Add approval process from workflow inside forms or reports field
How to add/Enable approval process inside zoho asset tracker Work flow .As I can not able to see inside workflow.
Lead to contact converted time
Hi, I am using ZOHO CRM and Analytics for the custom reports. I've been trying to create a report which gives us information about our Leads to Contacts Conversion by Lead owner - but in some kind of time period (this month, last month...) I've managed to create a "All time" report, but I don't understand which filter I should use to filter out a relative time period. Is there anything as "converted time" filter?
Enable agent menu in setup module
Hello Team, I am new bie in zoho crm I want to enable agent menu under setup module Can you guys please suggest me how can I enable it or is there any configuration for it? Thanks in advance
bottom up target setting
Before Zoho, our org used a hybrid top down-bottom up sales target setting process. First step involved looking at our individual accounts and/or service lines across various sales managers and estimating likely business that would be pursued in the coming period. Once that first pass was done, we went back and set top down targets across various territories. Does anyone have some good advice as to how to accomplish this in zoho. I've been playing with Territory Forecasts, but the process seems
Report for Historical Forecast Pipeline Deals
I am hoping to track the historical sum of Pipeline Deals from Forecasts for a particular day in the past. I don't think this can easily be done but this would help me compare the expected pipeline over time and make business decisions whether we have enough sales coming. Its easy to see the current number in the forecast module but the history seems more challenging. From a visual standpoint, in a graph, the y axis would be Forecast Pipeline Deals sum and the x axis would be dates. Any ideas?
Where to find Zoho CRM demo database
Hi I'm very new to Zho CRM and would like to know if a demo database exists. A file I could import in my free Zoho CRM edition in order to see what leads, contacts, deals,... look like when it's full of relevant information. Does it exists ? Fabrice
Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. Go
Display fields in Zoho Creator from Zoho CRM
I would like to populate a database in Zoho Creator with fields from Zoho CRM. I know I can include some standard fields through the "Integration" but I have other customer fields in CRM that I would like to include in the database. I would like to display these fields in a report and trigger workflows based on fields changes (in Zoho) which would also change Creator. If deluge is required, syntax would help as I'm not a developer.
Zoho Sprints - A walk down the memory lane of 2019
Have you ever traveled back in time to run down your sweet old memories? Well, everyone would have. We are here with one such memory of Zoho Sprints. This year has been a productive one with a mix of new features and estimable enhancements. By turning the pages back in months, we have got some interesting updates that we ended up delivering in 2019. Here's a glimpse of it. That's our 2019 album for you! Get an extensive knowledge on all the new features and enhancements in our what's new corner
Link Different Dashboard
Hi, Is there a way to navigate from one dashboard to another, ? Thanks
What does Zoho CRM respond to zoho.crm.getRelatedRecords if files are not attached?
I can get attachments info by respond = zoho.crm.getRelatedRecords("Attachments","Invoices",ivId); I just want to know if record is not attached any file, what does this function respond? I try to check this with 'return respond', but nothing displayed. Thanks in advance, Kunio
Breaking Change Related to Time Entry APIs and Webhooks
Dear Zoho Desk API users, This is a heads-up about a breaking change coming up soon. This change impacts the responses to time entry APIs and webhooks. Read on for more details. Currently, time entry APIs/webhooks related to contacts, accounts, agents, calls, tasks, and events return the string value "null" for the associatedTicketId key, if there are no tickets associated with them. We have planned to change the string value "null" to just null, to denote that there are no tickets associated.
How to copy email TEMPLATE that is in LEAD to CONTACT?
Without creating them all over again, is there a way to copy templates already in Lead to Contact...? So We can have access to them, while in contact mode...? Tks! Moderation Update: Cloning of the email templates across modules in Zoho CRM is available.
Zoho Desk Emails & Advanced Web Forms Not Appearing in Desk
I am attempting to configure and test the desk feature. I have sent multiple emails to our two different DESK (department) email addresses. None of the emails I have sent show up in desk. I have checked every ticket type and department, nothing is there. Additionally, I have also created an advanced web form under one of our departments. After embedding that form in a site and filling it out and clicking submit, no ticket was ever created in Zoho Desk. Finally, even if I create a ticket manually
SQL QUERY
The length of the sql query parameter is longer than the required length. What can i do to fix it?
List View Customize Fields
Hi, is it possible to customize and add more fields to be displayed in the List View? Something like this:
BACK OF MY CRM
I HAVE SEEN EMAILS OF AN UPGRADE???? I AM NOT TECH SAVY SO IS THERE GOING TO BE SOMEONE TO HELP ME AND/OR DO I NEED TO CALL A COMPUTER IT GUY AND PAY THEM 500.00 TO HELP ME WITH THIS REQUEST? SIGNED - UPSET CLIENT? IHAVE BEEN CALLING AND NO ONE RETURNS MY CALLS. 951-490-3992 HELP!
How do I change the chart type in my dashboard?
I want a bar chart for 2018 and 2019
Sending mail between 2 different owned domain inside Zoho does not work.
I own 2 different domains, that I have validated in Zoho. I have no problem using any of my 2 domains when sending mails between the same owned domain addresses and between owned domain with any external domain. Example: Consider I own domains <company_name>.com and <company_name>.net. Sending mail from test.sender@<company_name>.com to test.reciever@<company_name>.com works fine, as well as sending mail between test.sender@<company_name>.com to any.reciever@<gmail or any other>.com and does work
Cannot receive emails Australia
Everything was working before today. Nothing changed on options or settings etc. All of sudden, we have no emails coming in, not even spams. We have tried sending emails, seems working. But still cannot receive any . Used gmail, hotmail and webpage to send emails, but none of them can be received. The only emails you can receive are the ones sent from the same email account, namely you send to yourself. Please address this issue asap before we move to business plan.
Using Formula Field with a Lookup Field
Hi all! I have a form with a "Job ID field", a "Client" field and a "Job Title" field. The "Client" field is a Lookup field that pulls from a client database form. I made a new formula field to merge all of the information in an easy to read format for other forms. The expression is this: Job_ID + " - " + Client + " - " + Job_Title But what I get is: Job ID - XXXXXXXXXXXXXXXXXXX - Title Instead of the Client field from the client database form I get the 19 digit ID of that entry instead. Is there
550 No Such User Here - No Address Found
Hi, I have updated my MX already but I am receiving a : The response from the remote server was: 550 No Such User Here May you please help what is still the problem? I have tried already the suggestions in the other topics but it seems to be not helping to me. Thank you and hoping for your response.
Customer name in subject mail
Hello, I can't insert customer name in subject line, I insert $[FNAME|Subscriber]$ but I read FNAME in the mail arrived. Of course, all customer data are filled in and mapped What am I doing wrong? Thank you
Differentiate between duplicates
We are an event management company and have two venues under our control. When we receive inquiries we often have people interested in both venues. Each one needs to be treated separatly as we could lose one and win the other. When we come to searching for the lead we will have two options come up. My question is twofold. 1. How can we differentiate between the two on the drop-down when using the search tool as lot of time is wasted checking each one for the venue name. 2. Can we alter the background
Professionally Designed Website Templates
Build beautiful and professional websites for your business. We now provide templates designed for specific industries such as real estate, finance, restaurants, health care, interior decoration, and photography. We also provide single page sites for you to use as promotional portfolios. Templates come with headings and filler content relevant to your industry. Visit our blog to learn more.
Error 304
Hi team, I'm creating a custom widget to basically capture data by making API's calls to external application. I keep getting 304 status code on my console, even after clearing the browser cache..etc Is there a permanent solutions for this, please? Thank you!
Inventory Location/ Custom Field on Receive.
With Zoho Inventory, when a Purchase Order is received with a series of items, the number of steps to see and or update information on the item in our case a custom field for the physical storage location adds a lot of extra steps. Would it be possible to have on the receive interface, custom fields or if a location system is in the works instead of custom fields, have that information there as well?.
5.2.3 MailPolicy violation Error delivering to mailboxes
Dear Zoho Mail Support, seems like there's something blocking the email delivery from my domain only. I'm using WordPress and Mailgun for sending emails to carolina@agenciamochi.cl but doesn't work. I've already add the domain to de whitelist and MX records, SPF and DKIM are correctly configurated. Can you help me with this?
How to Deal with Whitepapers
Hello I am looking for a way that I can add Whitepapers to Zoho Sites where the visitor has to provide required details to be able to download a Whitepaper such as Name, Email Address, Company, Number of Employees etc. I can use Zoho Forms but there is not CMS to be able to create a link to the document. Help!
Zoho Integration with QuickBooks Online
Hello I have been doing lots of searches and cannot seem to find a complete solution to integrating Zoho with QuickBooks online. I have found the QuickBooks Web Connector, but I think this is for desktop quickbooks. If my telesales team are using Zoho and the customer would like a quote, I would like them to create a potential in Zoho and for this to trigger an estimate in QBO. If a customer is amended in Zoho I would like this changed pushed into QBO. Do I need to use the Zoho API and QBO API and
Subsidiaries vs. Head quarter ?
Hi, I am studying the use of Zoho CRM for our companies. We have 10 subsidiaries linked with the head quarter. I am not interresting in having one Zoho CRM account for each subsidiary. One commercial user can have accessed to customers and contacts from one or two subsidiaries. A customer, a contact or a prospect is handle toward one subsidiary. Can i use "Sector" and "Hierarchical sectors" to organize our companies ? Thanks, Patrice
Thumbnails / Previsualization on the attachments related lists
It would be nice to see a small preview thumbnail for images, and maybe other document types, attached to any record. Also next and previous buttons when previewing the documents attached to browse across them much faster.
Importación de otro CRM con fecha de creación de origen
Hola, trato de importar información desde un archivo de otro CRM, pero me importa todos los leads con la fecha de importación y no respeta la fecha de creación real, me podrías orientar, gracias
Problem Adding SubForm rows via script
Hi there, I am having problem adding SubForm row via script. Scenario : Create_Hotel is the main form 1˚ subform : Create_Season (each row is a season, like "low season from... to...", "high season from.. to..", etc.) 2˚ subform : Create_Rooms (each row is a type of rooms in the hotel and for each type of room I have to copy in the field Create_Rooms.Season_room the value from Create_Season.Season. Same for Create_Rooms.rate_from=Create_Season.from and Create_Rooms.rate_to=Create_Season.to) the
Window type in Search element is changing automatically
Task 1: Created a Search Element in page. Did set a criteria in Filter Chose "Same Window" to open. Result: It was working fine. Task 2: Wanted to change criteria in Filter. Went to Search Configuration. Changed the Criteria in Filter. Problem: "Same Window" which I chosen previously is changing back to "New Window".
Always getting Access token expired error generating the Access and Refresh Token from Grant Token
I'm working to migrate our API integration in C# from v1 to v2. I've added my Client Id but always I get the same error executing the GenerateAccessToken method to generate the access token 'Access token expired'. I've set the time to expiry in 10 min. Any idea what should be other reason to fail? I'm using aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL in scopes.
Marketer's Space - Notification Settings - For opt-in
Hi, In the previous post, we discussed setting notifications for campaign reports. In today's post, let's see how to set up notifications to receive information about contacts signing into specific mailing lists using signup forms or APIs. Let's explore the feature with a user scenario: Zylker, an online store, maintains separate mailing lists for different product categories like electronics, apparel, and so on. Patricia, the marketing head, needs a monthly report of contacts opting in to different
Speaker/Sound output Selection in Cliq
Our company uses headsets during our online meetings but not being able to select the sound output with Cliq makes it unusable for our meetings since we don't want the meeting audio coming to our speakers. Are there any plans to add sound output selection in the future? If so what time frame would this most likely happen.
Count days client is customer
Hello, I have a business in which it's very important to calculate how many days a customer is client with us. I created a custom field in Clients with "Start datum" in which the starting date is collected. How can I create a field in Clients which displays how many days this client is a client of us. And obviously, when "End date" contains information it should count only until that date. I have very limited coding knowledge! :) Thank you for your time.
Opportunity to Deal
I am planning out my workflow from Opportunity to Deal. The way my flow works it would really make sense to have what is now a Lead module be the Opportunity module until the 'deal' is closed at which point it should become a Deal. However the Deal module is really setup to be an opportunity module. Since the CRM won't allow me to switch the names completely I would like to uses the Stage field in Leads until it moves to the Stage moves to Closed Won at which point I would want to use the Deal as
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