Add a common attachement to Mail Merge Zoho CRM
Hello I would like to add my T&Cs on all my quote. I know you have the function available for email but I wanted the print option. If I open Zoho Writer on its own, I can append a document; how can id do it within the CRM? Is there a code that I need
How to Mail Merge with Dynamic Images
Hello Im trying to update a mail merge letter so that each letter has an different image pulled into it for the specific recipient record. The images filenames are all named as a specific zoho record reference number (e.g.REF1.jpg, REF2.jpg, REF3.jpg....)
Parsing ShowingTime Emails
Background I am a real estate agent who has houses listed for sale. We have a system called ShowingTime that manages requests for showings on the listings. ShowingTime is third party app that does not have API. Note: I am not a programmer, I am a real
Zoho Campaign and Zoho CRM sync / unsubscribe
Hi all, Simple question here. If a contact is marked ''unsubscribe'' in Zoho Campaign, is he blocked with regular email in Zoho CRM ? Thank you,
Creating a notification
How do I create a notification on lead calls: If any customer asked for callback on particular time time. If any customer asked to schedule lead calls monthly, weekly
Having folders within file attachments in Zoho CRM?
Hi guys, anyone got any ideas for organising file attachments within the CRM? It gets pretty unmanageable once you have more than 5 attachments linked to a single record. Documents would work except they don't seem to be linked to a single record. --
Wizards
Do I understand this correctly, Wizards are only available when manually creating leads? We are have most of our leads entered into the CRM through a web form. So when we go into to work or update a lead, some of the information is already in the lead. But it would be helpful if the Wizards would be something we could launch when we are working a lead to ensure we got all the data, or just to better organize the profile into cards.
Enhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! Regulate
Update records using import?
I want to mass update records (or add a new field) in CRM from an excel sheet. I was trying to make it work via an import, but this only creates new records (even though the account ID's are in the sheet). What is the best way to mass update records?
Questions about WhatsApp Business integration
Hi, I have some questions about WhatsApp Business integration: - I need to send messages with WhatsApp Business through CRM! It's possible? - If yes, with which plan? - Can I automate WhatsApp Business messages sends from the CRM? Thanks.
Email Analytics: What is Total Records?
What is "Total Records" in the email analytics reports? For example, this help file defines Opened as emails that have been seen, and opened by the recipients. If you add up all the rows in the report, that is equal to the "total records" but what does
How do I subtract dates and times?
I have two dates - one is a start date and time, the other is an end date and time. I want to subtract one from the other so that I get the time difference between the two. I cannot work out how to do that...! Any ideas?
Reseller Program
Hello. I hope all is well. I have been waiting for a over a month now for someone to contact me regarding your reseller program. I did receive an email from Gary, but he is yet to return any of my messages. Last Saturday I had the distinct pleasure of hearing Raju talk about Zoho on a radio program. I am even more excited about Zoho now. I had wanted to talk about Zoho on my BlogTalkRadio program tomorrow evening, but can not endorse Zoho until I have a reseller agreement. Any chance of getting
Reassign leads, contacts, accounts and deals from a deactivated user
Hello there! Is there an easy way to reassign all of that from a deactivated account to a new one? I was trying to make a Change owner procedure, but because the account is deactivated I can´t find the information. Thanks!
Make Campaign Module Work in Zoho CRM
Hi, I am trying to figure out my use case for the Campaign module in CRM and I'm a bit lost on a few things. My use case is pretty traditional: - loaded prospects as "Leads" in CRM - Perform Telemarketing, send brochure via email, reach decision maker,
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Cancelling mass email
Hello, About the emails sent with Zoho CRM is there any way to filter by subject and then to cancel them all together? Thanks Marco
Best way to make a printable marketing flyer?
I know that I can do a mail-merge into Writer, but the creative options there are a bit limited. Is there any other option in the Zoho system where I can pull data from the CRM and insert that into a nice flyer? I will need image and text options in the
Can I track any email sent to an existing customer?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) as part of
Mass Transfer Deals from Company A to Company B
Hi, Is there a method where you can mass transfer deals from Company/Account A to Company B? (companies/leads, not Zoho user accounts) I know we will be able to do that by editing each of the deals, but I would like to know if there is a method to mass
Zoho CRM Interface Display Issues
I cannot get the CRM interface to look usable. For some reason, all modules seem to be compacting the labels into extremely small vertical areas, making the forms nearly unusable. I've tried modifying the modules and testing different screen resolutions
SMS campaigns in zoho crm
Hello, is possible add a sms campaign in zoho crm?
Related Records Action
My users are smitten with this filter. How best to locate the actual Related Record which caused this filter to "locate" it?
Mass Email Schedule Send is not available on Standard?!
I tried to set a schedule for mass email, but no option appeared. Is the schedule send feature only for ENTERPRISE or ULTIMATE plan???
Customizing auto-built "Contact Name"/"Display Name"/"Full Name" field in a Contact
In various places in the CRM a Contact's name can be viewed as an automatically-created, concatenated single field called Contact Name (for instance at the top of a Contact page, and under Contact Details), Display Name (in Settings), or Full Name (I
How can i send an email with the edited fields from a Closed Won Deal?
I already have a workflow rule set to send an email whenever someone in my organization edits a Closed Won Deal. But the email contains only the deal that has been edited, not which fields that were update. Is there a way that i can add the edited fields
How to get Zoho CRM parameters in an external url hosted widget?
I am trying to pass lead phone number to my widget which is hosted externally on my server url. Cannot find any solution.
Marking an EVENT as closed
Is there a way of marking an Event as closed once the meeting has been attended?
Call zoho creator form URL with in zoho CRM
Hi, I’m trying to access a zoho creator form through CRM. We already access the zoho creator report which contains all the records using: https://crm.zoho.com/crm/org772677320/tab/CustomTab1 but we need to access an specific record, we could accomplish
"Contact [field as lookup] cannot be deleted as it is used to filter records in portals"
see video https://workdrive.zohoexternal.com/external/a6e45cbfddf401740dc72cb65316f7bff24d2637df7f9f31ea872359632f3597
BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
Recieved Emails NOt Showing Up in Contacts/Leads etc
This must be something i'm doing but its bamboozled me. I have setup the mail addon. I can click the MAIL tab and the emails all show up great (i am getting them POP style from gmail). However, when I go into the relevent "contact" the emails are not
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
How can we copy/clone a custom module?
I have a question from my client if it is possible to clone a custom module like "Car Offers" with the exact same fields. They would like to have custom modules like Moto Offers, Boat Offers etc. The logic of using Layouts under one module does not work
Support for inventory template programming logic?
Dear Zoho CRM Team, Just an idea... It would be nice to use a invoice aka inventory template with logic associated with it, written with in the templates. If this is possible now please advise. Otherwise, it would be nice to be able to do the following
Have an html form that updates a specific Deal
Hi, We need the ability for a Deal's Contact to update 2 fields in the Deals module. Can we do this without using Zoho Forms? We cant justify the £7.50pm (Zoho Forms basic package) just so a Deal's Contact can update 2 fields. Perhaps theres a way programattically
Is it possible to allow my accountant access specific files in Zoho CRM
My accountant would like access to specific files in Zoho CRM. Is there a way to do this without creating a separate module? Thank you, Ron
cURL PHP - how to get a Deal's contact roles?
Hi I need to get access to a Deal's contact roles. (I assume the contact roles is a related list of the Deal). My code so far: curl_setopt_array($curl, array( CURLOPT_URL => 'https://www.zohoapis.eu/crm/v3/Deals/' . $_POST['dealID'], CURLOPT_RETURNTRANSFER
Can the "Application (Deal)" name be auto-number?
Hi, My current "Application (Deal)" name is required to key in something and the properties is marked as "system-defined field and cannot be modified". Can it be changed to auto-number? Thanks, Br, Andy
Track every email sent to client?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) automatically
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