Can a contact have two owners?
Can a contact or account have two owners?
Custom Formula field syntax error
Hello! I've come across some issues trying to write a custom formula field. I have created 7 list selection fields with values from 1 to 10. The idea of the formula field is to get the average value of those 7 fields, for example: Field 1: 4 Field 2: 7 Field 3: 5 And so on. I'm getting Wrong data error and syntax error everytime. I'd really appreciate some help with this one. Cheers.
Technical Importing issue
Im New to Zoho, having a trial accunt. I have two issues 1- Not allowing more than 6 columns to modify when I import my leeds 2- I cant find my leads after I import them. Thanks
Meetme.so Integration?
Does Zoho CRM or Zoho Campaigns have a way to integrate to Meetme.so calendering solution? I want to be able to keep track of leads who sign up for sales meeting timeslots within the Zoho CRM. -Payson
Technical importing issue
Cant Import my contacts as I message appears saying Zoho blocked a pop up from your computer
new fields (add vs. change) - under free zoho version
as i understand a free version does not allow users add fields into accounts, contacts etc. however, the standand free version contains unnecessary (for me, at least) fields which i would like to change (as I can't add new fields) . So is thre any way to change some of the fields (including the field name and its parameters)?
Vendor relationship
I am looking for the best way to note multiple vendors to an account to create a "Vendor Focus". ie: I want to note that Company ABC is a target for Apple, Samsung and LG. I then can use this to run a report to see who I have on my Apple target list and look for related activities by associated Sales staff.
Cannot show "territory" in pipeline reports
There is no "territory" field listed in available fields for opportunity in report builder There is a field called " potential territory" which if i add to list of displayed fields causes the report to list nil data. I have tried this on two different working reports and each time I add the field the report gives nil data. any workarounds that can show territory data in one report. I know i could filter the report by each territory, but then i have to consolidate data from 4 different territories......
How to do a mass email shot on a Campaign Tab
Mine is a free edition, please let me know on the subject matter
custom forms
why it is so difficult to personalize an invoice or budget in zoho CRM? IN is zoho books very easy to personalize it, because it is not the same?
Buq in Quotes : change currency does not work properly
In the Quotes module, if my price book is in Euro and I want to quote a product in Japanese Yen, If I select the Yen currency before having created ALL my items in the quote with their right price book reference, the amount considered in Yen and not converted to Yen from Euro with the proper exchange rate. This works only if I create all lines in Euro and then change the currency globally in Yen. This is a regression compared to the former version. Moreover this impacts the reports with prices in
sharing leads
Hi all, and thank you for letting us working with Zoho for free. We are three people working together but in different contries, and I registered in Zoho inviting my two cooperators to join me in Zoho as CEO/Administrator; we started creating some Leads, but it seems that we can't share them each other. Should I modify something in order to monitor each other's Leads?
CRM Contact image
Instead of having to upload a picture each time or a lead or contact image - can there also be a web link option?
Sort contracts by multiple fields
Is it possible to sort my contacts using multiple fields. Here is an example of what I'm looking to do. Let's say I have a list of contacts and each contact has a last activity field with the date of the last activity. Some contacts will have a task and some won't. Is it possible to create a custom filter that removes all contacts that have an assigned task and then sort the remaining contacts by last activity date? Thanks
Text area not showing carriage returns once saved
I use a text area field for entering general information. If I use carriage return to separate lines/paragraphs, these don't show when the field is saved. Instead all text is just concatenated into one long line. This used to work fine. Please could you advise if this is a bug or if there is some setting somewhere I can use to fix this? Many thanks.
Quotes wont save
Hi. When trying to save a quote and having everything that is necessary and required inputted, I hit the save button and it doesn't do anything. The yellow loading icon pops up and then disappears quickly. This has happened several times and I am having to go in and rewrite quotes over and over again until I can get them to save. This last quote I just can't get to save no matter how many times I input. Time is very valuable and I can't keep having this issue. Any help you can provide is greatly
How can i filter out things that i want to see
Hi, I have imported leads with many fields. for example the "type" field is under a picklist for 3 item a, b, c etc . How can i select the view to only show the specific item like only want to see the entire list with the value of b.
Account shows details when i didnt upload it
Hi , i uploaded my 762 leads but 462 appear in my account's tab when i didnt not upload any of it. how do i get rid of it. Accounts refer to my existing customer ?
Automated reports to email
Have downgraded to free edition however still receiving automated reports on email. how to disable that?
Trouble: clicking on create new task in lead/potential card causes error message with question-marks (unreadable).
What's it? What should we do to solve this problem?
Mass data import - Module "Prospects" - Lead owner not matching with user
Hi, Quick one: I have imported a CSV file into the system but it doesn't recognize the matching user. I have tried different things but I am out of ideas now. Any suggestions? Cheers, Fred
Moving notes when converting Lead to contacts/accounts?
How do i set the system up, to move 'Notes' from lead to contact/account when converting?
How do I count the number of selected tick boxes on a CRM form?
Hello all I have eight tick boxes (custom fields) on my CRM form. How can I create a formula the counts how many of them have been ticked? I can't create a formula that uses existing custom fields, so I can't create a field for each tick box that holds a numerical value and then add them together. The lack of options for custom fields and associated formulae makes them of limited use. Any advice would be gratefully received.
Cannot Delete Workflow Tasks
Hello, I was using the Entreprise Free Trial Plan a few days ago, and it expired. After it ended i decided to delete all workflow rules, task and field updates that i created in these past couple weeks during the trial plan. But now i see that i cannot delete them, mainly because Zoho keeps poping-up this message: 'As this task is already associated to the workflow rules, please disassociate it and try deleting.' There are no workflows rules left for me to delete, at least visible, and the pop-up
Edit Link on Lead Page does not display for field mapped as a dependency
I've discovered a problem on my lead pages in Zoho CRM. To summarise, I have two fields: Location (Mapped as Parent Field) Address (Mapped as Child Field) Both of these fields appear on my Lead page (EntityInfo.do), but the 'Edit' link only appears next to Address (the Child Field). When I click it, the drop-down gives no options. No edit link appears next to Location (the Parent Field). If I want to use this functionality, I have to click Edit above the Lead's name and go to the EditEntity.do page
Moving Contacts between modules
Hello, our small company is new to ZOHO- so far we like what we see. But we "mis-imported" contacts into the wrong module, i.e. Leads, Potentials, etc. How can we easily transfer, even if just one by one or mass, contacts from one module to another? I can't seem to find it. Thank you. Kevin
Showing full name of Lead on Feeds page?
Hi, Just wondering if it's possible to show the full name of a lead on the Feeds page. For example, it currently shows: Tristan F. updated a Lead Wong I would like it to show the Lead's full name, for example: Tristan F. updated a Lead Simon Wong This is a problem because many of our leads have the same surname (especially dealing with Chinese clients, who often use common surnames), making the Feeds page less useful than it could be. Am I missing something in my CRM setup or is this not an option?
Adding user to CRM
Hi I have recently deactivate a user on CRM to add on a different one but as of yet no email has been sent to them so they can confirm they are the new user. I have now re invited them a few times, can you check this out for me please? Thank you Leanne
Linking events to contacts
Hello there, Does anybody know how to create a new event and link it to different contacts, not just one? I miss this feature very much. Same with tasks. One event muxt necessarily be linked to different contacts or possible customers, take for example a business agenda in a new country, or a show. And it is something I am not able to do with Zoho. Thank you so much for the help.
Schedule custom function
Hello, I have created a custom function which evaluates lead age days(today's date - last activity time). It evaluates the days but only fires when a record is edited. What I can do to let custom function automatically evaluate lead age day everyday. Can I schedule it. Or is there any workaround for it.
Import Quotes
Hi everybody, For our company, old Quotes & Sales Orders contains relevant information about our clients activity. Is there a way to import past Quotes or Sales Orders from XLS to ZohoCRM? Thanks!
Cannot delete file from documents area
I cannot find a way to delete an old file from the document area in CRM. I'm the super administrator and I can't do it! Help!
Recurring task
Hi, How can I find all recurring tasks in order to expand those the their recurring is going to end soon (or already was ended)? TIA, Lior
Dependent field access api
Hi I have created a custom field (picklist) named Priority in zoho crm. I have made this Priority field as dependent to Lead Status. Now I want to fetch values of Lead Status and Priority together(lead status with correspondingly mapped priority). Suppose I have mapped 'Not Contacted' (lead status) to 1,2 (Priority), now I want to fetch something like Not Contacted with 1,2. I want to achieve this in C#. I am using REST api. Please help me out.
Broken print dialog in CRM quotes using Safari
The latest update in CRM has broken the print dialog using safari in OSX 10.10.2. When trying to print a quote or export to PDF it cuts off a lot of information. Everything works fine using Chrome or Firefox, the problem only occurs in Safari. It worked flawlessly yesterday.
Custom Funtion
Hi everybody, It is possible insert a record in a custom module using Custom Function? Thanks!
Event Creation via API - Related to Potential
I'm able to create an Event just fine in using the Zoho API from a java program. But I would like to populate the Related To fields with a Potential rather than a Contact or Lead and I am not able to. Is this feature only available from the Web interface? Could someone provide the required elements I would need to accomplish this (xml or json)? The documentation says I can specify the 'Account' but the description says: "Select any other record related to the event" thanks,
Discount on Sales Order
On a sales order when a line item is discounted the total for that line item is not changed on the sales order but the grand total is correct. If you print out this sales order you will see that the discount is not reflected in the line item and if you add up all the line items they will not match the Grand Total and the difference will be the amount of the discount. Is it better to add a line item for a discount?
Impossible to modify the field "Prospect name" or "Last name" in Prospect section - HELP! ;-)
Hello there, I am very familiar with SFDC, brand new on ZOHO. I must say it's very very easy to configure and to set up. Much easier than SFDC, but when you come accross a difficulty, it's, to me, always tricky to slove it out by myself. Anyway, in the section "prospect", field "Last name" or "Prospect name", it seems to be a mandatory field but with absolutely no possibility to modify it. So basically if you make a mistake when writing down the name of your prospect, you can't perform any corrections.
Product listing with picture
Hi, I want to add photos of my products to my product listing, how do I go about adding this pics?
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