Authenticating Email Domain
I am trying to authenticate the email address I use for Zoho but when I enter it I keep getting an 'Internal Server Error' message. Does anyone know how I fix this?
All Required Fields from 2 Different Layout Rules are not displayed in Details Required popup
As you can see in the image below, the "Lead Status" Layout Rule requires the "Product Type" field when "Sold" is selected as the value for the "Lead Status" field. When "Lead Status" is "Sold" and "Product Type" is "TurnKey Suite", you can see the list
Can it be linked to the existing toll free number?
Can it be linked to the existing toll free number? Can it be included in CRM From Saudi Arabia
Update Deal Ammount when Custom Field in Account is updated
Our accounts have a field called "Current Fee Amount." Our goal is to update the "Deal Amount" field of the deals related to each account and from a specific pipeline with the value from the "Current Fee Amount" field of the account. I understand that
Sub-form in CRM module could not be auto-populated via client script
I'm trying to auto-populate a sub-form in a module based on a picklist value via client script. When the picklist option is selected the first time, the sub-form is auto-populated with the correct data. But when the picklist option is changed, the sub-form
Email Filed
Hello Please tell me how to do .. Email filed in CRM to change some word and put in other filed Sample Email Feld" test@gmail.com" Change @ to // Email2 Feild" test//gmail.com" like this also need to change Use // in place of the @ sign in the e-mail
I need a field value "CSM" in Deals to be the same value as "CSM" in Accounts.
My company has the field value "CSM" assigned to Accounts and Deals. When an Account meets the criteria (CSM is A, B, C, or D) I need it to take that value and apply it to all current and future deals associated with that account. I am able to make the
How to fletch data from a subform to use with a webhook?
Hi, I am wanting to use a webhook to send some data over to Flow. We got some standard Module Parameters to send across but also need data from a subform that we are using in Deals. Is there a way to collect the data from the subform and include it as
Download Email Templates....
We have over 250 email templates in Zoho. Is there anyway we can download all of them so I have them on my computer. During that last outage I needed to send out emails but wasnt able to.
Confusing merge tag functionality or bug in CRM templates
Hello, In CRM templates I have 2 identical templates. One in the contacts (renamed to parents/carers) module and one in a custom module (named children). In the custom module I can access any field through merge tags from the contacts module. But I cannot
Product Details
Hi there. I wonder if Product Details is un-editable. Since when making monthly reports with the present choices we are not able to get reports of specific qty of priducts shown for the respective invoices. I managed to get report on the product name
Locking a Product Price once its been added to a Deal
Hi We change our prices regularly. We add products to a Deal (from the Products related list). Deals can take a few weeks to close and invoice raised based on the products unit price. However, if we need to change the price of the product that has already
Student check-in using Zoho
We are a Mixed Martial Arts gym using Zoho for member management. We need to use the system to check a student in, validate their membership status, and log the time and date of their check-in. Anyone know of a way to easily do this in Zoho?
Update required for MS Outlook and Office 365 email integrations
[This announcement is for Zoho CRM users that rely on Microsoft's password-based Basic Authentication method for their active MS Outlook and/or Office 365 email integrations. If you use a different email provider or have already switched to OAuth-based
Count Rollup Issue
i have account module . under which project module is there . project has account lookup and relation is like one account may have multiple projects . i have a field in account where i am automating the existing no of project count under that account
Where is Date Conversion Functionality Announcement or Documentation?
I recall recently seeing an announcement about a versatile date conversion function. Please help me locate the documentation and/or announcement of this functionality.
is it possible to trigger to selenium or another tool from deluge?
Hello, good afternoon, I would like to use an automation tool, so that when a browser window is opened, with the openurl() instruction, it immediately triggers a call to selenium or another automation tool, so that the browser loads the data that it receives.
Help with a custom function-copying a date value
Hello: I'm really struggling with the custom functions. All I want to do is copy a date value from a deal record to the account record . This value needs to be updated yearly with every sale. After watching videos and trying lots and lots of examples,
Blacklist Domain for Outreach
Hey We are looking for a way to do the following. We sometimes buy business data for outreach (Company Name, E-Mail Adresses, etc) and run them through automations. But we would love to set some domains on a blacklist, so that we dont do outreach to them
View a Subform field in a "List View"
Hello Everyone! I am looking for a solution to be able to view a field in a "Subform" along with other fields from my main module. Example: I have a module called "Customer Orders" where I enter purchase order numbers in a "Subform". Sometimes I have one purchase order for a customer and sometime I have many purchase orders for that customer.... hence the "Subform". I am trying to track my last purchase order number entered so I won't duplicate a purchase order number for the next customer order.
RTL - CRM Templates customization
Hello, How do i change the text direction (RTL/LTR)? thanks
Mass Emailing in CRM
Is it possible to disable mass emailing for some or all users in CRM?
Bulk Delete Attachments
We need to delete 50gb worth of old files attached to old clients records. How can we do this in bulk?
Audit log in dashboard
Can we have the ability to add the Audit Log to a dashboard? I'd like to see everyone's recent activity when I log into Zoho on the "home" page.
Copy CRM Customisation Programatically
I have seen how to copy the customisation of one CRM to a new account here: https://help.zoho.com/portal/en/community/topic/how-can-i-copy-zoho-crm-to-another-account I was wondering if there is a way to automate this process? Is there a Zoho API we could
Workflow Automation - Send email to lead from a Group Email
Hello, is it possible to set up a workflow where an email is sent to a lead from a group email(as in the sender email will be the group email) instead of a user email address? Kind Regards, Ionut
Open Tasks only shows 5 per page and no longer 10 per page?
In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?
POST or PUT data from CRM to Shopify
I'm trying to write a deluge script to push and out data in Shopify. This is to support a custom product workflow that no app is able to handle. Unfortunately, Zoho Flow also has only very limited Shopify integration and will not provide the solution
Users, roles and Business Units
Hello, We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4. This hierarchy was a "tree": 1.- The HQ Business Unit was at the top of the tree 2.- Different Second Level Business Units are
account in zoho crm
Hi everyone, is there anybody can help me? I have a flow in my aplication, so i wanna do a couple step to create a contract. here is my plan; - create an account - add contact for the account - make a deal for related contact can all of these step use
Zoho CRM use for tracking workshop attendance
Hi there, I am a new zoho user - I am wanting to use zoho to track workshop attendance. I give workshops and want to use ZOHO CRM to create the workshops and lists of potentials in the workshop. Do I do this as a deal or do I create a product? I tried
Deleting or renaming templates
Re: the Zoho CRM and MS Word plugin. Is there a way to edit, rename, or remove templates uploaded to Zoho CRM? Best, Lindsay Garrison On the verge, incorporated Boston
Feature Enhancements: Translations
By The Grace of G-D. Hi, We are using the translations feature a lot and it is great! There are a few enhancements that could really make the system Multi-Language even after customization. Please consider the below suggestions to enable in translations:
Add extra column to zohocrm products overview showing ammount of linked deals
Hi There, I am new to ZohoCRM and am currently investigating using it for a customer. I was wondering how to add an extra column to a module overview page (in my case products) showing the ammount of linked deals. I have already looked into the 'modules
Restriction of changing territory by the user
Dear, I am not able to restrict the change of territory by users, is there this possibility?
Zoho Finance Integration - Report that shows the status of all estimates, sales orders and invoices
Hi all, We've transitioned to using the Zoho Finance Integration to raise orders. Is there a simple report that can show the 'status' of an order through these modules. I know there are statuses within each module (i.e. for invoice - draft, overdue, paid
We changed our ZOHO CRM password and our leads stopped coming. Why does this happen?
Hello. I changed our ZOHO CRM password. After an hour I realized and our leads stopped coming. I couldn't believe that our leads stopped coming after I changed our password. So to confirm I contacted my tech team and they contacted Zoho Support. Our outsourced
Can't see leads coming from Facebook ads
Hi, I successfully run Facebook ads and integrated my Zoho CRM, I have 25 leads at Facebook ads but can't see these leads in my Zoho CRM? I checked manuals, it seems all is done but I do not know why I can't see the leads coming from Facebook ads? T
Can I include custom fields from CONTACTS in the Gmail plugin?
I have a drop down field I created on CONTACTS. Is there any way to make it available on the Gmail plugin?
Quick Create in Portal
Hi, I create a new module to use at customer portal. After adding the module to the costumer portal, I realized that Quick Create form is displayed automatically, is it a must or can I change or remove Quick Create files from the customer portal? Thanks
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