Is there a way to attach a specific email to a specific task?
Under open activities is it possible for someone to attach a specific email to an open task?
Variables to sum
Hey there, I have a question about templates and variables I have a customized module which purpose is make some arithmetic operation with some product variables like quantity per unit price ( this operation is by row), at the end I want to make a sum of every row and save it in a new variable to show it in a inventory template. I hope someone can help me, please :(
Dashboards is Not Reading CRM Info Properly
Is anyone else having an issue with the Dashboards module not reading the data properly...I run the same information in Reports, and it will read accurately, but when I create the same report in in Dashboards the information it shows is completely inaccurate. But if I create a Chart in Dashboards, and have it pull from a Report instead...then it's accurate. Anyone else having these issues?
How do I format a spreadsheet for easy import of advertiser leads to CRM?
Is there a template I can open in excel for easy uploading of an excel file to the CRM? I want to upload a large number of advertiser fields and can't figure out how to format the document so that Zoho can import it. I exported an excel file of a few pre-existing leads so I could use that format. We have many data fields, but only 10 are required for a lead to be saved. I filled out information for the required fields and left the optional fields blank. When I selected the file on the upload page
Products reports.
Hi, I have been trying to export our best selling products by number of quotes and revenues and I couldn't. If someone can help me, I would be grateful ! Thanks,
ZOHO applied to a Network Marketing Business (Multilevel Marketing)
I own a Network Marketing business (MLM). Is it possible to use ZOHO for this type of business. My target market are individuals not companies. I would appreciate any input on this matter. I can see how it might be used but I have difficulty distinguishing the difference between Leads - Accounts - Contacts for this application. Thanks! Tom
HTML Editor deletes and modifies HTML code when pasting HTML code in Email template
This is a major issue, and there's nothing I can do about it. Please have this code, for example, pasted inside the HTML editor of a new template, and upon saving revisit the HTML editor and notice that there is no code there. <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html> <head> <meta charset="UTF-8"> <meta content="width=device-width, initial-scale=1" name="viewport"> <meta name="x-apple-disable-message-reformatting">
Task/Event Notification Email
when create a task or event, you can tick the box of Send Notification Email. but no matter when the task is due, you will receive the notification email immediately. is there anyway that we can edit the setting of when sending the notification email?
Workflow Automation with Zoho Surveys Integration
I have a zoho survey that we want to send automated email responses to the people who fill them out. The survey has check boxes with 7 options. I set up automations for each selection so that the user will get an email response with a promo code based on which selection they chose. I run into problems, and so did support and onboarding team when we try to make automations for 2 or more selections. If a user selects 2 of the options they should get a seperate email entirely but when I input the
Next Contact Date
How do i modify the lead List View to only shows leads specific to the current date? If I work with a lead and select a date in the future to go back to that lead, I do not want it to show up in the current days list view.
Privileges to associate/dissociate a product from an Account
Hi, The privilege that I have for a given group/role in my CRM have: - edit, view, create for accounts and same products Still, they can't dissociate a product from an Account (see enclosed the error)
Zoho Crm for Insurance Broker/Agency
Is anyone in either UK or NYC using Zoho Crm as a system to capture leads for insurance policies or even set up Zoho and add ons to run an effective organisation, without the need to rely on the major insurance broking software providers. I am a boutique general insurance agency in UK and am looking for a system to help me concentrate on new clients/policies
Receiving Sales Signal in an email alet
Sales Signal is nice - when I click on it, i can see the latest interactions. BUT - what I really need is an email notification when something happens so that I can IMMEDIATELY act on it. For example, if someone clicks on an email, give him a call. Now. Is there any way to enable such a notification?
When ZIA Enrichment will finally come to EU?
Dear Zoho Corp, we're looking forward to see ZIA Enrichment coming to Zoho CRM in EU! We think the delay may be due to privacy issues or the lack of databases. For the second, we recommend Atoka's one. Please keep us updated on the ZIA Enrichment ETA.
How to calculate current age?
I have records that include a date field for "birthdate." Using the formula field, how can I calculate the person's current age in years? My efforts to work with the function editor have been unsuccessful. (This might be good to have as a stored function, developers!) Thanks in advance! Taylor S. Client Service Manager
Formula AGED Date
I need to create a formula that gives me a potentials aging. Today's date from Created Date Equals # days AGED (not minutes) Tried different formulas with no success any advice?
Date Formulas
Hi All I am trying to install an automated field for a module with the following parameters: Our standard business hours are 08:30 to 17:30 (9 hours). We have self imposed SLA deliverable restrictions for different jobs, guaranteeing we will complete an order within X number of business hours. We want a field to be able to look at the Order Created time, the current system time and subtract this figure from the established SLA restriction automatically. This is to show the time remaining before an
Help working with email templates
I'm trying to figure out how I could use a email template to invite leads to a trade show. We go to about a dozen shows a year. The information would be the same except for the Show Name, Booth, Date and Location. I thought I could add those fields into a CRM Campaign and then email leads that way the CRM Campaigns template can only be used for internal email notifications. Creating a new email template for each show is not practical. Changing an existing template isn't the best option either.
remove columns from open tasks on home page
Is there a way I can customize the default "open tasks" view on my home page? There are quite a few columns I don't need to see and are taking up valuable room.... Thanks in advance!
Zoho User Group Meetups Q4 - 2019
Hey everyone! Our final leg of meetups for this year is planned and here's our schedule. In the meetup we'll tackle common challenges faced by a sales admin, including the following How do I prioritize my leads? How do I ensure that the CRM process is followed when a new person joins the team? What changes should be made in CRM when someone leaves the team? How do I set-up lead nurturing emails? How do I efficiently make bulk edits in my records? How do I add leads into CRM directly from
Issue with removing custom field in CRM
In my implementation setup test I created a new multi-pick field via the Customisation Modules & Fields section in CRM module. But it was of the wrong type so I want to delete it but I can’t. I can’t even remove it from the layout screen (as per in red box in attached graphic). It does let you choose to delete but it just stays there. In fact all the fields I am not really interested in displaying I have moved to a new section as per in orange box in attached graphic but I can’t seem to hide
Integration of Contacts between Zoho CRM and Zoho Desk not working
Hi, I have initiated one way integration from Zoho CRM to Zoho Desk. Yesterday the accounts managed to sync but I then also created 2 contacts and as of now (at least 16 horus later) it has not synced them, they cannot be found in Zoho Desk. How can I resolve this? It's not working as expected. As accounts and contacts are key items you'd expect them to synchronise immediately if not rather quickly. I have included an attachment which is a screenshot showing the sync is active but nothing in
Create Birthday Reminders (Task?)
Hello! New to Zoho and testing it out to see if this could be the tool for my team. I want a Task/Activity to automatically remind me of Contacts birthdays, and other important anniversaries. How is this possible? I tried to use the Automation Workflow (Tasks), but it doesn't seem to work. See attachment to see how I set it up. I would like for the Birthday reminder to show on my Home Page under Open Tasks. Help! And thanks!
Testing Email Merge Fields from the "Send Test Email" Button
We are uploading all of our email templates to prepare for our Zoho roll out. I have entered in the fields correctly, but when I send a test email to myself from teh "Preview" area that says "Send Test Email", the fields never populate (please see attached photos). Is there a way to test the merge fields other than the "Send Test Email" button? Please let me know as this is extremely important for my organization. Thanks, Kendra
Prospect Lookup
We need to create a report or lookup that shows a field contains 'X" and that field modified date. Is this possible to build?
Changes
Hi Can I just say can you please STOP changing things and than changing back without letting us know. I know you complete releases without notifications (I dont come into these forums every day). So who made the decision to reverse the name change of "Events" to "Meetings" back to "Events" within the Activities module?
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Campaign best practices for recurring events
Hello, We go to a dozen trade shows a year. Is the best way to go about this is to create a campaign for each show and just designate the year/place to differentiate? We want to send an email to leads to invite them to the show and we'd also like to send an email to those that visited. I'd like to track the emails for the pre-show and post-show as a whole. For example I'd like to know how all the pre-show emails open/click rate are. I'd also like to see how they look for individual shows. I've
Setting Layout Rules and Mandsatory Fields for Stages
Hi, I have just started up on Zoho and want to set certain fields as mandatory before a deal can progress to a certain stage. I have added layout rules on a map (as attached), however it seems that if I have say for example 5 fields which i set as mandatory to be able to get to the stage "Scoping", Zoho will not let the user fill out 2 of the 5 fields and save it (obviously without progressing the deal to scoping as all 5 fields have not been entered). Is there a way to set fields as mandatory but
Problems with Migrating attachments from Salesforce to Zoho CRM
wizard works ok but cant create new custom fields for attachment module - we have quite a few text fields, user lookups that we would want linked. can proceed without linking these but then the files are ALL skipped in the migration csv for data and attachments folder with actual files any advice appreciated we are evaluating zoho one but if we cant achieve this we may need to look elsewhere cheers Michelle
Remove From Workflow
We have a Workflow rule that has 9 different actions. When triggered the phone and mail activites are added to the record, the e-mails show when the are sent over a period of weeks. How do I remove a lead from the workflow for the future e-mail yet to be sent as part of the workflow? The workflow is originally triggered by changing the "lead status" to "dental workflow" if I change the status back to none they still get the future e-mail. We do not what to delete the lead.
Create a task to an account
Hi I would like to create a task to an account. for example, I want to create a task to charge the customer on June 2020 and want to create a task withe notifciation for that. It should be for the account and not for a specific contact, Is it possible? Thanks
How to delete a related list in Zoho CRM
Hello every body, I need to know how can I delete a related list that I created before. Thanks
Counting follow-ups and sales interactions "touches" to a lead.
Problem: In zoho you have no way to count or total sales/marketing interactions. For example how many calls, emails, direct mail, follow-ups, etc... did a lead receive? I have no way of knowing this critical information from the CRM. Solution: Have some way to increment fields +1 and have rule-based counting of task logs.
Layout Based On A Pick List?
I am trying to use this to manage multiple client types. One of the client types is "Buyer" the other is "Seller" When I enter a new lead, I want to be able to select Buyer or Seller from a pick list, and based on that, display the corresponding layout. I also need to change the stages based on that pick-list as well. Can somebody point me in the right direction?
Is it possible to quickly convert a lead to a contact without having to enter the details manually?
Is it possible to quickly convert a lead to a contact without having to enter the details manually?
API Access
I am really buffled by the choice of OAuth2 for API access. How are we supposed to ingegrate it into an SSR application that can be deployed and redeployed, started and restarted hundreds of times in the course of its lifetime. Are we supposed to perform the manual steps every time to get the API going? What if there is no server-side storage - how do you deal with keeping track of all the grant and access tokens? Can you put together a full example that would clarify all these issues. Assume there
Unable to edit Creator form in CRM
Hello, I am having an issue that has just popped up. I go to Zoho CRM and click the tab for a client snapshot I created in Zoho Creator , I can see the snapshot but when I go to edit it I am met with an error message saying : “You''re required to share your location to continue. You have blocked your location from Zoho Creator. Please allow to continue. Learn more.” I am able to edit the snapshot in Creator no problem but now I cannot edit in Zoho CRM. What is going on here? Please advise. Thanks
Archiving Email
When I archive a email - it does not show under the Contacts email history. Please advise...
how do I redirect WebtoLead form in the parent window not just the Iframe?
Hi Can anyone assist with the above, I cannot get the form subission to redirect to en entirely new page, for some reason the redirect is happening within the iframe but I need it to redirect to an entirely new page in the parent window. The code that I currently have in place is: <input type='text' style='display:none;' name='returnURL' value='URL' > </input> Can anyone advise how I can get this to return in the parent window not just the Iframe? Thanks!
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