How to search contact description and export?
Haven't really used Zoho in a long time, but I'm trying to do something that used to be fairly simple but I can't figure out how to do it in the new UI. I want to get a list that I can export of all contacts where the description contains a keyword. A few options I've tried, from easiest to hardest. 1) A global search finds all the contacts with that word (great!), but I can only view 10 contacts at a time and no way to export all the contacts matching the search (bad!) 2) Go to the contacts module
Can't create new contact or account
Please note we have downgraded to the free edition of Zoho CRM. Right now we can't add new contact and accounts. Could you explain why? Do we have too many records? Evgeny Drokov
Outgoing Server Error while trying to integrate Zoho and Gmail
I have enabled POP on my gmail account and used these settings in Zoho from this page: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html And keep getting this error: Please enter a valid Outgoing Server. Overall it's been very complicated to simply sync these two programs and/or to get clear information on doing same.
Import Note Module file
Hi team! For a client of mine I transferred some records from Account Module to Lead Module by an export-import operation. Some of these ex Accounts was linked with Notes. I analized the laest backup files (Account, Contact, Note) but I didn't understand how Note data are correlated with Account data: I thougth that Parent ID data in Note file could be present in Account data, but it's not so. I'd like to know how data are correlated between Note and Account in order to modify the Account codes
Cant delete a module i created
Hi, i created a module which i cant modify the fields or delete it. I get amesage that Puplished fields cannot be updated or through sandbox Fields created through plugin cannot be updated Please advise Thomas
Search contact by description?
This seems like it should be straightforward, but I can't figure out where it would be - is it possible to search Contacts by text in the Description field? Thanks for any help!
Zoho CRM workflow emails only sent 10 emails per day
Hi, i create a workflow in Zoho CRM, the rule is : when new Lead come in, sent me a email. and works, but only 10 a day. Is a restriction or something? thanks.
Where to edit Event Labels?
Hi, Can you help where can I edit all of Event Labels. Because in list view there is submenu option: "Edit Labels" but there can you editing only Task Labels. Thanks
Associate 3rd party senders to a Contact or Lead?
We receive a lot of emails associated with leads and contacts from other senders- third party vendors, forwarded emails etc. that do not have the Lead/Contacts email as the "sender" but that we want to link to a specific record. This is a huge part of our business and our interactions with customers. The outlook plugin will only work if a Lead/Contact is the sender. How am I am able to forward or associate an email to a Lead or Contact in my Zoho Data base from another sender?Pipedrive would create
How do i do mass documents upload?
How I do a mass docuemts upload on Zoho CRM or Zoho Projects?
Can users act as proxys
Hello, Here is my question: Is it possible for a user to enter data on behalf of another user without signing into their account? i.e. Jane can make changes as Derek in Zoho CRM from within her own account. Essentially, is it possible to configure a user as a proxy? Please advise. Thanks
Possible to send a text message from within Zoho CRM using Twilio?
Is it possible to send a text message to a contact or lead from Zoho using Twilio? If so, please provide a link to the instructions.
IMAP Failing with one user
I have stopped receiving responses from Zoho support (via email requests) on this issue and am now frustrated and desperate. If anyone out there can help with this, it would be much appreciated. I have a user who can’t get his emails to show up in Zoho. Before he started with our company, his company used Zoho for their CRM. Our companies merged and he changed his email in his old company's Zoho setup to our email account. After a year or so, we decided to use Zoho for our sales force. We recently
Trying to create new task however priority filed has no values!
Hello I am trying to create a new work flow, whenever there is a new assignee for a lead, then an automatic task should be option for the new assignee, however whenever I am trying to create this task, i can see that i have to choose the Priority value, and in this field there are no available options to select, how can we solve this? See the screenshot here: http://prntscr.com/hhmosj Thanks.
Contacts view for customers
Hi, how do I set a view under contacts to show only customers? Defining customers the Contacts with an associated Potential with stage closed-won. Another definition for customer can be the Contacts with associated Account with Account Type = Customer So basically how to create a view under contacts filtering fields in the associated Account or Potential. thanks, Umberto
How to manually dial out from Zoho Support using Twilio
I have integrated my Twilio number and built the IVR and tested and works fine receiving calls. I am also able to dial out to any account I have intergrated via my CRM using the green telephone button. My question is - how would I dial a new number that isnt part of the CRM database? So is it possible to show a keypad of numbers to manually dial out to a number? (I do not want to have to create a contact to do this due to fast paced nature of my service environment) Many thanks M
Hello , I have response data of zoho's survey. by using this data how can i create zoho crm professional trail account automatically?
Hello , I have response data of zoho's survey. by using this data how can i create zoho-crm professional trail account automatically of customers?
Many-to-many contact relationship
I am trying to create a Relationships module that relates contacts to each other. I need to be able to track Contact1 is a friend of Contact2 and have this appear in a related list for both contacts. I created a new module called Relationships with 4 fields: 1. Relationship ID, 2. Relationship Type (picklist for friend, family, coworker, etc.); 3. Contact Information (Contact lookup); and 4. Related Contact (Contact lookup). This works, except it's not really bi-directional. There are 2 different
Ability to Rerun a workflow on a module entry
Does anyone know if it is possible to create a link or button to re-run a workflow on a particular record. A) Would be handy for debugging B) Sometimes my workflows fail due to an integrity error within my data. If I have been unable to track it and stop it in the code through error trapping..... it would be very useful to rerun the workflow against the record. Any ideas? Thanks
Ask receipt ZOHO CRM
Hi, I have been reading that you wanted to implement a ask receipt button for emails sent from Zoho CRM. Is it working already? Cheers, Fred
Using values from other fields to create report criteria
I have a report that returns me the contacts for whom my email campaign bounced. So "Campaign status = bounced". Of course, when I update that person's email address, they still appear on the report because "bounced" was the value at the time. How could I add another part to the filter that says "if record is modified after campaign send date". I have looked at all of the modified sort of fields, but for the criteria I can only enter an actual point in time. I want to run this report each time I
Automatically Enter Leads Into Zoho CRM
Hi there, I have put together a post in the Mail forum a month ago (https://help.zoho.com/portal/en/community/topic/auto-fill-name-when-entering-crm-lead-from-zoho-mail), but I think it might help to have the CRM team to reply here as well. In the old mail version, the First name and Last name fields used to auto-fill when adding an email as a lead. However, in the new version I don't know how to do that. I keep having to type every name manually. Any way to automatically fill names when clicking
Map multiple Accounts for single Deal
Hello, My company operates in the construction industry and often associates more than one client for a single deal (i.e. General Contractor, Developer, and Architect....all associated and billed by my company for services). I have seen similar questions from years past, but was wondering if there was a way to map multiple Accounts to a single deal so all communication and changes feed into the according timelines. I have added custom fields within Accounts named "Is General Contractor on:" & "
Google Calendar issue
Hi, Having an issue with our calendar sync (I think). We keep getting duplicate events within Zoho CRM. Additionally, we will see that these events are showing created by Person B - when in reality they were created by Person A in Zoho. I think I know why this issue is occuring.... we have a two-way sync between our users and their google calendars. Our company shares our google calendars with each other as well. So I think when users navigate within GCalendar and turn their coworkers calendar views
Title for Contacs in Account View
Is there a way to have the contacts title listed in the Account View? I have to tap throu each contact to find out who the CFO is?!? Is there a way to indicate who the primary contact is on an account?
Using Zoho CRM for loans/pawns business
Hi, I'm configuring Zoho CRM, but the products module doesn't fit my business requirements. I want to be able to associate to each client a loan/pawn system. So, for the "products" module, the price is variable depending on the amount on cash the client demands. It's possible to do something like this? Also, Zoho Suscriptions integration sounds good for charging them monthly, but the clients is who sets the day of charge (it can be different from month to month) and also the amount that he wants
Deals - Multiple businesses. Multiple processes. One CRM ?
We are an Email Marketing start-up with multiple clients. We do email marketing on behalf of our clients. We generate leads, run email campaigns, and setup demos for the Client's Sales Teams. I have a question in this regard - How to setup different processes for different clients? - Client specific Leads/Contacts have to be selected from the main leads/contacts data. - Client specific sales funnel has to be established I found a related link - https://www.zoho.com/crm/customization/page-layouts.html
Email Merge with merged PDF Document
I think I can do this with Panda Docs but only one contact at a time. In Zoho CRM can only do a email template merge or document template merge, but not both. Need a check box to include PDF copy and ability to do this for many contacts in a view and not just one at a time. Possible?
Custom View Menu Zoho CRM on Android
HI i want to custom view in left menu on android it is possible? can i hide or show the menu? one more question, Campaign menu is disappear in App, but my custom module is appear? how can i appear the campaign menu?
What will happen to my datetime fields with British Summer Time (BST)?
Hi I have just noticed that the datetime fields vary depending upon the user's timezone. We have events booked in with a start date/time and end date/time. These events are booked up to a year in the future. If I book a November event today (in BST) with a start time of 8AM, what time will this field show in November (winter time)? It MUST stay as 8AM. Please can you advise what the datetime would show in November - 8AM or 7AM?
Can you find a list of contact whom you recently send an email to via a mass email macro?
A user sent off a bunch of emails this morning (30 or so) using a macro and now we want to figure out who they were later in the day. Is there a record of some sort in the CRM? Thanks!
change the mesurement unit
Hi i work in real estate and our objective are based on rented squarefoot. How can i have my pipeline represented by squarefoot units? Thanks
How do you measure deal velocity?
Many times the deal stage is updated after the fact. The problem is the deal stage date is the date the deal stage is changed with no ability to edit it. Also if there is a mistake there is no way to delete it. The below thread indicates stage history of a deal can not be edited. https://help.zoho.com/portal/en/community/topic/how-do-i-edit-modify-stage-history The only solution I could come up with is to have date fields for each stage or create a deal stage module so it is a related list that could
Format isses when sending an email campaign to Outlook
Hi Guys, I've created a email campaign and when it goes sent to Outlook 11 it losses all of the format. Do you know why this might happen? Cheers Rachel
About invoice
I'd like to sort item in Product Details. What would be a good way to do it?
Can this be used to create a new CONTACT from an email in zoho mail?
Re: 2 MODULES UPDATE RECORDS - I really need help, please! 1 month ago Accept my apologies for not getting back right away Pedro. This can be accomplished through Custom function.
Note: You can use this sample code for all modules provided you change the module names and field names as per your requirement.
Create Contacts from Custom Module : Setup ->Automation -> Actions -> Custom functions - > Configure Custom Function -> write your own -> 1) Choose the respective module name. 2) Give custom
Question on sharing information from Custom Modules to Deal
We are a small construction company. I have set up separate modules for initial job inspections, production inspections, and completion inspections. All inspections are associated with a Deal and shown in Related Lists. Question - What is the best way to pull specific information from these custom modules. Ex - pull gutter measurements from the Initial inspection report and email in template form to gutter installer. - pull roofing quantities from initial inspection report and send to Quoting
gmail account smtp does not work
Where re the smtp settings and password stored? The system directs me to zoho mail but I cannot where to set the smpt settings.
turn off social
Hi yes i know the power of social networks! but we have zero interest in seeing them at the bottom of our contact pages can they be turned off.
how do I make calls in ZOHO? Changing lead status in ZOHO
How do I make calls in ZOHO? How do I change the status of a lead to NOT INTERESTED?
Next Page