RingCentral integration with CRM
Very happy to see that you finally have (Beta) support for RingCentral and got signed up for it today. One BIG problem is the RC (RingCentral) logs out in every few minutes leaving one to keep loging on to RC within the CRM interface. You need to extend the logon life of RC within the Zoho CRM otherwise it is simply useless. Rick
Territory Management, Assign Territories, "Mailing country" not available to create rule?
Hi, I am trying to get territories (based on countries) to be set automatically when I convert my leads to contacts. In the lead and contact I have the field "Mailing country" but to create rules I only have "Billing Country" and "Shipping Country" avaliable which is probably why my assignment doesn't work. How come I can't set territory based on "Mailing country" ?, Any workarounds
Activities - Sort by Time
Is there any way activities can be listed not only by date but also by the time of day (or reminder I guess). Although I know yes there are reminders that pop up in sequence I just think having the activities listed chronologically by time really helps in the planning of my days. Its also confusing when what you are looking as a call list doesn't reflect your sequence of activities in the day.
Campaign Formula - Conversion ratios
Hi, I would like to add fields in my Zoho CRM Campaigns to track marketing performance. Below are a few items that I'd like to track: - Cost per Lead - Cost per Sale - Profit per Sale - Response Rate - Sale Closing Rate Any help with a formula to do that? How can I create a formula to count the number of Leads and Sales? That is essential to the equation. Those metrics are featured in this third-party modified version of Zoho so I know it is possible: https://vimeo.com/123087304 Thanks!
Cannot delete a contact
I have been de-duplicating some contacts as I'm importing from many different files. I keep getting notice every time I check the contact and use the "delete" button on my contact view screen. So I checked the box on the notice thinking it would stop showing when I tried to delete the next contact but instread it has now prevented me from deleting and contacts. It's like the delete button on my contact view has now been disabled. Anyone come across this? So do I somehow need to switch the notice
Tasks - Assigning Tasks Dynamically
So right now, we only have the ability to assign tasks to specific users. Whether through a workflow, through a macro, etc. Well, recently in the Potentials Module (Which we call the Sales Module), we created a lookup field called "Case Manager". Then in order to assign each sale to a specific person, I had to create another module called directories and create all of our users in there again as records so that they could be selected. The problem is, tasks have to simply be assigned by user, not
Is it possible to see a table with the websit
Hi I want to see a list of my leads and next to it their website Is this possible or i need to click in to each profile back and forth? Thank you
Sharing issues with Zoho CRM Professional Subscription
I have problems sharing with other roles even on the same Peer level with Share Data with Peers on. I created groups in every combination possible "Role A" could not share "Role B " even on same peer level and Share data on . Can't configure "Data sharing Rules" because I have the professional edition. I even put both persons in the same role, activated share with people in the same role and still one user could not see other user leads. I'm in the initial stages of implementation, but is really
How do you import a list of tasks or events (and include a reminder or follow up)?
And have them associated with existing contacts? Looking to send a mailing to 100 contacts, then upload to zoho with a reminder to follow up.... thanks
Outlook Plug in Security Architecture
Our user base has requested the Outlook Plugin for CRM. I am trying to determine how the plug-in communicates from the client install to the Zoho servers so that I ensure that it is being done securely. I am guessing it is using web services over SSL, is anyone able to confirm this please also how does it authenticate to the servers? Many thanks in advance.
Nothing sync between Zoho invoice and crm
Firstly some of my contacts on the invoicing app transfered on to crm but not all of them. I decided to delete all the contacts on CRM and re sync between the two apps didnt work. Item section has same problem.
Outlook Contact Sync - Only Syncs Records Edited in Last 3 Months
I have just been advised by Zoho support that the Outlook plugin that syncs contacts from Zoho to an Outlook Contact folder only syncs contacts that have been edited within 3 months. We are trying to get our team to use Zoho CRM and sync the full contact list to their Outlook system so that they always have full contact details for all our clients on their phone. This worked OK when we first setup the system - but over time as we add new users to the CRM system and these new users try to sync all
Customizing Leads Form
Please let me know if this is possible to customize, if so how? A Tech type of role user can When creating leads - Enter leads with field PHONE When viewing leads - Cannot see the PHONE #
Having trouble adding my name to the Acct. Managers list on ZOHO
Hoping someone could help answer this question. Trying to get my name added to the account mangers list when creating new contacts.
How can I edit which columns show when I click on the leads module?
Hi, I'm trying Zoho CRM for the first time and I'm enjoying how customizable it is. However I seached how to customize which columns show up when I click "leads" and the only thing I find is how I customize which fields show when I edit a specific lead. To clarify I want to show different fields on the list of leads. What am I missing? this is surely editable... thanks, André
How to sync Zoho CRM calendar event with apple Cal?
So far the only information on your site help me to sync Zoho CRM Cal with Zoho Cal and then Zoho Cal with Apple Cal and is working fine, but it does not sync the Zoho CRM cal to Apple Cal. Any advise on this matter? Thank you in advance
Zoho should add web-forms to collect VENDORS register data
Because of VENDORS is the key module to create the order forms, billing actions, and products porfolios, It seems no be not useful that internal Zoho-CRM webforms just include <leads>,<account> and <cases> modules integration, but no <vendors> . I know I can create a custom module to collect data from it by using an external Zoho form, but the CRM integration is not possible to vendors module, so, and because the importance of VENDORS capabilities (associating them products, tracking orders, and
Not sure how (or if) this can be achieved.
Hi I have potentials which are essentially yearly energy contracts, monitoring the sale of the contract and ultimately the contract going "live" with an energy supplier. What I would like to achieve is that once a contract is live a monthly email reminder is sent to a person reminding them to read the electricity or gas meter and forward the reading to their supplier. The person may not be the contact on the potential as it may be a person in a remote location. Therefore is a company has twelve
Zoho support center: accessing the "My Requests" section
Hello, I've been submitting a few tickets through the portal at https://help.zoho.com/portal/newticket to which I got replies. There are a few which I'd like to check onto, and/or follow-up directly on the web rather than waiting for the email to come across. On the support portal there's a link "My Requests" which sends to a login page. I tried there with my Zoho CRM credentials but it kept tell me invalid username. I then tried to recover the user's password, and the page told that the username
Formula Custom Fields
I am trying to use a Custom Field (which is a formula) in a calculation for a second Custom Field and I am getting a Syntax error. See below -- How come I can't use a Formula Custom Field?
task notification for call backs
I am not getting any notifications for call backs and i have scheduled the tasks even though I am not getting any notifications how can I get, please help me to solve it.
Can I change the preset lead details?
HI, I am currently working with over a 1000 possible leads in Zoho, and would like to know if it is possible to set a custom lead display for ALL of my leads. I know that I can click each individual lead, and then "organize lead details". However, I have not found the ability to have this applied to ALL of my current leads, and going through each individual one would be a huge time commitment. Many thanks, Thomas
Changing User Permissions
Hello, I started the trial for my company and we like the solution and plan to move forward. I now need to change permissions; I need someone else in my organization to be the Account Owner for Zoho and I will be the administrator. How do I assign someone else to be the "owner" of the Zoho relationship and me as the administrator? Thanks, Tim
Account View -Standard User cannot access or view accounts
I have an issue where a Standard User cannot see all Accounts- only ones which have bee created by them or assigned to them. How do I get them to be able to see all accounts? This is a showstopper for us to continue usage across the company. Please let me know how to resolve as both Super Admin & Admin dont have this challenge,
Is there a way to develop automated sequential numbers for contacts in Zoho
I would like this to appear in our contacts field - so whenever a new contact is created it will offer an automated number
Can users have reader rights for one territory, but editor rights for another?
Hi, Is there a way of giving users within the Australia territory visibility of the UK territory contacts but no edit access? So the Australia users need read only access for the UK territory , but they still need to have read / write / delete for Australia territory contacts. Please let me know. Thanks, Nicole
RE EMAILS THROUGH ZOHO
Hello there, can someone tell me how to add in different email addresses when one is sending email if one is working for different companies and sending emails to their potential customers is this possible with Zoho and if the email is a gmail email address etc etc? Thanks Regards from Wendy
Intelligent Time Based Workflow Actions idea
I run a fairly successful eCommerce store and have an idea that would certainly help out a number of like minded eCommerce websites. We sell products that have a certain life expectancy due to their daily use. We sell varying different quantities of the same product to our clients, so we can easily work out how long this product will last for. Let's take an example. A person buys 6 months work of product. So we have set-up the following time based workflow actions. 1. A thank you email is sent out
Exporting leads from Zoho CRM to clients Inside Sales CRM
I need certain leads that come into my Zoho CRM to get automatically exported to my lead buyer's Inside Sales CRM. How can I go about doing this? Only certain leads with particular field entries will need to get exported.
Chronological date for open tasks
How does one get the open tasks window to continuously display the tasks in chronological order? When I login and when I return to the task window (home) the tasks revert to the order in which they were entered. I can get the chronological order by clicking the date, but need to do this every time I return to the open task home page. Is there a way to make chronological order the default? Thanks
CRM setup
Hi I am really new to this CRM so would welcome advice on setup please. I am a funeral minister and require all my clients/contacts and leads to be on the system. My business is simply in that I have funeral homes as my customers, within my customers I have their clients to attend to (the actual family of the deceased), and I also have new potential funeral homes I want to deal with (presumably these would be 'Leads"?) Before I go entering data like a mad man I just want to get the system right
How can I have lost leads not show in leads section?
I would like my lost leads not to appear--maybe diverted into an email campaign how do I do this? thank you
Formula syntax
Hi this is a Zoho example script. When I try and run it I get a missing braces syntax. Can anyone help please If(Contains(${Leads.level},'A'),Adddate(${Leads.Start Date},14,'DAY'),If(Contains(${Leads.level},'B'),Adddate(${Leads.Start Date},10,'DAY'),If(Contains(${Leads.level},'C'),Adddate(${Leads.Start Date},5,'DAY'),Now()))
Import templates
Hello, I'd like to import 30 mail templates in my zoho account. The problem is the templates are saved in the inbox folder and not in the "template folder". Is there a way to solve this? Many thanks
Contacts
Hi, when I import contatcts into zoho crm they are display in contact section showing name before surname. How can I have therm shown with surname before name?
Where is the "all IMAP users" option in emails
Emails allowed previously to see simultaneously all IMAP users. But this function has disappeared and only after selecting a user you can see the email exchanged. Is this a change from Zoho, or a setup I can re activate. This functionality is very useful to have an overview of all communication done between our company and the contact....
Can't send Mail
In Contact Modul, send Mail, the Mail windows open but i can't write a text in body of mail. It sucks, please help.
Required Field ?
Can you change a required field to not a required field? For example: : Last Name in leads module
Urgent feature request: ability to hide disabled modules and menu!
Hi, I have an urgent request before deploying Zoho CRM in my company. All profiles and roles are well defined and all customizations required have been done. The big issue is that my end users are frustrated by so many features displayed but with message : 'Insufficient Privileges to perform this operation' each time they click on disabled functions. Exemple: On the homepage "upgrade" and "setup" are visible for all users but only used by administrator. I looked for in all setup screens and documentations
Workflow trigger
Hi, I would like to have a workflow rule in projects that is triggered by the follow-up date. I want it to keep going for all projects and be triggered the day to two days before the follow-up date occurs. So the rule would have to be something like Next follow-up is tomorrowplustwo or todayplustwo...
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