Cannot show "territory" in pipeline reports
There is no "territory" field listed in available fields for opportunity in report builder There is a field called " potential territory" which if i add to list of displayed fields causes the report to list nil data. I have tried this on two different working reports and each time I add the field the report gives nil data. any workarounds that can show territory data in one report. I know i could filter the report by each territory, but then i have to consolidate data from 4 different territories......
custom forms
why it is so difficult to personalize an invoice or budget in zoho CRM? IN is zoho books very easy to personalize it, because it is not the same?
CRM Contact image
Instead of having to upload a picture each time or a lead or contact image - can there also be a web link option?
Schedule custom function
Hello, I have created a custom function which evaluates lead age days(today's date - last activity time). It evaluates the days but only fires when a record is edited. What I can do to let custom function automatically evaluate lead age day everyday. Can I schedule it. Or is there any workaround for it.
Custom Funtion
Hi everybody, It is possible insert a record in a custom module using Custom Function? Thanks!
Impossible to modify the field "Prospect name" or "Last name" in Prospect section - HELP! ;-)
Hello there, I am very familiar with SFDC, brand new on ZOHO. I must say it's very very easy to configure and to set up. Much easier than SFDC, but when you come accross a difficulty, it's, to me, always tricky to slove it out by myself. Anyway, in the section "prospect", field "Last name" or "Prospect name", it seems to be a mandatory field but with absolutely no possibility to modify it. So basically if you make a mistake when writing down the name of your prospect, you can't perform any corrections.
External Data - Lookup field
I am trying to set up a look-up field to pull data on Country names, which would be mean pulling it from an outside source. Is there any way to do this?
Tab Key redirect
When pressing the Tab key, it currently does from left to right and then down to the next row. Can I redirect it to go Down the column?
Leave pre-recorded messages with click to call?
Is it possible to leave a pre-recorded message while moving on to the next call when using click to call with one of the phone bridges? If so which one?
Auto-Capitalization of a Zoho Default Field
I would like to know how I can set a field within my CRM to auto-capitalize all letters when an employee enters it into the system. Where in the system can I do this. I can't seem to find it on my own. Please advise.
All the custom fields in my contacts have disappeared. I'm not a free member and I have not missed a payment!
Hi, All the custom fields in the contacts module of my CRM have disappeared. I am a paid client, have not downgraded and have not missed a payment. I can see the fields when I add a new client so they still exist, I just can't see them when I pull up a client record. I own a yoga studio and this is how I manage client visits, memberships, packages and how I find the information to contact them. I am unable to run my business efficiently right now. THIS IS AN EMERGENCY. I sent an email to the
Task reassignment with lead reassignment
Is it possible to have tasks reassigned along with the Lead or Contact reassignment? For example, if a user has leads assigned to them, but leaves the company, the tasks are still assigned to the original user. In our environment, users can only see their own task. Can we have an option to reassign the task with the lead/account/contact?
Creating formulas and another custom filed using two custom fields
Is it possible to create another custom field based on two custom fields. We are on the Professional Plan
Custom Views
I just discovered that My sales reps can change the content and the order of the content in any of the views. Our company wants to standardize what the default views are but can not do this when the reps have access to change the content of the views. Is there a feature that prevents them from doing this? I would like for them to be able to create their own views if they want but we need to lock down the default ones.
Duplicate Accounts when doing an report
Hi, I have done a report that shows all accounts which haven't got any activities tasks or calls(so we can track them and call them). My problem is that I have accounts appearing 3 or 4 times in the table and I can't find why. Is it because it also looks for Contacts without any tasks ? Many thanks for your answer. Regards, Florian
I can't add a custom field to the Account module
I have the button for "New Section" but not a button for "New Field". I'm logged in as Administrator to my Google Account and from there I accessed Zoho CRM app. Thanks for your support. Ricardo Parente.
Activities Screen - Account Column
Hi there, Can someone tell me please, if it is possible to have the Account of the contact visible in the Activities screen next to the Contact? This would be really helpful, but I can't see it is an option at the moment :( Thanks Andrew
Potentials closing date - show this date in customers overview-list
Is it possible to create a FIELD inside CUSTOMER which shows the CLOSING DATE of a POTENTIAL from this CUSTOMER ? Because we want to filter CUSTOMERS with/without POTENTIALS and want to sort them by CLOSING DATE. If it's not possible, could you make it possible? :-) (At the moment we use a created field inside the customer and manually add the potential date, but this is a lot of stupid work. so it would be very nice, if it could work automatically)
Dashboard Reports
My account has two users (me and my trainee) wherein she is added as a user under List of Approved Email Addresses. We are using the BCC Dropbox Email Addresses on our individual outlook system for recording our tasks daily.Is it possible to show our email count per day specifically as individual emails rather than mixed up from my account alone? If so, may I have a guide on how to?
Need to use Quote "Grand Total" to populate Potential "Amount"
Hello team Zoho, We would like to use the Quote "Grand Total" to populate Potential "Amount". I've found this related topic, but since I'm a novice in Deluge script and the script in the link attached is not working for us. I was wondering if the team of Zoho could help us out please (we use Zoho enterprise) ?!. https://help.zoho.com/portal/en/community/topic/potential-amount-field-driven-by-quote-total-s Many thanks in advance !. Rashied Akrum
Heading
Hi, is it possible to create a header to group the different sections in the accounts info page? Regards
Add related Notes to a Contact from custom script
Hi Is it possible to relate additional notes to a Contact from a custom deluge script ? I guess it could be done by calling the external API postUrl() but I'm wondering if it can be done directly by something like zoho.crm.create() Thanks
Zoho CRM Custom Commands for a list view ?
Hi, Using Zoho CRM, I need to provide my users with some custom commands on the Contacts view list. These commands would invoke a custom deluge script. I don't see anything like Zoho Creator's "Custom Commands" so built a work around: Create a custom field for Contacts Add a workflow trigger that will invoke the custom script when the custom field is updated Create a Macro that updates the custom field This works but has a number of issues Macros are private to each user so I'd have to go to each
Can I push a custom field to Adwords through Zoho?
Hi, I want to be able to rate leads that I get through adwords and have this tracked in my adwords account. I know that Adwords gets all of the fields that were set up through integration- but can I push other fields as well?
Is it possible to add similar section while updating accounts?
Hi all, I would like to ask if it is possible to just click on a + sign when updating account info and create and update a new similar section. For e.g, In the customised "Appointment section" in account details, I filled in all the appointment details (something I cant customise in record type) in Apr. In May, I schedule a similar appointment section again. Can I just click on a + sign when editing the account and fill in similar fields? or do I have to change the layout every time I update? I didnt
Change colour for each section?
Hello I am wondering if it is possible to customise the colour for each section in the accounts information page? Thank you so much. Pang.
Auto Date based on Selection of Stage in Potential
I have a requirement where when the Stage in potential reaches a certain string, a date should be captured. For example: Currently I have these stages Pre-Qualification Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost When someone selects any of these stages: Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost The date it was first flipped should be recorded. I am trying to create a custom formula field named 'Recorded Date' under potentials
Quick Action "add a new contact"
Hi It would be very helpful to have the option to add a job title in the 'quick action - add a new contact' function from within an account. Is this something I can customise myself or a feature request?
Getting a custom module to pull data automatically from Potentials
Thank you in advance for your assistance. In Potentials, we enter some customer information about our jobs we are working on, and we've also created a custom field to autonumber each new job. We have started job costing our jobs with several cost buckets, so we created a custom module to gather that information. In that module, I do have a lookup that allows us to search for the CRM Potential Name. Once that is selected, I'd like the job number to autopopulate to prevent human error. Right now,
Leads linked to Account Name
Is it possible to assign a 'Lead' to an Account name similar to how you assign 'Potentials'?
Sub Categories
Hey guys This is what I'm trying to do. We are using the website integration tool right now and what we want to do is to be able to have sub cats pop up based on response. For Example: If on the form, I have a Technology Field where the person would pick a Technology, and lets say they pick Data Center. What I would like to have happen is once they pick data center and new list of option would pop up with other option to narrow down the request: Data Center: Networking Servers ETC. Is
Change Role
I'm VERY new to ZoHo, so be patient with me. I'm currently using the free trial. When I set up my profile it automatically labeled me the CEO of the company. I'm not, but it will not allow me to change this is the settings. Suggestions?
Stage-probability mapping in custom module
Hi there. Is there any possibility to make the same stage-probability mapping in custom module? We have a different types of potentials. And we want to have a different modules with different names, but in each we need this stage-probability mapping. Thank you
Customizing Accounts
Hi, I'm just starting to use ZOHO CRM beginning with the creation of our exiting Accounts. I have a few Accounts that are integrators and/or distributors who we bill and receive payment but the underlying business is for their customer. I'm wondering what is best practice so that I'll be able to do invoicing and also reports and forecasting. For instance, all the business and billing goes through "Fred the distributor" but there are multiple customers such as Fred'sA, Fred'sB...and so forth. The
Custom CRM fields
Hi everyone I'd like to do 2 things with custom CRM fields and haven't been able to: 1. I have a check box in my Accounts tab that I'd like the related contacts (custom field) to reflect. I also want to be able to modify all related contacts' check box from the Accounts tab. Is that possible? 2. When creating a related contact, I'd like the address of the organisation to auto populate for that contact. Is that possible? Thanks in advance!
Carry over values from Custom fields to System Default Fields
When I try and convert a lead in to a potential, it gives me a few default options like "Amount", "Potential Name", Closing Date", "Status" and "Contact Role". I've managed to equate the amount field from Leads and carry it over to Potential. However, I would like to do the same for potential name. In our case, a potential is a project, its not a company. So, I created a Text field in Leads with the name "Potential Name' wherein a user would fill the project name. Upon conversion that value should
Exporting contacts to LinkedIN
Does anyone know how i can export my contacts (6000+) into csv or xls format to be used as imports in LinkedIN? or is there any add on for LinedIN??
Account main contact field
I have learned that I can search contacts to drop into the Main Contact field. However, when I do click on the search icon, all contacts in the data base show. Is there a way only that account's contacts will show? (Just as it does in the quote)
Duplicating Address in Contact details
Hi ZOHO CRM, I'd like to do two things here: 1. Contacts linked to an Account should have their addresses automatically filled in. However, I can't quite get this to work. I'm currently using customised address fields. What would you suggest? 2. I'd like to activate/deactivate an option in an Account that adds/removes all the linked Contacts for that account from a list. Would I be able to do that with Lookup or other custom fields, please?
How to create monthly pop up/ email alert?
Hello, Is it possible to create monthly pop up/ email alert per client type? For example I have 3 clients' category : GOLD / SILVER / BRONZE GOLD clients need to be called once a month SILVER clients need to be called once every 3 month BRONZE clients need to be called once every 6 month I would like to have a alert when the Sales have reach the time to call them (i.e. last call for a GOLD client was more than 1 once ago). Thanks a lot for your help !
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