How do you create a report folder in Zoho CRM?
This article is outdated and the instructions are no longer correct - https://www.zoho.com/recruit/helpnew/data-administration/reports-and-dashboards/create-report-folders.html I do not see a Create Report Folder button
Which API?
Hello Community, There seem to be a few different versions of the API and I just wanted to make sure I was using the right one. I have a bunch of backend applications that integrate with other applications and my sales team would like me to mash up some data and push it into Zoho CRM for them to use. What is the best practice? Thanks, JB
Moving files within Zoho Docs tab
1. To begin, is there an update coming for the Zoho Documents tab? 2. Does anyone know how to move a file from one folder to another? I haven't used Zoho Documents much because its not a great solution for a repository of information but thought i would give it a try.... i saved a file in a folder i created and now i'm trying to move that file to another folder i created but there doesn't seem to be an ability to do that. Anyone else have a similar problem or know what i'm not doing correctly?
Bi-Lingual (English & French) Consultant Needed
Would anyone know of a consultant, fluent in English and French, to get my organization ramped up with Zoho to where we need to be?
Better Social Management in CRM
Every time I speak of better social profile management for my clients I am referred to the social module or the feed (that doesn't work if the profile email is different from the facebook profile) and that's it. The one thing holding me back to going Zoho full time with my accounts is the severe lack of 360-degree view of my accounts social profiles. We do digital marketing and social/reputation management. Its vital to find and view all social profiles for a lead and to easily access the same profiles
Predictive Lead Scoring?
This was mentioned in a blog post 3 years ago https://www.zoho.com/salesiq/blog/3-reasons-you-should-start-using-predictive-lead-scoring-2.html & SalesForce is now making use of their AI Assistant (Einstein) to roll out predictive lead scoring https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_sales_einstein_lead_insights.htm Why is Zoho still stuck on a manual process of setting Lead scoring criteria rather than using Zia?
CRM Search for Lead by Phone numbers URL
Hello, I want to integrate my PBX to CRM. I use a chrome extension that works well to open a URL LINK in a new tab in chrome when a call is picked up by an agent. All i have is a phone number to lookup. If the lead is in the CRM DB, then it displays the lead. If the lead is not, it creates it and assigns it to that user. I simply have not found how to open a lead from URL or POPUP. Is there a way to do this? i may be over simplifying it. I am a bit new to ZOHO and the developer doubts it can be
Formula not calculated after importing records
Hello, I've created a custom module named "exact", for our finance dept to put in the running subscriptions for our products. There is a formula field (YRR) that subtracts the value of two other currency fields (List price and discount). When I enter or edit a record, the correct value is shown in the YRR field. I have imported approximately 200 records into this module, including a List price and Discount, but the formula in the YRR field is not calculated and stays empty. When you click and edit
Problem with IMAP configuration in Sales INBOX
Hi, I started working with sales inbox recently and i set up the synchronisation via imap with my mail account. after some trouble here and there it worked fine. some four weeks ago it stopped working. several attemps with support did not lead to a solution. switching to my gmail.mailadress for test reasons first were fruitless as well but it is working now. are there any ideas out there why it is not working anymore with my mail provider? as mentioned it already worked... stopped from one day to
Outlook on Exchange Server will not connect to Zoho CRM
We have tried every configuration we can think of. My IT person is at her wits end. All of our devices, iphones, laptops, etc., connect with no problem to outlook, but we can get nowhere with Zoho CRM. If I can get some help it would be a blessing. I am weeks behind on implementation and I need to get going. I will put my IT person, Lisa on this question to help craft a solution. Thank you so much from desperate. (John)
Back Up CRM
Hi Yesterday and Today Back Ups were requested today by me yesterday by Yogesh.M one of your regional Sales Directors at Zoholics UK. These have not been received by email. They are not in Junk Mail. I need to sort something out this weekend on the data and re-import it before we start work on Monday Thanks Neal
Automated Follow up: No updates on Potential/Case/Activity
A big part of using Zoho CRM for our business is not letting customers fall through the cracks. How do I remind myself to follow up with a Potential/Case/Acitivity if there hasn't been activity after certain amount of time? For instance, let's say I have create an important Potential with one of my contacts. I have it automatically create a Task and have to remind me. I get the reminder, start working on the task, but we have a power outage and I have to go home for the day. A week goes by, and
Monthly Zoho charges but I am not sure what they are for
I am being charged $21 per month but I have no idea what for and don't ever recall authorizing these charges. Can you tell me: a) what they are for? b) when I supposedly authorized them? (guessing it was some opt out that I missed)? c) how to cancel going forward Thank you! Slade Foster
NOOB needs help! Setting up the modules for my business
I have never used a crm before. I can see the potential, but having a lot of trouble getting out of the starting blocks. I run a vintage show, with several events every year. Vendors purchase space from me so they can set up at the event. During the event, we charge admission for people to come into the show and shop the vendors. So I send email campaigns to both vendors and shoppers. I want to use the CRM primarily to track my vendor recruitment & sales process, but also for email campaigns. This
How to change the format for phone numbers?
Mobile phone numbers are currently formatted (000) 000-0000. How can I change this to a more appropriate forms for France being either 00 00 00 00 00 or (+33)0 00 00 00 00 ?
Account and Contact phone numbers
Just a question.... when phone number are entered in to zoho crm it saves them as you put them in. With salesforce when you entered the number in as 1231231234 and tabbed to the next box it would auto change it to (123) 123-1234 Is there any way to make this happen in Zoho?
Phone numbers displaying Australian standard
Phone numbers in Australia are as follows (02) 57623214 or (02) 5741 1245 Currently it displays USA zones which is confusing for our staff. Can this be fixed?
Phone Number Formatting
I really enjoyed a simple feature in another online CRM product which shall go nameless, though it rhymes with Sweatseat. Whenever I had to enter a phone number for a new contact, account, etc. the form automatically formatted the phone number in either a xxx-xxx-xxxx or (xxx) xxx-xxxx format. That kept my phone number entries looking consistent and saved effort on input. Is there any plan to add such a capability to Zoho CRM and/or a tricky hack that would allow me to tell Zoho to do that with the
format phone
Hello, It would be helpfull to have a formaing of the phone number including like country code, zone and number Thanks, Nils
Contact Phone Format Broken in List View
If you explicitly set the phone format in contact to (123) 123-4567 it shows up in contact list AND details as (123) 123-4567. However, if you click the AJAX-handled "Edit" link next to phone field, it resets number to 1231234567. Upon save, phone number is displayed in contact as (123) 123-4567 but in list view as 1231234567 which is very hard to read when quickly looking for a phone number.
US phone format removal
how can we remove the US format, we dont need that in europe Sergio Onorato
Email Templates not sharing
Who can see my email templates if they are not shared?
How to change list order in quote
I want to change the line item list order in a Quote. I don't see any way to do this other than deleting line items and inserting them again in another order. Thank you.
Extra fields added to deals not appearing
Hi there, I'm trying to add some source information for deals. The first attachment is a screenshot of a category of fields I have created for source information in the layouts and fields editor. The problem is, none of these fields actually appear in the deals tab. Instead, only the first, lead source, appears, and beside it is a lock icon. The second attachment is a screenshot of this problem. I have no idea why this is happening or how to circumvent the lock. If anyone could help me I would
Task List in Zoho CRM
We use Zoho CRM and have a module called Deals. What I looking to do is create for each Deal within that module, a standard check list. Each time a new deal is created, a blank check list is created The check list will be a list of tasks which has to be performed and when each task is completed the person who completes that task can check a box or something similar which will then record who completed that task and when that task was completed. What is the easiest way of facilitating this? Thanks
Editing Activity Types
Is there a way to change an activity from task to a call? Or a call to an event? Or an Event to a task? We have transferred our information from a different CRM into Zoho and are trying to sort through the old data. I have tasks labeled as "Call Back" and would like to change it from a task to a call. Does Zoho support this basic functionality?
How do you know when a lead is waiting for approval
Hi Is there anyway of being notified that a lead is waiting to be approved? I am not using Zohos web to lead, I am using an external form and the API. Steve
Zoho CRM Backup Email Missing Links
Hi, I recently backed up everything on CRM (about 10gb) and received an email with two links to zip files: 1. Data 2. Attachments_001 In the past there used to be lots of Attachments_00x files, but now only one. The Data file downloaded fine, so did the Attachments file, but it was only a partial backup (1gb worth). I then discovered if I downloaded from the same URL, but changing the query string to say Attachments_002 instead of Attachments_001 this contained more data. I did the same with Attachments_003,
Export from List view
I'm constantly having the issue where my users are building lists in ListView for various objects and then realising they cant export the data, then they have to go and build the data set in reports to export. I would like to see the ability to export to excel/csv from ListView.
I want to print in bulk with a template of an invoice created with ZohoCRM
Hi support team Please help us. I would like to bulk print invoices created on Zoho CRM. ZohoCRM does not have the function to bulk print invoices and quotes. Is it possible to implement this function using an application on Zoho? Also, are there any plans for this feature to be implemented in the future? please tell me. We are waiting to have you help.
Automatically sending leads to a Zoho campaigns email list according to a field
Hi there, I'm hoping to create a workflow function that automatically assigns a newly created or imported lead to a certain email list in Zoho campaigns based on a field (specifically, if the lead's source is event, I want them to go an event mailing list in campaigns). If anyone could help me with the code required for this function that would be great. Thank you
How to track lead activity?
Hello, Is there any way to keep track of a lead, like who has updated the lead, what fields user has updated, what was the previous lead status. Basically we want to see detailed lead logs. Thanks and Regards, Dinesh Kumar
integration ZOHO - MAILCHIMP
Hi! I am writing because I am trying to integrate my Zoho account with mail chimp. The problem is that everytime I try to do it in mail chimp I get the error "4102":"You don't have account in Zoho CRM" Can you help me please? best regards
Filters
Hi We have Account Owners and Account Co-Owners (also same for Lead and Contacts) As a manager, I want to quickly look at a particular salepersons accounts that is a Owner OR Co-Owner It seems the filters in each of the modules is set to AND so when I select John Smith as Account Owner and John Smith as Account Co-Owner is returns no records even though he owns accounts and also Co-Owns some accounts. There is no way of getting past this is there. I think an option of And/Or should be available
Search function not returning results that are present in the database
Hi, When using the Search function to query our database we are not returning any results for specific database entries that we know are within the database. An example would be account number 'ABC1234', this is visible in the database under the 'Customers' heading, however when we search for 'ABC1234' no search results are returned. Any help or suggestions anyone has for this would be greatly appreciated. Kind regards Jack
Transferring task lists from the Projects module into the CRM module
Hi there, I have a task list in the Projects module that I want to attach to all of my campaigns in the CRM module. You can create tasks in CRM campaigns but it does not seem like you can create or import task lists. If there is a way to do this please let me know. Thanks, Will KK
CRM Macro: Can you allow to assign a task for the same day using macros?
We put tasks for some leads with the same day as due date because we need our agents to contact them right away. Trying to use a macro allow us to assign task with 1 day and more which means tomorrow and after. Can you allow tasks using macros to have 0 days after the macro has been run? so the tasks get the same day as due date?
Advice on filling in same telephone number - contacts and company
Hello all, I need some advice on filling in the telephone number with contacts and company. For example a company has one central telephonenumber -let's say 123 456 789- where the total company and it's contacts are reachable. Would you also add the telephonenumber 123 456 789 as the number of the contacts or would you leave that empty? Actually - the same question goed for emailadresses. Company mail adres - info@company.com. For example two employees who also use info@company.com as their mailadres.
Cannot Send Email
When I try to send a email from a template I get this? Some of the URLs in the mail body may be inappropriate or blacklisted How do I fix it?
How to mail merge pdf attach to workflow
Who could help me to find solution. I have to create mail merge document in PDF, attach it to email and send this document. Are there any ways of doing it? Have tried everything from Zapier to CloudConvert. I could manually crate PDF and download it but can't attach it to email template and assign to workflow. Will be glad if someone could help. Thanks!
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