Zoho CRM - How to report on emails synced to CRM via IMAP
I know that Zoho CRM has email functions built in, and that I can get reporting on emails sent using those functions. For example, in the Contacts module, there is a filter for Email Status. The reporting capabilities do not seem to work with emails that are synced to CRM via IMAP. How can I get a report for these emails?
Agent
Hi, Can anybody advise me how to add my name to the dropdown box for agent. i have changed ownership of accounts to my name but i'm not on the dropdown agent box and i don't know how to add myself.
Stages on Contacts
Hi, Would it be possible to have a stage pipeline for a Contact like it is on the Opportunities sheet. I want to be able to visually see what stage of development the Contact is at, which happens before we have any discussion about opportunities. Regards
Can you restrict user view in Kanban board?
Hi, I know you can restrict some deals and opportunities to only show for certain users but is it possible for example, to hide the deal/opportunity value for a certain user while retaining the rest of the information? I would like my employee to know the details of a deal expect the deal value.
Import Leads Records
Hi Guy, I am new to ZOHO CRM, I have set of records in the excel sheet(170 rows), When I tried to import all records into ZOHO CRM Lead it's importing only 20 rows rest of records not importing, Can please guide me how can I do this importing all records.
coordination of CRM and Campaigns email templates
Unless I am missing something the need to hand-duplicate email templates in crm and campaigns is a huge inefficiency. I view the CRM database as my "has to get this email" database because they are existing customers or prospects and this is how we communicate urgent program updates. Because the CRM email is integrated with my "real" outlook email and is coming directly from me they are more likely to get it without it being classified as spam. I view my Campaigns contact list as "I hope it doesn't
Feeds not showing all the updates
Hi, Surprisingly my feeds page doesn't display all the updates, even after I updated the feeds preferences to see all the users' activities. It shows very old updates only, from 2 or 3 weeks ago, while there have been many updates since. Apparently other users from my organisation are experiencing the same issue. Could you advise on how to solve the problem? Thanks
Searching for contacts take work for Accounts within a group
I have an indicator on the account record which allows viewing accounts within a certain group. There are2000 companies. One group has 60 members, I want to email the managing directors at these accounts. The group indicator is at the account level not the contact level I cannot see a way of filtering the accounts and then having access to the contacts Could someone let me know what I have to do? Is the routine for this somewhere I cannot be the only user that wants to do this type of function.
Check Reply email
Hi Guys, I am really struggling on how to set up an effective automation follow up with Zoho. I used Zendesk before but now separating Support and Sales (Zoho). I created a series of 6 email follow up but the problem is that I can not find any way to tell the system to stop the Automation if the customer reply to any of the emails. I used to do this with Zendesk by adding different tag, so if the updater = End-user -> add tag replied, something like. I really want to transfer all sales activity to
Billing Addresses - Am I missing something?
I'm hoping this is simple and I am just not understanding the relationships between shipping and billing addresses correctly. 1. We started with shipping (physical) addresses for accounts 2. We're now at the point where we want to add billing addresses. Sometimes they are identical to shipping addresses, sometimes they are not. - if shipping = billing, apparently there is a way to copy shipping to billing with a single button but no button shows up in the account layout. Am I missing something
How to find out which product was bought the most ?
I want to create a list of top products.
How to check which product is most often priced ?
I want to create a list of the most priced products.
How do I seamlessly sync two fields between Contacts, Deals and Customer Cases?
hey all, say I have a custom field (the same one) on all three places - contacts, deals and customer cases. how do I make it so that if I change the information in the field in say the Deal... this will change the same field on the Contact attached to that deal and the Customer Case attached to the deal? thank you.
Contact Roles in Deals
Hi Team - so this is the first time we have implemented Contact Roles so we can add another contact in our Deals module. There usually are 2 contacts in our deals - purchaser and accounting. From what I can see, and sorry for the blunt word, contact roles are basically worthless when it comes to workflows. Only the main contact can be included in email workflows. When you send email from the Deals module, only the main contact email is included. I am guessing you can do custom functions to send emails
Can we create User activity report?
Hi everyone, I purchased Standard edition of Zoho for my 3 users. I want to know, is all of my users are using Zoho on a regular basis. is it possible in Zoho to find out how many times a user uses the Zoho in a day, number of hours etc?
Linking the field properties in two different modules
Hi there, I have two different custom pick-list fields, one in the Leads module and one in the Products module. I would like the custom picklist options to mirror each other automatically, such that if I edit one as an admin, the other is automatically updated. Is it possible to do this? Thanks!
Is there a way to find Data Export History from Zoho CRM?
I'm looking at how to find out who has exported data from the CRM and cannot find this in the audit log. Is it because only admins can export? Thank you
Duplicate entries when running a report
When a run a customised report, i get every single entry coming up twice. So i have run a report to show all customers in NSW, and every single customer comes up twice in the report. There is only one entry in the accounts list per customer, so not sure why they are coming up twice
Cannot click the Time when I schedule an email
Hey Team, I am not sure if I am the only one facing problem but I cannot click on the time when I schedule an email for another day in CRM. I have cleared cache and cookies and tried it in Mac and Windows. The time cannot be clicked and I cannot choose a time. This issue started just today.
Delete all contacts at once (10,000)
I inadvertantly added contacts the wrong way, 10,000 of them. Now I can only delete 100 contacts at a time. How can I get back to zero and start again?
How to check how many leads have become customers ? In percents.
I would like to check the conversion of a lead into clients.
Export Data - Newest 3,000 Records (instead of oldest)
I am trying to export data, but there is a 3,000 record limit for each module. There is no option of what records to pull and it defaults to the oldest 3,000 records, which go so far back that it cuts off before getting to current data. Is there a way to make the export feature pull the 3,000 newest records by module? Request Data Backup for complete data does not help because there is a limit to the number of times you can pull this information.
Associate products in Sales Order to the Account
Is there any way to automatically add products listed on a Sales Order to the Account record?
Automated e-mails - invoices paid
How to automate the process of emailing an email that will inform you about the product status change to payment (invoices paid).
Phone reminder
How to set a reminder to call the customer from the seller ?
Deal Stages & Forecasts
Looking for advice/best practice: I have 'Lost' as a stage in Deals. Right now, Lost's 'Forecast Category' is 'Omitted.' Should it be changed to 'Closed.'? Also, I have a category for imported Deals (were events in old system) that I feel is making my reporting all wonky because it's still in the 'Open' Forecast Type. I'd like Deals in this stage to remain but just be outside my regular reporting. Is there a way to do that? They're not necessarily Closed Won OR Lost.
emails disapearing from outlook when added to zoho
I am using Outlook with the zoho outlook plug in. Up until afew hours ago, when I added an email to a contact in Zoho using the plug in the email was added in as it shoud be and the orginal remained in my Outlook inbox. The Outlook copy of the email then has a blue tag added. All good. Now, when I add an email into Zoho from Outlook uinsg the plug in the email dispaears completly from Outlook, it is not even in the delted items folder. Why has this starting happening and how can I stop it please?
Mass Emails - Sent Email Statistics vs Actual Opens/Clicks
Sent a mass email out. Had different field updates take place on open and on click. Checked the stats within Mass Emails and compared with the number of opens and clicks based on the relevant field update. The Sent Email Stats significantly under reported the numbers. Why is this?
how to send lead to junk lead
Some leads are not useful .How can we create a foder and send leads into them
How to change skin color in new version of Zoho CRM?
How to change skin color in new version of Zoho CRM?
Setting Formula Fields to Null
I have two formula fields that need to be set to null in certain circumstances. One of those is a Formula (Date) field, and I note that I can set it to null using Newdate(0,0,0,00,00,'AM'). However the other is a Formula (Decimal) field, and I have not seen a way to set this to null. Can anyone tell me how to do this? Thanks, Angie
Delete Email History
Is there a way to delete the email history from my leads and contacts, without having to delete the actual contact?
Web form Hidden Field Showing Unique Values
Hi Zoho Community, My team and I are experiencing something odd with our web forms. To improve our web analytics we have hidden fields in our web forms that tell us what web form the lead fills out. This field and value is pre-defined and hidden as seen below. Now what we are noticing is that some of the leads we are getting are successfully being converted into our lead module, but the values for property Website Web Form are not familiar. For example in the illustration below. Those Website Web
I have 3 user licenses, but 2 shared inboxes Gsuite. How can I configure the CRM with IMAP?
Hello! I have 3 users in Zoho so far, but we only have 2 inboxes in Gsuite because we share inboxes per department (then each one has own alias). I know that there is a limitation of only 1 IMAP account per user on the Zoho CRM + SalesInbox. But now I find that I can not have 2 users connecting through IMAP to the same email address. Why is that? It doesnt make sense, as IMAP can be synced from many devices; why would it be a limitation to have two platforms/users synced with it? Is there a way in
Read Only Fields
Hello. In the free version it seems the amount and expected revenue fields are read-only.... am I missing something? I would like to be able to add values. Thanks!
How to Auto Populate/Auto Suggest Addresses
Hey, I'm curious if there is a way to have Zoho auto suggest addresses as you're typing addresses. Kind of like how Google Maps will auto suggest ideas of what you may be typing...is there any integration Zoho has that can mimic that same idea?
Zoho CRM calendar sync
I am unable to Sync my i calendar with Zoho CRM calendar , can you please help me out.
Default Wizard
Guys, Maybe I am missing this - but is there a way to set the a wizard as the default interface? It seems now that the only way to get to the wizard is to select it under layout. I would really like to be able to present the wizard screen by default for a specific role/object to the user - so no other steps are needed to get to it. Is this possible? jv
Wizard Configuration
When creating the wizard, there is a page title and a segment title; which makes me believe there is the ability to add additional segments (or at least looks that way). But if there is the ability to add additional segments to a page, I'm not finding the way to do it so wondering if someone could point me in the right direction?
Leads using Blueprint
On a specific group of leads I want my sales team to make 3 calls before calling it done. Do I have to have a stage for each attempt when setting up a blueprint?
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