A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
Webform for Deals Module
Hello, I have created a new workflow whereby our Leads and Deal processes are combined under "Deals" - we want to be able to visualize the entire life of an engagement from start to finish in one place, without leads being separate. That being said, we currently use Leads-based webforms...what is the easiest way to go about creating webforms for our new Deals module?
CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
Selecting up to certain number of records in the view of the Module's records.
I have an interesting case. A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer. What needs to be done is: 5,000 Contacts out of the total segmented
Shared Field
Hello. We have a field in the Contacts module called "Referred By". There is another module connected to the contact called "Transactions and Properties" Is there a way to have the field "Referred By" also appear in the screen of the Transactions and Properties"? This would help us when running reports on closed transactions to verify the source of business. Thanks.
workflow and scheduled actions
I should be able to set workflow rules as follows: When> field Update + every time With scheduled actions For instance on leads: I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active. I would like to set up a workflow that does: field update: client status criteria: status = attempted contact and then a series of scheduled actions and then a second workflow for field update: client status criteria: status = long term and than a different
Emailing Limits
I'm confused as to what the total combined limits are for emailing from CRM. We're on the Enterprise version. We send emails via a macro which uses a template and updates a field. We also send emails via custom functions on custom buttons. And also use the standard Send Mail button. What are the daily limits for each of these and the combined total? Is it 1000?
How do I set permissions to...
How do I make it so that my org employees see only THEIR work in Zoho CRM???
wish - adding save tasks or set of tasks
I wish we could manually add saved tasks or a set of saved tasks - I know we can have it do it automatically, but there are some instances where i wish I could add it myself
Editing Calls
After making a call we want to create a follow-up call. However, your software only allows to "Save and create a follow up task." Can you create another opiton to "Save and create a follow up Call"?
Auto Contact Creation From Email Doesn't Pick Up The Name
Hi, I'm trying to create contact in CRM automatically when receiving an email. I'm using the Workflow Automation and set it up following https://www.zoho.com/salesinbox/help/zoho-crm/web/email-workflow.html Basically, I just want after receiving the email, a contact would be created automatically in CRM with the names (first name and last name into the right field respectively) and email address. However, CRM doesn't pick up the names properly from the emails, which makes the whole automation useless
In my form I can enter numbers along with the name field. I want only text no need to allow digits in name field what i do?
In my form, I can enter numbers along with the name field. I want only text no need to allow digits in name field what I do?
How to enable sync book PO with CRM PO ?
hi every, i try enable Sync transaction module between book and CRM , but i got errors : {"code":1000,"message":"Internal Error"} anybody know what errors i got ? and how to resolve it ? thank you!
Want some specific customization to your email template?
Hello Tech @ zoho, We are now frustrated by doing the same things without desired output. What is the point of using CRM when the first line of action by email is not attractive enough to draw leads attention all our work is useless.... 1. The Email template is having so limited option that all creativity goes down the drains... we cannot design template according to our company requirements. As html code is not fully supported... secondaly social network links can not be inserted in our email templates
Ability to link Zapier and other 3rd party functions to custom modules
It would be ideal for my business to link software such as Zaiper to custom modules and not just 'leads' etc. Would this be something Zoho will look into?
Is there a way I can deduplicate by partial name?
I'm wondering if there's a macro / rule I can set up to deduplicate clients by partial name? Sometimes when people are entering clients themselves they are forgetting things like Pty Ltd on the end of client names, so 2 client organisations are created that are actually the same.
New Customer .... what a mess
Hi I just started using Zoho and ...well... what a MESS !!!!! So after spending hours determining what solution i need after reviewing the thousands of modules like zoho crm zoho desk zoho finance , zoho books, zoho food, zoho travel , zoho zoo... i started with zoho CRM+ and Zoho books (still not subscribed to it though) And here begin the mess... So basically you go the zoho crm plus portal with a lot of features. Then you start eploring side addons like IQ (very good btw) but you kind of get out
As Admin, why do I get "access denied" to reports? I check all permissions and everything is set up correctly.
Please help! We can't access certain reports but all of our users have permission and it is set up correctly.
Preview the content of the email and add email related comments/descriptions
Hi, Is there a way to: show all the emails from different contacts on one tab if they're under the same account, and customize the display/filtering of the emails? For the majority of my accounts, there are multiple contacts with a lot of email interactions every day. So it isn't efficient to click each every one of them to view the details. So I want to see all the emails from different contacts on one tab if they're under the same account, and preview the content of my emails before I click
It would be good if custom fields appeared in Leads app
It would be good if the custom fields created in Zoho CRM Leads module carried over to the Leads app by default. Our organisation would like some control over the information being entered into the CRM via the business card scanning app. Currently our consultants have to click on settings in the app and select the custom fields for them to appear after they've scanned a card.
Can I Change currency in Standard or Professional Editions
I don't need to have multiple currencies as i only need the LE Egyptian pound. Can I still change the currency symbol to LE in Standard or Professional Editions ?
Plans to increase 50 tag limit?
Hello, I'm a photographer who works with a very wide variety of businesses. I tag the Account based on the type of business they're in. This is important for understanding where I get my business and for connecting others who are in need of a business' services. I hit my 50 tag limit almost immediately simply given the variety of business I work with. What's driving the 50 tag limit and are there any plans to increase it?
Add lead source from Zoho Desk
When contacts are created in Zoho CRM from Zoho Desk tickets, is there any way to label these contacts? (preferably the "Lead Source" field) I'd like to know what contacts are created from Zoho Desk. Thanks!
Formula fields
Hello, I am working with formula field. I would like to know how can i do this: If 'Rooms' is 1 'Percent' is 1%. I try conditional layout, but only allows me to select 1 number. Rooms is a Pick List. What would be the formula? Thank you
CRM roles : CEO
Hello, Is it mandatory to designate a CEO for the CRM? Because, when someone is CEO, the reste of the users cannot see what he posts, unless there is a way to keep the CEO role and to be able to see his work on the CRM. Thank you!
Why am I been charged $10 USD when the biweekly Backup Service is "Free" ???
Hi Since yesterday I have been getting Payment notices for $10 USD that you were not able to process because I have not given any credit card info, our company paid annually through one of your dealers, anyway you are trying to process a payment I did not agree to, we already pay for the Professional package I have set my CRM Backups to Bimontly because that is the maximum that you include without extra charge and somehow this month you are trying to charge me for it, why?
Recently run reports for all users
For administrative purposes is there a way to see which reports are being used by everyone? Recent reports is great, however it only shows reports that the current user has run. Audit Log only shows when a report is added or changed but not run. Thanks Glenn
Is there a way to update a Lead Owner once they have been converted?
I have mass imported leads to our CRM (on behalf of my organisation) and by default was selected as the Lead Owner. I then discovered these leads were existing accounts, so I have converted them accordingly. Once I converted the leads I changed the contact owner to the correct person owning the account, however when I set up dashboards on my home screen I can see it looks like I have converted 80% of the organisations leads. Is there a way I can change the lead owner so our dashboard statistics
Log daily activities?
Hi, I'm new to zoho. Is there a way for me to document the activities that I am doing on a daily basis? For example; Today called this guy and spoke to this guy. Went to this or that location. Thanks Jacob
How do I create a report of people I didn't email on a certain date on the CRM?
How do I create a report of people I didn't email on a certain date? Any guidance much appreciated. The email sent didn't go as a marketing campaign. It went as a mass mail out.
Can I report on total emails sent from external applications?
Hello, I'm just starting out with ZOHO, When I run a report to track number of emails sent, it does not include emails sent from a mobile device or outlook. It only seems to have ones sent from within the CRM. Is there a way to report on ALL emails? Thanks,
Zoho CRM and Zoho Mail Integration: Lacking Functionality
I am starting this thread to make Zoho Aware of area's where integration of Zoho CRM and Zoho Mail are lacking functionality. Please Add to the List so they are aware: 1. Tasks cannot be created from a Zoho Mail into Zoho CRM. Tasks created from Zoho mail are created in the parallel Tasks application which is not part of CRM. 2. CRM Document integration is not integrated with Zoho Mail. When you open an email attachment (Word Doc or Excel Doc) using the native Zoho Office programs, you cannot
Problems with Email Integration
Boa tarde! Tenho um problema ao integrar meu e-mail com o Zoho CRM, faço todos os passos certos, no entanto, ele apenas migra 3500 e-mails e nossa caixa de correio possui mais de 65.000 e-mails. Você sabe como resolver?
Deleted emails not showing up in ACCOUNT or CONTACT page anymore?
Hello, new user and have been looking around for this answer. If I receive an email from a contact, it shows up on their contact page in the emails sections. If I delete that email from my mail account, it disappears. Zoho doesn't store a copy of them email like other CRMs? Thanks!
Html In Email Templates
I would like to be able to post html code in one of my email templates but I can't find the button on the task bar. It does appear on the regular email task bar but not the one I am using to create templates. Thanks in advance.
Unable to tag other Zoho Users
I noticed today I was unable to tag other zoho users in cases while filling in notes. Usually I type in @(Insert Name Here) but nothing happens when I type in the trigger character. Any ideas as to why this feature stopped working?
Website and CRM Integration
Hello, How to synchronize membership website (where each member has his profile) with ZOHO CRM. Users will subscribe for free and paid additions. After payment or expiration their statuses must be changed in CRM too. Is it possible? What is the best advice/solution for subscription websites to automate sales and marketing activities.
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