Where to translates Member Status in a Campaign?
Hello, In the Campaign module, when adding a lead or contact, each member has a status. In our case it is written in german. Where can I find the place to translated these entries ?
ZOHO CRM JAVA SDK version 2.0.x - Setting Proxy In Configuration Property
We are currently using Java SDK version 1.0.6. We are looking to upgrade to the latest version of the library 2.0.1. In the latest version of the SDK it seems the property files zcrmconfiguraiton and oauthconfiguration are removed and replaced by property map. In the 1.0.6 version currently we are setting the following properties: proxyHost= proxyPort= proxyUserDomain= proxyUser= proxyPassword= We do not see these being listed in the latest documentation. Can we still use them? This is very important
Dashboard through REST API
Are we able to access the dashboard through an API even though it is not considered a module? I can access leads, accounts, deals, users fine, but not the dashboard data. Is there any way to get specific dashboard data by their ID? https://www.zoho.com/crm/developer/docs/api/get-specific-record.html
Tagging in New Version
Hi there, How can tags be added to records in the new version? In the old version Add Tags was right underneath the Lead or Contact name, but I can't find it in the new version... Hopefully, there is a quick answer, so that we can mover forward with our project. Thanks.
Individual Targets - Count of records related to Account Manager
I have a custom module which is owned by a user. The module is linked to an account and the account is owned by an account manager. I want to set individual targets for account managers based on how many of the custom module are created in a given period. I would like them to be able to see how they compare with their colleagues. The multiple bar seems like the right option, but it will only count the record owner. Is there a way I can use this in the above scenario? If not, are there other
Kanban View
I can't make the Kanban view to work on Leads Module. It just doesn't show. Whenever I click on the Kanban module y shows a blank page and that's it. Am I the only one with that problem? Can you please help me?
ZohoCRM not displaying "Visit Summary" and "Visits - Zoho SalesIQ" information
Hi, I embeded ZohoForm on our website https://mynutriweb.com/join/ I integrated it with CRM and SalesIQ as per instrictions but it doesn't seem to work. I mean I can't see "Visit Summary" nor "Visits - Zoho SalesIQ" information in my CRM leads - any ideas how to fix that? thank you
How to Query Deal based on Auto-Number Field
We have an "Auto-Number" field in our Zoho Deals Module that we label "Contract ID". This number is automatically generated on each deal. This is also the number that we hand over to our clients. What we are hoping to do is for our customers to register on our website, they have to type their "contract ID" and also their Zip Code (also a field on the deal) on a form. Then the form would query all deals and if it finds that there is a deal that matches both on the Contract ID and the Zip Code field,
Layout of page shifts when I print
I created a mail merge template in Zoho. It looks fine on the screen. When I go to print it shifts the entire page over to the right and up. What could be causing this? Thanks, Ken
Capture responses in CRM
Hello Zoho community, I have the following problem: I would like to send an email to a group of people and would like to be actively confirmed that they have read the email. It would be nice if the email recipient had to press a button and thus confirm the receipt. I would have preferred if I had a field in Zoho CRM in which the date and time of the confirmation were recorded. We use ZohoCRM Plus and have access to - CRM - Survey - Forms - Campaigns What is the best way to solve the problem?
BCC should trigger Last Activity Time change
Hi. I just started using BCC - much more user friendly than Outlook plug-in and more convenient than using email within Zoho. It seems to me that when using the BCC feature the "Last Activity Time" is not triggered to show the lead was emailed. This gives the impression that leads are not being managed when looking at this list view. Is there any way to have the Last Activity Time show that the contact was emailed? Thanks. Cheryl
Searchable serial number registration
Hi, I've been searching, but haven't been able to find a solution yet. I'm looking for a way to enter serial numbers in a way we can easily search for the number and instantly see the associated Contact/Account. I'd think this is a basic requirement, but it seems to be harder than I expected. If we enter the unique serial number in a note, whether associated with a Contact, Account or Sales Order, we can search it. However, the search result doesn't show the associated Contact/Account, only the note
Mass delete may have you delete unwanted records?
We recently imported around 20k contacts into Zoho CRM from a CSV-file generated by Salesforce. Around 4k of those had a field 'ISDELETED' that indicated whether those contacts were deleted in Salesforce. We mapped this field to a new field in Zoho in order to be able to delete them later on. Afterwards, I attempted to use the Mass Delete functionality where I used this field to filter the results. After browsing to the last page of results, I checked all contacts to delete and deleted them. The
Alternating Lead Owner (based on fields)
I have two questions... 1. Is there a way to alternate that lead owner when a lead arrives? E.g. Lead 1 assigned to Salesperson 1. Lead 2 assigned to Salesperson 2 (Repeat) 2. Is there a field box to show when a lead was created, even if it is converted to a contact or potential. E.g. to show when it first came into the CRM. As, when it gets converted to a contact or potential you loose when it was first created as a lead.
CRM Analytics Sales Funnel Bug
Some Sales Funnels are virtually impossible to edit. Normally, when you edit a Sales Funnel, you can see all of the stages and edit whatever you want accordingly: However, this happens when you try to edit some other Sales Funnels: Practically everything has been deleted, meaning you have to basically re-create the funnel from scratch. In the above example, the only difference between the two funnels is that the a between dates filter. Whatever the cause is, it is extremely frustrating to have to
CRM Portal Reset
Dear Sir: I am interested in buying Zoho One. Earlier I made some changes in Zoho CRM portal. Is it possible to reset it to default settings in CRM portal?
Email Notification From Linked Module Not Sent When Related Contact Record Email Is Targeted
I have a workflow that is supposed to send a email notification triggered in a linking module edit, and send the email to the related contact record of that linked module. The audit log shows that an email is sent, but no email is received. If I specify a record owner to be notified instead of the related contact record, the email does go out? Workflow Condition When = This rule will be executed whenever the field Participant Status is updated. Condition = PS2 Verification Code ISN'T Empty AND Participant
#ZohoCRMChat - Twitter live chat on how you can #SellFromHome better
Hi there, We, the @ZohoCRM team, are super excited to host a twitter chat tomorrow [April 16th] on how tech can help enable selling from home 11:30 AM - 12:30 PM EDT. It's a twitter live conversation. We post questions as Q1, Q2, Q3, Q4 and you answer it with A1, A2, A3, A4. How to take part? This chat will be hosted on Zoho CRM's twitter handle : @ZohoCRM Reply to our questions with hashtag #ZohoCRMChat Example: Q1: What is your opinion on ... #ZohoCRMChat A1: My opinion on xyz is that....... #ZohoCRMChat
Inputting phone numbers in an international format (like +1.888.888.8888) issues
Now getting an "Invalid Phone Number" error when entering in an international format (like +1.888.888.8888). This is a severe limitation. Previously there was no problem with a phone number entered in this format......Why did this change???
Chinese Language (Traditional)
Hi Zoho, I see that you have Chinese in simplified form but could you please also add Chinese in traditional form as an option？ As Hong Kong and Taiwan uses traditional form rather than simplified. Thank you! Best, Eric
What Country should I select to get a date format of YYYY-MM-DD
I need to have my dates display in YYYY-MM-DD. Can you please let me know what country I can select as our companies country to get dates to show up in that format?
CRM Date format
in Zoho CRM is there a way to cause all dates on web pages/forms/reports to appear in YYYY/MM/DD order?
Email channel for Cases
We have tens of clients, each has dedicated mail to send us his/her requirements - tens of requirements per month. Is it possible to pull the emails via POP or IMAP and tranform them into records in Cases in ZohoCRM automatically? Web form channel for case entrance is not viable for us. Thanks a lot for help. Really
Calendly bookings -> Zoho CRM
Hi, I am using Calendly to let new leads and existing contacts/customers book appointments with me. I managed create a Zap that adds new leads to Zoho CRM as a lead. What I cant figure out is how to add the booked appointment to the lead or contact as an activity. Zapier actions dont seem to do that. Also: what is the best way to check, if a person who books an appointment already exists?
Take notes on apple watch?
Hello, is it possible to somehow take audio-notes in my CRM with my apple watch? For example notes on specific contacts. Regards, Andreas
KPI
Hi, Is there a way to track sales performance: Sales Wins x Sales Forecast for a certain period of time (by quarter)? Note: Sales Wins - the deals that were secured Sales Forecast - the deals that were considered in the forecast Thanks, Rodrigo
Email as an activity
I have been looking to see if I have missed something. It appears that when I run a report on last activity it excludes email ! If I'm right on this this is a huge shortcoming. We have recently upgraded in the chance we were missing features on the free version...so far no luck on this. Thank you for your input.
Creating Repots from Leads, Contacts & Potentials
I would be interested to know whether you can create a report for leads that have been created between two dates, that include any that have been converted to potentials or Contacts. To essentially show business in between two dates regardless of their current status. Thanks!
IP LOCATION
Dear Sir, As We know in current situation of COVID-19 our companies all staff is doing work from home.In this case they are facing issue of ip location of crm .So due to this reason they are not able to access zoho. So please guide for the same. Thanks & Regards,
ACCOUNT
I want to allow all users to see account details, with each user having only access to his/her own contacts. So that each user can add a contact, and link them to the same account.... HOW?
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding Dick, and the third one is in regards to Harry. I need to be able to associate each of the emails to the respective accounts for Tom, Dick, and Harry,
How to create taxes based on custom fields instead of total
Hi, It seems that in all Zoho products, taxes are systematically a percentage based on the product price. However, taxes on products like alcohol are based on the volume of alcohol in a bottle. Example : - A bottle of 1L contains 20% of alcohol. - The volume of acohol for this product is typed into a custom field, but I am not able to generate the corresponding tax which is a formula like (1*20*0.015). I have tried to do it making the calculation via formula custom fields, but then the calculated
Different Profile Layouts for Different Clients
Hello, is there a way to set up different profiles views for different clients? For example: Web Design clients: This is information listed on the main client profile but is not needed for web design clients: Onboarding emails Onboarding phone calls Monthly Reports Information Listed on a related list we created that is not needed: Analytics Info Reports Certain logins Realistically we can leave this information blank, but its takes up to much space. Thank you!
Mass Email "Send Mail" does not update "Last Activity Time"?
The problem I am having right now is that I want to email a number of contacts through the mass email ("Send Mail") button on a specific view. Typically, I sort a specific view by "Last Activity Time" so I know who to send an email to. With that in mind, when I choose 2 or more contacts and press the "Send Mail" button, select template, everything seems to work. My contact gets an email and all is well. Having said that, the problem I am having, the "Last Activity Time" is not updated. My workarounds
Importing from Excel
Hi, I want to import a bulk of manually created data in Excel into Zoho accounts. I know how to do the final stage of importing the file on to Zoho. However i want to set up my Excel spreadsheet correctly so the data can be read by Zoho. Can anyone help me with an example of how the spreadsheet should be set up?
Add another email (CC) to Invoice and Email notifications.
Is it possible to add a second person in the CC part of the email for invoice and estimate notifications? I do not see an option to select a second person, only an option to select the primary person in the email templates.
Blueprint must allow loops
First, keep in mind that Zoho CRM is missing Verification rules. I you need to make sure the address id filled before changing a Deal Stage or Lead Status you are dead. There is nothing to ask users to fill data before they do something. An "Alternative" are the Blueprints. You can setup verification rules in transitions. So we are trying to create some Blueprints. The problem: Even in Lead Status or Deal Stages users need to be allowed to go back to previous states some times. For example: A Lead
Customers referal
I run an ecommerce platform which customers purchase an annual membership to access hundreds of deals. When my customers purchase the memebrship, i want to refund their payments if they refer our product to 3 of theirfriends. How do I setup user specific URL so I know which customers have referred them? This is currently being done manually and I want to automate through CRM if possible?
Users endpoint returns users with empty email field
Hello, As a part of our sync workflow, we fetch list of the users from Zoho and process it. I noticed that for one of the Zoho's customers we get a list of the users where two of them have NULL as email. These users have CEO role and Administrator profile. Can you please tell me if that's expected? Is it possible that I cannot see user's email via API? Thank you in advance, Przemysław
Postcode Address finder for Zoho CRM (UK Only)
Hi I'm pleased to share that a new extension that will save UK Zoho users time on data entry whilst validating their addresses is now live on the marketplace. https://marketplace.zoho.com/crm/postcode-address-finder-for-zoho-crm-uk This extension is now within Zoho CRM as a custom button on Create and Edit Leads, Contacts, Accounts and Deals and uses the Zoho address fields - which ensures compatibility with the CRM Inventory modules and Google Maps. Feel free to check this out and let me know if
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