Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
This Web Is Very Low
This Web Is Very Low.
Track lead
Hello, I want to know if there's a way to track my lead after I converted it. Is it possible? I want to have an accurate number about my leads historic and it'll be possible if I track them. If there isn't a way to track, can you have another idea to solve it? Thanks in advance.
Query | Subtotal field
Hi, We need to be able to visualize within the Purchase Order module, a column that shows the "amount without tax " of each order. As we do not have that column, there is a way to modify the "Subtotal" field in the "product details" section, so that it shows the amount without the tax?. The idea is to continue calculating the tax field but the subtotal takes the value of the amount. That's right now: So it should be seen: Sincerely,
Pricebooks, automated prices and VAT - zohocrm can't handle that?
We recently emailed support asking for a way to have zohocrm automatic add value to list price and add VAT, and recieved a concerning reply that zohocrm can't handle that. Are we the only organisation that needs a way/method to handle quotes, pricing and VAT issues automatically? If you have had the same issue and found a solution are we very interested in your solution. Zoho replied "We may analyze the option to automate this in our future road map." - doesnt sound like a near solution.
Are we obliged to send consentment email to all of our subscribers?
Many of our contacts have given us their emails and some of them never open their emails. Are we obliged to send consentment email and what if they do not open it at all?
After changing language I have form field values in both languages at same time
I started using Zoho with English as my language. Than, I changed it to Portugues. However, when I have to fill a form field now I got both, English and Portuguese values, what is a mess. Examle: In Negocio->Estagio: I can choose : "Fechado (Ganho)" or "Closed (won)", what is the same thing. Please have a look at the attachment. Thank you, your product is great! Rodrigo
Hawksoft CRM for the insurance industry vs. Zoho
I have a prospect who is currently using Hawksoft for his insurance company but he's considering letting us set him up with Zoho. His current CRM is industry specific and was created by a coder who was also an insurance agent so it has integration features that allow for specific carriers such as Allstate, Geico and others to easily make updates to policies and things and the information automatically feeds in to the CRM. Does anyone have any information regarding the advantages of Zoho over this
Import leads and automatically change lead owner
Me and another user will be importing leads for our company. We have another user account on the system that we want all leads to be set to automatically. In the meantime, my workaround has been with a custom view with conditions set like me as owner and no lead status, then I mass change owner. I know there has to be a way to do this automatically using automation. I have messed around with it and couldn't get it to work. Anyone have any input on this sort of workflow with importing leads and
How to do SMS Integration?
Hi! I e-mailed support@zohocrm.com but unfortunately didn't get any response yet. So I was hoping that maybe someone here in the community knows this: I can't do this with workflow function and blueprint. I'm thinking this can be done through custom button using widget, but I'm not really sure. So I would like to ask an advise for possible solutions. This is what I'm trying to do... sending and Tracking Text Mesages to Contacts/Leads: 1. In the Leads/Contacts module view page, a Send SMS button is
Zoho CRM Error 4918
I am using your SyncApps integration to sync Zoho CRM Contacts to MailChimp. The API is returning the following error to my SyncApps log details: Error on sync: Module is hidden for your organization (Error code: 4918) The Contacts module is not hidden, so this error does not make sense to me. Can you help?
delete repeating events
I created a weekly repeating event to test that capability. I have two problems. First, I can't delete the repeating event. I can delete instances of the event, but no the entire event. Is there a place where this can be done? Secondly, one of the forums suggested that repeating events could be deleted on the calendar. But this event is not showing on the calendar.
Portal URL developer edition
Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).
How to clone a template which is already present?
How to clone a template which is already present?
Why are SalesSignal Notifcations including emails between my colleagues and I?
Hi Zoho Community, I was curious why the SalesSignal notifications included emails between my colleagues and I? Especially emails that are irrelevant to our clients. We have some test records in our CRM of course for "testing" but could that be the reason why? Thank in advance for reading. Respectfully, Juls
Document Management
Is there a way to centrally store documents in a module so that all users have access? (Documents such as sales collateral, order forms, brochures etc.). Thank you!
Gibberish Shown when Exporting Data When using Traditional Chinese
Hi, I am an Enterprise Plan user. And I find that error Gibberish characters shown in the export CSV file as I am using Traditional Chinese (in both the field name and the field value.) And I have found in the forum that this problem was reported 5 years ago and there is still a problem there. Please let me know if you are going to fix it or i will simply switch to another CRM vendor. Thanks
Can I disable the Skype link?
I need to turn off the Skype link feature as I do not use Skype to make calls. When I use my mobile device it is rather maddening to have the Skype link trump the smartphone's dial feature. Additionally, it's difficult even to cut and paste the number into Google voice on my desktop. Plain text would be much better. Thanks.
Double opt-in in zoho crm web forms
I have been reading some posts in your forum and you guys have to find a solution for double opt-in using web forms as we are legally responsible for doing so as 1st of may 2018. In Europe, anyone collecting personal data HAVE to apply double opt-in or we might be responsible for very high penalties.... Can you give me some information about your advances in this matter?
Same offering to multiple leads
I have the same offering I'd like to sell to multiple leads. How do I set that up in the deals so I don't have to do an individual deal for each lead? Is that possible?
Confirmed Opt-In or Verified Opt-In
Hello, I would like to know if Zoho CRM has a verified opt-in or double opt-in as we call it here. This would be the mail a user receives upon entering his data in a contact-form of yours to receive a newsletter, in which he needs to confirm his request before I can send him the newsletter. I do not mean the fact of redirecting the user to a thank you page. Does Zoho have this? Thank you! kind regards, Lars
Recreating the lead stages I used to have in Hubspot, in Zoho
Hi there I am moving my lead management from Hubspot to Zoho. In Hubspot I am used to having the following lifecycle stages: Subscriber: The only piece of information I collect is the email address, so the lead gets updates on our blogs and newsletter Lead: I have First Name, Last Name, Company Name and email address. Then there are a bunch more stages, but not important to solving this problem I want to use Zoho forms on my website to capture info and get it into CRM, but I'm struggling with how
Keep your CRM data accurate with Validation Rules
Hello folks, Last month, we saw a bunch of new features that got rolled out during the Zoho CRM 2018 Release. Today let's take a closer look at one of them called Validation Rules. Poorly maintained CRM data can result in ineffective business processes and inaccurate reports. The key to running a smooth business it to maintain a clean CRM system. That in turn needs you to validate the data that goes into the system. But imagine, if you have to sit and validate every piece of information added into
Lead Conversion - Mapping Lead Closing Date to Closing Date in Potentials Module
Hi all, I'm trying to map a custom date field we receive from customers in through web form to the Closing Date field in the Potentials module. Is there any way to do this? Thanks! Jo
Importing Invoices and associating them with NON-MIGRATED Contacts
I have been using Zoho CRM for years and have about 15,000 contacts. I have old invoices from the years before I used Zoho that I want to import. I tried importing the invoices, and it works, but nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Is there a way to do this without having to migrate (and therefore duplicate) 15000 contacts? Importing Invoices that aren't connected to Contacts is not useful at all. Please advise.
Translation for titles and option values for customer fields - Zoho CRM
We plan on using Zoho CRM for more than one language. Is there a way to import translations for custom fields?
Generating one invoice from several sales orders
Hello, we have clients who order several times during a month via web forms. We do transcriptions and translations, so these orders are mostly task to translate some files here and some other there. We do monthly invoicing to our customers including all sales orders of the month. The have sometimes 40 different sales orders, so logically, they don't want to receive 40 individual invoices for this. In our old system, it was easy to make one invoice out of many sales order. However, this seems to be
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case.
How to mass email to people opened my email.
I know you have opened email filtering in Zoho campaigns. But how do i send a schedule mass email to a list of 500+ that opened my emails in the last 30 days? I see how i can filter, but when i click mass email it only lets me pick a view and not a filtered view. Ideas?
Passing JSON via webhooks
Hello, I am trying to set up a webhook for Mandrill, and it requires passing a jSON argument. I've placed the JSON in the parameter in user defined format section. The issue is that Zoho is encompassing the jSON in quotes when sending the post request, which is causing the parameter in question to not be read as an array. Here is what I have entered in the parameter in user defined format section: parameter name: message Description: {"from_email":"test@senderemail.com", "to":[{"email":"test@receivingemail.com"}],
[ISSUE] Mobile app erasing lists infos
When Im going to edit a contact or an account through my Zoho CRM app all the lists that depends on the answer of another list get its values emptied making me have to refill those fields. Anyone else has this problem? How can I solve it?
Cliq notifications from a Scheduled Action?
I can create a "Notify via Cliq" notification in a Workflow's "Instant Action" but I can only create an "Email Notification" in a Workflow's "Scheduled Action" Why?
SalesSignals Repetetive Notifications for same Email
I just set up the Email and SalesSignals Channel and already got over 20 notifications for one and the same E-Mail, which is very annoying and not helpful at all. Please assist.
Problem with accents in search
We urgently need Zoho search to be a bit smarter and recognize accents as close variants. For example "Clínica X" should be the same as "Clinica X" (the second has no accent), but right now if I search for the one without accent, it won't show me the one with accent. This makes using search extremely impractical for us. We really need this to work better.
View Streams from CRM accounts
We have integrated Social and CRM but it is only showing streams from Contacts or Leads - our customers are companies (the individual contacts may have different social media accounts) - can we not see streams from CRM accounts when the account has a social profile associated?
How Do I Get a Total of Taxes and added to Invoice Amount
I am a very basic user and trying to "total" my columns in the Invoice. Simple question. I want to add the Tax amount for each item and have it added to the Total across the line. Then I want to have the total tax added and displayed under the sub total. I am not a developer, but really am very technical. Need help please! S.No. Product Details Qty Tax Product Total ${serialNumber} ${Products.Product Name} ${Products.Product Code} ${Invoices.Product Description}
How to sort open activities by time zone?
Hello, and thanks for the help! We sort our leads and contacts by time zone to help us know when it's appropriate to call them. Our open activities tell us which days we need to reach out to a customer, but does not specify time zone. Unfortunately, there is now option to use "contact time zone" or "lead time zone" as a way to sort through the activities. We've tried other methods, for instance: view "all leads" filtered by "lead owner" and "activities due today or overdue". This would be fine EXCEPT
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