Custom View
We different users that are looking at the same Contact data. Some of the data is not pertinent to every user and takes up space on the screen so i'd like to have two or three different custom views that can be toggled to see more or less fields when looking at a Contact. I can't seem to figure out how to do that.... show more or less fields when viewing a contact. Any ideas?
Email Notification with Workflow for Potential Closing Date
Hi All, I am trying to create a workflow rule that will send the potential owner an email when their potential record's closing date is the same as today. This is my flow: @Potentials When This rule will be executed on Closing Date at 08:00 AM Recur: once Condition 1 Stage IS X,Y,Z,A,B,C Instant Actions Email Notifications Email Recipients: Potential - Owner Email Template: Custom made one I created a test potential record with today's
Zoho Crm Analytics
I have zoho books linked with zoho crm. In the zoho crm analytics, I made a KPI KPI Metric: Invoices Sum of Balance Due date this year This KPI works Fine BUT when I try to add Criteria Filter: Status is Overdue nothing comes up even though zoho books shows several overdue invoices. Is there no way to have a KPI to show me balance or count of specific invoice status? It would be really helpful to be able to see this is how much is overdue, this is how much is draft, this is how much is open from
How does Zoho handle time change??
My company just ran into an issue with time zones and time change. We are on the east coast and our events were off by an hour. Support suggested we change our time zone on personal settings. They also suggested that we would need to manually change this twice a year every time the time changed?? That cannot be right, can it? Anyone have any experience with this? I cannot imagine having 100 users manually change their time inside the CRM twice a year. That sound absurd.
Zoho CRM Chat
Buenas tardes Encontre en la parte de configuración la opción de Chat para CRM, según entendí se usaría con mi modulo de clientes potenciales. Genero un codigo HTML para insertar en el sitio web, pero no logro entender la manera en que voy a interactuar con mis clientes y que tipo de estrategias o seguimientos podre crear. agradezco sus comentarios.
Community Digest - October 2019
Product announcements Recent announcements in Zoho CRM Multi-language support is available in the Zoho CRM android mobile application Migration of Zoho CRM APIs and Functions to v2.0 - Updated Benefits of using relay servers to send emails from Zoho CRM Zia Data Enrichment isn't supported in Marketplace Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators
Check for duplicates based on email address is enabled but we have an issue
Hi, I have turned on the check to prevent duplicate leads from being created based upon email address. The issue is that we have lead edits that happen automatically based upon form completion on our website. If a customer name differs from the existing lead in Zoho CRM, but the email address is the same, the old name gets updated, but the Notes attached to the old name are deleted, which is not good. How can we fix this?
differences between sender
Hi everyone! ¿What are differences between sender google.cl and google.com? ¿How do you differentiate between organic traffic and direct traffic?
History of state transitions
Hi, We have a custom made module. We can get a report of last statuses of the records in this module but we are not able to see transition history of all records. Is there a view or report to see transitions of all without looking into the timeline of each one? Thanks,
What can Zoho CRM do for your financial services business?
The US financial services sector is the largest in the world and contributes a massive 7.4 percent (or $1.5 trillion) to the U.S. gross domestic product. Firms are extremely competitive in this large and highly saturated market, making it difficult for a new entrant to survive, let alone thrive. With dime-a-dozen players for the customer to choose from, growing and retaining business requires going the extra mile to make the customer happy. To do this, a business needs to have the right technology
Asterisk Bridge and Dial Codes issue.....
Having an issue setting up the bridge for asterisk 14. Just to clarify I have successfully had it set up prior utilizing just LOCAL:0 as the dial code. But then I had an issue on the asterisk end using PJSIP extensions rather than just plain SIP - so I removed the old bridge and decided to try and make a new one. Now I can't get past the stupid Dial Code box because regardless of what I put in there it keeps erroring and not letting me save. Even if I copy and paste the format given in the example....
Zoho CRM Microsoft Outlook Plugin
Hoping someone can shed some light on this for us! We have recently been testing the Zoho Outlook plugin as we wanted to be able to sync our calendars to outlook... When adding a new event/meeting/etc to Outlook it instantly syncs to Zoho CRM and appears in our calendars which is amazing, however... when adding events directly into Zoho we have found it's not syncing to outlook unless we open the plugin menu and click 'Sync Calendar'. Is there anyway for Zoho to automatically sync to the Outlook
Unforcing default custom homepage
Hi, I've been suggesting several custom homepage on our CRM. However I noticed that my users wants to have their own homepage or their user's one, and don't want to be forced to have the customs buiit. I understand that for some organization a default forced homepage can be necessary, it could be also left to the users to select which he wants/need etc... Why not having a select button to make the homepage a forced default homepage or not (ie the user can select which he wants between the classic,
Telephony Provider
Please consider Plivo, https://www.plivo.com as a telephony service provider. I am using plivo & zoho CRM for my business. if I can integrate Plivo into Zoho CRM, using the Telephony Channel I'll be having much better CRM Solution. Regards, Ziv
Use zoho for real estate
Hello guys, I’m actually using a dedicated crm for real estate but it has some problems and it’s not a 100% suitable with my needs. This crm is linked to my website and is populated by an mls system (Once a colleague adds a new property this automatically goes on my crm and on my website). If there’s a match between one client’s research and one of my (or of my colleagues property) it sends a mail to this client with the details and it should also sends some other automatic mails for birthdays,
Zoho Sheet View
Hi, Why is it that Zoho Sheet veiw doesnt seem to be available on either the quotes or sales orders modules. I can find it on everything else leads, projects, notifications etc. Is it something that simply isnt available on these 2 modules? Any help would be greatly appreciated. Many thanks
Mass Update Contacts to change related Accounts
Is this yet possible to mass update contacts account name? Thank you Claire
Problem with Integration Zoho - Asterisk
Hi, Somebody can confirm me that Zoho woks correctly with Asterisk 13/14 or 15. I try with different Asterisk versions and I doesnt get it. In a few Asterisk version, If somebody call out to my Asterisk BPX, Zoho web doesn't open pop-up to advise a call incoming. And in others Asterisk version, if I pick up the call from the pop-up of Zoho web, the phones continue ringing... Seriously, This works¿?¿?¿?¿
Best way to create sales
One of the greatest ways to create goos sales it´s the beggining- Visualize uore sales scenario. How many new prospects will I create today?, ¿how many closes will I have in the following 7 days?, ¿how do I will support them?. Imagine, do and feel themn create.
Related To in Call Activity for Leads
I am doing Telemarketing Campaigns to Leads, as most businesses do, but when creating an Activity for a Call or creating a Task Zoho CRM does not allow you to choose what the Activity is Related to, you have to be working with Contacts for this functionality to work. Why is this functionality not available for Leads?
Recent enhancements in Zoho CRM
Hello everyone, We recently released a few enhancements in these features: Validation rules, Calendar booking, SalesSignals, and Scoring Rules. This post will give you a brief description of the updates. Creating a validation rule using functions Until now you were able to create validation rule using criteria. Now, you can use functions to validate any value that is not stored in the CRM database. For example, account numbers, SSN details, registration numbers, etc. need not necessarily be stored
Deduplicate must be a Profile feature by module like View, Create, Edit, Delete
The Deduplication is available for highest hierarchy users or Administrators? Usually these users are the Owners who will never be Deduplicating. Usually lowest hierarchy users are running this task regularly. "Deduplicate" must be a Profile feature by module like View, Create, Edit, Delete.
Please add a signature field in modules (particularly deals module)
Hello I would like to suggest the idea (suggested before) of having a signature field in the modules (deals module especailly!) It would be very helpful for small businesses or shops where a simple customer agreement is being made. Essentially, this would allow zoho CRM to be used as a point of sale service for any service type industry where a simple agreement is made. (Gyms, Spas, Beauty Salons, Car Shops, Membership type places etc). Make it so it is only valid for the enterprise edition as well.
How to associate multiple products to a potential/deal each with their unique price
Hi Zoho community, We sell SASS and offer several options on monthly subscriptions. We would like to do the following - show in one potential several products that the customer is interested in/purchasing (ie software sub, tech support, add-ons) -be able to enter a price unique to that potential for each product to reflect individual discounts -be able to report per product on things such as # sold / time frame, average cost for our sales and retention metrics Has anyone done this before with either
BCC Dropbox - Doesn't add emails to existing contacts or leads
Good morning, We are facing a bit of an issue, where BCC Dropbox doesn't associate emails to exisitng contacts or leads. Instead it automatically creates a new lead / contact depending on the user's setting and associates the emails with the new entry. Has anyone else got the same issue? I have checked the BCC Dropbox setting for the users concerned, and it should search for an existing contact or lead, but doesn't seem to do it at all. Thank you in advance, Anne
Lead tab - Locate Map feature
Locate Map feature on the leads tab is not functioning correctly. I entered test data into the leads tab and used the Locate Map feature. Google map returns the CITY for the address - but does not provide detailed information (street level detail). I converted this Lead into a contact and tried the Locate Map function - address location returned by google maps is correct.
Product List In Leads
I need to customize the product list to be in a specific order when a Product is added to a lead. At present, the list shows all products but this is not optimal for the sales team. I need the order of entries from the Product pick list to be in a specific order for all users. When I select the Add Products to Lead, then the order is always the same. Older, lesser used products are showing up near the top. This is not optimal. How do I set the order in which products show up in the Add Products
Importing contacts
Hi, I'm getting a error message when trying to upload an excel spreadsheet with contacts that I've bought. Never been a problem in my previous CRM Less Annoying CRM. I tried a different spreadsheet as well from the same source. That had no problem inZoho. But the list I want gets problems every time I try, How can I solve this?
Multiple currency in CRM
Hi, While we ar able to post multiple currency deals in CRM, the reporting is only in the home currency. Is there an option where we could do a currency wise reporting of different territories? For example, India territory would in INR, and US territory would be in USD and UAE would in AED, When we view our target vs actual everything gets converted to INR(home currency). We cannot create funnels also in their respective currencies. Please suggest a way out.
User not show in mentions list
All user users can appear in the dropdown when I mention to anybody in the notes or description text area, but one user particularly not show. There is exist some rule or something for that user not show? privacity? security? Thanks
PhoneBridge Scopes related
Hello everyone I am trying to generate an access token that I can use to access the PhoneBridge API from my application . I am using the 'Self Service Client' method to generate the 'Authorization Code' that is required for generating the 'Access Token' and the 'Refresh Token' Now to generate the 'Authorization Code' using the 'Self Service Client' method the scopes required by the application need to be specified. But even after a lot of searching I am unable to find a list of 'scopes' that are
Currency
Hi, I want to add products with different currencies. Example: I have excell with TL also I have excell with Euro. I am usin multi-currency in zoho crm, my base currency is TL When I tried to add Euro excell the system adding product with euro. How can I add my euro product with euro currency. Best
Lost notes data
Hello, in Zoho CRM I can not see my last notes. This happen in all the contact that have more than 10 notes (I know that there are more notes because in the left there is a small number near notes that show how many notes you have for the contact). How can i fix this problem?also in the search there aren't the last notes. Thanks!
System-Defined Fields?
Is there no way to work around deleting system-defined fields? Specifically, 'Closing Date'. In the Opportunity/Potential space, we do not always have a closing defined in early stages. I suppose we can just put the date out several months, but then we are putting inaccurate information into our system - which is not best practice. However, I do not understand how a system that is supposed to be customization would place fields in that cannot be removed if unwanted. Please fix this Zoho. Thanks,
Booking meeting appointement linked in CRM /Calendar
Do you plan, as for appointments and calls, to provide customers with the opportunity to make a meeting appointment connected to the CRM and to Google calendar With a feature to insert the appointment in its agenda See attached screen copy
Assigning leads to territories
When a lead comes in, we need to assign that lead to a sales rep based on the territory they cover. It seems crazy that you can't do this. Who worked the lead that became a DEAL or an Account, if it wasn't previously assigned to that someone?? It looks like the only way you can assign leads is by creating a workflow and having to manually type in every state. It would be so easy if you could use Territory Mgt. I must not understand the purpose of it.
Only 10 notes on leads are showing
Hi We are experiencing a problem where only a maximum of 10 notes on our leads are showing and the rest are hidden. I believe that this is a bug in the interface. If I navigate to a Lead that has fx. 15 notes attached, 3 notes will be showing by default and the top right corner of the note element says 3 of 15. The notes shown are however not the newest and when I click View Previous Notes only 10 will be shown. Is there something I can do to view the remaining 5 notes or is this something that can
Accounts, Contacts, can i change the system-defined fields ?
Hi everyone, i've just start to use zoho crm, and i would like to know if it's possible to change system-defined fields on the Native Account or Contact Modules ? For example : Account Modules I cannot change Account Name to a fields ```ID Account``` who will an auto number field. Is there any advice for me to reach this result by using native Account modules without creating totally customize module. Thanks for your answer.
Report Writing
I am trying to make a report to overlay 2019 on 2018 based on the deals we have month per month. I can do 2018 and I can do 2019 but where can I have the two on the same line graph?
Analytic Routines Research
Hi Everyone, I'm researching how sales managers and entrepreneurs can more effectively use the data and analytics they receive from Zoho in the first hour of the day. What is your analytics/dashboard routine? What do you open up first? What are you looking for and what are the actions do you take? Thanks for reading and I look forward to hearing from you.
Next Page