Reduce entries in Pick List
I have inherited a form in the Accounts (we call it Companies) module. There are 24 choices in a custom Pick List for "Company Type". We would like to consolidate those down to 8. Will Zoho Creator be my only option? I'm an old-school programmer (COBOL, FORTRAN) and have been in software sales for over 10 years. So I'm a little rusty at programming, and nervous that if I pull the trigger on a script I'll whack our entire CRM database. Anyone have pointers on another way to atuomatically change
CSV Import - Update
How can I use CSV Import to update data on my Contact records? I'm trying to use "Import Contacts", my csv has 22 784 rows and I'm getting an error that the file can't have more than 30000 rows, what's up with that?
Why doesn't Mail Merge leave a record in the customer record?
Believe it or not we actually do write real letters - letter not emails - using Mail Merge in CRM. Believe it or not, the fact that we have done so isn't recorded in the customer record. When we brought this up with support, they seemed unable to comprehend that we were doing this. They kept referring back to "emails". Not talking about email. Talking about Mail Merge. You provide the facility, it seems incredible that sending a communication would not log as an activity. Very short sighted that
Expected Revenue
Hi Guys I posted this in an older post but it's still not been sorted by the moderators so I thought I would start a new post on this subject. With my expected revenue I need to customize it almost case by case! Sometimes its a percentage which is also variable depending on sale price and sometimes it's an agreed amount so how can I set this up to adjustable to my needs? thanks Nick
expected revenue - how can i allow manual entry for each opportunity?
How can I do this?
Unsubscribe Processing in an Email Template
I am new to Zoho CRM and the Mass Email functionality. I would like to include an Unsubscribe option in the template. Do I need to create an Unsubscription page in my website that forces the email recipient to enter their email to facilitate this processing?
CRM for customer emails and Campaign for comercial email
Hi, We are trying to adapt the CRM to the new GDPR law. Our problem is the following: - The mass mailing of emails through the CRM is used to send emails to our clients related to the service they hire (not commercial emails). - We use Zoho Campaign to send commercial emails to Leads and Contacts. - In our web forms we have included the acceptance checkbox for commercial emails synchronized with the Email Opt out field in CRM. We found that there are contacts that become customers who have the Email
Task Due Date & Reminder Date in sync
Hi there, I can't find a way, and there doesn't seem to be a 'reminder' field on the API, to make sure that changing the due date either manually on each task or via mass update also trigger the changes to the 'reminder date'. So for example, I've got 2 tasks due tomorrow: I select them, mass update them to tackle them next Monday but the reminder stays as 'tomorrow' which doesn't make sense. Thoughts? Julien
Notes to be copied to opportunity
How can I get the notes over from account level to my Opportunity when I am creating one?
GDPR Cont'd - Introducing Data Subject Requests and more GDPR Compliance Preferences in Zoho CRM
Hello folks, Continuing from our previous post, we are back with some more features for GDPR in Zoho CRM. Handling Data Subject Requests Data subjects can exercise their rights through portal or through email and phone calls. You can now keep track of your data subjects' requests and address them in a timely manner from within Zoho CRM. Go to the Data Privacy tab in the record details page (for GDPR enabled modules) and you will now see a section called Data Subject Requests. When you receive
Integration of Affiliate program for Zoho CRM
Is anyone using an affiliate program integrated into Zoho CRM? I want something that can track sales, so I can pay commisisons. Perhaps there is another Zoho module that can do this?
Zoho CRM Phonebridge Integration - UK
We're a UK based cleaning company and we want to digitalise our communications by moving our telephone systems to voip, principally so we can integrate it with Zoho in order to give us greater oversight and control. Logging calls, facilitating sales, easily creating tasks from telephone conversations etc. We also need something that encompasses SMS - at the moment we have mobile phones which we use to mainly contact cleaners / potential recruits - it's very messy so any system that can integrate
Sub-Products (Components) in Inventory Management
Hello, We are a manufacturing business / OEM where we assemble products and sell. Is it possible to have components in the CRM that make up a product we sell which would allow us to see inventory of sub products? Sub products are never sold directly to the customer, yet we need to track their inventory, reorder levels, etc. Thanks, B
Add Confirmation window to Blueprints Transitions
People click Transitions by mistake from time to time. It's once in a while, still in training when you move the mouse over any Transition you know that click it by mistake is hard to Undo. In our case to Undo a mistaken Transition clicked we need to go and create a "temporary" Transition to go back and then delete that "temporary" Transition, which requires to move all records in actual states to the new versions. So, it makes sense a simple "Ok/Cancel" window to confirm the Transition was clicked.
Functions to return id and update record
The idea is that we want to do the following: 1. We have a data import 2. Function is executed for each record in the import 3. Function gets a Contact_ID based on a different field (our own user_id that the incoming records will have) 4. Function returns the Contact_ID 5. Imported record is updated with Contact_ID I created the function but I can't return any data (says it's impossible with void functions but I can't change it). And in the workflow rules how can I use whatever function returns
Linked incorrect email address with Office 365
Hello All, I am in the process of enabling Zoho CRM to work within Office 365. I went to the Office 365 app store, and found Zoho CRM for O365, I click get it now, and I associated my Zoho account with a brand new trial version of zoho when I meant to link it with my already existing account. How do I associate my O365 with my already existing Zoho account when Zoho has my O365 email associated with a brand new trial account? Thank you, Dave
Formula field - URL
I need to create a specific URL based on some other field but Formula field doesn't have any functions that can take a URL string and change it to a clickable link in the UI. Any workarounds, as this is basic feature we need?
Can't find some sent e-mails
I have used Zoho Mail through Chrome and things were going fine last months. However, I've just looked for some e-mails I sent hours ago and I can't find most of them. The strange thing is that some of them appear but some of them don't. What can I do about it? I need to be sure if my clients received them. Best Regards, Marcus
Will deleting all Leads, editing offline, and re-uploading Leads, disturb data in other modules?
My goal is to mass edit the Leads module, removing duplicates, cleaning up fields, changing tags etc. I know that I can't make those changes without downloading leads, deleting leads from zoho module, editing offline and re-uploading. Will this disturb the data in other modules, if so how else can I make major changes to our leads database? The mass edit features within Zoho won't suffice Thanks, Casey
Schedule executing a workflow
My general question is why is there such disconnection between all the data manipulation tools. One of the examples is that I have a workflow that updates a field of a record with some information from related modules. Unfortunately workflows are not executed with CSV import, which is really bad since it say on RECORD CREATION, it doesn't specify which method so to my understanding that usually means all of them. So I developed a schedule that checks for specific records and updates a field that
Workflow Setup to send emails to members of a selected group of contacts (Cohort)
We are providing corporate training. For each client we will create groups who will work together over a series of four events. I've created a new Module called "Cohorts". There will be a number of Cohorts to which I will associate a number of contacts. It's a many to many relationship. This works so far - I can see the Contacts listed under an individual Cohort and the Cohorts listed under an individual contact. My problems start with trying to set up workflows. I want to send a series of
Creating mail merge documents using Workflow Rules
Is it possible to create and send a mail merge document using Workflow Rules?
Record Ownership without user
Hello, We are setting up a new organization and do not really need individual users to "own" records. Everyone will have equal access to records. Is there any way to do this without setting up a dummy user (and paying for a license)? Thanks for any suggestions. Mark
How to integrate ZOHO forms in our wordpress website
My client is using ZOHO Crm.Now they want to integrate the ZOHO forms on their wordpress website .How to do that please help me.
GDPR Contd. - Announcing more features for GDPR in Zoho CRM
Hello folks, Continuing from our previous GDPR post, we are back again with more features for GDPR in Zoho CRM. Data Source Tracking Information about your records (Data Subjects) come into the CRM from multiple sources like forms, third-party integrations, import, etc. Zoho CRM will now fetch and display these sources along with additional details like website and form name in case of web form being the source, and portal name and department in case of Zoho Desk being the source. You can track
Can you mark an Event as closed?
I have just added an event as in a meeting, but now I have completed this, is there a mechanism to mark it is closed and add a task for a new task?
Inventory Template - Inserting product image inside default products table
Hello, Every product has it's product image URL. I need to insert that product image inside a products table. I've tried: ${Productos.URL del Producto} <img alt="Imagen producto" src="${Productos.URL del Producto}"/> Inserting an image widget with URL = ${Productos.URL del Producto} Nothing is working. Any idea on how to fix this using Template Builder? Already tried to create the template through HTML but it was very difficult to get a nice result. Thanks!
How do you delete email history in a record?
Using the Gmail integration, there are emails that are coming into Zoho that I do not want recorded in the account/contact/lead record for various reasons; sometimes, for instance, customers send us their credit card information by email (unsolicited) and obviously we do not want that recorded in the system. I assumed I could just go into the record in question and delete the selected emails but it seems there is no way to do that?
Auto updating Sales Pipeline
We record sales calls in tasks where we assign a priority (Lowest-Highest). To save writing two sets of notes (in Tasks and Pipeline) is there a way taking the notes written in tasks where the Priority is High/Highest and then updating the pipeline to save writing the notes twice?
Zoho CRM is on its way to GDPR Compliance
Hello folks, GDPR has been the talk of the hour and we would like to ensure that this GDPR fever does not come in the way of your business and selling. There are several GDPR centric enhancements in Zoho CRM that will be released in a phased manner to all our users in the following weeks. Designed to help you meet the privacy standards set by the European Union, these enhancements will provide a streamlined mechanism for you to collect, process and store your customer data in conformation with
Data privacy and worflow rules
Hi, we are trying to create a report with the customers that accepted our consent form, the chat support told me it isn´t possible to do this so what i did was create a field and create a workflow rule that is executed when Data Processing Basis is updated with the condition that the consent is granted, with this condition i update the field i created and this way i can create a report, the problem is that when the customer accepts our policy from the consent form it doesn´t work but if i do it manually
Is it Mandatory to send an E-mail to share our updated Privacy Policy?
Q: Is it mandatory to send an e-mail to all contacts in the database to share the updated privacy settings of the company? No data is collected from our website, only contacting potential leads via Social Media (Legitimate interest) then engage with contacts to process their data (Only with express consent) No data is processed without explicit consent.
A brief overview of our recent release
Hello everyone, We are here with two exciting feature updates in today's forum post. Let's take a look at both of them in detail. Create Projects in CRM without Account Earlier, it was mandatory to have an account in order to create projects inside CRM. With this enhancement you can create projects in CRM even if the contact is not associated with an account. When you create a project, the user's name will be assumed as a dummy client in Zoho projects and every project that is created for that contact
Consent Form
How do we get the Consent Form's link to add into an email template? Any advice would be appreciated. Also we have gone Setup - Users & Control - Compliance Settings - Overview - Show Records under pending but cannot see the SEND CONSENT FORM button. Please advise on this. Thanks
Dupliccated Account incluided created field
We need to run "Duplicated Account" incluided a Field created called "Country Welever". How can I change the fields to select in Duplicate Accounts. This Field are "Mark as required" we have different accounts with the same name and they are only different in "Country welever " Thank you
Importing Accounts Help Needed
I am trying to import our data so we can go live with CRM. When importing accounts all fields import properly except for phone and zip code where for some reason zoho inserts an = sign and quotes around the field (does not exist in the CSV file I am using to import). See screenshot below. Any idea why this is happening? We are in the US and I have tried importing using UTF-8 and western european.. Thank You
Best Way to Track Relationships Between Accounts?
Let's say I have an account Smith Family. And that I will also have various companies that work for them entered as accounts: - Pool Cleaner - Landscaper Etc. What is the best way to relate those accounts to Smith Family, preferably with a field that explains the relationship. It's important to note that the pool cleaner and landscaper would also need to be able to be associated with several other accounts in the same way. Thank You
Equivalent of Account Groups in Zoho CRM
Some CRM programs allow you to create non-exclusive groups and add accounts to them. For example: - Group 1 (could be accounts you consider VIP, whatever) - Group 2 (accounts you send holiday cards to) So in this example some accounts might belong to neither, some to one, and some to both. What would be the equivalent in Zoho CRM? I realize I could create custom fields to track these details, but I'm hoping there is some type of dynamic group function that allows me to create as many groups as I
Leads&Accounts association
Hi, I'm an active user of Zoho CRM and have a lot of leads saved in this system. Just wanted to know why I cannot associate them with accounts?
Email delays
Is it typical for emails sent from Zoho CRM to experience 30 minute delays in sending when integrated with Gmail? That's what I'm experiencing. If there's no solution, I don't think I'll be staying with this platform for very long.
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