Product tab not showing in Zoho Crm
Product tab not showing
Is there a way to automate a follow up email after jobs completed?
Hi All, We run a consulting business where we would love to setup an follow up feedback email automated to clients one week after services are completed. Not necessarily after invoices are created as sometimes they are created before the job. Is this possible? Thanks, Wade
When to use newsletter sign up in CRM vs sign up form in Campaign?
We have both CRM and Campaign modules. We want to host a sign up to our newsletter form on our website. When do you use CRM newsletter sign up form vs sign up form in Campaigns. The challenge is I need to ensure my CRM is kept up to date as master database. Please advise best option.
Adding User to CRM Issue
Everytime that I try adding a user to our CRM app i get a message saying "User is already present in another system" Is this a problem because she was using a trial version? What can be done to fix it? Thanks
Gmail on IPad Sync
Hi, I just started using Zoho on my iPad. I’m unable to see emails that I normally see on my laptop. Is there some type of configuration I need to do? I started doing Zoho Mail and then it started trying to ask me to setup Zoho business mail from my domain which didn’t seem right. Thanks. Kevin
Exporting selected contacts
Why can't you add the ability to select a group of contacts and exporting them to a CSV file directly instead of having to go through the extra step of creating a report first? Very annoying!!!!
integrated product master between crm and inv/books
Hi, Can we have an integrated product module with all features of crm, available in books? currently they are different. the integration bridge provides us an interface to open z books in z crm and actually not integrating at module level
Match up zoho id of inserted record with inner id of record
Hello, I am sending contacts to zoho, and after I execute an insert request I wanna match up the received zoho ids with contact ids in my DB and know which zoho id stands for which contact id in my DB. Please, let me know how can I do this. Regards, Veronika
Dashboard
I want to see how many lead converted to contact and deal based on lead source. How can I do it in dashboard?
How to reset a users password
Hi, Is there anyway I can re-set a users password? I have tried de-activating their account and then re-activating it, in the hope that a new link would be sent to the user from Zoho by email. However that never happened. Thanks Jackie
SalesInbox Sent Emails
When I send an emails from SalesInbox module, the emails go out, and I confirmed the recipients got the emails. But those emails do not show up in my Sent folder, either in SalesInbox or when I look at the actual Sent folder on my mail server. Using standard IMAP/SMTP privately hosted mail server. How can I get Zoho CRM to record my sent emails?
Twitter reports not picking up all content
Hey, I was wondering if anyone could help me out here. I know I've posted more tweets that are being read in the analytics report - i checked on Twitter's analytics and the issue isn't that they are retweets or replies, or even things ating someone: I filtered to find out whether ating someone led to the tweets not being counted and the numbers don't add up. These are actual direct tweets and they also show up in posted tweets. Anyone have any idea why they're not being read? I've looked in settings,
Adding default text Field
Hi all, I need the default text field and I want to put this field in Sales Order then this field will appear in the mail template. My question is :How can put default text field in any module. Ex:İn this module,will write terms and conditions . Thanks,
Deals - Force users to fill in new mandatory fields when stage is updated
Hi All, I have added a layout rule to make fields mandatory once a certain progression is made in a deal. Even though the fields turn required, It will still allow me to change the stage via the deal board without filling these in. if i open the deal though, it will not let me save unless these fields are updated. is there any way that i can have a prompt to fill in the fields before it will let me progress it. thanks in advance
Unable to Sync Calendars in CRM to Mail
Zoho is great but is really poor at the basics , all i want is to be able to create an event in CRM that syncs with my default Calendar in Mail so i can sync with all my other devices ( inc my Mac) , not possible as the CRM puts it into a seperate APP calendar which can not be synced , MISSED APPOINTMENTS every week !!
Import Task - Keep skipping
Hi Zoho Team, I'm having a difficult time to import task through Zoho Migration. The purpose of this importing is to auto create task in specific Deals so I don't have to create one-by-one in Deal links. The problem is the Task ID column is required but I don't have the existing ones so the importing keeps skipping. I found this similar inquiry https://help.zoho.com/portal/community/topic/importing-accounts-what-to-do-w-the-required-account-id-field but it was Account importing which apparently user
Goods/Assets Assignment to employees on Zoho CRM
Hello Dear All, we are doing internal needs on Zoho CRM we created a module for that. For example on office we need 2 packet milk or Apple Iphone 6 for something. After that its going to blueprint and managers or authorized persons. then checking stock if this needs in stock going to tasks to assitant to get from our storage, if its not in storage strating procurment request. so i want keep them as a invenotry, for example we need assign to a phone to employee then when employee left from company
Price Books don't cut it
I was really hoping that Zoho was the right CRM product for me, but hope is waning. When I saw Price Books, given the game, I assumed I could make it work, but it is not working out that way. We sell products and installation (service). Missouri has one labor rate and Illinois has a different labor rate. Plus, I want to offer two tiers of pricing. Basically, I want this. MO labor ($100/hour) and standard product pricing (+40% markup) MO labor ($100/hour), preferred product pricing (+30% markup)
how to show currency symbol in formula field?
I create a formula field of currency type, but it does not work.
Organizing Leads for each year
I am trying to organize my leads for each year. Some leads were a great opportunity for 2019 but I need to classify them now for 2020 to see the new status. I am only using the accounts for current clients so we do not use the accounts section. I dont want anyone accidentally calling a current client and that is the reason for moving them to accounts. so for leads what is the best method to see the status each year or classify them so that we dont have to go back through each one at the start of
Integration of ZOHO CRM with MySQL using PHP without any third party application
I have account of ZOHO CRM.when i get the lead from facebook adds to Leads in my ZOHO CRM also at the same time the record will get created in MySQL Database(My Local Database) with same values and i want to do it using PHP Code without any third party integration (with auto Sync ) please suggest me a some solution on this functionality. i have searched lot of this topic but i didn't get any useful solution, please give some tips to do this.
Send a quote email to a new lead based off of user input on my wix site
Does anyone know how to send a quote email template to a new lead with information that they selected from my site? I have the API connected and I can insert a new lead, I just cant figure out how to send a quote email with html content in it displaying the price of what they selected and the packages they chose. It will also give them an option to accept the quote and schedule a time to have the service completed. Someone PLEASEEEEE HELP! Thank you!
Changing Super Admin
Can you please help me understand how to delete the current super admin and make some one else the super admin. A quick answer will be appreciated.
Custom module with related list does not show related list in shared contact records
The problem: We have a custom module, called "licensing". This licensing module has a related "lookup field" for the account associated with the licensing record. As an admin, when you open an account, you can see the licensing module and related list. For users with "shared records", the licensing module appears fine but empty. When I open an account with a license as the record owner, the license list is "blank". If I open the same account with an admin login, I can see the related records/licensing
Is there a way to track the volume of activity and emails by sales rep?
Is there a way to report on the number of tasks, calls, meetings, and emails sent by reps? It seems this would be a helpful dashboard for encouraging ongoing activity. Thanks!
Enable search by phone number in Zoho Flow and Zapier
I'm looking to create entries in CRM but I only have the phone number, I see in functions there is an ability to search by phone number, but I would much prefer to do this through one zapier or flow. It seems a very minor adjustement to your code since you already have the module search by email.
Smart View Layout for Desktop
The CRM iPhone app has a feature called "Smart View" where it only shows fields that are filled in. It would be great to have a similar feature in the desktop view. It would hugely tidy up the interface. We all have a ton of records that have empty fields
Push Notification in Workflows
Hi, I am trying to communicate with my customers through automated Emails, SMS and Push Notification. CRM Plus Workflows allows this with emails ofcourse, also SMS is possible with webhooks via exchange of REST APIs available with certain SMS gateways. If my app also has REST APIs, can I add push notifications as well to Workflows just like the SMS. Thanks Namrata
BUG: Task Reminder - Date Selector Popup does not show (Safari 12.1.1)
With the new reminders tweak I've lost the ability to set a task reminder. It briefly shows and then disappears. I have to delete the current date and retype manually to get the date selector to popup. It works fine in chrome but does not work at all in Safari. See GIF below.
Custom Field Limits
Hi, I really need to have 9 custom field of type 'Dropdown' for Customer object to let customer chose some options from limited set in Customer Portal. The problem is that I cannot create more than 5 Dropdown. I get message: Please check the following Youve reached the maximum limit for the number of custom fields that can be created for this data type. Please let me know if I can add more of them somehow. Also it is unfortunate that the limit is nowhere specified. Thanks, Marcin
Sales Tax Calculation
I cannot for the life of me figure out why the sales tax won't calculate in the quote. I set up a custom Sales Tax of 7.25% in 1 of my products. When I put that product on the quote, it gives the total but shows $0.00 in all the sales tax boxes.
Poor Integration with CRM and Workdrive
The integration between ZohoCRM and Workdrive is terrible at best. I'm not sure why I can't select the option under a contact's name to create and share/invite the contact to upload documents to a folder. I should be able to create the folder under a contacts name and then invite them to interact with the folder. Workdrive itself is a work in progress and should not have been released in its current form. to share links with third parties the instructions from Zoho explain how to do it but not what
creator related view
Just spent alot of time with support. We have recently upgraded to creator 5 and we noticed a change in the way that the forms show within crm. Let me explain. We have a related list that shows in CRM contacts. It is linked to a specific creator view that shows data in a certain order. When we click on that view it is all great but within the related view it is reversed. We have been told this is the way it is but my staff are convinced before the upgrade the related view was as the chosen report.
im not receiving any emails
I have stopped receiving emails since June 27th. can you help me? I can send but not receive.
Zoho CRM Hidden Element for WPForms and Zapier
Hi Community - we are using WPForms for our leads. We integrate WPForms to Zoho CRM via Zapier. How do I integrate the API script via Zapier? Any ideas would be greatly appreciated. Thanks!
Tracking Trends over time in Reports / Dashboard?
Having a hard time wrapping my head around how I would track the amount of Open Deals I have over time. For example, if I generate a simple report showing me all Open Deals, I want a Component on a dashboard to display the amount of open deals there were, per day, for the last seven days. Am I missing something?
registration form validation.
I have a form where I do validation with jquery. when all fields are empty it works, if I fill up only one or two fields anywhere, it is not working as I expect, I guess there is a problem around submission, by clicking on submit button, it should not submit anything until one of the fields is empty. thank you, please help me, frank
More Permission Options
As of right we only have three Permission Options we can set for profiles: Read and Write All Read Only All Don't Show All I think it would be very beneficial if these could be more versatile. For example: • Don't Show (during Edit only) • Read Only (but can still be populated with functions) Maybe others have more ideas? Cheers!
Adding an unsubscribe link to an email from Zoho CRM
I was searching the forum for info on creating an unsubscribe link for emails sent from Zoho CRM. There wasn't a helpful thread, so I'm posting the solution that I found in the docs. This shows how to generate the html for an unsubscribe form, which has
Why does the activity Status for calls not filter out completed calls
I am trying to focus on open activities and the calls that I am looking at are closed. Yet they are still showing up on the report.
Next Page