overview of step by step example of usage?
I'm looking for a tutorial that gives a basic overview of the process of using zoho day to day? (everytime I search for workflow, I get workflow automation, which I think is a different thing?) Something like: You get an idea for a possible customer, you put them in leads you call them up You promote them to accounts and contacts, you strike a deal with them, you put the details in <this> area etc.... The problem I have is that my sales guy says "it's all wrong, accounts are only for people you
Form Field that indicates the previous page visited
I would like to include a form field (a hidden one) that includes some code (PHP?) that indicates the last page that was visited before reaching our contact us page form. The reason for this is that our Contact page is common to all of our products and I need to know which page they visited before they filled out the form. Our Zoho contact form is used in our Wordpress site. Any suggestions anybody would have would be appreciated. Thanks!
16 clicks to preview for 1 correction on an email template
I just did a click count and found that it took ~16 clicks to preview the content of an email template. If I have to make any edits I'll have to redo the ~16 clicks... Email template preview with loaded data/merged data should be at the top of the Sep rollout list (I hope) Dennis p.s. Oh yeah, here's the screencast of the whole thing... it took me nearly 5 minutes to edit one email template: http://www.screencast-o-matic.com/watch/cij2hnxO dgd
Screencast: Email Templates: No Preview and a Bug
http://www.screencast-o-matic.com/create?step=share&sc=cijfhxvC Zoho: Email Templates: No Preview and a Bug as administrators can't view the templates in other folders... To see the rest of my screencasts I recommend you go hear and download the ones that you want to view if you have problems with playback over the web. http://www.screencast-o-matic.com/channels/ciiwnKhP dgd
Activity Report Export; ordered by activity owner; report comes back blank
Hi, I am trying to export an activity report. I can export it when I just leave in the default view, but as soon as I order the activities by activity owner, the report I export comes back empty. I have tried it both in Chrome and IE I have tried it on two different computers. the report is about 50 entries, so nowhere near either 20.000 or 2000 entries. has this got to do with the plan I am on? I have full admin access, but could it be a permission thing? has anyone experienced and fixed this
formula to strip the time from Created Time
i want to create a custom field which will have striped date from Created Time in leads module. what is the formula for that??
Synching with CRM
Hi - We are setting up Desk and making sure our client info is synced correctly with CRM. When we had a new ticket with a new client it automatically set up the new client in CRM (yay). When we opened the ticket and filled out what Account they should be under it did not auto update in CRM (boo). We also noticed in CRM the Client and Account are not associated in either record. We have the fields mapped in Desk/CRM mapping to have Accounts linked to Account. Your help is appreciated - thanks!
Custom Formula error returning a date
I am trying to create a custom formula field in Leads, but I am getting a syntax error. The formula Return Type is set to datetime: If(${Leads.Outbound Stage} == 'SQL 020', now(), adddate(now(), 4, 'DAY')) I get this error: Your string is either missing its quote marks, or it needs a comma separating it from another value. The Leads.Outbound Stage field is a dropdown list of set options. I ultimately want to create a date field that is changed based on the value of the Outbound Stage selection. A
Mail de rappel de rendez vous
Bonjour Je voudrais faire un modèle de mail permettant d'envoyer un rappel de rendez vous J'ai créé le modèle de mail à partir du module " Evenements" pour avoir accès aux champs de fusion des évènements et des contacts. Le modèle réalisé est correct mais on ne peut pas le choisir pour l'envoyer depuis un contact. Comment faire pour avoir la possibilité de choisir ce modèle de mail ?
Cannot edit my own role and profile
I am the super admin on our account. I am able to change everyone's role and profile, however when I click on my own name I cannot change the role or profile.
Grand Total does not show
Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks
Not able to "save" a "new event" in ZoHo CRM
Dear sir, madam, For days now I can't "save" a "new event"; once I click the green "save" button, nothing happens [see attachment]. Please let me know what can be done - thanks, Robert
Viewing Google Street view in ZCRM
I am using Zoho CRM for a real estate investing business. Does anyone know if there is a way to display the Google Maps Street view of a property in Zoho CRM?
adresse e-mail
Bonjour, J'ai créé un champ supplémentaire adresse e-mail Lors de l'envoi d'e-mail est il possible de choisir ce champ plutôt que le champ e mail proposé par défaut par Zoho CRM ? Vincent
iPhone iOS 10 not logging calls automatically
I am having problems getting my iPhone to log any outbound calls. I am no longer getting prompted to log a call after an outbound to a contact in Zoho. Any help?
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Zoho email templates for multiple modules
Good afternoon, I am trying to find a way to automate follow up emails 2 weeks after a purchase date. I am entering the purchase date in as an activity as the purchase date = event date that we provided services on. We use a scheduling system so this is done manually. The due date for the task is the date of the event. At this point I have set up an automation to email the contacts which have this task on their profile 14 days after the due date of the task. I need to find 2 things (1) how to test
Trouble with permissions
Hi, In my company I have some roles: entertainer, producerBCN and producerFR Entertainer shouldn't be able to see or modify the records that are property of producerBCN. In other hand, producerBCN should be able to see and modify the records that are property of producerFR. And finally producerFR shouldn't be able to modify the records that are property of producerBCN but have to be able to see them. How can I configure this permissions? Regards,
Audit Log
is it possible to delete history in audit log ?
Delete leads but not contacts or accounts
Hi, I want to delete the Leads I have in the CRM but do not want the Contacts or Accounts that have been created to be deleted. I'm assuming that because I converted Leads to Contacts or Accounts that they are identified differently from Leads? Will I be okay deleting all Leads and the Contacts and Accounts will remain? Many thanks for your help, Kelly
CRM_ERROR_PAGE_500::::EXCEPTION
Hello, When I try to check my 'field updates' (in automation/workflow rules), I get the error shown below: CRM_ERROR_PAGE_500::::EXCEPTION Could you tell me how can I solve it? Is this a bug or is there any way to avoid it and check my configured 'field updates'? In addition, when I go to blueprints and I edit one of them, I'm trying to configure as an 'after' rule to update a field. If I try to associate an existing one, nothing happens. It's supposed that I should see a list with every field updates
How to restrict users from seeing others data?
We have sales members from different regions and we do not want them to have a view of each others deals/accounts/leads... So, how do we restrict users from seeing others data?
Replacement for Sage ACT!
I would really like to speak to someone about a business that is currently a ACT! Gold reseller that is interested in becoming a Zoho partner and attending Zohoholics next week. Emails to sales are unanswered and the sales phone number goes in to a queue of 1 and dies.
Labels, Labels, Labels
CRM is an excellent program and the features you are adding to it just make it better and better all of the time. However, you are missing a very important part of the program and that is the ability to create and print labels. Not just mailing labels but many other kinds of labels such a price labels, folder labels, etc. I have used the Avery 5160 label for much more than mailing labels and I would like to suggest that you create a program that will let people use that format as the default label.
MAILING LABELS!!!
My goodness...how simple is this...yet remains unavailable. Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho CRM to Paper: Design & Print Data Directly using Canvas
Emails sent through Zoho?
Is there a way that I am able to set up my user profile to have a copy of every email I send out through Zoho sent to my email account? Basically, I am looking to be able to Bcc myself on emails sent through the system but not necessarily when only using templates. Is this possible?
How to disable Zoho CRM Right Panel in Tasks?
Hello, I want to remove the right panel in Tasks that showes customer info, Timeline and Conversations. How do i do that?
Is ZOHO going to FIX this issue?
Workflows STOP working because of Layout Rules Let me start by saying that I have already reported this issue to customer service, and I did get the following email reply from Zoho Support Team: "Greetings from Zoho CRM Support. Thank you for your patience. We have checked your requirement from our end and I am sorry to inform that the same field cannot be associated with the Conditional Field and with the Workflow at the same time as this would require two different set of Automations which can
Notify user of a new note on a contact/lead assigned to him
Hello. If I use the @username when adding notes to a contact/lead, will @username be notified of this? If not, is there some other way to send a user a message re a specific contact/lead other than a separate email referencing/linking to the contact/lead? Thanks.
Detail section with several fields and records in the deal form
Hello all. I would like to know if is possible to create a detail form with custom fields linked to the deal form, and how. The form will have some custom fields(6-8). The most importants among them are numeric and dates. I will need to create a report where to use those numeric fields to be summarized. Thanks for your answers.
site to site vpn
i want to buy zoho crm but we need to site to site vpn because only site to site vpn on intergration accept a software using.
Associating Leads and Vendors
I'm currently trying out the free version to evaluate if it will meet our needs. I would like to associate leads and vendors. Each lead can be associated with more than one vendor. This is because we need to keep track of which leads have been passed on to which vendors. Is this possible and if so how do I do it?
How to execute workflow after click in email
Is there any option to execute a workflow after click in an email? There is an option to track the emails status (sent, opened, clicked). Could this be used for workflows? thanks in advance, Marco
Process from Quote to Sale?
Hey there, im kind of new to Zoho CRM and trying to use it for our business processes. Till now i'm having a lot of different small problems while trying to rebuild our sales process. Maybe there are some more experienced users who could help me with building our workflow. I try to do it all by myself and spending way to much time into this software instead of making sales. Till now it's not making much easier. The setup process takes a long time and is not easy if you try to establish new workflows
Zoho CRM API method to use view function of Leads, Accounts and Contacts
Hi, I am planning to build a custom map application that is able to show/edit Zoho CRM Leads, Accounts and Contacts. Zoho CRM iPhone app has view function as below: Is there any method to use Zoho CRM's view function in the custom app which I will build on Google Cloud Platform. Thank you, Junya
Filter by email status
I get results when I filter by email status only for individually sent emails but not for mass emails. I haven't been able to find anything that specifies if this is how email filtering works, only for individual emails not mass emails. So I'm wondering is that how the filtering works or is there an issue with the email status filter?
cti integration
are there any aplications or APIs out to integrate Zoho CRM with a centralized CTI? I am interested on call center outbound functions. Sergio Sergio Onorato
Importing csv - data Custom Module data has a lookup field to Contact
Custom module has a lookup field (Firstname + Lastname) from Contact. I have multiple Contacts with the same (Firstname + Lastname) but they are not duplicate records. When I import Custom Module data, it links the lookup field to just one contact. This is understandable because Contacts require (Firstname + Lastname) to be unique. How can I get to link the lookup field in Custom Module to the correct Contact in this situation without fiddling with the names to make them unique?
Merging Labels using Zoho Writer
I'm trying to print Shipping Labels - there are 4 labels to a Letter-sized sheet (2 across, 2 high). The Avery # is 6878. I have setup a 2x2 Table in Zoho Writer and added the merge fields to each of the 4 cells in the Table. But when I merge it to several Contacts, the 1st page is 4 labels to the 1st Contact, the 2nd page is 4 labels to the 2nd Contact, and so on. Is there any way to force Zoho to merge once per Contact ? Or should I be doing this a very different way? I should be getting the 1st
Enhancement Request - Twilio and ZohoCRM Integration (CTI Pop up when call received)
Dear ZohoSupport, My name is Takasumi Shindo from Japan. [SaaS&CRM Consulting.,Ltd] in Tokyo,Japan. My company is Zoho Reseller in Japan for 4 years. Selling ZohoCRM to SMB customer in Japan. These customer need CTI POP UP function for their ZohoCRM. Currently there are no good IP-PBX Based CTI function yet. So Twilio seems to be very good CTI solution for ZohoCRM. Twilio and ZohoCRM Integration (CTI Pop up when call received) Following is what I expect. Customer call to Twilio number ->
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