new App
I love the new Zoho CRM app for Android. Well done!
Question re Workflow Rules in Calls
I saw this post for years back Now, Create Workflow Rules for Calls, Tasks & Events too! and I would like to ask about creating the workflow based on Call Result. It is stated in the post that the rule gets executed when the Call Result is "Interested." When I looked at the Calls Module, I saw that Call Result is not a Pick List but a single line field. Does this mean that the person still has to type the exact word (with correct capitalization) for the work flow to execute?
Zoho Crm and Workflow
Hello. My goal is to have a field in a contacts that will when triggered will automatically send a reminder to our customers to think about buying a certain item. This reminder e-mail is to be triggered every September. I want this to automatically do this every year moving forward. The problem is that I tried using a check box but, there is not way that I see, to set it to send only once every September. Suggestions on 1) What field to add 2) How to create that automation Is this possible? Thanx,
When trying to save customized modules, it does not save.
Hi, I have a issue that when I try to save customized modules, it does not save. I can save the default modules without any problem, like contact or deals, but the ones that I created, when I push the save button, it says loading, but it doesn't actually save. Do you have any idea why?
How to get emails fed to Zoho for a Mac?
Help please... I know you currently dont have an Outlook plug in for a Mac however is there a way like with our CRMs that I can send emails via Outlook and blind copy in a specific email address that talks to Zoho? Are there any other ways I can send emails in Outlook and save them to Zoho when the email address matches? Surely there is... Thanks Matt
CRM View for Activities - Drop Down no longer working
Hello. I am trying to create a call list using the crm view for activities. Initially, I discovered that it was possible to just click on status or priority and a drop down list appears allowing for quick updating which I think is great when going through a list doing calls. And so I changed some of the values in the Status field picklist to reflect what we wanted but after saving, it appears that the drop down list has disappeared. I tried clicking on priority and it's not working as well. How can
Adding a field - Accounts Page (Contacts section)
Hi In the Contacts section on the Accounts page it shows a few fields (Contact Name, Email, Phone, Mobile) How do I add the "Title" field after the "Contact Name" field? (I went to Setup/Customize/Modules/Accounts - but it didn't show Contacts on the layout) Thanks Ross
How to create a custom add-on?
Hi everyone! Is it possible to create custom add-on for ZOHO CRM? Is there any how-to? I need to create a module that will run on the CRM side. Thanks in advance.
Customer Database different from Leads and Potentials.
Wanted to know how to create a separate platform for the potentials with whom the deal has already been closed? As in a place where it shows all the existing customers instead of Leads, Contacts and Potentials.
Contacts not Visiable
I have imported a my account list from another CRM but the other user are not able to view what has been uploaded. How can i fix this ?
Webinar | Turbocharge ZOHO CRM Leveraging Web Forms
Super pumped to share with you that on June 15, 2016 we are offering a FREE webinar - How to turbocharge ZOHO CRM leveraging Web Forms. Web Form is one of the most powerful weapons to get more done with less. You can embed web forms on your website or landing pages to capture enquiries straight inside your CRM. You can also send these forms to your contacts so that they can themselves update important details and those data instantly land inside ZOHO CRM. This webinar will walk you through the
Google calendar sync
Hi I need to see CRM events in my Google calendar (by synching not by exporting). I'm trying the standard edition but can't find how to do that. Further more, I don't understand if it is available in this edition. There are two features in the feature list by edition which I can't tell the difference... Picture is attached here
Sometimes get error 4600
I'm trying to searchRecord using the Zoho CRM API and I sometimes get the following error: Array ( [response] => Array ( [error] => Array ( [message] => Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values. [code] => 4600 ) [uri] => /crm/private/json/Contacts/searchRecords ) ) My problem is that sometimes everything works fine and sometimes I get this error define("TARGETURL", "https://crm.zoho.com/crm/private/json/Contacts/searchRecords");
Replace Empty Values with New Value Existing Records
Hi, Is there an easy way (not by mass-import) to mass-replace a (picklist) field which has empty value, with a created value? Thanks ! Jim.
Read Receipts on email
Hi Does anyone know if it possible to get a delivery/read receipt on the email as you can in MS Outlook? Many thanks David
Max Lead Capacity?
I have apparently reached my max lead capacity, is there a way to increase this limit? Do I need to upgrade to the next subscription?
How do I free up space?
Hi there, I'm new to Zoho CRM. Our agents keep receiving a message "Sorry you have reached the maximum limit in your current edition". This happens every week. What causes this and how do we fix this? Don't have any records in the recycle bin. thanks
Potential Stages and Probability Percentage
I have created custom stages with default probability percentages. Every time I change a potential stage it shows that the default probability percentage, but when I save it the percentage automatically changes to 0!!!! Help!
Showing Discount on Quotations as a %
Is there ANY flexibility whatsoever in the Product Details tab for raising quotations? When creating a quotation, I need to demonstrate the following to my customers : Product Name - List Unit Price - Discount % - Discounted Unit Price - Total My customers need to see the deduction on the unit cost, not on the total, they also want to see it as a percentage and not as a currency value.
photos in ZOHO CRM Potential Module
I am fairly confident this feature does not exist in ZOHO CRM, but it would be a great feature if we were able to take a photo with an i-phone or tablet and upload multiple images to a potential module.
Is there a way to Dedupe Leads and Contacts together?
I have a lead database that also has duplicates of about 5,000 of my contact records. I'm challenged that the built-in dedupe functionality will only work within EITHER Leads or Contacts but will not dedupe across the two types of records. Can anyone suggest a workaround for this, other than merging all my leads in the contacts? Thank you for any suggestions.
New custom field in Potential, Lookup - Owner Name lookup
Dear, Can I create a new custom field in Potential, with Lookup, using Lookup type of Owner Name? It seem like only few options like only accounts, leads, potentials, contacts and campaign are available for my selection. Best regards, Huam SK
No access to Quotes and Invoice modules!!!
Hello, I have a Professional Plan subscription to Zoho CRM but I can not have access to Quotes and Invoice modules. I was on a CRM Plus Plan but downgraded it last Saturday. I am really worried because I had some quotes templates that I can not use anymore, I hope that they was not erased. Could you please help me ASAP? Thanks Ganesh
Report Scheduler Times
The options to repeat the scheduling of reports show only weekly, monthly or yearly options. It would be helpful to also have more extensive options (as with the report creation itself). I would like to see Quarterly and Half Yearly as a minimum addition to the list.
Export ZOHO data in Excel 2010 (Backup)
Hi, I would like to export my data for backup purpose from Zoho into Excel 2013. I download the data in a CSV format first and followed the instruction for converting a CSV file into an XLS document. When I open the CSV with Excel, all Data in the first column is separated by commas. See example of the headline below. Account Id,"Account Owner","Account Owner Id",Rating,"Account Name",Phone,"Account Site",Fax,"Parent Account","Parent Account Id",Website,"Account Number","Ticker Symbol","Account Type",Ownership,Industry,Employees,"Annual
Sales team each seeing the others accounts and leads etc
At the moment my team members can't see each others leads, accounts etc. I am using an administrator profile and the team are on standard. I can't see the difference which means I can see there accounts?! Can someone advise?
Zoho Chat
Connection lost. Please check your network connections. Reconnecting.. I keep getting this error message in my chat screen - any suggestions?
Edit properties of last Name Field at Contacts Module
Hi, I would like to edit Last Name Field at Contacts Module and It appears with a padlock and I can´t neither delete nor change. Could you please help me to change it or delete it? Regards, Eva
UI bug on custom function editor
Attached screenshot has the UI bug on custom function creation editor.
Cannot delete Activities, Events and Tasks
Hello, I'm the super admin of our Zoho CRM and I cannot delete entities on the Activities module. The option to delete is disabled. The other two users of the CRM are able to delete entities on that module without a problem.
Email notifications showing up days late
When changing the lead owner, I always click the "Send notification email to selected owner" box. I have had multiple calls from sales people regarding notification emails that either showed up days late or did not show up at all. Please look into this. Most of my sales force is independent and is not actively looking for new leads on a daily basis. This is causing a delay in response time.
Edit a Closed Activity
I use the "Add a New Call" button and type in a subject, time, etc. After saving, I see a mistake so I hit the "Edit" link beside it. I can type in the correction but when I click on "Save" nothing happens???
Notifications when tasks are due
Is there a way to get notified via email, text, or ios notification when a task is due? If not, has this been suggested before and/or is under development? Thanks!
Display week calendar as a Dashboard component
As a manager of a number of sales execs, I would like to be able to add a current week calendar for each sales exec to my dashboard. I can currently go into the Calendar and view them individually but would benefit greatly by having a calendar for each salesperson as a component on the dashboard. Can this been done?
Can't get Outgoing mail to work
I have contact the company that host my mail and got all details for IMAP setup. It works fine with ingoing but not with outgoing. I have tried with port 25, 26 and 587 (Host provider tells me that's the port number to try) Please contact me BR Jacob
Account Name Field Changed after editing record
I edited an Account to include the address. After saving, the Account Name, which was a previously a string name, was changed to a series of numbers that looks like a guid, but is not the guid for the specified Account. Can you please explain why this is happening? I noticed that this has happened to a few Accounts in the database.
I would like a "user" option for custom Lookup fields.
In many cases, we will have more than one employee user assigned to an account or opportunity because the employee users serve different functions (i.e. Sales Rep vs designated Customer Support Rep). As a secondary feature request - when there is finally a "user" lookup field, it will be critical to be able to push email alerts and assign tasks to those users, regardless of whether or not they are owner.
Instapage to Zoho not Executing Notification Workflow
Hi There I have an integration running Instapage to Zoho CRM to pass leads from the landing pages. The passing of data works fine but it does not prompt the workflow to notify the CRM users of a new lead. When I manually create a lead in the enquiries module it works fine and the notification is sent. Any ideas?
How I can parse and extract lead detail from gmail?
Hi! I allready connected ZOHO plug-in to our google apps accounts. But I have some trouble with extracting potential lead data from messages: My website send to me letters from feedback form e-mail wordpress@mydomain.com. But all potential lead data located in the message body. Zoho plug-in for gmail see only wordpress@mydomain.com and doesn't see any other e-mail in letrer body Please help me, how I can get data from letter body to potential lead in ZOHO Thanks!
field mappings to zoho subscriptions
I just setup a data sync with Zoho Subscriptions and I want to change the field mappings, where do I find the option to change the field mappings?
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