is there a la or oc ug
?
Using lookup fields from Creator in CRM's linking module
Hello, i cannot bind/map/read in CRM's linking module a Creator lookup field. I am using customer names within a creator app and want to map them with the customer id from CRM to show the related datasets from creator within linking module. Any chance
Can I create a PDF template for all modules? (Export to PDF)
I want to create a PDF template for the Cases module. Seems I am limited to only email templates that do not size well when printing/saving to PDF. I also tried creating a email template using the "Insert HTML / Plain Test" feature but this method doesn't
Populating Account ID when importing contacts
I am moving records from zoho to another zoho. We are using our accounts in the new zoho which are being imported from quickbooks. I need to export contact from the old zoho and have them imported AND linked to the accounts in the new zoho. Is there a
Users managing different timezones
We have suddenly run into a limitation of Zoho CRM, and we are seriously considering searching for another CRM where we can solve this. Zoho CRM makes the following assumption: that users manage meetings between themselves and an external lead. So, Zoho
Subtasks in CRM
Can you do subtasks in Zoho CRM? If so, how?
Find and sort contacts by date created
Hi Me again. I have 6000 contacts in my crm, they all have scheduled calls against them thanks to help i have recieved here on the forums. I need to ask more though, I want to cycle through my current contacts and schedule calls for the sales guys to
Create report for number of leads assigned in CRM
We need to manually assign leads in our CRM. Is there a way for me to keep track and report the number of leads assigned to each salesperson is equal?
SnapeEngage Chat and Zoho CRM integration
Hi, Does Zoho and SnapeEngage have integration so that leads can be created from chat session? -Eric
Celebrating our Zoho Community SuperBuds!
The SuperBud Program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs and ZUG leaders, have stepped
create a dynamic page with customer details
Hi there, we would like to create a (landing page) with some customer details (from Zoho CRM), at the minimum with salutation, pre- and lastname. In the best case we can include that page in a workflow in Zoho CRM. The logic behind is quite similar to
Zoho CRM Apis
Hello, I have to do a Hello world program , that transfers data to/from my Java Spring web application into Zoho CRM, using Zoho CRM apis. Can you please guide me from where i can start.
Oauth: Check authentication status
Hi there. I am developng an integration module for open source SMS. I need to check if generated auth tokens is still valid. What REST endpoint can I ping for that? The problem here is that I do not know for what scopes provided tokens was created.
Zoho CRM Android App
Any plans on making Zoho CRM an Android app as well as an iPhone App??
How to import custom module records and assign the owner as the owner of the account?
Hi, I need to import a number of records into a custom module. The imported data does not contain a record owner column, so I need set the owner of the imported record to that of the account owner that the record is linked to (The imported file has an
Is it possible to have the dialog to schedule an appointment within the lead conversion page?
We are a contracting company and we do a free estimate for each deal/potential. Every single time a lead is converted to a deal we need to schedule the first appointment with them. Having to convert the lead first then go in after and schedule the appointment
Can't delete function that are not related to workflow
Hello, I have functions that are marked as used in Workflow, but the workflows have been removed. However, the functions used have not been released. How can I remove the functions that I no longer need.
Email parse function - improvements
Wow - I am impressed by the new email parse function in Zoho. https://www.zoho.com/crm/help/email/email-parser.html I have a request for an enhancement - please allow us to map to "Picklist" or "Multi-Select" fields.
Help - Zoho CRM and Forms integration
Hello, I hope someone can help me with this one... After converting a Lead into a Contact, I would like to send him/her an email template with a link/QR code to a Form with: Pre-populated basic fields that come from the Lead profile Many other fields
Is there a way to put a customer on "Hold" within the CRM App
Currently, I do not see a way within the CRM to place a customer on hold. We have run into the situation that when a customer does not renew a contract agreement in time or at all that the CRM does not prevent a sales rep from placing an order still at
How can I open The CRM Mobile APP with a link
is this possible? Opening an email link when a new reference alert comes in with the Mobile Apps instead of the internet browser.
Notification Emails but only once!
Hi, I've been asked to create a notification email whenever a sale has been "Completed" by a contact who falls under a specific account.. That was easy, however now have been asked to only send the notification the first time, and not subsequent sales
Track Custom Module Record From Lead to Contact
Hello! I have a custom module "Applications". Applications can (should) be related through a lookup field to either a lead or a contact. If I create an application, relate it to a lead, then convert that lead to a contact Id like to relationship to transfer
How to convert a contact into a customer
Hello, I have leads that I converted to contacts. I created some opportunities. Some opportunities were accepted and the contacts became customers. My problem: I don't know how to convert these contacts into customers in Zoho. Could you please help
Assign people and time tracking in Deals?
Hi there, Is it possible to assign people to Deals? and to time track what hours they spend on that deal? (I know you'd say that all that features are in Zoho Projects but I'd like to know if I can find a way of assigning people and time track in Deals)
Can I block the lead timeline?
Is it possible to block my salespeople from the lead timeline? That only I can see it?
Mapping Excel Sheet And Leads section
How to map the "multiple sections" option available in Zoho CRM in excel when you are importing the excel sheet?
Gmail IMAP instead of POP into Zoho Mail
I tried search for this, but couldn't find a solution or an answer. We currently use Google Apps and Gmail to communicate, and one of the main reasons we chose to go with Zoho was because of the email integration. However, as soon as we signed up, we realized that the email add on doesn't help much. We have over 25 GB of email that we don't want to delete and keep on file, however, if we use POP that runs up the storage charges on Zoho. I was shocked to find that Zoho doesn't support IMAP functionality
time tracking on zoho crm cases
Is there a time tracking feature in zoho crm cases? I need calculate time spent in calls, tasks and events Thanks in Advance
Deal Activity Tracking - By Time
Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I
Employee Tracking
Good Morning! I have admin status on my account as well as my manager. She would like to be able to track what her employees are doing. See Leads, see their activities, track their calling and effort within zoho. Is there a way to Set up individual profiles
BCC Dropbox - Modules
Good afternoon, I'm trying to set up BCC Dropbox for our Agents to use, but at the stage we wish to use it, the Leads and Contacts modules aren't suitable for us. Is there an option to configure it to search a Custom Module, or any others? Many Thanks,
How to associate Supplier emails to a Contact's record
Hi, We're an event organiser. We have our customers, and we have our Suppliers. The Suppliers sometimes email the customers direct, but usually they email us about the customers event. At the moment we can see all IMAPed emails between us and the customer
Replicate Account Data in Contacts module
Hi I want to replicate a field details in the accounts module so that it shows in the contacts module. Is there an easy way to do this? Cheers Chris
Issue with custom sendmail function
Hello! I am having an issue with a sendmail function that has been in use but my organization is looking to add more detail to it. The custom function sends an email to a pick list user but I do not know how it determines which email address to send to.
How to choose layout when converting lead to deal
Hello, When I convert a lead to a deal I want to be able to choose which deal layout I convert to. The option is there in the conversion window but the box is greyed out and cant be selected. Please advise.
Zoho User Group (ZUG) in-person Meetups
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, September - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
What are your incentive programs like?
Surprise! Our sales team is still not on board with using a CRM program. Old habits die hard don't they... After many attempts to find a solution, it appears we will likely have to use an incentive program. This is new territory for us, so knowing what to base our program is a big unknown. I am curious: How do you have your incentive programs organized (categories to base off of)? How do you make a level playing field when the roles of our sales staff vary (we only have 7 sales members)? Thanks!
Changing time zone
My time zone is set to EST but shows up on my notes 1 hour behind WHY???
Email a copy of Lead Import Errors worksheet each time imported?
If there are any errors after importing leads from an excel spreadsheet, I need zoho to automatically email me a copy of the "List of records with error" report. How can I best do this?
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