Using Bounced Reason in a Custom Report
Hi everyone, I'm trying to create a custom report that includes the Bounced Reason for emails in it (I know there's already a built-in Bounce Report - I'm trying to add more to it). There's no Campaign as all emails are being sent via a custom Action/Workflow. Is there any way to include this field in my Report? Thanks.
Custom Lead Fields - Can you make them available for use in Contacts and Deals Layout Automatically?
In the LEADS module, I have created a number of custom lead fields. I want these fields and their values to carry over when I convert to a Contact and Deal. Currently, it seems I would have to re-create the same custom fields in the Contact module and the Deals module in order to map them. I really only want to enter the custom field once in the LEADS module, then have those fields available to insert in the CONTACTS and DEALS modules. Surely I don't have to repeat the work I've already done 3 times
Deleting Attachments
Hi I can see support questions showing at least for the last 3 years, that you cannot delete attachments from incoming emails. This wasn't seen in the Terms that I read, when I first bought a Single User CRM. I'm heading towards the end of my first year and I do not like finding this out now. Please can you confirm this as I would need to consider my position and options as to whether I will remain with you. I have plenty of online storage at My One Drive, which is substantially lower cost than
Updating Available Columns in Zoho CFM Reports
Hi there, I'd like to customize/update the fields made available in my Zoho CRM reports tab as I realise it is missing some Lead fields. Right now, my Leads have GCLID details, however I am unable to find this field when creating my report under 'available columns'. Is there somewhere I can update the available fields under 'available coumns' for reporting purposes? Appreciate your any help and support on this. Thank you!!
send an email with a template from the Zoho.crm on a schedule.
I want to send an email with a template from the Zoho.crm on a schedule. Not from the Zoho.mail, but from the Zoho.crm. For example. Contact paid for the goods. I want to send him an email. Not today, but tomorrow at 9:00. How can i do this? Thank you.
Creating target lists for your sales team | Zoho CRM
Dear Guys, My sales wants to start targeting existing customers in our base that use a specific product. How can we create a list with customer that use this specific product? Or can you create automatically a potential / deal for these customers? Please share your thoughts. We haven't found the right approach yet. Many thanks! Kind regards, Jasper RoadSoft
Calculate to Add 'x' Weekdays in Workflows
Is there any way to calculate weekdays in workflows? Example: Workflow to schedule a call back in 2 days is instantiated on a Friday - so currently schedules the Task for the coming Sunday. But need to be able to schedule for 2 weekdays into the future - so should actually be scheduled for next Tuesday. But if actioned on a Monday, Task should be scheduled for Wednesday, etc...
Adding Products - Too Many Clicks!
It would be great if... When I add a product to a quote / Sales order / invoice, a new product line appears automatically rather than clicking "Add Another Line" each time I want to add another product. My Problem If I want to add 10 products I have to click "Add Another Line" a total of 9 times. If I have 4 or more products I then have to keep scrolling down so I can first see the "Add Another Line" link before I can click it I can't click "Add Another Line" multiple times to show multiple line
What's Latest in Zoho CRM
The latest enhancements in CRM include the introduction of Zoho Cliq integration with Zoho CRM, Gmail account configuration using Gmail APIs and auto-merge of duplicate records. Read further to learn more. #1 Bring the sales context to your chat window with Zoho Cliq for Zoho CRM Zoho Cliq integration with Zoho CRM offers the sales context to your chat messages so that you can share information with peers on chat directly from your CRM. This integration will also create a chat bot called "Zoho CRM"
No more option to record the description for the call
Hello, We have just noticed that there is no more option to record the description for the call. No such an option any more in the Create Call dialog however the field exists and available. I asked the support via chat and received a response that this has been a normal behavior now since the last 2 days. And, to record the description, we have to firstly create a Call, then go and edit description in it. WHAT? Is that serious? Have you ever tried to call clients and register call using Zoho CRM?
Using CRM and Books for Donor Management
Hi, We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges. However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I
Mail Merge in Wirter no longer works
Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide
Record of mail merge
When I merge a document such as a letter using the Microsoft Office plug in, or Zoho Writer is it recorded somewhere in the contact or lead record?
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Task Owner not showing up in tasks
Hello, We are having an issue when using the Zoho CRM App with Tasks. We are creating a task from the App, but not all of the people who have a Zoho account are then coming up on the 'task owner' section so we can't assign the task to the relevant person. Can you let us know how to fix this please?
Contact Alerts
Hi, Is there a way within Zoho CRM where I can be notified that I haven't reached out to a contact for a while and the system notifies me of that? I want to stay in contact with people but I have so many contacts it is easy to lose touch. I'd love to have a way where I can tell the system to notify me (in certain intervals like monthly, quarterly, etc...) to reach out to certain people. I would appreciate any help. Thanks - Eric
How to view overdue tasks in custom view?
I am creating a custom view for the Tasks module. I want my users to see all their tasks which are either due today or overdue (due yesterday or earlier). I can't see this as an option against the Due Date field and I can't edit the '${TODAY}' value. Can you help please?
One account, multiple companies.
Hi, Some of my projects involve multiple companies. How do I create one single account for a particular project containing contacts from multiple companies? Also there is a major time lag when I send mails to clients, also the reply mails are not received in the zoho crm, only in my mail id. Kindly provide me a solution to the issues above. Thank you.
One Company, has multiple locations
New zoho user. Not sure if I overlooked the information, but I am trying to add a business as a lead that has multiple locations. Trying to avoid having multiple leads with the same business name. Also, I see that you can add contacts after you convert to an account, but can you add multiple contacts when it's only a lead. Can someone help?
Fix Bugs, Implement Suggestions Instead of Adding More Modules
I have been using Zoho CRM now for 2 years. During that time, I have submitted bug reports as well as suggestions. While most of the bugs that impede operation do usually get fixed, the smaller bugs and suggestions usually don't. I understand, that every company has limited resources, but I wish that Zoho would take some of its resources it uses to create more and more modules and fix even the small (but annoying) bugs, and implement user suggestions. Just my two cents worth ... Oliver
Customizing Zoho for an Insurance Agency???
Good evening, I own a small boutique insurance agency, we are looking at Zoho seriously, however during our testing phase we are not sure how to enter and manage our individual policies with each client. I would have assumed it would be under product, however there is either a user error (ME) or the product module is not going to work. The reason... I want to be able specific and unique information for each client including policy number and the rest of the info... to use the product module would
Changing Contacts to different modules?
Is there a way to change a contact to be in the feeds module or in the lead or feed or accounts. Like an individual contact can I transition/import them through to different modules? If so how do I do that?
How to associate 1 contact with multiple accounts?
We have situations where one contact may own or need to be connected to multiple accounts. How does one manage such a situation. Thanks, Brad
Zoho CRM activities in Gmail GApps
Hello, Is-it a way to show Crm activities into Gmail-Goggle Apps (for exemple sync Zoho task with Google task). Thank-you, Regards.
The E-mail Deny option has been enabled.
Good morning, I'm trying to send email, but a message appears warning: "The E-mail Deny option has been enabled." What can it be?
Creating views based on month
We have a need to create a view with products that are sold in the month of march, and so on... is there a way to filter this out. We have been using the date field with the hopes it could be used.
How to remind customer / account for replenishing their consumable product using last invoice date ?
I sell consumables for various business. I would like to send a reminder 30 days from the last invoice date of an customer / account. Any easy way / ideas to accomplish sending a remainder email to my customer 30 days from their last invoice. I am proficient in Zoho API as well, but have challenges on doing the above. Looking for some pointers / ideas to start coding it . Doesn't seem that they have an out of the box funtionality to accomplish this easily. Also, multiple field search query (where
Contacts not associated with any campaign.
Is there any way to see all the contacts that are not associated with any campaign in Zoho CRM?
Find leads that have a specific activity attached to them
Hi Folks, I would like to send an email template to a list of leads that all have the same activity (task). Short of exporting a report as a CSV that includes the fields I want and then using an external program to email, has anyone found another way? Thanks.
Changing owners with workflow or blueprint
On the sales team layout that my company has, potential ownership changes 2-4 times throughout our sales process. I am trying to use Blueprints to set up a system for lead retention from objections, but my problem is setting the ownership. The first sales person can hand off the potential to numerous secondary sales reps. Is there a way through either workflow or blueprint to have a way to set a new transition owner so that i can set automatic tasks/emails being sent out to the new sales rep? Is
Food Delivery + ZohoCRM
I've been using the free version of Zoho for a while, and I think it's time to upgrade. I'm sure I might be doing something wrong or I'm lacking some features I deliver frozen food, 2 days a week. For this I create a new task for the contact who orders
Event Location not navigating to the map application in ios mobile
Hi, We have created an event in Zoho CRM with location details. In android mobile application, the created event has the location details with the link which redirects to the Maps application for the mentioned address. The same if we tried in the Apple IOS application, the link to the location is missing and is not directing to the mentioned address accurately. Can you please assist me in resolving this issue? Thanks for your time!
event invitations
Is it possible to customise the event invitation to include contact details etc?
Commission
Any plan on when Zoho could fit or be adequate to business that pays sellers by commission? I’m looking for something that would show the commission right after the sale in real time. Would it be nice? Easier for everyone to follow their performance through the day. What would it take for you to set up a link between the item sold, the seller code and the gain made by the individual or team? Lorts of companies needs something similar.
CRM Template Add Link is missing Selected Text option?
I am sure it was there when I was using CRM Plus. Now I am using Zoho One and it is gone. General Signature has 3 fields when creating a link. Selected Text, URL & Title (Tooltip) In Template adding a link only has 2 fields. URL & Tooltip. Button has all three but want a link not a button. Am I missing something or is this a bug or limitation or ...? Regards, Glenn
How do I add "&" in the subject line?
How do I add "&" in the subject line?
Receiving Email to my Potential
I'm sending emails from my Lead and Potential contact however I'm not receiving the email back in my CRM.
Deleting Contact from Contact Category
Haven't been able to see a way to remove a contact from a category in ZOHO Contacts.
Creating Lists For Contact
Hi everyone, I want to create a list. I want to cross refference all the companies that have a certain product or in my case a policy with certain manufacture as we are a health benefits consultant agency. I can create the perfect list from the products module however I can not mass email from this list as it does not pull the email address associated with the company or client that is associated with it. Can some one provide some insight or expertise on how I might go about over coming this issue.
Standard and Professional users of Zoho CRM can now enjoy the benefits that EXTENSIONS in the Marketplace provide.
Zoho Marketplace, an online store where users can buy and sell extensions that enhance the core functionality of Zoho products is now open for Standard and Professional Zoho CRM users. Install these extensions and create the CRM that serves you better! Extensions in the Marketplace include: 1. Feature add-ons , that perform specialized operations on your Zoho CRM database. Kanban Board is one such extension that lets you visualize your sales pipeline. There are many such extensions that enhance your
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