Custom Formula Field Question
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
Need to know, How Can I Add Some New Fields to CRM ?
Need to can, we will be able add the new fields to the CRM.....As per our requirement? Please guide us Regards, Vikram Kirtani
Export Report & open using Libre spreadsheet?
Hi. I dont have excel in my pc. Is it possible to export report to Excel format and open in Libre spreadsheet? Is there a way to make the report viewable in Libre? I tried exporting to excel but unfortunately it will ask for Excel so I couldnt open it with Libre Thanks!
can`t get the right "from" name associated with the mailbox, when sending email directly from contact details...
i am trying to change the "from" name when sending mails from Zoho (post@zoho.com): i have changed the name in the settings in the email module, and this works fine when i compose a mail directly in the email module, but when i send a mail directly from the contact details, i get the wrong name, despite choosing the right sending email - what am i doing wrong?
New be, calender issue
just started using the free software CRM and have an issue with calender, when i add a task it does not appear in the calender, am I doing it wrong or does the free CRM not support this many thanks
New Zoho users
Often when I invite a new user to join my Zoho account they are not able to join my account but are asked to create their own accounts. Why does this happen is there a way to stop it? Most recently my new user entered exactly the details of our existing account and it has created her an account which looks like ours (has our logo loaded) but has not data in it and has no tabs to the different modules within the CRM. Any clue whats gone wrong and how I fix it?
want to see recent notes in contact view
We want to see recent notes in contact view.
Open Activities aren't available anymore
All of a sudden I can't access Open Activities for leads. Take a look at the screenshot, I only see the header. How do I get these back?
Subscription Annual can new users be monthly?
I have a client that has signed up to zoho on an annual subscription. They now want to add a user but want to do this on a monthly subscription. Is that possible? Debra
ZOHO CRM Unstable: Adding a task and entry of a reminder date shuts down the task
Hi: I experience quite a lot of unstableness in ZOHO CRM such as: Today, Adding a task and entry of a reminder date shuts down the task All of a sudden old contacts can't be found anymore although I know that they were absolutely not deleted. I can import the back up CSV file but I think that the activities will be lost Adding a section to contacts was a nightmare. When I added a new field, I had to save and reenter ZOHO CRM Please make the system and database stable. Our company relies very heavily
Create a report to show the time from open to close in the CRM
Hi, Do you know how to create a report that shows the time the reports remain opened? Thanks, Regards,
Contact Link to Vendor record
When in a vendor record, I've tried clicking on the Contact Tab within that record and entered an new contact. The data takes and they become a contact but they do not show in the vendor record even after saving etc. TonyD
How long should it take to rename tabs?
I try to rename a tab and it appears as though it is processing the request but 15 minutes later it is still processing. How long should I wait before realizing it is not working. I have tried several times and the changes never take. The longest I have waited is about 30 minutes. Should it take that long? Is something wrong? Anyone have any advice?
Contacts at Event filter
Hello, Imagine you meet a number of people at an event E, that is in your Calendar. You enter their respective information into Contact. Now you think, 'I met so and so at event E, but who else did I meet there?' How would you set up the system to give you the answer? Best Guy
Is there any way to copy address details from CONTACTS to ACCOUNTS in CRM?
I have imported a large list of contacts into CRM and now I have cleaned them I want to copy the appropriate address details up to the Account records. Can I use a Macro or something to do this?
Auto bcc
how do i auto bcc mails sent from zoho?
best practices to manage contacts and leads
Hi! I'm curious about the best practices for zoho CRM leads and contacts. Please help me to understand the flow on the following example. My friend during a chat noticed that he know someone that I have to talk in 2 weeks. He gives me his mail and phone so I can contact him. I make a call and we set ups the meeting. We meet for a couple of times and suddenly the person says that he moves to the new position. He will not have time in the nearest feature to continue our talks but would be happy
Bug
There is a bug in CONTACTS. Take a contact already created, and edit the ACCOUNT field, without doing a full record edit. Then a new ACCOUNT will be created automatically with whatever name you fill in.
Need help with creating views which filter out specific people
Over the last two weeks, I have reach out to all of my leads and contacts via the Zoho "Send Mail" function. Let's call the email "New Office." I've recently been transferred multiple existing leads and contacts which belonged to former employee. Now I would like to create a new Email Template which goes to ONLY those leads and contacts which have not received the "New Office" email. As of right now, I cannot figure out how to filter by Zoho Emails or specific key words in Notes. Additionally, the
Changing Default Meeting Length
When you create an Event, End Date Time defaults to 30 minutes after the Start Date Time. Is there a way of changing that default?
How to organize folders of reports?
In my organization we use the very tool reports the CRM system, but something that causes us headache is the fact of not being able to organize the folders in alphabetical order or reorder their names according to our use. Something planned for that? We consider a simple thing to deploy the system.
Can I convert a contact into a lead?
I'd like to re-categorize contact into a lead - is that possible? If not it should be :)
USE OF ZOHO AS A PROJECT/TASK MANAGEMENT SYSTEM
I AM LOOKING AT ZOHO FOR USE AS A CRM BUT I ALSO NEED A TASK/PROJECT MANAGEMENT SYSTEM TO DO THE FOLLOWING PROJECT LIST WITH TITLE,DESCRIPTION,TEAM LEADER ASSIGNMENT,PRIORITY, START AND DUE DATES, AS WELL AS TASKS (WITH ALL THE SAME INFO) THIS WOULD THEN BE REQUIRED TO AUTOMATICALLY EXPORT TO A CALENDAR , AS WELL AS TEAM MEMBER PROJECT/TASK ASSIGNMENT LIST IS ZOHO CAPABLE OF THIS?
Is it possible to auto delete calls from Zoho CRM after a certain date?
Is it possible to auto delete calls from Zoho CRM after a certain date?
Text field with multiple entries
When setting up the accounts and contacts section we added some custom fields to enter al the needed information. An option I really need is to have multiple entries in one field. Like: "Machine name/type" where we can enter any number of machines that the customer has by clicking a "+" sign. I've seen it in other CRM systenms. Or used software, where we can enter any kind of software the customer uses. One textfield to enter everything is not enough. I tried to use Zoho Creator as a workaround,
Formula field IF
Hello, I'm trying to solve the issue with automatic set of STRING (or number) in the custom field depending of ZIP codes. I used Formula field If(${Leads.Zip Code}=zip_code_here,value1,0)+If(${Leads.Zip Code}=zip_code_here,value2,0)+If(${Leads.Zip Code}=zip_code_here,value3,0) Finally i should get zip customfield 10500 or 10501 or 10502 = value1 10400,10401,10402 = value2 10900,10901,10902 = value3
HAVING DIFFICULTY WITH CUSTOMISATION OF SEARCH LISTS
I am using the search layout within the customisation area to set the displayed field lists I am expecting to see in the CRM areas. You have a choice of up to six for each area. The problem is that when I go to the area I only see 3 columns of information (3 of the fields I have selected during the customisation) rather than all 6. Is this a bug or am I misunderstanding what the search layout customisation is doing. If so how do I add more columns of data on the CRM page displays. eg move
Any workaround for massupdating emails in importing contacs?
How can i update several emails (over 100) in an import to contacts? the overwrite option just creates a new contact when not recognising the email associated with the excisting contact: how can i work around this? Picking one and one will not work as the updated emails are quite random, and often in great numbers in our excel contact sheets (we do newsletter listings)- how can we get around this?
workflow rules to update account related products in accont related contacts
Hi, I have created a custom function in zoho crm , which executes when we create or edit account details , it update account related products in account related contacts,potential. But there is problem we want that whenever we add products in account related products, it automatically get added in account related contacts and whenever products are deleted from list it get deleted . so what rules we should implement here to update record by account related products.
Is it possible to email someone the potential information generated using the print function?
Right now, if I want to email someone all the potential information, like it is generated in the print view of the potential tab, I need to print it to a PDF and mail the attachment. Is there a way to skip this and email the info directly from Zoho CRM?
Logging and viewing customer information while on the phone
Please help me find a way to effectively using Zoho while talking to a customer on the phone When a customer calls me (dont have pbx system) I want to open this contacts name in Zoho, see what activities there were with him or one of his collegues and what the status of these activities is. I also want to read comments about his company (account). In the meantime I want to be able to log important things he tells me in the phonecall, so I need a big text screen. I think this is a very common situation
How do I "assign" or place a contact into multiple search lists (or categories)?
We're a small insurance agency that formerly used ACT! as our CRM. In ACT we could "assign" or place each contact into multiple "groups/categorie/lists" ... that is, 1 contact could have Aetna health insurance, Delta for dental, and GLIC for some life insurance. I would then "place" this contact into 3 separate "groups/lists/categories," which would enable me to pull up a list of, say, all my contact who have Aetna, or who have GLIC, etc. I'm unable to see how to do that easily in Zoho. Help?
Events Calendar - malfunction
I keep trying to sign into the events calendar (30 day, one week etc at top of page), but fails. Have even cleared cookies, history etc, still not working. Very frustrating, as cannot update / source my business appointments. Can someone help please?
Proper Process using the CRM for Targeted Companies
Suggestions requested. Here's what I'm unclear on... We have a list of companies we're looking to approach on deals with our solutions. Currently we already have a list of local companies but we don't necessarily have contacts or leads at said companies. For example, ABC Company we plan to approach. Until we have a more concrete set of data such as name, phone, email of an individual, where do we store the data for the company? Is this still considered an "Account" even though we haven't even engaged?
Creating Leads with no company
I only deal with the public so don't need to capture the company field but I can't see a way of capturing leads without adding a company value. Is there a way to delete the company field or alternatively pre-polulate it with my own company name?
Mass Update potential
Will mass update only update the potentials that are check selected or will all potentials be update?
What does "Existing Business" mean in Potential Type
I'm a new user and trying to figure out what "Type" means within Potentials. I'm assuming by default a potential is new business - even if tied to an account it's still new business for that account since it's a potential. Under what circumstances are people using "exisiting business" as the type for a potential? Just want to make sure I'm starting off by using this as intended. Thanks!
Generating a Specific list for Mass update
How can I generate a list with First Name, Email Id, Due Date and "Subject line for Due date"
Workflow upon edit, not consistant
Hi, I have set up our Potentials module, an email template and a workflow which emails the potential owner if a checkbox "Email Copy" is checked. I have the workflow set to Create or Edit. Creating a Potential, this works perfectly. But if I edit, I don't receive another email. What seems to be happening is the system only realizes a change has been made if I edit the "Email Copy" field. It appears to be working as if I were using the "Field Update" option for workflows. Have I selected something
Create a recently modified contact view?
I'd like to create a view showing recently modified contacts based on the criteria that a call or task has been modified or added. This should be similar to the recently modified contacts view, but have the fields showing for "description" from the call or task completed. I attempted to create this using "modified time" as the critera, but there's no "most recent modified" parameter. There is a default recently modified contacts view in zoho and I'm guessing the criteria should be similar to this,
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