CRM Plus vs Zoho One
Hello all, I saw this article, but I am still not clear what features or applications does CRM Plus offer that Zoho One does not?Weird "none" state in blueprint?
I'm struggling with this weird "None" state that is showing up in my blueprint. Contacts are being created via API in the 'Not contacted' state and if I turn off the blueprint I can confirm that they are being created in the said state. However, as soonZoho CRM Plus
I have noticed you have a new Zoho CRM plus user interface, when will this roll out to existing Zoho enterprise customers? I am in the Zoho one programme.Save files directly to account
We do a lot of work that generates spreedsheets and pdf for clients. Right not we save it onto computer then upload to CRM. I there a way that we can save this directly into the account saving the step?How to integrate Zoho Webform to React Application?
Hi All, We are using Zoho CRM plus and using Zoho webform on our WordPress Website, here's the link for reference: https://www.dynamicssquare.co.uk/ But we are migrating from WordPress to React Application. And when we are trying to embed the sourceHow to add data from Zoho Analytics to Zoho CRM
I added a formula on Zoho Analytics that generates a value that I want to be displayed on a field on my contacts module on CRM. The info comes from an imported CSV file. I want to be able to display the result of the formula as a field in Contacts. PleaseCustomers with last invoice date 60 days prior
I am trying to develop a report or workflow rule or something that will give me all clients whose last invoice date is 60 days prior to the report run date. How would I go about doing that?Can't add project from contact in CRM
When I choose Add Project" in the CRM I get this message The client user(s) [XXXXXX] were not added because users with these email addresses have already been added to another client in Projects. Users with the same email addresses cannot be associated with different clients. If you would still like to add them to your project, re-invite them using an alternate email address. What does this mean as I only have 1 test user? I want to 1. Convert lead to contact/deal 2. Create project for the contactLeft side Navigation in CRM Plus
It's great to see that Sales inbox has bee moved to the Left Vertical navigation, much better! I would be really good to see the other Zoho Applications also in this navigation, or possible to add them under Favourites. For example, Zoho Checkout, Zoho Mail, Zoho Docs etc. Also why this navigation be added to Zoho One? We have a number of client using Zoho One as we still need to use Browser Bookmarks.Sub Forms are a great addition - can we use custom functions
Well done Zoho, the sub forms in Modules is great. I was a client today and this provided a perfect solution to the problem. I'm interested to know if there are any limitations around custom functions using data from Sub Forms?Address Information not appearing in Deals
Hi new to Zoho. How can I push to address information from the Leads to show up in my Deals?Exporting Contacts
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computer???
First question in this form category! So, what's ZoHo CRM PLUS???What are the limitation to people on the project that are NOT a register users?
We have been using 5pm as our project manager for years. Since we added CRM Plus we are concidering moving our project management to ZOHO projects. Is there a limit to the involvement of non registered users of ZOHO. We a majority of our projects and tasks that require outside collaboration with customers and vendors. What can they do and not do in Projects?Not getting notifications when lead is created in Zoho CRM
Hello, I have a contact form on our website to capture leads. When a user fills it out and a lead is created in Zoho CRM I do not receive a notification. Could you help me figure out why I am not receiving notificaitons?Archived Projects in Dropdown
We're still evaluating Projects but getting ready to purchase. One thing I've already run into is that while the Projects page (by default) filters our Archived projects, the dropdown at the top, right includes all projects even Archived ones. Am IAdd new related list to see the emails with the same subject line structure
Hi, We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily. I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, EnginFields not mapping from Contacts -> Deals
Fields are not mapping from Leads/Contacts/Accounts to Deals when they are created. I have setup the address fields to map across leads/accounts/contacts/deals. When a new deal is created it never brings in the company address info, so it has to be reenteredDo CRM Plus and CRM Ultimate have identical features and limits?
Do CRM Plus and CRM Ultimate have identical features and limits? Feature Availability | Zoho CRMHow do I add an email signature to Email Templates?
Hi Zoho, I am not able to add my email signature to some of the email templates I created, as I hit the 200,000 character limit apparently. I say apparently as it has said this to me a few times and when I redo it with the same content, I'm able to saveAutopopulate information in different modules
Is there a way to autopopulate information in one module that was entered in another module. For example, you may have a piece of information that you need in two different modules. Can you setup a macro or something that would autopopulate the informationQUOTES // Function to update a simple field in agregate line items field
Hi all, In "QUOTES", I created a simple currency field (named TOTAL des AB...", API name "TabosMens") in the agragate region of line items. (see picture as my explanation in english is probably not very clear). How tu update this field through a functionUser Reports
There doesn't see to be any way to track users or generate user reports in Zoho CRMPlus. Ideally I would like this with agents in Desk. Examples: - User Activity Report: tells activities of a specific user over time, including most recent/last activityAccounts and Deals API in CRMPlus
Hello. Can I create/update accounts and deals by API in CRMPlus? I cannot find this in API documentation. Also I need add notes to deals by API and get webhook when note created ThanksAs SuperAdmin, Should I be able to see Developers activity?
Hi All I have a arranged for a developer - initial contact through Fiverr - to do some work on my CRM+, (I need property addresses available to search and link my property info, Using the government public source site & provided links). I have made a part payment upfront. I have added him as an admin with his own login, He has told me he is working on the new additions, however I can not see anything in the "Audit Log" of him making any changes or additions to the system so far. Is this typical?How can I assign ZohoMail as Email-Program in Google Chrome Browser?
Hello all, I am using Zoho Mail for a long time and now as a part of Zoho CRM Plus. It's great. I want to make use of ZohoMail as often as possible, but Google Chrome always opens Outlook whenever I click an email-field inside ZohoCRM. How is it possible to configure CRM, ZohoMail and Google Chrome in a way, that I can finally can get rid of this problem and use it as one app? Best Regards RüdigerTheme color does not hold on duplicate tabs
When I set a theme color and then duplicate a browser tab, the theme does not transfer. Any duplicate tabs get the default black color. I am not sure if this is a browser issues or not. And I understand it is not a real big deal, but I just figured I would bring it up in case there is a possible fix. Thanks.Mails - Leads
Hi, I would like to see the mail story of Lead in CRM+ of Anna Lankauf with Peter Marriott https://crmplus.zoho.com/callstack/index.do#crm/org667474707/tab/Leads/3228000000001339070 What should configurate? I do not see mails below:Zoho Desk Multibranding situation
Hello, We have a situation for which I'd like to know if the setup might present issues. Here is what is happening: We developed a white labeled version of our software for a partner. As a part of the deal, we were to also add a help center for them to support the product. I used the multi-branding feature in Zoho Desk to create a separate Help Center (unique users for each) using a second department. Our organization uses CRM Plus. Their organization uses various Zoho applicationsUrgent Report Inquiry - Removing Duplicates
Hello Team, I need your urgent support please to create a proper report. I am trying to get a report on all the actioned opportunities(=Deals) on a weekly basis. The fields to be displayed are Opportunity owner, stage and opportunity name in 3 consecutive columns. By actioned, I mean anything that has some activity, or notes or emails sent by the opportunity owner only. So I went to summary report, chose the main module as opportunities, and the other modules as notes, email and activities. ThenUsing CRM Plus and Projects Module Together
Hello, I would like to know if I have 50 users that are licensed for CRM Plus and a different 25 users that only need Projects, and they are all part of the same organization, can all 75 users work together and view the same data in the Projects module only? Another words, will the Projects module within CRM Plus that user A is licensed for integrate with the standalone Projects module that user B is licensed for? I would prefer not to have to purchase 75 licenses for CRM Plus if I have 25 folksHow to find inactive / stale users?
We have nearly 200 active CRM Plus users... I cannot seem to locate any report or dashboard that will easily show me users who are not logging in or using the system regularly. Any Suggestions? I would like to repurpose those licenses to uses who will leverage the benefits of Zoho. ThanksSupport Documents for CRM Users?
I am compiling out help for our team to use ZOHO. I understand that each organisation would configure their ZOHO instance differently but do you have any suggestions for support documentation aimed at users rather than admin?Function working while editing, not as a button
I have a function that is using information from a Sales Order. I have an argument passing the Sales Order ID (as SO_Number) to the function which I use to look up the Sales Order like this: condition = "(SO_Number:equals:" + SO_Number.toString() + ")"; mySalesOrder = zoho.crm.searchRecords("Sales_Orders",condition); ... Do a bunch of stuff .... The thing is, when I'm editing the function and I use the "Save and Execute" button and I enter a valid Sales Order ID manually, it works fine. But, whenCreating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partnerCRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 3. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?Filter bounced e-mail
Is there a way to add a filter to Leads and Contacts for e-mails that have bounced in a "campaign"? We have dozens of bad e-mails from our last e-blast.Live Chat
Is Live Chat working?How to setup customer journey
Hi, I am new to using the tool. We are a hardware and software services seller. Our customers are large fleets and other businesses. We have specific steps from contacting the leads to delivering products and after sales relationship. After the sales,I want to subscribe for Zoho CRM+ - But no one from your sales team seems to be interested to contact to set up a demo (Even after multiple follow ups)
Hi Team, I would like to know more about Zoho CRM+ features and very much interested in subscribing. I have been trying to get a demo sessions scheduled since 16th Dec 2019. Every time I contact some one over the phone or chat all i get to hear is someoneNext Page
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Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingZoho's CX workshops are here to enhance your learning experience!
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Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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