How to have a custom field updated based on current time/date every time I look at the record?
We populate our Lead Records from a form filled out by potential clients. One of the fields is Birthday and I created a Custom Field in zoho crm to be Age and I made it calculated off Birthday using the formula Datecomp(Now(),${Leads.Birthday})/1440/365 It works beautifully but only when the lead is created. The only way that field appears to be updated is if I update the Birthday field. How can I make it so every time I look at the record, it calculates the Age based on the current datetime?
Quotes Products and Purchasing
Dear Zoho, We are a recent adopter of Zoho and like some aspect of it very much. However I am struggling to find out how to make it fit my business model. To explain, we are a small manufacturing company so we sell around 50 products and accessories which are made up from hundreds of parts. I know that Zoho is not an MRP system and I don't want it to be an MRP system .... however: - I want to use Zoho to create quotes for my customers and pick things that I sell from the Add Product list - I want
Mass Transfer Leads needs some improvements
Not sure what went wrong, but after importing about 8,000 leads I realized that about 3,000 of them were assigned to me instead of the proper sales person. No problem I thought, I can simply use the Mass Transfer Leads function on the Leads list page. But that doesn't work so well. Three suggestions: 1) Add an option to select ALL leads that match the search criteria. Right now I can only pick one page at a time, which is taking forever. 2) After searching it should tell me how many matching records
user's password
I'm using free edition to try the usage of zoho crm before i buy it, but i've got a problem here... I was succesfully add a user but how did I know the password for the user?? I've try to reset the password too, but there was no e-mail sent to the user's e-mail account (I've check the user's e-mail account myself). The process always stucks at the 5th bar (see my attached pic) What should I do?? Help...
Zoho Quote Templates
Does anyone know of where I could find someone who has pre-made zoho quote templates? Or point me in the direction of someone who could create one? Thanks!
Is there a way to make notes be a wide as the other areas?
I wanted to see if there was a setting of edit to be done that would make the notes section be as wide as the rest of the modules on the screen. It seems like an inefficient use of screen real estate if the notes sections is only 1/3 of the screen wide.
Date selector
Any chance of having a quickly, less clicking and thinking about dates etc. I like the type of format as used by Toodledoo; So 'Quick dates' can be 'today' 'tomorrow', the following few days, 1 week, 1 month etc etc. All selected by 1 click. Similar to this; http://www.toodledo.com/features/alarms.html Thanks Nigel
Auto respond a lead
Hi! I´m trying to create an auto respond for leads, a simple one, with only 1 criterion that consist on the creation hour/date but it doesen´t work. Why it could be failing? Thank´s
New Changes Effected Search Facility?
Hi has anyone noticed that when searching, the results are not as accurate. i just searched just now for an email address and it could not find it but only found it when i searched for the part AFTER the @ sign. I find this a bit of an issue as there are some accounts that i just cannot find. i have emailed support in the last two days but they seem to think the new changes have made it better and faster. i think that it's opposite and i do not trust the search results. What's everyone else's
opportunity dashboard level
Hi I'm trying to create a pipeline view of the various levels of opportunities. However, it only shows the first 3 levels. I want to add the "closed won" deals in there as well but I can't get it to show up. I've set the settings of the level to "open" and "pipeline" so it should be displayed. Help is needed! Thanks :)
EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS
I want to use Cazoomi to integrate Zoho CRM with MailChimp I have to generate an API auth token but after several failed attempts now I consistently get this message EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS How do I reset this? Can I reset this parameter? Is there a timer on this block? Thanks for your advice ....
Syncing w/ Outlook 2013 Via Plugin
We are currently testing out zoho and my question is whether or not emails sent and received through outlook will automatically be pushed to Zoho and attached to a contact, or does this only happen with a manual sync? I noticed if I schedule on my outlook calendar it immediately shows up in Zoho, but the same cannot be said for emails Any thoughts?
Question re downgrading from Professional to Free edition
Our company has used Zoho for 3+ years to keep track of all CRM. We have hundreds of accounts with notes on work we have done that i would like to keep in case of an inquiry from a client. If i downgrade from Professional to the Free Edition, would i still have all my notes attached to the accounts or would i lose this information? Any info on what you would lose from downgrading to the free edition would be beneficial. Thank you
Mail Merge
Which options do I have to perform mail merge using Zoho CRM contact, acoount and the like info? Cheers Benthe Benthe Jessen
Exorbitant Amount of Spam/Locked into Captcha use.
Even while using a Captcha on our lead forms, we get an exorbitant amount of spam daily. We need to understand why this is happening and how to prevent it. Also, while the Captcha is a viable option for reducing spam (in most cases) we do not like the challenge it can sometimes present to the user -- our business is built around making the signup process as easy as possible, any secondary steps have proven to reduce leads and conversions. One of the more common ways to prevent spam is using honeypot
Notes disappeared
Suddenly the "Notes" sections have disappeared across all my modules. Very frustrating as all my updates are done through Notes so now I have no record of last activities. Can the field and all data be restored?
Attachments
When I apply an attachment to an email the page goes away and ZOHO flicks to PULSE for no reason. So I cant send emails with attachments.
Custom Automation Error Message. Missing ;
Hi, I've tried to update one of our custom automation but decided to revert it back to the initial script we had and now it is giving me this error message. Error at line number : 2 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression I don't understand why this is coming up because the script is exactly the same as the original script we wrote initially. Thanks in advance for any help.
NOTES IN ZOHO
Hi, We deal with the NOTES under each account all day every day and this new version is putting the latest note down the very bottom. We have to keep scrolling down. Why isn't the most recent note at the top anymore?
Outlook / Zoho Contact Sync Issue
I have an issue where I am only syncing from Outlook to Zoho but the sync reverts after a while back to having Zoho sync with Outlook. This creates duplicates in Outlook adding duplicate contacts because it puts them in a category labeled Zoho and applying a purple label to them. So there are two issues: 1) the reverting from Outlook to Zoho back to Zoho/Outlook and 2) the duplicate label. If we can cure the duplicate label I would be fine with sync both ways.
Admin user has left company and new admin cant stop reports scheduler.
Hi, Our admin user has move on to another company, we have a new super admin, and deleted the old admins account, but he is still getting emails sent to him. After looking at our exchange server all the old staff (who's mailboxes have not been deleted) are still getting loads of emails from Zoho even if they have been deleted as a user or made inactive. we also cant find where to check who else is getting email from CRM and we need to check if the old admin put in his personal email in as he is now
Help, the Chat window in Zoho CRM keeps popping up and it is getting annoying
So I reached out to Zoho Support the other day with an issue...now every time that I open a new Zoho window, the chat box randomly is popping up again and again getting in the way of real work that I'm doing and generally just being annoying. How do I make it stop!?!?
Duplicate Sales Order
Looking at the other forums, I'm guessing this isn't possible, but I was wondering what it would take to add the ability to duplicate an existing sales order for an existing account. We sell a lot of the same products to the same accounts on a regular basis. Right now it appears that we will have to reenter all of the product/pricing info every time we want to create a new SO (even if everything but the date and the SO# are the only variables that change. Am I just missing where this option is?
Delegating tasks to a new owner
Hi, can you explain where I can change the right to delegate a task to another user? Thanks Guenter
Big news! We’re renewing our commitment to small businesses with the Free10 Plan.
When we launched Zoho CRM ten years back, we made it free for the first three users. Today, on our 10th anniversary, we’re renewing our commitment to small businesses with our Free10 CRM Plan. To know more about this awesome new plan click here: http://zoho.to/CRMforAll
How to change the language of Stages under Potentials?
I changed every locale or address info to US, but I still see Stages in Hungarian. I can't figure it out how to change it. Please help. Thanks
Exporting Notes and linking Contact and account
How do you export and/or print notes that are attached to a contact and then also identify the account name linked to the contact? ie) I want to print or export a file that has the following: Contact, Company, Note Date, Note Detail
Mass Update Commercial Relation
Hi Everybody! I'm almost new on Zoho CRM so maybe i'm not so practical, but I hope you could help me. i'd need to Mass Update some Records in Contacts, but when I arrive to the box "Select Field to Update" the field I need is not in the list. Is it possible to add other specific fields to this list? I've an Italian version of Zoho, so i've problems explaining the correct name of the field i'd need (my "Relazione Commerciale"), I think in english could be called Commercial Relation, and it's a
Iframe, file upload & Captcha not working.
We have successfully setup Zoho CRM account. But when we tried to create a web to lead from from our account we were not able to use advance tools options (File upload & Captcha) in our web from. Also we didn't see any option for iframe (kindly check attached screenshot) Kindly confirm are we missing any thing as part of initial setup or these feature not available in free version (3 users)? Kindly confirm on this.
downgrading Professional to standard will I loose content?
Will i loose any content if if downgrade from professional to standard $12 licence in particular will i loose emails?
Assign task to User?
Can we assign a task to user instead of contact?
How to create task using custom function.
Hi All, I have to create task based on the drop down value. When a user select a value from drop down then a task is created and assigned to user. When we select another value from drop down then a new task is created and assigned to different user. void calculate.Task(int potential_id) { resp = zoho.crm.getRecordById("Potentials", input.potential_id); Potential_Name = resp.get("Potential Name"); stage = resp.get("Stage"); if (stage == "Qualification") { result = zoho.crm.create("Tasks",
How to assign task to users.
I have to assign task to users. I have a drop down box with different values. When i select a value then a task is assigned to user. If i select another value from drop down then a task is assigned to different user. How can i do this?
Append existing
I need to add a new field to my Zoho accounts database and then append it. I don't want to create new records. Just need to add data to existing records without having to manually do so. I do have a unique identifier field for each record. Any easy way to do so?
Issues with Zoho CRM and Outlook 2010 filing emails in Junk
Has anyone else experienced the issue of emailing from Zoho and having Outlook 2010 (only) file in the Junk folder? This has driven our sales staff nuts and support is saying there is nothing that they can (will?) do. Other applications (including competitors) can do this function successfully. Trying to 1) get the word out and 2) get a consensus going for Zoho to work on a fix. Thanks,
BCC DropBox
Is there any way to REASSOCIATE mails ALREADY SENT using the BCC feature? Of course, I don't want to send the email to the customer again but the feature only seems to work off the recipients address and does not SEARCH the email body etc.
Template emails sent to my own email not received
I always send emails to myself to test my templates before I send them out. I used to get them every time but have not today after several tries. I am creating a template in the CRM and trying to send it out both individually and in mass through checking the mail merge boxes for myself. The email that go to other addresses other than my own do send? The one addressed to my email domain do not reach my mailbox even though it previews and states that it was send in the account record. Please advise.
Outlook / Zoho Contact Sync Issue
I have an issue where I am only syncing from Outlook to Zoho but the sync reverts after a while back to having Zoho sync with Outlook. This creates duplicates in Outlook adding duplicate contacts because it puts them in a category labeled Zoho and applying a purple label to them. So there are two issues: 1) the reverting from Outlook to Zoho back to Zoho/Outlook and 2) the duplicate label. If we can cure the duplicate label I would be fine with sync both ways.
Autopopulate E-Mail field
Hi. I have a question about the posibility to autopopulate the E-mail field from other form field (FirstName.LastName.birthdate@noemail.com) For exemple, Daniel.Laviolette.01-05-1987@noemail.com. I want to do that because I'm working a lot with calendar. Often, I have to enter in the callendar appointent with people that didn't give their e-mails. In this case, no link can be mage between CRM and Callendar. If I can create automatically a fake e-mail adress (and configure Mailchimp to exclude all
Add Notes to a Report (Any report!)
I simply do not see an option to "Create New Report" or any way to add 'Notes' to a report. It is very important that we be able to easily view Notes associated with each lead/contact. Is it possible? I am on the basic version zoho. Thank you for help.
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