Sales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. When
Add Contact To Multiple Accounts
We would like to see a feature added so that you can add a single contact to multiple records. We are transitioning from Sales Force and this is a very important feature for us to have. This way you do not need to add the same contact multiple times. We deal with a lot of companies that have several companies and it would be nice not to have to keep adding the same contact information. In SF there was just a button for Add and New. The add would take you to a search window that you could search all
Links in emails not working!!!!!
All my links in my emails I sent out today did not work - they are using some tracking link instead of the ones I put in and I lost a lot of potential customers today because of it - the link was put in the template as this: http://www.thinkipm.com/clientprs/ptek/printek0615.html
Zoho Bulk write contacts job. Assign contact to company by csv
Hello. I'm working with integration Zoho with our application. Trying to use BULK write API. With accounts i have no problem, but I need to get contact assigned to company. So i can't find ability to assign Account .id by csv file. During single export
App Spotlight: Yeastar for Zoho CRM
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Zoho CRM Charts - Age in Weeks / Age in Months
In CRM, I want to show charts which are grouped by week. This is nice and easy (albeit irritating that you have to show week numbers rather than getting the choice of showing week commencing/week ending dates, but that's not important now).... the difficulty
Calculating and updating a field within Products module
Hi, I'm trying to update the Unit Price field with a calculation based on my custom fields Purchase Price and Markup, using the Unit Price as the product sale price. It seems like I have the calculation since when I save and execute it displays correctly based on the float values but I can't figure out how to post the calculation to the Unit Price field. Here is what I have so far: saleprice = purchaseprice * (markup + 100) / 100; map = Map(); map.put("Unit_Price",saleprice); info map; I've also
Add value of one field to the value of another field
Hello, Can somebody explain to me how I can do the following: We have a field called 'Credits Used' which is updated by our software whenever a credit is used and is set to 0 at the start of each month We have a field called 'Max Credits' which holds
We need 200 checkboxes in a module
Hi We need to have about 200 checkboxes displayed for Vendors to click on. We cannot display it any other way (multi selects etc) because research shows its easier for our Vendors to fill in checkboxes. How can we do this? 1) Whats the limit on checkboxes
Set a field in Invoicing
Using Zoho CRM, I almost have all of the fields that I need for customer invoices. However, we assign and internal number to all of our orders. We have a custom fields module called "Purchase Orders" and I need to be able to take a field from that module
Batch Applying Price Books !!
Hi, so, I have been studying Deluge now for a while and made it quite far. I and many others in this Forum share some common requests which a far overdue, like 7+ years old! And most of them are already possible with custom buttons and deluge but should be already integrated, like combining Sales Order together into Purchase Orders or Invoices. While I have succeeded in that, I have been trying to find a way to BATCH apply a price book to a Sales Order/Invoice/Purchase Order on button click. And
automatically add a package of products
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
Is there a way to carry over a tag put on a contact to a deal that is associated with that contact?
We recently started applying tags to contacts and are trying to apply the same tag that is on the contact to the deal the contact is attached to. For example we have a tag called 'MM Telesales' on certain contacts and is there a quick or easy way to carry
Workflow doesn't recognize field update from another workflow?
We have a client that is feeding leads from Formstack through Zapier into Zoho CRM Plus. We are attempting to automatically convert the leads upon receipt into account, contact and potential. The workflow for converting only works when there is a field
Customizing taxes with 3 decimals impossible!
Hi, in Quebec, Canada, there are 2 sales taxes. The first is 5% but the second is 9,975%. ZOHO doesn't allow 3 decimals in tax customization. I am not able to use the Products, Quotes, Invoices modules because this would mean many thousands of dollars
Restore the Deduplicate merged Contacts
I have used the Deduplicate option to find out the duplicate records and a record got automatically merged and some records had to be manually merged and resolved. Now, I want to restore those records back to the Zoho CRM Contacts module as some records
Multi Select Parent Dependency is not available
Hello, Our company is trying to add multiselect Parent/Child dependency but this is not available at the moment but the business logic requires it. Could you please suggest a workaround as how to implement it? I am attaching screenshots, so you can understand
Default Reminder to be "Pop Up" not "Email"
Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.
zoho community in Germany und Zoho support in Germany
Hi, I´m running a small company in Berlin, Germany, speazialised on training and learning solutions. We would like to find some ZOHO users in Germany to share experiences and we are looking for a trainer ZOH CRM trainer. Thanks for your help. Albrecht Kresse edutrainment company
Customize Zoho CRM for Email plugin layout
I'd like to be able to change the Lead Details layout of the Zoho CRM for email plugin. I have it connected with my Outlook. I'd like to be able to see and change the lead status more quickly. Right now I have to click edit and then more fields and
Problem add component in zoho crm dashboard
when we add a component in zoho crm --> dashboard we add the component name and select Source Report and click next button it display alert " Dashboard Item Name already exists" we add a new dashboard with different name and add component but it again
Installed Product
I would like to suggest an enhancement - if there was the ability to create custom Modules, I would do this myself. The idea is that every time a product is sold to a customer, I need to know the serial number and the warranty expiry, for support purposes.
Sending email template in campaign
I am new in zoho crm and trying to run a campaign. I created one campaign and added some emails in campaign but how to start that campaign sending emails with template i created ? i set start and end date but still I am not getting emails.
How to use Zoho Social?
Hi, im sync the Facebook likes with my CRM, and the contacts are added, but only the name and the social profile link. But how can i get the emails or another information? Thanks
CRM Plus - Forms
After customising the fields and setting up the form through the 'tab customisation.' I then go into web forms to set up the form ready to extract the code for my website. The only problem is that I've created two customised 'File Upload Fields' 1. For
Search from Zoho CRM
With my company account asI digit same letters with the search tool (lens) in CRM, I get back a list of Leads, Contacts, Companies, Affairs... beginning with these letters. When I use the account of a different company (I activated Zoho One for them and
New user cannot login to Zoho CRM
We recently created a login for our new user with access to Zoho CRM and Zoho Campaigns. The user is unable to login to the system as the OTP generated was sent to a mobile no that is not in the system. Kindly suggest a way to change this phone number
How to configure the condition/criteria in Blueprint to associated with email template?
I have a question about configure the condition / criteria associated with email template to be use in Blueprint. Example : I have few product come with different email template, when i click on the blueprint , I want the specific email template to be
If and min
Hello, I despair... I would like to create a formula field that does the following: Numberfield1 = 120 € Numberfield2 = 12 months date = 01.02.2021 now the formula field should calculate the following: If date is in future, then formula field=120€ If
Contact Roles importing frustration.
Please tell me I am wrong. Is it possible to assign Contact roles via importing WITHOUT having to: First importing Contacts > Then importing Accounts > And only at the end importing Deals... Eventually with NO option to map a Contact Role column ...
Zoho CRM Email Font
When composing emails in Zoho CRM, I am using the default Verdana font. But when those emails come into recipients' Outlook, the font gets changed to Times New Roman. How can I avoid this?
Web to Lead form validation
Hi, I hope I'm not missing something obvious but I can't see a way to validate data being entered on the CRM web to lead form. For instance, if you have a field in your leads table called 'event date' that is mandatory, and you include that on your web
Territory API - add territory
hello, It would be great to have the possibility to populate the territories through API as one may have hundreds of territory to type.
Approval Process - Reminders
I have a single level approval process that is kicked off on create within a custom module. There are multiple approvers, any of whom can approve it. The issue is that when the process was initially put in place, the approvers all leapt on the notification
CRM - Territroy Hierarchy - Adjustments
Hi. We are setting up a zoho crm - territory fields for each state and some states have sub catagories. We built Texas first but now we are finding that adding Arizona puts it at the bottom. Do you need to build it the way you want it i the beginning
Signature Capture
Hello All, I would like to actually capture a customer signature at the end of a service call. We use Zoho CRM and have added a number of custom fields to the CASEs feature. Right now, the customer signature is a text field. Looking at all the customer
Mass Convert Your Leads, Quotes and Sales Orders!
Gone are the days when you had to convert your records one after the other. For example, if you had to convert 50 leads to accounts and contacts, you had to convert each lead one by one. Well, not any more! Now you can convert them all at one go. Mass conversion of records also applies to conversion of quotes and sales orders. Besides mass conversion, you can now also automate conversion of records by using workflow rules. Read on to know more. Mass Conversion of Leads There are two ways to mass
Tracking days in stage for pipeline in custom module
Hello, We have a custom module in which we track the different onboarding stages for our SaaS platform. Ie: New Onboarding Planned Account Prepared Onboarded Login sent Service Call I would like to create a dashboard report that shows me the average time
Contact reminders
Looking for help setting up reminders to contact contacts by customer type. Thinking home screen would have a new list every day of 10 contacts or so to touch base with....a daily to do list basically. Cheers,
Custom currency field. Need a total in my quote after QTY is entered
I have created a custom field for a dollar amount of a product THINGAMABOB is $27.99 a month recurring I also added a RECURRING TOTAL field I want to create a field that will give the output when someone adds that item with a quantity so it would look
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