All of Zoho truly sourcing from one database: pipedream or on the dev schedule?
For a long time I have been searching for an affordable business management suite with truly one single database for all tools, features and apps within it. Salesforce has been the leader in this space for a very long time, and with their new Sales+Service Lightning plan with integrated apps all using one database, they are near perfect. However due to the complexity of setup and high starting cost, I haven't made the plunge. When I found out about Zoho One and read the marketing material online
Customer did not receive email sent out via CRM
Hi Team, When sent email to a list of clients via CRM, few client claim didn't receive although the status is shown as 'Sent'. I believe it may not be the CRM's issue because other clients still able to receive the email. Could you able to explain what (possible reasons) may cause it? I may need to explain to the recipients that this is not caused by CRM and probably due to their email setting or any other external issue. Thanks, James
Leaving a message for another employee about a call
Greetings, I haven't been able to find an easy way to leave a message (missed phone call) for another employee. Telling them who called, what time, message, etc. Can anyone direct me to the proper tutorial? Best, Brian
contracts on zoho crm
how can I add a contract to an account on Zoho CRM and keep track of it? Thanks
Workflow
How can I trigger the second workflow rule below? Lead creation > mail is sent (no problem), but then: If the lead did not reply on this mail, another mail should be send 8 days after the first mail was send. Thank you! Kind regards, Joke
Updating 60.000 accounts/contacts.?
I have Zoho Enterprise with about 60.000 accounts/contacts, imported some months ago. My mother-database is in ACT18 and I can make a CSV files of all those addresses/fields,of which many are updated with new and updated data. I like to update (and if not in Zoho, add) the ZOHO database with the outside CSV file, how to do that, by batch,what maximum per batch.? Thanks.
Email in ZOHO CRM
I have several questions. 1. what "Email Insights & Analytics " you mean? I did not see this in ZOHO CRM. 2. If we send email in Gmail, will ZOHO CRM display email status? (Open, read, unread, etc). 3. we have two office in two different location and even using two different domains. can these two email domains to be integrated in one ZOHO CRM?
Email Campaign in Zoho
Hi, I'm having trouble finding the Mass Email function within our Zoho system. In your online manual, it says to find More Options under Modules and then select Mass Email but I can't see this in our backend. Can you please advise? Thanks,
Look up fields search bar to be set as 'contains' rather than 'is'
Look up fields search bar to be set as 'contains' rather than 'is' When we are looking up our customers we need to know the exact name when searching. If it was 'contains' then much like google it would list the options
Mass edit records and better views
It would be useful if Zoho CRM increased the limit of 100 rows in a view to something more like 250. Also, you should be able to mass edit in the sheet view more records, 250-1000 would be good for many users.
Reschedule call isn't working
I am able to change the dates, however I am unable to reschedule the time. It only works for 10:00am and 10:00pm. Please fix.
Re-organization of Zoho CRM Setup
The Setup page in Zoho CRM has been re-organized to facilitate better navigation and visibility. We, at Zoho CRM, strive to constantly improve our product to enable you to manage your sales activities better. And as we include more feature sets and enhancements, it becomes necessary for us to ensure that they are easily accessible within the application. Hence the re-organization of the Setup screen. Here is a snapshot of the new Setup page. A quick glance at what has changed Earlier, there were
Cannot add user to CRM Organization
Hi Support, Can help to me fix this issue I encounter while trying to add a new user in the screenshot below. I am not able to remove the profile of this user.
Potential New User Questions
Hi I have always used MS Access but am looking for better software. Have been reading up on Zoho and really like the look of it, however just wanted to be sure it could do what I want before going forward. If I understand correctly I would build a CRM database with all my customer contacts on and then use Creator to build a stock management database. These could then be linked so a customer sale would automatically reduce stock and I would effectively have all information in one place (like I have
Community centre: courses, attendance, reporting?
Hi there We're researching various different CRMs and systems, looking for a best fit before customisation. As well as Zoho, we're looking at CiviCRM and some others. Please could I ask you opinion on Zoho's compatibility with the brief spec below? Thanks! --------------- We run a local community centre charity. We host numerous groups, from a weekly basketball club to youth support community outreach. Briefly, as a starting point, we’d like to: make adding a new group and setting up sessions
De-Dup records after importing
I have used a different CRM in the past where if I have imported records it allows me to select any specific fields I want, and de-dup against existing records. For example. We de-dup according mailing addresses. So, we selected the following fields, street, city, state and zip. If ALL fields matched other records, the newly imported lead would have been flagged as a dup and can be deleted. How can I do the EXACT same thing with Zoho. (Currently I am having to use the previously used CRM JUST
How do I overwrite data or update fields while importing
On the latest import migration wizard there is no option I can see that allows the overwriting of existing records or updating of fields. Inn the online help it indicates I should see a skip, overwrite or clone. All my version is doing is cloning. Any assistance would be appreciated.
Import - Link to Contacts
Hi, I'm trying to import data into a custom module which links to 'Contacts'. Is it possible to specify any field other than the Contact Name (e.g. email address)? So far, I've tried email and id but the record is always skipped with the error "Could not find a matching parent record for this lookup field. - Contact" Thanks, Beth
Want to sort all products as ascending or descending order at a time in Zoho CRM Invoice create/edit page and save
i want to sort my added products list as ascending or descending order at a time by one click like list view templates in Zoho CRM Invoice create/edit page. is it possible or not? if possible then could someone please tell me the way that i can able to sort my product list in invoice create/edit page. by default its possible to change place for one item at a time by drag and drop way but i need all added items sorting their places at a time by one click. After sorting products list then i need to
Price Book by default
Hi, can I configure a price book by default for an specific product?.If is possible how can I do it? When I am doing a Quote or Sales order, I need to select an specific price book even when the product is related with just 1 pricebook, performing an unnecesary step. It would be wonderfull if the system could recognize the pricebook by default for each product. Thanks in advance,
CRM Chrome Extension Limits Notes to 120 Characters?
I just installed the Chrome extension for Zoho CRM. When I try to add a note, call log or other information from the extension panel in chrome/gmail, it throws an error and says I have exceeded the 120-character limit. Is the extension really designed to limit notes to 120 characters, or is this a bug?
Email Tracking: Open & Clicks on links & Attachments
Bananatag software tracks emails when 1) opened, 2) clicks on weblinks and 3) attachments opened/viewed. I want to replicate with zoho crm including notification when each activity occurred. Does Zoho have functionality? If so, where is setup?
default even location
Is there a way for the 'location' field in the 'New Event' modal to use the address set already on the record itself? For example, creating a new event from an Account would have the location populated with this Account's address on record.
Changing a Search view for a Lookup field
Currently the default fields 'Account Name', 'Phone' and 'Website' appear when I select a lookup for Account. By using Setup/Customization/Search Layout I have changed the field selections by unchecking 'Website' and checking 'Site Name'. The fields are changed to show the new selections but when I do a lookup on Accounts I still see 'Account', 'Phone' and 'Website'. My changes are not taking. What am I doing wrong? Thanks!
searching for accounts while reassigning child to new parent account
Hello, I will be reassigning a lot of child accounts to different parent accounts (in efforts to correct some data). So far, I've noticed that when I partially search for the parent account that I'd like to reassign to child account to, it does not return a search result in the lightbox that pops up. Is there something I'm missing? I have to manually click the arrows to the right in order to get to the parent account and click the button on the left of it and save the child account to this new
4401Unable to populate data, please check if mandatory value is entered correctly.
i got error in zoho crm api my code is: thanks in advance public function zoho_Api(){ $auth = "token here"; $xml ="<Leads><row no='1'><FL val='LAST_NAME'>lastname</FL><FL val='COMPANY'>abc</FL><FL val='EMAIL'>gmimail@test.com</FL><FL val='PHONE'>123456789</FL></row></Leads>"; $result=$this->insert($auth, $xml); echo $result; } public function insert($auth, $xml){ $curl_url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?"; $curl_post_fields
Repeating task showing up multiple times
Hello---I created a task so that it repeats weekly, as it is something that I'd like to accomplish every week. With that said however, Zoho displays it multiple times under the Open Tasks, and there is no way to uncheck the repeat on the reocurring task when you go to edit it. Is a way to make the task display only weekly, as opposed to the entire list ? thanks
Trouble Signing In - "No network found.Please connect to Internet"
I was logged into Zoho CRM and everything was working just fine. I logged out for a little while and then tried to log back in and I'm getting a message saying "No network found.Please connect to Internet". Clearly I have an internet connection as I am posting this while connected to the internet.
deduplication
Does the CRM have the ability to depude records?
Extensions not working with european server
We have a test of Zoho one on the EU server. We have tried to install extensions like google drive and Mailchimp. By connecting to the external services, an OAUTH 2 form was completed and the related access was also authorized. But the last step failed, the server returns that the Zoho account we provided does not exist. I suppose the callback URL is on the US server, the US server could not find our account on EU server. If this would be the case, many extensions will not be working for European
Delete Primary and Replace with Secondary
I easily added a secondary email address but I need to change that to my primary and delete my current primary as the current primary no longer exist (we changed domain names).
Can pop up be turned off for Scheduled calls?
Many times a scheduled call is just a place holder to call on that day or around that time. It would be great if we could enter a date with no time. Also, why does a reminder pop up happen when the Reminder field is set to none? Regards, Glenn
Conversion Rules
Hi, We are looking for a solution where a Lead can be created with minimal amount of required information (First Name & Last Name) but before the Lead can be converted to a Contact, the Lead's Email & Phone Number fields have to be filled. We can set "Required Fields" in Contacts which only applies when a new Contact is created but these rules DO NOT apply when a Lead is converted.
Creating multiple alerts/notifications
Hello, I created two entities: Customer and Order. I'd like to create multiple alerts/notifications by mail, based on DueDate at the Customer entity (say 7 days prior to DueDate, 3 days prior to DueDate and at the DueDate). Can you provide me with some examples on this one? I'm not a coder, so please be gentle Thank you very much
Can you create a deal/opportunity for a lead without converting the lead to an account?
Hello, My company is using the Standard edition. We only convert our leads to accounts once they actually start buying our products. We want to use the Deals but we see that by default you can only associate the deal to an account. The Lookup Field for Accounts cannot be changed to Leads and I cannot add another Lookup Field. Any ideas or work arounds?
Need some hands on help
I am looking to connect and speak to someone on the zoho team by phone so that I can address a major concern I have with my CRM setup. What is the best way to achieve this as I am finding the forum process good for something and challenging for others. Brad
Creating A Product from Contact or Company Module
I can create a new product while in either the contact of Company Modules, however when I do it stays listed under the Create Add New Product (I renamed it this) list and not the standard "products" list...
Find and Merge, or De-duplicate automation improvment two suggestions
[1] Find and Merge, or De-duplicate is an option that has to be given to any administrator. We found that after applying roles and profiles only the highest ranked role can operate the de-duplication tool - to our understanding this operation has to be given to any administrator. [2] Ideally, the system should be able to recognize duplicate records upon creation (by email and/or phone), and once recognized, it should automatically mark this records with a flag saying "suspected as duplicate"
Adding new custom function - "An error occurred while loading."
Hi, I'm trying to write my own custom function but I just receive the message "An error occurred while loading" - is anyone else experiencing this issue? Thanks Beth
Blueprint coming up only after records are edited?
After a Blueprint was setup nothing comes up on the records meeting the Blueprint criteria. Even deleting all requiered criteria still nothing comes up. It comes up only after the records are edited some how. Is this a know issue? Do 100% of the respective records have to be edited after a Blueprint criteria is adjusted? in order for the Blueprint area fields to appear?
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