Line items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/edit
Can you specify the primary Contact name with in the Accounts when having multiple contacts for the same account?
Can someone help... If you have 4 contacts for one account... how do you know who the primary contact is? Are we able to specify who the primary contact is? Thank you in advance, Christine :)
Simple Widget to Count # of Records in Zoho CRM
Hi, I have a Custom Module and have created a custom view for a subset of the records. I would like to display a simple counter on my Zoho Site site that displays the number of records in that custom view, to be refreshed/updated once per day. What
Task/Meeting/Call
We're not really using Meetings and Calls - it's 100x easier for us to use Tasks for all activities and create a custom field called Task Type to narrow this down. Can someone confirm that if I remove Meeting and Call modules from non-admin profiles,
Awaiting response section in Salesinbox
Hi there Is there a way to have a "Awaiting response" section in Salesinbox email service? I used freshsales before and it also ha da list of emails that I never responded to and this helped prevent forgetting to follow up on an email I read but didn't
Automatic currency update for Zoho CRM
Hi, Once anybody needs to make automatic currency updates we offer the extension that helps it. Currency Exchange Rates for Zoho CRM: https://marketplace.zoho.com/app/crm/currency-exchange-rate-for-zoho-crm With this extension you can: - Automate currency
Deluge - couting how much times my lead have been submitted a form
Hi, today i have a field that recognize when i have a return lead its a field of Data&time that created in module lead and also Module Students (contacts) i want to create a new field that count when the data&time field is changing that will count how
How to download data from Zoho CRM to on-premises SQL Server
We want to create Data Warehouse on our on-premises SQL Server How we can connect to Zoho CRM and regulary download data? Thank for all idea
Integration from ZOHO CRM to MySQL
Hi everyone, I have one doubt. If user create Accounts in ZOHO CRM then automatically same record with same values also get created in MySQL. Please help me. Thanks. Regards, Venkatesh
Adding Attachments from WorkDrive to Deal
I am currently trying to develop some workflows in CRM so that when an Opportunity/Deal is Won, 2 files in our WorkDrive are attached to the Opportunity/Deal automatically instead of our users having to go into the WorkDrive to find the files to attach.
Is there a way to Create Related Record programmatically ?
Is there a super-secret way to Create Related Record programmatically? I read the documentation here: Update Related Records using External ID | Online Help - Zoho CRM
Zoho Forms
Hi, I am trying to create a document collection application using Zoho Forms and Zoho CRM. In Zoho CRM, a custom function would generate a list of document based on different criteria, and populate it inside a subform. Then, I want the Zoho CRM subform
Deal Stages UI Bug in Hebrew
By The Grace of G-d. Hi, The Deal Stages UI is buggy when the CRM is used in Hebrew. Plaese see attached screenshots. Thanks!
Price Book and Quotes Function Question
I have been following a topic on Price Books and it is now locked. Wondering if anyone would be able to tell me what the coding at the end of the discussion does and how I can implement it (figuring it provides the solution I am looking for) https://help.zoho.com/portal/en/community/topic/associate-price-books-and-accounts-for-quote-generation
Unable to email a particular contact
Hi, We are having issues sending emails to one of our sales agents through Zoho CRM, can you please advise? We are able to send emails to others on our domain, and her email exists, we are able to email her from any other platform except yours. Can you
Read each line of a CSV in a CRM File Upload field
I have a File Upload field on a custom module in CRM. Users create a record and upload a CSV into the field. I want to create a workflow that on create: 1) Checks to see if the file is a CSV 2) Reads each field of each line of the CSV (into a map or a
Adding an image filed in LayOut
Hi, By default, there are no available Image fields in the palette for each module. How can I add a custom image field? If not available, are there any alternative solutions to introduce an image filed? Please advise. Thanks Ganesh
Create a lead cycle for my consultants automatically
Hi how are you? I currently have 3 employees who are in the net sales department and I want to create a situation where the 3 employees get more or less the same amount of leads And even go deeper and give relatively to each sales consultant because I
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can I send a mass email from "tasks"?
For example: I have tasks that involve sending 75 templates to individual contacts "123"., I have more tasks that involve sending 50 templates to individual contacts "456", etc. Can i do this as a mass action or does everyone need to be send individually?
Export a Custom View of Leads
Is it possible to export the data from a custom view of leads? I do not want to export the entire database.
Installment sales
Hi, I'm using Zoho CRM integrated with Zoho Books. What is the correct way to register a sale in installments? One potential in CRM to many Invoices in Zoho Books? or one potential for each installment ? I need the installments should be correctly represented in Zoho Books cash flow statement. Thanks,
List view space is wasted
It has been automatically updated to allow you to adjust the list view spacing left and right. However, due to more space than before, the required items can no longer be displayed on one screen. I'm wondering why Zoho didn't set it to narrow the space
Email Template Builder, where to add Pre-header?
Hi, When my message is received, the person see this pre-header https://sender12.zohoinsights.com/.... Where can I set the Pre-header in the Email Template Builder? thanks
Touchpoint Score Generated in the CRM
If you have a CRMplus which has been used for several years and then set up CRM contact scoring rules, how far back does it look - specifically the opens and clicks for emails and campaigns which have been sent.
Emails coming from Zoho CRM are landing in customers spam folders
Hi, 90% of emails we send from Zohoo CRM are either not being received or going into users junk folders. Its a basic email template with our logo and some text and contact details. How can we make sure that these emails are delivered? Thanks
Email
I have set up an email workflow to notify me when an email is opened, that works fine. However, I set one up to check for unopened and it does not work? Done the same for unreplied and it does not work. Using the same lead record for the test which
Automatic attribution of Facebook Ad leads
We would like to attribute leads coming from Facebook ads and follow them all the way through the funnel to conversion. This does not seem to be possible currently. Any ideas?
Formula field clarification
Hi I have been on a bunch of tutorials to develop a new formula but just cant make it happen, let me explain Field A, B and C I would like the "formula field" to displays "X" everytime "Field A" and "Field B" meet specific criteria Example: Field A=
Leads & Contacts
Hi, If we have leads that for whatever reason do not convert to an opportunity and instead converted to contact and prospect account , then later down the line they get back in touch - how do we add a lead to an existing contact record? I believe if
Read-only fields and updating them with functions (actions/workflows)
I have a function that pulls in fields from a parent record in Accounts and duplicates them into child records in Contacts (though in principle this would be the same for any relationship across two modules). So let's say an Account record has a field
How can I set lead owner with api v2?
submitting "Owner":{ "name":"owner name", "id":"owner id" } always leads to: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}]} whats wrong? And why do I need to submit the name?
Tag bounced emails as Junk
How can we automatically tag bounced emails with a "Junk" tag
Sorting by totaled columns in a report
I have a report that gives me a list of sales in the past year. In "Groupings" I have it grouped by "Account Name". In "Columns to Total" I have the sale amount checked under "Sum". So now I have a report that looks like this (simplified example): ACME
First-time client portal users
How does a client sign up to access their information through the client portal? It appears that the URL for the portal only has the option to login - does not have the option to sign up.
Calls Update (March 2021)
I've gotten a notifications about the call modules updating in September and December 2020 & now today (February 10, 2021). Each time a PDF has been included going over the changes. What is the difference between the Sept '20, Dec '20 and March '21
Adding Email Address to Orders
Hello I would like to add the email address of the Account to an Order that I've created. My Orders module is a custom module. I am familiar with creating a Workflow Rule to execute the function but I can't do the actual function adding the email to the
Wordpress Gravity forms Zoho addon - notify Lead Owner when submitted
How can I have the Lead Owner get an email notification (like with your Webforms) when a form is submitted through Wordpress Gravity Forms Zoho addon, which uses the API connection. I would like the Lead owner to be notified every time a form gets submitted.
Add multiple Contacts to a TASK
Dear team, I want to associate multiple contacts (from different accounts if needed) with a single task. I am doing something with a contact and need different people from various accounts involved with that specific task. I can't see a way of doing
Email Client setting and Multiple email management , display and
Hello Everyone, We are seeking help to resolve a challenge we experiencing with out Email settings on ZOHO CRM . This is the scenario : We have multiple email accounts (Our private Business domain ), through which we receive all the email communication,
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