Download multiple files from CRM?
Hello, Is there a way to download multiple files instantaneously from Zoho CRM records? In other words, if a deal has several attachments, how can I download all of the deal's attachments at the same time rather than one by one? Thank you!
Google Voice Extension for CRM
I, like many others, use Google Voice as opposed to Skype. I've been through older posts (some from 5 years ago) concerning the use of GV within CRM to make & receive phone calls but I'm still not clear on how to accomplish that. Is there a native GV extension that needs to be installed through the Zoho Marketplace or does the extension need to be obtained/installed from elsewhere? If there are detailed instructions on how to setup the use of Google Voice within CRM I would appreciate being directed
Automatically assign leads to campaigns
Hey guys, is there a way I can automatically assign leads into a campaign? let's say I'm running Facebook ads driving traffic to a landing page with a web form connected to Zoho, I want these leads that I'm generating automatically assigned into a campaign called ¨facebook".
Roundrobin Lead Assignment
When I did round robin lead assignment to my 3 sales men, the 4th lead is coming the administrator and 5th to the Manager instead of going to the 3 sales people again. Am I doing something wrong with the lead assignment rule?
Price books in different currencies, different warehouses and warehouse transfers, landed cost
Hi Zoho team, your CRM is very powerful, but we new diverse business, we need some new functionalities as well. Is it possible to create price books in different currencies? Can we maintain the stocks in different warehouses, and have 1 warehouse ship something to the other? Also is it possible to calculate landed cost with Zoho CRM? Do you have any time lines for those suggestions?
Advice for an IT consultancy firm considering CRM Plus
We are a small consultancy (7 people) that work with Microsoft technologies. We have many small projects running at any given time. Timesheets are very important to us as that is how we bill most clients. Our main requirements (in order of importance) are: Timesheets for projects and support requests Project planning - particularly looking at what resources are over/under used over the next 2 to 6 weeks Task management for projects, support requests and bugs Helpdesk for clients to log and track
Issue with Web form - Captcha Image - Required Field - Redirection
Hi there. I have created a web form and included captcha in it but the captcha image is not showing on website. https://www.moonly.in/get-in-touch/ Also I can't mark certain fields in web form as required. There is another problem with redirection. The moment I submit form, it redirects to https://desk.zoho.com/support/WebToCase and gets stuck there. How can I resolve this issue.
Multiple Calendars
I would like the ability to create multiple group calendars. Many businesses have different departments and not all activities pertain to the other. For instance, I am working with a company that provides parts to different construction projects and we perform installations. We would need a calendar for the bid process as well as one for installation. We might even need a third for engineering and project management. Currently users can only create events under one calendar and as you could
From Field not sohwing my email address as an option
Hi, When trying to send an estimate from Zoho CRM (via the Zoho Books integration), the drop down field in the email template will not show my email address. It only shows the addresses of the two other administrators. So I cannot send out emails that are coming from me when I send estimates... The one solution that seemed promising was to create an Organizational Email for my email but that does not seem to have had any affect. Looking forward to resolving this as I cannot send out emails to customers
CRM functionality
I am a salesforce developer. Zoho also has an same platform. What will be a difference between these two CRM? I need only merits not demerits.
Contact Duplications
Hello, When I add a contact from outlook to Zoho, I often accidentally create a duplicate contact in Zoho because the contact is spelled in all caps in Zoho, but when I add that contact from Outlook, its spelled lower case. what can be done to avoid this
Confusion!
Hello ZOHO Team, I have read ZOHO features and pricing but that is very very confusing! I just want to ask that if i buy 1 crm plus i.e (60$/month), then how many users can i add in my help desk and projects.. Will appreciate your detailed reply!
Event Management & Planning
I am new to using Zoho and helping a client get the most out of her Zoho CRM. I want to be able to setup tasks/tracking associated with Events ... for example, for each 'Event', I want a series of tasks that must be completed in the lead-up and post the event. Each task would have a due date in relation to the event (ie. 1 week before event, 1 day before event ....) . Ideally, these tasks would synchronise with my calendar also. I would be absolutely thrilled if someone could please steer me in
Unfuckingbelievable
For the last six or seven months, we have been experiencing missing emails within Zoho CRM. These are emails sent to our Organisation Email. After four or five telephone contacts with Zoho and a few worthless, also worthless, chats, I learn that the Zoho CRM organisation email address will only display or capture inbound emails sent in reply to an email originating from us. That is, if someone, a client say, decides to email us using that email address Zoho CRM will NOT capture it or display it.
No response from Zoho for months????
Any chance you guys can respond or at-least acknowledge below post: https://help.zoho.com/portal/en/community/topic/lock-down-records-at-the-end-of-its-lifecycle#2266000010001574
Zoho CRM - Multiple accounts
Hello, I'm new at Zoho Crm, so im sorry for the noob question :) I belong to a marketing agency with mutiple clients, and i want to implement and use zoho for them. Can i use an account to have mutiple accounts/brands? or should i create a new account for each of my clients? thanks
Formula based on status of Checkbox
Hi, I have been trying to create a formula that calculates VAT costs based on the status of a checkbox. I have 4 fields in the module.... VAT - This is the checkbox that indicates VAT is applicable Amount - This is the base amount of the order Total VAT - this is the cost of VAT based on the Amount field Total - This is the Amount + Total VAT I keep getting 'Incorrect number of arguments' Although it's very possible I'm approaching this completely the wrong way. Here's me trying to calculate the
Mass update the field value to Null/None
Hi, I tried to mass update the value of a field to Null or None. That field is an option field. I just want to delete all the values in there because the values in there are not applicable anymore. For that field, it is not required field and I want to leave it empty/null/none for some accounts, so I can't really update them into some other values. I know the system have a default value of -none- for the field, but I just can't mass update into it. I tried using Mass Update button in the Account
How to always and only send Email as IMAP user?
I need to send an email from outllook OR from within crm and have crm treat either method as the same "Sent From"....either "IMAP Shared User" or "Email Sent From CRM." When I click the email address that appears in Contact List View, it spawns Outlook...this is fine. When I click the "Send Email" link from within the Email section of the Contact record it spawns the Zoho email editor/sender. How do I make that link spawn Outlook OR make that link send as a "IMAP Shared User"? Most of the time I'm
Rejected Emails not being seen by Sender
Emails sent from within ZOHO CRM are not being sent to the originating sender. We have tested this and find that if you send an email that is to an address that is misspelled or not existing, then there is no notification to the sender. The sender assumes all emails in the CRM are valid when they are not. It is imperative we know when an email bounces back in order to maintain a clean database. Can anyone advise if there is a configuration on the user side that we may be missing, or is this a shortcoming
How do I make a custom time stamp field in zoho
I would like to track everytime my sales team gives a demo to a prospect. I would like to Make a custom field so that all the sales team has to do is select a date and time each time they have a demo. Then i would like to run a report on how many demos given per prospect in a given week.
Tracking amount increase/decrease
Hi everyone, I'm looking for a way to be automatically notified of a larger-than-normal decrease/increase in the value of our Quotes on the CRM? Essentially, I would need to know when the Quote amount drops down by more than X & for the notification to display the previous amount along with the new Amount, something like: === Message Alert: Quote Increase/Decrease This Quote {QuoteName} has decreased from XXX to YYY - Find out more on {LinkToQuoteOnCRM}. === End of Message Anyone faced this? Any
Layout Customization
1.Can we add new section in Event module Layout in zoho crm? 2.whether zoho crm having File Upload field or not?
Calling from and to ZoHo CRM
I have a question about calling from ZoHo CRM as a European Zoho customer (Netherlands). What is the best phone provider for me to use and why? The phone systems I see on the Zoho list seems to be made for customers best based in the US. I'm also a smal business and don't have a reception. At this moment I’m using Skype. Thank you for the assistance! Martin
Email Templates in CRM
1. Facility to Clone an email template and save it in different folder. Example Clone an email template in LEAD and save it in DEAL. 2. Facility to add Check boxes and Radio buttons for recipients to select from a list of choices in the email
How to Create a task and assign it to a user in Zoho CRM
How do I get this done? Kindly help.
Webform information is not coming to zoho leads
Hi, I am handling my client;'s Zoho account. Client has used webform for contact form, and also in their PPC forms. Contact form http://www.oxyhealth.com/contact_info.php PC landing page: http://www.oxyhealth.com/rfi.htm http://www.oxyhealth.com/rfi5.html http://www.oxyhealth.com/rfi4.html http://www.oxyhealth.com/rfi3.html http://www.oxyhealth.com/rfi2.html Can you guys help why the information from the webforms are not coming to Zoho? Thanks
Apply Automation workflow based on email status from CRM
Is that possible to apply an automation workflow based on the email status sent from CRM? In our case, we'd like to send an email to the internal team if the email status = delivered/opened / click, if that is possible how can i set this up? Thanks.
Outlook email integration
In the lead area, how do I integrate Outlook so I can see all the emails associated with the lead?
Modify "Calls" Module
Hello Zoho CRM Support, Is it possible for me to make changes to the "Calls" module? I would like to modify or add a checklist for call results (so they don't have to be typed in every time). I would also like to rename the module to "Phone Calls" instead of "Calls. It seems like I am not able to make any changes to that particular module.
I cannot add a new user
I find your system extremely annoying and the fact that you are not open at the weekend appalling. On my account I have three users - two of them have the wrong email address and consequently they are not using the system You are costing me time and money. I tried to add a user with my domain and it does not let me. All it does is cost me money.
How to filter and export records?
We're looking to tidy up duplicates in Contacts module and would like to export out each contact record that doesn't have an associated Potential and delete them from the CRM. Is there a sane way to do this? We tried de-duplicating in the CRM but that still leaves us with 1000's of records to manually review and merge - so that is a no go! While there are filters in the contacts module that allows us to filter out contacts without any potentials, there is no way to export these!
Function to Update Field
I would like to create a function that calculates age in days from a known field and then populates the information into another field. The formula for calculating the field would be: Abs((Datecomp(${Design Requests.Date Submitted},Now())/1440)) My question is how do I create the function and implement it on a schedule so that it updates those values every night for reporting purposes? Also, only records in a specific stage would need the calculation done.
Giving unique name for excel export files.
I extract the relevant sales pipeline reports for a fixed time period as an excel file. 1. I have created a weekly pipeline report which is sent by email every Friday. 2. this file along with other data is linked to an excel dashboard file. 3. During our weekly meet this helps in getting a status of our sales pipeline salesman wise, product wise, area wise etc., along with region wise sales in the Excel dashboard. My problem is this. ZOHO CRM has a unique way of naming the export file (some random
Lead Prosess
I would like to be able to create a process from leads. - when a lead is created, I would like to be advised of the lead creation and in the email be able to know the name of the lead and who created it, I have not bean able to create this on my process. - Is there a way to create a Module that will do all this once the lead is created, we need to advise 2 people that this lead is created and it only lets me do one?
Automatic information from Product to Potential
I need help on how to assosiate certain fields to automatically retreive infromation from a Product and fill in fields of a Potential. Does anyone know how to do this?
Disabling or removing salutation in Zoho CRM sync with Google
For some reason after I sync my Zoho CRM database with Google contacts, the first name of the Zoho contact is duplicated in the Salutation (Prefix) field in my Google contacts. So, the contacts in Google will look like this "John John Hancock". My question is, is there a way to specifically map the "Salutation" field to the "Salutation (Prefix)" field in Google? When I click on edit sync fields, under Google there is just the field that says name. It does not have a field for "Prefix" or "Salutation".
Emailing invoices and cc
When emailing an invoice or quote you have to hit the c.f. or bcc button if you want to send to more than one person. In the previous iteration before the big great update about a year ago,the c.f. and bcc were always open on the email and even had last contact show up so you only had to enter one letter and the email address popped up. All our invoices and quotes are cc"d or bocce would love that feature restored
Push Data Into Another Module
How can I push data into another module, specially address information?
How to import data to maintain relationship between contacts and products
Hi, I'd like to move the management of contacts and the products they buy from my Excel spreadsheet into Zoho CRM. I understand how to import contact records or product records from Excel or .csv into Zoho CRM. What I don't know how to do is how I maintain the relationship between contacts and the products they have bought. For example, Contact A has bought Product 1 in 2015 and Product 2 in 2016. I could do this easily for a few records but I have hundreds of contacts and many products. Is there
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