Emarketing plugins
Which emarketing plugin (Constant Contact or Mailchimp) works best with Zoho CRM Professional, and where should I buy it from?
Trying to embed a flyer to an email template
I am trying to embed a flyer that I created on Smore into an email template. I use the html editor just fine and it shows up in the preview. When I save the template and try to send or go back to edit, the html code is gone and my template is blank. Any ideas?
Send Email for customized Contact
Hello there, hope all are very well. I have question and need to solve or guide me how to find the solution of this challenge: Briefly, I have Contacts and Products, what I want to do is Send Email - where I made and configured Thanks Email template for this mission - to any Contact take or buy a Product. please somebody help me to solve this challenge ASAP
Lead to be visible for Immediate Superior
Hi, If I am a Professional Edition User is it possible that I make my lead settings private for subordinates and public for the seniors ?
Disabling Scheduled Email Reports on a free Zoho CRM Account
Hello, I used to be on a paid plan with ZOHO CRM and scheduled two reports to be sent via email to be daily. I then downgraded to the free plan. However, I am trying to disable the two reports being emailed but that functionality does not see to be available to me in the free Zoho CRM version. Please help. Nish
Zoho and Ringio
I configured my Zoho CRM to use Ringio (Apps & Add-ons > Other Apps > PhoneBridge) to try out the integration with Ringio. I have finished testing and now I now want to configure to test a different provider (Twilio) however there is not an option to switch from Ringio to Twilio in Zoho. How do I remove the Ringio integration and configure a different PhoneBridge add-on???
Non-Google-Apps User - Cannot sync with Google calendar - "Google Apps" link not there
According to this page (https://www.zoho.com/crm/help/activate-google-contacts-and-calendar.html) these instructions are for Google users, not Google Apps subscribers. It states at the top: "This feature is for the Google Users. Google Apps users can refer to Zoho CRM for Google Apps". Instructions are: "To activate Google Contacts and Calendar from Zoho CRM Log in to Zoho CRM. Open Setup > Apps & Add-on > Google Apps link. In the Zoho CRM for Google page, click Contacts/Calendar tab, and click
problem importing leads?
I tried to import leads and received a reply that it was in progress and I would receive an email when it was done. That was 4 hours ago - what should I do?
Industry
How do you create new industries? Phillip Ray
Phone Fields Showing same Phone in Activities under Task Information per Custom Module info
We use a custom module called Prospects. We do this to pre-qualify our prospects before moving to the Lead Module. The Prospects name is not in our Contacts module. When using the Activities Module, I select Subject of Task. Here I can view Task Information. It is here I see the Prospects Name and have related custom field called Prospect Phone. I need the Prospect Phone custom field in Task Information to populate/copy the same Prospect Phone field from our custom module called Prospects. Reasoning,
Can we handle this requiremnt as a standard feature in ZOHO
Hi Team, Please review the below requirement and provide the update on this. can we handle this in ZOHO as a standard or do we need to integrate with third party tools for mobile SMS. Mobile marketing. Currently, there is no organized mobile marketing capability. With the CRM strategy implementation, having mobile marketing capability must be one of the objectives. All customers use mobile fones, hence, it is one of the most practical platform for marketing communication to disseminate promos, seek
Updating lead custom attributes with ruby gem
Hello, I'm trying to use zoho api to synchronize our client in zoho CRM. We created custom fields. When i try to update a lead some custom fields are not taken in account Some are working fine, but most doesn't I don't know where i can find the name of the field to add it in the object send to zoho For example : custom attribute name : ID JRDM name of the parameter : id_jrdm => work fine custom attribute name : Nombre connexions name of the parameter : nombre_connexions => doesn't work I try to
Customer Loyalty module in Zoho CRM
I searched in Google but no use. I didn't found any related modules. I need to build a customer loyalty module in Zoho CRM. Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance.
Annoying "cannot connect to messaging server" message and can't submit ticket
In the last few days I've started to get the message above. I didn't opt in to this service and don't want it. I'm the database owner and can't find any way to get rid of this message, which covers the set up tab. In addition I've just tried to create a ticket for this and Zoho gives me a message "no such user" even though I'm logged in the CRM. This is poor and very frustrating.
Change of Events Label
Is it possible to change the Events label in the Activities module of Zoho CRM? I am currently trialing the software in my company, and the feedback has been positive overall - but users have found the events term confusing. It would be great is it was possible to change it some something more meaningful to my company like 'Appointments'
Can we subscribe in zohocampaigns and update in zohocrm?
Hi, today I found out that zoho crm and campaigns do not synch both ways. And the other problem is that if the customer does click on "update profile" it changes in zohocampaigns but does not update in ZohoCRM besides showing the update form in english instead of Spanish and you cannot personalize it. Then, what I was thinking is the following. If I use the registration form from ZohoCRM is there any way to build an update form against zohocrm? is it programmable? can I ask for it to any Spanish
Cannot edit Personal Settings Job Title
in the Setup Section under PERSONAL SETTINGS my title is shown as CEO and I cannot change it. How do I edit this as my real CEO is miffed at my impersonation!!
Empty response when loading accounts via api
Hello, We are trying to get list of accounts via API, but we always receive empty response Request example: https://gist.github.com/isakovp/cee063e788711288e470
CRM Calendar enhancements
Hi, The new CRM calendar is great and useful. But also it has some limitations that should be pretty basic in a calendar app... A: Import of calendars Import of 3rd party calendars are important. This could be "Public Holidays", "Week numbers", "Daylight savings time chance" etc... B: Add additional calendars Calendars are not only for people and users. They are also for company cars, meeting rooms, staff that does not use CRM and gulfstream jet planes and so on. Admitted, my company does not have
Report that shows Leads and Contacts on the same report
trying to find a report that shows leads and contacts on the same output. i have leads that were contacts and vise versa plus i sync'd outlook and ended up with duplicates trying to clean it up
Using Campaigns
I'm participating in several NetWork After Work meetings in my city. They meet once a month, and sometimes I see the same people there, but usually it's a whole new crowd. I'd like to keep track of the people I meet at these events, and which date. Would I create a different "campaign" for each event on each date, or is there a way to make one campaign repeated on multiple dates? Or maybe there's just a better way to track this. Any ideas? Thanks, Ross Parrent FIRST LEGO League, Colorado
Error Missing Quotes
Hi, I have a simple pick list and am trying to do the following: If(${Contacts.Max Price}=='$1m',1000000,0) I get an error saying I am missing quotes. Why? Thanks Nick
Why can i not see ' New Custom Field' I am the adminstrator
We are new to Zoho CRM, SO FAR SO GOPOD IN FACT, great. However, I nee to edit, delete and add some new customer fields. I do not have the option to do this. We have the free edition, is this the cause?
Please select Leads which have email addresses
how to reproduce =============== 1. Click on Send Email 2. Click on "Lead Lookup" - in front of CC 3. Search for a lead 4. Find a lead 5. Click on Checkbox 6. Click on add Error ========= a popup displays the following "Please select Leads which have email addresses" The Issue ========== The Selected Lead DOES HAVE an email address! Abdelkrim BOUJRAF http://www.amia-systems.com
Contact Report with photos
Hello I'd like to creat a contact report with the contacts' Image. How can I do this in ZOHO CRM ? If not possible may I do it with ZOHO Creato ? Thanks Didier
Colour Code Tasks Based On Status
Hi Fellow ZOHO CRM Community, What I would like to do is very simple but would make a huge difference to our daily operations. I simply want the background color of each Activity (Task) to change based on the status of the Task. For example: - If I have a Task with the a Status of "Follow Up" the background for that particular line item could be Orange. - If I have a Task with the a Status of "Install Required" the background for that particular line item could be Blue. - If I have a Task with the
How to populate related object fields on Lead object in Zoho CRM
Hi, I have a lookup to contact on Lead object. I want to populate some fields from Contact object to lead fields like Contact's Account, Contact's Email etc. Any idea how to do that? In other CRM its simply possible using a formula field. I have signed up for Zoho Creator as well.
When will CRM be updated? It has been 4 years and the same bugs
Hello, I have been a zoho customer for around 4 years. The CRM interface for leads has never been updated. It has the same limitations and the same bugs. There is no way to reach a human being that I can find. No Chat, No email. Are you ever going to improve what you offer or should I find a new product? Right now I cannot add a user even though I just paid to upgrade my subscription. I cannot edit the email of an old inactive user to assign it to a new user. I cannot add the ROLE even
reactivate user
I tried to reactivate inactive user but it stays inactive. What should I do to get it done?
Print Multiple Contracts at once
We are doing an audit of our books. Is there an easy way to print 1000 contracts in bulk? PDFing one at a time is taking too long, as is printing one by one.
Full email integration
Hi, I’d like some advice on this:. I currently have a business website hosted externally and an Exchange Server email system which uses the same url. I use Outlook 365 for diary, tasks, and address book as well as email. I have a subscription to the Zoho CRM which I use as my CRM. So far I have been manually synchronise emails, contacts, the diary and tasks between Outlook and Zoho. But this has become inefficient and time consuming. I now need complete real-time integration between Outlook
URL FIELD IN REPORTS
Hello, I have created an URL field in Module Contact called "LinkedIn" in order to put their the link to the LinkedIn profil of the contact (example : http://fr.linkedin.com/in/olivierbasso/en) In the contact module , when you click on this field it opens a new page in your browser and go to the specific url, that's fine. But when I display this field in a Reports, the url fied is no more an hypertext link, but just simple text on the screen, and also if you export the report as an Excel sheet or
changing lead status and stage
If i want to run a report for a lead or potential that was in a specific stage or lead status and that that staus/stage has recently changed can reports adapt to this? Eg if the stage at some place or other was 'sold' and now that stage is 'closed lost' is there a report that shows all leads sold today/this week/this month as part of a report?
CRM - Custom Pick Lists
Anyone else frustrated by the inability to move values up and down in a Custom Pick List? Anyone else frustrated by the lack of an "empty/null/void" value in a Custom Pick List? I did a Mass Update and selected a value from a Custom Pick List. Then I wanted to edit some of those records and have the Custom Pick List show as empty. Customer Service told me I could delete the value from the setup/customization. But then if I want to add the value back in the custom pick list -- I can't move it up
Customizing the product lookup view while adding a product to a lead
Hi, When i add products ( in my case properties) to a lead, i would like to change the fileds to the add product view that opens in the window. is it possible to do so?
How to re-invite a new user as link has expired
How to re-invite a new user as link has expired I have invited a new user but due to absence the link has expired. How can i re-invite her..??
Installation of Outlook intigration app dosen`t runs
Hello. I use office 365 Business on Desktop It`s 32 Bit version (with exchange) Outlook 2013, 32 Bit Desktop Version Office 2013 including Word, 32 Bit Desktop version, I had download the add in for Outlook 2013, 32 bit Word 2013, 32 bit I tried to install both (following the Guideline) The setup start The install program close without any installing Result is no integration to Outlook Word I need this integration app What is the mistake??
Trouble adding new users to Zoho Plus CRM
We have paid our upgrade but don't seem to be able to add new users to CRM p[lus. Has anyone else experienced this?
Integration with Facebook
I can import contacts from Facebook to Zoro CRM? And so I would not put the picture on facebook, but also the title, birthday, contacts ...? (As in Nimble) Is this possible?
Problems with Zoho CRM and Zoho Writer Mail Merge
There has been a recent update to Zoho Writer, since this update the following issues occur:- 1 Existing Word Template documents greater than 1 page imported into Zoho CRM can not be edited with Zoho Writer and return an error. 2 Where a 1 page document is merged using Zoho Writer, it is no longer possible to edit the document after the merge. 3 Where a 1 page document is merged using Zoho Writer, it is no longer possible to export the document to Microsoft Word. All this functionality was working
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