Sharing
Unless I am missing it, there is no button on this announcement to share with other users or employees. In the future, it would be nice to have that. Thanks! Joe Reynolds VP Sales USA Planet Cellular
Vendor Module
I'm on the free version of CRM. Is there a vendor module? I dont see it anywhere but maybe that module isn't available in this free version? THanks
Leads conversions for Direct to Consumer sales
Greetings - I am in the individual insurance business and am working on implementing Zoho CRM (One actually) for my business. So far it's been pretty easy and required only a few long nights of head scratching to bend the platform to my will. I've read several threads here about lead conversion and pipeline management but I'm still not seeing a clean solution offered. We use Leads as leads - individuals come in and they are created as leads. We don't use Deals or Accounts at all because an individual
Synchronization
How do I enable calDAV in Zoho and on my Apple I Phone Thanks in advance for your help
Ready-to-Install Online Meeting Apps for Zoho CRM
Great salespeople love to have a meaningful impact on the companies they work for. But, we know, selling is hard. And administrative tasks such as scheduling meetings take a lot of sales reps' time, making the closing process longer and harder for sales reps. From online sales presentations, to client calls, online demos, video chats —there's a lot of meeting for salespeople to attend, and, as simple as it may seem, scheduling meetings is a time-wasting activity that requires switching back and forth
Download CRM Record as a word Document!
Hello all Zoho Experts, How can I download the CRM record as a word not as a PDF? This is my customer requirement. Kindly help me in knowing the possible ways to download record in a word format!
Inherited field values
Is it possible for a field to inherit its value from another field? For example: In my Companies view, I have a dropdown called Industry. In my Contacts view, I have a similarly named dropdown with the same possible values. Is there any way for the Contacts.Industry dropdown value to be the same as the Companies.Industry dropdown? In other words, a contact will inherit the industry value for the company they are associated with. Many thanks in advance, Jim
How can I add a new workflow rule for invoices module?
Hi, I'm going to develop new extension for invoices module. I wanna call other API When save invoices record. Hence, I have to add a new workflow rule for invoices module. But "Invoices" does not appear in the module list. How can I call API When save invoices record? If workflow rule didn't support for invoices module, please show me any other way. Thanks
No 'Participants' field when creating an Event
Zoho CRM Enterprise edition, 9 users, part of Zoho One. When I create a new Event on a Contact, there is no Participant field - I've checked the layout - it's just not there. What am I doing wrong? I feel like I haven't enabled something, somewhere else. Thx for any help, Kevin
Force sync between CRM and google contacts?
Or at least change the time scheduled for the next sync? I've just added some contacts to my CRM and am set up for just one-way sync to my google contacts. I just added a contact to my CRM and I want the google contact base to be updated immediately. How can I make that happen?
searchRecords API Method - Criteria
Hi, How can I call searchRecords API method with Criteria of Modified_Time and Created_Time fields? I need to get those records which are Craeted or Modified AFTER the passed date/time value. Please help. Thanks. Regards, Touqeer
FORMULA FIELD IF
Dears, how are you? I have problems with this formula, could you help me? It returns "our string is either missing its quote marks, or it needs a comma separating it from another value." If(${Buques.Terminal}=='EXOLGAN',Subdate(${Buques.Fecha de llegada},7,'DAY'),Subdate(${Buques.Fecha de llegada},5,'DAY')) Were ${Buques.Terminal} = pick list value ${Buques.Fecha de llegada = date value regards,
How to I authenticate my spectrum domain with ZOHO?
Hello, Ive been trying to figure out how to authenticate my domain for the past 12 hrs and I only get errors, my webhosting breaks or my emails stop working. Can someone please help me?
Multible Accounts for Contacts?
I have contacts owning or working for multible Companies or Startups. Is it possible to Link a Contact to multible Accounts?
Getting zoho approved for use in financial services
Hello- I work in the financial services industry and I noticed that zoho is not an approved crm with my broker dealer Securities America. Upon further research they tell me its just because zoho did not reply to the questionnaire about the platform security
Any plans for VOIP integration
Hi, Any plans for VOIP integration, and I do not mean skype on Vonage I mean a sip client that could be made part of say an Asterisk, Cisco, Avaya, etc phone system. What I am looking for is click to dial from say contacts or (if the CRM app gets added to ZoHo Business) or CRM. An app tied to just Skype or Vonage would be useless but having those as setup options might be useful. Thanks
New Template Editor: Your templates, Your way!
Templates are a good way to avoid the tedium of drafting emails. That's why we're here with a new template editor to make the task easier and quicker. Drag, drop, and design templates. Design your template, your way! With the new editor, drag and drop text, images, tables, buttons, and get your templates designed. Choose layouts for text, and add colors to the background of your template. The flexibility in the editor lets you position and reposition elements where you want them to be. Don't want
How can we duplicate email templates between modules
We have many templates we wish to have on both modules- leads and costumers - How can we do it?? If I clone the template it does not allow me to change the module. So how it can be done? Moderation Update: Cloning of email templates across the modules
How to change the TITLE to a select field...
How can I change the default title field from FREE ENTRY to a SELECT field? Since its a system field, it doesn't let me me change or delete it. I want to put in 100 pre-defined titles and have my users select one. As it is now, data entry by a user only creates opportunities for mistakes and typos. Thanks!
Deleted Leads, Accounts & Contacts
What we would like to do is keep the information on a deleted record. I'm thinking of creating a module called "deleted" where with a macro or workflow task we can move the out of the leads into the new module and keep the information. Can that be done? Can we map some of the fields to the deleted module?
Bulk Upload - Many questions.
Hi ZOHO Team, Unfortunately your online documentation on Bulk Upload is not clear and comprehensive enough, so some questions related to that - My use-case is simply this - I have a Custom Module called "Vehicles", which simply holds Vehicle information like Registration_No, State etc. All I want to do, is to be able to PROGRAMMATICALLY upload multiple vehicles into my module using the Bulk Upload API. Question 1 - If I upload the CSV file as per steps given in - https://www.zoho.com/crm/help/developer/api/bulk-write/upload-file.html ,
How do I filter Zoho contacts so that only a subset of them get sync'd with my Outlook contact folder?
Here is what I need to figure out. Say I have 10,000 contact records in Zoho CRM and I only want 500 of them to sync with my "contacts" folder in Outlook. How can I sort or filter based on a field entry within Zoho CRM to select the contacts I want to sync with outlook? I only want the selected 500 contacts to sync. I do this today with ActPro and I need to figure out how to do something similar within Zoho CRM in order to make the switch to Zoho. Outlook uses "categories" but there doesn't seem
Tooltips for Custom Fields
Anybody else out there like to see the ability to add tooltips to custom fields? We are using zCRM a lot more and trying to customize it to fit our needs. This means it gets tweaked every couple of weeks with custom fields and workflows. If I had the ability to add tooltips then it would mean a lot less explaining to users!
Plan and manage your events better by integrating CRM and Zoho Backstage
Organizing an event or a conference involves juggling between multiple tasks under significant time pressure. Making sure that every detail about the event is in place and organized can be arduous, especially if it's a big event and you are trying to do things manually. At this point, an event management application or planner can be a huge help. These tools come with a plethora of features that help you save time and effort, and at the same time, keep you organized. One such tool is, Zoho Backstage—an
how to import Contacts from MAC "Contacts" into a .CSV file and not have to reformat everything
How do I do it?
Appending Variables to URLs in Templates
I use SalesIQ and CRM. When setting up email templates within CRM I'm forever copying & pasting variables to append to URL links. so I can track the user when they come back to my website. It would be great if we had to option to "Append Details" automatically by checking a box. A lot of people would not be familiar with code or what variables to append, this would make it a lot easier. See graphic attached.
Bug in adding the suggested dashboards from Dashboards section
Hi, There is a bug in the add components section of dashboards and doesn't give any error, instead it keeps loading the screen for ever. please look into this
Email Sequences
Does Zoho CRM have email sequences feature or some another way how to check whether email I sent to prospect was replied to? And if not, could it automatically send a follow up reminder email? There are separate tools that do that, but it would be great to be able to do it within Zoho CRM. Does anybody have a workaround for this?
Why can't I delete contact name field or change it?>
It seems all the other fields pop up the editing pencil icon except the name field
Driving view and actions for accounts with associated contacts
From my perspective Accounts drive everything. Contact are "ride along". So the key action item (send an email, do a follow up , create a tag etc) is always Account first and then select the Contacts associated with the Account to take an action, individually or in a selected group of the selected Contacts, So to my surprise the ability to filter and create a view based on Accounts and then further refine it by contact is not available. The Mass Email feature seems to have this but you cant preview
Equivalent of "Send to Salesforce" email add-on (for Gmail)?
Newbie question here! I know I can send emails through the CRM, but is there an equivalent to the "Send to Salesforce" add-on (for Gmail users)? Thank you!
Trying to synch my Zoho email with Zoho CRM
Hi, We're using your free version currently. Trying to synch our Zoho email accounts with the Zoho CRM. Can't seem to make it work. I went into Setup>Email in the CRM and added my email address. But when I test it by sending emails to and from a test lead, no emails appear in the lead record. Can you help?
How to tell when a Deal has been Invoiced
Hi, hopefully not missing something very obvious here - I'd like to be able to automatically see on the DEAL page when that deal has been invoiced or not (from the INVOICE module). Is this possible?
LINK MODULES
Good morning Team I created a form that tracks visits to my clients. I would like to insert a field in the form that calls for another form. How can I do?
Lead/Contact Capture/Tracking from Events (and ROI by tying to deals)
Looking for instructions or a recommended best practice - We are attempting to track the ROI of our various marketing activities within Zoho, but struggling to do so. Background: The customers who buy our products often engage with us multiple times. Examples include: Visit our Website Meet with a salesman Attend a trade show/conference Attend a roadshow/demo event On the lead/contact form, we can trace back to their original contact method/event (source), but we are struggling to figure out
Deduplicate Leads against Accounts?
I know how to deduplicate leads and accounts separately, but is there a way to deduplicate them against each other? Over the years, we have lots of leads that were not converted to accounts, but were instead added as new accounts. So now, I'm trying to clean up our database and am stumped on how to do this, so we don't have people calling on leads that are already accounts. Thanks!
Wrong Calculation in Quote
Hi, we are having a major problem trying to set a Quote Template. The Subtotals (Items and Taxes) are incorrect: - Subtotal Items is exactly the same as Grand Total. - Subtotal Taxes always inform $0,00 (The Item is taxeable and the tax value is 10,5%) Pseudo Quote Example: Item Qty U.Price Total Product1 2 15,900 31,800 Product2 1 9,800 9,800
Unable To Sign In To MS Word
Hi, I have been experiencing problems with signing in to MS Word. I enter my email address and password, it takes a few seconds and then nothing happens apart from a new Active Authtokens starts up. Normally I would have the ability to select a template and then contact on the left. Tried this on a second computer with the same result. Would appreciate getting this sorted with some urgency as I have a large number of quotations building up to complete. Thanks for your help. Chris
Discounted Unit Price (Quote Template)
I run a wholesale business where my products all have a Recommended Retail Price, and then depending on who I am addressing the quote to, i.e. dealers or end user customers, different discounts are applied from this RRP to give them their Discounted Purchase Price. However, when dealing with multiple quantities of the same item, currently I can only find a way to show the 'LIST PRICE', which is my RRP, and the 'TOTAL DISCOUNTED PRICE' which is for the quantity of items being quoted. I would like
Save Invoice-Template in Invoice itself
Hi, I have the following problem: we have three different types of invoices. Each type gets rendered differently, so we have THREE invoice templates. Now, when we save an invoice, I'd like to be able to save in the invoice as well, WHICH template it should use when it gets printed... How should I solve this problem? Cheers
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