Recently updated entries or modules under Accounts
Hello all. We use accounts as our focal point for interactions within our organization. We are trying to find a view under accounts that shows us which ones had any recent activity. This could include calls, tasks, notes etc. Zoho provides last activity
Mass update on deals - changing from one deal owner to another
How do you do a mass update on deals from one account rep to another?
ZOHO applications have been extremely slow
Hello, good morning Zoho team, I'm a zoho one customer. For a few days now, all ZOHO applications have been extremely slow and don't even load, what happens? It is not possible to work like this. Greetings
Workflow rules not triggering
When I choose the second option of a workflow rule to "trigger when a record is created or edited" the rule does not trigger after the record is edited. I have tested and it works fine when I choose to "trigger when a record is created" (the first option).
What in the hell are you doing to us?
This mail merge idea is CRAZY! We will all be leaving and if you so much as THINK of ruining our content, I swear I'll have the Australian Government investigating this organisation. We have already been in contact, and, as we leave, you had better
Pull Field Data from Account Module to Contact Module
Is it possible to pull the data from one field from the Account module into the Contact module? i have some Contact fields that I'd like to be automatically updated and pulled from the corresponding Account field (ex. having the Contact Annual Revenue
Finding workaround for "Custom formula fields are not allowed in expression." Error
Hello, I'm trying to create a formula field that references 3 other formula fields, but get the "Custom formula fields are not allowed in expression." error when I try to set it up. I'm just setting up our Zoho modules and fields, so does anyone know
Mortgage broker products
We are a mortgage broker and never have the same product more than twice running. I have set up the structure as B2C but here are my situations: * each mortgage we do has a separate application number, amount, rate etc; what is the best way from a Potential to set this up? Do I have to set up a new Product each time? Thanks! crawfurd
Set-up for Mortgage Brokers
Hello All! I have never consistently used a CRM before and as my business in growing so the need for organization is exponentially growing as well. Basically I have a few questions for any mortgage broker that has set up their CRM, as I am having trouble figuring out how to do this: 1. Do you use your leads tab for a full 1003? I was thinking that I would import/XML in my leads from a web capture or import. 2. How do you manage you overall workflow? What information do you have on leads vs. potential
notification for new lead that was not treated by sales rep
Hello Zoho CRM community, I want to send a notification to the sales rep's manager if a new lead was assigned to the sales rep and he didn't contact the lead for 2 days. do you know what could be the best way of doing that? workflow rule? because I want
convert leads to account - mass update
Is there a way to mass convert leads to accounts/contacts? I have imported all my leads in the system at once and now I want to convert several of these leads to accounts at once instead of doing it one by one. Any help Thanks Richard
Can you filter Contacts by specific completed Tasks?
Hi Is it possible to filter Contacts based on the Tasks that have been completed by/for them. For example, when I send a piece of collateral to a Contact I record it as "Send LBBO ABM" and mark it as complete. I'd like to create a View that shows me all
Notes in Zoho CRM not tagging
After entering the @ and user name the Notes are not tagging
HTML Blocks
It would be nice if we could add html blocks of information/help text to layouts, controlled by field entry. I am constantly needing to add help text or additional information based on field inputs for my users. Case in point, I am trying to weave in
Modified Web Form not posting to Zoho
I am trying to make some changes to my webform. Specifically, I am trying to implement a Datepicker that does not allow manual/typed entry (user must select date from calendar). The form now looks and functions exactly as I want it to; however, the form
Edit Page Layout Two requests - 1 - Layout Blank for formatting - 2 Can create page show "missing fields to keep formatting"
Hi there Two requests please. These relate to any Edit page layout for any [module] 1. Blank Space or Spacer for the edit layout. Firstly It would be great if in the edit page layout we could drop in a blank (field label) or a spacer block so that we
Help creating a dynamic dropdown pick field
I am trying to segment all of my contacts and account types into INDUSTRY and INDUSTRY-TYPE as a sub category. Inherently this means that I would have a dynamic pick field (dropdown list) based on INDUSTRY that dictates the subcategory "INDUSTRY TYPES"
Timetracking via agenda in Zoho CRM (tasks in agenda Zoho CRM)
We have the problem that if we want to plan a task. We cannot see if there is another event in our agenda. Agenda and tasks are to separately things in CRM. In our previous CRM there was an extra dimension so that we could create a task and plan this
Bring Google Sheets data to CRM
Hi, I have a column where I write comments about each deal that is taken from Zoho CRM ---> Deals module. My question - is there a way for me to bring my Google Sheets comments to Zoho CRM? I saw that there are a couple of extensions that does the job but I'd like to do it on my own. Can anybody please help?
I made a custom module but profiles that aren't admin can't see the records in it
Hi I made a custom module and inserted around 170 records but anyone that isn't logged into the admin profile can see the records. I gave them permissions for the module but they can only see that it exists - not any of the records in it. Am I missing
Zoho Desk - CRM Sync Settings
Hi guys, We have created sync between Desk and CRM. We changed different account names and made them same. At the end, I have two problems. 1. When I create a contact associated an account in Desk, it's synced and created in CRM automatically as well
No longer able to add Custom View or Edit Views in Activities Modeul
Did this feature get deprecated - none of our users are able to see a Create Custom View or the usual pencil to edit an existing view in the Activities Module since mid-March?
Multi fields in one formula field + Line breaks
I have a formula where I'd like to group the information from others fields to display in a view in the following format: Account name: Test name Billing Street: Test Street Billing Code: 55 555, Billing City: Test city NIP:555 555 5555 and I put the
Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
How to copy data from multi select to picklist.
I have a list of products which i want to copy from multi select to picklist field. how can i do that other than doing manually for such a large data.
Custom field to check if lead was created during business hours
Hi, I'm a bit new to Zoho, but not to CRM systems. I'm trying to create a formula field in Zoho that would result in a boolean value and would tell me if the lead was created during business hours or outside of them. One of my main issues is trying to
Run a report on attachments attched to potentials
Hi All, I am wondering if it is possible to create a report relating to whether a potential has an attachment or not. As part of our sales process our we need to create a value analysis for our customer (spreadsheet) we can then attach this to the potential
Server
Is Zoho could work/run with own server? or just on cloud? Thanks
How to add discount approval proccess for Estimate in CRM
Dear All, After we do integration of Zoho CRM and Book , the estimate is controlled by Zoho Book. We would like to have approval if the staff makes discount in Estimate : such as : 5-10% discount : need team leader to approve >10%
Pictures inside email content -> How to add them as attachments?
Hello! Sometimes my customers add pictures that are relevant to the deal inside the email content instead of adding them as attachments. This gives a headache when trying to find that one picture from one of 50 emails at the later stage. Is there a way
All of a sudden cant create Currency Formula Field?
All of a sudden Im unable to create the formula with currency as return type. I can use the ones I created few days ago: Tried deleting one of "unused formula fields" but nothing changed. Any ideas what happened?
Create automatics call via workflow rules
Hi everyone, I'm new with Zoho one and I would like to ask if there is a way to create an automatic call based on a rule. for example, every time the call status is modified to "no answer" I want Zoho to create a new call and let the sales rep choose
how to start the chat support?
I was able to use the Instant Messager in the Zoho CRM to ask questions regarding the product features, but now i can not find it anymore. Is that feature disabled?
How to update all occurrences of Invoices with an updated customer address?
Hello, I am looking for a solution for this… If I update an customer address in Zoho CRM customer/contacts module I want to update all occurrences of the invoices in Zoho CRM, where the customer is the billing or shipping address. Is this possible with
Can I map a field of the Deals Module with the Contacts Module?
Hi, I have the field "Email" both in the Contacts and Deals Module (well, also in the Accounts Module). Is it possible to map it, so that each time that we add a new email or modify it in one of the modules, the CRM automatically updates it in the other
Wrong subtotal in invoice
Hello, i have a problem in the calcul of subtotal (without tax) in Zoho CRM, do you fix this bug ? thanks you
Include data from custom module to the conversion between Lead and Contact
Hi guys, I have a custom modules linked to a lead and I would like to keep the relationship between the data from that module to the lead when it is converted to contact Is there anyway I could do that? Thanks a lot in advance Regards
Increase Clicking "Movement Forgiveness"?
I'm SURE I'm not the only one with this complaint... Whenever you click on something in Zohocrm you have to ensure the mouse remains COMPLETELY STILL between click and release of the mouse button or it WILL NOT REGISTER the click. I've never seen any
organizing deals page
Is there anyway to remove the 'Best Time For' block from a layout showcased in the first screenshot I added? One more question - is there also a way to add the activities buttons (+Task, +Call, +Meeting) to the top of the deals screen? The buttons in
Quote under the deal, templete not pulling "Contact" details.
I've creted Inventory templete. Under the deal tab I create a quote and then want to send that quote to the contact assigned to the deal. Zoho detects correct email adress out of contact but when I view the PDF the fields it was suppose to pull are empty:
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