Calender Bookings
Hi Guys, you have a very cool feature in your ZOHO CRM Calender: Bookings But this feature is very hide. I think many users didnt know that this feature is available :-( We use at this moment calendly, but your feature is much better, because you have the direct connection to ZOHO CRM and ZOHO Meeting! Here my Feedback: 1. If a prospect schedule a meeting about this link, he receive a email and a calender invite BUT in the calender invite isnt the meeting Link. The meeting link is only in the invite
Territory Management, automatic assignment B2C
Hello! We are a B2C business undergoing a restructure of our database where we will restrict user access to contact records based on territory. We offer 3 activity streams, where clients booking info is added to the CRM via API from Checkfront. When they place a booking, it creates a contact for them, and adds a deal to their record with the appropriate info. We want some sort of automatic rule/workflow in place so that when a contact record is created by the API, the appropriate territory is assigned
Currency Conversion in Potential
I have an issue with the currency conversion rate. In the Potential it is converting USD to GBP different to what is set in the system. For example, the potential is converting at 1.3, yet the sales order is converting at 1.32 which is what is set in the system. This is causing issues for reporting. Can anyone help? Thanks
How can I collect in Zoho CRM email enquiries from different emails?
How can I collect in Zoho CRM email enquiries from different emails? I will explain. We have 3 different email addresses to which the appeal comes. I want to import these enquiries automatically into Zoho CRM. Tell me please is it possible to do this.
Access_token not obtained
I get the token according to the operation flow of the help document, but an error is reported during initialization.Here are some screenshots of my operations in eclipse.
Lead Management Best Practices
We are a small publishing company specializing in agriculture and healthcare publications in Central Florida. We are looking for a better way to manage are lead process. Current Practice: Sales staff enter a prospect as a lead. If they close the deal it is converted to an account. Problem: Sales staff spend most of their day arguing who should retain ownership of the lead. Dilemma: We are wrestling with how to manage leads. Our sales staff has no assigned territories or product/service lines.
Just upgraded and Cannot Find 'SalesInbox'
Hi All, I'm new here but I just upgraded to the paying version of Zoho CRM, especificially because I really find the SalesInbox useful, but now I can't find the module. Can you please help? Thank you! RJ Jacquez
Reports are not tracking emails properly
Lately my sales team is unable to show accurate numbers for emails sent and received in Zoho reports. I was told by Zoho that we have to physically respond to every email in Zoho CRM. Dashboards, Email Analytics, Emails and calls analytics report all shows different numbers. I just need to know how many emails my sales team is sending and receiving on a daily, weekly basis. We use Outlook. Is anyone else having this issue? Does anyone know how to combat this issue?
Set default field value when adding new records
Hi, we need to set default values to some standard fields when adding new records within a custom module, because of these fields are marked as mandatory, we must fill in whatever value but in our case, anything is valid. In order to automate the process, is there any chance to set a default value?
Is there a way I can delete/hide POTENTIALID from the reports?
Hi, As the question states, is there a way for me to hide or delete POTENTIALID BEFORE exporting or emailing my weekly reports? This takes too much space in my sheet and useless in the report.
Auto-search & Populate address fields
Hi, more and more websites with forms have the ability to have suggested addresses pop up in a drop down box when you start to enter an address in the address field. In Zoho you have to type in the whole address. It would be great if you could start to type the address and then select the address that pops up that is the one you are after. It would save a lot of time and ensure the address is accurate.
Adding A User
I sent the email invitation to a person that I want to be a user (my partner), and when she gets to the site she is required to enter an email address and password. Does she need to sign up to ZOHO to gain access or should she be able to login to my account and be assigned a password?
Email Views in Accounts Module
Hi In my Accounts module, under emails, I can sort to see by the name of each individual contact, or by "Accounts - Sent mail from Zoho CRM", but there is no option to see all "Accounts - Received by Zoho CRM"? Am I missing something obvious? Any help would be much appreciated. Thank you :)
Zoho CRM campaign vs Zoho Campaign
Hi Perhaps can anyone else tell me how is the difference between Zoho CRM campaign and Zoho Campaign? Can I use Email campaign within Zoho CRM and how can I do to? Please help me sort this out.
Zoho CRM Accounts - Invoices - Products Modules
Process 1. Create New Invoice 2. Choose the Product (items) in Invoice then save. 3. Those saved Product (items) display in Accounts (As Relative, Associate, or something). 4. Display Field for Product (items) in Accounts is Product Name Invoice Date Product Installed By (This may be custom filed in item) Quantity Thanks Thet Kyaw Linn
Change record to READ-ONLY given a specific field is filled?
Hello, we would like to know if there are any ways of controlling the access right to a record by a specific field in the same record. Problem Description: We now have a custom module called "A", which it is connected to Zoho BOOKS using Deluge Script.
Error when trying to add to campaign from contact list view
When trying to add contacts to a campaign from contact list view, it allows you to go through the filter but when you need to see more than 10 results, there comes an issue and it kicks you out of the process. Need to address ASAP.
Is that a technical problem?
Hello Zoho experts, I hope you're doing good. We have been facing a problems these last two days with no solution, I don't if it's a technical problem that everyone's facing or just us! It is related to the sales order module, products details. When our employees adds a discount, the tax sections becomes unchangable, we can see the symbole to edit it but when you click nothing happens. There are a lot of products that sometimes has a tax on them and sometimes not, and everytime we would like to
Mass Import Items with image in Zoho CRM products Module
Hi - I need to import hundreds of items in Zoho CRM product modules with each item has product image .I have xls sheet where each item with details and respective image url . So far I am aware it is not possible using direct import option in zoho CRM to import image as well. I don't want to go each item manually to upload images . Is there any way to do it automatically ? Thanks for your help .
Product's details section.
Hello experts, I hope you're doing well. We just had a problem concerning product's details section. As you can see, it only has one discount level and we actually want to customize it by adding another discount's levels ( for agencies as intermediates, and final costumer...) I've heard that we can do it via Zoho books, but I literally have no idea even though I have searched. Can it be customizable? thanks!
Encrypt subform fields, encrypt more then 5 fields per module.
We need the ability to encrypt subform fields. We also need the ability to encrypt more then 5 fields per module. Why would limit the number of fields you can encrypt to 5?
Campaign based on Account membership
We would like to create a campaign for contacts. The criteria of this campaign is any contact who's account has a 'contract expiration' within 2 years. I can't find a way to filter contacts based on criteria of the account they are associated with. This seems like a very very basic need but i can't come up with a solution. Please help!!!
Books
I am under the impression that if you are using books that if you create an invoice it should show up in the CRM when you click on a account then invoices, this is not happening... Any ideas
Show contact title in Accounts
Is the feature to show a contact job title in the accounts tab no longer available? It used to be available to do in the old version of Zoho!!
Drip Marketing
I need to be able to create a Drip marketing campaign, using the workflow to assign a series of emails that would be automatically sent out, over a period of time, once a stage is achieved, or a campaign is assigned. Example: I input a new contact which triggers 5 emails to go out as follows: 1. immediate email welcoming them to my company 2. 2 weeks later a follow up email 3. 4 weeks later a reminder email 4. 2 months later a did you forget me email 5. and finally a give me a call
Custom pick list for web form maintain my "default value." I cannot get rid of or rename "none" value.
Hello, I'm creating a webform for a Mexican (Spanish) landing page. I was able to create the custom pick list. However, I have two problems. 1. I need my default value to be "Elige tu ubicación" which I did set as default in the system. I noticed when I go to the web form itself, it automatically appears as a field but "none" is the default value. If I delete the field and then drag it back in, "Elige tu ubicación" is now the default. If I save the form, "none" is the default value again. This
Formula field, Data values to numeric value
I need to write a formula that will take a data field value from picklist assign it a numerical value and update the formula field with that value (score)
Functions Version
Hello, Checking the new version of Zoho Creator, I noticed that we start having code versions for functions. This is an important features on each software product, which I highly insist on adding it to Zoho CRM also. Looking forward to your reply.
200 alerts per day — ridiculous!
I was really hopeful that Zoho was going to fulfill my CRM needs — but the more I evaluate the product the more it seems like nickel and dimeing. I'm on the Professional tier which I hoped would provide me with the firepower to at least run some basic automation. As I found out yesterday, simple date-based workflows are not included in anything but the top (Enterprise) tier. Just now, I received a system generated email to announce that I have reached "80% of my daily alert limit" — which is apparently
Tracking the Value of Individual Products Sold
Any best practices or suggestions for tracking the value of individual products sold for won opportunities when most deals include a package of different products? Context: - we have about 20 products, in 5 different product categories - the products themselves don't change very often, but the prices for each product may change in a given deal - our business is content-driven, so the products are things like "article" or "video" or "infographic" - although not sure that matters. - we have all these
A 360 degree view of sales automation with Zoho CRM
Sales automation frees up your sales reps' and managers' time by having the software take care of frequent tasks they'd otherwise have to do manually. Setting up the whole thing in your CRM might be time-consuming at first, but in the long run your business, sales team, and bottom line will benefit from it. Sales automation: Increases your sales reps' productivity and performance Prevents errors in your sales process and speeds it up Reduces turnaround time, allowing you to deliver good customer
Using keyboard to enter a comment in a case and lack of keyboard short cuts
In Cases, if I want to enter a comment (not a note), I used to be able to press the Tab key then either enter or spacebar to submit the comment. Something changed a few months back where I now have to use the mouse to hit the Check mark icon. Any idea on how to do this with the keyboard? My biggest problem with Zoho CRM is how dependent it is on the mouse. I feel like every time I have to reach for the mouse, it is lost productivity. I want to keep my fingers on the keyboard as often as possible.
Issue with downloaded Probability Reports
When I conduct an Excel download of my Deals Proability Reports, which include "amount" and "expected revenue", my amount and revenues are not downloading as "numbers" and as such I have to individually convert each cell to a number in order to run my calculations. Is this a Zoho problem or am I missing something? Thanks.
Calculate Age with D.O.B
Create Custom Field D.O.B Then grab the Formula Field as Age Put the formula as follow Datecomp(Now(),${Contacts.D.O.B})/(60*24*365)
データサービス【2019年11月21日（木）無料セミナー＠東京】 【あと1枠】【日常業務基礎編】 使い始めでくじけないZoho CRMの使い方 ～分からないままになっていないですか？その機能～
いつもありがとうございます。データサービスです。 11月21日の日常業務編のセミナーです。 大変ご好評いただきまして余席があと１つとなっておりますが、 こちらのフォーラムをご覧のユーザー様に是非ご案内したく投稿させていただきました。 是非お待ちしております！ セミナー詳細 お申込み ------------------------------------------------------------------------------------------------------------------------------- 8月に開催したCRMのちょっとした便利機能紹介セミナーを、11月にも開催することになりました。 開催後、 「このセミナー、他の人に紹介したいのですが、もうやらないんでしょうか？」 「8月の会は日程が合わなかったのですが、他の日程は予定してませんか？ といったお声をいただきまして、11月に同一内容のセミナーを開催することになりました。 ありがとうございます。 弊社は、Zoho CRMの導入に関わる中で、これまでに数多くのZohoユーザー様とお話させていただきました。
Converting quotes to sales order
Hello, I have two problems at the moment with converting quotes to sales order: 1. The button 'Convert' which was at the top right corner inside a specific quote, is not there anymore. And even before, when I got into deferent quotes, sometimes I would see it and sometimes not. 2. When I used to see the button, if I would click on in, it declined me due to insufficient permissions, although I have all the permissions I can have. Can you help? Thank you, Natalie
Zoho Twilio Recording - Link Recordings in Different Module
Hi, Right now we have Twilio with recording enabled for both incoming and outgoing calls. The problem is that we can only view the recordings in the contacts module where the caller's information (property owner) is housed. We want to have links to all the recordings in the "Properties" module. Each property is assigned a contact and we would like to have the recordings viewable in the actual property module that the contact is assigned to.
Creating a workflow for automated follow up after X days
Dear Zoho Support Forum, I am a Professional plan customer. I am trying to create a workflow which should trigger an email X days (5 in this case) after lead creation in the event that a custom field (Response?) is not selected. It looks like this: The automation / workflowI accidentally deleted the test workflow I tried to create using my own account, and the minimum post-creation time option is 1 day — so I will not know if this will run as expected until tomorrow. I had read that date-based automations
How can I add multiple contacts to a project in Zoho CRM?
We are a consultancy business that manage major projects worldwide. On any project we might have up to 10 key contacts that we deal with. When I add a contact to the CRM, i have added a lookup field that links with the projects module. However, this only allows me to add a contact to one project? We may have a key contact who works with us on various different projects and I need the system to show this information. Is there any way of doing this?
Supporting lead’s language
Is it possible to have a language field in lead’s account. I want to be able to send mass email based on the prefered language of the lead.
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