Workflow Rule not triggered when a record is updated by another rule ?
Hello, I have a question about Workflow Rules (WR) : are "Field Update" rules triggered when a field is updated by another rule ? Here is our use case : We have a WR on Quotes : when the quote stage is changed to "Accepted", it triggers a change on Potentials, the potential stage is changed to "Accepted" too. And we have a WR on Potentials : a webhook is triggered when Potential stage changes. So, when a quote stage changes to "Accepted", the potential stage changes too, and this webhook should be
filtering leads by 'email status' problem
Hi, I sent about 490 emails from CRM on 10/01/17. When filtering leads by email status by sent on date '10/01/17' And status is 'any of above' Only 80 of the 490 leads came back in results. Why was that?
Plans for Outook connector?
Zoho Team, I'd be eager to hear about your plans for the CRM Outlook connector. I'm planning to use it to synchonize contacts between the two tools, however the current version is somewhat limited for the profesionnal user. Can you share your plans in this regards, and if you differentiate between a EU and other regional versions I'd be interested in the EU one. Thanks in advance,
Mass Transfer
Hi, Please can someone tell me if the mass transfer operation transfers everything to the new user including activities and events etc. or do i need to do something else to make sure that all data has been transferred before i delete the account? Thanks Sue
Last Name cannot be empty error
Most of my forms, which have worked before, now only give this error when the whole formed is filled out, including the Last Name field. What changed? How does this get fixed?? Thanks, -Melissa
How to hide a tab group based on role/profile?
I created an external role/profile and wanted to lock down tab groups so that users cannot see a Home tab or "Custom Object A" tab for "Custom Object A" that is only used on Deals as a related list (there is no reason to view that tab). I logged in as that user and set the tab group to the one I want the user to see, but I don't want the user to see the other tab groups and be able to change them.
IMAP Connectivity to Gmail
Hello, I see that my account has iMap connectivity to Gmail but one of my users does not, and I cant turn it on? I'm a superadmin from what I can see. I am not seeing the popular iMap screen shot as in this example: https://www.zoho.com/crm/help/email/configure-imap-account.html#Zoho_Account 2nd Question If I enable iMap for this user, will we loose their current emails? 3rd Question: Where does the Email button go, I see people have commented on that? Thanks
Template Enhancements in Zoho CRM
Email templates form an integral part of communication in CRM. Whether it is a welcome email that you automate to be sent to your leads, or a big deal alert you send to peers, templates are closely associated with your everyday CRM activities - and we want to ensure that your experience using them is seamless. With that in mind, we have enhanced templates in Zoho CRM for better user experience and flexibility, with a few additional new features thrown in. Following are the top new features and changes
Skype and zoho CRM
Hello how to be possible to clic on a tel field in CRM and get the call directly ? At this stage it just open skype screen and I have to dial with my PC keyboad or with the skype screen.. thanks nono
Import Leads for User
I'm requesting you please add a third option, "Import Leads for User" followed by a pick list of users. I often import leads for a single user, which requires me to always add a "Lead Owner" column. It would be helpful to just choose the user at this stage. (I've disabled import permissions for my users after too many data quality issues; I do the imports for them)
searchRecords API not returning all matched results.
The following criteria I use: (((First Name:name)OR(Account Name:name)OR(Last Name:name))) For example, there a list of records in contacts module with the last name of "test". Searching test gives me all matched results but searching the first name of a record with the last name of test doesn't show up for some strange reason. Sometimes it only returns some of the matched results but not all from confirming directly in zoho instead of using the search api. Now, is it something to do with the criteria
Mass Update - restoring data to original
Hello, How do you restore data in a particular field that's accidently been changed in a "mass update"? I'd like to restore it to the original field's data.
creating Reports : how to choose module order ?
Hello, When creating a report how to choose module order ? for instance : option, contact, accounts have to be linked in my report. Thanks nono
ADD IN ERROR
Why am I receiving this? When using 365 add on HTTP 400 error It’s not you, it’s this link (it appears to be broken) Try this Retype the web address Go back to the last page Search for the page
outlook errors
I have installed the Zoho Outlook 2013 plugin and it gives numerous scripting pop error messages. Below are two examples of what they look like. Please help, thanks.
Obsolete products
Hi, i have some products in CRM that i want to 'obsolete' i dont want them to appear in the product list avaialble to quotes, but i cant delete them as i want to keep my products history for my customers. how do i do this?
CRM not saving inbound messages from Zoho mail
We have just integrated Zoho mail into our Zoho CRM and I'm very pleased. However, I'm puzzled by the fact that CRM does not keep a copy of the inbound message when it gets deleted from my inbox in Zoho mail. Am I doing something wrong? I can't believe that all messages have to be left in the mail's inbox system for eternity. Any help appreciated. Kerry
Potentials in Zoho CRM
Dear all, We are starting using potentials in our company but the whole thing seems not to be doing what it should or I unable to find it. When you open a potential, you need to specify the products/services that you are offering, and how many units of each. the way in which is setup now, you can only create a general potential amount and nothing else. When we open a new potential, normally could include 7 to 20 products, so having the information as a total, does not help. We would also need after
Allowing for multiple product selection : quotation
Hello, The quotation module has a preset field for choosing products. Only one product can be chosen at a time. ie: I am creating a quotation and quoting multiple products. I click, choose one product, and it populates in that field, and i have to click again, repeat - each individual product populates by itself. I cannot create a customer field that allows for multiple products to be populated on a quotation - or if i can i am having issues completing it. Any help or recommendations? Thank you
How would I change the CustomModule under the Primary Key field in a Module?
Hi, We have a module under the title "Advocates" which uses the Advocate's first name as the required primary key. I would like to add the Advocate's last name in their title as well. Under the "Summary" of the Module where I go to customize the page, it says "CustomModule2" next to "Module" and "API Name" (please refer to image attached). How can I add the Advocate's last name as part of the primary key? It does not allow me to edit that field, even though I can edit the "Displayed as:" key. In
How to follow a team member activity
I added a new user and wanted to follow all his activities (instead of following each lead/account individually) so they show up on my feed. Is this something doable?
Can I sync zoho activities with google calendar?
I read the forums and help tab but can't find an aswer to my problem. when I go to settings, extensions, I can't find the google calendar option.
Zoho Writer - Cannot save updates to Mail Merge templates
Hi! I have an urgent issue in that I can no longer update mail merge templates that we use for Quotes etc. It says that it is autosaving but it isn't. When I do a manual update to the template I get an error message. I have tried creating new templates in Zoho Writer and get the same problem. I have tried importing templates and still have the problem. Any help would be really appreciated! Tim +353 866 044 820
MailChimp integration tab no content
I have installed the MailChimp integration component and can find it on my TAB's in CRM.. however when I click on it, nothing is shown in the window. Was expecting to see the integration settings here? Could it be a browser problem, I am using Chrome.
How to configure message 360 in zoho CRM?
I just installed message 360 but don't see where to find the Account SID and Auth Token.
What is the purpose of CRM Back Up
I have asked several folk at Zoho about CRM Back Up. i.e. what is its purpose, and for "how to use it" instructions. So far, nobody has been able to help me. I look forward to a response.
Syncing Zoho CRM with iOS devices
How do I sync Zoho CRM events with the calendars on both my iOS devices and my iMac? I would also like the calendar on my iOS device to sync with Zoho CRM.
Synchronizing Gmail Aliases
Greetings, One of our users has a primary gmail account synched to Zoho CRM, but with several gmail aliases associated with this account. These are 'true' aliases, and not those using the '+' symbol. How can we add these aliases in her emails settings so that they will be recognized and the messages sent to, and received from, Contacts and Leads imported to our Contact and Lead records? Thanks!
Cannot edit first name of Leads and Contacts, editing task fields hidden - general z-order issues?
Hi, Since the last release I have noted that the firstname field displays as blank and it looks like you cannot add data into it: - When adding a new Lead - When editing a Lead or Contact The field appears to be present though, as I can tab to it, type and some of what I type is saved, but not displayed when editing. Also when editing a task the status (not started etc) is on top of the calendar when I click on the due date to change it. I am using Chrome (Version 55.0.2883.87 m) EDIT: The screen
Fail to update URL field Deluge script
Hi there, i need your help. i'm trying to update through custom function script a field called website which is of a URL type. Not only it fails, but while debugging it i see that some fields doesnt exist in the map object returns when i call the zoho.crm.getRecordById function. one of them is the Website field, other is the State and City fields. Why it happens and how do i handle it? Thanks!
Accounts have disappeared?
I have not accessed my Zoho CRM for about three months but now when I go in, I can see all contacts but no accounts. Accounts are not headed at all? Has something changed? I'm using the free version.
Outlook plugin error; Please select an email in Outlook
Hi I have used the outlook for MAC plugin since a few months now, without issues I'm logged in, since today I get this message when I want to ADD EMAIL : "Please select an email in Outlook" I have selected an email off course before clicking the add email selection I have tried to uninstall & reinstall the plug in, same behaviour can you help me ? thanks Dan
"House Accounts" that All Can See
Hi, We have 30 or so "house accounts" that I've assigned to me, the system administrator. We want all of our sales people to see these accounts, write notes, etc. When I set these up originally, I shared them from System Adminstrator to Sales Engineer with Read/Write/Delete access and it worked for a while. (See attached screen capture.) Now nobody except me can see them. I don't want to make the default for accounts to be "Public" as that will give everyone visibility to everything. What am I
Please bring the old search function back | Searching Records
I'm not sure why you have moved to a less intuitive solution. Please bring this back
Custom Function to alert Owners of inactivity
We've created a custom module (CustomModule3) in our CRM and we need a way to have Zoho find any records with a last activity date of 2 weeks (or more) and send out an alert to the owner of that record to update it. I can create an email template for this, and I know I can create a schedule to run a custom function but I need a custom function to do the hard part of finding the record that has a last activity time older than 2 weeks and then sending the alert to the owner of the record to have them
Using a .csv file to import record to Zoho CRM giving me a problem
Hi. I need to import some contacts from Salesforce into an account in Zoho CRM. In order to do this I need a .csv file. As we all know, the "Account ID" field of the import is mandatory. But basically this is what happens: the account id is:1754161000007234032, but Excel changes it 1.75416E+18 and therefore Zoho does not recognize it as a valid Account ID.I have searched with Microsoft and Excel and it doesn't matter that I change the field in the .csv file to text, general, etc. after I save the
Webform for custom module ?
Hello Team Will you allow to create a webform for custom module in the future? Thank's Moderation Update: Webforms are supported for Leads, Contacts, Cases, Vendors and custom modules for a long time now. Read more about the same in the link below.
Signup form integration option?
Background: -----------------We have a public website A and our application web site B. We want to track user behaviour and info all they way through the buying cycle as the user will go through a free trial on web site B. We are able to use webforms integrated on site A to capture Demo Video signup and other sales related stuff. However once a user goes to sign-up for free trial, this is done on site B using custom code (we have different important validations and registrations). Thus a Zoho web
CRM - Auto Number Field Tray Initialize back to 1 for New Year
Good Day All, In the past few years, we have always been able to edit the Auto-Number Field Tray to match with the beginning of the new year. For example, I was able to change the Auto-number settings to 16-00001 on the Opportunities page. This year however, I am having great difficulty setting it to 17-00001. I keep getting notified that since the number I have in is a lesser value it can create duplicate opportunities. I do not want to update pre-existing records and I would like to ensure that
Create New Task in Workflow and populate custom field
The goal is to add the ability to schedule a follow up task on the same screen our users are entering their completed task. I have created 2 custom fields on my task screen: Follow Up Task 1 (pick list) and Follow Up Date 1 I then created a workflow that created a new task if: Follow Up Task 1 field is not empty Task Status is "Complete" then create a new task where Subject = Follow Up Task 1 and Due Date = Follow Up Date 1 + 0 days However, I have a custom field on my task screen called Sales Task
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