Email Open Notification in Zoho CRM (Particularly Gmail)- How accurate?
Hi All, How accurate the Zoho CRM track if the email is open or not by the recipient? I noticed that whenever I send an email to my contact who is using the Gmail service, I get the email open notification right away. Is there any way to make this thing
Form fields are not populated in the Leads Module
I have a form on my website which captures Name, Mail, Company Name, Number and a Description where the the form filler can describe how our agency can help them. In the Leads module only the Name and email is showing and nothing else.
Sales Report showing notes and activities from Leads and Contacts
I am trying to create a report that shows a break down of each salespersons activities for the week (calls and meetings) but also contain notes for each lead/ contact touched. I want it to be grouped by salesperson, then lead/ contact, and then type of
Sales Activity Report
I am trying to create a sales activity report that shows calls, meetings, and emails sent sorted by user and then activity type. I can build a report that shows the calls and meetings, but can't include the emails. Can someone please walk me through
Making Email Related List Usable
Hello Zoho, We have a few e-mail related suggestions from our clients. These may not all be possible but would go a long ways towards helping users navigate the e-mail section easier: Add option to filter out Mass Emails from email list Right now, you
Importing Contacts- Account Issues
I have been importing contacts on a monthly basis with no trouble. I'm now noticing that account fields are no longer being populated during the importing process. I reached out to zoho and they seem pretty clueless. It appears I need to have an established
Automatically assign primary account contact to child accounts
Hi there, We'd like to assign an account's primary contact to all associated child accounts. I have created a checkbox custom field under the contact form and I have created a multi-lookup field as well to ensure the contact can be assigned to multiple
Cannot view the Currencies tab under Company Details
Hi, I'm trying to format the BGN currency so that "лв." is on the right hand side of the price, not left. I came across this help page https://help.zoho.com/portal/kb/articles/manage-company-details#Set_Currency , however, I do not see the Currency tab under Company Details. Is what I'm trying to achieve possible and could you tell me how I could do that please? Thank you.
Complex Document Merging + Sharing with CRM, Writer and Workdrive
Hello everyone! I have the following complex request. All the parts can be done separately, bur there s nothing I can find that will automate this. Due to intellectual property constraints and personalized service, we would like to send to our CRM contacts
Starting With A Clean Slate
My company and business has changed. Is it possible to start from scratch by deleting all old info?
Manage your sales pipeline better to build your business
From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,
Red bar or flagging accounts
We should be able to flag or put an alert on accounts when they are in "bad standing" or need some sort of resolution. Say if we have added certain modules showing a client is defaulting, there should be a red flag on the main account so the rep automatically
show in a module a related field of an other module
Good morning, how i can show in a module a related field of an other? For example when i create an invoice i have to select a customer, and i have to insert manually the "terms of payment". I'd like to create a custom field in customer tab where i insert
Outreach.io and ZOHO
Is there anyone using Outreach.io and Zoho ? Would love to connect to better understand how to leverage these tools most efficiently. I want to use Outreach to manage my daily task and log everything back into Zoho?
[IMPORTANT] Zoho Forum Auto-Placeholder Setting
This feature should be a feature that is forum-wide, but does anyone know as to why the forum does not remember your place on the page when you click on a particular topic and then go back to it? It's SUPER frustrating and not to sound like a diva here,
Wizard navigation
I guess it should be possible to navigate between Wizard pages before submitting a form, but I can get it working. The Wizard for my Leads form, has two pages so I've created a button on page 1 to jump to next page, but when I try to create another button
CRM NATIVE INVOICE
Hi does anyone knows how we can change the layout on crm native invoice module? Or may at least how we can modify what appears on the invoice itself
Add field in contact to display current marketing group/email list membership
Hi all, I am trying to add a field to the contact view page that shows the membership of a marketing email list from our 'Marketing' tab in Zoho CRM. I would like to also be able to add a contact to that list (or multiple lists) from the contact view
trigger workflow when a contact unsubscribed from email campaigns totally
hi, is there any way i could set up workflow when a contact unsubscribed from email campaigns totally, so i can call a webhook for that particular user? and what field would that be for the contact? also what api can be called to zoho to update that field,
Managing Functions... Version Control ... Command Center ... Automation
I am still new to developing custom functions. I have a custom function that pushes data from Zoho CRM to Zoho Analytics. I have associated this function with a Trigger in Command Center. I know have 6 versions of this function listed on the "Functions"
Custom Email Template Striping CSS
I have added a custom email template to my account and when I look at everything in Zoho it looks good but when I actually send the email out it seems to strip out the css in my email? Any idea why this might be happening? Thanks,
Apple Plugin?
Does any Apple plugin for Zoho CRM exist? Especially Mail sync ?
Add shipping to quote
Hi, I find it strange that there's no option to add shipping to a quote. Am I missing something? Thanks, Quinn
Zoho CRM connect with Klipfolio
Hi, I am able to connect Zoho CRM and Klipfolio but facing issue in defining date range for lead pull in query parameters for Zoho as data source. Did any one restrict the data pull with dynamic date, like Start of Month? Regards
Shipping cost in Zoho CRM quotes
Hey y'all, what's the best practice for adding shipping costs to a quote in ZCRM? I suggested that my client just add a new product for shipping costs but they don't really like this. I notice a separate shipping cost feature was requested in ZInvoice.
Can webforms integration possible in angular project?
When we embed the code in index.html it's working fine but it is not working on component.html file, please let us know your thoughts.
Is there any working demo for PHP SDK version of ZOHO?
I have tried as many as different 15-20 blogs for authorization and trying to take PHP SDK into action. But none are working at all. If we pass authorization, then it throws Refresh Token error. If we pass Refresh Token error we get some other exception.
How to execute a Document Merge from the CRM to see its results
Hello team! I have been exploring the Email Document Merge tool in the CRM, which sends me to the Zoho Writer to create the Document Merge. It is already connected with the Zoho CRM and I would like to explore a bit its functionality before trying to
Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access to
Auto Assigning a record number
I am using CRM Deals module. I have a Quote Number field in my Deals form. I would like to assign the Quote Number to be 1 number higher than the last record added, so similar to an AutoNumber field. example I have 10 records already in my Deals with
Kaizen #17 - PHP SDK
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the PHP SDK. PHP Software Development Kit PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the PHP SDK acts as a middleware between Zoho CRM and Client PHP Application. What can you do with the PHP SDK? You can use the PHP SDK
CRM KPI
Guys, Wondering if someone can help on this. I have a custom "Assets" module that tracks our sold equipment with serial number, billing party (custom module) and end-user (accounts module) - billing party describes who purchased it, end-user is who uses
What is the Best Solution Zoho CRM + Zoho Books + Zoho Project?
Hello, I work as an independent consultant, specializing in CAD/CAM software in the Kitchen Design and Manufacturing space. My clients are users of the software and I provide a wide range of services such as consultation, training, management, setup,
CRM Feature Request
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Showing account name in reports when task is added at deal level
Hi :) Is there anyway to generate an activity report (for tasks) which shows the account name of the deal, when the task is added at deal level? I cannot see anywhere how you can show a report for tasks added at deal level which will show the account
Datetime fields in Zoho CRM
Trying to add a custom field to a form, how can I format to show only the time?
This file could not be imported. To import the file, it must have 151 columns or less.
I have a fairly large Contacts list of fields, where i use Zoho One's CRM. I am unable to create an invoice using Zoho Finances' Invoices from a related lists. Is this Error based on too many fields in my Contacts? Can someone suggest a solution to fix
Outage?
In Zoho CRM, when we try to export an invoice to PDF the webpage hangs for a long period of time and sometimes times out. I have looked for a website where Zoho reports service outages or issues but can't find anything. Where can I find service status
Starting a Free Dog Training Program
Hi, My name is Jim Walker. I own a company called Modern Canine Services In the Phoenix Arizona area. We do local Dog Training and also educational content online. We would like to start offering FREE dog training for people, especially anyone who has
How Can I remind my lead to complete zoho form
Hi There, Here is what I am trying to achieve with Zoho Forms and Zoho CRM integration. It would be great if someone can help us! We record lead information in our Zoho CRM Lead module and send a Pre-assessment form (Design in Zoho forms) to that lead.
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