How to Create a report of Accounts with no associated activity
I am having trouble generating a report that will show me accounts that have no activity, no events, no tasks, no notes, etc.. I am new to this but it seems to me a basic feature that all sales people need to know. Which accounts do I need to reach out to? I assume it must be there. Any ideas would be appreciated Thanks
Run internal workflow as Owner
How to run internal workflow as Owner in order to have correct ${userSignature} ? Currently I create in workflow for each owner a condition linked to an email template, one per owner (user) to achieve this. Too many copies! Any better idea?
Lead nurturing made easier with email marketing automation workflows
Let's face it, there's nothing more hurting than seeing your leads drop out because of ineffective and ill-timed communication. As a salesperson, you have to don multiple hats, and it's not easy to deliver the right message at the right time for every lead. That's why Zoho CRM integrates with Zoho Campaigns, our in-house email marketing platform. In Zoho Campaigns, we've introduced drag-and-drop workflows to help you completely automate your routine communication and deliver actionable messages to
Read .xlsx file type after upload
Upon uploading an Excel file (.xlsx) to Deal, is it possible for the CRM system to read through the spreadsheet an extract specific data? For example, our order forms are quite complex and require much flexability than simple line items for selected products. Let's suppose that column 'G' in the uploaded spreadsheet is used for recording prices. Each row is a product and may or may not have a price associated with it. Can Zoho CRM read each row and extract the data whenever a value is found in column
Retrieve Task Box
I have deleted Task box by mistake from home page. is there any way I can get it back?
How to manage renewals
Hello, I'm wondering if there is a smart solution in the CRM for client renewals management. I'll explain, we are a Saas startup and we have different periods of monthly subscription. For example, 3 month subscription for one customer and 12 month subscription for another. We would like to manage the renewals in a way that we would see in one place the account + renewal date and preferably receive some kind of notification/alert when the time for the renewal will get close. Thank you in advance.
TRANSLATION ISSUES
Hi everyone, Ok... At the very beginning I did the set up of the system in English. But I am French and so do my clients. So i have turned the languages from English to French. All seemed to be ok but still... when I go to the "account" section, scroll down to "create a new invoice"... to export it as a PDF, the PDF invoice is in English while the system is in French...I have spent hours to investigate... All is set in French and the invoice when I export it under PDF is in english. I don't get it.
Deals/Contacts Vs Prospects/Opportunities
The terminology in Zoho CRM is a bit foreign to me. I am generally more familiar with: Lead: Somebody somewhat interested Prospect: Somebody qualified to buy Opportunity: Somebody qualified and interested/ready to buy. Zoho CRM seems to use Deals and Contacts, which completely baffles me... What exactly is a "Deal" and a "Contact" in Zoho CRM supposed to be in terms of where they fit in the sales funnel?
using webform to update contact informatin
So here is my problem. I am trying to create a webform where my 'contacts' can update their information, but more importantly where they can upload a 'progress document' to keep me up to date of their progress. The form works for creating a new contact and uploading a document, the issue comes in when they try to fill out the form a second time to update / add another document. If i have the 'do not allow duplicate contacts' box checked, then Zoho warns me of a duplicate contact and I have to manually
How can I print or send related list from products module?
How can I print or send related list from products module? For example i have 20 clients assigned to a product but no way to have that list in a fast way (in MERGE MAIL cannot associate products module to the template - in MAIL TEMPLATE cannot use related records - in PRINT VIEW just print related list up to first 10 records). Thank you for help, MBell
How do I verify that emails are actually opened
It seems like a higher than average number of emails being sent one-off through Zoho that display "Opened" immediately after being sent. This makes me wonder if there is a glitch because it is hard to believe that almost every single person is opening the email immediately.
Fields on multiple Layout Rules
We have Account records that we use for clients, and for channel partners (who sell to clients). We have two attributes for channel partners - let's call them type A and type B. A channel partner can be a type A, a type B, or both A and B. We have some fields that we only want to show for type A partners, and some only for type B. No problem - we have a Layout Rule for each of these, selecting the appropriate fields. But here's the problem. We have some fields that we want to show if the Account
How do you get email notification of new leads?
I'd like to get an email notification when someone fills out my webform which creates a new lead. I'm sure this is probably easy, but I'm still digging for an answer. Any easy solution here?
Vendor Selection Process
Hi I have just started using CRM for my Hospitality business. One of my ongoing tasks is to find and select vendors. With a CRM Leads are people you can make money from, who then turn to Contacts and Accounts. However, just as important are vendors. However vendors make money from you, so technically they're not leads nor contacts. Is there a way to create a process like the Leads, Contacts, Accounts process but for Vendors instead; So you create a list of potential vendors, invite them to quote,
Multi-Select Lookup Limitation
Hi We are new to Zoho and have bought an enterprise licence and started creating a simple database. The problem we face is that we have one to many module called SUPPLY hung off the Lead and then from this module we want 3 one to many modules hung of each Supply which are Contract, Rates & Recordings - so one supply can have multiple rates and multiple recordings and multiple contracts. Firstly can this be done as it seems to me to be a very simple database requirement, secondly if it can't be done
CUSTOMER SCORE - RATING BASED ON PURCHASE
Dear all , There is Score section in Zoho CRM : for Deal / Lead/ Contact / Account In general , we need to classify or even rating customers based on various factors. And the most importantly is the Purchase amount from customers. Currently , Account/ Contacts Score section has option for salesorder / invoices ,.... Hope Zoho will take alook at this ? Or in the time being , could we set sum the invoices amount as a field for Account / Contact and do some rating from there ? Even more complicated
Map Account and Contact Records in Leads?
Hi, I am New to Zoho CRM, Have to Customize Leads Module so that i added Account and Contact Lookup Fields Under Leads Module,I want to Map those Contacts with Accounts and get all the information like Email,Mobile,Billing City Etc.. from Contacts and Accounts when I select the Contact and Account Lookup Fileds and also how to put Workflow for that to auto fill all the details in Leads Module Fileds.
Add lead to CRM via email?
As I understand it, Zoho creator forms support direct entries via email, with each form having its own email address. Is it possible to add leads to via email? For example, suppose I have a contact form on a directory website, is there a way to automatically enter leads into my CRM via a form's email address?
Error accessing api using https
We have an api with the CRM for more than 6 months now. We used paths starting with: https://www.zohoapis.com/crm/v2/CustomModule But a few days ago, the api start sending me an error 401. After breaking our heads by pure luck we found out that the issue was that we are not able to access the https, we can access again the api, but using paths with out the https like: http://www.zohoapis.com/crm/v2/CustomModule Do you know about any issue with the https on your api? When I navigate on a explorer
ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)
We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the
Zoho Support Telephony Twilio Configuration
I set up my Twilio configuration just as the instructions say in the following article: https://www.zoho.com/support/help/twilio-integration.html#Configure_Twilio Every time I try calling my Twilio number it says an application error has occurred. I contacted Twilio and included my Account SID, Auth Token and Application SID generated by Zoho. I also verified in my Twilio account that the TwiML generated by Zoho for Zoho Support Integration had the same Application SID as was listed in my Zoho account
Confused Technical Support, Poor System Development
I am this very same problem with ZOHO and Twilio. I tried all I could with them and still nothing is resolved, ludicrous! All I get is ZOHO blaming Twilio and Twilio blaming ZOHO. Quite frankly, ZOHO, you are terrible at keeping your system functioning properly. I am at my whits end with you guys for you keep sending me information about making payments to keep subscription when, because of you, my company continues to lose money daily! I am sure I'm not the only one who is frustrated with you guys.
Outlook Plugin Doesn't Work
I've had 4 attempted sessions with Zoho CRM support, none of which helped, and resulted in me wasting 4 hours of my day while they installed an reinstalled the outlook plugin. I cannot sign into the zoho crm outlook plugin and therefore cannot record my emails into zoho crm.
Difference between "Accounts" and "Contacts"?
Can someone help in identifying the difference between contacts and accounts? I am new to the system and am trying to figure out how to use each. Thanks in advance!
Accounts: tree view with parent and member accounts
Hi community, i am setting up the CRM structure for our company and try to fit the view requirements. Question: is it possible to have a view throughout all associated accounts for example, starting with a Global entity then a member region, member county, member business entity. See attached file. The sales people would like to navigate between these account entities in a tree view. Thanks in advance for response.
Reports selection for "this week" produce wrong week start
The calendar settings in Zoho CRM are set to weeks beginning on a Monday. However, any report that uses the "this week" parameter produces items from the Sunday. The "this week" filter is ignoring the start of week setting in the calendar, which is not helpful or correct.
After inserting leads does not show in crm...
When I insert records as leads it does not appear in the crm. Then where does it go cause I'm getting success message. Even when I use getRecords module it fetch records which are not exists in crm. Don't understand what's going on... Please help me out asap. Thank you.
making offer
hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen
postUrl encoding my api request
We are using a script to interact with an outside zoho API service. For some reason the posturl function started encoding the api request how can i prevent this from happening? ex. below is is our api {"data[commentaire_du_technicien]":"","data[commis]":"","data[consigne_r-v]":"","data[contact_id]":{"name":"....... This is what is returned {"responseText":{"status":"error","error":"There was a problem with the JSON you submitted: 785: unexpected token at 'data%5Bcommentaire_du_technicien%5D=&data%5Bcommis%5D=&data%5Bconsigne_r.....................
Unable to create dynamic parent child pick list via lookup
Hello, I have a list of 200 Accounts, with each having branches between 1 to 80. To ensure data integrity during lead creation, the account name is selected based on lookup. Now, when I add the Branch Name lookup, it shows all the branches instead of the ones associated to the Licensee name only. I understand that the way to control this is by using pick lists and using the "Map Dependancy Fields". However, I need the info in the pick lists to be derived from my Accounts module & Branch module. Is
time format
Hi everyone In settings, my time format changes at every restart of the program. I set it to 24 hour format, next day it is back to 12 hour format! Can someone advice me how to fix that? Kind regards Henrik
Formula based deal calculations and Reporting by month
Zoho support. We sign deals based on a resource/s being placed in a job for a certain number of days. Below shows what our sales team have to fill out. What I need to achieve is to create a formula based section that calculates the number of working days by month based on the est start and end date. So ideally the sales person inputs the est start and end date and a formula factors the days of each month in the year that is relevant to the deal period and then populates the days Ie there is 31 days
Pagination for notes is not working
Pagination for notes is not working in Zoho CRM - please help.
Tasks in Calendar
First, It's important to get a single dashboard view of all your activities in the calendar format. The only missing thing is getting 'TASKS' listed in the calendar view. Second, a task must have a start, end times and a reminder option. Third, a task might include making calls, attending events etc. and also may include the involvement of more than one contact. The option to link it to multiple modules is a must. I hope Zoho is working on these.
Webform to Zapier to Zoho CRM
Hi, I have a Contact Form set up on my website and I am sending submitted form data to Zapier. Zapier is mapped to Zoho CRM add a new lead when the form is submitted. So the process is: 1 . Customer completes Website Contact Form - First Name - Last Name - Email - Message 2. Contact Form data is sent to Zapier - First Name - Last Name - Email - Message 3. Zapier is mapped to Zoho CRM to create a Lead in Zoho CRM when the Contact Form is submitted. The following fields are populated in Zoho CRM -
Auto saving of typed information + data entered in the call activity fields should not be allowed for editing after a period (one hour or so)
Hi, I would like to have the feature that the information typed into the lead information fields should be auto saved as the cursor leaves the field just as how it is on Google sheets or google workbook. Now we need to click the arrow symbol or cancel symbol so that another field is available for editing. The data that is entered in the call fields - (1) Subject, (2) Call Purpose (3) Description (4) call result (5) Call type should not be available for editing after a period of time say 1 hour or
Can I automatically set reminder according to the task's due date?
By default, I have to manually input the reminder time for every task, is there anyway to set a reminder automatically for every task according to its due date? (Like 48 hours before the due date) Sounds like this can only be done through enterprise version's custom function, am I right?
G Suite VS Office 365
I'm just about to sign up for a paid Zoho standard crm subscription. I use both G Suite and Office 365 in other business's but will purchase a new G Suite or Office 365 subscription for email and link to my Zoho account. I possible lean towards Office 365. I've read the feature availability & limits of both. It appears in the standard version there is no Zoho plugin for outlook, what does this mean to me? I've seen articles on Zoho only syncing to default calendar in Outlook in this still the case?
Filter by already sent emails?
I sent 50 or so cold emails via Zoho CRM. I realize now that I should have sent them via the Campaign module so that they could be tracked. I need to send more emails, but I need to filter out who I have already sent those to so they don't get sent again. How can I see who I have already sent an email to and filter them?
What is a customer in the activities panel
Hi, In CRM, you have Leads, Contact, Companies, Vendors.... But Activities introduce a new entity I can link to.... What is a customer ? From the screenshot, it's not a Lead or a Contact... what is it ?
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