Create report for number of times a campaign email is opened?
Hello, Is it possible to create a CRM report for the number of times a contact has opened the email campaign? I know it is possible to sort by who has opened, but we are looking specifically at how many times they have opened each campaign. This information is provided under the 'campaign history' section on the contact page, and has provided us with useful information. But currently the information on how many times they have opened the campaign email is only available when clicking through to each
Gmail Integretaion
HI, I just wanted to know that is it possible to send mails directly from google mail and then see them attached to specific leads or potentials? I want to be able to mail from Gmail and the mail should be attached to the particular lead automatically.
Email sync often stops for users for no reason
My users often find that their email sync has stopped seemingly for no reason at random times. They can go into the Emails section of CRM, see that it is days behind, and manually use the refresh there to get it going again. Alternatively they are able to go to mail.zoho.com and manually refresh from there. Has anyone else experienced this? What was your solution? I've contacted the help desk on several occasions and never had a true fix that has lasted for the users.
Company Information Popup
I've recently signed up for a trial of the Enterprise Edition. We're looking to move to the Enterprise paid version but I'm having as issue. Randomly the Company Information popup will come up and ask me to enter our company details which I've done many times. For whatever reason it doesn't save it and 5 minutes later it's back again. It's driving me a little crazy. If I go into Setup > Company Details the only field that's filled out is my email. If I try editing it there it takes me to a page that
all my open and closed activities are no longer showing in accounts page
Hi when i click into an account i normally scroll down and can see pages and pages of closed activities and open activities. Today they aren't showing anything, on each account page under 'closed activities' and 'open activities' it simply says 'no records found'. Please help, i fear all my account historys have vanished! Thanks Nicki
unwanted activities
I just created a new lead, then converted it into an Account. After I created it, I noticed that every open & closed activity that has been created by our sales team is attached to this new account. I started looking around, and many of our existing accounts have these same open & closed activities attached to them. It was not this way on Friday. Please help Bob Lanik
Sync Wordpress Users to Zoho Campaigns
Hi Team, Is it possible to sync existing Wordpress Users to Zoho Campaigns? My Wordpress users do not submit a form on the wordpress site so I can't use the standard approach of generating a form to capture the users into Campaigns. My Wordpress users are created automatically via another process and I want to add any new Wordpress user to either Zoho CRM or Zoho Campaigns. TIA, Ryan
tasks are all appearing in the wrong account
hello all, is anyone having problems with the CRM today ? all my opened tasks are appearing in the last account I created. Thanks
Social Integration
Hello I have Standard Edition of Zoho CRM and would like to use the Social Integration but when ever I attempt to Manage Social Accounts it takes me to a page that says Unable to process your request. I also have Standard version of Zoho Social is there any way to connect these or utilize any features? Thank you
CRM Support
Is anyone else having problems getting any CRM support today. I am not getting web chat responce and have been cut off from telephone support 4 times and tickets are not being answered today.
Missing leads in Zoho CRM
I have added leads into Zoho CRM and I can't not find them anywhere in our system. I have searched using the search option, filtered the All Leads view to see if I can locate it in the list and it is still not there. I have then tried to re-upload the lead via the import function and Zoho will not upload the lead as it already exists in the system. Please help!
Mapping and routing leads or potential
Hey there, I need information on mapping leads, if that's not possible then mapping and routing potentials, on my pc as well as a ios app for mobile. I did attend a Zoho webinar that featured a third party organization that featured mapping but can't find information on it. Does anyone have information on routing & mapping? Thanks
Barcode image on inventory template with variable field
Hi, I want to show a barcode for every product on a sales or quote inventory template. For this, I want to insert an img with the following source: https://www.barcodesinc.com/generator/image.php?code=Your Text&style=197&type=C128B&width=167&height=50&xres=1&font=3 I need to replace code=your text with a barcode field from products (products.product code). How do I achieve this? Thnks, Maarten
Zoho CRM and Vonage VOIP Click to Dial stopped working.. HOW DO YOU TURN OFF PHONE BRIDGE?
On Monday when I went to use my Vonage Click to Call with Zoho CRM it was no longer working. The Contact Page in CRM now has a DIAL icon next to the phone number where my Vonage icon was. I cant do click to call and we have a group that relies on this. Any idea why they changed this and if it can be fixed? UPDATE.... How can we turn OFF Phone Bridge? That is the functionality we DO NOT NEED. Thanks
Territories
Client has Accounts that overlap territories so need to assign by opportunity rule. Seems to work and then not work, turned off and waited for cache to clear but still a problem. Need territories by opportunity owner (manager) and then use forecast to set sales goal and track. Will get more granular by individual sales user once it starts working. Reaching out to support, getting different answers. Any one else having difficultly with Territories to the point beyond theoretical?
Zoho CRM phonebridge in trial version
Dear Zoho, I would like to go for Zoho phone bridge so please help me to do it on trial version. I can be reache on 919100983839.
Test emails not showing up - continued
I am having the same problem as discussed in the earlier string 'Test emails not showing up'. I have posted my query in that string but after 15 hours it is still 'awaiting moderation' so I've started this string to try and get a response. Furthermore, it is stated that the query raised in that string has been answered, whereas if you read the string it very obviously hasn't been. My query.... I sent myself a test email using a template and it wasn't received. When I sent the same template email
Clonar campañas en zoho CRM
Estimados: Estoy tratando de clonar campañas en zoho CRM y, sin bien he encontrado la poción, cuando clono una campaña (Campaña 2) no me carga los contactos de la Campaña de Origen (Campaña 1). Pregunta: la campana Origen (Campaña 1) necesita alguna condición especial para que me permita cargar en la nueva campaña (campaña 2) a todos los contactos origtinal (los que posee la Campaña 1)? Saludos y gracias por vuestra ayuda. Fernando Gil Argentina
I cannot see the Contacts Tab
I cannot see Contacts Tab and Contacts related list on Account.
Displaying other fields when associating product to deal/potential
When in the Potential screen, I have an option to associate a product. When I click that link, I get a modal listing products with a few different fields. How do I define which fields are displayed in this modal?
Can customers create/edit their own accounts?
I'm coming from CiviCRM where customers can create their own accounts and, once approved, can login to edit their own profiles. Is this possible in Zoho CRM?
How to restrict a user from deleting a Lead/Contact record in Zoho CRM if he/she is not the Owner of that record?
Hi, I am working on a project in which there are many user profiles, Let say 5 users. One of them is super-admin and others are Director, Sales Representative Outside etc. Each user can create and delete Leads, Contacts, Accounts records and known as Owner of those records. Now I want to make restriction on users, so that Only Owner of a record can delete record, Other user should not allowed to delete record if they are not the Owner of that record. How can I do this? Any help will be appreciated.
Use Merge Field for Subject Line of Email?
Can I use a mail merge field in the subject line of my email template? Thanks! Megan
How to make "mail merge template" using custom forms and their merge fields.
mail merge template includes only the crm data like accounts ,contacts, potentials.etc But i am required to have the custom forms while creating the mail merge template. Is there a way to do this or any suggestion.
New Version bug
I'm trying to prep for the new version that we will have to switch too next month, not sure i'm glad about being force to switch to the new version. I see we have a bug in our custom module. We have multiple custom buttons in one of our custom module. about 10 buttons with different automatic process. but with the new version we only see the first six buttons the others are not on screen. see screenshot of the open dialogue while I press the buttons...
Have a Business Day Feature
Can you make it so that weekends are eliminated from tasks with due dates that fall on a weekend? This feature is available in a much less robust CRM that Google offers, Insightly.
Zoho projects in Zoho CRM
If i look in my "accounts" tab , there is a list of max 10 projects which are related to the account. Unfortunately it does not show only the active projects but also the archived projects , so over time there will be more than 10 projects associated to a client and in the main screen. It would be helpful if i could see more than 10 projects and ONLY the active projects, or at least have an option to choose. After the update clicking on the arrow to go to the next 10 projects also does not work anymore
Multi-Person Tasks
Hello, I saw this posting a long time ago (https://help.zoho.com/portal/en/community/topic/save-and-create-follow-up-task). Has there been any implementation that would allow us to assign tasks to multiple people within your organization? It seems very tedious that we would need to clone tasks to assign them. As an organization that needs to collaborate, we need to be able to assign tasks to multiple people at once so that nothing is lost. Additionally, would like to see better 'User Mapping'
Merge Text fields on duplicate Leads
Hi, i want to merge a Project field for duplicated leads during my import or with a makro later. Example: 1) existing contact: Company Name Project Microsoft Brad Start 2) new field from excel sheet Company Name Project Microsoft Brad TEE Now i don't want to have a duplicate entry with the same company and the same name. Instead of this there should be following: Company Name Project Microsoft Brad Start, TEE Is this possible and with which custom post type? Or do
I want to mass-upload activities and link them to leads. How?
Could anyone provide a sample file (csv), which shows, which fields have to be filled to mass-upload activities and link them to leads during the upload? Somehow the lead information gets lost durig upload.
Can't edit "Description Information" in CRM Tasks
Can't edit "Description Information" in CRM Tasks - the pencil disappears when you hover near it
Workflow automation cancellation
How do I set up an automated workflow rule so that it is cancelled when a stage is closed won, closed lost, etc?
Cannot attach documents to emails
I'm getting an error message when trying to send emails to contacts with attached documents (cannot send due a problem with *filename) - I've tried different documents, so I don't think that's the issue (the file sizes are small). Any ideas?
Member Status Bounced: Remove those names from my email list?
I have a campaign we run once a year to a few hundred people via Zoho Campaigns and Zoho CRM integration. After I run the campaign any emails that were bounced that information gets pushed into Zoho CRM under the campaign member status. So far so good, however I can't figure out how to use that information to mass update those contacts. At the very least I want to be able to uncheck the box so they will get removed from my yearly campaign. What's the easiest way to do this?
Learn how to handle multiple sales processes with one CRM account
Zoho CRM comes with a range of customization features for varying business requirements. From creating custom list views to building modules from scratch, you can modify various aspects of Zoho CRM to meet your needs. The latest addition to this list of customization features in Zoho CRM, as you may be aware, is the Page Layouts feature. With Page Layouts you can handle multiple sales processes with one account, you can also give each team involved with a particular process the flexibility to organize
CRM Webform Hidden Field Issue
I've noticed that when I create a webform and add a field, set it to hidden, and choose the field response the form isn't saving it correctly. Example: I create a webform and add a drop down field for lead status and make it hidden. I choose Website from the drop down so that when the form is filled out and passed to CRM it will show Website for me under the lead status - but it won't show the field to the customer when they are filling it out. The problem is when I make a choice from the drop
Lead to account conversion email
What is the easiest way to set up an email notification to the client once they have been converted from lead to account. For example: Once sales rep clicks convert button in CRM and the CRM converts the lead into an account/contact we would like a Welcome Email to automatically go to the client. Any Ideas?
Zoho CRM Mobile Application Tasks
When will we be able to create a TASK in the mobile application that will send an EMAIL REMINDER on the date you want to execute that task? This can be done on the computer version but not mobile and is needed urgently. If I want to send myself an email reminder to go visit ABC COMPANY on July 5th I can't set that up as a TASK. Please advise.
if data suppression
Hello, I have some questions in case of data suppression following wrong manipulation or mistake (e.g.: excel file upload, mass data suppression etc) - Do you have a back-up for our data? - If yes, how can we retrieve the data from you, following the data suppression. - Process wise, is there a time limit? Thanks,
Filtering Activities
Is it possible to filter views in the Activities tab? Specifically, I would like to restrict some of the views to just Accounts, or to just Leads. In other words, only show, for example, Open Tasks for Accounts. Currently, it shows for Accounts and Leads. Thanks! David
Next Page