Products in the Account page?
So is there a way to make the Products tab under the Account page be a populated list of items that are in our Products page?
How to use an "expected delivery" date as deal value instead of expected sales date?
We are magazine publishers, selling advertising space. We recognise only the published date, rather than the date of sale in all our sales and accounting functions. The sale date is irrelevant to us for all practical purposes. I would like to put the deals module into place, but we need to have a way of forecasting our potentials by published date (month) than sale date. For example: A deal may be for say a half page in ABC edition of the magazine in May, June, July 2018 at say £100 per month. So
What are all the domains zoho crm supports?
Hi, I've two queries here. 1. I've users from .eu and .com domains. Like this, what are all the remaining domains does zoho crm support? 2. For accessing modules entries from .com domain, I'm using URL: https://crm.zoho.com/crm/private/json Shall I use URL: https://crm.zoho.eu/crm/private/json to access modules from .eu domain? Please reply ASAP. Thanks, Guna.
Map fields between modules with deluge script/custom function
I'm trying to map fields from contacts module into a custom module but having trouble cause I'm probably not setting it up properly. Can someone show sample code to do this? Example Fields in Contacts module are: Last Name, Date of Birth, Phone Fields to map into custom module: Client Last Name, Date of Birth, Phone
Keep your data secure and make sure it doesn't fall into the wrong hands
Hi folks! We are back this week with a tip on data security. You deal with a lot of sensitive information about your business and customers everyday. This information can't afford to go into the wrong hands and compromise data privacy. Your CRM data should be accessible only for people who work on it, and not just anyone even in your office. Of course Zoho CRM comes with very strong data sharing settings. But to be even more secure, you can add IPs from which your Zoho CRM account can be accessed.
#28 How to stop a workflow after a definitive period of time
Hello! Workflows are an integral part of any CRM automation. You use them to initiate process automations at set frequencies with ease. Workflow automation in Zoho CRM comprises of the following: Workflow Rules - A set of rules that are executed when specified conditions are met. Email Notifications - Automated email notifications sent on triggering a workflow rule. Tasks - Tasks that are assigned to the users when workflow rules are triggered. * Field Updates - Automatically updating specified
Looking for Instructor about zoho training
Hy I am looking for someone who give me training about zoho crm. If anyone there please conatact with me. My Skype: iftijafar Whatsap: +92 333 3241000 Emai;: iftijafar@gmail.com
Random notes and email records re missing from some potentials
We have a free edition of the Zoho CRM and have been using it for over a year now. Just this week, one of our users had the following issue: - some notes that she had taken on some records went missing - some records for some emails that she had sent through zoho on some records have gone missing I called zoho technical support twice today and they spent some time with me on the phone. They search their "back-end" and tried to see the same record on different pages, and other tests, but they couldn't
Font color of field value
My users are requesting a more pleasing font color for the fields, No the actual field but rather the field values
Video Call
Hi, last week, I was able to click on my contacts in the bottom left corner in Zoho CRM. I would bring up the contact for instant messaging. I was also able to click on the video camera icon to do a video call. This week I can't initiate a video call. I click on video call and nothing happens. Did something change?
Call Tracking Software
We are looking for call tracking software. Are there any that integrate with Zoho CRM?
Function-29: Create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order.
Welcome back everyone! Last week, we learnt how to transfer record information from one module to another, even for custom modules. This week, let's look at a custom function that lets you create multiple purchase orders for each individual products in a Sales Order, rather than a single purchase order for a Contact. Business scenario: Working Capital is the life line of any business. Many components go into working capital and the most important one in the purview of sales and order fulfilment is
How do I assign layouts...
Hello world. New user here. I created a custom Lead layout and I can switch layout views at the record level. However, I would really like to assign the new layout to all existing leads. Can this be done? Thanks in advance!
Assistant Emails
If I have a field listed under Assistant on a contact that represents a person who received emails on someone else's behalf, how can I ensure that the emails that I receive are picked up by salesinbox to be related to that contact? Currently, they don't appear to be recognized as related since the Assistant isn't a separate contact.
How can i differentiate Reseller CRM and Main CRM ??
How can i differentiate Reseller CRM and Main CRM ?? Also how can i differentiate Generate Lead and Purchase Leads ??
Creating a lead from a contact
I'm testing Zoho I want to import an existing customer base to Contacts From a contact I want to create a lead Is this possible?`Cannot find a way Grateful for assistance
Wrong set of related lists on every page
I experiencing a bug. When I look at an Account page, left panel shows wrong set of related list. The visible set of related list corresponds to Contact. The same bug is on all other module pages - only related list of standard fields are visible, no related lists of custom Lookup fields. I tried to configured related list - but "Organize Account Details" dialog shows that none related list is unselected, and Selected Lists list box shows the same wrong set of related list. I have the same data in
Latest features and enhancements in Zoho CRM
Hi everyone! Here is a list of the latest updates and feature enhancements in Zoho CRM. Module builder gets a new, improved look The new and improved look of module builder helps you clearly distinguish between fields and sections in your module. Boxes separate the fields and sections, so you know exactly to which section you're dragging and dropping a field. The search bar in Unused Fields lets you easily find the field you want to restore, which you can drag and drop to the required section in
Has anyone found a good 3rd party solution for logging Mobile SMS (in and out) to Zoho CRM?
I'm really happy with the automatic call logging for outgoing calls on my cell phone, but had two questions: 1. Does the CRM give the option to log incoming calls from leads and contacts? 2. Is there a way to log SMS to my cell phone? Both outgoing and incoming? These features would make my mobile Zoho experience perfect. Hopefully someone can give an answer, thanks!
Looking for person woh help to learn about zoho crm
Hy Everyone, i am new here and much interested to learn about zoho crm, i have watched too much vedios of zoho on different topic. I need some basic intruction about acctuly working of zoho please anyone share with me some basci notes like material or some vedios link about zoho crm main for beginer. here is my Email. iftijafar@gmail.com whatsap Number: +92 333 3241000 thanks
Perfil sin permisos de eliminación y zoho le está permitiendo eliminar
Hola, estoy probando la configuración de un perfil de usuarios que no puedan eliminar datos de cuentas, contactos, etc.... He quitado el permiso de eliminar en el perfil que tienen asignado estos usuarios. No está funcionando, sí que les está permitiendo eliminar, así como otros permisos están funcionando bien, éste no. ¿hay que configurarlo en algún sitio más?
Run Lead Assignment rules manually
We need to run the Lead Assignment rules regularly for multiple Leads that go into a state, of from a View. We come from Salesforce where Leads have a checkbox called "Assign using active assignment rule". You should allow it somehow. Checkbox, workflow, whatever, just a way to run it on records already created.
Get 2nd order lookup from another field in the form
I have two custom modules: Systems and Contracts Systems have a relationship to an Account Contracts have a relationship to a System I always want to be able to see the associated Account for that Contract (through the System). I have a field: System :: (Lookup Field, Lookup Type = "System") // System is the custom submodule that has a Lookup Field field "Account" I want another field that retrieves the Account from the System record and provides that as a link. Is a second order lookup such as
CRM Quote Module
I want to show discount in percentage instead of dollar amount
Filter Accounts and Contacts by the Products
Hi, we are new and would like to invest into Zoho but testing I could not find how to filter the accounts and contacts by the products they purchased. Say we have 10 products and now want to send an marketing email to all the clients that prevesiously inquired and/or bought say product B. Can we do this in Zoho? And how easy?
Tip #33: Automate submission of records for approval.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a quick tip on approval processes. Automate the submission of records for manual approval If you have sensitive data such as discount for deals, or annual revenue, you may need one or more managers to look at these details before the record can be processed further. In such a case, you can automate the process of submitting a record for approval. For example, your approval process rule could say,
Importing Invoices and associating them with Contacts
I am excited to use the new migration tool to import old Invoices. However, when I import the invoices, nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Am I right to understand that I would need to "migrate" all of my Contacts in order to make the lookup work? I have around 15k Contacts. I certainly do not want to duplicate all of these contacts. But importing Invoices that aren't connected to Contacts is not useful at all.
Quantity of selected clients from related list
Hello! I have custom module with Multi-select Lookup field - I select several clients from Leads. I'd like to see in List View Mode a new column with Quantity of selected clients. Is it possible to count selected clients from related list?
Custom Products from Parent Product
We are in the final stages of migrating to Zoho from Dynamics. We have an issue with the way we handle products. At our core, we offer training courses, the pricing for those courses differs per client, with various discounts, there is no rhyme or reason as to the discount applied. We would like the ability to record an Account as having a particular course with a number of seats at a particular price and also record the expiry date of that license agreement. We have all of our parent products loaded
CRM Hack #27 How to setup a customized reminder in a module in Zoho CRM?
Hello everyone! In Zoho CRM, we have automation workflows that helps administrators to notify the higher ups, create follow up tasks, update fields and send data to another applications. But there is no option to remind a user at a specific date in CRM using workflows. Say for example, you want to be reminded about a particular Deal exactly 3 days after meeting the client.To do this, you need to manually add a task and associate this deal to it.The hack I'm proposing today helps you do just that
Would like a trial of free edition
Hello, Small company with 5 employees. Would like to sign up for the free edition, but each time I try to it starts me off with a trial of the Enterprise edition. What I'd really like is to just see exactly the features I will have with the free edition, would prefer for the time being to not make use of modules that will not be available in the free edition. Is it possible to downgrade myself, or someone from the Zoho team to do it?
USE CAMPAIGN MEMBER STATUS IN SENDING SPECIFIC EMAIL TEMPLATES
How can we send mass emails using different email templates based on the Campaign Member Status? For example: a contact with a Member Status of "Signed On" would get a different email than a contact that has a Member Status of "Not Interested" Please help!!!
How to manage campaigns on current contacts in ZohoCRM (Campaign Members functionality in SalesForce)?
Hi all, I went through ZohoCRM help carefully but I haven't found the way how to manage adressing the contacts by various campaigns. Let say that a single person is addressed by these campaigns: 2010 - Product A offer - Direct Mail 2010 - Product A offer - Phone Follow-Up 2010 - Product B offer - Invitation on Conference/workshop/webseminar 2010 - Product A offer - Phone Follow-Up after the event 2010 - New Year message It's clear for me how to assign the acquisition campaign to the lead or
The email which you have entered belongs to a different deployment/region
Hi I've just started with Zoho CRM and am beginning setting everything up. I recently created Admin access for my developer and he received an email to set up his account, however when following the link he received this message: The email which you have entered belongs to a different deployment/region I'm currently working from India and he is based in Denmark, if for any reason this should make a difference. Please could somebody advise as to how I can fix this? Cheers Dan
Create CRM records from Zoho Reports
I need to add CRM records (company, contacts, etc.) from the prospects lists that I uploaded to Zoho Reports. I have a unique identifier for each type of record (i.e. EIN for each company). Conceptually, this would be equivalent to a simple vlookup in Excel - is there any guidance on how to do this in Zoho? I was trying to build a 'Zoho Flow' also, but was unable to get this to work.
How do I "connect" information in a custom module to the Accounts module?
I developed a custom module called "Machines" that lists the Manufacturer, Model Number and Type of Machine for each account. An account can have multiple machines of multiple types, for example: 3 Prima punch presses 1 Mitsubishi laser 5 Mitsubishi press brakes How would I be able to show this information in the Account module so that our sales rep can see it when they look at the account information? Thank you. John Galich
Birthday Emails
I want the system to automatically send out the birthday e-mail template either on the day of a contact's birthday, or a couple of days in advance. How do I do that?
CRM: Trigger Lead Assignment Rules on insertRecords Method
I've been looking through the docs and can't seem to find a way to trigger the lead assignment rules when the insertRecords method is called via the API. This seems like it should, logically, be triggered using the wfTrigger flag, but I've only been able to change the lead assignment manually through the API. Additionally, there doesn't seem to be a way to write a Workflow rule to handle the lead assignment. If there is a way to utilize the lead assignment rule via the API or could someone point
Outlook plugin - email attachment
It would be handy if the Outlook plugin would allow you to attach the email to the 'Deal' which it corresponds to. Maybe instead of just attaching to the CRM and creating a new client contact, we could have the option to select where to attach the email from a list of active Deals. Every time one of our users attaches an email to Zoho CRM, it creates a new client contact and the email will appear there. The only time we really want to save emails is when they relate to a specific Deal so we would
Problem with Calendar Sync Between Outlook and Zoho with Plugin
I am using the Outlook Plugin for Zoho. I want my calendar items to from Outlook to Sync with Zoho. I can get the calendar items to sync, but the invitees from outlook are not showing up in Zoho. That is, I can see the "event" in zoho but not the people I invited. I would like this to work so that I can look back in Zoho at a contact and see what meetings I have had with them
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