Blueprint to send email to associated vendor?
Hello, I have a custom module for basic project handling, which uses a "vendor" lookup. As usual this gives me a related list for "vendor" in the custom module. I wish to create a blue print for the custom module that sends an email to the contact email address of the linked "vendor". This doesn't appear to be an option in the email alert section of the "after" tab of the transition. Is this possible please? Or any alternative ideas? Simon
New Lead Button on Search Results
A common work flow for me when adding a lead is to search the name of the company first, to avoid adding a duplicate. It would be great if the "no matching record" page had a button I could click to add a new lead, so that I didn't have to close out of the search first.
Drop down does not clear not selected value
I created a simple Yes/No drop down field on a form (see attached screen shot). The default is set to "No," so if an appointment is what we consider value add, the sales person selects "Yes." In all of the drop downs I've used over the years, selecting something other than the default clears out/negates the default value. In this case it isn't. Interestingly, this field works as intended on the Zoho CRM app: the sales rep picks yes, and "No" goes away. So I believe there is a problem with the functionality.
Provide wordpress plguin for zoho crm
Please suggest with answer with questions: Email notifications to administrator on or off Email notifications to people making bookings (Optional) schedule event reminders to be sent out at specific dates Email notification to administrator when tickets have sold out Enable waiting lists when tickets have sold out (e.g. by capturing a user's email address to add them to a list, which we would then use to notify them should there be any availability) Form to capture booking info (name, address, phone,
Unable to receive emails
Dear Sir/Mdm, We were unable to receive emails but can set out emails from zoho. Have drop an email to support@zohocrm.com for help. Please assist as its superb urgent since the whole company cant receive emails. Thanks From, Shely
Email account cant receive emails
Hi, Since yesterday our partner with email account miriam.menendezalvarez@grupoamazing.es is having troubles to receive emails. Some of them she can receive others cant. Is kind of urgent. Regards
Zoho CRM and Zoho campaign
Hi, I would like to know if I can send a zoho campaign to the lead and contacts of zoho CRM, how can they be integrated? thank you
Problem with workflow notifications
Hi!, This week change our company mail system, from google apps to office 365 . We have various workflow to notify us, by email, when a user make a change. Since we migrated, the notification mails are not sent anymore or at least they do not reach us. Do we forget to make any changes in zoho or our dns records? Is there a way to verify if the notifications are sent? Sincerely, Bruno
Feeds and Notifications
What are the default settings for Feeds and the notifications shown under the bell icon? I am using the free version.
Users
Hello, I was wondering if assigning a CEO is mandatory in the CRM? I am asking this question, because when the CEO creates leads, accounts or does any modifications, the people under him in the hierarchy cannot see them. So how can I delete the CEO or how can I make sure that everyone has access to his work? Thank you very much, Tala
Reporting Export - Free Version
The PDF and Excel versions do not look very good. The PDF is very small because the export is all on one page. For Excel, you can't, for example, change the currency format to exclude decimal points. If you export to a CSV then you can make the formatting changes but why offer Excel as an export option f you have to go the CSV route before saving as Excel?
Add contact/task from email
It appears when I am looking at an email and choose "Add To" then "Contact" this creates only a new contact in my zoho email contacts. Can I create a CRM contact directly from an email? Greg Aanes 2109 Queen Street Bellingha WA USA
Remove Discount line from screen form
I have removed the Discount line on all sales orders and invoice templates but it still is available in the screen entry form. it sometimes gets used for deposits (yes is an error but humans are predictably unpredictable) because of its presence and creates problems with the pricing and tax calculations. Is there a way to remove the line from the screen form? Greg Aanes 2109 Queen Street Bellingham WA USA
Global search results sorting
Hi there When I search for a contact, if that person is both a contact and also their name is a commonly selected lookup in another field, the returned list of contacts from global search is only 10 long on a page and can be several pages. You click an arrow to cycle through the list but the returned data is not sorted or sortable. Can that PLEASE be added to your enhancement list. It is very painful. Thank you. Nick
Searching records right after make an update to zoho crm
Hi all, I'm facing an issue with the method searchRecords, after updating a record in Contacts group. The 'updateRecords' is working well, but a few seconds later, I'm getting a 'search records' and the request is not getting the previously record updated however making refresh Zoho CRM page and the project I work recently, this is getting the right record. Do you have any suggest to solve this problem? Thanks in advance. Regards.
Sharing Deals by Stage
Can i Share deals in a specific Stage with a specific group or persons sot they can only see deals in this stage? I've tried it before and its seemed to work but now i can't do it again fro some reason. is that possible?
Zoho CRM user is not receiving invitation email
Zoho CRM user is not receiving the invitation email. Can you pls help
Automatic print (CRM Invoice)
Is it possible to print the invoice automatically after it is saved? I have been looking in the CRM options but not luck so far. Thanks,
Cant create new project just in one account
Hi, We are having troubles to create a new project just for one of our costumers. In the others costumers it works fine. Regards,
How does the "Social Section" work under the leads module for Zoho CRM?
Just wondering if anyone can tell me if the Social Section under the leads module in Zoho CRM auto searches the lead info to associate the social media profiles/pages to it? If so what fields does it search? Is this something that has to be manually entered? I am trying to streamline my prospecting process in Zoho CRM and need to reduce some of the fields. Currently i have fields for facebook, twitter, and other social networks for input. If this is not necessary and the Social Section attempts
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
Simple SQL logic in CRM Reports??? - Please???
There are some super basic elements that are EXTREMELY frustrating in ZOHO CRM Reports. The simplest of them being that (at least with custom modules) there is no way to simply provide a COUNT function. Why would something as simple as this not be included? SO for example of I have a number of records in a custom module that I would like to group by one of the fields and then count the number of records... NOPE. Similar and equally as painful problem is that if you are going to group by the
Adding Java Scripts into Quote Templates
Is it possible to embed java script into a quote template? We are looking to manipulate the available Product Detail fields using our own calculations.
Notes from other modules to appear in accounts
Hi all Is it possible for notes from Invoices and Sales Orders to appear in accounts module? Thank you very much Best regards
Change custom field from Text to Date without losing data
Hi all Just wondering if this is possible? We imported 12000+ rows of data from Excel, and to get it to import I made what should ideally be a Date field a Text field. Is it possible to change it to Date? As far as I can tell I would have to create a new custom Date field, but of course the data from the previous Text fields wouldn't move over. Is there any way to move the data in bulk from the unwanted Text field into the hypothetical new Date field? My gut says no, but I thought I better check
Filtering Records by Multi Lookup
Hi, We are trying to conduct filtering of contacts to send them emails. We have a multi select lookup in with a linking module that links together Contacts and Campaigns. We need to be able to filter all the contacts who contain a link to a particular campaign, and send them a CRM email. Unfortunately, I am unable to find the filter in the zoho crm's contacts view that enables me to do that. What recommendations do you have? Thanks, Mykola
Confidential Deals in CRM
Hi there, One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation. How can I set up a private view? Is this possible? Thanks!
Requesting the Admin Email Password
Hi Zoho Team, I have a problem with login to the (cambri@cambridge.lk) following admin email. i dont know the password of admin email and the secondary email password also i forgot please make arrangements to give me a secondary email or the reset code for the admin login. Thanks Stefan
How do i add actions to Events?
I can see in Events that it says "Upcoming Actions" But i can't figure out how to add Actions or Tasks to Events. Rgds Rene
How do I assign tasks and reminders to others in CRM?
Our projects have multiple owners who share responsibilities across the lifecycle of a deal. Is there a way the primary owner can assign a task or reminder to members of his team? Or better yet, a way to automatically have team members receiving the same reminders and notifications as the owner?
Sync Contacts from Outlook
Hi there, One of our guys needs to sync some contacts from his Outlook across to Zoho CRM. He has over 6000 contacts in his Outlook that have been built up over 10+ years in the industry. Some of these contacts might be duplicates or people who have worked over a few organisations in the past 10+ years. So, I have 2 questions: Is there a way to select which contacts you want to transfer over, without having to transfer over a whole file or group? He doesn't have his contacts organised in any particular
Task Due On Stage Not Date
How can I add a task that has a due stage, not due date? Eg; Our sales process in Zoho CRM goes through 12 stages and I need to create a task that is due when the 8th stage gets completed for a certain customer (ie; this is a one off task I need to create, not something for every customer every time stage 8 completes). So how can I create tasks due by stage, and not due by date. Any ideas would be greatly appreciated.
Ability to add tool tips to default fields
It would be useful to add a tool tip to the default module fields created by Zoho i.e. probability, amount For some of our staff, this is their first time using a CRM and we want to make it as easy and informative as possible for them.
DateComp not working - Trying to Update a Formula Field
I'm using the following in a Formula field, but the value does not update from 0. Datecomp(Now(),${Deals.Date Ready to Invoice}) I'm trying to keep an updated record of how many days since the Deal Stage changed to "Ready to Invoice". Is there another way if the above formula won't update?
Lead Conversion Email Notification
Each time we convert a lead to a contact, there is a notification email that gets automatically sent to one of our staff. Please let me know how we can stop that notification.
Data Import
How do I import data into Zoho CRM? I have contact list in cvs format can I import it in batch?
Unable to click on users
I am an Administrator of our CRM account and I am unable to click on selected users under Setup > Users Some of our users are appearing as 'undefined' and when I attempt to click on them the red bar across the top of the CRM page loads continuously. We've logged a ticket with support and have made no progress with the development team. It's been 4 days since the issue was reported, and our users are unable to work in the CRM. Is anyone else having this issue? Can anyone please help?
Enhancements in Zoho Finance Suite integration, Social CRM and more!
Following are details of the latest updates on Zoho Finance Suite integration, Social CRM, Zoho Projects integration and advanced filters. Read on to learn more. View Zoho Inventory details right inside Zoho CRM The Zoho Finance Suite integration now includes Zoho Inventory sync with Zoho CRM. You no longer have to switch between the two applications to see the inventory details of a customer in CRM. You can now see Ordered Items, Shipment Status and the Packages Related List in the Detail page
Is there a way to convert the "leads" into "potentials"...
without having to re-type all the information? If my lead becomes a potential client, I'd like to be able to migrate from one chart to another...is this possible? Thanks, Danielle
Custom features - View tasks, calls and events in same list in chronological order
i'm very satisfied with Zoho CRM but i think that it lacking a basic functionality for us, I would love to order a company's closed activity list, chronologically, but this is not possible because calls respect to tasks or events They do not have a single date field that I can order. Just look at the picture to understand my deep discomfort and my simple problem. I would like this feature very much. Anyone know how to help me?
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