How do I add multiple contacts in a deal

How do I add multiple contacts in a deal

How do I add multiple contacts in a deal

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    • Why can't we associate a contact to mulitple accounts?

      This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

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      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

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      I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Delete Unactive Users form Directory

      Hi, how to delete all unactive users ?

    • Manual Journal entry problem

      Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me

    • Changing Related Modules in a Report

      Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com

    • Is there a way to limit/turn off unlimited Version History?

      We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?

    • ZOHO One Webinar Functionality

      I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The

    • Avoid None option in List Custom Fields

      Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is

    • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

      I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

    • JavaScript or iframe embed with transparent background

      If I have a form with transparent Wallpaper, it appear great on my website by using my default background. However, using Zoho Forms SAVE button, the user is directed to Zoho Forms managed page and a blank background. Alternatively, I can include a Wallpaper

    • Emails and Kanban for Portals

      There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.

    • Custom sorting Axis in a Heatmap report

      I have a heatmap and want to sort the order of the axis in a custom priority order - is this possible ? So I want the priority to be "New, Urgent, High, Medium, Low, Not Set, Unknown" Can I set this manually ?

    • Greylisted, try again after some time

      Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost

    • The 3.1 biggest problems with Kiosk right now

      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

    • Zoho People down

      Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced

    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

    • No Zoho Support on the weekends or after hours?

      Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,

    • How do I overcome the 800 transaction rule limit?

      I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please

    • Search functionality in Vault is very poor

      Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly

    • 👋 Pessoal, como está sendo sua experiência com ferramentas de produtividade?

      Percebo que muitos usuários de soluções como Google Workspace e Microsoft 365 acabam enfrentando desafios quando pensam em migrar de plataforma, especialmente por conta de multas contratuais ou até pela complexidade em adaptar as equipes. Além disso,

    • Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

      Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

    • Parent - Child Ticket Twins

      I think i maybe losing my mind. Are these two completely separate parent-child ticketing functions? I think I remember adding a plugin years ago and I think I also remember seeing something about parent-child ticketing in a release notes being added.

    • Can the Comments from approval process be posted onto a module field and not on the timeline?

      I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on

    • auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

      auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

    • Is there an ability to keep the status field unlocked while having an active blueprint?

      Hi. Is there an ability to keep the status field unlocked while having an active blueprint? Here is the case. We have a transition let's say "Ask to the customer" When we do this transition the Status is switch to "waiting for customer" But if for exemple

    • Rename Category and Sub Category fields

      Is it possible to rename the field labels for Category and Sub Category - if so can this be done at layout or department level ?

    • Thoughts on users being able to create Zoho accounts?

      For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.

    • Deluge should permit a connection to be set with a variable

      Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

    • Bcc option in "new ticket --> send as email" disappeared

      Is it just me or did the bcc option disappear in the "send as email" option of new tickets in desk? This is very inconvenient.

    • Automated Intercompany Transaction

      Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies

    • change subscription within customer portal

      Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.

    • How to Automate Form Creation and Workflow Setup in Zoho Creator?

      Does anyone have ideas on how to create a form workflow that can perform the following functions automatically when a new submission is received for the existing form? Create a new form and report Create a new page Generate a new form workflow for the

    • How can i use edit url in the html snippet dynamically using parameter ? after clicked on that value

      after clicked on that value ..  How can i use edit url in the html snippet dynamically using parameter ?  for each record their corresponding record will open..  Can we have sample url for the same ?

    • Sales without Invoice refund

      I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance

    • Updating sum of subform

      I encountered another problem for updating of sum of fields in a subform. on a main form (Make_claim), I have a dynamic drop down (approved_budget_purpose) list to which filters the the items display in a subform (expense_claim_history1). In the subform,

    • IP Addresses for Whitelist

      Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

    • Ability to rename community tabs as own preference

      Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an

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