Update lead status field for new leads only when created by BCC
We have new leads default to Not Contacted. Is there any way to automate only the new leads created by BCC to status "Attempted"?
Job log creation
Would like to know, if a recurring job sheet which has some tabulated data within and also a few fields displaying the status of the job completed or job partially completed or undone. I do not want to use any other application to be integrated onto the CRM, but would like to know to know if the crm alone can be used, for the requirement. It looks simple, but I do not know, how to implement.
Losing emails when converting Leads
When I'm converting Leads, I lose all emails sent. The missing emails are neither in Accounts nor in Accounts or Potentials. How can I found them?
ZOHO CRM Social tab vs. ZOHO Social
If nothing escaped my attention, the free subscription of ZOHO Social provides more features than the Social tab in ZOHO CRM. Is there any reason not to use ZOHO Social? I feel it's just superior.
CRM Account/Contact Clean up
We are starting a campaign to update all the contacts under each of our accounts. We want to validate that the contact information is correct, the contact is current (still works there) and also update their level of communication they would like to receive from us (custom field we added to the CRM). I know I read somewhere that you can create a web form to email to each individual contact and have then directly update their own information. what we are trying to do is email our primary contact
How to import opportunities?
Hi all, I set up a couple of opportunities in the CRM itself, then exported them so that i had the correct field's etc for my larger import. I have created the spreedsheet to import and i think i have set up everything ok, except for two issues. 1) i am told that zoho cannot find the parent account with the account id that i have supplied (even though i have checked and they all like up to the correct account id) 2) i am told that zoho cannot create the opportunity with a blank opportunity id...
Integration doesnt work for Word /CRM Plugin
If I have office365. I installed the CRM Plugin and it isn't working. I went to select a module and nothing is listed. What am I doing wrong or what am I missing here?
Import price with other attributions
Hello, I just imported the data of more than 1000 items in Zoho ZRM. Other attributions such as item's name, Quantity level, Quantity in stock were successfully imported to the system, while the column of unit price all showed 0. Could you please tell me how to import the price? Is there any previous data processing of setting I have to deal with? Thank you very much!!
Display Issues with Outlook and Zoho CRM Plug In
Since installing the CRM Plug In for Outlook all of our staff are experiencing display issues in Outlook, such as black boxes and other graphics failures. Is there a fix for this? Our work around is to close and then reopen Outlook, which is not a great fix.
Quote Line Items
I am trying to add a Line Item field to the quote template that lists the products in numerical order as they are added to the quote. For example if I add 5 different products to the quote the Line Item field should show Items 1 thru 5 on the quote. What is happening is that when I add a new product it automatically assigns it a line item no as it was entered into the Products Module. So If I add a 10th product in the Product Module this 10th product entered gets assigned a Line item 10. When I add
Map Customer/Account Locations
One of the common requests I get from our sales team is the ability to plan a route for the day/week using the customer information we have in Zoho. In other words, if they are visiting a customer who happens to be at 123 Main Street, Anytown, 60699, what other customers are in a certain radius of that address. Currently, some download a customer list and import it into a separate mapping software. Is there anything that works with Zoho CRM so they don't have a secondary step? Thank you! John Galich
Migrate data from zoho.com to zoho.eu
Dear Zoho, At this moment all our accounts and the data are located at the zoho.com (us) accounts. We want to switch to our zoho.eu accounts and migrate all our date or clone at once. Can you suggest the best method or maby software tools for this case? My thanks in advance! Greetings, Arjen Zoutewelle
Custom Function Daily Limit query
Hi, I have a workflow that is triggered for all records on Create or Edit of Leads and it runs a custom function. There is only 1 user in the Zoho CRM. If they do a mass update on 200 Lead records I presume that would use up the daily limit immediately. Is that correct? Thanks, Michael
Using CRM Variables in Webhooks parameters
Hi all, I have a question about Zoho CRM webhook, and the support can't help me. I am using webhooks, triggered by workflow rules, to update data from ZOHO CRM ( accounts, leads, ...) in another application. So I have several webhooks to push updates, deletes, creation, ... for several modules. All of these webhooks are using a specific parameter ( an api token) that is not the ZOHO CRM api token !!!!! ( I am sorry, but the zoho crm support on the live chat is not able to understand that, .....
Scheduled Reports Not Sending
I have been trying to send out a report scheduled for Tuesdays at 11am, but it is not sending! I received nothing from Zoho, nor do the specified recipients. Please advise. Thank you.
Create Contact+Account using API
Question 1: --------------- When using the API to create a new "Contact", how do we handle the Account part? Will an account entity automatically be created by CRM if we fill out the Account Name field for the "Contact"? or do we need to create the Account by calling API before we create the Contact? We have noticed that when promoting a Lead to a contact (in CRM) then the Account gets created automatically... wonder if this is the same when we use the Create Contact API ? Alternatively would it
Cannot delete or edit inventory template..
I'm trying to re-edit a quote 'inventory template' and the edit buttone is greyed out, when i hover over it, i get a pop up that says 'Sorry, You cannot edit of deletethis template as it has been deployed through the plug in' i have no idea what the 'plug in' refers too and need to be able to edit this, can anyone tell me how to do this? ive had no issues editing this prior to today.
mass update contact to assign contacts to a Campaign group(s)
I would love to have the ability to mass select a group of contacts and use the mass update option to add them to a specific campaign. I am not sure why this simple(?) action cant be done. Worse, the displayed results from campaigns - add existing contacts does not show the account name nor does it allow you to see other fields. can either of these be implemented?
How to use own webform for leads?
Hi Guys, I already have a nice looking form (i bought from codecanyon) and I want to use it, to import the data into zoho crm (like it´s possible with vtiger). How to realize? Nothing against you and the ready to use forms, but they doesnt look like i want them to look, and they dont have the features (multipage, etc). thanks for reply
Is there any way to assign where an outbound email is filed?
I have modified my modules, and cannot seem to find a way to choose where my outbound emails from Outlook are being filed. They are all coming in under the wrong module & transferring contacts between modules is proving to be a problem for Zoho CRM. Any help would be greatly appreciated.
Can ZOHO Campaign or ZOHO CRM track if an email has been replied to
I am trying to create a workflow that will send an email out to a lead only if they did not reply to the first email. Other than manually changing the lead status, is there a way to automate this process? Is there a way to track in ZOHO Campaign how many people replied to an email? I see open rate, bounce rate, etc. But no reply rate. Thanks Cathy
Send to all contacts at once.
Hello, is there any way to send blind-copy emails to all contacts at once? I have more than 3000 contacts and it would be difficult to select one by one when sending. HELP ME!
BluePrint
When using Blueprint, I have several transitions that require notes but these are not being saved. Data is being lost because of this.
Bad Credentials 400535-5.7.8 error
Hi My colleague started getting the above error when emailing through Zoho. I checked to see if TFA was enabled, it wasn't. I attempted to change Zoho password so that it isn't the same as his Gmail account but was unable to. Checked all email settings and they look correct. Not sure what I can do next?
ZOHO CRM Office 365 IMAP sync internals
How frequently does ZOHO CRM sync email from Office 365 using IMAP?
Custom Functions- disaster!!!
I have spent two weeks waiting for tech support to send me the reasons why the custom functions i have are not working... Each time i get the same reply back.. the code should be working. And yet it's not.. maybe someone here can help me?? I created custom functions inside of Leads, Contacts/Accounts and Potentials so that when an Event is created the address of the Lead/contact/account automatically get pulled into the location of the event, regardless of whether the event is started in Leads, Potentials
What to do for two contacts with same email with duplication check?
I need to check for duplicates on entering new contacts. My problem is, when I enter the new contact, "do not allow duplicates" on the email address shows me the the email address is already being used. So I do a global search and go to the contact. If the result is a true duplicate, no problem, I don't add it. But I have cases where two contacts in the same company use the same email address. In this case, I want to allow a contact with a duplicate email address to be added. What's the best way
Zoho Forms - Duplicates
We have a Zoho webform on our website that feeds into Leads. We have noticed that if the user hits 'submit' more than once (As many unfortauntely will do if experiencing lag) then they will be registered as a lead twice. This is not good, as it creates clustered data and spams our emails. Please assist if anybody has a solution - our only option at this point would be to remove the Zoho webform. Thanks!
layout of Quote
How can you alter the layout of the quote pLease syd
Please Help! Null Date Field Can't Be Used in my Formula
I have 2 date fields: Start Date(1st) and End Date(1st) I want to compare the 2 fields, unless the End Date is empty. In that case I want to compare Now() (the current date) with what is in the Start Date field. I have tried this: If(Len('${CustomModule4.End Date(1st)}')<19,Datecomp(Now(),${CustomModule4.Start Date(1st)}),Datecomp(${CustomModule4.End Date(1st)},${CustomModule4.Start Date(1st)})) If End Date(1st) field is empty, meaning I haven't entered any date yet - the formula doesn't work and
Round Robin
Does Round Robin work on CRM Plus trial?
Duplicated Contacts
Hi, I have a problem with CRM and my duplicated contacts. Hope someone can help. I'm trying to create a View List for a mass email out of Contacts. However when i created the list I end up getting a number of duplicated contacts. I ran the deduplicate contacts and studied the results. Turns out that the Contacts themselves are not duplicated. Rather the view list I created made a contact for each contact and the same subsequent contact for each product that that contact has listed on their page.
How to manage permissions to view other users entries
How do we manage permission to see other user's email sent to Zoho CRM contacts We have users not seeing emails sent by other users including myself. I even have emails sent by my own email account (various permitted aliases) that are captured by Zoho (leads are generated) but emails are not visible by myself. My user is an admin account, and the Zoho documentations clearly states "A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user"
Zoho Outlook 2010 32 bit installed, but remains in the Inactive section
In Outlook, I go the Add-ins and can clearly see the Zoho plugin there. I open the dialogue, check the box to activate, but that does not take effect. In the attached error message, there is a runtime error loading the plugin. Urgent that I get this resolve
New User Capabilities
I want to add a new user that has the ability to schedule meetings for me (events and calls), however, I don't want the user to be able to access all of my Open Tasks, Events, and Calls in my calendar or the home page of the CRM. I was told that Zoho does not have that capability. Is this true? Is there a way around this? Thanks, Jake
Improve Zoho WebForms
Lets face it, the Captcha feature does not eliminate all spam. I would like to put in a request to beef up the Zoho WebForm featue to eliminate the Captcha because it is an out of date and Bots still get around it. What kind of client wants to fill out a Captcha? its just an unwanted step that turns away prospective clients. The "I am not a Robot" would help but is not the best solution Maybe the developers can come up with an idea of how to fool bots -- If anyone fills in a hidden field that is
How to Integrate Zoho crm to third party system
When record is inserted third party system then i want to create a contact record in zoho crm.
How to create a calculated field to summarize the deals in the Accounts form
Hi all I'm working in the Accounts form. Below the detail of the Account are Notes, Attachment, Deals... I have a list of the deals for each account. I would like to summarize the amount field below the list. It seems I have to create a personalised field, but I can't find where to start. Thanks all for reading and for helping
Tip to improve Facebook integration
The social plugin on a lead's page will lookup the lead based upon its name. Eg.: The name of my lead is 'Dick Tracey". When I click on "search for Dick Tracey on Facebook" I get 10 results. Which one is my lead. Here's my tip to improve this: I also have an email of Dick Tracy: dicktracey1975@yahoo.com (random address for this example) There's a good chance that Dick uses this same address as his facebook login. It would be better is zoho crm would lookup my lead on facebook on the email address
PhoneBridge basics
Hi - I have a few newbie questions about PhoneBridge. Is a headset required with our IP phones? If not, how would placing and receiving calls work with a handset? Will this work with a ring group? Our office shares a main number. Any plans to integrate with 8x8 or FortiCall/FortiVoice?
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