Let a custom contact field equal a custom field from its account
Hi all I want to have a custom field in the contacts module ("Rep for this contact's account") to equal the custom field called "Rep" in that contact's account. The idea is, is that I can create and pull up a view of all contacts of a particular rep in the company. The company doesn't let all the rep's have any access to the system, for technical and cost reasons. Any help would be appreciated.
lookup field id
hello, in the CRM i add a lookup field but when i read with API i have the value of the lookup field and not the ID behind this value. It's very blocking because when if i have severals times the same value, how can i make to know the good ID ???? By example. In my Zoho CRM in Contacts i have "Account Name" (created by Zoho ) and "Denonce par" (lookup created by me) and the API return me Copy code <response uri="/crm/private/xml/Contacts/getRecords"> <result> <Contacts> <row no="1"> <FL val="CONTACTID">769051000000244015</FL>
Default Reminder for Task
Hi, How do I set up a default reminder for making tasks. I use tasks to assign tasks to employees. I always like to send them a reminder for the day it is due, however it is very annoying to have to manually put this in each and every time. How do I set up Zoho so that it automatically includes a reminder at 9:30 AM on the day the task is due? thanks!
When a contact or lead doesn't have an account because they are just a member of the public.
Hi, I apologise in advance if this question is answered elsewhere in the forum. I'm looking at Zoho CRM for myself and a number of my clients and we all sell to members of the public who obviously aren't associated with an "account". I know you can set up 'personal accounts' with SalesForce CRM but I haven't seen how I can set them up with Zoho CRM. If someone could help me with this I'd really appreciate it. Thanks Graham
Telemarketing
Can I allocate a value to all the records selected at once?
How to show account hierarchy?
Hello, I see that you can specify a parent account for any account. And, the Member Accounts area shows the direct children (but not the children's children) of an account. How can I see a corporate hierarchy with each level of parent/child indented? I used to rely on that a lot in SFDC. Ideally, you could configure what is reported there, like location, status, etc. Thanks, Jeff
Is it possible to sort by various fields (free version)?
Hello - Is it possible to sort by various fields in the free version?
How to Run Reports in Free Version?
Hello - I'm new to Zoho and before I signed up (free version), I was shown by another user using the free version that running a report on contacts was possible. I do not, however, have a Reports option in the menu bar in my version. How can I run a report in the free version? Thanks! Jacki
How can i set email reminders from when my accounts are up for annual/monthly renewals
How can i set email reminders from when my accounts are up for annual/monthly renewals
Custom button failure
Hi, I have a custom button that runs a custom function. The function looks like this: return "test message"; Nothing fancy. When I click on the button in the quotes module it does nothing. OK, so maybe the alert messaging isn't working. If I change the custom function to send an email: SendMail [ From : zoho.adminuserid To : zoho.adminuserid Subject : "zoho custom function worked" Message : "good job buddy" ]; return "message sent"; No email is sent. If I use the "Save
Updating Product Details through Approvals/Tasks
Hi All, Two things I'd like to find out: 1. I want to have a field within Activities that updates the quantities of Line Items in the related Sales Order. How would I go about doing that? 2. I'd like to set up an approval process that, once activated, takes the Line Items from the Sales Order and creates an Invoice that ONLY has the Line Items with a cost greater than $0.00. Is this possible? Thanks in advance!
viewing of calendars
I have tried setting up mutliple users, but it appears even though I have given them full permissions they cannot see my zoho calendar/and or/ we are not sharing calendars. How do I set that up. Also it appears I cannot have simultaneous users. "Using the free version."
Lead Owner Change Email no longer being sent
About 2 weeks ago it would seem that the Ownership change email is no longer being sent to one of our standard users. All other users receive notification of the ownership change, but the link to the lead information now says "Undefined" instead of lead name. Is this a bug in the recent update that added new features to Zoho? Any help would be greatly appreciated.
Where is the function?
Where can I find the function of a contact person?
How to use Zoho for a Veterinary Practice
I plan to use Zoho CRM as a marketing tool for a veterinary practice. How would you recommend I set up the the system to manage the Client / Pet relationship? A Client can have multiple pets A Pet should inherit the properties of the Client e.g. address, contact information
Vendor vs Account
If I operate a cruise and other tour agencies sell my cruise, are they listed as vendors or accounts?
Can one remove the recording of time of activity and just require the date?
We really want to dumb Zoho down to merely tracking and storing our sales team's interactions with customers/potential customers. Because of this I'm trying to remove as much other functionality as possible (any help you can give on making Zoho better/simpler for this is appreciated). Is there a way I can stop Zoho from logging the time that a sales visit (activity) happened? Thanks
Link from CRM to forum broken
If I go help menu (upper right) in CRM and click forum, I get a dead link. https://help.zoho.com/portal/en/community/zoho-crm?utm_source=product (dead link)
Magento feild values are not showing in the zoho crm fields only the email address and name is showing in the crm
Hi, I have used magento zoho crm in my website the other than email and name other field values of the signup page field value are not showing in the zoho crm leads in the leads we have all the fields but the values are not showing in the concern field. Can you please explain how can I achieve it? Thanks,
A user can't see my contacts
Hello, I have setup a profile, so that the user can only view and create a contact. If i make the user the 'activity owner' of the event, he can not see the contact details associated to the event. How can i fix this?
How to trigger workflow based on field update if field is updated through docu-sign or any other workflow?
Hi, we are working on workflows. We want to update opportunity record on the updation of field in account record. For this we have created a workflow. Now If we edit the field manually in account record, the workflow is triggered and doing exact work. But If we update field in account record from another workflow in the same module (not manually), then opportunity record is not updated. Is there any solution for this? Please tell us. Any help will be appreciated.
custom field formula string outputing carriage return
Hello, I have created a custom field returning a string, (that I display in a Inventory template), I would like to be able to insert some carriage return in that string. Let me know if we can output that, i have tried <br> or \n but it just prints those characters. Thanks
Update existing fields
We just added a formula to an existing field in Leads. Is there a way for the field to apply to all the existing leads?
Upload files
How can I upload a complete folder, as far as I´ve tried I have been able to upload to Zoho one small file at a time. I have one thousand files in one folder. Can somebody help me? I am administrator and I only have permission to upload one file at a time. The Superadministrator can however we do not know how to do it. please help. The superadministrator can upload the complete folders, however, I must to do it, not him and I don´t have the right permissions. He ask me about the way to give me the
Pop up does not link to lead
We have instituted pop up reminders to call leads but when you see the pop up. It does not link to the lead. You have to go do a search. Are we missing something? Thanks
How to embed web form on Facebook
Hi all: I need to create a lead form in Facebook for people to request a product sample. I created my form and everything went fine, but I'm not getting the options to select embed, source, or iFrame. Also, I've seen another post on this forum where I should be getting tabs to select a specific supported site before selecting the code to use. I've attached a screenshot of what my final screen looks like. Any suggestions as to how to proceed? Thanks!
Can't Access Zoho Apps in Firefox
I am used to using Zoho with Mozilla Firefox. Today all of a sudden I can't get in. It is working with Internet Explorer, but I prefer to work in Firefox. What is the problem and when will it be fixed? This affects not only Zoho CRM, but also Calendar and Contact manager as well.
Zoho User created own instance of zoho CRM
So I have a user that has access to Zoho Connect and Zoho Recruit, I sent her an invitation for Zoho CRM. Instead of using the invitation link she navigated to Zoho CRM and created her own instance of Zoho CRM. How can I as a company administrator prevent this from happening? How can I close that CRM instance and give her access to the company version I set up?
Custom field for User Personal Settings?
Hello, Is there a way to add a custom field to our employees Personal Settings for a personalized Tracking Code/Promo Code? We want to have the ability for our sales team to have a tracking code for use in an email template. Something along the lines of ${User.PromoCode} I see how to add custom fields to different modules (for leads, accounts, etc), but nothing for the Sales Team (User). Thanks in Advance
Attaching Files
I have not been able to attach files since Tuesday! Is there something wrong with system?
Lead to Contact
This has been asked before, but I can't seem to find a good resolution. When I get mail, the sender gets placed in CRM as a "Lead". If that person is not a lead (e.g. a partner company), I still want them in my contacts. How can I move that "Lead" to a "Contact"? If I delete the lead and manually create the contact, will I lose all my history with that person? It seems silly not to be able to "downgrade" a lead... Thanks, Lee
Automatically Created Tasks
In our company, we follow the exact same procedure with each customer. Is it possible to set up Zoho to automatically create a series of tasks when entering a new contact or lead?
Add Notes to Report - Customize a Field
Is there a way to add a customized field to the Potential Work or Open Potential Reports that is not already listed. I would like to capture the notes I've entered on my Contacts tab to show up on the weekly report. I use the Zoho CRM service. Thanks!
Zoho Document links wont open in Chrome
When I try to open an uploaded document in ZOHO it does not open the doc, just a blank page. all other browsers work. Is there a setting in chrome that I am missing?
Changing the contact owner
I'm trying to write a custom function where record ownership can change. This seems to me it should work: Client = zoho.crm.getRecordById("Contacts",input.ClientID); if(Client.get("Sales Status") != "Sold") { Reg=Client.get("Region"); if(Reg.startsWith("NorthEast") && (Client.get("Client Owner") != "Tom Brady")) { NewOwner="Tom Brady"; } else if(Reg.startsWith("SouthEast") && (Client.get("Client Owner") != "Bill Belichik")) { NewOwner="Bill Belichik"; } else { NewOwner="Some Other Cheater";
Add Cases to tasks, notes, calendar integration
It would be really useful if it were possible to either create a case from an email or add an email to a case that has already been created. In addition, it would also be a nice feature to be able to email from within a particular case so that the correspondence is captured and tied directly to the case. Similar to being able to email directly from a "potential" case and adding email correspondence to that potential deal.
How can you associate multiple leads to a single event?
When scheduling a meeting with multiple contacts in a company, I need to create one event that shows up for all of the leads present at the event.
Heads Up! Redundant information to be removed from email reports
This post is to inform you in advance about an update on email reports, which will be made effective in about a week's time from today. The Email Modified By and Email Modified Time columns will no longer be available for Email Reports as emails that have already been sent cannot be modified. When this update has been made, you will stop seeing Email Modified By and Email Modified Time in the Email reports. Also, across email reports, be it during creation of new reports, or columns in existing
Restricting What Other Users Can See
I run a small consultancy and I want to allow a number of external associates that I don't control to have access to certain Account Data in my Zoho CRM system. Is this possible? If so how do I do it? Thanks Mike
Role Based Record Types
Is it possible to create different Potential Record Types based on Role? For example: We have 2 different salesperson types, New Sales and Reorder Sales I would like to create record types based on these. New Sales Personnel would have a different group of Pipeline stages than our Reorder Sales people. They would also have the option of choosing which record type that they could pick from in the event of rollover calls. So, when creating a new Potential there would be a picklist option to choose
Next Page