Labels, Labels, Labels
CRM is an excellent program and the features you are adding to it just make it better and better all of the time. However, you are missing a very important part of the program and that is the ability to create and print labels. Not just mailing labels but many other kinds of labels such a price labels, folder labels, etc. I have used the Avery 5160 label for much more than mailing labels and I would like to suggest that you create a program that will let people use that format as the default label.
MAILING LABELS!!!
My goodness...how simple is this...yet remains unavailable. Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho CRM to Paper: Design & Print Data Directly using Canvas
Emails sent through Zoho?
Is there a way that I am able to set up my user profile to have a copy of every email I send out through Zoho sent to my email account? Basically, I am looking to be able to Bcc myself on emails sent through the system but not necessarily when only using templates. Is this possible?
How to disable Zoho CRM Right Panel in Tasks?
Hello, I want to remove the right panel in Tasks that showes customer info, Timeline and Conversations. How do i do that?
Is ZOHO going to FIX this issue?
Workflows STOP working because of Layout Rules Let me start by saying that I have already reported this issue to customer service, and I did get the following email reply from Zoho Support Team: "Greetings from Zoho CRM Support. Thank you for your patience. We have checked your requirement from our end and I am sorry to inform that the same field cannot be associated with the Conditional Field and with the Workflow at the same time as this would require two different set of Automations which can
Notify user of a new note on a contact/lead assigned to him
Hello. If I use the @username when adding notes to a contact/lead, will @username be notified of this? If not, is there some other way to send a user a message re a specific contact/lead other than a separate email referencing/linking to the contact/lead? Thanks.
Noticed issue with timezone on calendar event creation in Zoho CRM with custom function.
Has anyone else noticed an calendar event time be off by 5 hours lately? We have several custom functions that use a date and time field to populate a calendar event on a users google calendar. The events are now populating 5 hours later than the time the are scheduled in our custom module. Not sure why this is happening, We have check the code in the custom functions an it was not change we checked the time zone in CRM that is still the same. We checked our calendar time zone that hasn't changed.
Detail section with several fields and records in the deal form
Hello all. I would like to know if is possible to create a detail form with custom fields linked to the deal form, and how. The form will have some custom fields(6-8). The most importants among them are numeric and dates. I will need to create a report where to use those numeric fields to be summarized. Thanks for your answers.
CRM api updating records
Brief background of what I'm trying to achieve: Someone fills in an enquiry form on our website about a specific product. I use the crm api (with php) to insert the enquirer's details as a lead into the crm and get the lead id from the response and save it as $enquiryid. I then insert the product details with a duplicate check into the products module in the crm and get the product id from the response and save it as $propertyid. I now want to update the lead to add the product to the lead. (Easily
site to site vpn
i want to buy zoho crm but we need to site to site vpn because only site to site vpn on intergration accept a software using.
how to implement s2s pixels from the crm ?
HI , while i register a lead to the crm and sent a link in one of the parmas value and want that the crm will handl a s2s pixel, is there any support for the s2s - server to server pixels in zoho crm to use this link and handle it ? how can I do that ? something lik google tag manager or facebook thanks
Quickly sending an email to a cross section of contacts at selected or filtered accounts????
Been using Zoho CRM for about a year and a half now in my Manufacturers Representative company. It's working really well for us. We don't use multiple users, it's a simple database, contact list and we use some basic commission tracking. We are contracted sales agents, representing multiple brands. We sell more than 1 brand to multiple accounts. We have accounts set up, and I've created fields in the account module to sort if an account is a "Target" or "Dealer" for particular brands. I can apply
Associating Leads and Vendors
I'm currently trying out the free version to evaluate if it will meet our needs. I would like to associate leads and vendors. Each lead can be associated with more than one vendor. This is because we need to keep track of which leads have been passed on to which vendors. Is this possible and if so how do I do it?
How to execute workflow after click in email
Is there any option to execute a workflow after click in an email? There is an option to track the emails status (sent, opened, clicked). Could this be used for workflows? thanks in advance, Marco
Process from Quote to Sale?
Hey there, im kind of new to Zoho CRM and trying to use it for our business processes. Till now i'm having a lot of different small problems while trying to rebuild our sales process. Maybe there are some more experienced users who could help me with building our workflow. I try to do it all by myself and spending way to much time into this software instead of making sales. Till now it's not making much easier. The setup process takes a long time and is not easy if you try to establish new workflows
Remove an Invoice Line Item via API
Hi, I am wondering if anyone knows how you can remove an invoice line item via the API? When I update the Line Items via the API it does not remove any that I don't specify. I am trying to do a mass update of Invoices where 1 line item product is replaced by a different product but all I seem to be able to do is add to the line items. The original line item is not removed when it is not specified in the new list of Product Details. Thanks, Michael
Update Custom Module Record
I am trying to update an existing record in a custom module. When I try to get my modules, I see: { "content": "CustomModule1", "gt": "4", "id": ..., "no": "6", "pl": "Cohorts", "sl": "Cohort" } So I know that the module is called "CustomModule1". I want to update a custom field on this custom module, so I pulled the fields: { "customfield": "true", "dv": "Cohort Status", "isreadonly": "false",
Zoho CRM API method to use view function of Leads, Accounts and Contacts
Hi, I am planning to build a custom map application that is able to show/edit Zoho CRM Leads, Accounts and Contacts. Zoho CRM iPhone app has view function as below: Is there any method to use Zoho CRM's view function in the custom app which I will build on Google Cloud Platform. Thank you, Junya
Custom Button
How can I create a custom button for mailchimp to send lead to a list in mailchimp.
Filter by email status
I get results when I filter by email status only for individually sent emails but not for mass emails. I haven't been able to find anything that specifies if this is how email filtering works, only for individual emails not mass emails. So I'm wondering is that how the filtering works or is there an issue with the email status filter?
cti integration
are there any aplications or APIs out to integrate Zoho CRM with a centralized CTI? I am interested on call center outbound functions. Sergio Sergio Onorato
Importing csv - data Custom Module data has a lookup field to Contact
Custom module has a lookup field (Firstname + Lastname) from Contact. I have multiple Contacts with the same (Firstname + Lastname) but they are not duplicate records. When I import Custom Module data, it links the lookup field to just one contact. This is understandable because Contacts require (Firstname + Lastname) to be unique. How can I get to link the lookup field in Custom Module to the correct Contact in this situation without fiddling with the names to make them unique?
Merging Labels using Zoho Writer
I'm trying to print Shipping Labels - there are 4 labels to a Letter-sized sheet (2 across, 2 high). The Avery # is 6878. I have setup a 2x2 Table in Zoho Writer and added the merge fields to each of the 4 cells in the Table. But when I merge it to several Contacts, the 1st page is 4 labels to the 1st Contact, the 2nd page is 4 labels to the 2nd Contact, and so on. Is there any way to force Zoho to merge once per Contact ? Or should I be doing this a very different way? I should be getting the 1st
Zoho CRM CTI integration using hosted PBX solution brekeke
Hello, My name is Takasumi and I am top reseller of ZohoCRM in Japan. Many ZohoCRM customer in Japan ask for CTI integration using hosted PBX solution. Customer basically like to setup hosted PBX solution on windows OS Platform. I want to know if you have an CTI (Computer telephony Integration) module for Brekeke. Berekeke http://www.brekeke.com/index.php With the Multi-Tenant Edition of Brekeke PBX, service providers can offer a reliable and scalable Hosted Business IP Phone System to their clients
Enhancement Request - Twilio and ZohoCRM Integration (CTI Pop up when call received)
Dear ZohoSupport, My name is Takasumi Shindo from Japan. [SaaS&CRM Consulting.,Ltd] in Tokyo,Japan. My company is Zoho Reseller in Japan for 4 years. Selling ZohoCRM to SMB customer in Japan. These customer need CTI POP UP function for their ZohoCRM. Currently there are no good IP-PBX Based CTI function yet. So Twilio seems to be very good CTI solution for ZohoCRM. Twilio and ZohoCRM Integration (CTI Pop up when call received) Following is what I expect. Customer call to Twilio number ->
CTI, Asterisk Integration.
Hello. I want to know if you have an CTI (Computer telephony Integration) module. We need to integrate Asterisk VOIP pbx to Zoho CRM so we can connect CRM data with customers calls. SalesForce CRM has this type of integration but I think it will be useful if we can do something like this with Zoho since its a more affordable solution.
Attach PDF to Potential. Data Limit?
Hello Zoho Team, We have Zoho Professional ($20/user/month). The way we have our workflow set up as of now is that we our attaching a PDF to each potential we create. I have read under the plan details that Zoho Professional has unlimited data storage. However, will the PDF files we attach to our potentials create conflict with our total allowed data storage? Please let me know if you need any clarification in my response. ARMGroup
How to detect when a lead is on my site?
Hi Guys, New here so be kind... :) We are using Zoho CRM. We currently have lots of leads / potentials within Zoho CRM. I would like to be able to determine when an existing lead is visiting my site , and improve the lead score. The visit may have initiated visit from an email campaign. SalesIQ doesn't seem to be able to handle this as far as my trials have gone to date... Any help much appreciated :)
Is it possible to sync my CRM contacts --> Zoho email system?
Hi! I have people listed on my Zoho CRM. (name / phone/ email etc) I would like those people to be linked to my Zoho mail so I can access them smoothly. Is this possible? Thanks!
I would like to automatically update the Deal Name to a concatenated string of Custom Deal Fields...
Hi! I would greatly appreciate any help in performing a field update of Deal Name (I changed Deals to Opportunities) to a concatenated string of Custom Deal Fields or a singular Custom Deal Field comprised of such Custom Deal Fields like below. Concat(${Opportunities.Opportunity Brand},'-',${Opportunities.Account Name},'-',${Opportunities.Opportunity Number}) When I tried to perform a workflow field update as depicted below the formula is coming through as text and not being evaluated as a formula
How to populate a custom field based on certain criteria
Hi, I am looking for the formula it would take to perform this action: I would like to create a formula field, within the Accounts module, that returns Boolean True or False, based on the Status within the Deals module. If the Deal status is "Closed-Won", then the custom field populates True, if the Deal status is any other, then false. How would I make this happen? thanks!
Create a contact in Vendors
Hi, can a Contact be created in Vendors for there are multiple contacts with which we have to communicate within the same vendor.
Adding Followers to Cases
Hello, We use Cases to offer customer support. We find that the current functionality of Cases is quite limited and difficult to use effectively in a collaborative work environment. First of all, in our organization most customer support issues need to be worked on by more than one person. However, since Cases can only have 1 owner, only the Case creator and owner are made aware of the conversations taking place surrounding a Case or any changes to the Case status. It would be ideal that Cases,
Service is Horrendous! Caller number 1 and then an hour wait and then voice message queue???
and not to mention we pay thousands a month across zoho platform. if i ran my company like this, id be out of business. im crying out b/c i like zoho but my cost savings are in the red when i factor in my time and support and the lack thereof.
importing leads- Duplicate Records : EMAIL ID
When i am importing leads and select skipping by email. does the email check use the domain to skip or the whole email id? for example: if we already have name@acme.com, does the system skip name2@acme.com or will it be considered a new id?
Social tab problem again and yet you keep adding new "APPS" instead of working on the CRM flaws
Hi I am a paid member of ZOHO CRM And for the hundredth time my Zoho CRM Social Tab does not update correctly, it can work perfectly for several weeks, but then it simply stops working...I have posted several times about this.... and I know there are New Messages in Facebook from prospects but they simply do not show up in my Social Tab, so I have to add them manually instead. The problem sometimes resolves "magically" days later or I have to delete and re-associate my facebook account once again.
Get id of the record when inserted
I want the record id when i insert the record using zoho crm api(insertRecords) from php site. The following is the code; $xml = '<?xml version="1.0" encoding="UTF-8"?> <CustomModule> <row no="1"> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> </row> </CustomModule>'; $url ="https://crm.zoho.com/crm/private/xml/CustomModule2/insertRecords"; $query="authtoken=".$auth."&scope=crmapi&newFormat=1&xmlData=".$xml; $ch = curl_init(); /* set
set column width in tables?
I created a table with 7 columns and 15 rows. Is there a way to set each column width permanently? I have one that needs to stay at about 40% of the complete table width.
How do you connect with JDBC?
I was able to find this post here that shows how to connect to Zoho Reports but I am unable to find any information on the CRM. I'd like to connect it to Jaspersoft and SQuirreL. Thanks
Adding product count number on Quote templates (via Customization > Templates)
I want to add a number (via template customization) in front of each product I list on a Quote (like a numbered list). They should be in ascending order like so: product 1 description of product 1 ... price of product 1 ... product 2 description of product 2 ... price of product 2 ... Is there any way I could achieve that? Thanks for the help. Kind regards, AK
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