Some CRM email not getting through
As I follow up on leads, I'm being told that my clients have never received emails that I sent through CRM. I know some may get filtered out in spam filters and so on, but is there a log of what is send and responses from the client email system? I see the activity log, but that gives me no information on emails. Thanks Kerry
Organization Email
I have configured an Organization Email, or Organisation Email, and made it available to Admins and Standard Users, I have replaced my old Personal Email IMAP configuration using the new interface. I can send and receive emails from my personal email address, but the Org Email address is not available to me. Emails sent to a straw Contact from the Org Email in the past when it was configured as a Personal email are where they should be, accessible under that record, but no replies are. I cannot
Zoho CRM email read receipt requests
Is there a way to get a read receipt using Zoho CRM email feature? Hi, Sharadh Shankar has replied to the topic you follow., is there any way to send a read receipt?. Hi Jeff, Thanks for contacting Zoho Mail. You can choose the option Compose and notice the top pane for dotted icon ( options- beside Trash icon ). Click on it and you will find the option 'Ask Receipt'. Note:- In case the recipients mail client does not support read receipts, there will not be any notification to the recipient.
Create an Event in Zoho Calendar from Custom Creator App
Hello, We want our sales reps to complete an "Appointment Recap" form as the means of generating weekly call reporting. I created an application using Zoho Creator to do this. The notes feature/function in Accounts doesn't cut it for our Sales management team. If, after an appointment, there is a follow-up date/action, the one "must have" feature that we need is to have the form form create an event in Zoho calendar, along with any follow-up details. We want our reps to do this at the time they are
Introducing Advanced Filters - Run intelligent searches to find the records you need in no time.
Advanced filters help you find what you're looking for by adding perspective and context to search. Now you can use multiple parameters such as tasks, notes, and emails to filter customer information and get meaningful search results. Here are a few interesting scenarios on how Advanced Filters can help you: Finding deals closing this month that have been inactive or have overdue tasks and need immediate attention from your team. Filtering out leads with no open activities associated with them. Combine
Importing Companys Sheet
Hi, I'm importing a sheet with 18k companies, but i am IT Support for my company, i'm not responsible for these accounts. I tried import with a field "Responsible of Account" but this is locked and automatic field. How to can i set this field for a Salesman? Thanks Rogerio Ferreira Black Cirrus
Module Relationship metadata API needed
Hi Zoho Team, Currently I am using "Free Edition" of Zoho CRM to consume the API's. While going through documentation for "updateRelatedRecords" API, I am facing an issue. I see that there is a delink method to disassociate related records in Zoho CRM using Zoho CRM API but I don't see any method to find the list of all the modules that can be related to a particular module. Is there any API to see the same? Basically I am looking for a metadata call to check this information. Can you please provide
Transfer Notes with conversion from Lead to Potential
Looks like Notes from Leads are not transferred to Potential record when converting from lead to account. Is there a way to either redirect so lead notes transfer to potentials.. or set up so a duplicate notes entries are made in potentials and accounts? Thanks!
Creating smart lists within my contacts
How do I group my contacts into lists which I can then target specific email templates to specific groups of contacts?
How do I create a subcampaign in the campaigns tab?
Hi there, I have a campaign I want to run but I have different stages to the campaign. How do I list the different stages as a sub campaign? From what I have seen so far, I can only monitor the campaign on zoho overall but not with different stages. Do the sub stages have to be created as tasks/activities so then I get a reminder on that stage? Could the activities/tasks tab be linked to the campaigns tab if I were to use that for the different stages? Is this even possible? Would be great
Feature Request: PhoneBridge Click To Dial
I would love to see a plug in and searches a webpage for phone numbers. When a phone number is present, you should be able to click on the number and the zohocrm phonebridge will initiate a phonecall. At the end of the call you should be able to create a lead in zoho and dispo the information and phone number. http://support.talkdesk.com/hc/en-us/articles/200370369-Click-to-Call
Feature Request: PhoneBridge Text Message
I would love to have the ability to send and receive transactional text messages through Phone Bridge Twilio Integration.
Introducing Zoho Motivator: Gamification for Your Sales Teams
We are pleased to announce the launch of Zoho Motivator, a brand new addition to the Zoho family. Zoho Motivator is a gamification solution aimed at maximizing revenue and driving team engagement. When integrated with Zoho CRM, the benefits of Zoho Motivator increase manifold. Your sales teams will be able to participate in sales contests, meet sales targets and showcase their performance to their managers and peers. With this integration in place your sales representatives will truly be motivated
Tracking an order from potential through to sales order - best practices and advice PLEASE!!
Hi all, My company (in Japan) imports furniture and finishings for hotels. This is what usually happens: One of our clients (an architect) will specify our chairs and sofas for a new hotel project. We immediately mark this as a potential, and send the client catalogus, samples, price lists etc as needed. Sometimes, the job will disappear (not enough budget, change of design etc) and we mark the potential as "closed lost". But sometimes, the project will continue, and we get an order. So, at this
Email Templates
Hi. I created an email template for Opportunities. See below: Dear ${Opportunities.Opportunity Owner}, The stage in " ${Opportunities.Potential Name} " has been changed/modified to " ${Opportunities.Stage} " by ${Opportunities.Modified By}. This opportunity relates to the " ${Accounts.Account Name} " account. Please review. Thanks. I had to add the last sentence mentioning the Account's name, because I cannot seem to be able to add the opportunity LINK. The only field available, apart from the opportunity
Web to lead notification
I've got web to lead notifications email set up and they work great. but I need to change the email address which it goes to. How do I change the email address that the web to lead notification goes to?
Zoho, let's have a frank conversation about your APIs
I've been struggling with your APIs for over a week. There are significant issues with your non-traditional and RFC violating design decisions. Issues: * Submitting XML data in the query string * Creating/updating data using a GET * Not accepting data using POST/PUT with the payload being in the request body * Standard query string encoding causing errors with the xmlData param * The incredibly small daily API limits * Documentation extremely lacking, things like "Net Total" for Invoices is undocumented
Account number on zoho
Hi, We have migrated our client list through to ZOHO, however, we are now looking manually entering our account numbers which are in the format of (123/S1) - however, ZOHO keeps giving us an error to input a valid account number. We tried several variations, but it seems that it doesn't accept Alphanumeric numbers. Please let us know of a solutions this matter. Our client account numbers are specific to our needs and we can't change them at this point. Thank you Rasha AVID Intellectual
Limit leads to owner
Hello, we are new users to Zoho and running into an issue. Some of our agents are so excited to contact the leads that they don't always filter to their leads and we've run into the issue of agents contacting other agents leads. is there a way to limit the leads that standard accounts can see? is there a way to default the view to My Leads instead of All Leads? I tried looking through FAQ's and the forum but i didn't see anything specific to this.
Zoho Invoice <-> Zoho CRM syncing
I'm having a problem that I can't figure out. We are using Zoho Invoice for a while now and have about 85 accounts in it with contacts and invoices. Now we are setting up Zoho CRM. So originally, we had clients' names as Display Name in Zoho Invoice. When we synced data with Zoho CRM, new accounts were created, but account names were client names and we wanted them to be Company Names. Everything else was fine, invoices were showing in proper accounts etc. So I deleted everything from Zoho CRM, emptied
Time based alerts or tasks on business days
I have set up a work flow rule, in this work flow rule there is one alert and one task. This rule is activated in the event of an updated field. The rule works great and has a time based alert and task. These work perfectly. The problem I have is that I require the time based calculation of 5 days to be 5 business days. Currently I can only get 5 calendar days to be counted. I have adjusted the organisations working hours and my calendar work week details. Is there some thing else that needs to be
Error with Record Sharing in Zoho CRM 2016
Hi Zoho, A few of our users switched over to Zoho CRM 2016. When they did that, however, they were no longer able to edit records that had a different contact owner. This is editing any field (e.g. phone number, email). The user makes the change thenthey received an Access Denied error message upon trying to save. The record sharing model is Public, and there has never been a need to restrict records to the owner, especially since participants switch out yearly. We are able to edit the records as
Single Email Tracking
Our company requires the ability to track email opens and link click throughs via our CRM. Evidently, Zoho doesn't offer this feature out of Zoho CRM nor does it have any integration parters. Is this feature on Zoho CRM's roadmap, is there an ETA?
tracking licence expiries in CRM
hi I would like an idea of how I can track licence expiries in zoho crm under the products module. from what I understand you can not assign 1 product to multiple accounts with different expiries date and run a report this is something I would have expected as standard as being an IT reseller everything is now monthly or annual licensing
Customize a zoho crm form
Hello, I need to customize my zoho crm form by putting conditions to display or not display some fields. What is the code for such a need. What os the language of the form. Best regards
Hide/Show fields in CRM
Hi, I wanted to know if there was anyway we could add function to the fields in the CRM. I want to be able to hide / show fields based on the values of other fields in the leads section. Please let me know Thank you
Multiple Potential Forms
Hi Is there any way we can design different layouts for a potential? We provide a range of services, each with different field types. We have the fields in different sections. Currently the potential layout has to show all of these sections even though most are redundant. Even if you could make the sections visible if a "Potential Type" field contained a certain value it would be a start. Surely this must have been asked for before? Steve Matthews
Make field layout/view dependent on the selection of another field / pick list
It would be great if you could hide a field altogether based on the contents of another. For example, I have a pick list for warranty status with items "warranty" and "non-warranty." If "warranty" is selected I would like to show other custom fields like warranty number, warranty status, and warranty payments. If "non-warranty" is selected, I would like to hide those unnecessary fields from the module layout. I realize you can map field dependencies, but this would take it to another (better) level.
Date format on Custom Module Field showing in wrong format
I created a custom module and added a Support Start Date date field to it. Values entered into this field are being displayed as "Aug 4" for instead of MM/DD/YYYY. Setup > Personal Settings > Country is set to United States. Is there somewhere else I should be checking to change the date format displayed? Thanks!
Pop-up alerts
I set up a test pop-up alert, but I did not get an alert. Can anyone help me with why it didn't work?
On creation of a record where pick list is not selected, field value should be empty. However records have stored a value of NONE or -NONE- by default
This has been happening for a while. Reports and views that are based on the field being empty are not working.
Best way to manage product Fulfilment?
Hi all, Would like some suggestions on the best way to manage product fulfilment? We are a marketing company that has a few different products such as: - Booking Tool - Website - SEO Each product has its own process that a different team member must follow, also some products require some pre information (Websites require a spec form to be completed before). My main issue is that the sales agent must be kept inform on the account tab at all times. What do you suggest I should do? Custom Modules
ZOHO Conference
When is your next ZOHO Conference where users can attend to learn how to use the CRM more efficiently?
Marking messages as unread in CRM mobile
Great job on the new CRM mobile app!!! Just one question, how do I mark messages as unread?
Emails - when sending an email how do I select who it goes to?
Help! I now have no way of selecting what contacts I send an email to ...... Unless I am missing something!!! Previously you could open up a window and select the contacts. This seems to have now disappeared. Thanks Tim
New CMR account search
hi Just a quick question - i used to be able to go to the accounts tab and across the bottom it would have the alphabet that i could select what letter i want to get me quickly to the account i needed - this option is no longer available? is there a way to easily search my accounts.
Import/Link old e-mails to Zoho accounts
Hi there, Is it possible to import a gmail e-mail to Zoho and link it to an already existing account? Thanks, Santiago
POP3 - a very old system
I am having ongoing duplication problems with about 20% of my incoming emails in my CRM email module. Zoho Support advised that the issue was on my server side i.e not with Zoho. However, there are no duplicates in my web email - Microsoft Exchange and Office 365. Neither is there duplication in my desktop Outlook program. GoDaddy, my provider, said they are 99% sure that the problem lies with Zoho, and POP3. Apparently POP3 is very old technology going back to 1985. It is a known source of errors,
SAASU in the cloud accounts linking to ZOHO...I am doing it...anyone else interested in its creation?
Hi again from Western Australia... We run a brilliant accounting system "In the cloud" technology just like ZOHO, but couldn't find any already existing system that will link the two. Have just sourced a company that works for SAASU development and is writing the API system right now for me. Pity to keep this secret to myself....Just letting everybody know so you don't spend big $$$ when I already have! Cheers Richard Huggins Franchisor Quickcolourprint.com.au Perth, Western Australia
4424 ERROR uploadFile method
HI, I want to use uploadFile method, but unfurtunatly i got this : I got this error : 4424 Unable to process your request. Please verify whether you have provided proper file. There is my code : <?php $recordId = '1862793000000172001'; $content = '@C:\wamp\www\work\php\test.pdf'; $url = "https://crm.zoho.com/crm/private/json/CustomModule4/uploadFile?authtoken=xxxxxxxxxxxxx&scope=crmapi"; $post=array("id"=>$recordId,"content"=>$content); //================= start curl =================== $ch = curl_init();
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