alert emails with updates
Can I send an email alert which identifies specific changes made to a project's custom field? The Feed does this but since the mobile app doesn't include a feed I need to get specific updates to people who are traveling.
Custom functions, allow jquery post to 3rd party ?
Hello All, I am new to Zoho CRM and i would like to send some data. E.g. When lead get save to update, i would like to transfer lead email address and lead status to my another application. I created REST API where i can post this. but i would like to know that does custom function allow me to use JQuery AJAX post function ? can anyone provide me sample?
Add additional lead owner fields with the ability to look up users
Hi - How can I create additional lead owner fields that show me the pick list to select the lead owner (users)? I want to set up custom fields (which I know how to do), but I'm having a hard time finding the "Lookup users list" I want to create a call back lead owner, 2nd call back lead owner, 3rd call back lead owner etc.
The Service Team don't seem to care about taking a feedback and reporting to IT team..
Based on the issue we are facing, I suggested VIDYAPRIYA to give the feedback to IT team for the feature enhancement, that ZOHO might feel ok to be implemented. It has been 4 days, and VIDYAPRIYA don't seem to revert the same... neither she seems to acknowledge the same...!!! I don't know how ZOHO would out perform the competitors when the client feedback don't seem to reach the IT team...!! SOMEONE NEEDS TO FIX THE ISSUE...!!! This treatment come to us, even when we are subscribers to your highest
Mass Opt outs
I was wondering if there is a way to import a list of people that need to be listed off as opt or or does it have to be done manually one by one?
How do I customize the bottom half of the Leads Page?
I would like to reorder the below so that Emails is the top field Thanks Attachments Open Activities Closed Activities Invited Events Emails Campaigns
Leads home page, how to add a heading
Hi Guys, In my Leads home page, I currently have name, company name tel number and email. I want to add a new heading, Service Provided. I have added this onto my leads page and made this a required field. I have gone to Set-Up and search lay-out and ticked the Service Provided box. I had done this already and it was working but has now vanished and I can not get it back. Why?
Custom macros
Hi, This is the first time I am posting here. I am wondering if there's a way to develop a customized macro for manipulating certain fields. Basic functionality resembles that of an IF statement and then sorting the list in different statuses by a criteria. Thanks for your help. WS
Custom function to copy fields from contact to potential module
Did anyone created a Custom function to copy fields from contact to potential module? Suggestion or help would be appreciated.
Customised Options not appearing in drop-down fields
Hi, I have customised options for Lead Source on a Contact and for Stage on a Potential and these have worked fine for months. As of yesterday I now only see the old default options when I try to complete these fields. When I go into settings to customise the options it's still showing the ones I previously customised, they're just not showing when I am actually updating a Contact or Potential.
Simple sendmail function that adds an attachment
Is there a simple script that I can use to add an attachment from Documents? When I choose "Send Mail," it allows me to add a document, but when I add the SendMail script in deluge script, it doesn't allow me to attach anything. Any thoughts on how to write a script that allows me to add an attachment from Documents?
Editing the New Contact Form
Team, Can edit or alter the new contacts form? For instance, I have no need of the copy address button. Sincerely, Oz
Custom function scheduled to run nightly?
Hi, I have several variables in a module that are populated by custom functions. Right now they are set up to run only when the record is edited, but really I need them to run daily / nightly for each record. It doesn't appear that there's a way to set up a nightly "batch" function in Workflows that triggers nightly, if there is I could use some help? Otherwise, it sounds like Zoho Creator has the ability to trigger functions on a schedule? I've started coding this in Deluge but I'm hoping
Function Request and Problem about multiple currency function
Hi, First, you can only add 1 currency, and the other currency is converted automatically based on an pre-setting exchange rate. But you know the exchange rate varies time to time, so the price is not accurate. Second, we want to add fields with two currencies. For example, in the product module, we want to add two prices to a product: 1. Sale price in USD 2. Purchase price in CNY They are used in Invoice, Sales Order and Purchase Order. We tried the existing multiple currency function, however it
Creation a custom module record when an invoice is created
Hi, I am trying to figure out the custom function for the automation rule trigged when an invoice is created. The custom function should create a record (Operation) in the custom module Operations with the Operation Name = Subject (from the Invoices module) and Quantity for this Op = Quantity for the main product/the first in the list (from the Invoices module). I wrote something like this, but it doesn't work: void CreateOperationForOrder ( string invoiceID ) Edit Arguments invoiceDetails =
Need a Freelancer for setting up Zoho CRM for our organisation
We need a freelancer who can setup and customise Zoho CRM for our organisation. A person from Mumbai will be preferred. The customisation scope is majorly creating Automation workflows and rules. And linking some custom fields across sections.
Summary report export error
Dear Zoho, The summary report that is exported as an excel file is different from the Zoho file. Specifically, the pivot function (via the grouping) doesnt show up in excel. Is there any way I can fix this? Thank you so much! Pang
Can I change the items listed on the first page to include email, and reorder or delete ( activities, visits or case)?
I'm using the CRM tool with email integration. I go into email often, which is located on the drop down list from the first page. How can I re-configure the items located along the main selection bar to include email and, remove one of the other items listed ( i.e. activities, visits, case etc.) Thanks
Copying the amount field from potential to an amount field when a deal closes
My client asked me if it would be possible to insert the amount field from the Potential module to a new field on the Accounts module when the deal closes? I am not seeing a way to do that in Workflow. Lanny
I'm an Independent sales rep and need a solution to track my "Leads to Accounts" sales progress among multiple (9) brands/companies???
I'm an independent wholesale apparel sales rep and have just started using ZOHO for my CRM needs. I currently represent 10 brands/companies and trying to figure out the best way to manage them from the Leads to the Account stage. Is it possible to setup each brand as a Territory within ZOHO? If not, what do you recommend as a good alternative? Many thanks for any suggestions!
Account is Currently Not Active
Whenever I run a Custom Function It Give Me an error either "This Account is Currently Not Active Error Code 4101" Or "Invalid Ticket ID Error Code 4834". Please Assist Me on this as soon as Possible.
Parse string query from webform to non-zoho webform on thank you page
Hi everyone, I have a prob I need some guidance with: we have a zoho web form embedded on a site to capture user enquiries. We need to parse the string query from the completed web form into a NON-ZOHO webform on a different page (thank you page) as pre-populated text. This is so same user can opt-in to a third party marketing offer, and to save them from having to re-enter their details. Does anyone have any ideas around best way to do this? Thanks, Darren
Force Update of Expected Revenue through custom function
I have created a custom function that when coupled with workflow rules will take the amount of a quote that has been marked as "closed won" and update the amount of the related potential to match. The workflow set also updates the potential stage to "Win" and the closing date as today's date. What I have noticed is that even though the amount has changed and the probability has been increased to 100%, it uses the old Amount for the calculation instead of the new one. Is there a way to have it force
Potencial module
Hi guys, is it possible to copy modules? I want to create something exactly like potencials, but i can not duplicate it. second question - can i choose with every new contact and oportunity... who can see them. I mean, if i want to create contact as a CEO but i dont want managers to be able to see it, can i chose for the contact to be visible only for me? Or do i have to do it for entirele module?
Custom field - Formula with dates.
Hi All, Very new to Zoho although pretty well versed with other CRM products. As part of our migration process, we're testing specific areas of functionality. On our old CRM we have a simple date formula explained like so: Start = 01/01/2015 Finish = 10/01/2015 Difference = +9 Days Is under 30 days? = YES The above set of questions help us establish a client has performed a specific task within a strict 30 day time frame. Only when the client exceeds the 30 day limit is it of interest to us. If not,
Captcha not working on Internet Explorer
The captcha does not display properly on Internet Explorer: http://hydecanyon.com/register/ Please advise asap
Importing Contact information, compiling multiple values into 1 field
Hello, I have been using the import contacts feature, via .csv file and it's working good. However, it would be very beneficial if I could compile 2 values into one field in Zoho. An example of this is first and last name. In the default contact information section, although it is importing first name and last name as separate values, once it's imported, it's showing first and last name in the same field, on the same line. I am using the import contacts feature to import orders from our website.
how to set Approve/Disapprove based on roles??
Hi, I have created function for approve n disapproved and also set in custom action in report. But I'm looking for, this approval should be visible based on roles. I have declared three roles: Manager, CEO and User. So, I just want to enable this approval only for the CEO or Manager. Can any one plz help me. Thanks
Creation of Custom Function to Closing date -> Modified Time if Stage=='Close Won'
In ZohoCRM I need to Update the field "Closing Date" with value of "Modified Time" if "Stage" contain ' Closed Won', is it possible?
Error while processing the request! Unable to send message;Reason:530-5.5.1 Authentication Required. Learn more at 530 5.5.1 https://support.google.com/mail/answer/14257 205sm3156982qht.28 - gsmtp
I follow the instruction but it still does not work. How can I send from my own gmail account.
Related fields in custom modules
Hi, I have made a custom module and related it with other modules by lookup fields. I was trying to add related lists but once I run the procedure "add related list" I have response that related lists are not available. Please advise. Thank you, Matthew
invoice
Hello ! I subscribed to the Zoho Professional Plan a few days ago, so I can create invoices. I would like to create beautiful invoices like this for my custumers (so with color lines, nice typography, table well organized etc...) Edit : Is it possible ? How can I do ?
Link Zoho CRM to Zoho Creator
We have created a quotation calculator in Zoho Creator. This now needs to be linked to Zoho CRM so that it appears under the "Quotes" folder of Accounts in the CRM. This then allows us to see all the quotes given per Account and assess which have been converted.
Creation module
Good afternoon, I want to create a module in the CRM to create prospects besides the module that already exists for customers to be separate and differentiate are two types of client different, the idea is that the new module can also create and import prospects is it possible?
Campaignslist add to leadview
How can I add in a lead view the campaings a person has received.
standard professional enterprise differences
Hi, I would like to know if "preliminary estimate" and "invoices" are in the standard version or only in better pack please, I don't see it in the table. What is "case and solutions" in the Professional pack ? What is "Custom applications and linked lists" for "enterprise" pack ? thanks ;)
Web Form
Made a web form for information request, loaded it on my website but when I fill it out, it does not add a prospect or email me. What am I doing wrong???
Can a contact have two owners?
Can a contact or account have two owners?
Custom Formula field syntax error
Hello! I've come across some issues trying to write a custom formula field. I have created 7 list selection fields with values from 1 to 10. The idea of the formula field is to get the average value of those 7 fields, for example: Field 1: 4 Field 2: 7 Field 3: 5 And so on. I'm getting Wrong data error and syntax error everytime. I'd really appreciate some help with this one. Cheers.
Technical Importing issue
Im New to Zoho, having a trial accunt. I have two issues 1- Not allowing more than 6 columns to modify when I import my leeds 2- I cant find my leads after I import them. Thanks
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