How to Create a task and assign it to a user in Zoho CRM
How do I get this done? Kindly help.
Webform information is not coming to zoho leads
Hi, I am handling my client;'s Zoho account. Client has used webform for contact form, and also in their PPC forms. Contact form http://www.oxyhealth.com/contact_info.php PC landing page: http://www.oxyhealth.com/rfi.htm http://www.oxyhealth.com/rfi5.html http://www.oxyhealth.com/rfi4.html http://www.oxyhealth.com/rfi3.html http://www.oxyhealth.com/rfi2.html Can you guys help why the information from the webforms are not coming to Zoho? Thanks
Apply Automation workflow based on email status from CRM
Is that possible to apply an automation workflow based on the email status sent from CRM? In our case, we'd like to send an email to the internal team if the email status = delivered/opened / click, if that is possible how can i set this up? Thanks.
Outlook email integration
In the lead area, how do I integrate Outlook so I can see all the emails associated with the lead?
Modify "Calls" Module
Hello Zoho CRM Support, Is it possible for me to make changes to the "Calls" module? I would like to modify or add a checklist for call results (so they don't have to be typed in every time). I would also like to rename the module to "Phone Calls" instead of "Calls. It seems like I am not able to make any changes to that particular module.
I cannot add a new user
I find your system extremely annoying and the fact that you are not open at the weekend appalling. On my account I have three users - two of them have the wrong email address and consequently they are not using the system You are costing me time and money. I tried to add a user with my domain and it does not let me. All it does is cost me money.
Custom Functions Help
All: I need a few basic custom functions taken care of and put on a schedule. Would pay for this of course, please let me know if you are interested. Thanks
Transferring data between tabs
I am needing to have a new 'record' created in 'Tab 2' when stage field is changed to a certain value in the Potentials Tab. All we need is to transfer the Potential name into the new Tab. How can I do this? Thx Matthew
Error to tag to an user in zoho crm notes
Hello guys, I have a little problem to tag to an user in the notes section. I can to make tag to this user, but to save the note, he don't get a notification in his email. This strange case only passing with an specific user, Will this a configuration problem? Thanks!
How to filter and export records?
We're looking to tidy up duplicates in Contacts module and would like to export out each contact record that doesn't have an associated Potential and delete them from the CRM. Is there a sane way to do this? We tried de-duplicating in the CRM but that still leaves us with 1000's of records to manually review and merge - so that is a no go! While there are filters in the contacts module that allows us to filter out contacts without any potentials, there is no way to export these!
Google Adwords Integration
I'm trying to integrate Adwords with Zoho crm but the instructions appear to be missing important bits of information. I am using my own forms and api. I have captured the GCLID from cookie and assigned it to variable $gclid and have included this is the api i.e. <FL val="GCLID">'.$gclid.'</FL> So far so good. However, I'm confused as to what goes in the hidden field in the form. Is it <input type='hidden' id="zc_gad" name="zc_gad" value=""/> ? Or is it <input type='hidden' id="zc_gad" name="zc_gad"
Function to Update Field
I would like to create a function that calculates age in days from a known field and then populates the information into another field. The formula for calculating the field would be: Abs((Datecomp(${Design Requests.Date Submitted},Now())/1440)) My question is how do I create the function and implement it on a schedule so that it updates those values every night for reporting purposes? Also, only records in a specific stage would need the calculation done.
EXTREMELY URGENT - searchRecords Not Working For Potentials
Hi Support Staff I have relentlessly searched forums for the answer to my problem, with no luck. The following works fine: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={$token}&scope=crmapi&criteria=(Phone:Test) The following returns error 4832: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?authtoken{$token}&newFormat=1&scope=crmapi&criteria=(Potential Name:Test) I have tested these two calls from within PHP and from browser. Only difference is the module
Edit/manage/delete custom functions for related lists
I cannot seem to find a menu to edit/delete the custom functions which were created for related lists. If I click "Add related list" -> "Custom functions", it just shows me the menu with two buttons "Get one from the gallery" and "write my own" However, if I go into the deluge script editor, and select "call function", I see a bunch of functions under application = myfunctions namespace = default namespace
Tip #14: On Reports
Hello folks, Following our weekly tips on using Zoho CRM, we are back with a tip for this week on Reports. Tip #14: On Reports Everybody loves Reports. More so in sales! Reports give a sense of direction to the sales reps in terms of where they stand and what they have to do specifically to reach their target. They quantify the sales reps' hard work and give them the much needed sense of achievement and motivation to push further. Zoho CRM comes with a set of standard reports and the option to create
Giving unique name for excel export files.
I extract the relevant sales pipeline reports for a fixed time period as an excel file. 1. I have created a weekly pipeline report which is sent by email every Friday. 2. this file along with other data is linked to an excel dashboard file. 3. During our weekly meet this helps in getting a status of our sales pipeline salesman wise, product wise, area wise etc., along with region wise sales in the Excel dashboard. My problem is this. ZOHO CRM has a unique way of naming the export file (some random
Lead Prosess
I would like to be able to create a process from leads. - when a lead is created, I would like to be advised of the lead creation and in the email be able to know the name of the lead and who created it, I have not bean able to create this on my process. - Is there a way to create a Module that will do all this once the lead is created, we need to advise 2 people that this lead is created and it only lets me do one?
Automatic information from Product to Potential
I need help on how to assosiate certain fields to automatically retreive infromation from a Product and fill in fields of a Potential. Does anyone know how to do this?
Focus Group #2: Integrated Finance Suite in Zoho CRM - A preview.
Dear Users, Do these Sales challenges sound familiar? "I have to access multiple applications to get the requisite receivables/payables insights of an account." “Management asks for more insights on my sales spend.” “I rely on insights from operations team for stock availability before committing a sale.” “I need more customization and automation in the quote templates.” Well, these are some of the many benefits Zoho CRM will bring to your business with the much awaited Finance Suite integration. We’d
Twilio SMS help
Hi, I have set up and configured Twilio SMS through the Twilio extension, Inbound and outbound sms function is working but inbound sms receives two of the same message is there a config problem here? Also is there a way we can get desktop notification or something for inbound sms? I clicked the notification box in Setup > Channel > Salesignal but I can't see any notification when an SMS is received. Thanks Adam
Disabling or removing salutation in Zoho CRM sync with Google
For some reason after I sync my Zoho CRM database with Google contacts, the first name of the Zoho contact is duplicated in the Salutation (Prefix) field in my Google contacts. So, the contacts in Google will look like this "John John Hancock". My question is, is there a way to specifically map the "Salutation" field to the "Salutation (Prefix)" field in Google? When I click on edit sync fields, under Google there is just the field that says name. It does not have a field for "Prefix" or "Salutation".
Emailing invoices and cc
When emailing an invoice or quote you have to hit the c.f. or bcc button if you want to send to more than one person. In the previous iteration before the big great update about a year ago,the c.f. and bcc were always open on the email and even had last contact show up so you only had to enter one letter and the email address popped up. All our invoices and quotes are cc"d or bocce would love that feature restored
Push Data Into Another Module
How can I push data into another module, specially address information?
CRM hack #9 : How to add exceptions to a workflow for select contacts?
Hello everyone! Workflows in Zoho CRM lets you automate routine processes thereby allowing your sales team to focus on the most important thing, closing more sales optimally. Let’s consider a scenario where an administrator sets up a workflow to send out 5 emails, one every 2 days from the date of creation and a followup task for the sales representatives. First email is an instant email about the overview of the product and the next set of 4 emails are about the details of the product which are
will this be available online after the fact
for those of us who are travelling. The Zoho Q&A on the community (CRM)
How to import data to maintain relationship between contacts and products
Hi, I'd like to move the management of contacts and the products they buy from my Excel spreadsheet into Zoho CRM. I understand how to import contact records or product records from Excel or .csv into Zoho CRM. What I don't know how to do is how I maintain the relationship between contacts and the products they have bought. For example, Contact A has bought Product 1 in 2015 and Product 2 in 2016. I could do this easily for a few records but I have hundreds of contacts and many products. Is there
Tracking Actual Revenue of a Campaign
It appears that when adding a contact to a campaign, I cannot modify anything other than the member status. What I want to be able to do is enter how much the person paid to attend the campaign (for example) and then be able see a total revenue of all contacts associated to the specific campaign. Just watched a demo webinar for Salesforce and this was a solution they have, so I thought, why can't I with ZoHo CRM. Essential, I have the Actual Cost, Budgeting Cost and Expected Revenue populated manually,
Trying to import opportunities from Dynamics 365
Hi, I am trying to import opportunities from Dynamics 365 and I am having the following problem in all the registers: "Could not find a matching parent record for this lookup field. - Account ID" I have exported accounts from already created ones in Zoho and copy the Account id in order to have the zoho code, for instance: zcrm_2723283000000235097 Can support help me with that? Thanks, Martin
Application Password from Google (G Suite) not working on Zoho CRM
Hello, I am trying to sync my G Suite account in Zoho CRM through IMAP. I have followed the instructions in creating an Application Specific password but it it not being accepted into Zoho CRM. I keep getting messages that it is an incorrect password. I don't want to turn off TFA from G Suite. Any help is highly appreciated, have tried multiple times with multiple app generated password.
Potentials and Leads Confusion
Hi, I am setting up Zoho for my business and I imported around 200 different accounts that we are pursuing in as POTENTIALS. Currently, none are set up as leads. My question is whether I should change some of our lower-probability opportunities into leads? Or keep them as potentials? Or, can I take full advantage of the system with all of them entered as potentials and not leads? Thanks.
Zoho CRM to Zoho CRM Migrating Data
I have completed a back up of my previous ZOHO CRM and trying to migrate the data into our new ZOHO CRM. I have copied the customisation from one crm to the other. Is there a way that I can import the original create time and not have it automatically changed to the date the data is imported? It is very frustrating. Some of my date fields aren't even importing into the new CRM even though I I have mapped them. Cheers Chantha
Automatically update Deal Name at Lead Conversion?
We name all of our Deals by Lead Street Address. Is there a way to automatically change this field at conversion from Lead to Deal + Contact?
Reg: how to insert Unsubscribe link?
Dear Sir/Mam, I want to know how to insert Unsubscribe link in Zoho Crm template. Please guide me how to insert it. Looking forward reply from you. Thanks
All Zoho CRM data has gone
I've just logged in to my Zoho CRM account and all my data has disappeared. It looks like the account has been reset as it asked me to add Company Name and Phone details. Is there a time limit on free accounts. All my customer data was in there. Can't get through to Zoho with chat, not a great service.
Can I add Account columns to the Tasks list view?
I have a list view for a set of Tasks. Each Task is associated with an Account. I want to be able to sort the list of tasks by a field on the Account (e.g. an estimated value field, a size of company field, etc.). I can only add columns to the Task view which are on the Task. Is it possible to add column headings for the associated Account - in the dropdown shown in my screenshot?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
Unable to confirm user in Zoho CRM
We try to add a new user to zoho crm but every time we send him a (re)invite email, he cannot log in the system, he receives the notification that his account is disabled. In Zoho CRM, the user has the status Not Confirmed. In CRM, we can assign accounts to him. but he is unable to log in. We reviewed all information about this problem but couldn't find a solution. We already tried the following: 1. Enabling the user in the superadmin control panel 2. Deleting other mail address related the same
Zoho API file upload error “Unable to process your request. Please verify whether you have provided proper file.”
I want to upload file to zoho using uploadFile method, but unfortunately i got this : "Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values." i am already tried this "https://help.zoho.com/portal/en/community/topic/unable-to-process-your-request-please-verify-whether-you-have-entered-proper-method-name-parameter-and-parameter-values" but dose not work $fields = array();
$fields['authtoken'] = $this->authtoken;
$fields['scope'] =
unable to add a user
I am unable to add a user. Please help shuaib hyderUser ID: 25938714 My Account
Separate Layout - adding pick value issue
Have separated sales order into different layouts , and added a new value to pick list under "standard" mode, but value won't show in other layouts, does it mean under the same module when I hv to add new values to pick list, I hv to added to each of the layouts. Need update on this as its really NOT possible
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