Starter Question: how best to configure CRM for an Agency Environment?
Hello everyone, I am a new user to Zoho CRM (and Zoho One) and I am looking for some initial help/ guidance in Setting up the system so that in can be used it in a Marketing Agency - Consulting environment. Specifically, I am struggling with the following:
How to link contacts with accounts automatically
Hello everyone, it is my first time using this CRM i come from SALESFORCES, i want to match the contacts fields with account fields throw .csv files but i don't know how to do it. I already imported accounts with "ID NAME" unique for each acc. I have
CRM - Unable to remove an old account and to join organization CRM
Hi One of our employees have created her CMR account, using her organization mail, no I need to join her to our organization CRM, bur when she receives the invitation mail, zoho CRM says that ist not able to join the organization CRM because she is the
Pre-filled input fields with placeholder/default value
I do have a custom module in Zoho CRM I am trying to pre-fill a field (mandatory field) of a custom module with a specific value (the field will be overwritten by a autonumber in a second step via workflow later). But at the beginning when a new entry
Very simple deluge issue from a beginner
I'm trying to get the lead owner's mobile number to auto fill into the Lead when a lead owner is assigned. when i run the code with an Info output i get "Null" and when i map it to the lead i get nothing. I'm sure its simple but I'm lost . any help
How to edit a scheduled email
I have scheduled an email to a single contact for the morning. I need to change one of the attachments. Is it possible to edit a scheduled email? Thanks
images
I'm using the CRM Dev to play around and try get my head around it all. when creating an email template - I'm linking to an image via a URL and then below simply using the Organization logo ${companyLogo} the tempate is created as a blank html doc [code]
Zoho CRM Outlook Calendar Integration - Best Practices
Does anyone have any best practices they can share about Outlook Integration for Calendars with Zoho CRM? Right now we have the following requirements: All sales team members must log their customer meetings (in-person or virtual) in Zoho CRM Calendar.
Update last activity time for a Deal after sending an email
Hi everyone! We're currently looking for a solution to update the Last Activity Time after sending an email through the CRM. Our salesperson operates by viewing the currently active Deals and sorting by Last Activity Time to see the last time he reached
Notifications to Customer on Shipment
We currently use automated alerts to customers when an order is shipped. However, I have not found a way to successfully have these notifications work when part of an order is back ordered and only some of the products have shipped. Has anyone built notifications
Share data for analytics purposes only
We have 10 users and would like to share data (contacts, leads) for analytics and reports purposes only. We want to be able to compare sales figures, current customer stats etc. I am able to achieve this in data administration by making the customer and
Planning workflows with client
Hi all, I need to collaborate with the client on how they want workflows. (what needs approving; which email to send out after what duration of time and which function is triggered etc...) What tools do you use? We basically need an easy way for myself
C# SDK Complete example for linking contacts with account during CreateRecords
I want to import accounts and contacts and link them directly in one API-call. from my old CRM I get a collection of all accounts and contacts. The relation in my old CRM works with GUID and I know that ZOHO has another way for linking between this two
Summary report - Created Time Grouped by Month
Hi, I am trying to create a Summary report where the records are grouped by Created Time but by month. I seem to be able to group the field by month in Matrix but not summary reports. Could someone please point me in the right direction or help me find
About linking the product info PDF to our website.
I wanted to know if there is a way to create a link from our website that would link to the product PDFs that are stored in the CRM. If this is possible, it would save us from adding the PDF to the actual website every time we make changes to the product.
Call log
I need to know if there is an option when when our sales department logs a call into Zoho CRM, if there is a way to automatically send and email to me that says a call has been logged? Instead of them having to send a separate email after a call saying that they made a call? Please help.
Is Zia voice implemented on a desktop browser? If so, where the heck is it?
Is Zia voice implemented on desktop browser? If so, where the heck is it?
Hard Bounce Email List
Not sure who else agrees but it would be great if I can generate a list of contacts with email addresses getting a hard bounce. I can see a warning symbol beside emails indicating that its bouncing in the specific contacts info page but, it would be great if I could generate a list of all contacts with those warnings. I could then use this list to try and correct that bad emails. Just a thought...
article group, category, product group
With the data migration, another question arises that cannot be fully answered even by trial and error. Product categories (in our ERP system "product groups") As "usual" in some places in Zoho, there are several ways to depict the same thing. But what
Where are my emails being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This
Workflow Rules On Linking Objects
The linking object is very useful but is very limited in what you can do on the module, I would like to see the ability to run workflow rules on Linking Modules as my users currently have to press buttons to run any custom functions.
Zoho CRM field gives anyone access to other records!?
Hi Within CRM Id like to send a mass email to my contacts which contains a link to my Form which is prepopulated with their specific details. If I Insert Form within my CRM email this works fine. BUT I can only do this for one email at a time. If I include
QR Code used to point to a Deal/Potential
Guys, I want to be able to use the QR Code on a mail merge document that ive created. This document is basically a "job sheet" that my service guys take with them to jobs. If they want any more information it would be cool to get their phones and scan
How to integrate Wix Member Profile with Zoho CRM
Hi, I am using Wix website - member profile feature where each user can create their online account on my webiste. https://support.wix.com/en/article/creating-custom-member-profile-pages I want to integrate this with Zoho CRM so that when a user/member
Created Time Not found in Formula
Hello, I am trying to create a custom field just containing the date component of the created time of a deal. However, when I try to do it through the the datepart formula I am receiving an error message indicating that the created time field cannot be
CRM Report with Blueprint Data
I would like to create a report on CRM using blueprint data and would like it to show the amount of transitions done after a specific date rather than the time spent between transitions. Can I do that?
Using HTML email templates from Campaigns in CRM?
Hi Zoho Admins, I would not only like to produce HTML email templates I can use for my mass email campaigns with the Zoho Campaigns tool, but also use templates I create in the Campaigns tool in the CRM tool. Is there a way to do this, meaning a way to
Create Quote from Lead
Is there a way to create a quote for a lead or must they be converted to a contact first?
How does one lock or unlock a Workflow?
How does one lock or unlock a Workflow?
Mapping Feature
I know this has been discussed in the past, but I would really like to see a mapping features with contacts and opportunities. The mobile app is OK, but I would love to see it in regular zoho crm. The ability to see customers and projects/opportunities
How to create reporting that tracks sales KPI's for openers and closers?
We are upgrading our sales team to include openers and I need to be able to create reporting that allows me to measure the effectiveness of them, as well as our closers. Our sales process takes about 20 minutes, and typically people don't come back to
Formula - Merge single line text fields that contain double quotes
I'm having trouble creating a Formula field that joins two text fields together when the user text contains double quotes. For example I have two fields named as follows to hold sizes in feet and inches noted with single and double quotes. Length (Feet
Cant see other active users
I'm signed in as admin with fully permissions (including permission to Change Owner). But when I try to change account ownership, I only see my account as an option, and not the other active users. This issue arose after I (successfully) imported new
Quarterly Reports
Has anyone figured out how to do quarters in reports? I'd like to see forecasted revenue shown per quarters. There really is no good way to do by month either unless you make close date on opportunities always be last day of month -- which is what
Generate auth token ??
How to generate 'auth token' in zoho projects via API mode. I am able to generate Authtoken via 'Browser Mode' but I am stuck in generating auth token via API mode!!
Inventory Module Problems
There are significant problems with the Inventory Module we have been reporting for the past two years and we have yet to see any progress on resolving these. The problems we have seen are: 1. You can DELIVER a Purchase order more than once which adds to the Qty In Stock value. Solution: Prevent Purchase orders from being DELIVERED more than once 2. If you delete a Sales Order with items, the items are not removed from the Qty In Demand. Solution: Don't allow the delete of a Sales Order when it
Ring Central issues with documenting calls
I'm reviewing ZOHO CRM on a trial basis to determine if this is the right cloud-based solution for my company. One of the reasons we are interested is because of its integration with Ring Central, the VOIP phone system we use. However, it does not appear to be work very well. We enabled Ring Central within the CRM and are logged in. We are able to call out, but then when we end the call, the pop-up box with the contact's name remains open with the timer still running as if the call is still in
How To Add Read Only Text To A Form
I am building a customer portal based on Zoho CRM. As the users will be clients with no training I want to provide them with help on each form / module. I am struggling to Add just a paragraph of help text/instructions at the top of each page. I have tried: 1) Using a formula to display some text - unfortunately this doesnt show up when they are editing a form. 2) Using a multi line field set as read only and using a workflow and custom deluge script to populate the field with a paragraph of help
Email notification @userxyz
Hello, I used to receive an email when someone was tagging me in the notes section of an opportunity, contact or company (exemple : @marieelise could you have a look at this opportunity) like this one. Since a couple of weeks, i don't received those
IMAP integration questions
Hi, I had a few questions about Office 365 IMAP integration: Do emails (and their attachments) count against your storage? Is it correct to assume when a user leave the company and you deactivate their Exchange account, this will also remove their synced
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