How to add "Line Break" in Pick list Field in Quotes / Sales
Orders / Invoices ???
Hi I need to add line breaks within several Pick list items in my Quotes / Sales Orders / Invoices ??? I have tried using the regular html codes for line breaks but nothing works. All I get is one line of text for each Pick list item I have tried all of these: /n /r <br /> <br> <br/> Hope someone can help
How to create lead with specified layout using php api
hi i am using php api to create leads, but i need to create lead with custom layout, i have searched in google and found the below script but i won't work. Kindly help on this issue. $xml = '<?xml version="1.0" encoding="UTF-8"?> <Lead> <row no="1"> <FL val="Layout">2907483000001189001</FL> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> <FL val="phone">'.$phone.'</FL>
Location of hosting of form responses & Data Processing Addendum
Are responses to forms created on zoho.eu stored only in the EU? Also, please would you provide me with the official data processing addendum for the UK / EU? I cannot find it online. Many thanks.
Unable the populate data in "After subscription login Count"
under Active Subscription
Hi, I have customized field of "After subscription login Count" under Active Subscription in Contacts module. Our requirement is, after customer taken the any subscription plan from our website, then how much time(in number of count) comes in our website? Regards, Nagnath
Create task for untouched leads
Hi! I would like to ask if Zoho CRM is capable of doing this: If the lead is remained untouched for 2 days or above, can it automatically create a task (for example: "Check this lead" task)? Maybe a custom function? Thanks
Parent Account Field not an option on Conditional Layouts
I use Parent / Child account relationships. I'm trying to use a conditional layout if the Parent Field is empty but the "Parent Field" is not an available option. Any chance it could be added? My Scenario On my Parent Account I show a section with all "Related Sales Orders" for all the child (member) account sales orders. I do not want this "Related Sales Orders" Section showing if the account is not a parent account as it is redundant.
Can't run workflow rule on a lead created from a form submission
I have a form created with Zoho Forms on our website. The form when submitted creates a new lead in our CRM with a specific name in our "Lead Source" field. I want to use a workflow rule to create an action if that field matches what is submitted from the form, but the workflow rule does not trigger. The workflow rule is On Record Action; Create -> Where Lead Source = Buyer's Guide.-> Send Email. The workflow never triggers when a lead is created from the form, but it does work if a new lead is made
Using Campaigns to Promote Event, but want a registration form so I know who will attend...
I am using ZOHO Campaings to promote a meeting/event we are going to have whereby people will attend the meeting in person at a venue (not a webinar). We want to use Campaigns to send invites and market the event, but we want to be able to have the people who opt in to attend the event fill out a REGISTRATION form so we can have an accurate headcount and name of who is attending. Our event will require a headcount for meals and for an after event baseball game (where we have to purchase tickets).
Contact photos missing
I used to be able to insert a photo in a contact record, but now that seems to have disappeared. Have they taken that away? Being a photographer it was one of the key features that made me decide on Zoho CRM
Dates backwards on CRM Home Dashboard?!
Why is the default for events and tasks UPSIDE DOWN in the CRM home tab? Who in this world needs to know the LAST event of the day at the top of the list? Yes, I know I can go and click both the event and the task column every single time I goto the home dashboard but WHY is this not a settings option? still shaking my head at this one.
Bulk add notes on contacts, leads, deals, etc...
Hi there, I would need to bulk add notes to contacts or leads, and this feature might be useful also to deals, campaigns etc Example of use case - I review my leads, and based on the scoring, I decided not to contact 10 of them: bulk selection > add note "I reviewed this lead, and the scoring is too low to take action" - I review my deals with my sales manager, and I want to mark them as reviewed during our monthly review > bulk select > add note "Deal reviewed during monthly meeting with John"
Trying to configure IMAP integration in CRM results in CONNECT ERROR
I am sure my account works fine (in Outlook POP3 and in Andoid IMAP) but I am unable to make it work in the integration. I have tried all the options. When I update the configuration, it begins to turn around until I receive the message. Antyy suggestion? Thanks in advance.
Data Computation
Hello, we are planning on moving our entire CRM to Zoho and as such i have been doing an experiment to see if it will be a good fit for us. I came across a challenge where am not able to automatically compute figures. For instance i would like to be bale to charge a VAT of 18% on products but i have so far failed to do that......anyone here with a better way of including formula in data fileds?
Setting email opt out field in a web form
Hi, I'd like to manually set the email opt out field in a web form. What values do I have to give the hidden input field associatd to Email Opt Out. I've tried a few combinatiions, but none seems to work. <input type="hidden" name="Email Opt Out" value="??????"/> thks, a
Syncing Contacts based on Contact and Account Criteria - Not working
Hello, We need to be able to sync on two criteria which just is not working. The sync is scheduled to run every day, it ran once and never ran again. The conditions are: ZohoCRM.Accounts.BusinessUnit == "Business Unit A" AND ZohoCRM.Contacts.DecisionMaker = True These two fields are custom fields, and they map to custom fields in Zoho Campaigns. Additionally the software is buggy. It lags and hangs frequently. We're not overly happy with this product and there is no direct support button.
Direct view of all and personal events graphical in the system.
Hi, Is it possilbe to get a view with all events for each person and the hall team direct i the system? Is it possible to setup a nice graphical view of this? Kind Regards, Maria
Email automation
Hi I am new with Zoho CRM and I have an issue that someone may know how to solve it. I am trying to create a workflow in order to send emails. My company have some kind of yearly subscriptions, and we want that a month before this subscription ends, an email is send to a contact person (or many persons). The point is that: -we have every contact filled -each company have some contacts associated -each deal (subscription) have a company associated. What i want to do is create a workflow "action" to
Lead Source Tracking in web forms?
How to get the Lead Source by default?? In other words we want to check inbound leads on basis of their sources, like paid,organic and so on?
Tracking Original Source Type like Hubpost??
We want to want to categorize all the leads in the following format: Organic Search Referrals Social Media Email Marketing Paid Search Paid Social Direct Traffic Other Campaigns Ref doc of hubspot: https://knowledge.hubspot.com/articles/kcs_article/reports/what-do-the-properties-original-source-data-1-and-2-mean Anybody know here how to get this in Zoho???
Date filter in Leads module
Hi, How do I fetch Leads or any other modules based on a certain date time filter? Regards, Saha
Cannot view SENT IMAP messages in SalesInbox or my Email client.
Hi, when I send mail from Zoho CRM to my clients, the messages do not show up in the 'Sent' folder in SalesInbox or in my email client, which is a huge problem. I use a third party IMAP server which is synced with Zoho CRM. Incoming mail works fine, but I cannot see my sent messages anywhere, nor do they show up in my email client. Is there a solution to this? Best regards, Joel
Applying products to a quote
Hi everyone I am in the process of setting up "enterprise zoho CRM". I have set up a list of products, we only have 20 or so. When i then go to create a quotation, the products selection is not available. I can create new product in the quotation section but cannot see exiting products? Not sure what to do next. thank you
Conditional display of fields in Account screen based on Booleans
It would be really nice if you could set-up some conditional display of fields in the account screen based on booleans or other logic tests. We capture a lot of information that is not applicable to all accounts so it would be useful to be able to hide those fields until a check box is selected, to avoid having a really long screen of inputs. It would be also nice if this was extended to other logical tests - like if Shipping Country is X then display these fields Just a thought
HTML Field
I would like to have an HTML field where I can pass HTML and it will be interpreted like HTML not text
"Hide Details" on reports should actually hide lines
It appears that selecting the "Hide Details" on any detailed report simply clears the data out of the record lines, but leaves the lines there which you must then scroll through anyway. Any effort to make this feature actually beneficial?
CREATE OR UPDATE FROM CSV TO ZOHO CRM MODULE
Dear all, how are you? I have these CSV file. I want to use it to create or update records in a CUSTOM CRM MODULE once a day. Is that possible? Your help will be great :) https://docs.google.com/spreadsheets/d/e/2PACX-1vQCJD1f6k-an3xe3MxiHUBtQWzlBNQdHKCCH0uyQRQz6Cf4xVd64cfz6X5V_O28kLyBE3Fged0S_j9P/pub?gid=1693393276&single=true&output=csv
Email Templates - Link to Record
Hi Is there a way if I create a email template (for eg. template is sent to the owner of a new Contact) is there a way I can make it link back to the said record. So, Joe received a email stating Hi Joe A new contact - ${Contacts.First Name} ${Contacts.Last Name} - has been created. Can you please follow up within 7 days. I would like ${Contacts.First Name} ${Contacts.Last Name} to be a link to the contact record. Is this possible? Also, if you open the email on your iphone, is there a way for
Exporting accounts pulls all contacts as well
I am trying to export our accounts to do some additional analysis, but the export pulls all our contacts as well. Is there a way to only export the account module and not have contacts included?
Editing Task Assignment Email Template
Is there anyway to edit the Task Assignment email template?
(If you don't have the email) how to avoid Duplicate Records
How do I avoid duplicates across all modules when I don't always have the email address? I've been importing leads from spreadsheets, many times we haven't found the contact information yet, especially because sometimes there is more than one contact to reach out to. When importing the leads, I have all the email fields come in as "noemail@domainname.com". Here's where I end up with lots of duplicates: When I find an email for a contact (for example: Sportscars.com) I would change the lead email
Social activity not showing up? (Pro)
First of all, we automated social interactions such that if we get a direct message in Twitter or FB, it would create a lead. But it does not work as expected, to say the least. In the Social Tab, the last message (but only that) of ongoing conversations is shown in the column on the right, under the header that says "Unknown". Nothing is shown under Customers, Open Deals, or Lead/Contacts (it just says "no social interactions", which of course is incorrect). The lead that's being created in the
Custom Function - Add new Activity task with a button for Account Record
Hi! I have been messing with the idea to create a custom function that will create a Task for an account record. The scenario is with our service we may need to follow up on a external request to a 3rd party after we send an email. I want to be able to have our employee just hit a button that will generate a task such as : Follow up on Insurance for {company name} and assigned to the user that initiates the button. This would be created within the Account record. Need help with what the function
My Jobs Tab - CEO - Filter
When your role is set to CEO and you click on "My Jobs" you see all the jobs for everyone in the entire organization. This makes no sense. This should have a filter function just like any other module so that the user, even if CEO can display only jobs that are relevant to him/her and approvals. Likewise you might want to see jobs for a specific user to monitor how effective they are. This should be an easy fix.
Complete list with fields for the import possibilities
I have a lot of spreadsheets that I need to prepare for import. Can I find a complete list with the fields for all the different import options. Lars
How best to align your Sales and Support teams so they work in sync? Learn from the best.
"The Customer Support desk is still a foreign country to many sales teams. Sure, they travel there from time to time when mutual interests suddenly align, but they often return from these brief expeditions with no further insight into the local customs," says Greg Smoragiewicz, a Senior Marketing Manager at Aircall. In a webinar on June 28, we'll be discussing business strategies to completely align your Sales and Support teams, in collaboration with cloud telephony giant Aircall. Join us for a
Seeing several requests for Report sorting
There seems to be many requests in the forum, spanning several years, for default sorting of Reports. Zoho any plans for this? To reiterate, it would be nice to have default (I know you can click the header) sorting options in Reports without having to group (grouping adds extraneous rows/clutter). Thanks
How to create a case using custom functions
How to create a case using custom function with this: What are the parameters? <CRM Response> = zoho.crm.create(<CRM Module Name>, <Field values as map value>, <optional duplicateCheck as Integer>); Please help Thank you
fields validation
is this possible to implement field validation rules based on some logic in Zoho CRM? Best Regards, Moshe Soffer CRM Solutions expert Tel: +972-52-8795287 www.holisticcrm.co.i
email to case
Someone know if is there any solution for email to case scenario, this is a common scenario, Regards
Add "Drop Files / Paste from Clipboard" to Zoho CRM Tasks in
Create/Edit mode
Hi guys, just wondering if you had any thoughts about adding the Drop Files / Paste Clipboard functionality when in Create/Edit mode of Zoho CRM tasks. Similar to what you have in Zoho Projects. (widget from ZP above)
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