Bring Sent Emails over from Prospects to Leads
Is there a provision for moving emails sent to Prospects that have now become Leads over to these Leads?
Include Calls and Events Next Actions on Deals
Currently, open Tasks show under the heading "Next Actions" on the grey header for a Deal. I have clients that use both the Call and Event activities as much as they do Tasks and would like to see all three there if at all possible. Given they are all "Activities" and we are able to see all three in Views, this seems like a good idea, both for consistency and user experience.
One way to change background color in Zoho CRM
I too was frustrated by the inability to change the background color (requested feature for quite a few years). I found a plug-in (firefox for me) to allow by-site color changes to foregrounds and backgrounds. I think it works via on-the-fly CSS alterations. Seems to work! https://addons.mozilla.org/en-US/firefox/addon/color-that-site/ Dave
Problem to insert leads at zoho crm using api OAuth 2.0
On our website we collect data from a form to insert lead in CRM Zoho using OAuth 2. 0. To get the 'code = {grant_token}' from step 1 of https://www.zoho.com/crm/help/api/v2/#authorization-request and redirect me step 2 to accept app. How to go directly from step 1 to step 3 without always requesting user registration? Once the registration is done, it works correctly but it does not make sense to ask for it each time. Attached image, I have been trying for 2 weeks to understand, I need an urgent
Email sequence based on created meeting
Hello all! Does anyone know if there is a way to design a macro (orany function) that would basically allow me to schedule a meeting with a contact and, based on the time of the meeting, automatically schedule specific emails X time before that meeting (ex.: I click on the macro and select a date. The macro will send a meeting request based on a template, schedule an email (via template) to be send on a date that is based on the date of the requested meeting (x hours before) and schedule a task to
Automatically sending an email related to a meeting
Is there a way to create a template or workflow where I could schedule an email to be send X hours prior to the next meeting (event) scheduled for the deal?
How to schedule an email based no a deals next event
Is there a way to schedule an email based on that deal's next event? Basically, I want a button or template that would automatically schedule an email to be send X hours before a scheduled event for a particular deal, without having to manually do this.
mail merge - documents available based on criteria
it would be nice if the mail merge documents available to the user could be based on crm data field criteria. example: - if Stage = "criteria" - then show document in mail merge list - if it does not meet "criteria" then do not show document this could help in guiding users to the correct document when using mail merge in a module with many documents need at different stages.
Offcie 365: Attaching email in Zoho to a record other than that of the sender
Is there a way to attach an email to a company or contact record that is not the sender? For instance if i want to attach an email that is regarding an issue I am handling for a client but was not to/from that client, how would i do that in Office 365. There is a way to do that using the desktop Outlook but I do not see that functionality when working in Office 365.
callrail webhook send null Text Message data to zoho crm restapi function?
Hi, i am using callrail and when callrail receive a message it send it via webhook using POST METHOD. I am using zoho rest API custom function to receive the data and put it on a module. but the problem is callrail response is empty | Null . I want to know how i can solve this problem . Zoho should add the test feature just like in Zoho FLOW to test the custom function to see what is coming in the rest API function.
Create Report for every account, show in connected list in entity Account
Hey everybody, we would like to create an individual report for every account and it should be shown on the left side as a connected list. This should be possible by doing a widget. As a consequence, the filter in the report that we are going to use has to be set to the accounts name, how is that possible? It would be way too inefficient to show all the predefined reports and then having to copy&paste the account's name into the report's filter every single time, we would like to have that automized(per
Quote Templates - Creating Dynamic Tables
Hi there, Im trying to create a table in Quotes Templates that is a bit different to some of the standard functions that appear to be available. For example. A quote where multiple pets are travelling to a location, and engaging in different travel plans. Id like a quote to include a table for each pet where true and to populate with the data specific to that pets travel plans, currently i can only create a table for a pet, and that table will exist whether there is another pet available or not.
Transfer account from zoho.com to zoho.eu
Hi, is it possible to transfer my data from zoho.com to zoho.eu ?
Zia for Zoho CRM
From watching Zoholics videos, I though Zia would intelligently answer chat questions based on keywords. I chatted with support and they mentioned that for Zia to answer questions, we need to pre configure it with questions from the setup page. If that is the case, it would be better to run reports that pre configure Zia with tons of questions. I really thought that Zia was an intelligent AI that can answer chat questions based on keywords without any need for configuration.
Workaround for discount issues in Quotes?
Like every business imaginable, we offer discounts to our customers. The Quote form enables you to add a line item discount using either a flat discount or a % discount (which then automatically calculates the discount amount). Wonderful. However, Quotes does not automatically calculate the total discount under Sub Total by adding all of the line item discounts. In addition, when exporting the Quote to PDF, there is no way to show the line item discounts (either by their dollar amount or %). Quotes
Leads are not showing up.
Leads that are created when a new user fills out our registrations are no longer showing up in today's leads, lead lists, or even when we search for them by email address or name. The only place we can see them is in the audit trail. all leads view- still not there Please advise
Adding the Sales Notes field to the layout
When I edit the fields to shwo on my Leads tab I can see all the other fields e.g Lead Source etc but the one I really need to see - the Notes field does not show in the 'edit Tabular View' so I can't see it at a glance on the client Tab View - I'm very new to this so please excuse my very rough terminology! If you see the image I show then that hopefully will explain the question I am asking - I am sure I'm missing a trick here! Manyt hanks all who may pay attention to this in advance.
Formula
Hello Im trying to use a formule in a module from zoho CRM to calculate the profit from a trip. The trip profit is the client cost - hotel cost - transfer cost. The formula I am using is the following: Tonumber(${Itineraries.Cost to Client}-${Itineraries.Lodge Cost}-${Itineraries.Travel Costs}-${Itineraries.Additional Costs}) This doesn't seems to work as nothing is being calculated and the field just remains empty even after I have added all the number for this calculation. any help as to the correct
Using RingCentral with the zohoCRM iPhone & iPad app
I have moved my business over to using RingCentral as our main phone service strictly because of it's "Premier" Integration with ZohoCRM. After buying my team LTE enabled iPads to use in the field (figure its cheaper than adding new phones and cellphone lines) I have found that the app doesn't seem to integrate at all with RingCentral. I was hoping we would be able to call out of zoho and see who is calling if they are calling in. I am now stuck with 2 stand alone apps that won't even share contacts
Bcc in Templates
Is there a way to include a Bcc on different templates? (each template would be bcc'ing a different colleague).
Zoho CRM using click to call with Vonage
We currently use Zoho CRM with Vonage Web based PBX and the click to call function is no longer working properly using Vonages Vocalocity product. Can Zoho Phonebrdge help us?
PBX Mexico CRM Integration
Hi, Do you know any PBX service on Mexico that can be easily integrated with Zoho CRM? Thanks.
CRM App only usage
Has anyone had success in using the CRM App only for all activities. The question is basically can a Sales person on the road do with a Mobile Phone only using the App and NO Laptop \ Computer. Thanks,
Email Templates Not Flyer
I would like to create email templates for prospecting and follow ups. I have several emails i send regularly asking for introduction, then follow ups and so on. The email template options i see are for marketing and flyers. Is there an email template option that lets me send a regular email. I see the plain test option as well but that doesn't allow me to insert a signature that looks nice. Bottom line, i would like to create templates to look like regular emails. Please help.
Note Management
I need a help about note management For example; As we know, all the notes related to a record are displayed in the Contacts Module and all notes of this record are mixed in this Modlule(Deal notes, Contact notes, Payment notes, etc.). What I want, When I view the contact in Contact Module ,İs it possible to view only the notes related to the deal from the notes section. is it possible with any extension or function.
separate Notes
hi all, I need an aidea, Example, I can wiev one customer's Deals note in Deal module,Contac notes in Contact modüle...Etc and this customer has 3 deal. For example ;Deals name are A B C . I can wiev A's note in A deal,B's Note in B deal C,s note in C deal and we can wiev all notes in Contact module.User want to in contact module's notes ,wieving notes like" select and wiev just deal notes, just contact notes etc..." İs it Possible with extantation or script?
How do I manage contacts who change companies or quit?
Hi, In the industry I work, we often see people changing employers. Company A and Company B are both our clients. Mr John Smith was a client of us when he was with company A. But since a couple days, he now works at Company B and he is still our main contact in the new company. How should I manage him? I thought of those options but none satisfies me: 1- Create a new contact and keep the ''old'' one with ''OLD'' written in his name. 2- (I actually did that and I'm not sure if thats good) i just
Report that summarises email bounces and opens with both contact name and account name
Is it possible to create a report that includes email template name, bounces and opens with both contact name and account name?
Add Tasks to the calendar
Can you add tasks to the calendar rather than only showing events. For example, when we are calling prospects and set up a time to call someone specifically, we would like to see that in the calendar view. We hardly use Events, especially to categorize
IF THEN syntax error
Hi Guys - I'm getting the Syntax error below on this IF formula: IF( ${Leads.No. of Employees} > 2999,${Leads.No. of Employees}*(4.90/0.7)*12, IF( ${Leads.No. of Employees} > 1499,${Leads.No. of Employees}*(5.90/0.7)*12, ${Leads.No. of Employees}*(6.90/0.7)*12 )) SYNTAX error message: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}. Grateful for any tips on solving please.
Send SMS notifications based on a record action on our Deals module
Hello all, I just finished a phone call with Zoho support team rep that helped me with several topics, but there is one in particular that we weren't able to solve. After thinking a little bit, I believe that maybe by sharing my case we will be able to find a solution. Our company manages high-end residential properties for clients to rent them for productions, events and meetings. Every time a client books one of our spaces for, let's say, a production, there are a lot of logistics involved with
smtp FROM mail not working
Hi, When we setup our system for the first time we configured an email from address with my domain "support@mydomain.com". then we approved the address by link. Now we want the emails to be sent with smtp server settings. I entered all the details (user,server etc.) but i can see emails are still sent from zoho servers. Any help will be appreciated.
how change incoming e-mail data
hi, I want to ask a question. Incoming data from customer comes as trial-member@mail.com , only change the e-mail address of the customer from this customer source. for example: Customer supply: whatclinic Lead email: trial-member@hotmail.com or trial-member@gmail.com The data comes this way, and I want to change it. Change your mail addresses in incoming data from whatclinic. trial-member@mail-whatclinic.com if the sender is only whatclinic. Is this possible?
we wanna integrate whatsapp on zoho crm
we wanna integrate whatsapp on zoho crm
WhatsApp Intergration with CRM
When will the whatsapp text and call integration with CRM planned?
Zoho CRM Whatsapp Integration
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just on place in a friendly way. If you would like more info please contact us info@tivenos.com
WhatsApp Messenger : Have anyone has done the integration with CRM
Hello All, I need you're assistance here, if anyone had done the integration with WhatsApp Messenger,If yes please let me know..
Zoho refuses to improve their security over their web forms
Has anyone else experienced the following problem? We have integrated Zoho webforms into our website so that all leads are collected directly into the Zoho CRM database. The forms have the Zoho captcha on them however it does not seem to work against spam bots that run over the internet. We are receiving between 10 & 20 spam web leads coming into our CRM database a day and it is a real problem. Zoho support suggested two possible solutions: 1. Set an approval process for all web leads (which completely
"Call NOW"' button doesn't show up for one user
Hi, I've on-boarded a new user by giving him the same role and same profile as other sales rep in our org but only for him he cannot see the button "Call now" in the lead module. Testing with other users for the same leads, he is the only one who can't access this button. Can you please help me to resolve this issue and tell me how to control if the button should appear or not? Looking from his profile: Looking from my profile (admin) or an other profile (sales rep)
Scheduled reports not sending
I've set all the parameters for this report, should have received it today, 6/18, at 3pm but no one on my team received it. Thoughts?
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