Zoho Workflow does not work since 2 week ...
Hi everyone, I have a workflow in the CRM which : - when a person complete a form (zoho form), a lead is created and a tag "Form Site Web" is added - when a lead is created or edited, if tag = Form Site Web, then - send an email As you can see in the
is Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can see
Stage Charts not working?
Anyone else have this issue where stage charts don't work as advertised? Tried playing around with this for awhile, but no luck: Before it looked like this:
Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultant
Function to get & update Price Book discounts
I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info
Automatically Update Potental(Deals) amount from Estimates
Hello! I need to have Zoho CRM automatically update the Potential(Deals Module) Job amount when an Estimate is created in Zoho Books with the total amount of the estimate. I have been tinkering with the automation and coding but I am having difficulties getting it to work. I've scoured the references online and I cannot seem to get it to work. Is this possible with automation and Deluge? I'm having difficulties with the Deluge language. Can anyone help explain how one would accomplish this task
Introducing Zoho CRM's all new email configuration
Last modified on Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along
Product_Details causing error when using createRecord
I am trying to setup a function to generate a Quote document from the information provided by a Deal document. However I can not seem to figure out how to format the map for the product details properly. The error received: Function executed successfully
Exchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
Tasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work. I have Zoho CRM and Zoho Projects integrated. I can create
Can I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?
Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
Workflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
Feature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
CRM function to download file from File Upload field
If a file has been uploaded into a File Upload field, is there a way to download it? I found this in relation to Creator: URL format to download a file A file stored in the file upload file can be downloaded using the following URL: https://<domain>/<account_owner_name>/<appLinkName>/<reportLinkName>/<fieldLinkName>/download/<fileName>
How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so that
Give permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records that
Is it any possible to disable/hide the add row option of subform in CRM.
Hello Team, Is it any possible to disable/hide the add row option of subform in CRM.
CRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to get
Users don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.
Where are my sticky notes
HOw to recover sticky notes.
WhatsApp Accounts is not showing when trying to integrate in zoho CMR
Hello, so we wanted to integrate our Whatsapp Business Account in zoho CMR. Our Meta BM is verified, and the WBC is added to Accounts, but still Zoho CMR is not seeing it. Don't take in consideration the account that appears because it's a tentative try
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.
Customized profit and loss
Is there any option to view profit and loss filtered by reporting tags?
Sync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,
Leads Converting to Deals Issue
Hello, I am trying to have my leads convert to deals. In leads, I have the contact look up required, so I do not need any name field in leads. However it says last name is a field that cannot even be modified, the settings dots are greyed out and cannot
Zoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sending
Timesheet option in zoho crm
Timesheet recording is very crucial for every business to keep a better track on their processing team so that they can understand exactly on which job their team is spending most of the time. Over the pas few years zoho crm has made signification improvements
Feature Request: Send Email to multiple emails as group email
Hi, Currently, When using the send email action (Via Workflows, Blueprint etc.), The emails are sent to each recipient separately. Do you plan on adding a feature to send automatic emails to multiple emails as a group email?
Automate Capitalize first word for all fields in a module
Hello! I am looking for some way to automate everything someone records a contact (module). Even if it's being recorded in all lowercase letters, the contact will be visible as the first letter of each word in uppercase. Any suggestions?
Notes from one module to another
I have a module called "Potentials" which when the status changed to "Closed-Won" will be automatically converted in to a "Patient" (Custom module) using a custom function. I need to move the notes from the "Potentials" record to be moved to "Patient"
Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there
How To Change Zoho Search Shortcut In Zoho CRM
When using Deluge script editor inside zoho CRM it is very annoying when i want to use the famous Ctrl + / shortcut to mark the row(s) as note and the zoho search is suddenly opens. Is there a way to change the shortcut?
Custom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.
Converted Leads are not counted in Dashboard Components!?
Take a lead component like this: This is always inaccurate because no lead components in the dashboards appear to include converted leads. So even a "Leads Aquired this Month" isn't accurate. It's crazy! This particular component does a comparison against
Remove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!
How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sure
Filter API
Hi, I gave my supplier an API so he could send me leads directly to the CRM, now the supplier wants also to see what is the status of the lead by API. How can i give him an API so he could get only his leads and not other leads in the module ? Thanks
Im Stuck in an EDIT ONLY WITH WIZARD issue
So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
Zoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/children
Next Page