Creating BOM Estimates in Zoho CRM
Every business is unique and we are always challenged by clients on how to overcome some of the most complex processes. Our Bill of Quantities estimating is used by other Zoho Partners, Professional Service Industries, Builders and businesses in High
One customer database for two companies
We currently have two organisations in our group, one uses Zoho and one uses Pipedrive. The wish is for everyone to use Zoho - but do we have two separate accounts (therefore core customer data being in twice and needing to be maintained in 2 places),
Why is CRM the only app without rich text notes?
It's funny that we can use rich text here in this post, but we can't use rich text to make organized and formatted notes in the CRM. Zoho Desk features Rich Text for ticket descriptions Zoho Qntrl features Rich Text for cards Zoho creator allows Rich
How to map Contact billing and shipping address fields to a new Quote
We would like to add a new quote without having to type in the billing and shipping address manually. How can this be set up?
Button Invoke url to Zoho forms and prepopulated answer
Hi, I have a button in CRM Deals module to invoke a Form in Zoho Forms. When I click this button, I go to the form, but what I would like to do is that this form automatically prepopulate the answers from the Deal. How should I edit the url to get this?
Designate a custom field in CONTACT or ACCOUNT Modules as the Zoho CRM Field for Forms?
I am trying to build a form that will create new accounts with a unique client number that we can append for each service engagement with that client. Example: We engage John Smith as a new client. We create his account with unique client number 19999.
how can I chang the primary contact for a deal?
I have associated multiple contacts with my deals. When I look at the "deals kanban" view I can only see the first contact associated with that deal. In my deals pipeline I frequently get in contact with someone from a company, but later someone else
Automated Follow Up Emails to Contacts
I need to set up automated emails to contacts within an account (which I changed the label to Prospects). The need is to send a general email template to any contact within an account (Prospect) if their hasn't been any new tasks modified in xx days.
Email follow-up, automated task
What's the best way to create a follow-up task when an email is sent to a contact? I want to make sure that our sales team remember to follow up on every email. Can a workflow with create a task based on "last Activity" be used? And what does "last activity"
Automatic email follow-up workflow
I have an email that is sent to all clients every month to book a meeting. We have a field option that is called "Client" and if it is set to "Yes" then we will mass email them through the Contacts module. We then 24 hours later review the "Sent Email Status" Report to see who didn't open it. If they didn't open it we then mass email those people with a 24hr email template. We repeat the above steps for 48hrs and 72 hrs. This is always done at the first of every month. How do I automate it? All
Can you do NTLM Authentication in a deluge function?
I have a connection to a NTLM Authenticated server, and we are attempting to do the NTLM authentication viaa function. Our efforts have not been successful. Any insight or advice? Maurice Simpkins
copy Lead-source to Opportunity
Hello, I would like to take over the lead source from the account when creating an opportunity. How can I do this?
Checking the emails sent via workflows
Dear community, I have a few workflows that send an e-mail to the end-users. The issue is that sometimes these workflows fail to send the e-mail. I'd like to have a way to check if the e-mails were sent or not (in a massive way, without having to enter
What permissions are required to Manage Columns in a View?
Importing contacts and accounts at the same time
Hi I would like to know is there any way to import accounts while importing contacts at the same time? Even I set up the necessary fields for account module, it doesn't map when I import the contacts ?
Zoho Finance Bug: CRM Product Details Business Card: Zoho Finance Information does not show even though it's an available option
With CRM / Zoho Finance integration you can see the product quantity in stock, ordered and in demand on the product details page if you scroll down to that section. However if you try to add these fields to the "Business Card" layout which shows at the
Deleting Products
I need to be able to mass delete products that have been tied to quotes, sales orders etc, but are old and not used any more. How can I do this or mass disassociate them in order to delete them out of the database so that it isn't so cluttered by old products? Or, how do I make it so that Inactive Products do not come up in product searches?
Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on our
Querying related list via REST API in custom module fails
I have a couple of related modules with API names "foo" and "bar". now there is a relation between the two, bar has a lookup field pointing to foo. trying to query the related list of foo record id 1234 via REST fails: /crm/v2.1/foo/12345/bar/ /crm/v2.1/foo/1234/bar/5678
Zoho Customisation for Travel & Tourism Company
Hi, How many Travel & Tourism agencies are using customised version of Zoho . We are planning to use Zoho and please let me know who will be able to offer a customised zoho crm including books, campaigns, sales iq etc We deal with Flight tickets, Accommodation,
Dependency mapping field option not showing
None of my modules have the option to add field dependency mapping. I have tried it in several modules (Accounts, Deals, Contacts, Leads, etc) and I have double checked that I have two picklists that are not system required. Any ideas?
Workflows issue
Dear community anyone else facing issues with the workflows since yesterday? In my side, they are being triggered without any logic. Also, my integration with Zoho Forms isn't working (I send a forms to my end-users with the CRM data on it, the CRM data
Connecting Outlook calendar to Zoho CRM
Hi, I would like to connect Zoho CRM to my Outlook calendar (we use Outlook 365), so that if a meeting in the Outlook calendar is placed, it will show up in the Open Activities section of a contact in Zoho CRM? Is this possible? Best regards, M
Last interaction date - what's the status of this feature?
These days, most people would agree that the core feature of any CRM or relationship management system is to keep track of when the last interaction happened to keep in touch with leads as they get ready to buy. It's an abundant feature in CRMs and I
Unable to save comment for CRM case
Hi I am unable to save the comment for a CRM case. Please find the attached screenshot. Normally when I click Save, the comment will get saved and the Save Cancel button will disappear. But now when I click save nothing happens. Cheers -Jag
Worst support ever!
Hi, I just wanted to share my experience with the Zoho Support. I subscribed to Zoho CRM Plus, but after the first month I found out that I should use another e-mail address with domain mapping etc., so that my company is better integrated. I asked the
Deciding how excel files get imported. What info goes where. Possible?
I have a long excel file of Customer information. Names address email etc. About 1,800. When I import a list into CRM is there a way to tell it to put the names into contacts and business names into Accounts? Or anyway to customize the import which
Firefox 4 issues
Good afternoon, It seems there are a few bugs and glitches when using Zoho CRM with the new Firefox 4 release. Two I have are:- i) trying to send an email to a new lead sometimes works but sometimes returns an unusable email screen. Basically you have
I can't assign leads coming from facebook to users
Hello Guys, I have created an automation rule that any lead that is created automatically assigned to the 2 sales agents I have, however each time a lead comes from Facebook it comes under my name as a Lead Owner and not assigned to any of them
How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials
Auto Save
Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John
Bold field name as an option when creating a layout - create greater visual contrast between field name and field data
I would like the ability to bold the text of a field in the layout. It would be helpful to make a bigger visual distinction between the field name and the data in the field. As of now, the only distinction between the field name and the field date is
Combining CRM Regular Fields & Subform Fields for Report (IN ROWS)
I am trying to combine data collected in CRM from regular fields, and subform fields, and have them listed in rows. Creating a report from scratch, and adding the subform as a related list, I get the following results: As you can appreciate from the screenshots,
Automatic pop up of leads for cold calls?
Hi all, we have a lot of cold calls to do every day. Is there a function within Zoho that lead contacts automatically pop up? Thx & Greetings, Gabriel
Get notified by Zia on different mediums
Dear All, Greetings! We have a quick update about Zia notifications. Let's go! Zia instantly notifies you of the alerts, anomalies, and updates observed in CRM. It grabs your attention and lets you prioritize your work items. Thus far, these updates are
See scores for each deal in deals module
I set up a scoring rule for my deals in CRM, which works great. Typically we use the kanban view for our deals and I was hoping I would be able to view the score on the cards in each category. Is this possible?
Assign Task to Multiple Member Users
Hello, A key element for the success of ZOHO with our business is the ability to assign a single task to multiple users (or a group). Is this possible in the current system? We do not want to create the same task multiple times, rather have one task
Custom Field and Tab names in other languages
If I add a custom Field, or I rename a Tab (for example, Potentials to Opportunities), and I have users in other languages in my Zoho CRM, they see the custom name as I entered it (no surprise). Is there a translation table that I can use to do a manual
Automatically Create Accounts and Contacts when a new Lead is added
I see Leads, Accounts and Contacts as being a lot of redundant data. In fact I would probably only use either just Leads and Accounts or just Contacts and Accounts if not for the fact that several other features I want to use are dependent on all three.
Deals Total Score Field
Hello, I have set up deals scoring rule. The rule works ok, each deal has a positive and negative score. I am not able however to put "total score" field in the Deals List View, so I can sort deals by score. I can open each deal and see the score, but
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