Formatting Zoho Web Forms
Hi, I'm now to Zoho, but have been involved with web development for a while. Using the web form creator I can produce a very nicely laid out form with the pretty little question marks for the field help that look great in the previews, however when the form gets pulled out of Zoho the question marks get lost and the help text either sits as a mess to the right of the fields or doesn't appear at all. It doesn't seem to matter whether we are using the embedded code, the source or the iFrame code.
Time Zone Auto Assignment - external call?
Hi, We get leads from all over the world. Even within North America it is an issue if we call someone too early, for example. Is there a way to call out through workflow scripts to automatically update a timezone field in Leads based on the City and Country of the Lead?
import activity
Hi Cannot import in activity module a CSV file. I've double checked if all mandatory fieldd are filled and the answer is yes! Tx for your help Herve
impact on stock numbers when a PO and SO are cancelled
I had a customer cancel an order that I'd had to create a PO to fill. create PO increases Qty Ordered create SO increases Qty in demand cancel PO has no impact on Qty Ordered - should decrease this number cancel SO has no impact until it is converted then both Qty in Stock and Qty in Demand are decreased - should only decrease Qty in Demand Am I following the correct steps to cancel both the PO and the SO? Thank you
Related List of a Standard Object
Hi, How can I add a related List of contacts to a potential ? Thank you
Accidentally downgraded Edition - please help
We accidentally downgraded from Professional to Standard (thinking that we were downgrading from Entreprise to Professional), and lost absolutely all info on products, Sales orders, custom reports - which are vital to our business. Is it possible to upgrade and see all the information back ?
Group Tasks by Opportunity / Potential - Create View
Hi, It would be very useful if you could create a view that grouped Tasks/Activities by Opportunity. Please let me know if this is possible. Thanks, -chad
add a component on dashboard error
Hi, I'm trying to add a component on my dashboard for open opportunities. When I select the open opportunities option from the drop down, I get the following error. You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Yet, it does not give me any options to select a grouping. Any help would be appreciated.
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
Is there a way to automatically import Zoho Campaign's "Unique Clicked" results into Zoho CRM as a Lead?
We do not want a sub profile to have access to Set Up.
We do not want any profile to have access to Set Up, so that the user with that profile is not able to change the settings, like: - Not able to change the logo / theme / organisational details, etc. HOW TO DO THAT....?
Documents synchronisation
Zoho CRM and Zoho Projects have documents. Are they synchronise between each other? If not, how I can organize backup? Should I download both separetly? Thanks in advance.
email alert problem
When i opened my email this morning.. all that appears in my zoho email alerts is the zoho Icon. no note with contact name phone and link to it.
How to restrict login by Ip address for users of Our organization from
How to restrict login by Ip address for users of Our organization from administrator account? Is it possible? Or it's only possible to restrict by user itself one by one?
Is there a basic implementation Plan I can follow???
IIs there a basic implementation Plan I can ollow for Zoho CRM? Thanks for your help!!
Adding products to multiple contacts
I run an events company and I would like to track every event that one of my leads or contacts registers for and attends. I think the best way to do this would be to add a product for that contact for each event they come to. I'm not sure how to automatically add this… Here is the scenario… I have an excel or csv file with all of the registrants for a specific event… with name, address, email, etc. I know how to import these as new leads or contacts, but what I don't know is how to associate
Follow
What is the use of Follow in Creating account? I have created the One new account ,there is one function is FOLLOW ,But i dont know how its working? Please explain to me.
Formula field consisting of Picklist and Currency field values
Hi I have a simple picklist "Installments Opted" with values {1,2,3,4}. I have a Total Fee which is a currency field. I want to create new formula field called "1st Installment Amount" which will be = If (Inst Opted =1, 100, (if (Inst Opted=2), 60, If (Inst Opted)=3,50,40))) I keep getting errors - Either return type error or syntax error. This is such a simple feature but been struggling to get it to work on Zoho I checked the forums, there are some questions that are unanswered for last 7
Column Layout
What is column layout and what is the differnce between one column and Two column?
Column Layout
Hi , What is column layout and what is the difference between one column or two column? There is no difference between these coulmn,I want to know about that.
I am Zoho Challenged, looking for top notch help
Thank you in advance.... I have been working hard and not smart while setting up the CRM. I own a Singles Club, we are B2C. We receive a lead, its called, appointment is set and if sold the lead is now a member. Questions: 1. How do I integrate my submissions form from my website and into leads? Currently it's being sent to my email, and my site was built by a web designer. When I do receive a submission form in my email it says contactus@havemoredates.com, and I have checked for that email
Bad drag and drop response of send_mail function in Custom Functions creation
When I drop the send_mail function in the CRM custom function creator interface, I get a 2 popups saying invalid. I can then no longer edit or submit the form for setting up an email. Tried on both Chrome & Firefox. See error message below: To recreate this error: Goto: https://crm.zoho.com/crm/ShowSetup.do?tab=automate&subTab=workflow Then: 'Custom functions' tab Then choose: 'send_mail' function' click edit (a few times) From the deluge screen you click on the pencil to edit the Sendmail parameters
Updating accounts from an import based on an unique account id
I have a legacy system (no api available) which has active clients in it. The system is really the master for the client list and is used in the company's operation. If a client changes address it is changed in the legacy system. Each client has a unique ID which I have created a field in Zoho CRM to capture it. On the first import of clients I can import them with the ID but is there a way to update them on future imports. I don't want to rely on contact name or company name because if it is
How can I send email from template in FREE edition
Hello.How can I send email from template in FREE ZOHO CRM edition?
Archived Projects - Alphabetical Order
Hello, An idea to make finding the archived project one is looking for easier would be to have them listed in alphabetical order. Best Guy
Replace Functiom
What is the use of Replace in mapping fiels? I am going to edit my mapping field,there is one option in pick list(Replace or Edit).So i am replaced in salutation from Mr to Sir.But it cannot replaced ,it only add that values.I dont understand how it is used.Please tell me the answer
How to restrict my users to login from their office computers only
Is there a way to restrict my users to login to my CRM application from their office computer only? Please help.
Assign a Task to a contact
Hi, Could someone please help me assign tasks using ZOHO. This is how I want it to work. I take multiple calls and would like assign call/Task to few members. I want to complete the task and report back. Click on Task and then add task. The task owner is Obviously me, there is no option or drop down to assign this task to someone in my contact list
Regarding Date/Time Formula Field
I have created one Date/Time formula field called Appointment Date time with IF condition. ie [ If(Dayofmonth(${Leads.Rescheduled Appointment Date/Time})==0,${Leads.Original Appointment Date/Time},${Leads.Rescheduled Appointment Date/Time}) ] This formula field should show the value either 'rescheduled appointment date' (if rescheduled appointment date is filled) or Original Appointment date (if rescheduled appointment date is empty) ,but it is working only when two fields (original appnt and rescheduled
iPhone capable phone Numbers
Can it be made possible to allow special characters in the phone number feild? Apple uses " ; " for extentions and by allowing this it would help a great deal for business phone numbers and vendors in the CRM.
'Zoho Campaigns' versus 'Zoho CRM Sync for Constant Contact'
What are the advantages and disadvantages of 'Zoho Campaigns' versus 'Zoho CRM Sync for Constant Contact''? Thanks!
Group Leads by Company, Status
Hey guys, just wanted to suggest you add a feature of grouping the List of Leads by fields. For example: If, instead of having a messy list of Leads, I want to see them grouped by Company Name, or Lead Status, or Country. Thanks, Raian
How to get lead/client name to show up on tasks
Hi Everyone, I am setting up my new Zoho account. I am wondering how do you get the lead/client name to show up on the home page within the task widget? For leads I found I can use the "related to" function to get the lead name and for clients I can use the "contact name" but I am wondering if there is a way to the lead or client name show up for one field. Attached is a picture, I erased the last names. Thank you.
Hide Convert Button on Sales Order Screen
Is there a way to hide the convert button on the sales order screen? We use sales orders but not the invoice portion within CRM.
Macro Emails - CC'ing myself
I've set up a macro to send out an email template to follow up on an enquiry. I'd like to CC myself so that I can clearly see when I've run the macro rather than having to type a note on the potential to remind myself. Is this possible?
Schedule (event) call and roll over event on calendar?
This will be the make of break for my using Zoho or moving on. The following is a staple for those doing sales with many calls. I must be missing the obvious? If a call is completed with a lead/contact and I need to call them in 7 weeks at 9:10 am, how do I schedule this event? How do I have these event roll over on the calendar? How do I schedule a 5 minute event (not a 30 min event)? Thanks!
Can you put the alphabet links (A-Z) at the top of the Potentials page instead of bottom?
Please?
Importing Contacts together with attached Potentials
Hi, I'm trying to import my Contacts, Potentials and Activities to another account. How do I do that in such a way the modules are not imported as separate entities? That is, the relevant potentials and activities of each contact are still linked and reflected below Contact Information.
Can I change the Y-Axis on Reports to show total amounts (monetary value) instead of just the numbers?
Can I change the Y-Axis on Reports to show total amounts (monetary value) instead of just the numbers?
Can't Manage to do this formula syntax
I have a DOB(date) field and a Decimal Field(Custom) that are already created and fullfilled. What I need is a new and automatic field that returns me the following: If the actual age is <= 50, returns to me the result of my (Decimal custom field) / 0,0048) or If the actual age is >= 51 and <= 59, returns to me the result of my (Decimal custom field) / 0,0018) or If the actual age is >= 60, returns to me the result of my (Decimal custom field) / 0,0008).
Upgrade from Old Pro to New Pro
I have ZOHO CRM OLD Professional and I want to upgrade to the new professional. But I cant seem to find out anywhere how to do it? Can someone please help. I need to get webhooks working as soon as possible.
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