Simple formula question / Template conditional statements
I want to achieve to return something else than "true" or "false" in my email templates sent to clients. I have a check-box in my module that indicates if an activity is completed or not. I'm checking if a formula can be my solutions, but are struggling to create the right syntax. In English the syntax would be something like: If checkbox ${CustomModule1.Client Payment 1} is true, then return "Payment received", if not, return "Payment not received yet". How will this formula syntax be? What I really
Email sharing settings
Hello, We are currently syncrhonizing our mail accounts (gmail) into Zoho. The problem is that the emails I send to my colleague (who is a contact in the CRM) appears there. I'd like to exclude internal emails from the synchronization, is that possible?
Making calls from a laptop
What would I need to be able to make phone calls from zoho on my laptop. In other words using my laptop as the phone. What would i need as far as extra equipment, software, services, etc. I already have a zoho account.
Group of Companies
Good afternoon, Can the CRM be used for a Group of companies with subsidiaries?
Filter Account by Product
Is there a way to set a filter on products in the accounts view? I understand I can go to products and then see the associated accounts but that doesn't allow me to filter the accounts further. I need to filter on the accounts view. Thanks!
Higher Logic
Hello- Has anyone used an intergration with High Logic community software?
auto account creation
Hello I am looking for a function that will create multiple accounts automatically For example I create a new account and select in account type parent, this will initiate work flow that will trigger creating under this account 1.2.3.4 (NO. I SELECT) Member Accounts Do you have such function example to share Tnx Daniel
Marketing Campaigns and Drip
Hello, We would like to create specific marketing campaigns in Zoho. We want to create an automated sequence of emails, for specific scenarios. For example, a campaign that offer a 10% discount before a quarter closing. We'd like to let the control to sales reps to add a lead or contact to a campaign that is built to send a sequence of emails. Which tool is more appropriate to do that?
How to associate more than one contact to a Potential
Hi there...we have several Potentials where the client has asked us to copy in several people on all communications. When we initiate an email from the CRM, only the "Contact" associated with the potential populates the e-mail send-to field. Is there a way to associate more than one Contact with a Potential? Thanks!
Image Custom Field
Is there a way to build a custom field that can store an image. What I am looking to do is display a specific image based on the results of another custom field that we are using. We have a custom field called ACCOUNT STATUS. I want to have another custom field that can display a specific image based on what's in ACCOUNT STATUS. For example if ACCOUNT STATUS = LOCKED then show a red flag icon, but if ACCOUNT STATUS = ACTIVE show a green flag icon. Is this achievable? Thanks!
How do I change a contact picture?
I used to be able to add a picture to each of my contact - where is this option now? I am attaching a screenshot for example. I want to change those contacts pictures to something else.
Contact Page- Add a link to a specific file?
I want to add a link to a drawing file on a contacts page so it gets clicked and it opens up on the computer. This means a link to a file specific to that particular contact, so we can easily open their drawing. Possible in CRM? I know how to add a link to the menu list on the left but it is not specific to a contact.
Workflow rule with field update function
Hi, I need to be able to create my custom module record name before it's inserted as it will work like a composite key made up from 3 different fields. I created a simple function that concatenates these fields but I can't choose it to be selected in the workflow. It's simple code of return <arg1> + "-" + <arg2> + "-" + <arg3>; if I select to write my own function again in the workflow it only allows me to create function with no return (void). If I select field update as an action it only allows
Enable/disable Reports run, sepecial for email-reports
Hi! Maybe can a good feature a special status for reports on CRM, i have some report sending by email but the only way to stop now this is "deleted" them. Today i create a filter on my email box for "delete" all report i don't have interest now, this can be more easy if i have a option to "enable/disable" reports runs. Thanks!
Import Records and Associate with Account
I have a Custom Module that contains Collection Notes. COLLECT NOTE ID DATE ENTERED NOTE DETAILS ACCOUNT I am trying to import the notes from my CSV and make sure they are associated with the correct Account. My CSV has fields sl | date | note | company The company field matches the name of the company that already exists in the Accounts module. My notes are all being imported into the custom module, but the they are not being associated to the accounts. I am mapping my company field to the Account
Solution: Deluge script for populating a lookup field when creating a new record in Zoho CRM
My use case: Create a new Invoice, using fields in the Potentials module in Zoho CRM - I want a button to do this. (Yes - I appreciate that this is not a normal use case, we have a simplified implementation of CRM that does not use Sales Orders etc) Problem - it's pretty straightforward to populate normal fields, I came unstuck with lookups. My lessons: 1. You need to make sure you use the API Name when referencing the field (found in the Setup -> Developer Space -> APIs -> CRM API). 2. You need
Tip#47: Using Custom links
Hello folks, For your tip this week, we are going to show you how you can quickly get more information about your prospects and their companies from third party applications by using custom links in the record page. When you are ready to call your prospects and make your killer pitch, it helps to know a little bit more about them and their business. So you switch to Google search, enter the lead or company name and browse for information like say their contact number, the size of their company, the
zoho crm import failed using excel file
How to interpret the error message: "Choose a unique field to identify existing leads. This will help you update the existing records from the file."? Reading the "Import Data to Zoho CRM" HELP article did not pinpoint "Choose a unique field..."
changing lead status after email sent
How can I change the lead status after the lead has been sent an initial mass email?
Reports and relations -
I need to create a report with Contacts and Solutions. Solutions has a Lookup Field that relates to Contacts However when I'm starting to create a REPORT, either beginning with Solutions or Contacts i'm not able to use a relationship between Solutions and Contacts
How do I script web forms to capture email address and contact information?
Is there a script or documentation about how to set up WordPress forms (i.e. Gravity Forms or Contact 7), forms built in React, or other forms of lead capture to push INTO Zoho rather than using Zoho forms?
Delete Sent email form CRM account module
we are currently running out of storage in our CRM account, this is due to individual emails (not template) sent several times to clients. How can we delete those sent emails, we are not using Zoho mail and our email setup is IMAP.
Calendar in CRM
I use the Zoho Calendar in the left list next to my zoho email page, but the CRM calendar is a different calnedar, the events do not cross populate. Not useful. How can I use my Zoho calendars in CRM?
Lookup VS related lists
I am not sure how to do this exactly so I will explain what I am trying to accomplish. My staff looking at a lead needs to pick a name of a company from a dropdown list. Once the company is selected in the dropdown, the other related information for that company needs to be filled in. The mailing address, etc. For now, I made a workflow rule that populates certain fields when certain conditions are present. The problem is that is time consuming to add in each time a new company's information.
How to send CRM email from my own server, not zoho's
How can I setup my CRM email to use my own SMTP server instead of Zoho's?
Is there an easy way to make Contacts Leads and make Leads Contacts?
Made the mistake of importing all my contacts as Contacts... now realizing that they are Leads in Zoho CRM, not Contact - that Contacts are converted Leads. Suggestions on how to easily change what I've got? Export everyone and important as Leads?
Contact roles in Potentials - more data
Currently our sales team have to make a lot of phone calls and switching everytime between potential and contact data is time consuming. That would be solved if in Contact roles detail view we could see mobile phones, home phone, and secondary e-mail data. Now this detailed view is not customizable. Regards, Marko
Automatically change stage after 10 days.
If a deal has been in a specific stage for 3 days is it possible to automatically switch the deal to the next stage?
New Reports and Comparison
This might not be a bug so to speak. In the new reporting system for comparing it gives you the option for a "picklist values" for the comparison instead of users or role. The problem with this is it does not allow you to use the "User" picklist fields. We have a multitouch sales process where we have multiple steps(and salespeople) for each potential. We cannot do the comparison by potential owner since the user changes by stage of the process. If we could use the "user" fields in the comparison
Alerts
Looking for a way to alert a user instead of an email notification... I want a POP-UP alert that an SMS text has arrived
Logging out so often
I have noticed that I will be away from my computer for a little time and then it would log me out automatically. But this happens to my entire staff throughout the work day. Doesn't seem right. Should keep you logged in for at least 24 hours. Am I missing a setting or something here?
How to determine which products were quoted and sold during a specific time frame
I am trying to determine how to setup Zoho CRM so I can report on how many of a specific product was quoted/sold during a specific time frame. I have associated Products with Potentials, added them to Quotes and Sales Invoices and I'm having a difficult time trying to figure out how to get this information out in a report or dashboard. This type of report will let me know if I need to order more product based on how many are in my pipeline as well as help determine what my top selling model is if
CRM Custom Module
I need to add a custom module to store Collection Notes(Billing Notes) for our Accounts. The reason for the custom module is my Accounting Department wants their Notes stored separately so they can be searched or looked at on their own. The built in Notes feature does not have any categorization of notes. For this Custom Module I need to store DATE OF NOTE, NOTE, ENTERED BY. These are the only fields I want . There needs to be linked to Accounts and I have added the LOOKUP field for accounts. My
Analyze old data
I have the following excel sheets: - People asking for materials - People asking questions - People asking for a guided tour - People which ended up signing up for courses - and which courses they signed up for All persons would be identifiable either by phone number og e-mail. I would like to import all this data into Zoho CRM, so I could do a little analysis - and compare to whatever I put into Zoho CRM from now on. Is that even doable (like they all were in different places of a sales funnel)
Subforms not working
I tried to set up a simple subform in my leads layout. After saving it and going to a lead. The only thing I can see there are the field names. Nothing can be inputted at all. Am I missing something?
Grouping feature in Zoho Reports
That would be nice to add a "data grouping" feature in order to avoid adding too many fields in the CRM. For instance a grouping on lead source > chat, website, social networks grouped as marketing sources and sales visit, sales prospection, customer referral grouped as sales sources. The only option that I have today is to add a category in the CRM, I don't want to multiplicate fields in the CRM. Is that something already possible? Planed? Thanks,
Data migration tool for Notes and Events does not respect mapping of owner/user
I am migrating from a legacy CRM to Zoho CRM using multiple CSV files, using the Zoho CRM data migration tool. I am finding the migration tool does NOT respect the field mapping for Owner of Notes or Events. So when I import notes and events into CRM all of those records get set to myself as the owner. I need to assign events and notes to the users they belong to! For example, for Notes I am mapping users' EmailIDs to the field "Note Owner ID". But it doesn't take, I end up being the Owner on all
Amyone set up the CRM for Insurance. I'm looking for Life insurance
So I went through setting up the layout for the lead module. Surprise you cant copy to the other modules. I am so disgusted. Anyone have a CRM set up for Life Insurance or Similiar
ZOHO Unavailable?
Currently getting an error across my users that ZOHO CRM is temporarily unavailable. Will this be fixed shortly?
Zoho Community Meetups - Australia
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: Queensland Sunshine Coast Brisbane July - 30 Jul - 31 Other cities Sydney
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