Wrong subtotal in invoice
Hello, i have a problem in the calcul of subtotal (without tax) in Zoho CRM, do you fix this bug ? thanks you
Zoho Webform Redirect
Hello currently have a webform on my site (www.simplymh.co). Landing page address for form currently points to that same home page site. However - after form submission i'd like to redirect to an acknowledgement page. But - when I updated the landing
Include data from custom module to the conversion between Lead and Contact
Hi guys, I have a custom modules linked to a lead and I would like to keep the relationship between the data from that module to the lead when it is converted to contact Is there anyway I could do that? Thanks a lot in advance Regards
Increase Clicking "Movement Forgiveness"?
I'm SURE I'm not the only one with this complaint... Whenever you click on something in Zohocrm you have to ensure the mouse remains COMPLETELY STILL between click and release of the mouse button or it WILL NOT REGISTER the click. I've never seen any
organizing deals page
Is there anyway to remove the 'Best Time For' block from a layout showcased in the first screenshot I added? One more question - is there also a way to add the activities buttons (+Task, +Call, +Meeting) to the top of the deals screen? The buttons in
Quote under the deal, templete not pulling "Contact" details.
I've creted Inventory templete. Under the deal tab I create a quote and then want to send that quote to the contact assigned to the deal. Zoho detects correct email adress out of contact but when I view the PDF the fields it was suppose to pull are empty:
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
Auto Number Field dependent on type of invoice
Hello again! Im often here lately. I've created my Invoice template and as other users suggested I used autonumber field to populate Invoice number. In my country there are 2 invoice types. Ones that do not need to be numbered and are just an information
Get Related Stage History for Deal in API v2
Hi, In API V1 it is possible to get the Stage History for a Deal as detailed here - https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#To_fetch_the_Stage_History_related_to_a_Potential Is this functionality available in V2? I can't seem to find any information on it. Thanks.
SendMail function
Hello , I created a button using deluge that send mails but my emails go to spam even my Authentification e-mail is verified . can i know how can i solve this big problem as soon as possible.
Editable doc in CRM account attachments
When I create a new account, I attach details in an excel file. When I look at it, it is read only. How do I make the excel file so that it can be edited with updates? Thanks
How to create/update a lead in Zoho with Zapier ?
Hi everyone, If you use Zoho with Zapier, you will have noticed that the Zaps always change... In the past there was a simple "Create/Update lead" Zap. It meant that when I have a new lead in instapage, the data automatically updates in Zoho. And if the lead does'nt exist, it's created. Now it has gone, and I don't understant anything to the new zaps... Can someone help me ? Thx in advance, Joseph
Mass Deduplication
I am new to CRM Professional edition. I have a lot of duplicates in my Leads module. Is there a way to perform a mass deduplication?
Function-18: Update the lead records with Notes and Activities count.
Welcome back everyone! Last week, we learnt how to auto-update tasks from other modules. This week, let's look at a custom function that helps you get the total count of Activities and Note right inside your lead records. Business scenario: On an average how many times should I call a lead before moving on? I’m sure most of you would have faced this dilemma at one point or the other. Effective prospecting takes time and effort. Notes and Activities are important CRM utilities that helps keep a tab
Auto populate information based on a Lookup field
Hi, In the Contacts Module I have: A custom field named First Name A custom field named Last Name In the Deals Module I have: A lookup field named Contact Name A custom field named First Name A custom field named Last Name When I create a new deal and
WHY IS it so hard to Convert Leads without losing Data?
Can anyone explain to me why I need to map and create a bunch of fields just so I don't lose data that I've already inputted? I feel like there should be an easier way to do this than to manually create new fields in each module an map each module...
Changing lead identifier
Hi, Currently, our leads are identified by first name AND last name. Is there a way to make the identifier, or lead name use the company instead? I've attached a screen shot to show you what I am talking about. Thanks for any help you can provide! C
How can we associate multiple contacts in deals module.
Hey Apart from the contact role method to associate multiple contacts to deal. Can anyone tell me how can we associate multiple contacts to deals with Subform. Or is their any way that we can add multiple contacts in the field of "Contact Name". As of
Pop-Up in Zoho CRM for Specific Accounts & Contacts
I have been trying to get a simple pop-up to display a warning message when a specific account or contact is accessed. I have tried validation rules, blueprint, etc... Is there are a way to code this in Deluge or Zoho Creator? I am not sure if others
Voxloud, ShipEngine, Stripe, Rafiki.ai and 25 more extensions for Zoho CRM
We’re thrilled to announce 29 new extensions for Zoho CRM in the first quarter of 2021. Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. These no-code, ready-to-use extensions don’t just integrate other apps with Zoho CRM, but also add
Product workflow rule
Hello, Does anyone know if there a way to create a workflow rule to send an email based on the products added to a sales order by a specific vendor? I've tried a few different things and reached out to Zoho support and was told that workflows would be
massive spam problems with Zoho CRM emails sent via ZOHO Mail
As a company, we do NOT send ANY marketing emails. All emails are solely an answer to leads. Nevertheless, we face massive MASSIVE problems with customers in Germany, Austria, Switzerland and the UK because emails are 1. not even reaching SPAM folders
Adding search in more fields
Hi I have noticed that in product, we add a new field Part numer, and also supplier part number, but we have noticed that the Search functionality, are only searching in the Original "Product Name" How do we change so more fields are searchable? Br David Edited; This is both in lookup search, but for example, in lookup search, when I add a Products to Account, the Search function, does only search within the Product name, and not Product code or more fields. in attached files, "leads" are used in
Update Deal Name in Quotes Module
I have a workflow that automatically creates a new Deal for a quote when there is no Deal linked to the quote. I need to create a function as part of the same work flow that takes the Deal Name of the newly created Deal, and updates the Deal Name lookup
Is there any way to get a usage report for Reports?
We have a large number of reports but cannot determine which are still used and which are not? Is there any usage reporting in Zoho?
Broken Bulk Write API
We are trying to bulk update our client accounts; I think this is the first time we use the Bulk API. I tried 2 SDK versions and in both got the same error "INVALID_FIELD_NAME" invalid mapping. invalid api_name Available_Balance. despite that this is
SDK exception "file system limitation"?
Using the C# SDK, I am trying to simply call GetRecords for the Accounts module. Usually it works fine, however occasionally it throws an exception with the message "The requested operation could not be completed due to a file system limitation" IsSDKException
Problems with querying subform
Hi all, I am trying to troubleshoot an issue for sometime now and still unable to resolve it. I have a Module "Sales Orders" with a SubForm "Ordered Items" (SalesOrderModule.jpg) Problem Statement: When I query with zoho.crm.getRecordById to my "Sales
increase the column layout more than 2 columns
I want a 4 column layout in my lead form. My existing lead form does not look nice because number of fields are more. Please suggest me some way..
Field input are not in BOLD anymore
Hello, We use to see the Fields Input are in BOLD font type, and it was very very comfortable. For some reason, it is now in regular font as the filed name itself. Why is that? and how can we change it back to be in bold? See the picture attached for
Capture Single Line of Multi-Line Field in Function
I am trying to capture each line of a multi-Line field and create a new note with title of the each line in the multi-line field: Example of Multifield: 42 13 19 FOG Heat Exchanger
43 21 36.10 Positive Displacement Lobe Pumps
43 23 13 Hot Water Pump
44
How I can export lists after using filters?
Hello, May be my question is quite strange, but I can't find this in interface In module, for example, "Invoices", I use filters and I need to export the results of filtering in Excel (or Zoho Sheet View). Can I do this?
Adding a second notes field in the organisation view
Hi all, We've recently integrated Zoho in to our work processes and so far so good, but I'm having one struggle. Basically, we leave notes on the client account at the organisation level, and the CRM natively has one notes module in the organisation view,
CRM Hacks #26: How to search records based on unique IDs in ZOHO CRM
Hello everyone. Zoho CRM provides a powerful API that facilitates integrating CRM with many third party applications. The searchRecords API helps retrieve the records that match a specific criteria. Every record in CRM will have a unique Record ID that gets parsed into the URL while accessing the record. Some of our customers wanted to use the searchRecords API using the Lead ID. Take for example, having a Zoho Creator form that could fetch the required details from the record when the Lead ID is
How to use Custom function to search and update for Invoices & Purchaseorders at Zoho Books from CRM?
Hi, I need some help to correct on my existing custom function to search an Invoice_id and Purchaseorder_id at Zoho books from Deals. I"m using contacts email to search for it, but i know there will be a problem if multiple invoices created under the
Easiest/Simplest way to link two fields across two standard modules such that when updated in 1 it updates in other?
Hey all, I know this is too simple an idea to be so complicated in finding an answer. Ive read a variety of posts, etc that are similar but not exact. I'm not sure if i need a lookup field, deluge script, workflow, other, what combo of those, etc Question-
Commision calculation formula using IF statement
Hello, I am getting my feet wet with Zoho and I am testing some simple calculations to get familiar with Forms and Formulas. This seems very simple and I have tried to look at examples but I cant get it to work. I have the following: A sub total field
ZoHo Table in Module Layout
Hi Everyone, I am trying to create a "spreadsheet like" set up in ZoHo CRM. I want columns and rows within a section of a module. It would look like this: 2019 2020 2021 W Field Field Field X Field Field Field Y Field Field Field Z Field Field Field Is
Very Slow Typing on CRM
I'm having a very unusual issue with Zoho CRM while typing in the application. The response time for characters to appear is seconds, sometimes up to 5 or more seconds. I only have this problem with the Zoho website and no other application. I've tried
Quote --> Quote Details --> Product Details Customization
I'd like to add some custom fields to the Product Details list inside a quote Details. Is this possible ? In short, I'd like to calculate Margin per item using a "Formula Field" for each product in a quote.
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