recipients/clients not receiving emails
Every now and then recipients of our emails, mostly our clients, do not receive the emails we have sent them for a period of time - for days at a time, sometimes weeks. Unfortunately we do not get any messages stating they have not received them, and
Consolidation of the list of sent / received emails in Zoho CRM
Hello, In Zoho CRM, it's possible to see all email associate to contact and account. But, the source of email must be, from CRM, from IMAP, From IMAP user XXX, from IMAP user YYY It's difficult to see all interaction beteewen the customer, and all
Elegant Comparator - Compare Among Users - Select Current Logged In User
Hi, I want to add Elegant Comparator component - With Compare Among Users and in the Select User Option, I want to Specify Logged In User. Please help. Thanks
More Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?
Customer segmentation
Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amount
CMS Customer Account Integration into ZoHo CRM
Hi There, Long time reader, first time poster. Q: I have a customer wishing to have their customer accounts created on their website to be stored in ZoHo CRM but without storing any personal details on the website CMS. This would require functionality
How to use a mailto: in Canvas?
How to use a mailto: in Canvas?
Change Layout Field Automatically after 2 weeks.
Hello, I have a field in one of my layouts that I would like to be updated automatically. For example. If a set the field to "Waiting for return", I would like it to change to "Lost" automatically after 2 weeks has past. Is this possible? Thank you.
Potential Contact Roles not working - Eg. Unable to associate contact with a role - Roles not displaying
Hi there. Please note that I have renamed my "Potentials" to "Jobs". I am unable to whilst working within the a Potential (Job) to associate contact roles with an associated contact. I have created a potential (job) In that potential I have added a contact the contact is displayed under the section marked Job Role I should be able to therefore to associate a job role with that contact. however When I click on the "edit all" neither Job roles or the Contacts are there or if click on "add contact roles"
A simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 is
Unable to delete individual Activities in Google Chrome
Unable to bring up the delete confirmation panel when attempting to delete individual activities in CRM from the activities detail page. This function works correctly in Safari though. The only way is to go to the activities module list and try and search
Task Priority Sort
Why does the Task priority default to an alphabetical sort? The result is on a desktop (PC or Mac): High Highest Low Lowest Normal Clearly this is not what is expected with these definitions. In the iPhone app, these sort as expected: Highest High Normal Low Lowest I have tried customizing the sort priorities in field customization, and NOT checked alphabetical sort, then mass updated all of my tasks, but they still sort incorrectly. How do I get the desktop sort to function the same way as the iPhone
Looking for a way to move my Successful sale towards a production pipeline
Hi, I am a salesrep for a german manufacturing company in germany and I work with Zoho Crm. I am looking for a way that I can move the client I closed a sale with to a pipeline that helps the company keep track of orders and shows the client the status
Zoho CRM Lead recognition and association with existing contact is broken
Zoho would normally generate a new lead from an activity, such as a website visit or chat, if there a contact (by name/email) did not exist in the CRM. If the contact existed then the activity would be added to the record. However, I have noticed that
ZOHO CRM Sandbox Upgrades
Hello, Since our team started to implement more and more complex CRM projects, we came across with some limitations when using the CRM Sandbox, so here are some ideas/upgrades that will make a CRM developer more happy! Allowing data from the main CRM migrate to the Sandbox for testing purposes; Allowing modules developed in Creator to work in the Sandbox like they work in the main CRM Possibility of creating different Sandbox, like the competition allows, a kind of snapshot of the current CRM version;
SANDBOX DEPLOYMENT REPLACED ALL PICKLIST CRITERIA WITH IDS!!!! YES, I'M YELLING!
I spent the better part of three days configuring our sandbox rules. Today I deployed to prod and now all of my workflow rule criteria needs to be reconfigured as the picklist value has now been replaced with an ID. So NONE of my workflow rule work since
Unable to receive verification code on zohomail for setting up organizational email address on zoho crm
Hello, I am trying to get my domain email verified within Zoho CRM but no matter how many times I resend the verification code, it never shows up in my Zoho Mailbox. The SPF and all that stuff have also been verified. Secondly, within Zoo CRM, from my
Mapping Dependency Fields - Unable to edit inline
Hi I've created 2 Dependency Fields & mapped successfully, however I notice that the Parent Field cannot be edited inline (ie there is no edit link next to the field on record view). You physically have to edit the whole record to choose a value in the field. Why is this and is it necessary to be like that? Thanks
Activity Kanban View
The Activity Kanban view criteria appears to be fixed (hard-wired) to look for specific phrases. What is the criteria for an Activity to appear in the Customer Column? What is the exact criteria for an Activity to appear in the Deal Column? I ask because
CRM emails stats in Zoho Analytics
Hello, I'm using both Zoho CRM and Analytics, the two are connected. I can't find data in Analytics about the emails sent to customers (I can see the info by creating a new report in CRM, but that would be a lot more useful to have it in Analystics).
Turn off Zoho CRM - Event Reminder Notification emails
Dear Zoho Team, Is it possible to Turn off Zoho CRM - Event Reminder Notification emails It seems that a few weeks ago, a lot of staff started receiving emails based on Events they created in Zoho CRM systemgenerated@zohocrm.com 10:15 AM (2 hours ago) to me This is to remind you of the event: Title : Issue with Schema Starts : 01/18/2017 10:45 AM Ends : 01/18/2017 11:15 AM Location : Host: : Thomas Pursifull Lead/Contact : Related To : Email : Phone : Regards, Zoho CRM Team This email is from
Email to Lead
I can't seem to find this, but is there a way to create a lead from an email? I want this to work like a web to lead form. Example: An email is forwarded to zoho and it turns the email into a lead.
Introducing an updated User Home Page and other enhancements in Dashboards
Hello everyone, We have made a few enhancements in the User's Home page and the Dashboard tab. Additional components in the User Home page for new sign-ups In the Home tab, under User's home page a new CRM user could see only three components: My Open
how to follow 2 email-addresses in CRM
I have 2 mail-addresses from which I send mails to my customers. This is because I have one email from my franchise-company and one email from my company. For registering and for the setup I had to use my own address because there I only have the control
Email templates on CRM won't allow editing - gives error message: "Only 200,000 Characters allowed in Email"
The message clearly has less than 200,000 characters. It has a Pdf attachment that is 2MB. I create the template and it works perfectly but as soon as I want to make a small change to the template I get that error message. This is the message: Hi ${Leads.First
Create a Product, associated with a Deal and an account
Hi, I have a form integrated with CRM. I need to create new Products in the CRM for each new form I submitted. Each Product needs to be associated with a Deal. This is done, since in New Register I have integrated with Products; and in Relationed List
Create a Potential Deal when new product is created
Hi, I need to create a Potential Deal every time a new product is created. Name of Product = Potential Name Price of Product = Amount Deal I would need a custom function, to be activated with automatic workflow rules. Any help please! Thank you!
Important enhancements in Data Encryption
Hello everyone, We have rolled-out some important updates in field encryption. Given below are the details: The field based data encryption provides a way to safeguard ones customer data in the CRM system. Data encryption already allows encryption of
Introducing portals for trial editions, allowing bulk operations, option to remove users, and more
Hello everyone, Portals has provided admins an avenue to let their customers, stakeholders, partners and others access CRM modules and data as required for their business. To enhance user experience and provide ease of working we have brought-in the following
Can I remove TAX on an individual quote
I can configure the tax on the products that I add, but for one particular quote I need to remove the tax for the line item. Does anyone have any clever ideas on how I can do this without creating a new product?
Zoho CRM Image Mail Merge into Quote Template
Hi , I’ve been waiting for this Feature for the Image Mail Merge Field into the Quote template for a very long time, probably over 2 years I would say if the Contact Image field and product image field can be mail merged into the Zoho quotes then why
Calculating Lead Age Custom field creation
Hi, I'm trying to calculate the age of the lead using the formula Datecomp(Now,${Leads.Created Time}) But doesn't work out. No values are calculated. Am i doing something wrong? Has anyone done it before?
Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support@zohocrm.com for further assistance.
im getting this message what's the issue Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support(at)zohocrm(dot)com for further assistance.
Related Lists - can't add desired columns
I have set up a related module to connect contacts and accounts. Then I've enabled the display of these related lists within both contacts and accounts. This all works correctly. I am now editing columns for related list displayed within the account.
Scoring Rules for Related Lists
Does anybody else need the requirement to have scoring rules for related lists? I would really like the ability to run scoring rules on related lists such as deals, contact roles, stage history, etc. This feature is in their roadmap. Please respond/upvote
Our email IP is blacklisted and emails go to spam folders
Hi Team, The following IP server is being used from our CRM when we send emails to our clients. The problem is that many times they are going to spam folders. I tracked this issue, and its because the IP Zoho CRM is using in our case, it's blacklisted
How to pull one field from custom module into Contacts
Hello, I have a custom module called Rides that has entries related to my contacts. Each contact could have several "rides". The connection between the custom module and Contacts is Email. I would like to show on my Contacts page the date of the latest
Change in the pricing of CRM Portals
Hello everyone, We have revised the pricing of portals. According to the new pricing model: Minimum portal users: Earlier the minimum number of users in a portal was 50, now we have reduced it to 1. Refer to the table below for pricing of additional portals: Earlier Now 51 to 100 users - $12/user/month 1 to 1000 - $10/user/month. 100 users and above - $10/user/month 1001 to 10000 - $8/user/month (applicable only from 1001 user) 10001 and above - $5/ user/month (applicable only from 10001
Zoho CRM Analytics App - Post your questions
Hello everyone! Welcome to another discussion on posting your CRM related questions. This shared discussion, is a place to share knowledge, interests, and queries through engaging conversations. The topic for today is Zoho CRM Analytics app, which is
Products & Deals
Hello, I am a new user of Zoho, and I would like to have some advice. My job requires me to create a deal that can contain different products. These different products have different prices each time, because they are handmade products. The prices vary
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