New user invites not recieved
Hello, I am unable to add new users as the invites are not being received by the new user. We checked the spam of the new user email. We also tried a different email but the invites do not go out and so not able to add any new users. Can you please help?
Brief overview of our recent enhancements
Hello everyone, In today's post, we will take you through the recent enhancements in Zoho CRM. Let us take a look at each of these in detail. Enhancements in the Zoho Projects Integration Mapping Projects and CRM fields - While configuring the integration, you will be able to map both standard and custom fields from Zoho Projects with the corresponding CRM fields in the Accounts and Deals modules. This will ensure that the fields are auto-populated every time a new project is created in Zoho CRM.
Zoho page 'unable to make a call to xxxx（‘dialed number’）'
I am useing Asterisk and zoho crm. now I configed the authtoken key ,and the Asterisk server details . And I click the phonenumber my extensitons rings, when I pick up,it can call out to the dialed number, but the zoho web page show unable to make a call to xxxx（‘dialed number’）. When I change the trunk name to the dialed number. it's runing will,no errors. So who can help me to reslove this problem? Thanks a lot.
How to enable convert option for non administrator user
Hi, I'm facing a challenge while giving permission for convert option for non administrative profiles. I have some custom modules, in that some custom convert functions are there.(Operation: if any one click the convert button, that perticular record will move to another custom module). And I have four active user's including a administrator. Here the problem is other then administrator user coudn't perform this convert action. So that I have tried to give permission in module permissions.
two accounts on mobile
I have two free accounts. I would like to use them both on my mobile android phone. It will not let me do this. Can you give me specific directions on how to do this? Thanks Bill Swartz
Is it possible to add CSS?
Hi, Zoho CRM is fantastic and very customizable, but is there a way to edit the modules view with css? Because now it's almost all black and white and we need to highlight many part. Thank you Camilla
Automatic date review for added Attachments
Hi There, Is there a way to create an automatic action that will create a 6 months review for any attachment added? For example - I add a attachment to an account, and in 6 months I get an email to review the attachment. I was looking at work flow rules and actions - but work flow rule doesn't have the attachment field. Hope you can help. Thanks
All Tab Groups missing for one user
Hello I have one user that cannot see the any of his Tab Groups and the tab bar is blank. When I give him admin rights he can see it but not standard right. all the other users are able to see it. What am I missing
2 emails automatically on created email
When creadting an email within a Lead or Deal by clicking "Send E-mail" -the main email address on the account automatically appears in the "TO" ; however, come Leads and Deals have more than one email. It would be nice to have both addresses automatically added to the email.
Update lookup field
Hi I have this function that needs to update the account based on what happens in a custommodule account = zoho.crm._getRecordById("Accounts",account_id); trial = zoho.crm._getRecordById("CustomModule2",trial_id); trialLookup = trial.get("Name"); StartNote = trial.get("Start trial note"); MidNote = trial.get("Mid trial note"); EndNote = trial.get("End trial note"); account.put("Start trial note",StartNote); account.put("Mid trial note",MidNote); account.put("End trial note",EndNote); account.put("Trial",trialLookup);
BEFORE YOU SUBSCRIBE TO ZOHO CRM: BEWARE OF ZOHO CORP'S UNETHICAL UPGRADE PRACTICES
I am the Principal Advisor for a Business Consulting firm that specializes in helping start-up and small businesses achieve better returns through business process automation. During these past 7 years, my associates and I have always recommended Zoho CRM to HUNDREDS of business and have worked on customizing at least 15 Zoho CRM packages for our clients. We also have been using Zoho CRM ourselves since 2007, so we are expertly proficient with Zoho CRM and are VERY familiar with the life cycle
Help writing a custom function to call an API
Hello I am trying to write a custom function but not having much luck in getting it to work. Here is the API call I am making...... https://api.postcodes.io/postcodes/GL11JB Here is the code I have written in Zoho CRM..... resp = getUrl("https://api.postcodes.io/postcodes/GL11JB").get("result"); for each rec in resp { mp = Map(); mp.put("latitude",rec.get("latitude")); update = zoho.crm.update("Resale",contid,mp); } The response from the API call looks like this..... {"status":200,"result":{"postcode":"GL1
Setting objectives.....Squarefoot instead of a currency/$??
is it something possible to fix my objectives in something other than money?
Associate Contact Email to Potential Record in CRM
A potential record in CRM already shows the associated contact records including the contact name and contact email. The potential record module contains a merge field for the contact name, but there is no contact email. We added a new custom field "Contact Email" to the Potentials module. Question, how we can automatically map this new field to the contact record's email? If we use a workflow automation is only lets us perform one action in a module at a time, not across two modules.
How do I add a new lead source?
Sorry, I am having trouble identifying how to add new lead sources. My company needs the ability to track specifically which of our marketers and ad campaigns give us the most and most profitable leads.
Multiple unique fields
If I have more than one unique field on a module (be it Leads or even a custom module), would each field be unique individually, or would all fields be unique together? i.e. if I had Email and Phone as unique, would the system typically allow for multiple users with the same email as long as they have different phone numbers and vice versa, or would it fail even if the second attempt of creating the same email but with a different phone number fail?
How to create lead with no company field?
I'm a real estate agent and my customers do not have a "company" field. Can I disable this field or edit it to be useful. I'm not sure what to use as a company field when importing my leads as well.
User Error
Hello, I just added a user but used a domain that does not exist on acccident. How can I change the email? Thank you for your help.
is there a way to automate lead scoring?
Is there a way to automate lead scoring? I used salesforce currently and looking to migrate, however, the key functionality that's necessary for our team is a lead scoring chart integrated into the CRM so that when I go on the leads page I can just sort by score. (the higher the score the hotter the lead) Currently you can do that only by setting manual scores, however, with salesforce I can currently set values for automated scoring. Such as, if a lead is a particular vertical they get x amount
Edit Contact Roles
When i add a contact to a potential. I cant workout how i can edit the contacts contact role in the pick list?
Tracking venue availability via a calendar.
I need to have one centralized calendar where all of our account reps can check the availability of a venue. We have 2 venues and they could be in use anytime of the day. If I had to I could have a calendar for one venue and a different calendar for the other venue. Would I do this with a Google Calendar? Any Ideas ? Thanks Charlie
Workflow Question
Hi, I created a workflow so that our salespeople receive an email notifying them that a stage has been changed for a "Deal" to the next step which is the "Site Visit" stage. It's working fine but is there a way that the auto-email can include a link to the actual Deal whose stage has changed. Right now it's just sending them an email stating "this client is ready for a site visit" but there's no way to identify the client. Thanks.
Multi Currency | USD Problem
Hi, My problem arises from entering AR$ as the main currency. When I want to put USD as a secondary currency, but I can not set values lower than 1. The Argentine peso is worth 0.039 USD or seen in another way, 1 USD = 25.40 AR$. How can I make this value reflected in the system? Sincerely,
I have a question
The list type parameter in the ZoHo function can only read 200 data at a time. But in some business logic, it is necessary to compare all the data in the function with the newly created data, such as the age (because the age after the filling in CRM is fixed), but the age of the user is increasing every year, and the annual increase of 1 years, but the list can not implementa. So, I want to ask if there is any way to solve such logic. (Above from Google translation, my English is not good)
auto-bcc to one or more email adresses
First of all, it is good to see the improvement of Zoho Support, as the Bcc field now available. About that, I'd like to suggest we could specify email adresses to populate the Bcc field as standard value (with or without the rep being able to remove it). Maybe a workflow... It's good for us managers to keep track of what the reps are doing...
Canada...
Always Annoying when a lead form ENDS with the country, rather than STARTS with it... Should always be country FIRST, then State/province/department , then City and address... 40 years of database and nobody seems to have figure that out ....
Profile settings to deploy sandbox changes
I do not see the ability to turn on or off the deploy changes from within sandbox. Manage Sandbox does not allow those with that enabled to see the button. I am the admin and I can see it. I want to create a profile for my developer so that he can add the approved changes from the sandbox into production..
Old Design of CRM Calendar
Can I use the old version of the CRM calendar or be instructed on how to re-format it? Since the update over the weekend of 6/28-29/2014 my workers cannot read this Light-weight light-gray text on white background, We liked the bold and easy to navigate headings for events.
Time zone support in calendar
Doing business in different zones, it is a bit frustrating not being able to specify a time zone when creating a new event.
"User already present in another CRM account"
Hi - I've tried to add my final user through the zoho admin panel, but am getting a "User is already present in another CRM account" error. While I originally set up my users through the CRM, and not through the admin panel, all of the users were deleted through the CRM. This is the only user who triggered the error when added through the admin panel. Can we clear the email truy (at) autometrix (dot) com?
What is the best way to create a report that compares actual vs. forecast?
I know you can see some information in the Forecast module, however I would like to pull some of that information into a report and don't see how to include forecast information in a report in the CRM.
ZOHO CRM: Converting Lead to - Client or Company Member
Hi There, Hope you can help with a ZOHO CRM Lead Conversion. I'm wondering if i can convert a lead [Enquiry] to Client or a Company Member depending on what kind of Enquiry I get. If I were to get a query about possible volunteering, then it would be a company member, but if it would be about a services then it would be a client. Hope it makes sense. Thanks Jiri
Individual Mails to contacts that are added to an event
Hi, would be great help to have the following option: add contacts to an event as a "participant" without sending an email to them automatically. Then having the oportunity to send an email to them with out our the email templates to send relevant information to the participants at a (maybe also scheduled) point of time. At the moment participants of an event can only be "invited" when you add them to the event, but no kind of "customized" email notification is possible... That would be a big help
Lead conversion form with Potential
Hi, When you convert a Lead to a Contact with an associated Account and create a Potential is there a way of adding the Probability percentage relating to the Potential at the time of conversion as opposed to modifying the Potential when it has been created. The conversion page allows for Stage entry, but not the probability? Cheers Mike
Email delivery status not working
Dear CRM Team, This week, the email delivery status didn't work for emails sent from Zoho CRM, using POP3. I have tried several POP emails (gmail, hotmail, gmail work email) and different receiving emails, but none of them worked. Even though these emails have been clicked and opened, the email delivery status in CRM always showed "sent" or "received", which was supposed to be "opened". The below links are the two leads for which I tried to send the emails. https://crm.zoho.com.cn/crm/tab/Leads/67123000001006350
Implement zoho chat in ReactJs website
Hello, I am using zoho chat embed script in the magento website. Is there any way to implement zoho chat application in website built in ReactJs (javascript framework). Please, let me any way, and send the link that will be usefull to me. Thanks
Bounced Emails Are Not Being Flagged & Auto Opt-Out
I wonder if anyone else is having this problem. It is destroying my marketing business because I don't want to send emails out when it will not automatically keep my lists "clean" by flagging a bounced email and automatically opting them out like it is supposed to. I haven't sent marketing emails to customers/prospects for 1.5 weeks now because of this. Is anyone else having the same problem? They are saying that it is "taking time" to basically recognize these bounces but that is not true! I
PickList not updating during LEADs Conversion
I have a custom field (2 value pick-list) in leads which needs to transfer into Contacts and Potentials during conversion (Convert Button). similar pick lists are available in both Contacts and Potentials. it works for Potentials as expected but not for contacts. i also did Lead conversion mapping correctly for correct layouts. the pick list value in Contacts is always empty. however, other fields get transferred with correct values but not that pick-list value. what cause this problem?
'Account' or 'contact' for music students?
I will start out by admitting to the fact that I am new to CRM (CRM in general). Therefore (while I am studying the subject) I am struggling putting things in the right place. I have several questions: 1 - I run a local music school. Should I make enrolled students into 'accounts' or 'contacts'? 2 - I wanted to run a small RSVP-Survey (with ZOHO-Survey) among the students for an optional extra lesson. Students had to answer one single yes-or-no question: "Will you attend the extra lesson?". 'Survey'
Webform: Overwrite Hidden Lead Source with URL Lead Source
When someone fills out my webform, I have a hidden field with "Website" as the Lead Source. But suppose I buy a banner ad on SomeDirectory.com. I will want to send people to my website but I want the Lead Source to come though as SomeDirectory (or some other value) instead of "Website". Is it possible to pass the Lead Source value through the URL? Such as abc.com?leadsource=SomeDirectory or pass a UTM value as the lead source? I would want the value in the URL to overwrite the value in the webform.
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