Workflow Emails
Hi Are you able to link a workflow email to the Record it is associated with if the workflows are being sent to Users? For example, I want to set a workflow that when a task is overdue it sends them an email that that particular task is overdue or if a Lead has not been actioned, they will get an email to advise the Lead has not been actioned and gives a link to that lead? Thanks Tash
Custom related List
I am trying to create a custom related list for contacts on the accounts module. Instead of showing one contact list under the accounts module I would like to show two. One would be active contacts and the other inactive. I have a custom field on each contact which is checked if active and unchecked if they are not. Is there a way to create a custom related list based off the contacts module? Rough outline: Active Contacts Contact Name Phone Email State Joe Cool 888-888-8888 joe@email.com VA
Can I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if this is possible and how can I do it?
creating a new deal during lead conversion circumvents layout rules
When choosing to "create a new deal for this account" during lead conversion, it is circumventing my layout rules and displaying all the hidden fields (many of which are required). This is problematic as certain fields are not applicable to those deals. Can we get a fix asap please?
Standard views in searchs of CRM
Hello, I want that all users of CRM to have the same view when they make a search in CRM, with same modules, same fields and same order of fields. Is this possible? Best regards, Unai Mata
Ability to use more than one email signature
It would be advantageous when we are in daily communication with several clients and prospects, and we want to use the signature of the mail as a space of general communication and publicity. For example: 1 - "For the months of August - September, you have a 10% discount buying any new service" 2 - "We remind you that we change our phone numbers, the new numbers are 12345". 3 - "Coupon of the month for your next order is : AAABBB - 5% discount" In zoho mail I can have more than one signature and
How can i use email address as a lookup value?
I'm trying to link my order data to contacts via lookup fields but currently I understand that the only lookup option is using the Contact Name. Since this is not at all unique, I would like to instead use the contact email address. Ex. our order record would contain the contact email address and should lookup to the contact email address field to connect the 2 modules. How can I do this? Please help!
Conversion Report
Hi Everyone, I've been struggling to make a report in Zoho to show the % of order conversions. I need a report that will show what % of deals are at a certain stage per month against the total number of new deals created that month. We don't use Invoices or Sales Orders Thank you!
HTML Emails out of Person's record
Hi there, since I started using Zoho CRM I was able to send HTML Emails out of people's records. I copied my HTML code in the email window, even if the code was long (more than 100.000 characters), pressed Sent and all was fine. I've sent hundreds of emails like this...up until recently. For some time now, when I do the same I've done for weeks, I get an error message, telling me that the line is too long. See attached screen grab on this error message. Obviously something has changed? Is sending
Automatic mail via Crm when Project task closed
Hello, I'd like to know if it's possible to create an automation like this: when a "A" task is closed in Project, send the "A" model template via Crm when a "B" task is closed in Project, send the "B" model template via Crm. Any suggestions? Thank you.
Mass merge duplicate leads
I have over 1400 duplicate leads even though I have tried the "skip" and "update" selections against the company name when uploading new leads. I've have already manually merged over 1,000. There has to be an easier way since Zoho isn't skipping or updating correctly when uploading .
How do you merge duplicate potentials
For some reason we have a number of duplicate Potentials, contacts and accounts. Is there a way to merge these to remove the duplicate?
Mass-merge or mass remove remove duplicate contacts
Hi Zoho Team, We tried to create a mailing list with some of our existing contacts, and ended up cloning / duplicating those contacts. When searching a name, 2 versions come up. If one is edited, the other one remains unedited, so they don't recognise one another as the same. The risk here is that we may lose or duplicate information, so we need to either mass-merge or mass-remove the cloned contact. I am able to merge individual contacts, but this isn't plausible for hundreds of contacts. How do
What will happen to the leads (auto-responder & funnel update wise) which download the lead-magnet?
When zoho crm track the website visitors what happen to the those visitors who download the the broucher
cannot access after the new UI
Our ZOHO users are not able to connect ZOHO CRM after you have applied the new user interface. We only see a screen bilinking ZOHO CRM. Mobile version is still working. We need an urgent support about the subject
Certain users have more access vs. others
Hello--I have a couple users in our Zoho account who I would like to be able to view ALL of our accounts, even ones that they are not owners of. How do I go about specifically assigning these couple of users so that they can see all accounts, while regulate others so that they only see accounts that they own?
Feature Request: Dial Pad on PhoneBridge Inbound Calls
The Dial Pad is not available during inbound calls. I received a incoming phone number that requires you to make entries, IE, Press 1 for sales, press 2 for support. Currently you can not do that.
Slow synchronisation - CalDav
Hi all, Is anyone else experiencing very slow synchronisation between ZohoCRM and CalDav? I'm also seeing it take a long time to send out calendar invite emails to participants
Meeting Notification
In meeting notification it has a statement at the bottom of the meeting invite which reads; This e-mail is generated from Zoho CRM. If you think this is SPAM, please report to abuse@zohocorp.com for immediate action Can this text be removed from the notification? Or is it a permanent feature, in which case we will stick with sending notifications from Outlook invites.
CRM 2016 Suggestion - Uploading a File
When uploading a file, the dotted box with the words 'Attach' in the middle looks as if you can drag and drop your file into the area. See image below. For this type of box, basic web usability states you can drag your file here that you want to upload. Doing so crashes CRM 2016. If this is suppose to be a button, then please make it look like a button. If you are supposed to be able to drag and drop, then it is not working.
How do I link an Events place to a contact (and it's already saved adress)
Hi, I am very new to zoho and I have a database of quite a few contacts with saved adresses. If I know start an Event, I would like the "Lovation" to be like "at XY", so that I dont need to find out what the correct adress of the contact is and then tiping it into the field for Location... Is that possible somehow? I already managed to press "relate to - contact", but that does not solve the problem because the field for Location stays empty... My goal in the end is that my iOS Calendar tells me
Update unit price custom function
Can I update a Unit price in product based a on custom function calculation, I cant seem to update the field through a custom function.
How to create task based on custom list view?
Ive created a custom list view, based on a custom field (Networking group: JVs, potential clients etc.) - when I go to create a task, there is no option to find this custom field. My goal is create a reminder / task to contact at specific intervals, for example, "potential clients" every 7 days. How do I do this?
Zoho CRM Speed
Hello, It was brought to my attention by several customers in Western Europe (Brussels / Amsterdam) that the Zoho CRM Services significantly slow down in the afternoon (local time). I have personally felt this through the total disfunction of some items in CRM at some times. This situation may lead to unhappy users. Is there a reason why this happens and more specific in this particular frame of local afternoon? Thanks for a speedy insight! Best regards, Karl
Status - customized options?
Hi, I have a problem. I just changed some of the ´options´ for giving a status for a ticket. I set up myself some new opportunities, but when I click the field ´status´ for a new ticket I can only see 3 of the 6 options??? No matter what I do I can´t seem to scroll down to the other options..so what to do? Thank you. Regards, / Kim
Automating invitation responses with Zoho CRM Campaign?
Hi, We use the Campaign module in Zoho CRM (rather than the mass mailing campaigns.zoho.com tool) for our event management. When we send out invitations I would like to include a link or button where they can accept or decline the invitation which then automatically updates the member status. Ideally it would also add the event to their calendar. We currently mail-merge the invite from Outlook but completely open to other mail out tools if it helps with the solutions (we have a subscription to campaigns.zoho.com
Custom Fields in Mail Merge
Hi, I created a custom Module with different custom fields that I have related it to the Potentials Module. When trying to create a template for the Potentials module in Mail Merge, I can't find the custom fields that I have created. I even added a Product to the Potential, and also can't add any fields from the Product in the template. Is there something I am missing? Is there a way to connect any Custom Module or Field directly to the Potentials Module and then use that information in Mail Merge?
CRM error code 4425
Please can someone direct me if there are any solutions to error code 4425. I do not seem to find it anywhere. Learn and share with other
Creating an IF formula field for a custom module based on a date field to return a text value
I have a customer module, and in it I have a start date and an end date. I want to create a custom field with a formula that says: If [End date] is today or less, then "Expired" else "Valid" I have tried a ton of times to get this to work but I feel like zoho doesn't like mixing dates with text returns?? eg: If(${Support Contracts.End Date}<=Now(),'Expired','Valid') I receive this message You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions
Contracts management
We need a way to keep track of CONTRACT details... Contract Type Contract Number Start Date Original Term End Date Renewal type...Auto/None Renewal End Date I noted in a response from 2009 that this was to be part of the 3Q2009 release. Is it coming??????
Short cut to return to specific page of tasks?
Dear Zoho, Is there any way that if I close a task, I can return back to the previous page of tasks I was on. For example, I have 3 pages of tasks. If I select a task from page 2 and close it, is there a shortcut to return to page 2 rather than the first page again? Regards, Lewis
Associate Emails with Purchase Orders
With Purchase Orders at the bottom it says "Emails". This is by default set to "No Records Found". How can I associate my corresponding emails with it? I can't find the option anywhere in the purchase order itself, nor in my email in CRM.
Function to get and update Price Book discounts
I have setup a price book in Zoho CRM with flat model and two discount levels in pricing details. There are some products associated with this price book. I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info PriceBookData; How to read and write price book discounts using deluge script? And how to
Capturing product sales history
This sounds like a really basic question, but I cannot find how to capture which products a customer has purchased onto the customer record.. Which module might help with this? Is there a way to link with a woocommerce shop and auto-update?
App and multiple users
Hi run a small company and we rely on Zoho CRM. At the moment the staff get paper job sheets but we are thinking of giving them the app. I have been using it for over a year and it works well. One big question can it show mutiple users events rather than just that user. Really important as we do not always have staff in the office and the apps ability to cache content makes it workable even in a poor 3G area.
Importing contacts linked to accounts
We have imported accounts to a new zoho instance from quickbooks. We want to import a list of contacts and have them linked to the accounts, the account id is correct to correlate with the accounts info. We import and map the fields but the account field in contacts will not populate.
Adding contact through contextual gadget in gmail, secondary email are added, and not primary
HI When I use the contextual gadget to import contacts, the email adress are importat as secondary Email, and not email. this make that the listning are not correct, and we need to manual add email again inside the crm. Is there any redesign of the contextual gadget in email? it's missing a lot of features! BR David
Error 4401 Unable to populate data, please check if mandatory value is entered correctly while inserting a call record in contact
down votefavorite I am trying to link a call with a contact to log call history. I am using the xml below. But the response is 4401 Unable to populate data <Calls>
<row no="1">
<FL val="SMOWNERID">2145559000000117005</FL>
<FL val="Subject">Sales campaign</FL>
<FL val="Call Type">Outbound</FL>
<FL val="Call Purpose">Prospecting</FL>
<FL val="CONTACTID">2145559000000117005</FL>
<FL val="SEID">2145559000000117005</FL>
<FL val="SEMODULE">Contacts</FL>
<FL val="Call Start Time">2016-05-06
CRM | Accounts Migration
To whom it May concern, Our zohocrm accounts are associated with google apps accounts, we are about to migrate our email system to office365. We would need to know if the change, can cause some problem with the crm. Example, Unable to login or Changing the system changes the unique identifier of the account. When I log in i will lose the configuration of the account. Sincerely, Bruno
How can I pass multiple selection field value via crm add contact api?
I am using your zoho crm REST api for managing contact in crm. And I added custom multiple selection choice field in zoho crm contact layout. How can I pass multiple selection field value via crm add contact api? Please give me demo of xml string to pass multiple selection field value to contact api.
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