How to do an automation to notify my vendors in a certain date
Hi, i have a custom date field. I want to trigger an automation when the date in that field matches the current date. How can I do that? Could it be that my version of CRM does not allow this?
Data Migration Tool using Skip option
I am new to Zoho and am about to import more than 160,000 contacts and accounts. I want to use the Data Migration tool because of the size of the file. However, I do not see the Skip option using the DM tool versus using the standard import. I tried a small sample with the DM tool and it leaves me with duplicate accounts. Do not want that. Also, once the accounts are in and I bring in the contacts using the DM tool, will the contacts be attached to their accounts, as they would in a manual import?
Account CSV Imports
Upon trying to use Import Accounts wizard, the tool correctly lets me select the small CSV file I seek to test. But in next steps it simply keeps cycling on "Uploading...". I have already customized the fields in Zoho CRM to map. But the system never lets me get that far. I am using Chrome browser on a Mac and pop-ups have been enabled, so I'm not missing any cues that hold up the process. Please advise. Thank you!
Import Activites and associating with Account, Opportunity(Deal) etc.
I've tried to import an activities csv file several times today. The file will upload and all field mapping works except the account will not match up to the related to field. I need a way to mass upload activities and have them match up to the account, deal, contact they were created for. Any suggestions?
How do I import deals with amount field being populated?
When I import deals, everything works fine except for the amount field, which is always blank after the import (even though the excel file has a value) Would appreciate any help -- please see the attached file that I used for importing a sample deal
Data Migration from Salesforce to Zoho - Issue with Tasks
I am trying to move from Salesforce to Zoho. I was able to import Contacts from CSV file. Then when I imported Cases from the CSV file I was able to associate them properly to their prospective Contacts by specifying the Contact First Name + Last Name as the Case's "Related To:" field. I was able to import Leads from the CSV file. Then when I used Setup > Data Administration Tools > Migrate data from other CRM > Tasks, I specified the Lead First Name + Last Name as the Task's "Related To:" field
How to create an input field based on another filed input?
Hi there, I have this custom field named 'Job Type' which has 2 options: Edicion, Proyecto. What I need is if you choose 'Edicion' then another field appears to be filled: 'Number of slides' field, but if you choose 'Proyecto', 'Number of slides' doesn't appear. I was trying with custom formulas but with no success, any ideas? Thanks!
User`s mails after deactivate this user
Hi, I want to ask you about what happens after deactivate user with mails he was owner? after delete user mails are removed from CRM. And by the way, there is "trick" to keep mails in CRM even after lost access to particular user mailbox (f.e. after delete user) Greetinngs, Kamila
Zoho Automatically Merges Contact & Account
Had a customer sign up a month ago with the name "Robert" and I just had another Robert sign up yesterday. Only to come and find out that both contacts/accounts were merged even though there is no relevance in their accounts. I ended up separating them manually and surprise, there it was again this morning.. What's going on lately?
Sorry,you have reached the maximum limit in your current edition
I have the free edition and am almost ready to move to a paid version. It states today I have reached my limit when trying to add a new contact? I deleted a few contacts and it still give me this limit notice. I cannot add new accounts either, even after deleting a few. Please advise.
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question, today I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 700 records. I am using the trial version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Randy
Adding a twitter account to client's organisations?
Hi There, I am brand new to Zoho, and taking over from a departed staff member to set up for use. Can someone please tell me how I can add a organisation's twitter handle as a field (that will feed into the social tab) to the organisation record. I know you can do it for contacts/leads, but we aren't using leads, and most of our clients have an organisation twitter account rather than an individual account, so it makes more sense for us to have the accounts set at the organisation level. Any help
Workflow trigger - last activity/email/chat
Hi, Is there any way to trigger a workflow based on different types of activities? Not just calls, events, or tasks, but also emails sent, chat, or even website visits? My goal is to send a reminder to the owner when an account has ben inactive for a period of time. Thanks!
Make Blueprint admin area touch friendly
I always look into ways of improving and move from using mouse to touch has been a challenge. Actually very few tasks require the use of mouse. Now with this new Blueprint, the setup area looked touch friendly, still dragging the elements failed. Setting Blueprint and even all new tools admin areas touch friendly will bring the future and spark creativity into admin users.
Create New Task 90 Days after field update
Hello, I have a date field; "Last Contact BD Interaction". This field is kept updated by a custom function, triggered when people lodge a completed Task or Call against a contact. It is never manually updated. I would like to use a Workflow Task to automatically create a "follow up X contact" task, 90 days after the "Last Contact BD Interaction". This should be assigned to the contact owner. Workflow 1 (attached) is not working. Does anyone have a suggestion as to the best way to go about this?
Unable to connect to messaging server.
Hi, I getting this message 'Unable to connect to messaging server.' continuously regardless of what I do. Also, the system has been playing up today intermittently and has reported on the odd occasion that I don't have the required permissions. In some cases, it has just thrown an error message saying 'Error'. Can some please tell me whats going on and when I cam expect to have this resolved. Thanks, Dwayne Smith
Getting distinct field values using REST API
Hi, I have a requirement where I need to get a list of all possible field values for a specific field. This would be used to populate a drop-down list in a 3rd party app. For example given the field Title I would like to be able to run a query similar to the following SQL query. SELECT DISTINCT Title FROM Lead or SELECT DISTINCT LeadStatus FROM Lead Is this possible? Thanks Dave
Using Tostring in formulas
I'm using Tostring in this formula, it's a String formula field, we are doing some math operations and then using Tostring. It saves and then the results on screen: Concat(If((((1+Tonumber(${Contacts.Tasa}))^(1/12))-1)/(1-1/(1+(((1+Tonumber(${Contacts.Tasa}))^(1/12))-1))^(Tonumber(${Contacts.Plazo})*12))*Tonumber(${Contacts.Valor})/Tonumber(${Contacts.Tasa})/((${Contacts.INGRESOS}+${Contacts.Salario})*0.85+(${Contacts.Rentas}*0.7))<=0.31,'SI','NO'),' con ',Tostring((((1+Tonumber(${Contacts.Tasa}))^(1/12))-1)/(1-1/(1+(((1+Tonumber(${Contacts.Tasa}))^(1/12))-1))^(Tonumber(${Contacts.Plazo})*12))*Tonumber(${Contacts.Valor})/Tonumber(${Contacts.Tasa})/((${Contacts.INGRESOS}+${Contacts.SalarioVariable})*0.85+(${Contacts.Rentas}*0.7))))
Mapping Fields between Custom Modules
Hi, is it possible to pull information from non & custom fields in the Potential/ Deals module into fields a new custom module & vice versa? I can see that Leads, Contacts, Deals etc there is a mapping facility. Regards Andrew
Customize Tax Rates: Add tax groups and record defaults
Greetings busy developers! I realize ZohoCRM is used internationally, so please excuse the U.S. centric nature of my post. Furthermore I hope this isn't a duplicate topic... I have search for some time and haven't seen any threads addressing tax configuration. Here's my issue, for sales made in the U.S., sales tax rates are most often determined by three factors: 1. The type of product or service being sold. 2. The location of the office where the order is taken. 3. The location to which the purchase
Completed Account
Hi! We just started using Zoho CRM, and I have a quick question. How do we convert an account that was once active to show as no longer active? I don't want to see the inactive account on the account page -- and I don't want to delete it because we want a record of all contact/etc. Thanks!
Bounced on CRM
Hi, I sent out an email on CRM directly to 700 people today. In Sales Signals we've had quite a few bounce - How do we get a list of everyone that's bounced without manually creating one? Thanks
Duplicatiing/Creating modules
Can I create my own "Prospect" module that has a convert button to convert a "Prospect" to a "Lead"? Also, can I create some stage-probability mapping in the "Leads" and new "Prospects" module?
Leads Filters: Anytime it's a date, have a "between" option
I'm trying to filter my leads to see those when an event date of between x and x. I can do that in reports, but can't do that in Leads view. Anytime there is a date field, there should be a "between" filter. Seems easy enough to do.
Copy Customization is missing!
In the past, I was able to send my customization to other users in the Professional Edition. That option has been removed from the settings tab. Why has this been taken away and how can I get it back?
Associating accounts to groups
This is probably the most basic question, but how do I assign accounts that are already created to a group so that only members of that group can see them. I thought I could do it by territory but I can't figure that out either.
ZOHO CRM - BOOKS Integration
Hi! Why I do not see the estimates, sales orders and invoices in CRM? We have CRM PLUS and ZOHO BOOKS Professional and they are integrated. Thank you
Can I run 2 companies within 1 Zoho instance?
Hello, I manage 2 companies. Each company has its own, separate email domain. I can only have 1 primary email address. How can I set up Zoho so that it captures emails from the 2nd email address within the CRM? Right now, I can only choose to have 1 email account synch with records in the CRM. keywords: multiple companies multiple email addresses
Tip #1: Use Lead Scores to Prioritize your Lead Follow-up
Hello everyone!We, at Zoho Community, are happy to launch ‘Tips and Tricks’, a weekly activity that focuses on use cases gathered from some of you. We’ll also ferret out the lesser known or hidden functionalities that will help you set up an efficient CRM. We urge you not only to try them and let us know if it helped, but also to tell us what else you’d want addressed in this section. Tip #1: Use Lead Scores to prioritize your Lead follow-up Let's face it. When you are into sales, there is never
Are layouts rules reflected in the mobile app ?
Hi, I programmed some layout rules for my potential module, some showing sections and others setting mandatory fields based on the stage of the potential. It seems to work fine on the desktop version. However, I don't feel them being reflected in the mobile version (I'm using the iOS one) and as most of my team are using the mobile app 95% of the time, this function is kind of useless if it's not working on the mobile app. Is it normal ? Thank you,
Mail Magnet - multiple email addresses
It is common for a contact, lead, etc to have more than one email address, and these may be easily added to their record. However, mail magnet only filters in the emails that are associated with their primary email address with field name "Email". Is it possible to have the emails from all of the email addresses to be filtered in? If so, please explain how. If this feature is not possible, I suggest that the Zoho team add the feature - so that all emails from any email address in a record is
Return To View After Editing A Potential
Hi there, usually, I will click to edit a potential directly from a view. However, after saving, I'm directed back to the potential page rather than the view page. Is there anyway to be directed (directly) back to the view page I had clicked from? Thank You, Chad
Activities Rollover
It will be nice if we can roll over activities by drag and drop in the calender view
Support Related Lists in Sales Order module
Several times during my current project I would have liked to connect custom modules to Sales Orders by using a Related List. Unfortunately, they are not supported for that module. Please add 'Sales Order Related Lists' to the feature request list. Thank you.
CRM+ pricing problems with zoho projects
The issue we are facing is a bundling issue. In general we like the features and pricing of crm+, and before we subscribed to that package. But the package would not allow us to add more users of zoho projects who were not crm+ subscribers. I believe there is a confusion on the part of zoho about who uses projects. Not only is projects used by customer facing staff, but it is also used (and in our case even more) by operations staff who do not communicate with customers. Zoho staff provided a suggested
Workflow to Send Email
I have a workflow to send an email to a lead based on several criteria. The workflow works and the emails are sent when expected. Problem is the emails don't show up under the emails section of the lead itself. Am I missing something or is this just the way it works? Thanks, Ron
Sent email not sync
Email sent from ZohoCRM not syncing with Sent Item in outlook whereas incoming email is syncing fine in both outlook and ZohoCRM. Both ZohoCRM and Outlook are configured with IMAP protocol (CPanel)
Workflow Rules not Executed in API Call
I created an Accounts workflow rule to update a Deal record when an Account is created but when an Insert Account Record API (https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?...) call is made using webhook post the WorkFlow Rule is not executed. I am not sure why but I expect the workflow rule to be executed. Help!
Zoho CRM Inventory Templates
Over the last 6 years – we received numerous requests from customers to design awesome looking Quote, Invoice, Sales Order and Purchase Order in Zoho CRM. Each of these templates used to take time to design and roll out. We as a team discussed about it and decided to find a solution. Finally! We released https://www.awesomeinventorytemplates.com/ Customers can now choose from a wide variety of ready-to-use templates and install them in a few seconds saving them time and money and creating an
Insufficient-privileges-to-perform-this-operation-contact-your-administrator
Greetings. I am an iOS app developer, but new to zoho integration. I read API document and able to generate API auth token for insert records from third party applications, just from iOS App. It is working fine for CEO/Administrator/Standard users. But it is getting error response while issert Records via API for some users. "insufficient-privileges-to-perform-this-operation-contact-your-administrator". I've researched this issue with google for 3 days but till stucking on this issue. Any help would
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