CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
Can't assign a Project Manager to an Account that already has an Account Owner
There seems to be a missing piece in the integration of Zoho CRM and Zoho Projects. There is a point where the sales rep (account owner) needs to "hand off" the customer to a Project Manager. The Project Manager will then takeover the account, create projects, etc etc. But the Sales Rep (original account owner) still needs to be able to view the account and his original customer. But apparently for each account there can only be 1 account owner. Right? So the alternate way that I thought to do it
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
Problem triggering workflows
I want a field that has a client's full name in all caps. I collect the fist, middle and last name and I want a workflow that combines it all for me and makes it all caps. I set a workflow that should trigger whenever the First Name, Middle Name(s) or Last Name fields are edited. Here is the custom function that I use: void Untitled_Function (string FN, string MN, string LN, int Contact_ID ) Edit Arguments Name = input.FN + " " + input.MN + " " + input.LN ; Info Name; UpperName = Name.toUpperCase()
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
Selecting up to certain number of records in the view of the Module's records.
I have an interesting case. A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer. What needs to be done is: 5,000 Contacts out of the total segmented
Shared Field
Hello. We have a field in the Contacts module called "Referred By". There is another module connected to the contact called "Transactions and Properties" Is there a way to have the field "Referred By" also appear in the screen of the Transactions and Properties"? This would help us when running reports on closed transactions to verify the source of business. Thanks.
Custom Function
Hi, I want create event and schedule call after lead create. In lead i have subject and start date and time. I added this code but it's not working please help me. leadDetails = zoho.crm.getRecordById("Leads",input.LeadId); name=((ifnull(leadDetails.get("First Name"),"")) + " ") + ifnull(leadDetails.get("Last Name"),""); start=((ifnull(leadDetails.get("Event Start date"),"")).toTime()).toString("dd-MM-yyyy 09:00:00"); //end = ifnull(leadDetails.get("Event End date"),"").toTime().toString("dd-MM-yyyy
Saving emails to a client that aren't from the client
Sometimes we get emails that relate to an existing client or deal that aren't necessarily from that client. If I add the email to the CRM, it will automatically create a new client - which isn't correct. Currently the workaround I'm using is saving emails and dragging them into the attachments section of a deal. However, I'm wondering if a feature could be added to the Outlook plugin to associate an email with an existing client contact / deal?
Add first name and last name to Name default field of a custom module
Hi, I have creat a custom module. There is a standard mandatory field "Name" and I would like that this field group the first and the last name such as in contact module. How can I do that ? Thanks in advance
workflow and scheduled actions
I should be able to set workflow rules as follows: When> field Update + every time With scheduled actions For instance on leads: I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active. I would like to set up a workflow that does: field update: client status criteria: status = attempted contact and then a series of scheduled actions and then a second workflow for field update: client status criteria: status = long term and than a different
Emailing Limits
I'm confused as to what the total combined limits are for emailing from CRM. We're on the Enterprise version. We send emails via a macro which uses a template and updates a field. We also send emails via custom functions on custom buttons. And also use the standard Send Mail button. What are the daily limits for each of these and the combined total? Is it 1000?
How do I set permissions to...
How do I make it so that my org employees see only THEIR work in Zoho CRM???
How to update Price Books related list in Product using API method?
Hi Team, I want to update the Price Books related list in Product using API Method. Please give me the suggestion. Following is the screenshot of Price Books related list in Product form: Thanks, Parth
Switch B2B B2C from api
Hi Is there a way to change the field "disposition" (in french) in a lead or contact ?
wish - adding save tasks or set of tasks
I wish we could manually add saved tasks or a set of saved tasks - I know we can have it do it automatically, but there are some instances where i wish I could add it myself
Tasks not syncing
Hello, My tasks are not syncing between Zoho and Outlook, even though I have the add on enabled in outlook. what could be the source of conflict here?
Editing Calls
After making a call we want to create a follow-up call. However, your software only allows to "Save and create a follow up task." Can you create another opiton to "Save and create a follow up Call"?
API SearchRecords By Name Does Not Work
When using the searchRecords method in the CRM API and using the Zoho Generated field (ModuleName Name) the api returns "API call cannot be completed as the Criteria parameter contains empty field name". I can query on any custom fields I enter but cannot use the name? For Example: Module Name: Department Filed Name: Department Name Criteria: (Department Name:Test) Query Parameters: authtoke={authtoken}&scope=crmapi&criteria=(Department%3AName:Test) The same Query Parameters above work when using
Auto Contact Creation From Email Doesn't Pick Up The Name
Hi, I'm trying to create contact in CRM automatically when receiving an email. I'm using the Workflow Automation and set it up following https://www.zoho.com/salesinbox/help/zoho-crm/web/email-workflow.html Basically, I just want after receiving the email, a contact would be created automatically in CRM with the names (first name and last name into the right field respectively) and email address. However, CRM doesn't pick up the names properly from the emails, which makes the whole automation useless
In my form I can enter numbers along with the name field. I want only text no need to allow digits in name field what i do?
In my form, I can enter numbers along with the name field. I want only text no need to allow digits in name field what I do?
Multiple Calendar Feeds to Google Calenda
Hi I'm an entertainer, and I'd like to find a way to send TWO calendar feeds from Zoho CRM to Google Calendar. One feed for Leads One feed for confirmed Gigs Zoho CRM only offers the ability to send one Calendar feed... so I'm asking here to see if there are an hacks, tricks or workarounds that people have discovered. Thanks! Kim
How to enable sync book PO with CRM PO ?
hi every, i try enable Sync transaction module between book and CRM , but i got errors : {"code":1000,"message":"Internal Error"} anybody know what errors i got ? and how to resolve it ? thank you!
Want some specific customization to your email template?
Hello Tech @ zoho, We are now frustrated by doing the same things without desired output. What is the point of using CRM when the first line of action by email is not attractive enough to draw leads attention all our work is useless.... 1. The Email template is having so limited option that all creativity goes down the drains... we cannot design template according to our company requirements. As html code is not fully supported... secondaly social network links can not be inserted in our email templates
Ability to link Zapier and other 3rd party functions to custom modules
It would be ideal for my business to link software such as Zaiper to custom modules and not just 'leads' etc. Would this be something Zoho will look into?
Custom fuction amelioration
Hi all, I have this custom module ''CLG'' and ''Account'' module. In ''CLG'', I have a date field named ''CLG - Deactivation Date'' ; in ''Account'' I have a date field named the same ''CLG - Deactivation Date''. I have a workflow, every time a ''CLG'' is edited, it's launch this custom function : Name ValueAccountName= CLG.Dealer Name deactivate= CLG.CLG - Deactivation Date respAccount = zoho.crm.searchRecords(("Accounts"),(("(Account Name|=|") + input.AccountName) + ")",1,5); info respAccount;
Is there a way I can deduplicate by partial name?
I'm wondering if there's a macro / rule I can set up to deduplicate clients by partial name? Sometimes when people are entering clients themselves they are forgetting things like Pty Ltd on the end of client names, so 2 client organisations are created that are actually the same.
Tip #19: Created a recurring event by mistake? Here's how to stop it.
Hey everybody, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on activity reminders today. While creating an event, you have an option to repeat the event daily, weekly, monthly etc. When you choose to repeat an event, you must also select when you want the repetition to end. Many a time, it so happens that we overlook this section and go ahead with the default option of "Never" - which essentially means that there is no end to the recurring event. If you
New Customer .... what a mess
Hi I just started using Zoho and ...well... what a MESS !!!!! So after spending hours determining what solution i need after reviewing the thousands of modules like zoho crm zoho desk zoho finance , zoho books, zoho food, zoho travel , zoho zoo... i started with zoho CRM+ and Zoho books (still not subscribed to it though) And here begin the mess... So basically you go the zoho crm plus portal with a lot of features. Then you start eploring side addons like IQ (very good btw) but you kind of get out
As Admin, why do I get "access denied" to reports? I check all permissions and everything is set up correctly.
Please help! We can't access certain reports but all of our users have permission and it is set up correctly.
Preview the content of the email and add email related comments/descriptions
Hi, Is there a way to: show all the emails from different contacts on one tab if they're under the same account, and customize the display/filtering of the emails? For the majority of my accounts, there are multiple contacts with a lot of email interactions every day. So it isn't efficient to click each every one of them to view the details. So I want to see all the emails from different contacts on one tab if they're under the same account, and preview the content of my emails before I click
It would be good if custom fields appeared in Leads app
It would be good if the custom fields created in Zoho CRM Leads module carried over to the Leads app by default. Our organisation would like some control over the information being entered into the CRM via the business card scanning app. Currently our consultants have to click on settings in the app and select the custom fields for them to appear after they've scanned a card.
Can I Change currency in Standard or Professional Editions
I don't need to have multiple currencies as i only need the LE Egyptian pound. Can I still change the currency symbol to LE in Standard or Professional Editions ?
Plans to increase 50 tag limit?
Hello, I'm a photographer who works with a very wide variety of businesses. I tag the Account based on the type of business they're in. This is important for understanding where I get my business and for connecting others who are in need of a business' services. I hit my 50 tag limit almost immediately simply given the variety of business I work with. What's driving the 50 tag limit and are there any plans to increase it?
Integrate Leads with Facebook AdSet
Hello, I have a custom form to insert Leads in my CRM. I get the facebook AdSetID from the url ( I can get the Ad_ID too if its necesary). I have installed Facebook Advert Manager and add a facebook adSet lookup field in my Leads Module. I want to fill this field but I dont know how to work with the api. I tryed <FL val="AdSet_Id">8960000000216197</FL> when inserting the Lead Record but didn't work. Hope you can help me.
Insert a record to custom Module with a related item field
Hello, I'm currently integrating the Zoho API into my system, I'd like to insert a record for my module (let's say CustomModule 1) with a related item field linked to Accounts module. But I'm not able to send the Id of the associated Account in the tag <FL> Error message is returned : You have given a wrong value for the field * My related item field to Accounts * Has anyone ever encountered this problem? Thank you !
How to calculate working hours?
I'm struck at formula field. i have given the coding to calculate the total working hours, by giving in time and out time in date/time format. the logic is working correctly. but the format to display is somewhat wrong. The coding i have given is Concat(Tostring(Floor((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60)),':',Tostring(((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60-Floor((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60))*60))
Add lead source from Zoho Desk
When contacts are created in Zoho CRM from Zoho Desk tickets, is there any way to label these contacts? (preferably the "Lead Source" field) I'd like to know what contacts are created from Zoho Desk. Thanks!
Formula fields
Hello, I am working with formula field. I would like to know how can i do this: If 'Rooms' is 1 'Percent' is 1%. I try conditional layout, but only allows me to select 1 number. Rooms is a Pick List. What would be the formula? Thank you
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