Place to see all scheduled emails through CRM?
Is there a way to see all scheduled emails in one place? Not mass email, but emails that have been scheduled individually from a lead/contact page. Hypothetically, if i forgot which person i scheduled an email for there's no way to find it
Deluge function help
I am rather new to deluge and trying to write a function. I have a form in Creator called BoM that I use as a related list in my Deals module. Within the form is the field Deal_Name (integration with CRM Deals module) and subforms containing products
Zoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records
While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake on
Lead Source Management
Hey everyone! Is it possible to set a new lead source list for this year only for new and opened deals? I would like to keep the old deals with the old lead source list for reporting only. Thanks!
CRM birthday reminder?
Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.
Custom Map View Button Function
In the list view of the leads module, there is a Map View button, which allows the entire list to be mapped out in RouteIQ. While this is handy, sometimes I only want to see a handful of select records. Is there a function that can be written for a custom
Limitation of deluge request
Hi Zoho, May I ask if there is any request limitation per each min/hour of the deluge. I will bulk create record and trigger workflow to search and assign related record for them. (may be 200 records in a time) But I am not sure if there is any request
Cloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't
Eblast Day Limit - How to re-send the email for the ones who didn't received it?
Hi everyone! Thank you for your all help in advance. We sent a mass email for 2060 leads, but only 1000 were received. Later we discover that we exceed the 1000 mass email leads per day limit. My question is: How now can I send the same email ONLY for
Custom Field Names With Spaces In Name
I would like to have field names with spaces in the, such as a "Billing Department" in Quotes. When I try to access this variable as ${Quotes.Billing Department}, I am not able to access that variable. I have to remove to the space to access this variable.
Emails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that module
Sandbox API not working
According to https://help.zoho.com/portal/community/topic/api-has-a-sandbox-environment the ZohoCRM Sandbox API can be accessed at https://crmsandbox.zoho.com I am finding, however, that api calls made to this sandbox address returns an HTML document
API has a sandbox environment?
Hello! I've need do some unit tests and I think that is better call the API into a sandbox environment. It's exists? Which is it endpoint? Thanks!
How to Feed partial payments of customers?
Suppose a student pays 50% of the fees and takes up admission, as I see there is only full amount given and the revenue is calculated for the full amount, should I add a seperate field in contacts or pipelines?
Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do I
Syncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that should
Assign contact based on email?
Hello. In Deals Module each deal has its own unique field named "Deal Email". Im looking for a way to search and find the same emails in "Contacts" and if "Deal email" and "Contact email" is a match, then I want the contact to be added as a "Contact"
SEND MAIL ISSUE
ZOHO CRM - CUSTOM FUNCTION - SEND MAIL When sending mail with the custom function in zoho crm - mails are not always sent. It sends email ONLY through the zoho deluge mail server and I cant even know through script if mail is sent!! On gmail mainly mails are not sent at all... we added a bcc and to check if mails are sent. However in SEND MAIL function you can use a template and this send email through your custom mail server but the issue here is that you are completely limited in the way to design
How to stay on the new version ?
All is in the title... Each time I log I go back to the old version. Didn't find any place to trim this. Moderation update: Folks, we recommend starting a fresh post when you experience a challenge with the system. The original post refers to a UI uplift
Kaizen #118 - Mass Delete Records Across Modules (Part II)
Hey there! Welcome back to yet another insightful post in our Kaizen series! Picking up the thread from our last post, let's explore how to automate the process of mass deleting child records directly from the parent record's details page. This approach
Can't open information in a new tab
Until yesterday, I was able to open contacts, product, etc. in a new tab, but now only a blank page (URL in the format below) is displayed. I can't open information in a new tab in Chrome or Firefox. Have the specifications changed? https://crmplus.
Territories not Assigning to Contacts when its Account has a manually assigned Territory
Hi Zoho and fellow CRM users, I've discovered an odd behviour of the CRM. I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed. Contacts usually inherit the same Territories as their related
Increase field value based on condition
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja Balustrady
How are Last Activity date and Modified Time different?
Is this still accurate? Account Last Activity Time field (zoho.com) How are Last Activity date and Modified time different? Another way to ask the question: What is included in "Activity"? Is this when any field is modified in a record? Is it an "Activity
How to insert a new row into a sub-form through deluge?
I have a form where I'm trying to insert a new row into a subform through deluge. I know in general how it's supposed to work but there's a problem that I'm running into. newItem = Map(); newOrder.put("Product_Name", "Test Name"); So I created a map
None sub options at Setup Synchronizing Zoho CRM Meetings with Office 365
My user says their setting have not the option [Check for customer's meeting invitation mails and add them as Meetings in Zoho CRM]. I want to disable the option, because their meeting are duplicated, the same meeting but the Host is different.
How to Create Recurring Meetings using deluge Script
How to Create Recurring Meetings using deluge Script
Automation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contact
Retro Active Workflow Rule on Existing Leads
Is there a way to retroactively apply workflow rules against already existing lead records? I am trying to update a custom field on lead record when an email with a specific subject is opened to update the field choice to "yes". I have thousands of records
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?
Add a dynamic section in mail merge
How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Subforms and Multi-Select Lookup Fields
Hello everyone! In your experience, what is the best way get the data from a subform (only 1 column) and put it in a multi-select lookup field? Thank you!
CRM and Forms integration, using lookup fields on subforms
Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contact
Ability to build Zoho CRM blueprint transition journey report
There must be some option in crm to build a analytic reporting based on the blueprint transition time. Like as a manager or head of the department i want to know how much time my sales representative is taking in moving the deal from one transition (hot
Zoho CRM Community Digest - Nov 2023
November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the
Help in structuring a process
Hello, I would like some guidance about how to set up and track a relationship-building process on Zoho CRM. Here's an example: - I have three relationship stages: Meet, Connect, Invite. - Each of those has different values to that can be attributed to
Filtering Postcode/Zip Code by "does not start with"
Hi Devs, A simple request, please. When filtering by postcode/zip code in Zoho CRM Company Module, I can filter by "starts with," but I can't filter by "does not start with". How to difficult would it be for you to add filtering by "does not start with"
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
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