CRM: The 'Need Help?' section inside the product is revamped
The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources". Now, we have introduced a few more channels of communication: Write to us Talk with us 24*7 Priority Assistance Need a demo? Community Write to us: Users can send an email to our support team (support@zohocrm.com) from within the product itself. Talk with us: Users can dial the toll-free support numbers shown in the list and talk to the support executives available
All I want to do is set the color of an event in my CRM Calendar!
Our business has struggled in using the Zoho CRM calendar to its maximum potential because the CRM Calendar Views get overwhelming and messy.(I think most users view the CRM calendar for events rather than the "Activities" tab list view). We have had to figure out ways around the hurtles waiting on more integration between Zoho CRM and Zoho Calendar. (years to be exact) All we need is the ability to do these steps in Zoho CRM Calendar 1. Color code an Event by Event Owner or select the Event's color
ZOHO CRM SubForm/Module filtering in ZOHO Campaigns
Hi, I'm just wondering about the best way to perform the following objective: We need to add a "Committee Appointments" section to our contacts. This will allow us to register each contact onto one or more committees. We need to be able to send emails to these committee members based on their membership. Once we remove a committee appointment, they should automatically be removed from the committee emails We're using Zoho CRM and Zoho Campaigns I first tried to do it via a SubForm, but we can't
Why is Log A Call so complicated?
I simply want to log a call. The Create Call page requires a recording of a call. The page does not include the phone number of the contact that I am calling. I'm not a call center...I'm a single salesperson who wants to track activity, create a follow up task, and send an email. Why is it necessary to record the call? Why can't this be disabled? I'm not interested in tracking seconds per call and all of the details required by an inside sales team or call center. Isn't there an easier way to do
How to delete my CRM account
I got an invitation from my group but I can't delete my existing crm account to accept my group's invitation. Please help me about this.
Font color and weight - make it darker!
While I like the functionality of Zoho, the font weight and color are a challenge to read. The light grey sans serif is popular/modern, but it seems like it was designed by folks with perfect eyes for other people with perfect eyes. Please change the font weight and color across the board to make it heavier and darker. The products I use are ZohoCRM, Zoho Sales IQ (primarily the desktop app,) and Zoho Desk. Zoho Calendar has a great weight and color and is easy to read.
Outgoing Call Automation
Hi I am looking for a future for Outgoing call where when i call from my Mobile and call is finished it should get POP up to log this call in Zoho CRM as it is doing for incoming calls. is there any wa to get it done..?
Pipeline Indicators in Zoho (as in HubSpot)
Hi, How do I change the pipeline stages indicatpr colors (as one can do in HubSpot) Please see attached pictures I have highlighted Thank You Moderation Update: The Kanban view in the CRM displays the Stage name along with the Probability percentage indicating
How to Use a Function to Assign a Tag to Contacts in CRM
Within the CRM, I have multiple contacts that will be associated with a Deal (we call them Opportunities). Contacts may be added even after the Deal is closed. For email campaigns and reporting, it would be helpful to be able to tag contacts as they are added to deals (we only have a few different types of deals). Using a workflow that triggers whenever a deal is created/edited. I think a function is the trick. The function should work something like this: Function looks at the Deal Type (this is
how to get contactId associated with a dealId in function ?
when executing function from a Deal Form I need to know the contact related to the deal how is it possible in deluge ? thanks
Allow users to delete and complete tasks of other users
Hi. I created a new user profile and assigned several users to it. Those users can't complete tasks that are assigned to other users. When I change the user profile to "administrator", the users can perform that action. I would like to know what module permission I have to modify to allow users to complete other users's tasks. Thank you.
locked CEO role
I signed to Zoho CRM and became a CEO of the company, which I'm not. Anyways we will just turn a blind eye to it. I invited my CEO and assigned a role to him. Now I'm thinking, let's say I will leave the company in the future - and what then? Obviously the company will want to delete my account, but then If I'm locked as MAIN account/CEO to Zoho CRM they won't be able to. I won't be working in the company anymore, but my account will have to be activated. Any solution to this? Cheers, Sylwia
Dependency Fields - Word of the day #63
In Zoho CRM module layouts, there could be certain fields whose values depend on another field's value. This can be defined as a parent-child relationship. For example, let's say there are two fields - Country and State - in your Leads module. The values in the State field will depend on the country that you select from the Country field. Similarly, the values for the Sub-Department field will depend on the Department field that you select. This kind of relationship is established by mapping dependency
Buttons - Change Field, and start wizard
Hi all, I am trying to make a few buttons as follows: One button on the deals page that sets a value of a field on that same deal. Eg : status=working Another button on the deal list page, that acts as a "new deal" button, that starts a deal creation wizard I have created. I have searched the forums etc but haven't been able to find a solution, I'm sure its very easy for someone who knows deluge. Thank you in advance! Harry
CRM: WHERE suddenly events and invites GONE from contacts AND leads view
We no longer invite leads or contacts as the event section is gone from the layout. From our end, NO changes have been done. But now this important section is gone ?! via settings NOTHING can be fixed. How will this be fixed and why do you change such things without keeping us in the loop?
CRM API (PHP) - File Upload Field
Hi, I'm using the API to create a record, then upload a file to 'https://www.zohoapis.eu/crm/v2/files', which is succeffully returning a File ID. The issue I'm having is then getting this file to show in a file field in Zoho. This post (https://help.zoho.com/portal/en/community/topic/want-to-upload-images-to-custom-image-fields-using-zoho-crm-api-v2?src=zcomforumjul19) states to insert the data in the below format, which I'm assuming should be an array? "File_Upload_1":["hsdhdsud97d9uod8d8d08d0uddu09d80dodud0dd9ddd"]
[Enhancement] Round-robin for automated task assignment
Hello, It would be very nice to have the possibility to define a round-robin patter to a task that is assigned by a workflow. For instance, whenever lead reach a score, I want to randomly assign a task to a sales rep so that he can call him. See enclosed
Track back created customers to leads (including information on lead channel and lead source)
I'm looking for a way to track the efficiency and profitability of a booking (deal made/customer created) by following the booking back to its original lead, which has all of detailed info such as lead source, channel. My goal is to determine which type of lead channels are conversing best through Zoho. I currently have stage 1: leads, stage 2 sales enquiries and stage 3: bookings. Any ideas are highly appreciated. Thanks.
Tip #25: Customizing the Search Results layout in Zoho CRM
As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the search results layout in Zoho CRM. As you already know, you can search records using the Global Search option. For instance, you want to fetch the details of a contact called Smith, simply enter the keyword "Smith" in the Search text-box and Voila! You will see the details listed as related lists from all matching modules. But here, each related list you see above displays a standard set of columns. Say
Billing History
Hi, Where do I find my billing history? Thanks, Paul Semanski paul@ngagebrand.com
Add City to Company
Guys, We sell to food manufacturing plants across the country. Often, one manufacturing company has multiple locations. To sure it's easy to recognize the specific factory location by name, we add the city. For instance - Del Monte Foods - Plover, or Del Monte Foods - Rochelle. What would be the best way to automatically append the city to the account name when saving or editing a record? Is there a workflow automation that would make this simple? Or is scripting the best option? Thanks JV
Custom Function to pull info from Deal to Contacts
Hello, I'm trying to build a function in Zoho CRM to copy information from our Deal (called Opportunity in our production environment) over to the contact. Each deal relates to a single retail chain (walmart, target, etc). A contact may have multiple deals associated with them. So I have created a field on our deal called Chain where the sales team puts in the chain associated with that deal. On the contact is a multi-value field called Chain. My code is such: relatedcontacts = zoho.crm.getRelatedRecords("Contacts","Deals",dealsId.toLong(),1);
Deal V/s Vendor
Hi, I would like to sought help from you guys for solution of the issue. I get inquiries from customers and then check the prices from our vendors and then quote to customers. I enter the prospective inquiry in CRM as deals. Then I want to send RFQ to my vendor and link it with deal so when I won the deal I know who was the vendor to make Purchase order. I want to link all stages from leads / deals to Invoice and later stages if any. Or a Vendor field in Deal Module so I can enter all the specific
Pick List Field - Word of the day #62
Pick List (or Drop-down) field is a field type in Zoho CRM that allows you to set a list of options for the CRM users to choose from, when submitting data. For example, when creating a new lead, you would want users to select an industry from the drop down list in field called 'Industry'. As an administrator of Zoho CRM account, you can edit the default pick list options provided in Zoho CRM. Multiple pick-list option enables selecting multiple values when creating or editing a record. For instance,
Issues with ClickSend SMS plugin
Hi, I'm using the ClickSend SMS plugin in Zoho CRM. I've connected it to my company account and it works well from the admin account I installed it on. however, when I try to run it from another user account, I get an error: I've given the user access to the module and the buttons on the contact module, but it's not changing their accessibility. Is there something else I need to perform? Thanks Luke
Cant send email from one account
Hi We have 2 users User 1 (super admin) can susessfully send emails from zoho User 2 (admin) can not send emails from zoho, it looks like they just dont leave Both users have office 365 accounts for the same organisation Any ideas? Richard King
Send email with button
We are giving our sales team to enter contract information. Our acctg staff is in-charge of assigning unique ID for these records. I would like to add button "Request ID" on top of the details page. Sales team can click on this button and if the record is missing ID, it will send email internally to our acctg team to act. Also looking to use email template in this regards. Can anyone please advise how can I go about doing this? Thanks Manny
Displaying a Industry and Size field from Companies module in the Contacts module
So the Contact module currently has a lookup value field that displays the Company Name in which that contact is associated. In the Companies module there is a field called Industry and a field called Size. How would I be able to get it so that when viewing a contact it also displays the Industry and Size field that comes along with the associated Company Name?
Problem With First name and Last name in the Contacts module tab
4] First name-Last name problem in Zoho CRM a] Last Name is required field while saving any name of customer inside Contacts. b] very often I do not have last name known to us of the customer - so put first name into last name field c] do not want to put first name in both fields [ First name as well as Last name fields] d] do not want to put some placeholder in Last name field e] DO want to use first name in emails while sending emails using mass email and email templates e.g Dear "First
Updating a field from a transition in a blueprint
In my industry we collect contract end dates for certain business services and then contact them 90 days prior to these dates. I have updated the leads layout to include fields for contract end dates. During the transition which prompts the user to gather these dates, I have set up a "during" process which is asking for the end dates but it doesnt update the fields accordingly. Any help would be appreciated.
Update order sale amount with the amount of the Deal
Hello, I would like that when I create a sales order, the amount would be automatically updated with the amount of the Deal. in order to do so, I would like to have a workflow rule in the sales order module: when sales order is created; when amount is empty or 0; then update the amount of the sales order with the amount of its linked Deal. Thank you
Follow up calls with CRM
Hello everyone, I'd like to know if we can follow up our calls with the CRM. I watched some videos on YouTube but in vain. What I mean by follow up, is to know: how many calls I passed today/this week/this month and throughout all the calls (of leads) I did, how many of them have I achieved to convert into "customers"? It would be nice for example to know this... Let's say I called today 25 leads and 5-6 of them wanted our services so they became customers. If anybody knows, thanks in advance for
Zoho form as a "Web Tab" in Zoho CRM
I was trying to use a zoho form as a "Web Tab" in zoho crm. I used the permalink from zoho forms > share It did make a tab and I could see my form but when i tried to fill it out, the dropdowns were not readable except for the very end of a longer choice. on one question what can i do to make this work right?
Step-by-step Setup and Best Practices for New Admin
I am going to echo something similar to what several others have posted. I'm trying to find a step-by-step guide for administrators to set up a new Zoho system, and associated best practices. There are several videos, and documentation of features, if I know what to look for. I am tech savvy, but short on time to prove this system to our President. A Quick Start walk-through of a sample company would make life a lot easier for many folks. I'm looking for something like: Step 1: Establish personal
How to Create a link or Reciprocal between Contacts/Leads etc
I'm just wanting to know if anyone has been able to create a setup within Zoho to create a reciprocal or link for contacts and or links. In my old CRM it had a section that allowed me to link people in my database. For example, I could link Husband/Wife, Uncle/Nephew, Uncle/Niece, Friend/Friend etc, When I set the link up on one persons file it would automatically set up the relationship in the other persons file without me having to go to the other file. This would allow me to see the circle
Workflow Triggered by Field Update
I'm trying to build a workflow that triggers only if certain fields are updated, which is a native function. The issue is that we are limited to 3 fields. I have more fields that could trigger this workflow, but don't want it to trigger on any edit to the account record. Is there any way that we can add more fields to the condition?
DKIM settings error with 123-Reg
Hi I am not quite sure what I am doing wrong. In CRM Plus Email Channel I have setup IMAP email (domain in 123-reg, email in Microsoft Office 365). But the Credentials have failed. I believe it's because I need to verify the email DNS settings. In Email Deliverability it ask that I need to Validate records. I have copied the SPF details into 123-reg DNS settings and this has been verified successfully. However, when I copy in the DKIM (as a TXT/SPF type), Zoho states DKIM record missing. Please
Web Form Automatic Approval
Thanks God For Every Second!! Is there a way (Using Custom Function) to automatically aprrove the duplicate records created via a web Form? maybe a way to authorize the form submission to activate workflows?
custom form when converting a lead (and creating a deal)
Hello, When I convert a deal to a contact and create a deal by clicking on checkbox, is it possible to customize fields in the conversion form ? For example I need to remove the field amount and replace it by another field. Thanks
How to auto populate the record into Zoho CRM from the Widget button
Initially, I added some custom fields in the deals module in Zoho CRM and then I created a widget as a "button" in the deals of the Zoho CRM. I tried to auto populate the record into Zoho CRM from the Widget button. But, I don't know how to do write a script for this. Can anyone help me to give a suggestion for this?
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