Import of related records failing
In Zoho CRM, there is an option to import related records. In cases where a related record is associated with a record containing an email address (for example contact persons or users), the sample file shows the Contact or User Name - what actually needs to be imported is the email address of the contact or user. This is considered to be unique (note, in standard CRM it is not set as a unique value record, so you technically could have in CRM two contacts sharing the same email address - for example 2 people sharing the info@ email address. This is rare, and should be avoided).
When uploading deals - the contact person that is linked to the deal is named Contact Name in the sample file- however, when mapping the contact person in CRM, it requires the email address of the contact. This means that email addresses in Contact persons should be unique to make this work (i.e. no two contact persons with the same email address).
Account records do not have an email ID - these are identified by Account Name. Therefore, working with multiple branches of one account as separate accounts in CRM, these should be named uniquely.
Deduplicating records in CRM
Over the course of using a CRM system, duplicates tend to get created by accident. Sometimes it is due to users entering records twice, sometimes it is due to clients entering forms more than once. Zoho CRM comes with a Deduplication method built in. ...
Changing record owner in CRM
In CRM, all records must have one owner attached. But what if the owner of a record leaves the company, and you need to reassign ownership? First, it is important to understand that ALL records have an owner, that includes Tasks, Accounts, Deals, ...
Configure Email in CRM
How to configure email in CRM How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
Get you mails out of your customer's spam folder - set up mail policy for your Zoho Applications
A number of Zoho applications provide the option to send emails on your behalf (i.e. an email sent that comes from @yourdomain.com). In this article we cover the most popular applications in the Zoho Suite - if you send email from another application ...
How to set custom Campaing status for participants
CRM Campaigns can be integrated with other Zoho products, such as Campaigns (email marketing), and Backstage (event management) - however, it is also possible to create your own custom campaign in CRM - for example a Open House event. You might want ...