IMAP states SERVER DISCONNECT, but my IMAP port is open
After using Zoho CRM for a few months, and the IMAP integration working well, I went to update the password on my account and saw that rather than syncing sucssesfully (or not), I was given a SERVER DISCONNECT error. I checked with my IT department, who stated taht your firewall and IMAP ports for the internal email server are open. However, when I checked my host name, the port is closed. Any idea what is causing this, or how it can be resolved?? Thanks in Advance!
Edit contact fields via deal
Hi, is it possible to set up a deal so that when it is set to a certain stage 1) certain fields from the contact associated in the deal are shown in the deal (so contact can verify their details) 2) and if needed be able to update from the deal (so that it syncs back to the contact field details) 3) Also the ability for those contact fields to be mandatory only when deal stage is set
Relate task to Campaign
Hi, I cannot relate a task (from leads clients) to a campaign, every time that i create a task from a lead contact this task is already relate to invoice and it cannot be changed. I also attach a screenshot..... Thanks! Regards
Creating dashboards
I would like to create the following dashboard views: I want to create a dashboard view where it shows the number of ALL activities scheduled in each stage of the deal pipeline for the next 30 days of when the report is run. I want to create a dashboard view where it shows the number of ALL activities completed in each stage of the deal pipeline for the PAST 30 days of when the report is run. A dashboard view of total number of DEALS moved into each stage- this is two views on weekly - last 7
Zoho crm with creating custom Login Activity in Android SDK
How i can create customLoginActivity without calling(passing intent) to ZCRMLoginActivity. is there any RestAPI's are available to login zoho without openning "web Client". Like : loginToZCRM(Username,password) In android SDK. If available Please send link or ping me.
Zoho CRM API V2 and python SDK
Hi, I was trying to access ZohoCRM record using API V2 and python SDK but I'm stuck. I'm using a simple python script from my Mac so not a sever and this seems to be the first problem: I cannot connect. I went to https://accounts.zoho.com/developerconsole and created an API but I cannot figure out how to configure zcrmsdk. I copied and pasted the information into oauth_configuration.properties but it doesn't connect. I also tried to create a self_client key but I cannot figure out how to use it.
Change SMTP server
Our email system has been updated and the SMTP server has changed. Under settings > email, I can see the existing SMTP server name but it seems impossible to change it. Please let me know whether there is a way to change the SMTP server name.
Request - Change the column width of field views
Posted earlier about this, so here's the main idea! On the start page I've created a module of open activities. And in that activity I've chosen to add company name a long with other information fields. The problem is that a lot of the fields is so narrow that the field turns into 2- or 3-rows.. :/ WE REALLY NEED to be able to to adjust the column widths preferably the same way as you can do in excel or word, with other word just to click the outlining and drag it to a wishful position, a work around
How to automatically update a field in a Deal record when I upload/send a mail merged doc thru Zoho Sign?
- I have a Deal record that contains a date field called "Date Contract Sent." - I create a mail merged document from that Deal record. - I upload that document to Zoho Sign and send out to a customer thru Zoho Sign. How can I set it up to automatically update the "Date Contract Sent" field to <today's date> upon the trigger/completion of sending out the mail merged document from Zoho Sign? To put it another way: how do I tightly and automatically connect a merge/sign event to a Deal? Thanks!
Best Practice for Assigning a Target to a Sales Rep
I understand how to assign a Lead to a sales rep, but what if I have a company that I think would be a good prospect and I want to assign it to one my reps, but I don't have any Lead info (like name, title, contact details, etc)? Whats the best practice for this? I suppose I could fill in dummy info for the Lead OR I could create a new type of Lead that has no individual contact info?
Update or change incoming SMTP server
We are using Zoho CRM. Our email system has been updated and the SMTP server has changed. In Zoho CRM, settings > email, I can see the existing SMTP server name but it seems impossible to change it. Please let me know whether there is a way to change the SMTP server name.
Custom Fields - Horzontally Align
Hi, I have four custom dropdown lists that I would like to align horizontally within the accounts page on CRM. Out of the box, the fields are aligning vertically. Anyone know whether this is possible? Thanks, Andrew.
Save time by cloning blueprints within modules in Zoho CRM
Blueprints help you run your business by letting you replicate and visualize your business process digitally. Sometimes, multiple processes share a lot of similarities—so now, you can save time and effort by cloning your existing blueprints and then making changes wherever required. Here's what you need to know before cloning a blueprint: You can clone a blueprint within a layout or across different layouts in a module You can add new states or map the existing states with new states (picklist values)
Need a report to show contact's birthday month
Hi, How would I run a report that pulls all contacts who have a birthday for a given month? In the contacts module I have their full date of birth inputted with the year. However I only want to pull the month and not the year.
Mailchimp Integration Questions
Hi, Looking to integrate Mailchimp with CRM. I want to set up two integrations, one for leads and one for contacts. I then want to map certain fields to Mailchimp so I can segment the mailing lists. I also want to be able to see within the contact or lead page a section which tells me the emails they have been sent and if they have been opened. If this possible with the Mailchimp integration? Is there a better way of doing this? Would Zoho Campaigns accomplish this? Many thanks for your help. Regards
Mandatory Fields
Can someone please help and explain to me why I can't make a custom checkbox field as mandatory? Is there a way to do this? Thanks
Alternative to custom fields in Zoho CRM Free?
Hi, I'm exploring a move from Hubspot to Zoho CRM free version I've just done a test data migration but none of the custom fields have come over. I now see here are no custom fields in the free version. The fields are used to signify if a contact has volunteered to be part of a specific team (there are 10, and it each one can be Yes/No (or black) or Leader. Is there a viable alternative to moving this data over to Zoho? Perhaps a note that says something like: "Technology - Yes Legal - Yes, Leader
Please add international shipping option
We have USPS integrated to the system. everything works fine BUT international shipping is not available, AND tech support confirmed it even not a plan to add on for now. Could you please add this to your soon-to-be list? Thanks!
How do you keep track of all your workflows and custom functions?
Hello Team and Hello Community, Just want to know the best practices on how to keep track on all workflows and custom functions you have in CRM. In addition to workflows, we also have After Transition tasks, workflows and custom functions in our BLueprints. Reason I asked is that, I ran a custom function mass update and I mistakenly forgot that I have a workflow that will trigger every time a Deal is edited. End result was most of our Accounts had their billing addresses removed :( I know I should
CRM Deals Kanban
Hi, is there any way do select a numeric field for "Aggregate by" in the deals module of CRM? the help file sais you can aggregate by currency or numeric fields - however it is only letting me select the currency fields (and not a custom numeric field). - Thanks
Problem select Opportunity Layout when converting leads
Hi, In the Opportunity (Potential) module, I created 2 layouts In the Opportunity Settings. The 2 layouts are assigned to Adminitrators and Standard profile. However, when I want to convert a leads to a contacts and create an opportunity, I'm not able to select which layout... I can only select layout "a"... As an Administrator, what am I missing ? Thanks
Versions of ZOHO - Pricing on contact manager?? Getting different prices
Hi guys, I googled social zoho and it came up contact manager - I was already signed in to my free zoho crm. I pressed the trial button and it showed me it had worked - but the dashboard looked different and it had the social tab, which i wanted. For example, my activities and contacts already in - I couldn't see. After the trail this would cost me £12 per month which i am fine with. I then closed down the browser and the next time I logged in (with the same email and password) I got my original
Advice Please
Hey everyone, We are a small company with a tiny sales force and we have a subscription to the CRM. I have a basic question, hoping for some advice. In order to get things moving I want to be able to have my salesman do this and and then I want to be able to track it. So may salesman walks into to either an established or new account. Has a conversation about a new product - customer wants a quote, you get the drift. Where is the best place for him to store that basic info along with the notes so
How do I search contacts by account parameters (EntityId) (C# API v2)
Hi, I can't GET Contacts for a specific Account. We have this : ZCRMModule module= ZCRMModule.GetInstance("Contacts"); BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("(Full_Name:equals:FULL NAME)"); But i need as Account information (example) "Account_Name": {"name":"Patricia""EntityId":"425248000000104003"} I don't know how to build the condition?
Zoho sync
Currently using WordPress to build our website and just switch our CRM to Zoho. On our previous CRM we had a custom interface to display inventory automatically, the interface was built to display data synced but now we need it to sync from Zoho. Is Zoho-Subscriptions inside WordPress the best way to go?
Customize product's price based on some criterias.
Hello Zoho experts, I hope you're all good. I'am facing a new challenge that I couldn't resolve so far that I thought maybe I'd get some help. In fact, in zoho crm as you know, when creating a product, you can only attach ONE price to ONE product. In our case, we have some products that, their prices are depending on other criterias like, size of the project, length... So we cannot attach one price to one product. Is there any way to create a workflow or a rule that make a price change for our product
Zoho Desk Fields available in CRM Account View
Can See Zoho desk tickets in Account and Contact Modules Can Choose the fields which display Have 2 user defined fields I can choose to display - so know its possible Cannot find what I did for them to be on the list. How can I add Desk user defined fields to the list of fields available for display in CRM when viewing desk tickets
Sorting Numbers Problem
When sorting numbers in Zoho CRM and Zoho Sheet, it does not sort properly. It should sort numbers like this: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20. BUT it sorts it like this: 1, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19 ,2, 20, 3, 4, 5, 6, 7, 8, 9. See screenshots of Zoho CRM and Zoho Sheet.
Allow for different subscription levels
We have an external sales force. We currently use CRM Plus internally. I would love it if we could add our external sales rep to our CRM but to pay $50 a month for each user when they are only using one module is not cost effective. I would like to see a way for our sale reps to use the CRM at regular CRM pricing and not CRM Plus.
TAB Duplication / Renaming?
Can I duplicated a TAB in Zoho CRM? I want to duplicate my LEADS tab, add it to my group bar and then re-name it - this way it fits better to our organization. Can this be done & if so, how do I do it? Thanks!
installation misunderstanding
I'm trying to integrate asterisk on CRM. Downloaded the Phonebridge adapter and got 'UnknownHostException' while installing the adapter. I don't understand what this error means. I don't understand the adapter is installed or not. When I try to dial the number from lead, which I created for a test, there appear popup windows with text, 'CONNECTING' but no traffic comes to PBX server. What can I check?
Updating Tasks from contact page
I have several tasks for each customer. It is tedious to have to edit each task and repetitive to update each task. 1. You should be able to update the due date of the task right here on the screen. see photos 2. I used to use a software (teamwork.com). They allow you to update several tasks at once by increasing all task about a specific amount of days. See photos. In other words, if all your tasks due dates need to be moved by 3 days then you can move all tasks by 3 days. This is so much
Set Reply-to email of a email template for a webform
Hi, I have a Zoho webform embedded in my company website. A lead is generated in Zoho and email is set to a Zoho user when a website visitor submits the webform. I'd like to set the reply-to email of the email template so that I can reply to the website visitor email directly. How can I do that? Thank you. Alvar
Mail Merge Workflow/Function
I am trying to automate my mail merge process. My customers need to sign 3 separate documents. Each of those need to be created via mail merge. They then need to be attached to a template email and sent. Doing the above manually is possible, but extremely long winded. Is there a way to automate it?
Need to remove all accounts and contacts imported
I attempted to import a salesforce.com account and contact listing. Somehow it ended up duplicating all of the names as well as my user name. Everything is doubled. Is it possible to completely reset the app back to the initial setup to start over again?
it is posible to set a default view for a group?
i want to set de custom view for some users, it this possible or its posible to hide the public views for example hide the "all requisitions", if i try to edit it it doesn't show the filter to show only to certain users, i think because its a standard view, is there a way to hide theses views?
How to generate Auth token for integration with another platform
Hi! I'm trying to integrate my Zoho CRM account with my GetResponse via their integration. To connect these services, I need an Auth token, but I can't find where to generate it. I tried following the steps in this tutorial: https://help.zoho.com/portal/kb/articles/can-i-generate-a-new-authentication-token but I don't see the "Authentication Token Generation" option. I'm attaching a screenshot of what this page looks like in my account. Thanks.
Allow Each User to Choose if they want Email Notifications
Hello, it would be a really cool feature if each Zoho CRM user could decide if they want email notifications. At the moment it is not possible for Users to choose what - if any notifications they want emailed to them. I know we can change the Workflow and select the Send Reminder on Tasks but these are decided by other people in the organisation, not the actual user who has to receive all these emails. Reducing the amount of emails and working within the CRM is a good idea to increase productivity.
Please Label Tab Groups
Zoho CRM gives the ability to create tab groups, however there is no indication for a user what tab group is actually selected. Therefore the user may need to select the 3 dots before they even realize the view they are in does not have the module they want to get to. Or they have to select the hamburger icon to confirm which tab group is selected. Please consider adding a title that makes it instantly obvious to the user what tab group is selected. Please see this Salesforce screen as an example,
Jivrus Integra for Zoho
I am trying to connect a google sheet that I use for another purpose to my Zoho account. I want to be able to push information through Zoho to the sheet so that my customer can see the status of his orders. I have installed Google Sheet Jigs, but when I try to access the Google sheet, Zoho keeps talling me that it can't fetch the tab information, and does not bring up any of my sheets at all. I am unsure what i am doing wrong, and would appreciate any advise, as the ability to do this will make an
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