Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
How to copy data from multi select to picklist.
I have a list of products which i want to copy from multi select to picklist field. how can i do that other than doing manually for such a large data.
Function To trigger tasks 2 days after the date on the follow update field
Hey guys! can you help us, we want a function to trigger a workflow 2 days after the date added on the follow up date field, in the lead modules, or is there any other way to do that?
Custom field to check if lead was created during business hours
Hi, I'm a bit new to Zoho, but not to CRM systems. I'm trying to create a formula field in Zoho that would result in a boolean value and would tell me if the lead was created during business hours or outside of them. One of my main issues is trying to
Email from Template, Triggered by Custom Button
In the Deals module of CRM, we use a button with a custom function to create and associate a new Zoho Project when our sales team sends a Quote Request to our engineering team. As an additional step to this process, I would like to have an email sent to the assigned Projects user, based on a email template we have in the CRM system. Any thoughts on best way to trigger this? Can an email from a template be initiated using additional deluge coding or is there another way? I tried looking at Blueprint
Run a report on attachments attched to potentials
Hi All, I am wondering if it is possible to create a report relating to whether a potential has an attachment or not. As part of our sales process our we need to create a value analysis for our customer (spreadsheet) we can then attach this to the potential
Server
Is Zoho could work/run with own server? or just on cloud? Thanks
How to add discount approval proccess for Estimate in CRM
Dear All, After we do integration of Zoho CRM and Book , the estimate is controlled by Zoho Book. We would like to have approval if the staff makes discount in Estimate : such as : 5-10% discount : need team leader to approve >10%
App Spotlight: LinkPort for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. LinkPort for Zoho CRM 4 out of 5 LinkedIn members drive business decisions. It’s the perfect platform for prospecting, and LinkPort makes
Pictures inside email content -> How to add them as attachments?
Hello! Sometimes my customers add pictures that are relevant to the deal inside the email content instead of adding them as attachments. This gives a headache when trying to find that one picture from one of 50 emails at the later stage. Is there a way
All of a sudden cant create Currency Formula Field?
All of a sudden Im unable to create the formula with currency as return type. I can use the ones I created few days ago: Tried deleting one of "unused formula fields" but nothing changed. Any ideas what happened?
Zoho Inventory Product Sync
The descriptions on the sync settings between CRM and the Finance modules are very confusing. My interpretation is that our two options for syncing between Inventory products and CRM products are: CRM ---> Inventory CRM <--> Inventory Is this correct,
Create automatics call via workflow rules
Hi everyone, I'm new with Zoho one and I would like to ask if there is a way to create an automatic call based on a rule. for example, every time the call status is modified to "no answer" I want Zoho to create a new call and let the sales rep choose
Eventbrite & Zoho CRM Integration
Can someone please assist me with the following query: I have created an event in Eventbrite and am looking to have the registrants' details pull through to our Zoho CRM as leads, however I have added the Eventbrite extension and set up the syncing details
how to start the chat support?
I was able to use the Instant Messager in the Zoho CRM to ask questions regarding the product features, but now i can not find it anymore. Is that feature disabled?
How to update all occurrences of Invoices with an updated customer address?
Hello, I am looking for a solution for this… If I update an customer address in Zoho CRM customer/contacts module I want to update all occurrences of the invoices in Zoho CRM, where the customer is the billing or shipping address. Is this possible with
Can I map a field of the Deals Module with the Contacts Module?
Hi, I have the field "Email" both in the Contacts and Deals Module (well, also in the Accounts Module). Is it possible to map it, so that each time that we add a new email or modify it in one of the modules, the CRM automatically updates it in the other
Wrong subtotal in invoice
Hello, i have a problem in the calcul of subtotal (without tax) in Zoho CRM, do you fix this bug ? thanks you
Zoho Webform Redirect
Hello currently have a webform on my site (www.simplymh.co). Landing page address for form currently points to that same home page site. However - after form submission i'd like to redirect to an acknowledgement page. But - when I updated the landing
Include data from custom module to the conversion between Lead and Contact
Hi guys, I have a custom modules linked to a lead and I would like to keep the relationship between the data from that module to the lead when it is converted to contact Is there anyway I could do that? Thanks a lot in advance Regards
Increase Clicking "Movement Forgiveness"?
I'm SURE I'm not the only one with this complaint... Whenever you click on something in Zohocrm you have to ensure the mouse remains COMPLETELY STILL between click and release of the mouse button or it WILL NOT REGISTER the click. I've never seen any
organizing deals page
Is there anyway to remove the 'Best Time For' block from a layout showcased in the first screenshot I added? One more question - is there also a way to add the activities buttons (+Task, +Call, +Meeting) to the top of the deals screen? The buttons in
Quote under the deal, templete not pulling "Contact" details.
I've creted Inventory templete. Under the deal tab I create a quote and then want to send that quote to the contact assigned to the deal. Zoho detects correct email adress out of contact but when I view the PDF the fields it was suppose to pull are empty:
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
Auto Number Field dependent on type of invoice
Hello again! Im often here lately. I've created my Invoice template and as other users suggested I used autonumber field to populate Invoice number. In my country there are 2 invoice types. Ones that do not need to be numbered and are just an information
Get Related Stage History for Deal in API v2
Hi, In API V1 it is possible to get the Stage History for a Deal as detailed here - https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#To_fetch_the_Stage_History_related_to_a_Potential Is this functionality available in V2? I can't seem to find any information on it. Thanks.
SendMail function
Hello , I created a button using deluge that send mails but my emails go to spam even my Authentification e-mail is verified . can i know how can i solve this big problem as soon as possible.
Editable doc in CRM account attachments
When I create a new account, I attach details in an excel file. When I look at it, it is read only. How do I make the excel file so that it can be edited with updates? Thanks
How to create/update a lead in Zoho with Zapier ?
Hi everyone, If you use Zoho with Zapier, you will have noticed that the Zaps always change... In the past there was a simple "Create/Update lead" Zap. It meant that when I have a new lead in instapage, the data automatically updates in Zoho. And if the lead does'nt exist, it's created. Now it has gone, and I don't understant anything to the new zaps... Can someone help me ? Thx in advance, Joseph
Mass Deduplication
I am new to CRM Professional edition. I have a lot of duplicates in my Leads module. Is there a way to perform a mass deduplication?
Function-18: Update the lead records with Notes and Activities count.
Welcome back everyone! Last week, we learnt how to auto-update tasks from other modules. This week, let's look at a custom function that helps you get the total count of Activities and Note right inside your lead records. Business scenario: On an average how many times should I call a lead before moving on? I’m sure most of you would have faced this dilemma at one point or the other. Effective prospecting takes time and effort. Notes and Activities are important CRM utilities that helps keep a tab
Auto populate information based on a Lookup field
Hi, In the Contacts Module I have: A custom field named First Name A custom field named Last Name In the Deals Module I have: A lookup field named Contact Name A custom field named First Name A custom field named Last Name When I create a new deal and
WHY IS it so hard to Convert Leads without losing Data?
Can anyone explain to me why I need to map and create a bunch of fields just so I don't lose data that I've already inputted? I feel like there should be an easier way to do this than to manually create new fields in each module an map each module...
Changing lead identifier
Hi, Currently, our leads are identified by first name AND last name. Is there a way to make the identifier, or lead name use the company instead? I've attached a screen shot to show you what I am talking about. Thanks for any help you can provide! C
How can we associate multiple contacts in deals module.
Hey Apart from the contact role method to associate multiple contacts to deal. Can anyone tell me how can we associate multiple contacts to deals with Subform. Or is their any way that we can add multiple contacts in the field of "Contact Name". As of
Pop-Up in Zoho CRM for Specific Accounts & Contacts
I have been trying to get a simple pop-up to display a warning message when a specific account or contact is accessed. I have tried validation rules, blueprint, etc... Is there are a way to code this in Deluge or Zoho Creator? I am not sure if others
Voxloud, ShipEngine, Stripe, Rafiki.ai and 25 more extensions for Zoho CRM
We’re thrilled to announce 29 new extensions for Zoho CRM in the first quarter of 2021. Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. These no-code, ready-to-use extensions don’t just integrate other apps with Zoho CRM, but also add
Product workflow rule
Hello, Does anyone know if there a way to create a workflow rule to send an email based on the products added to a sales order by a specific vendor? I've tried a few different things and reached out to Zoho support and was told that workflows would be
massive spam problems with Zoho CRM emails sent via ZOHO Mail
As a company, we do NOT send ANY marketing emails. All emails are solely an answer to leads. Nevertheless, we face massive MASSIVE problems with customers in Germany, Austria, Switzerland and the UK because emails are 1. not even reaching SPAM folders
Adding search in more fields
Hi I have noticed that in product, we add a new field Part numer, and also supplier part number, but we have noticed that the Search functionality, are only searching in the Original "Product Name" How do we change so more fields are searchable? Br David Edited; This is both in lookup search, but for example, in lookup search, when I add a Products to Account, the Search function, does only search within the Product name, and not Product code or more fields. in attached files, "leads" are used in
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