Zoho CRM - Not have sufficient permissions to perform this operation.
I checked the configuration Setup --> Users and Control --> Security Control --> Profiles --> (Choose your profile) --> and checked the permissions for the add contacts action in Zoho CRM! This is well configured as in the screenshot. Can you help me?
Integration with Telegram BOT
Dear friends. how are you? Does anybody integrated a telegram bot with CRM? I need to offer to my customers the option to get information of my operatios via telegam. Is there a any simple way to do that?
Can't configurate IMAP Account... "It would already be configured"
Hello together, I would like to configurate a IMAP Account in my Zoho CRM, but get the Info: You cannot use this account because it has already been used for IMAP configuration. Please use a different account to continue... But I haven't implement a IMAP-
What's the Best Approach to Track How Fast Clients Respond to LI Invitations?
Hello, I am kinda new to Zoho CRM and trying to learn new things particularly in reporting/filtering. I'm trying to figure out how to track in Zoho CRM "how fast our clients connect back via LinkedIn". BACKGROUND: We use LinkedIn as our main platform to get connected with our clients.
Recorded Voicemails
Hello. we're doing some outbound calls and most of them are voicemails. Instead of me saying it all the time, is there a way for me to just hit a button to send them a recorded voicemail? Thank you.
How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Zoho CRM does not load
When I login to Zoho CRM account from my Mac, it shows message "Please Wait" indefinitely and does not load the CRM Dashboard..However, I can log into the CRM through my Iphone app. I have tried clearing my Mac Safari browser History and website data too. Still does not help. Pls help...
How can I create a New Lead using an existing Contact?
I have a current contact that I need to add as a New Lead, but I can't figure out how to do so without recreating the contact, which would then duplicate the contact. They had come to us for a piece of business, and we closed it as a Qualified Lost.
Cannot add employees with same email into a NEW organization
Hi, I have remove my staff from the old zoho organization and want to move them into the new zoho account that I created. I can send them invite, but they cant accept as it says they are still in the old organization. But we have deleted them. How do
Are there sync limits with free version?
Hello! I'm trying to sync with another CRM in order to merge 2 departments. We are using Zoho free version currently. However on the other side we only see 1000 contacts. Will upgrading Zoho's license let us synchronize all the rest of the leads/contacts?
Deliverability Rates and Opens
Hoping to get more insight on this. Our emails sent to clients from ZOHO CRM directly from inside the module have a shockingly poor open rate. When using Yesware for Gmail from our Gmail / company domain they seemed to be opened much more. What is
Inventory Template Builder How to Adjust Table "Cellpadding" ??
Is there a way to adjust the table cellpadding in the new Inventory Template builder when using a product table or "few" table? I am trying to use the builder, instead of digging through the brutal HTML code, but need a bit of padding around the table text/cells. See attachment. Appreciate any help. Thanks.
Can you stop Zoho CRM exporting silly characters?
Hi all, When trying to export to CSV, Zoho CRM annoying tries (badly) to include the currency symbol. Is there any way to stop this? If not. Zoho - PLEASE just export the values! Thanks.
Attend a meetup in a different zug group
Hello Im at Montreal and i suscribed to the montreal zug but im interested to attend a virtual event in Dallas (CRM uses case) Im not able to register is there a reason ?
Adding unique codes to a mass mail
We are about to send out a survey request to our leads and contacts. Each lead/contact will be required to use a unique code to access the survey. In the introductory email what would be the most effective way of including the unique id into the individual
how export my date to google sheet?(REAL TIME)
how export my date to google sheet? well, i know that there is a way to export (to excel/csv) then upload the file to my gdrive and open it to gsheet but, I need this real time. When new data appear of my CRM the data will also automatically update to my google sheet. I know there is an ad-don already(googlesheet by jivrus tech.) but i prefer not to spend. any way to do it? thanks!
Workflow automation: every/other week Deal
Hello, I have a Standard subscription for Zoho CRM. I have a program that I deliver every other week. I want to set up a 'recurring deal' workflow automation that represents this scenario. Zoho support tells me only once a month or once a year is possible
Workflow rules not firing for second time in the past week
In CRM our workflow rules just stopped executing. This is causing all of our third party lead delivery to fail. Chat support is not responding. What is going on Zoho?
Wizards: Recent enhancements
Hello Everyone! Following enhancements have been made in Wizards. These are now available for all users. Wizards flow update: We have introduced two new flow level changes in Wizards. 1. Navigate between screens Before, there were two ways by which
Responsive webforms
Are Zoho Webforms in CRM responsive? or do you need to purchase a 3rd party subscription or product for a word press site?
Voicemail Notification
I am testing a few different IVR and Phone services. Currently I am testing Twilio. I have a 2 part question regarding incoming calls and voicemail Question 1. Can you just have an incoming call directly to the user without entering a prompt? Question 2 I see that you have a missed call it will show an alert in the top right bell icon. Is there a way you can send an email notification to the user when they have a voicemail from a lead and or contact? I would assume it would be some workflow based
change permissions for fields at certain stage
hello all, I want to be able to change permissions for fields at certain stage using functions or workflow rules, to make them read only for some users. is that possible? if not is there any plans to add this feature?
Is it possible to automatically create lead from missed call?
I am using the Phone Bridge integration in CRM Plus. I find it difficult to call back a missed call unless it relates to a Lead/Contact. Is it possible to automatically create lead from missed call?
Default 'All Contacts' view not showing all contacts
I can only see a few contacts in the view "All Contacts" even though we have hundreds in our database. These few contacts all have their 'status' (a user-defined field) set to 'inactive' or none selected. I have tried to see if editing the "All Contacts"
CRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.
Sending Email based on products
I am adding prodcuts to companies profile by using the lookup field, and trying to find a way to send emails automatically to companies with certain products included in their profile, especially for product updates etc. Is there a way to achieve t
Add a custom module trough Zoho Forms
Hello, I want that a custom module automatically is being created though the submission of a Zoho Forms. Is that possible? Thank You Steffen L.
Recurring calls/ tasks
My company has to call people weekly, I would like to have the repeat option enabled for calls as well just like it is already possible with tasks. HOWEVER With repeating tasks my "all tasks" view gets filled with the same tasks. Isn't it possible to
Task status customization - How to assign "Closed Status" for
2 different types of closed tasks?
I've defined 2 different status types for completed tasks: The first is "Completed - Acknowledged & Reviewed" The second is "Closed - No Response" Can Zoho CRM support different status types for closed tasks? I see that in the "Status" pick-list - when
How to track Samples, Catalogs, Direct Mail and other things sent via Postal (Snail) Mail or UPS/FedEx?
Hello Everyone! As a company making industrial products, sending samples is an important part of our business. We often engage in sending catalogs, samples, and other direct mail campaigns via USPS (aka snail mail or postal mail) or via UPS/FedEx/DHL (etc.). What is the best way to track these items in Zoho CRM? A customer could potentially be the recipient of multiple direct mailings - so a single checkbox will not work. We would like to automate some follow-up... so I would like to trigger an
different stages per Modules i.e. deals
Hello, I created different stages in different project/deal (standard Module) layouts. But unfortunately the stages changed within all project/deal layouts. Is it only possible to have the same stages within all project/deal layouts or what am I doing
Sending mass email - how to include the other CRM user?
Hi We have 2 users in the CRM. Emails are now integrated so both users can see who's sent what to who which is great. However, when 1 user selects multiple contacts and sends a mass email, theres no option to also include the other CRM user as either
Unexpected colour change of graphs
It might seem a small issue, but not knowing when your developers are going to change colours and not giving us the control over small but important details is a massive headache. We've gotten used to associating the colour in that specific chart with
Pipeline/Deals defaulting to wrong stage
I've set up a pipeline in the deals section, however when i apply a customer to the deal, it defaults them to deal won stage. I have a work flow which sends a thank you email at this stage, even though they havent ordered yet. How do i change this?
What does Exclude Domains actually do?
Hi Im setting up email integration in our CRM for 2 users. I want it to work so that they can see each other's correspondence to Contacts. When I set Email Sharing to Public, a warning appears telling me to add our email domain as an excluded domain for
Add Product image to Products tab in CRM
Is there a way to add an image to my product records??
The telephone bell comes from the speaker. Can't you make calls from a headset?
We use Amazon connect. I usually wait for the call to come in because it's in the way if I'm wearing a headset, but I can't set the ringer to come from the speaker and the call to come from the headset! This is a serious problem. I wonder why salesforce
How to embed forms in a page that is 1 big form?
Ok, some context ... we are a small football (soccer) club and we use Zoho CRM to manage our membership database. I want people to be able to sign up (as leads) and then we can add them to our mailing list and target them for match day tickets sales etc. The website tool we use has an odd thing where every page is wrapped in a <form> tag ... I have no idea why and the providers don't seem too interested in removing it, but that does mean I can't embed a Zoho CRM form in a page ... I think if I use
Inventory Management / Integration with Xero
We use Xero for our accounting and plan to integrate it with Zoho very soon but I need to know how to best optimise the data on Zoho. We're a contract cleaning company and some of the contracts we have involve us supplying our customers with cleaning
Change default task priority?
In CRM, all tasks created are automatically set to high priority. Is there a way to default this to normal?
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