Have email show up on CRM account main page
We are interested in having ZOHO show the emails between our staff and the client on the main account page in the CRM. It is not useful to have to click on contact, then click on email, to see the emails. A brief line that we could click on to see the remainder of the email via a pop up is what we are looking for. Please let us know quote/time. Thank you
Read only option based on stage selection in CRM
Hello Team, I would like to know if there is an option where after choosing a particular stage in CRM the potential automatically turns read only. In this stage the general users should not be able to edit the potentials. However, admin users can do so. Thanks & Regards, Divya Sundaraju FundsIndia.com
Seeing Campaign Member Status in Lead View
Our callers use custom lead views which are filtered by Campaign and other criteria. They have everything they need to make the call, except Campaign Member Status. Currently they have to open the lead, scroll to the bottom of the lead screen to see what the campaign member status is before they make the call. Is there a way that we can add Campaign Member Status to the custom lead view? I am able to filter by campaign but none of the other campaign fields are available to add to the view. If
Will workflow execute on zoho creator new lead creation
I have a zoho creator application that creates a new lead in zoho crm. It seems that when it creates the new lead in zoho crm the workflow rules that should trigger do not. My work flow is setup to trigger on lead creation. Despite this, the work flow does not seem to execute after a new lead is created from zoho creator in the crm. Is this a flaw or have i made a mistake somewhere that im not aware of? Will a workflow trigger when creating a new lead from zoho creator in zoho crm? If this is not
Custom Function Help Script
Hello, I have a question: My business model is B2C, in the module accounts I store my business offices available. The contacts are related to offices, by custom functions I need to make a script to do the following: When I select a parameter of a drop down menu of the contact module I want to automatically assign me an office. For example: List of Office: Office 1 Office 2 Office 3 (Module account) Pick Field list: volume (contact module) Options Field: 100 200
Certain products not visible to certain Zoho CRM users
Hello, I trying to figure out how Standard Zoho CRM users cannot see certain products listed in the product category. Currently, we have entered a product with vendor prices, and the same product again for customer prices which is causing some issues... When a Standard user creates Quotes, it makes it confusing as they could easily add the wrong product (vendor price) to a quote for a customer. I'm therefore wondering if it's possible for only the Administrator to be able to see the vendor products,
Update Date Field
Hello I am trying to update a field with a date. Sounds simple enough, right! I have a field named “Lead Type” with two options Low Priority and High Priority and I would like to update a field named “Closing Date”. I would like to add a date to the field “Closing Date” dependent on whether the “Lead Type” field is set to, Low Priority or High Priority. I am trying to set: (“Lead Type” = Low Priority) set (“Closing Date” = Today’s date + 5 days) (“Lead Type” = High Priority) set (“Closing Date” =
Contact connected to notes at opportunity level
By entering note at the opportunity level it would be nice to select a contactperson. So you know witch note belongs to witch contact.
Distributor
Hi, We are producers and we work with distributors that work with our final clients. I have some questions regarding this. 1) Can I differenciate final clientes from distributors? 2) If distributors receive merchandise under consignment agreement how can i create an opportunity that it is linked to the final client and that trouly counts for my final reports when the sale is effective. Thank you Best Regards Sebastian
Change field name?
Hi ZoHo team, Is it possible to change the "Revenue" Field to something else like "# of product"? For example my organization wants to know the units rather than dollar amount. Thanks, Navi Singh
How to create different user permission/privilege
Our company is located in China, we have branch offices in different countries. We have 3 sales groups here in H.Q.. One leader for each group. (And they need to see the branch sales info.) The manager of the branch office will control everything of the branch office, as I just mentioned the group leader from HQ need to see the sales info of related branch office sales info. Can you provide such service?
Zoho Customizing Contractor
We are looking for a person to perform customization to our Zoho CRM. Please advise with your contact and credentials
Allowing public access to CRM Database
I need to be able to allow password protected access to individuals without creating a ZOHO user account. We only need 3-4 user accounts (my board of directors), but I need the rest of my organization, about 25 members, to have read only access to our database that would include accounts, leads, reports, partnerships, contacts, events etc WITHOUT having to create a user account. Ideally, the members shall be able to enter a link that has a password prompt or landing page, and then opens up to modules
cant export in any format
When I have the lead report ready in CRM, click the export button and select a file type, it does nothing. No errors, just does nothing. Please help.
System debugger/logger. 500 emails per day limit (and other) - real problem
Dear Zoho Team, I decided to move the discussion from my ticket to the community. First of all let me thank you for the great platform and services. However, today we started our new little project and immediately got a problem we didn't expect: email delivery from deluge function stopped working without any warnings. 1. We checked all limits in Zoho CRM and Zoho Creator and didn't find any info. I searched in Google and didn't find any info about these limits. We wrote you you were waiting for
Hide "Last Updated" Link
Is there any way to hide the "last updated" link in Potentials that shows activity history? We would be willing to pay to program this function for us if not.
Incorrect Data Type of Argument
I have a field "2015" in accounts. It is a currency data type. I am creating a new field, with is a formula - currency and decimal 2 space. When I use this, I get Incorrect Data Type of Argument If(Accounts.2015 > 1000, 1.00, 0.00) What am I doing wrong???
WorkFlow Custom Functions - Create
Could anyone tell me what I am doing wrong, Please? Nothing happen when I run the script. workflowspace.LeadtoPotential (int leadid) Lead_id = input.leadid.toString() ; lead = zoho. crm.searchRecordsByPCD( "Leads","leadid",Lead_id) ; potentialmap = map() ; for each led in lead { Potentialmap.put( "Lead Owner",led.get("Lead Owner")); Potentialmap.put( "Contact Name", (led.get("First Name")) + led.get(("Last Name")); Potentialmap.put( "Potential Name", led.get("Company")) Potentialmap.put( "Email",led.get("Email"));
leads
We have an automated rule that when a lead is created our salesperson gets an automatic email alerting them that a new lead has been created. We want to include some of the information associated with that new lead in the alerting email, but cant figure out how to do this. Right now the salesperson just gets an email saying" new lead in Zoho". We would like to at least have the name of the lead included in the alert. How can we do this?
Assigning Drop-downs
Hi, Is it possible to assign drop-downs to the new lead page so if the lead is from an existing client all of the relevant data does not have to be re-entered. Similarly for the lead name. Thanks
CRM or Creator?
I want to create a simple database for my sport club to track members and their status. I want to be able to allow for a member to edit their record and update details over the year, and I want to enable a parent to own their child's records- eg, link one log in to several records... CRM native or Creator or use both??
How can I add data validation?
I am managing my customer database using Zoho CRM. When I enter customer data in lead module, I want to check that duplicate data not store in my database so If I enter email address, it checks that email is already exist or not. How can I do this?
generate report from the potential field
I am interested to know how to generate a report of potential leads showing notes attached to the lead, thanks Andrew Lane andrew.lane@professionals.com.au
New Field Created
I created a new field called Alliances. Each time we meet a new client, I add a new alliance (or group the client belongs too) like FOA or FOX or CPAAI. However when I enter that new lead and try and pick that new "alliance", if doesn't show up in my drop down menu. Even if I go and pick a random old lead or contact and try and add this new alliance, it doesn't show up as an option. How do we fix this?
WorkFlow Custom Functions Create Potential
Hello I am trying to create a custom function but I am not seeing any results when I execute the script. Could anyone help me with my code , please? void worrkflowspace.LeadtoPotential (int leadid ) Lead_id = input.leadid.toString() ; lead = zoho. crm.searchRecordsByPCD( "Leads","leadid",Lead_id) ; potentialmap = map() ; for each led in lead { Potentialmap.put( "Lead Owner", led.get("Lead Owner")); Potentialmap.put( "Contact Name", (led.get("First Name")) + led.get(("Last Name")); Potentialmap.put(
Zoho does not have any color text or bold features, we think this is imperative in any database
We are really disappointed that . We would not have implemented Zoho if we had known this was not a possibility from the start.
Create custom field that will close the task?
Hi, Perhaps there is a way to do this. I want to create a couple of custom fields for my task status list such as "Cancelled" and "Abandoned". When doing it, then it should "close" the task and no longer show up as active/open. Is there a way to do this?
Reviewing products purchased
Hello, I may be wrong but it appears not to be great for data entry for actual products purchased, in the way of quantity and date or purchase. Tried on the Leads page under `products` and also the Accounts page under `products`. It can be done on both, but it is a bit clicky and definitely not immediately apparent. As the time goes by and more records are added, it will be time consuming to look for info`. Has anybody used it as a product based system and found a way to both enter and access
Activities - Calls
When viewing Activities and My Calls, the calls appear in an order that goes further date from today down to today's date. This makes no sense. I would like to be able to see what calls I have to make today rather than in january of next year. Can anyone tell me how to change the order these appear?
Mail Merging into a Google Doc
Hello, Can Zoho make it an option that when we mail merge into a template, Google Docs is an option in addition to Word and Zoho Writer? Thank you, Katie Modell, Pure Power Solutions
Can I make a 'constrained pick list'? I.e. a list of services, and then a second list of sub-services?
Hi there, I would like to create two service fields, one for 'Service', and one for 'Sub-service', so that when a user selects a certain service, only the 4-5 sub-services related to that value are available in 'Sub-service'. Is this do-able in Zoho?
Contact Name instead of Contact ID in send mail
Hi I created the following custom function, the issue not is in the mail in Nombre Paciente I am getting the name ID instead the string, how can I send the string name instead de number id?: void workflowspace. Completed_Tasks ( string NombrePaciente , string EstadoTarea ) if(input.EstadoTarea.matches("Completada")) { relatedTasks = zoho.crm.getRelatedRecords("Tasks","Contacts",input.NombrePaciente); numRelatedTasks=relatedTasks.size(); if((numRelatedTasks % 5) == 0) { //múltiplo de 5
Contact ID instead Contact Name in a custom function sending mail
Hi I have the following core in a custom section, it is working as expected but the contact ID is sent instead of the contact name. How can I fix this? Thanks in advance! void Completed_Tasks ( string NombrePaciente , string EstadoTarea ) Edit Arguments if ( input.EstadoTarea.matches("Completada") ) { relatedTasks = zoho.crm.getRelatedRecords( "Tasks" , "Contacts" , input.NombrePaciente ) ; numRelatedTasks = relatedTasks.size() ; if ( ((numRelatedTasks % 5) == 0) ) {
Can I add a lookup field to a web form ?
We have several sales people on the road. One of the KPI´s they are reporting on is meetings with potential and existing clients. We have made a custom module called "Meetings" with related lists to "Account" and "Contact". The Module contains the following fields: - Meeting purpose - Account - Contact - Date - Result/Outcome We would like to add to this module "on the road". As this is a custome module this can not be done in the iPhone app. I looked into creating a web form, but the lookup fields
Insert my private cloud like a option to attach
Hi, I wanna know if is possible to add a link to my private cloud instead of attach an file. Actually, is only possibel to use Desktop, Zoho Doc, Google Drive and Zoho Documents. Tks. Theo
problem saving contact
Hello, I have a problem when I want to create a contact. Everything goes right when I fill the boxes but when I press "Save", there's an error message which says "impossible to handle your request. Does anyone have information to help me? You have to know that it doesn't happen everytime. I've had this problem only 3 time during the past few days but everytime I have to wait an entire day before I can save the new contact. Also, It's never the same contact, so all the information are different.
How can we create a web form that is linked to both Accounts and Contacts?
How can we create a web form that is linked to both Accounts and Contacts? For example - anyone submitting details on our website is automatically entered into Zoho CRM as Account and Contact with more details related to Account fields than Contact. Is it possible?
Formula has worked fine...now.. a change.
I have 2 date fields, check in and check out and a formula field to figure number of nights stayed. Ceil(Datecomp(${Potentials.check out},${Potentials.check in})/1440) It has always worked until last week. Any ideas?
Is there a way to integrate outlook with Zoho?
I want to start using Zoho contact manager, but also want to continue using Outlook for emails. Is there an integration between Outlook and Zoho contact manager that somehow takes all the outlook emails and puts them in Zoho under the appropriate contact name? So when I am in Zoho and say looking at my client John Doe, I want to be able to see all the email correspondence with John Doe. Actually I have been trying to do that in Outlook itself but not found any elegant solution for this.
Outlook plugin for 2013 fails on login
Hi I have had to rebuild my computer which requires a full reload of all software. I run outlook 2013 on Windows 7 Ultimate all the updates have been applied and I have installed the ZOHO outlook plugin 32 bit for Outlook 2013 which I just downloaded. When I try to log in I get a debug display and it locks outlook up. I have to use task manager to clear the login app. I have used this on this and other computer with out a problem. I notice that the outlook VBA comm app is disabled is this the problem
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