Permission denied for telephony
i'm the super adminstrator of my zoho crm account and when i wanted to activate telephony I get "Permission denied because im not the adminstrator of the account", i writed support but they doesnt reply back
Limit on saving filters
I am filtering Prospects by County and it will not let me save more than five counties. I would like to save at least 15 counties.
Associating more than one contact to a deal
Hello, Most of the times, I have more than one contact associated to a deal. However, CRM allows me to associate only one contact, which makes it hard for me to follow-up on emails related to this particular deal. What i do know is I create a Label in
Using custom email subjects to associate emails to records
As I have described on another post, I am struggling to adopt Zoho CRM because it has no capacity to associate multiple email addresses to accounts, and integrate email from multiple Contacts into account records (e.g. you have three Contacts associated to an account, why can't it associate all their email to the account record?!). Therefore I am looking for a workaround, and wondered... is there a way to write some custom code/custom module magic that could perhaps associate emails via the subject
Small Business Heroes Podcast #5: How Dogs are Winning Over Machines in Mold Inspections!
In our latest episode of Small Business Heroes, we have Georgia Rei with us, talking about her business "Dog Gone Mold". Georgia is the Franchise Development in-charge at Dog Gone Mold and she shares a paw-some story about this mold inspection business
Assessment Module
Whenever I am adding certain questions in Assessment Module, its showing this error "Internal server error. Please try again later." Kindly suggest the reason. Thanks Crownstack Team
Teams
How do I understand teams and if it is avilable to us?
Send Email from my domian with zoho api, .net 5
Hi, I am currently using Zoho SMTP to send emails. Is it possible to use the API instead? I use .net 5 for this, Please help me if it's possible
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Problem Code
Why will the below code not work to create a task. It doesn't fail over the task just isn't created. All it does is update the "Lead Status" leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong()); //info leadDetails; Taskmap = Map(); Taskmap.put("Subject",ifnull(leadDetails.get("
Dummy question: how send proposal?
Hello, I'm value to buy Zoho CRM. Actually I use very basic CRM and I'm pretty confuse... My old CRM it very simple and now I don't found this 3 dummy features: 1. send proposal to lead 2. track email between me and the lead Can you help? Also there
How to allow a "standard" user view "administrator" leads
When we receive a call, our "standard" users can't view all leads before inputing their information into the CRM. Is there a feature for them to view or search for a name or phone# to see if the client is already working with someone within our comp
Import Contacts of 500 but only showing 270
Hi Team. I am new to Zoho CRM.. our company has our own Zoho subscription and since I am the new System Administrator, I would like know what am i doing wrong. I am trying to import 278 contacts, but only 270 is imported. No duplicate information, less
ENHANCEMENT REQUEST: Ability to change name of Link in Attachments
Hi, We often attach a link on sales potentials to a folder on our storage drive (to save uploading large files to Zoho CRM), but the attachment link comes through with the name "Untitled" rather than the name of the folder. It would be much more useful
Zoho Telephony
We presently use a cloud PBX voipfone.co.uk in the UK but it does not yet connect to Zoho CRM, so we are looking at our options. Our requirements are as follows - Screen pop for incoming and outgoing calls with tasks and - Recordings to be accessible in Zoho CRM - Call logging and reporting feature in CRM Q1: I understand that several providers partnering with Zoho offer the above, such as Vonage and Aircall. Does anyone know of others? However, my bigger concerns are as follows: - I need a provider
Reject leads based on last chat message on salesiq zobot
Hello! I have an integration between salesiq and zoho crm. visitors with name, email & phone are automatically sent to zoho crm leads for approval. Here's the problem: Zobot prompts recurrent visitors (that have name, email & phone filled) with a "would
Import Notes to Account - Not Allowing Mapping of Date & Owner
Greetings all, We've been planning our conversion from our home grown CRM to Zoho, and all has been going very well so far. I'll give credit to the Zoho CSV import tools, they are pretty easy to use and clear in the data mappings thus far. (Here comes
how do i flag a lead as hot, warm or cold
There are all the lead statuses but how do I just flag all my leads as one of the 3 stages (hot, warm or cold) and then sort them in the list?
Import notes from multi-line field
We have always used a multi-line field to type in notes for our contacts but I'd like to move over to the actual "notes" section instead. I have been putting this off because I don't know how to import the existing data to the notes section. We currently
How to turn on "do not allow duplicates" but do allow integration updates
In our line of work folks usually start our sales process by filling out a short interest form. When they are ready to enroll they follow up our interest form with a much more thorough application. I'm curious if there is a way to use zoho forms to fill
Zoho CRM: Multi-Select Lookup Fields showing NULL values in Tables
Hi, Zoho support, This ticket is correlated to a previous ticket open from my colleague:https://help.zoho.com/portal/en/ticket/66790250 I followed the following tutorial creating Multi-Select Lookup Field :AssociatedCompanies https://www.youtube.com/watch?v=G1PAKXPXI0g&t=98s
Sales Order Creation when contact is created
Hello, I have Created a work flow in which when a contact is created sales Order is automatically created. I have created a zoho form as well and integrated the form with contacts module of CRM. When i fill the form and submit it a contact is created
Email Indexing Location and Criteria
Hey All, I'm trialling Zoho CRM with a view to move from an old system we're using and getting the email functionality to work how we need it to is integral to our potential switch. Although Zoho's email functionality in the CRM is looking great, I can't
Zoho CRM Mobile App - Notifications of inbound email
What options of notification on the Zoho CRM app do I have for Contacts with an inbound email? i.e. When a customer emails me, I'd like to get a notification on Zoho CRM app. Ideally that would be a badge and in-app notification (I am on iOS device).
API value for boolean fields
Hi, I'm having an issue where the checkboxes are not changing to "Uchecked" when using the PHP SDK. Setting the API field to boolean value true works to check the checkbox, but setting the value to boolean false doesn't work to uncheck the checkbox.
Upon converting a lead, send multiple emails
Hello - I am trying to set up our CRM in Zoho and have hit a wall with what we need for our organization. I am quite new to CRM admin, so any help is appreciated. We receive leads, which consists of users needing medical assistance. We also have organizations
Zoho CRM in Spanish
Hi all, my name is Alejandro and im interested in the Zoho CRM, but i can see that spanish not is a option lenguaje, please can say if Zoho is translating the software or need help for translate?? Alejandro alejandro@alejandroperez.es alejandro
ZUG Virtual CRM Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss email integrations with CRM - how you can setup email integrations, an overview of the email configuration and more. Here are
Integrate Assist with CRM
I am trying to integrate zoho assist with my zoho CRM so that when a remote support session is scheduled, it is recorded in that person's crm account record. Thanks in advance for any help.
Getting ID of a field in a Record for Populating in a lookup field
Hi, I have a module 'A' which have a lookup field 'b'. I want to populate lookup field 'b' using field 'c' in Module 'D'. How can I get ID of field 'c' from module D as i have to use ID to populate Lookup field 'b'.
Is it possible to have Notes under an account only show notes for the account?
Just noticed that when I open an account it shows tons of notes because it is showing me all the notes that are under every opportunity under that account as well. Is there a way to only have Notes on an account show ones that are saved on the account and the ones that are on an opportunity stay with that?
Does anybody have experience of integrating TAPI phone systems with CRM?
Phonebridge does not do this. Thanks!
CRM Total Touch Point Score increases every 30 minutes
Some of my leads on CRM have had their Total Touch Point Score incrementing every 30 minutes or so, and their scores are vastly different from their scores on Campaigns. I am aware that CRM and Campaigns have different scoring rules, but the gap between
check email on lead and contact, THEN update one of this OR create new lead
I have always wanted not to have duplicate personal data on the crm. I normally want a new contact to be inserted as a lead, and only after some procedures that this becomes a contact related to a company. If a person is entered as a lead, they cannot
Custom button
Hi. Our business process requires to make appointments that are always the same. Is there a way to click a button and have the fields from the lead pre merged into the meeting? for example the address Appointment date and time Host
Can i extend the data capacity in the field "Report to"?
I am using the field "report to" in zoho CRM PLUS but there is a limit and a message appears saying "you can only "report to" 200 contacts. Can i extend that limit?
Sending transactional emails via API and Zoho CRM
Hi, is it possible to leverage EMAIL templates for specific transactional emails via the CRM API? and which plan is required to do so? Objective: Migration from custom built transactional email solution to external provider, ideally within Zoho CRM. Emails:
Creating Custom Button to Create a Note on Lead
I am using a Custom Button to create a note on a lead. I want the user who clicks the button to be the "Created By" on the Note. This is not working. No matter who clicks the button, It shows my ID and name. Here is the original code: desc = "Outreach
Why had a topic I was previously following now disappeared?
https://help.zoho.com/portal/en/community/topic/custom-function-12-add-pre-defined-notes-to-records-in-a-click This was there just two days ago and now it seems to be gone. Ishwarya SG was kind enough to help me with some code and now I can't get back
Introducing Motivator for Zoho CRM: CRM adoption via fun sales
Sales people are competitive by nature but data entry makes selling monotonous. Sales reps end up working mostly offline and wait for the routine report to feed that ambitious spirit. A CRM isn't just a sales lodger or an exaggerated notebook; a CRM
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