Do assignment rules work during Survey to CRM integration?
"Assignment rules can be used for the records generated through import tool and Web-to-form only." So, does this mean my assignment rules won't work for Survey?
Emailing Contacts based upon Account criteria
I need to be able to email certain contacts. However the sorting and criteria is based upon fields in the accounts module - not contacts. Example: We use Factory Representatives to sell our product. On the account page it has fields called: Account Type = Factory Representative Status = Active There are many contacts that belong to the above account and those are who I need to email. These fields do not appear on the contacts pages since Account is the one that determines the "Type" and "Status".
CONVERTING EMAILS INTO LEADS
How can I convert emails I receive into a lead?
Account emails
Hi, I've noticed a serious flaw with how Zoho works currently. I've added companies I want to work with in the Account module but don't have any 'contacts' within that company (account) as I don't know anyone there yet. I need to mail their contact mail address, usually hello@companyname.com or similar. Zoho has no way of adding a company address and sending a mail to introduce myself. It can only deal with people within the company. I've been told by support that I have to ring up the company and
Implement a Leas Assignment Rule inside a Workflow Rule
I am a user of several Zoho modules. Currently, we are using Zoho Forms to take inquiries on our website, and sync with the CRM with Trigger Workflows. The workflows send some emails and it works fine. But then I need to add to that workflow rule that the Lead Owner be assigned via a round robin Lead Assignment Rule. Zoho allows this to be done very easily with the default CRM webforms, but not Zoho Forms. What appears to be the specific need is that the "Edit Workflow Field Updates" dialog
ZOHO App Calendar
I am trying to export my zoho app (CRM and Recruit) to my Outlook calendar without downloading the app.
Free/easy solution for Click to Call - linking Zoho CRM to other VOIP (for those who cant use Zoho phone bridge or Skype link)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Free/easy solution for Click to Call - linking Zoho CRM to other VOIP (for those who cant use Zoho phone bridge or Skype link)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Webform - email delays
We are experiencing lengthy delays with confirmation emails after submission of Zoho CRM webforms. Are others experiencing these issues? Zoho what is your response? - do you have any of your own monitoring to alert you/measure status?
zoho phone bridge calls not getting connected to extension setup at phonebridge group
Dear Support, I setup phone bridge as per the instruction given in the docs(https://www.zoho.com/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html?src=product). Every time it shows calling pops up but it never rings at my extension. Here is the log file : Mar 29, 2017 7:24:43 AM com.adventnet.wms.servercommon.taskengine.TaskManager initialize INFO: Task Manager intialized {zoho=Task Engine : zoho - 500 - 2, tele=Task Engine : tele - 500 - 2} Mar 29, 2017 7:24:45 AM asterisk14.com.zohocorp.zoho.ztiimpl.ZTIAsterisk14Impl$AsteriskEvents
zoho.email-view.com Not Working - URGENT PLEASE!!!
zoho.email-view.com is not working ... none of my emails are working - this needs fixing ASAP please
Insert into field value (Custom module) data from api web
hello I am new to ZOHO CRM I have a field named Dollar in a new price list module I created. And I want to update it each time by the creation date of the record. I have an address: Http://query.yahooapis.com/v1/public/yql?q=select * from yahoo.finance.xchange where pair in ("USDILS") & env = store: //datatables.org/alltableswithkeys Which returns me to XML. this way: <Query xmlns: yahoo = "http: En-US "> <Results> <Rate id = "USDEUR"> <Name> USD / EUR </ Name> <Rate> 0.8923 </ Rate> <Date> 6/19/2017
Como agrupar a posibles clientes para e-mails masivos
Debido a que el CRM solo permite enviar 1.000 correos por dia, quiero saber como crear listas de mis posbles clientes Ej: Lista 1 los primeros 1.000 leads. y asi sucesivamente, De modo que al enviar una publicidad solo deba elegir una de esas listas, y al dia siguiente poder enviar al resto de los leads. teniendo control de a quienes aun no he enviado el correo. Muchas Gracias
Login Screen Black
My CRM login screen is coming up black. Can anyone help?
I need to mask part of account number in inventory template
Hi, I have an inventory template in my CRM that I send to clients, but the automatic invoice number created by Zoho is far too long for most of my clients payment systems and they always miss off end digits so hard to match up. I don't want to re start the numbering - can I just reduce the number in the template to show only the last 7 digits. Invoice: ${Invoices.Invoice Number} Can I Make a simple edit in the HTML editor to show just the last 7 numbers of the account number?
Question about "IF" Formula, help needed...
Hello, I'm not a coder so id appreciate some help with the following requirement. What i need is to create a formula where it checks if a certain custom field is empty and returns a string: "Status" Custom Field (Formula) checks if "vendor order number" (custom field) isn't empty, and if not it displays "Order Confirmed", It then checks if "Local Tracking Number" (Custom field) isn't empty and if not it displays "Shipped by Vendor", it then checks if "International Tracking Number" (Custom field)
how do we add industries to the industry tab in Lead Creation
how do we add industries to the industry tab in Lead Creation
Duplicate
Hello folks, I'm new to Zoho,but hoping to get quick answer here to help me out. Is there a possibility to automate a duplicate lead to be assigned to same lead owner if its within the the same 24 hours for example, (or not to be assigned at all?) Thanks Joe
Creator Summary Report export to HTML - can I change font size
Hi I am trying to use a record summary in creator and export to HTML - is any way to impact font size of some fields. Conditional formatting does not seem to allow this.
CRM home page not displaying
Currently when we try to access Zoho CRM All we see is the attached image. Is something wrong with the service?
Event view with location
After some great advice on here i realised we should use the Location on events to help us. BUT. i s there a way of showing the location in events on the calendar view with out clicking on the event. This would make appointment taking so much easier. We have been writing the location in the subject just so we can see it but that is rubbish. Hopefully this is something that we have missed and not a feature that is in the pipeline.
Mail aliases
Hi! I have connected Zoho CRM with my mailbox via IMAP. This mailbox has a few aliases and I am not sure how to access them. They work but when testing them with mail-tester.com, they get a score of less than 5. It says the Sender ID does not authorize the server to use that address. Is there a way to authorize the use of aliases? So far I have tried to add them with "Organization Emails" tab and "Email Settings > More From Address" We do not want to migrate the mailbox from our own server to Zoho
Why the delay between Zoho Mail and Zoho CRM on inbound email alerts?
So when I have my email set to be received in Zoho Mail and Zoho CRM. I will receive an email and receive the alert from Zoho Mail, it will be received and Zoho CRM too...but here's is the problem. I do not get an alert on the top of my screen for some time. The delays are significant and make working in CRM exclusively a hassle. Paul
Feature Request: Clone Quote in Custom Function
I would love to have the ability to Clone a Quote or Work Order from within a custom function (Deluge) or button's custom function. My customer is asking for this so we can do scheduled automation.
Notes Component
Is there a component for notes to be place at home page?
Assigning multiple layers to a lead source
I"m a trial customer on the PRO edition and I had a couple of questions before we decide to purchase Zoho. Question(s): Our go to market module relies heavily but not exclusively on referral partners that we name "affiliates". As we enter a lead, we will categorize the lead source as "affiliate" (when appropriate). We will have many leads with this categorization. There will be many leads assigned to an individual affiliate, therefore we want to add a hierarchy under "affiliate" to be able to track
formatting button to link survey to template
I would like to use a button in my crm email template to link to survey. The only way the survey link seems to work is as text and if I format the text in any way it loses the link. Is it possible to create a button and connect it to the survey?
Api /Contacts/searchRecords search on date?
Hello, How do I search based on a contact date field please? My date field is called "Contact Created" I have tried: Using php, I have tried: $datetime = date('m/d/Y H:i:s', strtotime("-1 day")); $search_criteria = '(Contact Created:' . $datetime . ')'; But it does not work! Also, is there anyway to get the results of a custom view, as that would be another great way to get today's contacts.
Integration with Asterisk not working
HI, I have integration with asterisk, i can click to call outgoing but when the call is answered the Zoho is still under calling... Regarding incoming calls, there is no popup on the screen. Please let me know where i can send you the configuration or log files. Thank you Please advise.
We got failure code 4891 from zoho api. What does it actually mean??
Hi all, We have got 4891 as Zoho Failure code while using the zoho api. I couldnt found the description about the error in documentation. can anyone help me what it is actually about.
Default Date/Time Format for Import Function
Why is it not possible to set a default Date/Time format for ALL Imports, OR have the Import function remember last used as it does for mapping of import file OR have the CRM use a Date format based on the Users Personal Settings? Every day I have to ensure I remember to set the correct format !!!
How to add leads from website to CRM by setting up a form thru Zapier..
Can someone please help me i am losing my mind i have tried hundreds of times to use the zapia UI to connect my web forms to my zoho crm account. it seems to get as far as building the account but no lead gets transferred.. mattter of fact it seems to skip the step where i am supposed to match the fields in the zoho crm to the fields coming in on the web.. I have been able to make the webform method work however i cant use that due to other problems..I tried the API but that did not work for me
custom functions
I need to customized quote in CRM,
quote format with Tax in printing
I need this format in Zoho CRM when the of printing.
PROBLEMS WITH ZOHO CRM AND SERVICE
TOO MANY PROBLEMS I am a ZOHO Alliance Partner in Australia. We are having so many problems with ZOHO recently it's certainly not funny. Last week we were told we couldn't get the assistance we needed from ZOHO during Australian business hours. We are about to take our 17 ZOHO clients and our own account to another CRM platform. John Chambers john@dynamicbusinessdevelopment.com.au
Lead Source not showing in pipeline, homepage or reports
Hello, on my first support call to Zoho the other day they had me delete the Lead Source module from everywhere and create a new Lead Sources module. Now my pipelines on the home page do not show any lead source and all the reports show a column for Lead Source that is empty with no way to change this. I cannot change the module back to Lead Source because it says there are already instances of it (there aren't, the zoho customer service had me delete them). So now I cannot generate any accurate
Reports and Pipelines NOT showing Lead Source
Hello, on my first support call to Zoho the other day they had me delete the Lead Source module from everywhere and create a new Lead Sources module. Now my pipelines on the home page do not show any lead source and all the reports show a column for Lead Source that is empty with no way to change this. I cannot change the module back to Lead Source because it says there are already instances of it (there aren't, the zoho customer service had me delete them). So now I cannot generate any accurate
Looking for editing templates- Adding the tax for each product.
I am looking for add product tax information in the template for client but cannot add itas i dont know html. Can anyone know how to do that?
Give a proudct a status for a lead?
Hey all, quick question: I'm trying to figure out if something is possible with Zoho. I have users which come in as "leads", which then attend an event (which I've renamed from Product). I can add the event to a user to show that they will be attending the event. Is there a way to customise that link, however? As in, each user will not be up to the same stage. I would like to be able to show that this user is going to the event, but as "Unpaid" for instance, or "Rejected" or something like that.
Create status field on product
Hey all, I've got leads who are given products in the CRM website, and I can add them to leads easily enough. What I need to happen, however, is that different products have statuses unique to that lead. For instance, user1 and user2 have product1 added to their lead accounts. At this point, maybe user1 is up to "paid" for product1, but user2 shows "rejected". Is it possible to have individualised fields on products? From what I'm doing now, changing any field in the product changes it for everyone,
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