Auto populate fields from one module to a parent module
I have a potentials form with the name changed to INITIAL EVAL. on this form I have one txt box labeled Plan. In a different module Events renamed to Daily Notes. I have a similar txt box labeled Plan and a multiselect field labeled Restrictions. I would like to have the field "Plan" in the INITIAL EVAL module updated with the data from the fields "Plan" and Restrictions" from the Daily Notes module. These are linked together by the PotentialsID i think. I believe I need to set the restrictions
Sending Multiple Events
We have a contractor we sent 5 events to a week - is it possible to send all 5 in the one email?
I get the value of a lookup field instead of ID, in a custom function
Invoice is a lookup field of a custom module (payments), related to the invoice Id. The problem: I get the the name of the Invoice instead of its ID What is wrong ? void workflowspace.RollUpPaymentToInvoice (string Invoice, float Payment) Edit Arguments ID = input.Invoice lareponse = zoho.crm.updateRecord("Invoices" ,ID ,{ "Paid" : input.Payment} ) ;
Trigger to notify Lead Owner if the Lead Stage is not changed within 1 day from Lead Creation date
Hi, I'd like to create a trigger to notify Lead Owner if the Lead Stage is not changed from Open to Contacted within 1 day from Lead Creation date. This looks like a Time-based action but the problem is how can i check the lead stage before setting a Time-based alert? Regards, AMR
Releasing Email ID from Zoho CRM
Hi there, I am the administrator for my company/organization when it comes to Zoho services. I have recently created the CRM for my organization, as well as company email accounts (powered by zoho mail). Before I could invite users for the oganization's CRM, one of the users had logged into the Zoho CRM by mistake. His email is thus associated with Zoho CRM as well, and I am having trouble adding him as a user for my organization. When I add him, the error message says 'This Email address is already
Formula Field question
Is there a way to use the Formula Field (or perhaps some other method) to show the total number of Sales Orders associated with a Contact?
Free Addition - Import records
Hi, I'm using the CRM Free addition. Importing my data. In my last try I've got the message that I've reached the limit of 5000 records, Buy the count of contacts and Companies that I've counted shows 4472. My last import is less then 500 records, so it should be OK. Why I can't import more contacts. Please help. Thanks in advance. Ami.
More than 1 postal address - depot/site addresses
some of our accounts contain more than 1 postal address such as depot's or site addresses. is it possible to insert/link these addresses to ONE account?
Event: invitee fields
It would be helpful if we could access the Event "invitee" fields in Reports. Is there a way to send email notification to invitee when there has been an update to the event?
Customisation of Fields
Hi I just signed up for the entrepreneur edition, and am having problems customising fields on the leads and contact form. Is it possible. I need to import a spreadsheet and have different headings.
Unable to create an account of my colleague .
Hi, This is Aanchal from Aerobe Medicare (India). We have recently subscribed to your ZOHO- Enterprise version. I am unable to create an account for my colleague to give him access . Could some one guide us the way to do it please ? Thanks ! Aanchal Arora aanchal@aerobe.com
FAO DEVELOPERS - Office Opening Hours
I don't know about other users on here but Zoho support team always seem to call well after when our office is shut 5 pm GMT. Our opening hours have been made known at least 7 times including to the sales rep. I would like to formerly request that you create a field in the software that your staff use (as I do not think they use Zoho CRM), to enter our working hours and ask EVERY USER what hours their workplace are open and what hours specifically that they are typically available each day. I get
PDF Hyperlink on Quotation Template
Hello, we have been trying for awhile now to find a solution to what we need, each of our products has a hyperlink to their respective datasheets (located on our website) however when we create a quotation we want our customers to simply be able to click on the hyperlink to view the datasheet. However we have got as far as adding a hyperlink to the quotation but our current challenge now is to be able to hide the full link under a single word saying "PDF" instead of the entire link being visible
Change field name
Hello, I´ve created a new section in "contacts", and dragged a few items there. I need to change these items descrition, in order to match what I need. Is it possible? I´ve tried but with no success. Thanks in advance. Kind rgds, Francisco Nascimento
Junk categories for records associated with a contact, all called "{0} Name"
When I open a contact to view the information, if I scroll all the way to the bottom, I see 6 junk categories called "{0} Name". This is where you also see the associated records for Open Activities, Closed Activities, etc. The link to add a new record takes me to the Create Lead form for 5 of the categories and 1 of them links to the Create Contact form. These don't show up under Leads, Accounts or Opportunities. I've attached a screenshot of the issue. I have two ideas on the cause, though these
Cannot view Zoho Calender Events for all owners
We use the calender to assign events to each other within the company relating to cases. I have just tried to create an event and assign and the system seems to have changed. The calender no longer lets me view my colleagues calenders so i cannot see their schedule. Creating the event is also different and although it will allow me to change the owner to my colleague, it means i can no longer see the event to edit etc. Can someone please advise on how we can all view each others schedule of events
display Type of discount on my quotes
I would display the type of discount (and the value) that I'd selected for my quote on PDF; is it possible?
Zoho adding is taking my calendar info and adding them as events?
How do I stop Zoho from connecting with my Outlook calendar. I do not want my calendar information being added as events. Thanks!
Error: Quotes Missing
Hello, I am trying to make a custom field which returns a number depending on the option of a pick list. the syntax is: If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Degustación'),59900,If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Velada Gastronómica’),139900,If(Contains(${Contacts.Redención TSG 1 Mayo},'GOURMET Invitación Gastronómica’),279900,If(Contains(${Contacts.Redención TSG 1 Mayo},'RELAX Instante Deluxe’),79900,If(Contains(${Contacts.Redención TSG 1 Mayo},'RELAX Instante
Search bar using 1-click navigation?
Problem: Currently when you run a search using the search bar in the upper left it links you to the global search screen. You then have to find your record and open it from this screen. Step 1) Type contact/account/etc in search bar. Step 2) click search. Step 3) Find contact/account/etc. Step 4) Open contact/account/etc. This process creates many unnecessary steps and slows down daily workflow. Solution: I suggest the search bar that auto-populates as you type. This would allow users to begin
How do I format contacts view?
My contacts view looks like a spreadsheet nightmare. One long field for email, the phone. Name is last, and company has become "Vendor name." How can I make it look like something usable: Name, company, email, phone...? I can't seem to configure the view for ALL the contacts.
Contact information missing on scheduled tasks
Greetings, My company makes use of Zoho CRM system to manage customers, franchisees, etc. is going through a serious problem that is affecting our franchise support. In these last days, the contacts of prospects (from the web form, converted or not), after scheduling service of two users, have become missing at the scheduled tasks, making it impossible to know who we are contacting and answering to. This situation had already happened a few times a long time ago, but lately have occurred with frightening
Getting multiple task reminders in Chrome
Every time I set a task reminder in chrome, I get multiple pop-up's for a single event which is annoying. Any idea how to fix this or why this is happening?
Lead Source
When importing a lead list I am able to customize the lead source. When manually entering a lead, I have to choose my lead source from the given menu options. Is there any way to enter a customer lead source on a manual lead entry? High Check/Low Tech ;)
Feedback for Vino
Vino was absolutely perfect. He was extremely clear on what had happened and how to fix it. I also had several other questions that he answered for me. I also appreciated how patient he was with me as I have just recently taken over handling the CRM. He was very kind and a pleasure to work with. If I call back in again I hope I get to work with Vino! Thank you Vino!
Error sending email
When I try sending email with my pop account I get the following: Reason:sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target
Calendar format
Hi there - When I click on a date, it brings up a calendar which now begins the week with Monday. How do I change it back to the week beginning with Sunday? Thank you.
Sending Invites to Users: Asterisks
When an email invite gets sent to a user, we are getting the following in our Subject line withing the email when using Asterisks. The asterisks are before and after Join Me. Invitation: **Join Me** UC Davis Setup and Training on Wednesday, July 09, 3 PM - 3:30 PM.
Make the web-to-lead Email Notification log as an "Emails" event
The web-to-lead form and custom email notification to the prospect is great however the email the prospect receives is not logged in the Lead record. Before moving to Zoho we used SalesForce this function was available in SalesForce. It's critical as the sales rep knows exactly what emails the prospect has received. At the moment there is no record of this and the sales rep has to keep local copies of each email template and based on the 'Lead Source' look up which template the system would send
Intermittent Speed Issue
Sometimes works at a reasonable speed. But often takes a long time to get from screen to screen.
Referral Program
How can I successfully add a referral program to Leads that has a start date and expiration for a payment to be made to an outside lead source? After 90 days from the referral the lead can be reassigned to someone else but i want to create a report and pay a referral partner if the lead closes within the 90 day period.
Lead conversion with activity
Hi, when a lead with an activity is converted into account+contact+opportunity the activity is then connected to the opportunity. How can I change it that the activity is automatically connected to the contact? Kind regards, Philippe
pipeline by stage options
Am I able to create a separate description for each probability so that I can group multiple probabilities under a single stage. I know that I can already map multiple probabilities to a stage but then I would lose the description of that probability, hence my question. For completeness i have the following probabilities: 10% - Lead 20% - opportunity identified 30% - Presentation 40% - agree to receive proposal 50% - Proposal submitted 60% - Shortlisted 70% - positive due diligence 80% - preferred
Consolidate stage probability for 'Pipeline by Stage' report
I currently have 10 stages in the pipeline but want to consolidate the stages to just 4 for the 'Pipeline by Stage' report, is that possible?
Releasing an Email ID from Zoho CRM
Here's the story. My company has an overall IT and Systems Administrator who has been working on setting up Zoho accounts for the company. Presently, he has set up Mail and CRM, among some more apps. While he has already set up an Organization in CRM, he has yet to invite me to be a user. Not knowing that, I logged onto Zoho CRM using my Zoho mail account, which ties my Zoho Mail ID to the new CRM account. Now, when the Administrator tries to invite me to join his Zoho CRM organisation, it says that
CRM Mass email tracking
I sent a mass email to about 120 leads. I sent this through the CRM. I thought these sent emails would appear under each lead in their profile under the email section. I do not see anything to indicate that these emails were sent. Is there a way to track these so when a lead contacts us we can see that they were sent an email?
Ongoing Project Management Module
Wondering if anyone has a recommendation on how to best customize our Zoho CRM to have ongoing projects, associated with each account set up in our CRM. We are a marketing firm with clients that have ongoing services for SEO, Social and PPC ads. I would like to find a way to associate these services as an ongoing project, with the ability to share status updates, progress and focus to the relative account.
Syncing Calender to zoho crm for users
Hi, I have set up the crm for our different users ( sales reps)- how can I save time and have it so when we are booking a time for a customer in the calender that all the details will go into the CRM into his leads or potentials. I have set up the custom fields in CRM, so it matches with the info in the calender. If someone could assist that would be great. cheers Ella
Cant open attachements
Hello, I cannot seem to open up any of the attachments I put into the Zoho CRM. I have Chrome and a Mac. They open fine in Zoho docs. Is there something special I need to do? Thanks
How can I edit lead sources?
I have been using Zoho for about a month now. I am getting use to it. I do like some of the customization, but I am having trouble editing or adding information in pull down menus such as lead sources. How can I do this?
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