CRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks Ken
Data conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advance
Zoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "Contact
Counting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)
Trying to figure out IF statements...
Trying to learn formulas and having syntax errors for the formula below: IF(${Attendance.Medicaid Level} == 1, 61.49, IF(${Attendance.Medicaid Level} == 2, 76.86, 0)) Basically, if field Medicaid Level is 1 or 2, enter 61.49 or 76.86 respectively. Any
CRM Automation date updates
In creating workflows I also created a custom field in accounts. This custom field should be set by execution date. What I want is when a field status is changed in accounts this field is populated with the execution date...but it does not work. This
free edition - web to lead form -email not notification
I am a consultant and was introducing zoho to my smb clients by integrating thier web site with web to lead forms until I found out the web to lead form in the free edition does not support email notification! Anyone in sales will tell you that the lead must be promptly followed up. Having leads sit in crm is not going to work - unless your users are sitting in front of thier zoho crm account - which they are definetly not! I am now pulling zoho integration out of a half dozen accounts due
Add a warning to a field inside a Blueprint Transition
Hey, is it possible to add a warning to a field inside a Blueprint Transition? For example: When a date is set over 2 weeks from now, show a warning.
Why do I have to republish a Cadence for it to continue working?
I have a cadence set up that uses a Custom View on the Contact module. The Cadence is set to send an email "Immediately after enrollment". However, suppose the Cadence has run through the first set of contacts, and I add another set with the correct criteria.
Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM. But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?
How to Create a Widget in a report in Zoho CRM?
Hello Team, We need to create a widget for a specific records in some report of Zoho CRM. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.
Multiple vendors for same product
Hi, Relatively new to Zoho, so I figured I'd ask... Just wondering if there is an ability to link multiple vendors to the same product created in Zoho? We are a reseller who buys the same product from multiple vendors and they drop ship directly to our
Email workflow trigger support Inventory module
Hi Zoho, Seems so far Email trigger workflow do not support inventory module. Is it possible to do that? Or is there any method that I can track inventory module email status?
If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?
How to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?
Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to give
Bug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reported
Domain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.
New Contact/ New Company Recursion
Hi. I want to add a new contact from a new company. When I add a new contact, it requires I associate the contact with a company. When I go to add a new company, it requires a primary contact. When I try to add a primary contact, it requires an associated
Email Template Folders
How can I change the order of my email Template Folders?
IF Statement formula in subform not working
What is wrong with this formula? I do not understand why its getting rejected
Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
How to Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documents
Emails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts are
Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referrals
Starting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!
Subform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a report
Country Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? Warren
UTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transfer
Customizing Filter Options for Client Portal Users
In the Module List screen of the Client Portal, there are many filter options available on the left side. However, I want to reduce the number of fields to avoid confusing external users. How can I set the filter fields to the ones I specify?
Automated import for Zoho CRM?
Is there a way to automate the import of contacts in Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. Zoho Analytics can pull csv files from a FTP source and import into a table. Is there a
Importing Text with Line Breaks into Multi-Line Text Field
I'm importing into a module that has a multi-line text field. Using a CSV file, do I need to remove the line breaks within my text before importing? If so, is there some special code or character sequence I can use in the text so that I can preserve the
Possible to create a "Meeting Note" record from a "Meeting" record?
I would like to create a record to hold meeting notes from every scheduled meeting. I would like this record to import the details of the meeting, e.g. date, time, participants etc., that exist in the Meeting module, in addition to providing other fields
Related List on Member Accounts Roll Up to the Parent Account
I have a related list that shows on the account (Machines Installed at Location, for Example "Zoho - Austin, TX" and "Zoho - Plesanton, CA") ... but I would also like the related list to roll up to the parent account as well (for example, "Zoho - Parent")
Validation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledged
View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and there
Kanban view howto
Hello, I do not see the kanban view button. Does is still exist ?
IF Statement formula in subform not working
Why am I getting the error below?
Rodger's Helpful Deluge Scripts #3 - Automatically attach files to CRM records when a file is added to Workdrive
Hi Everyone, I'm hoping this one will be really helpful for a lot of people. One thing that's missing from Zoho is a tighter integration between Workdrive and CRM. Whilst an update is in the works as far as I'm aware, file management can still be a needlessly
Sending Mass Email as a Reply to Last Email
Hi! Is there any way to "mass-send email as reply to last email"? I want to send a mass email which will appear as a properly threaded conversation to the recipient. Scenario: Send mass email "A" After some days, send mass email "B" Recipient sees content
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