Problem with accents in search
We urgently need Zoho search to be a bit smarter and recognize accents as close variants. For example "Clínica X" should be the same as "Clinica X" (the second has no accent), but right now if I search for the one without accent, it won't show me the one with accent. This makes using search extremely impractical for us. We really need this to work better.
View Streams from CRM accounts
We have integrated Social and CRM but it is only showing streams from Contacts or Leads - our customers are companies (the individual contacts may have different social media accounts) - can we not see streams from CRM accounts when the account has a social profile associated?
Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details page
Zoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app product
case lost/win
I have notice that in the description of our deals, icon for win/lost are the same. where is the right parameter for this? in zoho android all is ok :-)
Registering OAuth 2.0 Application for global use
Hi! I'm implementing a third-party application (chrome extension ) which utilizes Zoho API v2. I have registered the application within my account and got ClientID and Client secret. I have followed all steps in the Developers guide and everything works fine for my account. Now, I want this extension to work with another Zoho accounts, not only mine. But when I'm trying to perform OAuth log in with another account form another location (.com or .eu) I'm getting ERROR_invalid_client message. In case
Attachment limit of email in 10mb
In the middle of 2018 do you still keep the email limit in 10mb? I can not use a tool. I can not email that is the most basic thing. If I had known before, I would not have bought it. I'm waiting for a zoho position on that.
How Do I Get a Total of Taxes and added to Invoice Amount
I am a very basic user and trying to "total" my columns in the Invoice. Simple question. I want to add the Tax amount for each item and have it added to the Total across the line. Then I want to have the total tax added and displayed under the sub total. I am not a developer, but really am very technical. Need help please! S.No. Product Details Qty Tax Product Total ${serialNumber} ${Products.Product Name} ${Products.Product Code} ${Invoices.Product Description}
How to sort open activities by time zone?
Hello, and thanks for the help! We sort our leads and contacts by time zone to help us know when it's appropriate to call them. Our open activities tell us which days we need to reach out to a customer, but does not specify time zone. Unfortunately, there is now option to use "contact time zone" or "lead time zone" as a way to sort through the activities. We've tried other methods, for instance: view "all leads" filtered by "lead owner" and "activities due today or overdue". This would be fine EXCEPT
How to create a Custom Field evaluating a blank date field
I want to setup a custom formula which will convert the difference between dates (i.e. calculate a conversion date). The Formula will check if a Date B exists and if it does return Date A - Date B, else will return Date A - Date C. Date A - Invoice Date Date B - 30 Day Trial Date Date C - Inquiry Date Formula Return Type = Number I have set this up as such: If(Accounts.30 Day Trial Date Setup =! null, (Datecomp(${Accounts.Invoice Date},${Accounts.30 Day Trial Date Setup}))/1440, (Datecomp(${Accounts.Invoice
Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?
Custom fields
Hi Can I add time only field in CRM, without date, as you can in forms?
Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger Rupp
When a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so much
Track Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?
When should I use a custom module vs. a layout?
Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a
How to call workflow rule custom function before lead creation
Hi! Brief explanation what we need to accomplish, When new lead comes in zoho crm it should check whether email address entered for this lead is already existing in any other lead or not. If email address is existing already in the zoho crm lead it should update all fields data of existing lead with entered data of newly created lead that means while creating the new lead if it found duplicate entry for email field it should update the existing lead or else it should create new lead in zoho. We
Creating workflow 7 years out
we are a real estate firm that is using ZOHO to follow up with closed clients. we are trying to create a task once a year for seven years. When we try and schedule the task we cant not enter more than 999 days. only 3 digits are allowed. Does anyone know how to fix this issue or am I doing it wrong?
import offer
Hi Folks! I need to import an offer from my CRM account to a client's Zoho One account. I've tried to do it but it show me an error message "è necessario mappare il modulo delle offerte e offerte". I take care to forms and they are the same for zoho one and CRM. There's the same problem if I try with Purchase Order. What's wrong? Thanks
AdWords gclid coming through but no other data
We are having an issue whereby the AdWords GCLID is being populated in ZohoCRM but none of the other AdWords data is being populated. This is happening on every lead. It has been well over 48 hours for most of these leads if not longer. See image below. Are we missing a step?
How soon can new Accounts/Contacts be searched for?
So we are seeing with an app we've made that uses the Zoho CRM API that Accounts/Contacts we add to Zoho manually are not immediately searchable via the API. It takes about 2-3 minutes before they start to appear in search results. In troubleshooting further, we discovered this is not unique to API search, but applies to Zoho CRM's search feature as well! Can someone confirm that new accounts/contacts added are not immediately searchable in Zoho or the API? This creates an unwanted delay in our workflow
How to have BCC'd emails count as Activities
Hello, We would like to have email BCC'd into Zoho CRM counted as Activities (Tasks, Emails, Calls, etc). Is there way to accomplish this? Or set up a custom formula so a BCC'd email automatically creates an Activity? We need this feature so our activities reporting accurately reflects what our sales team is working on. Thanks,
Zoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks in
confidential emails showing up
at zoholics i heard lot of people asking about issue where confidential emails show up in crm after starting to use salesiq and email integration. what is the best way to avoid this ever happening to me and my clients? IP block is the only defense?
Links in the emails sent by Zoho don't function
Hello everyone! I am using zoho to send mass emails, but the CTA button does not appear when the email is sent to the recipient. However, it appears and works fine in the preview. Please advise how to fix it, because we cannot start our campaign. Thank you in advance, Evgenia
Just getting started - Is Zoho the right Product?
Hello all, First off I was a Tech PM for the Intel Corp for 13 years ..... 9 years ago so pretty rusty but pretty experienced. I just got asked to take on being the Executive director for an Addictions treatment Center in Costa Rica and since I accepted
Collaborate with small, focused groups in CRM
Hey folks! We have another useful tip for you this week, where you will find out how to collaborate and communicate in CRM effectively with your closed circles. Not all information that you have needs to be shared with everyone in the organization. A lot of your content and information will only be relevant to a specific group of people. If you focus your communication within this closed group, collaborating with your team becomes a whole lot easier. Feeds helps you share status updates and collaborate
Segmenting using a field in a CRM custom module
For reasons which I cannot now remember, when we were originally setting up CRM, we couldn't use the normal "Industry" field. The developer created a custom module which held the industry only. Now I would like to segment our CRM data and send emails by industry (category). The CRM module list doesn't include this field, and the custom module ONLY includes this field. Is there any way I can achive this?
Feature releases and enhancements in Zoho CRM 2018 - Continues
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a closer look at some of them. Enhanced Sandbox: Sandbox is a platform for hired-developers to make improvizations to your organization's CRM account by using the Customization, Automation and other features. This update brings the usage of sandbox to a whole new level. In the new sandbox, you can: Add "Developers" - a new User Type in CRM, specific for developers using sandbox. Facilitate Partial Deployment of
Event Email Notifications
Though receiving a message stating that the email notifications are being sent one of my users notifications are not being sent out. The exception is when an event is being scheduled for a group created for all users. I thought this could be due to a setting but it appears all is set correctly for this to work. Any ideas?
Links in buttons in emails
Hello everyone! The email templates I made using Zoho, I use buttons with links as CTA. However, in the test emails I sent the buttons do not appear. Any ideas how to fix it?
Reports
Hi 1) If I have edited a report that is already part of a schedule, the report is not updated. For example, I edited a report and removed a column, but when the scheduled report was sent out, the report had not been updated. Does this mean if you edit a report, you need to delete your schedule and re-do? 2) In regards to Potentials mainly in my case, when we run a report, the amount comes across with the currency which than you can not sort by amount as it takes the currency code into consideration.
Event Email Notification
One of my users event email notifications are not being sent. This however is not the case when sending to other organization users when sending to them as a group. I'm looking for a setting that potentially would solve this and have not found anything. Please assist.
Leads associated with an existing account
Hi Is it possible to create a relationship between a lead and an existing account? As an example you may get an enquiry from an account which is not at that stage an opportunity (potential). Can yo raise the lead and see this in the account record? Ta all Nick
Function-36: Figure out how long and how much it takes to convert a lead to a deal!
Welcome back everyone! Last week, we learnt how to close all tasks associated with a lead and create a new task. This week, let's look at a function that lets you calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. Business scenario: We all know how much work goes into handling a lead, negotiating and converting them into deals. It doesn't stop there though. From the start of interacting
Fields
I have quite a few field values when filtering contacts for views, unfortunately, they don't show up so I can select them so need to cross-reference excel files I used for the initial import, this is disruptive to workflow so how can I fix this?
CRM accounts lost now?
Hi! I was testing this out a year or two ago (free version to start) and am now circling back on this project and jumped back into zoho to see the accounts again but all of them are now gone? I went to the CRM and Accounts section and I see it says "your Zoho CRM migration is in progress" which makes me feel like it is importing it, but been on that screen a long time and no accounts appear to be importing. Are all of my accounts and notes i put in previously (year or two ago) now lost forever? OR
Bigcommerce Order Syncing
Hello, We are an ecommerce brand that sells the Big Commerce platform, as well as users of ZohoCrm. Our current customers have been sync'd via Highrise How can we append customer BigCommerce orders to our Zoho CRM contacts? One idea i had is it making an invoice attached to the contact then having it marked as paid automatically? Please help!
What's the difference between the old and new enterprise editions in zoho cmr?
I'm on the old enterprise edition and can't find a way to compare with the new one, are there any improved functions?
Using Zia Reminders
Hello folks, We have been looking at features from Zoho CRM's 2018 Release individually, and today, let us take a closer look at Zia Reminders. Before I get into the feature itself, please be informed that Zia Reminders, like any other Zia feature, is available only for the Enterprise Edition in Zoho CRM. As a sales rep you do your best in prioritizing which leads or contacts to follow-up with, and when. Zoho CRM helps you in prioritizing your records and activities for each day in multiple ways. But inspite
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