More than 5 lookup custom fields
How can I create more than 5 Custom lookup fields?
Syncing Zoho Calendar To Googl
I followed instructions to sync Google and Zoho calendar's together by going to Settings > Calendar > Synchronize > Google Calendar. I checked both calendars and it only sync Google to Zoho (Google events showing up in Zoho Calendar). How can I get Zoho events to show up in Google calendar??
Reporting Hierarchy Help | Reps and Managers only see their teams leads
I am having a hard time understanding how to achieve this. We are using the reporting hierarchy (Rep reports to manager, manager to director) and we are doing this based on a teams location, they are all in different areas. We want them to only be able
Sent folder & inbox folder has disappeared
Since yesterday, The inbox & the sent folder has dissapered. Can access all received & sent mails from the "All Messages" link. But how to get the sent & inbox folders back ?
How to autoforward all the emails to my gmail id
Hi, I'm using the free plan of zoho mail. I've set up my own personal branding email here. (e.g test@abc.com) Now, I want to auto forward all the emails of test@abc.com to my gmail id test@gmail.com How can I do that?
Deluge Script Version control system
G'day, can you recommend an online source code control system (over the web) for the retention of older copies of Deluge script???? Liam.
Reassign Lead to New User After 3 days without hitting blueprint stage
I have a workflow that I will need to setup that im having a hard time figuring out. We have list of people who will need leads assigned to them based on a specific criteria (i.e. state/zip). If a sales rep does not convert the lead to a deal, it then
How to auto populate fields based on CRM Integration lookup
Hello, I have scoured the forms and tried multiple solutions but I can't seem to figure this very simple task. I am a beginner and am just learning Deluge so any help would be much appreciated. I have a form (Add_Warehouse) with an Integration field set to the Deals module in my Zoho CRM account. I would like to auto populate the following fields, from the Deals module, based on the users response to the field 'Import Details from CRM field' (Creator field link name: CRM_import). The module is
Unread in a specific folder search
I need to create a view or a search that finds all unread emails in a specific folder. I know under views there is the 'unread' messages, that is not quite what i need, it needs to be for a specific folder, not all unread. I also know you can click into
searchable field
I need to create a searchable field in my project. Here when I insert data in this field it'll provide options to display the data in separate tab. Here I've attached the file How can I create like this I was so confused. Plz help me Thanks in advan
Split transactions
Is it possible to enter a check that has two components to it (for example, part for rent and part for security deposit)? ALso, is it possible to enter journal entries (ie non cash transactions)? If the answer is yes to both, please explain how. Thanks
Request: Create Tasks based on picklist/checkbox selection on Task fields
I did search for similar requests but couldn't find any. We would like to trigger/create new tasks (or create tasks from task templates) based on picklist or checkbox selections on the Task fields.
Tips & Tricks #04: Configureer je e-mail in Bigin
Hallo allemaal, E-mail is één van de belangrijkste vormen van communicatie in bedrijven. Wat als je alle e-mailgesprekken van een contactpersoon of een account rechtstreeks vanuit Bigin kunt bekijken? Je kan je IMAP-account configureren met Bigin. Hierdoor
[Webinar] 7 BI trends to watch in 2022
Hi there, Some businesses are still reeling from the impact of the pandemic, while others are growing as expected—with some even outperforming expectations. Irrespective of the stage in which your business currently finds itself, one of the key enablers
Send Mail Merge from Zoho CRM via Zoho Flow as inline
Hi, we are currently investigatin on how to achieve the following: We do have 2 Custom Modules in CRM and we need to combine both data to be sent via e-mail. As we can have mutliple entry in the related Custom Module, we used a mailmerge template with
Field Changes
Feature requests: 1. System defined fields, like subject in Sales Orders. Allow us to add a tooltip, to give users directions of what kind of data they need to enter. 2. Add the ability to allow notes to be added to the layouts, like a sticky note. For
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Im getting this error on lexicon.language.school@gmail.com
Email event (like open and click) can trigger action, like update Lead-Status?
Hi there, I am wondering if there is a way to get the following issue I have automated: I often send out individual emails introducing my business to potential new clients, meaning leads. When I sent these emails, I created my own list of Lead-Statuses, and when I sent such emails, I change it from "Uncontacted" to "Contacted". What I would like for the system to do automatically, if at all possible, is for the status to go to the next stage, which is "Opened Email" when a lead does exactly that,
how to set up an integrated test environment for Desk and CRM
Zoho CRM has the sandbox feature, while Zoho Desk has not. The best alternative to a sandbox for Zoho Desk seems to be to create a dummy department (and name it sandbox or something) on your paid account or to use a Desk trial account. However, it is
How to Add Multiple Line Items to Purchase Order in Zoho CRM via Zapier.com?
Hello, I am trying to add multiple line items via Zapier.com to a Purchase Order but in Zapier it is not possible to add more than one product (please see screenshot below). Could you please tell me if/how this is possible? I want to add two items to
Lost scheduled posts
Hello - signed up for a trial period to get a feel for how Zoho works and I scheduled quite a few social posts. I've been downgraded to the free plan today and no longer can see my scheduled posts. Have I lost them? I didn't save any copies of the content
Subform JS SDK - Creator
Q1 I have a need to use an array data type in my widget, and most suitable seems to use a Subform. As multi select requires predefined fields. What other field could I consider when I need an array in my record? Also I have trouble working with SubForm
Unpublished jobs when status is lost/closed/win...
Hello, When we close a job (lost/win or similar), it would make sense to unpublish them automatically. Otherwise we continue to receive applications for it. Regards, Olivier
Analytics Components: Not all related modules are showing up in module selection
First just to be clear what I mean by "Analytics Components": in Zoho CRM, on the Analytics tab, adding a new Component -- those widgets you can add to a dashboard. We have Accounts associated with a custom module called Sales Records. (Because we just
Recording landing costs as inventory?
I am looking for some advice on my problem. I am purchasing stock and recording these as under Inventory Asset and I have the following enabled in preferences: - Inventory Tracking - Track landed cost on items When a sale occurs, the Inventory Asset account
Campaign Source Look up showing Inactive and Complete campaigns?
I have completed a bunch of our campaigns. When we are using the Campaign Source look up on a potential - the look up should only show active campaigns - we have over 300 in there. Can you tell me why this is not working? I would not think that you
Total Leads Per Month (Including Converted)
Hi All, I'd like to see a report that shows all leads received in the prior month. It seems like Sales 101 to want to know how many leads came in and how many were converted. I realize that leads that are converted become contacts, accounts and possibly
Time Created shown on Card is incorrect
The time shown on the Card appears to be in a different time zone than the time shown on the timeline. Also, it Doesn't seem to be consistent - some cards show the proper time and some do not. For example, I have one that shows it was created tomorrow!
Why can't I enter a Zero in Income account
Zero is a valid amount. This means there is no income for the period. Why is it that Zoho Books won't allow me to enter a Zero? What do you if there really is nothing to enter there?????
Shipping income loss
I'm creating a journal entry for Shipping Income but it's a loss so I need to input a negative amount. Why is Zoho Books not allowing me to do this. Keeps saying to enter a valid amount. A LOSS IS A VALID AMOUNT! How do I do this? What is the format
Custom Field data type limitation
Hi! There is a number limitation with Decimal custom fields, I can add more than 3 to Contacts module. But I can't change datatype for previous custom fields, neither remove some of them if are in use ... Is there any way to extend or remove the limitation?
Custom Fields Labels in multiple languages for PDFs
If I create a custom field for a Sales Order for example. Like the supplier number of the Sales Order. Then I want to show the supplier number for all Sales Orders templates, which I can do. The problem is that if I have templates in other languages,
Triggering launch of chat window from button placed on webpage
Hi. I've been using salesIQ for some time through the traditional installation method which has a floating widget which sits at the bottom right of our screen. At times, having the chat window in the lower right is a nuisance to customers if they accidentally
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
How to create event in Flow and link to a deal
I have the deal ID but no where to put it. I can create and event fine but it's just hanging out unconnected to anything. Is this not possible? Seems like it should be obvious but I don't see it.
How to get Zoho parameters within a Zoho widget?
I have a related list widget in my CRM that uses html to submit a file. <html> <head> <meta charset="UTF-8"> </head> <body> <form action="javascript:loadAPI(document.getElementById('fileSubmit'))"> <label>Upload a file</label>
How can you set a time range to an Analytics Component from the default Converted Leads report
I wanted to create an Analytics component that displayed all leads created in the current quarter by lead source. After recognizing that this only included Leads and not any Converted Leads, I tried to create a second Analytics component using the default
Skill Based Assignments
We started to use Skılls Based Assignment. After implementation started , We observed a small problem. If Customer re opens the ticket after a ticket is closed, Ticket goes to another technician as a result of Skill based assignment. ( This is the nature
search part of the number in title not working
Dear Sirs I am naming the titles of my notes so they start with date as follows 010122 (for 01.01.2022) - but when I try to search with 0122 (to list all the notes with that term) - I get nothing. Please help and fix this - this is the only reason for
Trigger a Task when sending an email
I like the email integration in Bigin but cannot use it effectively without a Task being triggered when sending an email. For example, I currently use a Gmail extension called "Mixmax" wherein I can send an email and have it notify me at a designated
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