Pricing Problem
Hello Everyone! I am not understanding the pricing procedure of ZOHO CRM. I want to buy a portal! and then i will add 15 employees in Zoho Desk , 15 in Zoho Projects , 5 in Social Media , 2 in Survey, 2 in SalesIQ.... Please Tell Me How much it will Cost Will Appreciate Your Response Regards, Tom Cook
Duplicates
Is there any function to quickly and easily find and remove duplicates. We now have over 3000 people on our database and a number of duplicates. Also the search function doesn't still work propertly sometimes, ie doesn't find names we know are on the database. Thanks bercap
unread leads default view
How does zoho crm determine if a lead record has been read or not ? More specifically,what fields are used to determine this ?
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Marketing Automation book recommendation
Hello I might be a bit of a dinosaur but I wanted to ask whether anyone had any recommendations for a book on the theories and practices behind marketing automation? I have found various that look good, on Amazon, but I'm keen to try to find one that takes GDPR into account. Any recommendations? best wishes and thanks Helen
Adding text to a product on a quote
When I create a quote, I can type in the row below the product name. Can I print/export this out on the quote?
Territory permissions by User
Hi, I got a problem that I would like to present you. You might probably help me on that matter. Please take a look at the image below Edit Territory. The territory manager is Jeremy Cohen. Pascal da Costa has a Read/Write/Delete Permission on this territory. My question is, how can I can a third User on that territory with only a Read Only Permission? I thank you in advance for your help. Best regards, Pascal
Hidden reminder notes within a formula fields on a custom module, it this possible?
Hi, I’m creating a custom module in CRM and I’m taking a costing app I’ve built in Excel and adding it to the custom module. I need to involve a complex formula to create a costing and I’d like to add reminder notes to it that the formula does not read (like the /// coding notes /// in html), how do I do this? Thanks for your help! Dan
Is Zoho CRM still open source
Hello, Is Zoho CRM still open source project? I remember Zoho having open source software but from first appearance that doesn't appear the case any longer.
Get all unique records from the last hour from Potentials
Hi! How can I get all unique records from the last hour from Potentials? I try url=https://crm.zoho.com/crm/private/json/Potentials/getRecords?newFormat=1&authtoken=".$token."&scope=crmapi&lastModifiedTime=".date('Y-m-d H:00:00'). But I have only 20 (or 200, if I add params "&fromIndex=1&toIndex=200" to request).
Import Notes from another CRM
Hi there, I am in the process of importing data for my client into zoho crm. My query is there any way i can import "notes" under contact in zoho. My clients pervious CRM had notes per contact and multiple notes. Please kindly advise how i can do this in via nass upload or any other functionality. thanks
Activity Reminders
I seem to be having problems getting Activity reminders. I have recently set an account for a New Company and the little Alarm clock isn't present. I have set reminders on activity but these haven't triggered. I have looked at settings in the calender and they set for reminders. At a bit of a loss. Anyone else having problems?
How can I create a filter for today and overdue activities?
I want to create a filter when I can see all the activities for today and overdue. But for activities I mean, calls, visits, task, send a email. Because if I used the filters that come by default someties I see that I don´t have more to do, when I'm forgeting someting and for me changing to one filter or another is a wast time. Thankyou for your help.
Help with a formula field
Hi, I'm trying to build a formula to calculate a Deal amout. Here are the fields so far : "Base Price" - checkbox "Tech Package" - checkbox "Nb of trainer(s)" - picklist, with the options : 1, 2, 3, 4 or 5 "Trainer (per day / per trainer)" - picklist with the options : 1, 2, 3, 4 or 5 I'm not good at all with formulas and custom functions; I want the formula field to calculate something like : if ''Base Price'' is True, the value is 1000$ if ''Tech Package'' is True, the value is 500$ if ''Nb of
How to associate an email with a Sales Order?
I see that "Email" is a Related List for a Sales Order but how / where do I associate an email to a Sales Order?
do not call Flagged Accounts?
Under ZOHO Accounts module: How can Accounts be flagged as do not call Flagged Accounts?
How to show/hide discounts in quote templates?
If this has been discussed before, I can't seem to find it. We created a simple quote template, leveraged from the one we used in SalesForce. One functionality that I wish I could have is the ability to show or hide discounts in our quotes. Not all customers need to know that we sometimes offer discounts. In SalesForce, all we needed to do was export to a Word doc and delete the row, but Zoho only exports to PDF which is not so easily edited. So, what I'm looking for is either a way to show or
Reason For Loss
Hello, When we have a lead that is lost, and we can leave a note for the reason for loss. Is there a way to retrieve the reasons in a report, or otherwise?
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth Token&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
I am unable to view the leads assigned.
Hi, I represent marketing team. Leads are either manually entered or imported directly from the website. Based on the Lead I will assign it to the respective Sales colleague. The problem starts here, Once the lead is assigned I am not able to view the Lead from my login. If I am not able to view, I will not be able to track the lead progress or update any extra information regarding the lead. Please help me how to overcome this situation. I am an Enterprise edition user of Zoho.
Categorizing deals and recording per-deal "product" prices - what are your best practices?
What are your best practices for categorizing a deal? A deal for me may contain any combination of : A speaking fee which can vary by client AND by event. (i..keynote or workshop) A sale of one or more physical products which price can vary by client. A license to electronic assets which price can vary by client. Data-wise, I have a one-to-many structure relationship. Through time I want to report/filter the deal list based on, for instance:. Show me all Won deals which contain a licensed a video
Anyone use RingCentral? FYI: Twilio integration just does not work, at all
Wondering if anyone successfully uses the RingCentral integration. By "successfully" I mean: -Inbound and outbound calls are actually logged in the CRM -Click to call works -Incoming calls pop up relevant contact/account informatoin FYI: do not attempt to use the Twilio integration. 30% of incoming calls, or more, do not have an "Answer" button, meaning our reps simply can't answer the phone. Zoho is, as always, terrible at getting this fixed. 20 emails later, and it still does not work. We have
Will ZohoOne get the new CRM Plus interface
I just saw What's new in Zoho CRM Plus. https://www.youtube.com/watch?v=IcRAJwX3oks It looks great! Was wondering if that kind of interface with all the apps down the side etc. is planned for ZohoOne any time soon? Regards, Glenn
Automating workflow for Tasks to send out Internal work order
Hello, I am currently using the free version of ZOHO CRM in our organization. We also have the paid version of Campaigns. Per our sales process, once we close a deal, we prepare a internal work order (currently prepared in Excel) and is sent to the respective departments to begin activation or implementation of software or service. There may be multiple departments kept in the loop. The implementation team acknowledges and begins the project. Once done, they update the status and send it back to
How can I get rid of the Google AdWords Information section that is present in all of my modules even though I'm not integrated with Google Adwords?
Please see attached images showing the section in question and that I've not integrated AdWords. How do I get remove that section from all of my modules - it's not deleteable currently?
Sort Fields By Tab Order on Merge Duplicates Page
I modified the layout of my lead module to a two-column format with top-to-bottom tab order. This works great on the lead entry page, but when I go to merge duplicates, it puts the fields in left-to-right order. The groups of related fields get all mixed up with each other making it a big pain to run down the list and make choices about which record to use. I've added a few screenshots to demonstrate what I'm talking about.
How to hide complete activities in my activity tab
Hi, When I open up the activities it shows all the old ones and once something is complete i'd like it gone. I'd also like to change the layout and order of the activities page.
Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho Creator. Anyway, I would appreciate all the help. Thank
Custom Module Issues with Phonebridge and more
So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Potential - Closing Date
Is there any technical reason why the Closing Date field in the potential module needs to be marked mandatory and not able to be changed or moved? I am trying to use Zoho in a B2C environment where I am dealing with a large number of prospects at any given time, and it is not only unnecessary, but often difficult to predict an exact closing date for the sale. It makes much more sense for me to simply track the amount of time that has elapsed since that potential was last moved to a new stage in the
Deleting Products
Why I cannot delete products, even though no associated orders/quotes/invoices as it says in the message.
Moving a layout
I need to move a layout from Contacts to Customers. How can I do this? Also, with Zoho One, do we get unlimited contacts??
Tasks Isn't Updating Owner When Changing Lead Owner
When changing Lead Owners, the tasks aren't updating their owners. This happens randomly.
REPORTS
Hi, When I run a potentials report not all the potentials listings come through the project value against them? Regards Paul
Send email into CRM
Is there a way to send an email from Gmail, and have it integrated into a CRM record in Zoho?
Creating a completed task when an email is received
Hi, I'm a zoho novice, only started using it yesterday. I'm trying to figure out how to automatically create a completed task in a Lead/Account module once an email is logged using the outlook plugin. i.e. Sales person sends an email from outlook, sends to Zoho, email gets attached to the Lead record and what I would like is that a task is created/completed with the subject Email Sent. Is this possible and if so could someone point me in the right direction, Thanks Michael
Is the 50 tag limit per record, per module, or system-wide?
At what level does the 50 tag limit exist? Is it a maximum of 50 tags applied to a given record (e.g. contact) from a total available tag set of >50 Is it a maximum of 50 unique tags available to records within a single module? It it a maximum of 50 unique tags available across all modules?
Reply emails in Email within Accounts
Hello, I have a personal POP email account tied in with Zoho CRM, and I send emails within Zoho CRM. I get the stream of the sent emails within Accounts, however, the responses/reply emails do not show up. Is there a way for both sent and received email stream to show in Accounts? Thanks!
ZOHO CRM/Account is INACTIVE?
When I try to login to my account mpage[at]yourwayhome[dot]co it says the account is inactive. I have no emails from ZOHO or anything discussing why the account is inactive. I need this fixed URGENTLY my ENTIRE business rides on the data that is in that CRM. The email was formerly [at]americandreamls[dot]com but we changed the company name. Please I desperately need to service my clients and there statuses are all in that account.
Next Page