How do I sort Leads list by last name first?
How do I sort Leads list by last name first?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
Microsoft Office Plugin
I read last fall (can't remember where) that the the MS Office Plugin was going to be phased out at the end of 2012, but I see it's still available for subscription. Was this news item incorrect? Thanks Lindsay Garrison
How do I get the Title column under contacts in the Account module
How do I get a Title Column to appear here? This is the Contacts section in the Accounts module.
android phone stopped working
I can no longer access my account from my phone. It was working fine, but I now get a message that I'm not authorized & to contact my administrator (which is me!) How do I correct? Thanks
username change
Is there anyway to change the username after creating an account so the email isnt part of the log in example: can i change lakers@yahoo.com to login just as lakers I already have an administrator account and I am trying to create a few user names that are linked to do that acct and i don't want the full email address as a log in. So can it be changed?
How to get statistics out of Zoho in an easy way?
Hi everyone, Pretty simple question here. How can i derive statistics form Zoho such as; total coldcalls, number of meetings resulted by coldcalls, number of meetings resulted in trails and finally how many trials resulted in subscription of our products. Any good advice here let me know pretty straight forward!
Add the possibility to have sections be shown or hidden depending on the status of a check-box. (On contact and lead record)
Hi, We are selling different lines of product to resellers, depending on what lines of products they are buying from us we are in need to record different information. It would be handy to have a function that allows a "Check box" that is checked trigger a new section to come up for that contact. Sections are shown or hidden depending on the status of a checkbox that is located on the contacts record. So if the reseller is selling bikes that checkbox is checked and a section in shown on the record
Earliest date (Formula)
Hello Please advise a formula that will return the earliest date from an array of 4 dates?
Screen Cap - How do you import this spreadsheet - Multiple contacts into a single account name
For the life of me, I can't get this to work.
Negative Number Appearance
Can someone tell me why negative numbers for discounts show up with a minus sign but negative numbers for adjustments show up in parenthesis? I'd like to change the adjustment so that the negative number shows up with a minus sign OR the discount to show in parenthesis. Is it possible to do this? Thanks.
get data from Leads converted to account/contact
Can someone help me with a Request URL to get data of converted Leads? To get the leads data I use this Request URL: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=Auth Token&scope=crmapi Now I want to know when a lead converted to a Account/Contact. Is there a same sort of request URL that I can use. Or is there a datetime field that shows the date that the lead converted to a Account/Contact? Hope someone can help me with this. Thanks!
How to extract converted leads data
Hi there, I want to extract data automatic from zoho to do some analysis in another program. Now I use the following request URL: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=Auth Token&scope=crmapi to get the leads data. Now I want to know when a lead converted to Account/Contact. Is it possible to get that data by a same sort of request URL? Or is it possible to get a datetime field of the date that a lead was converted to Contact/Account? I tried it with the GetCVRecord
Activities transfer from SalesOrders to Invoice
Hello When converting a SalesOrders to Invoice all the Activities are sent across as well. Is there a way to stop this from happening. As well is there a way to have a picklist field on the Accounts page and map it to the Potential, Quote and Invoice object. Regards Haider Raza
Create views via Different modules
I am aware it currently isn't available to add in a criteria for a custom view of accounts that searches note content. The only criteria available to search by is only the information on the Account page itself. It would be extremely to create views for accounts based on searching in different, related modules. For example create a view that shows all accounts with Contacts that have a birthday after a given date. Or display all Accounts who have a related Tax Invoice over a set amount. Let me know
Not getting email notification for add and email invitee
Hi there I'm testing out an event and was able to send a notification to a user when I first set up the event but now it won't sent a notification to any client that I add. It is a really important aspect to be able to notify invitees. Can you please advise?
ZohoCRM: Update Values Based Upon External Spreadsheet Data?
We would like a custom "Dead Lead" field in our Zoho CRM to be set to "on" automatically IF the value in an external spreadsheet is correct. We used to do this before we switched to Zoho CRM using two excel spreadsheets--master and child. On the master spreadsheet we used VLOOKUP to find a value on the child spreadsheet. If the value was true, it would mark the lead on Master as a "Dead Lead". When we switched the Master file to Zoho CRM, we lost that capability and don't know how to get it back.
Validation of multiple Mandatory fields on a web form to Lead
I'm trying to have 3 fields mandatory in my web form: First Name, Last Name and Phone number. I checked on the help base of Zoho and found: https://crmkbase.zoho.com/link/can-certain-fields-in-the-web-forms-be-made-mandatory I inserted this code but it only works for Last name and if I leave the others empty, it accepts the entry: <script> // if you need to have some fields to be mandatory, please add them here within quotes ("") separate by comma (,). var fieldIdarray=new Array("Last Name","First
Custom View time settings
I'd like to create a custom view (in invoices) that allows me to have a custom view showing invoices created in the last 7 days. Could you tell me is there a Boolean phrase that would allow me to enter "last 7 days" or something like that? I'm using "created time" as the critieria, but can't find a way (or don't know the boolean phrase) to specify the last week. Thanks for your help.
Additional function for Plug-in Microsoft Outlook
Hi, My questions concerns the Plug-in for Microsoft Outlook / the function to add e-mail to Zoho CRM. Would it be possible to add the possibility to Zoho CRM to the module "Sales Order". Currently it is possible to add the e-mail to "Potentials", "Contacts" or "Leads". Often however, e-mail communication is specifically about an order, so it would be more logical to save it there. Best regards, Marco
Workflow FIeld Update
Hi, I need to create a workflow that updates a field with a current timestamp when the sale owner of a field is changed. Last modified does not apply as the record with be modified several times outside of the sale owner change. Is it possible for a workflow to update a field with a timestamp, rather than just a text string? If not, can you suggest other ways that I could update a field with "First Modified" timestamp. Thanks, Brendan
How to track when things fall out of the pipeline
I'm really struggling with some of the reporting functionality in Zoho CRM and I'm concerned that Zoho won't actually be able to do what I need it to! If anyone has any suggestions to get the following data, I'd really appreciate it: 1) I need to see where things are falling out of my sales pipeline. At the moment we have sales statuses for leads and for potentials. I need to know when something is converted from an 'Interest - Call Back' to 'Dead,' 'Demo' to 'Dead,' 'Waiting for Payment' to 'Dead'
ipad application
we are having a problem with the ipad crm application not transfering the notes of a lead when it is converted to an account is this a common problem or just us
Inventory Template confusion
Hi, I am putting the following into an inventory template for Invoices... Display Advertisement Booking Form Ad ID: ${Invoices.Ad ID} Payment Method: ${Invoices.Payment Method} Rep: ${Invoices.Invoice Owner} Receipt Number: ${Invoices.Receipt Number} Client: ${Invoices.Account Name} Order No. ${Invoices.Order
Automated email to lead or contact based on event?
Is there any way to automate an email to a lead or contact, based on creation of an event for e.g. an appointment so email would be an appointment confirmation (with event data such as location, time, date included in the email)?
Log a call dissapears when clicking outside the dialog box
Is it possible than when we click outside the box, the log a call information is not lost? It happens to me all the time, i log a call, record a certain amount of time and when coming back to the window, i accidentally click outside the dialog box, and all my information is gone.... Is there a way to avoid this?
Formula to check if two address fields match
I'm trying to get the following formula to work. It is meant to check if two addresses are the same (Street number + street name) are the same. If(${Leads.PVA Address}==${Leads.Street},'1','0') Error is "Incorrect Data Type of Argument". Please help!
OnLoad for Zoho CRM?
Hi Zoho Support, is it possible to have any kind of Zoho Creator style scripting for Zoho CRM modules? I'm hoping to be able to do an 'On Load' script. Background I have a field in my Product (renamed to Property) module called "Upfront commission %". I also have a field in my Price Books (renamed to Project) module called "Default upfront commission %". Each product belongs to a project. I want to be able to pre-populate the Property's "Upfront commission %" with the Project's "Default upfront commission
Outlook integration
can you please enable my Outlook integration for a trial as well please? Thanks
Change Owner doesn't trigger workflow
1. Create a workflow that is trigged by a field update. 2. Choose 'Lead Owner' as the field to watch; save the workflow 3. Go to a Leads view 4. Select one or more leads and choose "Change Owner" The workflow isn't triggered. If you go to a specific lead and change the owner then the workflow is triggered. Also - you can't choose the Lead Owner in Mass Update.
Zoho Email
We cannot get the POP 2 working 995 with ssl is not working neither 110 without
Client interaction -email
Hi guys, Quick question , does Zoho CRM have feature to save,archive and search client related mail.This bit urgent any advise/help would appreciated . Thanks yash
Inventory Models img tag and css background image
Hi everybody! I'm experiencing this problem. I've create a new inventory template, with an header/footer with a background image assigned via css. And they works. Now I've tried to add some image in the template body using the img tag. The result I got is that the new images (img tag) are shown, while the background for header/footer disappear. If I remove the img tag form the code they show up again. How can I fix this?
No more than 8 number/currency formula fields
Hi, I have a problem. Zoho CRM only allows me to create 8 number/currency formula fields. I need a 9th. Is there any way to change this limit?
Field to Field Settings?
Is there a way to use an already existing data set for an option when creating a New Custom Field? I do not see this under the "Field Type" menu, nor could I find it in the Help tool, so I wanted to send this off to ask. This would be extremely beneficial if you've already selected values for another data set (Account Names, for instance) to be the populated data for a new field you wanted to custom create (Referred By, for instance. Have the names of accounts you've already entered into the system
Can dashboard graphic be uploaded into MS PowerPoint or saved as a pdf?
We are interested in inserting one or more of the dashboard graphs into a PowerPoint presentation. At this time is that possible?
Problems with Email POP 3
We are not able to connect top our mail server 995 with ssl enabled does not work neither 110 without ssl
"Remind At" field isn't imported during migration
We've consolidated our multiple zoho instances into one enterprise instance. During the migration I noticed the "Remind At" field is populated in the CSV, but is not available for importing to the enterprise instance.
Zoho CRM integration
Hello Guys, Need some advise from you . We have got two different Zoho CRM systems . Planning to merge the database .Do you have any templates / tools that would be useful to migrate. Thanks in advance Yash
Problem with greek letters encoding
Do you have a fix for this?
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