How to capture ip address in Zoho web froms and save to contact modue
Is there any way to get the ip address of the user who submitted the zoho web form, ( please its not zoho forms, I want it for zoho web forms ) thanks
Multiple Dashboards in Zoho CRM
Would it be possible to allow for more than just 2 dashboards (personal & a second) to be available to CRM Users? With the limit of 10 modules per dashboard I am limited on what I can add and push to my users. The only other option being to spend time
More Color coded Picklist Values needed
Hello, our use case is the following: we receive car data from customers and we have to price them quickly. We worked in our own custom CRM before and we color coded every value from green (good) to red (bad), so that our pricing employees are able to
While adding leads from laravel app using php sdk 2.0, Lead Source not reflecting in CRM Leads
I have integrated Zoho CRM in my laravel application to push leads from my laravel portal to zoho crm using PHP sdk 2.0 https://github.com/zoho/zohocrm-php-sdk-2.0. I have implemented below code to create records (leads) in CRM $record->addFieldValue(Leads::LeadSource(),
"Tracking Lead Sources Over Time: A Report on Leads and Converted Leads (Accounts)"
Hi there! I have a client who wants to monitor their converted Leads (to accounts) and unconverted Leads in a single report to track important metrics such as conversion rates and ROI on lead sources etc. I am looking for ideas on how to solve this: I
The best way to migrate data to Zoho CRM and link them all together?
Hello, I am about to migrate date from a CSV file to Zoho CRM. The CSV file contains several data: Contacts: This should go into the regular "Contacts" module Companies: This should go into the regular "Accounts" module Subscriptions: This should go into
Leads were sent but are not in ZOHO CRM
We sent emails but they didn't reach Zoho CRM. Changed password from account recently, API key changed as well. We are in need of those leads. They are vital for us because we lost a lot of money on advertisement.
What is the framework the Zoho CRM built on?
Hi, I would like to understand the technology stack and the framework that Zoho CRM is built on? Thanks in advance!
'Convert' Button
I have set up a number of leads and would like to be able to turn these into contacts and/or accounts. When I follow the instructions here https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads#Creation_of_contacts_and_accounts_upon_lead_conversion
Import date into leads
Good morning, I am currently evaluating Zoho CRM. I have a custom field in my Leads module. The field is for a date. Trying to import data into this field from a csv file has been very troublesome. I have tried all the formats that have been documented. I should be able to import a date (ie: 01/01/2017) but the only format that as worked is when I manually added a time value to the field data (ie: 01/01/2017 00:00:00). This is very frustrating. I should not have to alter my date data in such a manner
Can CRM portal users change the Deal stage (or any other field associated with a blueprint)?
Hi, My company is hoping to use a CRM portal to give our sales partners (i.e. people from outside my company) access to Leads and Deals so that they can carry out negotiations to sell my company's product. When our sales partners use the portal to access
How to keep track on cancelled meetings.
Hello. Our organization books meetings. Sometimes the lead never doesn’t come on the first meeting booked. We would like to keep track on all of our cancelled/unattended meetings. Any thoughts ?
How to send Mass Email
Hy , How to Send Mass Email from Lead Module without using Email Templates.
Button to distinguish contact role as primary
This is a function available in Salesforce for contact roles on opportunities (deals) where you can specific who is the primary contact out of all the contact roles added and it adds a specific label to show this in the role list; this would be nice to
CRM for Insurance - Track Submissions
I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions. This tab brought up a pop up where they could
Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
Improvements to the Quotes module in Zoho CRM
I have some recommendations for improving the quotes module and thought I'd start a thread and see if anyone else agrees. 1. Product Ordering: It only allows me to currently show products in my quote in the order that I have added them to the quote in
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
Email to CASE
The ability to set up an email to case auto generation (Like the one in Support) would be beneficial. we use cases as our ticketing system.
Cancel/downgrade Zoho One Subscription CRM data
If we want to downgrade or cancel our Zoho One subscription and move to either a free or individual app plan, how does that work with our data. While using Zoho One we have data in the Zoho CRM (as well as other Zoho apps). Once we cancel Zoho One what
New Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manage
CRM: neues Meeting als Online-Meeting über MS Teams
Wann wird es möglich sein, eine neue Aktivität als Meeting, mit der Durchführung als Online-Meeting mit MS Teams, anzulegen. Derzeit nur mit Zoho Meeting oder TeamViewer oder.... nicht MS TEAMS.
Contact Module - Additional fields for social media handles
Hello - Can anyone advise how I can get the same functionality of the Contact Module "Twitter" field but for other platforms such as Instagram and Facebook? The Contact Module "Twitter" field, when completed, provides a clickable link that opens the contact's
Customized Activity Types
Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?
adding a field to a URL in a zoho crm e-mail template
I'm trying to add affiliate codes from a user field to links to my on-line store. I created a URL link in an e-mail template by appending a plain-text user field to a valid URL, like this: https://www.domain.com/page$[user.field] The contents of the
Signature Not showing up
I have set a signature in basic email and in the CRM system and neither is showing up when I create an email in the zoho email client. I can't figure this one out. Everything else is working fine and I am not using and have not set up any email templates
Sub-Categories in Industry
It would help me if I can create sub-categories under parent categories. For example, I have many Radio stations as Accounts. It would be very helpful, if I could have sub-categories under this Industry category, which would split them up into Australian,
How to specify the social lead sources for different departments or products?
I have different products which they have their own website, chat widget, and social media like Twitter and Facebook. I get the leads from their websites and webforms with distinguished lead sources and I know which lead is for which product. But when
Prioritized List View - Sort by Multiple Columns Sub-Sort
Have a way to sort by multiple columns? For example: Sort by Lead Status (Hot, Warm, Cold) then sub-sort by Follow Up (Date/Time)?
Jumping with a help of a button to another section
Hello, I search online and found out this isn't an option yet.. I there a work around to scroll with a help of a button to another part of the page? another section some how? Or maybe it's possible to create some sort of an Anchor like on Zoho Sites?
CPQ - Link Quotes from specific accounts to specific Price Books
Hello, We are making Quotes in Zoho CRM and for scpecific Accounts, I would like to select specific Pricebooks linked to them. Example: I make a quotation for my customer "Zylker", I would like only the Price Books linked to "Zylker" to be available for
Creating a report showing values from Multi Pick List field
Hello, our Leads have a Multi Pick List "Industry" field to indicate in what industries the lead is operating. As an example: - industry 1 - industry 2 - industry 3 etc. So for example: - for Lead #1 the values of the field are: "industry 1; industry
Introducing Zia Strategy Influencer for Zoho CRM
(Last Modified on 22/08/2023): The Strategy Influencer feature is now available to all customers. Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides
Email in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.
Managing rules for Lead Conversion to Contact
Where can I manage the rules for what data is combined if I convert a lead and combine it with an existing contact? I recently received an inquiry from a lead Ray Blanks, with a message/inquiry in the Description field. I converted the lead to a contact
Zoho CRM - Creating Branches
Hello, How can I create sperate Branches in CRM in order to separate my Sales? Thanks!
Copy Customization cannot be initiated
Hello , as you can see in the attachment below that I can't copy Customization because of this error , can you please explain to me more about this? "You cannot copy the lookup fields linked to the custom modules as hidden."
Due date disappearing for tasks and not able to filter on month May
Hi, There seems to be a bug in the activities/tasks module. We are not able to filter on tasks with a due date in May and the due date of tasks are disappearing out of nothing
zoho crm - Accounts page showing contacts
Is there a way to edit the CONTACTS section that is highlighted in grey at the top of every Account page? I like that it lists the contacts for the account, but I would like it to not display contacts that we have labeled as inactive inside the contact details.
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