How many Contacts can be applied to an Account?
Hi We are event organisers. Customers employ us to setup and arrange events for them. Im thinking how best to setup the CRM. The CRM needs to hold details about: The event (date, time etc) Our customers (People who hire us to hold events for them) Suppliers
Can you limit the number of custom module records to 1 per contact
I need to create a custom module, but want to limit the number of records to 1 per contact, is that possible?
Improving Access To Zoho Client Portal
Hi guys, We're using the CRM inbuilt portal quite heavily with our new use of Zoho (i.e: https://crm.zoho.eu/portal/XXXX/crm/login.sas etc) but have hit a major issue with userability. Once somebody is logged in successfully, it's fine and works great.
Ability to edit email templates for Client Portal invitation, activation, and deactivation
Multiple customers are asking me for this. A similar feature is already available in Zoho Desk (check the screenshot below). Please consider implementing it in Zoho CRM as well. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner Email
E-Mail Parser design is wrong and is never going to work for any customer
Hi, The way e-mail parser in Zoho CRM is designed, it will never work for any customer under any circumstances. The e-mail parser feature requires us to forward the mails to be parsed. These mails have to be sent to an auto-generated mail id. But we
Zoho CRM creates leads on facebook likes, but no Social channel settings in setup.
Hello. this is a follow-up issue on a topic that was marked as closed even though the issue wasn't fixed. To reiterate: everyone who likes a facebook post ad gets added as a lead to the CRM. this creates tons of useless leads. I've been told that it's
How to create a function and refer a specific record to a lookup field
Hi there, I created the function below that works quite well. The fuction is intended to copy certain fields from the 'Student_Quote' custom module to the 'Contacts' module. However, I also want this function to be able to populate a lookup field in
Mapping custom fields in CRM email parser
Hi there, I've got a form on my site that currently integrates with Zoho via API, but I'm hoping to replace that integration with an email parser and push leads to CRM that way. Sadly it seems that Zoho's email parser cannot map custom fields. In the
Assign Task to Dynamic User in Workflow
Hello, I am working on a module where there is a picklist and the request is to have the user that is picked be notified via email and assigned a task. I can create an email notification and assign a task through the Instant Action section under the
Importing My Leads from Excel - They all have the same created date
Hi, I have about a years worth of leads I'm importing from excel into Zoho. In Excel I have a column for MM/DD/YYYY of when that lead came to me. But when I import into Zoho, they all over October 10th, 2022. That's kind of worthless to me, because I
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, October - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
is there a la or oc ug
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Can I create a PDF template for all modules? (Export to PDF)
I want to create a PDF template for the Cases module. Seems I am limited to only email templates that do not size well when printing/saving to PDF. I also tried creating a email template using the "Insert HTML / Plain Test" feature but this method doesn't
Populating Account ID when importing contacts
I am moving records from zoho to another zoho. We are using our accounts in the new zoho which are being imported from quickbooks. I need to export contact from the old zoho and have them imported AND linked to the accounts in the new zoho. Is there a
Users managing different timezones
We have suddenly run into a limitation of Zoho CRM, and we are seriously considering searching for another CRM where we can solve this. Zoho CRM makes the following assumption: that users manage meetings between themselves and an external lead. So, Zoho
Subtasks in CRM
Can you do subtasks in Zoho CRM? If so, how?
Find and sort contacts by date created
Hi Me again. I have 6000 contacts in my crm, they all have scheduled calls against them thanks to help i have recieved here on the forums. I need to ask more though, I want to cycle through my current contacts and schedule calls for the sales guys to
Create report for number of leads assigned in CRM
We need to manually assign leads in our CRM. Is there a way for me to keep track and report the number of leads assigned to each salesperson is equal?
Celebrating our Zoho Community SuperBuds!
The SuperBud Program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs and ZUG leaders, have stepped
create a dynamic page with customer details
Hi there, we would like to create a (landing page) with some customer details (from Zoho CRM), at the minimum with salutation, pre- and lastname. In the best case we can include that page in a workflow in Zoho CRM. The logic behind is quite similar to
Zoho CRM Apis
Hello, I have to do a Hello world program , that transfers data to/from my Java Spring web application into Zoho CRM, using Zoho CRM apis. Can you please guide me from where i can start.
Zoho CRM Android App
Any plans on making Zoho CRM an Android app as well as an iPhone App??
How to import custom module records and assign the owner as the owner of the account?
Hi, I need to import a number of records into a custom module. The imported data does not contain a record owner column, so I need set the owner of the imported record to that of the account owner that the record is linked to (The imported file has an
Can't delete function that are not related to workflow
Hello, I have functions that are marked as used in Workflow, but the workflows have been removed. However, the functions used have not been released. How can I remove the functions that I no longer need.
Email parse function - improvements
Wow - I am impressed by the new email parse function in Zoho. https://www.zoho.com/crm/help/email/email-parser.html I have a request for an enhancement - please allow us to map to "Picklist" or "Multi-Select" fields.
Help - Zoho CRM and Forms integration
Hello, I hope someone can help me with this one... After converting a Lead into a Contact, I would like to send him/her an email template with a link/QR code to a Form with: Pre-populated basic fields that come from the Lead profile Many other fields
Is there a way to put a customer on "Hold" within the CRM App
Currently, I do not see a way within the CRM to place a customer on hold. We have run into the situation that when a customer does not renew a contract agreement in time or at all that the CRM does not prevent a sales rep from placing an order still at
How can I open The CRM Mobile APP with a link
is this possible? Opening an email link when a new reference alert comes in with the Mobile Apps instead of the internet browser.
Notification Emails but only once!
Hi, I've been asked to create a notification email whenever a sale has been "Completed" by a contact who falls under a specific account.. That was easy, however now have been asked to only send the notification the first time, and not subsequent sales
How to convert a contact into a customer
Hello, I have leads that I converted to contacts. I created some opportunities. Some opportunities were accepted and the contacts became customers. My problem: I don't know how to convert these contacts into customers in Zoho. Could you please help
Assign people and time tracking in Deals?
Hi there, Is it possible to assign people to Deals? and to time track what hours they spend on that deal? (I know you'd say that all that features are in Zoho Projects but I'd like to know if I can find a way of assigning people and time track in Deals)
Can I block the lead timeline?
Is it possible to block my salespeople from the lead timeline? That only I can see it?
Mapping Excel Sheet And Leads section
How to map the "multiple sections" option available in Zoho CRM in excel when you are importing the excel sheet?
time tracking on zoho crm cases
Is there a time tracking feature in zoho crm cases? I need calculate time spent in calls, tasks and events Thanks in Advance
Deal Activity Tracking - By Time
Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I
Employee Tracking
Good Morning! I have admin status on my account as well as my manager. She would like to be able to track what her employees are doing. See Leads, see their activities, track their calling and effort within zoho. Is there a way to Set up individual profiles
How to associate Supplier emails to a Contact's record
Hi, We're an event organiser. We have our customers, and we have our Suppliers. The Suppliers sometimes email the customers direct, but usually they email us about the customers event. At the moment we can see all IMAPed emails between us and the customer
Replicate Account Data in Contacts module
Hi I want to replicate a field details in the accounts module so that it shows in the contacts module. Is there an easy way to do this? Cheers Chris
How to choose layout when converting lead to deal
Hello, When I convert a lead to a deal I want to be able to choose which deal layout I convert to. The option is there in the conversion window but the box is greyed out and cant be selected. Please advise.
What are your incentive programs like?
Surprise! Our sales team is still not on board with using a CRM program. Old habits die hard don't they... After many attempts to find a solution, it appears we will likely have to use an incentive program. This is new territory for us, so knowing what to base our program is a big unknown. I am curious: How do you have your incentive programs organized (categories to base off of)? How do you make a level playing field when the roles of our sales staff vary (we only have 7 sales members)? Thanks!
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