Question about "IF" Formula, help needed...
Hello, I'm not a coder so id appreciate some help with the following requirement. What i need is to create a formula where it checks if a certain custom field is empty and returns a string: "Status" Custom Field (Formula) checks if "vendor order number" (custom field) isn't empty, and if not it displays "Order Confirmed", It then checks if "Local Tracking Number" (Custom field) isn't empty and if not it displays "Shipped by Vendor", it then checks if "International Tracking Number" (Custom field)
Duplicate
Hello folks, I'm new to Zoho,but hoping to get quick answer here to help me out. Is there a possibility to automate a duplicate lead to be assigned to same lead owner if its within the the same 24 hours for example, (or not to be assigned at all?) Thanks Joe
Creator Summary Report export to HTML - can I change font size
Hi I am trying to use a record summary in creator and export to HTML - is any way to impact font size of some fields. Conditional formatting does not seem to allow this.
CRM home page not displaying
Currently when we try to access Zoho CRM All we see is the attached image. Is something wrong with the service?
Event view with location
After some great advice on here i realised we should use the Location on events to help us. BUT. i s there a way of showing the location in events on the calendar view with out clicking on the event. This would make appointment taking so much easier. We have been writing the location in the subject just so we can see it but that is rubbish. Hopefully this is something that we have missed and not a feature that is in the pipeline.
Mail aliases
Hi! I have connected Zoho CRM with my mailbox via IMAP. This mailbox has a few aliases and I am not sure how to access them. They work but when testing them with mail-tester.com, they get a score of less than 5. It says the Sender ID does not authorize the server to use that address. Is there a way to authorize the use of aliases? So far I have tried to add them with "Organization Emails" tab and "Email Settings > More From Address" We do not want to migrate the mailbox from our own server to Zoho
Why the delay between Zoho Mail and Zoho CRM on inbound email alerts?
So when I have my email set to be received in Zoho Mail and Zoho CRM. I will receive an email and receive the alert from Zoho Mail, it will be received and Zoho CRM too...but here's is the problem. I do not get an alert on the top of my screen for some time. The delays are significant and make working in CRM exclusively a hassle. Paul
Notes Component
Is there a component for notes to be place at home page?
Assigning multiple layers to a lead source
I"m a trial customer on the PRO edition and I had a couple of questions before we decide to purchase Zoho. Question(s): Our go to market module relies heavily but not exclusively on referral partners that we name "affiliates". As we enter a lead, we will categorize the lead source as "affiliate" (when appropriate). We will have many leads with this categorization. There will be many leads assigned to an individual affiliate, therefore we want to add a hierarchy under "affiliate" to be able to track
Default Date/Time Format for Import Function
Why is it not possible to set a default Date/Time format for ALL Imports, OR have the Import function remember last used as it does for mapping of import file OR have the CRM use a Date format based on the Users Personal Settings? Every day I have to ensure I remember to set the correct format !!!
How to add leads from website to CRM by setting up a form thru Zapier..
Can someone please help me i am losing my mind i have tried hundreds of times to use the zapia UI to connect my web forms to my zoho crm account. it seems to get as far as building the account but no lead gets transferred.. mattter of fact it seems to skip the step where i am supposed to match the fields in the zoho crm to the fields coming in on the web.. I have been able to make the webform method work however i cant use that due to other problems..I tried the API but that did not work for me
PROBLEMS WITH ZOHO CRM AND SERVICE
TOO MANY PROBLEMS I am a ZOHO Alliance Partner in Australia. We are having so many problems with ZOHO recently it's certainly not funny. Last week we were told we couldn't get the assistance we needed from ZOHO during Australian business hours. We are about to take our 17 ZOHO clients and our own account to another CRM platform. John Chambers john@dynamicbusinessdevelopment.com.au
Lead Source not showing in pipeline, homepage or reports
Hello, on my first support call to Zoho the other day they had me delete the Lead Source module from everywhere and create a new Lead Sources module. Now my pipelines on the home page do not show any lead source and all the reports show a column for Lead Source that is empty with no way to change this. I cannot change the module back to Lead Source because it says there are already instances of it (there aren't, the zoho customer service had me delete them). So now I cannot generate any accurate
Reports and Pipelines NOT showing Lead Source
Hello, on my first support call to Zoho the other day they had me delete the Lead Source module from everywhere and create a new Lead Sources module. Now my pipelines on the home page do not show any lead source and all the reports show a column for Lead Source that is empty with no way to change this. I cannot change the module back to Lead Source because it says there are already instances of it (there aren't, the zoho customer service had me delete them). So now I cannot generate any accurate
Looking for editing templates- Adding the tax for each product.
I am looking for add product tax information in the template for client but cannot add itas i dont know html. Can anyone know how to do that?
Give a proudct a status for a lead?
Hey all, quick question: I'm trying to figure out if something is possible with Zoho. I have users which come in as "leads", which then attend an event (which I've renamed from Product). I can add the event to a user to show that they will be attending the event. Is there a way to customise that link, however? As in, each user will not be up to the same stage. I would like to be able to show that this user is going to the event, but as "Unpaid" for instance, or "Rejected" or something like that.
Create status field on product
Hey all, I've got leads who are given products in the CRM website, and I can add them to leads easily enough. What I need to happen, however, is that different products have statuses unique to that lead. For instance, user1 and user2 have product1 added to their lead accounts. At this point, maybe user1 is up to "paid" for product1, but user2 shows "rejected". Is it possible to have individualised fields on products? From what I'm doing now, changing any field in the product changes it for everyone,
Form resetting on Wrong Captcha
Hi there We implemented the Zoho Captcha here http://macmillantrademarks.com.au/ However when it is incorrect the whole form clears which is extremely frustrating How can we set this up not to clear? thanks
Deals data (not) loading
Hi. I cannot see any detailed information within the Deals screen because they all show as loading. See image. Need help in solving this.
Update Field from Account to Contact
How can I take the value from a field on the account page and put it in a field on the contact?
Intregration with 3CX
Does anyone know where this is an integration product for ZOHO CRM and 3CX VoIP? Or maybe there is another one I can use I have the 3CX installed and Zoho. Anyone Help
Web to lead Form
I would like to know if it's possible to transfer a file link to an attachment file from Amazon s3 to Zoho CRM. When I open the link in my browser, I see the file download start. But when I send it to Zoho, nothing shows up in the attachment section. However, I am able to upload files directly from my web form and that works fine. I would also like to know if I can specify the file upload source e.g "From Desktop", "Google Docs", "Attachment URL" etc when I am generating a web to lead form. I think
Closing date from Lead is not passed to Deal
Hello, With a web form i pass a Closing date to Leads, this works, but then when trying to pass to Deals, it doesnt work. In modules (Leads, Contacts and Deals) the field is of the same format. Thank you!
Allow email templates in (public email templates) folder to be editable by all
How do you allow an email template in (Public email templates) to be editable by all in you local area?
Questions about fields for our nonprofit:
Hello Everyone, In an effort to get away from tracking everything on spreadsheets, we are trying to use ZOHO to do a few things: 1) Track Donors 2) Track sales of VIP events in 10 cities 3) Manage partnerships That is pretty much it. I have created a donor field and would like to create a campaign for each of our cities and assign each donor to a campaign and multiple campaigns if possible. I feel like i only need 4-5 fields in the top nav: Donors Partners Campaigns Reports Contacts (Maybe) Leads
Sales Inbox Font
I am finding that the very first line of my emails, usually a salutation, that go out from Sales Inbox will be Times New Roman and the rest of the email will be in my standard font (set to Verdana). It does not look this when when composing, but I can see thru my email server Sent folder as well as seeing some test emails come in, this is happening from the recipient's perspective. So it would look something like: John, How are you today? Thanks Max
Can somone steer me to the correct forum to ask questions about bringing contacts in.
New to Soho so be gentle.. can someone steer me to the correct forum or webinar or help file so that i can learn how to transfer leads coming from a real estate website to the Zoho contact area. I am php programmer so i can develop any sort of interface that might be needed but first i have to know your rules for importing email leads from a real estate website.
Zoho CRM and Zopim integration Workflow not triggered
We are using Zoho CRM and have it integrated with Zopim (Zendesk Chat). The integration is working properly and we are getting cases inserted at the end of a Zendesk chat. Unfortunetely the default entry the integration creates has the case Status as "New", After a Zendesk chat with your employees many of the cases should be set to "Closed" as no further action is needed. I have created two simple workflows that will automatically charge the Status and Owner based on information in the Subject of
Associate Multiple Existing Contacts with a Custom Module Record
Please tell me this typical CRM functionality is available in Zoho CRM.. A lookup only allows one.. but I want to relate several contacts in a related list to one record in a custom module.. And creating NEW is not an option. Simple concept for a custom module to identify workshops.. and related contacts to be participants in a workshop. Please shed some light.
How to organize potential leads by state?
I have a list of every city, county, school for each state 20 total states. What is the best way to organize these in Zoho CRM? These are potential leads I have to call and hopefully turn into a lead. Which module would I use at first?
Web Form - Landing Page
Good Morning, I am using the same webform across multiple products and pages. Is it possible to know which page the form has come from? Quite often my leads don't mention the product and it looks a little hap hazard. This happens around 30% of the time.
Allow users to see other users records but Limit sending Email only to theirs
Hi Currently anyone can send individual emails and mass emails to any client no matter if it is theirs or not. We have set it so that everyone can see everyones notes, tasks, and emails sent from CRM. I want to keep allowing my CRM users to see other users Leads/Contacts/Accounts but I don´t want them to be able to Send Mass emails to them, and allow them to send only to their own Leads/Contacts/Accounts. Hope someone knows how to do this
Hide Admin AUDIT logs
Hi, I want to allow some of my CRM users to keep seeing the Audit Log, but I want to hide any activity from the Administrator. i see no way to restrict access to this
Automate Account Name by Concatenating Other Fields
I deal with consultants who name their companies after themselves. Often they are uncomfortable completing a Company Name field. Yet the Company Name field is mandatory. To get around this I need to be able to lift the First Name and Last Name from the Lead/Contact to complete the Account/Company Name. Please tell me there is a way to automate the completion of Account Names with the First/Last Name variables. If not.. Please tell me a workaround. Much appreciated.
Mapping/Linking Fields
Is there a way to link fields in two different modules. For example if on a business view you update the workplace phone number. Can it update associated contacts with the new work place phone number?
Related contacts vs All contacts
When assigning Contact Roles in Potential View, then adding More Contact and slecting Contact Name Lookup - by default Related Contacts are shown - is it possible to change / setup up - so after selecting Contact Name Lookup by default All Contacts are shown?
Linking data from Zoho Invoice and Zoho CRM for Reporting
Hello! Another newbie question...I have a client that needs a report that combines data from the CRM Accounts module and payment history from Zoho Invoice. Is this possible? Thanks!
how can i have unique contacts in a campaign
i want to add from certian criteria contacts to campaigns. I understand how to add them based on this, however, we have a number of contacts whos email address are not unique to the account they are under- meaning, Joe Blow > j.blow@email.com can be listed under company 1 :> CO 1 ltd and as well as company 2 :? CO 2 Inc. how can i create a campaigns list that will only allow me to have one and not the other company? for this particular campagin, it doesnt matter which is chosen. I would rather
How to add custom module as list to Sales Order
We have Devices as a custom module. There are multiple Devices associated with an Account (working fine). We need to assign selected Devices to a Sales Order so the technician knows which devices to perform service on. I thought a Related List would work well, but I cannot see the option to create one for Sales Orders. How can I make this happen?
User Level Restrictions is possible in Zoho CRM?
Hi, I need clarification on Zoho CRM User level Restrictions. Here I have attached the document for structure of my organization. Scenario: (in diagram) 1) If Login as a manager in CRM, he can able to see all the employees under the each department also. 2) If Login as a Sales Team Manager in CRM, he can able to see the only Sales Person1,Sales Person2, Sales Person 3. 3) If Login as a Developer Team Manager in CRM, he can able to see the only Developer 1,Developer 2, Developer 3. In above scenario,
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