Facebook Messenger Chatbot to Zoho
Hi there! Anyone know how to connect a facebook messenger chatbot to Zoho CRM?
Company with thousands of locations
I've searched and nothing really hits my issue on the head (and the closest ones seem to be rather out of date). Here is the situation: - One company with one billing address, billing contact, etc. (corporate headquarters) - Thousands of physical "store" locations with different shipping addresses - Stores generate their own PO's to purchase from us - all with the same billing to corporate A/P office - Each location is communicated with as though the store managers run their own small business -
When I upgrade from Free to Standard will payment come out straight away or do I get invoiced and pay one month later?
Hello, As title says: When I upgrade from Free to Standard will payment come out straight away or do I get invoiced and pay one month later? Thanks Danny
Duplicate Value
I was able to add "Do not allow duplicate value" to the account layout so if an account it created and someone tries to add the same one it will populate a message indicating just that. I do not see that option on leads or contacts... is this available onthose modules? or would i need to set up some kind of workflow?
Free/cheapest way to sync MailChimp subscribers to Zoho leads?
Hey all, So I’ve been looking for a free or cheapest way to sync MailChimp subscribers to Zoho leads. Zapier seems to be in the middle with 20/25$ a month. Automate.io is the most expensive with 40/49$ a month. And I also found PieSync which is the cheapest at 10$ a month. Truth is, I don’t have a lot of subscribers so I’m not really into paying too much for this. Is there another way to do this? Maybe for free? Or cheaper than 10$ a month? Thank you!
Exporting leads from campaign into spreadsheet
Some time ago, I set up a campaign and allocated several hundreds leads into this campaign. Now, I am wondering if there is a mechanism to export these leads back into a spreadsheet? I am only using the free version. Thanks in advance David
Can I add HTML code from a module field into a template
I would like to add html code into a module field and have this print like HTML on a template, for instance have some fields with unordered lists for example and have this print in the template, but I get the actual code displayed, and not formatted as HTML. Is this possible? thanks.
Exporting Report PDF that looks like print screen of report on report screen
When exporting a report the columns change drastically through PDF. I ultimately want a print screen of the report sent in PDF format. Not changing the paper size or columns. Anyway to do this?
Default Font for CRM Send Mail
Hi guys, Just wondering when you'll give the ability to set a default font for the CRM send mail. There's not much point in having email signatures that can be customised with font, if you don't then offer the option to set variable default fonts with new message from Send Mail. YES - I know that you can manually change the font type in each new message, but it defeats the purpose of being convenient. Effectively we're limited to set our CRM email signatures to Verdana if we want to have a professional
Import Contacts and Permission Denied
Hello everyone. Please could you help me, I have a problem. I have imported a list of Contacts from an excel documents to the CRM, however these are not shown in my contact list. I have tried to see the history of imported files and it tells me this. "Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. " What could be the problem? Permission Denied photo
Importing about 2,700 accounts - 30 minutes and they still have not shown up
I just ran a successful import of a CSV file with about 10 import fields. This was done into an empty account database so nothing in the database. The import process said that it was successful and that it would "take a few minutes" too process. Is there some way to check on the progress? Is it possible that the import failed and was not reported to me.
New User: Cannot switch user plan trial
I was trying out the workflow automation rules and checking out which plan has the date/time so I'm switching out plans but when I tried to switch back to free version , this error popped out Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. Can anyone help?
How to remove leads when 'Lost'
New to Zoho How do I ensure leads are removed from the 'pot' when there is bad data as an example?
How can I set up an order form within a Zoho module?
I would like to create a module that allows sales reps to select items and quantities that will be sent as a sample to customers. I have it working so a user can select items from a Multi Select list. But when a user selects an item, it is removed from the list. In other words, you can only select the item one time. How could I make it so the user can select an item and an associated quantity for that item?
Sencond product area in Print-Template
Hi all together, I've made a template for our quotes and it is working fine. In the quote I have the product area included with <tbody id="lineItem" >. The table shows the Name, Code, Picture, Description, Price, Quantity e.g. Because of long product-descriptions this table could be more than one page long. Now I want to have on the last page of the offer a summary like this: S.Nr. | Code | Name | Price | Quantitiy | Sub Total The problem is, that is not possible to include a second <tbody id="lineItem">.
Is there a way to color code or bold certain contacts?
Within a category of contacts, I wish I could color code, bold or somehow highlight certain ones on the list so I could see at a glance the status of different ones. Is there some way to do that or another solution people use? thanks Dan
Multi-Line Field Size in a CRM Report
Is it possible to truncate the contents of a multi-line field in a zoho report, similar to the "clip" settings you can invoke in Excel?
When changing lead owners.
Is their a way to have this option checked by default. Send Notification email to the selected Owner Or is that not possible? Thanks, Thomas Pursifull
EXPORT DATA
Hi Can I check 2 things please. As an individual user if I export contacts from the CRM 1. is it just "my" contacts which are exported ? 2. Is it a "copy" which is exported leaving the original records in the CRM ? Thanks
Can CRM pull a value from other modules
In the CRM I'd like to open a Contact and see the date that a task was completed. Is it possible to use Zoho Projects to do a project somehow connect the completed date to the contact record?
Categories
How can I group my leads in categories?
Client Portal - ZOHO Invoice and ZOHO CRM
I am running a training business with membership subscription. I am using Zoho Invoice, Zoho Subscription and Zoho CRM. I would like to allow my clients (individual) to view what training they had attended before, what invoice they have and when their subscription expired. The Zoho Subscription Client Portal works perfectly with Zoho Invoice. However, Zoho CRM Client Portal does not integrate with the abovementioned two. Which mean client has to log in 2 different portals to view partial information.
Adding static content to a 'Deal' record
In Salesforce you can use 'visualforce' pages to add static content to a Opportunity page layout? Does Zoho have something similar or another option? TIA, Roger
notice to development team wrong field title on CRM
https://crm.zoho.com/crm/xxxxxxxxxxxx/settings/email-deliverability/email-auth at above link in CRM Form title is Add domain button in Add domain but field title email address:
Workflow rule updates fields value after delay
Hello. I have a workflow rule which is triggered after record create/update. Workflow rule calls a function which is doing some calculations and then updates fields value. The problem is that after I edit a record the fields value is updated after a small delay. So I have to wait a little and then refresh a record to see changes. Is there any way to avoid that waiting/refreshing?
Use same picklist for standard Rating field in my 2 layouts
Hi, I want to use the same pick-list values for the standard Rating field in my two accounts layouts. I have a "duplicate entry" error when I try to add a value which is present in one layout and not in the other one. Can you please tell me how to proceed? Thank you, Richard
How to trigger Workflow when an Email is added to a Deal?
We're using the Outlook plugin to add relevant emails to Deals. I'd like to write a Workflow that triggers when an email is added to the Deal, allowing me to update a specific Deal field as a result. But there's no Field Update trigger for Emails within Deal workflow. Neither can I trigger based on Email workflow as that only allows me to trigger based on the email message itself (and so I can't update the Deal record that it's attached too). Plus, I'd guess that it only triggers if Zoho is actually
call a function when new product is created
hey! i am new to zoho and i just dont know how to call a function when new product is added to the existing. Actually i want to senn an api response to my laravel application and i dont know how to make it possible plz help
Account_Name via API error
Hello guys, i tried to send a json via api to my account but i have a unexpected error. Json: { "data": [ { "Closing_Date": "29-03-2019", "Deal_Name": "TESTANDO ENVIO DE DEAL", "Stage": "Ganho Fechado", "Account_Name": { "Name": "TESTE CAMPO PERSONALIZADO", "id": "3872711000000236015" } } ] } someone can help me ? the following error: {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"text","api_name":"Account_Name"},"message":"invalid
BCC improvements
Here are some ideas of new features for the BCC Dropbox: - Give the option to automatically tag / classify these new leads without having to go through hoops - Give the option not to copy the mail to Zoho together with the creation of a new lead - Give the option to use not only the to:field, but also the CC field for the emails to be added to Zoho. Just my 2 cents.
Zoho CRM & Zoho Books integration - barely useful?
we are looking to switch to zoho crm & zoho books but the integration seems really awkward and barely useful. I can only sync Contacts OR Accounts OR Accounts and their contacts? I have some contacts without an account and some that need to be associated with an account and I'm not sure why we can't have both sync? Also I think we should be able to sync other modules - at least the deals if nothing else. I should be able to associate expenses and invoices with a specific deal. (EDIT TO ADD: Ok
can we get account id and all other ids in portal
actually we are trying to get account id and all other ids in portal?can it be possible
How do I get Address info to copy from Account into Contact?
I'm trying to figure out how to get all of my contacts to have the address info from the Account that they are related to populated into the their address fields. This seems to happen when creating a new contact thru the Account, but not any other way. Help!
How to turn off Outlook and open email hyperlinks in Zoho email editor
In CRM, Contacts view, I have a hyperlinked field for the email of the contact. I would like to be able to click on that hyperlink, and open a new email in CRM (prompt for template). Right now, Outlook assumes control when I click email hyperlinks, so 10 demerits to MS for bad behavior. I don't want or need Microsoft Outlook and will never regret the day I left. Anyway.... I want to go Zoho CRM - Centric and need to get this working in my browser (Chrome) ASAP. Thanks Everyone! Greg
Google Calendar sync
I just set up Zoho CRM with Google calendar sync. It seems to only pick up brand new appointments I create moving forward. Is there anyway to have it sync over the existing appointments I have in my Zoho CRM calendar?
Can I Convert Events to Tasks?
Hello, One of our sales reps mistakenly entered several dozen tasks as events and I would like to convert those events to tasks so our data is consistent. Is this possible or do we have to manually re-enter them as new tasks? Thanks, Chris
Task Model - Need Option for Pick List Field
Currently the SUBJECT field in the Task module is SINGLE LINE only but has pick list option available. There should be an option to change the field to PICK LIST to prevent staff from avoiding the pick list values. This will enable cleaner reporting for activities.
Report showing Leads/Accounts with no future events
Hi I have been able to create a report for Events Planned for the Future. The filters in Leads and Contacts allow me to look at records with no open Activity - is there a way to do this as a report? Ive tried a number of ways, I just can't seem to get it to work. On that point, it would be great to convert filtered views straight into a report Thanks
Multiple Emails per Lead and Contact Please (for Gmail integration)
Would be very helpful to have multiple emails per lead and contact built into the system. Our situation is that we are using the Gmail integration to be able to see emails within the Zoho record between our sales reps and leads and contacts. Unfortunately, our leads and contacts often have more than one email address and so only the communications that were exchanged between the main email listed in the record, flow into the Emails area. Anything that occurred between the rep and the lead or contact
Change to Terminology
Hi We have noticed today that the terminology for "Events" is now being changed to "Meetings" Is this going to affect any reports that filter by Event Type " Events " because that will be super frustrating if it does. Or is the wording just being replaced in the background for all areas of the CRM? I can see it has already changed in the mobile app version Are there any other changes? Thanks
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