Natural progression in campaigns within the Zoho CRM
We are using the campaigns within the CRM but i cannot understand the workflow. If my agents dials the top lead showing in the list of leads within the campaign what is supposed to happen next? This is more relevant when the lead status changes to contacted or call back (or something else) or the member status changes. There seems to be no natural progression or workflow regarding dialling the next lead. once you go passed the 10th lead there is no consistent feed of leads, can you assist? Maybe
PhoneBridge
Has anyone out there successfully integrated any other on-premise PBX systems with ZOHO CRM? We use an IWATSU system that our phone engineers have successfully integrated with other CRM's, but the ZOHO support staff has so far been unable to provide much support for this. Our engineers simply need some answers about the languages used between the systems, and they're confident they could integrate the systems. Thanks in advance for any assistance or advice!
Move attachment to other record using API
How can I move attachment to other record using API? I tried call Attachments/updateRecords and set new "SEID" I got Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values. downloadFile + uploadFile wont work too (as I can download only 15 files in 5 minutes )
Web Form Fields
Hi, I've created a web form in contacts and embedded successfully in my website. The only problem is that I don't want the mandatory 'last name' field in my form. Can I create a form in Zoho CRM without this? Thanks, Andy
e-mails not in contact list being converted to leads
A while ago I set this option: -Have Zoho monitor my IMAP account...if I send an e-mail to someone who is not in our Zoho contact list, then create a lead automatically for therm. I desire to turn this feature off, but I can;t fine where I enabled it....any ideas? Thanks!
Data import: accounts and contacts are being overwritten, not skipped
Hello, I need urgent help - in the past I have successfully imported a CSV file, whether contacts or accounts, and any duplicate email addresses have been skipped. Today both types of import are overwriting existing records, not skipping them. At time of import there is no option for me to check saying "skip duplicates". Please help me get this sorted? Thanks in advance Jo
Searching leeds by Logs
Hi dear zoho support, How can search the leeds that have not logs for call or meeting ? Assume we forgot to make some call logs for some leeds and we need to have the list of them, can we search by this item ? Regards Amir
How to find out what emails were sent in mass email
I sent out a mass email but exceeded daily limit, went to continue today but when I refreshed page it changed the order, I just what to check what was the last block of emails sent so I can continue where I left off. Thanks
Categories
Hello, Is it possible to categorize accounts.
LinkedIn
I am still checking out the trial. Can I add my LinkedIn to Zoho? And will it update when a prospect messages me through LinkedIn like my Outlook?
Source reports for Dashboards
I'm creating individual "Sales" Dashboards for our different Sales reps, I want to use the same source report but change only the "criteria" on each individual dashboard. Can I do this without having to create/save multiple source reports? Hope that makes sense, Thanks Amanda
Is there a way to group contacts into different lists?
I'd like to group my investors, buyers, sellers, and vendors into different groups.
multiplication formula not working
Hi, this should be super easy, I already have similar fields and formulas, buit this one won't work, for no apparent reason ${Contacts.Monthly Premium}/0.09 I'm trying to figure the annual premium, based on the monthly cost currency field, and multiply by 0.09. Here is one similar without errors ${Contacts.Total Monthly Premium}/.09
Lead and Contact Reports
Is there a way to crate a report that includes both Leads and Contacts. I understand and use the transition from lead to contact when an opportunity is created. However, to track the entire process from qualifying a lead to proposal to sale would be beneficial.
Search limits and exports
We are just looking at migrating from ACT! and have about 11 users on professional as a trial basis. I quite like Zoho in many ways but I am a bit worried about what to me seem some surprising omissions/limitations: 1. There seems to a some kind of search limit of 250 per day. This looks a serious issue, we needed to switch off the phonebridge incoming call ID and even then we hit the limit. We have 11 users some of whom don't make many searches at all but we don't seem able to average the number
Reg: Getting Invalid Ticket Id exception
Hi, I am stuck with this exception. When this Invalid Ticket Id exception will be resolved? I am getting this exception since last week. Please suggest me on this.
"Vendors" section within the Potential Module
Am I able to add a "Vendors" section within the "Potentials"? I would like very much to see my "Contact Roles" as one section and "Vendors" as another section within the "Potentials" module. Is this possible?
Lead source
Is it possible to create a mirrored field to reflect Lead Source after conversion not only in contacts but also in Accounts?
Problem to open Tasks
Hey there Want to open and create new tasks successfully but I can not see in the history of the potential client, - picture 1 I can only see on the "activities" - picture 2 It would help if you could look into this Thanks and regards
Email templates unavailable
Hey there, I created my post but these templates are not available for me (administrator) and for my users, Someone can give me some solution Thank you
Customise report layout
How do I customise a report layout? I want to add my logo & branding &c.
CRM web form
When I test to input value in this form, CRM did add a new contact. But I dont see anything else I input. Where can I see them?
ZohoCRM and Freshdesk
Hello We are just getting started with Zoho and we have been longtime users of Freskdesk. We would like to go to our contact screen and be able to see a list of all the open/closed tickets in Freshdesk. The key would be the contact's email. 1. Has anyone done this sort of integration? 2. Is it possible and if so what path should be taken? Please let me know your thoughts, Jeff
Help with advanced search
In the docs it tells me to select the module, in this case leads, then click on the search icon to open advanced search. But nothing happens. If I click the down arrow beside the search icon I get a list of models I can search through, but I don't get the window to select my specific criteria. What am I doing wrong? Any help appreciated. Kerry
Can I add Products to Potentials via xml?
We are in the process of designing scripts to load our existing data into ZOHO. I have successfully built Potentials and Products via the CRM API. Now the issue is can I add Products to Potentials? It looks like updateRelatedRecords is the closest method I can find. In order for us to use this system, I will have to add several thousand Potentials each will require between 1 and 4 Products so I want to add via the API and not manually.
Problems setting up a new user
I am getting the following email while trying to setup a new user on our Zoho CRM. But the user is not a super admin at all .... has invited you to join ...... CRM account. Since you are already a part of ........ CRM account and you are the super administrator for that account, you will not be able to accept the invitation. To accept this invitation you need to, Make any other user in ....... CRM account as a super administrator and ask them to delete you from that account. You can refer this help
Email Integration means???
I'm finishing up on the trial version and wondering what version to get. The professional version says email Integration. Does this mean I need this version to send and record emails ent via CRM or that I can't view/log incoming emails from clients? Thanks
Moving from Members (Contacts field) to Former Members (Custom field)
Hello, I would like to be able to convert, or more likely move or import people from my Member (Contacts) Field to my Former Members (Custom) field. We use Zoho for our health club and have leads we convert to contacts (members) once they join the club like everyone else uses. However we usually delete people out of Zoho after they cancel their memberships with us. We do have many people who after cancelling come back to us later on, so I would like to be able to keep all their information as it
Editin Lists
Hi,, How can I edit lists ? for instance, when creating an account I get one list to select Account Type and another list to select "Sector" of the account. Where can I edit Sectors and change them ..? Thanks.
Go directly from Add Account to Add Contact
Hi, I would like to have a button on the Add Account form which actually does : "Save & New Contact". Basically, it would : - Save the account - Go directly to the Add Contact page to add a new contact related to this account. This means that the Account Name in the Add Contact page will be already filled in. I tried create a custom button but : - how can I make it save the current account - how can I pass the Account Name to the contact page Many thanks for your thoughts and ideas ! Guillaume
cant access my zoho CRM
hi can oyu help me guys i cant open my ZOHO CRM they are asking for sign-in code verification, i dont have acces with my phone number 09154311271 what can i do?
Outlook Categories in ZohoCRM
It would be an extremely useful thing to have Outlook Categories populated within ZohoCRM. Clearly, the system 'look's at the categories when syncing (sync category yes/no). Not having what appears to be a simple thing is very frustrating.
Zoho crm mobile
Hi. I have added my own set of user defined fields to the EVENTS template under Accounts. When I look at the EVENTS on the Zoho mobile app, the standard fields are visible but the user defined ones are not. Can I have the user defined fields sync to the app? Thanks
Can Custom Function be used to update multiple fields in multiple lead records at once?
I'd like some advice on whether the following can be automated using Custom Function which requires Enterprise Edition. Here's the scenario that needs to be automated: 1. User updates status of a task to "Mail Merge Completed". 2. The task update should trigger auto-update of all leads with lead status = "Mail Merge in Progress" to lead status = 1st Correspondence Sent" and change the lead owner on all these records to "xxxxxxx". I'd also like to know if ZOHO Creator is required or if the script
Formula field based on other two formula fields
Hi I have some custom fields on Account like this: € field formula field1: € field*21/100 formula field2: € field*7/100 I need a third formula field3 like this: € field+formula field1 - formula field2. I can not create this formula because in the wizard the formula fields are not appearing. Any idea? Thanks in advance.
Sum value in a matrix report returns no records
I have a matrix report that returns record counts in the cells ie works fine. When I customise it and change this to total one of the fields shows no output just "no data available" although it says "Displaying 1 to 13". There is data in the field I want to sum. I have tried re-creating the report from scratch and adding the field concerned to the selected columns before changing it to a matrix report. Makes no difference.
Our Google Calendars are now no longer Syncing with our Zoho Calendar.
I was working in the CRM last night around 6 pm est and the Google Calendar sync was working fine. This morning all of our staff's Google calendars are no longer syncing with their Zoho Calendar. Is anyone else having this same issue? Please note we just changed our primary domain with our Google Apps account and for all our email accounts about two weeks ago. I have also updated my Zoho account to use the new domain email as the primary domain. However, this was working yesterday, so I'm sure why
How to find whether a crm user has crm api access or not?
Zoho CRM documentation says user api access status can be found under crm -> setup -> users & permissions tab, but unfortunately I cannot find anything there.
Are Zoho Calendar event creation based on Deluge Script modified by the Company Business hours?
Dear Zoho CRM and Creator Teams, Just wondering on this thought as is strange I seem to have no issue with a Date/Time field creating Events on users calendars but sometimes I notice that the update to the users Zoho and Google calendar does not work after the business time set in the Admin CRM business hours settings? I also wanted to note this event was created by a Zoho Creator app i'm working on. And on that note is it possible to make the date/time field appear and work the same as the CRM version
About using the AuthToken
I want to retrieve the Accounts, Leads from my ZOHO CRM. I generated the token in my fds laptop few days ago and noted down the token as it is supposed to be permanent. Then I logout and clean cookies. When I use the token in my own computer, it keeps prompting me "No data found" code "4422". I guess it should be something related to the session because I generate the token in other computer? Is there any other solutions apart from regenerate a new token? Thanks
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