Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho Creator. Anyway, I would appreciate all the help. Thank
Custom Module Issues with Phonebridge and more
So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Potential - Closing Date
Is there any technical reason why the Closing Date field in the potential module needs to be marked mandatory and not able to be changed or moved? I am trying to use Zoho in a B2C environment where I am dealing with a large number of prospects at any given time, and it is not only unnecessary, but often difficult to predict an exact closing date for the sale. It makes much more sense for me to simply track the amount of time that has elapsed since that potential was last moved to a new stage in the
Deleting Products
Why I cannot delete products, even though no associated orders/quotes/invoices as it says in the message.
Moving a layout
I need to move a layout from Contacts to Customers. How can I do this? Also, with Zoho One, do we get unlimited contacts??
Tasks Isn't Updating Owner When Changing Lead Owner
When changing Lead Owners, the tasks aren't updating their owners. This happens randomly.
REPORTS
Hi, When I run a potentials report not all the potentials listings come through the project value against them? Regards Paul
Send email into CRM
Is there a way to send an email from Gmail, and have it integrated into a CRM record in Zoho?
Creating a completed task when an email is received
Hi, I'm a zoho novice, only started using it yesterday. I'm trying to figure out how to automatically create a completed task in a Lead/Account module once an email is logged using the outlook plugin. i.e. Sales person sends an email from outlook, sends to Zoho, email gets attached to the Lead record and what I would like is that a task is created/completed with the subject Email Sent. Is this possible and if so could someone point me in the right direction, Thanks Michael
Is the 50 tag limit per record, per module, or system-wide?
At what level does the 50 tag limit exist? Is it a maximum of 50 tags applied to a given record (e.g. contact) from a total available tag set of >50 Is it a maximum of 50 unique tags available to records within a single module? It it a maximum of 50 unique tags available across all modules?
Reply emails in Email within Accounts
Hello, I have a personal POP email account tied in with Zoho CRM, and I send emails within Zoho CRM. I get the stream of the sent emails within Accounts, however, the responses/reply emails do not show up. Is there a way for both sent and received email stream to show in Accounts? Thanks!
ZOHO CRM/Account is INACTIVE?
When I try to login to my account mpage[at]yourwayhome[dot]co it says the account is inactive. I have no emails from ZOHO or anything discussing why the account is inactive. I need this fixed URGENTLY my ENTIRE business rides on the data that is in that CRM. The email was formerly [at]americandreamls[dot]com but we changed the company name. Please I desperately need to service my clients and there statuses are all in that account.
A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
Webform for Deals Module
Hello, I have created a new workflow whereby our Leads and Deal processes are combined under "Deals" - we want to be able to visualize the entire life of an engagement from start to finish in one place, without leads being separate. That being said, we currently use Leads-based webforms...what is the easiest way to go about creating webforms for our new Deals module?
CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
Selecting up to certain number of records in the view of the Module's records.
I have an interesting case. A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer. What needs to be done is: 5,000 Contacts out of the total segmented
Shared Field
Hello. We have a field in the Contacts module called "Referred By". There is another module connected to the contact called "Transactions and Properties" Is there a way to have the field "Referred By" also appear in the screen of the Transactions and Properties"? This would help us when running reports on closed transactions to verify the source of business. Thanks.
workflow and scheduled actions
I should be able to set workflow rules as follows: When> field Update + every time With scheduled actions For instance on leads: I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active. I would like to set up a workflow that does: field update: client status criteria: status = attempted contact and then a series of scheduled actions and then a second workflow for field update: client status criteria: status = long term and than a different
Emailing Limits
I'm confused as to what the total combined limits are for emailing from CRM. We're on the Enterprise version. We send emails via a macro which uses a template and updates a field. We also send emails via custom functions on custom buttons. And also use the standard Send Mail button. What are the daily limits for each of these and the combined total? Is it 1000?
How do I set permissions to...
How do I make it so that my org employees see only THEIR work in Zoho CRM???
wish - adding save tasks or set of tasks
I wish we could manually add saved tasks or a set of saved tasks - I know we can have it do it automatically, but there are some instances where i wish I could add it myself
Editing Calls
After making a call we want to create a follow-up call. However, your software only allows to "Save and create a follow up task." Can you create another opiton to "Save and create a follow up Call"?
Auto Contact Creation From Email Doesn't Pick Up The Name
Hi, I'm trying to create contact in CRM automatically when receiving an email. I'm using the Workflow Automation and set it up following https://www.zoho.com/salesinbox/help/zoho-crm/web/email-workflow.html Basically, I just want after receiving the email, a contact would be created automatically in CRM with the names (first name and last name into the right field respectively) and email address. However, CRM doesn't pick up the names properly from the emails, which makes the whole automation useless
In my form I can enter numbers along with the name field. I want only text no need to allow digits in name field what i do?
In my form, I can enter numbers along with the name field. I want only text no need to allow digits in name field what I do?
How to enable sync book PO with CRM PO ?
hi every, i try enable Sync transaction module between book and CRM , but i got errors : {"code":1000,"message":"Internal Error"} anybody know what errors i got ? and how to resolve it ? thank you!
Want some specific customization to your email template?
Hello Tech @ zoho, We are now frustrated by doing the same things without desired output. What is the point of using CRM when the first line of action by email is not attractive enough to draw leads attention all our work is useless.... 1. The Email template is having so limited option that all creativity goes down the drains... we cannot design template according to our company requirements. As html code is not fully supported... secondaly social network links can not be inserted in our email templates
Ability to link Zapier and other 3rd party functions to custom modules
It would be ideal for my business to link software such as Zaiper to custom modules and not just 'leads' etc. Would this be something Zoho will look into?
Is there a way I can deduplicate by partial name?
I'm wondering if there's a macro / rule I can set up to deduplicate clients by partial name? Sometimes when people are entering clients themselves they are forgetting things like Pty Ltd on the end of client names, so 2 client organisations are created that are actually the same.
New Customer .... what a mess
Hi I just started using Zoho and ...well... what a MESS !!!!! So after spending hours determining what solution i need after reviewing the thousands of modules like zoho crm zoho desk zoho finance , zoho books, zoho food, zoho travel , zoho zoo... i started with zoho CRM+ and Zoho books (still not subscribed to it though) And here begin the mess... So basically you go the zoho crm plus portal with a lot of features. Then you start eploring side addons like IQ (very good btw) but you kind of get out
As Admin, why do I get "access denied" to reports? I check all permissions and everything is set up correctly.
Please help! We can't access certain reports but all of our users have permission and it is set up correctly.
Preview the content of the email and add email related comments/descriptions
Hi, Is there a way to: show all the emails from different contacts on one tab if they're under the same account, and customize the display/filtering of the emails? For the majority of my accounts, there are multiple contacts with a lot of email interactions every day. So it isn't efficient to click each every one of them to view the details. So I want to see all the emails from different contacts on one tab if they're under the same account, and preview the content of my emails before I click
It would be good if custom fields appeared in Leads app
It would be good if the custom fields created in Zoho CRM Leads module carried over to the Leads app by default. Our organisation would like some control over the information being entered into the CRM via the business card scanning app. Currently our consultants have to click on settings in the app and select the custom fields for them to appear after they've scanned a card.
Can I Change currency in Standard or Professional Editions
I don't need to have multiple currencies as i only need the LE Egyptian pound. Can I still change the currency symbol to LE in Standard or Professional Editions ?
Plans to increase 50 tag limit?
Hello, I'm a photographer who works with a very wide variety of businesses. I tag the Account based on the type of business they're in. This is important for understanding where I get my business and for connecting others who are in need of a business' services. I hit my 50 tag limit almost immediately simply given the variety of business I work with. What's driving the 50 tag limit and are there any plans to increase it?
Add lead source from Zoho Desk
When contacts are created in Zoho CRM from Zoho Desk tickets, is there any way to label these contacts? (preferably the "Lead Source" field) I'd like to know what contacts are created from Zoho Desk. Thanks!
Formula fields
Hello, I am working with formula field. I would like to know how can i do this: If 'Rooms' is 1 'Percent' is 1%. I try conditional layout, but only allows me to select 1 number. Rooms is a Pick List. What would be the formula? Thank you
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