Find and Merge, or De-duplicate automation improvment two suggestions
[1] Find and Merge, or De-duplicate is an option that has to be given to any administrator. We found that after applying roles and profiles only the highest ranked role can operate the de-duplication tool - to our understanding this operation has to be given to any administrator. [2] Ideally, the system should be able to recognize duplicate records upon creation (by email and/or phone), and once recognized, it should automatically mark this records with a flag saying "suspected as duplicate"
Adding new custom function - "An error occurred while loading."
Hi, I'm trying to write my own custom function but I just receive the message "An error occurred while loading" - is anyone else experiencing this issue? Thanks Beth
Tip #9: Run duplication check across converted leads
Hello everyone, I hope you find our tips on maintaining a clean CRM useful. Our previous tips on the subject dealt with the following: Maintaining a style sheet for a clean CRM database - ✓ Creating Unique fields to avoid duplicate records - ✓ Merging duplicate records - ✓ This week, we are back again with another tip on dealing with duplicates. Tip #9 - Run duplicate check across converted leads When you mark fields as unique in CRM, you can enable duplication check within Converted Leads
Blueprint coming up only after records are edited?
After a Blueprint was setup nothing comes up on the records meeting the Blueprint criteria. Even deleting all requiered criteria still nothing comes up. It comes up only after the records are edited some how. Is this a know issue? Do 100% of the respective records have to be edited after a Blueprint criteria is adjusted? in order for the Blueprint area fields to appear?
using ZOHO CRM for Construction industry
We are construction company based in Saudi Arabia. We are considering to purchase ZOHO CRM to use for construction industry by our marketing. Please let me know if anyone here have experience of setting up this? If you are ZOHO provider who can help to setup ZOHO CRM for construction industry, please do let me know. ysahn@sendan.com.sa Thanks
Skype Click to Call Functionality
I know that there has been discussion about Skype integration with Zoho and want to add a couple additional considerations to the development and enhancement of the application. Setting the Country Code should be a default in the Organization Settings of Zoho CRM. This would simply be an addition of one field that could be customized for each user, and could easily be concatenated with the phone number of the Lead/Contact. If #1 is not an option, then set up the Country of the Lead/Contact as a
CRM: How to keep INBOX from getting cluttered with too many messages w/o losing association with Zoho CRM Contact records
I have IMAP syncing set up so that I can send/receive emails directly from Zoho CRM but I also use Apple Mail on my laptop, iPhone and iPad for sending mail to / from the same account. I love that Zoho CRM automatically links the records in my IMAP's INBOX and SENT folders with contact records, no matter where I send the email from - but if I move it out of my INBOX into a different folder, the email no longer shows up in the contact record. I maintain relationships over many years - I'm visiting
Restrict access to create new reports
Hi, Is it possible to restrict who can create new reports? I still want users to be able to see and run existing reports but only allow administrators to create new reports. Thanks Beth
"Open CRM Contact" direct from Zoho Mail email contact header
Just wondering if it would be possible to have an Open CRM Contact shortcut button directly from the email header instead of having to first go to "View CRM Info" For Example:
Record of Status change for a lead
Hi, Can we know about all the status changes happened for a lead and Is there any record maintained for that in Zoho CRM???
Data not showing up in Export
Hello--I am generating reports from Zoho, and there is data that is not showing up in the csv file even though it is in Zoho. This data is from drop downs that I created in the Zoho module. Any reasons as to why they are not showing up in the Zoho module? Thx.
Zoho Calendar to Outlook 2010 Calendar Sync Issue
Hi, A few of our sales engineers are having issues syncing their Zoho calendars to Outlook 2010 calendars. The issue started recently. I verified their settings of the Outlook plug-in, and the "Added to Zoho" category is properly checked. When they click "Sync Calendar," the Events Synchronization pop-up window appears but the Add, Update, Delete quantities are zero. I've checked everything I can on my end. Does anybody have any suggestions? Thank you! John Galich
CRM contacts from spam
Hello I am looking for a method to eliminate or quarantine contacts that are automatically added to the CRM contacts from spam emails. The issue happens because we have both CRM and Desk with a two way sync. All emails that come into the customer service email for desk are synced over to the CRM. I'm wondering if anyone has a solution for removing these contacts? Is there a blacklist feature in CRM that I haven't found? One method might be a macro or automated workflow that looks for emails marked
API with ERP
Hello-- Our goal by the beginning of 2018 is to implement an API that would bridge our current ERP system with Zoho. With that said, we have a lot of data that needs modifying in our ERP system, that we already have cleaned up in Zoho. We do not want to provide access from Zoho to our ERP, but we do want to be able to clean the data in the ERP with the data that we have in Zoho. Is there a way to achieve this without providing access from Zoho to our ERP?
Showing Reports of Call Statuses
Hello, I want to generate a report of all calls and their status (cancelled, rescheduled & calls that took place). How can I do that - there is no call status field in the columns. The reason why I want to do this is because I want to see all calls that took place in a month and the numbers just dont add up - there are calls that took place but that dont show up in the "Attended Dialled". Please advise. Haim
API Products Load time
Hi, We currently use Excel to load products with some vba code but the loading time appears to vary quite wildly. We only have around 1,000 products and it has previously only taken 1-2 seconds but recently this is taking much longer. Can you please confirm if this is a problem or restriction with Zoho or if this is due to the fluctuation in connection speed? Looking at the Zoho CRM service performance charts, the response time recently looks very slow. Kind Regards, Lee
Formatting contacts
Hello. We are facing difficulties to keep contacts like phone number or country name in a standard formatting. For example some clients leave their phone number like +33 6 11 22 33 44, others put 06 11 22 33 44, some write +33611223344 or +33 (0) 6-11-22-33-44. However it is the same number. Similar problem is with country and city names. Did anyone solved this problem somehow? Automatically?
Emails sent from Alert not showing in Lead Card under Email section.
All of my other emails to a lead are available through an IMAP connection and the Outlook Plugin but emails generated this morning to leads based on a workflow alert do not appear. I have changed the drop down to look under Emails sent from CRM.
Update Mr.Mrs. ?
I have in my Enterrpise Ed. many many empty prefix Mr. Mrs and I like to update/insert in that field "Mr" but only for the empty Mr.Mrs field. How to do that ?
cross populate a field
Is there a way populate a field with data from another field? for example: I have FIRST NAME, I want to have it populate another field (Goes By). how can i do this? I was hoping to use WFR's
Custom Function
Is there a way to trigger a Deluge script while on the Edit screen of a lead as opposed to when it it saved? I have been successful creating workflows with actions and scripts behind it, but those require a Lead to be created or updated first. I am looking for some real-time updates like setting values of certain fields all while our sales people are still inside of Leads screen making edits to an entry. Is this possible?
Email Template Question
I want to create an email template that will either automatically send when certain conditions apply like changing lead status or if someone clicks to send it. BUT... I only want this email sent to a specific email address that is NOT in the lead. We are basically trying to inform a department in the company once a lead has been sold as a signed client. The template has all the information taken from the lead for that that department head. Currently it is set a regular template and the Zoho
Access Zoho Apps from CRM
Is there a possibility to reach the zoho apps directly from CRmM like in Reports? See attachment
Odd UI in audit log
Per Zoho support chat this was intentional and a "new UI upgrade." I can't imagine this being intentional.
Mail Yahoo Problems
Sorry to use this route but I cannot get a reply to go through despite putting the correct code in. That is the same problem I have in trying to verify my Yahoo account; it just says verification code incorrect. Any ideas?
emailing under Potental
Dear, Is there a way to change the default email person? and is there is a way to select more than 1 email person as default? when I want to email under the Potential? thanks
Quote Export Issue
I have a three page quote that online i can see all 3 pages, but when i export to PDF its only the first page and last page that export out to PDF - what can i do to redeem this.
PhoneBridge RingCentral
We just started using the PhoneBridge for RingCentral. We were very excited about it at first - it automatically looks for the phone number in leads/contacts, we can take notes, schedule follow up, etc really easily. However there are some things I've noticed that have made it a little kinky for us to use: I answer the call - i'm usually on the line less than 30 seconds and then I transfer or "call park" it to/for another agent to answer Zoho will log my super short call (RingCentral usually doesn't)
2 Lookup fields in one module
Hello--I am attempting to link 2 lookup fields in one module to 2 different other modules in Zoho. This is because I have information that draws from 2 different modules, that I would like to show up in one location. I was able to successfully link the data under the accounts information, but the contact information is not properly linking. Any suggestions? Thanks
"In the last..." filter not working as expected
I'd expect it to include the current day. For example, I would expect "In the last 2 days" to include today. But it doesn't. I did a support chat a while back on this issue and got the "working as intended" answer. Since another of my users just complained about it, I thought I'd bring it up again - this time publicly - in hopes of gathering support. I can't imagine a scenario where I would want "in the last 2 days" or "in the last week" to not include the current day.
Use RingCentral Integration in Blueprint
Anybody have any luck creating a function to make a call via the RingCentral integration within a blueprint? i.e. Trying to configure a call to go out to the main phone number in a lead, in the "after" section of a transition. Appreciate any advice!
Problem sending WebToLead Form per cURL
Hi, till 1 or 2 months ago, I was sending a WebToLead Form on a Website to an intermediate PHP Script to intercept the data and use it for other means first and then send it to Zoho per cURL. And it was working fine. Then it stopped working, I was receiving a 302 Status Code and Zoho was redirecting the request from https://crm.zoho.com/crm/WebToLeadForm to http://www.zoho.com Strange enough, on my local server exactly the same code is working and on the live server not, so I guess there is a new
Workflow with Custom function not triggering after API call
Dear, I have implemented a round robin custom function in our ZOHO Crm. When triggering this manually the process is perfectly working, also when adding a lead through the CRM web interfact the workflow rules are followed. On our website Stardekk.com, we have a contact form that submits the form through api call and adds a lead. Allthough we have set "wfTrigger = true" in this call, it seems that the workflow is not triggered as the custom function is not triggered (and the email confirming it not
Fills in a Field value based on another Field (within the same module)
Hello, I'm using Webforms to populate my CRM. Customers choose their country from a drop-down list. Once it is in my CRM, I'd like to update a field named 'Region' based on the customer's country of origin. For example, all European countries should be in the Region 'Europe'. That's the first step. Then in some countries (Canada and USA), I also want the region to be based on the state. Any tips about where I should start? Thanks, Benoit
Delete Super Admin account in Zoho CRM
Hi, I am a super admin for my org and one of the user in my org has ended up with a CRM account in which he is the Super Admin. I am unable to add him to our organizations CRM beacuse of this. Kindly suggest how to delete the CRM account without delete the complete account. I checked the forums but it seems the response are outdated as some option in your interface have changed. Cannot close account as I am the super admin for the email account. https://help.zoho.com/portal/en/community/topic/deleting-the-super-admin-account-in-zoho-crm-switching-super-admins-22-2-2016
Multiple line items consolidate into one
Hello--I am creating a customized Quotes module to accomodate uploading Quotes for various Accounts (all of which we already have uploaded into Zoho). There are multiple line items (part #s), that make up 1 quote. I'm wondering how to set up both the Accounts module and the Quotes module, such that when I import an excel file into the Quotes module, and that excel file has multiple part #s attached to one account name, each of those part #s that are part of Quotes, also (and its respective price),
Input and output disabled
Olá, minha conta está desativada e não posso mudar isso. Pode me ajudar?
Problems with Sync
Dear Support, I am trying to set up a Sync between my Zoho CRM and Zoho Campaigns. Whenever I try to save the settings with the ZSC key I get a message saying: An account with this email address has already been created in your org. Please contact your org administrator for access privileges. I have seen on the forums that you have been able to sort this out for other users. Please can you help? Many Thanks
Why is the BCC Dropbox "search pattern" not an org-wide setting?
I'm curious why it's not an admin setting that I can set for my org? Rather, it's left to individual users which can cause problems. (I noticed a bunch of new contacts which shouldn't have been there. I originally thought it to be a policy issue with my team. It took a while to determine where they were coming from.)
Zoho CRM and PM in Office 365
Hello, our organisation would like to use Zoho CRM and PM features combined. Our staff is generally not IT savvy and I wanted to know, whether anyone has integrated Zoho CRM successfully and how it is running? Can I used Office 365 Desktop (Outlook) normally and CRM does it's thing or does is take a lot of administrative effort? What CRM functions are fully supported? There was a thread from a year ago I have read. I just wanted to make sure this is still the most updated information. Any other info
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