CRM App only usage
Has anyone had success in using the CRM App only for all activities. The question is basically can a Sales person on the road do with a Mobile Phone only using the App and NO Laptop \ Computer. Thanks,
Zoho Phone Bridge
Why is this feature only available to Enterprise customers? Phone Bridge would be so handy to all Zoho users - I have a Twilio number but cannot use it with Zoho - which is a shame because I will never need some of the Enterprise features - except the Phone Bridge. Come on Zoho - make this available to all users!
Email Templates Not Flyer
I would like to create email templates for prospecting and follow ups. I have several emails i send regularly asking for introduction, then follow ups and so on. The email template options i see are for marketing and flyers. Is there an email template option that lets me send a regular email. I see the plain test option as well but that doesn't allow me to insert a signature that looks nice. Bottom line, i would like to create templates to look like regular emails. Please help.
Note Management
I need a help about note management For example; As we know, all the notes related to a record are displayed in the Contacts Module and all notes of this record are mixed in this Modlule(Deal notes, Contact notes, Payment notes, etc.). What I want, When I view the contact in Contact Module ,İs it possible to view only the notes related to the deal from the notes section. is it possible with any extension or function.
separate Notes
hi all, I need an aidea, Example, I can wiev one customer's Deals note in Deal module,Contac notes in Contact modüle...Etc and this customer has 3 deal. For example ;Deals name are A B C . I can wiev A's note in A deal,B's Note in B deal C,s note in C deal and we can wiev all notes in Contact module.User want to in contact module's notes ,wieving notes like" select and wiev just deal notes, just contact notes etc..." İs it Possible with extantation or script?
How do I manage contacts who change companies or quit?
Hi, In the industry I work, we often see people changing employers. Company A and Company B are both our clients. Mr John Smith was a client of us when he was with company A. But since a couple days, he now works at Company B and he is still our main contact in the new company. How should I manage him? I thought of those options but none satisfies me: 1- Create a new contact and keep the ''old'' one with ''OLD'' written in his name. 2- (I actually did that and I'm not sure if thats good) i just
Report that summarises email bounces and opens with both contact name and account name
Is it possible to create a report that includes email template name, bounces and opens with both contact name and account name?
Add Tasks to the calendar
Can you add tasks to the calendar rather than only showing events. For example, when we are calling prospects and set up a time to call someone specifically, we would like to see that in the calendar view. We hardly use Events, especially to categorize
IF THEN syntax error
Hi Guys - I'm getting the Syntax error below on this IF formula: IF( ${Leads.No. of Employees} > 2999,${Leads.No. of Employees}*(4.90/0.7)*12, IF( ${Leads.No. of Employees} > 1499,${Leads.No. of Employees}*(5.90/0.7)*12, ${Leads.No. of Employees}*(6.90/0.7)*12 )) SYNTAX error message: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}. Grateful for any tips on solving please.
Zoho CRM API - Insert and update in one call
There is Zoho CRM API method: "insertRecords" that takes parameter: "duplicateCheck": duplicateCheck Integer Set value as "1" to check the duplicate records and throw an error response or "2" to check the duplicate records, if exists, update the same. But I want to update and (at the same time) insert my data. When I'm calling this method with "duplicateCheck=2" - only duplicated rows are updated and not existing rows (in ZohoCRM) aren't inserted. Result of this call is - ids of rows updated. Can
Updating Value of New Custom Function Added to Layout
Hello: I initially created a field in the Opportunity Standard Layout that is calculated based on the contents of other fields. I have been asked to break this field into two different fields (calculating each field based on specific fields). I reused the initial field and created a second field. However, records created before the change do not have the new format -- or calculated value. Is there a way to force the previous records to update to the new format? Or, do we need to re-enter the
Convert AUTOMATICALLY a lead into a deal
Hi I am using Zoho CRM. Could someone guide me to the process of AUTOMATICALLY converting a lead into a deal through an automation feature? Thanks a lot, Dan
Send SMS notifications based on a record action on our Deals module
Hello all, I just finished a phone call with Zoho support team rep that helped me with several topics, but there is one in particular that we weren't able to solve. After thinking a little bit, I believe that maybe by sharing my case we will be able to find a solution. Our company manages high-end residential properties for clients to rent them for productions, events and meetings. Every time a client books one of our spaces for, let's say, a production, there are a lot of logistics involved with
smtp FROM mail not working
Hi, When we setup our system for the first time we configured an email from address with my domain "support@mydomain.com". then we approved the address by link. Now we want the emails to be sent with smtp server settings. I entered all the details (user,server etc.) but i can see emails are still sent from zoho servers. Any help will be appreciated.
Zoho CRM Success Stories
Stories of success need telling and sharing. Stories inspire and help peers learn invaluable lessons. We believe that good stories have the power to change lives! And that is why we have created a space on this community where you, our customers and partners, can share your stories here with your fellow members, inspire them, and learn from each other. Tell us how you implemented Zoho for your business, the challenges you faced, the ones you overcame, the ones you worked around, the processes you
how change incoming e-mail data
hi, I want to ask a question. Incoming data from customer comes as trial-member@mail.com , only change the e-mail address of the customer from this customer source. for example: Customer supply: whatclinic Lead email: trial-member@hotmail.com or trial-member@gmail.com The data comes this way, and I want to change it. Change your mail addresses in incoming data from whatclinic. trial-member@mail-whatclinic.com if the sender is only whatclinic. Is this possible?
we wanna integrate whatsapp on zoho crm
we wanna integrate whatsapp on zoho crm
WhatsApp Intergration with CRM
When will the whatsapp text and call integration with CRM planned?
Zoho CRM Whatsapp Integration
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just on place in a friendly way. If you would like more info please contact us info@tivenos.com
WhatsApp Messenger : Have anyone has done the integration with CRM
Hello All, I need you're assistance here, if anyone had done the integration with WhatsApp Messenger,If yes please let me know..
Adding 100 or 200 accounts / contacts in single API Call
Hi I would like to know is there a way bulk insert (100/200) accounts or contacts via api calls. Thanks
Zoho refuses to improve their security over their web forms
Has anyone else experienced the following problem? We have integrated Zoho webforms into our website so that all leads are collected directly into the Zoho CRM database. The forms have the Zoho captcha on them however it does not seem to work against spam bots that run over the internet. We are receiving between 10 & 20 spam web leads coming into our CRM database a day and it is a real problem. Zoho support suggested two possible solutions: 1. Set an approval process for all web leads (which completely
"Call NOW"' button doesn't show up for one user
Hi, I've on-boarded a new user by giving him the same role and same profile as other sales rep in our org but only for him he cannot see the button "Call now" in the lead module. Testing with other users for the same leads, he is the only one who can't access this button. Can you please help me to resolve this issue and tell me how to control if the button should appear or not? Looking from his profile: Looking from my profile (admin) or an other profile (sales rep)
Scheduled reports not sending
I've set all the parameters for this report, should have received it today, 6/18, at 3pm but no one on my team received it. Thoughts?
Zoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1 Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task. Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold calling
Adding Products with Custom Price?
So while in a deal I would like to add a products from my products list. Basically our products would be considered services and each deal would be different, as well as quote. Is there any way I can add products to deals and just edit the price? Or am I going to have to create a new product with a new price every time?? SalesForce did this easily... Once we figure this out its on to creating quotes out of deals. Fun.
I need to Upload an Attachment in a Blueprint and then send out a notification mail with that attachment
I use Zoho CRM to manage my deal flow. We publish books. Once a client's artwork have been approved it needs to move to the next stage in the deal flow. I created a blueprint "Artwork Approved" that requires the user to upload a pdf version of the final approved artwork to the deal. I then need the blueprint to send a notification email to a number of people that include the approved Pdf so they can action it further. I can send the emails but can find no way to attach the pdf that was just uploaded.
Parsing information
Could somebody help me understand how to set up the parser email? We have built a simple email template which each sales person can send to their client requesting information from the client to ensure we have the correct invoice details stored so we can send the customer a correct invoice. Some of these fields can by auto populated from fields in the CRM. The template requests that the customer fills in the missing data eg additional names to appear on the invoice etc. prior to returning it to
Accounts tab not showing a full list of accounts in the system
Under Contacts Tab, every Account is associated with an Account. However, under the Accounts Tab only a handful of Accounts appear. Why did the initial sync only populate Coacts and not (associate) Accounts. I cannot view all accounts in the Accounts tab. How do I get that data from Contacts (which all company info is accessible through Contacts) over to populate t
Alternatives to WebMerge
Greetings, We are trying to automate all our document creation in Zoho CRM, like addresses labels and other kind of PDFs. The integrated Mail merge/fusion in Zoho CRM isn't good enough since it doesn't allow you to do mail merge in "Accounts" and you can't do either "Mail merge" or "Document fusion" in "Quotes". We found about WebMerge but we wind it really expensive for our needs. Are we not using the integrated merging tool correctly? Is there another software/tool that can do what we are trying
Best Practice for Vendors and Leads that have accounts associated with them.
Hello Everyone, I'm looking for a best practices. I noticed that leads and my vendors were associated to Accounts. Is it best practice to keep them associated or to split them up. Vendors are not really clients. They are people we buy from and dont sell to. And Leads havent bought anything to be considered a client. Just want to know how most people are structuring leads and vendors? Thanks
Creating work orders/contracts - is it possible?
Hi, We are spending a couple of months evaluating Zoho CRM and whilst a lot of the functionality on offer does everything we need it to do there is one major stumbling block we have hit that we cant seem to work around. We create Work Orders/Contracts from a Potential that details the work we will be undertaking for a client. Within the work order there will be a number of line items that needs to record the following information: Description Cost Type - either Fixed or Time & Materials Charge -
Work order suddenly defaulting to account rather than contact
In our business we attach all Work Orders to a Contact rather than to the account. This allows us to look at contact requests and orders, rather than just the account requests. It also pulls contact information correctly when done this way. It has been working fine for hundreds of work orders, then suddenly yesterday it stopped connecting them to contacts and started only connecting them to the account. This is a huge problem for our organization, as now the work order is not able to be tracked
Online quoting with Zoho Apps
Hi all We're looking at using Zoho CRM and we currently use Proposify to deliver online quotes to customers. Is there a quoting app from Zoho that integrates natively that we can look at? There are so many apps now from Zoho it's kinda hard to work out which one you need, but I can't see anything obviously quoting related. Any suggestions ? Olly
How to add more than one company to a client in CRM.
I have many clients that have more than one company but I can only add one company to one client, is there a way of adding more company's to one client please?
Email password not being saved
I am trying to update my email settings. I have a paid account. In the Outgoing Mail Server section I enter a password and press update but no password is saved. This means that authentication constantly fails. A password is saved OK for Incoming Mail Server, but not for Outgoing Mail Server. What is wrong?
Emails
why do we not see emails when you are in activities? it seems like you have to go into contacts/leads to see the emails - is this the way it is or am i missing something? would love to see some more info on tasks/activities. i am super new here!!!! thanks
Last Interaction Time Stamp with Outlook Email
I am trying to figure out a way to time stamp last interaction date and time based on email. We imap outlook into our crm so we can view the emails but can't track/report on it or auto populate a field with a time stamp. Is there a workaround for this issue?
Need Telephony support for Panasonic KX-NS700 PBX system
We use Zoho CRM. Can you please provide a Telephony interface for Panasonic KX-NS700 PBX system. I am looking for autodialing from Zoho CRM. Thanks, Guy Haas TeamEDA Inc ghaas@teameda.com 603-656-5200
COQL DateTime problem
Hi Zoho People, I have been working with COQL the last two weeks, everything was working fina until today when I got this error since I use any operator with DateTime: {"select_query":"select Owner, Created_By Description,Check_In_Time,End_DateTime,Start_DateTime, Event_Title, Check_In_Status, Latitude, Longitude from Events WHERE Check_In_Status = 'VISITED' and Start_DateTime ='2019-04-12T17:00:00-05:00'"} { "code": "INVALID_QUERY", "details": { "column_name": "Start_DateTime", "value": 1555106400000,
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