Age of opportunity or date range to trigger alert.
We want to set up an alert when an opportunity is older than 45 days and status is proposal. I cannot seem to get an "age" for the opportunity or set a rule to trigger 45 days after create date and status = "proposal". I hope this is clear, can someone help? or suggest a workaround, many thanks. SEAN.
Workflow Criteria Trigger Dates
I would like to have a task triggered when a Potential has not been modified for over a week. How do I do this? Ex. Create task when Today's Date equals Modified Date plus 7 days. or Create task when Modified date equals Today's Date minus 7 days. Is there a way to do this?
Money symbols on Templates
I am adding some custom fields into the Inventory Templates that are numeric. The templates, when I export as PDF or print a Quote, Sales Order or Invoice will always show the money symbol (COP$ in my case) to all custom numeric fields, but they were not programed as money fields. How can I take them off? Thanks
How to add our website the Web-to-Lead form ?
Hi, Can u explain anyone how to customize Web-to-Lead form in our website. Regards, Prasad.
Workflow Rule Criteria "AND" doesn't work properly
Hello, I'm trying to add 2 Rules Criteria to a workflow. Even if i select AND when i save Rules Criteria are not Combined with a AND but with OR... is it a bug ? thanks.
New in Zoho CRM: Secondary Email Address for Zoho Mail Add-on Users
Hello! Earlier, in the Leads and Contacts modules, we provided an Email field to store the email address of the prospects/customers. Now, along with that, we also provide a Secondary Email field that can be used to save the additional email address. Benefits: If you are using Zoho Mail Add-on, with the help of this additional field, you can fetch and associate emails that are sent/received from both the email addresses. You can choose to send emails to any one of the email addresses or even both
Add ${Campaign.Id} field for templates email
Hi, I have to track campaigns inside a template email and it's impossible to add the ID of this campaign the field doesn't exist. I've tried ${Campaigns.campaignId},${Campaigns.cid},${Campaigns.Id},${Campaigns.CAMPAIGNID} with no result. is it possible to purpose this field in the list ? thanks.
Custom Fields
It said I could make 130 custom fields so I planned for that and then it turned out I could only make 60 custom fields. I discovered this chart https://zohocrm.wiki.zoho.com/Zoho-CRM-Custom-Fields.html too late. 60 string type fields isn't enough!! I need more. What am I supposed to do!? It gives me this prompt You cannot create this field. You can create only a maximum of 60 String fields/module (which includes Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number
Formula Error working with Text Fields
The following formula checks out syntax wise but generates an incorrect result. Concat(${Contacts.Mail Intro},' ',${Contacts.Last Name}) Example: Mail Intro = Todd & Toni Last Name = Young I should get Todd & Toni Young. Formula above evaluates to Todd Toni' Young (note the missing & and got an unwanted ' ) This was tested on these two fields and then I changed the contents of both fields, and tried replacing the last name field with a different custom text field. All gave similiar results
Add Existing Leads to New Campaign
How can I add 500 existing leads to a new campaign. For example, I've imported a list of leads. Now, I want to run several campaigns with those leads. One Month I'll do Campaign A, the Next month I'll do Campaign B, and so on. How do I do a mass add to those campaigns? Jake Posey
Associate Web-to-Lead to Campaign
I'm setting up a couple clients for Web-to-Lead forms. Since there is no way to automatically add them to a specific campaign, we've added a field that they can use to manually/visually associate the new lead to an existing campaign. However, I cannot seem to find a way to add that new field to the Approve Lead "page". The fields I can see are below, how can I add the new field? It's almost like Campaigns are a separate entity in CRM - not easily integrated with Contacts or Leads. Lead Approval
Audit capability for Sales Orders
Hi, Most of our work is currently enabled by the Sales Orders module. I noticed that Audit capabilities exist for Leads, Contacts, Potentials, Accounts and Activities (https://zohocrm.wiki.zoho.com/Zoho-CRM-Audit-Log.html) but not for Sales Orders. This is a pretty big requirement for us, and if audit logs are enabled for sales orders, we will have a strong incentive to move to the Enterprise version. Can you tell me if this is in the roadmap? If not, I'd like to request that this be included and
Attn. CRM API Developers - Use only POST method for Ticket Generation and Limit Concurrent API sessions to 20
We are bringing two important changes to our Developer API implementation. These changes will come into effect from June 06, 2011 . 1. Limit the number of concurrent API sessions to 20 You can only have a maximum of 20 concurrent API sessions. This is being done to improve the stability of the system and to further enhance the security of the API Implementation. To avoid crossing this limit, please follow one of the following measures: Re-use the API ticket: An API ticket once generated can be used
CRM and MYOB Accounting
Has anyone successfully linked CRM with MYOB Accounting using the API?
Linking contacts
I need to link two contacts in Zoho CRM. I operate a nonprofit that has Sponsors and Students (3rd world students.) Is there a way to link these two together? I would like to have all in as contacts and connect when appropriate. Sidenote: some Sponsors have multiple students and will need to link to multiple other contacts. Thanks for the software! We spend no sponsor money on overhead so love Zoho CRM. Thanks, Shawn
Workflow Changes
I've reported this to support, but wanted to get feedback from the user community. The recent workflow modifictions are a real improvement I think as it's easier to create workflows. Has anyone run into the new restrictions on number of rules/module or number of tasks per rule? Perhaps workflow isn't being used that much, but a 5 task business process is all that can be built now with the engine. (your restricted on alerts as well, but we use mostly tasks) I don't know many business processes
Firefox 4.1
After the latest Firefox update (4.1) to pop-up boxes/calenders in Zoho CRM no longer work. Still works OK with Chrome but I prefer Firefox
Search facility down & not loading properly
Please help. The search facility is not working (since the appearance etc of the website changed). Also, when saving or deleting a lead, it continually loads to a blank page. Please could someone rectify these issues as they are making working on ZoHo very tedious and time-wasting. Thank you.
Can you customize fields that appear in "Details" listed under account/contact/etc.?
For example, when viewing an account, a summary view for 'Contacts' (or what is considered Account Details in the setup admin) is displayed below for the contacts associated with that account.... By default, 'Contact Name', 'Title', 'Department', 'Email', 'Phone', and 'Mobile' are included as a fields. Can I change these so another field is displayed, like 'Contact Status' instead of 'Mobile'? Thanks! Michael
Grand total still being doubled when 2 products are used
In the Reports & Dashboards the Grand total is still being doubled when 2 products are used. Making them absolutely useless for statistics. For example. If someone sells a 'Half Page' for £3000 'Web Package" for £1000 Grand Total : 4000 It'll display like this in the Dashboard report Half Page / Web Package (2) :£8000
Cannot convert leads now
I have been able to convert leads until today. Now the date does not pop up. I cannot pick a user. I cannot save the conversion for it to happen. It worked yesterday...not today.
Custom fields in 'Product Details' (Sales Orders)
At the moment you can't add any custom fields to "Product Details" (correct?) I want to be able to add custom fields that inherit the same choice menu as "Product Name". e,g; "Product Dimenions" "Magazine Issue" Cheers!
Product details in Quotes, Sales Orders and Invoices
Can I include custom fields from Products into the Product Details in Quotes, Sales Orders and Invoices? Will this functionality be included any time soon? Our products use weight and quantity (quantity alone does not represent the order), so the current functionality is not enough... Thanks P.D. We already asked this before, we want to know if its now available...
Can Attach file be exported?
I didn't see menu to export attach file. Does anyone know how to do it? I attached some pdf to my account
group
can anyone explain why you would create a group? what are the benefits from a business point of view? how maybe it differs from roles or profile permissions? i just don't get it. thanks!
dentistry clinic - product combination - Quote
We try to generate Quotes but product list is to long and not comfortable to look into it. We can have on product position: 1. rtg 22 and 2. filling 23, 24, 26, 28 and 3. implant 11, 21, 31, 41 etz. (32bits combination for each but there are also another products related with teeth) Is it possible to add anotation for particular product? Best regards,p
Where's the button to "Save & Export to Google Calendar"
I've read the article on how to use this feature but it doesn't show up anywhere. What am I missing? Where is this magical Save & Export to Google Calendar button and does it show up under certain conditions only? The how-to article I read: https://zohocrm.wiki.zoho.com/Exporting-Events-to-Google-Calendar.html
Contact: Full text search
Hello list, Is it possible to do a full text search for contact. Currently in FreeCRM I have +500 contact which were tags by people's expertise. So I can search for people with certain background: water, energy, electrical, etc. In Zoho CRM the only place suitable for this sort of information is in the Description, but currently it's not possible to perform a search that include description yet. Right now, one can search only by name or company but for a very long list of customer, names not alway
Announcing - Zoho Training on a Bahamas CRUISE! - By UN Cloud IT - Alliance Partner
UN Cloud IT just launched two new Zoho training Seminars - on a Royal Caribbean Cruise in the Bahamas. A 3 day Intro of all the apps and the private portal setup Followed back to back with a 4 night cruise on Zoho CRM. I have a course outline for each seminar in the making but would like feedback on what folks would suggest or request to be included before I finalize the syllabus. Please let us know what topics you would emphasize in the INTRO seminar and what topics you would emphasize on the CRM
Package Pricing (Subtotaling) In ZOHO CRM Quoting Module
Hey all! Allowing us to add custom product descriptions in the Quote module was a great addition. It would really be beneficial if we could also group products in a subtotal so that we could make quotes easier to read.
Workflow firing when record is Edited
I've seen two different requirements posted on this forum regarding how many times a workflow should fire when a record is edited: http://help.zoho.com/portal/en/community/topic/new-workflow-task-created-everytime-a-lead-is-save http://help.zoho.com/portal/en/community/topic/workflow-rules-not-triggering My requirement is for the workflow to get triggered every time the record is edited after it has reached a certain state. This is so that an administrator can be alerted and change his/her actions
How can I create a custom filed with formula?
I have tried to make som simple formulas in the Customs fields, but I can't get it to work as I want. 1. When I click "Formula" I get this message: "Alert - Formula custom fields created or modified will not be evaluated in already existing records." I don't quite understand the applications of this, or what it means? 2. I want to take the number in the box "Amount" and multiplacate it with a certain percentage. This is the formula I've written: Abs(1,15)*${Potentials.Amount} A very simple formula,
I can only edit 4000 characters in my template
It is written 32000 characters maximum and my template is only 4000 characters and I can't save with more characters!!
Making system fields read-only
Is there a way to make system fields read-only? I noticed on another thread (that I couldn't find now) that system fields are meant to be editable by all users. Can I use a workaround where I create custom fields and populate them on the CRM module while hiding the system fields? Any potential issues that I could encounter if I do this?
.Does Zoho CRM administrator have to be the same person as Google Apps administrator?
I am trying to evaluate Zoho CRM (starting off with free 3 user package) for our company use. Our Google Apps administrator has enabled Zoho CRM. However, as I'm the one that will be doing the evaluation, how can I be set up as the Zoho CRM administrator? Any help is appreciated. Don
Lead Details - How to change No of Employees
I need to make the "No of Employees" field in the Lead Details to where it will accept a range of numbers such as: 5-9 or 500-999 or 1,000+ The way it is now it will only accept numbers and no characters. Is there a way to edit this field? If not, is there a way to mass transfer that data to a new custom field? Thanks! Kathleen
Reports pull same name more than once
I have found that certain reports will pull the same name multiple times even though there are no duplicates. I have checked all my report criteria and it is still happening. I see it in some potential reports and some lead reports that pull email addresses. - Shari
Zoho shutting down when I save a tab
In the Leads and Contacts tabs, once I add or edit a new record and then hit save, the whole browser tab shuts down. Happens in Firefox and in Chrome, so it's unlikely to be my browser. Seems to only have happened today. I don't know if it's because I've been adding custom fields and playing around with the record layouts, or whether it's a bug from an update released onto the software. Is anyone else having this problem?
Introduce state engine for fields
As a supplement to the workflow engine, I would really like to see a state transition engine for picklist values. I would like to have values in the picklist move in one direction (e.g. Created -> Submitted for Approval -> Approved -> Closed) and not the other. Right now, I'm using a kludge where I've used a combination of checkboxes and dependency between fields to pseudo-implement the transitions I want. However, this is nowhere near as powerful or comprehensive as having a state transition engine
Record level security required in the CRM
I am a great fan of Zoho CRM and am currently using it for our company but I now feel the need to have some "privacy and security" for certain confidential information. At present I cannot send any email without everybody having access to it. It seems to be "all or nothing" approach. Either I allow somebody to share everything or nothing. For instance, If I would like to make one particualr Contact or Company Password protected, or invisible to other users, I cannot do that. The same with a confidential
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