Kanban View
I can't make the Kanban view to work on Leads Module. It just doesn't show. Whenever I click on the Kanban module y shows a blank page and that's it. Am I the only one with that problem? Can you please help me?
ZohoCRM not displaying "Visit Summary" and "Visits - Zoho SalesIQ" information
Hi, I embeded ZohoForm on our website https://mynutriweb.com/join/ I integrated it with CRM and SalesIQ as per instrictions but it doesn't seem to work. I mean I can't see "Visit Summary" nor "Visits - Zoho SalesIQ" information in my CRM leads - any ideas how to fix that? thank you
Customer Experience (CX) - Word of the day #23
Customer experience describes the perception a (potential) customer gets after and while engaging with a company, its people, its brand or its assets. This engagement can include interactions with employees of the company or simply brand elements (company website, social media channels, whitepapers, etc.). Check this quick video where Zoho President, Raj Sabhlok, explains the importance and approach to digital customer experience: Previous 'Word of the Day': Ad-hoc Reporting Next 'Word of the Day':
How to populate a field value to another field before new value
Hello, On the Leads Module, is it possible to capture the value of a field before it is changed and store the previous value in the same module before it is saved? For example. Agent = "Joe" Previous Agent = "Frank" The record is then updated and the Agent name changed to "Bob", so we would like to store Agent to Previous Agent before overwriting with "Bob" After Update: Agent = "Bob" Previous Agent = "Joe" I have started creating a function but I am unable to get this value before update. Any help
How to Query Deal based on Auto-Number Field
We have an "Auto-Number" field in our Zoho Deals Module that we label "Contract ID". This number is automatically generated on each deal. This is also the number that we hand over to our clients. What we are hoping to do is for our customers to register on our website, they have to type their "contract ID" and also their Zip Code (also a field on the deal) on a form. Then the form would query all deals and if it finds that there is a deal that matches both on the Contract ID and the Zip Code field,
Phone fields
Hey Everyone, I was wondering if it is possible and if it makes sense to create a subform for contacts which consists of labels and phone fields. The reason is, we have ofter customers with a big variety of phone numbers and I dont want to create 10 more "other phone" fields, especially as we would need individual labels. Question now: are there any downsides of working with a subform? if i integrate later on with my phone system /PBX, which fields are used to lookup for contact information? Does
Layout of page shifts when I print
I created a mail merge template in Zoho. It looks fine on the screen. When I go to print it shifts the entire page over to the right and up. What could be causing this? Thanks, Ken
Capture responses in CRM
Hello Zoho community, I have the following problem: I would like to send an email to a group of people and would like to be actively confirmed that they have read the email. It would be nice if the email recipient had to press a button and thus confirm the receipt. I would have preferred if I had a field in Zoho CRM in which the date and time of the confirmation were recorded. We use ZohoCRM Plus and have access to - CRM - Survey - Forms - Campaigns What is the best way to solve the problem?
Ad-hoc Reporting - Word of the day #22
Ad-hoc reporting is a functionality of business intelligence (BI) tools. “Ad-hoc” literally translates to “as the occasion requires,” meaning reports are usually created for a specific user’s or situation’s purpose. Ad-hoc reports can be as complex and customizable or as simple and plain as desired, and are therefore often utilized by non-technical users. Ad-hoc reports can also describe “one-off” or one-time reports that are created in a quick, unprepared or improvised way. Check this slide deck
BCC should trigger Last Activity Time change
Hi. I just started using BCC - much more user friendly than Outlook plug-in and more convenient than using email within Zoho. It seems to me that when using the BCC feature the "Last Activity Time" is not triggered to show the lead was emailed. This gives the impression that leads are not being managed when looking at this list view. Is there any way to have the Last Activity Time show that the contact was emailed? Thanks. Cheryl
Searchable serial number registration
Hi, I've been searching, but haven't been able to find a solution yet. I'm looking for a way to enter serial numbers in a way we can easily search for the number and instantly see the associated Contact/Account. I'd think this is a basic requirement, but it seems to be harder than I expected. If we enter the unique serial number in a note, whether associated with a Contact, Account or Sales Order, we can search it. However, the search result doesn't show the associated Contact/Account, only the note
Mass delete may have you delete unwanted records?
We recently imported around 20k contacts into Zoho CRM from a CSV-file generated by Salesforce. Around 4k of those had a field 'ISDELETED' that indicated whether those contacts were deleted in Salesforce. We mapped this field to a new field in Zoho in order to be able to delete them later on. Afterwards, I attempted to use the Mass Delete functionality where I used this field to filter the results. After browsing to the last page of results, I checked all contacts to delete and deleted them. The
Tasks: Possible to move the reminder onto first screen? Set default time on reminder?
Hello. This is a two-part question regarding TASKS. PART ONE Is it possible to minimize the number of clicks it takes to create a task and a task reminder? Currently, when you click on "Add a new task," you fill in the Subject and Due Date on the first screen, but are required to click on REMINDER to set up a reminder on a second screen. After setting up the reminder, you must click DONE to return to the first screen where you must click on SAVE to complete the function. How can we customize this
Alternating Lead Owner (based on fields)
I have two questions... 1. Is there a way to alternate that lead owner when a lead arrives? E.g. Lead 1 assigned to Salesperson 1. Lead 2 assigned to Salesperson 2 (Repeat) 2. Is there a field box to show when a lead was created, even if it is converted to a contact or potential. E.g. to show when it first came into the CRM. As, when it gets converted to a contact or potential you loose when it was first created as a lead.
CRM Analytics Sales Funnel Bug
Some Sales Funnels are virtually impossible to edit. Normally, when you edit a Sales Funnel, you can see all of the stages and edit whatever you want accordingly: However, this happens when you try to edit some other Sales Funnels: Practically everything has been deleted, meaning you have to basically re-create the funnel from scratch. In the above example, the only difference between the two funnels is that the a between dates filter. Whatever the cause is, it is extremely frustrating to have to
CRM Portal Reset
Dear Sir: I am interested in buying Zoho One. Earlier I made some changes in Zoho CRM portal. Is it possible to reset it to default settings in CRM portal?
API c# get module list, field, and field type, and etc
how to extract all of the modules, field names, and etc.? I do not need to know the data. just the module strcture
Email Notification From Linked Module Not Sent When Related Contact Record Email Is Targeted
I have a workflow that is supposed to send a email notification triggered in a linking module edit, and send the email to the related contact record of that linked module. The audit log shows that an email is sent, but no email is received. If I specify a record owner to be notified instead of the related contact record, the email does go out? Workflow Condition When = This rule will be executed whenever the field Participant Status is updated. Condition = PS2 Verification Code ISN'T Empty AND Participant
#ZohoCRMChat - Twitter live chat on how you can #SellFromHome better
Hi there, We, the @ZohoCRM team, are super excited to host a twitter chat tomorrow [April 16th] on how tech can help enable selling from home 11:30 AM - 12:30 PM EDT. It's a twitter live conversation. We post questions as Q1, Q2, Q3, Q4 and you answer it with A1, A2, A3, A4. How to take part? This chat will be hosted on Zoho CRM's twitter handle : @ZohoCRM Reply to our questions with hashtag #ZohoCRMChat Example: Q1: What is your opinion on ... #ZohoCRMChat A1: My opinion on xyz is that....... #ZohoCRMChat
Social - Word of the day #21
Social CRM is a strategy that focuses on the interaction, engagement and transaction with customers via social media channels. Here's a knowledge-base article on working with Social tab in Zoho CRM. Check this quick video on Social CRM: Previous 'Word of the Day': Visits Next 'Word of the Day': Ad-hoc Reporting
Inputting phone numbers in an international format (like +1.888.888.8888) issues
Now getting an "Invalid Phone Number" error when entering in an international format (like +1.888.888.8888). This is a severe limitation. Previously there was no problem with a phone number entered in this format......Why did this change???
Chinese Language (Traditional)
Hi Zoho, I see that you have Chinese in simplified form but could you please also add Chinese in traditional form as an option？ As Hong Kong and Taiwan uses traditional form rather than simplified. Thank you! Best, Eric
What Country should I select to get a date format of YYYY-MM-DD
I need to have my dates display in YYYY-MM-DD. Can you please let me know what country I can select as our companies country to get dates to show up in that format?
CRM Date format
in Zoho CRM is there a way to cause all dates on web pages/forms/reports to appear in YYYY/MM/DD order?
Email channel for Cases
We have tens of clients, each has dedicated mail to send us his/her requirements - tens of requirements per month. Is it possible to pull the emails via POP or IMAP and tranform them into records in Cases in ZohoCRM automatically? Web form channel for case entrance is not viable for us. Thanks a lot for help. Really
Calendly bookings -> Zoho CRM
Hi, I am using Calendly to let new leads and existing contacts/customers book appointments with me. I managed create a Zap that adds new leads to Zoho CRM as a lead. What I cant figure out is how to add the booked appointment to the lead or contact as an activity. Zapier actions dont seem to do that. Also: what is the best way to check, if a person who books an appointment already exists?
Email a VENDOR
I would like to see the ability to send an email in the quick action list in VENDORS. Can I add this feature through the customization menu ? I find that the inmail module is really poorly integrated into ZohoCRM. Now that is the feature we paid for. I really hope you will improve it swiftly.
Converting an account to a new pipeline
We would like to create a button in the Accounts module that takes certain fields the in Activity module which are then added to our Pipeline (Deals) - so as an example once the meeting notes are filled in following a visit/call these notes form the basis of a new pipeline opportunity. The Fields would include product name, amount, first meeting date. I have just started familiarising myself with writing custom functions but if you provide some guidance on how best this can be done that would be
Take notes on apple watch?
Hello, is it possible to somehow take audio-notes in my CRM with my apple watch? For example notes on specific contacts. Regards, Andreas
KPI
Hi, Is there a way to track sales performance: Sales Wins x Sales Forecast for a certain period of time (by quarter)? Note: Sales Wins - the deals that were secured Sales Forecast - the deals that were considered in the forecast Thanks, Rodrigo
Kaizen #28 - Use cases related to Record Owner
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss a few use cases related to the Record Owner field. Who is a record owner? A record owner is a user of a CRM org who owns a record in a module. Any other user could have also created or owned this record, previously. This "owner" is a lookup field that points to the resource Users. Therefore, when you use this field, it must always be a JSON object in your input. The following are a few use cases related to the record
Visits - Word of the day #20
Visits, in Zoho CRM, represents tightly integrated module with Zoho SalesIQ (Zoho's web traffic analysis tool) to give your website visitor activity reports right inside CRM. Here's a knowledge-base article on how to integrate SalesIQ with your Zoho CRM. Check this video on setting up the SalesIQ integration: Previous 'Word of the Day': Forecasts Next 'Word of the Day': Social
Link To Account In Email Template
Hello All, I was wondering if there was a way in which we can add a generated link into our email templates? Example: ${Accounts.Account Name} Cancelled Subscription The account would have the cancelled account name BUT with a clickable link that'll take you to the account page. Any way to do this? Thanks!
Fetch fields info from Accounts to other module
Hi, I need to fetch field information from Accounts to Cobranzas modules but I dont know how, this is the API names in respective modules, thanks !!! Accounts Cobranzas Sucursal Sucursal Actually Sucursal is Pick list field in both modules but in target module (Cobranzas) I can change if neccesary because only need show the data stored in the related record in Accounts. I will be very grateful if someone help me. Paul
Email as an activity
I have been looking to see if I have missed something. It appears that when I run a report on last activity it excludes email ! If I'm right on this this is a huge shortcoming. We have recently upgraded in the chance we were missing features on the free version...so far no luck on this. Thank you for your input.
Creating Repots from Leads, Contacts & Potentials
I would be interested to know whether you can create a report for leads that have been created between two dates, that include any that have been converted to potentials or Contacts. To essentially show business in between two dates regardless of their current status. Thanks!
IP LOCATION
Dear Sir, As We know in current situation of COVID-19 our companies all staff is doing work from home.In this case they are facing issue of ip location of crm .So due to this reason they are not able to access zoho. So please guide for the same. Thanks & Regards,
Phone Number Formatting
I have just learned that in order for a iPhone to show caller ID based on contacts in Zoho the phone number must be formatted +1 (###) ###-####. Is there any way to automate this process by converting just the 10 numbers to the needed format for using the iPhone caller ID feature? Or what are you doing to get around this?
Copying from one Field to another
In "Deals" I have it set up for 2 customers (We are a Mortgage brokers). Sometimes we have people who live at the same address. Is there a way where if I put the address down for applicant 1, I can copy that over by ticking a box or something similar?
ACCOUNT
I want to allow all users to see account details, with each user having only access to his/her own contacts. So that each user can add a contact, and link them to the same account.... HOW?
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