Convert Leads to Contacts only, instead of Contacts+Deals?
Hi all! For our use-case, each Contact always enters a Deal, and only one Deal (ever). We use Kanban view for Leads and Deals, moving the Leads and Deals along their respective pipelines, until closed. Working this way is OK, but it seems unnecessary to split the customer's info between the Contact and the Deal, and needing to update some information in the Contact, some in the Deal. Would it be reasonable instead to just convert Leads only into Contacts, and not create Deals upon conversion? Seems
Can't access ZohoSpark
Hello, my friend is trying to access ZohoSpark using his old account and gets this error: "Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access." And he can't create a new one because of this. Any options? Would really appreciate, thanks.
The long-awaited improvements in mail merge templates are here!
We are pleased to announce that mail merge templates in Zoho CRM as well as the Zoho CRM Plugin for MS Word have been improved for better user experience. The improvements include some long awaited features, which we are excited to let you know about. Read more to find out what they are! 1. Mail Merge Templates extended to custom modules Earlier, mail merge templates were available only for SFA modules - (Leads, Contacts, Accounts and Deals). Now, you can create mail merge templates for custom modules
How to create a workflow rule depending on status?
I want a follow-up task to be created if a status is of a certain type. Not just cause status is changed as a whole. How can I do this?
How to verify checkbox against Status field?
I am attempting to connect 4 custom checkbox fields in the Deals module, that will be manually checked to automatically update the Stage field in the same Deals module. How can I do that?
Images not aligning on email template
Hi, I have a few templates with images. They look good when designing them and when seeing the preview. But when sending the email, the images are not aligned properly and fall out of the frame. Can you please advise?
Can i view tasks in calendar view in zoho crm?
Can i view tasks in calendar view in zoho crm? Moderation Update: Viewing Tasks in the Zoho CRM Calendar is supported. Read more: Enable Calendar preference for Tasks
Permission to assign a record to another user
Dear Sir/Madam, We have recently noticed that users do not have the permission to change the field "Account/lead owner" and to assign records to each other. We did not do any changes in the setup. Previously they could do this changes themselves now only the admin can do it. Please tell us how can we solve this problem. We would like each user to have the permission to change that field. Best wishes,
Integration with Facebook Messenger
Hello, Is there a way to integrate Zoho CRM (ideally free version) with Facebook messenger so that I can communicate with customers through Facebook messenger without having to leave Zoho? Thanks, Malcolm
Zoho to Facebook Messenger integration
Hello everyone! I'm going to launch a Messenger chatbot from one of these templates I'd like to ask you if someone have already integrated FB Messenger with Zoho?
Zoho Desk & CRM - Arabic Language Support
Hi How can i add or change the Zoho Desk and CRM to Arabic language? please support. thanks & regards,
Multi Currency USD and MXN Format Problem
Hi I recently switched-On the multicurrency feature for Zoho CRM and I have an issue with your set format for my local currency and for the USD currency My local Currency is "Mexican Peso - MXN" we use is as $ 1,234,567.89 or sometimes as $ 1,234,567.89 MXN. but Zoho decided that I can only use either "MX$" or "MXN" without the "$" symbol as an option... I would have preferred the symbol by itself and there is also no option to have the "MXN" after the amount instead of before. And now for the USD
How to export a contact's first name and last name in separate fields?
Hi, I'm running a contact report, and I see an option to export "Contact Name" in a single field, but I really need to export first name and last name separately. I do not see that option. Am I missing it somewhere? Thanks!
Only read field depend of value other field
Hello, We need that when a record of a custom module is saved, depending on the value of another field, some fields, or all, are read-only. Or what is the same that you can't edit the record. At the moment we have solved it duplicating the module sections. One section would have the modifiable fields and the other one, with the same fields, but only reading. When the reference field value has a certain value, it will show the corresponding section and will hide the other one. When I save the record,
Critical Bug - CRM deletes outgoing mail without saving or sending, and with little to no warning
This is my second time posting this...I posted it yesterday but it mysteriously disappeared from your Forums! Issue: When trying to send an email from inside Zoho CRM (clicking the "Send" button in the email section in a lead), if Zoho CRM cannot connect to the SMTP server (e.g., because the server is temporarily down, internet outage en route, etc.), Zoho CRM will DELETE the message with no trace. It cannot be found in "Sent Mail", nor can it be found in the "Outbox", nor can it be found listed
Syncronization of merged records
I've been notified by the Zoho support team that merging records (accounts/contacts) from CRM will not replicate to Desk, and vice-versa. I understand that this applies of for other zoho apps. I wanted to raise this discussion as it is a major lacking function. We have the CRM as the main contact repository, and needing to perform duplicate work (maintaining duplicate contacts/accounts from DESK AND CRM) will not fly. Any one experiencing the same or found a work around?
show or hide fields or section in zoho crm
Hi everybody i search for a function to show or hide fiekds or section on user input is it possible with zoho crm ? With zoho creator is very easy but how can i do this in zoho crm? I have also a problem i can not see in the function constructor the list of input fields thank you, Simone
Integrating Zoho with a Panasonic PBX
I know this has been asked before but that was over 1 year ago. Is there anyway to integrate ZOHO with a Panasonic phone system to use click to dial and logging of calls? I tried Go-Connect and t worked as far as popups and caller ID matching as well as click to dial but it was only screen dialling and not logging the call. Is this possible?
Zoho Campaigns and Zoho CRM automation for opens and clicks
Hello - I've setup both Zoho CRM and Zoho Campaigns and I've integrated the two so the campaign results are automatically sent to CRM - very cool. I've been trying to figure out the best way to alert my sales team when someone open and/or clicks on an email. I can obviously filter my leads and contacts down by campaign and activity but ideally I'd like to create a follow-up task for the lead/contact when the open/click. I can't see to figure that out - is there a way?
Participate in a brief survey for CRM admins!
As a CRM admin, you have a tonne of challenges to work on, but not everyone gets the criticality of what you do. With this survey, we aim to understand a CRM admin's work life and analyze just how vital they are critical to sales revenue. We'll compile data we've gathered from industry along with the data you provide, and share with the CRM community, in a form of an analytical infographic. We believe this information will enable admins to start their CRM career on the right note and, will give a
Login issues
how to solve these issues , if does not login properly and OTP not working .. how to solve the account
Dynamic Formula Field / Trigger formula field on viewing record
I would find it very useful (and I'm sure many many others!) if you could alter the formula field to be triggered on viewing a record so it acts dynamically. This would probably be best to have a toggle switch to select if you want it to run on record
Refresh Page Or View After Workflow-Triggered Rule
Hi, I Saw in some discussions from years ago that it is not possible to use deluge to refresh the page after successful run (Some say it is possible when the script is called via a Button but not when called from Workflows). This is very annoying. For Example, We have a custom script that runs every time a Lead Is Created and Pre-Populates some fields with impotent Data (Based on the fields the user is filling out when he creates the record). The Script finishes to run after the new Lead's page view
Spam Control in CRM
Is there a SPAM setting in CRM like there is in Desk? Which removes current and future emails from a specific email address? We use Desk for our Help Desk and receive some span to the emails linked to Desk. In Desk we can mark the contacts as SPAM which will remove them and put them in a SPAM folder. We have Desk and CRM synced with a bi-directional sync on contacts and leads. We want to have the contacts that are marked as SPAM in Desk to automatically mark the contacts or leads in CRM as well
Kanban View for Potentials (and other modules)
Is there a way to do Kanban view for the Potentials module? It would be great to have a high level overview of where I am with all potentials. This would be a great feature to also incorporate with custom modules.
Phonebridge/Mobile/Real Life Use
Guys, We have enabled Phonebridge and are using our PBX (Jive/GotoConnect) with Zoho CRM. Incoming calls to the PBX number are recognized and added to completed calls (assuming, of course, the incoming number is recorded in a lead or contact record) The outgoing calls process seems to work similarly So far, so good. We have, however, most of our sales guys in the field with cell phones. I'm a bit confused as to how best create a consistent phone flow. Outbound calls from the mobile app bypass the
CRM very slow
Team, For the past hour, my CRM is stuck at loading... Do you have any issues? Only CRM is acting up. The rest of my Zoho apps are fine. Also, worth noting is that the slowness has been happening for the past week. Already deleted cache, tried other browser, nothing... CRM still won't load.
Adwords Integration
Hi folks, we've been tracking our AdWords campaigns in Zoho for about half a year now. Most data ends up in Zoho, or so it seems, although sometimes there's only the GCLID. Cost per Click and Cost per Conversion are usually not reported, even when the other data (such as Ad Network or Ad Campaign name) are given, sometimes they do show up. The field "conversion export status" shows "not started" in most case, and is empty in a few others. Any clue why this is so? I tried searching for a solution
Error code 9005 when using Time tracker API
When I try and use any of the Zoho APIs with /timetracker/ in the URL, I keep getting Error code 9005: Time tracker tab is disabled. How can I fix this?
How to make a meeting scheduled by zoho bookings change a field in CRM
my onboarding of partners is very simple: 1. i sent a meeting request 2. i send them reminders if they didn't schedule a meeting 3. 4.I have the meeting 5. continue business as usual My problem in empty number 3, is that I need CRM to know there is a meeting scheduled from a lead to stop sending reminder emails. My idea was for CRM to check the calendar looking for a lead schedule and then attach this to the lead profile, and then activate a workflow to know its scheduled and stop reminders. Does
How do you get Zoho CRM Onboarding Support
How do I get my onboarding support after enrolling in a yearly CRM plan? I got the upsell from our rep after he told me all about the onboarding support and then nothing, even after multiple emails and messages.
Contacts
It would be nice to have Sales Contacts and General Contacts. Currently there is just a general contacts and I find that very frustrating. Not to mention I'm still copying and pasting my outlook e-mail conversations because the ZOHO I.T. has yet to spend quality time in making ZOHO and Outlook a match made in Heaven.
Link machines in CRM to Desk
Hello, we are building up a database of machines per customer in CRM. At the same time we would like to see that same database per customer in Desk. The reason we need this is so we can create a new ticket and by selecting the customer you get an overview of which machines the customer has. So you can select one of the machines that is related to the ticket. How can you make an automated connection between CRM and Desk regarding the machines, so that the data managed in CRM is also displayed in Desk
White Label Zoho.crm?
Any chance Zoho CRM would consider a white label product so I can develop a CRM system for a client, consult with them on the use, develop any API related services and charge accordingly. It would dramatically increase Zoho's ability to increase revenue due to allowing a consultant to develop a sales model, and deliver a prepared "zoho" environment and thus be charged for the users they board onto the system. Thanks Joe
Bulk method of assigning leads to campaign
I have a 1000 leads that I want to assign to a campaign. How can I do this?
Deals Module
We have changed out "deals" module to be called "opportunities" which is more appropriate for our business need/type. Our business has three different business segments and we have too many custom field to collect all our important data to have one module with multiple layouts. 1. Is there a way to have more than one "deals" module? a. If so how many different one of the same one can you have? 2. Is there a way to have more than one propbability stage mapping on each module?
Possible to have form fields presence on form be conditional on other field's value?
I have a contact type field. For some contact types I require another field containing additional data specific to that type. The additional data would only be applicable to that single contact type. What is the best way to accomplish this?
CRM send email and include a cc: (why doesn't the cc: area populate with contact info?)
I want to send emails directly from the CRM contact card. It all looks good, except I have to manually enter any cc: info. Why isn't this tied to our contact base? Is this not a feature of the CRM? If not, is it going to be included at a future date? Thanks.
Archive Contacts & Leads
Is there a way to archive contacts & leads once they are no longer active. I don't want to loose the information associated with the contact or lead but I only want to see current clients & prospects. I am not on a paid version.
SearchByCriteria Exception
Hi I am getting an exception when I use SearchByCritera. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown.' I am using c# SDK var accountModule = ZCRMModule.GetInstance("Accounts"); BulkAPIResponse<ZCRMRecord> response = accountModule.SearchByCriteria("(Account_Name:equals:" + HttpUtility.UrlEncode(companyName) + ")");
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