Clients, Leads, Contacts Map
It could be very usefull for selling manager if he see all his clients on one map. He can prepare plan where he want to go, he can take few clients close to each other in few minutes. Now, without the map its very uncomfortable to plan the trip. Example: Sample map of clients What do you think about map idea?
Help to start with zoho
Hi, I want to manage a medical office with zoho. I have to manage: patients, their visits with inclusion of their progress (weight, etc.), appointments, payments, e-mail. It is possible? Can you give me a guideline to follow? Thank you so much.
How does Zoho CRM decide the order of potentials?
I am trying to write a code that grabs the newest created potential record. I thought I could use the .Get() method using the index of zero, but that doesn't always work because of the way Zoho sorts the records. The records aren't always sorted with the most recently created record being first in the list. I have not been able to figure out how Zoho decides which record to puts at the beginning of the list. Can anyone at Zoho tell me how this works? If not, or it is totally random, does anyone have
Allow CRM Contact attachments to be seen on the CRM Account page.
Dear Zoho CRM Team, Is is possible to allow CRM Contact Attachments to be seen on the CRM Account. Currently, we can only see attachments linked to a Contact on the Contact page. If you go to their account the attachments for Contacts don't appear? Is this a bug or a limitation? Thanks, Thomas Pursifull
Modifying pull down choices for a contact's role
I want to have contacts who are just "Connectors". Can I modify the pull down list for Contact Role to include Connectors?
Very slow emails
Godaddy hosts my emails. I've been using Zoho for 4-5 years with Godaddy (POP3). Just recently the time lag between Godaddy receiving emails and the email getting to my Zoho Inbox has increased from a few minutes to up to 2 hours. Can anyone shed light on this problem? I haven't changed any of my settings and Godaddy tell me they have not changed anything. This makes Zoho unworkable unless this can be resolved.
How to prevent people from seeing closed potentials?
We have some sales people, and we want them to be able to see what is currently going on. But we do not want them to see all historical potentials...or better yet, only have them see historical potentials, but NOT see how much revenue those historical potentials brought in. Is there a way to filter out (at a global level) specific groups/roles' ability to see closed Potentials (NOT open ones.,...just closed ones)? Thanks!
ZOHO Free trial to Free Service
I signed up for the ZOHO 15 day free trial and it has ended and would like to use the free version but cannot seem to figure out how to upgrade my account to that. Right now I am working it it but I have limited options, including sharing data with my assistant. Can someone help?
Search Records Layout
Is there a way to organize the layout of the results of a search? For some reason the full name of the contact defaults to the far right columns, and I can't find anywhere in settings that would allow you to re-order the fields as you can with related lists and elsewhere. Am I missing something?
Customizing Contact View in Accounts
Is it possible to customize the Contacts list view when I'm in an Account? Either the one on the right-hand column or the one in the main body below the expandable sections? I have created Roles for my contacts (administrator, main contact, billing) and I would like to see at a glance in the Account view who holds what role. Michael
Can you change the Primary Key Field in a Module?
Hi there, In Zoho CRM our Leads module uses the 'Last Name' field as the required Primary Key. We also have a lookup field in the Lead module for 'Contact' that links the Lead to a Contact. So there is a duplication in our Lead module because it requires the contact name twice; once for the required Primary Key, and a second time to link to a Contact. Instead, we would like to change the Primary Key to 'Project Name'. Each value for 'Project Name' is unique so I don't think it should be a problem.
How do I charge taxes per line item
When creating a quote or an invoice, how do I charge tax per line item instead of charging taxes for the total quote/invoice amount? I have certain products that are taxable and certain services that are not taxable that are combined in my quotes/invoices and I need to separate the two to give me an accurate total. Thank you in advance.
Product Purchase History
How can I create a set up so that when a customer purchases a product, I can add that by selecting the product, have it 1) assign the dollar value to a revenue field; and 2) save the purchase in some sort of purchase history so that when they make their next purchase it just adds to the list? Michael
Adding days to a date field with lookup
Hi I have a potential order closing date (variable) that I would like to add a number of days (variable) to depending on the value in the field, this is so that I can calculate revenue date and amount. So far I have created the formula Adddate (${Potentials.Closing Date} ,${Potentials.Days} ,'DAY') but this returns Incorrect data type of argument. Is there a way of adding the two variables together? Guy
Create module-level constant
I want to add metrics to rank potentials. I have added pick fields for these metrics and a formula field to calculate the weighted rank value. I currently have my weighting factors (coefficients in the calculation) hard-coded in the formula field. I would like to set them in one place for the entire potentials module and look them up in the formula. Is there a way to set a variable that is global at the module level?
Comparing Dates in If/Then formula field
Hi, I'm writing a formula field to return a Status string (return type is String). It first checks a checkbox, and that part of the formula is working. Next, it compares today's date less 60 days to another field and returns a string value, else it returns a different string value. If(${Accounts.Cancelled},'Cancelled', If(Subdate(Datepart(Now()),60,'DAY')<${Accounts.Test Date},'Pending Renewal', 'Active')) I'm receiving an "Incorrect data type of argument" error.
Keeping Sales Rep from viewing other Reps leads
Can this be set so I as CEO and Approved managers can see all leads But I only want Sales reps to see there own.
How do I send a mass mailer to leads/contacts/accounts who are linked to a particular product?
I'm trying to send a mass e-mail to all of my clients who have previously been interested in a certain product but can't see how I do this. Can anyone help?
CRM not showing google apps option in Setup Add-ons
I am not able to find the google apps option in the setup area I am using the free version. I use google apps for work The CRM tool appears in my google mail, but I am not able to see where I can do things such as export my google contacts to Zoho CRM Any help?
Revenue Structure
I need some help setting up revenue fields properly. We are a B2B business and have three primary sources of revenue: memberships, individual/package purchases, training. I want to create a structure where I can capture those field as separate, but have them total in a fourth field that is revenue year-to-date. Not sure if there is a way to connect these fields. Michael
DRUPAL integration
Hello, Our (external) webmaster says he cannot integrate our website data into ZOHO CRM. We have a Drupal based website www.waxoyl-france.com from which our customers input data. I find it hard to believe that this info cannot be automated back to a Zoho CRM, especially when the data is simply 10 text and/or number fields Thank you for any feedback or experience in this matter. Lars
"desemepnho" should be "desempenho" at https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps
Dear Zoho partners small mistake: "desemepnho" should be "desempenho" at https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps (Portuguese Version) Thank you for this WONDERFUL tool!!! Kind regards, Paulo Mendonça www.centrosapienti.com
Mobile No's are being inported with ??????
My Mobile No's are being inported with ?????? after the 9th number. Could you please tell me why?
CSR Field in Account Screen
How do you add users to this drop-down field? Currently states None-Option1-Option2?
Custom fields are not inserted/updated
My request is as below https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=****&scope=crmapi&xmlData= <?xml version="1.0"?> <Accounts> <row no="1"> <FL val="Account Name">ACD</FL> <FL val="Currency Used">USD</FL> <FL val="Area Code">103</FL> </row> </Accounts> custom fields 'Currency Used '& 'Area Code' aren't inserted. I tried updating an existing contact, all the fields other than the custom ones are updated.
How to add custom validation in custom module?
Hi, That is my question, how can i add custom validations to my custom module? I need to validate multiple fields before send the form.
Service to custom module
Hi, Can i use a service to add rows in my own module in Zoho? I have a custom module created in Zoho, but i must to add rows from other system, it that possible? Thank u in advance.
Formula Field Date Formats - Either Missing Quotes or Invalid Data Type of Argument Errors
Okay, this is very frustrating. I'm trying to do a simple if statement that contains a series of nested If statements. Most of the If statements work but do not reference a specific date (see below). This portion of the formula, when nested, gives errors "Missing Quotes". If(${Accounts.Latest Opportunity End Date}=='01/01/1901','Prospect',If(... If I try to use a Contains(${Accounts.Latest Opportunity End Date},'01,01,1901','Prospect',If(... The error is "Invalid Data Type of Agrument" - I even
Why am I getting multiple task reminders?
If I set a task reminder for a certain date and time with no repeats why am I getting up to 5 popups for the same single task?
Quickbooks Purchase Order
Is it possible, the ZoHo CRM to QB solution can create Purchase Orders in Quickbooks? I have a ZoHo Creator Application where we input Purchase Orders Our Zoho CRM instance has this ZoHo Creator/Form/App imported directly into CRM for replication. So we're not using the PO tables in CRM, but rather our own custom fields from imported Creator application. I suppose if this is not possible via CRM imported Creator App, is is possible if using the Purchase Order module within CRM? (We could redevelop
why can i not add a contact to a task on an account?
this has worked as normal up until today. now when I create a task on an account and click to assign the contact it wont allow me to type the name nor search?
Duplicate Lead Created Upon Save
I am new to Zoho and I am simply entering leads one by one. After I enter the fields and click SAVE on the top right I see a column that says "All Open Leads" and there is a duplicate for the lead I just created! I can click the down arrow and delete the second lead but can you tell me why is the duplicate being created? Thank you! SBP
How can I stop a repeating event?
I have got a weekly repeating event on a Lead but I want to change that. I have no idea how I can stop the reapting event on the lead. I hope that someone can help me :). Joshua
Invalid Ticket error
unable to fetch leads using API, it errors out as "Invalid ticket" error code "4834" https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=e836dc5d3c8a0905d75e3e399257fe84&scope=crmapi&selectColumns=Leads(First%20Name,Last%20Name,Email,Company,Campaign%20Source)&version=1 the python client ============= import urllib import urllib2 module_name = 'Leads' authtoken = 'e836dc5d3c8a0905d75e3e399257fe84' params = {'authtoken':authtoken,'scope':'crmapi'} final_URL = "https://crm.zoho.com/crm/private/xml/"+module_name+"/getRecords"
CRM PLUS
Where can i see the emails from google apps. i have synced using imap. also please check if all ZOHO CRM PLUS modules are activated for my organization age auto calculate formula from DOB if student only some fields are required, else for endor & coaches not required while converting leads , we don't want to create accounts & contacts, we need only to potential, how is this possible? the company name is not mandatory, but name field is.
Personalizar campos como sector en posibles clientes y que se modifique en cuentas de manera automatica
El manual no es muy caro en algunos aspectos. ¿es posible personalizar campos como "sector" en "posibles clientes" y que se modifique en "cuentas" de manera automatica? de no ser asi, es necesario cambiar todos los campos de cada uno de los modulos, aunque estos sean los mimos campos, para configurar el CRM?
Invalid Ticket Id
Hello , I have problems extracting information through a development, which previously did not give me problems , and change the administrator password and generate a new token , here I show the information that displays me. code:4834, message: Invalid Ticket Id
Question about field-level security before deciding to upgrade to the Professional subscription
Hi ZOHO forums, Just got off the phone with support and still had a question regarding the field-level security that you offer on the Professional level subscription. Is it possible to prevent other users from seeing certain records? Our list of contacts has many people that come from a different company (same owner for both) and I was wondering if there is a way to prevent our future sales team from seeing those specific contacts. I understand that you can keep fields blocked from them, however
change sort order of a view
I need to change the sort order of a view. Specifically, we have create a view called 'To Do' based on due date. Anything due today or past due shows on this list. however, I need to be able to sort the view based on the due date. We also put this on the homepage dashboard. Is there a way to set the sort order for a view?
How can i integrate with Mautic ?
I can't see how to do integration on Mautic website. how can i integrate the Zoho CRM with MAutic ?
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