Users / Control Page not responding
We've been trying for some time to change the ROLES for our users but the page fails to respond. Anyone else experiencing the same? Can't get past the PRESS 1 menu system via phone support.
How to split revenue across multiple months
Hi, We run a company that sells advertising campaigns. The campaigns often stretch across multiple months, and we would like to figure out how much we are earning each month from that campaign based off of daily revenue. Example A: Advertiser A has a contract for the month of Feb. (28 days) for $2800 ($100/day). In this example, all $2800 is being spent in Feb. so the sum would be $2800 earned in Feb. Example B: Advertiser B has a contract from October 15th to November 4rd (20 days total). The contracts
How to turn a deal into a sale?
I have a few deals that I have closed and won but they do not show up as sales when I run a report. I tried converting it into an invoice and a sales order but it does not make it a "sale".
Workflow Automation or Lead Assignment
Hello Team, I have a workflow automation rule and a lead assignment rule. The Workflow automation rule runs when a criteria is met in the data submitted in the form and it updates a field of Lead accordingly. Based on this updated field the lead assignment rule is supposed to run. However, this is not happening. Apparently the lead assignment rule is running first and then workflow automation rule. Can you tell me which one will run first? Ashish
User Control: Sales Pipeline Record Visibility
Hi, I am a new user to Zoho CRM and am evaluating it as a replacement to our in-house CRM. One of the requirements we have is the ability to control the visibility of records based on the sales pipeline. With our current CRM, in order to prevent issues with BDMs interfering with each other's suspects/prospects we hide anything that is not owned by the individual BDM. However, when a suspect/prospect is lost or not worked on for 30 days, it is moved into "recycled" status where it is free to be picked
Emails - just list all together NOT Emails Sent form CRM/ Zoho shared users
We have to click on each user or click back to sent from CMR. All emails sent to that client should list there and not separately. I have to look through each user or the Sent from CRM area to make sure I am not duplication an email taht was sent out of the CRM or by another user. You could still use the sent by column to separate these but All emails should list as one list not separate lists. Thank you
Zoho CRM search and replace a word
Hi, We have prepared some data in our Zoho CRM, and we need to be able to replace a word in a certain field in the Contacts module. The field has different content for all contacts, but we need to replace the particular word in all the records. How can we do it? We can't just do a blank field update, we need a more creative solution here. Thanks, Mykola
email with imap settings since today (4 august 2016)
Hi since today the emails are not working. When setting up the imap settings it says "authenticating" for a few minutes and then gives an error "server disconnect" it has been working until this morning... I have tried on several browsers and have alsy "disconnected imap" and tried to enter everything again .. but it gives the same result every time. PLEASE HELP URGENTLY! thank you
HOW CAN I CREATE CATEGORIES IN CONTACTS?
MS OutLook allows the creation of categories - a helpful tool to group contacts. For example, if you wanted to create a category within OulLook for all contacts with green hair you could create a GREEN HAIR category and tag all relevant contacts. Similarly, you could create a category for NEW ZEALAND. In short, CATEGORIES can be a very useful tool to sort/group/sub-sort/link CONTACTS. ZOHO CRM does not import categories created in Outlook. How do I create CATEGORIES (or something functionally
Disable changing owner of a record.
What would the setting be to disable the users from changing the owner of a record? I have seen this setup on accounts before but cannot replicate it. For instance I have a user locked down to only see their records, but they can change the owner and turn off access to that record. Any ideas?
Zoho CRM-Forecasting
i have set up a forecast based on: the parameter- "Sales Price" i enter a quarterly target of $35,000,000. When i run it i get an error- " "Target Mismatch" and all data is shown as 100%- what am i doing wrong?
Formula fields to dummies fields fro a final formula field
Hi all, I created a Formula fields in Deals module (thanks for the help I received in the forum!), but it was so big it exceeded 5000 characters. So I decided to split it in two : ''Formula 1'' and ''Formula 2''; but I still need to calculate the SUM of ''Formula 1'' + ''Formula 2''. I saw somewhere as a way to get around the characters limitation (again in the forum) with a custom function to copy the result of ''Formula 1'' and ''Formula 2'' in dummies fields, lets says ''dummyF1'' and ''dummyF2'';
Webform to Lead Updates
Hi there! We have recently updated our Leads layout and now want to switch the webform we set up on our website to dump the new leads into the new layout. I've updated the webform to pull information from the updated layout, completed the webform, and used the 'source' code to embed into my website. However, leads keep populating in the 'standard' layout we are trying to move away from. Is there a way to troubleshoot this? Thanks!
Logging an activity without sending a e-mail
I'm taking a look at Zoho. If i log an activity and add contacts to it Zoho will send all the contact a e-mail. Zoho ask me if i want to send an e-mail Even when i hit the No button Zoho is bordering my clients. What I’m I doing wrong? In 99% of the cases I don’t want to send an e-mail to my clients but simply want to log an activity. A report of a meeting or a call. I want to add the people who are involved to the case. So I can see who were presented at a meeting. But I don’t want to send them
How do I search for objects for which a certain field is empty? (Zoho CRM API)
Hi, I'm trying to use the "searchRecords" method of Zoho CRM API. I see that it supports operators like "AND" and "OR". But how do I search for objects for which a certain field is empty? Couldn't find anything like NOTEMPTY() operator in the docs. Thanks in advance!
Email alerts! not coming to my outlook email-all of a sudden
why am i not receiving my email alerts!!!!!!!!!!!!!!!!!!!!! i set the call for a follow-up and they are not coming in to my email on the day specified- it has worked like clockwork for years.......using outlook need this fixed asap!
How can I change the fonts for the section titles in a CRM module
I can't find a way to change the section titles in a CRM module. I have a lot of fields in my Accounts module, and it is hard to read due to the section titles not being distinct enough. Does anyone have a way to make this change?
anyone use calendy or similar app
anyone use an app that allows prospects to schedule a meeting with me? Or just bite the bullet and pay for yet another saas -calendy to stay current.
Contact not associated when creating an event
Hello, When I create a new event from within a task using the right panel, the task's contact is not automatically associated to the event and I have to select the contact again in the event popup. When I add a new call or a new task it works fine and the contact is associated whith the new recored, but not when adding an event. Did anybody have the same issue and found a work-around ? Thanks for your help, Didier
Account disabled
Hi, I am using the Free edition of Zoho CRM. When trying to login I got message that the account has been disabled. Is my data still there? Can I access it again? Sorry! Your account has been disabled. Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
emails that are not kept private in a multi-user environment
In a multi-user Zoho environment, I share the Accounts with all users. Although all privacy settings are set correctly, I have found that when I send an email to an Account, via the CRM, that the emails are visible to other users. Zoho's customer support's response was to send those emails via another email provider, such as Zoho mail. It would be much easier to simply click on the "Send Email" button on the contacts detail record, but I can live with it. The major problem is when I send an
Sync Products present in Zoho CRM to Zoho Subscriptions
Hi, We need assistance in Syncing Products listed in Zoho CRM with Zoho Subscription, so that we do not have to recreate Products in Zoho Subscriptions as the Products have already have been created in Zoho CRM
Google Calendar Sync
We are a law firm and we use the "Cases" tab to organize our cases. Within that tab, we add Activities to the calendar. When I add a new activity, everything syncs to the zoho calendar and then to the google calendar that it synced to it. However, if I edit the date of an event, it won't move it on my google calendar. I spent a long time on the phone with zoho, and they eventually couldn't figure it out and told me to contact google because there was an error in google's back end. I have no
Workflow that closes an event
Hi, I need to do this: · Create a workflow that allows you to close the event once the event capacity has been reached. For this logic you have to take into account the following: o Create a helper class called “EventHelper”. This helper class will have a method called “ChangeEventStatus”. o Create a custom activity that will allow you to implement all the logic. This custom activity has to reference the “EventHelper” class to use the “ChangeEventStatus” method. o You have to install
chat and feed questions
The "chat" at the bottom right of ZOHO CRM - is that supposed to be internal among users or is it supposed to be some sort of external? We are experimenting with how to communicate internally. :) also if i use @name to tag someone in the feed or a comment, is there anyway to get a notification in zoho or just an email? Thanks, Heather
Rate Clients (Accounts)
It would be great if there was a way we could rate our clients in the CRM for internal purposes! I.e. Star ratings or smilies - similar to how you rate feedback after chatting with us Companies like Uber have adopted this kind of technique. It just helps users gauge how reliable a client is / how good the experience has been in the past :)
Cant Hidden Field in Contacts View
Hello, i have created 10 custom fields, but now i dont want to show 1 of them, in the past i drag and drop the custom field to left columms to "Fields hidden" but now i drag and drop and dont happens nothing. How can i hidden a custom fields now ? Sorry for my English
Working uploadFile example anywhere
Hi everyone, I saw a lot of posts concerning the uploadFile method for the Zoho CRM API, all of them saying it doesn't work quite well. Now I can't believe that this would in fact be broken since all those years (some posts dated back from 3 years ago). Does anyone has a working example of how to use the uploadFile method ? Preferably, it would be in C# since this is the language I'm coding in, but anything that is working would help me with this. Thanks in advance, Bruno
Appointments and sheduling
I thinks that many people would agree that making appointments within the CRM module is pretty horrible. With multiple engineers on the road it is a night mare. If you use seperate accounts for them then you can not on a mobile device look at all appointments for the day. Also finding the next available appointment by location does not seem possible.In fact the location field is next to useless as it cannot grab info from the connected contact. I appreciate zoho might not get the service engineer
Add custom fields to users
We are coming front Salesforce where it can be done. We have around 5 custom fields in users standard module like when the user comes back from vacations to get leads again.
Pricing Problem
Hello Everyone! I am not understanding the pricing procedure of ZOHO CRM. I want to buy a portal! and then i will add 15 employees in Zoho Desk , 15 in Zoho Projects , 5 in Social Media , 2 in Survey, 2 in SalesIQ.... Please Tell Me How much it will Cost Will Appreciate Your Response Regards, Tom Cook
How to start a blueprint only from the first stage. #16
Hello everyone, It’s Hack Wednesday and I’m going to share a simple hack around Blueprint. Blueprint ensures that your sales team follows a standard set of processes without bypassing any processes in between. Let us consider a sales process with eight Lead Status - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert lead and Lost Lead. A Blueprint is created with these lead status as States and the successive stages as transition. This ensures
Duplicates
Is there any function to quickly and easily find and remove duplicates. We now have over 3000 people on our database and a number of duplicates. Also the search function doesn't still work propertly sometimes, ie doesn't find names we know are on the database. Thanks bercap
unread leads default view
How does zoho crm determine if a lead record has been read or not ? More specifically,what fields are used to determine this ?
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Marketing Automation book recommendation
Hello I might be a bit of a dinosaur but I wanted to ask whether anyone had any recommendations for a book on the theories and practices behind marketing automation? I have found various that look good, on Amazon, but I'm keen to try to find one that takes GDPR into account. Any recommendations? best wishes and thanks Helen
Adding text to a product on a quote
When I create a quote, I can type in the row below the product name. Can I print/export this out on the quote?
Territory permissions by User
Hi, I got a problem that I would like to present you. You might probably help me on that matter. Please take a look at the image below Edit Territory. The territory manager is Jeremy Cohen. Pascal da Costa has a Read/Write/Delete Permission on this territory. My question is, how can I can a third User on that territory with only a Read Only Permission? I thank you in advance for your help. Best regards, Pascal
Mobile apps don't integrate properly with website
Zoho CRM doesn't correctly sync with the mobile apps. Examples of errors as follows: Leads App: Compulsory fields aren't all showing as compulsory i.e. on the web version phone number and email are compulsory, on the app version only 'company' is compulsory and all other fields can be deleted or ignored Leads App: App doesn't pick up existing clients causing duplication. If a client already exists in the CRM, should the app not go 'this isn't a lead, the client exists'? CRM App: Salutation isn't
Vozy and ZOHO integration
Dear all, I like to share a new announcement with you. But first I have to explain what Vozy is: A business communication platform to work in unison, stay connected and grow productivity. Recently our programmers had launched our ZOHO integration which it will allow our customers to sync client calls and records in their Zoho CRM. Thanks so much! Virtual PBX Solutions
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