accounts with many locations
what are best practices for managing Accounts with many locations, e.g. franchises? Some customers are billed at headquarters and others are billed individually. - the Account Parent field supports the Parent Child Hierarchical Relationship. What is the best way to generate a drill down report of Account and their locations. Some users I noticed created a Custom Module, e.g. establishments. Is there a good business case for creating duplicate data and structures which could complicate Creator
Volunteer Hours in CRM?
Wondering if any other non-profits have used Zoho to record volunteer hours? And if so, how did it work? Did you use a form from Creator to let volunteers record hours? Something else? How did you report on the hours?
Email sync for all portal users
Hi, The funcionality of gathering all emails in a client CRM page is perfect but there is a huge problem. I have allready speak with Zoho support about this A company has not only persons - users of zoho but also emails for departments and alias etc etc. I need to be able to see all the communication from my company to a client. This means that should be a way to sync all emails, not only zoho use emails. i use for example Accounting@myorg.com cuctomercare@myorg.com and many others. How should we
Lost Lead details when converted to contact by accident? How to get back details?
Had a Lead, entered details converted to contact now the details are gone? Where did the details go?
Want to send out bespoke quotations, but having problems getting the product description from the quote to show in the template.
We have built bespoke e mail layouts to send to our customers, as e mail layouts and not inventory. All is ok; we are able to add the customer name, price, delivery etc etc, quotation no, but we cannot get the product description to carry over to the template. When you look at the quote, it says product name there, but when you look at the fields that can be added to the drop down list, there is no product name available. I have not built the templates , but am just trying to add the customization,
Zoho CRM reports module - including Many to one field where the "many" value is 0.
So I'm trying to devise a way for our people to keep easy track of the clients they make calls with. The background is this: Primary module: Temporary Clients (1) Related module: Client Calls. (Many) 1 client can have many client calls logged for them - so that's the 1 to many relationship. What I'm trying to do is: Create a report that shows the list of all temporary clients alongside the calls logged with them, in the same view. So the call history of all clients is easily visible, and the clients
Tracking Staff Augmentation Deals
Has anyone had success using Zoho for pure bodyshopping / staff augmentation type deals? Essentially deals where you a placing multiple resources, but one or two at a time, on an account. Each resource has his/her own bill rate and revenue stream and each resource has his/her on assignment end date. So I'm not sure if you think of each placement of a consultant as a unique win with a discrete sales lifecycle and tracking. Or is there some way to think of each placement as an installment on one
Custom quote template issues
Hello, I have an issue with my custom quote template that it is only showing the first product in a quote that has multiple quotes. Is there something else that needs to be added to allow the template to show multiple products? Also, there is no option that displays a link to insert the product description into my template. I even tried copying ${Quotes.Product Description} from the zoho template, and it still wont display that info. Any help would be greatly appreciated! Thanks
Newline not being read
Here is my Code. Not sure what is going wrong here. The newlines are not being read into the send mail task. entry = "Type: " + name + "\nDescription: " + desc + "\nNote: " + outbound + "\n"; if ( table.len() + entry.len() < 5000 ) { table = table + entry; } else { table2 = table2 + entry; } } sendmail [ from : zoho.adminuserid to : "placeholder" subject: "Conditions for Borrower" message : "Your loan has been approved.\n\n These are the conditions required:\n"+table+table2 ]
Building a claim module with limited fields
Hi, I'm building a customer claim module in CRM, to allow my colleague to record product returns from our customer. I came to this solution from the requirements. However I'm currently stuck with the number of fields allowed per record in a subform (max 8 fields, where we need 12). I'm still looking at other ways to do that. If you have any idea, you are welcome. - a claim is composed of a document (PDF) listing a header (5 fields) and a number of product claimed. - each claimed product has it's
intergration between ZOHO Support and 3CX Phone
Hello, does anybody know if there is a connection possible between ZOHO Support and 3CX Phone. I want ZOHO Support to be able to recognize the caller from 3CX Phone, so when necessary a ticket is automatically created with the correct personal data, which is known in ZOHO Support. Thanks in advance. Martin
Tracking if a contact has opened an email in Zoho CRM?
Is this functionality available in Zoho CRM? http://www.salesforcegeneral.com/tracking-html-email-salesforce/ It is supported in Salesforce and is critical to us if we want to migrate all of our sales reps from Salesforce to Zoho CRM. To summarize, we need the ability to: 1) Send an email to a contact from the CRM 2) Track that the email was sent in the CRM 3) Be able to see (from the CRM) if the contact has opened the email or not I know Zoho CRM can do (1) and (2), but I do not see that
Attach Outlook eMail to opportunity
Hi, In order to centralize all of the opportunities information, I need attach eMails from Outlook to Opportunities on Zoho, but by default the eMails are attach to the contacts. How can I solve this issue? Thanks
Zoho CRM web form Referred By field
Hi, I have a form on a wordpress site with First Name, Last Name, Email, Phone, Lead Source and Type, which successfuly creates a Lead. Is there a way to populate the Referred By field?
Creating deals with Zoho CRM email parser
Hi everyone, As much as I'm into the topic, Zoho email parser appears to create only leads and contacts. In our workflow, we need to automate creation of deals through email parser, because we plan to use deals as purchase records. Is this something the Zoho team is going to look into anytime soon? Or maybe you have ideas on how creation of deals can be automated in Zoho? Thank you.
Subform Not Able to View in Client Portal
How can I display subform information in Client Portal?
creating a campaign
How do I take existing leads and MASS import them into a new campaign?
Editing Contact Name
One of my Contacts got married and changed their name. I want to edit their name. I don't see anyway to do that. I'm hoping I don't have to create an entirely new contact and delete the exiting one. That would cause a ripple effect of problems.
User Email Account integration and reports do not match
I need support. I am running the report titled: "Emails and Activities Report" -- The number of emails being displayed as being sent does not match with the number of emails actually sent by the user according to message trace via Office365. Why do they not match?
Formula issue with Now() and date comparison
Hello evrerybody, My requirements is to calculate automatically the end date of a product's contract. Formula should be something like : IF (start date + duration - prior notice) > now = start date + duration - prior notice (else) = start date + duration + number of year after 'normal end' ----------- wich in ZOHO is (in my case) : If(Adddate(${Produits EN PARC.Date de début du contrat},${Produits EN PARC.Durée (mois)}-${Produits EN PARC.Préavis (mois)},'MONTH')>Now(), Adddate(${Produits EN PARC.Date
Alcatel PBX for Zoho PhoneBridge?
Any plans to include Alcatel type PBX to the Zoho PhoneBridge list of supported PBX's? If so, when are we to expect it?
Favorite Phone Services?
We used to use Ringcentral, which we liked, but at $50 a person, it became ridiculously expensive. We've switched to dialpad - price is much better, much more modern feeling software, but it lacks a lot of the calling recording features, and sometimes its a bit glitchy, which is really getting on my nerves. Does anyone have a service that they like, zoho crm integration would be a big plus obviously :) we have 2 -3 people in the office, and then several field techs, so need to be able to transfer
A message is displayed stating that you do not have permission to edit.
In each tab of Zoho CRM (Accounts, Deals, SalesOrders, Invoices, etc.), the message as shown below is displayed when you directly edit or save the item without clicking the "Edit" button in the upper right of the screen. However, there is a phenomenon that the edited contents can be saved. Please tell me how to deal with it.
Creating views using multi select look up as a filter
Is it possible to create a view using a multiselect look up field as a filter?
SERIOUS ISSUE: Workflows not triggering on the scheduled date time in July
Over the past 3 weeks we have had issues where the workflows are not triggering on the scheduled time/dates. Anyone got any suggestions? Support havent been able to rectify for us as yet.
Displaying Tax Subtotal on Quote Template
I have spent a lot of time customizing the Quote template to our needs, and overall I'm happy with it, but I'm having a problem with the way it displays tax. We frequently apply tax to some line items, and not others. No problem in Zoho. But when I try and display a tax subtotal, I'm stumped. The ${Quotes.Sub Total} field displays the total of all line items, including tax. What I need is: 1. The total of all the tax applied to the individual line items. 2. The total of all the line items, without
Delete Filters
How to delete contact filters - we don't use any of these: FILTER CONTACTS BY Touched Records Untouched Records Record Action Related Records Action Email Status Activities Notes Deals Deal Amount Deal Stage Deal Owner Deal Closing Date Campaigns
AND logic for Reports using Campaign Name
Hi, I've got a question about an unexpected results when creating a report. I've created a report to find campaigns that contain a particular string in the campaign name. I create two filter criteria using Campaign Name to find two different strings in it. When I use the OR logic in the report it returns, as expected, records that contain both of the desired strings. However, and this is the unexpected part, when I use AND logic on the same filter it returns NO results. This is unexpected because,
Workflow-Stop workflow what field updated
I have 5 SMS messages that I need to send. I want to stop sending additional ones if the "Enquiry Status" is "Contacted" How do I do this in a work flow? Here is what I have for the first one...it goes out when the lead is created. Here is the 2nd one that I have...but it is not working.
Quote - Product Details - Customizing
I would like to calculate commissions and display this for sales reps during the quoting process. I have created a product cost field in Products I would like to add a field into the Product Details Section of the Quote Tab that that the "price" input
Require Tasks Closed before proceeding to next deal stage
Zoho Community, We would like to require that all tasks are marked as completed before being allowed to proceed to the next stage of the deal phase. Example: When Deal enters the stage "Property Identified", a task is created for the user to "Confirm collection of documents." Our team would like to require that the "Confirm collection of documents" task is marked as completed before proceeding to the next deal stage after "Property Identified." Is this possible? Thank you! Gabe
Translate Address fields
Hello Now that we are able to translate all fields in CRM, can you confirm that we can safely change the label of ADDRESS fields, even if we are using other Zoho apps that are integrated with the CRM (invoice, ...) ? I guess yes since the API doesn't change but I would like to have a confirmation from Zoho Thanks in advance
Web Form created in Sandbox insert data in production
Hi, I created a web form (Leads) in my sandbox and integrated générated code (incorporer) into my website (test environment), but when I create a new Lead, Lead data are inserted in production environment. Did I forget anything ? Many thaks for your help. Rgds
Importing data
I just want to make sure I have this right before I do it and mess everything up. I have all of my contacts in zoho crm already. I then set up Deals (or factfinds as I have renamed it) for each sale and I included the contacts in there but left everything else more or less blank and export the CSV file. I have now gone through the CSV and completed it. I want to now import that back in which I am fairly sure is just clicking on Import, choosing Zoho crm and then uploading the CSV file. I just
Bug Report: Reminder setting doesn't always open
When creating a new activity and specifying a reminder date, sometimes the date setting window (img 3) doesn't open, but the slider moves across. If you attempt to save at that point you get an error message (img 1). You then have to re-click the reminder slider (img 2) to get into the date settings. It would be a lot easier if the slider simply set the reminder date/time to the same as the activity automatically, with a hyperlink ('set') next to it to open the date settings window if you need to
OneDrive Links not being accepted in url field
Not sure if anyone else is experiencing this but putting a link to a OneDrive file in a URL field pulls up an error message about it not being a valid link. Any ideas? Thanks Chris
Sharing rules by related module
Hello! I need to create sharing rules for different teams based on a related module of the record. The scenario is like this: There are two main kind of services that our company offers, and there's a Sales team assign to each service. So there are two teams, each one has a manager and some salespersons. Also, I have a custom module that lists the services and the other modules are related to it, through a lookup field. The records from leads, contacts, deals, products and quotes related to a specific
Using the MS Exchange Sync module - basic authentication required?
Referring to this closed topic: https://help.zoho.com/portal/en/community/topic/replace-imap-with-mapi I am investigating the use of the MS Exchange Sync module to replace access via IMAP. According to the instructions in https://help.zoho.com/portal/en/kb/crm/extensions/team-collaboration/articles/microsoft-exchange-administrator-guide#Prerequisites, one of the prerequisites is to have Basic Authentication enabled. So do i understand correctly that this means a service account or user credentials
Emails on contacts pulling through to accounts
Hi I have sent multiple emails to two different contacts that are associated with the same account, however the emails sent are not pulling through to the account page under the "emails" section. I have refreshed countless times but nothing has changed. How do I ensure the emails sent to contacts associated to the account pull through to the accounts page? Thanks Ashleigh
Replace IMAP with MAPI
We would like to request that IMAP be replaced with MAPI. Due to security issues we have eliminated the use of IMAP for all users except those on CRM. Requiring those users to have IMAP subjects us to hacking attempts which we cannot block right at the authentication policy in Office 365. Granted we can protect accounts in other ways including MFA and conditional access policies, but having IMAP off means we can stop the attacks right at the authentication policy thereby not making it flow through
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