Auto-Set Quote Stage when Converted to Sales Order / Invoice
Anyone know if it's possible to automatically set the stage of a quote when you convert it? I know when you convert it, the convert buttons disappears so you know it has been converted but it would be nice to set the stage to "Converted" or similar so you can easily glance through a list. I'm on enterprise edition and have access to custom functions. thanks in advance for your help
Get status of a task created by a workflow
Hello, One of my workflow in Zoho CRM create a task (module Activities) as a follow up. I want a second workflow in Zoho CRM to, after a date trigger, be executed only if the task created in my first workflow is not "completed". How can I get the status of the 'linked' task in my second workflow ? Thanks for your help. Regards, Sylvain
Syncing with Mail Chimp
What are some third party apps You all use to Sync Zoho with mail chimp? I would like to be able to have mail chimp automatically tell Zoho about bounce backs and invalid email addresses
Contacts related to Vendors not visible to others
Dear Team, I have 2 specific queries : (1) I want Contacts that are related to Vendor Records to be visible to Selected Profiles. We do not want Contacts related to Accounts to be visible to other Roles. (2) We want Accounts / Contacts / potentials / records to be visible between 2 Profiles / Roles. Tried a lot, but couldn't get through these 2 things..!! Help...!!!!
Problem creating Lead/Potential/Account record using insertRecords api
Hello. I am having a problem implementing the insertRecords api on my website. I am using the AJAX method to Post the request, but I am getting a code 4835 error message when typing the url in my browser. I am able to successfully insert a record in the Product module, but not the Leads, Potentials or Accounts module. Why is this? What am I doing wrong? Any info would help! Here is my url: https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=xxxxxx&scope=crmapi&wfTrigger=true&version=2&xmlData=<
Customization Fields
Hi there, Can anyone help please? I am trying to customize the Fields - in particular in Leads. Only very few fields have the 'edit' option. I am looking to change the address details and insert an additional line, change 'province' and make it more like a UK address format. Why is there not an 'edit' option for this field? Thanks so much
Creating a list or report with Unique email address
Hello! we recently sent out a " Happy New Year Email" using mail chimp- which had email address from zoho.. According to Mail Chimp, Out of about 1500 email address-250 of them bounced. Each email address is unique. Is there a way to pull a list of all these 250 and mass update them? they dont have a common feature.
2 meg limit on Word templates
I have a number of templates that are pushing just over the 2 meg limit for Word templates. They allow me to upload, but sometimes the merge misses some fields. Is the 2 meg limit causing the merge issues? Lanny Brown
Multiselect Pick List
Scenario: My company offers different services to our clients. Often times, a client will hire us for more than 1 service. I have created a "Services Proposed" mutliselect pick list field in my Potentials module so I can track what services we are proposing for each potential client. When I try to select more than 1 service in that pick list, I am unable to do so. The field only highlights 1 service. How do I select more than 1 service in the multiselect pick list? It's not really "multiselect"
Adding logos to accounts
I love the option to add a photo to a contact it makes it personal and easy to relate when you are talking with someone. It would be a good idea to allow a downloaded logo image for account (companies) To allow for the branding image of which company you are working with. This would be helpful for graphic designers, and anyone that needs their IP artwork as well as make relate able feel to the company profile and when looking at a contact to have access to both their photo and the logo of their
Web to lead form doesn't generate lead in CRM
I've installed the code for a web-to-lead form on my website. When I test the form, it redirects to the thank you page I specified, but no lead is generated in my CRM. I've searched for similar topics, and have already checked the following: 1) I do not have it set up to require leads to be approved. The web form does not generate a lead in the approval queue. 2) The domain names in the form code are set to https:// instead of http://
Can't find email setup
I've setup email for my crm account (i'm hosting my domain email with zoho as well). (i've used it to send email, so it works) I'm trying to find the settings to troubleshoot a problem (sent emails not showing up) and following these directions: https://www.zoho.com/crm/help/email/configure-imap-account.html but the path (setup->personal settings->email settings) doesn't exist on my crm account. Help?
is zoho crm unlimited user?
hi. good timing... is zoho crm unlimited user? -------------------------------------- نرم افزار CRM - CRM نرم افزار مدیریت ارتباط مشتری نرم افزار - مدیریت ارتباط با مشتری نرم افزار - نرم افزار مدیریت ارتباط با مشتری
Changing details on multiple leads simultaneously
How do I input data in multiple leads in the same field at the same time? Or is it possible to do this?
Update custom field properties edit does not save
Hello, I have added a value to Activity Sector inside Contacts and saved. The new value does not show in the relevant field in the contact page. Can you please have a look at this. Best Guy
Duplicate Leads (Companies / Persons)
I have set up Zoho so that there are no duplicate emails allowed, is there a way to set up Zoho to not allow more than one company name being created? i.e. I don't want two of my sales guys looking after one company because two individuals have requested a quote from us? I'd want one Sales Rep looking after the whole "account"? Many Thanks SP
Data export from CRM
When exporting CRM data my custom check boxes are not showing up in the available fields. The email opt out check box is showing up but not the custom check boxes. I'm using a webhook to connect to another service and all the fields show up except the check boxes.
Why does "Name" not transfer from Lead to Account ?
I've tried mapping fields but still can not get the First/Last name to transfer from Lead to Account upon conversion. Any help is greatly appreciated!
Merging duplicate leads in free version
I am curious is it possible to merge leads and accounts with the free version of Zoho CRM?
Export Options
If I export my leads, will they be removed completely from the CRM?
Lead/Contact name on browser tab
When you have several leads open in your browser, you can't see the name on the lead so you have to click through all to find the one you are looking for. It would be nice if the browser tab was even more detailed when you are looking at a lead or contact.
Looking for best practice workflow ideas for "Speed calling" in Zoho CRM
Does any other Zoho CRM user have any ideas on how best to approach a workflow to using Zoho CRM effectively in the case of making call after call after call? Our sales people have daily sessions where they do marketing/sales calls one right after another. They are seeking information and our interest in appointments. They are calling on either new leads or recycled leads. They like to work from a master list and record activity at the contact level quickly and then move on to the next name on
What is this? This came up after I imported products into a new client's zoho crm instance?
I imported products into Zoho and this is the layout I see under an Account record
Generic Email Address
Hi, We have 2 users for our google aps/zoho crm account for example name1@ and name2@ however we use a generic email address for all customer contact info@ what's the best way of setting this up so the mail integration works in Zoho CRM, so we can check, assign and respond to emails under our own account name1@ but be working on info@ email account?? I hope this makes sense Regards Heath
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.
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