Top 5 dashboards for Sales personal!
Hi! I would like to hear about any experience regarding Zoho CRM dashboards for sales staff! For example: - Best overview for today's to do - What components do you have in the dashboards for sale - Which overview gives the best result for the sellers
TLS v1.2 Upgrade and Client Component Update for Zoho CRM
Hello folks, Please note that, we will be deprecating support for browsers, APIs, and Plugins with older protocols from today (13th May 2019). Please be informed that we will be retiring support for browsers, APIs, and Plugins with older protocols by October 31, 2018. After this date, you will be required to use browsers, APIs and Plugins that support TLS v1.2 and the latest client component updates we've made in Zoho CRM. We have made some changes in our client components for better performance
My web form email validation are not working
<!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments ???Do not remove this code??? are required for the form to work properly, make sure that you do not remove these lines of code. - The
Zoho CRM SPF and DKIM
Hi All, first post here, so i so hope i can get help. I am having issues sending emails out of Zoho crm. now if i use zoho mail email goes out and gets received to clients well. However when i use Auto responders or Mass emails to leads, i can see emails tagged to them but they never recieve those emails. I am with google apps for email and hosting with Hostgator. Can any one advise me what correct spf and DKIM i should add on. I deleted my current DMARC settings and DKIM settings from domain for
Zapier integration does not allow GET Owner contact info
Hello, I am wondering how I might GET request Owner contact info so that I can sync this data and send out email/text alerts for Contact/Lead updates. Ideally I would be able to leverage the 'Find Module Entry in Zoho CRM' (see attached) to GET request
Telephony
I can purchase the PBX from zoho Telephony, but my license is zoho professional?
Change Firm Mail Address
Hello! I would like to add a different e-mail address to the company settings than my personal e-mail address. Is that possible? Thanks in advance!
Creating Leads Via API
We are working with a few lead generating vendors that are currently sending us leads via email. As volume is picking up, some of them are asking for the ability to send the leads directly into Zoho CRM via API. I have looked at documentation for over 2 hours and am still confused about the OAuth part. Do I need to first create the OAuth Token via API? If I do, it seems that the access token will only be available for 60 minutes. Does that mean that I have to manually create a new access token from
Mail status filter and email permissions
I have a question about the way the email status filter works in a contacts or leads view. This filter allows me to see contacts to whom we have sent an email within the latest 10 days, for example. My question is: what if another user sent an email to
Self Client
Hi all, Can somebody, please, explain how to use SelfClient? Current docs are not sufficient. And if using SelfClient, it should be an unattended process ( cron job ), so why we need to create CODE through a web browser? How to create a CODE when there
Territory Management/Access Permissions for Contracts
Hi, We would like to setup territory management for contracts where users can only access contracts that are valid to their territory. We also want to access who has control of which contract. How can I do that? Best, Wing
Same product with different price
Hi~ Current I am trying to set up a price list that contains all my product. But I would like to know if it is possible to set a product with different price for different customers. From Zoho's guidline, it seems price book can do that. But I still have no idea how to set it up. Can you give me a step-by-step instruction for that. thank u
No SMS logging for RingCentral
I am evaluating Zoho to see if it is right for my company. So far so good, I have one major hiccup and that is by the looks of it, if I am a Ringcentral customer then I am out of luck. With out purchasing new did’s (Numbers) or paying to use a third party software and using their did’s, I cannot send sms through Zoho using RC’s DID’s, when I do use them it is not logged in the lead or contact history. This is about 65% of the contact with my customers currently and to not have that integration solidified
Update Closing Date with another field date
Hello, I have three dates: Pre-order date Order date Closing date I need the closing date to be updated with these dates, based on two different scenarios: 1. If pre-order date is completed, then Closing Date = Pre-order date 2. If Order date is completed AND pre-order date is empty, THEN Closing Date = Order Date Therefore if Pre-order date is completed and later Closing Date is completed as well, THEN Closing Date must remain as Pre-order Date. if you could send me a function that makes this happen
Is it possible to add the same notes for several contacts?
Hello, I would like to know if there is a way to add the same notes for several contacts without going to every profile and doing it manually . For example if I had a call with 5people I would like to write "attended the call" and select the 5 contacts
Editing Call Fields
Is there a reason you cannot create new fields or modify almost any of the existing fields in the call module? I would like to create a short pick list of call results items so that when I log calls made through the iPhone app, I can quickly select items
Is it possible to create a matrix table panel in a dashboard?
Reports include a matrix table format, similar to what a dynamic table does in Excel: you select a column field, a row field, a measure (record count, the sum of a field in all the records, etc.), and then each cell shows what that value is for its combination
How can I manage left and right margins on a CRM Inventory Template?
Currently, the margins are extensive, so that when printed, they look awful. How can we manage this to match our corporate identity? The ones on the top and bottom can be adjusted by adding a spacer, but left and right? There must be a way to control
Set a custom field when lead is converted
When I convert a lead to a contact, can I make it set a custom field I have automatically? This custom field does not exist in the leads - only in contacts e.g Bob Smith is a lead, we then qualify him and open dialogue so want him to be in our contacts,
CRM : Blueprint Transition - Function - 'Transition User'
Hi, During the Blueprint transition "After" phase, I want to call a custom function. Within the function arguments - what is the correct field where I can access the USERID of the user who initiated the transition? Would that be Last Modified By? Also,
change date field +1 year
Hello I have the following task: Our freelancers should be able to order a new ID (with zoho forms) every year. I have the Order_deadline field for this. In addition, a notification send out via workflow 3 days before the deadline. For the coming year,
Adding a company
I have a second contact for the same company. How do you add the company to drop down box when I go to the company section.
Birthday workflow not working
I created a birthday workflow to alert me when active clients have birthdays but it's not working. I'm not getting the alerts. Now, when I import new contacts, I have the option upon import to add the Birthday workflow I created to those contacts, and the workflow rule seems to be working for them. However, how to I make sure it's working for ALL of my contacts? Here's a picture of my workflow:
Function Help - Emails
We have a function (listed below) that creates a task for the contact owner anytime a contact sends an email to us. I'd like to update this to create the task for the user the email was sent to. What change can I make to get this working? contact = zoho.crm.searchRecords("Contacts","(Email:equals:"
Importing Products associated with Potentials / Opportunities from Salesforce HELP!!!
Greetings, We are migrating from Salesforce (Hopefully) and are having some challenges figuring out how to import the Products we have associated with Opportuniites (or potentials in Zoho parlance) We have successfully imported all our historical and
Who is the contact that did not open the email?
Dear community, In one of our processes we have a really important email with follow-up steps that we need to confirm is it has been received, opened and clicked. I see that the analytics on the email tempalte show this information, but I have not figure
RECEIPTS AND SALES
Good Evening, Please i like to get clarity for the above subject matter. i noticed that the graph for our company's receipts is usually higher than the graph for the sales on the dashboard and i thought it should be vice-versa so that it could accommodate
C# Cannot access Zoho
I am trying to use the C# SDK, within a console app to access Zoho without any luck. All request are resulting in an error, can you please review and provide guidance Also is there a way to use the Self clinet along wiith the C# SDK? c# =============================================================================================================== Dictionary<string, string> zohoConfig = new Dictionary<string, string> { {"client_id","1000.****"}, {"client_secret","***********************************"},
How can I use COQL
Hello, I want today, to use COQL, but I don't understand how I can use this. Where I put the code ? I see the documentation, and I understand how it work, but I don't understand where the code must be placed. Thanks; RB
Custom Function for Custom Module not working
I created a custom module called Listings which is listed as CustomModule4 in CRM. Then I created a basic workflow to name Listings when they are created or edited. Here is the function that isn't working mp = Map(); mp.put("Listing_Name",streetnum
Approval process causing duplicates
I have a workflow function that searches a module for a lookup field that matches the relevant id. If it exists, it updates the record. If it doesn't exist, it creates it. This process worked perfectly until I added an approval process. Now, if a record
Scheduling of Automated emails
Can I "schedule" automated emails on the professional edition of Zoho CRM?
Zoho tech support SUCKS
I've been on hold for an hour and my call has thus far been disconnected three times.
matrix with all products, to change by user, to make quote with products
I'm new at using ZOHO is it possible to make/have some sort of form, with rows and columns, to calculate/assign products in a quote, by entering the amount of units? i would like to make a copy of our current price list, to enable users to enter, for each product, the amount to include in the quote: regards, etc
CRM-Form Integration: How to map in the CRM options from option-fields?
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to
Dashboard filtered by Campaign > Member status
Hello. We have the issue of having to manage multiple different campaigns at the same time, and one lead may have several active campaigns at the same time. The optimal would be managing this with the Member Status for each Lead+Campaign, but we have
Export merged Writer document in editable format
Hello! From CRM, I can create a Zoho Writer document as a template for mail merge. This document can be saved in different formats, like PDF, Word, etc. When I do a mail merge operation, the document gets opened, and then I can preview the merged result.
Phone Bridge Twilio
We are using phone bridge with TWILIO, everything is working great, except we are having this 2 problems: 1. We can not make a call back to a new client if we miss their call, it will show up in the activities tab as missing call from .... but you cannot
Needing Zoho Expert with Automotive Parts distributor customer base
Hello, Our company is an importer/distributor of aftermarket parts and accessories. We cater specifically to the B2B customer with a focus on resellers (dealers). We that we would like to connect with an experienced Zoho consultant with current customers in the industry. We would also like this individual to have some working experience with O365 and zoho integration. These are the TWO KEY criteria. Can someone help? Thanks
What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone, This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored.
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