Multiple Custom Account layouts
We have 2 unique account types that require significantly different information to be collected. One Account type are the retailers we sell to and another are the Growers we procure our raw material from. Is there a way to set up custom layouts for each, identified by Account type? Thank you! -- German Burtscher
Is there a way to track commissions in Zoho?
I'm an insurance broker and would like to be able to track monthly commissions. Is there a possible add-on?
Newb question re. CRM integrations
I am looking at using Zoho CRM at the hub of my new business. I am in the UK and new business is a service model business. Acquire new customer Install product at customers property Schedule annual maintenance visit Service calls when requiredI currently have Google apps for small business and a spreadsheet but before things start to get much busier I am trying to implement the correct systems now to avoid headaches in the future. So, basically I need to understand what Zoho can do for me. Here's
Sum product volume and packages inside invoice
I’m trying to create a custom function butI have 2 problems: 1) In custom functions, how can I get the values of the list of products inserted and sum it? Here’s a snippet of the code I’m working on: set i(this.invoice.getInvoice()); //get the object of current invoice set c(0); // double number variable foreach (product p in i.getProducts()) c+= p.getColli(); // colli is custom field inside each product i.setColli(c); // Colli is the custom field inside invoice
Activity Points
Is there a way to associate a point value to certain activities? For example 1st Call = 1 , 1st Appointment = 5 , Proposal Meting = 10. If this is the case then we would need a report that would show the activity by person for a date range, For example if the goal was to have 60 points per week a report could be pulled that showed the activity for the week.
Custom Names For Stages
In Potentials I have a need for custom names for the stages. Can this be done?
Pick List allowing values outside the options set during import
I setup a field with a pick list of Countries that our company covers. I tested it and tried importing a set of data where I set the values for that field beyond the options I set. I expected an error, however, it did not return an error and successfully imported the data still. What concerns me though is it still assigns the values as what I have imported, which is not in my pick list option. It would have been okay if it returned a null as a result of an error maybe, but that was not the case.
Why are my email templates formatting incorrectly? and my merge tags work at random?
I've created an email template to use with for my team called: Potential Podcast Guest . I've tested it three times. In the first situation, I sent an email using the template from a gmail account to a .me account. In this situation, the ${User.First Name} tag worked at the bottom of the email, but not in the the middle. Beyond this the formatting was fine while viewed in Apple's Mail. In the second situation I had a member of my team send an email from a gmail account to a msn.com account, that
Web form fail
HI, Please can you tell me what is wrong with this webform? I copied the code exactly as the instructions say. There is a huge gap between my header and the form. This is the webpage.... http://3dsl.com.au/3d-print-service-manual-form/ This is the Zoho generated code for the form I made... <!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments “Do not remove this code” are required for the form to work properly, make sure that you do
Web Form Styles
It would be nice to have a check box to remove font style and basic form color styles from webforms so I don't havee to go in a remove each and everyone individually. Right now, I copy and paste it to pages and do a find replace function to get rid of styles so it matches my website.
Getting Product Details From Sales Orders
Hi to all, I try to get products details from a salesorder in custom function. I try to use getRelatedRecords funciton but it seems doesnt work for products. Any suggestion? umut.
How to customize CRM for date ranges (hotel room blocks)
I work for a meeting planning company. We are the 3rd party that contracts nightly hotel rooms between our clients and the chosen hotel. We record each client's set of hotel rooms as a Potential. We need a way to enter each Potential's unique arrival date and departure date followed by the subsequent unqiue: 1. nightly # of hotel rooms 2. days of the week 3. dates 4. room type(s) 5. room rate(s) How can I best record the unique set of requirements per Potential when each Potential is different
Mass email contacts with accounts related lists?
I need to send a mass email to certain contacts based on criteria that are under their respective Accounts. Is there a way to get the criteria to populate from Accounts to Contacts to that I can sort by those fields? For example, my current customers are in Accounts and their business owners are in Contacts. I need to be able to email only certain customers, so I would create a view in Accounts to sort out those particular customers. How can I transer that to Contacts since I can't email from Accounts?
lead search based on incoming call
I use freepbx with a software called ZULU that basicily integrates with outlook to produce a pop up based on caller ID, it also can use URL's . is it possible to have zoho bring up a lead or customer screen based on caller ID- something like below. I paste this into ZULU as and it opens zulu and searched for the caller ID https://crm.zoho.com/crm/GlobalSearch1.do?sModules=Leads&searchword=
Can I create a new field in Quotes under product details?
We use the list price, then apply a discount. We need to show the product's price AFTER the discount has been applied. Is there any way to create a field to be shown on the quote template that will be the result of the list price minus the discount? (not the line total, but the per piece price after discount).
Sync Free CRM with iPhone?
I would like to sync the free version of ZOHO CRM with my iphone so that contacts and calendars are on both but when I try to set it up via a new Exchange Active Sync as instructed here: https://www.zoho.com/mail/help/access-from-mobile.html I get an "Unable to Verify" error and cannot conntect. I am using my zoho username (my personal email) and zoho password correct, so I am wondering if this option is not available for the free version? I checked my administrator settings but it looks like
Unable to select a role
Zoho CRM says that I get 10 users for free. I'm trying to test this out and it will not let me add a role for more than 3 users (2 plus myself). Why is this?
Auto determine County from US Zip
Hi all, as a sales rep I have certain territories for multiple different lines. One new line has provided me exclusivity with counties in SoCal (San Diego County, Imperial, Los Angeles, Orange County, Riverside, San Bernadino, Santa Barbara, and Ventura), I have a list of all the zip codes associated with each of the counties however there are too many zip codes to create a single report giving me a list of all accounts for the given region (Zoho limits 25). I need to be able to pull only the contacts
REPORTS
Hi.. I am trying to use the criteria Contact Modified with "is after" today's date and an earlier time, however, the output is incorrect and when I go back to customize the criteria, the time displayed is not the time I put in, even though I saved it. PLEASE HELP!!!
Get RelatedEvents from Sales Orders - mismatch data type error
Hi, I'm trying to get the ACTIVITYID of a related event. The parent module is SalesOrders. The code snippet below keeps producing a error Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING eventResp = zoho.crm.getrelatedrecords("Events","Salesorders",salesOrderIdStr,1,5); count = 0; for each rec in eventResp { event = eventResp.get(("ACTIVITYID")); count = count +1; } info event; info count; Anybody have any idea's?? Appreciate any help / suggestions
Default Reminder for Task
Hi, How do I set up a default reminder for making tasks. I use tasks to assign tasks to employees. I always like to send them a reminder for the day it is due, however it is very annoying to have to manually put this in each and every time. How do I set up Zoho so that it automatically includes a reminder at 9:30 AM on the day the task is due? thanks!
How can i set email reminders from when my accounts are up for annual/monthly renewals
How can i set email reminders from when my accounts are up for annual/monthly renewals
Custom button failure
Hi, I have a custom button that runs a custom function. The function looks like this: return "test message"; Nothing fancy. When I click on the button in the quotes module it does nothing. OK, so maybe the alert messaging isn't working. If I change the custom function to send an email: SendMail [ From : zoho.adminuserid To : zoho.adminuserid Subject : "zoho custom function worked" Message : "good job buddy" ]; return "message sent"; No email is sent. If I use the "Save
Updating Product Details through Approvals/Tasks
Hi All, Two things I'd like to find out: 1. I want to have a field within Activities that updates the quantities of Line Items in the related Sales Order. How would I go about doing that? 2. I'd like to set up an approval process that, once activated, takes the Line Items from the Sales Order and creates an Invoice that ONLY has the Line Items with a cost greater than $0.00. Is this possible? Thanks in advance!
How to trigger workflow based on field update if field is updated through docu-sign or any other workflow?
Hi, we are working on workflows. We want to update opportunity record on the updation of field in account record. For this we have created a workflow. Now If we edit the field manually in account record, the workflow is triggered and doing exact work. But If we update field in account record from another workflow in the same module (not manually), then opportunity record is not updated. Is there any solution for this? Please tell us. Any help will be appreciated.
custom field formula string outputing carriage return
Hello, I have created a custom field returning a string, (that I display in a Inventory template), I would like to be able to insert some carriage return in that string. Let me know if we can output that, i have tried <br> or \n but it just prints those characters. Thanks
Automatically Created Tasks
In our company, we follow the exact same procedure with each customer. Is it possible to set up Zoho to automatically create a series of tasks when entering a new contact or lead?
Add Notes to Report - Customize a Field
Is there a way to add a customized field to the Potential Work or Open Potential Reports that is not already listed. I would like to capture the notes I've entered on my Contacts tab to show up on the weekly report. I use the Zoho CRM service. Thanks!
Allow merge fields from custom modules
We want to be able to send emails and letters out to clients but in our templates we want to add fields from custom modules, but Zoho does not allow us to do this yet (Salesforce does) so it is possible, is there any such feature on your roadmap?
Inherit VAT number of parent account
We create a lot of child accounts and currently, we have to enter all information (fields) manually even though we would like to use the info of the parent account. For example: Would the following scenario be possible?: - I create a new child account (Account B) - The field "VAT number" of Account B is populated automatically with the same number as the VAT number of the parent Account (Account A) In other words: Do you have inheritance functionality which I can use for this?
Big Deal Alert Issue
We have the Big Deal Alert set up, but we are unable to get the alerts assigned to the appropriate sales people. (ie: the correct sales person who secured the sale.) Please advise what we might be doing wrong. The manual doesn't appear to cover this. Shanson
free version customize field
I am currently using free version I would like to ask, what going to happen if I trial the standard version and customize the account filed , after the 15days trial expire Surely if I choose upgrade, I believe the customized filed will be there, but what in case I wish to back to the free version, will all my customized filed disappear or change back to origin ?
Change order of related quick-access fields below a record?
Hi Everyone, I believe this will be an easy fix but don't seem to be able to find the answer. Currently, underneath a record (Lead, Account, Contact) i currently have a standard set of quick-access fields: - Notes - Attachements - Open Activities - Closed Activities - etc. I would like to be able to manage the quick access fields shown and manage the order as well. Where can i do that? Under "Setup" i dont seem to be able to find the place where these things are managed. Thanks in advance, Georgij
multi-line multi-pick fields?
I am new to Zoho CRM, having spent the previous 15+ years with ACT. We have an agricultural irrigation company that deals with a lot of repeat customers. I would like to create a field in Contacts, that would let me categorize customers by the type of general products that they buy from us. For example, we have 8 major product categories, one customer may only buy in one category, but another may buy out of 4 or 5 of the categories. I would like a field that would allow my users to choose from 1
Customizing the main screen
Is there a way to add shipping city to the main screen? When I click on Accounts in the CRM I get; account name, phone number and account owner. I would like to add city to this screen so I can organize alphabetically by city as well as by account. Please help.
¿ How to change all the information to another language ?
It’s clear to me, that in personal settings you’re able to change the language. But it doesn’t change 100% all the content specifically in the predetermine rectangles that gives you options to select forma a list of words. For example : If I switch the language to Spanish an then go to POTENTIAL, the TABS : TYPE, STAGE AND LEAD SOURCE, will display all the optional words to be selected in English.
Call custom function for all Events
Hi, I've created a custom function for Events and is working trough a workflow when adding/modifying Events. My question is if is possible to execute this custom function for all events created before creating this custom function and workflow. Tried to modify workflow to execute based in time condition but not working. Thanks.
Quadrant Graph
Is it possible to create a quadrant graph in Zoho showing client relationship against potential sales e.g. best relationship and highest opportunity for sales would be top right, lowest relationship and possibility of sales would be bottom left. example attached.
Deleted contact mailing list report
Hi Can anyone help me with this - I accidentally deleted the contact mailing list report from reports - how can I get that back or download it somewhere? Thanks Paul
Lead Mapping and Lookup Fields
I am trying to work out a problem I am having with LEAD MAPPING. When you are in the LEAD the boxed *required FIRST NAME & LAST NAME transfer once converted to an ACCOUNT are moved to the top of the page in an un-editable area. The biggest deal I am having is that I still need that name displayed on the page for the the ACCOUNT, CONTACT, & POTENTIAL. I was thinking this would be done via the LOOKUP field but I honestly haven't figured out how to use them yet. Am I headed in the right direction on
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