How do you know when a lead is waiting for approval
Hi Is there anyway of being notified that a lead is waiting to be approved? I am not using Zohos web to lead, I am using an external form and the API. Steve
Zoho CRM Backup Email Missing Links
Hi, I recently backed up everything on CRM (about 10gb) and received an email with two links to zip files: 1. Data 2. Attachments_001 In the past there used to be lots of Attachments_00x files, but now only one. The Data file downloaded fine, so did the Attachments file, but it was only a partial backup (1gb worth). I then discovered if I downloaded from the same URL, but changing the query string to say Attachments_002 instead of Attachments_001 this contained more data. I did the same with Attachments_003,
Export from List view
I'm constantly having the issue where my users are building lists in ListView for various objects and then realising they cant export the data, then they have to go and build the data set in reports to export. I would like to see the ability to export to excel/csv from ListView.
I want to print in bulk with a template of an invoice created with ZohoCRM
Hi support team Please help us. I would like to bulk print invoices created on Zoho CRM. ZohoCRM does not have the function to bulk print invoices and quotes. Is it possible to implement this function using an application on Zoho? Also, are there any plans for this feature to be implemented in the future? please tell me. We are waiting to have you help.
Automatically sending leads to a Zoho campaigns email list according to a field
Hi there, I'm hoping to create a workflow function that automatically assigns a newly created or imported lead to a certain email list in Zoho campaigns based on a field (specifically, if the lead's source is event, I want them to go an event mailing list in campaigns). If anyone could help me with the code required for this function that would be great. Thank you
How to track lead activity?
Hello, Is there any way to keep track of a lead, like who has updated the lead, what fields user has updated, what was the previous lead status. Basically we want to see detailed lead logs. Thanks and Regards, Dinesh Kumar
integration ZOHO - MAILCHIMP
Hi! I am writing because I am trying to integrate my Zoho account with mail chimp. The problem is that everytime I try to do it in mail chimp I get the error "4102":"You don't have account in Zoho CRM" Can you help me please? best regards
Filters
Hi We have Account Owners and Account Co-Owners (also same for Lead and Contacts) As a manager, I want to quickly look at a particular salepersons accounts that is a Owner OR Co-Owner It seems the filters in each of the modules is set to AND so when I select John Smith as Account Owner and John Smith as Account Co-Owner is returns no records even though he owns accounts and also Co-Owns some accounts. There is no way of getting past this is there. I think an option of And/Or should be available
Search function not returning results that are present in the database
Hi, When using the Search function to query our database we are not returning any results for specific database entries that we know are within the database. An example would be account number 'ABC1234', this is visible in the database under the 'Customers' heading, however when we search for 'ABC1234' no search results are returned. Any help or suggestions anyone has for this would be greatly appreciated. Kind regards Jack
Transferring task lists from the Projects module into the CRM module
Hi there, I have a task list in the Projects module that I want to attach to all of my campaigns in the CRM module. You can create tasks in CRM campaigns but it does not seem like you can create or import task lists. If there is a way to do this please let me know. Thanks, Will KK
CRM Macro: Can you allow to assign a task for the same day using macros?
We put tasks for some leads with the same day as due date because we need our agents to contact them right away. Trying to use a macro allow us to assign task with 1 day and more which means tomorrow and after. Can you allow tasks using macros to have 0 days after the macro has been run? so the tasks get the same day as due date?
Advice on filling in same telephone number - contacts and company
Hello all, I need some advice on filling in the telephone number with contacts and company. For example a company has one central telephonenumber -let's say 123 456 789- where the total company and it's contacts are reachable. Would you also add the telephonenumber 123 456 789 as the number of the contacts or would you leave that empty? Actually - the same question goed for emailadresses. Company mail adres - info@company.com. For example two employees who also use info@company.com as their mailadres.
Cannot Send Email
When I try to send a email from a template I get this? Some of the URLs in the mail body may be inappropriate or blacklisted How do I fix it?
How to mail merge pdf attach to workflow
Who could help me to find solution. I have to create mail merge document in PDF, attach it to email and send this document. Are there any ways of doing it? Have tried everything from Zapier to CloudConvert. I could manually crate PDF and download it but can't attach it to email template and assign to workflow. Will be glad if someone could help. Thanks!
New user invites not recieved
Hello, I am unable to add new users as the invites are not being received by the new user. We checked the spam of the new user email. We also tried a different email but the invites do not go out and so not able to add any new users. Can you please help?
Brief overview of our recent enhancements
Hello everyone, In today's post, we will take you through the recent enhancements in Zoho CRM. Let us take a look at each of these in detail. Enhancements in the Zoho Projects Integration Mapping Projects and CRM fields - While configuring the integration, you will be able to map both standard and custom fields from Zoho Projects with the corresponding CRM fields in the Accounts and Deals modules. This will ensure that the fields are auto-populated every time a new project is created in Zoho CRM.
Zoho page 'unable to make a call to xxxx（‘dialed number’）'
I am useing Asterisk and zoho crm. now I configed the authtoken key ,and the Asterisk server details . And I click the phonenumber my extensitons rings, when I pick up,it can call out to the dialed number, but the zoho web page show unable to make a call to xxxx（‘dialed number’）. When I change the trunk name to the dialed number. it's runing will,no errors. So who can help me to reslove this problem? Thanks a lot.
How to enable convert option for non administrator user
Hi, I'm facing a challenge while giving permission for convert option for non administrative profiles. I have some custom modules, in that some custom convert functions are there.(Operation: if any one click the convert button, that perticular record will move to another custom module). And I have four active user's including a administrator. Here the problem is other then administrator user coudn't perform this convert action. So that I have tried to give permission in module permissions.
two accounts on mobile
I have two free accounts. I would like to use them both on my mobile android phone. It will not let me do this. Can you give me specific directions on how to do this? Thanks Bill Swartz
Is it possible to add CSS?
Hi, Zoho CRM is fantastic and very customizable, but is there a way to edit the modules view with css? Because now it's almost all black and white and we need to highlight many part. Thank you Camilla
Automatic date review for added Attachments
Hi There, Is there a way to create an automatic action that will create a 6 months review for any attachment added? For example - I add a attachment to an account, and in 6 months I get an email to review the attachment. I was looking at work flow rules and actions - but work flow rule doesn't have the attachment field. Hope you can help. Thanks
All Tab Groups missing for one user
Hello I have one user that cannot see the any of his Tab Groups and the tab bar is blank. When I give him admin rights he can see it but not standard right. all the other users are able to see it. What am I missing
2 emails automatically on created email
When creadting an email within a Lead or Deal by clicking "Send E-mail" -the main email address on the account automatically appears in the "TO" ; however, come Leads and Deals have more than one email. It would be nice to have both addresses automatically added to the email.
Update lookup field
Hi I have this function that needs to update the account based on what happens in a custommodule account = zoho.crm._getRecordById("Accounts",account_id); trial = zoho.crm._getRecordById("CustomModule2",trial_id); trialLookup = trial.get("Name"); StartNote = trial.get("Start trial note"); MidNote = trial.get("Mid trial note"); EndNote = trial.get("End trial note"); account.put("Start trial note",StartNote); account.put("Mid trial note",MidNote); account.put("End trial note",EndNote); account.put("Trial",trialLookup);
BEFORE YOU SUBSCRIBE TO ZOHO CRM: BEWARE OF ZOHO CORP'S UNETHICAL UPGRADE PRACTICES
I am the Principal Advisor for a Business Consulting firm that specializes in helping start-up and small businesses achieve better returns through business process automation. During these past 7 years, my associates and I have always recommended Zoho CRM to HUNDREDS of business and have worked on customizing at least 15 Zoho CRM packages for our clients. We also have been using Zoho CRM ourselves since 2007, so we are expertly proficient with Zoho CRM and are VERY familiar with the life cycle
Help writing a custom function to call an API
Hello I am trying to write a custom function but not having much luck in getting it to work. Here is the API call I am making...... https://api.postcodes.io/postcodes/GL11JB Here is the code I have written in Zoho CRM..... resp = getUrl("https://api.postcodes.io/postcodes/GL11JB").get("result"); for each rec in resp { mp = Map(); mp.put("latitude",rec.get("latitude")); update = zoho.crm.update("Resale",contid,mp); } The response from the API call looks like this..... {"status":200,"result":{"postcode":"GL1
Setting objectives.....Squarefoot instead of a currency/$??
is it something possible to fix my objectives in something other than money?
Associate Contact Email to Potential Record in CRM
A potential record in CRM already shows the associated contact records including the contact name and contact email. The potential record module contains a merge field for the contact name, but there is no contact email. We added a new custom field "Contact Email" to the Potentials module. Question, how we can automatically map this new field to the contact record's email? If we use a workflow automation is only lets us perform one action in a module at a time, not across two modules.
How do I add a new lead source?
Sorry, I am having trouble identifying how to add new lead sources. My company needs the ability to track specifically which of our marketers and ad campaigns give us the most and most profitable leads.
Multiple unique fields
If I have more than one unique field on a module (be it Leads or even a custom module), would each field be unique individually, or would all fields be unique together? i.e. if I had Email and Phone as unique, would the system typically allow for multiple users with the same email as long as they have different phone numbers and vice versa, or would it fail even if the second attempt of creating the same email but with a different phone number fail?
How to create lead with no company field?
I'm a real estate agent and my customers do not have a "company" field. Can I disable this field or edit it to be useful. I'm not sure what to use as a company field when importing my leads as well.
User Error
Hello, I just added a user but used a domain that does not exist on acccident. How can I change the email? Thank you for your help.
is there a way to automate lead scoring?
Is there a way to automate lead scoring? I used salesforce currently and looking to migrate, however, the key functionality that's necessary for our team is a lead scoring chart integrated into the CRM so that when I go on the leads page I can just sort by score. (the higher the score the hotter the lead) Currently you can do that only by setting manual scores, however, with salesforce I can currently set values for automated scoring. Such as, if a lead is a particular vertical they get x amount
Edit Contact Roles
When i add a contact to a potential. I cant workout how i can edit the contacts contact role in the pick list?
Tracking venue availability via a calendar.
I need to have one centralized calendar where all of our account reps can check the availability of a venue. We have 2 venues and they could be in use anytime of the day. If I had to I could have a calendar for one venue and a different calendar for the other venue. Would I do this with a Google Calendar? Any Ideas ? Thanks Charlie
Workflow Question
Hi, I created a workflow so that our salespeople receive an email notifying them that a stage has been changed for a "Deal" to the next step which is the "Site Visit" stage. It's working fine but is there a way that the auto-email can include a link to the actual Deal whose stage has changed. Right now it's just sending them an email stating "this client is ready for a site visit" but there's no way to identify the client. Thanks.
Multi Currency | USD Problem
Hi, My problem arises from entering AR$ as the main currency. When I want to put USD as a secondary currency, but I can not set values lower than 1. The Argentine peso is worth 0.039 USD or seen in another way, 1 USD = 25.40 AR$. How can I make this value reflected in the system? Sincerely,
I have a question
The list type parameter in the ZoHo function can only read 200 data at a time. But in some business logic, it is necessary to compare all the data in the function with the newly created data, such as the age (because the age after the filling in CRM is fixed), but the age of the user is increasing every year, and the annual increase of 1 years, but the list can not implementa. So, I want to ask if there is any way to solve such logic. (Above from Google translation, my English is not good)
auto-bcc to one or more email adresses
First of all, it is good to see the improvement of Zoho Support, as the Bcc field now available. About that, I'd like to suggest we could specify email adresses to populate the Bcc field as standard value (with or without the rep being able to remove it). Maybe a workflow... It's good for us managers to keep track of what the reps are doing...
Canada...
Always Annoying when a lead form ENDS with the country, rather than STARTS with it... Should always be country FIRST, then State/province/department , then City and address... 40 years of database and nobody seems to have figure that out ....
Next Page