Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRM
Can I remove "Subject" from a Quote?
Hi everyone, Is there any way to remove the Subject field from a quote as we have no use for it so usually end up just writing junk in there that doesn't have any relevance to the quote. It doesn't let me edit the field to change it to auto number or
convert lead default to create deal/potential
100% of my leads that convert need to map to both a contact and a deal. Right now the convert screen default is to create only a contact but not a deal. How do I set the checkbox to create a deal by default so I don't have to check that box every time? Today I was in a hurry and failed to check the 'create deal' box. As a result the lead did not convert to a deal (only to a contact). Now I've lost data that was supposed to map to the Deal. I have an email copy of all the data so I can manually
How can I add a condition on a automatic flow in a Blueprint?
Hi All! I am looking forward to automating some transitions in our current workflow based on follow ups. The thing is that our contacts have multiple languages, so I would like to send an email notification template based on the language (a field in the
Workflow rule to update a field in an associated record is failing consistently
Hi All, I realised today that we are having the following issue. We have a workflow that needs to update to fields based on an action. One of these fields is in the same record (Deal), is associated with a blueprint stage and is being successful every
What are my options for integrating with mobile business phone
We have a business consisting of 2 contractors who are on service calls during the day. They will have tablets and cell phones for accessing Zoho. We have one mobile phone# as our main (and only) business phone. I would like all missed calls to be logged in Zoho CRM. What are my options for accomplishing this? I was looking at Telephony providers but we're not brick and mortar. Is there an app for the contractors personal mobile phones that will handle incoming and outgoing calls using my business
Automatically adding country code to 'Phone' field in CRM
I'm having some trouble getting this to work - https://help.zoho.com/portal/en/community/topic/custom-function-7-add-country-codes-to-contact-numbers I have (as far as I know) set up the 'action' correctly and then created a 'workflow' to run this whenever
refreshing access token automation
hello I am developing a backend using nodejs, I want to automate the process of refreshing access token, can anyone guide me please I tried a way using callback but for every api-call to crm I have to a do a callback to get a new refresh token(for example
How to show custom fields from one module to another
I am using Zoho CRM... I have changed the layout of my fields to suit the UK. So for example in "Accounts" I changed province to "County" Now when I add the account to create an invoice and enter the account name then it fetches fields from the account like City automatically from what is entered in the account. Because I had to delete the province and make a new single line field called "County" it is not showing the custom field. I have made the same field with the same name "County" in accounts
Blueprints and Canvas
Hi, Im having a bit of an issue with canvas, when add the blueprint it requires a certain amount of display space, can I bring this to back and add buttons or fields above this element or am I stuck with a blank space?
CRM Developer needed for a small project
Hi, We are a small business planning to provide disability services in early next year. We need a developer to do bit of customization in CRM and then integrate it with Zoho books at this stage. Please share some good developer's contact details. We
Deals data (not) loading
Hi. I cannot see any detailed information for Deals, contacts etc because they all show as loading. See image. i tested in another browser and/or clear the cache/cookies but dosnt help still showing loading..... this effect all the accounts. how to
CRM Archive Contacts, Leads & Accounts
https://help.zoho.com/portal/en/community/topic/archive-contacts-leads Zoho - was progress made on this? The convo was locked and the link for updates at the bottom of the thread does not work.
Trying to run a formula based on a checkbox
I am trying to run a formula that only runs if a field is checked. Basically, if the field is not checked I want the formula field(currency) to be $0. If it is checked I want it to run a calculation based on another field. I have tried: If(${Sales Orders.Commissionable}==0,0,If(${Sales
How do you set up a workflow to trigger when a field is changed
I've created this workflow, which is supposed to create a task whenever one of those three fields is changed. However, the task doesn't appear to be appearing. What am I doing wrong?
How to disable cloning functionality?
Hello, how can we disable cloning of records for certain user or group? Thank you!
Moving a custom field from Zoho CRM to Books
Hi there I have created a custom field in Zoho CRM called Client Number that is an auto created field. I would like to transfer this field to Zoho Books to the corresponding account. Is there a way to do this?
converting from QUOTE to INVOICE
How do I convert QUOTE to INVOICE...? Walt Brodnie
Workflow Rules Closing Date Tasks
Up to four years after closing date for our clients, we recognize the anniversary of the closing date with an email and phone call from our customer service staff. I am trying to automate these tasks in workflows by creating a rule based on date/time
Workflow rules not sending out emails
I use workflow rules to send out emails to certain people when sales orders are created or changed to certain statuses. Last week this all stopped working, I've checked my settings and all seems to be set up correctly and nothing has changed on this end.
Extension Pointers #16: A way to sort through the stack and find a solution that works for you
Throughout the 'Extension Pointers' series, we've seen the features available in Zoho Developer platform that are helpful in building extensions for business needs. In this post, we've listed all of them for your quick reference. This will serve as a
Connection - Invalid Operation Type - Scope does not exist.
We are trying to connect CRM with Books to replace Authtokens, but seem not able to connect as we get the above message after clicking proceed. Anyone else know how to fix this?
Feature Request: Easier options to send attachments from a module via Email
Hi, Right now, When you have attachments in a record, there is no easy way to send them via email. one would have to download them and then attach them to the email. I Can think of a few options on how to do it but your team will probably have better
Renaming / Editing links in "Attachments"
It would really make sense to be able to edit / rename a link after it was attached to a potential. Will be especially useful for G-Drive and Dropbox folders relevant to the potential. Listing the links as Notes or in an extra field is an inefficient
Is there a way to hide the Add New Product link on the line items in Quotes?
I'm working on customizing the quotes module and need a way to hide the New Product link below to anyone other than Admins. Our product catalog will very quickly get cluttered with all kinds of erroneous data if our sales staff can enter anything they
Business Unit Permissions
Hi, I have 2 business units using the same Zoho CRM. I've set up user groups so that they can't see each other's views and reports. How can I set permissions so that they only see certain contacts in the database also? Or - see all contacts, but can only edit theirs? Thanks, Jenny
workflow to change task owner based upon a specific field
we have a custom CRM setup When a Deal is created the derived Tasks' owner is the creator of the Deal. However, I want it to be the Marketing Coordinator of the unit. Every unit, which is a required field of the Deal, has a chosen user as the Marketing
App Spotlight: FunnelFLARE for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. FunnelFLARE for Zoho CRM FunnelFLARE natively integrates with Zoho CRM to streamline your sales processes and get rid of tedious tasks that slow you down. It brings you power dialer, appointment scheduling, email automation, and valuable prospect insights, all from within your Zoho CRM interface. Get the app here Business needs Sales professionals spend a lot of time in their CRM, and do
Sub Forms
Hi, has anyone come up with a good solution for using the features of sub forms without having to pay the hike in subscription costs? Our Account records need the ability to add secondary data elements, eg where a customer has multiple IPs for equipment.
Extension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM
Regular email communication with Zoho CRM contacts, before or after signing or closing a deal, is a key component of effective customer relationship management. Having a separate section within the record page in Zoho CRM for emails associated with a
Column alphabetical
In my contact list on surname you can click the all icon to the right of surname and just view surnames starting with a particular letter. Is it possible to add this feature to a custom field column. Thanks.
upload data to Zoho CRM
Hi, I want to know how to upload the customer information from sql server to Zoho CRM ? and once any customer data is added to Sql server database it should show in ZOHO CRM as well.
Workflow automation on lead campaign enrollment
Hi Zoho, I was looking for a way to automate sending an email when a lead is added to a campaign. Whether I use the Lead module or Campaign module, I do not see an obvious way to do this. Appreciate any insights - thanks!
Workflow rule doesn't trigger via Zapier
I want to assign leads geographically. Lead assignment feature is not working for this whatsoever. Workflow triggers and send notification when a lead is created manually but not when it's created through Zapier.
Community Digest - October 2021
Announcements Integrate multiple telephony providers within a single organization Rolling out Email Preferences: a global setup for role-based email sharing Introducing Certified Canvas Designers to help you implement Canvas for your business Gamescope
How do Zoho CRM users deal with contacts who have left their jobs?
Let's say you call a company and find your contact no longer works there. Do you delete the record and lose all the history you had with that contact? Do you somehow tag that the contact has left? If so - how?
Contact Roles - How to Edit Picklist
I use the contact roles option in Potentials. After scouring every known Setup > Customization option, I cannot find where to edit the Contact Roles drop down list / pick list (Decision Maker, Developer / Evaluator, Purchasing, etc.).
Can I create customer-specific product information?
We have 50 standard products/services but we need to capture specific information about that product or service configuration for each account. For example, we provide hosted FirstClass software for 100 customers, and we have to record on which of 10
Filter organization with active Zoho Subscriptions in CRM
Hi all, we have activated the Zoho Subscriptions Integration in the Zoho CRM, so we can see the active subscriptions for each organization in the organization module in the crm. This is working fine. For us, it's important to be able to filter organizations
Still in the search of pushing updates out from Products
Has anyone found a workaround on how to push an update out from Products after we make changes? e.g. we link accounts using the lookup fields from the accounts to each product, and when the product is updated, an email with the information is sent out
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