Zoho Alerts
Hello! We are trying to set up an email or desktop alert to remind our agents to call customers on certain dates, but they just don't work how they are supposed to be. We have already created the field on the invoice tab wich asks for the date to be reminded, we set up the date but nothing happends when the day comes, UNLESS you open the invoice thats when Zoho sends the email reminder. So basically, the feature works but only if you open the customer invoice, wich is useless we need it to be automatic
Staying logged in
Is it possible for our users to stay logged in all day on Zoho Enterprise CRM? Is there a maximum time window before a user must sign out? Relatedly, does Zoho care if users Sign Out vs just x out of a session? Thanks!
Mass Emails
Hi, I am in the process of trialing Zoho for my business and I am wanting to send out mass emails The emails however only seem to go straight to a junk box How do I change this? Kind Regards
Better Way of Grouping Contacts by Project?
Hi, Does anyone have a good way of grouping contacts that may span different accounts for various projects? An example is below. Contact: John, Account: GM Contact: Jane, Account: Honda Contact: Joe, Account: NASA I may have a project - such as the development of a liquid nitrogen fueled car - that involves Jane, John, and Joe. I may also have a project - such as a big camping trip - that involves only Jane and Joe. Currently, the only way that I'm tracking such "projects" is by using the Product
NEXT BUTTON
Is there a way to assign a random contact when clicking the next button under leads? Or possibly Next Record based on Not Contacted Status? Thanks!
Formula to Calculate the Renewal Date is not Working!
I have created a formula field to populate a Date for Renewal but it is not working. I keep getting an error. This formula works great in my SFDC instance but it will not work in Zoho! DATE( IF(AND(MONTH( ${CustomModule1.Effective Date}) = 1, DAY( ${CustomModule1.Effective Date}) = 1), (YEAR(${CustomModule1.Effective Date) + ${CustomModule1.Years Committed} ) - 1,(YEAR( ${CustomModule1.Effective Date} ) + ${CustomModule1.Years Committed})), IF(MONTH(${CustomModule1.Effective Date}) = 1, 12, IF(DAY(${CustomModule1.Effective
Can i downgrade from Enterprise Trial to Free Edition of Zoho CRM BEFORE the 15 days
Hi , Currently in the process of evaluating several CRMs. I want to cancel the trial and downgrade to the free version BEFORE the 15 days tryout. It is very important for me to test the functions of the free version . If there is such a possibility would be very happy if you help me . Thank you very much .
Managing Users
How can I view my sales agents calendars?
Multiple selection List
For a new field there are 2 options that interest me: one is list selection and multiple selection list, the latter as the name suggests is to select two or more options simultaneously, but it did not work, only works like selection list, why? For example for a contact I create a field called "campaign of interest" and here I put several options X, Y, Z, A, B, C, then there are contacts that applied to XY, others for A, B, Z others, etc. But when selecting any option only allows a choice if I want
contact synchronization zoho crm and zoho mail
How to Synchronize contact between Zoho crm and Zoho mail
RE: How can I export data with the attachments to the individual record/contact/lead?
Hello there, I'm trying to export data from the CRM but I would like the export also to include the attachments to each individual record such as any emails sent to this record or any attached documents. Is this possible in any way? Thank you for your help!
Can I export all of my contacts in one go?
Hi, we have around 3000 - 4000 contacts, but the reports module only seems to allow me to export 2000 contacts. Is there a way round this?
Zoho Leads Error
Hello, I logged into my CRM today, and the fields "name" "email" "contact" etc. have been changed throughout all my leads. I think this is an error with Zoho, as I had issues logging in on Friday and now I see the error. Thanks,
Why does Zoho adopt such archaic limitations on Export criteria?
I have been trying to overcome the ridiculously limited capabilities to export leads within Zoho CRM. Zoho limits export from the data base to the first 3000 records. Why 3000 records? Why the first 3000 records? The data file sizes are generally relatively small. Why would anyone choose to export the first 3000 records of a larger file without the benefit of a selection process? Even CRM applications in the 90's never dreamt of such an arbitrarily useless approach to exporting data. Moving on
RE: Is it possible for a CEO/Manager to share his data/contacts with some of his subordinates?
Hello there, I'm currently using the Professional account in Zoho CRM and I'm trying to figure out the permissions and access to data. I've read almost everything in regards to this but I still get confused by who can access what information in Zoho. So let's say that a CEO (Admin) and a Manager (Admin) wants to share only certain contacts/data with some of their subordinates, how can I achieve that in a Professional Account? Also, if I have a group of people who have to be able to access certain
import problems with closing date format
I exported all the potentials to a spreadsheet from Zoho, made changes to certain fields and now on trying to import.... nothing will be accepted due to the closing date format. I did not change anything in this field! All other date fields are being accepted as eg shown: 2014-07-25 This is in the same format as was exported so why is there this bug? I cannot change the format in open office to being dd/mm/yyyy... it just stays the same when I try to format the cells? i don't want to have to individually
Can't delete notes on sales account profile
Hi there, One of my users can't delete notes on one of his sales account, even if he belongs to a profile with the permission to delete notes. I've double checked under the Users & permission tab. He has no trouble with delete the whole sales account, but when he press delete note he gets the following error message: "Insufficient Privileges to perform this operation. Contact your Administrator." What do I have to do to give him permission rights to delete notes? Please help! Best Regards, Emma
Notes Field
How can you insert notes from a particular lead into an email template. This is crucial as you need to be able to see what was discussed, if it is being emailed to a manager.
Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website Aros Business Academy. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Adding Contacts to Potentials
Is there a way to add/link specific Contacts to specific Potentials? I can utilize the contacts feature in Accounts, but is there a way to link those and add to on specific potentials? I work with home builders, architects...etc. They are my Accounts, but when there is a potential, we may get introduced to a homeowner and we want to track their contact info in relation to that potential. I hope I haven't confused you too much. Thanks for your help. Craig
Web to Lead
I am planning on having several different campaigns running at the same time, is there a way to identify which lead comes in from each campaign? Can you tag the form Campaign X, so that when the Lead notification comes in I know its from that Lead Source? Thanks Karl Karl Woolfenden
Adding e-mails to Zoho CRM Contacts without Zoho Mail?
How do I: 1) add new contacts by email from any mail program? 2) add a new note to a Contact by email from any mail program? Being a long time Highrise user, I'm trying to upgrade to Zoho. One key feature of Highrise for me has always been the opportunity to add an email to a contact by just BCC my personal Highrise Inbox when sending a mail to a contact, regardless of what mail app or provider I'm using. Highrise just checks to recipient and adds the mail to the related contacts notes feed. The
As a super admin, can I add events as another user?
Is it possible for me to create events under the name of another user? It would be useful to be able to log events on behalf of the directors etc rather than them having to do it themselves.
update creator via webhooks
Hi, I am trying to update zoho creator from crm through webhook. I have finished all the setting. But the data is not updated in the creator. My Xml String code looks like below. <ZohoCreator> <applicationlist> <application name='crm-contacts'> <formlist> <form name='Add_Contact'> <update> <criteria> <![CDATA[(Email==${Contacts.Email}]]> </criteria>
Limit in Data Storage in Free Version
In the Data Storage (All Modules), I noticed a limit of 25,000 in Free CRM module. Is it bytes of data, characters or records? Could you pls. explain with an example? I have attached the screenshot as well. Thanks Regards, Amir
Add A Related List
I'm trying to add a "related list" from Zoho Recruit. It gives me the option to add the associated job openings under an account but the authtoken keeps coming back as invalid. What is the proper way to get this to function?
Are you using ZOHO CRM for a B2C coaching/consulting business? Let me copy your customization!
I'm hoping to use ZOHO CRM to keep track of my life coaching clients and the default settings are WAY off. If you're in a similar industry and have customized the leads, potentials, contacts, and accounts tabs in a way you like, please be in touch. It would be a huge favor to use "copy customization" with your setup instead of starting from scratch. Many thanks! Peter
Zoho CRM on Samsung tablet - Missing icons
Hi On the home screen of Zoho CRM with all the little icons, there is a lot of tabs not present. Things like sales orders, invoice, Activities are not present! Is it because its displaying on a tablet or has it not been developed for these devices?
Issue creating Potentials records using Zoho API
Hi , I am using Zoho API to insert Potentials records into my Zoho Account. My problem I am getting the success to insert the records using the API only two fields. I am passing other parameter in XML post URL but only two fields is insert other form fields still reaming empty. Here my XML URL $xml=<Potentials><row no="1"><FL val="Potential Name">John</FL><FL val="Stage">Needs Analysis</FL><FL val="Contact Name">Smith</FL><FL val="Closing Date">18/09/2015</FL></row></Potentials>; $post_url
Disable standard filter in ZOHO CRM reports
Hi, I do not want to use the standard filter option in ZOHO CRM report as I do not want my data to filter by last activity time. How can I disable it ? Also, what is the relation between my standard filter and my first advanced filter. Is it an AND condition or OR ? Thanks
Zoho CRM and Mass SMS
Is it possilbe to use the mobile numbers held inside Zoho CRM and send promotional SMS messages to the leads or contacts.
Look up field in Web form
Hi all. I'm creating a web form, from the Contact module. In the Contact layout I have made a custorm "look up field". Now when creating the web form, the look up field is not an option to drag into the web form. All the other fields are there, except the look up field ? Is this because look up fields can't be in a web form or have I done something wrong ? Please advise, thanks. BR. Soren
Ringcentral Calls Not Showing Up In Activities
Example: We got 1000 Calls today through ringcentral...but activities tab for todays calls on zoho crm is showing that we only got 200 calls? What is going on?
Mismatch between output from Zoho APIs and Zoho CRM for simple queries
Hi, I need to pull simple data from Zoho CRM like trial start and end dates and lead status for which I am using API getMyRecords . However the results I get from these APIs is different in count then when I view it on the Zoho CRM applying the same filters ! . For Eg A query of trial start date = current month & lead status doesn't contain blowout gives output as 35 in API run query and 24 in Zoho CRM view when I apply this as a filter. ( screen shots attached) Also though records in Lead module
Mismatch between Zoho CRM query and API query output
Hi, I need to pull simple data from Zoho CRM like trial start and end dates and lead status for which I am using API queries like getMyRecords . However the results I get from these APIs is different in count then when I view it on the Zoho CRM applying the same filters ! . For Eg A query of trial start date = current month & lead status doesn't contain blowout gives output as 35 in API run query and 24 in Zoho CRM view when I apply this as a filter. ( screen shots attached) Also though records
Email Report?
Hello, Is there a report that can be pulled for emails sent from the previous day, or custom date field? Thank you in advance.
MS Exchange
Can i integrate MS Exchange mail in Zoho ? We use multiple email per user and per unit. if this is not available this should be a future and very important integration
Changing Lead Owners
I currently have over 40,000 listed under my name and need them switched over. Is there anyway to do this other than 100 at a time. I am not able to sit here to do them 100 by 100. It has taken me over an hour just to get 10k transferred. Please advise!!!
Gmail integration Attaching internal emails - no summary of communication
We have configured the email Gmail integration. Couple of issues: We have excluded our internal domain so that internal emails are not attached as it is explained. Everyone's internal emails are connecting to the individuals contact record. If the exclusion domain is set, why is this happening?? Not being able to see a summary view of the email communication is a waste. I have 5 users, I need to use the drop down to maneuver through every choice and keep track - to see the actual communication
Territory related report
I am facing difficulties to create the following similar reports: Average Order (Invoice) Value by Territory Total (SUM or Value of all Invoices) Invoices by Territory Monthly sales by Category (this is a Territory field) All the above three reports are directly related to the Territory. Please note that my clients does not use Potentials module. To create the 3 reports - I have tried to make roll-up-summary of Grand Total in Invoices module and store those values in Accounts and Contacts module.
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