Executing a Workflow with time-based Action for Imported Records
In my Zoho CRM, I have a Product Module workflow rule that executes on create, and also has a time-based action tied to the Product Sale End Date. It works perfectly on records that are created using the +Add Product button, but it doesn't work on imported records. How does the workflow need to be configured to work on imported records?
Creating a Boolean formula field on a date field.
I am trying to create a field that tells me the number of days since a date in a date field (Shoot Date), then once a different field (Moderation Fine Tune) is altered the field tells me the number of days between two date fields (Shoot Date, Published Live). Our internal processes dictate that a date including a "/" is put in Moderation Fine Tune when that step is complete. I have used that for a test in the Boolean part of the formula. If(Contains(${Potentials.Moderation Fine Tune},'/'),Datecomp(${Potentials.Published
Custom field output pushed to a custom module
I have created a custom formula field in my Contacts module that will give the age of the contact based on DOB. I would like to push the output of this field (just an integer) into a custom module that I have in my CRM, called 'Policies'. Is there any way to do this?
Add Shipping State to Contact Form?
On our Contact Form, we have the Account Name. How do I add the Account's Shipping State to the Contact detail page and the view list? We have a sales person who needs to know what state the Contact is located to make calls at an appropriate time. I know about the Reports where you can put both Account and Contact information on the same page, but in her case, it requires opening a second window - to view the Contact detail page, and it is not convenient for her.
Accounts notes to be shown as a field
Hi, I need to show the latest note for an account on the accounts overview. How can I do that? Is it possible to retrieve via a custom functions?
Trying to create Potential with custom Potential Owner through Custom Function
Hi, I'm having trouble specifying the "Potential Owner" through my custom function. My function creates the new "Potential" and fills in all details fine, however, It does not fill in the "Potential Owner" field at all. Is this not possible? Thank you in advance
Potentials - Adding Custom Fields
I have created a custom field that takes the AMOUNT of a Potential and multiplies the field by 40%. Example: ${Potentials.Amount}*0.40 I would like to know if it's possible to add this field in a "bucket amount" that can be used in another formula. For example: Let's say that a Potential has field for the custom field ${Potentials.Amount}*0.40 that equals $100. A separate Potential has this same field (${Potentials.Amount}*0.40) that equals $200. What formula / function can I use that will allow
"Formula custom fields not allowed in expression"
I just starting creating reports that I had setup in Sales Force within Zoho. The reports use custom fields which I have created in Zoho and I am using the FORMULA customer field creator. However, none of my formulas are working and I am getting the following error when checking for any SYNTAX errors: "formula custom fields not allowed in expression" I am not familiar with this error and Zoho doesn't provide any specifics to the error. Even the most basic formulas are not working properly. For
Time Zone Auto Assignment - external call?
Hi, We get leads from all over the world. Even within North America it is an issue if we call someone too early, for example. Is there a way to call out through workflow scripts to automatically update a timezone field in Leads based on the City and Country of the Lead?
Related List of a Standard Object
Hi, How can I add a related List of contacts to a potential ? Thank you
Formula field consisting of Picklist and Currency field values
Hi I have a simple picklist "Installments Opted" with values {1,2,3,4}. I have a Total Fee which is a currency field. I want to create new formula field called "1st Installment Amount" which will be = If (Inst Opted =1, 100, (if (Inst Opted=2), 60, If (Inst Opted)=3,50,40))) I keep getting errors - Either return type error or syntax error. This is such a simple feature but been struggling to get it to work on Zoho I checked the forums, there are some questions that are unanswered for last 7
Bad drag and drop response of send_mail function in Custom Functions creation
When I drop the send_mail function in the CRM custom function creator interface, I get a 2 popups saying invalid. I can then no longer edit or submit the form for setting up an email. Tried on both Chrome & Firefox. See error message below: To recreate this error: Goto: https://crm.zoho.com/crm/ShowSetup.do?tab=automate&subTab=workflow Then: 'Custom functions' tab Then choose: 'send_mail' function' click edit (a few times) From the deluge screen you click on the pencil to edit the Sendmail parameters
Regarding Date/Time Formula Field
I have created one Date/Time formula field called Appointment Date time with IF condition. ie [ If(Dayofmonth(${Leads.Rescheduled Appointment Date/Time})==0,${Leads.Original Appointment Date/Time},${Leads.Rescheduled Appointment Date/Time}) ] This formula field should show the value either 'rescheduled appointment date' (if rescheduled appointment date is filled) or Original Appointment date (if rescheduled appointment date is empty) ,but it is working only when two fields (original appnt and rescheduled
Can't Manage to do this formula syntax
I have a DOB(date) field and a Decimal Field(Custom) that are already created and fullfilled. What I need is a new and automatic field that returns me the following: If the actual age is <= 50, returns to me the result of my (Decimal custom field) / 0,0048) or If the actual age is >= 51 and <= 59, returns to me the result of my (Decimal custom field) / 0,0018) or If the actual age is >= 60, returns to me the result of my (Decimal custom field) / 0,0008).
Trying to use ${Accounts.Parent Account}
When customizing an invoice, I try to add a field - ${Accounts.Parent Account}, but it doesn't seem to display anything. needless to say that the actual account has a parent account set. Can anyone advise?
Change name of Closing date Field
I am in the financial services business and would like to change the field "Closing date" to be "Loan Approved". This is a more accurate description for our process seeing as our loans don't close until construction is complete. Our main focus is tracking loan approvals, and I don't want our loan officers to be confused in trying to figure out the closing date.
Create a status history
Hello I explain you what I want to do, it's really important for my compagny : Each lead have a "lead status" in a module lead, such as -Interested lead -Waiting lead -Closed lead When I modify the lead status, I need to record somewhere this change, into a module that I will create for example. In this new module, it would display like this : 12/11/2013 | Closed lead | 'Compangy' 03/12/2013 | Waiting lead | 'Compagny' 10/12/2013 | Interested lead | 'Compagny' It will allow me to check out status
How to auto create "event" when a custom "Task Status" and "Scheduled Date" is met.
The paper on how to create a custom functions in creator is not as easy as the paper work says. I need to create a custom function to work when a "custom task status" is met to automate a create "event" function based on a custom "scheduled date" field. This needs to be seen in the calendar for or dispatch and scheduling needs. This function alone will allow us to see the benefit in paying yearly for our enterprise edition to this software otherwise we do not see the benefit of custom functions
Formula fields DO NOT WORK!
I'm in my free evaluation stage and I'm experiencing some serious glitches. I needed to calculated expected revenue in another way (even though I know I can't do forecasting on it). So first, I created a custom % field called "Confidence to Build". Then, I created a new custom formula field "TBG Expected Revenue" which I arrive at using the formula: TBG Expected Revenue = ${Potentials.Expected Revenue}*${Potentials.Confidence to Build (%)} So, let's say a $1M Potential with a confidence of 50%
Rename field "Parent Account" in Account
In italian there is a wrong translate of a lot of fields, for example how i can correct the translation of "Parent Account" in Account? Is translate like "Genitore Cliente", but the correct is "Cliente dipendente da" or "Cliente satellite di". Your sincerely, Marco Severini
Contact Notification in Event Creation
Another popular CRM software that I've used in the past, and have now migrated to Zoho, would send an Outlook-formatted meeting notification when you created an event with them. I won't name names, but this other software platform's name rhymes with Snailsforce. I've come to depend on that feature--the ability to automatically generate a meeting notification to the contact I'm scheduling a meeting for--and would like to do that in Zoho as well. I researched and cannot find where I can do that easily;
Ho to hide some type of Potential
Hi, I have proffessional licence and use successfully ZOHO for my needs. Currently I want to hire one employee. So I bought second proffessional licence for him. I want to hide my personal Potentials in ZOHO to my employee and it turned out that in this case I should to buy Enterprise edition. I'm little disapointed because I'm not even middle company and I don't want to use all enterprice stuff. I need only to hide some type of Potentials and i thought that it will be possible in Professional licence.
Creating a Custom View for Potentials Closing in the current Month
Hello I need create a custom view that is filtered and will show potentials to close this month as per the standard report. However when i look at the options for closing date i don't see a criteria for current month? Jan
Productos con Imágenes
Buen Día: Yo Manejo Productos Para venderlos porción internet y Todos por Imágenes Tienen lo Menos UNAS 5, ¿de Como sí puedo manejar las Imágenes Dentro del CRM? lo y de Como sí puedo Vincular Con La web?. Saludos,
How to copy email address from Contact into my own Module
When I create an Event, selecting the Contact/Lead, the email address is automatically copied and into the Event module. This way I can send email's directly from the Event Module. I have created my own Module, and I select the Contact. How can I automatically copy the email address from the Contact Module into my own Module?
Increment a field
Is there any way that a field can be created that will count the number of potentials associated with an account? When a new potential is added it will increase by 1.
I need advice on custom revenue reporting
I want to create a report that groups revenue by month based on invoices. I have been a basic user for a while and in a previous life administered SFDC, so I am a little more experienced than a novice, but not much. What a want is a summary report that groups by month for an entire year that shows me the following: ==> Account, Product, Quantity, Total Price And I want it to group by month and total monthly revenue. I know the raw data is all there. I would think this should be fairly easy to
Custom function (workflow)
Helllo everyone ! Is it possible to copy the records from a module in order to paste them to another module with a workflow rule (custom function) A workflow rule with the same tasks as "convert" function in a lead module ... Thanks you very much for your help
pulling account billing into purchase order (auto fill)
how can i set up the purchase order page to pull account billing information into the billing field on the purchase order page?
Need Video Tutorials on customizing
Can anyone point me to video tutorials on customizing the look and fields in zoho?
roll up values for sub accounts
Hi, I would like to be able to roll up my sub accounts to a master account. The example given: https://www.zoho.com/crm/help/automation/custom-functions.html#Business_Scenario1 does not actually work as I have tried it as described to "learn" how
Calling A Custom Funttion
I want to run a custom function based on a user wanting to run the function not based on a workflow rule. i.e. When they press a custom button or run a macro. I can't see anything to do this? Any ideas?
Bcc from apple mail to contact record
How do I do this?
Font error while import leads file (*.csv)
Hello, I tried to imported a csv file into leads and they turned into error. My original file was in Vietnames font - arial normal. How to fix this? Tks, Serena
INVENTORY TEMPLATE SUDDENLY STOPPED WORKING.
I ADDED ONE LINE TO THE BILLING ADDRESS NOW IT WILL NOT WORK AT ALL. HOW DO IF IX THIS?
can you choose to auto format fields to make all words capital
we are trying to create an auto format to take all text in the database and make it capital. This will be fitting as the software we are trying to replace does this already.
How do I get an email I sent from zoho to appear in my sent folder in my normal email client
I don't want have to go to two email locations and would like all emails from Zoho to be synced into my email client (no need for vice versa). How to do this? PS: For some reason, the other user in our group has this occurring naturally while I am not seeing emails sent from Zoho appearing in my sent folders of my mail client.
Issues showing results from custom function in custom related list in Zoho CRM...formatting issue?
Sadly, my first post attempt was marked as spam - probably because I put in my example code in the body. I created a function that does a getURL API call, then pulled out pieces for display using XMLPath functions. I checked the API call, and it's returning data with no problem. However, I cannot get it to display in the custom related list itself (in this case it's under Contacts). I tried returning data using the suggested XML format as mentioned here: https://www.zoho.com/crm/help/customization/related-lists.html#Use_Third_Party_API
Link Contacts Together
It would be nice to be able to link contacts together...like spouses, or children with parents. Maybe this option is available and I am missing it?
Custom function not firing
Hi, I'm experimenting with Zoho CRM. I'v tried to create a Workflow that triggers a field update and a custom function. I can see the field update but not the custom function triggered. The CF simply creates an Account with the name of the potential updated (I know this has no sense but it's just a test). See attachment for the Custom Function body. I can't see any error nor a reason for this CF not triggered. Thank you Enrico
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