Could not deploy field changes from sandbox to prod
I do not see the button "Deploy Changes to Production" as provided in the instruction below
0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events created
Multi-Select Lookup Fields
Hello, I want to "Self-referencing" "Contacts" in "Multi-Select Lookup Fields", but "Contacts" does not appear in the "Select Related Module". I have created "Multi-Select Lookup Fields" associated with "Accounts", is that why I cannot set it up?
Possible to send email from Sales Order module WITHOUT the Sales Order pdf attachment?
Every time an email is sent from the More Actions > Send Email tab of the Sales Orders module, it appears that a PDF is generated as an attachment. Is it possible to disable or remove the automatic attachment?
Sales Inbox Setup Faliure
Hi There, I am having issues setting up Sales Inbox within CRM. When I try to set it up it sits saying loading...... for a long time then says: Oops! Something went wrong. We were unable to load this page. Other team members have not had this issue, could you advise on troubleshooting please. Thanks
Zoho CRM for Email Add-on for Outlook FAT Client
I cannot find the Zoho CRM for Email Add-on for Outlook FAT Client anywhere. I see guides on how to install the online version, but my company mostly uses the fat client. Where can I find this?
Best practices for associating large files
I want to associate photos and videos to the Deal module of Zoho CRM. However, the CRM has only 10GB of capacity. Even if I purchase additional space, it will soon reach the limit as it is only 20GB. What are the best practices for associating large files
Verify fields filled out before closing case ticket
I understand you can set required fields within a template that need to be filled out. In my instance there is information that isn't known when creating a new case and its a nuisance to put random values so the case can be created and sent off to an
CRM Dashboard Widget - Permission
(Including attachment) Users are receiving a note on Dashboards that they do not have permission to "show this component." The security profile for these users has View, Create, Edit access to the Module. I'm assuming this could be related to a field
About timeout for running function into after section on Transition
Hi Zoho Team I would like to know how much time have a function for to do a work when is called in after section on transition? , Although my question may seem strange, it sometimes happens that a user's request to do a great job of sending information
Yeastar Cloud PBX integration with ZOHO CRM
Would it be possible for someone to do an online session with me? We are missing something iwth the cloud integration and two different Yeastar Engineers have told me the problem is with ZOHO and not with the setup from Yeastar? Kind Regards
Tooltip not available for multiselect lookup
It is not possible to add tooltip or multiselect lookup fields in CRM layout, the option is simply not there when editing the field properties. Could this be added? Similarly some system fields such as Name (i. e. Campaign.Name, etc.) do not have the
Associate Multiple Contacts to a Deal
Hello, A very important feature we are requesting is to be able to have more than one contact on a deal so that we are easily able to link multiple emails from multiple contacts the deal. The emails associated with the contact show the emails from the
How to update the lookup field of a record using Zoho CRM Client Script.
I have two modules: Payments_Received In this module there is a lookup field to Instalments Instalments In this module there is a lookup field to Payments_Received What I am trying to do: I want to setup a client script on the edit page, trigger is onSave,
Zoho CRM - API value of list fields are not pushed anymore in webhooks
Hello, Very recently, we noticed that the value of a list field, in a webhook, is not anymore the "API" value (that is configured in the module), but the displayed value. Here is the config in the module. We expect to get the value of the right list in
CRM Quote/Invoice Email 'Send-to' Auto fill
Hi all, I'm looking to find out two things - how to populate the dropdown of the email dropdown, and then how to automate this process, I have the email to fill out that field with. My main requirement is to be able to get a lead from SalesIQ, manually
Import datas from CSV file, how to manage multi-lines fields ?
Hello, When importing datas in a custom module, from a CSV file, is there a way to manage correctly the multi-lines fields ? I tried to put <br> or \n in the file I import, but the result is always on one line. I'd need this to import datas from our old
mass emails
Hi which is the cheapest app to be able to mass email leads? We are a small new business trying to send emails to our contacts. We were looking at crm flex.
Addresses - Site address being link to a Billing address
Is there a way to either have one main account (billing) and link multiple site addresses to that account. Or is it possible to have multiple accounts linked to a parent account? If we have 1 billing address for multiple satellite offices, what would
I don't understand "Contact person" on top of Transactions record
Hi, when we add a contact person in a transactions record (not sure the name of the field in english because the title of this section doesn't translate but it's something like "other contact"), these is a new "Contact person" section that appear on top
Multiple contacts for Vendors
I am looking to customize my vendors with extra contact information, etc. Is there a way to show a vendor basic information including contact names, but then click on individual names within the vendor to access more informaiton about the contacts? How
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
Blueprint - Any way to delete process / Transition
Hello, First of all I think I'm going to really like the Blueprint feature, once I figure it out that is. I sure hope someone can help me figure out how to fix this. I created a blueprint for our account on-boarding and set up process - While I was testing
I Want to send contact a link to update their contact record and get a request for information on them for the sales process.
I am looking to send out a few documents to my existing contacts via email and/or sms text message. Some of my clients don't have/use email. Ideally i'd like to do this with a single link/page so they don't get confused, but i'm not sure that's possible
Formula field showing number of weekdays between two dates
Can a formula field compare two dates and get the number of "weekdays" between them? I've found the DateComp function, outlined here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/create-formula-fields#Create_DateTime_Formula_Field
deactivate a user - what about their leads?
When I deactivate a user what happens to the leads assigned to them?
Option to clone section in zoho crm module layout builder
In Zoho CRM module layout builder, cloning a section is not possible. Suppose if want to make two similar sections in a single layout then I have to create a new section from scratch and I can not clone an existing section I know there will be a field
Facing Issue in Zoho CRM Integration
In local machine & docker,the Zoho CRM integration is working fine. While running in AWS Server via AWS ECS EC2 Instances,it is not working. Also, i have pinged and check the Zoho CRM site - it's pinging. Please help to sort out this issue, its blocking
How to send Email Notification by Contact Language
Hello Community, In our organisation we help people from different parts of the world and thus most of our resources and communications are in 2 to 3 different languages. This has created a higher degree of complexity and there are some key tools that
CRM feature request : possibility to add custom user field in Meetings/Activities
Hello, We have this request that has been transmitted by multiple clients. In CRM / Activities / and more specifically on Meetings, we cannot add User type fields. Use case : The meeting is planned by a presales person for the sales representative, but
undo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
How to use Campaigns as Seasons - Fashion Business
Hi there, we are running a fashion sales business. It's common in this business to work with Seasons. We sell collections of brands to Clients (B2B) within four seasons per year. These seasons don't correlate with quarters! I was thinking to use Campaigns
Idea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record
Client Script Error reason
May I know what's the error of my Client script. It suddly become wrong since today... It had worked few weeks
Composite emails related list
I have transactional emails across multiple modules defined as actions in workflow rules. I also send emails directly from CRM either as mass email or individual. Such sent emails are visible as related list, e. g. inside a Contact record. Is there a
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Company pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as to
How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,
Forecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous data
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