Formula to assign numeric value to a picklist value and add together
I would like to have a formula field where it takes field values equal a numeric value, then add the numeric If(Len(${Discussion Facilitation.Establishes Instructor Presence}'M''E')'1')+Len(${Discussion Facilitation.Quality of Commentary}'M''E')'1')) Assistance is apprecaited
China staff having issues using Zoho
Hello, Staff in China cannot use Zoho CRM as of this weekend. Until then, it was working fine. 1. cannot send leads email 2. cannot receive emails within zoho 3. cannot create new leads The error message is "Unable to process your request" A representative in China Zoho has said there is no issues but we are still having issues so they are incorrect or are not aware of these issues in China yet. Can you please confirm this issue and what to do so staff can continue work. Thank you.
Lead owner changing on campaign member import
I have exported from my CRM a list of leads. I then imported it back in to add the members to a campaign. Lead Owner is a mapped field. Somehow still after import, the leads are all changed to me as owner. This is a problem. Appreciate any assistance. Karen
Products in the Leads form
We don't use Products. Trying to clean up unnecessary fields in the Leads form but don't see where/how to remove Products. Thanks in advance for your help.
Help getting referral url and website tracking data back into Zoho CRM from a Zoho WebForm on a Wordpress site
Hi, I'm current using Zoho CRM WebForms embedded in a WordPress site and trying to find the easiest way to get the referrer url (and any other tracking data) back into the contact or lead that was created from the submission of the Zoho WebForm. I could possibly do this using Gravity Forms and 3rd party plugins but would like to keep everything simple if possible as the Zoho WebForms seem to work very well. If it can't be done with a Zoho Form then suggestions on alternative solutions that you have
Quarter 1 - Zoho CRM Community Meetups in US
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
attach zoho emails to opportunities
Is there a way to attach existing emails to a opportunity in the CRM? so that when I click on the opportunity, I can view all the emails associated to that opportunity?
Time zone on mobile app is off
I scheduled a call for 4 pm on the web app, but it shows up as 11 pm on my mobile app. Both my web account and phone are set to the same time zone, so no idea why it shows the incorrect time for the call on the mobile. Any suggestions? Thanks!
How can I receive a notification (email) for incoming SMS?
Currently using Twilio integration with CRM.
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
What if you could change all email template content without opening all of your templates?
When I first got into segmenting and sending emails to contacts in Mailchimp I got so pissed because every time I wanted to keep some consistency or make changes in all of my email templates I had to Go in a hunting expedition for hours to find the text I wanted to changed across ALL templates (what if I missed one?!) Open each one and copy and paste the fix (monkey work that takes hours, plus what if I pasted wrong?) I would waste hours: I would make mistakes, (customers would get "Hey how are you
Parentheses in Products in Zoho CRM
Hello, I wanted to let you know that we utilize parentheses in all of our product names in Zoho CRM. Zoho Desk has recently removed support for parentheses as part of product names when a product is added via the API. I want to ensure that Zoho CRM does not have the same intention and plans to continue support for parentheses as part of Product Names. We also would like to advocate that parentheses be supported in product names in Zoho Desk, especially as there will soon be a new feature added
When will Zoho CRM 'Attachments' offer a link to Zoho Team Drive?
Currently Zoho CRM Attachments only offers a link option to Zoho Docs, when will this be updated please?
Hello from Lancaster, PA
Hello all. I just joined the community. I am sure that there is a wealth of knowledge in here, and am looking forward to learning as much as possible to apply it to my business. Many thanks! Rich https://richardwaine.com
Configuración Estado (State) y Ciudad (City)
Buenas, me pueden colaborar para configurar el condicional o como formular que al ingresar el estado en una (Linea de selección) en otra linea puede seleccionar la ciudad. Esto para poder configurar los estados y ciudades de despacho de los productos. Agradezco su colaboracion,
ZOHO CRM SOCIAL TAB NOTIFICATION
Dear All, We have ZOHO ONE enterprise edition, with SOCIAL TAB intergration , mostly from FACEBOOK. But we have 1 problem, there is no notification / feeds / sales signal in CRM for Social Tab. So when there is contact or message from customer in FACEBOOK , there is no way to notice that, unless we purposely open the Socail Tab in CRM , or open ZOHO CRM on desktop. It is inconvenients for Sales team , is there a way to show notification of Social Tab in CRM ?
Default Field Values
Hi! I'm trying to set up default field values, depending on the account a contact is associated with. If I Create a contact for example I want the address fields to populate with the related accounts address. The process would look like this 1. Create Contact 2. Select Account from lookup field 3. Automatically populate address field with the accounts address (without changing screens) 4. Enable edition of address fields (in case the contact has a custom address)
Barcodes
So I see the great feature of barcodes on zoho creator and before we redesign our database do we think this feature will come to crm. We would find it great for stock control.!
Format Date.Time Fields in emails
Hello I have created an email template which uses the DateTime field - here is the extract from the email. I will be visiting you on ${Leads.1st Appointment Date & Time}. Now of course this comes out correctly in the email as follows:- I will be visiting you on 05/02/2014 01:00 AM. However, theres the problem - I'm English and thats not how we would write that. We would write it as:- I will be visiting you on Monday the 5th of February at 01:00 AM. So ... Here's the questions... 1. How do I extract
Associating leads from different companies
Is it possible to associate leads with each other when they work for different companies? In my field consultants collaborate with each other on a regular basis, and I would like a way to keep track of those networks. Is this possible in the Lead module?
Checklist Module - formula for adding selected date to date field
Good afternoon, Although I've been a user of ZOHO CRM for a couple of years however, I don't have much experience with the correct syntax in formula fields. I do have a frequent need for automatically inserting an execution date upon certain field operations. But I have not been able to find any examples or support for this assumed, simple functionality. I'm in need once again for a new Checklist module I'm creating and wondered if someone may be generous with their time to help. I'm assuming the
Integration with Pardot
Did somebody integratef Zoho and Pardot? Thank you.
Report API
Is it possible to generate a report and send it via email using a deluge function?
Integration with SQL Server
Is there anyway to populate Zoho CRM with data directly from MSSQL? I'd like to figure out a way to upload Account changes from our Accounting software directly into Zoho to prevent duplicate data entry.
Zoho + ERP (SAP)
First of all: I'm using Zoho CRM and I have complete right that it's a brilliant solution for sales force. But, in my new job, doesn't exist a CRM system and I want propose Zoho CRM. In the company, we're using a ERP (SAP), a few time ago. I would like to know about integration between Zoho CRM and ERP (SAP), as possible? How I can do that? Regards, Renato Lima
Formula
Looking for assistance to use formula rather than WFR do to changing of the fields value I have a checkbox, that needs to be true, if the date value of another field is =>180 than today example: IF(xxxfield value )=>180 from today's date, the value is true
When creating event from Quote the location is not looked up automatically
Hi all, I am having an issue when creating an event from a quote. I create a quote and on the quote page select to add event, it automatically selects the contact associated with the quote but when clicking into the Location field it does not automatically drop down with the contacts shipping/billing address to be clicked. If I go to the account of the customer, add event, I can select the Location from the dropdown then later can select relates to Other, change Account to Quote and lookup the quote.
Problem in insert leads record
Hello All, I have getting this is error : Fatal error: Uncaught ZCRMException Caused by:'invalid data' in D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\BulkAPIResponse.php(36)
#0 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(29): BulkAPIResponse->handleForFaultyResponses()
#1 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(22): CommonAPIResponse->processResponse()
#2
Custom function to add contact hone to deals
Hi community, I have just stated at a new organisation and am implementing Zoho CRM. I am looking to automate a few features, and read the following article with interest: https://help.zoho.com/portal/community/topic/how-to-autofill-lead-fields-based-on-selected-contact-lookup I have zero experience with deluge code or custom functions, Id like to add just the client contact mobile or phone only (No address etc.)... Can anyone point me in the right direction using the code in the above thread? Thanks,
How do I export e-mail adresses? (not csv-format!)
Hello! I want to export my e-mail adresses but I can't do it in a good way. I just want the e-mail adresses, no other texts, notes or numbers. Best regards Erik
Export Data as CSV with working double byte characters
Hi, all data I export does not seem to have the double byte characters in there. Please let me know how I can export the data into the CSV and then properly work with it (Excel). I need the double byte characters to be shown correctly. Regards, Christoph
When activated free trial, all emails sent disappeared
Hello, I sent and email from inside zoho crm last week just before I activate the new mail functionality through free trial, now I see that that mail, along with some others have disappeared. Seems like it was more recent mails sent from within zoho are affected. Is it a common problem? how can we fix it? Thanks!
Unable to compose new email
Dear Zoho Support, When I compose a new email, I am unable to type or paste into the text area. Email recipients, subject can be typed but the whole text area doesn't respond. Noticed this issue on 13th Dec 2018. Regards, Team WAMPL
Breaking up Tasks by Category
Hi, Is there a way to organize tasks by account, then by category as in a way to alter the UI so it displays the tasks by account and then by category? Thanks,
IMPORT DATA AUTOMATICALLY
Hi, I want to import information from an excel to Zoho CRM but i want to know if there´s a way to do this automatically. I mean configure Zoho CRM to import the information in a specific date or hour to avoid doing it manually.
Custom PDF from module
I am trying to generate a PDF like a quote but from the custom module for our workflow. When we have an opportunity we need to generate a PDF with details about the project and I created a custom module to hold that information but now I would like to generate a PDF using a custom Invoice Template with that data, is that possible? or is there a different way to do this? Basically I trying to create another "quote" module which would be called "Project Data" and use custom fields to generate a PDF
Hidden Fields in Zoho CRM with chrome extension
If searched the https://help.zoho.com/portal/community site and it seems that you can only hide some fields if you have the enterprise edition. I'm not looking for a Security solution, I only want cleaner interface so I think the only way is to develop a chrome extension. I've already stared to develop it in https://github.com/fmmribeiro/scZohoHideElements But using a "Content Script" the extension is fired before the page is fully loaded (zoho uses some kind of async content loading) HOW do I execute
Campaign Member Mass Upload and Lead Source required (therefore being changed)
Is this how it works for everyone? Or is this something unique to our environment. Crazy to change lead source with every new uploaded campaign. Really appreciate any insight/assistance.
Invoice Template: Show page number in header section
Is there any possibility to show the current page number in the header section via variable ${page.nr} or something like that? I see that there is an option to activate page number in the footer, but I don't want it in footer section as it also appears in the wrong font. Any help on this how to achieve it?
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