Workdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extension
For medical representative ( field force)
How can i take the best use of crm , for the purpose of my salesperson ( medical representative) in the market, 1) gps location tracking 2) daily report 3) Order booking 4) tour program 5) Customer view 6) territory management 7) doctors activity
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Community Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,
Can you restrict a Group/Profile to only see records with a specific tag
We have a specific group that we only want to see records in Deals, Leads, and Contacts that have a certain tag on them. Is this possible?
Function: Populate Field with Date of 2 weeks following another date field
Can someone please create a Function for me to populate a date field with a date that is 2 weeks after the value in another date field. (I cannot use a formula field.) Field API names are "Date1" and "Date2", both formula fields. If Date1 is populated
Adding CRM Users to Zoho Campaigns
I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
Multi-select picklist fields not available as row groups?
Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
ZOHO CRM Integration with Xero
Hello, Our company has 1 zoho crm accounts doing 3 entities' invoices. Now we would like to integrate zoho crm and xero and send out official invoices from xero. The questions is, we have split the invoicing tasks in xero to 3 organisations, then can
Automatically create a Contact activity after a deal is lost.
Hello, I am having trouble finding how to set up an automatic activity such as "recontact the lead in one month" after a deal is lost. In the deal blue print, all it lets me do is update lookup fields in Contact. Thanks for helping! Stéphane
Can you create contact using canvas display
Hi, Can you create contact using canvas display?, Instead of clicking on Create Contact and it goes straight to layouts?
I'm getting 400 status code, when trying to update my records. How to update records in C# API?
Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"
"create new report" is missing
Hello, I am a new user, yesterday I created 2 reports, but now there is no "create new report" icon, why is that? Anyone else has the same problem? Thanks
Decimal comma and EUR currency format
Hello, due to inability to test inventory templates in DEMO environment I decided to purchase one month professional plan. Now I am setting up one of the templates (Quote). The currency (sums) are displayed in this format : "EUR7256.37" What is this?
How to close/delete all Open Activities associated to a Deal?
Hi When we have a Deal go through the Stages, we are setting meetings with the customer etc... If we mark a Deal as being Lost, we need to remove all Open Activities (meetings/tasks/calls) associated to that Deal. How can this be done? I cant see an option
Subform Next Row
Hello, I'm trying to add a crm subform into zoho writer with a custom function. For my test, there are 3 entries in the crm subform. My issue is when the data gets pulled into pdf writer, I have 3 rows in my PDF, but it's the same row/data 3 different
Zoho CRM Calendar sync with Outlook
Good morning. I've had a read on the subject but there are lots of different answers and I'm a little lost, so hoping you can assist... I'm looking to create a sync between my calendar in Zoho CRM and Outlook. Ideally a 2 way sync if possible, but if
Filter For Each Statement
I have the following For Each statement that I would like to filter to just records in the "Policies" map (actually just a Deals module map), to Deals/Policies that just have Stage = "Closed-Won" Should I exclude those in the Map before doing the For
Is it possible to set a value on a field based on the user creating the Lead
Hi, Is it possible (by layout rules or functions) to set a value on a field based on the user creating the Lead, while we are creating the Lead. Example In Leads, I have a custom select field "Division", with the options "Digital, Engineering". This field
Lookup Emails From Contacts Module
I have a module where I am trying to create a page that will give the ability to select a contact based on the account selected. But I also want to have a lookup to provide the email of the contact, based on the contact selected. When I enter the Account,
CRM Contact Import Function Not Working
I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work. It will not allow you to select any option to import contacts. Once you choose ACT, the interface locks up. If anyone has a work around for this it would
How to Populate the Net Profit field of a Sales Order to Deals Net Profit field by subform's aggregate data
I'm trying to populate the Net Profit from Sales Order Module going to Deals Module. I'm using an aggregated Field in the Sales order module and trying to map the Net Profit to the Profit under Deals Modue. Please help me writing the code.
Manage art shows and spectators in CRM
Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
Price calculation in zoho crm and link with Excel
Hi, We have various ways to calculate our sales prices which are sometimes very complex. We have currently an Excel file for our prices calculations. I wanted to integrate this calculation method to zoho CRM but it seems to be complicated … Therefore
Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
When I add a new product in the CRM VAT is always 0%
Hi, I have added VAT to the books settings which is 15%, however when I try to add a new product and specify that it should apply to taxes the VAT option I can see is set to 0% even though I have updated the settings in the books settings.
400 BAD REQUEST only on POST/PUT/DELETE requests
I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform. I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM. However, all UPDATE
How to send email to a lead using a template
I've configured an email template as described here. How can I make use of this template in Deluge function?
Run a new workflow automation rule to existing leads?
Hi, I just created a new workflow automation rule that will automatically change the Lead Status to "Haven't Replied" if the person has not replied to my email I sent them with a certain subject line in 7 days. That way I can filter on all the people
Can I create floating contact form in zoho?
Hi, Is it possible to create a floating contact form in Zoho (something like zopim contact forms)? If yes, will be thankful if someone guides me. Thanks !
Using a date from a formula field in a workflow automation
Hi - I have created a formula field that returns a date based on another date field in the same module. It works and the calculated date appears correctly in the formula field. I want to create a workflow based on the date that appears in the formula
Setting a default tax option for total base tax in Invoice module - Zoho CRM
Hi there, Is it possible to set Tax on Income as the default for all invoices created & edited in the invoices module (Zoho CRM)? - (Not have to manually change it on every invoice) Kind regards Sarah
Be wary of workflows!
We have workflows that fail for no apparent reason. After looking at the usage history, the explanation given is "Due to a problem on our side, we were unable to process your request". This is the explanation every time. The unexplained errors are counterintuitive
short cuts for zoho crm
pls send me the link for zoho CRM shortcuts...
Hubspot Migration - Zoho CRM
I am trying to migrate data from Hubspot to Zoho for Contacts/Accounts and I am getting this error. Can you please fix this so I can migrate? Note: During the trial period we migrated this data, but after we used the maximum amount of data the trial period
How do you edit the start time of a previously logged call?
Sorry if this is a repeat. I tried to post this a few hours ago and it didn't seem to go through. How do you edit the start time of a previously logged call? The start date field is editable, but the start time is grayed out and not editable.
Conversion of lead
whenever an attachement is added to the lead , that lead should be converted to contact of a particular account using workflow?
Selecting Multiple quotes to load into RFQ template
The way my business operates, we submit quotes to customers that may have multiple "quotes" on separate lines Example, using the image below, there are 4 "quotes" checkmarked. Using ZOHO's inventory template module, I'd like to create a template that
How to add extra days to a date merge field
Hello, I work with generating tutoring classes and we need to give our instructors an attendance sheet pdf for every day of classes. Some classes span more than a day, so we need to create a list for each day. Example: a class is taking place on the 1st
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