Workflow Automation - Link Back to Case Details in CRM
I have created workflow rules based on the creation of a new case. The workflow sends out an email with case details. What I believe this is seriously lacking is a hyperlink back to the case details in Zoho, so that the user may just click the link (assuming they're logged into Zoho CRM) and review the details of the case and/or take action within Zoho. Currently the user has to login and lookup the case - this is wasted effort in my opinion. Is it possible to do what I'm looking for?
auto-respond email is not listed in the email sent from Zoho nor Gmail - where is it?
Hello Zoho Team where can I find auto-response email sent after a web-to-case form has been filled out? The process is as follow: - web-to-cased form to catch request from customers, - auto-respond email to say "thanks for contacting us - xyz is the number of your case for further reference", then we need to see that the auto-respond email was sent to the customer but we can't find it nor in Zoho email nor in google email. Where is it? what should we do to have it in the email list of the account
Cannot UPDATEADD via uploadtool
I am getting an error "present in match columns but not in selected columns" I set up ZOHO_MATCHING_COLUMNS in common_params.conf, but where do i set up ZOHO_SELECTED_COLUMNS?
How to show "Approve Web-to-Lead" on the dashboard?
We are using Web-to-Lead form on our website and have activated the "Manually manage" option. We want to be notified when someone fills up that form. 1) Can Zoho send an email to us that someone used that form? 2) Alternatively, can we have all unapproved web-to-leads on Dashboard? Right now the only way it can be accessed is from Leads > Lead Tools > Approve Leads which is too inconvenient. Please advice
how we can integrate zoho crm and echodesign
we want to send quote information in pdf format to echodesign and back from echo design to zoho for approval of quotes once it is assigned. so how should we perform this task . should we have to use zoho api or it can be done in zoho creator. once approved can we done payment status from zohocrm to Meritus Payment Solutions. so how to integrate all these apps in zohocrm?
delete user in free version ?
how can i delete a user in the 3-user version ?
Changing default chart
How can I change the default chart provided in ListView.
How can I import data from posibles clientes to Contacts or Cuentas?
How can I import data from posibles clientes( Spanish ) to Contacts or Cuentas? Thank you Munir
Different layout for different type of leads
My company has several types of leads/clients within the same business domain. Is there a way to create different layouts according to the lead/client type? There are different pieces of information needed for the different leads/clients and to have toss all the fields in the boiling pot is quite clustered and hard to follow.
invoice template items
When i create an invoice with multiple items only one item appears on the exported PDF/Print Preview. I have attached the template I am using. Any tips or advice would be greatly appreciated. -Danny
Mail send to contact to move to lead?
By mistake, send an email to a contact when it should be sent from the lead. You may move it to the lead. Thank you.
Allowing a user to only see certain types of leads
Hi I want to add a new user but I don't want to give them access to all of my leads, contacts etc i have segmented my leads into certain groups e.g. type a, type b etc and i want this new user to only be able to see the leads that are type a. Is there a way of doing this? Or is the only way of doing it to export all type a leads to a new Zoho account? many thanks
[Sales Order] use API to insert sales order with account id/name
Zoho CRM API shows it is possible to insert sales order record by API as below, but "account name" nor "account id" are not included, does anyone know how to associate "uploaded sales order" and "existing account"? thank you https://www.zoho.com/crm/help/api/insertrecords.html
How to sync contacts
Seems to be a popular discussion topic... Trying to immediately transfer and save contacts when customer interaction occurs. We receive a phone calls and e-mails all day with clients and are still manually entering the data. Can anyone help me??
Zoho CRM for Google is not responding
When I click Authenticate Google Contacts it takes me to the Google acceptance page as it should. However, once I click accept, I do not get the Sync Contact / Sync Options page, but rather I am returned to the Authenticate Google Contacts page. Help please? Is there an issue in Zoho that is causing this? Thanks.
Can I autofill a custom ecommerce form with the information that a new customer enters into Zoho form?
Zoho CRM API Zoho CRM provides API (Application Programming Interface) for integrating CRM modules with third-party applications such as, accounting, ERP, e-commerce, self-service portals and others. With the Zoho CRM API, you can extract CRM data in XML or JSON format and develop new applications or integrate with your existing business applications. As the Zoho CRM API is independent of programming languages, you can develop applications in any programming language (Java, .Net, C, C++, PHP, etc.).
Time change
Hello, I don't know why but the time looks like is 9 hour ahead. That's confusing... I checked the time and is correctly set in the Italian time as you can see: Zona oraria: (GMT 1:0 ) Ora dell'Europa centrale( Europe/Rome ) How can I solve this? Thanks
Disable TFA
Using the Admin account or in any of each user accounts I have no DISABLE TFA field visible for selection. I am using this link: in each account: https://accounts.zoho.com We run a subscription based CRM with 9 active users. Anyone to advise?
Layouts not matching up
I've made a number of custom fields and created a layout for each of my leads, contacts, and prospects. The issue I'm having is that when I uploaded my database I had the First Name and Last Name separate, and my layout reflects this. The CRM seems to be automatically combining the first and last names into one field, the Lead Name, Contact Name, or Prospect Name. I do NOT want this to occur. How do I keep the first and last names in 2 separate fields, as I have in my layouts? Thank you for your
Arrange Contacts By Industry
I would like to arrange my contacts by market segment. For example... Architects contacts in one list and engineer contacts in another list. This will help me find and email those particular contacts with targeted information. Is this possible?
Where can I find help customizing?
I have a small business in Orlando and I have spent 3 days using Zoho to realize that I need HELP. Are there people out there who are paid consultants to help customize this for me?
How do I set reminders through Zoho ?
How do I set reminders for a future date and time ? and how do I receive an email for that on that specified date .
Quotes/Invoices
Can I generate quotes and invoices in the free CRM version?
Custom Function : Updating Birth Date / Anniversary Date / Due by date
Scenario: Updating Birth Date / Anniversary Date / Due by date You may want to send recurring newsletters to the customers. For example, greeting your customers on Birthdays or Anniversary Days or getting reminded of the next payment that you would receive from your customers. The next birthday date or the next anniversary date or the next due by date can be automatically updated provided you edit and save the record once in between the two birthdays or two anniversary date, etc. You can use this
Change account ownership
If I create a ZoHo CRM account, populate it with data and customised fields, integrations, etc and operate it for some time, is it possible to change the ownership of the CRM account to another entity (person or company) in future? Alternatively, is it possible to export the configuration and data and migrate it to another ZoHo CRM account? I am building a CRM for a client who does not wish to create a ZoHo account at this time. They may or may not establish an account in future. While I am paying
Dashboards
I'm looking to create a stacked bar graph that includes potential owner and potential stage in X axis and count on the y axis. Any ideas?
Sending mass email from campaigns
I have 4 campaigns set up and imported my leads to each campaign. How can I send out mass emails from each individual campaign? Is there a way to do it from the campaign link or do I have to do it from the Leads page and filter with manual criteria?
What Prospect Data Sources Integrate with ZohoCRM?
I can not find a list of data sources / agrigators (like Hoovers, SalesGenie, ZoomData) that are either automatically or easily integrated and uploaded as leads into the Zoho CRM Platform. Can someone please tell me where on their website this information is located or provide me a complete list? Thanks!
CRM Standard 2013
On the pricing of $12 per user is the address book and contacts shared? Is the capture leads from website? I tried calling but all are busy Thank you
add image to product
can I add image to a product?
New Custom Functions - linking ZOHO CRM Purchase Orders to QuickBooks
With the new Custom Functions can we finally link ZOHO CRM Purchase Orders to QuickBooks? In addition can we change the status of invoices paid in QuickBooks to the invoice paid in ZOHO CRM? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Social integration without search
Hello, I would like to know how can I add Facebook, LinkedIn, information from my lead where I DO have their profile links. Using the social integration where I have to give permission to search directly into the Facebook/LinkedIn database is great, but it is not practical. There are tons of "João da Silva" in Facebook so I must narrow down the search with its unique id for instance or the profile URL. How can I do that? Thank you, Igor.
Google Apps menu from Zoho CRM will not show
I have linked my Google apps account with Zoho, however, from the Zoho menu, "setup/apps & add-ons/google apps" all I get is a "loading" notification. I can not select any option from the menu, as there is none. What is the issue or solution?
Question about contacts and products
Hi, Is there a way to: A: Send an email to contacts related to a specific product? B: Send an email to contacts related to products sorted by a specific value. Example A: I have a product named "Wood House". Can i send an email to all contacts related to that product? Example B: In products i have a field named "For Sale" with the values (Yes/ No). Can i send an email to all clients that are related to a product with the value "yes"? I am aware that i can create reports with this information. But
I can't seem to get the ZohoCRM ActiveX Plugin to install.
I went to this page: https://www.zoho.com/crm/help/office/install-plug-in-for-microsoft-office.html and followed every step, and each seemed to complete properly. But when I go to the webpage in Internet Explorer, and try to do a mail merge, Microsoft Word is greyed out, only ZohoWriter is selectable. And when I check the Manage Add-ons in Internet Explorer, there is no zohoCRM.Activex plugin. However, on a separate computer on which everything is working fine, there IS such a plugin in IE (under
Associate Multiple Accounts to a single Opportunity
Challenge - we are a subcontractor that bids to multiple general contractors. We create a single potential but may send it to 3 different general contractors. I created 2 custom fields (account2 and account3) that provide lookups and it allows me to select the another account name When I create an potential, I select Client 1 via the lookup feature the account, client 2 as the account2 and client 3 as account3. After I save. When I open up Client 1, i see the opportunity listed as it should, however,
SSL received a record that exceeded the maximum permissible length.
I trying to use the Website Integration and after I put the code on my site. I try testing it and I get a SSL received a record that exceeded the maximum permissible length, error. The Error code: ssl_error_rx_record_too_long... Can someone help me out this... The URL is http://www.evelinagaina.com
some salesorders module field are not displayed in output pdf/mail based on customized inventory template
I have this inventory template (the red fields are not displayed, some of them are there only for debug purposes) and the output preview is like this: So how is easy to see all product related fields retrieved from SalesOrders table are not displayed Any suggestion, please!
Zoho App for iOS
Good evening all. I'm in tryal time for Zoho CRM, and i installed its iOS App on iPhone and iPad. When i open them i'm in read only mode. Is it cause i'm steal in tryal version or i have to configure samething on CRM Options? Thanks to everyone who will answer.
Adding Existing Users
We are looking at setting up Zoho to use a CRM within our company. A couple of our employees have already experimented with the free trial and like it. I'd like to create an account then add users for collaboration and to view user activity. The problem is, when I "add new user" it says "email already in use", because it is. Can I add existing users to our umbrella?
Next Page