How to capture AMC kind of orders in ZOHO
hi, i provide AMC (annual maintenance contract) services for my equipment buyers. This requires me to capture the price of the AMC, the number of visits required, whether the visit happened or not, etc. Which zoho tool can i use for this? Regards, S
SOLVED - Quote Number (Newbie question)
Hi Brainstrust, I am new to Zoho CRM and have edited the fields and one in particular is the Quote CRM Number. This is a Auto Number field, I have edited it's properties and said that the starting number should be 2101. But when I create a new quote,
Deluge {"trigger":{"workflow"}}
Hello, Let me try to explain this the best I can. I have a made a custom button in the quote module. The button updates the quote field "status" to "preorder configuration". This field update in the quote module triggers another workflow and a script
Zoho Forms for Activity Recording
Not super thrilled with the UI and complexity of recording activities (tasks, calls, meetings) -has anyone here tried using Zoho Forms to replace the activity interfacing? I know it's possible to create related list items with forms so I'm curious if
CRM Conditional Layout based on contacts age/birthday
I am using a formula field that calculates my customers current age based on the info from the DOB (date) field. This works pretty well other than the fact it does not auto-update and will only change if the page is edited. The problem I'm running into is that I'd like to create a conditional layout to only show a specific "section" of the "contacts" module IF the customer is over a specific age. In the conditional layout page there is no option to use my "Age" field since it is a conditional field.
Deal/Detail View/Business Card Options - Not all fields available?
In Settings/ Customization / Modules and Fields / Deals / Layout / Detail View / Business Card, not all of the fields from the layout are available to place in the 5 available places. As example, Expected Revenue is available, but Amount is not. I need
Import multiple Contacts into a deal
Hi everyone, We're just getting started setting up Zoho CRM and have run into an issue. I understand that only one contact can be associated with a Deal and we've been adapting to this by adding the other contacts through the Contact Roles related list.
Phone Automatic Call Distribution
Phone Automatic Call Distribution This is a powerfull and relative easy feature to make it happen because ZOHO CRM has already all inside. This will be a funcionallity for those who have enable the phonebridge but it may be usefull without phonebridge
Mass multiply 'Annual Revenue' field with 1,000,000
The data in my leads module is setup in such a way that "'Annual Revenue" is in million USD for all leads. Wondering if there is a way to multiple Annual Revenue field with 1,000,000 to make the number whole for every lead.
How to change the color of the Send Email button?
Here is a screenshot of the button. This button is bright blue and the other buttons are grey. This is a UI choice that makes the Send Email seem like the most important button on the screen. In our case this button is not important and we would like
If an account has an owner who is inactive, can the record be updated?
We're seeing errors when trying to update an account record, is it because the currently assigned owner is inactive? Is this a limitation?
Email failure
I have just received the following error when sending a mail. please advise Error while processing the request! Unable to connect SMTP server:smtp.office365.com Reason:Authentication failed:535 5.7.8 Authentication unsuccessful
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm?
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm? The form needs to be prepopulated with zoho crm lead data. I am doing this now in Zoho Campaigns emailers but I would like to do it in SMS since SMS is proven to be 70% more effective than emails in targetting leads.
Mass update lead Owner
Hi, How do I go about mas updating the lead owner? I can only update 100 records at a time but I need to do thousands and it is king of cumbersome. There is got to be a better way. Any idea is greatly appreciated.
Remove duplicates: stay on last record after merging
After the data migration, we identify a large number of duplicates, especially because the "company name" is the same as the "display name". This means that the duplicates must be cleaned up. For example, if you clean up a duplicate on page 5 and merge
Additional information for Audit Log
Hi, Is there any way to see additional information on the Audit log. For example, if a user has updated a record, I would like to see what they updated. Thanks
Need to close CRM account
Hello, I am trying to join another CRM group, but I am the only administrator and user in my current group. This means I cannot delete my CRM account, but I would like to. Could you please provide an answer?
Mapping Deals to each other
Is it possible to create a relation between two (or more) different Deals? Or map several Deals to one?
How to mass update contacts after a change in a formula
Dear Community, I hope this message finds you well. I have encounter the following issue, and I would like to know which would be the most efficient way to solve it. In one of my modules, I have a field with an amount as a currency value and a field with
ZOHO CRM Question/Bugreport: Dropbox-/Emails to ZOHO show up twice, although they were sent only once
Hello, EMails we send to ZOHO/Dropbox by BCC: are showing up twice in the respective customer account - although they were sent only once to the specific Emailaccount of the Customer - and to the ZOHO Mailadress/Dropbox. Occasionally, if I notice Emails
Zoho Campaigns Integration for Zoho CRM
Hello everyone! Creating a campaign is now easier than ever before. The Zoho Campaigns integration for CRM has been revamped to simplify the process of sending email campaigns to prospects and customers. Let me explain a little about Zoho Campaigns and
Differentiating call origin from multiple inbound numbers
We use multiple inbound numbers for tracking purposes and need to know what number the lead came from when we answer the phone. We use the TWILIO connector for inbound calls and I cant see any notification in the call pop up either to identify the number
Migrate from Salesforce to Zoho Issues with Notes
I have been trying for the past week to get everything from salesforce over and I have succeeded with everything but the notes. I have spend countless hours with both salesforce and zoho support on the phone and even did a 3 way call with both. I am not
Zoho NEEDS Outbound Call Lists
Here is the core functionality Zoho NEEDS to have for outbound calls lists: 1. First and foremost Zoho NEEDS to have a way to create a prioritized call list: Sort by Due Date AND Lead Score/Priority. Also, a way to set default Ascending/Descending sorts
View All Task Generation
Hello, How would I view all tasks my account has generated? Even if I am not the one assigned to the task. Specifically, I am wanting to see all the tasks I assign out as a way to checks and balance my own work. Thank you, Nik
How to store information that is not a lead or a company
Hello All, We're new to Zoho CRM. We're migrating from Pipeline, Agile, Act and others. I'm beginning to understand Zoho's metaphor for leads, customers etc. but I'm unclear what to do with companies/contacts who are not customers (or potential customers)
"Your Browser version is not supported!" warning on Chrome
Hello, I keep getting blocked from entering Zoho CRM due to a warning that my browser version is not supported. I have updated my Chrome several times and it is the latest version. See screenshots below: Warning: Current browser version: Please let
Automatic territories assignment does not work anymore
Hi, The automatic territories assignment based on user's territory was working but not anymore. Last friday, I wanted to test the CRM for a B2C model and to do it, i uncheck "mark as mandatory" for a company to a lead and account to a contact. When i
How to giving a sequential id number to each new contact
Hi, One of my contact wants to etup his CRM so that each new contact get an ID, from a sequential list. I could set a number field in the contact form to save the value, I could use a workflow to save the value in the form. But How / Where do I get or
Contact name vs contact roles in deals
Why are they 2 ways of adding contacts to a deal? 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) The process in zoho is first create a lead then convert it to an contact, account and deal. So instead of adding contacts in both 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) can I not just use the 2. Contact Roles ( related list ) to add/ associate contacts to a deal? and incase there isn't any contact for that account I can create a contact
Zoho CRM Requiere fields Bussiness name
Hi, im creating a form on Zoho CRM, but dont let me uncheck the require field Business and Last name. I need only Name and Phone, how can i change that? Thanks.
Email Open Notification in Zoho CRM (Particularly Gmail)- How accurate?
Hi All, How accurate the Zoho CRM track if the email is open or not by the recipient? I noticed that whenever I send an email to my contact who is using the Gmail service, I get the email open notification right away. Is there any way to make this thing
Form fields are not populated in the Leads Module
I have a form on my website which captures Name, Mail, Company Name, Number and a Description where the the form filler can describe how our agency can help them. In the Leads module only the Name and email is showing and nothing else.
Sales Activity Report
I am trying to create a sales activity report that shows calls, meetings, and emails sent sorted by user and then activity type. I can build a report that shows the calls and meetings, but can't include the emails. Can someone please walk me through
Making Email Related List Usable
Hello Zoho, We have a few e-mail related suggestions from our clients. These may not all be possible but would go a long ways towards helping users navigate the e-mail section easier: Add option to filter out Mass Emails from email list Right now, you
Importing Contacts- Account Issues
I have been importing contacts on a monthly basis with no trouble. I'm now noticing that account fields are no longer being populated during the importing process. I reached out to zoho and they seem pretty clueless. It appears I need to have an established
Cannot view the Currencies tab under Company Details
Hi, I'm trying to format the BGN currency so that "лв." is on the right hand side of the price, not left. I came across this help page https://help.zoho.com/portal/kb/articles/manage-company-details#Set_Currency , however, I do not see the Currency tab under Company Details. Is what I'm trying to achieve possible and could you tell me how I could do that please? Thank you.
Starting With A Clean Slate
My company and business has changed. Is it possible to start from scratch by deleting all old info?
Red bar or flagging accounts
We should be able to flag or put an alert on accounts when they are in "bad standing" or need some sort of resolution. Say if we have added certain modules showing a client is defaulting, there should be a red flag on the main account so the rep automatically
[IMPORTANT] Zoho Forum Auto-Placeholder Setting
This feature should be a feature that is forum-wide, but does anyone know as to why the forum does not remember your place on the page when you click on a particular topic and then go back to it? It's SUPER frustrating and not to sound like a diva here,
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