Import Calls - Zoho CRM - Does not import Account and Contact information
Can anyone help? I want to use Zoho for my business and have migrated some sample Accounts and sample Contacts related to those Accounts using the import tools, without any problems. I have then tried to migrate the Calls related to those Accounts and Contacts and keep hitting a problem: I am able to import the Calls but the related Account and Contact information does not import so I am left with Calls that are not related. The Account (Related To) and Contact fields remain blank! To check that
Multi-select lookup field in professional edition
Hello, I am trying to create a Multi-select lookup field but I cannot find the field type. I am using professional edition so I wonder if there are any restrictions to Multi-select lookup field for the different editions. Otherwise, why can't I see the Multi-select lookup field in the list of available custom fields? Thank you in advance, Karl
Portal - Custom View & Search Options
Hello All: I want to post an idea or more of a feature request with regard to Portal. Currently, there is no option to set a Custom View nor is there an option to perform a search. When you start to accumulate records this becomes very challenging to scroll through hundreds of records to find the operative one. Please provide these additional functionalities to the Portal. One of the two would be helpful but both options would be preferred. Thanks Zoho! Lysandra Owen Project1Done
Zoho CRM 2020 Feature Edition - Post Four
Zoho CRM 2020 Feature Edition - Post Three Improve work environment for your employees Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce. Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control
Zoho CRM 2020 Feature Edition - Post Three
Continued from Zoho CRM 2020 Feature Release - Post Two Evaluate how your business processes are performing Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer
Zoho CRM 2020 Feature Edition - Post Two
Continued from Zoho CRM 2020 Feature Release Post one Offer a personalized selling experience The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing
Zoho CRM 2020 Feature Edition - Post One
The much awaited Zoho CRM 2020 feature edition is here! Our exciting new set of features will help you to: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment of your employees Download the help documents and read more about the 2020 features here. Understand customers' expectations Businesses are now more focused on understanding customers' behavior and putting their interests first in order to
Webform auto-response rules not working
Hi All, I have a webform on my website that automatically generate leads from the inquiries. I want to set up an auto-response rule to send every new lead from this form an email receipt. My auto-reponse rule sets the criteria as "none” and contains an email template. However, after activating the rule no receipt email has been sent out yet to the new leads. Any idea how to get it working? Thank you!
Arithmetic on Fields in Custom Inventory Templates (e.g. Quote Template)
What is required is to do conditional calculations & simple arithmetic on product prices inside the quote template itself: 1. Already have all the data I need inside Zoho fields including formula fields as needed. 2. Constructed a Quote Template (from Inventory template) 3. Works fine if I simply take existing values. Except, I may wish to do some basic arithmetic for display purposes only on the quote. 4. For example, split the amounts shown by dividing the line item price or totals. We collect
Are we able to edit each of the quick create to capture different data.
Hi I've been searching the wiki and forums, and now need to place this question. Are we able to edit each of the "quick create" to capture different data than the ones listed created by Zoho. At the moment the minimum "quick create" is not necessarily relevant for us to capture. Our company requires different information to capture for a certain number of the "quick create" entries. Any help from other users greatly appreciated. thanks in advance to the Zoho team.
Logging SMS in Zoho CRM
I am trying to figure out how to do something that seems relatively simple, but I have not been able to find a straight answer on it. When I exchange SMS messages with a lead/contact, I want the conversation to be logged in that person's timeline. I do not need to send mass SMS. I don't even need to send or receive from within the CRM. I just want text exchanges from my phone to show up in the CRM. It would make me especially happy if there were a way to do this with a Google Voice number. Thank
Attachment from WorkDrive
Hello All: When attaching files from WorkDrive to the CRM it would be helpful to have a Filter by option with the All Locations filter so you can filter the search by the location of the file. We have several Team Folders where the sub-folder names are
Blueprints: Why common transitions can be only 1? We need all transitions to be common.
What's the reason? We need all transitions to be common. Do you save any kind of IT resource? It makes 0 zero sense. What if you need 2 o 3 transitions? You have to remove that limit and let us to choose whatever transitions to setup as common. Does it make all sense?
Creating templates for a specific situation
Hello everyone! I am working in a recruitment company and I use Zoho CRM free before doing it on the one of the company. No one in my company really knows how to use the CRM, as most of them use Recruit. What I would like to do on the CRM, is to create a teamplate. I'd like to know if it's possible that what I wrote on the lead's information page, can be transformed into a template. The template should contain for example: name of the job, name of customer, place of work, person in charge, schedule,
Is there a way to include contacts from a Public View into a campaign
Hi, We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails. We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts. We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time. For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria. When I go to create a campaign though,
CRM outer margin quote template
Hi, the print preview as well as the exported pdf of a quote don't have a white margin on either side, as it is customary for documents.That means that the text starts at the top left corner and ends at bottom right corner. I changed the indents when customising the quote template. There I could create margins top, bottom, left and right. But this was not transferred to print preview or the pdf. Does anyone know how to do this? regards, Maria
Segment report from multi-select field
Hello community, We are segmenting our contacts using a multi-select field. One contact may belong to multiple segments. Segments are a list of 10 differents entries qualifiying our industry. Now we want to have some statistics, and build a report listing the number of contacts per segment, and possibiliy the list of these contacts. Example: Contact A : Segment 1, Segment 2 Contact B : Segment 2, Segment 3 Contact C : Segment 4 Report should list: Segment 1 : 1 Segment 2 : 2 Segment 3 : 1 Segment
Report or Account View: Accounts without Open Activities or no activity in the past 90 days
I need to run a list of accounts assigned to me that do not have an open activity assigned to it. I also need to run a report of which accounts I have not completed an activity for in the past 90, 120, 180, etc days. Can someone help?
Deals are double counting revenue
Hi there, On the Deal page, I'm tracking the products being discussed in the main products section. Some products have revenue associated with them and some do not. I want to generate a pipeline report that shows the active deals, the products, and the revenue. When I generate the report, the deal is shown for each product, and the revenue tied to the deal is tied to each product as well. For example, Deal ABC has a revenue of $100. I am tracking two products in Deal ABC, Product Y and Product Z.
Process check: Skipping Leads module and using Accounts & Contacts instead - what do we loose?
Hello community, New to Zoho and trying to figure out how to match our process to features available. Semantics aside, we are interested into functionality and what we might loose if we don't use the Leads module. Currently we get "raw/cold leads list" that often have multiple people (contacts) associated with a company or during initial prospecting we discover that one person is not the best contact and we should shift our efforts to a different contact. In this case, we would need to add a new
Changing owner of web form
Hi, I need to change the person who is notified when someone fills in a web form. I have changed the owner of the webform on Zoho, do I have to update the coding on the web page as well though? If I do have to change the coding, can someone point me in the direction of which specific bit would need to be updated? I don't want to replace all the coding because we've edited it quite a lot in terms of sizing and fonts, so to change the whole code would take a very long time. Thank you for your help!
Collapsible Layout Sections / Multiple Layouts based on Criteria
It may be helpful to the accessibility of the bottom elements such as Notes/Emails/etc. if the layout sections were collapsible individually and as a whole. An option to lock/exclude sections from a full collapse could be helpful. Multiple layouts based on criteria may also be equally as helpful. Our web2lead information utilizes additional fields and sections in our current implementation. Leads by phone will never need these fields or sections but are visible creating unnecessary dead space. Please
Let us rename/delete Related Lists
This feature would be very useful! Taylor S. Client Service Manager
Worflow condition based on Territory
We are wanting to setup a Workflow rule or a field update action based on Territory for an account (e.g. if Account Territory is X, set custom field to Y). I noticed that the territory field is not an option when defining rules. Any ideas on how to do this?
Condensing the Page
Is there any way to condense the page view by reducing the padding between fields? There is a lot of blank space on the page that could be filled or better utalised. Andrew
Editing Forecast Category
Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of
Converting Won potentials in Zoho CRM to a project in ZOHO PROJECTS
We use ZOHO CRM and ZOHO Projects. Is there a way to convert a won potential to a project? Dan
Workflow starting with no apparent trigger
Hello, I've setup a workflow which is triggered when an account is created or edited. It then check a checkbox state, and when true, it updated related contacts fields. This is the following post: https://help.zoho.com/portal/en/community/topic/how-to-send-email-to-contacts-filtered-by-one-account-field The workflow ("CRM Push Fleet to contact") behave as normal, when the accounts is edited manually from a colleague. (there is a second workflow "Company has Fleet" handling the Fleet checkbox) For
Create Sandbox with valid data
I'd like to create a sandbox with a copy of our existing data, so we can test against live information. There doesn't appear to be a way to do it? I tried doing a backup, but there's no way to RESTORE that backup? What's the correct process here?
Subform into Inventry Template in ZOHO CRM
I am working in Travel industry. Sometimes i need to have a subform in the Zoho inventry template to create a quote. (basically they are flight itinerary). Can zoho please consider let us add a subform in the inventory/email template please?
Viewing Layout
I am the Administrator and the User I have created 3 new Layouts for Leads. When I create a Lead it asks me which Layout do I want to use for the Lead. No problem that works fine. I have also created a few test Blueprints that seem to working fine. My problem is I can not select the different views when I open up a Lead. When I open up an old lead I do not see the choice to use a different view. Before I created the most recent layout which has a unique field I could see all the Layouts. Now I can't
Missing Kanban view for leads
Hello, I do not have Kanban view for my leads. Standard Subscription. From where to acivate it. For Dealsd module I have it Thanks
Zoho CRM Mail - Default emails shown from CRM not personal within CRM
i send alot of emails from zoho crm , but i have set up an emails tabs and use zoho to manage all my incoming emails. i was wondering is there a way to default the view to emails sent by zoho crm rather than the public user within zoho crm. thanks
Alternative to Tags
I'm still relatively new to Zoho CRM and am trying to find an alternative to using tags, which is something we are becoming rather reliant on. I've just discovered we can only have 10 tags per record and it's highly probable that in the current way we are using tags, many of our contacts could have more than 10 tags against their records. We use tags for custom views, CRM workflows, Campaigns workflows, sync services, Zoho Forms, Zapier connections, etc. Our contacts engage with us in many different
Delete recurring task series
Can you please tell me how to delete a whole recurring task series? I seem to be only able to delete one at a time. Thanks, Cheryl
Customer Service
I need help trying to find a solution within zoho that can allow me to upload assets and email them to a client - and receive receipt of delivery. Can someone reach out to me?
Mapping of Enrich data suggestion with actual values in CRM
Hello, I use quite regularly the Data enrichment feature and something that I would like to see, is the possibility to map the "enrichment value" with values we have in CRM. I explain. Zia suggest industry for a client, eg. "Computer Programming Services"
Zoho IP addresses used to access a customer's IMAP and STMP ports
I am trying to setup the IMAP and SMTP integration for a customer. IMAP isn't enabled by their IT company. They won't enable it until I can tell them the range of IP addresses (belonging to Zoho) that would be accessing the IMAP and SMTP port because they don't want to expose those ports to the world - is this something that you give out? Or, are you close to releasing a true Exchange connector that doesn't required IMAP and SMTP?
Looking for a Zoho CRM Freelance developer to prepare management level dashboards & reporting structure
Hi, Looking for an India based Zoho CRM developer to help to prepare Zoho dashboards and reporting.
Linking to Shared Email Accounts
Morning All, I have Zoho setup using the imap integration to monitor emails on my main email account and that is working fine, but I would also like to get it monitor and link emails on a couple of shared company accounts as well as a GMail account. Is this possible to setup? Thanks.
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