How to create a Custom Field evaluating a blank date field
I want to setup a custom formula which will convert the difference between dates (i.e. calculate a conversion date). The Formula will check if a Date B exists and if it does return Date A - Date B, else will return Date A - Date C. Date A - Invoice Date Date B - 30 Day Trial Date Date C - Inquiry Date Formula Return Type = Number I have set this up as such: If(Accounts.30 Day Trial Date Setup =! null, (Datecomp(${Accounts.Invoice Date},${Accounts.30 Day Trial Date Setup}))/1440, (Datecomp(${Accounts.Invoice
Custom fields
Hi Can I add time only field in CRM, without date, as you can in forms?
When should I use a custom module vs. a layout?
Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a
How to call workflow rule custom function before lead creation
Hi! Brief explanation what we need to accomplish, When new lead comes in zoho crm it should check whether email address entered for this lead is already existing in any other lead or not. If email address is existing already in the zoho crm lead it should update all fields data of existing lead with entered data of newly created lead that means while creating the new lead if it found duplicate entry for email field it should update the existing lead or else it should create new lead in zoho. We
Creating workflow 7 years out
we are a real estate firm that is using ZOHO to follow up with closed clients. we are trying to create a task once a year for seven years. When we try and schedule the task we cant not enter more than 999 days. only 3 digits are allowed. Does anyone know how to fix this issue or am I doing it wrong?
AdWords gclid coming through but no other data
We are having an issue whereby the AdWords GCLID is being populated in ZohoCRM but none of the other AdWords data is being populated. This is happening on every lead. It has been well over 48 hours for most of these leads if not longer. See image below. Are we missing a step?
How soon can new Accounts/Contacts be searched for?
So we are seeing with an app we've made that uses the Zoho CRM API that Accounts/Contacts we add to Zoho manually are not immediately searchable via the API. It takes about 2-3 minutes before they start to appear in search results. In troubleshooting further, we discovered this is not unique to API search, but applies to Zoho CRM's search feature as well! Can someone confirm that new accounts/contacts added are not immediately searchable in Zoho or the API? This creates an unwanted delay in our workflow
How to have BCC'd emails count as Activities
Hello, We would like to have email BCC'd into Zoho CRM counted as Activities (Tasks, Emails, Calls, etc). Is there way to accomplish this? Or set up a custom formula so a BCC'd email automatically creates an Activity? We need this feature so our activities reporting accurately reflects what our sales team is working on. Thanks,
Just getting started - Is Zoho the right Product?
Hello all, First off I was a Tech PM for the Intel Corp for 13 years ..... 9 years ago so pretty rusty but pretty experienced. I just got asked to take on being the Executive director for an Addictions treatment Center in Costa Rica and since I accepted
Feature releases and enhancements in Zoho CRM 2018 - Continues
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a closer look at some of them. Enhanced Sandbox: Sandbox is a platform for hired-developers to make improvizations to your organization's CRM account by using the Customization, Automation and other features. This update brings the usage of sandbox to a whole new level. In the new sandbox, you can: Add "Developers" - a new User Type in CRM, specific for developers using sandbox. Facilitate Partial Deployment of
Event Email Notification
One of my users event email notifications are not being sent. This however is not the case when sending to other organization users when sending to them as a group. I'm looking for a setting that potentially would solve this and have not found anything. Please assist.
Leads associated with an existing account
Hi Is it possible to create a relationship between a lead and an existing account? As an example you may get an enquiry from an account which is not at that stage an opportunity (potential). Can yo raise the lead and see this in the account record? Ta all Nick
Using Zia Reminders
Hello folks, We have been looking at features from Zoho CRM's 2018 Release individually, and today, let us take a closer look at Zia Reminders. Before I get into the feature itself, please be informed that Zia Reminders, like any other Zia feature, is available only for the Enterprise Edition in Zoho CRM. As a sales rep you do your best in prioritizing which leads or contacts to follow-up with, and when. Zoho CRM helps you in prioritizing your records and activities for each day in multiple ways. But inspite
WORD (Not email) merge
Can ZOHO execute a mail merge for letters.with current contacts
Integratation of Skype functionality with Zoho CRM
How can i Integrate Skype functionality with Zoho CRM ??
What's New in Zoho CRM 2018!
Hello Everyone! With great pleasure, we announce the most anticipated release of Zoho CRM 2018. In a bid to enhance our customers' experience and make them sell smarter, better and faster, we have added on some power packed features for Zoho CRM 2018. This post will give a sneak peek at few exciting features that are open right now and some that will be opened in the coming weeks! Zia - The Conversational AI and more Zia has proved itself as your best companion in sales by letting you think and act
Feature Request: Ability to Change Lead "Company" field name
We convert LEADS to ACCOUNTS and CONTACTS. In the leads we map the "Company" field to "Account Name" (within the accounts module) I would love to name the lead field "Account Name" so it matches the same field in Accounts. I've had to explain the difference hundreds of times... and I even have tooltips explaining issue. Summary: Please let us rename the lead "Company" field to whatever we want OR assign it a name based on the Account module ie: Account Name. Would be a simple but huge usability improvement
Workflow creator : if following taksk are marked completed, then send a email to client.
Hi There, as you see in the attachment i created a workflow. Now once this workflow runs my clients get a email everytime a task is closed. What i need is : If all these tasks are closed, then send a email that we received all of his documents. I geus its somewhere in the Criteria Pattern but i cant seem to find it.
Emails showing as Plain Text on Recipient IOS Devices
I have set up workflows to trigger automated emails for my leads. The email contains an image banner at the top and the social media icons in my email signature are hyperlinked. On desktop and on Android mobile devices the email does not have any issues displaying. On IOS devices the emails are coming over as plain text causing the images to be links. Does anyone have a solution for this or is it an IOS issue that does not have a workaround?
Import account and contacts
I am going to import 60.000 accounts with their related contacts. One company with several contacts. How to proceed? first account s and then cntacts or something ese ? William
Company Seach
I created an URL like: http://www.google.co.uk/search?hl=en&q=Company xyz ... and wonder how the last part should be: Account Name is not working.. Any Idea ?
Workflow Automation - Campaign to CRM
Hello! I would like to create a workflow for the following scenarios. 1. Schedule a call when someone unsubscribes. 2. Schedule a call when someone clicks on a link sent through campaigns Is this possible? Thanks.
Potentials Workflow - Automating a Call
Hello, I am trying to automate a call for a Potential based on date. I am able to set-up a task, but I really want it to be a scheduled call. Is this possible? Thanks.
Emails in CRM sorted randomly
We noticed that we have emails that are sorted weird. (See attached) Seems that emails in 2018 do not show a year in the list view. Plus you see that there are emails from 2018 listed befoer emails from 2011. Can anyone explain how this is happening?
adding drop down feild in Leads module
I want to add a custom field in leads module which will be a drop-down list of few items and in which there will sub-items for the items in the list. Is it possible and if yes then how?
Case Enhancements in CRM
Suggesting following Enhancements to Case functionality in CRM (1) Create Case from Email (Email to Case) (2) Create Case from Incoming Call (3) Create Case from Sales Inbox (4) Create Case from Outlook Note - Using Desk is always not feasible along with CRM. The integration between desk and CRM is very basic and not all modules are available. Hence above enhancements are badly needed.
convert contact to vendor
Is there a pssibilty to: a. convert a contact to a vendor b. keep the vendor sync with google contacts or if above is not possible does my vendor list stay sync with my google contacts ? thank you
How to autopopulate Clients information in other modules?
For example, if I do a lookup field, am I able to have it autopopulate their number and email. Is there a training video pertaining to this?
webform replyto field
I have a webform -> lead form on my website. When someone submits the form it sends me an email with the info using a template. The email comes from notifications@zohocrm.com and not from the person's email address collected in the form. I'd like to reply to the email directly. This can be done if the email template includes a replyto field with their email address. How do I populate the replyto field? thanks Everend
Is it possible to bulk delete Accounts without deleting the associated Contacts and Deals?
I have quite a few accounts in my CRM that got created incorrectly. But they have valid contacts and deals associated to them. When I delete the Account it's deleting the Contacts and Deals too. What is the most efficient way to remove these Accounts without it affecting anything else?
Zoho Sign documents into CRM
I have a mail merge that is a contract - I open the contact, create the contract via mailmarge, and then send the contract for signature via ZOHO Sign - all fairly easy. However once this has been signed it does not go into CRM as an attachment - why is this? Can this be done?
Insufficient Privileges to perform this operation. Contact your Administrator.
I am inside ZOHO CRM (Setup>Organization Settings) and when I make a change to update this information, I get the message: Insufficient Privileges to perform this operation. Contact your Administrator. I am the Administator/CEO inside ZOHO. The only thing I have done so far is to delete the "Accounts" module because I am B2C, not just B2B.
When I "Quick Create" a Deal from Quote view, how do I associate it with Account AND Contact?
When I am creating a new deal from a quote, I use "Quick Create" to make a "New Deal". It requires that I assign an Account Name to the Deal. We need to assign an Account AND a Contact to each quote. So after I create the Deal, I then click out of the quote, find the deal, edit the deal, and then assign a Contact. Is there an easier way to do this? Can we add "Contact Name" to the "Quick Create: Deal" from within the quote?
Mass delete
I need to mass delete all my accounts (and related contacts) from an old import some 9 months ago. I see 5x100 possibility, but that takes a long time to do 60.000. Is there a quicker solution ? When I have an empty database I will re-import my accounts/contacts with many many new fresh name.. William.
Data Encryption
Who has turned on Data Encryption on ZCRM? What are your thoughts on how this has been implemented?
Attachments Migration
each backuped document contains an unique number combine with the original name, showing as follow: 0atbh2847cc7cf5fa4d7dab0c05996d99999_feedback1.jpg 0atbhe70d50189ae5412186f546ee8099999_Term2.PDF My question is that am i able to use those numbers to match to the corresponding module? In other words, the module those documents belong to. Or is there other ways to match the module? Thanks John.
Adding Carriage onto Quotes/ Invoices
Hello, is there any way to add carriage/ shipping onto quotes at the bottom rather than having to add it as a product?
Is it possible to recover lost fields?
Good afternoon Everyone, The company I work for has been using Zoho's CRM recently. We are trying to decide if it’s the right program for us. We had entered all our records and date in the system with many custom fields that fit our business. We were under the free trial up until the other day when it expired. When we looked at our accounts all our custom made fields were gone. We are thinking about paying for the standard edition to be able to use those custom fields again, along with the other
Account management
Hello, I am trying to join my company's CRM group, which is subsrcribed to a payware version of ZOHO CRM. I previously created by own CRM "company" as a free account, but managed meanwhile to delete myself out of it. Our ZOHO admin does not manage to add me in to CRM; he is getting the message that I already have an account, though this is not true any more for CRM. Please help me, thank you!
Bounced emails
Our previous regular use of this report function worked, alas, no longer! My searches now show no returns at all, this cannot be correct, is there a system glitch you are aware of at Zoho or other users? Our outgoing campaigns are now at a halt, please help, thanks
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