Autoupdate record when workfows have finished updating it
We are getting to 100 workflows including including a lot of fields updates and custom functions. Unfortunately it is so confusing for the regular user after making changes in the records what is there on screen is an illusion, why? because we all need to REFRESH the browser in order to see what is left after running all the "Automations". Stage changes, fields updates, dates auto populated, etc, etc, etc........ You can do a lot of Automation. What about to add a little trigger for the records to
*URGENT* Cant visualize Wrokflow rules with Lock
Hey, I have two workflow rules with lock. Before the Lock i could open them, visualize them and modify them. Now with the lock whenever I open them it shows me the message: "Once edited, any changes made will be saved and the Rule will be locked again. Do you still want to edit this rule?" Then I click "Edit", and the workflow rule opens but it shows nothing. It shows a blank page, I can't visualize the rule o edit it. I attach the screen captures. We really need to edit the workflow rules with
Im not receiving the Zoho calendar invitation to my Google Calendar
I have problems when im creating a meeting in Zoho Calendar is not showing in Google Calendar (but im receiving the email from calendar) i dont know why.
ZOHO Support?
Two days ago, I submitted a support ticket to https://help.zoho.com/portal/newticket but got no confirmation or follow up (not even an automated acknowledgement of receipt). Yesterday, I tried to login to view My Requests at https://help.zoho.com/portal/signin#myarea, but the portal did not recognize my registered ZOHO email address or password. My "renew password" request failed with the error message, No such user. I am, in fact, "the" primary administrative user for our ZOHO account. I then submitted
ALL email filter for an account or contact doesn't include all the emails
Hi, We are trying to use the email tab to see all the email interactions with the same account. We want to use this feature because we want to share all the email interactions among different Zoho admins (IMAP shared user), then there would be less confusing and time-saving. Theoretically, the Email tab should show the total amount of all the email interactions between all the shared Zoho admins and that account, including the records from all the shared admins and the detailed emails from different
Open email with template, but do not send
Hey guys, I'm hoping this is achievable, and I don't see why it can't be achieved; all I'm looking to do is create a script for a link/button that will open a new email with an existing template pre-populated in the message part of the email already, but NOT send it. It doesn't matter if the html template content has to form part of the script - I'm happy to do that. I know this can already be achieved via script however as far as I can see there is not way to stop the email from sending. I'm also
get related notes
I am trying to get related notes of Accounts, Leads, Contacts modules that were last modified the day before. At this moment I can get related notes for a specific id, but I do not know how to do that for numerous ids.
Running a report and displaying a custom URL field as an actual clickable URL
Hi, We have a custom field that is a URL added on some contacts in our CRM. We have reports that shows if Contact X has URL, then the contact shows on a report, it also includes the URL in the report. The URL is however not "clickable" directly from the report, which is anoying. Same think in the Deal module - we run a report, we have an added field that is of type URL, but in the report listing, it the URL is not clickable. Anything we are doing wrong that you can help us with?
Refresh browser in Leads page
I have configured a mailbox correctly and generated a rule in my workflow to automatically generate a lead. Unfortunately to verify the new leads generated, the only way is to refresh the browser (F5), not so with the SalesInbox that works automatically. There are any sollution for the leads to appear automatically?
Zoho CRM - Report Scheduling
Hi, Is it possible to define working hours and holidays in CRM. Basis, the defined holidays, reports should only run on working days.For eg, I have reports scheduled for all days of the week currently and I do not want the scheduler to run report on Sunday which is weekly off. Waiting for a response. Regards, Preeti
CRM Migration
I have a customer that I am migrating from ACT to ZOHO CRM and the Data Migration Wizard is unreliable. I have a large query of notes that I am dividing into files smaller than 5 K CSV files and some of the data imports and some does not. The Import History reports Failed or Skipped records. The notes are for existing Contacts that have been Migrated by the same Wizard and i can find no reason for the failure.
Allow change Text field size without replacing the field.
We have a 2000 text field. Lately we noticed we need more room so we need to change to 32000. It looks we need to create a new field and migrate the information to get it done. It requires to "Modify" the WHOLE database which is RIDICULOUS. We are coming from Salesforce. In there you can change Text fields size UP and DOWN. It is so SIMPLE, if you reduce the size, well, the system cuts all texts according to the new size (obviously the company acknowledge any text lost as irrelevant). And if you
Outlook plugin for macOS - cannot login
I just downloaded the Outlook plugin for macOS and installed it as described. When I try to login to my CRM-Account I always get the message "Connection failure - Please check your internet settings", but I am definitely connected to the internet. Additionally I looked into the log files and found two interesting things: 1. Zoho CRM Plug-in for Microsoft Outlook _CFNetworkIsConnectedToInternet returning 1, flagsValid: 1, flags: 0x2 --> so I am connected ;-) 2. Zoho CRM Plug-in for Microsoft Outlook
Sync
Good morning everyone! A peculiar issue with importing and syncing leads. I used the desktop version to import few hundred leads to Zoho and import, this worked well. After performing Desktop sync I used these leads on my Zoho App. But now all these new leada have disappeared from desktop, in iPad they are still available. I'm standing on the hose here, how to get the data on new leads back on desktop Zoho?
Error with closing tasks
Hi, I edited the picklist for the "Status" in the Tasks settings and now I can't close tasks! If I click on the "Close" link near to an open task and then I pick "Closed" in the Task Status and then "Save", the task remains open! Could you help me? Giordano Brachini
Pipedrive Import of Job Titles
Hi I have imported 350k records and none of the contacts job titles have uploaded. Can anyone offer any suggestions? Kind regards G
Products in the Account page?
So is there a way to make the Products tab under the Account page be a populated list of items that are in our Products page?
How to use an "expected delivery" date as deal value instead of expected sales date?
We are magazine publishers, selling advertising space. We recognise only the published date, rather than the date of sale in all our sales and accounting functions. The sale date is irrelevant to us for all practical purposes. I would like to put the deals module into place, but we need to have a way of forecasting our potentials by published date (month) than sale date. For example: A deal may be for say a half page in ABC edition of the magazine in May, June, July 2018 at say £100 per month. So
Looking for Instructor about zoho training
Hy I am looking for someone who give me training about zoho crm. If anyone there please conatact with me. My Skype: iftijafar Whatsap: +92 333 3241000 Emai;: iftijafar@gmail.com
Font color of field value
My users are requesting a more pleasing font color for the fields, No the actual field but rather the field values
Call Tracking Software
We are looking for call tracking software. Are there any that integrate with Zoho CRM?
How do I assign layouts...
Hello world. New user here. I created a custom Lead layout and I can switch layout views at the record level. However, I would really like to assign the new layout to all existing leads. Can this be done? Thanks in advance!
How can i differentiate Reseller CRM and Main CRM ??
How can i differentiate Reseller CRM and Main CRM ?? Also how can i differentiate Generate Lead and Purchase Leads ??
Wrong set of related lists on every page
I experiencing a bug. When I look at an Account page, left panel shows wrong set of related list. The visible set of related list corresponds to Contact. The same bug is on all other module pages - only related list of standard fields are visible, no related lists of custom Lookup fields. I tried to configured related list - but "Organize Account Details" dialog shows that none related list is unselected, and Selected Lists list box shows the same wrong set of related list. I have the same data in
Has anyone found a good 3rd party solution for logging Mobile SMS (in and out) to Zoho CRM?
I'm really happy with the automatic call logging for outgoing calls on my cell phone, but had two questions: 1. Does the CRM give the option to log incoming calls from leads and contacts? 2. Is there a way to log SMS to my cell phone? Both outgoing and incoming? These features would make my mobile Zoho experience perfect. Hopefully someone can give an answer, thanks!
Looking for person woh help to learn about zoho crm
Hy Everyone, i am new here and much interested to learn about zoho crm, i have watched too much vedios of zoho on different topic. I need some basic intruction about acctuly working of zoho please anyone share with me some basci notes like material or some vedios link about zoho crm main for beginer. here is my Email. iftijafar@gmail.com whatsap Number: +92 333 3241000 thanks
Run Lead Assignment rules manually
We need to run the Lead Assignment rules regularly for multiple Leads that go into a state, of from a View. We come from Salesforce where Leads have a checkbox called "Assign using active assignment rule". You should allow it somehow. Checkbox, workflow, whatever, just a way to run it on records already created.
Get 2nd order lookup from another field in the form
I have two custom modules: Systems and Contracts Systems have a relationship to an Account Contracts have a relationship to a System I always want to be able to see the associated Account for that Contract (through the System). I have a field: System :: (Lookup Field, Lookup Type = "System") // System is the custom submodule that has a Lookup Field field "Account" I want another field that retrieves the Account from the System record and provides that as a link. Is a second order lookup such as
CRM Quote Module
I want to show discount in percentage instead of dollar amount
Filter Accounts and Contacts by the Products
Hi, we are new and would like to invest into Zoho but testing I could not find how to filter the accounts and contacts by the products they purchased. Say we have 10 products and now want to send an marketing email to all the clients that prevesiously inquired and/or bought say product B. Can we do this in Zoho? And how easy?
Importing Invoices and associating them with Contacts
I am excited to use the new migration tool to import old Invoices. However, when I import the invoices, nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Am I right to understand that I would need to "migrate" all of my Contacts in order to make the lookup work? I have around 15k Contacts. I certainly do not want to duplicate all of these contacts. But importing Invoices that aren't connected to Contacts is not useful at all.
Quantity of selected clients from related list
Hello! I have custom module with Multi-select Lookup field - I select several clients from Leads. I'd like to see in List View Mode a new column with Quantity of selected clients. Is it possible to count selected clients from related list?
Custom Products from Parent Product
We are in the final stages of migrating to Zoho from Dynamics. We have an issue with the way we handle products. At our core, we offer training courses, the pricing for those courses differs per client, with various discounts, there is no rhyme or reason as to the discount applied. We would like the ability to record an Account as having a particular course with a number of seats at a particular price and also record the expiry date of that license agreement. We have all of our parent products loaded
Would like a trial of free edition
Hello, Small company with 5 employees. Would like to sign up for the free edition, but each time I try to it starts me off with a trial of the Enterprise edition. What I'd really like is to just see exactly the features I will have with the free edition, would prefer for the time being to not make use of modules that will not be available in the free edition. Is it possible to downgrade myself, or someone from the Zoho team to do it?
USE CAMPAIGN MEMBER STATUS IN SENDING SPECIFIC EMAIL TEMPLATES
How can we send mass emails using different email templates based on the Campaign Member Status? For example: a contact with a Member Status of "Signed On" would get a different email than a contact that has a Member Status of "Not Interested" Please help!!!
How to manage campaigns on current contacts in ZohoCRM (Campaign Members functionality in SalesForce)?
Hi all, I went through ZohoCRM help carefully but I haven't found the way how to manage adressing the contacts by various campaigns. Let say that a single person is addressed by these campaigns: 2010 - Product A offer - Direct Mail 2010 - Product A offer - Phone Follow-Up 2010 - Product B offer - Invitation on Conference/workshop/webseminar 2010 - Product A offer - Phone Follow-Up after the event 2010 - New Year message It's clear for me how to assign the acquisition campaign to the lead or
How do I "connect" information in a custom module to the Accounts module?
I developed a custom module called "Machines" that lists the Manufacturer, Model Number and Type of Machine for each account. An account can have multiple machines of multiple types, for example: 3 Prima punch presses 1 Mitsubishi laser 5 Mitsubishi press brakes How would I be able to show this information in the Account module so that our sales rep can see it when they look at the account information? Thank you. John Galich
Formula Field - Overwriting
Hi there, how would one be able to 'overwrite' a 'formula' field? The formula field is hidden in creating/viewing mode so I can't do much there. Many thanks!
Needs help with lookup list based on the value of another lookup field
I have a lookup field from “Module A” to a record in “Module B”. I created “Module C” which have a lookup field to a record in “Module A” and a lookup field to a record in “Module B”. Within a record in “Mdule C”, If I selected a value in lookup field to “Module A”, then a list of record which associated with “Module A” from “Module B” should populate when I start looking up value in the lookup field to re ord in “Module B”. This is very similar with the look up relationship between Contacts, Accounts
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Next Page