Date criteria by week?
We tend to keep track of things by week around here a lot, and I was wondering if it's possible to set search criteria for the previous calendar week. (Actually Saturday through Friday, rather than Sunday through Saturday if possible.) Obviously, the last 7 days is manageable, as is just rewriting the criteria each week to specify start and end date, but the ideal for us would be to have a way to filter, for example, closing dates in the previous calendar week automatically.
New Lookup Fields Needed to simplify use for ZCRM Mobile
As a salesperson I am often on the road and I use the Android App frequently. One of the aggravations I have is that it is not possible to call a person directly from a Potentials record. Instead, I have to select the contact name from the record and then initiate the call from the contact record. Then when the call is complete I have to modify the call log to associate the call with potential. I have to go through a similar process to send an e-mail from my mobile device. This process adds a number
Email notification when task is due
I know that Zoho will send out email notifications when tasks are assigned, but is there a way to trigger an email on the actual due date? I think such a feature would be very helpful.
Add multiple contacts or leads to a single event
I know this has been asked in the past and roughly three months ago it was mentioned that it would be addressed in future updates, but I'm hoping the more we discuss it or bring it up, the faster it will be addressed. It would be beneficial if we cold make this happen. We currently have the ability to add mulitple "invitees" to a single event, but the event will never show up on the "invitees" record, only the original record where the event was created. This means a completed event will never show
Closing Cases
Hi, I've been using Zoho for a little while now and I'm having trouble viewing all closed cases when I select the view option. All activities are closed within the cases and the case itself is marked as closed but it shows in the open cases. I have a couple cases listed as closed when it's still "On Hold". The "On Hold" cases don't even have activities in them, and I have other cases that are open without activity and is not shown as closed.. it's mixed around and is very confusing. I would think
CRM Leads - Email Client selection
Hi If you are in a Lead view and you select the email address of that lead it opens your default email client to send a mail. Using the 'Send Mail' option at the bottom of the 'Emails' Section it uses the ZOHO email interface. Is it possible to have both using the default client? If the default client is used I suspect the mail that is sent is not added to the Email history within ZOHO...? Thx Tom
Adding a product to a contact via API?
Hi, My customers purchase products through my website. I want to use the Zoho CRM API to update a contact's product list and add the new product, once the product is purchased. The products and contacts are already defined in Zoho, I just need to create a new record in the table linking customers to products (double lookup insert, but into which object? how?) Is there an API call for that? An example would be a great help. Thanks, Barak
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Zoho CRM case to contact
1. I use zapier to sync data from gmail to zoho crm. Is it possible that when I sync an email to create a new case it will also create a contact automatically. 2. Are there ways to automatically create either lead, contacts or case when there is an incoming email? Thank you so much
Zoho CRM - Google Contacts sync - multiple list sync setup
I have the Zoho CRm and Google contacts sync working - however I have a number of views within Zoho CRM that get changed regularly - what I would like to do is setup syncs from those views to groups within my Google contacts on a regular basis. I know this can be done automatically, however it seems as though you can only have one sync from one view setup at any one time. Is it possible to setup multiple 'view to groups' automatic syncs?
Mass field Update
I have a large list of accounts I wish to update the description field for. The text is saved in an excel file. Is there a way I can update this field without making a brand new account.
App closes when editing date in past event (iPad app)
I have duplicated this several times connected to wifi or not. If I try to edit details or change past date to a future date in the events tab, as soon as I choose the date & hit save, the app shuts down. No information is saved when app is opened back up.
Answering a customer case (trial version)
Hello, I am trying Zoho CRM using the free version. I cannot find the "reply per email" on a case. A case is created for a specific customer and notes are added. I now want to reply to this customer with an answer. The only way I can do that (as far as I see) is by clicking on the email address of the customer contact. That opens an email window. But the subject and the body of the message is empty. I want to populate the subject field with the case number and case description. I want to populate
Exchange plug in for CRM
Hi does anyone know when ZOHO CRM will have a MS exchange plug in?
Email Access Count
Hi We have just recently migrated to zoho CRM from another CRM system. One useful function to us from the previous CRM system is to be able to see if the email sent individually for a single lead have been opened and if it is, how many times it has been opened. At the moment I'm not perfectly educated about zoho CRM functions but I know it is present in zoho campaigns. We only need to see how many times the email has been opened by the receiver if it was received and would be great to see it in
Data loss during conversion
I have multiple leads that I need to convert and associate with one account. Let's say I have fields A and B filled in with different values on each lead, and this data is supposed to move to fields C and D for the new account. Zoho will only keep the data in these fields from the first lead that is converted, and will not update the values nor store them from what I can see. The lost data is not in the recycle bin area either. Is this stored anywhere in the CRM?
Zoho CRM for iPad
We are very happy to announce the release of Zoho CRM for iPad. With this native application installed in your iPad, you can access the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls and Cases modules. How do I start using this app for iPad? Start using the app in your iPad in three easy steps! Purchase the Mobile Edition licenses Activate it for the Zoho CRM users Download and install the Zoho CRM app in your iPad and start using! Do try this and keep your feedback coming in. Read more
Web forms - CRM
I am using CRM and Recruit. The Web to candidate embedded form looks and behaves like the original form in Recruit - 2 column. In CRM, however, this is not the case. I would like my web to contact/lead in CRM to be similar format to my web to candidate in Recruit. Is this a possibility?
New mails unread with Mail plugin in Zoho CRM
Dear team, We have the Mail plugin activated with Zoho CRM. We are linking it with Zoho Mail. Since Monday, I am noticing the numbers that are showing up next to the Mail icon. This is a nice feature. However, I have noticed that even though I have already read my emails on Zoho Mail, the numbers do not decrease in Zoho CRM. Does this mean I need to read my emails from my Contacts in Zoho CRM directly instead? Any suggestion? Best regards, Christophe Mendez | MZ Consultants
How do I categorise customers in Zoho CRM?
We have many different types of customers for the same products. It would be useful if there was a way of categorising customers so that we could report on invidiual customer groups. There does not seem to be this option, but I am a new user so I might be looking in the wrong place. Is this possible? Thank you!
New Vendor?
When iam adding new lead at that time asking "Vendors" Please view the attachmnet for more details..
Where to add a API into another Zoho CRM?
How to send data (leads) back and forth between 2 different Zoho CRM's. I have Multiple Zoho CRM accounts and I am trying to use the API to send data (leads) back and forth from them.
How do I get form data submitted through Zoho Sites into Zoho CRM?
Without going the long way through Creator? Is there an integration planned?
Reassigned leads lose activity history
We have reassigned some leads created by a sales person who has left to a new salesperson. When the new person looks at the leads they cannot see the closed activities (tasks) created by the previous user. How do we make sure these are visible to the new person?
2 Quick Questions
New user here...so a couple of quick questions: 1. On the home view I have it set to show Contacts, Leads and then the Tasks section takes up the entire bottom half of screen. I see a list of the tasks but not which Contact or Lead they are associated with, and since many of our tasks are repetitious it looks confusing to see the same thing listed over and over. Is there a way to show the Contact or Lead name as one of the headings? (right now those headings are Task, Activity Type, Start,
Lookup a custom field
Can I set-up a lookup field to find a custom filed in another module. For example in a Quote, I want to lookup a custom field called: "Customer Ref No" instead of the standard subject field? When setting up the lookup field I only get to select the other module, i.e 'Account' and it selects the standard field only. If not possible could I setup a look up statement to say if field = Account name then input the the Account Ref Instead?
Custom Fields Limit Per Field Type Not Allowed
I'm aware of the custom field limits per type; https://www.zoho.com/crm/help/customization/custom-fields.html#Custom_Field_Table Is the total limit cumulative or per field type? If I have 25 custom string fields and I want to add an additional integer custom field it doesn't allow me to and says that I reached my limit. Based on the chart I should be able to add an integer custom field since the limit is 15 and I haven't used any yet. Is this how it's supposed to work?
Zoho Maill Add-on with Zoho email account
I am a new user trying to configure my Zoho CRM account with my Zoho Mail account. I set these two accounts up independently, which may have been my mistake, but Zoho required a unique user name for each account. So now my Zoho CRM account has one user name, and my Zoho Mail account has a different user name. When I go to configure the Mail Add-On inside CRM, it displays a default mail address of <CRMusername>@zoho.com. This is not my actual Zoho mail address. When I click on the Add email account
Open Activities In Account
When I open the main account screen At the bottom is "Open Activities" Can I set this so it defaults to sorting by due date? Thanks.
Timezone will not change
the timezones are different (and wrong) on 2 of our user accounts. we try to change them but it doesn't save the amendment. any tips?
Custom Field Needed
I need a custom field that automatically calculates a percentage of another currency field we already have. For example, I already have a currency field called "Invoice Total". I need another field that automatically calculates 8.5% of whatever amount is entered into "invoice total" Field. If I enter $500 in invoice total field, I need the custom field to automatically calculate 8.5% of $500 which is $42.50. Is this possible?
Auto-calculate field?
I have a currency field where I enter an order's gross invoice total. Is it possible to create another field that automatically calculates a certain percentage of that gross amount? We have to pay an 8.5% royalty on our orders, so I would like this amount to auto calculate if possible. If the gross invoice total is entered as $500, I want the custom field to calculate of royalty amount owed, which would be $42.50. Thanks in advance!
Send SMS alerts using Webhooks
Imagine these scenarios: You have an important customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops! A payment from a customer is due today. You sent an email only to receive a vacation auto-response from the customer. The ordeal doesn’t end there as the payment cannot be processed without his consent! A customer calls your toll-free and requests for a product activation kit. A case is created in CRM and assigned to a field
Access website integration forms from api
I see in the crm api that I can getFields which get all fields, but can I getFields based on selected fields from web to lead form that I created in the website integration section? Thanks
How do I get emails which were sent to leads?
Hi, I'm trying to get the emails via the Zoho API which were sent to leads, but I'm stuck. I searched the documentation and the forums for a hint to how this could be accomplished and also tried to adjust the API call like https://crm.zoho.com/crm/private/json/Email/getRecords?authtoken=Auth Token&scope=crmapi... Does anybody know how to get the emails?
How to get response of web to lead form?
Hi, I am using following code for Web To Leads Zoho form, it saves lead and form works perfectly & I am using this form in a jquery lightbox. now i want show success message into same same jquery light box on its response, means after saving that lead. any one guide me how to receive response of zoho form? and help , idea or tutorial would help me alot as i am new to this CRM.
Email Confirmation of Sales Appt with a Lead
I have an inside sales rep who calls leads and tries to create face-to-face sales meetings for me. When a lead agrees to a meeting I'd like the inside sales rep to use a mail merge template for sending confirmation of the face-toface meeting. I looked at the Email Templates function. But it appears to be focused on sending out mass mails. What is the simplest way to send a mail merged email to ONE lead from that person's lead record. AND: ** is there a way to review and modify this email
Help us create Standardized Client and Company pages.
Hi I need someone to do the following for us... Copy our "Leads" page and label it "Clients" + add a few custom fields to it Create a standard "Company or Vendor" page with all the standard information a "Vendor" would have. Nothing product specific at all. Very simple Make our "Leads" page have the capability to convert to "Agents" Make our "Agents" page the same as our "Leads" page (the same data) Also, we need ongoing support from you at a flat rate per time, month, etc. Whatever works out
Help getting Zoho Mail | Mail Addon working properly
Hi I'm a recent Zoho CRM customer and just purchased the add-on to integrate my Mac Mail IMAP account. Performed set-up (for my name@owndomain.co.nz) and can now see my Mac inbox appearing in my Zoho mail account. Cannot however send from my @owndomain.co.nz when in a module; contacts etc. When emailing from soho mail cannot see my contacts within address book. Something not working - have been trawling set-up etc. Don't know what's going wrong? Help please. Brett
Emailing from zoho - where do rejected emails go
Hi When sending emails from Zoho, what happens to mails that are not able to be delivered due to an invalid email address? Is there any method of finding out if the delivery was successfuly or not, or being able to identify which are rejected? Any help or assistance would be greatly appreciated. Thanks
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