Product Name} ${Products.Product Code} ${Invoices.Product Description}
How to sort open activities by time zone?
Hello, and thanks for the help! We sort our leads and contacts by time zone to help us know when it's appropriate to call them. Our open activities tell us which days we need to reach out to a customer, but does not specify time zone. Unfortunately, there is now option to use "contact time zone" or "lead time zone" as a way to sort through the activities. We've tried other methods, for instance: view "all leads" filtered by "lead owner" and "activities due today or overdue". This would be fine EXCEPT
How to create a Custom Field evaluating a blank date field
I want to setup a custom formula which will convert the difference between dates (i.e. calculate a conversion date). The Formula will check if a Date B exists and if it does return Date A - Date B, else will return Date A - Date C. Date A - Invoice Date Date B - 30 Day Trial Date Date C - Inquiry Date Formula Return Type = Number I have set this up as such: If(Accounts.30 Day Trial Date Setup =! null, (Datecomp(${Accounts.Invoice Date},${Accounts.30 Day Trial Date Setup}))/1440, (Datecomp(${Accounts.Invoice
Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?
Custom fields
Hi Can I add time only field in CRM, without date, as you can in forms?
Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger Rupp
When a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so much
Track Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?
When should I use a custom module vs. a layout?
Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a
How to call workflow rule custom function before lead creation
Hi! Brief explanation what we need to accomplish, When new lead comes in zoho crm it should check whether email address entered for this lead is already existing in any other lead or not. If email address is existing already in the zoho crm lead it should update all fields data of existing lead with entered data of newly created lead that means while creating the new lead if it found duplicate entry for email field it should update the existing lead or else it should create new lead in zoho. We
Creating workflow 7 years out
we are a real estate firm that is using ZOHO to follow up with closed clients. we are trying to create a task once a year for seven years. When we try and schedule the task we cant not enter more than 999 days. only 3 digits are allowed. Does anyone know how to fix this issue or am I doing it wrong?
import offer
Hi Folks! I need to import an offer from my CRM account to a client's Zoho One account. I've tried to do it but it show me an error message "è necessario mappare il modulo delle offerte e offerte". I take care to forms and they are the same for zoho one and CRM. There's the same problem if I try with Purchase Order. What's wrong? Thanks
AdWords gclid coming through but no other data
We are having an issue whereby the AdWords GCLID is being populated in ZohoCRM but none of the other AdWords data is being populated. This is happening on every lead. It has been well over 48 hours for most of these leads if not longer. See image below. Are we missing a step?
How soon can new Accounts/Contacts be searched for?
So we are seeing with an app we've made that uses the Zoho CRM API that Accounts/Contacts we add to Zoho manually are not immediately searchable via the API. It takes about 2-3 minutes before they start to appear in search results. In troubleshooting further, we discovered this is not unique to API search, but applies to Zoho CRM's search feature as well! Can someone confirm that new accounts/contacts added are not immediately searchable in Zoho or the API? This creates an unwanted delay in our workflow
How to have BCC'd emails count as Activities
Hello, We would like to have email BCC'd into Zoho CRM counted as Activities (Tasks, Emails, Calls, etc). Is there way to accomplish this? Or set up a custom formula so a BCC'd email automatically creates an Activity? We need this feature so our activities reporting accurately reflects what our sales team is working on. Thanks,
Zoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks in
confidential emails showing up
at zoholics i heard lot of people asking about issue where confidential emails show up in crm after starting to use salesiq and email integration. what is the best way to avoid this ever happening to me and my clients? IP block is the only defense?
Links in the emails sent by Zoho don't function
Hello everyone! I am using zoho to send mass emails, but the CTA button does not appear when the email is sent to the recipient. However, it appears and works fine in the preview. Please advise how to fix it, because we cannot start our campaign. Thank you in advance, Evgenia
Just getting started - Is Zoho the right Product?
Hello all, First off I was a Tech PM for the Intel Corp for 13 years ..... 9 years ago so pretty rusty but pretty experienced. I just got asked to take on being the Executive director for an Addictions treatment Center in Costa Rica and since I accepted
Collaborate with small, focused groups in CRM
Hey folks! We have another useful tip for you this week, where you will find out how to collaborate and communicate in CRM effectively with your closed circles. Not all information that you have needs to be shared with everyone in the organization. A lot of your content and information will only be relevant to a specific group of people. If you focus your communication within this closed group, collaborating with your team becomes a whole lot easier. Feeds helps you share status updates and collaborate
Segmenting using a field in a CRM custom module
For reasons which I cannot now remember, when we were originally setting up CRM, we couldn't use the normal "Industry" field. The developer created a custom module which held the industry only. Now I would like to segment our CRM data and send emails by industry (category). The CRM module list doesn't include this field, and the custom module ONLY includes this field. Is there any way I can achive this?
Feature releases and enhancements in Zoho CRM 2018 - Continues
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a closer look at some of them. Enhanced Sandbox: Sandbox is a platform for hired-developers to make improvizations to your organization's CRM account by using the Customization, Automation and other features. This update brings the usage of sandbox to a whole new level. In the new sandbox, you can: Add "Developers" - a new User Type in CRM, specific for developers using sandbox. Facilitate Partial Deployment of
Event Email Notifications
Though receiving a message stating that the email notifications are being sent one of my users notifications are not being sent out. The exception is when an event is being scheduled for a group created for all users. I thought this could be due to a setting but it appears all is set correctly for this to work. Any ideas?
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