How do I export all my contacts from Zoho to an excel file?
Probably it's already been asked but I could not find anything... Can you please help me? Thanks for the support!
How to modify, remove, or hide standard Contacts section from Accounts when using Many-to-Many module association?
In our business there are sometimes people who work for two Accounts, so we are setting up Many-to-Many module association for the Account-Contact relationship. Ideally, I would like to convert the existing Account Name field in the Contacts module from a Select to a Multi-Select Lookup. Is this possible? (I have not found a way). Second best is adding a new Multi-Select Lookup called "Accounts" to the Contacts module, then delete the old "Account Name" field, but the customizer says I can't delete
Create one email template for Contacts and Leads
I'm currently moving from Salesforce and it would be nice if we can create one email template that we can then use for Contacts and Leads. Right now in Zoho, even if we want to send the same email, we need to create two templates. In Salesforce, you can create one template for both and they handle the merge fields that way, so you know which field is common to contact and lead and you can use accordingly. Would it be possible to implement something similar? Thank you.
Importing a list of products to associate with accounts.
Hello, I've been researching this and haven't come up with a way of doing it. We already have a list of products in Zoho CRM. What I'd like to do is import a list to associate products that an account has. Example, XYZ Company has product 1 and product 2, is there a way to import this? Thanks, Paul
Changing billing and shipping state to 2 letter abbreviation picklist versus single entry (free form)
So, I contacted Support today because I want to eliminate the possibility for error or just to eliminate the potential for multiple ways of entering the billing and shipping state. The standard field is single line (manual entry). I want to just load the 2 letter abbreviation for each state and make it a picklist. Chat support says this is their current flow and thus not able to do it. This is mind-boggling. Anyone find an alternative? I removed the field, but can't delete and create my own new field.
Is the system updating without our knowledge?
I feel as if anytime I open the CRM something is changed around. It causes a lot of confusion with our sales team, and processes they are used to using. For instance, the "schedule/complete call" section is completely different now and its much more difficult to use, not to mention we are unable to put in the duration of the call. In turn this causes issues with our reporting because it shows the calls as "unattended dial." If there are going to be updates and changes could we get a heads up? Its
IMAP Emails - Leavers
If we have CRM set up to use IMAP, someone leaves and their email account is closed down, are those emails kept in CRM or do they disappear with the account?
adding video to crm template
Is it possible to embed a video in the templates on CRM?
CRM: The 'Need Help?' section inside the product is revamped
The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources". Now, we have introduced a few more channels of communication: Write to us Talk with us 24*7 Priority Assistance Need a demo? Community Write to us: Users can send an email to our support team (support@zohocrm.com) from within the product itself. Talk with us: Users can dial the toll-free support numbers shown in the list and talk to the support executives available
All I want to do is set the color of an event in my CRM Calendar!
Our business has struggled in using the Zoho CRM calendar to its maximum potential because the CRM Calendar Views get overwhelming and messy.(I think most users view the CRM calendar for events rather than the "Activities" tab list view). We have had to figure out ways around the hurtles waiting on more integration between Zoho CRM and Zoho Calendar. (years to be exact) All we need is the ability to do these steps in Zoho CRM Calendar 1. Color code an Event by Event Owner or select the Event's color
ZOHO CRM SubForm/Module filtering in ZOHO Campaigns
Hi, I'm just wondering about the best way to perform the following objective: We need to add a "Committee Appointments" section to our contacts. This will allow us to register each contact onto one or more committees. We need to be able to send emails to these committee members based on their membership. Once we remove a committee appointment, they should automatically be removed from the committee emails We're using Zoho CRM and Zoho Campaigns I first tried to do it via a SubForm, but we can't
Why is Log A Call so complicated?
I simply want to log a call. The Create Call page requires a recording of a call. The page does not include the phone number of the contact that I am calling. I'm not a call center...I'm a single salesperson who wants to track activity, create a follow up task, and send an email. Why is it necessary to record the call? Why can't this be disabled? I'm not interested in tracking seconds per call and all of the details required by an inside sales team or call center. Isn't there an easier way to do
How to delete my CRM account
I got an invitation from my group but I can't delete my existing crm account to accept my group's invitation. Please help me about this.
Font color and weight - make it darker!
While I like the functionality of Zoho, the font weight and color are a challenge to read. The light grey sans serif is popular/modern, but it seems like it was designed by folks with perfect eyes for other people with perfect eyes. Please change the font weight and color across the board to make it heavier and darker. The products I use are ZohoCRM, Zoho Sales IQ (primarily the desktop app,) and Zoho Desk. Zoho Calendar has a great weight and color and is easy to read.
Pipeline Indicators in Zoho (as in HubSpot)
Hi, How do I change the pipeline stages indicatpr colors (as one can do in HubSpot) Please see attached pictures I have highlighted Thank You Moderation Update: The Kanban view in the CRM displays the Stage name along with the Probability percentage indicating
Allow users to delete and complete tasks of other users
Hi. I created a new user profile and assigned several users to it. Those users can't complete tasks that are assigned to other users. When I change the user profile to "administrator", the users can perform that action. I would like to know what module permission I have to modify to allow users to complete other users's tasks. Thank you.
locked CEO role
I signed to Zoho CRM and became a CEO of the company, which I'm not. Anyways we will just turn a blind eye to it. I invited my CEO and assigned a role to him. Now I'm thinking, let's say I will leave the company in the future - and what then? Obviously the company will want to delete my account, but then If I'm locked as MAIN account/CEO to Zoho CRM they won't be able to. I won't be working in the company anymore, but my account will have to be activated. Any solution to this? Cheers, Sylwia
CRM: WHERE suddenly events and invites GONE from contacts AND leads view
We no longer invite leads or contacts as the event section is gone from the layout. From our end, NO changes have been done. But now this important section is gone ?! via settings NOTHING can be fixed. How will this be fixed and why do you change such things without keeping us in the loop?
[Enhancement] Round-robin for automated task assignment
Hello, It would be very nice to have the possibility to define a round-robin patter to a task that is assigned by a workflow. For instance, whenever lead reach a score, I want to randomly assign a task to a sales rep so that he can call him. See enclosed
Track back created customers to leads (including information on lead channel and lead source)
I'm looking for a way to track the efficiency and profitability of a booking (deal made/customer created) by following the booking back to its original lead, which has all of detailed info such as lead source, channel. My goal is to determine which type of lead channels are conversing best through Zoho. I currently have stage 1: leads, stage 2 sales enquiries and stage 3: bookings. Any ideas are highly appreciated. Thanks.
Billing History
Hi, Where do I find my billing history? Thanks, Paul Semanski paul@ngagebrand.com
Deal V/s Vendor
Hi, I would like to sought help from you guys for solution of the issue. I get inquiries from customers and then check the prices from our vendors and then quote to customers. I enter the prospective inquiry in CRM as deals. Then I want to send RFQ to my vendor and link it with deal so when I won the deal I know who was the vendor to make Purchase order. I want to link all stages from leads / deals to Invoice and later stages if any. Or a Vendor field in Deal Module so I can enter all the specific
Cant send email from one account
Hi We have 2 users User 1 (super admin) can susessfully send emails from zoho User 2 (admin) can not send emails from zoho, it looks like they just dont leave Both users have office 365 accounts for the same organisation Any ideas? Richard King
Send email with button
We are giving our sales team to enter contract information. Our acctg staff is in-charge of assigning unique ID for these records. I would like to add button "Request ID" on top of the details page. Sales team can click on this button and if the record is missing ID, it will send email internally to our acctg team to act. Also looking to use email template in this regards. Can anyone please advise how can I go about doing this? Thanks Manny
Problem With First name and Last name in the Contacts module tab
4] First name-Last name problem in Zoho CRM a] Last Name is required field while saving any name of customer inside Contacts. b] very often I do not have last name known to us of the customer - so put first name into last name field c] do not want to put first name in both fields [ First name as well as Last name fields] d] do not want to put some placeholder in Last name field e] DO want to use first name in emails while sending emails using mass email and email templates e.g Dear "First
Updating a field from a transition in a blueprint
In my industry we collect contract end dates for certain business services and then contact them 90 days prior to these dates. I have updated the leads layout to include fields for contract end dates. During the transition which prompts the user to gather these dates, I have set up a "during" process which is asking for the end dates but it doesnt update the fields accordingly. Any help would be appreciated.
Follow up calls with CRM
Hello everyone, I'd like to know if we can follow up our calls with the CRM. I watched some videos on YouTube but in vain. What I mean by follow up, is to know: how many calls I passed today/this week/this month and throughout all the calls (of leads) I did, how many of them have I achieved to convert into "customers"? It would be nice for example to know this... Let's say I called today 25 leads and 5-6 of them wanted our services so they became customers. If anybody knows, thanks in advance for
Zoho form as a "Web Tab" in Zoho CRM
I was trying to use a zoho form as a "Web Tab" in zoho crm. I used the permalink from zoho forms > share It did make a tab and I could see my form but when i tried to fill it out, the dropdowns were not readable except for the very end of a longer choice. on one question what can i do to make this work right?
Step-by-step Setup and Best Practices for New Admin
I am going to echo something similar to what several others have posted. I'm trying to find a step-by-step guide for administrators to set up a new Zoho system, and associated best practices. There are several videos, and documentation of features, if I know what to look for. I am tech savvy, but short on time to prove this system to our President. A Quick Start walk-through of a sample company would make life a lot easier for many folks. I'm looking for something like: Step 1: Establish personal
How to Create a link or Reciprocal between Contacts/Leads etc
I'm just wanting to know if anyone has been able to create a setup within Zoho to create a reciprocal or link for contacts and or links. In my old CRM it had a section that allowed me to link people in my database. For example, I could link Husband/Wife, Uncle/Nephew, Uncle/Niece, Friend/Friend etc, When I set the link up on one persons file it would automatically set up the relationship in the other persons file without me having to go to the other file. This would allow me to see the circle
Workflow Triggered by Field Update
I'm trying to build a workflow that triggers only if certain fields are updated, which is a native function. The issue is that we are limited to 3 fields. I have more fields that could trigger this workflow, but don't want it to trigger on any edit to the account record. Is there any way that we can add more fields to the condition?
Web Form Automatic Approval
Thanks God For Every Second!! Is there a way (Using Custom Function) to automatically aprrove the duplicate records created via a web Form? maybe a way to authorize the form submission to activate workflows?
custom form when converting a lead (and creating a deal)
Hello, When I convert a deal to a contact and create a deal by clicking on checkbox, is it possible to customize fields in the conversion form ? For example I need to remove the field amount and replace it by another field. Thanks
Free for 10 users
Hello, I just join as there was many great reviews online about Zoho. I work for a small company and will be the only user, so I choose Zoho which offers a free version. While joining it mention that I have access to a free version for 15 days only. Would you please let me know if a 1 user free version exists or I will have to pay after 15 days, otherwise I will pick another free CRM. Thanks Sabine
Unable to send email from account
error -> https://crm.zoho.com/crm/org697796341/tab/Potentials/4234456000000481412/send-mail?action=compose&entEmail= please advise ASAP!
Adding Office 365 email details and MFA
Hi We are trying to set up access for integration from Zoho CRM to our Email account (office 365) When doing this from the ZohoCRM Portal we always get the credential error issue even though I know the password is correct. (we are setting it up per the guide and using IMAP) On some reading - I believe we have to use App Passwords from Azure \ Office 365? but App Passwords are to be retired and are extremely unsecure. So is there any other way to use this integration? Why doesn't ZoHo CRM Support
max upload images in Product Module
In Products, on upper left I can upload image,and create a second one also in the edit part. Is there an 3rd party app/prog which can handle upto 6 images ?? in Products ? Where is the upper left and edit images located in Zoho files? William
Please tell me the problem with this formula
If(${Sales Orders.SKU Name} == '5 Days',Adddate(${Sales Orders.Order Date},30,'DAY'),NOW())) Please tell me the issue with the formula and why it keeps giving multiple kind of errors like " Missing Braces" and Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}.
Customer Service within CRM
Dear community, You might agree that CRM should also have a component for Customer Service, which is the built in module "Cases". However, we need more option to implement an intuitive app for customer service within CRM. Part of that, does anyone has an idea or did create a checklist within the module for Agent troubleshooting process? I know we have Zoho Desk, but is not convenient to keep switching between 2 applications by users. Thanks!
Trigger Workflow based on start date for a certain number of days
Hi, I sell courses online which has a start date and end date. I want to trigger the workflow daily from the start date to the end date to send information about the meeting links. Please advise on how can i do this.
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