Issues with Unsubscribe Mail Merge Tag
Hello, I have cloned a customized template we had in Zoho Campaigns, inserted and updated the mail merge tags for unsubscribe and to update profile, and copied the HTML code into a customized template found under setup in Zoho CRM. My goal is to use this template as a follow-up email to a Zoho CRM Webform we are using on our website. No matter how many times I try, I can't seem to get the merge tags to work. Any suggestions?
No more option to record the description for the call
Hello, We have just noticed that there is no more option to record the description for the call. No such an option any more in the Create Call dialog however the field exists and available. I asked the support via chat and received a response that this has been a normal behavior now since the last 2 days. And, to record the description, we have to firstly create a Call, then go and edit description in it. WHAT? Is that serious? Have you ever tried to call clients and register call using Zoho CRM?
Using CRM and Books for Donor Management
Hi, We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges. However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I
Mail Merge in Wirter no longer works
Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide
How to avoid duplicates in custom modules
I am using the Zoho CRM API in a VB.NET program and have been successfully inserting records into modules, using the duplicate check feature such that records are either inserted or updated as appropriate. The records to be inserted/updated are in the form of a daily csv file - some new records, some existing records, but none of them have Zoho IDs. The challenge I now have is with custom modules – I understand that duplicate checking is not available in custom modules. So my plan is this:
Problem with InsertRecords on module PurchaseOrder
Hi ZOHO CRM community, I have a problem with an API call on purchase order module, and the ZOHO support doesn't ( or can't) help me. Using the following URL ( yes the zoho account is @ zoho.eu) https://crm.zoho.com/crm/private/json/PurchaseOrders/insertRecords?scope=crmapi&newFormat=1&version=4 With the post parameters : authtoken : <my auth token> xmlData: ( with correct products ID and VENDORID) <PurchaseOrders> <row no="1"> <FL val="Subject">TEST</FL> <FL val="VENDORID">xxxxxxxx</FL>
Record of mail merge
When I merge a document such as a letter using the Microsoft Office plug in, or Zoho Writer is it recorded somewhere in the contact or lead record?
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Task Owner not showing up in tasks
Hello, We are having an issue when using the Zoho CRM App with Tasks. We are creating a task from the App, but not all of the people who have a Zoho account are then coming up on the 'task owner' section so we can't assign the task to the relevant person. Can you let us know how to fix this please?
Tip #12: Automate the generation of leads via social media
Hello everyone! We are back this week with a new tip on social selling. Please refer to our previous tips here. Social media is undoubtedly a gold mine for business prospects. It can be a really effective lead source, but only if you reach out to the right people at the right time. With Zoho CRM, you can ensure that you do not miss out on any valuable prospect from social media anymore. This is achieved by setting up what we call "social automation rules". These are just like your regular workflow
Contact Alerts
Hi, Is there a way within Zoho CRM where I can be notified that I haven't reached out to a contact for a while and the system notifies me of that? I want to stay in contact with people but I have so many contacts it is easy to lose touch. I'd love to have a way where I can tell the system to notify me (in certain intervals like monthly, quarterly, etc...) to reach out to certain people. I would appreciate any help. Thanks - Eric
Newly created Group does not see profiles on phone app
Hi There I have created a new Group named doctors and cloned the Admin .The problem is that the assigned users (the doctors) can not see the system profiles under this group on their handheld ZOHO APP.I need help on how to restore this capability for this group.I have allowed all the necessary permissions for them to view,create,add,delete profiles. please help Thanks Adrian
Send data from Zoho CRM to Teamwork Project
Hello everyone, I created a function that is supposed to set up a milestone in Teamwork Project (from teamwork.com) but I can't make it work. I don't get any response code so I'm kinda stuck here, can anyone tell me what I've been doing wrong ? Here is the Teamwork doc, and the milestone reference. I noticed that Teamwork expect the POST request to be made with HTTPS, but the postURL doc from Zoho doesn't say anything about that, can it be an issue ? Thanks in advance Oh and here is the code : createTeamworkTask (string Quote_ID, string Auth, string Project_ID )
How to view overdue tasks in custom view?
I am creating a custom view for the Tasks module. I want my users to see all their tasks which are either due today or overdue (due yesterday or earlier). I can't see this as an option against the Due Date field and I can't edit the '${TODAY}' value. Can you help please?
One account, multiple companies.
Hi, Some of my projects involve multiple companies. How do I create one single account for a particular project containing contacts from multiple companies? Also there is a major time lag when I send mails to clients, also the reply mails are not received in the zoho crm, only in my mail id. Kindly provide me a solution to the issues above. Thank you.
One Company, has multiple locations
New zoho user. Not sure if I overlooked the information, but I am trying to add a business as a lead that has multiple locations. Trying to avoid having multiple leads with the same business name. Also, I see that you can add contacts after you convert to an account, but can you add multiple contacts when it's only a lead. Can someone help?
Fix Bugs, Implement Suggestions Instead of Adding More Modules
I have been using Zoho CRM now for 2 years. During that time, I have submitted bug reports as well as suggestions. While most of the bugs that impede operation do usually get fixed, the smaller bugs and suggestions usually don't. I understand, that every company has limited resources, but I wish that Zoho would take some of its resources it uses to create more and more modules and fix even the small (but annoying) bugs, and implement user suggestions. Just my two cents worth ... Oliver
Zoho Outlook
Hello, I have account owners who are restricted (in the modules permission) who can only see accounts that they own. They linked Zoho with Outlook. When they go to add in a contact and assign it to an account in Zoho, will Zoho know to link that contact with that account name, even if they don't spell the account name exactly word for word the way it is in Zoho? Also, if they have a contact in outlook that they are adding that happens to be for an account that they do not own, will Zoho at least
Customizing Zoho for an Insurance Agency???
Good evening, I own a small boutique insurance agency, we are looking at Zoho seriously, however during our testing phase we are not sure how to enter and manage our individual policies with each client. I would have assumed it would be under product, however there is either a user error (ME) or the product module is not going to work. The reason... I want to be able specific and unique information for each client including policy number and the rest of the info... to use the product module would
Workflow Rules and Read Only Fields
Hi All, I'm running a workflow rule to update a particular field on one of my modules. The field, ideally, would be read-only (user can read the value that the workflow rule sets the field to, but cannot change the value). Is the workflow rule able to set the value of that field even though the field is read-only, or do I have to make it editable? Any other way to accomplish a similar end goal? This script is a workaround in lieu of Zoho having formula fields that could display a value from a parent
Changing Contacts to different modules?
Is there a way to change a contact to be in the feeds module or in the lead or feed or accounts. Like an individual contact can I transition/import them through to different modules? If so how do I do that?
How to associate 1 contact with multiple accounts?
We have situations where one contact may own or need to be connected to multiple accounts. How does one manage such a situation. Thanks, Brad
Calculating Day difference between two Date Fields
Hiii Viewers, I have a doubt to calculate the difference between two date fields. Example, datefield1 = 01-Aug-2017 and datefield2 = 12-Sep-2017. Now how can I calculate the difference between these two date fields. Thank You
Zoho CRM activities in Gmail GApps
Hello, Is-it a way to show Crm activities into Gmail-Goggle Apps (for exemple sync Zoho task with Google task). Thank-you, Regards.
The E-mail Deny option has been enabled.
Good morning, I'm trying to send email, but a message appears warning: "The E-mail Deny option has been enabled." What can it be?
Creating views based on month
We have a need to create a view with products that are sold in the month of march, and so on... is there a way to filter this out. We have been using the date field with the hopes it could be used.
How to remind customer / account for replenishing their consumable product using last invoice date ?
I sell consumables for various business. I would like to send a reminder 30 days from the last invoice date of an customer / account. Any easy way / ideas to accomplish sending a remainder email to my customer 30 days from their last invoice. I am proficient in Zoho API as well, but have challenges on doing the above. Looking for some pointers / ideas to start coding it . Doesn't seem that they have an out of the box funtionality to accomplish this easily. Also, multiple field search query (where
Contacts not associated with any campaign.
Is there any way to see all the contacts that are not associated with any campaign in Zoho CRM?
Find leads that have a specific activity attached to them
Hi Folks, I would like to send an email template to a list of leads that all have the same activity (task). Short of exporting a report as a CSV that includes the fields I want and then using an external program to email, has anyone found another way? Thanks.
Changing owners with workflow or blueprint
On the sales team layout that my company has, potential ownership changes 2-4 times throughout our sales process. I am trying to use Blueprints to set up a system for lead retention from objections, but my problem is setting the ownership. The first sales person can hand off the potential to numerous secondary sales reps. Is there a way through either workflow or blueprint to have a way to set a new transition owner so that i can set automatic tasks/emails being sent out to the new sales rep? Is
Call Custom Function from API
Hi, A have a question that no one seems to be able to answer at zoho support (tried 5 times now) Is it possible to invoke a custom function via an API? I have written a custom function that has 2 parameters passed to it in order to perform the operation. I want an external website to pass those parameters and execute the function but can't find any information in developer documents to do this.
Food Delivery + ZohoCRM
I've been using the free version of Zoho for a while, and I think it's time to upgrade. I'm sure I might be doing something wrong or I'm lacking some features I deliver frozen food, 2 days a week. For this I create a new task for the contact who orders
Event Location not navigating to the map application in ios mobile
Hi, We have created an event in Zoho CRM with location details. In android mobile application, the created event has the location details with the link which redirects to the Maps application for the mentioned address. The same if we tried in the Apple IOS application, the link to the location is missing and is not directing to the mentioned address accurately. Can you please assist me in resolving this issue? Thanks for your time!
event invitations
Is it possible to customise the event invitation to include contact details etc?
want to use mailgun with zoho crm
Hi, Is that possible to integrate zoho crm with mailgun? I want to send my emails using my mailgun account. Thanks
Commission
Any plan on when Zoho could fit or be adequate to business that pays sellers by commission? I’m looking for something that would show the commission right after the sale in real time. Would it be nice? Easier for everyone to follow their performance through the day. What would it take for you to set up a link between the item sold, the seller code and the gain made by the individual or team? Lorts of companies needs something similar.
CRM Template Add Link is missing Selected Text option?
I am sure it was there when I was using CRM Plus. Now I am using Zoho One and it is gone. General Signature has 3 fields when creating a link. Selected Text, URL & Title (Tooltip) In Template adding a link only has 2 fields. URL & Tooltip. Button has all three but want a link not a button. Am I missing something or is this a bug or limitation or ...? Regards, Glenn
How do I add "&" in the subject line?
How do I add "&" in the subject line?
Receiving Email to my Potential
I'm sending emails from my Lead and Potential contact however I'm not receiving the email back in my CRM.
Deleting Contact from Contact Category
Haven't been able to see a way to remove a contact from a category in ZOHO Contacts.
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