Scheduled Audit Log reports or access via API
Hello- I would like to see the ability to either schedule reports based on the audit logs (with the ability to specify a date range, type of action, etc.) or for the audit log information to be available via the API so that it can be ingested into Zoho Reports or a third party tool for reporting.
Workflow Rule based on a replied email
I want to create a rule for when a prospect responds to an email. The trigger is simply that they responded to a sent email. Can Zoho do this? If so, how? Thanks, Jeff
Locked out of CRM - Help
Hello, I am the admin and have locked myself out. I now get a message on the screen saying I should contact my admin for assistance. Clearly I can't do that, how can I regain access
Service based companies using ZOHO?
I own a service based company, we service our clients weekly monthly etc. I use ZOHO CRM to manage all of my clients, I was wondering if there are any service companies that are also using ZOHO. I need the ability to automatically change the next service date once they are done servicing the client. Is there anybody else using this kind of functionality with ZOHO?
searching multi select pick list in a custom view
I have set up a multi-select pick list field for sub-industries. When I enter the data in the pick list, it allows me to select multiple items. BUT, when I want to use the field in a custom view, the pick list is not available. My users would incorrectly type in the search requirements, hence the need for a pick list. Here is an example, Any suggestions? Automotive - Appearance Services Automotive - Maintenance/Repair Automotive - Misc Auto Products & Service Automotive - Misc Repair & Maint
Large Scale De-duplication
We have 25K records in our lead file and 5K are duplicates. I have downloaded the complete database and all the files. I then opened the lead file and removed the duplicates. I now have a clean file. I want to remove the old lead file from CRM and replace it with this new clean one. How do I do that? I'm open to another way... Just don't know how to be effective on this larger scale problem. By the way... The De-duplication tool was good only to a degree. Once the absolute matches were resolved
Create a reminder?
Hello, I am in Rental real estate business. I would like to know how can a create a field or button in a module that allows me to make a reminder when to call again an owner? Thank you.
Zoho CRM and DKIM
I am looking to setup Zoho CRM to authenticate with DKIM using our custom domain. Is there any way of doing this in portal?
Regarding Leads Assignment
Hi their, i want to use the round robin assignment rule for lead assignment but i also have a condition that if a existing user already has 100 open leads then no new leads should be assigned to that particular user.please reply as soon as you can.
Confused
Hello ZOHO Team, I have read ZOHO features and pricing but it is very very confusing.. I just want to ask that if I purchase 1 CRM Plus i.e (60$/Month), then how many users can i add in my helpdesk and projects? Will appreciate your detailed reply..
bad-domain ; Status : 5.1.2 (bad destination system: no such domain)
Dear all. I have problems when I try to send emails to a particular account. Can you help me? PVU
Where is "Advanced Search?"
Where is "Advanced Search?" Is "Advanced Search" now "Filter by"? Is it possible to do a module-agnostic and field-agnostic search for a string for any given record (Account, Contact, etc)? Can I do a boolean search? How? Example 1: I want to find all instances of the string "signed contract" for the selected Account. Example 2: I want to find all notes, for the selected Contact which contain the word "invoice" AND NOT "ACME"?
Best CRM Software
Hello guys, I'm Kohen Puckett and I own a manufacturing company. I use eWay-CRM to manage the leads, project and customers but now I think I want to know about ZOHO CRM because I heared about them from many business owners. So, Can anyone tell me it's features and also tell the benefits?
Download multiple files from CRM?
Hello, Is there a way to download multiple files instantaneously from Zoho CRM records? In other words, if a deal has several attachments, how can I download all of the deal's attachments at the same time rather than one by one? Thank you!
Google Voice Extension for CRM
I, like many others, use Google Voice as opposed to Skype. I've been through older posts (some from 5 years ago) concerning the use of GV within CRM to make & receive phone calls but I'm still not clear on how to accomplish that. Is there a native GV extension that needs to be installed through the Zoho Marketplace or does the extension need to be obtained/installed from elsewhere? If there are detailed instructions on how to setup the use of Google Voice within CRM I would appreciate being directed
Automatically assign leads to campaigns
Hey guys, is there a way I can automatically assign leads into a campaign? let's say I'm running Facebook ads driving traffic to a landing page with a web form connected to Zoho, I want these leads that I'm generating automatically assigned into a campaign called ¨facebook".
Roundrobin Lead Assignment
When I did round robin lead assignment to my 3 sales men, the 4th lead is coming the administrator and 5th to the Manager instead of going to the 3 sales people again. Am I doing something wrong with the lead assignment rule?
Price books in different currencies, different warehouses and warehouse transfers, landed cost
Hi Zoho team, your CRM is very powerful, but we new diverse business, we need some new functionalities as well. Is it possible to create price books in different currencies? Can we maintain the stocks in different warehouses, and have 1 warehouse ship something to the other? Also is it possible to calculate landed cost with Zoho CRM? Do you have any time lines for those suggestions?
Advice for an IT consultancy firm considering CRM Plus
We are a small consultancy (7 people) that work with Microsoft technologies. We have many small projects running at any given time. Timesheets are very important to us as that is how we bill most clients. Our main requirements (in order of importance) are: Timesheets for projects and support requests Project planning - particularly looking at what resources are over/under used over the next 2 to 6 weeks Task management for projects, support requests and bugs Helpdesk for clients to log and track
Issue with Web form - Captcha Image - Required Field - Redirection
Hi there. I have created a web form and included captcha in it but the captcha image is not showing on website. https://www.moonly.in/get-in-touch/ Also I can't mark certain fields in web form as required. There is another problem with redirection. The moment I submit form, it redirects to https://desk.zoho.com/support/WebToCase and gets stuck there. How can I resolve this issue.
Multiple Calendars
I would like the ability to create multiple group calendars. Many businesses have different departments and not all activities pertain to the other. For instance, I am working with a company that provides parts to different construction projects and we perform installations. We would need a calendar for the bid process as well as one for installation. We might even need a third for engineering and project management. Currently users can only create events under one calendar and as you could
From Field not sohwing my email address as an option
Hi, When trying to send an estimate from Zoho CRM (via the Zoho Books integration), the drop down field in the email template will not show my email address. It only shows the addresses of the two other administrators. So I cannot send out emails that are coming from me when I send estimates... The one solution that seemed promising was to create an Organizational Email for my email but that does not seem to have had any affect. Looking forward to resolving this as I cannot send out emails to customers
CRM functionality
I am a salesforce developer. Zoho also has an same platform. What will be a difference between these two CRM? I need only merits not demerits.
Contact Duplications
Hello, When I add a contact from outlook to Zoho, I often accidentally create a duplicate contact in Zoho because the contact is spelled in all caps in Zoho, but when I add that contact from Outlook, its spelled lower case. what can be done to avoid this
Confusion!
Hello ZOHO Team, I have read ZOHO features and pricing but that is very very confusing! I just want to ask that if i buy 1 crm plus i.e (60$/month), then how many users can i add in my help desk and projects.. Will appreciate your detailed reply!
Event Management & Planning
I am new to using Zoho and helping a client get the most out of her Zoho CRM. I want to be able to setup tasks/tracking associated with Events ... for example, for each 'Event', I want a series of tasks that must be completed in the lead-up and post the event. Each task would have a due date in relation to the event (ie. 1 week before event, 1 day before event ....) . Ideally, these tasks would synchronise with my calendar also. I would be absolutely thrilled if someone could please steer me in
Unfuckingbelievable
For the last six or seven months, we have been experiencing missing emails within Zoho CRM. These are emails sent to our Organisation Email. After four or five telephone contacts with Zoho and a few worthless, also worthless, chats, I learn that the Zoho CRM organisation email address will only display or capture inbound emails sent in reply to an email originating from us. That is, if someone, a client say, decides to email us using that email address Zoho CRM will NOT capture it or display it.
No response from Zoho for months????
Any chance you guys can respond or at-least acknowledge below post: https://help.zoho.com/portal/en/community/topic/lock-down-records-at-the-end-of-its-lifecycle#2266000010001574
Zoho CRM - Multiple accounts
Hello, I'm new at Zoho Crm, so im sorry for the noob question :) I belong to a marketing agency with mutiple clients, and i want to implement and use zoho for them. Can i use an account to have mutiple accounts/brands? or should i create a new account for each of my clients? thanks
Formula based on status of Checkbox
Hi, I have been trying to create a formula that calculates VAT costs based on the status of a checkbox. I have 4 fields in the module.... VAT - This is the checkbox that indicates VAT is applicable Amount - This is the base amount of the order Total VAT - this is the cost of VAT based on the Amount field Total - This is the Amount + Total VAT I keep getting 'Incorrect number of arguments' Although it's very possible I'm approaching this completely the wrong way. Here's me trying to calculate the
Mass update the field value to Null/None
Hi, I tried to mass update the value of a field to Null or None. That field is an option field. I just want to delete all the values in there because the values in there are not applicable anymore. For that field, it is not required field and I want to leave it empty/null/none for some accounts, so I can't really update them into some other values. I know the system have a default value of -none- for the field, but I just can't mass update into it. I tried using Mass Update button in the Account
How to always and only send Email as IMAP user?
I need to send an email from outllook OR from within crm and have crm treat either method as the same "Sent From"....either "IMAP Shared User" or "Email Sent From CRM." When I click the email address that appears in Contact List View, it spawns Outlook...this is fine. When I click the "Send Email" link from within the Email section of the Contact record it spawns the Zoho email editor/sender. How do I make that link spawn Outlook OR make that link send as a "IMAP Shared User"? Most of the time I'm
Rejected Emails not being seen by Sender
Emails sent from within ZOHO CRM are not being sent to the originating sender. We have tested this and find that if you send an email that is to an address that is misspelled or not existing, then there is no notification to the sender. The sender assumes all emails in the CRM are valid when they are not. It is imperative we know when an email bounces back in order to maintain a clean database. Can anyone advise if there is a configuration on the user side that we may be missing, or is this a shortcoming
How do I make a custom time stamp field in zoho
I would like to track everytime my sales team gives a demo to a prospect. I would like to Make a custom field so that all the sales team has to do is select a date and time each time they have a demo. Then i would like to run a report on how many demos given per prospect in a given week.
Tracking amount increase/decrease
Hi everyone, I'm looking for a way to be automatically notified of a larger-than-normal decrease/increase in the value of our Quotes on the CRM? Essentially, I would need to know when the Quote amount drops down by more than X & for the notification to display the previous amount along with the new Amount, something like: === Message Alert: Quote Increase/Decrease This Quote {QuoteName} has decreased from XXX to YYY - Find out more on {LinkToQuoteOnCRM}. === End of Message Anyone faced this? Any
Layout Customization
1.Can we add new section in Event module Layout in zoho crm? 2.whether zoho crm having File Upload field or not?
Calling from and to ZoHo CRM
I have a question about calling from ZoHo CRM as a European Zoho customer (Netherlands). What is the best phone provider for me to use and why? The phone systems I see on the Zoho list seems to be made for customers best based in the US. I'm also a smal business and don't have a reception. At this moment I’m using Skype. Thank you for the assistance! Martin
Email Templates in CRM
1. Facility to Clone an email template and save it in different folder. Example Clone an email template in LEAD and save it in DEAL. 2. Facility to add Check boxes and Radio buttons for recipients to select from a list of choices in the email
How to Create a task and assign it to a user in Zoho CRM
How do I get this done? Kindly help.
Webform information is not coming to zoho leads
Hi, I am handling my client;'s Zoho account. Client has used webform for contact form, and also in their PPC forms. Contact form http://www.oxyhealth.com/contact_info.php PC landing page: http://www.oxyhealth.com/rfi.htm http://www.oxyhealth.com/rfi5.html http://www.oxyhealth.com/rfi4.html http://www.oxyhealth.com/rfi3.html http://www.oxyhealth.com/rfi2.html Can you guys help why the information from the webforms are not coming to Zoho? Thanks
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