How to create a rule where the new lead is assigned to the user who previously managed it
Hello, We have a call center in our corporation with 3 operators (3 users). A rule that we want to establish is that every new lead that arrives automatically by the web form (on module lead) must be assigned to the user who previously managed it (as a contact or as opportunity) In other words: 1. If the lead was never in the CRM must be assigned to the administrator user (a user x) 2. If the lead entering the CRM , and previosly it has already created by a contact and has an opportunity asisgend
How do i change the product portion in account view
Hi im looking at the accounts page view and part of the page shows related products purchased, i need to edit the fields shown , but cant find where its located - its not in the account page or product page, how is this called to the view?
Product Customisation
Hi - new user to Zoho - probably a simple answer to this so apologies in advance. I want to add a product list to my crm package but cannot see the option. I have a standard subscription which seemed to suggest that I can add and customise products. Thanks, Adrian
Help editing Account view to show new module
Hi im trying to add a new module into account view and cant seem to find where the view is edited - it only shows the basic account details when i try to customise - the linked modules shown in default view doesnt show ain edit.
Unable to select a role
Zoho CRM says that I get 10 users for free. I'm trying to test this out and it will not let me add a role for more than 3 users (2 plus myself). Why is this?
Syncing Changes from Contacts to Potentials
Hello, How can I make sure that the person data between Contacts & Potentials is synced up? That is, when I view someone in Potentials, they are having the phone number of the same person as they are defined in Contacts?
View editor: cycle through filter names by hitting first letter broken
Hi Support When I create a view and add a filter, I would like to hit the first letter of the field and have the highlighted row jump to the first one with the matching letter in the order they are displayed, then if I hit the letter again it jumps to the next one etc... If you see from the screenshots, this doesn't happen, here I have hit 'c' once and it jumps WAY down the list. If I hit C again it jumps back UP the list and from there no change. I think your tab order or whatever it's called when
CRM & Forms integration
Hi, I'm using Zoho free account to evaluate the system. I wanted to test lead collecting via contact form. I've created a contact form and in integration module I have assigned fields that supposed to be collected in Zoho CRM leads module. Then embedded that contact form on a website. The form script seems to be working fine however leads are not showing up in Zoho CRM/Leads. I would appreciate if someone could help me understand what's the problem here. Thanks
Appt. Date & Time... field will not stay blank (as of today)
I have a field that is titled, "Appt. Date & Time" and the corresponding fields (before today) would let me change the date and time, or leave it blank. But as of today I cannot change it and leave it blank! I imagine it has something to do with an update. Does someone else have the same problem? Fix?
Can we maintain all property portals to single platform form like kapture
I want to be free from tracking the leads from Property portals like Commonfloor, 99acres which KaptureCRM is doing and Share with team with social profile or emails
Leads. Logistics industry
Hello, When I add a new lead, there is an option to choose the industry but I can't find logistics in there ? I am trying to add companies that are in the logistics business, warehouses and such. Best regards, Kristjan.
Auto determine County from US Zip
Hi all, as a sales rep I have certain territories for multiple different lines. One new line has provided me exclusivity with counties in SoCal (San Diego County, Imperial, Los Angeles, Orange County, Riverside, San Bernadino, Santa Barbara, and Ventura), I have a list of all the zip codes associated with each of the counties however there are too many zip codes to create a single report giving me a list of all accounts for the given region (Zoho limits 25). I need to be able to pull only the contacts
REPORTS
Hi.. I am trying to use the criteria Contact Modified with "is after" today's date and an earlier time, however, the output is incorrect and when I go back to customize the criteria, the time displayed is not the time I put in, even though I saved it. PLEASE HELP!!!
Need to Change Sender In EMail Template--How Do I Do This?
If possible, I need to change the From address in a couple of email templates I've set up. The address that is currently there has a pulldown arrow next to it, which generates the following options: Current User's EMail Record Owner's EMail However, I can't seem to find a way to enter an address that is different from the default address. Is it possible to change the default address to something else? Thanks for any help!
Fields required before changing Status
Hi all, is there a way to 'force' users to complete certain fields before changing a record status? I don't want to use mandatory fields option as it might be that a 'contact' was created without an email address but this same field now need to be filled before user change 'status'? How do I make sure that certain steps are followed as part of a workflow?
Stop parent accont from overwriting child account address
Hi Many of my users have found an issue with assigning parent accounts. When a perent account is to an existing (or newly created Account) both the billing and shipping adresses are over written. Personally I can't think any reason that would be useful and it is wasting hours of our users time having to correct the adresses. Can this be fixed. Thanks Dan
Tab group order
I am trying to order the tabs in my tab group. I have a tab that contains all my Creator reports and I want then ordered like they are in the before image - Home, Client Briefs, SRAC, Call Sheets and no Projects but when I save the order it gets reordered Home, Call Sheets , SRAC, Client Briefs with Projects added on. What is going on? Why is this happening? Cheers
Discount applied after taxes is an accounting aberration!
Hi, In all modules in ZOHO CRM (Quotes, PO, SO, Invocies) an overall Discount can be applied in addition to the discounts per product. It's great and useful. A big issue though is that you put it AFTER taxes. In addition to not fit any financing/accounting standard, it messes with all possible reports. Piloting the business in this context is VERY hard. There can't be any clear view on the cash. It's a strong drawback for ZOHO, renders it almost useless because for any business, particularly SMBs,
Being Able to take a customer Application for a Product and have it linked in Potentials Module
I am in the insurance business and we need to take applications from clients all the time. Is there a way to take an application and have it linked to the potential's module for example?
Filtering Product Lookup for Related List
I add products to contact records in a related list. My products change often, so I have a custom check box field to indicate if the product is active (True) or inactive (False). Is there a way to have only Active products display in the lookup when adding products to a related list?
Error editing formula
Why editing custom formula field gives me an error? If(${Contacts.Type}='Person','1','2') MISSING QUOTES
Get RelatedEvents from Sales Orders - mismatch data type error
Hi, I'm trying to get the ACTIVITYID of a related event. The parent module is SalesOrders. The code snippet below keeps producing a error Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING eventResp = zoho.crm.getrelatedrecords("Events","Salesorders",salesOrderIdStr,1,5); count = 0; for each rec in eventResp { event = eventResp.get(("ACTIVITYID")); count = count +1; } info event; info count; Anybody have any idea's?? Appreciate any help / suggestions
Desktop version
Hello there, Do Zoho offer free CRM desktop version?
Reporting All Campaign participants Leads & Contacts
How can I get a Campaign report that list both leads and contacts in a single column. For example I'd like all campaign participants first names to appear in one column regardless if they are a lead or Contact, and same for last name, company, email etc. Is there a way to create such a report?
Can't open attachment from Zoho mail.
Hello, I’m a new user of Zoho CRM and having troubles with opening some attachments from my mail. I think the attached files are damaged but I cant figure out what the problem is. When I send the mail with my gmail account there is no problem. I can open the attachment normally. When I’m looking at my mail in the synchronized Zoho account, I cant open the attachment. In the mail the damaged attachment begins with error: ?ISO8859-1Q? followed by the title of the file. When I click on the file it opens
Integrate all fields of signup page details from magento to zoho crm
Hi, I have installed zoho crm extension in which only email address and name have been integrating with zoho crm remaing fields like company name, images, phone number etc are not integrating with the zoho crm can you please explain how can I achieve this I have added all the details in the zoho crm but no change.
Unable to view campaign details
Unable to view details for this specific campaign in ZohoCRM: https://crm.zoho.com/crm/EntityInfo.do?id=1111295000001440003&module=Campaigns The others are fine.
Relation between module records depending on module ids.
It is very important you add this feature. It will be better that it will be possible to make relations with parent modules via passing parent module ID in a lookup field when inserting or updating some record via API. For example if I create my custom module and i want to add a record into it via API it is impossible to make relation between this record and lead bi lead_Id. For now only by lead name. This is unusefull because lead name can be repeated in other leads.
I can't open the attachment in my ZOHO mail,
Hello, I'm a new Zoho CRM user. My CRM is connected with my gmail account and is synchronized. When I send an email from my gmail account with a PDF attachment to a client it works. When I go to this client in ZOHO CRM and open the mail, I can't open the attachment from that mail. I get the following error in the mail: =?ISO-8859-1?Q?, followed by the titel of the attachment. When I open the attachment, I get a blank screen. I googled the error and from the results of it, I think it is a language
Where are my potentials going?
I am calling: /crm/private/xml/Potentials/insertRecords With the folliwing test data: <potentials> <fl val="Amount">3280</fl> <fl val="Closing Date"> <![CDATA[2016-03-03 18:00:26]]> </fl> <fl val="Contact Name"> <![CDATA[Dan Smith]]> </fl> <fl val="Contact Name"> <![CDATA[Yes]]> </fl> <fl val="Item 0"> <![CDATA[Three Tone Basket - Blue Interior]]> </fl> <fl val="Item 1"> <![CDATA[Changes (White)]]> </fl> <fl val="Potential
Warning when e-mail contains empty field
Sometimes e-mails get sent while some referenced fields (${Contacts.Field}) they reference are still empty. Especially new employees sometimes forget to fill in some fields before they send an email to a client for example. It would be nice if you got a warning when the e-mail you are sending (either manually or with a macro) contains at least one empty field. I don't know exactly what the implications of this would be. Maybe some people rely on empty fields so either one field or another gets displayed.
Zoho CRM - Projects
When I try to create a Project, I do not have authorization. How can I fix it? This is the page: Unauthorized login to this portalPermission denied to access this portal. Check your portal URL again.
Script to Auto Delete Closed Tasks
Hi Is it possible to create a rule that will auto delete any closed tasks as i always forget to delete these or if they could be automatically deleted after say 3 days as a fail safe?. They just clutter up the accounts and elongate the page. Thanks
Workflows - How to verify it works?
Hello, I'm new to Zoho and have just set up a Workflow. My action is "Assign Tasks" and I just triggered it as a test. How can I verify that it will work instead of waiting 14 days (which is when my first task is to be created)? I've attached a screenshot of my workflow. Thank you!
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
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