How to automatically duplicate module entry X days after creation with a workflow?
I am trying to create a workflow that duplicates/clones a module entry X days after the original module entry has been created. Is this possible within Zoho CRM?
Task Reminder - When Date & Time Pick List
Two questions. Does anyone know if: 1. there is any way to autofil the WHEN date when setting a Task reminder to equal the Task Date? 2. The Reminder selection drop down list shows time for 24 hours - is there a way to limit this list to working hours? Same for Schedule Call Start Time? Getting sick of replicating date entries and starting time selection from 00:00!
Automatically assign a campaign to new leads
We've launched a marketing campaign that directs new potential customers to a dedicated landing page on our website. On this landing page we have a custom form that prospective customers fill out that generate a lead in ZohoCRM. When our WordPress site
Can info collected in Zoho Forms feed into Zoho CRM fields?
Ideally we are looking for a CRM that has the ability for our clients/prospects to fill out a Form (Zoho Forms??) such that each Form Field data entry will auto populate a field we designate in the CRM (Zoho CRM). Is this possible, and if so, is there
Community Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,
Update on Remote Sales Office
Hello everyone, On May 21, 2020, we announced Zoho CRM's Remote Sales Office as an initiative to bring immense value to collaborative sales teams who work from anywhere. This was always intended to be a paid add-on, but we felt last year's situation warranted
Function overwrite Formula Field
We have some records which we need a function to update a formula field - is this possible? We would setup a workflow to select which records this needs to happen to.
Can I add an Order NOTES within its PDF TEMPLATE ?
Hi I have tried adding NOTES to a custom ORDER template, but I can´t find the id listed anywhere in the options. I would like to at least be able to "export pdf" all the notes to a different page of that orders pdf, is there an easy way? please advi
Webhook for webhook no longer works after URL change
Nothing appears to be posted. I see the count increase in the zoh interface (for # of webhook executions) but nothing is posted to my server. I'm monitoring the apache logs. The failure tab show no failures. Why is this failing? How can I see what is
Entity Relationship Diagram (ERD) of ZohoCRM
Does anyone know where I can find an ERD for ZohoCRM? Has anyone created one they would like to share. Thank you.
App Spotlight: Leadinfo for Zoho CRM
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Global search returns City names instead of Contact names
When I click on the search in the upper right and try to search for a contact with the last name of "Blackwell", I get hundreds of non-relevant results because I have hundreds of people who live in a City called "Blackwell"... How can I force the global
Calendar on Zoho CRM
Hi How can I access the calendar on Zoho crm app for recurring events? Thanks, Graham
Hide Zoho sheet and print view tabs
I would like to hide the sheet view and print view tabs from certain users is this possible.
Webform does not work if the user uses a personal email
Hi, we are just testing the webform for our new website and the form creayes a record and triggers the auto reply if I use a company email, but does not work if I enter my gmail email address. The form is submitted, the Thank you page is triggered but
Multi Select Lookup Fields and challenges with Custum Views & Reports
Currently I am investigating custom fields in ZoHo CRM and Multi Select Lookup Fields (MSLF) in particular. In the Accounts module we configured several new custom fields including two MSLF, one for products and one for packaging items. For those fields
Add Task associated to a Lead using PHP script
Hi We have an internal system in PHP, that gives us reports of action needed to be taken, based on the schedules our students attend to classes. This is made via a PHP script called by a cron job automatically. How can we make this script to create tasks
Adding Cliq Notifications to workflow rule
I'm trying to notify specific cliq users during workflow rules and when I first enabled the connector it seemed i could choose from any cliq user (though the notification did not fire), but now I can only see one (Customer Care is the current user in
using webhooks and rest api
I have an app that gets updated via a webhook. That same apps can make edits to the same data and those edits are pushed to Zoho via a rest api calls. I just conducted a test where I make a rest api update and that resulted in a webhook invocation. How
During Editing - Freezing while typing or updating any fields
Hi so we have a user who has a complain that everytime any Opp or Account etc is under edit mode and she tries to update any field it freezes for a good 10-15 seconds before the cursor starts to blink or you are able to start typing, the same thing continues
When adding a creator based custom related list to the Contact details, how do I specify a different custom form field than account name?
I've got this working for the Account tab, but I also want to have this on the contacts tab as we record both on the booking. Is there any way to add columns to the custom form field lists than just account name? I've searched through the documentation,
SignForms and Contracts created outside of CRM do not import to CRM
Is there a way to link previously signed contracts from Zoho Sign to our CRM? We hav the connection set up, but it only seems to link contract actually sent from the CRM, not the ones sent from Zoho Sign, and not the SignForms we created. Any help here
Activities View of Open Tasks for all Opportunities
Hi folks, I wish to create a view in the Activities Module of all open tasks that are associated with Opportunities. We only want to see tasks that were created in an opportunity. I cannot figure out how to set up a view to filter by the parent record
CRM and BOOKs Integration: Attaching Books Estimates to CRM Opportunities
Hello, I see the new CRM-BOOKS Integration has been released and its fantastic! Great Job! Is there a way yet to attach BOOKS Estimates to a CRM Opportunity? This is a crucial part of our business processes. Thank you Jeff
CRM integration - opt in / out
Hi I'm new to Zoho Forms, and I'm building a web contact form to integrate with our CRM Leads. The form has an "EMail Opt In" decision box, but in CRM this is represented as an "Opt Out". Therefore in the integration I need a binding like this: (CRM Opt
ZOHO.COM is CRAWLING - excruciatingly slow Feb 11th 2020
I am having trouble connecting to ANYTHING in the Zoho.com domain - even this discussion board. What is going on??? I have a business to run
Zoho CRM Blueprint Transition Criteria has limited options for a single lookup field.
I am trying to set up a transition in a CRM blueprint against a single lookup field that pulls users. The logic options are "is" and "isn't", there are no empty options. Is this standard?
Bug in Quote - Discount value keeps changing
Problem providing an overall discount on a quote. Steps to reproduce: 1. Create a quote with 2-3 product items. 2. Provide an overall discount (eg: $2,000), use the Direct Price Reduction. 3. Save 4. Click Edit again 5. The Direct Price Reduction has
Can't import Accounts and Vendor Name not appearing in Contacts
Hello there I'm having a few teething problems - help please? 1) I imported a csv file of 30 or so contacts but the 'Vendor Name' doesn't appear in the individual contacts. Although it is a column in the main Contacts list page. 2) I imported a csv file
Workflow Rule Exception
Can you create an exception to a workflow rule? For example I have set up a rule whereby the account type changes from Prospect to Customer if a deal is Closed Won within the account. However I wouldn't want this changing if the Account Type was set at
How can I set the "reply to" and "From" addresses for emails sent through Salesinbox and CRM
If I reply to incoming email within Salesinbox, compose a new email or send en email from say a Contact record, Zoho CRM uses the email address of the IMAP mailbox which is not what I want. How am I able to set the "reply to" and "from" addresses to a
CRM Email Sent, Delivered, Received
Hi, When I send an email from CRM, it shows as either Sent, Received or Delivered. Can you explain the difference please? Sent can show for days or more, so I'm assuming this isn't an email that's in transit. Very few emails show as received or delivered, even when the email is correct. I doubt it's a case of clients' servers not letting the emails through as other emails to colleagues in the same company will show as opened so I know some are getting thought. Please advise.
Deals: Related Lists: Checklist
On the Deals modules, i was changing the order of the related lists and it said there was a related list called "Checklist". What is this reference, how do i use it, etc?
Workflow Automation trigger based on past/older date?
Is it possible to trigger a workflow automation based on a date value that occurred in the past? Here's the scenario: Twice a month we have an admin enter leads manually, which are collected from an offline lead source. The "transaction" dates from
Custom Function for Mapping a Field Across Two Modules
I would like to know if there is a function that will help me map a date field (Demo Date) from one module (Accounts) to another (Deals). I know I can include this field as part of the native Lead conversion process, but this date field is not typically
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
How do you link an email reply from a prospect with their account profile in Zoho CRM to record their response to know how to best move forward?
Auto create ticket in zoho desk when a field is updated in zoho CRM
I want to create a service desk ticket when two fields in a customer record are set to a specific variable. Currently I can do this with a workflow in CRM which triggers an email to zoho desk and creates a ticket. The problem is that contact details
Zoho CRM Plugin no longer appears in Outlook
I installed the Outlook Plug-In a while back but disabled it because the pop-up window was a bit slow (I now know I could have disabled it but I didn;t know that now). My problem is that I can't re-activate it. And I apologise at the outset - this is
Why am I getting this error message? " The CrmAccount already has a client . You cannot associate a B2C contact to it"
I am unable to "Associate Project" to a created Deal. This is the error message I keep being given without any explanation as to what the problem is in terms I actually understand. I have a few that have worked but they seem to have the same settings
Updating Accounts Module with Custom Module address
Hi there, We are currently using ZOHO Finance Estimates to quote our customers and we have run into an issue with addresses. As our Sales Team only use CRM rather than Books they cannot add addresses, so they have to wait until I can change the address in Books. We currently have a Custom Module which we use to store information on specific Branches of an Organisation. Is there a way we can have the Branches addresses replicate across to the Accounts? I have tried playing with Custom Functions and
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