Importing Products associated with Potentials / Opportunities from Salesforce HELP!!!
Greetings, We are migrating from Salesforce (Hopefully) and are having some challenges figuring out how to import the Products we have associated with Opportuniites (or potentials in Zoho parlance) We have successfully imported all our historical and
Who is the contact that did not open the email?
Dear community, In one of our processes we have a really important email with follow-up steps that we need to confirm is it has been received, opened and clicked. I see that the analytics on the email tempalte show this information, but I have not figure
Scheduling of Automated emails
Can I "schedule" automated emails on the professional edition of Zoho CRM?
Zoho tech support SUCKS
I've been on hold for an hour and my call has thus far been disconnected three times.
matrix with all products, to change by user, to make quote with products
I'm new at using ZOHO is it possible to make/have some sort of form, with rows and columns, to calculate/assign products in a quote, by entering the amount of units? i would like to make a copy of our current price list, to enable users to enter, for each product, the amount to include in the quote: regards, etc
CRM-Form Integration: How to map in the CRM options from option-fields?
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to
Dashboard filtered by Campaign > Member status
Hello. We have the issue of having to manage multiple different campaigns at the same time, and one lead may have several active campaigns at the same time. The optimal would be managing this with the Member Status for each Lead+Campaign, but we have
Export merged Writer document in editable format
Hello! From CRM, I can create a Zoho Writer document as a template for mail merge. This document can be saved in different formats, like PDF, Word, etc. When I do a mail merge operation, the document gets opened, and then I can preview the merged result.
Needing Zoho Expert with Automotive Parts distributor customer base
Hello, Our company is an importer/distributor of aftermarket parts and accessories. We cater specifically to the B2B customer with a focus on resellers (dealers). We that we would like to connect with an experienced Zoho consultant with current customers in the industry. We would also like this individual to have some working experience with O365 and zoho integration. These are the TWO KEY criteria. Can someone help? Thanks
What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone, This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored.
CRM tabs bar
Hi, It seems with the most recent CRM UI changes that the tab bar at the top leaves a lot of blank space to the right of the three-dot menu (to view additional modules) - see attached image. I only see this whilst CRM is loaded on a smaller monitor screen
Using Contacts module for vendor details instead of Vendors Module
Hi all, Im working with a new install of Zoho CRM (a blank slate). I want a simple CRM which contains Vendors, Contacts, Quotes modules. I need Vendors to be able to update their details. However, its cost prohibitive for us to purchase the additional
Filter Deals list by 3 oldest Modified Date
I'm creating a custom view in "deals". I ONLY want to show the oldest 3 deals based by the "Modified date" field. Can this be done?
Ability to Preview Attachments on a contacts page with Mouse Hover.
In CRM Attachments, please create the ability to preview the document or image files during a mouse-over hover and pop up window. If this isn't possible how about simply opening the file in a new browser window?? Having to download attachments to a hard
Pricelist integration between books and CRM
For some reason priceless are not working on our CRM / Book integration. Any ideas. Please
User can't view attachments
I have just found that a user can't view attachments on a Deal that he is listed as the owner of. 1. The Deal was created by someone else. The creator and I can both download the attachments. I am an admin, the creator is not. 2. The attachments show
One page with two forms
In my site i am using zoho code. I have a form in sidebar which is working fine.But I want another form which will use same code and coming in popup by clicking three links on the site. But when i click on the popup link the form is coming but on validation
Edition Based Limitations for Mail Merge
Hello everyone, The number of merges that can be performed will now depend on the subscribed edition. These changes have been brought into effect owning to the changes made by the Zoho Writer team. The new limits will be effective from November 1st 2020.
SIP / VoIP Integration with ZOHO CRM
Our company uses a SIP provider for telephony, we have SIP clients on iPhones, Computers, Software Apps etc. Now I want to configure ZOHO CRM so that ZOHO will also act as SIP client: make and receive calls, make notes of when somebody called, etc. What
Selecting Zip Code ranges
I am looking to write a report that filters on zip code ranges. For example, I want a report for all Contacts in Southern California, and another for all contacts in Northern California. I know the start and end zip codes, but apparently "Billing Code"
Description field limits character
After typing about 100 characters in the Description field, the box will not accept any more characters. Even when I expand the box on the lower right corner, the Description field is still locked and will not allow me to type more than the limited number of characters. The Description field's maximum characters is 30,000+, right? How do I get the Description Field to allow me to enter more data....
Default value in custom multi line field
No option to add default value in custom multi line field??
Passing Lead from one CRM Instance to another
Hi there, another company linked to ours has got CRM setup - obviously we do too. I'd like to figure out the best way for them, when relevant / when they want, to 'transfer' the Lead they receive on their instance to our own CRM as Lead too. At the moment,
Working with ZoHo with subscription based business model
Hi, We have been happily using ZoHo for some time now. The only problem is that due to our subscription based business model, we cannot configure ZoHo to work optimally, since it is build around traditional business selling products. Ideally, we would
Two Businesses / One CRM
I was wondering if anyone has had any experience running 2 complementary businesses / 2 different products... using the same database. Let me explain. 2 different products, 2 different brands.... targeting the same prospect companies and the same decision-makers. Option 1: Each lead/account would need to have one owner for each product, but the company details and contact details would be common to each. The task and event records could be separate or joined... really doesn't matter. Opportunities
Conditional field value selection
Is there any how I can make a pick list of a field dependent of the picked value in other field. Let's say I have multiple brands and I have to chose the product name and different brands have different products. I actually have 30+ brands and 20+ products
Delete User Attachments to free up space
Hello, I'm trying to figure out how to manage user data. Our reps are sending email with an attachment and it's creating a data storage issue that it not easily manageable from an admin level. The past week we've hit our limit twice and I've had to add
How to display how many paid invoices this current month?
Hi, As part of an analytics dashboard, I'm asked to display the amount of invoices that have been paid during the current month. I'm struggling already at the Invoice sub module level to have the relevant invoices. You can select Paid invoices view. Then I like to restrict to only invoice which payment date is the current month. I can't see a filter for that. I can't use Modified time or Activity time date filter because old invoices are modified after payment. In the Analytics dashboard / components,
How to Search Email and Attachments in Zoho CRM?
How do I search emails that are tracked to Zoho CRM (via Outlook Plugin) and documents that are attached to CRM? When I use the search function I do not seem to be able to get these as results. I apologize if this is something fairly obvious, but I
Send data from Wordpress Forms to Zoho CRM with webhooks
Hi, Do you know how to send data from Wordpress forms to Zoho CRM modules using the webhook on Wordpress? Creating webforms on Zoho CRM is not an option because the wordpress are already active and it is not desired to change them. Do I need to be generating AuthTokens with the V2 (https://www.zoho.com/crm/developer/docs/api/oauth-overview.html) or how it can be done? Thanks.
Mass remove contacts from campaigns
Is there any way, within Zoho CRM, of mass removing contacts or leads from a campaign? It's possible to bulk add contacts to a campaign, either from a contact view or from the contact related list in the campaign. But the only way to remove them is one
Zoho CRM for Facebook - Connect with your Customers!
After the release of the LinkedIn Integration, we now bring to you Zoho CRM for Facebook. Facebook, a social networking tool has its presence in the corporate world also. It is another great way to connect to customers and build business relationships. Keeping that in mind, with Zoho CRM for Facebook, we've brought the Facebook profiles of leads' and contacts' inside your Zoho CRM account. All you need to do is, associate Facebook profiles to your leads and contacts to connect socially with the customers
Upcoming Actions on Record Timeline
Hey, love this feature, would like it even more if the timeline list allowed the Admin to run or stop upcoming actions on a record. This would accelerate my testing of custom functions and many other processes. Moderation Update: The revamped record timeline
Small Lending company set up and flow.
Hello, I recently started using Zoho CRM Free Edition for Google Apps. Our company is a small 3-4 employee lending/microloan business. The process is the following: We get a "lead" who wants to see if they can borrow from us. (They become a "lead") We
Dark Theme?
I see there is a dark theme for Writer in the reader view, but not seeing one for the regular view for writing. It would be a great help as I often work late at night and even with blue-light filter it's not enough to keep my eyes from burning out of my skull. Hopefully I'm just missing the option somewhere and somebody can point me in the right direction!
Is there a way to allocate a Deal amount across business units?
We frequently have Deals in our sales pipeline that incorporate multiple business units. Is there a way I can allocate the Amount for a Deal across multiple business units? The number of BUs in question could be anywhere from 1-5 for a given Deal, so
Tracking amount of Leads in previous periods
I have the Zoho CRM Pro plan. We need to be able to compare (in a report or analytics) the amount of leads added this month against amount of leads added the same month in the previous year. Or this month vs last month etc. This includes dead leads or
Combine TEXT fields & Date Field into one Formula Field
I have three fields I want to combine, with separators. FieldA (text field), example: Bob FieldB (text field), example: Smith FieldC (date field), example: 10/28/2020 I would like a calculated field to show the following: "Bob: Smith, 10/28/2020" How
All users activities have gone off the CRM.
Hi We have noticed this morning that all our users activities as in their tasks incluing mine have disappared, its saying no activities found. Its not just the Not started ones it all status inclued completed. How do i get them back. This is urgent!!!
Add call result after call complete
Currently when you use the +Call in open activities it opens the create call form. The form has call results there. When you click start calling it closes that form and opens the phonebridge popup. When you click done the call ends and logs under closed
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