Change Forecast category "Closed" to "Achieved"
First start saying that in Stages probability mapping there is: Forecast Types: Open Closed Won Closed Lost and Forecast Categories: Pipeline Closed Omitted We have assigned Forecast Category "Closed" to states with Forecast Types "Closed Won" and "Closed Lost", well, because both types are "Closed". The problem is when going to the Forecast module you have these sections: Target Achieved Pipeline and all stages with Forecast Category "Closed" show up in "Achieved" and "Pipeline" sections
Allow to filter Autid Log by time
Every day we are generating around 50mb in Audit Logs. In order to locate something we have the time so we need to search date and time. Actually we need to export generating around 5 x 11mb files. The worst thing is that this data is disorganized by date, so you need to organize first and then search. Search online with that amount of logs is impossible, while there is the option to filter by date Range, still there is a lot of lines to look into even when you know the time for the actions you are
Custom Button in view page of lead is not displaying in android/ios mobile app
Hi, We have created one Custom Button in Zoho CRM Lead View page. This custom button functionality are working fine . But When we opened the CRM login in mobile that time the custom button does not view in the page. Can you please look into this issue and do the needful ASAP.
Zoho Crm campaign and shipping address
In a campaign I send a free sample of a product to some contacts and I need to store the shipping address for future reference. If I create a campaign and associate some contacts everything goes fine, but the association is dynamic. If I change a contact address when I click on the contact in the campaign I see the new address and not the old one. What shall I do to keep track of the shipping address at the time the campaign was created? I've been told the address remains, but I'm missing something
Web tab stuck
Hi, I was trying to display a widget in a web tab (on my test account), so I created my widget, that locally works fine, loaded and associated it with a web tab. Unfortunately it did not work so I removed the tab BUT something went wrong, the tab has gone from the list, but is still present in the menu! There is no way to remove it and you cannot remove the widget either because it is associated with the tab. Any idea? Thanks
Blueprint escalations
So I have multiple blueprints and I am trying to figure out the escalations. I cannot figure out for the life of me where these escalations go. I have set them to send the escalation to myself and even set the timer for as low as 15 minutes, but I never get an alert. Is there something I am missing here?
crm contact not syncing to other apps
Hello, I have added contacts to my crm and they're not recognised or synced to apps like Zoho Sign or Zoho Mail. So when I go to add the email in another app it doesn't show up. Am I missing a step?
How to create welcome email and post-purchase email with API
Hi, I'm a developer with short experience of CRM and Marketing. We want to integrate our application with Zoho email to send: Confirmation email Email with a link to trigger account activation Welcome email Personalize welcome message Post-purchase email Purchase status message (received, in progress, and delivered) We prefer API because we have application to trigger those emails. But hybrid approach also very much welcome. As far as i know mail service has limited outgoing mail, and i don't really
Missing leads Zoho CRM
Since we started using Zoho, we have not built in much functionality, and have only used the CRM/ Leads module. From the beginning, random leads have disappeared. Just dropped out and went missing. At first, we thought we had made a mistake. Now, some of our longer term, high-profile leads have disappeared, and no one on the phone seems to be able to do anything but tell us "this can't happen". That's great, but it did - several times. What's up Zoho - what's the bug?
Zoho CRM Training for Administrators
Hello everybody, We're happy to announce the launch of the Zoho CRM Training Program for Administrators and implementation specialists. We'll be conducting online training and classroom training in major cities across multiple countries. This is a three-day course, complete with demonstration and hands-on exercises to help the trainees understand the various Zoho CRM Adminstration modules, how and when to use them and to learn the best implementation practices. You can meet and interact with dedicated
Zoho CRM - API PHP - Insert record in campaign list
Hi there, I'm using Zoho CRM API for PHP and I want to insert a user inside a campaign list. Inside the documentation I found information about how to insert a record in Leads, Accounts or Contact: https://www.dropbox.com/s/yvss8ifsyi7ik2u/api-zoho_preview2.png?dl=0 Is this should mean that we didn't have the option to add a user inside the list: https://www.dropbox.com/s/3e30dvf8x1v8pik/zoho-list.png?dl=0 ? Thank you.
Map Dependency Fields on Blueprint
The creation of "Map Dependency Fields" on a specific module+layout is not active for a blueprint created on this exact module+layout. It means i cant ask my users to update a field on the blueprint if i want the values filtered. Is there a solution for
BluePrint not working
White screen ...
Search Records with Not Null Value
Good day! Im trying to search for lead records. The criteria is a specific field with a not null value For example: Get lead records where email field is not null I have came across these documentation but their samples are limited https://www.zoho.com/creator/help/script/search-records-in-crm.html: SAMPLE: crmResp = zoho.crm.searchRecords("Leads", "(Email|=|test@zohocorp.com)"); https://www.zoho.com/crm/help/api/searchrecords.html: SAMPLE: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth
Outgoing mails are blocked
I am facing issues in sending out mails to certain email ids to which I have previously sent mails. The message box reads "These mails have been blocked and WILL NOT be sent". Kindly let me know why this is happening and how to avoid this issue.
Consent form
Hi, i need to send out an email campaing redirecting the customer to the consent form. I was thinking in using zoho survey or zoho forms but all of the sudden i reached this page: https://www.zoho.com/crm/gdpr/overview.html as far as i understand you are currently working on this feature on CRM. So the point is that i do not want to duplicate efforts but at the same time i cannot wait more days to have additional info of this feature. Your support team told me that this update will be released one
need option to hide some attachments to account data
I need the ability to control viewing for admins only for some docs... I need standard users to see some stuff but not all. Please enable a selective view option for attachments. thank you Dennis dgdlux
Product assemblies
Could a solution be made so that a selection of products be gathered into a next-higher assy (combined unit comprising of smaller items) to speed up quotes and collate similar/relevant smaller units for a next higher unit (larger item). runebakken
No Call Report - Accounts Module
I need to create a report to show all Accounts which have not been contacted in the last 90 days, however I am unable to do this. i can only do it through the Contacts page which doers not give us an accurate report as we have several contacts per Account not all of which are contacted
ZOHO CRM for a mix B2C - B2B model
We are working in the building renovation market. Our customers are mostly individuals. But we also have customers like Architechs, Contractors or Neighbourhood Associations. The standar account-contact model looks to work with us, becouse sometimes we consider the father as account, and his wife and some of the chidren as contacts. Some times we have a contractor with various customers, so we have them all as account and we use the parent account field. The problem we have is to convert a lead that
Donor Management vs Zoho CRM
My nonprofit is trying to start using ZOHO Crm. We have had several past events and we have lots of donors from each. Would it be better to use Zoho Creator and the Donor Management app or should we set up Zoho CRM to reflect the fact that we're a non-profit and not a typical sales-related business? If anyone could give us some direction that would be super helpful. Thanks!
ZET CLI
I have setup the ZET CLI and can not seem to get it to work. I go to the http://127.0.0.1:5000/app/main.html page for the sample, and I get the sample page with the styling so it is reading CCS and java. But it does not seem to talk with Zoho CRM. what am I doing wrong. Bob Lozinak
Moving a customer from a custom module to contacts
Hi I'm looking to find a way of moving an entry from a custom module I've created to update information in a contact. The basic workflow is as follows. 1. Customer expresses interest in one of our courses by completing a short form that creates an entry in 'Leads'. 2. When ready to commit the customer then completes an application form (that captures all of the important information we need to enrol them on a course). This is currently through a custom module I've created called 'Applications'. When
Reports for "Me and my Team"
We are coming from Salesforce and there you can filter CRM Reports by "Me and my Team", when you open a report like that you see your records and if you are a Team Manager you see all your subordinates' records. It's about getting your subordinates' records in the same report they use. If they open the report they see only their records. It allows you to handle only 1 report for you and your Team. Actually in Zoho CRM you have to build 2 reports, 1st yours including all your subordinates and 2nd
Why can't I see all my "Notes" that are in
"Contacts" in "Deals".
I tagged a sales person in Notes in a Deal asking him to update the record. He told me he was waiting on me for additional information. I looked at all the Notes in Deals and could not figure out where we left off. I then went into the Contact record and there was an additional Note there that was not in Deals. We should have an option to see all Notes as we have the option to see all email in Deals. Actually, I think it should default to see ALL Notes and Emails unless one specifies otherwise.
Heads up: Data server maintenance on EU and CN servers
Hello everyone! We are executing server maintenance on our Europe and China data centers on 13th May 2018, which falls on a Sunday. The maintenance activity is scheduled to happen between 2:00 AM and 3:00 AM BST on the said date. During this maintenance activity, there could be minor disturbances in accessing Zoho CRM and it shouldn’t last more than 5 minutes. Once the activity is complete, Zoho CRM will be restored to its full function. We wish to inform you of this maintenance activity and its
webform url capture
I have a single form I want to use on multiple pages. when the form is submitted I want to capture in CRM which page the user was on when they submitted it. I have added a hidden field (URL field type) onto the form, I just need to know how to populate that field with the URL of the page when the form is submitted. Any ideas? thanks
CRM webforms - stopping redirect
Hi there Anyone know how, when using CRM webforms, i can stop a user being redirected to another page after they submit a form. I have never seen this done on a website, you normally just display a thank you message to the user and this is what I want to do... thanks
Move Notes section to top
We are using the Enterprise Edition. We would like to view notes and recent changes to the account immediately on the top of the module layout. I've seen that other people have previously enquired if it is possible to change the layout in such a way. Has a solution or workaround been found? Thanks.
Time Date Difference- Workflow
I would like to ask if this conditional statement is possible: var1=2018-05-11 16:24:26 var2=2018-05-11 16:51:14 if(var1.toTime() >= var2.toTime()){ // sample codes here } I'm trying to compare two time dates, but it isnt working. I've tried researching but there aren't many documentation about this query What can be wrong? Thank you
Worflow Function
Hi! I'm curious if there's a way to count how many times a particular workflow function is triggered?
Automation question
I am trying to make an automation task to do two different things. One is to create a new tag for a record and the other is to send an email notification. This will be based on a specific date field is 60 days or older. I have tried everything and it isn't working. Is the time set for what time zone? And on that time, does it run everyday at that time and look for those conditions to be present? Any help in getting this working would be great. Albert
Zoho CRM Subform Field Widths
We just set up subforms in our Zoho CRM account but can't figure out how to fix the field widths. I've looked in modules, the subform itself, and the field properties itself, and can't seem to find it. For example: Our "Product" field (a lookup that finds our product name) might be 15 characters wide (we need longer) While the Quantity field might be 20 characters wide (where we really only need 3). Even if I adjust the number of characters allowed in a field, the width stays the same.
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Allow FB type feedback on Notes
When a feed pops up I sometimes just want to acknowledge it with a thumbs up. That allows the person who entered the note to know that I saw their Note. It also helps me when I return to the record to see that I already knew about the Note/action taken.
Why is the GCLID Field Not Available in Reports?
When creating reports, the GCLID field is not included in the "Available Columns" to display on reports. It is not selectable in any section of reports. Why? Thank you.
"You do not have permission to access Zoho CRM..."
...Please contact your administrator" - I am the adminsitrator - I was trying to fix a Google Calendar integration bug. I started out by using a yahoo address as a login even though I was running the app in my google domain. Application worked but it was pulling data from the login id rather than the underlying app and domain to determine Google calendar integration (this is weird). Finally got a response from support to use my google domain email as my login. I went to make this change, first
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
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