Can I tag leads using Zoho CRM Free?
Hi! We are on the free version of Zoho CRM. Do we have the ability to tag leads while under the free version. I don't see It anywhere so I'm thinking not but wanted to double check first.
Conversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Hello everyone, We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoho CRM. We're thrilled to share the first three short discussions with you all,
New Zoho user get unable to process request when accepting email invite
Hello Zoho Team, I recently added a new user to our Zoho Account, unfortunately whenever the new user try to accept the invite, she get re-directed to an enterprise-trial account and then gets an "unable to process your request." message. Is there a way
https://maven.zohodl.com seems to be down
https://maven.zohodl.com seems to be down so we cannot use Zoho Java SDK. Any ideas when it will be back?
Remove product from a quote or clear product details.
I have a Quote with a couple of products in "Product details" section. I need to update quote with some new data and I need to remove some products. Can I clear product details in a specified quote and add products again? If it's not possible to do with
Quote numbers
Hi, Can you tell me if the generated quote numbers have to be so long? 20 characters is a bit overkill. Is there any way to change this? Thanks Neeley
Donations
I work for a charity and would like to keep track of donations linked to either contacts or accounts (organizations). I am assuming (but am not sure) that the best way to track donations would be as closed won opportunities? If so is there a way to view
Mailchimp API Custom Function Assistance
Hi, Here is my custom function...Im trying to add a merge field to the invoke url when adding or updating a member however am struggling with making the structure work in this case (Highlighted in yellow) has anyone done anything like this before or could
authentication error when trying to send email through crm
since we added the authentication process, i now get an error message when i try to send an email through the crm.
Using Zoho CRM as a backend for a web application
Hello i wanted to make a web application for the front end i am using react and wanted to use Zoho as the backend for user ,products ect . What are some good resources or tutorials i can follow apart from the docs on Zoho Apis ? Maybe something that goes
Is Custom Domain working?
I have emailed Zoho about the custom domain option. I can see information about it, but I don't have these domain options with my Zoho One subscription. I also cant change to another subscription like Enterprise. Has anyone got the Custom Domain thing
how do I use the Free CRM version
I have used the Enterprise version of Zoho's CRM for over a decade and I signed up for the Free CRM version for another business and I can sign in but there is no home page to go to or a list of features that are available on the free version.
Date in Mail Merge
How do I add a current date field in Zoho CRM Mail Merge? The quick add field is adding a highlight over the date. And it doesn't appear that it updates as the days move forward. I am creating an invoice that has a field for the date the invoice was created.
Integration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google.
Strange behaviour with currencies
Hi all, We're in Japan, we deal with Japanese companies. Japan has a 10% sales tax. Everything was working normally until 2 or 3 days ago when 2 things started happening: 1. Order totals (in the Sales Order module or Invoice module) were often incorrect
If Today is between 2 dates formula issue
Hi all, I'm trying to work out if today is between two date fields on a record but I cant for the life of me work it out. I've been trying to get this to work but if anyone can tell me where I'm going wrong i'd be really grateful! IF(AND(${Deals.Deal
Contacts Lookup - Last Name Only?
Im trying to link Tasks, Forms and some custom modules to Contacts. It looks like you can only use Lookup on the Contacts last name. This is annoying because you very rarely know the persons last name. So then I try to add another field for Lookup (eg.
Calculate Age by Current Year Deluge
# Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }
Zoho no images
Hi, I have received a zoho learnings from my colleague but after opening all the Zoho training, the images are not loading. see attachment. Thank you, Arjae
Linking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level. Is it possible to create customer links to the CRM without giving them access or generating
Email Insights cause email to go to Spam
Have seen many threads about ZoHo emails going to spam but wanted to share some findings that I did not see discussed so far. One major issue that might be causing emails to go to spam is using the Email Insights (tracks opened/bounced/clicks etc.) in
Zia Vision enhancements in CRM
Hello folks, Zia intelligently validates the image fields of a record based on training images you've provided, which helps reduce the amount of time users spend manually validating images. We've now made some enhancements to this feature, with the major
Are Google Voice calls logged in CRM?
Are Google Voice calls logged in CRM?
Automatically assign "Account" to custom module record's related list item field
I have a custom module that contains records that have been added/updated via import. (SkyVia) When the records are added or updated i'd like the Assigned account to be updated on the record. Right now this is manually assigned by staff. We are using a linking module as well. Accounts module is the parent Keys module contains the records that are added / updated The relationship is one account to many keys. Which may remain with the account for life or occasionaly be reassigned on update to another
Multiple CRM contacts mapping to a single account in Books
Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'm
Can't Find Price Books
Hi there, I'm currently configuring Zoho One for our CRM needs and I've encountered a challenge related to pricing structures. Our business model requires utilizing different pricing for various account categories, specifically for Dealers and Integrators.
Deluge Help - Lookup Fields
Hi There, I am trying to get the text value of the lookup field Destination and put it into the text field of Destination_Analytics but cannot seem to grab the destination lookup field text value. rec = zoho.crm.getRecordById("Leads", recid); des = rec.get("Destination").Name;
Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?
How can I add a field or pipeline stage definition in CRM?
I am looking to add field and pipeline stage definitions in Zoho CRM but can't seem to find a way to do this. Any system I have worked with before has had an option to add these little tidbits of information, shown by hovering over the information symbol
Deluge Code to Create A Purchase Order from Sales Order via Button
Hello community, I need a Deluge code to create a Purchase Order from Sales Order. I want to use a Button for this, so when we hit the button, the PO is created and fields are mapped and the PO is linked to the Sales Order and the Deal. I would be extremely
WP Contact Form 7 to Zoho CRM (Attribution0
Hi, is there a way to capture UTMs from Contact Form 7 to Zoho CRM so we can attribute leads coming from paid ads? Appreciate the advice, thank you!
Zoho for Coaching Business - Client Portal
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not getting much support from their technical team. With so many apps, trying get one that can do all I need is difficult. Not even sure if creator can help. Would like to see how people have set up client portal especially to share documents, log calls, book appointments etc. Thanks
Function with lookup field to update a field
Hi, I want to update the name of a record based on 2 lookup field in this record. It's working : I have a workflow with this function : resp = zoho.crm.getRecordById("Referencement_expert",Referencement_expert_ID); Er = resp.get("Expert_refere"); Cr =
How can I avtivate the sync logic between inventiory and CRM?
Hi , May I know why the sync logic is avtive but last sync date is 18 Oct? How can I avtivate the sync logic between inventiory and CRM?
How to get API key for external access
How do I get an API key to configure my own system to connect to the CRM ? The only key I can seem to find is the ZSC key
Zoho Portal upgrade option
I have just seen this Portal Users upgrade. I've been using portals and its free. Does this give you any additional options?
Zoho CRM Other User's Activities
How do I add others to the "other users' views" part of Activities?
Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,
Can I set API request limits for each client application?
Hi, We let 3rd party service to fetching data in our Zoho CRM using API calls for web applications. For each web application, we create a Server-based Application client in api-console.zoho.com. Since there are limited credits for our license to use API
How to string together multiple if functions in a CRM formula field?
I am trying to base my cost multiplier on which manufacturer the product is coming from. Here is the function I am using. If(${Products.Manufacturer}=='U.S. Cabinet Depot',.23,if(${Products.Manufacturer}=='Impress',.22,1)) Is this possible in a Zoho function
Next Page