Creating custom function
Hi I am trying to create a custom function whereby when a workflow rule is executed, two fields are cleared as part of the rule. The fields types that need to be cleared are as follows; Lookup (specific contact name cleared out) Multi Line (Small) (clearing specific text) These are fields I have created in the Leads Module Help would be appreciated Neil
Autofilling a module name
I created a module "New Module "and would like to autofill the name to read: New Module Name= Account Name_Contact Name_Potential Name I would like to accomplish this by having the name autotfill once I select the Account Name via Account lookup field in New Module Contact Name via Contact lookup field in New Module Potential Name via Potential lookup field in New Module I have a workflow rule setup to autofill the name but it will not let the autofill trigger. When I create a "New Module" and
Custom function to track how many emails have been sent?
Is there a way to create a custom function that will track how many emails have been sent to a client? Our over all goal is to have a "Lead Workage" field in the lead layout that populates how many phone calls & emails have been sent.
Google blocking my CRM webforms
I have been using Google search console to check blocked resources. All our webforms are created in Zoho CRM which are being blocked by Google. Infact the site https://crm.zoho.com has been blocked. Anyone downloading our forms have to try and find them in their junk mail if they do manage to get through. The solution from Google is to upload the HTML verification file to https://crm.zoho.com/ which will unblock the resource. Can you give your thoughts and solution so our downloadable resources can
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Updating a counter - help automating this
When a field in our custom module Patients is updated with a certain value, I need a separate field (a counter) increased by 1. I haven't automated this yet. I figure this is fairly easy to do. Can someone walk me through it?
Is there a way to add a collaborator to a contact or deal in the CRM?
Hello, In our office we often help one another out and collaborate on deals. In our current CRM there is a feature to add a collaborator or collaborators to the contact or deal records. Does this feature exist in Zoho CRM? If not, are there any plans to release this feature in the future?
Displaying field data in different font than the field name
I have some modules with quite a few fields, including some multi line field types and am noticing that it is not always easy to distinguish the field data from the field name since the font size, color and type for the data is the same as the field name. This is especially noticeable when the field is a mutiline field and the data is shown direclty below the field name. Is there a way to have the field data show up in a different font - perhaps in bold, or a different color or size? It may sound
CRM with Campaigns
Is there a way to add the Mail List or Lists for Leads or Contacts in the CRM when creating the Lead or Contact? This would save alot of duplicate information and also allow us to sync the contact much easier. Thanks Darren
Set User Permissions
Is there any way to set user permissions as follows 1) Allow specific users to duplicate reports but can't edit them 2) Allow specific users to access only those leads, accounts and contacts to which they are assigned Thanks
Contact information displayed under Account details
Hi When a contact is displayed on the main profile of an account it displays their name,email and phone number. I want to display their department/role in this area to allow quick identification of the correct person to contact under the account. I can customise the contact's 'business card details' to include this but it is not transferred through to display under the account. How can i customise this view on the account view? Cat
Problemas para configurar crm
Hola buenos días, espero puedan ayudarme, tengo un formulario de crm que cuando lo incrusto en mi pagina a través de un iframe funciona bien pero no puedo extraer los datos para colocarlos en mi base de datos asi que, lo coloco directamente en mi pagina pero entonces no envía el correo. Estaré atenta a su respuesta Muchas Gracias.
REACTIVATED USERS CAN NOT ACCESS ZOHO CRM
Dear, After reactivating the users, they receive an email where they are informed that they are active, but without the link to access the zoho CMR. How can I generate the link? I await your response Thank you very much
Best email integration setup for crm
I am just setting up and could use some help. Would you recommend setting up a zoho mail account or integrate a gmail account? Also when I reply to an email in either, is there a way to automatically create a contact or add the email to the existing contact file? The zoho crm email is not to user friendly as gmail is I find.
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Integrate Avaya with Zoho CRM
Hi, i'm trying to integrate Zoho CRM with our avaya telephons. And we finish the all steps of the doc (https://www.zoho.com/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#frequently_asked_questions) and we get a error message : "licence check faild - contact Zoho Support" See atached file. We are in standard edition and normaly it have to work : Thanks for your help.
Tab Groups
I've created multiple Tab Groups and assigned users accordingly, based on viewing preferences. Is it possible to make the "all tabs" group available only for certain roles (i.e. admin roles)? Thanks, Emily A.
Creating a module that works like products
I'm trying to create (or repurpose) a module to track solutions that our accounts use. These are not our products, we have our own products and this module is populated with those. I'd like to have this module show on the account screen like it does with products and the ability to add new associations to an account via a +new button (as you can with the association between accounts>products. These records will not be added new from the account screen, rather we'll use the module just like accounts.
How best to do this as we are a weird company.
Almost a rookie here (used the free version for a long time but mainly as contact manager and tech information storage) that is now having to move up. This is going to be a touch long so I apologize (watch, I get spanked for this). I am the new Sales
Incorrect (outdated, possibly cached) records returned by getRecords API call
I'm trying to use the getRecords method to retrieve data from our Zoho Crm on a daily basis. However, I've noticed that the Api returns old, possibly cached data. It returns fields we've already deleted and some other fields are missing. Is there a way to get the current data that is also shown if I look at the CRM trough my browser? p.s. This problem is also mentioned 2 years ago, on the following post: https://help.zoho.com/portal/en/community/topic/incorrect-outdated-possibly-cached-records-returned-by-getrecords-api-call
Is it possible to customize views for all users vs just myself?
Hi everyone, for example if I'm viewing an Account, it shows related lists like Potentials, however usually they aren't the fields we use or want. So I will click the little dropdown and customize the columns. However for my users their views stay as default, so I have to log into their account to add custom fields any time I change these. Is there any way to force all users to have the same view that I do as admin?
Edit Pick List Properties
I have several fields that are all in Leads - Accounts - Contacts - Opportunities. When I go into Leads and edit the field to add additional items to the "Pick List" they do NOT appear in the pick list in the other modules. Do I actually have to go into each module - edit the layout - find the field - edit the properties and then add the new drop down item to the list - in every module? You just cannot edit one list and have it appear in the list in every module??? Thanks for any assistance here.
adding Tags!
OK...this needs to be expalined I wish to ADD a list of tags to choose from the informstion online says this: " go to: settings / customization / fields. " BUT there is No such spot in settings.... Make ZOHO needs to be easier to understand!
Additional Dialogues?
When I close activities a pop up always comes up saying 'allow this site to open addtional dialogues' or something. I finally checked 'no' in hopes I would not have to see that pop up, now when I hit CLOSE on a given activity NOTHING HAPPENS. HELP !
Synchronization gmail / zoho
When synchronization gmail / zoho is done and the "Public - Shared with everyone Share my customer emails with other users in my organization." is selected : >> Public e-mail sharing allows us to manage e-mail shares sent from Zoho CRM and the other users can see the responses in the contact form >> But why the other crm users can't see emails sent from gmail in the contact form ?
Sync
Hello Can I sync the tasks I enter into zoho crm with zoho calendar. Thanks for your answer
iPhone Mail Linking to Zoho CRM contacts
From what I can tell, if I am using a non-Zoho hosted email account (like Office 365, or standard IMAP/SMTP server) theye is no way to automatically capture emails I send from my iPhone Mail app to contacts in Zoho. the only way is to remember to BCC the special @mails1.zohocrm.com address every time? If that's the case, I wish the iPhone could be configured to automatically BCC that email address, but my iPhone only allows "BCC yourself" as an option. Anyone figure out a workaround? If it helps,
Cant access mail on CRM
Hi, We are having troubles with the zoho mail integration in CRM One of our workers cant access mail throught CRM, it only happens in this workers, the rest of us can access normally Best regards, Alfonso
Products and Quotes
I've seen some older threads outlining (I think) the same issue. I'm trying to customize what fields of a product show on the Product Details line on the Quote. What I need: We're a window and door dealer. I need to be able to leave the price blank (which I can) and also include custom fields in the Product Details line (in my case width (number), height (number), glass type (dropdown). color (dropdown), maybe more I haven't thought of). I realize that this information could be entered in the Product
New zoho CRM DOES NOT WORK - Duplicated Records
The new zoho CRM is junk! Software does not work properly - BAD Coding. All my records within Zoho duplicated by the software. Zoho support DOES NOT RESPOND properly and does not fix it, four weeks on
Zoho CRM Mobile opens no data sync
I have the CRM app on an android tablet. I open the CRM app, it says it is downloading, however no data. Please help savsonic@gmail.com
Re-inviting User Issue
I am trying to re-invite a user to our organization without luck I can send and receive the invite but it is not activating the user???/ Thoughts? When I look at current users is show not confirmed? How can I fix this? Thanks
Where's the notifications gone
Hey - might be a simple question. But I signed up for the free version, but that gives me an enterprise trail. Feels like the trail is now over, and I've lost the notifications bar, and I no longer have sales signals for mails (opens, reads, etc). What version of Zoho do I need to subscribe to in order to get that back?
Roles Hierarchy
Does Zoho CRM support Grant Access Using Hierarchy? And if it does then how can we achieve it ?
Can't import leads from file
Hi, When I try to import new leads from a xlsx or csv file the system freezes and nothing happens. I am clicking on import from my leads screen, choose import leads, choose import my leads, select the file and click at the next button which then changes to uploading. Then I wait, but nothing happens. I waited for 1 hour, but nothing changes and the browser seems to work. Tried to reboot my PC but still the same problem. I am using a free account with Google Chrome and have imported leads successfully
CRM Layout Spacing
Is there a way to change the double-spacing between fields in the CRM to single-space. There's a lot of wasted space there. Paul
Can I create a new layout for maintaining Account records ?
I am using the zoho CRM system for two slightly different purposes and want one group of users to see only certain fields, while another group should see different fields. Many of the fields are common, just some are different. How do I do this ? Thanks !
Data Structure Fixing
Hello, My company is using Zoho CRM in the last couple of years, when the flow we're originally designed, some really important demands regarding field formatting were missing, and now when we have more than 50k leads&contacts it seems too late to do it by hand (-: What I'm looking to achieve: 1. Phone number normalization - Since I already took care of all traffic sources landing pages to making sure phone normalization works on client side and from now on we'll get all the numbers the way we
How to Convert Emails to Tasks or Event or Calls
Hi I just found out that bcc, outlook plugin and imap all don't keep the emails in zoho crm if I i delete them from the email system. I need it to keep email system size small. How can I automatically convert the emails in zoho crm into tasks or events or calls. I figured this will keep the emails in the system even if I delete them from my email company. Does anyone know how to convert emails into tasks, events, calls, cases anything to keep it in the crm system. Thanks!
Profile Picture not showing in CRM iOS
I have a profile picture setup on my CRM account, and it displays in the web version. However, in the iOS version, it shows as the generic "head" icon (those users without a profile picture show up as their initials). The picture I uploaded was 450x450px. Is this something I've done incorrectly, or is it a known limitation?
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