Worklfow automation, please help me!!!
Hi everyone, I would like to solve some questions about workflow automation. I would like to create a rule for the most important accounts that my company have. So I would like to trigger a rule every time that one these accounts' turnover goes down. So my Sales Rep can keep track on those accounts by creating a task. for them. I have the Standard version by the way. If anyone have any idea to sort I will be pleased. Thanks in advance.
Limit on contacts and on import?
Hi I am being blocked on my contacts tab stating that i reached my max limit. I have about 7 contacts ONLY. Can you please check why i get this? Secondly i can now also only import 43 or so records. Is there a hidden limit on how much i can import in total? Can that be reset? Thanks Philipp
Combine information - create view from Contacts and Account information
Hi There Can someone let me know if its possible to combine views, e.g. I need a view in the module contacts with information about the account. Account owner is selectable but not the field Rating. How can I add this information to to Layout Contact and to the view of the Contact? May this is very simple but I do not found results from the zoho-help. Best regards Anna
Thinking of upgrading to Professional, but have a question
I am interested in Zoho CRM Professional version. I want to trigger reminders based on Lead type (as shown in your video). However I am confused: in Workflow Management (on the plan comparison page) it says 'Time-based Actions' are not included in the Professional plan, but other aspects of Workflow Management are. http://www.zoho.com/crm/comparison.html I want Zoho to automatically remind me to follow-up with Leads and Contacts, based on Lead Status (or another field). When I follow-up I will
Update a contact's details through import
Dear I have a question, as I do not think we are using Zoho CRM in a standard way. We have a contact in the CRM (with information like a conference 1 that he attended). Imagine we import the list of participants of Conference 2 and that this contact (who attended Conference 1) is also attending. How can we import the list of participants of Conference 2 and UPDATE the contact's participation in the conference, without deleting the existing contact but updating it? Thanks Pascal
Batch\Bulk Update of Recording Using a Spreadsheet
I need to update a
Introducing New Features and Enhancements in Zoho CRM!
The latest features in Zoho CRM today include automation of approval processes, an option to book accommodation for your teams during events, and enhancements in the inventory modules. Take a look at each feature to learn more! Approval Process Automation Often, there are instances in business when a certain task requires the approval of one or more decision makers. For example, a sales rep offering a discount to a customer may not be able to do so until his senior manager approves it. When this
Difference betweeen an Account record vs. Vendor record?
What makes the distinction between an ACCOUNT and VENDOR? They almost seem the same?
Widget "Zoho CRM - Affordable On-demand CRM"
The widget in GMail must be optional! It is poorly designed. Takes too much space. It is visually invasive (does not fit with the rest of the GMail theme). Please remove it or at least make it optional. I will leave Zoho CRM just because of this issue.
Multiple Picklist field does not work in contacts
In my laptop (Mac) I created in contacts a multiselect picklist field with some text values but when I want select one or two or a few selections I can not do it. However in my iPhone I can do it, Why? after that when I check the same contact in my computer I can see correctly the selection.
Synchronizing CRM from Book
We initially started with Zoho Books, so our Customer and Vendors records, need to be synced with Zoho CRM. Based on what I understand of the syncing process, it push one-way from CRM into Books. Is it possible to sync from Books to CRM. Thanks
problem with executing xpath and iterate task
hi i have encountered a problem extracting key values pair from after using a "post url " function i used the following script: contData=map(); contData.put("TransType","C:INSERT"); contData.put("Username","username"); contData.put("CompanyCode",CompanyCode); contData.put("CompanyName",FirstName + " " + LastName); contData.put("CompanyAddress",MailingStreet + " " + MailingCity + " " + MailingState + " " + MailingCountry + " " + MailingZip); contData.put("CompanyEmail",Email); contactDetailsMap =
I can not do the research of products in my custom field
I have created a my custom field with a my custom code for every product; in the old version when I researched my products, I put my code and I had my product. NOW NO!!!!!
Updating a record based on a date in another field (automatically adding time to another record)
Hi, I have a custom module I have created for construction and property based transactions. One of the functions that is increasingly becoming more and more important is the ability to automatically populate dates based on dates within the same module. For example field 1) is updated with a date. I would like fields 2) 3) and 4) to also be updated based on the date that is entered into field 1). Here is what I have tried: I can create a formula to auto-populate each field but then the fields are
Stage advancment
How can I set up a workflow rule that will automatically advance the stage of an account based upon the type of email set?
Invoices pdf corrupted
Hi, yesterday I realized that invoices pdf is impossible to download. The pdf file generated is corrupted and it's impossible to open it with any pdf reader. I don't know if something has been changed since invoices where ok before yesterday. Please help very soon! Thank you Veronicac
Attachment not working properly with ZOHO Doc's
I really like the new attachment scheme however. There are issues. 1. Attach from desktop works as normal 2. Attach form Google works 3. Attach from ZOHO gives me the following pop out screen and there is no way to do anything nor exit. Yes, I am already logged in. Please advise.
Cannot be saved
Hi Good Day! I tried to click Save but it keeps on saying "Please enter a valid website" . What do i need to do ? Thank You!
old text with character limit had changed in "small" character limit
My custom text field without character limit had changed in "small" and I have forgotten al lot of text!!!!!!!!!!
Mailchimp / Zoho integration fails - keep saying "please check username and password"
I tried to integrate Mail Chimp with several Zoho accounts and all of them generates an error message "Please check your username and password" Zoho subscription: Standard Mailchimp subscription: Free PS: I have contacted Mailchimp but their solutions didn't help PS2: I do input the RIGHT login/password combination! Thanks in advance for your help Abdelkrim BOUJRAF http://www.amia-systems.com
How do you make the Campaigns Table visible to ZOHO Reports
Hi I can see the normal tables from CRM in reports - Leads, Potentials and have used these to build some tables that give me conversion ratios by lead source, by month year to date etc. However, what I would like to do is relate this information to the marketing campaigns so that I can see cost of lead, meeting, sale but can't see how you can access the Campaign table in Reports. Any advice? Nick
Migrating Data
Hi i have exported some data adjusted and need to reimport these but the default fields i selected that must be filled in when a new account, is also active on this part of the crm. Can i please ask the Zoho team why this is so as it should not be, they are totally separate areas of the crm all i am doing is reimporting. I think this should be removed, i don't like to keep changing the fields to do a task that that is not related to it, i view it as taking extra unnecessary steps and is time wasted.
Appointments in Zoho CRM with email
When I receive a meeting request in an email message within the CRM application, it is added to Zoho calendar instead of my CRM calendar. This does me no good. Email should be more tightly integrated with the CRM application. We pay for both so that they can be used together.
Bug in purchase order layout/form
When building a PO, the "bill to" fields are auto-filled with the contents of the address of a custom field I have included in my layout. The attachment will not mount, unfortunatelly
Creating Orders with filtered contacts
Morning! Following the myriad abhorrent side effects of the changes you recently made to the inventory system for Zoho CRM which have massively damaged our ability to operate as a business, there continue to be issues even after affecting a work around. The most painful of these is: When entering a new Sales Order record, once we have picked a Client, the Contact field no longer limits the options by the chosen client...it just shows everyone. Now, had this always been then case then that's all well
Basic Questions - we don't start from Leads? Shall I do a custom module?
Hi there - pretty new to Zoho CRM 1. OK - with Leads in our company we know who the customer is (Accounts / Contacts in Zoho) - and we would I guess jump straight to "Potentials" - which should work with some modification. Does this seem logical? 2. So the next thing is that I will have to modify the Stages in the Potentials module a bit. Which should be fine. Will this affect anything I can't think of? 3. The other issue is that when in Zoho you go to do a Quote the Subject is a mandatory field
Can u change field names for standard Zoho CRM fields?
I don't see a way and guess the answer is "no"? eg; change "Billing Province" to "Billing Suburb" Or do I create a Custom Field? Thank you Brynley
How to custum a label?
Hi everybody When i print a label of prospect the information are not what i want... so how can i custom this information ? thanks for your answers
Formula field - calculate invoice value
Hi all I want to use three fields, Arrival Date, Departure Date and Weekly Rate to calculate a field for Total Invoice. If the difference between Departure and Arrival date (length of stay) divided into number of weeks leaves a remainder of more than 3 days, I want to round it up to the nearest week. For example 3 weeks and 5 days I want to round up to 4 weeks, but if it is 3 weeks 2 days then to calculate the exact amount for 23 days. So basically I need a working If statement: Here's what I came
Cubby Intergration
Why doesn't Zoho support Cubby integration? Cubby in my opinion is a much better cloud storage service than Dropbox and I was just wondering why Zoho doesn't allow integration as it does Dropbox and Google Drive.
set up outlook plugin
Do you have to be administrator to install the outlook plugin for zoho crm?
Adaptation des champs + tous les champs dans iOs
Bonjour Madame, Monsieur, Dans Zoho CRM, j'ai compris comment modifier une section mais je veux aussi modifier les champs dans la section (cf. fichier joint). Comment puis je faire ? Si la solution est de prendre un premier abonnement standard pendant 1 mois, est ce que les modifications prises en compte pour ce mois seront maintenues par la suite, même si je ne maintiens pas mon abonnement ? Sinon, que deviennent les champs ainsi modifiées et les données enregistrées ? Par ailleurs, tous les champs
EDITING OF QUOTES
May I know why I can no longer edit products in a quote.. I can only delete but not editable.. Previously it can be done but now it is totally different. Kindly add option also to insert a product in a quote. Your response is very slow. We will be stuck if we have problems like this. Best Regards,
Using custom functions with Product Details
I am wondering if anyone has built any custom functions that are associated with the Product Details section of the Quote module. Since Zoho gives you the option to add the "Product Details" field as an argument when creating a custom function for the Quotes module, I thought I would give it a try. No success, here, though. Has anyone else had any success using this in any way? Just curious.
Currency Fields doesn't allow negative values
There is a new validation that currency field must be positives. This validation wasn't implemented before and we are using currency fields that we need to input negative values, what can we do to solve this issue? Thanks!!
Can not add customized form to related list
I have customized contacts and renamed them to HD customers (Home delivery customers) I have created a customized form called REFERENCE ITEMS via the CREATOR interface I then link the form to CONTACTS to create a RELATED LIST The link stops working after a short while When I go back to the link the system now assumes I'm linking to LEADS rather than CONTACTS Can you please help Thank you
Receiving mail from multiple email accounts in zoho crm
I use zoho mail and zoho crm. I have multiple email accounts. The bcc dropbox feature is a great way to automatically capture outgoing email from different email accounts and still show them all under the contacts, lead etc in Zoho CRM. Is there some way to automatically capture received emails from the multiple accounts and show them in the respective area in CRM? The system is set-up to automatically pull in from one email account. I am just missing emails from the other accounts. Please help.
CRM too slow to use
Any particular reason that CRM is taking several minutes to load each page today? Doesn't seem to matter which user or which PC is being used.
Can u delete a Module from CRM?
Hi there (last post for the night!) The Products module in CRM is sadly not what I can use (it does not do uniqueness check on the Product Code) so it looks like I will have to create it in Creator - but of course I can't call it Products in Creator as that name is already used in CRM... Any ideas? Thanks Brynley
not receiving emails after export
Hi, Lately, I have not been receiving emails after my exports. They always use to come right after I exported but they suddently stopped. I don't recall changing any settings. Any suggestions on what happened?
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