Assignment rule and Zoho modules
Today, assignment rules works for imported leads, contacts etc.. as well as leads captured through web forms. I see two important enhancements, that I hope you'll consider: Integration: this feature is not working for leads captured from SalesIQ, Zoho Desk, or even Zoho Campaigns (for instance newsletter subscribers). As a single web-platform it's a shame not taking benefit of the integration The assignment rule works only if you have the data within the webform. I think that under certain conditions,
Help! Any way to get attention grabbing, marketing savy opt-in, landing pages
Like you do with Thrive Leads. That don’t require cost, modifications, special coding to integrate with Zoho? So far I am not finding one. It looks like you either have “plain jane”, business like, matter of fact contact forms with Zoho or Gravity forms that easily integrate with Zoho. Or you go with something like Mail Chimp that will easily integrate, partner with Thrive Leads and do your emailing there and not with Zoho. And don’t have to spend money on modifications or special coding. The
How can I filter the customer who don't buy for a period of time
My customer should have buy some product again in 6 months to replace the old one. So I want to detect that they buy from us again or we lose this customer. I want to create one field like Last Activity time but called Last buy date to collect the date of the latest closed won deals. and if this field is longer than 6 month It will change another field called 'customer loyalty' and change it to we lose this customer. Please guide me how to setup all of that. Regards,
Report Sorting
I have reports taht automatically generate each week. I wopuld like for tehse to be sorted in date order but cant find a way to do this. The grouping option isnt what we need as this groups our deals by dates. I would liek to be able to view our deals in date order. Can you advise is this possible?
courses management
Hi I'm trying to figure out if I can use zoho crm to mange courses we provide. For instance I need some sort of fuction to act as a course which I can then enroll stidents or mark leads as interested parties, email all the enrolled students / intrested leads etc... Can it be done?
Creating a conditional formula with IF ELSE and AND
Hi, I would like to create a statement where if specific fields are true, then I get a specific return type. For instance, I have a field titled "Do you own your own home?" with dropdown list as "Yes", "No", or "NA". Another field titled "Do you have an existing mortage?" with dropdown list as "Yes", "No", or "NA", and a field titled "Est. Credit (FICO) Score" with "Number" entry. I would like to setup a formula titled "Lead Rating" where if the following conditions hold true, then a specific
Custom Subform Data
I have a use case where a subform works perfectly, however it is useless to me if I am not able to use that data in templates. Is this something that is being worked on and if so, how long before it may be available? Thanks
How to track untouched leads?
Hi there! I'm working on a project and I need your help... Here is our process: When a lead is generated, the marketing team work on the qualification. Based on the info we retrieve, the lead status is updated from "To Qualify" (default value) to "MQL" or "Not Qualified" These information are used to assign the lead to a sales rep. For instance if the lead is MQL and country is France > Assign lead to John When the lead is assigned it triggers a notification to John, and to his manager. Now what
Zoho Community Meetups in the US East Coast - October
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the East Coast through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Miami Fort Lauderdale Tampa Orlando
Stop wasting our time, f*cking coders !!! Start thinking with your head and make an app for us!
In the beginning, I was impressed with Zoho! So many applications, so much functionality. It seemed that now nothing is impossible. Until you begin to understand the whole hopelessness of the situation. The great ideas and insights behind the products were spoiled by completely illogical and idiotic restrictions and architecture. Fuck us with mandatory fields that you choose for us ??? You do not know anything about the business! When will working call tracking ??? What is now on IO and androit except
'On Save' trigger
Hi, How can I trigger a function after clicking save? Currently I use a button, but it's not ideal. The function redirects to a Creator app that alters a value, then inputs and redirects back into the same CRM record. While i'm at it, why can't an action be triggered 'On User Input' like in Creator? This would be a really useful feature to have in CRM. Thanks!
New user "pending"
Hello I created a new user on my Zoho CRMPlus account. I paid a license for an additional user. In "Admin panel" I see my new user written in red "Pending". When I click on "Re-send invitation" I will write a message with "error". No activation email has been received on the new user's email address. What to do ?
Support For iFrame Sections in objects within CRM
It would be great if we could use iFrames in the CRM like salesforce offer. You can present all sorts of useful data from different sources. We have a number of data sources for instance in Tableau we would like to be able to show to salespeople within the CRM.
informacion
como hago para que se recupere mi información, ya que recién actualice la app y se perdió una parte de mis registros. ayuda por favor!!! Edgar F.
Turn single line field into URL field
I recently had another company complete a data migration for us and the only way they could work around a weird data validation error and keep our LinkedIn URLs was to import them as a single line field. We now have all the data on Zoho, however, none of them are clickable and there is no data validation on them. Is there anyway to turn an existing single line field into a website URL field?
Access to CRM fails - "Secure Connection Failed"
Just received this message on refreshing page in CRM module about 30 mins ago and then 10 mins later saw same in FORMS module. Other modules as checked appear to be OK. Any reasons why this is happening as all CRM is now down
I couldn't go to email section in Zoho CRM settings - permission is denied (I'm an admin)
I want to change my IMAP configuration in Zoho CRM. Go to setup->channels->email and error message popped up - Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. But the thing is that I'm the administrator. Please help me to solve this.
Use of Contact Roles in Blueprint
Contact Roles is a field specific to the deals module, but you can't incorporate it into a blueprint. For example, our sales representatives meet with school districts and need to identify several roles in the decision making process before moving forward - we want to ensure those roles have been identified through blueprint, but no luck.
Member Status Field - Reporting
Hi, We mail out of Mailchimp and the data is integrated via Cazoomi. In the campaign, it shows a 'Member Status' field that shows for that record whether the recipient Opened, Clicked, Bounced etc. How do I use this field to filter leads, contacts or run reports? I can find this field name anywhere in any module - lead, contact, campaign, campaign response or email (the last two are custom modules) Thanks for any help!!
Error 4834 Invalid Ticket ID
I have been trying to make a simple getRecords request with C# code and I keep getting the error code 4844. I have refreshed my authorization token and checked accounts.zoho.com to verify the token is active. Any help would be greatly appreciated. The code used below is from the Zoho documentation. using System; using System.Net; using System.IO; using System.Web; using System.Text; using System.Net.Security; public class ZohoCRMAPI { public static string zohocrmurl = "https://crm.zoho.com/crm/private/xml/";
How to get data from my OWN .NET Web API application to ZOHO CRM and insert or update the records periodically
Hi, I have a Query. I am looking to populate my custom model inside the ZOHO CRM by getting data from my own api such as https:samplewebsite.net/api/test. I need to repeat this operation periodically. I need to see an example of how to do it. I also need information about a way to make it automatic. My application is in .NET API with back end in SQL server hosted in azure. The response from my site is JSON Thanks
Linking Data
Hi, I have added a custom field in Leads who's data I want to populate the same custom field in deals when I convert the lead. How can I accomplish this?
replies sent from the envelope icon in upper right corner are so not appear in Email section of contact or deal record
Hello, I am corresponding with a contact about a deal. If I reply to the contact's email by clicking the envelope icon in the upper right corner, then hitting reply icon and sending a reply, that reply is not shown in the email section of either the contact or deal module. The contact confirms that the received the email. I would expect a record of my reply to, at least, appear in the Deal module's Email section because the reply was related to the Deal. What's going on?
Deals: Kanban style categorize by Closing Date
Hi, I'm trying to visualize a kanban style for deals, but I'd like to categorize by 'closing date'. Is it possible? I'd like to build something like this: https://automizy.com/wp-content/uploads/2016/04/Pipedrive.png
Why no emails in the Cases module?
Why is it not possible to associate emails with cases? Is it not designed to be a ticket management module? If it is possible to link contacts to a module, it should follow that you will send emails to those contacts that pertain to that module. Cases should link with emails, and then there should be a column for emails related to cases in the SalesInbox
Total Interactions (Events, Calls, Emails, & Tasks) in report for Dashboarding
Has anyone come up with a way to make this work? It seems like a vital KPI, and I've definitely used it in other CRMs so somebody must have a work-around. I'm looking for a total across x time period against previous time period. Thanks, Andy
Leads filtered by a field to user
Is it possible to show leads, and others data to each user in a criteria like if the custom field is X the user A, B and C can see this data, if the custom field is Y just A and C?
Email Reminders: How best to set up reminders for emails waiting for response?
Hi there, hope anyone can help me. Its great that you can set actions for emails sent out of Zoho CRM, like when a recipient opens an email or clicks on a link, or when it's rejected. But what about email actions for emails that get no response? I sent out a lot of individual emails, and I would love to get reminded of it by the system if the recipient of an email is not getting back to me, for a time that I can set when I sent it. How would this be possible at present? if its not a direct feature
Auto recurring activities keep populating in our Audit Log, is there a solution to correct this?
Recently we have seen four reoccurring events constantly appearing in our Audit Log. The constant update disrupts any review into our normal daily audit review activity. Any way to stop this?
Automated Reminder Email
Hello. I want to automatically send an email to any leads who do not convert within two weeks. How might this be accomplished? Thank you, Cori
automatic reports with filter
Hello guys, I'm using Zoho for work as a database of the clients we had during a month. zoho is a nice upgrade from our old spreadsheet entry's but i'm still thinking there could be more to automate the current workflow we have. 'im going to start by describing our current situation and proceed by how i would like to have it, i have limited programming skills so bare with me for a second. So current situation. I have a form in wich i can select a client and proceed to the services he has ordered
Can we edit or add to the contents within the 'Lead Status' drop down list ?? - Thanks!
Can we edit or add to the contents within the 'Lead Status' drop down list ?? - Thanks!
Unsubscribe form not triggering workflows
Hi, I'm trying to trigger a workflow when someone unsubscribes using the integrated unsubscribe form https://www.zoho.com/crm/help/web-forms/unsubscription-form.html Nothing triggers when the field is updated, I know this is new but its key for GDPR for us to be able to capture the data when they unsubscribed and the workflow I am trying to trigger will capture this on the lead object. Is this a bug or is there a work around?
How can I enter product price manually
My company required to have a very vary product price on each sales order. I wanna put product price for each sales order manually not from the price book or default price. How can I do that?
Best Practice for Tracking Multiple Sites?
Scenario 1 Account A has 7 different sites and each invoice gets billed to the respective site, site 1, 2, 3 and so on. This one seems easy, I assume we create a parent account and create separate child accounts for each site? Scenario 2 Account A has 7 different sites but all billing goes to Company A. Sometimes the different sites could simply be a small campus. Do we create the sites as Contacts? Or do we still create Child Accounts? Thank You
Zoho CRM - Custom Module - Post data from external application
I would like to know if it is possible to post date from external application to a custom module in some way. The custom module fields and post parameters are same. I am assuming a web form to capture the value of the custom module. And then post the data to data from external application to custom form. Will it work? Any idea?
CRM Contacts
If I am in CRM Contacts and I want to schedule an appointment, do I have to leave contacts and go to calendar? Jim Lambert
Link Three Modules
I have three modules that i want to link together. I have Contacts Brokers and Broker Locations Currently contacts are linked to a broker location which is associated to a broker parent (each broker can have multiple locations and each location multiple contacts). My Sales team needs to be able to see broker contacts by location, and would like to also be able to see under the broker the list of all the broker contacts. - Ideally they will add the contact to the location and it will auto populate
My company is participating in an event on Oct 4 and sharing Zoho with over 1000 high schools students
I am a subscriber of ZohoONE and will be participating in a Manufacturing Day event on Oct 5, 2018. My company is an exhibitor and has decided to share with the participates your Zoho inventory product and Zoho CRM of course. Details about this event - https://www.mfgday.com/events/2018/college-of-the-canyons-9 Event Includes over 1,000 high school students, do you have an Interactive exercise related to your CRM tool that students could work on? A short CRM exercise. I will have several computers
Custom Function :Lead score should be update by 10 on incoming response.
Hi Team, I would appreciate if any one can help here. i want to update the lead score of a lead by 10 on every incoming message(Response) Awaiting response.
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