• Automation: Data Pick Up missed

  Dear Team, We tried automation in CASES. While one case automation is working clearly; the second one is not working properly. When executed, the email displays the Vendor name as ${Lookup:Vendor Name.Vendor Name. all other details of Vendor are taken from the system correctly. Kindly resolve on priority. We have to go LIVE from Monday.

• Sent email campaign changed "description" in CRM for customers.

  I sent an email campaign to customers from CRM using Zoho Campaigns. Now under description field all data was replaced with the status of the campaign. Is there a way to change that back to the descriptions that were saved before? 

• Customizing Lookup Sort Options

  I have a Lookup field that works and links to leads to projects properly. But then you click the magnifying glass to Lookup a project the only three columns headers are Project Name, Modified Date and Project owner. How can I change these? I have a customer field that I need to have show up in this search panel.

• How to select customers based on Books invoices?

  Hello, We're looking for a way to target customers based on their sales history.  Is there a way to sort/segment contacts based on their invoices from Zoho Books? I.e. Select all contacts that have purchased the same product(s) so we can target the appropriate audience for recommendations? Thanks,

• CRM and Laser App

  Are there any plans for a plug-in or add-on for Laser App? www.laserapp.com www.laserapp.com/partners.htm

• One Potential stage shows up twice in reporting due to extra space, not sure how to solve

  Hello,  We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added.  Stages Example below when I export to excel: Completed and Invoiced 24 Completed, need to Invoice 1 Generator -  Schedule Inspection 16 Generator - Appt  Set 5 Generator - Appt Set 5 Generator - Deliver Generator 3 Generator - Need Pad and Permit 14 Generator

• Duplicate results in Reports

  In some of our reports within our CRM it shows duplicate entries which makes things confusing.  It is an "Account and Contact" report where the Account Name is the main thing we report on. When we generate the report it shows me say 10 total accounts for this month, but often times 3 of the 10 are the same account.  Not sure why this is???????  Please help!

• Zoho Calendar mismatch with Zoho Feeds

  Every time I create a calendar event on my Zoho CRM calendar, the event shows up in Feeds an hour before the time that it was set up on the calendar. The calendar and Activities show the correct time but Feeds is always an hour before.  I tried the same thing with an all day event and it appeared 1 day before the event in Feeds.  What is going on?

• Lead related list to Product - created date of adding product

  Hi All, Is there a way to get the date stamp of when a related list record (between Lead & Product) was added?  I can see the dates the products were added/modified, but not when the lead had the product added to it. Thanks

• help with adding or modifying module

  Hi, I am in the sales and service industry - 5 salesmen. 1.  Our company uses a transmittal system for our billing and parts department to track inventory and payable/receivables. The closest module to the transmittal is the Sales Order module but it is missing and hides many key elements that are necessary for our company.         a.  can I build my own module that would look - when printed like the excel sheet that our company currently is using?        b.  If so, can I have it be self populating

• How do I edit price book?

  I am needing more detail displayed in the price book, and can not edit it or add it.  Please help. rob

• Formula Field = Case Sensitive

  More of a public service announcement than anything, but in case you haven't figured it out (and it took me an embarrisngly long time), the Formula Field in Zoho's CRM is case sensitive: If(x=y,1,0) is NOT the same as as if(x=y,1,0). In fact, the latter will not work.  Cheers,

• no visit record in contacts

  1. no visit record in contacts. we have set zoho sales IQ on the website. we can see visitor coming.  2. no email alert in CRM,  no new email or alert in tap of CRM

• Default email settings when sending from contact

  Hi, This question was asked 7 months ago by another user in this  Forum Topic  but has not been addressed by support. I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Calibri by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3)

• Schedule custom function

  Hello, I have created a custom function which evaluates lead age days(today's date - last activity time). It evaluates the days but only fires when a record is edited. What I can do to let custom function automatically evaluate lead age day everyday. Can I schedule it. Or is there any workaround for it.

• Analytics Not Working

  Hi all, really impressed so far with the Zoho CRM system, still using free version to see if we can justify going onto the full fat version - more of a case of whether or not we can implement it in our organisation properly rather than whether or not it's worth it! Quick question though - I have pasted the analytics code onto all our web site pages but still do not have any analytics data. Any suggestions? I also have some google analytics code on my web pages, could this be causing a clash? Cheers

• ZohoCRM for Outlook.... is not a valid Office Add-In

  I've installed and uninstalled this numerous times. Any ideas?

• How to handle expiring contracts

  Hi. I am quite new to Zoho CRM. I have tried the pro version, but I cannot handle the following need. I sell annual services. I'd like to know when a service is going to expire and send an email to my clients, or a report to me so that I can contact them. Is it possible to do this with Zoho CRM? What version do I need? Thank you

• Duplicate Accounts when doing an report

  Hi, I have done a report that shows all accounts which haven't got any activities tasks or calls(so we can track them and call them). My problem is that I have accounts appearing 3 or 4 times in the table and I can't find why.  Is it because it also looks for Contacts without any tasks ?  Many thanks for your answer. Regards, Florian 

• Is it possible to filter a report through a different category than date?

  Reports of Zoho CRM are great, however we only would like the details of tasks that have the status of not started. I can add the status as part of the customization, however i cannot filter out unnecessary tasks that have been completed in the time frame, by anything other than date. How can I filter reports to only show specific information outside of dates?

• Can I push a custom field to Adwords through Zoho?

  Hi, I want to be able to rate leads that I get through adwords and have this tracked in my adwords account. I know that Adwords gets all of the fields that were set up through integration- but can I push other fields as well?

• Inventory Templates: Editor and Mail-merge

  I've created a template in Word, that fits on an A4 page that we will use to quote our customers. I was hoping I could import a word document that would mail-merge the Zoho fields but this doesn't seem possible for the Quotes module.  Also, upon opening a word document that I uploaded, the Writer decided to change all of the formatting. So instead I created a single table in Word that contained all of our document fields.  I then copied this into "Template Body" of a New Inventory Template This looked

• Getting a custom module to pull data automatically from Potentials

  Thank you in advance for your assistance. In Potentials, we enter some customer information about our jobs we are working on, and we've also created a custom field to autonumber each new job.  We have started job costing our jobs with several cost buckets, so we created a custom module to gather that information. In that module, I do have a lookup that allows us to search for the CRM Potential Name. Once that is selected, I'd like the job number to autopopulate to prevent human error. Right now,

• Can i make the Sections in Potentials dependent on a field?

  I would like to have only certain sections visible depending of the a field selection. Is that possible? For example, depending of what i choose in  "Customer Type", i want to only see the  sections of the layout i would map to that Customer type.  Is that possible?

• Strategy to handle multiple types of contacts

  I'd like advices on best design strategies within ZOHO CRM, in order to manage Multiple types of contacts with specific info on each type. As a lead or Contact Forms are the same for all Leads and contacts, and there is no subforms per type as it could be done under ZOHO Creator , what's the best way to approach this issue and keep on using ZOHO CRM native features. For example is it better to create different sections in a form or create custom modules. An example could be in a real estate business,

• Iphone & Ipad CRM app - need to see other fields besides Last name, First Name

  My sales team REALLY needs to be able to see other fields besides Last & First name when scrolling through their list. The android version has the capability to group the leads and contacts by other fields and that works perfect! For example i would like for our reps to be able to see the company name and the contact name in the leads view of the iphone and ipad crm app.

• Email-Error: Could not generate DH keypair

  Hi, when i try to send an email from Zoho CRM, the following error appears: Could not generate DH keypair The errormessage also appears in mail.zoho.com Whats wrong? Stephan

• Automatic relationship in related list

  Hi All, I've created a custom Zoho App for use in CRM.  I've built the form and added this as a related list in the Leads module.  However when adding a new record in this list, I need to manually specify the field property that relates the list between the Leads and my custom app. Is there a way for this to automatically happen so that my users don't need to copy/paste the lead ID? Thanks, David

• How can I capture LinkedIn account info into CRM?

  Here's what I would like to do:- I am exhibiting at a show, and I have a QR code displayed. Prospective customer scans my QR code, which goes to a page where he can complete a ZOHO CRM form OR.... Log in with LinkedIn and have his LinkedIn details complete the CRM Lead form for him. Apparently, these things are possible with the REST API. Anyone done this? Can it not be a standard feature?

• Sending and receiving emails in Zoho CRM

  Hi, I am evaluating using ZOHO CRM. One feature I want is that I should be able to send the email from ZOHO CRM and if the person replies to that email, that also I should be able to see in ZOHO CRM as threaded conversation in the Leads view. Basically, I want all my communication with the client in one view. Is that or something similar possible. Thanks kabir

• Sum product volumes in invoice

  Hello, i need to sum the volume of the products in invoice. For each product is specify the volume, can i sum it? In formula i have to use ${Invoices.Product Details}? Thanks for help.

• 2way syncing Zoho Invoice <-> Zoho CRM

  Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephan

• Importing from Pipedrive into Zoho Report

  Hi! I'm using Pipedrive and I want to start using Zoho Reports. After a few moments in Zoho, I managed to start importing the Pipedrive API JSON results that contain all my Deals data. However, after the first few steps, I get a message that there is a 300 columns limit, and that my dataset has about 700 columns. It is impossible for me to filter this "by hand". Has anyone done this successfully before? I tried using the "api.pipedrive.com/v1/deals", which returns what seems to be all my deals and

• Creating Reports for Individuals

  Hi All, I want to create a report that send out the Data to my Employer for the following: Leads - Status (Nurture,  working,  etc.) Notes - On those leads that I have worked upon Last Modified Date - When was it updated last BY ME I need to send this report end of every week.  Please help me out to understand how I can create this report and how can get the Scheduler Activated to Auto Generate the reports.  If possible please add a link of YouTube or Step by Step Guide for the above Report Creation.

• ZOHO CRM TASKS sync with the calendar

  Just wondering why the tasks in ZOHO CRM do not sync with the calendar??? To me this would make a lot of sense to have this feature.

• Zoho CRM create Task

  Hi, I am trying to add a new record in Contact Module  of Zoho CRM on Success action of a form but I am getting an error on submit action of form   crmMrk = Market[ID == input.Add_Market].Market_Name.toString(); crmBr = Broadcast_Management [ID == input.Add_BM1].BM.toString(); myFieldMap = map(); myFieldMap = map(); myFieldMap.put("Company", Add_TVStation_Name);  myFieldMap.put("Last Name", "Contact");  myFieldMap.put("First Name", "Creator"); myFieldMap.put("Email", "noemail@noemail.com");  myFieldMap.put("Market"

• Syncing contacts back to CRM following activity in ZOHO Campaigns

  Hi We are using ZOHO CRM and syncing data to ZOHO campaigns for email activity. We have sent our first campaign email and wanted to understand how we can update the record in ZOHO CRM where we receive a hard or soft bounce or autoresponder.  Is ZOHO Campaigns able to sync this informatio back to ZOHO CRM (softbounce, hardbounce, autoreply, unsubscribe). Our data is pretty accurate but we want to ensure we have a rigorous process for updating it in the CRM following campaign activity.

• Single User CRM Account

  I'm inviting a new user to my CRM account but it says that she already have a CRM account. How can she delete her CRM account and join mine. We are using ZOHO for our emails so we only want to delete her CRM account so she can join the organization CRM.

• Stages

  Is it possible to to create three different pipelines?

• Zoho CRM and zoho support - Products

  Hello, I integrated the Zoho CRM together with Zoho Support. I am surprised to see that the products cannot be integrated and synced between the two apps. In my opinion, if we sell something through CRM to our customers and create invoices, this should be also normal to have the different products lines integrated between the two apps : if you have to maintain to separate list, you will notice gaps and gaps mean error in reporting issue. As the Zoho CRM Plus states is truly customer centric, I would

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