Importing data
Hi, I would like to know whether I can import contacts, accounts, and deals data in one sheet ? If yes, please give me a hand? If not, am I going to import contacts, accounts, and deals separately?
Lead imports
Hello, I'm having trouble importing leads into the crm, the import button turned gray and it says i dont have the needed permission and to contact my administrator. Im using the admin user.
Zoho Creator showing outdated module template?
Hello, I have edited the default template for Leads in Zoho CRM. However, when I try to create an app with Creator's CRM intergration, it shows the original, default template that does not even exist anymore. I'm a little confused, because when I use Zoho Forms to create the integration, it shows me the correct template with the correct required fields.
Request for Quote?
I need to be able to send a Request for Quote out to several suppliers to obtain pricing info. Then I need to log the unit pricing by supplier for the same list of items. Does anyone know how to do this? Kim
See a User's Last Login Date/ Time
Hi there, How do I see when a user last logged in to Zoho? Sorry if this is obvious/ easily found!
Using the Analytics features to track blank vs non-blank fields.
So a very quick and easy use-case to give some context: Let's say you have a team of Sales Reps. Whenever they speak to another company on your business' behalf, they are supposed to log it in a module called "Client Meetings" and track stuff like "No. of Employees", "Age", "Net Revenue", etc of that company. For convenience, this is not a mandatory field because the info is not always available. Now let's say you're interested in gauging your sales reps by how frequently they leave each field blank.
User's last login report
Hi, This question has been "answered" before, but given the answer did not really resolve the question, I thought it was worth raising again: https://help.zoho.com/portal/en/community/topic/users-last-login-report Zoho's "audit log" feature is great - but it does not store user "login" events. A user may be logging into an account regularly (for read access), but not updating any records. Currently there is no way to determine this. Is there any plan to either: - Add a "date of last login" field
Anyone having trouble accessing zoho ... my antvirus is blocking all zoho products for the past few hours
Here's the message I get trying to access any zoho product for the past few hours ... was fine this morning.
How to send mailing to one member of company
I'm new to Zoho CRM, and we are in the process of sending out our first mailing. We want to make sure we don't send the same mailing to members of the same company (account). Is there a way to create a field in one contact which when tagged/checked will also show up in the other contacts in the same company. If there's a better way to do this, please let me know. Thanks so much.
Preview recipients of mass email and sending mass email to unique email addresses ONLY
Hello, I'm trying to send a mass email to only accounts that have had a closed won deal in the last 6 months, I am not able to filter this way from the accounts module but i can from the deals module. However, on the deals module we have several deals under the same accounts. So when we filter down to closed won deals in the last 6 months, some of the accounts will appear more than once. Now on the mass email criteria i can filter down to closed won deals in the last 6 months but i cannot see who
User Activity or Audit Log
Im a new user (Administrator) How do I produce a report that tracks the activity of each individual sales team member? 1) When they log in and out? 2) What types of activities are they entering in the system and when?
Is it possible to modify the design of individual modules?
Hey there, we just introduced Zoho CRM to our sales team. The initial setup and introduction was awesome and it was cool to realize, that we could implement all our complex sales operations into the CRM and connect it with different other services. But after the fantastic welcome the actual work with the CRM was quite frustrating at the start, for a really simple Reason: My sales team always mixed up the different modules and tried to enter or get information from the wrong modules – because all
InsertRecords API V2 Create contact under account
Hi, what is way to create Contact under Account in insert records ? in V1 we use ACCOUNTID when create contact. i use same in v2 but its not work. i know for CONACTID in v2 its replace with Who_Id but what will be use for Account id ? any help please ?
Syncing ALL Relationships with Outlook/Phone
I own a construction company and need to track the following "relationships" and types: Leads (4 types) Clients (4 types) Subcontractors (27 types) Suppliers (12 types) I need all of these relationships sync'd with both Office 365 and my phone so that the name will associate with the email address in Outlook, and the name will populate on my caller ID with a contact calls me. It appears that Zoho CRM will only sync "Contacts" and no other types. Is there a work around method to accomplish my needs
Contract management
Hello, Is it possible to create and manage several contracts in an account or contact in Zoho CRM ? Best regards Seb
Organisation contact detail updates
Why when I update an organisation's billing address information, does it not automatically update this in all of the contacts linked to the organisation too? I have to manually go in to every contact and update each time. Surely there is a quicker way of automatically updating?
Software Tracking
Good Morning, Do you know any software that allows you to have a total tracking (Source, medium, Google Ads, time spent on the page, number of visits ...) of the leads that are generated in our Zoho CRM? In other words, a combination of Zoho SalesIQ, Zoho MarketingHub and Zoho PageSense, but that can be seen on a single platform? Thank you
Accessing approval process actions on canvas view
Hi, I am quite new on using Zoho CRM. And I am curious if it is possible to manipulate Approval Process with customized Button of the module. Then I can put it on the Canvas view of the module? Screenshots below help you to understand much more about the case. I have a Approval Process. When it is triggered, My Jobs will list this modified record. As screenshot down below you can see there are 3 actions I can acually do. My question is that is it possible that I can put these 3 actions above on
Best way to send weekly textual report
Lookin for some direction. Each of my "closed/won" potentials is an event with an event date and other event specific information. At the beginning of each week, I'd like to create a report that displays the events coming up that week not in table format, but as text. For example... This Week: 12/23/20 St. Louis, MO Event Contact Name: Persons name Contact Phone: Persons phone Event information pulled from a field 12/27/20 Chicago, IL Event Contact Name: Persons name Contact Phone: Persons phone
Client Only Notes and Comments From Mobile App
There are a couple of things I can't determine the difference on. How do others work with the following? On the CRM mobile app (iOS) you can make a "comment" on a note, task, etc. However, the only place I can see this comment in the desktop CRM record is in the timeline. Is there somewhere else these can be seen within the client record? The comment feature is MUCH better than a note for every single internal communication on a task, etc. In the desktop version of the CRM, in the sort dropdown
Blueprint for Cold Calling
Im trying to create a blueprint for a cold calling process but if I want the sales agent to attempt to make multiple (in perpetuity) calls, even if there is no contact, Im not sure how to design it. Does that make sense?
Attaching OneNote to Account or Opportunity
Can anyone advise/guide me on how to add a OneNote note to an opportunity or against an Account in CRM? Thanks
Error while requesting for Access token using the Php SDK
Hi, My name is Ashish. I have to collect the lead data from a custom form in my website. I have used the PHP SDK to store the lead data into CRM. I have a free account on ZOHO. I have added a client and get the Client ID and Secret from the Zoho application. Now i tried to get the access token. It gives me the below error. Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'Exception while fetching access token from grant token ZohoV2.php
How to properly sort contacts by date of birth
I want to sort out my contacts by their date of birth - this month. When I apply this filter, it gives me zero result because it sorts our according to real time and real year -- for example if I apply "this month" filter January 2020, then it only gives me contacts who born in January 2020, which is none....... How can I solve this problem and sort properly?
Sent email status not changing to 'opened'
The emails that i'm sending through the sales orders tab of the ZOHO CRM are not being updated to 'opened' within the status column, i know they've been opened because I've sent a few tests, any reason why?
Relational Contact Views based on related Account Data
Hello List We gather leads withh all information about the company as; e.g. Type, Industry, Region, Relationship and Rating, which are stored, copied to account upon qualification. No need to have these values managed in every contact linked to an account.
How to remove a inexistant Creator App view and setting a default view in CRM
Hi, I created a Creator app I want to integrate into the CRM. During the integration process, you can select which views can be shared. HOwever (see screenshot), the View 1 doesn't exist in the Creator App. When I share it, there is any error when a user access the module, the view can't be found. How can I remove the View 1 from CRM ? I try to set the View 2 as default view, But how I can do that?
What's the best way to handle an upgrade or downgrade of an existing client deal?
We frequently have deals that have closed where at a later date we incrementally add additional service to the same deal or remove/downgrade an existing deal. If we add a new deal for the difference, it really starts to make it kind of messy. If we upgrade the deal, we dont want to change the original close date but would like to reflect the new incremental revenue or downgrade. What's the best way to handle these changes.
Revenue Field question
In my business, I need to be able to include the sell price and the revenue in the DEAL section. They are not the same number because our company's revenue is the sell price MINUS payment to vendors for equipment and labor. What we earn from that deal is different from the sell price (less), but we want both figures to be included in the Deal information. We also don't like the whole percentage of amount component, it makes no sense for us. Once a deal is made there is only 100%, not incremental
Using Python SDK to mass-update records.
What I have in mind to do is in theory really straightforward, only Zoho APIs have historically proven difficult to navigate for me. So we have a custom module that stores a numeric value in 2 different formats. One format starts with "123XXXXX". The other format starts with "456XXXXX". What I'm trying to do is to fetch all the records that start with "123", and replace only these 3 digits at the start with "456". That's it. I think it might be possible to also do this in Deluge, although I'm much
NO invitation email with the access link was sent to the user.
At URL https://crm.zoho.com/crm/org704695005/settings/users/4332047000000246417 I select user Alex Delacruz and click Reinvite. I get confirmation: Invitation has been sent. But at Alex's email NO invitation email with the access link was sent to the user.
User Rights needed to create a BluePrint
Hi everyone, Can only the CEO create a Blueprint or also someone with administrator user rights? I am a Administrator user but can only create automation rules but not a Blueprint - I need to implement one that I created for my boss. Please help Thank you Paul Thank you
Update Field Date and Time when Another Field is modified
I'm trying to use the Formula Function to add the Date and Time another field gets modifed. Anyone know the proper Syntax to make this work?
colours of the bar chart
Hi, Does anybody know if it is possible to customize the colours of the bar chart on your dashboard? Thanks, Robby
CRM Contacts Export then Clean Import
Hello! I would like to: A) Export contacts found in the CRM module B) as CSV, C) clean-up the fields (add info to empty fields, correct info in wrong fields) D) delete outdated contacts E) import the cleaned data back into Zoho CRM Questions: 1. Is there a "best practices" description anywhere? 2. Is it best to Export from Zoho CRM Contacts or the (stand-alone) Contacts module? How does the content of these two modules differ, if any? 3. Because there is a unique Contact ID for each contact, will
legacy api token
Is there any way to generate legacy api token or obtain access token by using password grant type?
How to handle a company who change its name
HI, I'm trying to figure out a solution where one of our client changed it's name and email domain. For now, we have 2 entries for the former and new entity. and add a note on both, about the name change. We did this primarily because we still have open orders with the former. Is there a way we could merge the 2 entity and keep the mail with the 2 domains ? Or is there a "best practice" for this case ?
Account Import with Bill to and Ship to information
Super basic question, as we are just implementing Zoho CRM. Does anyone have best practices on how to load Account information from an ERP system based on Bill To and Ship To numbers? We are having difficulty with the Account/Parent relationship and the fact that our ERP system uses the same name for most Bill To and Ship To accounts all with the same numbers. All of the Ship To numbers have different addresses as well. Here is an example of the data: Bill To Ship To Account Name 169301
I cant register my application
on this url : https://accounts.zoho.com/developerconsole i get a 400 error after submit with theses settings : client name: Calimed sante client domain : www.calimed-sante.fr redirect url : https://www.calimed-sante.fr client type : web based error message : Une erreur s’est produite. Veuillez réessayer ultérieurement.
Any issues with renaming/re-purposing default modules?
I want to configure a CRM for use as a real estate agent. I want to keep the four main sales modules (Contacts, Leads, Deals, and Accounts), but rename and re-use them in accordance with real estate scena Leads would still be leads and contacts would still be contacts. I would change Deals to Prospects and Accounts to Deals. The idea being that "Accounts" (as Zoho calls it; I would re-name this to "Deals) would be contracts that we have signed with sellers to list their houses, or sellers that we
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