Default Price Books
Does anyone know if it's possible to select a price book once for a quote. And then when you select products, it will pull pricing from the price book? Right now, for each product I select, I have to click the price book icon, and then select the price book. If i'm generating 10 quotes a day with 10 line items, that's a lot of clicks! I wish I can click select the price book at the beginning and then just add products from there. I know you can do the Zoho Book integration, but it doesn't have a
Date/Time issue
Hi, I have a date/time field in my Deals called “Move to Research” – the date shows be the 9/3/2020 in the record. However when I use this as a merge in an email template it’s showing as 3/9/2020 (US Style MM/DD/YYYY) for some records and 3/9/2020 DD/MM/YYYY in others. Why is it doing this, and how can I fix it?
Search in crm
Since this morning search field in zoho doesn't show results. Zia doesn't show any result for a query. Customers are not found, contacts are not found etc.
Lists don't match between sync with campaigns and filter in prospects
I am building an e-mail list out of Leads/Prospects module using a tag. When we filter in the module for the tag, e-mail field contains data & opt-out not selected that saved filter should match the list in campaigns after is was synced. I have 4 different filters and 4 different list with 4 different syncs. None of them match the count that I get directly out of the module. This holds true for both Leads/Prospects & contacts. What am I missing?
How to set up an Affiliate Portal?
Hello! I am wanting a step by step guide for making an affiliate portal. My business relies heavily on affiliates and partners outside of my business being able to track and see the progress of the clients they refer to my business. Can anyone point me to how to set this up. I have seen the client portal, but I did not see how to set that up for affiliates.
Field locked
Hi, Some of our users see the 'Lead Status' field as read only, even though the permission set to Read&Write and it's a mandatory field. These users are with Standard profile and should have the option to edit that field for their own leads (created by them). Can you help? Thanks, Natalie
Workflow Rule with Function and Email Notification not working
I am having a very similar problem to this one: https://help.zoho.com/portal/community/topic/workflow-rule-not-firing. I'm trying to set a secondary "Deal Stage" picklist field whenever Stage is updated so that I can then present a "Phase" picklist dependent on Stage. I've added an e-mail action to the workflow as suggested. Even though the record timeline says that the workflow ran and that the e-mail and function executed, the Deal Stage field remains unset and the e-mail unsent. here's the function:
Zoho Calendar Sync Times
Hi, I have Zoho CRM sync set up with Zoho Calendar and can see CRM events in the main calendar which is great.... but... When I add or edit an event in the CRM calendar it takes hours (a day?) to show in the Zoho Calendar. When I edit or add an event in Zoho Calendar it shows almost instantly in the CRM. How do I get changes/additions from within the CRM to show almost instantly in the main Zoho Calendar. Many thanks for any help. Rgds Jon
"External Calendar" widget featured on zoho support doc?
On the page https://www.zoho.com/crm/developer/docs/widgets/usage.html#Add_Widget, under "Widget in a dashboard", we see a widget called "External Calendar" that appears as a component on a user's home page. How can I get this?
Reports Custom
I would like to create a custom 'report' that has certain contact details on it and also text boxes or the like. I have attached a pdf of the layout we want.
How do I look at calendar events while scheduling a new event for a contact?
I simply want to see what events are scheduled so I know whether I have time to schedule a new event for a contact. It seems like a simple request, but I can't seem to do it.
Localization of list values?
Hello, I am setting up Zoho CRM in Russian. The UI is all in Russian, but the list values are still in English. For example, on the "Add Lead" page, the form field names are localized, but the values are in English: Lead Source has "advertisement", "cold call" and others - all in English. I understand I can edit all list values individually, but thought maybe there is a better solution for this problem.
Problem still not fixed: Events don't show up in participant contact records
I posted this issue to the forum weeks ago. It was tagged "Not a problem," when it absolutely IS a problem, and other users have verified that it is a problem for them as well. https://help.zoho.com/portal/en/community/topic/events-don-t-show-up-in-participant-contact-records We do not use Zoho mail to issue invitations to events, and I'm sure many other users are in the same boat. When we assign participants to an event (contacts or leads) after the event is over, they do not get shown as being
Email Integration with Zoho CRM
Namaskaram, Check this link for integrating email with Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Creating a Project in Zoho Projects on Deal Closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Exporting and Importing Contacts in Zoho CRM
Namaskaram, Check this link for knowing a way to export and import Contacts in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
how to enable lookup field in events
Hi i want to create an lookup field between opportunities and events but the lookup option is disabled in events module,how to enable it
Functionality issue in Zoho CRM live chat - User Name and Email have been changing automatically
Namaskaram Zoho CRM team, While chatting with Zoho Executive through live chat in Zoho CRM, We have tried to change the user name and Email (shown in below image). That has been updated at that time. But, if we refresh the page after that, then the chat had been continue as default login ID of the account (Shown in below image). Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Zoho app integrations utterly useless?
Heya guys, So my company currently uses quickbooks for all accounting, as that is what our accountant uses, and we're not changing that anytime soon. We've used zoho inventory for a little while now for products we assembly for sale. Were are a contact manufacture, and also do design work. For zoho inventory, we use it to track our raw parts, and when assembled, we make a bundle to then sell to the customer. That worked fine, but we wanted to try out zoho CRM to help organize our client base. I enabled
Authtoken Generation in Zoho CRM
Namaskaram, Check this link for knowing to generate Authtoken for Zoho CRM using 'browser mode'. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
List segmentation based on purchase?
I am working with CRM and Campaigns. I would like to know if I can make a email list segmentation based on the purchase of a product. Here is what I have done: 1. Contact is created 2. Product is created 3. A Purchase Order is created and connected to Contact and Product. Now I am not sure how to filter a user based on purchases and get them into an email list. I see how in Campaigns you can sync with CRM but the only fields that show up are directly associated with the user record. The Purchase
Associate Emails with Tasks?
For me, the most important thing to associate emails to is tasks. i.e. I have a task, and completing that task requires sending several emails. That task in turn relates to a contact/account. So I want to be able to go to a task and see the emails I've sent related to it. Yet Zoho only associates emails to contacts. I know there is a timeline view on the right, but if it's a contact I have lots of emails with, that shows all of them including many not related to the task. Is there any way to manually
currency > number of decimal is not correctly showing on Potential
I no need decimal on my currency under Potential module so that I set the decimal to 0, but the 2 decimal is still shown on Potential list. see the screenshot below # I set decimal to 0 # but it doesnt work, still showing 2 decimal on currency
Zoho CRM's migration from API v1.0 to v2.0
Help! I am trying to get a step by step guide on how to migrate from API v 1.0 to 2.0. I have watched the webinar (before I got lost) and I have searched for guides and tried the live support but I am getting absolutely nowhere. They are saying to contact my API developer but I don't have one! I am at the point of finding an alternative to Zoho,
Service Addresses
We are (relatively) new Zoho CRM users. We are looking for a 'best practice' to add accounts with multiple service locations. For example, we have an account that is a local property management company. They manage 20 properties locally - same customer contacts, telephone numbers, email addresses all locations. We propose and perform work for their various service locations; those locations ultimately require service. We associate the proposals and customer interactions with the Account. We
Remove currency from report
Hi, I am generating Key Accounts reports and I am getting the values in this format " EUR7,722.00 ". Which means that when exporting the report, I am getting all my values in text format, and cannot further manipulate the data. Can this be helped? How do I get it to just show me the number, without EUR? Thanks! Petronela
New CRM User Should Be able to see ONLY his OWN CONTACTS or LEADS...??
Dear Team, We want to add a new user, but want him to see his own leads / contacts / accounts; but he should not be able to see all contact or leads or accounts already in the CRM or created by us.... ... But, as an administrator we should be able to access his data, and NOT vice-versa.. Kindly assist in the same as its a priority.. I had been trying to each your call centre but had been put on hold for a long time. Please help me...!!
Ho can I link an email to deal?
I have installed the Microsoft plugin, and successfully add emails to leads or contacts. However, I have not been able to link emails to deals. Is that possible? Many thanks for your help in advance. Cheers Barbara
VAT Number field available in free accounts
Hi!! It would be very helpful if a field for the VAT number would be available in the free zoho accounts.
Create a Custom Module in ZOHO CRM
Create a Custom Module Log in to ZOHO CRM portal with Administrator privileges and there are two options available to create a Custom Module. 1st is, Under the Modules tab, click on Create New Module. And 2nd is, Go to Setup > Customization > Modules and Fields.
Missing Reports on Event "Check-In"
Hello, I'm trying to get reports on my field sales team Activity->Event Check-In's There are a number of "out of the box" reports listed in this help file - https://help.zoho.com/portal/en/kb/articles/associate-check-in#Create_check-in_reports I cant seem to find this. Can anyone else find these? Nish
Gmail Integration that is Selective on an email by email basis?
Is there a solution, paid or otherwise, that would give a Gmail user a plugin that would allow them to determine upon send (or read) whether the email (or thread) would be associated with the CRM contact record? The inbuilt capability is somewhat an all or nothing approach, and to further fine tune seems complex. The Zoho CRM Gmail plugin is not especially fully featured, in that it is focused on getting contacts or leads into CRM, not actual email correspondence. We are long-term gSuite users, so
I don't understand the Workflow setting called "Repeat this workflow whenever a contact is edited"
I am importing records from Dynamics CRM. I'm giving them a tag called "Dynamics CRM Import". I want this tag to be removed when someone edits a contact with that tag on it. I made the following workflow and did not check the box called "Repeat this workflow whenever a contact is edited". Execute on: Edit Condition 1: Where Tag IS "Dynamics CRM Import" (it should only run against Contacts that meet the criteria) Instant Actions: Remove "Dynamics CRM Import" The workflow never works. No edits ever
Zoho unbearably slow
I am evaluating Zoho on a trial basis and am finding page load times of over a minute in some instances. Is this a temporary problem or an ongoing occurrence? If this happens frequently it would be unusable as a productivity tool.
Mother Company in Switzerland Child in Germany and now?
Hi There! Our Mother Company is in Switzerland. So we have everything in CRM on Swiss Franc. I need for my german substitute to write offers in Euro. How could i handle that?
Deals Migration Problem - "Parent record not found. - Contact ID. The following mandatory field(s) were left empty: - Company ID."
This skipped 100% of my data. Having this problem when importing deals. Some deals only have contacts or accounts.
Are the Tasks & Activities Modules the same?
Within Zoho documentation and our own CRM account, I feel like the terms "Tasks" and "Activities" are used interchangeably for that Module. So I am confused: Are the Tasks & Activities Modules the same? If not, what is the difference? In the chart at the top of this page, "Activities" is used. But in the Table of Contents and Body, "Tasks" is used. In the top of our account, "Activities" is used as the Tab Title. But "+ Task" is used on the button. In our "Customization > Modules and Fields" section,
Keeping track of externally sent emails in Zoho CMR
I'm trying to do the following scenario 1. There is a contact in Zoho CRM with email client@example.com 2. Send an email to client@example from Gmail (or any other email provider) 3. [Do something here] 3. Come back to Zoho CRM and navigate to Contact client@example.com 4. I would like to see email sent in step 2 under Emails section in the client Is this possible? I know some CMR's allow you to add a bcc email in step (3) that makes this possible. But if there are other solutions, that'd be great
Deleted Field
Hi, is there some way to restore a deleted field and retrieve data?
My Vendors pay me commission: should they be Accounts?
Hi, I would like ideas on the following business scenario: I'm a Zoho Consultant (soon to be Zoho Partner), and I offer complementary services through Vendors, for example VoIP telephony, Partner Management platforms, Web design. These Vendors are Vendors because they have a product/service that I use for my clients, however, they are an Account in the sense that they give me a comission and I don't have to buy their services directly. How would you set them up? Thank you
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