Run Rule: When owner and created by are different
Is it possible to create a rule to send a notification when: Owner isn't = Current User For example I want to send a notification when a case is created for somebody else other than the creator. The only way around this that I can see.... is to setup multiple rules for each user. EG: Case Owner is = X AND Created By isn't = X Case Owner is = Y AND Created By isn't = Y It becomes very awkward when we have lots of users. Thanks for your help
Email Client
Is there any news of Zoho improving their Email Client inside of ZohoCRM? It is sub-standard at this point. Thank you Jeff
Date field automaisation
Hi, I have a date field under a custom Tab and would like another date field to be exactly one year after. But generated automatically. EG. Test Date=1/1/15 Re-Test Date= 1/1/16 ( this need to be generated from the test date automatically) Is this possible?
How to create an automatic email workflow once a lead converts to a contact?
Hello! I was wondering what the best way would be to go about creating an automatic email workflow once I convert a lead to a contact in CRM - Im assuming campaign would need to be involved?
MailChimp and Zoho CRM
Hello Zoho Team I would like to know if you can put in a Lead a checkbox that is associated with MailChimp, to obtain for example a mail from Mailchimp which was used checkbox. If this is not possible, one could associate a mail together, so that the check box has been utilized or not together with all other data. Best Regards Ebru
Un able to integrate Zoho CRM and MailChimp
Dear Support, I am trying in vain to integrate ZCRM with Mailchimp. MailChimp ask me to review my Username and password. I am a google apps user and my MailChimp account is Google Apps based. My Google apps account credentials are same with Zoho CRM credentials. Regards.
Mailchimp Integration with Zoho CRM - how do I know is it done?
Hello there, I did the integration between Mailchimp and Zoho CRM but I was looking for any feature/sign in either Zoho or Mailchimp against the records that the integration has been done. Is there anything particular that I should look for after I've done the integration which will show me that it is done? Thank you for your help.
Is there a way to sync zoho contacts to Constant Contact or Mailchimp
Is there a way to sync or otherwise link the Zoho contacts with Constant Contact or Mailchimp?
Login creds for Mailchimp integration
I am trying to integrate my mailchimp account with our zoho, and I don't know my username and password since I use google apps. How do I find this?
mailchimp
Is it possible to integrate zoho crm with mailchimp? I want to create onboarding mails when new users register at our community platform..
Can Zoho do what MailChimp does?
Mailchimp.com: Email marketing service from MailChimp. Design, send, and track HTML email campaigns. I really want to use ZOHO as my one-stop shop for all my business needs - and email marketing will play an important role in this. I need to be able to send HTML newsletters for monthly subscribers as well as send those emails to leads. Is this possible right now? Does ZOHO Mail even sync with ZOHO CRM yet? If so, how do you do this? For now, I guess I can use Mailchimp to create the online forms
Duplicate entries in CRM Reports
I have Enterprise CRM. When creating a report based on fields from Potentials. However when we generate the report, we are getting duplicate entries, refer attached. Can anyone assist please?
Can't access Task via link
Hi All, I've been experiencing this issue for some time, in a lot of different area's of Zoho CRM. When trying to access a link from another area, I receive the following: The record(s) you are trying to access is not available. Following could be the reasons: You do not have permissions to access this record(s). The record(s) could have been deleted from Zoho CRM. For example. I have just created a new lead (of which I am the owner) I have then created a new follow up Task. When I click the title
Create consecutive rows in the Inventory Templates
Hi, I'm trying to create a quotation template in Zoho Inventory Templates but I'm not able to create consecutive rows when I add more than 1 item in the quotation form. In the template just appears the first item and not the next ones... What I have to do...??? I also don't know how to fill the row background... can you help me...?? See the attached image Thanks Carlo
My mass email uses an @zoho.crm account rather than the email account I have specified
Hi, This is a 1 user system. The user has an email address associated to the account. @myaccount,com I create a template and in the From field I select the @myaccount address although I have no idea where this comes from. When I send the emails they are received from @zoho.com I see that the emails are being sent through zoho mail. I have set up an account for @myaccount and made it the default account for the @zoho,com account. But still all the mass emails are received from @zoho.com. What is
Linking one contact to another
Hi there, I'm sure people have asked this before, but I couldn't find an answer anywhere, even with the help of Mr Google. Is it possible to link one Contact to another? i.e. Contact A reports to Contact B? Any assistance greatly appreciated. Regards, Paul
Merge A MS Word Template Opens Three Documents
Hi, I have an odd problem that is a time consuming annoyance but am sure there will be a simple solution. I use MS Office 2016 with Word 2016 on an MS SurfacePro 4 running Windows 10.1 The Plug In for Office and Outlook is installed. The process is as follows: Open Word Got to Add-Ins Select Zoho CRM, then Merge Template First problem is it tries to open into 'Leads', but I want it to open into 'Contacts'. Would be nice to open into 'Contacts' Change to 'Contacts' Select Template, click Next Type
Zoho SMS and HIPAA
I have a couple of questions. Will SMS work with CRM? If not, what is required? Are Zoho SMS communications HIPAA compliant?
Contact/Account
Hello, Who can help me ? I don't understand, why when I create a new contact on the contact tab, the name of this contact appear in the account tab ? Thanks for your help. AMC
Zoho CRM stuck on "Please Wait" message right after login
Hello, Since this morning (France timezone), my Zoho CRM account is stuck immediately after login on a "Please Wait" message ("Veuillez patienter SVP...", since my language is set to French). We checked on Chrome, Internet Explorer and Firefox, the problem is the same. Nobody in the company can use the CRM. Is there an issue ongoing ? Do you know when the problem will be fixed ? Many Thanks,
NOTES: Save hardly ever works
I started using NOTES recently and was surprised to see that after saving my notes and reopening them later, most of the information had not been saved and I had to start over, trying to remember what I had written. I tried it again and again, only to find that most of the time, clicking 'Save' or 'Save and Close' doesn't do anything. Then I came to this forum and found that similar questions from 5 years ago had not been answered. By the way, it should save automatically. You shouldn't have to remember
Additionally
Additionally- How to define while converting 'lead' to becoming a 'Customer', rather than a 'Contact'?
No Events and Task Sync in Android App
We use both IOS and Android CRM apps. The new design is great. I mean it! But... the only problem, but very very very frustrating, is that CRM Events and Tasks are not being sync to the android app. It works with no problems in Iphones. Are you guys aware of this problem? We need a fast fix for this since our business is pretty much operated through cellphones. Thanks!
Updating Stage Probability (potential form)
I´m trying to modify the stages in potential (add /delete or update the field name), and an error appear when I click on submit button. The error is "Error occurred while updating Stage-Probability-Mapping".
Unable to input more than one character in fields under Account section
Does anyone know why we can only type one character in various fields when in the Account section. We can input data fine under all the other sections such as Leads and Contacts, so it seems really strange.
Can anyone help with importing .xls files to CRM? It has worked previously
I am using the free version of CRM with 9 users. About 8 weeks ago I managed to import successfully 250 records from an Excel file. Today I cannot get the import feature to work and there are no error messages. I have tried .xls and .xlsx Both files have less than 1000 rows and are less than 5MB.
Create a Contact view based on Campaign Member Status
Hi, I'm looking to create a view that shows all contacts that have opened an email from a campaign which is indicated by the Member Status field under the Campaign section of the contact. This field is not able to be selected as the criteria for a view, is there a workaround for this? Thanks
"File Should Not Contain More Than (x) Rows" -Help
Hi. No matter what I do, no matter what I am uploading, regardless of how many rows there actually are, all I ever get when trying to upload new contacts into the CRM system, it tells me that the "File Should Not Contain More Than (x) Rows." Can anyone help? I am trying to upload (maximum) 30 contacts at this time. I have uploaded more and less before, but now something is not working. It could be me that is not working properly and I have overlooked something, but I could do with a bit a help. Thanks.
email groups
I have just signed up and cannot find anyway of creating groups of email addresses for contacts who I regularly email. In my gmail account, I have one group of 11 I email once a month. Some contacts are in more than one group. I'm in the professional crm trial. How do I set this up in my Zoho mail? I've spent hours trying to figure this simple task out, help! David Jones
Move from lead to account
It makes sense that a lead or prospect would become an account or customer but I cannot see how to transition the information without re-creating the file. Any answers?
Help getting the landing page URL on webform to work
My website is built in Business Catalyst. I have created a webform to lead and placed it successfully onto a page. It is delivering data into Zoho. The problems is with the landing page URL I have created a page on my website and used that URL But when I test it, I get a browser (firefox and chrome) error saying that the connection is not secure. Firefox then says that the error is "about an invalid security certificate. The certificate is only valid for the following names: *.worldsecuresystems.com,
I can't see the Live Chat Option
I used to be able to see the Live Chat option within Zoho CRM, however, I can't see this any more. Please assist.
Lead coming in from Zoho Survey not following lead assignment rule
I just wanted to confirm that a form that is submitted via Zoho Survey "qualifies" to trigger a Lead Assignment rule in the CRM? ...it does not seem to be so....a Survey is submitted with a hidden custom variable that populates the "Company Name" with something like: CHANGE ME I then set up a lead assignment rule that says: if a lead has "CHANGE ME" as company name, assign to UserX. The problem, it is not being assigned to UserX, it is being assigned to the person who created the Survey. I <could>
Is it possible to create a DateTime field that has validation?
I.E. We need a DateTime to schedule future events for our staff members. Currently, the DateTime fields are all setup and functioning however, They would like the DateTime to not allow for a day prior to one week in advanced. Is there a way to not allow or to auto update to 1 week from today for the value of the DateTime field? Please, let me know if this is possible.
Customised Send Email Quick Action
Hi, I was wondering if anyone knew if it is possible to create a custom link that uses the "Send Email" quick action link but adds multiple addresses. The quick link is basically https://crm.zoho.com/crm/EntReply.do?action=compose&entId=[contactid]&module=Contacts&entEmail=[contact-email-address]. I have tried various ways to add multiple addresses and they have all failed. Probably not possible but thought I would ask anyway. Thanks, Michael
Setting up Emailing from Zoho
I'm able to email from a contact in Zoho but when a Colleague tried it he was not able to. What do we need to do to get his computer configured properly? He's using Google Chrome as his browser and gmail for the email.
Zoho CRM - 'Stage-Probability Mapping'
Hello Within 'Stage-Probability Mapping' I have a numerical value ('Probability' the deal will come through) thats dependant on the value of another variable ('Stage' of the deal). IE: Stage = 1. Opportunity, Probability = 10% Stage = 2. Scope Agreed, Probability = 15% Stage = 3. Sent Proposal, Probability = 20% etc... This is great. However, sometimes I want to manually insert a different value for 'Probability'. I will naturally feel more confident of closing certain deals. How can I manually insert
Adding a field
How do i add the email field to accounts module. It is in leads module and i need it in both
Zoho Support tickets not appearing in CRM
Hi When I add tickets for accounts and contacts in Zoho Support they are not syncing to my Zoho CRM accounts even though I have Zoho Support setup in the CRM
How to create group in Contact
How to create group in Contact so I can put the contacts in group
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