Mailing address for Ireland (or any non-US country)
How do I enter mailing/shipping/billing address's that are not US based? We have customers in Ireland and I'm not sure where to put what address information in the usual US format.
LinkedIn Sales Navigator now requires Team subscription change?
I have been using the free add-in for a month now and suddenly it says I have to upgrade to the team edition. Can someone tell me why? This was a useful tool for me but I will not be spending an extra $40 a month to them.
New Linkedin integration
Zoho now has LinkedIn integration, but I'm confused by it. It doesn't seem to put leads from LinkedIn back to Zoho. If you're not providing integration back into Zoho, then putting LinkedIn inside Lead/Contact/Account pages if you have LinkedIn Navigator (which we have) is questionable. You can just put links on the Lead/Contact/Account pages to LinkedIn using Module links, e.g.: https://www.linkedin.com/sales/search?keywords==${Contacts.First Name}+${Contacts.Last Name}+${Contacts.Account Name}
Create Campaign Layout / Type
When creating a new campaign there are several options available in Zoho: Offline, Zoho Survey and Zoho Webinar in my instance. How do I add my own? Tried adding a new layout but the create button does not pick it up.
Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us through
Introducing criteria support in Contribution Module for Segmentation
Dear All, Hope you are well! Segmenting customers based on their purchase history helps you understand their behavior and purchase pattern. Now, to facilitate segmentation at a granular level, we have a couple of enhancements. What are the enhancements?
Settings up imap integration for remote users
Hello, I have users on different continent, and I have to setup their (office365) imap integration in CRM. But I don't see an easy way to do so. What would be the best way to achieve such an integration ? Regards,
More than 5 lookup custom fields
How can I create more than 5 Custom lookup fields?
Reporting Hierarchy Help | Reps and Managers only see their teams leads
I am having a hard time understanding how to achieve this. We are using the reporting hierarchy (Rep reports to manager, manager to director) and we are doing this based on a teams location, they are all in different areas. We want them to only be able
Reassign Lead to New User After 3 days without hitting blueprint stage
I have a workflow that I will need to setup that im having a hard time figuring out. We have list of people who will need leads assigned to them based on a specific criteria (i.e. state/zip). If a sales rep does not convert the lead to a deal, it then
Field Changes
Feature requests: 1. System defined fields, like subject in Sales Orders. Allow us to add a tooltip, to give users directions of what kind of data they need to enter. 2. Add the ability to allow notes to be added to the layouts, like a sticky note. For
Email event (like open and click) can trigger action, like update Lead-Status?
Hi there, I am wondering if there is a way to get the following issue I have automated: I often send out individual emails introducing my business to potential new clients, meaning leads. When I sent these emails, I created my own list of Lead-Statuses, and when I sent such emails, I change it from "Uncontacted" to "Contacted". What I would like for the system to do automatically, if at all possible, is for the status to go to the next stage, which is "Opened Email" when a lead does exactly that,
How to Add Multiple Line Items to Purchase Order in Zoho CRM via Zapier.com?
Hello, I am trying to add multiple line items via Zapier.com to a Purchase Order but in Zapier it is not possible to add more than one product (please see screenshot below). Could you please tell me if/how this is possible? I want to add two items to
Analytics Components: Not all related modules are showing up in module selection
First just to be clear what I mean by "Analytics Components": in Zoho CRM, on the Analytics tab, adding a new Component -- those widgets you can add to a dashboard. We have Accounts associated with a custom module called Sales Records. (Because we just
Campaign Source Look up showing Inactive and Complete campaigns?
I have completed a bunch of our campaigns. When we are using the Campaign Source look up on a potential - the look up should only show active campaigns - we have over 300 in there. Can you tell me why this is not working? I would not think that you
Total Leads Per Month (Including Converted)
Hi All, I'd like to see a report that shows all leads received in the prior month. It seems like Sales 101 to want to know how many leads came in and how many were converted. I realize that leads that are converted become contacts, accounts and possibly
How to get Zoho parameters within a Zoho widget?
I have a related list widget in my CRM that uses html to submit a file. <html> <head> <meta charset="UTF-8"> </head> <body> <form action="javascript:loadAPI(document.getElementById('fileSubmit'))"> <label>Upload a file</label>
How can you set a time range to an Analytics Component from the default Converted Leads report
I wanted to create an Analytics component that displayed all leads created in the current quarter by lead source. After recognizing that this only included Leads and not any Converted Leads, I tried to create a second Analytics component using the default
Revamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobile
Bug: tel anchor in email signatures on ZOHO CRM
Hello, We are unable to set telephone anchor in CRM Signatures. eg: <a href="tel:999999">99999<a> After we hit Save, the anchor is removed. We are allowed to insert only href & mailto anchors.
CRM Form not collecting data when compleated on mobile
Hi, I have a CRM form on my website that is collecting data from our clients to then be used to generate a report. When completed on desktop, the information from this form syncs with CRM and I also get an email notification. However, when completed on
I have an UnAuthenticated Connection
Hello, I work on Zoho Deluge to create an automatic program, and to discover Deluge, I test program. I want to get data from Zoho and I use this code bellow : response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Participants" type :GET connection:"disconnect_user"
Error: Email can't be sent using this from address --- zoho.loginuserid
I have a custom button that calls a function which sends an email using an email template. The button works as intended, but only with the from address zoho.adminuserid. I want this email to come from the user pressing the button, but when I set the
Gotomeeting in the CRM mobile app
There is no option to schedule an online meeting with gotomeeting in the mobile app Where do I enable this?
Trigger task when Specific Task is completed?
We want to automatically create "Task B" immediately after "Task A" is marked as "Complete". Can this be done without using a a field value to trigger it?
"Reporting To" on vendor contact
Is there a way to enter "reporting to" information on vendor contacts? Whenever I try to do this, I get an error message that the contact has to be associated with an account. Vendors have reporting structures too, so I would think there must be a way
Mobile Number Is a Hyperlink?!
By The Grace Of G-D. Hi, I Tried adding the mobile number as a parameter in a URL (Using Email Templates) and it has HTML tags that are breaking the URL. Why is it a Hyperlink?
Spotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.
COQL Quote Query and Product details
Hi I am trying to establish if it is possible to use a COQL Query to collect Quote details along with the Products on the Quote. However, I cannot see an API name for the Product Details so I am assuming I have to use the related list somehow. Unfortunately
Round up a function field
Hi, Is there a way of rounding up a function field. I.E if the result of the function was £120.333 it would return £120.34. I need this to work out payment plans when spread over a number of months and it needs to round up when an odd number or recurring
Can we receive emails in the Zoho CRM with the free account?
Hi, we did not manage to utilize the 2 weeks of the free trial and test the platform fully, thus today we played around it and we tested some of the features. We would like to know if we are not able to receive email notifications through Zoho since the
How to customize CRM activity (task/meeting/calls) pages?
Hi, how do I customize the details shown on the CRM meeting detail page? It doesn't make sense to me that other module views can be customized, but this one can't?? I have specific meeting details that need to be shown on the screen during the meeti
Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leads
Select multiple values under a single filter
Hello, I am trying to filter my clients based on their location and some of my clients have multiple locations. How could I filter to view a list of all companies that could be either say UK OR France based? As of now, I can only filter one country at a time. Regards,
Using CRM for Life & Health Insurance tracking policy renewals and commissions
I don't see any new conversations regarding this - who out there is using CRM for their Life & Health Insurance business? I would like to get a discussion going on solutions you have come up with specifically for tracking your health insurance (Medicare)
Turning Off Notifications for Meetings
Hi, I'm using Zoho CRM to set up meetings with clients, and Zoho is sending reminder notifications for meetings even though I didn't set up any reminders. Is there a way to turn off all reminder notifications for meetings?
I want to update my lead status to "converted" when I convert my lead into contact/deal
Hi Community, I wanted to use a workflow to make this possible but I don't find the trigger "is converted" for leads in a workflow. Is there other way to do that ? thank you! Seb
String manipulation in client scripts
I don't know what is going on with client scripts. ZOHO has so many "almost there things" that you have to resort to so many workarounds... the latest one I found is client scripts. So I have been trying to work with it, I wrote a short script var deal = ZDK.Page.getField('Deal');
How to use NodeJS in a CRM widget?
I created a widget in Zoho CRM which uses html to function. I used the CLI (using zet) to create the widget in my local environment. The issue is that I'm trying to execute a piece of code in NodeJS that adds a new item to an AWS S3 bucket but it doesn't
Auto Close Tasks
Maybe I've been too busy but I cant seem to know of or find a way to auto-close tasks. Ex. When a certain task is done there is a flag that flags the task to close. This would save a lot more time. I find that half my work is going in and closing tasks after the task is done.
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