Building a Today´s birthday contact list report
Hello, Has anybody tried to make a custom report to visualize in a list view the important dates of your contact records, such as birthdays and anniversaries? At fist I tried using a simple setup criteria: Date of birth = ${TODAY} But the problem
I have created a subsection in my module, but when i search for content in that it doesn't show
I have created a subsection in our of the modules with content but it is not searchable through zoho search and also is it possible to configure search to only search on certain modules and not other modules permanently
Custom Module fields Updation while updating Accounts module account
Hello Zoho Community, I created a custom module that saves the copy of the Accounts Module account. When the User creates an account in Accounts Module my custom function saves its copy in it. The issue that I'm facing is that when the user updates or
Auto Print attachments
Hi, we are currently using zoho one, the sales team attaches a picture of their order slip to a deal and then I print the attachments off in the office. However I am wondering if there is a way to create a macro/automation that would print these attachments
Hide/show custom button depending on blueprint stage
Hello, I have a custom button that perform a certain function. I want it be hidden and only appear to the user based on which stage of the blueprint the record standing on. Is there any option or configration to do that? or may be I can use a custom function
CRM Audit Log - Mass Update details
Is there any way to view the details of a mass update record in the CRM audit log? e.g. a record in the Audit Log reads "user mass updated 5 Leads" - is there any way to determine who those 5 Leads were? I understand there's some details about what is
Increase your API Credits right from the API Dashboard
Hello everyone! We are excited to announce that you can now increase your API credits right from the API Dashboard! We have introduced this as a pay-as-you-go model, where you only pay for the credits you have consumed and not for the entire limit. What are additional credits? These are the API credits you want besides the credits provided for your edition of CRM, by default. Refer to the API Limits page for the default credits available for each edition. Who can increase these credits? The super
Search function for 'Accounts' using Zoho CRM-Outlook plugin?
Is there a way of searching through accounts whilst using the Zoho CRM-Outlook plugin rather than scrolling through all accounts?
I can't easily see what I need on the Calendar!
It's very frustrating...we have an office where we all need to see everyone's calendar. We want an option to change the default view to "ALL" instead of ourselves. Or perhaps have it remember the last view you were on and always come back to that one. When I view my calendar on my phone, most of the time I can not select the "ALL" option so the calendar is useless to me out of the office (which greatly impacts me)!
Link received emails by "reply to" email address?
I need suggestions for a workaround to a problem I have. Hoping you can help. I use a GDS site for booking hotels for my itineraries. When I make a booking I receive a confirmation for the GDS which arrives from the site's email (info@reserveonline.net).
Follow up email sent after outbond call not answered by recipeint
Hi, here is my uses case: I would like to configure a workflow that send an email automatically if an outbound call gets ununanswered. In detail: Step 1: make an outbound call to a lead's mobile phone through the CRM Step 2: The lead does not response:
Changing related dropdowns
Hello, I do have the following problem… I add entries to the contacts module in Zoho CRM via Zapier (the data is coming from WooCommerce). WooCommerce delivers only the ISO country code (i.e. CH), but not the full country name (Switzerland). So I decided
Custom Fields on Task Module
Why is there no ability to add a Lookup custom field on the Task Module?
ZOHO PHP SDK: Get User email logged in Zoho
Hello Zoho Team, I am trying to create a external application linked with Zoho CRM. My purpose is: 1.- Create an application (hyperlink) from Zoho and it redirects to my website. (I dont know if it is possible, it seems easy). 2.- Take the user email
When I send Emails from Outlook I cannot see them in CRM
Hi, I have setup zohomail so i could set up POP for my emails. It has all synced correctly and I receive mails to zoho and outlook and can see them in CRM. When i send from zohomail i can also see them in my outlook HOWEVER when i send from outlook,
Deleting the Super Admin account in Zoho CRM/Switching Super Admins
Hi my name is Lida. I have a few questions. Is there any way to delete my Super Admin account in Zoho CRM and afterwards be added to another Zoho CRM account? Or is it possible to merge two CRM accounts? It would be preferable to merge the accounts because I want my team to all be in one space. The other CRM is the info@myclasstracks.com. It would be a hassle to reinvite all of my employees, so I want to know if there is an easier solution. Or is it possible to go into the other CRM and make myself
Referral TRacking B2B
Hey all, I am looking to have a referral program where I recommend customers to companies and I want to be able to track my referring of them. Customer gets referred to a specific provider. They sign up with provider and the provider will pay a fee to
Importing Leads From Microsoft Excel
How do I import contacts in my excel file to Zoho?
Can't add a member to CRM -
Everytime I try to add Zach Simpson to our CRM, it says he is already present in another account, but he is not. Help!
How can I update data to a specific row of a Zoho CRM subform from a source subform?
I have subform1, with 4 rows(example: A,B,C,D) and subform2 with 3 rows(A,B,D). I want to update the Subform1 with the sum of the row A from subform1 and Subfrom2. I want to update only the row A. However, When i update it, I see only the rows A, B and
View periodic invoices in CRM
We record software maintenance contracts as periodic invoices (contracts). We would like to see this periodic invoice (contract) with the customer in the CRM under Zoho Finance. How can you see which periodic invoices (contracts) the customer has in the
Changing the status
Hi, i want to change the status of a sales order in CRM to delivered when ever a ticket in zoho desk was closed. How can i do that? can anyone help me with the function?
Formula field using nested IF and OR
Hi. I have a formula problem: Because of the limit of 1000 and the fact you can't calculate a field from data in another calculated field, I have too many characters in my formula if I just use a series of nested IF functions. What I want to achieve is this: IF field INSCO contains 'A', return the result of field PREM*0.15 IF field INSCO contains 'B', return the result of field PREM*0.25 IF field INSCO contains 'C' OR 'D', return the result of field PREM*0.3 IF field INSCO contains something else,
How do I calculate the number of days since a record was modified?
We would like to add a field that tells us how many days since the record was modified. I cannot figure out a formula to do this. I tried this... Datecomp(${Leads.Today's Date},${Leads.Modified Time})/(24*60) Keep getting an error about missing quotes. All I need to do is subtract two dates, today's date and the last modified date. in the formula above, Todays Date is a date field we added. Modified Time is the only field I see in the Formula creation function that seems to apply. Please help!
SalesInbox - IMAP security
Hi all, We have been using Zoho CRM, but our IT does not allow us to connect our Outlook account to Zoho CRM, due to the security concerns that IMAP has. Please see the following article that shows that legacy e-mail protocols like IMAP are prime targets
Making my Discount show up on a quote
Hello, This doesn't happen often, but it happens enough that I would like to rectify this issue that I am having. When quoting in the CRM, we give extra parts away sometimes so I want to show the list price and then give the 100% discount and have the
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?
Small Business Heroes: Podcast #1 - Garland Best, a Realtor from Dallas
'Small Business Heroes' is a new podcast series where we look forward to covering stories from small business owners on how they use Zoho CRM to scale their businesses. The first episode is an insightful conversation with Garland Best, a humble, hard-working
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
Popup when changing sales order status
We work a bit different. We use sales orders to forward a local order to our headquarters. When it is a new customer, the customer nr is empty (it's a customised field, not the account id). When our headquarters ackowledges the order to the customer,
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
Attachment Notifications in Zoho CRM
Hello, Is there any way to keep track of new attachments? My company has a client that would like an email notification whenever a new attachment is uploaded. My initial thought process was to have a workflow running every 15 minutes or so with a global
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
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