How come the 'Modified Lead' field doesn't change when I add a note to the record?
I need to search records by 'modified time' field data. It seems to me that when I add a note to the record that it should reset the time stamp of the 'modified time' field data. Can you make it so?
Last Activity Time Vs. Modified Time
I understand the intended differences between the above referenced Time Fields. I have also seen the following in previous Topics: The activities and updates that will be recorded as Last Activity time: Editing fields in a record Adding & updating activities,
What is the definition of "recently modified" or "recently created" in list views?
Hello, please advise what defines something as "recent" as used in Recently Created Leads or Recently Modified Account. I would like to create custom views based on the same parameters, but can only see the ability to select Today, Tomorrow or before
"Modified By" information from Administrator after clicking a Button or Workflow.
If a User clicks a customized Button and/or run a Workflow that runs a custom action the Modified By information is from the Administrator. If a User triggers a Workflow, Custom action or any automation, the Modified By information must be from the User
Any idea why this deluge function is not working?
I am trying to create a function that updates corresponding fields in Deals and Leads when a field is edited. I've made sure that the data types are the same when running the script. I've put the .toLong() function in every possible place. Still, I get
Contacts Modified By problem
I am looking at contacts and have sorted by "modified time". I have hundreds on contacts modified within a 1 minute period all "modified by" accounts that are, and were, inactive. Does anybody know what is going on here?
Focus Group webinar - New Sales Forecasting in Zoho CRM
Hi there, Setting targets is unarguably a vital part of any sales process. But how often do we track or measure it? More to the point, how often do we know what sort of outcome to expect? Zoho CRM enables an array of data collection from multiple pipelines,
The "Events" module has been renamed as "Meetings"
Hello everyone, We have renamed "Events" under the Activities module to "Meetings" because in CRM events are predominantly used to conduct meetings for different sales activities. Overtime, the term "events" has been often misinterpreted as business gatherings like user conferences or hackathons, therefore, to avoid confusion "events" will be displayed as "meetings" under the Activities module. PS: There will be no change in the functionality of the feature. Important Dates Existing accounts: The
Beginners guide to connecting to external services via API
I am ok at writing functions, connecting to existing services and the likes from CRM. The bit that completely escapes me is how to set up a new service. I have read documentation and forum posts, but I just can't seem to get my head around it. Does
Uploading Target List to Zoho CRM Campaign
When a Target list (file) is added to a Zoho CRM Campaign does the system search for and eliminate duplicates or will a duplicate record get added automatically?
Tracking Modified history
Is there a way to track the history of when leads were modified, as opposed to just being able to see the last modification date?
Unable to Export Quotes or Sales Orders Product Details
I am in the need to Export my Quotes / Sales Orders into a CSV the Export from data administration works, but it does not provide "Product Details" these are the line items for each order. I've gone through several avenues trying to do this, and the
How do i set the the clock to a 24 hour format?
Hi Guys I need to set the clock to 24hour format. I can't seem to find out where to do this? regards Bruce
Importing Sales History
Hi, Is there an option or a guide to importing previous sales orders with associated products? I see that you cant directly import within the module? Its an export from an old website, where the data was never imported but it would be good to get the
How can I copy an email template from zoho campaigns into zoho CRM? (not only text but HTML)
I already have an email template from zoho campaigns that I want to copy into zoho CRM (as a template). I need to do that not only with text but all the format (HTML) Thanks
Searching Custom Fields in Zoho CRM
Hello, I have created a series of custom fields in Zoho CRM in order to add details which are crucial to my business. Most of these custom fields were added in the Vendors tab. I noticed these field are not indexed and consequently not searchable by the CRM search engine. All that can be retrieved are the original fields (even if it seems not all of them. E.g.: Category field) Is there a way to include custom fields in the search engine searchable items? Thank you Roberto
Case Created / Modified Date
Is there a way for Zoho to create just the date when a support case is modified or created, we do not want the time stamps because the time stamps are not making our reports accurate. We would like to group cases by dates and not times.
I need a rule that check if a date field was modified on edit.
i'd like to test if a date field was modified on (by the) edition of his record in the deal module. how do i go about that? Thanks.
New Note Should Update Modified Date/Time of Related Record
I would like each New Note to update the Modified Date/Time for the related record. My Sales Reps like to sort a list of Contacts or Potentials by Modified Date/Time in descending order so that the records they have most recently updated appear at the top of the list. Therefore, we have Modified Date/Time as one of the columns in our views so they can simply click the header to sort the list. After they speak with a Prospect or Customer on the phone, they will add a New Note to the Contact record
recently modified accounts view is not accurate
I've been modifying accounts for the last two hours and the left hand side"recent items" shows that accounts I've recently modded... BUT the ShowDetails.do?module=Accounts&quickcreate=true and Accounts: Recently Modified Accounts View does not show the accounts I've been modifying. I'm terribly disappointed by the inconsistencies in the searches and the views. dgdlux
Unit of measure
Can anyone assist with UOM We sell products that can be measured as follows Square meter (M2) (Marble tiles, slabs etc) Linear meter (LM) (Step treads, Skirting etc) Each (Vanity tops etc) We sell marble (Fabric, timber, bricks, etc etc would probably be measured the some way) Thank you and regards
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen? like this in CRM
Lead Conversion Report based on Hour and Minute Unites
Hello, We are able to get Converted Lead report on report module and see conversion time based on day calculation. Conversion time option should be also based hour and minute unites. Every company is not waiting I think more than 1 day for converting
Tip #2: Set up lead conversion mapping settings based on page layouts
Hello everyone! We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it. The tip for this week is related to one of the primary aspects of a CRM - Customization. Tip #2: Set up lead conversion mapping settings based on page layouts If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance,
How do I create a new call to action/task after a logged phone call?
Hi, Case: I create a task to make a phone call. I then make that phone call and log it in Zoho. Say that the call result is voicemail; I then need to make a new call to action/task to call that person again. How do I do that? Thanks.
Introduction of Canvas for Zoho CRM
All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control
Tracking events in a custom function for reporting purposes
We have a custom function that runs hourly and processes pdfs that were created and then emails them to various destinations. The pdfs are based on a custom module and there are hundreds of them that go out per day. What we're looking for is a way to
Notify "UserY" when "UserX" is assigned a Task
I know this should be simple but what would be the most correct way to always notify "User Y" when "User X" becomes the owner of a task. Both for new tasks and for tasks that already exist but are assigned to User X. It should run whether it's created
HTTP Post for Zoho CRM with Google Analytics Measurement Protocol
Hi, I am looking for ways to automate the following: When new Deal is created to make a HTTP Post request with deal parameters as payload. This is needed for Google Analytics Measurement Protocol implementation https://developers.google.com/analyti
CRM/Projects Integration
Good afternoon, I'm in the process of setting up automated Project creation when a Customer is created. We are using the Accounts module as Customers and I've already created the creation of the Project Template pulling information from the CRM - this
Is it possible to identify a cloned deal?
As it's not possible to limit the ability to clone deals at a user level we are having to rely on training. I woudl like to report on how many deals each user clones and use these to spot check quality. Is there any way to identify them?
Deleted Vendors
Hi! Is there any chance that I could retrieve accidentally deleted Vendors? Thanks!
How to update owner for contacts based on owner for account?
I am trying to automatically assign the owner for Contact based on Account owner. Every Contact is related to an account as we are explicitly choosing this via a lookup field during add. When the account owner changes, we want the contact owner to change as well. Basically it's a simple direct relationship. The accounts might change hands every so often so all related data should be available to new owner. This should be very simple but I cant figure how to do it. we have thousands of accounts and
Activating SAML in Zoho for CRM users
Hello, I'm trying to activate the SAML auth for CRM users to test. I was able to find how to acitviate SAML ( here : https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts#Prerequisites ) But
Leads Module
Good morning, I edited a little in the Leads section, but now I can't find anywhere "Lead source" in the Leads section. When I go into edit function, it appears in all the previews (standard and admin), but it doesn't appear anywhere in the Leads section.
UI enhancements for mass actions
Dear All, We've introduced UI enhancements for mass transfer, delete, update, convert, email, draft, and duplication actions. Here are the details of changes that are currently available- Mass update, transfer, delete, convert, and draft UI enhancements
Running Tally
Hello - is it possible to keep a running tally of points used as the survey is being completed? For example, respondents are given 100 points to use during the course of the survey, and their answers deduct points from the total. For example, if they
Dashboards missing
Hello, we are using the free edition of Zoho CRM and can't find the Dashbaords/Analytics module. We checked the Setup > Modules and Fields > Organize Modules and don't see it in the list. Is Dashboards available in the free edition?
Creating a new report
Hello, we'd like to create our own reports. We're currently using the free edition and instead of the normal "Create Report" green button, there is a hyperlink to Zoho Analytics. Do we create reports another way now? I've attached a screenshot of what
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