Notes from other modules to appear in accounts
Hi all Is it possible for notes from Invoices and Sales Orders to appear in accounts module? Thank you very much Best regards
Change custom field from Text to Date without losing data
Hi all Just wondering if this is possible? We imported 12000+ rows of data from Excel, and to get it to import I made what should ideally be a Date field a Text field. Is it possible to change it to Date? As far as I can tell I would have to create a new custom Date field, but of course the data from the previous Text fields wouldn't move over. Is there any way to move the data in bulk from the unwanted Text field into the hypothetical new Date field? My gut says no, but I thought I better check
Filtering Records by Multi Lookup
Hi, We are trying to conduct filtering of contacts to send them emails. We have a multi select lookup in with a linking module that links together Contacts and Campaigns. We need to be able to filter all the contacts who contain a link to a particular campaign, and send them a CRM email. Unfortunately, I am unable to find the filter in the zoho crm's contacts view that enables me to do that. What recommendations do you have? Thanks, Mykola
Confidential Deals in CRM
Hi there, One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation. How can I set up a private view? Is this possible? Thanks!
Requesting the Admin Email Password
Hi Zoho Team, I have a problem with login to the (cambri@cambridge.lk) following admin email. i dont know the password of admin email and the secondary email password also i forgot please make arrangements to give me a secondary email or the reset code for the admin login. Thanks Stefan
How do i add actions to Events?
I can see in Events that it says "Upcoming Actions" But i can't figure out how to add Actions or Tasks to Events. Rgds Rene
How do I assign tasks and reminders to others in CRM?
Our projects have multiple owners who share responsibilities across the lifecycle of a deal. Is there a way the primary owner can assign a task or reminder to members of his team? Or better yet, a way to automatically have team members receiving the same reminders and notifications as the owner?
Outlook contact integration
It would be useful if there was a button 'add to Zoho CRM' within the actual contact card
Sync Contacts from Outlook
Hi there, One of our guys needs to sync some contacts from his Outlook across to Zoho CRM. He has over 6000 contacts in his Outlook that have been built up over 10+ years in the industry. Some of these contacts might be duplicates or people who have worked over a few organisations in the past 10+ years. So, I have 2 questions: Is there a way to select which contacts you want to transfer over, without having to transfer over a whole file or group? He doesn't have his contacts organised in any particular
Task Due On Stage Not Date
How can I add a task that has a due stage, not due date? Eg; Our sales process in Zoho CRM goes through 12 stages and I need to create a task that is due when the 8th stage gets completed for a certain customer (ie; this is a one off task I need to create, not something for every customer every time stage 8 completes). So how can I create tasks due by stage, and not due by date. Any ideas would be greatly appreciated.
Zoho CRM to Woocommerce oAuth Authentication implementation.
Hi I need to implement the scenario that when a product is created in Zoho CRM it should triggers a creation of Products in Woocommerce. I found out the api for creating product. But the real problem is how to call the rest api via Zoho CRM which uses oAuth Authentication.Please help me in building headers of oAuth. It works fine for get method getting the list of products from woocommerce. But fails in post method which is responsible for creation of Product. It frequently shows Internal Exception.(not
CRM report using Books data?
Z CRM is bett able to provide the reports we need than books. Is there some way to run a report in CRM which utilizes sales data from Books? Specifically I need a report which shows each line item from sales orders for our production planning. I don't want it to show the invoice, just line items so we can order it by date and see what is on order. Thanks in advance. Greg Aanes 2109 Queen Street Bellingha WA USA
Ability to add tool tips to default fields
It would be useful to add a tool tip to the default module fields created by Zoho i.e. probability, amount For some of our staff, this is their first time using a CRM and we want to make it as easy and informative as possible for them.
CRM Hack #13: How to export a select set of records without creating reports?
Hello Everyone ! The "More Actions" button - the one with three dots next to Import button - has useful options like Mass Email, Mass Convert, Zoho Sheet View, etc. Of these options, the "Zoho Sheet View" is an underdog feature whose utility is not known to many. Any view can be translated to a corresponding "Zoho Sheet View" from which the records can then be exported. This week's hack utilizes the tags and export option in Zoho Sheet to cut down on the need to create a report for exporting a select
Assigning an Owner to Multiple Related Modules
Hi, I am receiving the below error when attempting to view the values of related records within a custom function, I am unsure how to grant this permission or if this is possibly related to this being a cutom module or similar. My goal is to update the owner of related modules on the update of the owner on a custom form, I have created the mapping but this does not appear to be working, any advise would be greatly appreciated. Thanks Dave
DateComp not working - Trying to Update a Formula Field
I'm using the following in a Formula field, but the value does not update from 0. Datecomp(Now(),${Deals.Date Ready to Invoice}) I'm trying to keep an updated record of how many days since the Deal Stage changed to "Ready to Invoice". Is there another way if the above formula won't update?
Zapier- mailparser.io
Anyone have experience with this add-in? https://zapier.com/zapbook/mailparserio/zoho-crm/22282/mailparserio-new-email-to-zoho-crm-create-lead/ Is there a way to parse out structured e-mails and get them into CRM as Potentials? The scenario is that I am trying to get jobs which are e-mailed over in structured templates, automatically parsed out, and imported into recruit. Recruit has a resume inbox feature which ties to a pop account, I need something similar here I suppose.
Lead Conversion Email Notification
Each time we convert a lead to a contact, there is a notification email that gets automatically sent to one of our staff. Please let me know how we can stop that notification.
Data Import
How do I import data into Zoho CRM? I have contact list in cvs format can I import it in batch?
API custom fields
Hi Zoho team, I have looked at the documentation on the API but it does not seem that it is possible to edit/download custom fields that we created in the account. Am I mistaken or is it really the case? Thanks, Stanislas
Unable to click on users
I am an Administrator of our CRM account and I am unable to click on selected users under Setup > Users Some of our users are appearing as 'undefined' and when I attempt to click on them the red bar across the top of the CRM page loads continuously. We've logged a ticket with support and have made no progress with the development team. It's been 4 days since the issue was reported, and our users are unable to work in the CRM. Is anyone else having this issue? Can anyone please help?
Enhancements in Zoho Finance Suite integration, Social CRM and more!
Following are details of the latest updates on Zoho Finance Suite integration, Social CRM, Zoho Projects integration and advanced filters. Read on to learn more. View Zoho Inventory details right inside Zoho CRM The Zoho Finance Suite integration now includes Zoho Inventory sync with Zoho CRM. You no longer have to switch between the two applications to see the inventory details of a customer in CRM. You can now see Ordered Items, Shipment Status and the Packages Related List in the Detail page
Is there a way to convert the "leads" into "potentials"...
without having to re-type all the information? If my lead becomes a potential client, I'd like to be able to migrate from one chart to another...is this possible? Thanks, Danielle
Custom Function: Populate the address information from Lead/Contact into the custom fields in the Event
A few prerequisites: 1. Events should be associated to a lead or contact. 2. Events should have the address fields that are mentioned in the custom function. void workflowspace.UpdateContactInfo(int eventId,int leadId,int contactId) { eventId = input.eventId; eventIdStr = input.eventId.toString(); eventDetails = zoho.crm.getRecordById("Events",input.eventId); contactId = input.contactId; leadId = input.leadId; if(input.leadId != null) { leadId = (eventDetails.get("RELATEDTOID")).toLong();
Custom features - View tasks, calls and events in same list in chronological order
i'm very satisfied with Zoho CRM but i think that it lacking a basic functionality for us, I would love to order a company's closed activity list, chronologically, but this is not possible because calls respect to tasks or events They do not have a single date field that I can order. Just look at the picture to understand my deep discomfort and my simple problem. I would like this feature very much. Anyone know how to help me?
Use data from "Contacts" in a "Custom module"
Hi All, I have a question. Is it possible to pull data from the standard "Contacts" module to a "Custom module". I have a custom module that has the name "Klachten" in there is a lookup field where I can select the customer from the " Contact" module. But in the custom module I can't send a e-mail to the selected contact. Is it possible to make a email field that automaticly will be filled with the email address from the "contact" module? Like to hear from you! Martijn
Search for records in specific modules without applying filter.
It's Wednesday and we've got a simple yet effective hack for you. Search is one of the most widely used tools in Zoho CRM. Zoho CRM's global search allows you to query across multiple modules at the same time. So, a global search for leads, in addition to pulling, the leads, pulls even the tasks, event, calls and contacts.. Won’t it be more useful and contextual if the search shows the records available within a specific module? Consider you are on an inbound call with Zylker about a quote just
Lead Owner field on uploads
Hello, I uploaded ca. 300 leads. I could not change the lead owner from myself. How can I upload leads with a lead owner other than myself?
Auto emails
I have setup an autoemail with the following settings: When: Execute during a date/time field occurrence 4 Days after Creation Date Condition: Lead Status is Open, Attempted contact, no show, contacted Instant Action: Email #1 It does not work though. Does the condition mean that the status must be all of those at the same time? Or does it mean that the lead status must be open or attempted contact or etc? Can anyone help me? I am trying to create an autoemail based on 4 days after the creation
User Performance Component
Hi, I'm looking to create a component where I can track YTD sales amounts for each of my salespeople. I would like one component to show me the following columns: 1. User Name 2. Closed Deal $ Amount 3. Open Deal $ Amount. The problem I am running into is that in creating a report, I can only use two columns, User Name and Amount. The problem I have when creating a custom view, is it must have a column for every deal, whereas I only want the User, Amount closed, and Amount open. Any help would be
Scheduled calls not showing up in upcoming activities
Hello. I am trying to use the Calls function in activities rather than marking it as Tasks. Why isn't a scheduled call for a future date no showing us as upcoming Activity on the top of the page as does the future task schedules? This is an issue because when looking at an account that has a future call scheduled, there isn't a upcoming event bar at the top of the page which is deceiving. Please address or explain by this is the case. Thank you, Boris
Webform redirect is stripping out valuable referral data
Hi all When tracking web conversions, we typically see lots of valuable data within Google Analytics and Google Adwords called Source/Medium. This tells us which 3rd party sites etc our users came from. Lately our download pages have started using an embedded Zoho WebForm and we're losing this data. I believe this is because when a user completes a web form, they are temporarily redirected to Zoho CRM before being passed onto our "thank you for downloading" page. Does anyone know how to retain referral
Sales Targets
Hi Is it possible to have Sales Targets/ Sale Budget created for each customer with same or different products. Our customers give us sales forecast/ budget at the begining of the year. We would like to have that in zoho crm and send our email reminder to the customers also this will help us plan internally with the sales team on what targets were missing exactly. Note that I tried using the forecast option in CRM but it ony has the function to add forecast to territories and roles. However my forecasts/
Transparent PNG
Hi, I am trying to use a transparent PNG image component in an Email Template (using the new editor). However the transparency does not appear to work. Is this a known issue? I have a workaround by redoing the image with the same colour background - however using transparent image backgrounds would be preferable? Thanks
Unable to uninstall Facebook Advert manager extension
Hello We have been trying to uninstall Facebook Advert manager extension. PFA error message. Kindly assist on the same. Also, can facebook business manager ids along with the pages be synced with this extension? Thank you, Kalpana
Entering multiple clickable URLs in Account module in single text box.
Hello, I'd like to have a text box on the Account module in which I can enter multiple URLs. Each URL would be clickable. I am aware of the URL input box, but you can only enter one URL. Anyone know how to do what I want to do? Regards, Carl
Last email communication
Hi, I was wondering if it would be possible to reflect in a field when the last communication (email) was performed. There is any way to reflect in a field the last communication (email) date or the difference between the last communication and the current date. My final idea is to trigger workflows when a communication has been inactive so long. Anybody has achieved that? Many thanks!
Problems to sync data of CRM to Reports
Hello, I am having problems with updating of one data in ZOHO Reports. This only be happens with a specific field from ZOHO CRM, for example: In CRM my contact data is the status field, that is equal to signed. When I sync the data of CRM to Reports the status field appear with other status and not with signed. What be happend? Is a ZOHO bug? Thak you for you help.
Can you pull data from another module?
Hi there, I'm in the process of customizing my Zoho setup. I can't seem to figure out how to populate a field in one module with data form a field with the same name in another module. For example. I have a module called "Leads" and a module called "Offers". Both modules have a custom field called "Current Value". Ideally, I would like to populate this field in the Leads module and then when I create an "Offer" for that lead, be able to link to that data. Hope I'm explaining this right. Any ideas?
How to import Cases and link them to contacts
Hi, I have just imported some contacts from a CSV file and successfully linked them to the relevant accounts however i'm now struggling to import cases and link them to the relevant contacts i imported earlier. Any help would be really appreciated. Thanks!
Next Page