using ZOHO CRM for Construction industry
We are construction company based in Saudi Arabia. We are considering to purchase ZOHO CRM to use for construction industry by our marketing. Please let me know if anyone here have experience of setting up this? If you are ZOHO provider who can help to setup ZOHO CRM for construction industry, please do let me know. ysahn@sendan.com.sa Thanks
CRM: How to keep INBOX from getting cluttered with too many messages w/o losing association with Zoho CRM Contact records
I have IMAP syncing set up so that I can send/receive emails directly from Zoho CRM but I also use Apple Mail on my laptop, iPhone and iPad for sending mail to / from the same account. I love that Zoho CRM automatically links the records in my IMAP's INBOX and SENT folders with contact records, no matter where I send the email from - but if I move it out of my INBOX into a different folder, the email no longer shows up in the contact record. I maintain relationships over many years - I'm visiting
Restrict access to create new reports
Hi, Is it possible to restrict who can create new reports? I still want users to be able to see and run existing reports but only allow administrators to create new reports. Thanks Beth
"Open CRM Contact" direct from Zoho Mail email contact header
Just wondering if it would be possible to have an Open CRM Contact shortcut button directly from the email header instead of having to first go to "View CRM Info" For Example:
Record of Status change for a lead
Hi, Can we know about all the status changes happened for a lead and Is there any record maintained for that in Zoho CRM???
Data not showing up in Export
Hello--I am generating reports from Zoho, and there is data that is not showing up in the csv file even though it is in Zoho. This data is from drop downs that I created in the Zoho module. Any reasons as to why they are not showing up in the Zoho module? Thx.
CRM contacts from spam
Hello I am looking for a method to eliminate or quarantine contacts that are automatically added to the CRM contacts from spam emails. The issue happens because we have both CRM and Desk with a two way sync. All emails that come into the customer service email for desk are synced over to the CRM. I'm wondering if anyone has a solution for removing these contacts? Is there a blacklist feature in CRM that I haven't found? One method might be a macro or automated workflow that looks for emails marked
API with ERP
Hello-- Our goal by the beginning of 2018 is to implement an API that would bridge our current ERP system with Zoho. With that said, we have a lot of data that needs modifying in our ERP system, that we already have cleaned up in Zoho. We do not want to provide access from Zoho to our ERP, but we do want to be able to clean the data in the ERP with the data that we have in Zoho. Is there a way to achieve this without providing access from Zoho to our ERP?
Showing Reports of Call Statuses
Hello, I want to generate a report of all calls and their status (cancelled, rescheduled & calls that took place). How can I do that - there is no call status field in the columns. The reason why I want to do this is because I want to see all calls that took place in a month and the numbers just dont add up - there are calls that took place but that dont show up in the "Attended Dialled". Please advise. Haim
Formatting contacts
Hello. We are facing difficulties to keep contacts like phone number or country name in a standard formatting. For example some clients leave their phone number like +33 6 11 22 33 44, others put 06 11 22 33 44, some write +33611223344 or +33 (0) 6-11-22-33-44. However it is the same number. Similar problem is with country and city names. Did anyone solved this problem somehow? Automatically?
Emails sent from Alert not showing in Lead Card under Email section.
All of my other emails to a lead are available through an IMAP connection and the Outlook Plugin but emails generated this morning to leads based on a workflow alert do not appear. I have changed the drop down to look under Emails sent from CRM.
cross populate a field
Is there a way populate a field with data from another field? for example: I have FIRST NAME, I want to have it populate another field (Goes By). how can i do this? I was hoping to use WFR's
Email Template Question
I want to create an email template that will either automatically send when certain conditions apply like changing lead status or if someone clicks to send it. BUT... I only want this email sent to a specific email address that is NOT in the lead. We are basically trying to inform a department in the company once a lead has been sold as a signed client. The template has all the information taken from the lead for that that department head. Currently it is set a regular template and the Zoho
Access Zoho Apps from CRM
Is there a possibility to reach the zoho apps directly from CRmM like in Reports? See attachment
Odd UI in audit log
Per Zoho support chat this was intentional and a "new UI upgrade." I can't imagine this being intentional.
Mail Yahoo Problems
Sorry to use this route but I cannot get a reply to go through despite putting the correct code in. That is the same problem I have in trying to verify my Yahoo account; it just says verification code incorrect. Any ideas?
emailing under Potental
Dear, Is there a way to change the default email person? and is there is a way to select more than 1 email person as default? when I want to email under the Potential? thanks
Quote Export Issue
I have a three page quote that online i can see all 3 pages, but when i export to PDF its only the first page and last page that export out to PDF - what can i do to redeem this.
2 Lookup fields in one module
Hello--I am attempting to link 2 lookup fields in one module to 2 different other modules in Zoho. This is because I have information that draws from 2 different modules, that I would like to show up in one location. I was able to successfully link the data under the accounts information, but the contact information is not properly linking. Any suggestions? Thanks
"In the last..." filter not working as expected
I'd expect it to include the current day. For example, I would expect "In the last 2 days" to include today. But it doesn't. I did a support chat a while back on this issue and got the "working as intended" answer. Since another of my users just complained about it, I thought I'd bring it up again - this time publicly - in hopes of gathering support. I can't imagine a scenario where I would want "in the last 2 days" or "in the last week" to not include the current day.
Delete Super Admin account in Zoho CRM
Hi, I am a super admin for my org and one of the user in my org has ended up with a CRM account in which he is the Super Admin. I am unable to add him to our organizations CRM beacuse of this. Kindly suggest how to delete the CRM account without delete the complete account. I checked the forums but it seems the response are outdated as some option in your interface have changed. Cannot close account as I am the super admin for the email account. https://help.zoho.com/portal/en/community/topic/deleting-the-super-admin-account-in-zoho-crm-switching-super-admins-22-2-2016
Multiple line items consolidate into one
Hello--I am creating a customized Quotes module to accomodate uploading Quotes for various Accounts (all of which we already have uploaded into Zoho). There are multiple line items (part #s), that make up 1 quote. I'm wondering how to set up both the Accounts module and the Quotes module, such that when I import an excel file into the Quotes module, and that excel file has multiple part #s attached to one account name, each of those part #s that are part of Quotes, also (and its respective price),
Input and output disabled
Olá, minha conta está desativada e não posso mudar isso. Pode me ajudar?
Problems with Sync
Dear Support, I am trying to set up a Sync between my Zoho CRM and Zoho Campaigns. Whenever I try to save the settings with the ZSC key I get a message saying: An account with this email address has already been created in your org. Please contact your org administrator for access privileges. I have seen on the forums that you have been able to sort this out for other users. Please can you help? Many Thanks
Why is the BCC Dropbox "search pattern" not an org-wide setting?
I'm curious why it's not an admin setting that I can set for my org? Rather, it's left to individual users which can cause problems. (I noticed a bunch of new contacts which shouldn't have been there. I originally thought it to be a policy issue with my team. It took a while to determine where they were coming from.)
Cant access to CRM subscription managing being superuser
Hi, Im the superuser of my account and can't manage my CRM subscription. It says I have no perms to access. Regards
Unable to delete modules
Hello, I would like to delete modules in the user settings that are not of importance to our company anymore, and we would like to start fresh, however Zoho is not letting me do so. What is the reason for this and what can be done to resolve it? Thanks, Deanna
Account Inactive -- URGENT
Our account has been deactivated and we've tried reaching out to customer service via email and phone calls. We even contacted our account manager Matt Lackey. He said they are working on it, customer service put us on hold for 15 min on the phone and said they'd have to call us back. Nobody answers the support emails. Please at least let us know what kind of ETA we will have until access is restored or tell us something/anything at all. It's been almost 5 days!!! our account is registered under
Mass Email to Contacts based on Account level field criteria
When targeting contacts for a mass email, I'd like to be able to select contacts for a mass email but using criteria that is at the account level, such as Industry or Territory for example. Can this be done without replicating those fields down to the contact level?
Convert lead loses email history
Hi, After converting a lead to account/contact, I lost all the email histories related to that lead. Is this intentional or am I missing something here?
Calls "related" box
I wish this was editable on incoming calls. We just got our ring central integrated with our crm and it is so awesome, but it would be great if we could then edit the "related" field. We are using it for real estate so we get calls from other agents asking about a property and we have a custom module for our listings so it would be great if i could attach that incoming call to that item in the custom module.
Searching in Custom Module
I've created a custom module that contains the following fields: Created Time DateTime Last Activity Time DateTime Modified Time DateTime SIC Code Single Line SIC Code Owner Lookup SIC Name Single Line (Unique) When I access this module from the lookup field in the Leads module that I created it only allows me to search based on SIC Code. Is there any way to make it search also based on SIC Name?
Unable to import deals
Hi I've been trying to import a CSV file of deals into Zoho CRM. So far the account and contact imports have been working fine. Every time I try to import the 85 records I get an error message as below. Here is the link to 1 line of the sample data. What is wrong? Is it the date format? I have already tried format it to mm/dd/yyyy and have tried imports from CSV as well as .xls formats. Sample File can be found at: https://www.dropbox.com/s/kk1ghael2lp0ggy/Screenshot%202017-08-11%2017.20.03.png?dl=0
Duplicate records within Converted Leads
As per your recent announcement of this new functionality & upon setting it on my side, my Leads are suddenly duplicated even though the 'email' is set as unique - why? Lastly, it's great to de-deduplicate against converted Leads but you don't provide a way to be notified on those so called 'duplicated' Leads? For example, I might have Leads being inserted in so many different ways by so many different people, how would I know when a new Lead was 'blocked' because it is already a Contact?
How can i show lookup field id
How can i show lookup field id using formula , custom function or any other method
IMAP vs. BCC
I'm curious to hear others' perspectives on whether they BCC Zoho or sync via IMAP. We currently BCC because we want to permanently retain emails with contacts. We find them invaluable for new hires and just keeping a "history" that we can't necessarily achieve with notes. The downside of course being we can't take advantage of tools such as SalesInbox. Ideal situation would be IMAP sync with a way to retain emails permanently with their respective leads/contacts.
New Module
Hello! We want to implement a new module to link it with Account, Contacts and leads. The problem we see is that it is only possible to relate a single account (or contact or lead) with a single record of this new module. We need a Master - Detail type structure. Can this be done without a custom development? Thank you
Workflow Emails
Hi Are you able to link a workflow email to the Record it is associated with if the workflows are being sent to Users? For example, I want to set a workflow that when a task is overdue it sends them an email that that particular task is overdue or if a Lead has not been actioned, they will get an email to advise the Lead has not been actioned and gives a link to that lead? Thanks Tash
Can I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if this is possible and how can I do it?
creating a new deal during lead conversion circumvents layout rules
When choosing to "create a new deal for this account" during lead conversion, it is circumventing my layout rules and displaying all the hidden fields (many of which are required). This is problematic as certain fields are not applicable to those deals. Can we get a fix asap please?
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