Being Able to take a customer Application for a Product and have it linked in Potentials Module
I am in the insurance business and we need to take applications from clients all the time. Is there a way to take an application and have it linked to the potential's module for example?
Filtering Product Lookup for Related List
I add products to contact records in a related list. My products change often, so I have a custom check box field to indicate if the product is active (True) or inactive (False). Is there a way to have only Active products display in the lookup when adding products to a related list?
Error editing formula
Why editing custom formula field gives me an error? If(${Contacts.Type}='Person','1','2') MISSING QUOTES
Get RelatedEvents from Sales Orders - mismatch data type error
Hi, I'm trying to get the ACTIVITYID of a related event. The parent module is SalesOrders. The code snippet below keeps producing a error Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING eventResp = zoho.crm.getrelatedrecords("Events","Salesorders",salesOrderIdStr,1,5); count = 0; for each rec in eventResp { event = eventResp.get(("ACTIVITYID")); count = count +1; } info event; info count; Anybody have any idea's?? Appreciate any help / suggestions
Desktop version
Hello there, Do Zoho offer free CRM desktop version?
Reporting All Campaign participants Leads & Contacts
How can I get a Campaign report that list both leads and contacts in a single column. For example I'd like all campaign participants first names to appear in one column regardless if they are a lead or Contact, and same for last name, company, email etc. Is there a way to create such a report?
Can't open attachment from Zoho mail.
Hello, I’m a new user of Zoho CRM and having troubles with opening some attachments from my mail. I think the attached files are damaged but I cant figure out what the problem is. When I send the mail with my gmail account there is no problem. I can open the attachment normally. When I’m looking at my mail in the synchronized Zoho account, I cant open the attachment. In the mail the damaged attachment begins with error: ?ISO8859-1Q? followed by the title of the file. When I click on the file it opens
Integrate all fields of signup page details from magento to zoho crm
Hi, I have installed zoho crm extension in which only email address and name have been integrating with zoho crm remaing fields like company name, images, phone number etc are not integrating with the zoho crm can you please explain how can I achieve this I have added all the details in the zoho crm but no change.
Unable to view campaign details
Unable to view details for this specific campaign in ZohoCRM: https://crm.zoho.com/crm/EntityInfo.do?id=1111295000001440003&module=Campaigns The others are fine.
Relation between module records depending on module ids.
It is very important you add this feature. It will be better that it will be possible to make relations with parent modules via passing parent module ID in a lookup field when inserting or updating some record via API. For example if I create my custom module and i want to add a record into it via API it is impossible to make relation between this record and lead bi lead_Id. For now only by lead name. This is unusefull because lead name can be repeated in other leads.
I can't open the attachment in my ZOHO mail,
Hello, I'm a new Zoho CRM user. My CRM is connected with my gmail account and is synchronized. When I send an email from my gmail account with a PDF attachment to a client it works. When I go to this client in ZOHO CRM and open the mail, I can't open the attachment from that mail. I get the following error in the mail: =?ISO-8859-1?Q?, followed by the titel of the attachment. When I open the attachment, I get a blank screen. I googled the error and from the results of it, I think it is a language
Where are my potentials going?
I am calling: /crm/private/xml/Potentials/insertRecords With the folliwing test data: <potentials> <fl val="Amount">3280</fl> <fl val="Closing Date"> <![CDATA[2016-03-03 18:00:26]]> </fl> <fl val="Contact Name"> <![CDATA[Dan Smith]]> </fl> <fl val="Contact Name"> <![CDATA[Yes]]> </fl> <fl val="Item 0"> <![CDATA[Three Tone Basket - Blue Interior]]> </fl> <fl val="Item 1"> <![CDATA[Changes (White)]]> </fl> <fl val="Potential
Warning when e-mail contains empty field
Sometimes e-mails get sent while some referenced fields (${Contacts.Field}) they reference are still empty. Especially new employees sometimes forget to fill in some fields before they send an email to a client for example. It would be nice if you got a warning when the e-mail you are sending (either manually or with a macro) contains at least one empty field. I don't know exactly what the implications of this would be. Maybe some people rely on empty fields so either one field or another gets displayed.
Zoho CRM - Projects
When I try to create a Project, I do not have authorization. How can I fix it? This is the page: Unauthorized login to this portalPermission denied to access this portal. Check your portal URL again.
Script to Auto Delete Closed Tasks
Hi Is it possible to create a rule that will auto delete any closed tasks as i always forget to delete these or if they could be automatically deleted after say 3 days as a fail safe?. They just clutter up the accounts and elongate the page. Thanks
Workflows - How to verify it works?
Hello, I'm new to Zoho and have just set up a Workflow. My action is "Assign Tasks" and I just triggered it as a test. How can I verify that it will work instead of waiting 14 days (which is when my first task is to be created)? I've attached a screenshot of my workflow. Thank you!
Let a custom contact field equal a custom field from its account
Hi all I want to have a custom field in the contacts module ("Rep for this contact's account") to equal the custom field called "Rep" in that contact's account. The idea is, is that I can create and pull up a view of all contacts of a particular rep in the company. The company doesn't let all the rep's have any access to the system, for technical and cost reasons. Any help would be appreciated.
lookup field id
hello, in the CRM i add a lookup field but when i read with API i have the value of the lookup field and not the ID behind this value. It's very blocking because when if i have severals times the same value, how can i make to know the good ID ???? By example. In my Zoho CRM in Contacts i have "Account Name" (created by Zoho ) and "Denonce par" (lookup created by me) and the API return me Copy code <response uri="/crm/private/xml/Contacts/getRecords"> <result> <Contacts> <row no="1"> <FL val="CONTACTID">769051000000244015</FL>
Default Reminder for Task
Hi, How do I set up a default reminder for making tasks. I use tasks to assign tasks to employees. I always like to send them a reminder for the day it is due, however it is very annoying to have to manually put this in each and every time. How do I set up Zoho so that it automatically includes a reminder at 9:30 AM on the day the task is due? thanks!
When a contact or lead doesn't have an account because they are just a member of the public.
Hi, I apologise in advance if this question is answered elsewhere in the forum. I'm looking at Zoho CRM for myself and a number of my clients and we all sell to members of the public who obviously aren't associated with an "account". I know you can set up 'personal accounts' with SalesForce CRM but I haven't seen how I can set them up with Zoho CRM. If someone could help me with this I'd really appreciate it. Thanks Graham
Telemarketing
Can I allocate a value to all the records selected at once?
How to show account hierarchy?
Hello, I see that you can specify a parent account for any account. And, the Member Accounts area shows the direct children (but not the children's children) of an account. How can I see a corporate hierarchy with each level of parent/child indented? I used to rely on that a lot in SFDC. Ideally, you could configure what is reported there, like location, status, etc. Thanks, Jeff
Is it possible to sort by various fields (free version)?
Hello - Is it possible to sort by various fields in the free version?
How to Run Reports in Free Version?
Hello - I'm new to Zoho and before I signed up (free version), I was shown by another user using the free version that running a report on contacts was possible. I do not, however, have a Reports option in the menu bar in my version. How can I run a report in the free version? Thanks! Jacki
How can i set email reminders from when my accounts are up for annual/monthly renewals
How can i set email reminders from when my accounts are up for annual/monthly renewals
Custom button failure
Hi, I have a custom button that runs a custom function. The function looks like this: return "test message"; Nothing fancy. When I click on the button in the quotes module it does nothing. OK, so maybe the alert messaging isn't working. If I change the custom function to send an email: SendMail [ From : zoho.adminuserid To : zoho.adminuserid Subject : "zoho custom function worked" Message : "good job buddy" ]; return "message sent"; No email is sent. If I use the "Save
Updating Product Details through Approvals/Tasks
Hi All, Two things I'd like to find out: 1. I want to have a field within Activities that updates the quantities of Line Items in the related Sales Order. How would I go about doing that? 2. I'd like to set up an approval process that, once activated, takes the Line Items from the Sales Order and creates an Invoice that ONLY has the Line Items with a cost greater than $0.00. Is this possible? Thanks in advance!
viewing of calendars
I have tried setting up mutliple users, but it appears even though I have given them full permissions they cannot see my zoho calendar/and or/ we are not sharing calendars. How do I set that up. Also it appears I cannot have simultaneous users. "Using the free version."
Lead Owner Change Email no longer being sent
About 2 weeks ago it would seem that the Ownership change email is no longer being sent to one of our standard users. All other users receive notification of the ownership change, but the link to the lead information now says "Undefined" instead of lead name. Is this a bug in the recent update that added new features to Zoho? Any help would be greatly appreciated.
Where is the function?
Where can I find the function of a contact person?
How to use Zoho for a Veterinary Practice
I plan to use Zoho CRM as a marketing tool for a veterinary practice. How would you recommend I set up the the system to manage the Client / Pet relationship? A Client can have multiple pets A Pet should inherit the properties of the Client e.g. address, contact information
Vendor vs Account
If I operate a cruise and other tour agencies sell my cruise, are they listed as vendors or accounts?
Can one remove the recording of time of activity and just require the date?
We really want to dumb Zoho down to merely tracking and storing our sales team's interactions with customers/potential customers. Because of this I'm trying to remove as much other functionality as possible (any help you can give on making Zoho better/simpler for this is appreciated). Is there a way I can stop Zoho from logging the time that a sales visit (activity) happened? Thanks
Link from CRM to forum broken
If I go help menu (upper right) in CRM and click forum, I get a dead link. https://help.zoho.com/portal/en/community/zoho-crm?utm_source=product (dead link)
Magento feild values are not showing in the zoho crm fields only the email address and name is showing in the crm
Hi, I have used magento zoho crm in my website the other than email and name other field values of the signup page field value are not showing in the zoho crm leads in the leads we have all the fields but the values are not showing in the concern field. Can you please explain how can I achieve it? Thanks,
A user can't see my contacts
Hello, I have setup a profile, so that the user can only view and create a contact. If i make the user the 'activity owner' of the event, he can not see the contact details associated to the event. How can i fix this?
How to trigger workflow based on field update if field is updated through docu-sign or any other workflow?
Hi, we are working on workflows. We want to update opportunity record on the updation of field in account record. For this we have created a workflow. Now If we edit the field manually in account record, the workflow is triggered and doing exact work. But If we update field in account record from another workflow in the same module (not manually), then opportunity record is not updated. Is there any solution for this? Please tell us. Any help will be appreciated.
custom field formula string outputing carriage return
Hello, I have created a custom field returning a string, (that I display in a Inventory template), I would like to be able to insert some carriage return in that string. Let me know if we can output that, i have tried <br> or \n but it just prints those characters. Thanks
Update existing fields
We just added a formula to an existing field in Leads. Is there a way for the field to apply to all the existing leads?
Upload files
How can I upload a complete folder, as far as I´ve tried I have been able to upload to Zoho one small file at a time. I have one thousand files in one folder. Can somebody help me? I am administrator and I only have permission to upload one file at a time. The Superadministrator can however we do not know how to do it. please help. The superadministrator can upload the complete folders, however, I must to do it, not him and I don´t have the right permissions. He ask me about the way to give me the
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