Formula field clarification
Hi I have been on a bunch of tutorials to develop a new formula but just cant make it happen, let me explain Field A, B and C I would like the "formula field" to displays "X" everytime "Field A" and "Field B" meet specific criteria Example: Field A=
Leads & Contacts
Hi, If we have leads that for whatever reason do not convert to an opportunity and instead converted to contact and prospect account , then later down the line they get back in touch - how do we add a lead to an existing contact record? I believe if
Tag bounced emails as Junk
How can we automatically tag bounced emails with a "Junk" tag
Sorting by totaled columns in a report
I have a report that gives me a list of sales in the past year. In "Groupings" I have it grouped by "Account Name". In "Columns to Total" I have the sale amount checked under "Sum". So now I have a report that looks like this (simplified example): ACME
Calls Update (March 2021)
I've gotten a notifications about the call modules updating in September and December 2020 & now today (February 10, 2021). Each time a PDF has been included going over the changes. What is the difference between the Sept '20, Dec '20 and March '21
Email Client setting and Multiple email management , display and
Hello Everyone, We are seeking help to resolve a challenge we experiencing with out Email settings on ZOHO CRM . This is the scenario : We have multiple email accounts (Our private Business domain ), through which we receive all the email communication,
How to automatically duplicate module entry X days after creation with a workflow?
I am trying to create a workflow that duplicates/clones a module entry X days after the original module entry has been created. Is this possible within Zoho CRM?
Task Reminder - When Date & Time Pick List
Two questions. Does anyone know if: 1. there is any way to autofil the WHEN date when setting a Task reminder to equal the Task Date? 2. The Reminder selection drop down list shows time for 24 hours - is there a way to limit this list to working hours? Same for Schedule Call Start Time? Getting sick of replicating date entries and starting time selection from 00:00!
Update on Remote Sales Office
Hello everyone, On May 21, 2020, we announced Zoho CRM's Remote Sales Office as an initiative to bring immense value to collaborative sales teams who work from anywhere. This was always intended to be a paid add-on, but we felt last year's situation warranted
Can I add an Order NOTES within its PDF TEMPLATE ?
Hi I have tried adding NOTES to a custom ORDER template, but I can´t find the id listed anywhere in the options. I would like to at least be able to "export pdf" all the notes to a different page of that orders pdf, is there an easy way? please advi
Webhook for webhook no longer works after URL change
Nothing appears to be posted. I see the count increase in the zoh interface (for # of webhook executions) but nothing is posted to my server. I'm monitoring the apache logs. The failure tab show no failures. Why is this failing? How can I see what is
Entity Relationship Diagram (ERD) of ZohoCRM
Does anyone know where I can find an ERD for ZohoCRM? Has anyone created one they would like to share. Thank you.
Global search returns City names instead of Contact names
When I click on the search in the upper right and try to search for a contact with the last name of "Blackwell", I get hundreds of non-relevant results because I have hundreds of people who live in a City called "Blackwell"... How can I force the global
Calendar on Zoho CRM
Hi How can I access the calendar on Zoho crm app for recurring events? Thanks, Graham
Hide Zoho sheet and print view tabs
I would like to hide the sheet view and print view tabs from certain users is this possible.
Webform does not work if the user uses a personal email
Hi, we are just testing the webform for our new website and the form creayes a record and triggers the auto reply if I use a company email, but does not work if I enter my gmail email address. The form is submitted, the Thank you page is triggered but
Adding Cliq Notifications to workflow rule
I'm trying to notify specific cliq users during workflow rules and when I first enabled the connector it seemed i could choose from any cliq user (though the notification did not fire), but now I can only see one (Customer Care is the current user in
During Editing - Freezing while typing or updating any fields
Hi so we have a user who has a complain that everytime any Opp or Account etc is under edit mode and she tries to update any field it freezes for a good 10-15 seconds before the cursor starts to blink or you are able to start typing, the same thing continues
Activities View of Open Tasks for all Opportunities
Hi folks, I wish to create a view in the Activities Module of all open tasks that are associated with Opportunities. We only want to see tasks that were created in an opportunity. I cannot figure out how to set up a view to filter by the parent record
CRM and BOOKs Integration: Attaching Books Estimates to CRM Opportunities
Hello, I see the new CRM-BOOKS Integration has been released and its fantastic! Great Job! Is there a way yet to attach BOOKS Estimates to a CRM Opportunity? This is a crucial part of our business processes. Thank you Jeff
ZOHO.COM is CRAWLING - excruciatingly slow Feb 11th 2020
I am having trouble connecting to ANYTHING in the Zoho.com domain - even this discussion board. What is going on??? I have a business to run
Zoho CRM Blueprint Transition Criteria has limited options for a single lookup field.
I am trying to set up a transition in a CRM blueprint against a single lookup field that pulls users. The logic options are "is" and "isn't", there are no empty options. Is this standard?
Bug in Quote - Discount value keeps changing
Problem providing an overall discount on a quote. Steps to reproduce: 1. Create a quote with 2-3 product items. 2. Provide an overall discount (eg: $2,000), use the Direct Price Reduction. 3. Save 4. Click Edit again 5. The Direct Price Reduction has
Can't import Accounts and Vendor Name not appearing in Contacts
Hello there I'm having a few teething problems - help please? 1) I imported a csv file of 30 or so contacts but the 'Vendor Name' doesn't appear in the individual contacts. Although it is a column in the main Contacts list page. 2) I imported a csv file
How can I set the "reply to" and "From" addresses for emails sent through Salesinbox and CRM
If I reply to incoming email within Salesinbox, compose a new email or send en email from say a Contact record, Zoho CRM uses the email address of the IMAP mailbox which is not what I want. How am I able to set the "reply to" and "from" addresses to a
CRM Email Sent, Delivered, Received
Hi, When I send an email from CRM, it shows as either Sent, Received or Delivered. Can you explain the difference please? Sent can show for days or more, so I'm assuming this isn't an email that's in transit. Very few emails show as received or delivered, even when the email is correct. I doubt it's a case of clients' servers not letting the emails through as other emails to colleagues in the same company will show as opened so I know some are getting thought. Please advise.
Deals: Related Lists: Checklist
On the Deals modules, i was changing the order of the related lists and it said there was a related list called "Checklist". What is this reference, how do i use it, etc?
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
Finding a Zoho developer
How do you find a good Zoho developer to help customize things for a business?
Workflow update
What happens if a workflow in CRM is being updated ... will the be the series of actions/Mails assiciated to a lead be interrupted? I have addes a few more steps and it seems, they have not been executed ..
Graphics not showing
When I launch CRM I cannot see my company logo. I checked various internet / java settings but can't make it appear. Also the CRM is quite slow. I'm the database owner - other user's accounts work fine. Any ideas?
How to stop entries being made
Hi, I have a Zoho Form which integrates with Zoho CRM. When a user fills out the form they cant then refill in the information because their email address already exists within the CRM. How can we prevent entries from being generated for that form?
Date field in webform
Hello, I'm trying to create a Zoho WebForm to embed ( html full source ) in a website, and the field "date" is created as text field not date field as it should be in html5, it causes problems of validation as I can insert aaaa in the filed that should be a date, and when I'm trying to change the html created to "date" type instead of "text" input type, the field is not saved in the database - I cannot see the value inserted to this field by the user in the lead details in the CRM. It's empty. The
Account Not Active Error when pulling Information from CRM
Good Has anyone ever encountered this error when you are in books and trying to pull information from CRM. and running the script below cus = zoho.crm.getRecords("Contacts"); info cus; With one CRM we manage to get the data from CRM but with another we
live chat to Zoho Support
In Zoho Desk, we have live chat access to Zoho support team, however, in Zoho CRM, we can only reach to the crm support team through email. Will it be possible to have live chat in crm as well?
Setting up round robin lead assignment for leads created via API
Hi there, Right now we have a webform that generates leads via API (we use Ninjaforms). We have territory based filters in the form to determine who is assigned each lead, but we'd like to set up a round robin system for any lead outside of the territories
How do I change Leads to be companies not people?
When I scroll through my phone or the website and click on leads, everything is categorized based on the company contact. How do I get the Lead Name to be the company?
Email Opt Out
Hi I have noticed tonight that selecting this option for a contact, you cannot email within zoho mail or the email mobile application. Why is this linked, of course i would like to be able to send them emails that are nothing to do with the campaigns?
Zoom fields
Hi. I have zoom connected to Zoho CRM and I am wondering if we are able to send a custom email template with the invitation link in the email?
CRM Deal Blueprint and Workflows
Can a workflow change the state of a blueprint? Move the blueprint from state 1 to state 2 just like selecting a transition button would?
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