Website Contact Form message field
The CRM webforms only seem to be useful for creating or updating leads/contacts. I do not see anywhere how to set up a simple contact form and integrate it with Zoho CRM. It was suggested to use the description field or create a multi-line field for the comment field of the form in the Lead/Contact section but that makes absolutely no sense. What happens when the next time someone contacts us via the website? That field will be replaced and the previous comment lost. In the form I'd like a Name,
Email not working
Hi We have been unable to send or receive email through Zoho for about two hours now. Is something wrong with your server or is there currently an issue with mail? Not receiving any error messages, emails just don't send and nothing new has come through. Thanks David 48796320
Sum total duration of calls in minutes not seconds
I'd like to be able to sum users' total duration on calls in minutes rather than seconds. A simple calculated field in the report would be great.
Price Books
How do Price Books work? I understand that at the product level we can establish different Price Books or levels, but how can they be applied to a Customer? My issue is that I have a Retail Price List, Wholesale, And VIP price lists that are applied to customers, certain customers buy from certain lists. How do I assign a price list or price book to a customer? Are they tagged or is it a field setting?
Unable to upload a file using python
Hi Team, I have tried the below method to upload a file in ZOHO using python. ====================================================== import MultipartPostHandler, urllib2 ID ='put the accounts zoho id here ' authtoken = 'your zoho authtoken here' fileName = "your file name here - i use the full path and filename" opener = urllib2.build_opener(MultipartPostHandler.MultipartPostHandler) params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','id':ID, 'content':open(fileName,"rb")} final_URL
Assign products to users
I want to have different products assigned for different user levels - is this achievable?
Filter accounts without activities
I'd like to have an option to filter accounts without activities in the List View. I noticed this is a filter built into the Contacts List View. Can it be made an option for the Accounts as well?
Default Font for Email
I know this has been requested by many others. I would like to again request that there be an option to set a default font for emails.
Changing Main/founding Zoho CRM Email account
Hi, I have used my work Email address to create a Zoho account for my company. However, I do not want to retain CEO title and Admin privileges. How can I change the role and profiles of the main Email address and assign the CEO and Super Admin roles to another Email address?
Monthly conversion report
Hello, We need to be able to produce a report that goes by month to show how many leads are converted to accounts. In Salesforce we used to be able to do this with a formula but this doesn't seem possible in Zoho CRM. Being able to see the conversion rates for the month is a high priority as this is how we pay our staff. Can anybody help me with making this sort of report on the Zoho CRM system? Thank.
Sales/Contact Fields Not Merging
When we make a change to our Sales phone details, they are not updating in the Contacts phone field. I checked and only have 1x phone field, 1x mobile field etc. When I open the mapping section, it does not give me an option to merge them. Can anyone tell me what is going on here?
Collaboration with non-users
Hi All, anybody has found a way to collaborate with other company department using Zoho and something else? E.g. a task for a technical attachment to an offer must be assigned to a technician and it makes no sense to provide him with a Zoho CRM license just for this. Any integration e.g. with ToDoist or similar? Thank you
Regular importing data into a Custom Module with an Account Look-up field
I believe that, as of now, it is not possible to import data into a Custom Module with an Account Look-up field and see the custom module data on the Account immediately after import. - either through the import UI interface or via program code. I have searched the internet, spoken extensively to Zoho support but to no avail. Nowhere can I find anyone who seems to have done this. And this isn't some esoteric operation - surely most custom modules are related items on Accounts and/or Contacts
Please unblock my email
Hello, I've increased my email space to 10GB, but I don't get my email unblocked...Could you please fix this or advise? david_van_hartskamp@zoho.com KR David
Customize columns in contacts
How can i customize column size and how many columns to add in a section?
Email stopped working
Imap email was sending fine. stopped working 2 hours ago. Could not connect to SMTP host: box3031.bluehost.com, port: 465 ;java.net.SocketTimeoutException: Read timed out please help
Email Related List in Custom Module?
Hello, In potentials, accounts etc there is a default related list showing emails. I would like this to happen in my CustomModule3 please. In CustomModule3, I see the Emails related list but there are no emails showing? Any ideas please? Simon Moderation
Is it possible to sync CRM Documents and Zoho Docs?
Hi All, Is it possible to sync CRM Documents with ZOHO Docs? Or they should be used as completely separate tools. Please advise and thanks? Benjamin
Visits in CRM from SalesIQ tracking does not show all URL's
If I look at a visitors who is registered in CRM and compare his Visit URL's (what pages he has been on). I see more on the tracking in SalesIQ than I see in CRM. Should SalesIQ not push all visit behaviour to the CRM records?
Missing Salutation Field in page layout
I am trying to edit my fields for Leads and Contacts. The Field List shows the Salutation field, but when I go to the Edit Page Layout, the Salutation Field is missing on the layout, and missing on the Available Field List box in the layout screen. How can I add the Salutation Field to the Leads and Contact screens?
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
Dealing With Contacts Who Have Left The Company
Hi All, When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name. At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up. Until Zoho come up with a neater method. I have reverted to a method I used
Rollup Formula Fields in Zoho CRM
Is it possible to create a formula that's a roll-up field in Zoho CRM. The use case is that I would like a field on the Account that would be a roll up to show the number of contacts related to the Account. I'm new to Zoho and used to Salesforce where you can do rollup summary fields for parent-child relationships, so wondering if it's possible to do the same in Zoho CRM?
Deduplicating/merging duplicate contacts based on more than just email/company/phone/mobile
The current function does not pick up secondary emails or names, this is crucial as most contacts have more than one email address, so after an import, there are often double entries for the same person just because they have more than one email.
Deduplication not working effectively
I'm finding deduplication is only successful on the website version of Zoho CRM. When our consultants are entering leads or clients via the mobile apps or the Outlook plugin they are not prompted that the company they are entering is an existing contact in the CRM. On the website version, as the contact's company is being entered we see this: Much like Google it begins to predict the name of the client, prompting users to select the existing one where applicable. The fact that this does not happen
Deduplication -why the change and why changes are not communicated
Hi I noticed today you have changed the set up of the De-Duplication - why would you not advise people of these changes? The layout is not very user friendly at all. I'm not sure why the old way had to be changed. It was visually easier to see why certain fields were duplicated as we would duplicate contacts for various reasons (because your CRM doesn't allow for a contact to run across multiple accounts) I would suggest with things like this to open up to users and actually see if its better -
Ability to select and merge accounts like on Zoho Desk
It would be useful if we could merge client accounts in the CRM like we can with tickets on Zoho Desk. Here is an example of the function as it exists in Zoho Desk: It would be useful to be able to merge accounts in the CRM where perhaps the same account was entered twice but the name was spelt differently making it unable to be picked up during deduplication.
Revision History for custom fields
Hello, I saw one post on this (2 years old), but haven't seen a resolution. If I have a custom field on say a contact, is there a way to see a history of changes to that field? (i.e. on 11.21.17 was changed from 'test' to 'test again 1'). Thanks!
Users / Control Page not responding
We've been trying for some time to change the ROLES for our users but the page fails to respond. Anyone else experiencing the same? Can't get past the PRESS 1 menu system via phone support.
How to split revenue across multiple months
Hi, We run a company that sells advertising campaigns. The campaigns often stretch across multiple months, and we would like to figure out how much we are earning each month from that campaign based off of daily revenue. Example A: Advertiser A has a contract for the month of Feb. (28 days) for $2800 ($100/day). In this example, all $2800 is being spent in Feb. so the sum would be $2800 earned in Feb. Example B: Advertiser B has a contract from October 15th to November 4rd (20 days total). The contracts
How to turn a deal into a sale?
I have a few deals that I have closed and won but they do not show up as sales when I run a report. I tried converting it into an invoice and a sales order but it does not make it a "sale".
Workflow Automation or Lead Assignment
Hello Team, I have a workflow automation rule and a lead assignment rule. The Workflow automation rule runs when a criteria is met in the data submitted in the form and it updates a field of Lead accordingly. Based on this updated field the lead assignment rule is supposed to run. However, this is not happening. Apparently the lead assignment rule is running first and then workflow automation rule. Can you tell me which one will run first? Ashish
User Control: Sales Pipeline Record Visibility
Hi, I am a new user to Zoho CRM and am evaluating it as a replacement to our in-house CRM. One of the requirements we have is the ability to control the visibility of records based on the sales pipeline. With our current CRM, in order to prevent issues with BDMs interfering with each other's suspects/prospects we hide anything that is not owned by the individual BDM. However, when a suspect/prospect is lost or not worked on for 30 days, it is moved into "recycled" status where it is free to be picked
Zoho CRM search and replace a word
Hi, We have prepared some data in our Zoho CRM, and we need to be able to replace a word in a certain field in the Contacts module. The field has different content for all contacts, but we need to replace the particular word in all the records. How can we do it? We can't just do a blank field update, we need a more creative solution here. Thanks, Mykola
email with imap settings since today (4 august 2016)
Hi since today the emails are not working. When setting up the imap settings it says "authenticating" for a few minutes and then gives an error "server disconnect" it has been working until this morning... I have tried on several browsers and have alsy "disconnected imap" and tried to enter everything again .. but it gives the same result every time. PLEASE HELP URGENTLY! thank you
HOW CAN I CREATE CATEGORIES IN CONTACTS?
MS OutLook allows the creation of categories - a helpful tool to group contacts. For example, if you wanted to create a category within OulLook for all contacts with green hair you could create a GREEN HAIR category and tag all relevant contacts. Similarly, you could create a category for NEW ZEALAND. In short, CATEGORIES can be a very useful tool to sort/group/sub-sort/link CONTACTS. ZOHO CRM does not import categories created in Outlook. How do I create CATEGORIES (or something functionally
Disable changing owner of a record.
What would the setting be to disable the users from changing the owner of a record? I have seen this setup on accounts before but cannot replicate it. For instance I have a user locked down to only see their records, but they can change the owner and turn off access to that record. Any ideas?
Zoho CRM-Forecasting
i have set up a forecast based on: the parameter- "Sales Price" i enter a quarterly target of $35,000,000. When i run it i get an error- " "Target Mismatch" and all data is shown as 100%- what am i doing wrong?
Webform to Lead Updates
Hi there! We have recently updated our Leads layout and now want to switch the webform we set up on our website to dump the new leads into the new layout. I've updated the webform to pull information from the updated layout, completed the webform, and used the 'source' code to embed into my website. However, leads keep populating in the 'standard' layout we are trying to move away from. Is there a way to troubleshoot this? Thanks!
Logging an activity without sending a e-mail
I'm taking a look at Zoho. If i log an activity and add contacts to it Zoho will send all the contact a e-mail. Zoho ask me if i want to send an e-mail Even when i hit the No button Zoho is bordering my clients. What I’m I doing wrong? In 99% of the cases I don’t want to send an e-mail to my clients but simply want to log an activity. A report of a meeting or a call. I want to add the people who are involved to the case. So I can see who were presented at a meeting. But I don’t want to send them
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