Duplicating Product details box in Quotes Module
Hi, I am trying to find a way to duplicate "product details" box in the Quotes module. Reason for that is because I want to make a multiday tour quote which is compound of different days, and I need to highlight this. But I see that that box is not customisable. Any Idea? Thanks!
Need help in Read API
Hi, The record API returns all the contacts when accessed by an agent instead of returning only the contacts that he/she is owner of. How can I overcome this?
Email All Contact Roles/Contacts Related to a Potential?
I've established the contact role relationship within the Potential, but how do I now email all of those contacts that relate to that potential? We will have probably more than 50 per potential so going through the mail function to select one by one is not an option. PLEASE HELP!!!!
Google Maps & Custom Fields
Hi Zoho, Currently, the integration with Google Maps does not work if you have created "custom fields" within this address section. I would expect the majority of customers would want these fields customized, especially if they are not residing in USA, and they do not use "state" or "zip code", ect. The Google Map option should be included in the "Map Dependency" section, so that if we create any custom fields, we could easily map these fields to the appropriate field which Google Maps will be recognizing.
Small enhancements that make a big difference!
Zoho CRM just got more convenient with these small but significant updates. Details of these enhancements are as follows: Phone number validation across Zoho CRM Phone number validation has been introduced across all modules in Zoho CRM. Previously, phone numbers were accepted even if they were entered in incorrect formats or if they included unnecessary characters. Now any phone number entered will be validated and accepted only in the correct formats. This ensures that your database does not accumulate
Deleting Gmail accounts but preserving emails in Zoho CRM
Hi, I am doing some admin work and want to delete Gmail accounts of ex-staff, but keep their emails on Zoho CRM. All the ex-staff have Zoho (email) accounts that use the IMAP protocol. Because I read that it is not possible to archive old emails using IMAP, I tried logging on as the ex-staff and changing their accounts to POP; however, for security/anti-spamming reasons, Zoho requires the registration of unique phone numbers. (I don't want to go to the phone shop and buy 6 pay-as-you-go phones!)
Zoho CRM how to import accounts and associate/map their contacts!?
Help!? I am attempting to import accounts from another ZohoCRM and have come to a confusing standstill I cannot associate/map the Contacts to their respective Accounts? Any tips please!
Help with Zoho, Zapier, Twilio and Facebook integration
Hi, I have sourced a developer to do some work for me to integrate Facebook leads in Zoho and have them sent a text message and email. He has requested access to Zoho, Zapier, Twilio and Facebook accounts. Is there a way around handing out all login information for each account? I trust the developer, but it would mean changing account login details at the end, which I'm trying to avoid. Any help and advice appreciated. Thanks.
Freeswitch and Zoho CRM integration
Hi there, Freeswitch is a huge open source call centre technology, but I can't see an easy way to integrate it with Zoho CRM. Has anyone done this or is Zoho planning on building an integration? We use this system internally. https://freeswitch.com
Project Templates Should Have More Capabilities
From within a project template I wold love to be able to: - specify one or more task templates to be included - set default task assignments/owners - choose default portal users individually or by role And the thing that would really bring all this together would be the ability to specify the project template when automatically creating a project from a closed won deal in CRM.
Moving Records From One Module (Contacts) to Another (Potentials)
I want to move records from the Contact Module to the Potentials Module. I believe, based on what I've read in Forums, that the only way to do this is to create a report in Contacts, export it, and then import those records into Potentials. 1. If there is a better way? I'd love to do via an update of some kind. 2. I'm concerned about what will happen after an import of those records into Potentials. I obviously don't want to delete anything in Contacts until I'm sure that everything imported
new leads not coming through ZOHO CRM
Hi I have recently integrated the ZOHO CRM with one of my FB ads; Have also installed the mobile app and linked my ZOHO account into it. But somehow I am not receiving any new leads notifications which would otherwise allow me to contact my fresh leads almost instantly! Please help!!!
Google+ support in Zoho CRM will be discontinued
Hello everyone, Following the announcement from Google Developers that they will be sunsetting Google+, we plan to discontinue the Zoho CRM integration with Google+ for new users by January 28th. For the existing users, Google+ will no longer be available after February 28th. These are the areas in CRM that will be impacted by the Google+ shutdown: When associating social media accounts, you will no longer be able to add your company's Google+ account. Automatic Lead Generation from Google+ will end.
Are customer portals enabled in the trial enterprise version?
Hi am evaluating your CRM software and wanted to know if customer portals are enabled in the enterprise trial version - I can not find the setting under 'channels' thanks
Custom Function Output as Merge Field in Email?
Hi! I've created a Custom Function that outputs a day of the week, like so: dat2 = addDay(today,2); Weekday = getDayOfWeek(dat2); WeekdayReal = if(Weekday == 1,'Monday',if(Weekday == 2,'Monday',if(Weekday == 3,'Tuesday',if(Weekday == 4,'Wednesday',if(Weekday == 5,'Thursday',if(Weekday == 6,'Friday',if(Weekday == 7,'Monday','No day'))))))); return WeekdayReal; As you can see, it returns a day of the week, and I want to have this day displayed in an email in the form of some search of merge field.
Merging Event information into Letter Templates
Hi There I set up events in the CRM when a customer books with us - I send and email to confirm the booking - the contact details merge in as I've got that from the available Fields - however, I have to type in the date and time and description of the event - Can I merge Event information into a letter template? And can the date of the event trigger automated emails?
Line2 Integration
Adding an integration with Line2 would be awesome so I could take calls directly in my CRM with Zoho. Line2 is an awesome product and I highly recommend it
Group Email issue
Dear , We have group email of tuvan@starmart.vn , we set it as public, but external email to it , is not delivered to any member or moderator of the group at all. Please help me to check any wrong config on my side . And is there anyway to do round robin for external emails to member , as new lead
Associate Contacts within Vendors
Hi there, In the other modules I am able to add new or associate a contact within - however in Vendor, this is not the case, I am only allowed to create new. How can I, if it is possible, establish a link that displays the contacts I have in my system to the Vendor? I have a custo field setup that is a lookup, so I am able to have 1 link at this point, however I would like to associate multiple in the contacts area. Thanks!!
Zoho Sandbox Blueprints
How many Blueprints can I have in my Zoho Sandbox? I am on the Enterprise edition.
Difference between mobile and desktop version for Zoho CRM
Dear contact, I have a question regarding mobile and desktop version of Zoho CRM. It seems that they are different. I mean that, for instance, on the desktop version, I can see tickets related to an account, projects liked to this account but, on the mobile version, these items aren't visible. Is this normal? Is there any way to have the same information on both platform, knowing that I have to use the mobile app offline. Moreover, I can see the Tasks block related to an account on both application,
Link in emails to opt-out leads and contact without form ?
Hi Zoho community, In an effort to implement GDPR best practices we are trying to put links in our CRM e-mails that would opt-out leads and contacts without them having to fill the unsubscribe form with their e-mail adress. They need to go straight to a "you are unsubscribed" page when clicking the link. Does anyone knows a way to do this with Zoho ? Thanks in advance, Clément
Counting values from another module
Hello, i have 3 modules Organization Options Opportunity theres 1 organization on 1 Options and there are 5 Options on 1 opportunity i wanna know the number of oppotunities per university is this possible?
Remove "...@mailer1.zohocrm.com..." when sending mass email
Hi, Up until recently when i sent a mass email from zoho crm only my name appeared in the from field. However now, without changing anything, before my name a long string appears: "...@mailer1.zohocrm.com...". How can I revert this? Thx.
Idea: Ability Add related "Account Name" to a Contact business card (for phone bridge)
I use zoho phone bridge and having the screen pops when a contact calls is great. I can customize the screen pop via the contact business card HOWEVER I'm unable to select the related Account Name which means I basically don't know what account is calling. I have to click on the screen pop and then click on the account to see relevant information. See attached image.
Convert Custom Module to Deals Module automatically or through Button
Hi, We have a custom module called "Days" where we receive inquiries from potential clients through our website. We need these inquiries to automatically be added into the Deals Module (we are not using the leads module), or we need to be able to create a button that we can use in our Custom Module (days) that will convert all of the information into the Deals Module. I have tried a few times but it doesn't seem to be working. I would appreciate any step-by-step help as I am not experienced in
Notifications in App & Web for Events & Tasks
Hello, I don't receive any notifications in the App or Web for Events & Tasks? Does this need to be setup - the call notifications work, I receive a popup in the web browser and notification in the App that remains until I either remove or action the call in the App. I also noticed that events don't show up in the open activities list on the homepage dashboard or next to the lead with a little green or red flag like tasks. Thanks,
How can I remove CRM specifically?
I tried Zoho CRM but decided I don't want to use it. How do I remove it/deactivate it without closing my entire account? Just CRM and other apps I've tried that I no longer want to use?
Populating Zoho CRM Modules using C# SDK
All, We have a SQL database with data that we need to upload to Zoho. I have been experimenting with the C# SDK but the authentication step is not clear to me in this scenario. While I can manually use the Self-Client option to generate a grant token, it is not feasible to do that from a stand-alone app that run as a scheduled task at night. Since the App has no callback URL, it cannot receive grant tokens from Zoho. What are my options? Also, is there a way to use the SDK to connect
I can't change my role...
Hey all, So I'm trying to get my role switched but it won't let me even though I am an administrator and we have a paid version of Zoho. I was the super-admin but was told I couldn't change roles until I gave super-admin over to someone else. So I did that, but when I go to edit my role, it says" Read Only Field." What to do? Thanks, Cassidy
Zoho Reports Duplication Issue
When creating a report based on Deals and the tasks associated with them, the report will indicate ALL of the tasks including completed tasks. This is frustrating as all I want to see are the Deals that have open Tasks attached. Report Example If anyone knows how to amend this, it would be greatly appreciated.
Quick edit parent field that has an associated child field
I have a Lead Status parent field with an associated Status Detail child field. Our sales people often edit these field with with the quick edit, meaning they aren't selecting the edit in the upper right hand and rather just selecting the edit icon next to the field. When I have the child field associated they can no longer edit the parent field with the quick edit. Instead they have to go all the way into the full edit. Is there a reason for this? Is there a way to change it?
Revenue Module's not working on homepage
Hello all, I am trying to use the Revenue Target this Year and Revenue this Month modules on our CRM homepage. We have had sales but these modules aren't moving at all. I can't seem to find settings for these either.. (See screenshot) Can someone help me out? My sales team needs to see the sales in total and I think the module on the homepage would be a great tool.
Stage-Probability Mapping - Forecast category
Hi There, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to edit the related Forecast Category dropdown options. In my Zoho CRM, I can only see Pipeline, Closed and Omitted, I want to add delete these and add personal options, is this already a possibility? Kind regards
in CAMPAIGNS, add geolocalisation of PROSPECTS and CONTACTS
Hello, for those who are stil doing CAMPAIGNS IRL with face to face meetings and so on, it would be helpful (in the process of organizing the tour to visit the leads and contacts from a campaign) to have the possibility to locate the leads/prospects and contacts geolocalized on a map. This function is to compare with the mobile function 'Near me' but before the campaign did start, during the preparation process. Regards Christian
Unreliable / Inconsistent Search Results
I have created a custom module with custom fields that we use to enter customer testimonials. The intent is to be able to search in CRM to find all of the records that contain that phrase in this custom field for testimonials. Testing the search with various words/phrases that I know are in the testimonial fields I have populated, the search results don't always find those records. Can anyone help me understand the capabilities/limits of the search functionality in CRM? Why does it not find my
After A Deal Closes Associating A product With An Acoount
How do you automatically associate a product with an account after a deal is closed won?
PRODUCTS MODULE
Hello. We have built a Zoho system, and now, when trying to implement some features, are running into most basic mind-boggling problems. Our main module is products- we run a school, and products are our courses students take. Everything revolves around the courses- students and teachers are on related lists, but courses are the core. I have discovered that there are many features that do not work with products-. mailmerge, webmerge, creating standard workflow rules etc etc. Can someone explain
Convert Action not available in workflow rules
I am trying to create a workflow rule that will convert my Contact into a Deal whenever a Contact is created. I was trying to use the workflow rules, but the "Conversion" option is not available on the drop down as specified in your documentation!?
Specify form location URL: "click Add to specify upto five location URLs"?
Hi there, In https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html#Specify_Form_Details you specify that we can add upto five location URLs with a ADD button, wich I can't see. I have a multilingual site with 4 languages with 4 diferent domains, all of theme in the same wordpress theme with the same Zoho CRM webform. I want to limit the location URL to avoid spam upto this 4 urls: htts://gesvalt.es htts://gesvalt.com htts://gesvalt.com.co htts://gesvalt.pt How can I do this without duplicate
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