Send data from Zoho CRM to Teamwork Project
Hello everyone, I created a function that is supposed to set up a milestone in Teamwork Project (from teamwork.com) but I can't make it work. I don't get any response code so I'm kinda stuck here, can anyone tell me what I've been doing wrong ? Here is the Teamwork doc, and the milestone reference. I noticed that Teamwork expect the POST request to be made with HTTPS, but the postURL doc from Zoho doesn't say anything about that, can it be an issue ? Thanks in advance Oh and here is the code : createTeamworkTask (string Quote_ID, string Auth, string Project_ID )
How to view overdue tasks in custom view?
I am creating a custom view for the Tasks module. I want my users to see all their tasks which are either due today or overdue (due yesterday or earlier). I can't see this as an option against the Due Date field and I can't edit the '${TODAY}' value. Can you help please?
One account, multiple companies.
Hi, Some of my projects involve multiple companies. How do I create one single account for a particular project containing contacts from multiple companies? Also there is a major time lag when I send mails to clients, also the reply mails are not received in the zoho crm, only in my mail id. Kindly provide me a solution to the issues above. Thank you.
One Company, has multiple locations
New zoho user. Not sure if I overlooked the information, but I am trying to add a business as a lead that has multiple locations. Trying to avoid having multiple leads with the same business name. Also, I see that you can add contacts after you convert to an account, but can you add multiple contacts when it's only a lead. Can someone help?
Fix Bugs, Implement Suggestions Instead of Adding More Modules
I have been using Zoho CRM now for 2 years. During that time, I have submitted bug reports as well as suggestions. While most of the bugs that impede operation do usually get fixed, the smaller bugs and suggestions usually don't. I understand, that every company has limited resources, but I wish that Zoho would take some of its resources it uses to create more and more modules and fix even the small (but annoying) bugs, and implement user suggestions. Just my two cents worth ... Oliver
Zoho Outlook
Hello, I have account owners who are restricted (in the modules permission) who can only see accounts that they own. They linked Zoho with Outlook. When they go to add in a contact and assign it to an account in Zoho, will Zoho know to link that contact with that account name, even if they don't spell the account name exactly word for word the way it is in Zoho? Also, if they have a contact in outlook that they are adding that happens to be for an account that they do not own, will Zoho at least
Customizing Zoho for an Insurance Agency???
Good evening, I own a small boutique insurance agency, we are looking at Zoho seriously, however during our testing phase we are not sure how to enter and manage our individual policies with each client. I would have assumed it would be under product, however there is either a user error (ME) or the product module is not going to work. The reason... I want to be able specific and unique information for each client including policy number and the rest of the info... to use the product module would
Workflow Rules and Read Only Fields
Hi All, I'm running a workflow rule to update a particular field on one of my modules. The field, ideally, would be read-only (user can read the value that the workflow rule sets the field to, but cannot change the value). Is the workflow rule able to set the value of that field even though the field is read-only, or do I have to make it editable? Any other way to accomplish a similar end goal? This script is a workaround in lieu of Zoho having formula fields that could display a value from a parent
Changing Contacts to different modules?
Is there a way to change a contact to be in the feeds module or in the lead or feed or accounts. Like an individual contact can I transition/import them through to different modules? If so how do I do that?
How to associate 1 contact with multiple accounts?
We have situations where one contact may own or need to be connected to multiple accounts. How does one manage such a situation. Thanks, Brad
Calculating Day difference between two Date Fields
Hiii Viewers, I have a doubt to calculate the difference between two date fields. Example, datefield1 = 01-Aug-2017 and datefield2 = 12-Sep-2017. Now how can I calculate the difference between these two date fields. Thank You
Zoho CRM activities in Gmail GApps
Hello, Is-it a way to show Crm activities into Gmail-Goggle Apps (for exemple sync Zoho task with Google task). Thank-you, Regards.
The E-mail Deny option has been enabled.
Good morning, I'm trying to send email, but a message appears warning: "The E-mail Deny option has been enabled." What can it be?
Creating views based on month
We have a need to create a view with products that are sold in the month of march, and so on... is there a way to filter this out. We have been using the date field with the hopes it could be used.
How to remind customer / account for replenishing their consumable product using last invoice date ?
I sell consumables for various business. I would like to send a reminder 30 days from the last invoice date of an customer / account. Any easy way / ideas to accomplish sending a remainder email to my customer 30 days from their last invoice. I am proficient in Zoho API as well, but have challenges on doing the above. Looking for some pointers / ideas to start coding it . Doesn't seem that they have an out of the box funtionality to accomplish this easily. Also, multiple field search query (where
Contacts not associated with any campaign.
Is there any way to see all the contacts that are not associated with any campaign in Zoho CRM?
Find leads that have a specific activity attached to them
Hi Folks, I would like to send an email template to a list of leads that all have the same activity (task). Short of exporting a report as a CSV that includes the fields I want and then using an external program to email, has anyone found another way? Thanks.
Changing owners with workflow or blueprint
On the sales team layout that my company has, potential ownership changes 2-4 times throughout our sales process. I am trying to use Blueprints to set up a system for lead retention from objections, but my problem is setting the ownership. The first sales person can hand off the potential to numerous secondary sales reps. Is there a way through either workflow or blueprint to have a way to set a new transition owner so that i can set automatic tasks/emails being sent out to the new sales rep? Is
Call Custom Function from API
Hi, A have a question that no one seems to be able to answer at zoho support (tried 5 times now) Is it possible to invoke a custom function via an API? I have written a custom function that has 2 parameters passed to it in order to perform the operation. I want an external website to pass those parameters and execute the function but can't find any information in developer documents to do this.
Food Delivery + ZohoCRM
I've been using the free version of Zoho for a while, and I think it's time to upgrade. I'm sure I might be doing something wrong or I'm lacking some features I deliver frozen food, 2 days a week. For this I create a new task for the contact who orders
Event Location not navigating to the map application in ios mobile
Hi, We have created an event in Zoho CRM with location details. In android mobile application, the created event has the location details with the link which redirects to the Maps application for the mentioned address. The same if we tried in the Apple IOS application, the link to the location is missing and is not directing to the mentioned address accurately. Can you please assist me in resolving this issue? Thanks for your time!
event invitations
Is it possible to customise the event invitation to include contact details etc?
want to use mailgun with zoho crm
Hi, Is that possible to integrate zoho crm with mailgun? I want to send my emails using my mailgun account. Thanks
Commission
Any plan on when Zoho could fit or be adequate to business that pays sellers by commission? I’m looking for something that would show the commission right after the sale in real time. Would it be nice? Easier for everyone to follow their performance through the day. What would it take for you to set up a link between the item sold, the seller code and the gain made by the individual or team? Lorts of companies needs something similar.
CRM Template Add Link is missing Selected Text option?
I am sure it was there when I was using CRM Plus. Now I am using Zoho One and it is gone. General Signature has 3 fields when creating a link. Selected Text, URL & Title (Tooltip) In Template adding a link only has 2 fields. URL & Tooltip. Button has all three but want a link not a button. Am I missing something or is this a bug or limitation or ...? Regards, Glenn
How do I add "&" in the subject line?
How do I add "&" in the subject line?
Receiving Email to my Potential
I'm sending emails from my Lead and Potential contact however I'm not receiving the email back in my CRM.
Deleting Contact from Contact Category
Haven't been able to see a way to remove a contact from a category in ZOHO Contacts.
My office 365 wont sync w/ Zoho
I have the Calendar Syncing but keep getting a universal coordinated time appt setup in out look. I schedule a 6am event in Zoho. The event syncs with my outlook in the 6am slot. When I hover my curser over the appt in outlook it says 6am When i open the event in outlook it says 10 am universal coordinated time Any ideas?
Creating Lists For Contact
Hi everyone, I want to create a list. I want to cross refference all the companies that have a certain product or in my case a policy with certain manufacture as we are a health benefits consultant agency. I can create the perfect list from the products module however I can not mass email from this list as it does not pull the email address associated with the company or client that is associated with it. Can some one provide some insight or expertise on how I might go about over coming this issue.
Standard and Professional users of Zoho CRM can now enjoy the benefits that EXTENSIONS in the Marketplace provide.
Zoho Marketplace, an online store where users can buy and sell extensions that enhance the core functionality of Zoho products is now open for Standard and Professional Zoho CRM users. Install these extensions and create the CRM that serves you better! Extensions in the Marketplace include: 1. Feature add-ons , that perform specialized operations on your Zoho CRM database. Kanban Board is one such extension that lets you visualize your sales pipeline. There are many such extensions that enhance your
All of Zoho truly sourcing from one database: pipedream or on the dev schedule?
For a long time I have been searching for an affordable business management suite with truly one single database for all tools, features and apps within it. Salesforce has been the leader in this space for a very long time, and with their new Sales+Service Lightning plan with integrated apps all using one database, they are near perfect. However due to the complexity of setup and high starting cost, I haven't made the plunge. When I found out about Zoho One and read the marketing material online
Customer did not receive email sent out via CRM
Hi Team, When sent email to a list of clients via CRM, few client claim didn't receive although the status is shown as 'Sent'. I believe it may not be the CRM's issue because other clients still able to receive the email. Could you able to explain what (possible reasons) may cause it? I may need to explain to the recipients that this is not caused by CRM and probably due to their email setting or any other external issue. Thanks, James
Tip #11: How to Work Efficiently with Zoho CRM Calendar
Hello folks, We are back again with yet another powerful tip dedicated to all the sales professionals and small business owners out there. Tip #11: How to Work Efficiently with Zoho CRM Calendar For every busy sales professional or business owner, calendar management is mission critical. A single missed appointment could break a deal that you worked so hard on. Given that your calendar is so full of appointments already, let's look at some tips on how you can find some peace in the chaos. Set clear
Leaving a message for another employee about a call
Greetings, I haven't been able to find an easy way to leave a message (missed phone call) for another employee. Telling them who called, what time, message, etc. Can anyone direct me to the proper tutorial? Best, Brian
contracts on zoho crm
how can I add a contract to an account on Zoho CRM and keep track of it? Thanks
Workflow
How can I trigger the second workflow rule below? Lead creation > mail is sent (no problem), but then: If the lead did not reply on this mail, another mail should be send 8 days after the first mail was send. Thank you! Kind regards, Joke
Updating 60.000 accounts/contacts.?
I have Zoho Enterprise with about 60.000 accounts/contacts, imported some months ago. My mother-database is in ACT18 and I can make a CSV files of all those addresses/fields,of which many are updated with new and updated data. I like to update (and if not in Zoho, add) the ZOHO database with the outside CSV file, how to do that, by batch,what maximum per batch.? Thanks.
Email in ZOHO CRM
I have several questions. 1. what "Email Insights & Analytics " you mean? I did not see this in ZOHO CRM. 2. If we send email in Gmail, will ZOHO CRM display email status? (Open, read, unread, etc). 3. we have two office in two different location and even using two different domains. can these two email domains to be integrated in one ZOHO CRM?
Email Campaign in Zoho
Hi, I'm having trouble finding the Mass Email function within our Zoho system. In your online manual, it says to find More Options under Modules and then select Mass Email but I can't see this in our backend. Can you please advise? Thanks,
Next Page