How to Use Multiple Account Locations
Some of our clients are large national firms with contacts in multiple different offices and we need to be able to look at both the entire national account and the staff located within each location. Though I know there is a "SITE" option at the ACCOUNT level this doesn't appear to have any linkages with the CONTACTS. Am I missing something about how to use this field or does this mean that we will need to set up a Parent Company as the national firm and then add Member Companies for each location?
Duplicating System Fields
There are a handful of system fields - some of the key to the underlying CRM - where we would prefer to use different names for the fields, i.e. "Contact OWNER" is a no-no term in out institutionalize sales programs, but I know/understand that these cannot be edited. Therefore, I wondered if it isn't possible to create a custom field that would be automatically populated with the same value as the system field thereby allowing me to hide the actual system field and use/display my custom field with
Adding the contacts Title on the list of contacts within the Company Account page?
Can anybody help? In the Company Account page contacts are listed with name, email address and telephone numbers, is there anyway to add the contacts Title i.e. Manager etc. Thank you Andrew
Associate Contacts from different Accounts
Hi We have a couple of cases in which we make deals with contacts/leads that belong to more than one Account Contacts as Individuals Contacts as Accounts with a shared business Contacts as Accounts with an individual business And we cannot find a way to associate these relationships in the CRM. For example: we have two brothers who own a business together ("Company A"), but they each own a business by themselves ("Company B" and "Company C"). They make transactions with us in these three different
Report Names
Hello i create reports in my CRM but the name of reports is so small and i cant see the complete name in the folder report. I have any option to see complete names of reports ? Thank you all
Zoho Books and Projects invoicing integration and Zoho CRM
***DISCLAIMER*** I will be posting this in Books, Projects and CRM to get the relevant answers from each team. If this is not required please delete whichever post suits. Hi, I have been working on the Zoho Books and Projects integration and following some of the guidelines after discussing with a member of the Zoho Books team https://www.zoho.com/au/books/help/integrations/projects-integration.html https://www.zoho.com/projects/help/invoices-expenses.html And I have noticed the following: 1) Customers
is this the right solution for me?
Hello, I'm looking to get user feedback as well as Zoho Feedback. I'm trying to manage all my prospect data under 1 roof. I am in b2b sales. I'm currently on the professional trial of Zoho CRM and am in the process of scaling my business out to hire additional sales reps. My question is basically which Zoho services will I need and how well do they integrate. What I Need: Ability to integrate with my twilio to record and monitor outbound sales calls, and manage incoming calls. (Check) Ability
Get All Converted lead between two dates
Hello: I would like to get all converted lead between two dates using your API. I saw a report in my dashboard: Reports -> Lead Reports -> Converted Leads. I think that is the information I need to get from your API. thanks
Deluge function not writing lead IDs or updating lead
Hi all. I'm working on my first Deluge function. The intent is that it gets fired as part of a workflow whenever a certain field is updated for a lead record. The function needs to write a record to a custom module, and also update the lead record based on certain criteria. Here is the code. Void Create_Score_Status_Audit (int LeadID, int PersonScore, string ScoreStatus ) { NewScoreStatus=input.ScoreStatus; OldScoreStatus=input.ScoreStatus; CurrentPersonScore=input.PersonScore; CurrentLeadID=input.LeadID.toString();
Remove all products on a new invoice
We are a services company and when we send out invoices they are usually for 1/3 or 1/4 the balance of a sale, so the default behavior of converting a sales order to an invoice adds line items that are irrelevant to the way we work. I would like to create a custom button that can either: Remove all product items from the invoice currently being created Or: Read a "Terms" field on the sales order and create multiple invoices, each representing the pricing breakdowns (1/3 or 1/4 the Grand Total) I'm
Archive Contacts without losing Notes
Have Notes associated with both Contacts and Accounts, as people move on and the contact gets deleted any notes associated also disappear. Is there anyway to archive these so the notes stay available but the contact is no longer shown up. Did find the below however given this is a needed feature seeing if this had been fixed. Thanks, - Daniel https://help.zoho.com/portal/en/community/topic/archive-contacts-leads
Not able to join new CRM link
Hi Team, Name - joshua balarangappa email ID - joshuap@swaaadletech.com email ID - tharanim@thinkgizmo.in I created two CRM account with the name: Swaaadle Tech pvt. ltd. Super Admin - SaiPriya@swaaadletech.com another account Super Admin - marketing@swaaadletech.com Now I'm not able to move tharanim@thinkgizmo.in & joshuap@swaaadletech.com these both accounts can't join in any CRM accounts Please resolve.
Issue
Hi Team, Name - joshua balarangappa email ID - joshuap@swaaadletech.com email ID - tharanim@thinkgizmo.in I created two CRM account with the name: Swaaadle Tech pvt. ltd. Super Admin - SaiPriya@swaaadletech.com another account Super Admin - marketing@swaaadletech.com Now I'm not able to move tharanim@thinkgizmo.in & joshuap@swaaadletech.com these both accounts can't join in any CRM accounts Please resolve.
Creating a User LookUp List for use in multiple modules
We are implementing the Enterprise Plus addition of ZOHO CRM and Books. Within the CRM we frequently assign staff members to multiple roles within the Contact, Account, Potentials, Quotes and SalesOrder modules. I realize I could create and manually update separate Pick Lists within each module, but this seems highly inefficient is there another way?
Social Tab changes owner of Lead/Contact and overwrites other fields
Hi We have recently noticed that when we already have a Lead with all of its info inside Zoho CRM and that lead communicates with us through Facebook and we Associate its Facebook Profile with its Lead ID in Zoho a couple Fields get overwritten: For example: Lead OWNER gets changed to the User making the Association Lead SOURCE gets changed to Facebook, even though there was Another Lead Source previously selected. There is NO WAY to deselect/remove these fields prior Associating within Social Tab.
PhoneBridge Asterisk module not receiving ZUID
We are integrating Zoho Phonebridge with CRM on an Asterisk 1.8 (FreePBX) server. The module is loaded but when the nohup command is executed, there is a java error stating that the ZUID is not found as well as an HTTP error 400. Here the output file. Any ideas on how to solve the issue? ./../classes/:./../lib/AdvWmsServerCommon.jar:./../lib/HTTPClient.jar:./../lib/AdvWmsCommon.jar:./../lib/json.jar:./../lib/ZohoTeleAdapter.jar:./../teleadapters/asterisk14/lib/asterisk-java-1.0.0.M3.jar:./../teleadapters/asterisk14/lib/ZTIAsterisk14Impl.jar
Zoho Phonebridge and Asterisk 1.8
Hi, I want to link Zoho CRM and our phone system based on Asterisk 1.8 (VoIP ipbx) I want to use Phonebridge, that is compatible with Asterisk 1.4 Does someone have any experience with Phonebridge and Asterisk 1.8 ? I am interested in any help Thank you Pascal
Zoho CRM integration with elastix
I request your help to integrate my pbx elastix with zoho crm, I do not know what operating system is necessary and I did not find detailed installation manual for this application, I found only aid that were very short on content. my system is a Xorcom pbx working with elastix 2.6 Could you please tell if I need to have installed a distribution of linux on my computer to use this application? What do I need? How do I change the settings in the download? Currently I have windows 7 on my computer
Lead Assignment Rules - Zoho Webforms
Does anyone know is it possible to utilise the lead assignment rules with Zoho forms? We currently have 3 categories for lead assignment based on industry, 2 of the groups are assigned to individual users and the 3rd group is to be round robin out to other users. I have tried the Lead Assignment app in Zoho marketplace but that just round robins the leads to every user in the CRM, which is completely useless if you have non-sales users. There doesn't seem to be any way to create a group of users
How do we close a lead?
I have received some leads that were irrelevant nad marked them as junk leads to prevent further digging into them bu they still show up in list of open leads. How do we terminate leads? Is it not a good idea to add a field on leads marking them completed, preventing them from appearing in views? Rajesh Bhadra
Dialling codes for phone numbers
Hi there, As our company is international, and we would like our users to be able to utilise the mobile app to make phone calls, we would find it useful to have some guidelines / compulsory conventions around phone numbers. For example, we would like all Australian numbers to have +61 and drop the 0 at the front. This will save our users not in Australia time spent trying to figure out what to prefix the telephone number with. Maybe it could be a built in feature, like a user could select a timezone
How do i add someone to zoho when the email expires
When i send an email invite and the invite in the email expires, how do they log in>
Workflow rule conditions change
I have a workflow rule that triggers when field "A" (a checkbox) is updated. The workflow sends 3 e-mails (one a week) to a prospective customer for a certain product. What I want to do is stop the workflow if the customer makes the purchase -- so they don't keep getting e-mails asking them to buy something they have already bought! In field "B" we record the purchase. So I set up a workflow whose criteria for execution is that field "A" is updated, but with the added condition that field "B" must
CRM Community Meetups: US and Canada.
Happy 2018 everyone! We are planning to kick start the US and Canada Meetups this quarter. We want to get some insights from you folks on your preferred city, time, and such to plan efficiently. Will be great if you can let us know your preferences by taking up this 2-minute survey. Thank you and hope to see you all soon.
Zoho CRM Checkbox show badly designed on Chrome
We use Chrome and the Checkbox when selected show very badly. Little points show up instead the whole Checkbox. Attached it goes the image showing the issue. Maybe a little padding in the CSS for all checkbox? Guys from Zoho web design? Can you see it?
Unique Serial Numbers Under One Product Code
Hi, I am having an issue with applying serial numbers to product codes. I am not able to assign a serial number to a machine product code, without needing to create a whole new product code. I was wondering if there was a way to add a field so that we can assign multiple Serial Numbers under one Product Code. There are a lot of machines in our industry that have a unique serial number, but are all the same style machine model. For example, a bunch of our customers have a Machine Model# (Product Code)
Search Records Error : API call cannot be completed as the minimum field value length is not 2 in criteria value
Hi, https://crm.zoho.com/crm/private/xml/Leads/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Quote Number:1) gives <response uri="/crm/private/xml/Leads/searchRecords"> <error> <code>4832</code> <message> API call cannot be completed as the minimum field value length is not 2 in criteria value </message> </error> </response> . I have got quote numbers less than 10. I need to search details for the quote numbers less
Relationship History
As a professional services firm we need to capture any relationship that a "new hire"/staff member has with our existing Contacts/Accounts. To be useful I need these users to specify the extent of this relationship (via a custom field I have created) and record the date that they made this entry. Once updated all fields should be locked to prevent future edits. Assuming someone can resolve the need to have a LookUp field that lists our users/staff members I am assuming the only means for handling
spellcheck on Notes?
Could this be implemented?
Creating report to find records without an Activity in a particular state
Is there a way to do this? In effect, I need to check for the lack of existence of an Activity (Tasks, in my case). Further, I want to generate a report that shows me Leads/Deals/Accounts/Contacts with no Activity having a Status of Completed.
Caution in Zoho Sheet View - you will lose data changing the column format!
I'm pretty sure I discovered that when you pull down a view in Zoho Sheet View, and change a column from numbers to currency, then save it, Zoho gets confused and wipes all the data out. Therefore, unless Zoho fixes that, be careful to never change the format of a column in the Sheet View prior to saving the view. Drew.
Mass Zombie Post Revival
Zoho... please stop doing these all of a sudden mass-replies to old “zombie” threads! I understand wanting to answer every question posted. But sometimes you just need to accept your mistakes and move on. When you reply to all of these threads which are all over a year old, you end up pushing all of the more recent active posts to the bottom of the list.
Custom Function Event Time Zones?
Hey, I've created a custom function whereby a Date/Time field is entered into a Lead as part of a blueprint/workflow, and then an event is created for the entered time. The function itself works fine, however the event that is created is always 7 hours ahead of the date/time that was entered. My first thought was that this must be an issue with the timezone that the event is created in, so I tried specifying the timezone as part of the custom function based on the users location, but it seems to
get Potential Owner email address
Hi, I have built a custom function that creates new renewal potential when an opportunity closes. The only problem is it creates the new potential in my name instead of the exisitng potential owners name, I have tried passing the OwnerID to "Potential Owner" in the map for creating the new Potential, then "Opportunity Owner" to "Potential Owner" in the map, they all seem to still create it in my name. The only way I can get it to create it in another users name is when I pass an email address from
How do I track the sales process of multiple product lines?
I'm an insurance broker and just started using Zoho CRM. Is there a way for me to track the sales process of multiple product lines (eg: Auto Insurance, Home Insurance, and Life Insurance). In my head I see it as having 3 different pipelines but I'm not sure if that's the best way to structure it. If I have one lead interested in more than one product line then I'd have to set up multiple potentials for the same lead. A little help anyone. Mike
Integrate google adwords with Zoho CRM ?
can we integrate google adwords with Zoho CRM ? if yes then let me know how it can be done ?
Adding another email address to a contact
Hi i want to add another email address to the contact which is pre-populated with thier name and @mybusiness.com. I have already done the custom function to prepoulate a custom field. However the issue i have is that when i try and set up an automation rule it will only let me select the email or secondary email to send the template to. It obviously doesnt recognise my custom field as an email address. Therefore is it possible to either: - add the custom field to the automation email list -
How do I reset a user's password?
I'm currently using the free (under 3 users) version of Zoho CRM. I am the administrator. I added a new user, however he never received the password with his account. How can I reset his password so that he can log in to his new account? Thanks. JPL Moderation
How to unsubcribe contacts
Hi. We're using an SMS system that is not integrated with ZohoCRM. What we want to be able to do is: When a customer receives an SMS he has the option to "reply NO to opt out". On our SMS system we have the ability to trigger some actions when we receive a "NO", such as a HTTP (GET and POST), PULL, SMPP and E-mail. Is there a way to make the SMS reply trigger a field change on ZohoCRM (such as flag them as opted out or change the lead status)? I've explored the documentations about automations but
Outlook CRM Plugin Event Creation under lead/contact
Hi, I'm testing out the Outlook CRM plugin, I was wondering does anyone know if it is possible to create an event under a lead/contacts name from the outlook calendar, I can create the event in CRM under their name and then this syncs with my outlook calendar but ideally what I would like is that I create it in outlook, then searches the email and associates that event under the lead in CRM. Does anyone know if this is possible? Regards Michael
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