Lead status changes to Junk lead if 3 times contacted - No Response
How to change "Lead Status" to "Junk Lead" automatically, after the "Lead Status" has "No Response" status 3 times.
Can't import to Zoho CRM
I prepared CSV files and succesfully mapped them But at last step get errors: The following mandatory field(s) were left empty: - account id. ------ I tried to export accounts and products from Zoho to csv and match account exactly in zcrm_** format, still no luck.
Import
Hi, I am importing data from other Zoho crm data and I got below error. Put the "Note module" for example: when Note is exported to a csv file and imported to other zoho crm, the Note ID cannot be selected and the system cannot proceed to next step and give this error message "The mandatory field 'Note ID' must be mapped." under the mapped field, the Note ID is not shown and cannot be selected.
Default Lead Owner from Unbounce
I am having trouble with the leads coming in under my name as default from unbounce. Unbounce just requires the api key to integrate so I am not using a zoho form and therefore I cannot change the "assign to user" field that would normally be available. Is there a place I can change the default lead owner when a new lead is created? Matt C.
Customizing layout of summary information under the "business card" details
On the Potentials/Opportunity Page, after the summary "business card" information, there's a section that has Contact Person and a list of Products associated with the potential. What do you call this section? In my case, I would like to change the information that appears associated with the Products, but I can't figure out where to do that.
Using Zoho CRM as a Service provider not a product seller!
Hi Zoho seems like a cool product but I am having awful trouble trying to work out how to set it up for a business that sells services as opposed to products. We're a real estate agent and so have approx. 4 different chargeable services (aka products). However, I need to link the service provided to individual properties. A client could potentially have multiple properties...any suggestions? In our business, having Accounts doesn't make sense as the Client is our main contact - Accounts is more
Exporting Product Module doesn't include Subform Data
Hi everyone, I don't know why Zoho's vast capabilities don't account for this, but when exporting a module it will only export the data from the master module to the excel sheet and doesn't include the subform data. I urgently need to set-up our inventory and neither Zoho Inventory nor Zoho Creator can fulfill our requirements the way the CRM Product Module can. But if I can't import the products via excel sheets it's useless. Please assist with possible workarounds or solutions! Highly appreciated!
Adding days to a date field & return only date portion
I'm trying to create a Payment Due Date field by adding X days to the Invoice Date field. I would like to return only the DATE portion without the time. How should I write my formula? My formula: Adddate(${Invoices.Invoice Date},30,'DAY') My result is: 17/05/2012 12:00 AM Thanks!
Notifications from Zoho Desk & CRM going into Junk folder
Notifications from Zoho Desk & CRM going into Junk folder
Best way to track how your leads/prospects engage with your organization
I am curious to hear how other Zoho CRM users track the level of engagement of their leads/prospects. Note that I am not referring to email engagement (i.e. opens, clicks, etc.). There are two specific areas I'd like to do a better job of tracking: 1) Downloads - My organization has a number of downloadable tools on our website available for free. The tools are gated, so people need to provide their name and email in order to receive the tools. We would like an easy way to identify how many tools
How To Tag Contacts?
how can tags be added to contacts? can categories be added to contacts? thanks
Hide "Discount" in Quote table if no discount
So in the PDF Export of Quotes, we have "Discount" on a line-item base. As we dont want to show the expression, when no discount is given, how can we hide it? In word you can set rule, depending if the output from zoho database would be 0,00, but the interpreter of zoho can't do it (actually it can't do anything...) Any Workarounds?
Find my multi-select lookups
Hi. I was not the initial administrator. We're at our limit of 2 multi-select lookups but I'm not sure which forms they're being utilized on (to see if I can decommission one). Any suggestions on how to find them? Thanks!
integrating CRM and Payment gateway
Do I need to purchase zoho invoice to integrate with a payment gateway, or can I do it with the Invoice feature in CRM? Assuming I will need both products, how can i maintain accurate customer records in zoho crm, to include customer invoice and payment confirmation?
Date math to round up to nearest quarter hour
I need to round up the result of this function to the nearest quarter hour. Subdate(${Opps.Go to Depart},2,'HOUR') i.e. if the result after the SubDate is Oct 24, 2018 01:35 PM I want it to return the date/time value to be: Oct 24, 2018 01:45 PM Anybody have the code to do this? Thanks!
Account contacts mass update
It would be great if you could mass update contact fields based on field criteria of the Account they are attached too.
Contact Form Problem
We use a WIX site and want to put a ZOHO contact form on it to get leads automatically on to our CRM and use the captcha feature to get rid of spam. WIX uses an HTML frame for adding any user html. When I add the ZOHO contact form code, ZOHO forces me to give a landing page but when the contact form is executed the landing page is displayed inside the html frame instead of displaying the new page on its own. Do you have any ideas as to how to solve this. If not, is there a way to disable the move
Customising Activities Fields (Subject | Call Purpose | Adding a Field)
Hello, Is it possible to change fields, add custom pick list and more in the Activities Module? Currently when we enter Setup > Customization > Modules and Fields > Activities There is only Rename option available after that. Adding custom fields and values would speed up would help us to speed up our sales process. Regards, Arun
Custom Fields
We are new to ZOHO CRM. We have a few custom fields that we use. It would be in Prospects, Accounts & Contacts. Do I need to create that custom field for each module and how are those reliable mapped?
Add conditional rules in inventory templates
Hello, in germany we have different salutation depending on gender. For women (Frau) it is "Sehr geehrte" for male (Herr) it is "Sehr geehrteR". Is there a way to have "if then else" conditions like in word? Or is there in general a different way to implement inventory templates than this bad Tool or HTML Code that is implemented? Like an extension? Thanks
Update Field when task is completed
Hey, i have an automatic created task in my blueprint. I want a field updated automaticly when this task is marked as completed. The problem is that i don't see an option for this in the blueprint task options. I also checked at "Workflow rules" but i don't came up with a solution there aswell. Can you tell me how to achieve what i am trying to do? Cheers David
Dynamic dropdown list based on lookup function
Hi, When booking a deal I input Account which orders my product, however the accounts have daughter companies under which the deal is booked under. I have created a seperate module called Registered entities with the names of the daughter companies as well as a lookup for the parent account. In my deals, when I choose a lookup of the account under the deals is booked i want to make a dropdown of all the registered entities associated with this particluar account, is there a way to do this? kind regards
Assign Owner and groupby
Hi, I want to create and associate Projects from Zoho CRM Deals module. I have tried the below code and it is working fine. params.put("authtoken",access_token); params.put("projName",projectname); params.put("public","yes"); params.put("projDesc","test Description"); params.put("entityId",Id); params.put("templateName","test template"); params.put("owner", 64699635); params.put("group_id", 11111111111111111111); info params; response = invokeurl [ url :"https://crm.zoho.com/crm/private/json/Deals/createAssociateProjectToEntity?"
Field Update on a parent Module is not triggering the workflows
Situation: Module Contacts Workflow Contacts_A that is triggered on Field update Module Introductions with a Lookup on Contacts Workflow Introductions_B that is triggered on Field update Workflow Introductions_B is set up for module Introductions that runs an Action that does Field Update, but that Field Update is for Contacts module. Actual: Field is updated on Contacts module , but workflow Contacts_A is not executing. Expected: Field is updated on Contacts module AND workflow Contacts_A is executed.
Zoho CRM - Twitter chat
Hi, We (@ZohoCRM) are super excited to host our first twitter chat on generating and maximising sales leads on March 12 [Tomorrow] 11:30 AM - 12:30 PM EDT. It's a twitter conversation. We post questions as Q1, Q2, Q3, Q4 and you answer it with A1, A2, A3, A4. We have some amazing panel experts too! Check them out: Brent Leary (@BrentLeary) Brent Leary is a CRM industry analyst, advisor, author, speaker and award-winning blogger. He is a co-founder and Partner of CRM Essentials LLC, an Atlanta
Need Functionality to Add Tags to Records in Report
I regularly have to run reports to get the list of records that I need - this is because to identify the right records for my users to call through, I have to filter across fields in multiple modules (contacts, accounts, activities, etc). Since I am not able to filter across module while in the accounts or contacts module, I have to use a report. But once I have this report, I can't do anything useful with it. I need to get these records in a shared view under the accounts or contacts module so
Sync Zoho CRM contacts with IPHONE
Is there a way to sync the business contacts directly from the CRM to the iphone and vise versa. Alternatively is there a way to sync the CRM contacts with the ZOHO contacts then link the Zoho contacts to the Iphone as a work around. This is for business contacts only. Jake
Zoho CRM API V2 to update values of Fields in Custom Linked Module
I created a module with the structure of master-detail form. I want to be able to update the information from CRM API V2. I'm able to insert the data directly to the Master, a Custom Module, so far it is good until that point. The problem comes when I try to insert the information to the Custom Linked module that was created on the designer. Currently I'm trying to make a sample insert and I got the error: I always get the error: (400) Bad Request. I'm doing the update in the same way I do with
Twilio call issue
I signed up for a Twilio trial. I got my codes and did a sucessfull setup with Zoho, but i can't call any one. I have recorded a video, but regarding to GDPR i can't share it to public, only to the support. I can't find any direct support form. Please help :)
Read Receipts for Zoho
Is there a read receipt option for zoho mail
How to add calculated column to report
Hi, i need to add a calculated column to a report. i have a report that shows for every worker all his/hers quotes and if he/she closed it (true/false filed). i need to calculate the Percentage of success (total true/total quotes=%). Any idea how to do it? TNX
Import contact from LinkedIn
Is there any way to import a contact (not a connection!) direct from LinkedIn as a lead? This would help with prospecting. Yes, I can do it manually but looking to see if there is a streamline method. Thanks!
Adroid & IOS - Lead/Contact/Deal Call Overlay
I will try to explain this as simple as possible. first i'm a real estate agent and I will be using the Zoho CRM as a cold calling platform from my desktop and phone as well as a marketing platform. I currently use Base CRM ( Base made simple) which is awesome but limited. Within their Android and IOS app though the app store they have this feature that has proven to be the biggest value to my business. Their app allows for this thing called Call Overlay which takes the incoming phone number what
Zoho CRM Android Bug "User Not Active"
I need to buy 20 users. For evaluation, i downloaded zoho and i created admin user - mubashsher.salim@gmail.com I registered 5 users Urvashi.verma@adarshgroups.com Waseem.jafar@adarshgroups.com Jyoti.rawat@adarshgroups.com Akanksha.bhatt@adarshgroups.com Iram.khan@adarshgroups.com I have checked my settings, all are active with manager role given. They work perfectly ok on computer. However they are unable to login to mobile App. It gives error "User_Not_Active". Please activate it on and urgent
How do you approve records on the mobile Zoho CRM app?
As the title says I'm looking for the option on how to approve records on the mobile app like you can approve it on the web version. https://www.zoho.com/crm/help/miscellaneous/approve-records.html
Not able to create/find authtoken for establishing connection between my ZCRM to my PHP website webform.
I am new to ZCRM and I am using trial version, I go through many videos/guides/articles, and followed their steps to get authtoken from my ZCRM Account, but not able to find. Please do the needful.
Automated email template with buttons
I want to build an automated email template that will be sent out to our leads that include buttons to click for further information, that will automatically send out other emails, depending on which button they click on. Is that possible in Zoho?
Post-Sales Account Management/Renewals
Hi, We run our business on a subscription-based model, where clients sign up for long-term and pay a monthly recurring subscription fee. Ideally, I want to be able to forecast our "pipeline" (ie. potentials/deals) which are not yet won, as well as forecast for the account management side where we will need to address renewals at a certain point in time in the future (ie. a few months before contract expiry). My question is how is the best way to operationalise this using Zoho CRM? Once a potential/deal
Extract names, company info etc from a list of emails
Can I extract names, company info etc from a list of emails? Situation: I have a list of emails I got from a source outside of Zoho CRM. I know that in our Zoho CRM, we would have contacts. If a contact already exist in Zoho CRM, I'd like to extract contact info from an email Is there a way to do this automatically or at scale? Thanks
User cannot connect to CRM
Hi, I have added a new user to Zoho CRM, and emailed the link request as normal, howeverwhenever he tries to use the link (or the alternative web address) it takes him through creating a new Zoho account and then generates a trial CRM Enterprise database - ive tried deleting his account and resending, this doen not solve the issue
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