How can I change the field on which Leads match to Contacts during conversion?
The default field that it matches on seems to be account name. This is not working well for us and resulting in more than 10,000 duplicate Accounts. I would like to change it to match on a custom field I have. Where do I go in the settings to configure Leads module to match to Accounts module on a different field? I should clarify the question. When a Lead is converted to a Contact, CRM attempts to match both Account and Contact. It is looking for an existing Contact based on email address, which
Emails Tab Not Showing for User but shows up for Admin
The user is accessing Zoho through a browser on a tablet. In Modules and Fields settings, I have 'Displayed in Tabs As' is Emails, Module Name is Emails, 'Shared To' is All Profiles. When I hover over Emails and choose Module Permission, it shows administrator and standard. The user who is not seeing the Emails tab is set up as a Standard profile. In Security Control, the Standard profile shows Emails is On and can View. Send Email Permissions for Standard are all on. Why can't the user see the Emails
Custom Field
Hi, We want to programmatically create new custom fields in Contacts module via API. Is there any endpoint on the API where we can do this?
Calculating Time Passed
Hi, I collect two fields - a date field and time field. I have a workflow to load a previous record and loading the previous dates into the current record. How could I combine the two and determine the time passed between them? Current Date: Current Time: Previous Date: Previous Time: Ideally, I would like to do break it down into hours:minutes. Thank You Chris
Delivery note to a vendor
Hi, We have to send goods to a vendor as we require on of its service. As part of the process, this vendor requires a delivery note / Packing slip with the goods we are sending. This is part of their quality process. As we are building a purchase order, we don't see a way to create a packing slip. How can we achieve this to fill our vendor request ? A great improvement would be to have the Packaging feature found in Sales, also in Purchases. Or have it independent :) Thanks
How to access a different workbook in a different folder using VBA
Hi I have an sheet application written in VBA. One of the tasks is to import data from another workbook . The workbook containing the data is in a different folder ( both on the cloud ) ( relative path is ../Dir/Workbook ) . How can this be done using VBA in sheets.
Subcontracting?
I know how to enter bills from subcontractors/vendors, but is there a way to apply that expense toward a project in the time tracking module? I also know that you can enter a vendor expense against a project, but a couple of my vendors send me invoices that I want to be able to track as payables and presently, if I do that, I can't associated that expense with a project. I wouldn't think it would be too difficult to add that option.
Mobile page not loading with zoho webform
the page with the Zoho webgform doesn't load on my iphone if anyone can help id be so grateful thanks https://freshnous.com/fresh-fit-customer-persona-toolkit/
App won't update new signature
Hi, guys, how r u? Before anything: I love Zoho Mail, have been using for many years now. One problem, though: I changed my signature on the desktop webmail a couple of weeks ago. The app hasn't updated the signature. What should I do?
Australia and New Zealand Community Meetups - Round 1
Hello everyone, We have got some email marketing tips and tricks up our sleeves for 2020! Our product experts are coming to a few of your cities from February 11 to February 20, to meet and discuss email marketing and Zoho Campaigns. Cities: Auckand, Christchurch, Brisbane, Sydney, Melbourne, Adelaide and Perth The Agenda: We'll be discussing how: - Email functions in the age of contextual automation. - Consistent and personalized email designs are made. - E-commerce email marketing is a
Tip #11: Descubre datos relevantes de tus ventas usando los filtros avanzados
Tips and tricks #11, adaptado de Vaagdevi ¡Buenas, usuarios de Español Zoho Community! En el Tips and Tricks de hoy, vamos a comentar cómo podemos usar los filtros avanzados a nuestro favor. Para ver los tips and tricks de CRM anteriores, puedes acceder a través de este enlace. Tip #11: Descubre datos relevantes de tus ventas usando los filtros avanzados. Los filtros avanzados son una vía para indagar en la información almacenada en el CRM, y sacar de ella información valiosa en poco tiempo. Por
Zoho for Real Estate. Is it possible to automate matches between buyer preferences and houses?
¡Hola! Esta funcionalidad es fundamental es la gestión de bienes inmuebles. No sé si es posible hacerlo con zoho. Por un lado tenemos un módulo de casas con campos para describirlas, por ejemplo, habitaciones, baños, superficie, etc. Por otro lado, tenemos compradores con sus preferencias, como baños, superficie, etc. En este momento tenemos que establecer a mano las relaciones que los compradores encajan con las casas. ¿Existe alguna posibilidad de que cuando ingresemos en la lista de la casa aparezcan
How to change language on demand
I have a toggle button on my site. What i am trying to do is to be able to switch between languages with a simple toggle button. The function works as expected but it does not do anything to the chat button. The language doesn't change. Do i need to refresh the button? Or what is needed to do to accomplish this Here is the code function cambioIdioma() { var checkBox = document.getElementById("toggle-switch1"); if (checkBox.checked == true) { $zoho.salesiq.language("es");
Blocking of Incoming Domain Restriction by wildcard
Hello, If a spammer from the domain abc.com sends spam from different subdomains of abc.com, I should be able to block that entire domain and not have to block each by subdomain. For example, blocking domain abc.com does not block viagra.abc.com or pills.abc.com. I have to enter each one individually. Therefore, either entering abc.com as a blocked domain should block everything including subdomains, or I should have the option of entering *.abc.com. However, entering *.abc.com throws the error,
Mis correos llegan a Spam solo en Gmail - validado SPF, DKIM - no estoy en lista negra
Buenas tardes, su ayuda por favor, mis correos de mi cuenta en zoho llegan a Spam en correos de Gmail, ya verifique mi dominio y no esta en lista negra, verifique dominio , SPF, DKIM y demas en Zoho pero siguen quedando los mensajes en la carpeta spam de correos de gmail. Gracias Att. Giovanny
Web to case localization
Hello, We do business in a bilingual country and we need to add a web-to-case webforms to our website. Can I use the same form for both english and french with localization settings (translation) or do I need to create two separate forms? I cannot find any information about this. In the case of using two separate forms, this will create doubloon in my data for my multiple choices field (one word in French and one word in English for the same actual choice) and affects our statistics and report capabilities,
Zoho Creator : Dowload file uploaded with Upload Field of a Form (private or restricted access)
Hello, I'm looking for a way to access the data (file) uploaded through the File_Upload field of a Zoho Creator form. Then, I would like to upload this file to workdrive or any third application. I succeeded getting the data with a public URL : "https://creator.zoho.eu/file/<app_owner_name>/<app_link_name>/<report_link_name>/REPORT_ID/File_upload/download/<view-perma>?filepath=/ZOHO_INTERNAL_FILENAME;" So I can post it to workdrive of any other third party application. However, this means that all
Ability to easily see which Emails in Record's Related List have attachments
Instead of having to open each email up individually in the CRM record's Email Related list, I would like to see if there's a way to add a paperclip icon (similar to Outlook), so that we can see at a glance which emails have an attachment.
imappro.zoho.com and smtp.zoho.com are down/unreachable
I'm unable to send or receive zoho mail using an external client - please can you check the services are working... mail.zoho.com - the web interface appears to be fine.
CUSTOMER EYE AND SALES FORCE NOT MAPPING IN SYSTEM
Dear team customer eye and sales force not mapping its kindly urgent basis !
Spreadsheet
Is their a way to set up alternate colors (by row) to give the spreadsheet the look of a check register ? Thanks, Bruce
Problem while publishing report in Website
Hi, I published a report and used the embedded code in the website but I'm unable to view the report in the website. Please check on this and do the needful ASAP. I've attached the screenshot for your reference.
Can not get refresh token
Hi all, I used this link to get token: with scope: ZohoCRM.modules.all https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code But it show: Server error occurred pl help me this problem. Many thanks.
QA Mode not showing changes as Editor does
Hi, I have an A/B test for mobile in draft mode. I have created the variation and I can see it is applying the changes correctly when checking using the Editor. Problem is when checking using QA mode. In QA mode the changes are not applied to the variation, even after I select the variation on the QA mode box, set the Audience Segment to mobile. So, since at the editor is fine, but at QA mode the changes seems to not be applied, I can't start the test because I don't know if the variation will
Assigning tasks through workflow and blueprint is user specific
Hi, We have defined a very detailed process in our blueprints. In the course of our sales process, the lead passes through calls from our sales rep, our financial analyst and then our manager. We usually assign the lead directly to the manager from the start, and assign tasks to the rep and the analyst. This works fine because we have one rep and one analyst. The problem is once we start having multiple analysts, for example. In blueprint, you can only assign a task directly to a specific user, for
Adding a 'Lookup' field (but no lookup field option in 'New Fields'
I'm trying to add the 'Parent Account' column to search results for 'Deals' and it appears this may need to be set back in the Settings > Customisation > Modules and Fields > Modules > Deals > Fields however when 'Create & Edit Fields' is clicked, there is no 'Lookup" field option on the left that I can drag in and associate to return the parent account from the account name. Is this not a thing that can be done?
Page - Element - Data
Hi, Is there a way to take the data from two elements and make a 3rd? For example, Element takes the value of a table for the last month. Another Element looks up a price for the month. The 3rd element I want to multiple Element 1 with Element 2. Another example is Element 1 is yesterday number and Element 2 is today's number. I want element 3 to calculate the % increase or decrease between the two.
Display Module related to Accounts on all Contacts at that Account
I'm a total Zoho CRM beginner, I'm currently in my trial period trying to figure out if Zoho CRM will do some of the things I want it to do. One of those things is displaying a custom module (TradingAccounts) related to Accounts on the Contact screen for all contacts who are part of an Account who has TradingAccounts. All of our customers are Farmers who trade commodities (TradingAccounts) with us. So if I have 3 contacts all at the same account (Farm) and that account has 5 different trading accounts,
Setting up multi-level approval
I am trying to set up multi-level approval for individual users and expenses based on the amount of expense. I can do it for reports but for individual users and expenses the system does not give me the option to do so. How can I add another level of approval for users?
Automatically populate fields - Job openings
Hello, When we create a new job opening, we have to fill in the form so we do select a client (an if he is already registered in Zoho Recruit, it would appear in the list). In that case, it would be very nice to automatically populate some fields coming from the clients page (ie : city, post code, sector, or any other field coming from the client page we've decided to link with job opening page's fields..) And if the pre-populate information are not the correct ones for the role (ie location of
Insert Value on "Add New Row" in subform
I have a need to input a date value in a row as soon as as its added in a sub form, see below Link to Form (with subform in it) When I click add new in the sub form, I want the date field to be populated with the next day in sequence, based on the previous record. Which in turn will make the "Day" field value +1 of the previous row. See the attached screen shot of what I'm trying to accomplish. Any help would be greatly appreciated
Outgoing calls
in zoho crm is it possible to change the call owner of an outgoing call
How to open a pdf file of a view in preview mode?
Dear All, As you can see from the image below, I have an upload file field in which I upload some pdf files. I would like to ask you, is there any way in the view (like below) to open these PDFs in a preview mode? Because now, when I click in the file then Zoho always downloads it. Is it possible to have a preview mode? Maybe with custom action and Openurl??
Lookup - By Two Fields and Sorting by Earlier Dates
I have this lookup. It works except for I can't find a way to ensure I get the date that is previous to the current date. tlRecord = Daily_Water_Gauges[Lease_Name = input.Lease_Name && Meter = input.Meter] sort by Water_Gauge_DateTime desc; input.Previous_Water_Gauge_DateTime = tlRecord.Water_Gauge_DateTime; input.Previous_Meter_Reading = tlRecord.Meter_Reading; Any suggestions?
No puedo enviar ni recibir correos
No puedo enviar ni recibir correos a ciertos dominios de empresas y personas pero si a dominios de outlook y gmail. Algunos contactos me dicen que al momento de enviarme un correo a ventas@grupodaxis.com les rebota el correo y no me llegan. Me aparecen los siguientes mensajes: 4.1.8 < ventas@grupodaxis.com 4.1.8 < ventas@grupodaxis.com >: Dirección del remitente rechazado: Dominio no encontrado El remitente (grupodaxis.com) no tiene registros DNS A, AAAA o MX. Ya verifique que los dominios esten
Importing to same table with differing data sequencing?
Ok, this might be a simple question, but say I’ve created a Table of Monthly Sales (columns) by Customer number (rows). If I have the same 50 customers for a while, so 50 rows, but then I have an import with only 48 customers, or 48 rows, how or will Analytics pick up and place the sales data in the proper customers row and place a 0 in the row(s) where no sales data is for that particular month? If it didn’t then the sales data would be placed in the wrong customer numbers.
Pulling in Attendance Information
I'm trying to pull in daily attendance hours from Zoho People into Analytics but it doesn't seem to allow for that dataset? I'm working on a dashboard that will allow me to compare time logged from tickets and projects to an employee's actual attendance time. Thanks, Scott
Group email address not receiving emails
I had a group with an email address that used to work and has now stopped receiving emails. I wiped the group and re-created it but still no joy. Here's a screenshot: Any ideas?
Automatic tax rate for each product line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct this
Gmail sync for existing candidate emails via label folder
Need a feature wherein old profiles from my Gmail (G Suite / Google Apps) mailbox can be easily synced to Zoho Recruit. 1. Zoho Recruit would add a label in Gmail called 'Zoho Recruit'. 2. I place emails in this label/folder. Any such email from a new email address would be automatically created as a new candidate in Zoho Recruit. Freshteam has this feature. https://support.freshteam.com/support/solutions/articles/19000070840-syncing-gmail-with-freshteam It's by far the easiest way of bulk adding
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