A New Bunch of Enhancements for a Better CRM
We bring to you enhancements in various areas across Zoho CRM including Zoho Survey integration, inventory management, activity management, visitor tracking and website integration. Read on to know more! Automatically update CRM records with Survey Responses Zoho Survey integration with Zoho CRM gets more powerful with the introduction of this new feature. Besides viewing Survey responses contextually, you can now have your CRM fields updated automatically with the appropriate Survey responses. You
Reports on other users
I have permission to see all of what 2 sales people are doing. How do I create a report that gives me the leads, accounts and last edited date of their leads/accounts.
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Can anyone help me, My email template was working but now it giving the above error will i attempt to save a template Ger
Notifications - Can we get a notification when a colleague asigns a lead to me.
Hi, Can someone help please. When I'm adding leads to the Zoho, I will be assigning them to colleagues. Can they get a notificatioin to say I have just assigned a lead to them. Thanks, Kylie
Email new Notes
Can someone tell me how send a new note to my colleagues? Is there a feature in Zoho for this?
CASES by POTENTIAL
We are RENTING espresso machines. The process looks like this in ZOHO: 1. We rent a machine and a potential is created 2. When activities (service) are performed on the machine we make a CASE for the activity (ie. Installation, move) 3. CASE is associated with the machine user at the time (ACCOUNT) and the POTENTIAL (machine itself) Observation: - We can see CASES by ACCOUNT - We CANNOT see CASES by POTENTIAL Question: - On the POTENTIAL form is there any way to add list of CASES associated? Reason:
Oulook Add-in - no account associating with Outlook 'Sent' emails
I thought I set up the Zoho Outlook Add-in properly and set up the 'Sent' folder sync settings as stated in the instructions. If I send an email 'from Zoho', it does record the email under the 'email' section of the account. However, if I send an email out of 'Outlook' to an account I have in Zoho it does not associated itself to the Zoho account. In other words, it's not syncing with Outlook's 'sent' folder. And, in my testing, if someone responds to and email that I've sent out of either Zoho
API mime-type
Why is the mime-type in the header for the returned API set to "application/jsonp" as opposed to "application/javascript"? It is causing errors in AJAX calls to the API and renders the API useless for client side integrations.
What will hapen if...?
What will happen, if you would give possibility to the end users to create their own fields per record basis and than suggest only those field in the new record entry that have the highest reank in this record?
email template bug
I am trying to create email templates. i was able to create one, and every email template i make after that saves in the email template list, however when i do to create the email out of the contact call screen, only my original email populates the list
Can I filter which Leads a particular user can see?
Let's say that I have a "Region" field in my Leads and I always populate it with either "North" or "South". And I have two users: NorthManager and SouthManager. I would like NorthManager to ONLY see the Leads where Region is equal to "North" and SouthManager to ONLY see the Leads where Region is equal to "South". Is this possible? If so, how, please? [I couldn't see a way to do it in the Leads module. I thought Reports might work, since I could filter the contents of the Report and also only allow
CRM Products
1. How do I map Products between Leads, Accounts, Contacts & Potentials? What I enter in Products does not appear in Products elsewhere. Can’t seem to find anything in Help on this. Colin
Restricted access
Hi, I wonder if you can give access to only part of the contacts of my database to a user. Thanks!
converting several leads to one customer into ONE account
How do I convert several leads of the same company to One customer account?
Integration of Leads
We currently use a custom program for leads and will like to switch to Zoho. How can I ensure that all leads on the custom program will be automatically exported without me having to do it manually every time a new lead comes in?
Sort Functionality in Potentials View broken
When we sort in Potentials view, then hit next page, the sort order is broken and when you resort, it goes back to first page. This is a new problem, in last month. I have noticed it on several browsers, over several machines.
2000 Row Limit
Are there any plans to increase the 2000 row limit for a single report? This is causing me to have to run several reports and then append them manually in Excel. It seems that Zoho should allow for more robust reporting capabilities than a measly 2000 rows.
Contact Name instead of Contact ID in send mail
Hi I created the following custom function, the issue not is in the mail in Nombre Paciente I am getting the name ID instead the string, how can I send the string name instead de number id?: void workflowspace. Completed_Tasks ( string NombrePaciente , string EstadoTarea ) if(input.EstadoTarea.matches("Completada")) { relatedTasks = zoho.crm.getRelatedRecords("Tasks","Contacts",input.NombrePaciente); numRelatedTasks=relatedTasks.size(); if((numRelatedTasks % 5) == 0) { //múltiplo de 5
How can i fetch all related records at a time from zoho crm?
I need to fetch all related records from zoho crm. Exaple: From leads module by using lead_id I need to fetch all related records like Campains, notes,Accounts etc at a time. Is this possible?
Need Dashboard to show "Potential Sales"
Looking for a way to create a chart showing potential sales by account in my dashboard. I don't see a way to do this from the dropdown list. Can this be customized somehow?
Contact ID instead Contact Name in a custom function sending mail
Hi I have the following core in a custom section, it is working as expected but the contact ID is sent instead of the contact name. How can I fix this? Thanks in advance! void Completed_Tasks ( string NombrePaciente , string EstadoTarea ) Edit Arguments if ( input.EstadoTarea.matches("Completada") ) { relatedTasks = zoho.crm.getRelatedRecords( "Tasks" , "Contacts" , input.NombrePaciente ) ; numRelatedTasks = relatedTasks.size() ; if ( ((numRelatedTasks % 5) == 0) ) {
Setting up CC and/or BCC for automatic E-Mails
Hi, I am not finding a way to realize the following: I have created a web form, which sends information into the leads section. When sending the form the sender receives an automatic E-Mail acknowledging the receipt. I would like this E-Mail to also go to a BCC destination for quality control purposes. How would I set this up? Thank you for your help! Tobias
Zoho CRM and UI?
Hello, I have a question regarding the UI of Zoho CRM. As far as I remember, it has not changed for a long time. Are you planning to upgrade it and put in line with the other apps? Thanks
outlook 15 for mac
when is your outlook for mac plugin going to correctly work with outlook 15 for mac (currently emails cannot be added if they have attachments)
Odd Recurring Event Behavior
Very strange behavior when creating certain custom recurrences on events. Give this a try. Display any CRM contact record and create a new event. Set the date to May 4 (first Monday in May) Set a recurrence with these properties Repeat Type = Custom Frequency = Monthly Repeat on = First: Monday Ends after 2 times (any number is fine even 1) Click Done (in the recurrence dialog) and observe the starting date. It is now June 2 (the first TUESDAY in June). Click Save. The event is NOT scheduled in
How to create a field in contacts with the number of completed tasks
Hi I am having problems to cover one requirement: - I would like to send a mail once a contacts has multiple by 5 completed Tasks. I see the way to send a mail once every Task is completed, but I need multiple by 5. - I also need a field in Contacts entity to saw the number of completed tasks of this contact. If I could implement this field, it was easier to send the mail each 5 completed activities. I tried with a formula field but this only allow to choose fields of the same Contact entity. Could
CRM $ Fields in Email template not working
Hi, I created an email template and in this template I inserted some $ fields provided in the dialogue, for example ${Leads.First Name} When I am writing an email to a lead and then choose that template as a basis for my mail, the $ fields are not showing as the corresponding values, but as code ${Leads.First Name} What could I be doing wrong? Thank you for your help, Tobias
Creating a Task within a Quote
I am unable to create a Task within a Quote. The new Task button does not function.
Duplicated record on my Reports
Hi dear All, I have been trying to screate a customise report on my CRM to be able to use in a dashboard. I am getting duplicated records on my customised pipeline report. The same record is shown more than one or two times.. What could be the reason for it.. thx
data export
how do i export my contacts data?
Can I integrate paid account with free account?
I have one paid user. Can I integrate with another free user? add their profile?
Mailchimp and Zoho contact tags?
So each of our contacts that we have imported originally had a contact tag ID to separate them into a segment group in mailchimp. Is there no way to add a tag ID in zoho to my contacts that will sync with mailchimp to go into the correct segment group? I hope this makes sense. Thanks in advance for your help!
Only syncing select contacts with MailChimp
Hi all, I have two businesses and I keep accounts and contacts for both businesses in Zoho. I want to export/sync contacts with MailChimp, but I can't find a way to export only certain contacts with a specified list in MailChimp. In other words, I want contacts from my first company to be imported into List A in MailChimp, and contacts from my second company to be imported into List B in MailChimp. Is there a way to do that? Thanks, Steve
Zoho CRM and Mailchimp
Hi all, Thanks in advance for your help. I created one custom field for contacts / accounts and leads form in Zoho CRM. This custom field is related to the type of product the contact is interested in. There is 6 different type of products. What I want to do: When we add a contact interested in "Product A" in Zoho CRM, his email address must be added in a MailChimp List of subscribers called "Product A". I tried to do this with Zapier, but it looks like I can't add an option to tell the system that
Mailchimp API/Integration
So I generated an API key and plugged it into MailChimp - I got this error Error pulling Zoho Contacts Data: You don't have account in Zoho CRM [4102] Does the Mailchimp integration not work with Zoho Creator?
How to change the email address?
Hi, how to change the email address of xxx@zoho.com in the email to my primary email like xxx@gmail.com?
Import from salesforce
Hello, Is there an easy way to import your data from salesforce? David
Import tasks from Salesforce
Hy, I am importing my tasks from salesforce, all the parametres seems to be ok but when my import is finished, my taskes are not linked to any contact or any count... How can i link them to the good contact ??? Thanks in advance for your help
Zoho CRM QuickBooks Integration
Noticed that the supported QB versions are QB Simple and Premier 2008. Will this QB integration work for Canadian versions of QB as well? SmallBizOnline 360° http://smallbizonline360.wiki.zoho.com/Welcome.html
Quickbooks Invoice Date into Zoho
I've been able to import invoice info from Quickbooks into Zoho CRM, but I can't find where to map the invoice date field. This is pretty key, since the reason we want invoice data in the CRM is to have our sales staff have intelligent conversations about what the customer bought and when.
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