Calculate Two Date Fields And Then Workflow
Hello i have a difficult time to understand how to create a certain workflow. I use quotes module as Prescription. I have created two date fields. First Valid From(Prescription) Second Valid Until(Prescription) So if i choose From 12/5/2016 Until 12/7/2016 This is means that the perscriptions is valid for 2 Months. Now i want to create a workflow that it will be triggered from this calculation. 2 Months 3 months 4 Months etc And a task or event or alert to be created 10 days before prescription expired.
Feeds - Do not work
I am having problems with Feeds. These do not get updated and it is impossible then to follow progress on things. Please I need help as I have tried different things suggested in other similar topics. thanks
search criteria
is it possible to configure research criteria tools for leads, contact and account ? for example i would like to make a search with 'industry' criteria
How can I set up Reservation chart (inventory) for rooms in a small inn
Is this something done in a calendar? or an excel file? Or, is each night, in each room, it's own "product"? By that I mean a week's stay in one room would show the client purchasing 7 products (nights)? Just not sure best way to track inventory. It's best if its visual, similar to a calendar. Is an excel file the answer? Has anyone done something like this?
Tracking notes with sales reps
I have independent sales reps working for me. I would like to be able to track telephone conversations that I have with them....make notes so that I remember next time what we discussed. Where is the best place for me to do this? Thank you for your help!
Users can't' verify their accounts
I'm using CRM and Tasks/Projects. When I add a new user, the person gets a link, but when they follow the link they are asked to create a new account and a trial of the Zoho software. I need them to be able to log in and activate their accounts. Does anyone know what the problem is?
Change history
In the Potential module it has a stage history that tracks each change as the potential progresses. Is there a way to view a change log for quote, sales orders, or invoices to track any changes to the record?
Add new page/page break in CRM Inventory Template (Save as PDF)
Is it possible to create a page break in the CRM Inventory Template HTML? When generating a quote i would like to add a cover letter as the first page, the actual quote on a second page, and finally some detailed Terms and Conditions on a third page. Is this at all possible?
Combining three names by using formula fied
I have three fields. 1st field is first name, 2nd field is last name and 3rd field is middle name. How can I combine three separate fields into one with an additional character which is a comma (,). For example, 1st field: James 2nd field: Andrews 3rd Fied: Jack. I want an output the looks like this: Andrews, James Jack. I want to do this because normally when a lead is converted to potential everything gets combined. Except for the middle name.
Email alerts - problems with sender's Email ID (From)
Hello, we have started using ZOHO CRM recently and I am now setting all things up including necessary customization. The point where I got stuck is configuration of email alerts. Whatever rule I create, it creates tasks with no problem. When I change the rule to send email alerts instead, I receive no messages in my mailbox. I played with all the record owners and users but have no luck. Even I send an email manually from ZOHO to my company mailbox, it does not arrive. I guess the problem is caused
Best Practice | How to handle 1 men-show / freelancers?
Dear users, I'm asking for a best practice solution, how to handle companies, that have only one person, typically for freelancer. So, in Zoho CRM contact and customer have the same information / data. Do you keep them both, or only the contact? Thanks for your advice. Best, Axel
Zoho CRM UI
Hi If & when is the new Zoho CRM UI coming out? Please follow mircosofts lead with Windows 10 left hand menu icons & hamburger menus as everyone uses wide screens and is the best use of screen space available. Something like Zoho mail would be great!
Associating Imported contacts with imported accounts
Hi, I have two separate .csv files: accounts and contacts. Both were linked in the old database using an account ID. The accounts file imports correctly, but when I import the contacts file they import as orphaned contacts (i.e. not associated with any account). How do I link contacts to accounts? Thanks.
How to set a Rule Criteria on Date type field in Zoho CRM?
Hi, I'm working at ZOHO CRM, I'm creating a rule and want to define a rule criteria on a field of Date type. There is a field "User Entered Date" in CRM, and I want to trigger a rule on the basis of this field. If user sets the Closing date field till 14 days of the date stored in User Entered Date. But if he sets Closing date more than 14 days of User Entered Date, the rule should not trigger. Any Help will be appreciated. Thanks.
Over-riding quotes
I want to be able to offer some products foc depending on the customer but include on the quote. I also want to be able to join some products together, not give an individual cost and do a bespoke price for that set of items without having to set each option up as a new product each time. Help please! We have a manufacturing business and sometimes we can be flexible on pricing dependent on the client and the requirements but I feel that this may not be possible?
Easy way to log calls
When looking at a contact and want to log a call, there are a few options. Most open up a badly formatted small box which is difficult to type into and complete. I prefer using this full screen method here... https://crm.zoho.com/crm/CreateEntity.do?module=Calls However, this means you need to search again for the contact to which the call relates. Anyone know how to link to the above page with the contact detail already complete?
Duplicate Participants in Activities
I created an event under activities and added 5 participants however the participants total shows 12. How do I fix this issue?
"Won Potentials": Display More Than Five Entries?
Hello, Is there a way to display more than just the first five entries in the "Won Potentials" box on the right side of an Account? See the attached image that shows the box I'm referring to. Thank you!
Vendor records not loading
Only on some vendors, notes, products, activities and attachments do not load on the page view. We receive a perpetual message that the page is "loading". Directly under where you can select hide details, it also says "undefined". No idea what that means. This does not happen on all vendors, but it happens on certain ones consistently. Please see attached screen shot. Does anyone know what could be causing this error?
Activities component displays wrong time in My Events
I've added a component "Activities" to my CRM home page and selected "My Events" as the "Custom View". It displays my events but with the wrong time. For example, an event scheduled for "14:00" is showing up as "18:00". If I open the Event itself, it displays the correct time.
Migrate from MS Business Contact Manager
No other CRM package has an easy migration process to allow current (and unhappy) users of MS Business Contact Manager to take a .BCM Back up file and just migrate it to another system. If you can do this, the opportunities to add users increases dramtically
Import contacts/campaigns
i have switched to another email marketing software is it possible to import contacts back to zoho and select which campaign they had received which i have already entered in Zoho crm?
Mapping Existing Fields
We have an existing Zoho CRM, but the mapping not setup initially to accept LEADS, APPLICANTS, and then ENROLL. We customized the Modules to have: LEADS => APPLICANTS => ENROLL When a LEAD comes in we want to convert to APPLICANT and then to ENROLL. The mapping of the fields is not correct. My question is, can we fix the LEAD NAME to map over to APPLICANT name? Do we have to create a new account and have mapping setup correctly before any data gets imported?
Import My Organization Leads Wizard - Lead Owner Information Problem
Hi, I am in the process of the first upload of the leads list. I'm facing the problem that mandatory fields are Company and Last name. Can I change the mandatory fields somehow or make them non-mandatory? Please give me a hand.
New bug with dependency field in opportunity module
we have some custom dependency fields that gives us choices that are not suppose to be there in the opportunity module i will try to explain this We have a few dependent fields that only have one choice if the parent field is chosen then that dependent field will default to that only choice but for some reason since last week the -None- choice started defaulting even though the -None- is not chosen as a valid choice for that parent field. but that bug is only there if the parent field was already
Map Fields for Conversion
Hello, I have created a new module called "Prospect" and i would like to insert him in the mapping field. The idea would be to create new entry as prospect, convert the prospect into Leads once that we qualified them and convert Leads into Account and Contact once that they become customer. Any help or advice would be welcome to find a way around
Automation tied to notes
Is it possible to be notified via email when a new NOTE is added to a lead? I can get an email notification when we edit a field in the LEAD, but we would like to know when a new note has been added. Cheers, Brian
Mapping with excel
Hello, I have an excel file I would like to map with the fields of a contact. In other words, in the excel file have columns names that I would like to match with the field name. Kind regards, Lucas
Running Point Tally/Tab
Hi there, Is it possible to have a running tally or tab for each account within Zoho CRM? Our customers are given a number of points that they can spend on various services and work, and can participate in certain activities to earn more. Ideally, I'd like to be able to see a history of the last few credits and deductions, as well as the current point count. Thanks in advance!
When creating a Potential from a Contact the Contact Telephone number and email are not brought through
Hi , When a potential is created from inside an existing contact , the phone number and email are not brought over the contact telephone number and contact email fields , anyway I can get this to wok?
Account Plans
Hi All anyone tried to use Zoho CRM to design/keep/update/monitor account plans ?? if so I would love to hear how you approached this cheers
How to use Zoho CRM for a chamber of commerce/business association
Hi everyone. I'm involved in starting up a chamber of commerce and wondering if/how Zoho CRM could work for this. There is some software out there specifically for chambers of commerce and business associations, but none of them have an entirely free model, which is what we need right now as we have very little revenue/budget. So I was looking at using Zoho as a way to organize or contact database and track our relationship with those contacts. As a chamber of commerce, we are interested in attracting
Email Notification on Update
Is there a way to subscribe users (not the account owner) to get notifications in changes in accounts (e.g. new activity, informational change, note, opportunity, etc.)?
Potentials: Amount & Deduct field
I would like to create a secondary cell to the amount field. For any buy back/trade in deals this figure would deduct the amount from the main amount field automatically. Is this possible?
Is it possible to send an email from within my gmail account, and for it to automatically show up in my leads on zoho and vice versa?
Is it possible to send an email from within my gmail account, and for it to automatically show up in my leads on zoho and vice versa? If so, where can I find the information on how to set this up? thanks
Zoho for Real Estate - matching properties with leads
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Can I Hire You? (Real Estate CRM)
Hello, I'm an internet technology consultant that works with real estate agents. I primarily focus on Home Search lead capture websites including integrating MLS listings into Wordpress, but am moving into pushing data from them into a low-cost CRM. I am looking to swap expertise with a real estate agent (or technology consultant for a real estate agent) who has customized zoho for real estate and can provide me a template. I'm also particularly interested in Lead management elements. In return,
Ideas for customization specific to Real Estate Agents
I am deciding between Zoho and 2 other real estate specific CRM programs (propertybase.com and plan plus online). I love the clean feel of Zoho but am a little intimidated by having to figure out how to customize the platform to better suit my needs. Has anyone implemented a customization: specifically for real estate agent/broker needs? Would you share your setup? Thanks, Jeff
Cannot Embed youtube video to send out mass email
I am trying to embed one of our company instructional how to videos into a email template. I click on the HTML tab It lets me insert, I see a preview, I click save and the embed is removed. Help please? Below is the HTML <iframe width="560" height="315" src="https://www.youtube.com/embed/s3EMWr3SNfA" frameborder="0" allowfullscreen></iframe> Thank you
Is there a way to import products onto accounts?
I would like to import the products that we want to list on a customer. This can be more than one product on an account. It would be a massive task to manually add all products to accounts, which we can extract from our ERP system.
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