linking multiple quotes and accounts to a potential
my setup/workflow: - i'm a mortgage banker and i take loan requests from borrowers and send them to lenders who then provide loan quotes - i have borrowers and lenders set up as account types - my potentials tab is renamed loan, and there is a new one set up for every loan request. my questions: - for each potential on my loan tab how do i track which lender account each loan request was sent to? - under the potential detail view i'd like to see a list of all lender accounts that have been sent the
Shortcomings in current workflow implementation - Possibilities for automation are very limited
Dear Zoho-team, we are currently experiencing trouble in setting up automatic workflows within Zoho. In particular, we identified the following shortcomings: Workflows do not work when field updates are triggered through external Systems (API). Workflows do not work when field updates are triggered through an Workflow Workflows do not work when field updates are based on the functionality “mass data editing” A simple example: We ask a customer for specific documents. When the customer does not
Call Back List field/report/view/app?
Hi, I'm looking for a way to create a field/report/view/app to provide a quick way of seeing the Potentials that aren't Closed Won and who have a Last Modified date of X e.g. 30 days +, 60 days +, 90 days +, 120 + etc. This way we can see which customers need following up in order of importance, with the longest being the most important. In case you're wondering, our business is such that an Potential can sometimes take up to 3 years to close from the initial lead. But their enquiries can easily
Notes for Leads, Contacts, Opps, ....
Hi, would it be possible to see all notes nevertheless if it is a Lead, Contact, Opp,... so independent from Lead, Contact, Opp,... AND would it be customizable (in the user preferences?) to see my notes always ALL and MAXIMIZED. I work very frequently "every minute" with notes. I have to click always on MORE and I have to click on "read more". Always ALL and MAXIMIZED woudl be great!!! This would help me a lot for my work. Thank you! Philippe
Urgent: Due Date: Set Date --> Error: Null
I cannot set anymore dates in tasks. Error: Null. Please help! PS: I use Firefox.
Status for tasks
Is there a way to determine when the exact date of when a status was moved to complete? Right now Zoho can track when it was last updated, but that might not be accurate if the user went in to correct spelling or add a file to the task.
Report or Display On ToDo
I have a custom field in the account form that says renewal due which is a date, what I need to do is to report / display all the account that are due for renewal in the current month, Any ideas how I can do this? Ideally I would like to have it in a container on the welcome page, or as a task? Thanks
Allow Users to have multiple e-mail addresses
During the 4+ years I have been a ZCRM user I have been frustrated by the inability to fit the ZCRM system of reminders, notifications and alerts into my productivity methodology. THE PROBLEM ZCRM does a poor job providing true synchronization of calendars and reminders with third party software. The Android App does not provide notifications when in the background. For today's mobile professional this is a big problem. Almost all productivity experts will tell you that the best way to ensure that
Grouping by month then quarter then year
I love your product and will even more once I learn a couple of techniques. I am trying your product initially for a small group of my sales team and would like to roll it out across the whole company. In reports I really want to show results based on
Invoice/Purchase Order doesn't display 'Total Quantity'
Hi, How do I show the 'Total Qunatity' in an Invoice or when I export to PDF? I tried Invoices.Total Quantity, Invoices.Total Qty etc., but doesn't show. This bug is really annoying that like Sum-of-amount there should be a Sum-of-Quantity? This creates lots of problems in real life as there is not even a work around.
How do I sort Leads list by last name first?
How do I sort Leads list by last name first?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
Hi, Please Is it possible to customize the Zoho CRM gadget for Gmail ?
How do I get the Title column under contacts in the Account module
How do I get a Title Column to appear here? This is the Contacts section in the Accounts module.
android phone stopped working
I can no longer access my account from my phone. It was working fine, but I now get a message that I'm not authorized & to contact my administrator (which is me!) How do I correct? Thanks
username change
Is there anyway to change the username after creating an account so the email isnt part of the log in example: can i change lakers@yahoo.com to login just as lakers I already have an administrator account and I am trying to create a few user names that are linked to do that acct and i don't want the full email address as a log in. So can it be changed?
How to get statistics out of Zoho in an easy way?
Hi everyone, Pretty simple question here. How can i derive statistics form Zoho such as; total coldcalls, number of meetings resulted by coldcalls, number of meetings resulted in trails and finally how many trials resulted in subscription of our products. Any good advice here let me know pretty straight forward!
Add the possibility to have sections be shown or hidden depending on the status of a check-box. (On contact and lead record)
Hi, We are selling different lines of product to resellers, depending on what lines of products they are buying from us we are in need to record different information. It would be handy to have a function that allows a "Check box" that is checked trigger a new section to come up for that contact. Sections are shown or hidden depending on the status of a checkbox that is located on the contacts record. So if the reseller is selling bikes that checkbox is checked and a section in shown on the record
Earliest date (Formula)
Hello Please advise a formula that will return the earliest date from an array of 4 dates?
Screen Cap - How do you import this spreadsheet - Multiple contacts into a single account name
For the life of me, I can't get this to work.
Negative Number Appearance
Can someone tell me why negative numbers for discounts show up with a minus sign but negative numbers for adjustments show up in parenthesis? I'd like to change the adjustment so that the negative number shows up with a minus sign OR the discount to show in parenthesis. Is it possible to do this? Thanks.
Activities transfer from SalesOrders to Invoice
Hello When converting a SalesOrders to Invoice all the Activities are sent across as well. Is there a way to stop this from happening. As well is there a way to have a picklist field on the Accounts page and map it to the Potential, Quote and Invoice object. Regards Haider Raza
Create views via Different modules
I am aware it currently isn't available to add in a criteria for a custom view of accounts that searches note content. The only criteria available to search by is only the information on the Account page itself. It would be extremely to create views for accounts based on searching in different, related modules. For example create a view that shows all accounts with Contacts that have a birthday after a given date. Or display all Accounts who have a related Tax Invoice over a set amount. Let me know
Not getting email notification for add and email invitee
Hi there I'm testing out an event and was able to send a notification to a user when I first set up the event but now it won't sent a notification to any client that I add. It is a really important aspect to be able to notify invitees. Can you please advise?
Validation of multiple Mandatory fields on a web form to Lead
I'm trying to have 3 fields mandatory in my web form: First Name, Last Name and Phone number. I checked on the help base of Zoho and found: https://crmkbase.zoho.com/link/can-certain-fields-in-the-web-forms-be-made-mandatory I inserted this code but it only works for Last name and if I leave the others empty, it accepts the entry: <script> // if you need to have some fields to be mandatory, please add them here within quotes ("") separate by comma (,). var fieldIdarray=new Array("Last Name","First
Custom View time settings
I'd like to create a custom view (in invoices) that allows me to have a custom view showing invoices created in the last 7 days. Could you tell me is there a Boolean phrase that would allow me to enter "last 7 days" or something like that? I'm using "created time" as the critieria, but can't find a way (or don't know the boolean phrase) to specify the last week. Thanks for your help.
Workflow FIeld Update
Hi, I need to create a workflow that updates a field with a current timestamp when the sale owner of a field is changed. Last modified does not apply as the record with be modified several times outside of the sale owner change. Is it possible for a workflow to update a field with a timestamp, rather than just a text string? If not, can you suggest other ways that I could update a field with "First Modified" timestamp. Thanks, Brendan
How to track when things fall out of the pipeline
I'm really struggling with some of the reporting functionality in Zoho CRM and I'm concerned that Zoho won't actually be able to do what I need it to! If anyone has any suggestions to get the following data, I'd really appreciate it: 1) I need to see where things are falling out of my sales pipeline. At the moment we have sales statuses for leads and for potentials. I need to know when something is converted from an 'Interest - Call Back' to 'Dead,' 'Demo' to 'Dead,' 'Waiting for Payment' to 'Dead'
ipad application
we are having a problem with the ipad crm application not transfering the notes of a lead when it is converted to an account is this a common problem or just us
Inventory Template confusion
Hi, I am putting the following into an inventory template for Invoices... Display Advertisement Booking Form Ad ID: ${Invoices.Ad ID} Payment Method: ${Invoices.Payment Method} Rep: ${Invoices.Invoice Owner} Receipt Number: ${Invoices.Receipt Number} Client: ${Invoices.Account Name} Order No. ${Invoices.Order
Automated email to lead or contact based on event?
Is there any way to automate an email to a lead or contact, based on creation of an event for e.g. an appointment so email would be an appointment confirmation (with event data such as location, time, date included in the email)?
Log a call dissapears when clicking outside the dialog box
Is it possible than when we click outside the box, the log a call information is not lost? It happens to me all the time, i log a call, record a certain amount of time and when coming back to the window, i accidentally click outside the dialog box, and all my information is gone.... Is there a way to avoid this?
Formula to check if two address fields match
I'm trying to get the following formula to work. It is meant to check if two addresses are the same (Street number + street name) are the same. If(${Leads.PVA Address}==${Leads.Street},'1','0') Error is "Incorrect Data Type of Argument". Please help!
OnLoad for Zoho CRM?
Hi Zoho Support, is it possible to have any kind of Zoho Creator style scripting for Zoho CRM modules? I'm hoping to be able to do an 'On Load' script. Background I have a field in my Product (renamed to Property) module called "Upfront commission %". I also have a field in my Price Books (renamed to Project) module called "Default upfront commission %". Each product belongs to a project. I want to be able to pre-populate the Property's "Upfront commission %" with the Project's "Default upfront commission
Outlook integration
can you please enable my Outlook integration for a trial as well please? Thanks
Change Owner doesn't trigger workflow
1. Create a workflow that is trigged by a field update. 2. Choose 'Lead Owner' as the field to watch; save the workflow 3. Go to a Leads view 4. Select one or more leads and choose "Change Owner" The workflow isn't triggered. If you go to a specific lead and change the owner then the workflow is triggered. Also - you can't choose the Lead Owner in Mass Update.
Zoho Email
We cannot get the POP 2 working 995 with ssl is not working neither 110 without
Inventory Models img tag and css background image
Hi everybody! I'm experiencing this problem. I've create a new inventory template, with an header/footer with a background image assigned via css. And they works. Now I've tried to add some image in the template body using the img tag. The result I got is that the new images (img tag) are shown, while the background for header/footer disappear. If I remove the img tag form the code they show up again. How can I fix this?
No more than 8 number/currency formula fields
Hi, I have a problem. Zoho CRM only allows me to create 8 number/currency formula fields. I need a 9th. Is there any way to change this limit?
Field to Field Settings?
Is there a way to use an already existing data set for an option when creating a New Custom Field? I do not see this under the "Field Type" menu, nor could I find it in the Help tool, so I wanted to send this off to ask. This would be extremely beneficial if you've already selected values for another data set (Account Names, for instance) to be the populated data for a new field you wanted to custom create (Referred By, for instance. Have the names of accounts you've already entered into the system
Can dashboard graphic be uploaded into MS PowerPoint or saved as a pdf?
We are interested in inserting one or more of the dashboard graphs into a PowerPoint presentation. At this time is that possible?
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