header rows in a deal, hide? reduce?
Hi all, is it possible to reduce the amount of "header" rows? for example from 5 to 2, so in below example only account name and contact name: furthermore, can I use territories, but also not show them here? Looking forward to your help :-)
How to handle Literature or Sample Fulfillment?
Our company manufactures and supplies furniture B2B. Our clients require us to send printed literature, fabric & wood samples, and even furniture samples. Any advice on the best way to handle "literature fulfillment" through Zoho CRM? Here is my wish list of what I am looking to acheive: Allow users to schedule fulfillment of a literature/sample request from the Lead/Account/Contact/Deals modules Allow user to select from standard literature/sample offerings Allow user to input details on any custom
assistance with layout rule/validation rule
I have tried a few different ways to solve this need. (understand, I have to deal with the existing build) I have a case file. I only want the Status picklist value of "closed" to be available if there are details in the case resolution field. If the field is blank, the only status picklist values available are, submitted.. This prevent the case being closed without details Any suggestions of the best route with the limited features available. I know how I want to write this A validation rule that
Client/Lead Age related report or workflow
Is there any way for a report or workflow to pull a list of contacts/leads in crm that are within a specific age? I would like a monthly report to show me people who are turning 65 within the next 8 months. Is this possible with Zoho? So for the month of February, it would show only people turning 65 within March thru October of that year. The March report would show April thru November. I haven't found a way to do such a report or workflow.
Recently created custom fields not appearing in Zoho motivator
Hi there, I've created a new field in my leads module that I would like to track in Zoho motivator as a KPI. But for whatever reason, the field is missing from the "other custom rules" section of motivator. This has occurred with both attempts, first of which was a checkbox and second a picklist. I might be missing something simple here, but all of my other custom fields appear in motivator, so I'm at a loss as to why this one is not appearing. Thanks
How to add related record to Contact (contact within a contact?)
I am just playing around with CRM. We are using it for social services and I turned the contacts Module into Clients. Many of the clients have the same case managers but there is a high turnover so I would like a way to have XYZ Mental Health Agency with John Doe as the case manager. If he leaves and Mary Smith replaces him I want it to update all the clients records automatically. I am wondering if I should use Accounts to keep track of agencies and their employees who service our clients. Thanks
Marking task complete in CRM App
Hello, What is the correct method to mark a task as complete in the CRM APP? When I touch\click on the small box in the top left corner next to a task the box does not change to indicate it has been ticked off, screen just flickers. If I check on the task afterwards, the task is marked as complete however as mentioned no indication is given once the box is clicked that it has been marked as complete... Thanks.
Checkbox values
When I am creating a report that uses the value of a checkbox, what are the values I can use in the criteria? is it true/false 0/1 Y/N ? Regards David David Bosomworth
Leads that Change Compoanies
What is the best protocol for when a lead changes companies? Is it best to delete the lead and start fresh? Is it best to just change the information on that lead? Or do you just create a second lead for the same person under a different company? Thanks.
Webhook to microsoft flow
Hello,
I'm trying to create a webhook in zoho crm that sends json data to microsoft flow.
From postman I can send it to microsoft flow but when I try to configure the webhook in crm it returns an error 401 no authorization.
Do you know if it is necessary to pass some user / password parameter? or a token?
Thanks and greetings from Barcelona
Integration with exisitng site engine or migrate to a new one
Hi all, Our services has grown & now we need some kind of CRM in order to improve work efficient. The existent routine: visitor who is looking for buying essays online & navigated to our site, fill up the form & made an order. We would like the form is connected to CRM so we can communicate with a prospect & increase conversion. Also, we would like to use the CRM to build a kind of online support portal & internal knowledge base (if it's possible). We have an option to migrate the site to WordPress
Task is firing that I did not create.
There is a new task firing as of this morning and I can not find it in the workflow rules and I am sure that I never created it. It says EMAIL - NOT YET QUALIFIED - I would love some guidance on how to find where it lives and turn it off.
setting up CRM
Our photography business has clients that come for different reasons...newborns, professional headshots, Boudoir, High School Seniors, families etc etc I am just starting to use Zoho to build our database (of almost 16 years), and if a jane doe comes with her high school senior, and then wants to come back for Boudoir, how would I build them into the CRM? I dont want Jane Doe in there more than once, but if I want to send a mailer to all my Boudoir clients, how do I ensure she is included in the
Formula to score values
I need to create a formula where it looks at the value of the picklist and assigns a numerical value, This will be for 6 fields and then add the values for a score. The picklist values are M=1,E=1,N-0 Thank-you for assistance
Formula assistance
In Zoho CRM/ I need to create a formula where it looks at the value of the picklist and assigns a numerical value, This will be for 6 fields and then add the values for a score. The picklist values are M=1,E=1,N-0 Thank-you for assistance
Regex Function
Can i use REGEX Function In Formula Field
formula field need help
Dear Community: I need help making, what seems to be a simple formula filed work. I have a drip down field that is called Rent Type and the two options are 'NET' and 'GROSS'. If its NET i need the function to multiply 'Year 1 - RE Tax Expense by 2. If it is 'Gross' i need the function to multiply 'Year 1 - RE Tax Expense by 1. if(Contains(${Leases.Rent Type},'NET'),${Leases.Year 1 - RE Tax Expense}*2),if(Contains(${Leases.Rent Type},'GROSS'),${Leases.Year 1 - RE Tax Expense}*1) Any idea of why
Change encoding for "UpsertRecords" method in C# SDK
Hi there. We're inserting some records in Zoho CRM using api v2 in C# SDK, but we're having issues with accents. We send text in UTF-8 encoding but it is stored wrong. For example, we're sending "Afganistán" but it appears like "Afganist?n". How can we specify the text encoding? Thanks.
Zoho CRM DKIM failures please amend to relaxed/relaxed
We have been testing mass emails from Zoho CRM. We have the DKIM key on our domain and Zoho has validated this. The issue is some systems fail the DKIM validation because you are setting the Canonicalization to simple/simple. My understanding is despite the name this is pretty strict in the implementation. It means any header modification or whitespace issues cause DKIM to fail. If you used relaxed/relaxed then the DKIM validation ignores issues with things like whitespace and prevents message forwarding
please oh please, make it easier to rename values of a dropdown field managed by a blueprint
TL/DR; zoho crm team, please provide admin users the ability to update the value of a dropdown field tied to a blueprint, and have the "State" related to that dropdown value dynamically updated, without requiring the admin to first delete then recreate the Blueprint State & associated Transitions. okay, now here goes my rant to describe why this is such an important feature ______________________________________________________________________ i don't know how many zoho crm customers actually use
how long is the timeout of a call to an external URL using PostURL()?
Hi people I need your help ... I created a custom function for Zoho CRM that sends data from a client through a WebService to an SAP Server. For this I use the function postURL and it works well, but when I send Data too big, the function sends an error of "Time out: 'SocketTimeoutException'", so I need to know how long is the timeout of postURL function and if there is some way to control it. Thank you. PD: Sorry, My English is't good
Deluge Functions
Dear Zoho, Would it be possible to add switch statements to deluge? I can think of tons of use cases for this. switch(expression) { case x: // code block break; case y: // code block break; default: // code block } Also is it possible to get selected records in a list view in deluge instead of running a function on all records in the view?
Deal Link embed into Email Template?
Hi community! I have set up several email templates, actions, and work flows so that users are notified when changes are made to their Deals/Potentials. However, it would be nice if email notification contained a link to the specific Deal it is referring to. Does that make sense? Example: When a new Deal/Potential is created and assigned to a user, I have it set up so that they get an email notification. That notification tells them a new Deal has been assigned to them and gives them some details
add html to email
I keep seeing posts regarding adding html to email templates. All I want to to do is add it to a normal email but I cant find the source code button like on templates. How can I just send a simple html email? Thanks!
What is Contact ID and Company ID fields?
Hi I am trying to do an import of contacts but it won't let me do this unless i have chosen which columen is the contact ID. What data should be in the contact ID field. Same goes for when importing companies it asks for company ID.
New UI: Problems creating a Quote, Sales Order or Invoice
When my users are creating quotes they are searching for items which are similar so they must scroll through the list which shows 6/7 items within the scroll window, scroll a large list quickly and you'd see 12+. However now with the new UI only 2 items show within the scroll window and if you scroll a large list only 3 items show. This makes it extremely difficult to use. You have to slowly go through each item and if you scroll a little too fast you'll miss the product you need. This is causing
Deal-specific product pricing possible?
Hey Folks, Have what I believe to be a simple problem but am having difficulty finding a robust solution. I already reached out to Zoho and they are looking into helping me solve this with a custom function but I wanted to open it up to the community for discussion and best practice guidance. Essentially, we have a need to quote each customer with a unique product price. We lease cars to consumers and the same car, say a Honda Accord, will have a different Monthly Payment depending on the deal specifics.
Account - Active or In-Active
Is there an easy way to mark an account as acitve or in-active? When a client no longer has an active contract or deal with us we would like to mark the account as in-active so we could seperate these out to reengage in the future. Any suggestions?
How to link one contact to multiple accounts
Hi! Is it possible to link one contact to multiple accounts? Thank you! Ashley Woodward
IMAP Integration - Regular password change
Hi there, we currently have an Office 365 / IMAP Integration working very well on Zoho CRM. The problem is that, for security reasons, our IT requires the Office 365 password to change every 3 months which the user are required to do...unfortunately, as soon as they change the password on their machine the IMAP integration breaks as authentication is unsuccessful. I've tried (and still trying) to remind users to immediately go into Zoho CRM > Email Settings to update to the new password but I'm not
Potential ID
Hello, I'm looking for a way to remove the Potential ID for my emailed weekly reports. I do not need to see this information in my reports and it takes up lots of unnecessary space. Is there any way to remove this from my exported reports? Thanks
New Enhancements in Zoho CRM
Hello everyone, In today's post we will brief you about our recent enhancements. List view categories Earlier, list views were categorized under Favourites, Created by Me and Shared with Me. We have introduced two more categories: Public Views and Other Users' Views. Public Views - The views that are created by other users and shared with everyone in the organization will be listed here. This will be available to all users, irrespective of their profile. Other Users' Views - Views created by other
Customizing List Views Globally
I learned today that customizing the column layout in list views with Zoho CRM is a global change that affects all users of the system. This is a problem, as each user may want to set column structure of the list view differently to fit their particular needs. As the system administrator I am constantly adjusting the column structure to analyze data differently and don't want this change to be pushed to every user as it causes issues in their day to day use of the system. We have different roles
getting data from a fillable zoho document to CRM
Hi Hope that this forum can help me. I have a setup where I send first a contract PDF via zoho sign and when they sign the contract a tricker sends a fillable PDF where the customer puts additional information. Is it possible to take the data that the customer have filled in the PDF and populate it into ZoHo CRM? Regards Rasmus
how to implement detailed cold calling process?
What I would like to do is implement a cold calling campaign, where we want to attempt 5 touches over the period of 4 weeks with a combination of phone and email touches. I'd like to implement a flow in the CRM where it handles moving and scheduling the right activities for the lead based on the outcome of the previous attempt. For example, for a series of unsuccessful touch attempts, I'd like the first call outcome of voicemail to get the lead scheduled for an email two days later. After the
Update Date Field Approval Process
We have an approval process with two approvers. We would like to save the date when each approval was made, so that the dates are set out in a report. How can we make this?
Trouble 2-way- connecting calendar
Hi, I'm having a lot of trouble connecting my calendar to my google calendar and linking 2-ways. Please can you help me? I've tried using the instructions but I don't have the google options in the CRM. I'm not even sure if I'm in the place to do it, or if I should be doing it from the mail and calendar area.
Can i send data directly to zoho app through email?
Hi i want to know how i can send data directly to zoho app through email. In Podio they give every app an email through which user can send data directly to app and than parse that email data and save into podio app. can i do that in zoho, or is there any other way i can do that ?
Can i send data directly to zoho app through email?
Hi i want to know how i can send data directly to zoho app through email. In Podio they give every app an email through which user can send data directly to app and than parse that email data and save into podio app. can i do that in zoho, or is there any other way i can do that ?
Deals - Forumula -working out the weeks between 2 dates
Hello, I have managed to create the formula for how many days there are between 2 dates (invoicing): Datecomp(${Deals.Invoice 3 - Date},${Deals.Invoice 1 - Date})/1440 However I can't figure out how to do it for the number of weeks... Can anyone help? thanks in advance
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