Scrolling Page Clicks on call list
Can you guys take a minute or two and update your code to add the same "arrow scrolls" that are at the bottom of the page of call lists follow ups to the top of the page as well? It is a simple fix and just a little annoying to scroll down everytime I want to click through to the next page. And then when the next page comes up after i click though, it puts me on the bottom of the page but it should actually default me back to the top. If you could make that small adjustment as well that would
Need to Create a Radio Button depended on other values
Hello, I would like to create a "Radio Button" wherein various other filed would be depended on its value. If the "Radio Button" is true then should show other related fields otherwise these fields should be hidden/disabled/greyed out. Actually I get two types of "Leads" and both of the types require various number of different fields which are not common to each other. To achieve this I would like to create a Radio Button so the moment I select the type of lead it should ask me to fill up other
Exporting CRM contacts to Hotmail (or iPhone)
Hi, Is there any way I can export all of my CRM Contacts to my hotmail account? It would be even better if it was a live sync, so any new contacts added in CRM automatically end up in my Hotmail address book. I access Hotmail from Windows, as well as from my iPad and iPhone. Has anyone had any successful workarounds?
Adapted "Product Details" Overview?
Hello, is it possible to adapt the "Product Details" Overview which is part of a Quote? My problem is that I do not need the standard field "Tax" for example. Would be great to change the existing field to a second "Discount" field. Or ist it possible to add new fields to the overview? Thanks a lot for the help. Best, Sascha
New custom filed button
Dear all, we can not find "New custom filed" button in setup/costumization. In help file that button is on the right from the "Create section" button. Picture is att. Thank You a lot. BR, Marko Rupcic
Tareas
Sería interesante en la lista de tareas que pudiese aparecer la compañía, no solo el nombre
Help with settingings
My knowledge level of zoho is basic ... Can you set the "tax" or the "VAT" to a certain amount ? or have an amount set in default? to avoid forgetting to add the vat or tax on ? Thanks Nic.
Code for Setting Time
Hi, everyone. I'm looking for what should be a simple script that manipulates a time/date field. Specifically, I want to send out appointment reminder text messages an hour before the appointment. I was planning on having two time/date fields. Appointment Field and Reminder Field. I need a script that will " SET Reminder Field TO Appointment Field - One Hour". Can anyone help me?
TASKS
When adding notes in the task screen, it used to also place them in the actual customer's notes too. It's not anymore and caused me duplicate our contact with customers :(. I don't think I should have to look in two different places for notes.
conta voltando para candidato
como eu faço para voltar cadastros como CONTA para CANDIDATO? O entendimento nos passado foi feito de forma errônea, sendo que tenho em meu banco de dados muitas CONTAS que não sao clientes, ou sao, sao CANDIDATOS (leads). Gostaria de converter essas contas para CANDIDATOS, é possivel? como faço? podem me ajudar?
Simple Custom function - Copy Quote Sub Total to Related Potential
Hi all, quite often in how we work with Zoho CRM I would like to appear the field value in one module to be automatically updated in a related module. One example: The *Quote Sub Total* value should be updated (ie copied across) to the Potentials module - this allows for easy comparisons with data in the Potentials module. Another example: A value from the Potentials module (say, how much money we invested on this particular sell) should also appear in (ie be copied across to) the Quotes module.
Using Zoho with Google map and membership
Hi, I am looking for a CRM that enables me to store membership information (from Facebook) and locate the nearest member to a postcode or location. Is there a way to do this already, or via google maps integration or a, another program. I had seen a post about Badger, but wondered if this is now possible within Zoho directly? Many thanks for your help in advance. Tracey
Formula Function Filed for "Equal to or Less" Syntax depended on other fields.
I am looking to get a filed under potential module of Currency type that should be "Equal to or Less" of an another Field value. Could anyone please help with the steps. I have tried using the Formula Function to achieve it but I kept getting error.
Percentage of Formula Function
I would like to achieve a percentage field by using a Function Formula typ filed. I have two fields under potential module. These are named as "Actual Revenue" & "MNC Revenue". Now I would like to get a new formula field that should return the % value of these 2 fields amount value. Can anyone help me with the syntax or steps to do it.
Currency changed and it made a mess with the quotes.
After months of using zoho, we select the currency in our company settings. The problem is that it made a mess with our quotes, since it deleted some information. The ammounts are correct, but we lost most of the info in the quotations, such as tax and sub total. Is there a way we can recover them.
Date Entered+30 days
Hello, I'm trying to create a custom field under Quotes so that the day entered in the field, will automatically add 30 days to it, when it shows up on the Quote. Date Entered+30 days. Anyone know how to do this? I've not done this before, but from what I've read it's using Adddate? ${Quotes.Valid Till}+Adddate(0,0,30,0,0,0) ??
Creat an alert
How do I create an alert where the owner of a lead/account/contact is notified when that record is modified, edited, or email sent.
Customize contact field in account view
how do I achieve this? Ie.i want to add the title t the contacts I see when I open an account.. Thanks in advance!
checking e-mail
Hello, Can somebody maybe help me. We are using crm but we we give some leads in or import them, there is a check on the e-mailadres (the main one), not the second. Otherwise there is no check if the mailadres is already in use with a client (or the contactpersons of the client). Is there a possibility to link this en to make this check possible. Thanks Jan
CATALOGO DE PRECIOS
SE PUEDE ASOCIAR UN CATALOGO DE PRECIOS CON UNA CUENTA?
Localisation in Emails
Hello! In workflow is it possible to send the emails based on recipients language? Thanks!
Change Data Type
Is there a way to change a Custom Field Data Type from text to a dollar value?
Deactivating User with Administrator Privileges
I am looking to deactivate a user with administrator privileges which i added some days ago. However, I am finding the check box to select to do so. I would like to use this license for another user.
Modal popup for my website
Has anyone come up with or know of an easy solution to take the webform code and add it to a modal popup using ajax? I have tried a few and cant seem to find an easy solution for customizable popups on my website that feed right into Zoho CRM Any help would be appreciated Thanks
Creating a function using zip code
I'm trying to create a custom function that alerts a user if there is a conflict based on zip code but have no idea where to start. I'm trying to create this based on the following rules using custom fields (which are bolded): an engagement (lead) is confirmed in the same season for the same artist and the zip code for the presenter starts with the same three digits. Is this possible?
HELP!!! Can't see the closed activities in lead tab or closed/open activities in accounts tab! help!!
I have been in zoho crm working on some issues we were having and fixed them! Yay! But now we can't see closed activities in lead details view or closed/open activities in accounts detail view. I have followed the Manuel and it says it's showing the items according to the edit menu. But is still not visible. Is there another area that I can edit it that I've over looked. I've combed every inch of the customization section.
How can I create a recurring record
Hi I would like the CRM to create a new potential record every month automatically and associate it with a member (which is a contact type record). The potentials are recurring payments by the members. These will also act as a history of payments by the member when they are closed. I didn't see anything in custom functions which would potentially allow me to do this but mind you I'm a total beginner with Zoho. Any idea if automatic recurring record creation is possible in Zoho? If not I will figure
Getting a potential name and stage in an account or contact view
When in a contact view, our sales people would like to send emails to some of their contacts according to the potential stage of the account these contacts are related to. The issue is that we cannot get the potential name or status in a lookup field in contact. We once had this feature developed through deluge script by creating potential and stage field in the contact but it is not working any more. Did anyone find a workaround to easily view contacts and potentials in the same view and send them
Product Description not showing in Invoice (via CRM)
Hi, When I make an invoice from my CRM and manually put text into the box underneath the product, it shows as visible in Zoho, but disappears when converted into PDF. I believe my template needs to have a code that is not ${Product.Description} (or similar, that was from memory. Before the update it worked fine, however if I want text to appear here, I have to go into the product, add that specific text into the description and then select that product in the invoice - a little time consuming and
Dynamic picklists based on relationships between custom modules
Let's say I have 3 custom modules: ~ Landlords ~ Properties ~ Rooms On the rooms form, there is a lookup field for a property that associates a room with a property. On the properties form, there is a lookup field for a landlord that associates properties with landlords. Question: Is it possible to create a set of dynamic pick lists on a potential form that would meet the following requirements: There are three pick lists fields: Landlord, Property, Room. Room is dependent on Property and Property
Contacts in Zoho CRM link to google contacts
Can we sync the contacts to google contacts from zoho crm
Files- Not converting Leads
Hi! The files in the Leads attached are missing when converting them to Other Sales Records. How can we solve this problem? Regards.
Responsive Webforms?
Hello, Is there a way to make responsive webforms in Zoho that can be used on a Wordpress website? Or is there a way to make a webform in Zoho that is under 600px width that can be easily viewed on a mobile device? Thanks,
formula field - days since
How do i write the formula to create a field that shows the number of days since a record was last modified in Contacts module justt when i think i have the answer - i get the error message please add number of decimal places :( thanks in advance for any help Steve
Birthday Anniverseries
Dear Team, For our contacts in CRM, we need: "An automatic email sent to the contact list member, triggered by their respective date Of Birth, congratulating them on their Birthday; although we will design and save the template before hand, and that the mail merge facility can be used as is done is bulk emailing. This will be the recurring email sent annually on their Birthdays /marriage anniversaries..."
Linking Campaigns to Accounts (besides the standard Contacts connection)
In Zoho CRM Campaigns are only linked to the module Contacts, is it possible that, in a future update, you may also link Campaigns to the Accounts module?
Custom Fields
Hi I have recently upgraded to the standard version, and wanted to change some custom fields. Since upgrading I noticed that I have reached the limit on the custom fields and although I have removed 4 to make way for new fields I still can't add more custom fields - very frustrating! Please can you advise on how I can add these back. Many thanks
custom fields
Are you able to add custom fields in the free version?
What happened to my emails??
Hello, I converted 7 leads into opportunities today. On the leads section I had listed the company email address and when I converted the lead into an opportunity there is no email section on the layout. Did I lose all of the emails that I had previously put into the lead? If so, that's horrible. Now I have to call those 7 contacts again and get the email address and then add it as a note to the opportunity so that it doesn't get erased. Worst part is, it makes my company look unprofessional when
WORK!
Hi i need to create a function to automatically create an event when a record is saved. Can someone help me? Thank you Simone PS: i can pay for this...and other little modification
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