Investments Portfolio Structure
Can you all help me to conceptualize and eventually create a system within CRM that assigns individual securities (stocks, bonds) to individual Accounts that are linked to specific Contacts or Clients? Right now I have a custom module set up for Accounts, which contains type of account (Individual, Joint, IRA, Roth IRA, etc....) but only have the overall account value as a field. For instance, Joe's IRA = $45,789. What I'd like to create is a list of securities owned that add up to the $45,789. Such
How to create a deal(s) from contact field updates
The Zoho standard format isn't really suitable for us as we are b2b not b2c. However, would be helpful to create a deal or 2 deals depending on what the updated field selection is (product 1, product 2 or both), associated with the same contact. Anyone have suggestions for this?
Does lead email opt out affect other modules?
Hey, If a lead with a certain email has opt-out on, will I be able to send email to an account/record from another module with the same email address? Or the block is related to the email address regardless of modules? Thanks
Deal Stage No Longer Setting a Default Value
Hi Community, My agents raised a concern today. Previously, when creating Deals, our Stage field has a lock icon and defaulted to our first deal stage. Today, they noticed that it has no lock icon anymore and they can choose the Deal stage. Anybody else notice this behavior?
Sharing Zoho meeting webinar to social media through Zoho Campaigns?
Hello, First of all, I think the Zoho Campaigns- Zoho Meeting integration has a lot of potential. However, it seems like a feature is missing: When sharing a Zoho Meeting webinar through Zoho Campaigns, the only way to send the campaign is thorugh mailing list (screenshot 84). Is there a way to share it on social media, for example Facebook? Thanks!
Sync WooCommerce Membership Status To Zoho CRM Contacts Module
Hi everyone! I'm wondering the best way to sync a WooCommerce Membership status to Zoho CRM? Ideally, this is how it would work: 1. A customer purchases a 1 year subscription on our site via WooCommerce memberships. 2. A field update occurs in Zoho CRM>Contacts denoting an active subscription. (Text field or boolean, doesn't matter.) 3. After 1 year when the subscription expires, it updates Zoho CRM>Contacts to reflect the subscription is no longer active. (Text field or boolean, doesn't matter.)
Zoho CRM emailing
I was receiving an error "Could not convert to TLS" when trying to email contacts directly in Zoho CRM. My IT dept worked with Zoho and determined the issue was something on the exchange server, which is fixed. The mail server itself is only set up to accept the connection in general, not per user so we don’t understand why this is affecting some people and not others. The initial error "Could not convert to TLS" now saying "535.5.7.3. Authentication Unsuccessful" PLEASE HELP
Marketplace tab in CRM toolbar
Hello, I just.noticed there is a new "module" called marketplace in our CRM toolbar. This is a tab along with Acounnts, leads, contact etc. The content is the same as of Setup / Marketplace. Is there a way, and how, to remove this tab, so the market place is only found in setup as usual ? Thanks
WTF with your documentation?
Hi, i have trouble, with post new contacts in zoho crm but for first why you have different documentation for same operation with REST API? example: (where you get this token?) link1: https://www.zoho.com/crm/help/api/v2/insert-records-examples.html#insert-contacts link2: https://www.zoho.com/crm/developer/docs/api/insert-records.html 2 different documentation for same operation (insert or add new contact) we have 2 different token, and different input! in another example you don't have validated
Using "contacts" only
We are having problems with staff being overwhelmed with "prospects", "accounts", "contacts". Has anybody just put everything into contacts only? Our deals are not recording well in ZOHO CRM because they are small and often ongoing. We are establishing relationships with clients and the estimate and invoices is run through a different program that doesn't play well with Zoho. So does anyone just use one module for the database?
Deactivated Workflow Still Running and Triggering
Hey Team, I deactivated 4 workflows but they are still running and triggering custom functions. Do deactivated workflows still continue running custom functions? I deactivated 10:51PM and still ran and triggered custom functions. See screenshot. Please advise how to stop deactivated workflows from triggering custom functions.
Create Workflow Rule Based on Day of the Month
I would like to create a Workflow Rule that is based on a field which has the day of the month; i.e., 4, etc. I'm sure this can be done but don't have the first clue on how to do it. Can anyone explain how this is done? Thank you, Ron
Add or edit manufacturers in Zoho CRM
Does anyone know how to add and/or edit manufacturers in Zoho CRM? THanks,
Text glossary
shortcuts to automatically paste text blocks Example a code (# 1.1) allows you to paste an introductory sentence
Apertura de informacion en una nueva pestaña
Si me pueden ayudar. Al momento de navegar en zoho crm sucede que si veo el panel de detalles de actividades en la parte izquierda veo la información de mi contacto o leads y al momento de darle clic ahi me abre otra pestaña y no deseo que suceda eso. Puede alguien ayudarme con la configuración para evitar este tema . Gracias por su ayuda
Creating a sales order aging report
Hi, I'm hoping somebody can help me out here. I would like to create a report that shows me accounts that have not ordered in 90+ days. I am paying for the zoho reports add on but the sales order module is not supported. Can someone help me out here? Thank you!!
Incoming Leads graph by month in 2019
Hi, How can I generate a graphical report that shows the number of incoming leads per month in 2019? Our leads come directly from my website contact us form. Thanks
Can´t create validation rule for blueprint if it is a number
Hello, i´m trying to create a blueprint, when i want to set up a transition and add a new field in "during phase", Crm don´t let me set up rule as field validation criteria. I can choose any number field choose criteria and message but whan i click on Done nothing happens. When i try to check field validation criteria for text or check everything works perfectly. Thanks for your help
Reset Badges and Trophies to (0) Zero
Is it possible to reset the Badges and Trophies count to (Zero)? I'm trying to set up a game that will run for 6 months and award team for 6 months efforts. Then I'd like to restart the same game for another 6 months and start everyone over again at (Zero) count for Badges & Trophies. thanks Mark Smith
Info icon in product details (Module Quotes) showing incorrect information
Hi everyone, I need your help with this issue. The Info icon in product details (Module Quotes) is not showing the information of the product's business card. It´s showing the information of a Product layout, that I even deleted.
how do I use zoho? I thought it was a crm?
how do I use zoho? I thought it was a crm? I log on and nothing is there: no indication of how to use the product.
How to properly manage prospects.
We are planning to use Zoho CRM primarily for managing prospects. I am new to this and would like your input on how you would suggest to properly record information to manage those prospects. Below are the main steps we need help with. Scheduling a face to face meeting with a contact already in the contact list. Recording the meeting outcome Scheduling alerts for follow ups. Scheduling contact calls. Thanks in advance for the inputs.
Applying a function/workflow that triggers on Create/Edit to older records!
So at work, we've recently put into place a new system where various functions/workflows are used to dictate a number of statuses regarding our client. Right now, this is all working fine for any newly created Client records in the 'Clients' module. The problem is that retrofitting this into older records is proving difficult. What I tried is making a dummy checkbox called 'Mass Update', and applying a mass update on that to trigger the workflow on all the older records, but it says that workflow
Move Lead to Contact
Is there any way to MOVE a Lead to a contact? After the sale we don't want them in the Lead section. They then become a Contact. I'm just learning how to use it, but so far, I really do like the CRM! Thanks. George Gseago
Sorting list of dates fetched from module by latest to oldest.
So some quick background - We have a module called 'Client Meetings' where there is a custom DateTime field where the sales rep inputs the date that client was met. We have a function takes in a Client's ID, then fetches all records in the 'Client Meetings' module tied to that client. What I do is then the following: response = zoho.crm.getRelatedRecords("Client_Meetings","Clients",ClientId); list_of_meeting_dates = { } for each meeting in response { list_of_meeting_dates.add(meeting.getJson("DateTime_of_Meeting"));
How to add Gravity form data fetching to zoho crm
Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.
UPS Label from Contacts
Is it possible to integrate a World Wide Express (UPS) with Zoho contacts? I send out 100s of promotional boxes to my contacts.. Alex
Add Dimensional Weight or volume field calculator
Hello, I'd like to know the total volume (in cubic meters) to the products in my sales invoice. How can I do that? It must calculte the sum of all products times its unique volumes. Thanks in advance.
Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note.
Why do Zoho webforms still use tables like its 1995?
I find this extremely frustrating. Every time I need a new webform (or update an existing one) I have to recode the form's embed code to strip out all the <table> <td> <tr> code and manually retype these into <div>s to make the form responsive on mobile devices. 1. Why is Zoho still using tables in 2020? 2. What is being done to update this webform code to be natively responsive on all devices and when will this be available?
Associate alias to ZOHO account
Is it possible to associate an alias with a zoho account? To accept the invitation must I click on the link that arrives in my email with the associated alias?
Visit Date&time mapping Visit Date
hi all, I want to mapping Visit Date&time with Visit Date in Lead Module. I mean, In lead module, I have Visit Date&Time and Visit Date (I have just added). I need Just Visit Date not needing to Time.How can I transfer to Visit Date&Time's Visit Date to Visit Date. If I need any code could you share with me.
CRM invoice error - freeze when calculating tax
Hello Guys, First of all, you rock! Thank you for the good work. I have this problem when calculating tax in my invoice. I see the loading bar, but actually the session has been frozen and no tax has been calculated. I am working for about a year with CRM now and this has not happend before. The only thing with this invoice is that it contains more then 20 products, other invoices with less than 20 products don't show this problem. This is quite concerning for me as I cannot send this invoice. Is
Duplicates in Custom Reporting
I have built a customized report to view one of our users Events/Check in Status to ensure he is completing his weekly call cycle. The modules I have used are: Event, Account and Notes. The fields I have chosen on the report are: Related To, Title, From, To, Note Content, Checked In Status, Checked In Time. The problem I am having though is that the records appearing are duplicated
Exceeding 500 emails in mass email using Professional edition
I sent a list of "leads" a mass email that was about 3200 email addresses long, which exceeded the 500 recipients that the "Professional Edition" limits me to for single mass emails per day. Will 500 more emails per day be automatically sent in the following days...and repeated(each day) until all 3200 emails in the original single mass email request are sent? Regards, Jeremy
Mailchimp new subscriber when a new Zoho lead is created through Zapier
Does anyone know if the Zaps are working fine (and updated) between the Zoho CRM (premium application in zapier) and Mailchimp? Is that something that the developers can do or Zapier is responsible to update the connections to the new API v2?
Why Should I Use the Leads Module? Looking to Simplify.
Posted previously, but starting a new topic. What is the advantage of having a lead? Why not just enter all as Contacts? I have been toying with the idea of entering everyone in the Contacts Module, and using a "Contact Type" field to change the record from "Lead" to "Contact". You can set up and save a View in the Contact Module so that you only see Leads, Contacts, or other types of contacts that you have. This would also let you convert someone back to Lead, just by changing the selection in
ENTERPRISE DOWN
The Zoho crm web page is not working. It seems to be a javascript problem as we could see in the console. The case is that we can't make any change in the leads nor call to our customers
Wordpress & Zoho CRM
Hello, I am looking for a simple and effective way to capture contact information from leads generated on my Wordpress website. I want to be able to make the form look how I want it, the form builder in Zoho CRM is a bit too simple, so I am looking for other options. What options do I have for creating Web Forms, having them on my Wordpress site, and pushing that information inputted to Zoho CRM? Is there a major Wordpress Plugin that people use? Does Wordpress simply require a link or a line of
Forms recommendation please - Zoho CRM Webform vs Zoho Form vs Contact Form 7 vs Unbounce
We're just getting up and running with Zoho CRM. Our initial aim is to setup and start monitoring our lead generation, in particualr PPC adwords from conversion through to paid work so we can monitor our ROI on individual keywords. After this we can slowly add on other CRM aspects into our business. - Our current website 'Wordpress' forms are created using the free Contact Form 7 plugin (They look good and work well). Though won't natively talk to Zoho. The Zoho CRM web forms - Dont look great and
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