Print View Not Printing Filtered Records
This functionality used to work until about a week ago. What happened? These are the steps I take to print a specific custom, filtered list of contact records: - Go to my contact list (currently set to show 100 records per page) - Select my favourite custom view of the many I have created in the past - filter those records by my selected criteria (this causes my record count to drop from 100 to 2) - now I see the 2 records on my contact list that I'm interested in - I click the Print View button
How to make appear Account Type in the Contact?
Dear, I would need to sort my Contacts based on the account type (for emailing with Zoho Campaigns). I'd like to do so using the Account Type field but I can't make it appear on the Contact view. It's only available on the Account View. Any quick way to link these 2? Thanks very much! Marc.
Comma Separator
In order to make a custom number field more readable within our CRM, would like to have the number formatted with a comma separator in the thousands place. Not sure how to make this happen. i.e. Number of Meters: 53000 ---> 53,000
Customizing Field Name
So I have customized the word "company" to be "client". That change is reflected on all the modules except the leads module. And I cannot figure out how to fix this. Am I missing something?
Converting a lead into contact and account
Hi, A small question I have not been able to find in the forums. I have a free account, and I was trying to modify some of the modules as much as I am enabled to with such version. Converting a lead creates an account (which is what I want), but also a contact (which I do not want to). I am willing to use the contact module with some other objective, so the the conversion is a problem in that sense for me. Can I modify the automation so it only creates an account but not a contact? Thanks a lot!
Standard + Products would be ideal
For my application, the Standard version is perfect except, I also need products (or the ability to create a custom object that would be like Products). The Professional Edition has a lot of great features I just don't need. Any ideas or options?
Custom Field
Hello, A Custom Field was added by the Admin. The Custom Field is mark for Show to all users, but only the Admin can see. Anyone can help us? Regards.
Notification for new email to other users / leads
Hi there, we've set up pop3 email accounts for both my employee & myself so that we have full email integration between Zoho & Outlook. I can clearly see that if I click on the Emails tab, I can see all my emails there - same for my employee. I can also see all emails associated to a lead being listed under the lead page. However, I'd like to know if there is a way for me to be notified of each email my employee receives that is associated to a lead - at the moment, the only way for me to do so is
How to find the number of days until a specific date
How would I be able to show the number of days until a specific date. The date im trying to base this on is imported with leads into the CRM. (the date format being imported is 04/30/2015) For example: I have a lead imported with an end date of 04/30/2015. I would like to show the number of days remaining until that end date and would also like for it to be dynamic as the end date gets closer. I have never tried working with formulas in zoho but being an extremely techy guy, I feel like my pride
Exporting Contacts
I want to export the contacts under my “Donors” view. I do not see a way to do this. Is ZOHO CRM capable of this?
Custom Function to block creation of an Activity -> Task
Dear, I need a code template to create a custom function that meets the following criteria: When creating an Activity -> Task, is validated the value entered in the date field if the date entered is not less than the current date (-2 days). If you are under, prevent the creation of the Task.
More than one CRM Calendar
I have more than one Google Calendar in google account, can I sync both of them? Can I have more than one Zoho CRM calendar per user? Like one for medical appointments, another for business appointments?
currency change
Hi, how can change currency in Currency Locale? When I choose Slovakia it is automaticly SKK but it should be EURO. Thanks Tomas
Notes and Attachment
Hello, is it possible to create a new module integrated to accounts that would display Notes and Attachment? Or can we create a new custom notes and attachment for accounts? Thanks you!
Attachment
Hi Guys, is it possible to add an attachment functionality or embed in a newly created module in zoho?
Why do only some of my updates get added to my potentials list when I add them via custom view? I have 87 in my custom view but only 50 or so appear in the system?
Why do only some of my updates get added to my potentials list when I add them via custom view? I have 87 in my custom view but only 50 or so appear in the system?
Help! How to pull an existing Field!
Hello, can someone please help me with the following? In the potentials module, I have a text field called "garment tracking". In the sales order module, I want to have another field that pulls whatever exact text is entered into this garment tracking field (in potentials). How can I do this?
Custom function to update one field with the value of another field
Is it possible to post a basic script for doing this? I don't even need it to work within two separate modules - I just need the value of one field to be used to populate another in the same module. Can you assist?
Country of Origin - Quotes tamplate
On the quotes module, I need to add a field on the product details place. This field must be country of origin. I have to fill this during the quote. I have to show that on the invoice template. How can I add the country of origin on each item I add to a quote?
Import Activites and Tasks to ZOHO
Hi there everyone, I am currently in a conundrum with zoho. I am recently discovered that i can import all our leads into Zoho. But the problem lies in importing task and call backs for the people that we set up. I would love to know if there is a way that when i import a lead into the system, if there is a way to set a task for it at the same time. We imports hundreds at a time and are wondering if there is a MASS or FASTER way to set call backs for all of them. Please let me know if you have any
Getting Privacy Error from Form
Hello, I am getting the following privacy error when I embed a form I made into my website. I am not asking for any sensitive info, so I do not feel I need to have a SSL. Please advise if there is a setting that is making it do this:
Calling up data from Contact Module when populating a Lead
Hi all, Am continuing my crash course in all things Zoho CRM. Am getting my head around Zapier and creating a new Lead with incoming data. One thing I've noticed - thereafter - is that I will need to call up data held in the Contact Module when populating the a record in the Lead Module. This will effectivelly link 3 related fields in the Lead record: Regional Hub > Name of Law Firm > Law firm email In essence, the selection of a particular hub (location) will call up the relevant law firms - and
All my workflow rules are get lost and don't work
Hello Team I have reported this issue to you on January 25, 2015. But still, I have not got any reply from you. The request ID is 6246410. Even I made the screencast and sent it to you to show the situation. Please help solve this issue as soon as possible. I am very disappointed
how we can integrate zoho crm with getresponse site?
Hii... I have created a web form whose values will be stored in getresponse site. So i want to access that web form values through ZOHO CRM. Can i do this n how can i do this..kindly help me out...
Search layout customization
Hello I tried to customise the search layout fields, however after I changed and selected 6 fields I would like to display as the search fields, it has not been updated in the page when we perform the search. Can you help to solve the problem? Thank you. Best, Michelle
Logo won't show up correctly...
I have uploaded my company logo and it doesn't look right. Here is what it looks like... Here is what it's supposed to look like... I've deleted it and tried everything I know how to fix it. Can someone please help?!
Tabs on browser to reflect the tab that is active in Zoho
When using Zoho I normally have 4 tabs open on my web browser each with a different section. So for example, one would be open to activities, contacts and accounts It would be great if the web browser tab could change from Zoho CRM to Accounts when im in the accounts module.This would be great so i dont have to click between the different tabs to find the accounts webpage Is this possible... Does this make sense? Daryl Target Solutions
Tab order for fields
I have my sections setup as two columns and when I put the cursor in the left top field (let's call it position 1Column,1Row) and then hit TAB, it goes to the field to the right (2C,1R) then next TAB goes down to 1C,2R. Can I adjust the order of the tabs, so it goes 1C,1R to 1C, 2R to 1C,3R, then at the bottom of the first column, it will go up to 2C,1R.
Custom function awareness
Can I determine in a Custom Function which Workflow it was triggered from? How about which Module it is associated with? Can I enumerate all the fields for the a specific Module? Oliver
Auto format field using Custom Function
I'm thinking of implementing a Custom Function to automatically format my phone fields. I envision a Workflow that calls that Custom Function when my "Phone" field of a "Contact" gets edited. Up to here it seems pretty straight forward. However, how do I scale this to all my phone number fields in "Contacts" and further all phone number fields to "Accounts"? Is this possible with Custom Functions or is there a better way of implementing this? Oliver
Can we embed our API code In Zoho CRM to integrate any other web application with Zoho CRM like Xero, DocuSign, Fedex and more others
I have integrated Xero and DocuSign API's in Sugar CRM. Now I want to integrate Xero with Zoho CRM. Can I embed Xero API in Zaho CRM. In Zoho CRM we can send notification to a rest web service or URL. I know that I can integrate Xero with Zoho CRM through developing a third party web Application in which I can use Zoho CRM API. Can we import or export any module or code file from Zoho CRM? Can we add Xero API code in Zoho CRM? Any other Solution, Suggestion OR Guidelines.. Thanks.
searchRecords in Custom Modules and then updating the found record
I am having trouble with how to search for a record with a given input and then updating the found record with a 2nd input. What I am trying to do is to take an input, search for a record in CustomModule3 that has that Name, there will only be one. Then, I want to update the found record with the 2nd input. The issues are in Lines 1 and 4. I've tried many variations and having trouble as I'm not finding much in regards to addressing Custom Modules in functions in the documentation. Thought I'd
Create New Module
CRM manual indicates to set up a new Module you need to go to Customization and add a new module. My question is when I go to Customization under Modules I do not see any thing to chic on to set up a new Module. What am I missing?
Formula Custom Field - calculating value using multiple custom fields
Howdy, I would like to collect a rough estimate of the annual value of an incoming lead. We have a few fields to work with: how many events they organize annually how many people attend those events how much they charge for tickets The basic formula is [(# of events annually)*(# of people attending each event)] * [(average ticket price for an event)*(.019)] I can't seem to find a way to make this work. My attempt: Abs(${Leads.How many events do you organize per year?}*${Leads.On average how many
Add an activity
How can I add more activities? There are tasks but can I create a new one called 2015 tasks? To keep our 2014 and 2015 tasks separate?
Can you update a Potential's last modified with a Note entry?
I want to have the last modified update for a Potential when anyone puts a note in. Doable?
Update all records in a module
I'm trying to create a custom function that would allow me to copy one field to another for all my records (~5,000). Mass Update is limited to 100 records, so that's not really an option. The same thing is true for Sheet View. So far I have come up with this: list = zoho.crm.getRecords("Contacts"); for each item in list { id=item.get("CONTACTID"); resp = zoho.crm.updateRecord("Contacts",id,{ input.newField : item.get(input.oldField) }); } However, getRecords() is limited to 200 records (and 20
Send Email for customized Contact
Hello there, hope all are very well. I have question and need to solve or guide me how to find the solution of this challenge: Briefly, I have Contacts and Products, what I want to do is Send Email - where I made and configured Thanks Email template for this mission - to any Contact take or buy a Product. please somebody help me to solve this challenge ASAP
Phone Fields Showing same Phone in Activities under Task Information per Custom Module info
We use a custom module called Prospects. We do this to pre-qualify our prospects before moving to the Lead Module. The Prospects name is not in our Contacts module. When using the Activities Module, I select Subject of Task. Here I can view Task Information. It is here I see the Prospects Name and have related custom field called Prospect Phone. I need the Prospect Phone custom field in Task Information to populate/copy the same Prospect Phone field from our custom module called Prospects. Reasoning,
Error Missing Quotes
Hi, I have a simple pick list and am trying to do the following: If(${Contacts.Max Price}=='$1m',1000000,0) I get an error saying I am missing quotes. Why? Thanks Nick
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