Help with If Statement Please
Good day I need assistance with an If Statement Please. I need a function that will do the following: If "Referral = Yes, Then "Quoted Gross Profit" * 0.30, If "Referral= No, Display 0 Second If statement: If Referral GP >0, Quoted Gross Profit*0.7 (or Quoted Gross Profit - Referral GP) Please help Thanks Regardt
Shopify Orders with Leaddyno & ZOHO Integration
I have been trying to figure out how to sync the affiliate information for each purchase into zoho. Essentially when an order syncs with zoho from shopify the leaddyno details sync over to the same contact/customer through the sales purchase. Any ideas on how to accomplish this? I wish LeadDyno synced with Zapier... that would make everything so much better.
Proper use of Territories, Roles, Groups, Etc for setting up company divisions/departments?
Our company operates with three different divisions (retail, wholesale, trade) with each division having different client types but covering the same geographic regions. I am looking to divide up our CRM efforts by client type. 1. We are looking to set up a hierarchy in which those with role of CEO (or similar) are able to see all data (Accounts, Contacts, Leads, etc) but will easily be able to view/sort based on which division the data belongs to. 2. We need to have different layouts and fields
How to add multiple currencies?
Followed the advice below, however there is no Manage multiple currencies button to click. Cannot select more than one currency. Please help. https://help.zoho.com/portal/kb/articles/how-can-i-change-currency-in-zoho-crm
Task Reminder - Custom email subjects
Hi Team Zoho. It would be immensely helpful if you looked to engineer the the Task email reminders in such a manner that the email Subject could be customised so I can leverage my outlook rules to auto prioritise tasks. How I work daily is governed entirely by those task reminders. and they all land in my inbox in one messed up batch to sort manually. I have tried using different times of the day to sort them but this has not worked well
Total year forecast doesn't show as the total Objective on the main page.
I am trying to have the main page updated with the objective for the total year. $ 10 000 in not the correct number. I entered monthly forcasts in the forecast page but it doesn't seam to add properly here. Was there the correct way to see my YTD revenue vs forecasts?
Lead mapping conversition
Hello, I have a problem with lead conversition mappnig to contact. When mapping, it doesn't give me the options I need. See below the attachment. I can choose alumni source (contact) only for account name (lead). When I try to choose for Alumni source (lead) it offers me different fields. How can I fix it? Thank you
Zoho CRM Email Domain Change
Dear Zoho, We use your CRM package to run our business. It appears you changed the domain for emails sent from CRM from @zohocrm.com to @sender.zohocrm.com. And you didn't inform your customers. So all the emails we've been sending for the last few days have been flagged as spam and going to recipients' junk folders. How about a heads-up next time?
Zoho CRM to Lists
Is there a way to add an Account to a List for use with Mail chimp? Users come and go, but Accounts stay for life :D We use Zoho to manage Helpdesk, but looking at getting Zoho CRM to Send News Letters to Relevent parties based on services we offer, a tad like products. We did try products within CRM but it appeared to be more like BOM (Bill Of Materials)
Email parser not parsing url correctly?
The email parser parse other fields correctly but not the http it thinh http as json field here is the data i am trying to parse Name: Jhon Number Name: Dany Tracking Tracking Number: 92656544587 Call Back:https://app.testapp.com/calls/43434/dasdasdasdasdasdsadas the problem is the parsing the data come out as //app.testapp.com/calls/43434/dasdasdasdasdasdsadas but i want to be as https://app.testapp.com/calls/43434/dasdasdasdasdasdsadas ALSO i have to use the module field as text because email parsing
Zoho/Outlook Integration
Hello, I would like to set up my Outlook to automatically attach emails to the correct CRM account and have done so. However, I noticed that when I delete the email in Outlook it takes it out of the email section in the connected CRM account. Is there a way to stop it from auto-deleting in the CRM? I would like to keep a running history of emails for each customer without having to keep all emails in my inbox in Outlook. Thanks!
JotForm Integration
Hi! It would be very helpful if JotForm and Zoho integrated where checkbox fields would transfer to Zoho from JotForm. Example: "Check all that may apply"
Data Sharing on Free Version
Hi. We're trying to evaluate Zoho. On the free version, how do I share leads uploaded as SuperAdmin with the other two users? The documentation does not seem to match the actual product. Thanks, Mike
Define/segment territory arbitrarily
Until now we have defined territories as entire US states, but now we are looking at cutting California in half. Sorting by Mailing State no longer works for this, so my thought was we could use cities, however California contains hundreds of cities. Is it possible to do this without specifying every city manually? If not, is it even possible to have hundreds of conditions for segmenting a territory?
No bounce-back if sending mail through CRM
Currently, when you send mail through zoho crm you don't get a bounce-back if the email address is invalid. This can cause significant delays as one could easily assume the mail got sent out fine since there was no obvious errors. Thanks
CRM Lead ID (and Unique URL like salesforce.com) for use with callfire.com
Is there a similar function or tool like with the salesforce.com unique URL for each contact or lead, "https://na7.salesforce.com/00QA0000006X6sr" for example, which will enable us to access and update a lead through a link. I know zoho crm has lead and contact id's, but I don't know how to write code or utilize API's. Callfire.com has an explanation for doing this with both saleforce.com and sugarcrm.com. See http://www.callfire.com/blog/?s=Hosted-crm Thanks very much
Definition of Potential Name, Account Name and Contact Name?
How does Zoho define Potential name, account name and contact name? i
Zoho crm v2 api call getRecords
Hi there, I'm trying to get all the records from the Leads module in a standalone function like this : leads = zoho.crm.getRecords("Leads"); for each lead in leads { info lead; //id = lead.get("id"); //oldBCICase = lead.get("BCI_Case"); //details = {"BCI_Case_n":oldBCICase}; //zoho.crm.updateRecord("Leads",id,details); } return ""; The thing is that the console log with info doesn't pop up when i click on save and execute script. When i did the same thing with the Accounts module it worked perfectly.
I want to send texts to my contacts. Can anyone help please?
I want to send texts to my contacts. Can anyone help please? The last post I saw on the community users forum was 4 years old!
Searching for Accountname ? http://www.google.co.uk/search?hl=en&q=$[Accounts.Account Name] ??
Zoho Enterpr. and W10 Pro I have URL field in Accounts : http://www.google.co.uk/search?hl=en&q=$[Accounts.Account Name] to find more details of that company on the Web.,like phone email. but it returns the "text" $[Accounts.Account Name] only and not e.g.: Johnson & Co Ltd if i insert in the URL field: http://www.google.co.uk/search?hl=en&q="Johnson & Co Ltd" ............. then it is working..! What is right format ?? .. .I am not sure about the $ sign there.. Thanks WilliamR.
Pansonic KX-TVM telephone system
How can I link our panasonic telephone system into Zoho?
Zoho CRM Template Image Viewer
After loading an image into an Email Template from the file manager, I can get the image source, if I want to delete this image after a period of time, where can I do this?
Calculating price of products in Sub-form
Hello, Here is my scenario. i have the following sub-form in a custom module i created called " Products in Order" In the sub-form i have a lookup field "Product Name",Quantity of that product and Price (calculated field) My goal is when i choose a product and quantity the Price will be calculated automatically with the unit price associated with the product ( I have a standard Product module with a field called "Unit Price") multiplied by the quantity Please advise Thank you Yoav
How can I check if the email is real or not.
I would like to check if emails of my customers are real or fake, how can I do it?
Webhook integration
Hello. I have an easy task, but I am a beginner in Zoho, and I don't understand where how to realise it. So, I need to use a custom function: when admin clicking the button "Approve" in the contact record, it should work webhook, that have only one parametr to send - current Contact's email. I am trying to drag&drop "webhook section" in the Function's editor when I am creating my function: <variable> = invokeurl [ url: "https://multitenant-api-cht20.skylabapps.com/wh/gip7yj?email=${Users.Email}"
Custom Date Function to spell out date in merged results
We have a date of birth custom field in our Contacts. We have a mail merge that fills in the date of birth. However, in the merged document, we want the date to spell out - so 1/1/1995 would display as January 1, 1995 Can someone point me in the right direction? Thanks!
Client would login to restrict login times for certain users
I thought that was discussed during my training, but can't find it. Is this possible?
Zoho CRM v2.0 and 1.0 API access
We are currently in the process of upgrading to Zoho CRM 2.0 API and the code has passed development and is onto our staging area. Our staging and production use the same CRM account so my question is this. If I generate new v2 API credentials will that nullify the v1 API credentials or can you have both of them active at the same time? We are worried that if I activate the v2 credentials that it'll stop production from working. I hope this makes sense. Thanks in advance.
User is already present in another account.
Hi , I got this error when I try to invite this user l.eid@imtilak.net to CRM, “User is already present in another account.” Please fix this issue, we have not added this email to any other CRM account
Email security
Hi can I prevent a record being created using certain email addresses. E.g. How can I stop an employee creating a record with my email address.
Sales Stage Checklists - Blueprint vs New Module vs Layouts
BACKGROUND: We have 12 sales stages that each deal moves through. At each stage there are tasks to be completed and checklist items to be ticked off (checklist items don't have due dates). Note: checklist items are stage dependent, not date dependent - so they are not tasks with a due date, they are tasks with a due stage. QUESTION: How best should I create a checklist of items tied to each stage in the sales process of a deal? Should I use just add custom fields that Blueprint checks are filled
Ability to customize tasks from Accounts tab
Good Morning, Is it possible to customize the layout of tasks from Accounts panel when we go to open activities and create a new task? Please advise. Is it possible to
Zoho Webform spam
Is there still no solution for stopping the SPAM form fills in Zoho Webforms besides Captcha?
How to build a logical relationship between customers employees and projects?
Hi, How do I define a logical relationship structure of my customers, employees and business projects in ZOHO CRM? Scenario: Conner is a customer of my sales staff Sandra. Conner recently bought a land in a project called PROJECT-X. Observation: The above scenario clearly shows a direct relationship between: (1) a customer and a staff (2) a customer and a project, and (3) a staff and a project PROBLEM: Which fields should I use in ZOHO CRM, such that if i select: 1. a customer, then I should
how to upload a word document i Zoho templates
Hi, I am new in this community but been using Zoho CRM for years. We are a leasing company in Denmark, and using Zoho CRM as part of our dealer administration. We are using Zoho cases as an overview of current contracts and have automated workflows around this. What we want Zoho to assist us with is sending an Zoho document to a dealer based on a status in Zoho cases. Is there anyone in here who have an idea? Best regards Jacob
Brief note on our recent releases
Hello everyone, In today's post we will brief you some of our releases. Email authentication Sometimes when businesses choose to send emails from their CRM account using the company domain it is important to authenticate the domain details to increase the trustworthiness of the email origin. Zoho CRM provides three authentication standards to validate your domain: DKIM (DomainKeys Identified Mail) - It is used to ensure that the message has not been altered in transmission. It uses public key encryption
Enhancements in Zoho CRM's Campaigns
Hello everyone, Here's a brief introduction to some of the enhancements in the Campaigns module that were recently rolled-out. Creating Surveys' from CRM Creating Webinars' from CRM Establish parent-child relationship between campaigns Please note that these features are opened for selected customers on an early access basis and will be available for everyone shortly. Kindly share your valuable feedbacks, suggestions, and experiences with us. Creating Surveys' from CRM Integrating Zoho Survey
Event Attendance Management
Hello all, We are in the events business and we need to have an efficient way of keeping track of our different attendees based on their role in a particular event. For example we are looking to see what type of participation contact had at a specific event. Was the contact a speaker ?, Did they sponsor the event ? or did they simply just attend. These roles may change from event to event. We are currently using the Campaigns module to keep track of event attendance but it seems that we cannot
Prevent creation of new account from within deal edit page
Currently, when a user creates a new deal, and lookup the related Account on the create page, if the Account does not exist, it automatically creates a new account. However, this bypasses all the validation rules of creating a new Account. I would like to prevent this "functionality" so that the deal can only be linked to an already existing Account. If the Account does not exist, the user would have to manually first create the Account and then add the deal against it. Please advise how I can
Account backup
Hello! I made some changes to my account and one of them was the deletion from my organization. I wonder if it is possible to perform some backup so that I can recover my organization and emails?
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