copy templates to additional modules, like leads to contacts
How can you clone a template and save it in another module? For example, we have templates in Leads which we want to use for contacts as well, and I see no way to make them available to more than one module.
Emails being sent from Zoho are being automatically sent twice.
Emails being sent from Zoho are being automatically sent twice. How do I make this stop?
Lead v Deal
We want to add information about property owners – our leads. We also want to add information about their properties into the CRM. However, as far as we can tell, we can’t add detailed information about the properties without creating a “deal” to reflect the property information. The problem is, the property is not yet a deal opportunity because we haven’t engaged with the property owner. Does anyone have any ideas or tips? Let me know if you need further clarification. Thank you!
Asigning field permission to a role or user
Hi, is it possible asign field permissions to an user or a role. I know that I can do it for a profile. Thank you
Zoho says active user is deactivated
One of our users can't log in to Zoho. It insists his account is deactivated. But when I look at the Users list, he's listed under Active users and the only option when clicking on him is to Deactivate him. I have tried deactivating and then reactivating, and he still gets the same error. I have triple-checked the email address. Does anyone know what might be the problem?
How can I print an acccount pofile with only the information I want on it
I want to create a printed view of account details. IE: Company name, address details, contact details associated with that company and some additonal custom fields I have added to the profile itself. How do I do this? I want to be able to click something to generate such a thing to print one by one as needed.
Configuring custom IMAP Account in ZOHO CRM
Hello All, my company changed the provider and email-servers. Now I have to edit my Email-Account in Zoho CRM. I worked with a POP-Account and an organizational Email-Adress (...@company.de). Now I have to switch to an custom IMAP-Account. Unfortunately I can not configure IMAP, just POP-Settings. In Zoho Help I found this topic: https://www.zoho.com/crm/help/zoho-mail/configure-imap-account.html#Setup_Custom I checked the required Availabilities (Edition Professional, Administrator Profile). When
How to configure "email integration"?
Hi everyone, I would like to use the "email integration" but I cant find where to configure it: I go to the parameters menu. I select "channel>email" The a page opens with three tabs: -Emails insights -Organization emails -Email authentification But nothing to configure pop3 or imap (as it's mentioned in the trainig video) Where to find that please? Best regards Fabrice - (Standard subscription) Win 10 64bits Google Chrome 71.0.3578.98
WebSite Visitor Data Providers and Zoho
Hello- Happy New year! Anyone using a Website visitor data provider such as Visual Visitor or KickFire? If so, what do you think and have you integrated with Zoho in anyway and any overall recommendations. Thanks!
Formula to assign numeric value to a picklist value and add together
I would like to have a formula field where it takes field values equal a numeric value, then add the numeric If(Len(${Discussion Facilitation.Establishes Instructor Presence}'M''E')'1')+Len(${Discussion Facilitation.Quality of Commentary}'M''E')'1')) Assistance is apprecaited
China staff having issues using Zoho
Hello, Staff in China cannot use Zoho CRM as of this weekend. Until then, it was working fine. 1. cannot send leads email 2. cannot receive emails within zoho 3. cannot create new leads The error message is "Unable to process your request" A representative in China Zoho has said there is no issues but we are still having issues so they are incorrect or are not aware of these issues in China yet. Can you please confirm this issue and what to do so staff can continue work. Thank you.
Lead owner changing on campaign member import
I have exported from my CRM a list of leads. I then imported it back in to add the members to a campaign. Lead Owner is a mapped field. Somehow still after import, the leads are all changed to me as owner. This is a problem. Appreciate any assistance. Karen
Products in the Leads form
We don't use Products. Trying to clean up unnecessary fields in the Leads form but don't see where/how to remove Products. Thanks in advance for your help.
Help getting referral url and website tracking data back into Zoho CRM from a Zoho WebForm on a Wordpress site
Hi, I'm current using Zoho CRM WebForms embedded in a WordPress site and trying to find the easiest way to get the referrer url (and any other tracking data) back into the contact or lead that was created from the submission of the Zoho WebForm. I could possibly do this using Gravity Forms and 3rd party plugins but would like to keep everything simple if possible as the Zoho WebForms seem to work very well. If it can't be done with a Zoho Form then suggestions on alternative solutions that you have
Quarter 1 - Zoho CRM Community Meetups in US
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Together, Zoho CRM and Zoho Desk enable improved customer experiences in the insurance industry
Industry challenges: Insurance is one of the oldest and most important businesses in the world. Strangely enough, selling someone video games or shoes is easier than selling someone insurance. Among the many challenges that insurance companies face, customer acquisition cost is a top concern. The industry depends largely on long customer life cycles and bottom line growth from cross-selling and up-selling. Flawless customer service is essential for the success of any insurance company. 85% of insurers
attach zoho emails to opportunities
Is there a way to attach existing emails to a opportunity in the CRM? so that when I click on the opportunity, I can view all the emails associated to that opportunity?
How to Add CRM Leads through API v2 using Creator/php?
now API V2 is totally useless i cant understand and design API v2. Please help mi
Quarter 1 - Zoho CRM Community Meetups in APAC
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2.
Time zone on mobile app is off
I scheduled a call for 4 pm on the web app, but it shows up as 11 pm on my mobile app. Both my web account and phone are set to the same time zone, so no idea why it shows the incorrect time for the call on the mobile. Any suggestions? Thanks!
How can I receive a notification (email) for incoming SMS?
Currently using Twilio integration with CRM.
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
What if you could change all email template content without opening all of your templates?
When I first got into segmenting and sending emails to contacts in Mailchimp I got so pissed because every time I wanted to keep some consistency or make changes in all of my email templates I had to Go in a hunting expedition for hours to find the text I wanted to changed across ALL templates (what if I missed one?!) Open each one and copy and paste the fix (monkey work that takes hours, plus what if I pasted wrong?) I would waste hours: I would make mistakes, (customers would get "Hey how are you
Parentheses in Products in Zoho CRM
Hello, I wanted to let you know that we utilize parentheses in all of our product names in Zoho CRM. Zoho Desk has recently removed support for parentheses as part of product names when a product is added via the API. I want to ensure that Zoho CRM does not have the same intention and plans to continue support for parentheses as part of Product Names. We also would like to advocate that parentheses be supported in product names in Zoho Desk, especially as there will soon be a new feature added
Phone Search returns no results?
Using the phone search method I'm seeing a problem when I try to find accounts... This is the method: {{api-domain}}/crm/v2/{{module-api-name}}/search?phone={{phone}} With the phone="5555555555" and the module-api-name="Contacts" the search returns a number of matching records for the Zoho Trial data. However, with the module-api-name="Accounts" the search returns a 204 No Content. If I search for "555-555-5555" it DOES find the matching accounts. Oddly searching Accounts with "555 555 5555" also
Zoho Phonebridge showing wrong number in the popup
I've integrated PhoneBridge with my yeastar asterisk when I place a call from my sip phone I get the popup call but showing the number of the DAHDI channel as destination instead of showing the number I dialled. anyone has any ideas about this ?
When will Zoho CRM 'Attachments' offer a link to Zoho Team Drive?
Currently Zoho CRM Attachments only offers a link option to Zoho Docs, when will this be updated please?
Hello from Lancaster, PA
Hello all. I just joined the community. I am sure that there is a wealth of knowledge in here, and am looking forward to learning as much as possible to apply it to my business. Many thanks! Rich https://richardwaine.com
Configuración Estado (State) y Ciudad (City)
Buenas, me pueden colaborar para configurar el condicional o como formular que al ingresar el estado en una (Linea de selección) en otra linea puede seleccionar la ciudad. Esto para poder configurar los estados y ciudades de despacho de los productos. Agradezco su colaboracion,
ZOHO CRM SOCIAL TAB NOTIFICATION
Dear All, We have ZOHO ONE enterprise edition, with SOCIAL TAB intergration , mostly from FACEBOOK. But we have 1 problem, there is no notification / feeds / sales signal in CRM for Social Tab. So when there is contact or message from customer in FACEBOOK , there is no way to notice that, unless we purposely open the Socail Tab in CRM , or open ZOHO CRM on desktop. It is inconvenients for Sales team , is there a way to show notification of Social Tab in CRM ?
PHP-SDK Special Charaters Causing Error on Update/Upsert
Greetings, I am running into an issue when updating or upserting records to Zoho with specials characters like / or bullets. I get the error below: Fatal error: Uncaught ZCRMException Caused by:'body' in C:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\BulkAPIResponse.php(36) #0 C:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(29): BulkAPIResponse->handleForFaultyResponses() #1 C:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(22):
Problem with API insertRecords for leads
I use this API to insert leads on my account but since the 13th may, the API doesn't work anymore and I have the following error : {"code":"4500","message":"Problem occured while processing the request"} Before, everything works correctly and I don't change anything ... Could you help me please ? for your information : I post on the uri : http://crm.zoho.com/crm/private/xml/Leads/insertRecords?apikey=${api_key}&ticket=${ticket} with the content type : application/x-www-form-urlencoded. And the content
Default Field Values
Hi! I'm trying to set up default field values, depending on the account a contact is associated with. If I Create a contact for example I want the address fields to populate with the related accounts address. The process would look like this 1. Create Contact 2. Select Account from lookup field 3. Automatically populate address field with the accounts address (without changing screens) 4. Enable edition of address fields (in case the contact has a custom address)
Got error while using PHP SDK to authenticate CRM with my project
Hi Team, I'm trying to connect oauth2 of CRM through PHP SDK, it's showing the error to my output. I have sent you the steps I followed in coding and output in the attachment. How I can sort out the problem to be fixed? Note: PHP version 7.2.10 Kindly do the needful.
SendMail Signatures
Is there anyway to easily attach zoho.loginuser's signature to a SendMail function? On a similar topic, is there any way to get the Current User's actual name (not zoho.loginuser) into some sort of plain text? Right now I am using a slew of IF statements to assign real names based on zoho ID's.
Real integration of Zoho Support in Zoho CRM
Hi, I would like to thank you for the quality of your software. We are running our business with Zoho CRM. Support matters a lot for us. I tested Zoho support that would be great for our business. But there is no integration between Zoho CRM and Zoho support. We have 2 softwares that are standalone. We can "only" import contacts and accounts in Zoho support. That means that: I might have cases in Zoho CRM and Zoho support. I would have to build all my rules in Zoho Support. No sync with contacts
Barcodes
So I see the great feature of barcodes on zoho creator and before we redesign our database do we think this feature will come to crm. We would find it great for stock control.!
Format Date.Time Fields in emails
Hello I have created an email template which uses the DateTime field - here is the extract from the email. I will be visiting you on ${Leads.1st Appointment Date & Time}. Now of course this comes out correctly in the email as follows:- I will be visiting you on 05/02/2014 01:00 AM. However, theres the problem - I'm English and thats not how we would write that. We would write it as:- I will be visiting you on Monday the 5th of February at 01:00 AM. So ... Here's the questions... 1. How do I extract
Continuously Updating Export?
Is there a way to export my data such that the export will continue to update when ever a new form response is added? On Google forms, whenever someone fills out my form, it automatically exports that new data onto my related google sheet so that it is continuously updating. Is anything like that possible with Zoho?? Zoho is great for collecting data, but I would like to be able to manipulate the data in spreadsheet form as it comes in. TIA!
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