Email from Module
Hi, I.m hoping someone can help me, when I email a contact, lead or potential, I can only add a BCC from the same field so if I email a lead from their details in the crm, I can't say bcc someone from the the contact list, how can I do this
How do I map fields for a New Task?
I have mapped all the fields for Lead > Acount > Contact > Deal, however I am not able to see where can I map the fields for new task? I want some of the Contact fields to be transferred when creating a new Task. Thank You.
What do I do with leads that I do not want to convert?
What do I do with leads that I do not want to convert? I have several prequalifying questions and I ask these questions from leads. If they are not prequalifed, what do I do with them? Just delete them?
How should I categorize my contacts?
After every conversion zoho crm creates accounts and contacts. Now I do not know which one is customer, which one is prospects and so on. What is the best practice for this matter?
Announcement: 3DES deprecation.
Dear Customers, As an important security measure, we are deprecating insecure cipher connection mechanisms like 3DES on Feb 10th 2017. Will change this affect you? API users : If you are using API's using insecure 3DES cipher protocols, they will not be supported after the deprecation. Please update your API's to connect via AES (126,256). Refer the following to set the cipher suite for the language you are using: Java - Set the cipher suite in javax.net.ssl.SSLSocket. Ruby - Set the preferred
Mass Deleting Imported Leads
Is there no way to mass delete more than 100 leads at a time? I imported over a month ago so there is no way for me to revert back. I can't believe no one can do this - surely other people run into this issue.
Tracking Products Owned
What's the best way to track products that an account owns in CRM? Adding a product to the account would seem logical, but from what I can tell you can't create workflows off of the products owned and you can't mass assign products to imported accounts. So, it seems like there must be some other best practice for tracking the products that an account owns. One that gives more flexibility.
Visits in CRM not visible
Two of our non super users cannot see "Visits" in CRM (coming from SalesIQ). They should have full access to everything, but "Visits" are not part of their view on CRM ?
Dynamic date fields - work arounds
Hello Community Does anyone have any good work arounds for the lack of dynamic date fields in CRM? I want to be able to create reports and formula fields for things like: A particular date has expired ie: Today > [Date field] A particular date has not yet expired ie: Today < [Date field] A customer record has had no activity for x days A list of customers bought from me more than x days ago eg: customers who have not bought something from me, based on a date field, for more than 1 year Technical
Error de procesamiento
Estimados, saben por que sale este error.
Account showing as inactive
My other account userid :clicknetllc@gmail.com is showing inactive. I use that extensively everyday. I have several employees using it. I use the zoho subscriptions as well. All my clients information is in tjere over 500 accounts. I am freaking out, it is saying that my account is inactive. Someone please teach out to me and let me know what the heck is going on.
SalesInbox Activation for ZOHO CRM
We are on Enterprise CRM and I was looking at the SalesInbox Email tool. If I request access, will this effect all my users? Or do I enable this for each person? I have one user using POP3 because she needs the email button. Will this switch her automatically to SalesInbox if Igain access? Lastly, the rest of my users are using Imap... Happen to them? Thanks!
Email Insight - Track Each Email Open and Each Link Click
I suggest adding a feature so that the date/time is logged for each time that an email is opened and each time that a link is clicked. Also, if there are multiple links in an email, track date/time that each link is clicked. Provide the same information for email attachments This could be reported as a summary in the Email table for each lead page or contact page. A detail for that email would be available by clicking on the email to access a report for the Opens and Clicks. I use Bananatag,
How to Make Banner Message Go Away! ("We've made some updates and squashed a few bugs. Reload the page to see what we've improved.")
Hi I am sick of seeing this message: "We've made some updates and squashed a few bugs. Reload the page to see what we've improved." every time I log in or reload a page it seems. Any chance you can turn it off? It blocks the top of the screen and is a real annoyance! Thanks
POP Up BANNER advertising should NOT be displayed for people who pay for the Professional Account!!
I'm paying for the Professional account. I am not using the free account. POP Up BANNER advertising is fine for the people who get the free account. NOT for people who pay for the Professional Account!!! This is really NOT PROPER.
Giving access of deals, leads and accounts based on certain criteria
Hello, I have a partner who needs to have access to only specific accounts, leads and deals. Do let me know how this can be achieved. I understand this may not be possible in free edition. Do advise if this is possible in Standard edition. Here is a more detailed explanation of my problem. 1. We sell products from multiple partners. 2. For Leads section, I can select the Industry and if a particular industry is selected, my partner should be able to see only that lead. 3. For Account, I can select
Blank Fields in Self Created CRM Report
I finally figured out how to get notes into a report, all info I request to show is there, I see the field for Account Name however that field will not populate. I do have an account name tied to the deal & am pulling in the notes made under the deal. The Account Name will not show in the field though, please help! (See below) Thank you!
Duplicate Leads?
How do I prevent duplicate leads from being created?
CRM difficult to access
When I open CRM I get the black backround sales screen for CRM. Even though I am signed in, if I click on access CRM, I get the same screen. Finally, after doing this several time, I get the program. Is this a new bug? How to access?
Can't create formula always get error
HI there, I'm trying to create a custom Deal layout, and one of its fields it has to be a sub-string of the account name (the first 3 characters, let's say the Account name is JackDoe the sub-string will be Jac), so the formula goes like this: Substring(${Deals.Account Name} , 1 ,3 ) and I get: Make sure you choose a Formula Return Type that matches the type of data your formula produces. (e.g. If your formula returns a string, then you should choose a Formula Return Type. string) So I tried: Substring(
URGENT: Account is inactive
I am trying to login with my email: adi@ndmails.com - But it says account inactive. I had to create a new account to post on the Forum. Please resolve asap. I've also sent an email about this. Thanks.
Can you transfer data from one Zoho CRM to another CRM system?
Hello, We have created some folders and organizational structure as a try out in a CRM system. This went really well and we would like to transfer this layout / structure to another different new Zoho CRM system. Is this possible? Thank you in advance for any ideas or solutions Regards Christian
Convert option into instant action : Mass conversion ability
Hello, I sampled to create an automated rule to convert leads into contacts. So I have used the workflow rules functionality. I strictly followed the online documentation to create this new rule (available here : https://www.zoho.com/crm/help/automation/workflow-convert-records.html#Map_Custom_Fields) But Into the instant actions area, I cannot see the option Convert. Does this option still exists or if not, do we have to use the custom functions ? Thanks for yours answers
Convert option into instant action : Mass conversion ability
Hello I tried to create a specific rule in worflow rules area. My purpose was to convert automatically leads into contacts with conditions. I found on your online documentation a section which explains you can use the function "convert" in instant actions areas. But when I follow the instructions and try to add "convert" in the instant area, it doesn't display in popup menu. Does this functionality still exist or do we have to create a new custom function. For the record, this is the link to your
Convert option into instant action : Mass conversion ability
Hello I tried to create a specific rule in worflow rules area. My purpose was to convert automatically leads into contacts with conditions. I found on your online documentation a section which explains you can use the function "convert" in instant actions areas. But when I follow the instructions and try to add "convert" in the instant area, it doesn't display in popup menu. Does this functionality still exist or do we have to create a new custom function. For the record, this is the link to your
Info Missing
We've entered up scheduled follow up calls and meetings into customers and for some reason they keep disappearing.
Link vendors products to our products & Hide them on the quote/invoice.
Hello everyone, I am testing Zoho CRM at the moment to know if it can fit the business of our company. I have a question about Product & Vendors which seems pretty basic to me. In our society, we (sometimes) use vendor services to accomplish the service we sell to the clients. (for example : a part of the service we sell is done by a vendor abroad) Then we don't want to display the vendor product on the quote/invoice as it is our own internal business but we still need to know that we use that product
Blocked in CRM
Hello, Our company recently take Zoho as CRM. But one of my coworker is blocked on this page. What can we do? Regards.
Tracking event registrations in ZOHO
What is the best way to track event registrations through Zoho. Attendees will be registering via a wordpress site. Can i simply create a campaign, associate a Zoho contact form and embed in the registration page on wordpress.
Trial CRM Plus -> CRM Professional
Hi everybody. I`m using Zoho since last week and still have 7 days on my trial mode. I've tested Free, Standard, Professional, Enterprise and finally CRM Plus. I think the best one for me will be CRM Professional. From Free to Enterprise, I was swithing between versions in the Setup Menu. Now that i've switched to CRM Plus and i can't go back. Can someone help me on how to go back to Professional? Thanks a lot!
Recurring Task Checkbox
Hi Zoho, I am looking into whether it is possible to create a recurring (e.g. weekly, monthly) task in Zoho CRM. In this Knowledgebase article on Recurring Activities, it would seem that this is possible - https://www.zoho.com/crm/help/activities/create-activities.html#Create_Recurring_Activities It seems that this should be possible. However, when go to create/edit a recurring task, I do not see the Recurring Activity checkbox that is describe in this article. Please see the attached screenshot.
Account Plans & Features
Is it possible to have two users on two different plans? For example, can the administrator be on the CRM Plus plan while another member in the group is on the Enterprise plan? Any help on this is sincerely appreciated!
Deleting Leads
I'm having an issue deleting leads. I am the "Super Admin" but for whatever reason can't delete any leads. Once i click the delete, it states that i don't have the admin rights to do so?
What do YOU put in a Deal's description vs in notes
I'm curious what type of information people put in the Description vs. the Notes fields for Deals. For instance, I would think the Description would hold details specific to the deal, whereas Notes gives updates on where/how the deal is progressing. Anyone do otherwise, and why?
Email Status filter not working properly
Leads module Email Status in the last X weeks and in the last X months are not working properly. Only in the last x DAYS works properly. Tested this with both sent and opened. Contacts module Only in the last X months doesn't work. Weeks and days both work. Again I only tested this with sent or opened. Tested in both Chrome and MS Edge.
How to create a recurring task or event
How do I set up tasks and events that take place periodically?
Sent out emails to multiple leads using an email template. Where do I see the list of people that email went out to?
Hi, I send out an initial email using an custom email template that I created. Now, I want to followup with them. Where can I find out who the emails went out to? I do not see anything in sent folder. Am I looking in the wrong place Thanks, Saroj
Work-flow automation for Emails
Hello, Have a rather complex question here... We are sending mass emails to our Leads as part of a marketing campaign. I want to make sure that we do not send emails twice to the same lead. Therefore, I created a drop-down field called "Intro Email" that we can mass update upon sending out the emails to select leads. My question - Is there a way to set up workflow automation to auto-update this field as we send the Leads a mass email? If you have any other recommendations as far as best practices
Google Adwords Tracking ID
Hi, Where do I place tracking ID in Zoho CRM? Tim
CRM homepage issue
Hi there, Today's event section is actually also showing yesterday's events. How can this be fixed? thanks
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