Create New Task 90 Days after field update
Hello, I have a date field; "Last Contact BD Interaction". This field is kept updated by a custom function, triggered when people lodge a completed Task or Call against a contact. It is never manually updated. I would like to use a Workflow Task to automatically create a "follow up X contact" task, 90 days after the "Last Contact BD Interaction". This should be assigned to the contact owner. Workflow 1 (attached) is not working. Does anyone have a suggestion as to the best way to go about this?
Unable to connect to messaging server.
Hi, I getting this message 'Unable to connect to messaging server.' continuously regardless of what I do. Also, the system has been playing up today intermittently and has reported on the odd occasion that I don't have the required permissions. In some cases, it has just thrown an error message saying 'Error'. Can some please tell me whats going on and when I cam expect to have this resolved. Thanks, Dwayne Smith
Getting distinct field values using REST API
Hi, I have a requirement where I need to get a list of all possible field values for a specific field. This would be used to populate a drop-down list in a 3rd party app. For example given the field Title I would like to be able to run a query similar to the following SQL query. SELECT DISTINCT Title FROM Lead or SELECT DISTINCT LeadStatus FROM Lead Is this possible? Thanks Dave
Using Tostring in formulas
I'm using Tostring in this formula, it's a String formula field, we are doing some math operations and then using Tostring. It saves and then the results on screen: Concat(If((((1+Tonumber(${Contacts.Tasa}))^(1/12))-1)/(1-1/(1+(((1+Tonumber(${Contacts.Tasa}))^(1/12))-1))^(Tonumber(${Contacts.Plazo})*12))*Tonumber(${Contacts.Valor})/Tonumber(${Contacts.Tasa})/((${Contacts.INGRESOS}+${Contacts.Salario})*0.85+(${Contacts.Rentas}*0.7))<=0.31,'SI','NO'),' con ',Tostring((((1+Tonumber(${Contacts.Tasa}))^(1/12))-1)/(1-1/(1+(((1+Tonumber(${Contacts.Tasa}))^(1/12))-1))^(Tonumber(${Contacts.Plazo})*12))*Tonumber(${Contacts.Valor})/Tonumber(${Contacts.Tasa})/((${Contacts.INGRESOS}+${Contacts.SalarioVariable})*0.85+(${Contacts.Rentas}*0.7))))
Mapping Fields between Custom Modules
Hi, is it possible to pull information from non & custom fields in the Potential/ Deals module into fields a new custom module & vice versa? I can see that Leads, Contacts, Deals etc there is a mapping facility. Regards Andrew
Customize Tax Rates: Add tax groups and record defaults
Greetings busy developers! I realize ZohoCRM is used internationally, so please excuse the U.S. centric nature of my post. Furthermore I hope this isn't a duplicate topic... I have search for some time and haven't seen any threads addressing tax configuration. Here's my issue, for sales made in the U.S., sales tax rates are most often determined by three factors: 1. The type of product or service being sold. 2. The location of the office where the order is taken. 3. The location to which the purchase
Completed Account
Hi! We just started using Zoho CRM, and I have a quick question. How do we convert an account that was once active to show as no longer active? I don't want to see the inactive account on the account page -- and I don't want to delete it because we want a record of all contact/etc. Thanks!
Bounced on CRM
Hi, I sent out an email on CRM directly to 700 people today. In Sales Signals we've had quite a few bounce - How do we get a list of everyone that's bounced without manually creating one? Thanks
Duplicatiing/Creating modules
Can I create my own "Prospect" module that has a convert button to convert a "Prospect" to a "Lead"? Also, can I create some stage-probability mapping in the "Leads" and new "Prospects" module?
Leads Filters: Anytime it's a date, have a "between" option
I'm trying to filter my leads to see those when an event date of between x and x. I can do that in reports, but can't do that in Leads view. Anytime there is a date field, there should be a "between" filter. Seems easy enough to do.
Copy Customization is missing!
In the past, I was able to send my customization to other users in the Professional Edition. That option has been removed from the settings tab. Why has this been taken away and how can I get it back?
Associating accounts to groups
This is probably the most basic question, but how do I assign accounts that are already created to a group so that only members of that group can see them. I thought I could do it by territory but I can't figure that out either.
ZOHO CRM - BOOKS Integration
Hi! Why I do not see the estimates, sales orders and invoices in CRM? We have CRM PLUS and ZOHO BOOKS Professional and they are integrated. Thank you
Can I run 2 companies within 1 Zoho instance?
Hello, I manage 2 companies. Each company has its own, separate email domain. I can only have 1 primary email address. How can I set up Zoho so that it captures emails from the 2nd email address within the CRM? Right now, I can only choose to have 1 email account synch with records in the CRM. keywords: multiple companies multiple email addresses
Tip #1: Use Lead Scores to Prioritize your Lead Follow-up
Hello everyone!We, at Zoho Community, are happy to launch ‘Tips and Tricks’, a weekly activity that focuses on use cases gathered from some of you. We’ll also ferret out the lesser known or hidden functionalities that will help you set up an efficient CRM. We urge you not only to try them and let us know if it helped, but also to tell us what else you’d want addressed in this section. Tip #1: Use Lead Scores to prioritize your Lead follow-up Let's face it. When you are into sales, there is never
Are layouts rules reflected in the mobile app ?
Hi, I programmed some layout rules for my potential module, some showing sections and others setting mandatory fields based on the stage of the potential. It seems to work fine on the desktop version. However, I don't feel them being reflected in the mobile version (I'm using the iOS one) and as most of my team are using the mobile app 95% of the time, this function is kind of useless if it's not working on the mobile app. Is it normal ? Thank you,
Mail Magnet - multiple email addresses
It is common for a contact, lead, etc to have more than one email address, and these may be easily added to their record. However, mail magnet only filters in the emails that are associated with their primary email address with field name "Email". Is it possible to have the emails from all of the email addresses to be filtered in? If so, please explain how. If this feature is not possible, I suggest that the Zoho team add the feature - so that all emails from any email address in a record is
Return To View After Editing A Potential
Hi there, usually, I will click to edit a potential directly from a view. However, after saving, I'm directed back to the potential page rather than the view page. Is there anyway to be directed (directly) back to the view page I had clicked from? Thank You, Chad
Activities Rollover
It will be nice if we can roll over activities by drag and drop in the calender view
Support Related Lists in Sales Order module
Several times during my current project I would have liked to connect custom modules to Sales Orders by using a Related List. Unfortunately, they are not supported for that module. Please add 'Sales Order Related Lists' to the feature request list. Thank you.
CRM+ pricing problems with zoho projects
The issue we are facing is a bundling issue. In general we like the features and pricing of crm+, and before we subscribed to that package. But the package would not allow us to add more users of zoho projects who were not crm+ subscribers. I believe there is a confusion on the part of zoho about who uses projects. Not only is projects used by customer facing staff, but it is also used (and in our case even more) by operations staff who do not communicate with customers. Zoho staff provided a suggested
Workflow to Send Email
I have a workflow to send an email to a lead based on several criteria. The workflow works and the emails are sent when expected. Problem is the emails don't show up under the emails section of the lead itself. Am I missing something or is this just the way it works? Thanks, Ron
Sent email not sync
Email sent from ZohoCRM not syncing with Sent Item in outlook whereas incoming email is syncing fine in both outlook and ZohoCRM. Both ZohoCRM and Outlook are configured with IMAP protocol (CPanel)
Workflow Rules not Executed in API Call
I created an Accounts workflow rule to update a Deal record when an Account is created but when an Insert Account Record API (https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?...) call is made using webhook post the WorkFlow Rule is not executed. I am not sure why but I expect the workflow rule to be executed. Help!
Zoho CRM Inventory Templates
Over the last 6 years – we received numerous requests from customers to design awesome looking Quote, Invoice, Sales Order and Purchase Order in Zoho CRM. Each of these templates used to take time to design and roll out. We as a team discussed about it and decided to find a solution. Finally! We released https://www.awesomeinventorytemplates.com/ Customers can now choose from a wide variety of ready-to-use templates and install them in a few seconds saving them time and money and creating an
Insufficient-privileges-to-perform-this-operation-contact-your-administrator
Greetings. I am an iOS app developer, but new to zoho integration. I read API document and able to generate API auth token for insert records from third party applications, just from iOS App. It is working fine for CEO/Administrator/Standard users. But it is getting error response while issert Records via API for some users. "insufficient-privileges-to-perform-this-operation-contact-your-administrator". I've researched this issue with google for 3 days but till stucking on this issue. Any help would
Customizing quote to add pictures and custom details
I am looking at a few CRM solutions at the moment, one being Zoho, and one being Method CRM. I like both, and right now am leaning toward Method because of it's seamless integration into Quickbooks Desktop. However, It is PAINFULLY slow and very outdated compared to zoho. I have an issue with the QBWC working with Zoho, but that's for another discussion. My question- I need to send out customized quotations with photographs of the products and custom descriptions of the products I sell. I have
Zoho CRM and Outlook Integration?
My former employer used a competitor's platform that offered email tracking, meaning we could send an email from outlook and within the CRM receive notifications if the email had been opened or forwarded. Is this possible with Zoho?
Can I create a custom view/filter for a given module and have it used/available on my mobile app
I want to be able to create many custom views/filters for my leads, opportunities etc. and I have made a couple as we test out zoho, but we are unable to see them on our mobile devices. Can you please let us know if this is possible? Thanks, Brad
Possible To Do This Within Zoho CRM Home?
I'd REALLY love to try to customize Zoho CRM home more. Specifically, is it at all possible to add tiles/sections that do the following: - Add a very basic notepad tile? - How great would it be to be able to quickly jot a note within Zoho CRM home? I've tried, but can't figure out a trick or hack to make this work. Thoughts? I know there are stickies, but these are sort of irritating and just too yellow - Show today's events from Zoho Mail Calendar in a CRM home tile. - I know, this is a stretch,
Zoho Mail Calendar > Zoho Calendar > Zoho CRM Calendar
Ok, I'll admit it, I'm new to the Zoho world. It is a great world and I love it, but feels a little disconnected at times so be patient with my ignorance. I'm evaluating various Zoho products to migrate my company on to. At this point, I'm evaluating Zoho CRM and Zoho Mail. My question is: If I create, or a customer sends me a meeting invite, in Zoho Mail Calendar, am I able to see this/these appointments in Zoho CRM Calendar? I've clicked the synchronize with CRM app in Zoho Calendar, but nothing
How do I remove automatically assigned TERRITORIES.
By Automatically, I mean territories assigned by running rules.
Zoho campaigns to CRM - campaign not showing against contact
I've successfully sent marketing emails via Zoho campaigns, where synch contacts from CRM to Campaigns, send the email and then in CRM each contact has the campaign in the campaign area of their contact record and the member status changes (open, click etc.) It hasn't worked this time though. I can click on campaigns in CRM and see the number of Delivered emails, and when I click on "Delivered" I can see the list of people who received it, but when I click on one of these contacts, the campaign isn't
How to change gmail password in Zoho CRM
Hi, I recently changed my google password. Now I am unable to send emails from zoho. Followed the instructions https://www.zoho.com/crm/help/google-apps/synchronize-gmail.html Step 1: To configure Gmail in Zoho CRM, follow these steps: Log in to Google Apps. In the Google Apps Dashboard, select the Google service. Select Zoho CRM from Google's universal navigation. In Zoho CRM, click Setup > Apps & Add-ons > Google Apps > Email. In the Configure Google Email page, specify your Google Apps password.
Lead assignment
I want to have imported leads assigned automatically. I would like it to assign x number per day or assign an entire import of 500 leads evenly among the reps. Is either possible?
lead assignment
Our primary area of clients is North America but we get a lot of leads (mostly junk) from other areas of the world. When a lead comes in from our webform, I would like it to assign North America in round robin and all others in a second round robin. This will allow a more even distribution of the 'valuable' North American leads. I know that it will all work out in the long run but try telling the sales person that who receives 20 non North America Leads in a row and no prime leads. I have a rule
What is meant by a 'recently created lead'
In Zoho CRM, what are the criteria for a recently created lead in the default view for leads? Ie. is it a day, a week? Thanks, Benoit
Trouble Installing Outlook Plugin on Outlook 2016 on Surface Tablet
I've been able to install the plugin no problem on my Desktop at home as well as another laptop for another user, however when trying to install it for myself on my Surface Tablet it will not do it. The install looks like it works, however it is no where to be found upon application restart. Is it possible that the version of my Outlook is not supported or because I am using a tablet? Your help and direction is greatly appreciated. Warmest Regards, Brad
Deleting a report
How do I delete a report I created and no longer need?
How do I create nested dropdown lists?
I am customizing our CRM to support out company and we have leads that will come in from various industries, and sub groups of that industry, and sub groups of the subgroup. For instance, Industry is Education, but then I need/want to know what grades the school has, and then if that school is private, public or charter. So, how do I get the Layout to offer the user the ability to pic Industry1 in first picklist, and that choice triggers a 2nd picklist (industry2) and the choice they make in 2nd
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