How to show Lead ID in a custom view?
How to show Lead ID in a custom view? It's not shown in the list of columns while creating customized views.
How to update automatically a custom field base on a date
Hi everyone, I created a custom field named "Contract Status" which has status like: Subscriber Not Subscriber Retired And also created two other fields: "Start of Contract" and "End of Contract" Behavior wanted: What I need is that if the field "End
How i can start the integrated chat-function?
We have setup more an more users now. But only two of us can find an chat other users. Is there any options to make chat working?
How to fix the text/font size?
I was recently editing some content from one of my accounts and I have done something that has increased the font size. How do reverse this back to its standard font size?
Name based matching for Contacts while importing into a module
Hi, We are trying to import data into a Zoho Standard module with a custom Lookup field (associated to Contacts module). While preparing the import file we intend to have Contact's full name mentioned in the file and expect Zoho to pick up the right
Can't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is there
New look for the record details page
Hello everyone, We have redesigned the record details page to enhance the visual appeal. Important Dates From next week (March 9, 2020 tentatively), you can view the new UI by clicking the Switch to New Version button at the top of the record details page. After April 15, 2020 the new UI will be available by default when you open the record details page and you can switch to the old version if required. We will retain the old UI until May 15, 2020 after which it will be removed permanently. Here
CRM report using existing view
I would like to create a report of leads using an existing view rather than having to re-create the view in the reports module from scratch. is that possible? If so, ideas? Thanks, Rich
Importing Accounts and Contacts from Seperate CRM files.
We are new to Zoho. We used to use SFDC. And we retained our data from SFDC. However, the way SFDC manages contacts and accounts is to relate both to an Account ID. While trying to upload our separate Account and Contact CSV files, we were unable to map
Access Zoho CRM backup programatically
Hi, is there a way to access CRM backup via API? The use case is to safely upload the backup dump to an eternal cloud location without going through the manual "Download" process in the UI. There is probably an alternative using the export API instead
Zoho Access denied IP address
Dear zoho admin, I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account to send request Simply, it's not possible to login to my CRM, my Zoho One or any accounts. The message says: Access denied from this IP address Please assist soonest. I've lost days unable to access my accounts with no word from your support.com The correct administrator account is admin@mucintopq.vn
O365 & Zoho IMAP Email Integration Issues
So I have tried to integrate my company email, on O365, with Zoho CRM and keep running into "Invalid Credentials" failure. I am running Two-factor authentication on Microsoft side, so I went ahead and created an App Password and tried to use that password
Mailchimp opt-outs to Zoho CRM contact record
Hello, Is it possible to create an automation/sync so that when a contact unsubscribes in Mailchimp, their contact record is updated in Zoho with the Email Opt Out field checked? I don't want to sync all Mailchimp contacts into my Zoho CRM, I just need
Show line item total on a quote Including the sales tax
So on my quote, it shows: S.no. - Product Details - Qty- unit price - total the total is ONLY showing as the quantity x unit price, I need the total to be qty x unit price x TAX on each line product. Is this something that Zoho does? It does show the
Mass E-mailing Activities and closing task?
Hi guys, Say an employee has 10 of the same activity, is there a way to set it up where we can mass macro an e-mail out to these clients that have the activity and then, at the same time, update the task? Instead of individually going into each client
Tracking Changes
Hello-- We have a lot of team members utilizing our Zoho account. If they accidentally make a mistake and incorrectly assign a child to the wrong parent account, or save the wrong information, how can they go back and pinpoint those exact changes? The
Hide button in Zoho CRM
How to hide button in Zoho CRM with specific conditions?
Assigning a Product to a Deal using the External IDs
Hi, I'm trying to insert/update Deal record using External IDs, through this EndPoint https://www.zohoapis.com/crm/v2/Deals/upsert If I set the value of X-EXTERNAL to 'Deals.Product_Details.product.external_field_API_name' it returns error "Invalid external
History Tracking on custom lookup field
Hi, We have a few lookup fields in Deals module that link to different custom modules. We want the changes to these lookup fields to be tracked whenever they are updated with the Field history tracking feature. However, those fields don't show up in
How to auto create an estimate in Potential module with selected product
I'm a Zoho One user, How to create a button in my Potential module so that it will auto run to create an estimate (Zoho Finance) customer record, together with pre-filled product and amount. So that i no need to create an estimate and fill up the amount manually.
Web Tab to show Creator Link does not populate all views
When creating a web tab in CRM to show a Creator view, all views are not shown. I thought this was because they were not published, however, I have added a prebuilt education app and as you can see in the screenshot, all the views from the prebuilt education
# of tags in a Module
I see you can have 10 tags per contact and 100 per module. My question, is that 100 total individual tags or a combination of all contacts? Example: If I have 500+ contacts, can they all have tags? or is it just 100 of them? Thanks Stanley
ZOHO CRM Problem - Need urgent fix
Having issues with exporting data from zoominfo and experiencing a lot of delays in the CRM
Export saved filter of contacts
Is there a way to export only the contacts that are limited on my saved filter search? We have thousands of records, but I only want to export certain contacts.
Saving changes in sheet view does not update records
Hello, I have been trying to update Contact records via sheet view (title and email address) - but I hit save, go to the record and nothing has changed. Am I missing a step?
How do I increase the number of visible rows per page in Dashboard?
How do I increase number of rows per page in Dashboard?
In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.
Hello everyone! We are excited to launch the 'Spotlight on CRM' series, yet another in the Community Learning Series, aimed at helping you master Zoho CRM. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature in focus
Forecasts No Longer WORKING
ZOHO TEAM IMMEDIATE FIX IS NEEDED!!!!! There has been ongoing problems with the forecast module and how it works, most recently reported here About 2 weeks ago, I notified Zoho that I lost the ability to see my forecasts, I saw them but with no monthly data. As a manager even though the forecast module was weak at best I would manage the company wide forecast by all potentials and not by individual rep. They or course did not manage their own forecasts due to the problems noted in the other post
ZCRM Integration with ZSubscriptions Creates duplicate contact
I have Integrated Zoho CRM with Zoho Subscriptions. When there is a new subscription, this creates a duplicate contact in Zoho CRM. How do prevent this from happening?
Could i use the ZohoCRM field in share public links?
I want to share a link of one of my forms that has a ZOHO CRM fields and the people who i give them the link cant use it.
CRM Quotes/Sales Orders/Invoices >> MS Excel Sheet
Hi, I'm wondering if it is possible - to create a plugin to get field values from Quotes/ Sales Orders in certain cells in Excel in Print Area. Then we can use this values on excel sheet for - conditioned formulas - calculation formulas So in the end
Connecting Creator Form to CRM
Hello, I would like to create button in CRM and this button, after click, shows me the widget of my form I made in Creator. I was trying to add widget in setup of CRM (where I used external URL. url of my creator form) and connected it to the button
Function-19: Add leads to campaign records at the click of a button.
Welcome back everyone! Last week, we learnt how to update the lead records with the Notes and Activity count. This week, let's look at a custom function that adds the leads to campaign records at the click of a button. Business scenario: The Campaigns module in Zoho CRM helps you plan and run promotional campaigns effectively. The campaign record centralizes all the related leads, contacts and deals associated with the campaign. It helps you stay on top of cost, revenue, and the revenue pipeline
Able to distinguish layout types in Referred by Lookup?
We sell two types of insurance at our company, personal and commercial lines. We have one Contact Layout for Personal, and one Contact Layout for Commercial. There are instances where one Contact may have both Personal AND commercial insurance with us,
How to capture AMC kind of orders in ZOHO
hi, i provide AMC (annual maintenance contract) services for my equipment buyers. This requires me to capture the price of the AMC, the number of visits required, whether the visit happened or not, etc. Which zoho tool can i use for this? Regards, S
Adding Email Recipients from Contacts in Linked Custom module
Hi, We have a use case that requires sending email notifications on defined intervals from Deals module. The Deals module has a lookup field linked to a Custom Module (Group). Each record in Group module has some fields linked to Contacts module to represent
Multiple products to one vendor
My business is expanding and I need to handle products and vendors. Since I am a happy customer of Zoho Books, I looked no further than Zoho. Zoho CRM Professional is offered with these features, so I happily started my free trial to set things up.
How to set up Validation Rules depending on multiple fields?
Hi there, Apologies if this question was asked before. Tried to search, but didn't find exactly what I'm looking for, and Deluge Code makes it even more confusion. I run a Mandarin teaching School, and we have the following issue: In Quotes, we have a
SOLVED - Quote Number (Newbie question)
Hi Brainstrust, I am new to Zoho CRM and have edited the fields and one in particular is the Quote CRM Number. This is a Auto Number field, I have edited it's properties and said that the starting number should be 2101. But when I create a new quote,
Deluge {"trigger":{"workflow"}}
Hello, Let me try to explain this the best I can. I have a made a custom button in the quote module. The button updates the quote field "status" to "preorder configuration". This field update in the quote module triggers another workflow and a script
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