Forumula Field only updates after editing record
I've created a custom field that compares today's date versus a user entered date. The result does not update or show correctly in reports or the views. What's the benefit of having a custom field / formula if you have to edit the record every time to get it updated? Ceil(Datecomp(${Products.Project End Date},Newdate(Year(Now()),Month(Now()),Dayofmonth(Now()),01,01,'AM'))/60/24)
Z CRM - Create Pool of Unassigned Prospects that is viewable by all SalesReps authorized
Dear Community: How can we create a "pool" of "dead accounts" (accounts that are dormant to us), or potential new accounts that are visible by all my 6 SalesReps? Currently, each SalesRep has privacy on their Leads such that no one else on the Sales Rep authority level can see each others Accounts or Leads. Only the Admin, SuperAdmins can see all of the Leads; however, we want to create a "Pool" of prospects that could be added to our database such that any of the 6 Sales Reps could inspect that
Can a migration (especially from backup file) overwrite existing data on the CRM?
Can a migration (especially from backup file) overwrite existing data on the CRM? If backup data that contains record maps gets uploaded to the CRM that has existing data with those same records, will it over write the data or create back ups? Some follow up questions: If it overwrites the data and I undo the import of the migration, does it delete the records (and the data previously held there) or does it restore them to their original form?
User Access by Territory
We have a B2C business that operates multiple activity courses that are defined in our CRM as territories. We have new staff joining us who we'd like to only be able to access their activity clients, but not see the rest of the database. How do we set this up in the role/profile? In addition to this, a client may have done more than 1 activity and so may be allocated to multiple territories. In that instance, we'd like the user to be able to see all contact details events/mail/notes etc.
Changing font sizes in module pages to reduce page size and scrolling
Is there a way to reduce the font size on module pages in order to reduce the size of the page and reduce scrolling? Also with the same reasoning in mind, is there any plans to allow 3 columns in the module pages for the same reason? Regards Andrew
Restricting User Login Access Based On Location
Is there a way to accomplish this? Possibly only allow based off of an IP range? We are attempting to restrict user access from home but I am unsure if Zoho has this capability.
How do I create a landing squeeze page for CRM / marketing hub?
I'd like to create a PPC landing squeeze page to download our factsheets. The visitor arrives at the page, they enter their name & email address, and there's a checkbox to opt in to our news letter. When they hit submit, I want them to be emailed the factsheet instantly They'll be added to CRM regard if they opt in to the newsletter or not. If they do opt in to the newsletter, I'd like them to be in CRM & a mailing list in Marketing Hub. Please can someone advise on how to do this? I'm more than
Analytics components per CRM record
Are there any plans to enable the ability to embed analytics components to individual CRM records? Similar to the new lightning edition of Salesforce CRM (Example screenshot attached)? It is an incredibly powerful feature that would be welcomed by all users of Zoho CRM!
Move Leads to Custom Module
Hello, How do i migrate my lead records to a custom module. I have 2 thousand leads with a particular tag that i wish to migrate to a custom module. All suggestions are appreciated. Cheers!
Lead Sources Overwritten
Hello, At some point, I believe I may have overwritten the original values from within the Lead Source standard field. For example, let's say an original value for Lead Source was Partner and I overwrote that value to Web Form: Now, when I receive leads from a webform via Zapier and specify the lead type = Web Form, the result I get for Lead Source when the lead posts into Zoho is Partner - not web form. Unfortunately, I can find no way to repair this issue. Any thoughts?
Territory Management in a B2C environment
We are configuring CRM for a B2C client who runs multiple e-commerce stores. For B2C i have used the standard set-up of changing 'account name' to 'not required' for Leads, Accounts, Contacts etc. I wanted to use Territories to split our crm data based on which e-commerce store (domain) they users has come from - probably defined in the Lead Source field. However I note that to create a territory you only have the option to apply an Account Rule, which is redundant in the B2C scenario. Any suggestions
mass updating multiple fields at one time
It would be great if I could mass update multiple leads and fields at one time. Not one field at a time and then the leads get unselected so that you loose them. It would also be great if I could mass update the notes section
How to connect a Zoho CRM specific value (Lead source field) with a Mailchimp specific list
Hi there, I know that there are more than 1 ways to connect Zoho CRM with Mailchimp (free zoho plugin, zapier, other paid addons). Until now I connect my Zoho CRM with the Mailchimp using the Zapier. When I create a new lead (in general) then automatically this one goes to a specific Mailchimp list. I would like to make this connection more specific (and this is something that I cannot do it using Zapier). In the Zoho Lead Source field I have 2 options 'Website', 'Chat'. I would like when the new
First name in Leads
Hello, When Leads are created, they appear with a Lead name. When I want to edit the lead, only the field Last Name appears, and not the first name. I tried to go in Parameters -> Modules and Fields, and check if the first name was here. Actually, when I do a preview of how the lead should look, the first name appears as a field. I would like to be able to modify the first name when I'm in a lead. Can you help me please? Thanks in advance
CRM create/modify-specific field permissions
We have a new field, which is a dropdown, and the field is mandatory. So it will be filled in upon creating a new record (account). We would like to prevent that this field is modified later. We want to use this field to determine the territory an account belongs to, and because of API integrations it is essential that the territory does not change. How can we set that up? I can only find documentation about general write permissions for fields, but we need separate field permissions for creating
Integrate IndiaMart with Zoho CRM using API
Can we integrate IndiaMart with Zoho CRM using API ? We are not interested to use marketplace extension.
All email templates are showing no content
All the email templates that i had created are now showing empty content
how many emails can be sent per day using the workflow alerts?
Hello everyone, We have created workflow rules into automation space inside the CRM, and we have a question: how many emails can be sent per day using the workflow alerts? we read your docs at this link https://help.zoho.com/portal/kb/articles/how-many-emails-can-be-sent-per-day-using-workflow-alerts. This is the case: the company has three accounts: 1) A (the owner) 2) B (2nd account) 3) C (3th account) B writes the rule that if B add new leads, these one recive an emails with informations. How
how do i add an email I sent in outlook to my Zoho CRM?
I sent an email from outlook (this contact isnt part of my CRM but the company is). How do I add this to Zoho so it shows up as a sent email for this customer
How to plan sales trip on the web version?
We can use the ipad/Android app to get a visual of accounts and plan our trips while on the go. Is there a way to make this available from the web version of CRM?
Adding a parent company at the Lead stage
Hi Many of the organisations that we work with have parent companies. We would like to have a clear view all the way through the system that makes reference to the parent company. Are you able to add this in the leads stage? Would it make sense to? . We feel there are there are 3 stages to consider - a Lead that can then become a Prospect (a potential client) until such time work has taken place then move to becoming a Client. What is the best way to manage a prospect within the CRM system. Any
Starting with Zoho as a freelancer
Hey everyone! I'm totally new in Zoho and a company reached me to add 3 landing pages to their wordpress website. I understood tha there is plugins in wordpress to integrate Zoho but as a freelancer, am I supposed to create a Zoho account under my name or under the company name ? Who is supposed to create and pay the Zoho account ? Thank you
Cant put Sales Tax in my Contract
Hello i was making Contracts and i can put Sales Tax Manually in the line of contract and in the bot part of the disccounts and tax, but now i cant put this information manually and i dont see where i have to put the % of the Tax to the articles. Thanks
Pick auth for API v2
Hello, I am implementing a web service that will use the Zoho API through the Java SDK. I see that `ZohoOAuthDBPersistence` allows to store multiple authentication informations. So let's imagine I have two records in the database: two users, each one with a refresh token. Now l want to upload a file, I see the example code: ZCRMRecord record = ZCRMRecord.getInstance("Leads",35240330409001L); APIResponse responseIn = record.uploadAttachment("path/to/file"); How can I choose which user's access token
Copy Field Info from 1 field to another
I'm trying to copy an address field from a previous section in a Deals Layout based on a tick box "same as previous" rule. I have tried to do this via a formula but the formula is hidden and only viewable when in the module builder. How can I copy info from previous fields and/or make formulas fields visible?
Inbound SMS workflow not functioning
I am receiving inbound SMS messages from people that I am calling. Problem is that the contact, lead or number is not being recorded. I am using the Twilio Integration. This is the information that is coming from my workflow This is what the screen shot looks like from the SMS Texts Module If you have any suggestions or comments please let me know. H
Error when editing deals layout
When I attempt to edit the deals layout, I receive an error message "unable to process your request". In the URL, I see 'iam-security-error'.
Hubspot migration failed -- cannot see why; "Import History" frozen for 12 hours
We attempted a migration from hubspot 12 hours ago, and received a "Your HubSpot data migration is paused" email (attached) after a little more than an hour. The page linked in the email was non-functional. 12 hours later, same status. The "Migration Status" link still leads to a page where the process appears frozen, and nothing is "clickable." This is the latest in a long list of issues we're accumulating in our attempt to move from Hubspot to ZohoOne.
Set value for option field in contacts depending on field in account
Hi, so we do have a field in account, which defines the type of our customer. Account-Type X Y Z Now, we want to add a field in contacts (Event-Typ), that depending on the field in account. So when account of contact is Y then set type B for that field. How is that possible?
Lookup filed filter
I want to create new module and linked it with deals module but i need to filter the deals depending on the deal stage how can i do this
Dymo LabelWriter 450
Has anyone configured the Dymo LabelWriter with Zoho yet? I am just joining the Zoho world from Act! and I really do not want to loose this feature (one label at a time).
print shipping labels want to use a label printer
To print shipping labels want to use a label printer, but only accepts print on one column and does not print the labels in the second column. How to solve it?
How do I update a leads information in the TYPE field
G'day all, I want to send an email to leads, asking them to select a different TYPE so that I can be more targetted in my marketing. Might be better to use tags - I don't know. But what I want to do is have them fill in a form that updates the lead record? Any help greatly appreciated!
How can i do this relationship in Zoho CRM (Accounts - Invoices - Products)
Dear Everyone!, Any one have any idea as per attachment? Thank you Thet Kyaw Linn
Tax code is available in Zoho CRM?
Hi everyone, In Viet Nam, tax code (or business registration of a company) is the most important information. However, I didn't see it in Zoho CRM contact form. How can I create this field? Thanks,
Sales order email template
Hi, i've created a sales order template and I want it to list the product details from the sales order, i've entered this '${Sales Orders.Product Details}' but it's coming up empty when the email is generated, any idea why?
Group Deals
I am CEO, say I have 2 teams A & B. Team A Users only want to see Team Deals. Team B Users only want to see Team B Deals. I want to see both Team A/B deals I also want to create a deal and assign it to Team A or Team B. How can I do this? I looked at data permissions. I also do not have ability to add data sharing rules. Is that required? Seems like a basic function I need.
Limit Zoho Finance to one entry per Deal
Hi Team - we have Zoho Finance integrated in Zoho Books. Is there a way to limit Zoho Finance Sales Orders to 1 per Deal?
Translation request for english - united states in French
In Leads, associated list "Invited Events" is translated to " A invité Événement ", this does not correspond to anything, translate to " Evénement " please. In blueprint, the default state is "-none-" you must translate to "- aucun -". In the blueprint, on the sheet of a "Leads" when there is a blueprint to perform. We see "Blueprint state", translate into " État du processus ". Translate "Transitions" into "Actions". Thank you for considering this thoughtful observation
CRM Field
Hi, I have a form to be filled and submitted by my customers which includes a CRM field where they put their contract number and some fields a populated. But they can't input any data on this field, it looks disabled to them. Cab you help me on this? Thanks
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