Customizing Contact View in Accounts
Is it possible to customize the Contacts list view when I'm in an Account? Either the one on the right-hand column or the one in the main body below the expandable sections? I have created Roles for my contacts (administrator, main contact, billing) and I would like to see at a glance in the Account view who holds what role. Michael
Can you change the Primary Key Field in a Module?
Hi there, In Zoho CRM our Leads module uses the 'Last Name' field as the required Primary Key. We also have a lookup field in the Lead module for 'Contact' that links the Lead to a Contact. So there is a duplication in our Lead module because it requires the contact name twice; once for the required Primary Key, and a second time to link to a Contact. Instead, we would like to change the Primary Key to 'Project Name'. Each value for 'Project Name' is unique so I don't think it should be a problem.
How do I charge taxes per line item
When creating a quote or an invoice, how do I charge tax per line item instead of charging taxes for the total quote/invoice amount? I have certain products that are taxable and certain services that are not taxable that are combined in my quotes/invoices and I need to separate the two to give me an accurate total. Thank you in advance.
Product Purchase History
How can I create a set up so that when a customer purchases a product, I can add that by selecting the product, have it 1) assign the dollar value to a revenue field; and 2) save the purchase in some sort of purchase history so that when they make their next purchase it just adds to the list? Michael
Create module-level constant
I want to add metrics to rank potentials. I have added pick fields for these metrics and a formula field to calculate the weighted rank value. I currently have my weighting factors (coefficients in the calculation) hard-coded in the formula field. I would like to set them in one place for the entire potentials module and look them up in the formula. Is there a way to set a variable that is global at the module level?
Comparing Dates in If/Then formula field
Hi, I'm writing a formula field to return a Status string (return type is String). It first checks a checkbox, and that part of the formula is working. Next, it compares today's date less 60 days to another field and returns a string value, else it returns a different string value. If(${Accounts.Cancelled},'Cancelled', If(Subdate(Datepart(Now()),60,'DAY')<${Accounts.Test Date},'Pending Renewal', 'Active')) I'm receiving an "Incorrect data type of argument" error.
Keeping Sales Rep from viewing other Reps leads
Can this be set so I as CEO and Approved managers can see all leads But I only want Sales reps to see there own.
How do I send a mass mailer to leads/contacts/accounts who are linked to a particular product?
I'm trying to send a mass e-mail to all of my clients who have previously been interested in a certain product but can't see how I do this. Can anyone help?
Revenue Structure
I need some help setting up revenue fields properly. We are a B2B business and have three primary sources of revenue: memberships, individual/package purchases, training. I want to create a structure where I can capture those field as separate, but have them total in a fourth field that is revenue year-to-date. Not sure if there is a way to connect these fields. Michael
Mobile No's are being inported with ??????
My Mobile No's are being inported with ?????? after the 9th number. Could you please tell me why?
CSR Field in Account Screen
How do you add users to this drop-down field? Currently states None-Option1-Option2?
Formula Field Date Formats - Either Missing Quotes or Invalid Data Type of Argument Errors
Okay, this is very frustrating. I'm trying to do a simple if statement that contains a series of nested If statements. Most of the If statements work but do not reference a specific date (see below). This portion of the formula, when nested, gives errors "Missing Quotes". If(${Accounts.Latest Opportunity End Date}=='01/01/1901','Prospect',If(... If I try to use a Contains(${Accounts.Latest Opportunity End Date},'01,01,1901','Prospect',If(... The error is "Invalid Data Type of Agrument" - I even
Why am I getting multiple task reminders?
If I set a task reminder for a certain date and time with no repeats why am I getting up to 5 popups for the same single task?
why can i not add a contact to a task on an account?
this has worked as normal up until today. now when I create a task on an account and click to assign the contact it wont allow me to type the name nor search?
Duplicate Lead Created Upon Save
I am new to Zoho and I am simply entering leads one by one. After I enter the fields and click SAVE on the top right I see a column that says "All Open Leads" and there is a duplicate for the lead I just created! I can click the down arrow and delete the second lead but can you tell me why is the duplicate being created? Thank you! SBP
How can I stop a repeating event?
I have got a weekly repeating event on a Lead but I want to change that. I have no idea how I can stop the reapting event on the lead. I hope that someone can help me :). Joshua
Invalid Ticket error
unable to fetch leads using API, it errors out as "Invalid ticket" error code "4834" https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=e836dc5d3c8a0905d75e3e399257fe84&scope=crmapi&selectColumns=Leads(First%20Name,Last%20Name,Email,Company,Campaign%20Source)&version=1 the python client ============= import urllib import urllib2 module_name = 'Leads' authtoken = 'e836dc5d3c8a0905d75e3e399257fe84' params = {'authtoken':authtoken,'scope':'crmapi'} final_URL = "https://crm.zoho.com/crm/private/xml/"+module_name+"/getRecords"
CRM PLUS
Where can i see the emails from google apps. i have synced using imap. also please check if all ZOHO CRM PLUS modules are activated for my organization age auto calculate formula from DOB if student only some fields are required, else for endor & coaches not required while converting leads , we don't want to create accounts & contacts, we need only to potential, how is this possible? the company name is not mandatory, but name field is.
Personalizar campos como sector en posibles clientes y que se modifique en cuentas de manera automatica
El manual no es muy caro en algunos aspectos. ¿es posible personalizar campos como "sector" en "posibles clientes" y que se modifique en "cuentas" de manera automatica? de no ser asi, es necesario cambiar todos los campos de cada uno de los modulos, aunque estos sean los mimos campos, para configurar el CRM?
Question about field-level security before deciding to upgrade to the Professional subscription
Hi ZOHO forums, Just got off the phone with support and still had a question regarding the field-level security that you offer on the Professional level subscription. Is it possible to prevent other users from seeing certain records? Our list of contacts has many people that come from a different company (same owner for both) and I was wondering if there is a way to prevent our future sales team from seeing those specific contacts. I understand that you can keep fields blocked from them, however
change sort order of a view
I need to change the sort order of a view. Specifically, we have create a view called 'To Do' based on due date. Anything due today or past due shows on this list. however, I need to be able to sort the view based on the due date. We also put this on the homepage dashboard. Is there a way to set the sort order for a view?
Hidden "Lead Source" field not being added through web form
I created my first web form and there is a hidden field for "lead source". I set the default but that doesnt stick after I save it. If I type in the lead source that does not stay either. any suggestions?
Why i won't use Zoho CRM
Hi i starterd testing Zoho naturally i tried to import my data and here comes the problems Zoho consider that csv means always a comma ( , ) but it's just not true here in europe where csv means ( ; ) Thus you cannot import your data then i tried zoho forums about data import issues and i saw that 90% of issues post are just unanswered. Considering that importing data is just the beginning ( and we will face much more issues later ) and seeing how zoho team handle that. This CRM can't just be used
Increase in the attachment size limit and more.
Hello, Here is a list of enhancements that we recently had: Attachment Limit Increased Attachments in a record: You can attach any number of documents to individual records with each file size up to 20 MB. You can attach from Zoho Docs, Google Docs or your Desktop. Attachments in emails: The following are the total limitations for the email attachments: * For Free Edition Users: 3MB for attachments * For Professional and Enterprise Edition Users: 10MB for attachments * For Zoho Mail
Email link on lead pages doesn't work
I have just set up my email in Zoho CRM and can send emails by going to the leads, list view and clicking on the box to the left then clicking on the send mail link. I have tested it and that works fine, but when I open a lead into the page view click on it nothing happens. I am using chrome and have OKed Zoho for popups, I am using professional version on a trial basis.
Create Calendar entries from custom fields
We are an event organisation. Our sales order form has Start and End Date columns, when we create a new Sales Order we wish to add this to a calendar. Creating a task will not work as this only has one date.
New contacts inherit account address
When i create a new contact from the account screen related lists the contact's address fields are not inherting the account's address information. Am i missing a setting but I need the new contact to pull that account address in automatically.
New Setup for Small Insurance Brokerage - B2C
I hope someone can point me in the right direction to that we can get off on the right foot! I need Zoho to manage a database for a small specialist home insurance brokerage. As such this will be a B2C system. Essentially, I need something to achieve the following: Hold client data with quite a few custom fields, (I've already had a play with that and quite comfortable editing the modules) Record research data following contacting several different insurance companies on behalf of our customers
Formatting issues in inventory templates
I am extremley frustrasted with the lack of helpful information in formatting templates. I am reworking a quote template and all is well with account and contact information but when I get to the product level it is not coming out the way it needs to. I cannot get the headers of the columns to line up with the product detail I also cannot figure out where the calculated discount fields are as I am trying to show line item discounts. I do not know or care to know html code. There has to be an
Reactivated User can't Access Account
Hi, we have been having an issue with the reactivation of a User on our account, the user recieved a notification of the reactivation of the account but when trying to log in to the platform Zoho denies the access and pops a message saying the account is deactivated even when the super administrator already reactivated the account. Can you help us fix this?
Cannot Reactivate User
Cannot reactivate user, the person created a CRM account with its own database instead of just connecting to an existing. email address is Rigordon@jpsco.com. I am trying to connect him to JPS database created by my account but keep getting an error that the email address is already taken even though they have deleted their account.
Ability to create open activity view based on data field in Account
Our users deal with several different industries or type of accounts (banks, grocery stores etc). They want to make calls or follow-up on open activities for an account type. Today they want to only call or follow-up on tasks associated with banks. How can I create a view where I use data fields from account, such as account type as the filter. I need the ability to save this view and re-use. Thanks
Change Due Date field name in tasks
Would like to see the due date field name changed to just 'Date'. Our sales team uses tasks to record face to face meetings, presentations, etc and they often enter them after the fact. The field name due date has confused many because Due Date speaks of a future task, not a past task. Since we are unable to rename this field, can Zoho drop the word 'due' from the field name. While it appears to be minor, this would be a huge help.
Merge Two Leads
I do not want to go through a big deduplicate but when I find two leads that should be merged, is there a way. And when I do merge them, will the notes merge? If not in the program is there a plugin? Third party?
Real Estate Agency CRM
Real Estate Agency CRM is a perfect solution for both residential and commercial brokerage agencies. Built on award-winning Zoho CRM, it handles everything that's required for a Real Estate Agency to run their business: Property listing Capturing leads with their requirements Automatic property matching and generation of property recommendations Handling every stage of the deal including offer and closing Automatic generation of commission invoice and Managing myriads of activities Read More Here
Why the limit of 50 records for views per page for Leads, Contacts and Accounts?
Wondering why the system was updated last night to limit the record view from 100 to 50 records per page for Leads, Contacts, and Accounts. In fact it looks like this was updated for all module record views. Thanks, Thomas Pursifull
Lead Keyword Source
Two Questions: When using Google Adwords for leads, is there a default field available to add to the 'Leads' module to show what keyword(s) the lead was generated from? If not, how do I create a custom field for this? We used to have a field labeled "Description" that did this correctly, but for whatever reason it stopped working. Also, simple question, is there a changelog accessible for the modules? Thanks!
Mail cannot be sent as the email address does not exist
Mail cannot be sent as the email address does not exist This error message has started appearing since Oct 2 on valid email addresses in existing customer contacts that have been emailed from Zoho CRM weekly for over a year. Each week Zoho reports this error with more email addresses. These email addresses can be successfully emailed from other email providers. What's up with Zoho CRM? How does Zoho determine this? What checks is it performing? Are there any valid reasons for this error to appear
Importing Events - date format not recognised
Hi, I am trying to import nearly 600 events in to this module using 'Import from another CRM', but I keep getting an error saying it has skipped importing due to an error with the start and end date format I have used. Can you confirm what format I need to use please? See attached image for date example and error message. Thanks.
Delete New Call button?
Is there anyway I can delete the "New Call" and "New Event" button to log an activity? I don't want to confuse my reps with 3 buttons and have multiple activities. I really just want to capture call/visit activity but "New Call" doesn't give me the "date field" to report on... Thoughts?
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