Create Campaign Layout / Type
When creating a new campaign there are several options available in Zoho: Offline, Zoho Survey and Zoho Webinar in my instance. How do I add my own? Tried adding a new layout but the create button does not pick it up.
Introducing criteria support in Contribution Module for Segmentation
Dear All, Hope you are well! Segmenting customers based on their purchase history helps you understand their behavior and purchase pattern. Now, to facilitate segmentation at a granular level, we have a couple of enhancements. What are the enhancements?
Settings up imap integration for remote users
Hello, I have users on different continent, and I have to setup their (office365) imap integration in CRM. But I don't see an easy way to do so. What would be the best way to achieve such an integration ? Regards,
More than 5 lookup custom fields
How can I create more than 5 Custom lookup fields?
Reporting Hierarchy Help | Reps and Managers only see their teams leads
I am having a hard time understanding how to achieve this. We are using the reporting hierarchy (Rep reports to manager, manager to director) and we are doing this based on a teams location, they are all in different areas. We want them to only be able
Reassign Lead to New User After 3 days without hitting blueprint stage
I have a workflow that I will need to setup that im having a hard time figuring out. We have list of people who will need leads assigned to them based on a specific criteria (i.e. state/zip). If a sales rep does not convert the lead to a deal, it then
Field Changes
Feature requests: 1. System defined fields, like subject in Sales Orders. Allow us to add a tooltip, to give users directions of what kind of data they need to enter. 2. Add the ability to allow notes to be added to the layouts, like a sticky note. For
Email event (like open and click) can trigger action, like update Lead-Status?
Hi there, I am wondering if there is a way to get the following issue I have automated: I often send out individual emails introducing my business to potential new clients, meaning leads. When I sent these emails, I created my own list of Lead-Statuses, and when I sent such emails, I change it from "Uncontacted" to "Contacted". What I would like for the system to do automatically, if at all possible, is for the status to go to the next stage, which is "Opened Email" when a lead does exactly that,
Analytics Components: Not all related modules are showing up in module selection
First just to be clear what I mean by "Analytics Components": in Zoho CRM, on the Analytics tab, adding a new Component -- those widgets you can add to a dashboard. We have Accounts associated with a custom module called Sales Records. (Because we just
Campaign Source Look up showing Inactive and Complete campaigns?
I have completed a bunch of our campaigns. When we are using the Campaign Source look up on a potential - the look up should only show active campaigns - we have over 300 in there. Can you tell me why this is not working? I would not think that you
Total Leads Per Month (Including Converted)
Hi All, I'd like to see a report that shows all leads received in the prior month. It seems like Sales 101 to want to know how many leads came in and how many were converted. I realize that leads that are converted become contacts, accounts and possibly
How can you set a time range to an Analytics Component from the default Converted Leads report
I wanted to create an Analytics component that displayed all leads created in the current quarter by lead source. After recognizing that this only included Leads and not any Converted Leads, I tried to create a second Analytics component using the default
Bug: tel anchor in email signatures on ZOHO CRM
Hello, We are unable to set telephone anchor in CRM Signatures. eg: <a href="tel:999999">99999<a> After we hit Save, the anchor is removed. We are allowed to insert only href & mailto anchors.
CRM Form not collecting data when compleated on mobile
Hi, I have a CRM form on my website that is collecting data from our clients to then be used to generate a report. When completed on desktop, the information from this form syncs with CRM and I also get an email notification. However, when completed on
I have an UnAuthenticated Connection
Hello, I work on Zoho Deluge to create an automatic program, and to discover Deluge, I test program. I want to get data from Zoho and I use this code bellow : response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Participants" type :GET connection:"disconnect_user"
Trigger task when Specific Task is completed?
We want to automatically create "Task B" immediately after "Task A" is marked as "Complete". Can this be done without using a a field value to trigger it?
"Reporting To" on vendor contact
Is there a way to enter "reporting to" information on vendor contacts? Whenever I try to do this, I get an error message that the contact has to be associated with an account. Vendors have reporting structures too, so I would think there must be a way
Mobile Number Is a Hyperlink?!
By The Grace Of G-D. Hi, I Tried adding the mobile number as a parameter in a URL (Using Email Templates) and it has HTML tags that are breaking the URL. Why is it a Hyperlink?
Round up a function field
Hi, Is there a way of rounding up a function field. I.E if the result of the function was £120.333 it would return £120.34. I need this to work out payment plans when spread over a number of months and it needs to round up when an odd number or recurring
Can we receive emails in the Zoho CRM with the free account?
Hi, we did not manage to utilize the 2 weeks of the free trial and test the platform fully, thus today we played around it and we tested some of the features. We would like to know if we are not able to receive email notifications through Zoho since the
How to customize CRM activity (task/meeting/calls) pages?
Hi, how do I customize the details shown on the CRM meeting detail page? It doesn't make sense to me that other module views can be customized, but this one can't?? I have specific meeting details that need to be shown on the screen during the meeti
Select multiple values under a single filter
Hello, I am trying to filter my clients based on their location and some of my clients have multiple locations. How could I filter to view a list of all companies that could be either say UK OR France based? As of now, I can only filter one country at a time. Regards,
Using CRM for Life & Health Insurance tracking policy renewals and commissions
I don't see any new conversations regarding this - who out there is using CRM for their Life & Health Insurance business? I would like to get a discussion going on solutions you have come up with specifically for tracking your health insurance (Medicare)
Turning Off Notifications for Meetings
Hi, I'm using Zoho CRM to set up meetings with clients, and Zoho is sending reminder notifications for meetings even though I didn't set up any reminders. Is there a way to turn off all reminder notifications for meetings?
I want to update my lead status to "converted" when I convert my lead into contact/deal
Hi Community, I wanted to use a workflow to make this possible but I don't find the trigger "is converted" for leads in a workflow. Is there other way to do that ? thank you! Seb
String manipulation in client scripts
I don't know what is going on with client scripts. ZOHO has so many "almost there things" that you have to resort to so many workarounds... the latest one I found is client scripts. So I have been trying to work with it, I wrote a short script var deal = ZDK.Page.getField('Deal');
Auto Close Tasks
Maybe I've been too busy but I cant seem to know of or find a way to auto-close tasks. Ex. When a certain task is done there is a flag that flags the task to close. This would save a lot more time. I find that half my work is going in and closing tasks after the task is done.
Cannot Attach Files from within Google Drive Folders
We maintain a highly organized directory of customer information in our google drive, comprised of thousands of individual folders. We need to attach certain documents from within these folders to various modules in Zoho CRM, but when attaching a file from google drive it only allows us to see/attach items that are stored in the main google drive directory. I would sooner give up our CRM than our Google Drive document structure, so there must be a way to attach these files without needlessly wasting
Cavas View does not open when clicking from a related list or some lookup fields.
Hi there, We've been using Cavas for all our modules for a few months and it's great. It really improved our productivity and made it much easier for everyone to use our CRM system. However, even though the Canvas View that we created have been assigned
Minor Enhancements in Multiple Scoring Rules
Dear All, Greetings! We have made two minor enhancements to Multiple Scoring Rules. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules for
Relate Products to other Products
Is it possible to relate products to other products? I want to view a Product and see it's related parts (also products). One part can fit many products and one product has many parts. When I try to add a multi select lookup field in the products module
Is it possible to use a worflow with a lookup field ?
Hi Community, I have a LOOKUP FIELD in my DEALS that is related to PRODUCTS module. I want to make a workflow according to the result of this LOOKUP FIELD. I don't find the option in the workflow thanks for your help
Import/updating into Zoho CRM skiping blank cells
Hey everyone i have a question. Is it possible to import/update existing records into zoho crm? but with a catch. Normally i know i can import -> update current records -> use this column as main etc But i have an excel file with different data in it
Can a workflow create a Meeting in CRM?
Hi, I am looking for a workflow to create a meeting when there is a specific field update in the deal module. Tasks are created as an instant action, but is it possible to create a meeting? Thank you
Keypad dialer needed for Twilio in Zoho CRM/desk/recruit/etc (Phonebridge)
I really wish when I click on the phone symbol in the bottom right corner of zoho crm it would open up and show a full keypad so I can make calls inside zoho crm (using twilio) to phone numbers that aren't leads, contacts, tickets, prospects, etc. I pay
Error with character count in CRM Templates
This is for anyone having issues with Templates in CRM showing an error on the character count. I was getting an error regarding my character count. Templates has a 200,000 character limit. My document was only 2300 words and it was producing the error.
Automating exporting and importing data into Zoho CRM
Hello everyone, I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section. If not then i am sorry. I have several questions and if i can take a bit of your time i would be very thankful :) 1st here
Internal server error
Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do
Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote has
Email Templates including Meetings Merge Fields
I want to manually send reminder emails to Contacts using Email Templates that merge data from the Activities module. Zoho does not allow me to send emails from a template from the Meetings Module, even though it allows me to create email templates from the Meetings module. Any suggestions? Thanks! Example of email template that won't work: ${Contacts.First Name} I still need you to complete your INTAKE FORM prior to your consultation with our office. As a reminder, your appointment with our office
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