Dual bookings
I am using my zoho crm to manage vacation rental properties. The only problem I am having is that, I need to prevent having multiple overlapping potentials to one account. I don't want to have double bookings, and make my guests mad. How can I achieve this? I prefer to have an e-mail response. Thanks in advance.
Trying to auto populate and event from Quotes
I have been trying to automate creating an a quote to auto make an event if a custom calendar field is made to present it on the calendar
How to track when a prospect goes from one commercial status to another?
Dear Zoho support team, Our CRM team is trying to find a way to save the leads' status change in the leads module. The concept is basic: once our sales people get to contact a lead they want to mark that lead as a "qualified prospect" for instance. Or, on the contrary, if that lead is not interested anymore, we're marking it as "closed prospect". Here is our need: we want to save the exact time/date and the nature of the status change and be able to show that status on the main leads table. Because
send email automatically when opportunity stage is closed
I cannot figure out how to send an email to a contact based on their opportunity stage set to closed. I can set automation in motion but when I select the email It is looking for an email based on the Opportunity module as opposed to the contact module. This makes it difficult as I cannot address the email individually to a contact automatically. Using Enterprise edition CRM. Also It may be important to note that we do not use Accounts as we are mostly a residential company. Unless someone has a
Round Robin Account Owner
I need account ownership to enter a round robin after a lead is converted to an account. I can not use AutoNumber fields in formulas, so I am at a loss how to do this. Any suggestions are appreciated.
Change Record Type in Cloned Email Template
I have cloned a lead email and want to duplicate it in the potential email template area. But for some reason I cannot changed the "Record Type" after I have cloned the email to change it from Leads to Potentials. It is fixed as "lead' when all other area are editable. Is there something I am missing.
Quotes Report
I need to create a report on the total dollar value of quotes in a month. All I need to see is the grand total for the month and them have it listed in a graph on my dashboard. CAn this be done
Custom reports
I am trying to create a quotes report. I would like to see just a total dollar value of quotes generated for a given month. Then I would like to see that in a chart on my dashboard. Can this be done?
Field based permissions for users/profiles - Potentials
Hi there, talking about Potentials (with Zoho CRM, Professional version), I need to forbid to certain users (or profiles) the possibility to modify a potential when it is in a certain Stage. I'm thinking about a kind of "field based permissions for users/profiles": when the stage is set to "VALUE", the potential can't be modified by the user (or better, for users that belong to the same profile). Is there a way to let the system work as described? Thanks in advance. AM
Web to Lead/ Contact forms not working
Both these forms are not working as an integration with google sites. I am trying to publish the form to the Google Sites 1. I have a free account 2. I am trying to embed the web to lead form in my google site. the form does not get published at the weblink that i provide, when i try to delete the form, it asks if the form should be deleted from the "marketplace" google site? Looking for an urgent resolution to the issue. Manish
Associate lead to a product
Hello, How could i link a product to a lead with deluge please ? I have one lead and i want to link several existings products to it with custom function. Thanks. Regards
Workflow doesn't work for "Create and Edit"
I have created a workflow having a custom function according to which, if a potential's stage goes into related contact's custom field. This works fine on Create(creation of new potential ecord), but if I choose "Create and Edit", it doesn't work. A workflow on Edit should work, it is a very basic functionality.
Attach Account Description to Contact
Is there a way to connect the Account Description to the Contact's of that Account? If so how? In the "Description Information: Description" box at the bottom of Accounts, we enter text that we'd like to follow into all Contacts that are part of that account. Similar to how the Address from the Account, pulls into the Contact. I'm hoping there's somewhere in the customization that allows you to connect/attach fields from other categories... Thanks, Carolyn
Sow the potential status in contact
Hello, I would like to be able to show potential names and potential status in the contacts related to the accounts who have a potential. This would allow our sales people to send easily email updates to potential according to their status. I undestood this could be achieved through creating a potential field in contact and a custom function. But what this custom function should look like? Thanks, P.
Linking a
Hi, I have designed my own custom module and have set up template email to send from it, but when I try to send the email I get the error message "unable to send mail as the lead does not contain an email address" I have a field on the custom module that links to the contact so should it not 'pull in' the email address from the contact details? Thanks jay
How can I add more inventory to my Sales Order form
Hello, On the sales order form, I can't find a way to put a "monthly Cost" to have the quantity in order to multiply it by total months in order to get the total yearly cost for the Sales Order. For example, i have someone who is buying 10 units per month at $300 per unit at a monthly cost of $3000 for 12 months which would make the Sales Order total $36,000. Can you help me with customizing this? I've tried going into products, but its no help. Thank you. Pat
Creating a time stamp when status is changed
Hello. I have a status field that I use as a workflow procedure with my company. I would like for Zoho to create a time stamp in the contact's record when the status is changed. Can you tell me how to do this please? Thank you!
ZOHO Membership
I have a membership site where i have people create accounts and are able to check on the status of those accounts by logging in. Is there anyway I can recreate something like that in ZOHO. If someone puts in information. Everytime I follow up or do something on that account it will let them know that I have reviewed the account and some form of action was taken. They can then log into their membership side and then view the information or changes that was made to their account. Is there anything
Custom Function Help
Hi, I need help with a custom function. This is the scenerio i would like to happen. I have a custom module called "Learning Consultants", these are my sales people. I record things like their target, actual sales, no. of leads and conversion rate. At the moment, i manually add up the actual from any invoices produced in that month for that sales person. What i would like to do is automatically add up the sub total of any invoice for that person in the current month and display it in the 'actual'
Carrying over Contact demographic info to New Sales Order form? Is it possible?
From within the Contact page (while viewing a contact) I select New Sales Order but the address and other demographic data is not carried over into the new order form. Is it not possible to go from Contact to new Sales Order and have the contact's demographic info populate the appropriate fields on the Sales Order form? To be very specific, I am trying to accomplish the following: When viewing a Contact, click on new Sales Order Have contact's demographic data (name, address, phone, email, etc.)
Limitation on Custom Checklist Fields
Hello, I am a using the Zoho CRM Enterprise edition, currently I am trying to setup multiple checkbox fields in the subscriptions area of the CRM page I am building however, I am receiving an alert that I am only allowed 20 custom checklist fields in Contacts when I am supposed to have 150 custom fields in the Enterprise Edition. How can this be increased, we are switching from another CRM and we can't have this limitation, please respond ASAP.
Associate lead to a product
Hello, How could i link / associate a lead with an existing product with deluge script please ? Thanks a lot. Regards.
Dynamic Tabs?
Is there any way to make the number and type of tabs dynamic ?
workflow between tw modules
Hi :) Since a month, I am finding out Zoho CRM. I have created a module called "status leads" in order to record the leads status modified. And now, I would like to set up a workflow that will allow me to update data within "status lead" module when I will edit a status field within Leads ... Basically, I would need to use the workflow with two different modules But I know I will have to developp with deluge scripting a function, but I don't know where to start Thank you very much for your help !
Custom Report
Hi, Is there a way of creating a report that has client's name at top with all their potentials underneath in tabular showing stages, and other fields? How do I access this new report to show only the client I want?
Formulas if and datecomp, and how can they update
Hello, I'm trying out this formula, but as it turns out there is a syntax error in the first part, can somebody help me? I'm trying to calculate number of days the client has been behind on payment, decreasing from today to the day the invoice expired, If(Contains(${SalesOrders.Status de pago},'Pendiente'), ((Datecomp(Now(),${SalesOrders.Fecha vencimiento factura})))/(60*24) Also, what can I do so this gets updated everyday, as it turns out if I entered the information today when I check it tomorrow
Can you disable a standard user from viewing All Accounts?
I posted this same question but had no response. I've imported accounts from different sources. I'd like to know how a can STOP a standard user from viewing specific accounts. I've created a custom view and in 'Who can see this view' selected the individiual users permitted to see restricted accounts. However, if an unpermitted user selects the view 'All Accounts' they can also see these restricted accounts. please help.
Zoho CRM Custom Function has problem in Email
Recently zoho CRM added feature to write your own custom functions, it gives the developer more flexibility in customization. However I found that when I drag the Email function to the script area, it pops up Javascript alert saying undefined twice. Not just that, If am going to insert a variable from the deluge script inside the content area and click on the done button, it pops up the same alert again and nothing happens (the Email box remains open). Due to this I can't use the Email function at
Custom functions Zoho CRM Mobile
I have a custom function to update a record when a record is created or edited. Works fine from the web however when I edit a lead from the mobile app it seems my custom function is never called. Please give me some clarification on this. Can you call custom functions from the mobile app? Is there a work around?
Changing the pick list for Potentials
Need a refresher. How do I change the pick list for the Potentials in Zoho CRM? The choices that we're given don't pertain to our business clearly enough and I want to create my own list. Any help would be appreciated!
Help With Formula
Hi, I've asked your assistance regarding this before. However, my issue before was too many characters in the formula. I was able to fix that, but now I'm getting a syntax error. I was hoping you could take a look and write it in an acceptable format. If(Contains(${Potentials.Contract Term},'1 year'),(${Potentials.Full 1st Year Revenue}*1),If(Contains(${Potentials.Contract Term},'2 years'),(${Potentials.Full 1st Year Revenue}*2),If(Contains(${Potentials.Contract Term},'3 years'),(${Potentials.Full
CRM Lead Report & Funnels
I have developed Lead reports to suit our requirements but I am having trouble developing funnel chart which will pull data directly from lead report to show data in image / chart format. Is it possible to even do this?
Custom field linked to contact
I am looking for a way to make a custom field that is a drop down list, where the items in the list are linked to entries in the contact section. From this, I would like to be able to select a name which would then automatically enter the contact information for that person. Is this possible? Many thanks in advance, Adam
How to count TEXT containing?
I am efficient in Excel, but for the life of my can not figure out how to do basic functions in this. I am making a form for CCTV salesmen to fill out. Each channel has a selection of different type of cameras they can assign to it. Example: CH01 Indoor Dome Outdoor Dome CH02 Indoor Dome Outdoor Dome I want the formula to say something like this... Containing(${Accounts.CH01},'Indoor Dome'),(${Accounts.CH02},'Indoor Dome')... = Total number of 'Indoor Dome' picklist options. How can I achieve this
Creating a record in Zoho CRM with Zoho Creator's deluge script?
Hi, I've a paid account at Zoho Creator registered with one email address and I service another account (different email address) with Zoho CRM (free edition). I need to be able to create a record with my Zoho Creator in the other account's Zoho CRM. I figured out that since I have two different accounts (one for Zoho Creator and the other for Zoho CRM), I can't just use the simple method where authentication is done by the account holder which would normally be the same for both accounts and instead
Please help me to fetch or capture some field values of Contacts module into Potentials module?
I want to capture field values of fields such as age, gender, and job from Contacts Module into the related Potential Module, but I am not IT person,so I am having problem with scripting or programming in deluge. I will be very grateful if someone help me. Sincerely Yours Zorge
CRM - Invoices use different address
Is it possible to have the mailing address in the invoice module rather than the billing address or map the mailing address to the billing address? We only use Leads, potentials and contacts and when we enter the address in contact it doesn't show up in the invoice module. We merge the address when we PDF the invoice but it would be nice to have it in the module its self without re-entering it. Chris
Help with a formula that's too long
Hello, You've previously helped me with this formula, but I just realized that it is too long, and Zoho won't allow me to save it as is. Could you help me figure out how to shorten it? The format for the formula is as follows: Custom field A,input field: Potentials.Total Contract Value. This is a formula field that outputs currency, with the following syntax: If(Contains(${Potentials.Contract Term},'12 months'),(${Potentials.Full 1st Year Revenue}*1),If(Contains(${Potentials.Contract Term},'24 months'),(${Potentials.Full
Linking Client Feedback Survey To Closed Deal (contact) in Zoho Crm
I currently have it tasked to send out an automated email when the closing date of a deal has arrived. In this email I have a link to a survey, however, when a client fills out this survey I have to manually find it and attach it to their file. Is there a way to send out a survey via an automated alert, and then when that client fills out the survey it will be directly linked to the client when they complete it within the CRM?
inventory
I created an perpetual inventory for my drugs in my pharmacy.....for every drug , quantity on hand is equal to qty ordered minues qty dispensed. The problem is when i go back to enter another transaction for the same dru...I can't see the quantity on hand.....how do i get the quantity on hand to carry over.
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