Email Open Notification in Zoho CRM (Particularly Gmail)- How accurate?
Hi All, How accurate the Zoho CRM track if the email is open or not by the recipient? I noticed that whenever I send an email to my contact who is using the Gmail service, I get the email open notification right away. Is there any way to make this thing
Form fields are not populated in the Leads Module
I have a form on my website which captures Name, Mail, Company Name, Number and a Description where the the form filler can describe how our agency can help them. In the Leads module only the Name and email is showing and nothing else.
Sales Activity Report
I am trying to create a sales activity report that shows calls, meetings, and emails sent sorted by user and then activity type. I can build a report that shows the calls and meetings, but can't include the emails. Can someone please walk me through
Making Email Related List Usable
Hello Zoho, We have a few e-mail related suggestions from our clients. These may not all be possible but would go a long ways towards helping users navigate the e-mail section easier: Add option to filter out Mass Emails from email list Right now, you
Importing Contacts- Account Issues
I have been importing contacts on a monthly basis with no trouble. I'm now noticing that account fields are no longer being populated during the importing process. I reached out to zoho and they seem pretty clueless. It appears I need to have an established
Cannot view the Currencies tab under Company Details
Hi, I'm trying to format the BGN currency so that "лв." is on the right hand side of the price, not left. I came across this help page https://help.zoho.com/portal/kb/articles/manage-company-details#Set_Currency , however, I do not see the Currency tab under Company Details. Is what I'm trying to achieve possible and could you tell me how I could do that please? Thank you.
Starting With A Clean Slate
My company and business has changed. Is it possible to start from scratch by deleting all old info?
Red bar or flagging accounts
We should be able to flag or put an alert on accounts when they are in "bad standing" or need some sort of resolution. Say if we have added certain modules showing a client is defaulting, there should be a red flag on the main account so the rep automatically
[IMPORTANT] Zoho Forum Auto-Placeholder Setting
This feature should be a feature that is forum-wide, but does anyone know as to why the forum does not remember your place on the page when you click on a particular topic and then go back to it? It's SUPER frustrating and not to sound like a diva here,
Wizard navigation
I guess it should be possible to navigate between Wizard pages before submitting a form, but I can get it working. The Wizard for my Leads form, has two pages so I've created a button on page 1 to jump to next page, but when I try to create another button
CRM NATIVE INVOICE
Hi does anyone knows how we can change the layout on crm native invoice module? Or may at least how we can modify what appears on the invoice itself
trigger workflow when a contact unsubscribed from email campaigns totally
hi, is there any way i could set up workflow when a contact unsubscribed from email campaigns totally, so i can call a webhook for that particular user? and what field would that be for the contact? also what api can be called to zoho to update that field,
Custom Email Template Striping CSS
I have added a custom email template to my account and when I look at everything in Zoho it looks good but when I actually send the email out it seems to strip out the css in my email? Any idea why this might be happening? Thanks,
Add shipping to quote
Hi, I find it strange that there's no option to add shipping to a quote. Am I missing something? Thanks, Quinn
Shipping cost in Zoho CRM quotes
Hey y'all, what's the best practice for adding shipping costs to a quote in ZCRM? I suggested that my client just add a new product for shipping costs but they don't really like this. I notice a separate shipping cost feature was requested in ZInvoice.
Can webforms integration possible in angular project?
When we embed the code in index.html it's working fine but it is not working on component.html file, please let us know your thoughts.
CRM KPI
Guys, Wondering if someone can help on this. I have a custom "Assets" module that tracks our sold equipment with serial number, billing party (custom module) and end-user (accounts module) - billing party describes who purchased it, end-user is who uses
What is the Best Solution Zoho CRM + Zoho Books + Zoho Project?
Hello, I work as an independent consultant, specializing in CAD/CAM software in the Kitchen Design and Manufacturing space. My clients are users of the software and I provide a wide range of services such as consultation, training, management, setup,
CRM Feature Request
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Showing account name in reports when task is added at deal level
Hi :) Is there anyway to generate an activity report (for tasks) which shows the account name of the deal, when the task is added at deal level? I cannot see anywhere how you can show a report for tasks added at deal level which will show the account
Datetime fields in Zoho CRM
Trying to add a custom field to a form, how can I format to show only the time?
Outage?
In Zoho CRM, when we try to export an invoice to PDF the webpage hangs for a long period of time and sometimes times out. I have looked for a website where Zoho reports service outages or issues but can't find anything. Where can I find service status
How Can I remind my lead to complete zoho form
Hi There, Here is what I am trying to achieve with Zoho Forms and Zoho CRM integration. It would be great if someone can help us! We record lead information in our Zoho CRM Lead module and send a Pre-assessment form (Design in Zoho forms) to that lead.
Adding a new shipping address in an Estimate (Zoho finance)
HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems
adding users and allowing access to crm
Hi, I'm very frustrated - I want to add users to my crm account and allow them access to all the records. its either impossible to do or very well hidden. i've invited users but they have to create their own account, which doesnt access the company
Report Issues
Please provide UI for -sorting reports by name -last modded -name of editor -last run -edit name (w/out opening entire report) -edit description (w/out opening entire report) dgdlux
Zoho CRM Search API always returns empty body
Hello, I'd like to find a contact using the Zoho CRM search API. I passed all the Oauth2 steps, I can list my invoices for example. But when I try I always have an empty response. Nothing in the body. curl "https://www.zohoapis.com/crm/v2/contacts/search?word=publi&org_id=123456"
Lead to Accounts Conversion
Hello, Quick question, when a lead is converted into an account, using the CRM, is the leadID = AccountID? We are using the CRM API to export data and we need an ID consistent between the lead and the account once it is converted. Please assist. Thank
separate the deals, accounts …etc
can I separate the deals, accounts …etc. based on the department of the logged employee ?
Sending email template with additional Icalendar feature to guest.
Wondering how to send an email with Icalendar (Ics) feature to customer? Open customer open the email, they can add to their calendar / agenda . The same feature like when received flight ticket voucher , or hotel reservation voucher. Just wondering
Hide Leads and Contacts from other users
How do I hide mi Leads and Contacts from other salesman in the Company? I would like the Administrator to be the only one that can see all the information, I want other users just to have access to their information. Best regards, Pedro
Customize Lead Header
Can we customize the Lead layout as shown here where it says unkown?
Directions on creating App specific password for Microsoft Outlook
It is impossible to find the directions for how to create an app-specific password for Outlook. You need this if you have two-factor authentication and want to sync with Zoho CRM. It is located on the "Additional security verification page". If you can't
Add Contact To Multiple Accounts
We would like to see a feature added so that you can add a single contact to multiple records. We are transitioning from Sales Force and this is a very important feature for us to have. This way you do not need to add the same contact multiple times. We deal with a lot of companies that have several companies and it would be nice not to have to keep adding the same contact information. In SF there was just a button for Add and New. The add would take you to a search window that you could search all
Links in emails not working!!!!!
All my links in my emails I sent out today did not work - they are using some tracking link instead of the ones I put in and I lost a lot of potential customers today because of it - the link was put in the template as this: http://www.thinkipm.com/clientprs/ptek/printek0615.html
Zoho Bulk write contacts job. Assign contact to company by csv
Hello. I'm working with integration Zoho with our application. Trying to use BULK write API. With accounts i have no problem, but I need to get contact assigned to company. So i can't find ability to assign Account .id by csv file. During single export
Zoho CRM Charts - Age in Weeks / Age in Months
In CRM, I want to show charts which are grouped by week. This is nice and easy (albeit irritating that you have to show week numbers rather than getting the choice of showing week commencing/week ending dates, but that's not important now).... the difficulty
Add value of one field to the value of another field
Hello, Can somebody explain to me how I can do the following: We have a field called 'Credits Used' which is updated by our software whenever a credit is used and is set to 0 at the start of each month We have a field called 'Max Credits' which holds
automatically add a package of products
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
Is there a way to carry over a tag put on a contact to a deal that is associated with that contact?
We recently started applying tags to contacts and are trying to apply the same tag that is on the contact to the deal the contact is attached to. For example we have a tag called 'MM Telesales' on certain contacts and is there a quick or easy way to carry
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