Reports for "Me and my Team"
We are coming from Salesforce and there you can filter CRM Reports by "Me and my Team", when you open a report like that you see your records and if you are a Team Manager you see all your subordinates' records. It's about getting your subordinates' records in the same report they use. If they open the report they see only their records. It allows you to handle only 1 report for you and your Team. Actually in Zoho CRM you have to build 2 reports, 1st yours including all your subordinates and 2nd
Why can't I see all my "Notes" that are in
"Contacts" in "Deals".
I tagged a sales person in Notes in a Deal asking him to update the record. He told me he was waiting on me for additional information. I looked at all the Notes in Deals and could not figure out where we left off. I then went into the Contact record and there was an additional Note there that was not in Deals. We should have an option to see all Notes as we have the option to see all email in Deals. Actually, I think it should default to see ALL Notes and Emails unless one specifies otherwise.
Heads up: Data server maintenance on EU and CN servers
Hello everyone! We are executing server maintenance on our Europe and China data centers on 13th May 2018, which falls on a Sunday. The maintenance activity is scheduled to happen between 2:00 AM and 3:00 AM BST on the said date. During this maintenance activity, there could be minor disturbances in accessing Zoho CRM and it shouldn’t last more than 5 minutes. Once the activity is complete, Zoho CRM will be restored to its full function. We wish to inform you of this maintenance activity and its
webform url capture
I have a single form I want to use on multiple pages. when the form is submitted I want to capture in CRM which page the user was on when they submitted it. I have added a hidden field (URL field type) onto the form, I just need to know how to populate that field with the URL of the page when the form is submitted. Any ideas? thanks
CRM webforms - stopping redirect
Hi there Anyone know how, when using CRM webforms, i can stop a user being redirected to another page after they submit a form. I have never seen this done on a website, you normally just display a thank you message to the user and this is what I want to do... thanks
Move Notes section to top
We are using the Enterprise Edition. We would like to view notes and recent changes to the account immediately on the top of the module layout. I've seen that other people have previously enquired if it is possible to change the layout in such a way. Has a solution or workaround been found? Thanks.
Time Date Difference- Workflow
I would like to ask if this conditional statement is possible: var1=2018-05-11 16:24:26 var2=2018-05-11 16:51:14 if(var1.toTime() >= var2.toTime()){ // sample codes here } I'm trying to compare two time dates, but it isnt working. I've tried researching but there aren't many documentation about this query What can be wrong? Thank you
Worflow Function
Hi! I'm curious if there's a way to count how many times a particular workflow function is triggered?
Automation question
I am trying to make an automation task to do two different things. One is to create a new tag for a record and the other is to send an email notification. This will be based on a specific date field is 60 days or older. I have tried everything and it isn't working. Is the time set for what time zone? And on that time, does it run everyday at that time and look for those conditions to be present? Any help in getting this working would be great. Albert
Zoho CRM Subform Field Widths
We just set up subforms in our Zoho CRM account but can't figure out how to fix the field widths. I've looked in modules, the subform itself, and the field properties itself, and can't seem to find it. For example: Our "Product" field (a lookup that finds our product name) might be 15 characters wide (we need longer) While the Quantity field might be 20 characters wide (where we really only need 3). Even if I adjust the number of characters allowed in a field, the width stays the same.
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Allow FB type feedback on Notes
When a feed pops up I sometimes just want to acknowledge it with a thumbs up. That allows the person who entered the note to know that I saw their Note. It also helps me when I return to the record to see that I already knew about the Note/action taken.
Why is the GCLID Field Not Available in Reports?
When creating reports, the GCLID field is not included in the "Available Columns" to display on reports. It is not selectable in any section of reports. Why? Thank you.
"You do not have permission to access Zoho CRM..."
...Please contact your administrator" - I am the adminsitrator - I was trying to fix a Google Calendar integration bug. I started out by using a yahoo address as a login even though I was running the app in my google domain. Application worked but it was pulling data from the login id rather than the underlying app and domain to determine Google calendar integration (this is weird). Finally got a response from support to use my google domain email as my login. I went to make this change, first
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
This Web Is Very Low
This Web Is Very Low.
Track lead
Hello, I want to know if there's a way to track my lead after I converted it. Is it possible? I want to have an accurate number about my leads historic and it'll be possible if I track them. If there isn't a way to track, can you have another idea to solve it? Thanks in advance.
Query | Subtotal field
Hi, We need to be able to visualize within the Purchase Order module, a column that shows the "amount without tax " of each order. As we do not have that column, there is a way to modify the "Subtotal" field in the "product details" section, so that it shows the amount without the tax?. The idea is to continue calculating the tax field but the subtotal takes the value of the amount. That's right now: So it should be seen: Sincerely,
Pricebooks, automated prices and VAT - zohocrm can't handle that?
We recently emailed support asking for a way to have zohocrm automatic add value to list price and add VAT, and recieved a concerning reply that zohocrm can't handle that. Are we the only organisation that needs a way/method to handle quotes, pricing and VAT issues automatically? If you have had the same issue and found a solution are we very interested in your solution. Zoho replied "We may analyze the option to automate this in our future road map." - doesnt sound like a near solution.
Are we obliged to send consentment email to all of our subscribers?
Many of our contacts have given us their emails and some of them never open their emails. Are we obliged to send consentment email and what if they do not open it at all?
After changing language I have form field values in both languages at same time
I started using Zoho with English as my language. Than, I changed it to Portugues. However, when I have to fill a form field now I got both, English and Portuguese values, what is a mess. Examle: In Negocio->Estagio: I can choose : "Fechado (Ganho)" or "Closed (won)", what is the same thing. Please have a look at the attachment. Thank you, your product is great! Rodrigo
Hawksoft CRM for the insurance industry vs. Zoho
I have a prospect who is currently using Hawksoft for his insurance company but he's considering letting us set him up with Zoho. His current CRM is industry specific and was created by a coder who was also an insurance agent so it has integration features that allow for specific carriers such as Allstate, Geico and others to easily make updates to policies and things and the information automatically feeds in to the CRM. Does anyone have any information regarding the advantages of Zoho over this
Import leads and automatically change lead owner
Me and another user will be importing leads for our company. We have another user account on the system that we want all leads to be set to automatically. In the meantime, my workaround has been with a custom view with conditions set like me as owner and no lead status, then I mass change owner. I know there has to be a way to do this automatically using automation. I have messed around with it and couldn't get it to work. Anyone have any input on this sort of workflow with importing leads and
How to do SMS Integration?
Hi! I e-mailed support@zohocrm.com but unfortunately didn't get any response yet. So I was hoping that maybe someone here in the community knows this: I can't do this with workflow function and blueprint. I'm thinking this can be done through custom button using widget, but I'm not really sure. So I would like to ask an advise for possible solutions. This is what I'm trying to do... sending and Tracking Text Mesages to Contacts/Leads: 1. In the Leads/Contacts module view page, a Send SMS button is
Zoho CRM Error 4918
I am using your SyncApps integration to sync Zoho CRM Contacts to MailChimp. The API is returning the following error to my SyncApps log details: Error on sync: Module is hidden for your organization (Error code: 4918) The Contacts module is not hidden, so this error does not make sense to me. Can you help?
delete repeating events
I created a weekly repeating event to test that capability. I have two problems. First, I can't delete the repeating event. I can delete instances of the event, but no the entire event. Is there a place where this can be done? Secondly, one of the forums suggested that repeating events could be deleted on the calendar. But this event is not showing on the calendar.
Portal URL developer edition
Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).
How to clone a template which is already present?
How to clone a template which is already present?
Why are SalesSignal Notifcations including emails between my colleagues and I?
Hi Zoho Community, I was curious why the SalesSignal notifications included emails between my colleagues and I? Especially emails that are irrelevant to our clients. We have some test records in our CRM of course for "testing" but could that be the reason why? Thank in advance for reading. Respectfully, Juls
Document Management
Is there a way to centrally store documents in a module so that all users have access? (Documents such as sales collateral, order forms, brochures etc.). Thank you!
Gibberish Shown when Exporting Data When using Traditional Chinese
Hi, I am an Enterprise Plan user. And I find that error Gibberish characters shown in the export CSV file as I am using Traditional Chinese (in both the field name and the field value.) And I have found in the forum that this problem was reported 5 years ago and there is still a problem there. Please let me know if you are going to fix it or i will simply switch to another CRM vendor. Thanks
Can I disable the Skype link?
I need to turn off the Skype link feature as I do not use Skype to make calls. When I use my mobile device it is rather maddening to have the Skype link trump the smartphone's dial feature. Additionally, it's difficult even to cut and paste the number into Google voice on my desktop. Plain text would be much better. Thanks.
Double opt-in in zoho crm web forms
I have been reading some posts in your forum and you guys have to find a solution for double opt-in using web forms as we are legally responsible for doing so as 1st of may 2018. In Europe, anyone collecting personal data HAVE to apply double opt-in or we might be responsible for very high penalties.... Can you give me some information about your advances in this matter?
Same offering to multiple leads
I have the same offering I'd like to sell to multiple leads. How do I set that up in the deals so I don't have to do an individual deal for each lead? Is that possible?
Confirmed Opt-In or Verified Opt-In
Hello, I would like to know if Zoho CRM has a verified opt-in or double opt-in as we call it here. This would be the mail a user receives upon entering his data in a contact-form of yours to receive a newsletter, in which he needs to confirm his request before I can send him the newsletter. I do not mean the fact of redirecting the user to a thank you page. Does Zoho have this? Thank you! kind regards, Lars
Recreating the lead stages I used to have in Hubspot, in Zoho
Hi there I am moving my lead management from Hubspot to Zoho. In Hubspot I am used to having the following lifecycle stages: Subscriber: The only piece of information I collect is the email address, so the lead gets updates on our blogs and newsletter Lead: I have First Name, Last Name, Company Name and email address. Then there are a bunch more stages, but not important to solving this problem I want to use Zoho forms on my website to capture info and get it into CRM, but I'm struggling with how
Keep your CRM data accurate with Validation Rules
Hello folks, Last month, we saw a bunch of new features that got rolled out during the Zoho CRM 2018 Release. Today let's take a closer look at one of them called Validation Rules. Poorly maintained CRM data can result in ineffective business processes and inaccurate reports. The key to running a smooth business it to maintain a clean CRM system. That in turn needs you to validate the data that goes into the system. But imagine, if you have to sit and validate every piece of information added into
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