Quote numbers
Hi, Can you tell me if the generated quote numbers have to be so long? 20 characters is a bit overkill. Is there any way to change this? Thanks Neeley
Mailchimp API Custom Function Assistance
Hi, Here is my custom function...Im trying to add a merge field to the invoke url when adding or updating a member however am struggling with making the structure work in this case (Highlighted in yellow) has anyone done anything like this before or could
authentication error when trying to send email through crm
since we added the authentication process, i now get an error message when i try to send an email through the crm.
Is Custom Domain working?
I have emailed Zoho about the custom domain option. I can see information about it, but I don't have these domain options with my Zoho One subscription. I also cant change to another subscription like Enterprise. Has anyone got the Custom Domain thing
how do I use the Free CRM version
I have used the Enterprise version of Zoho's CRM for over a decade and I signed up for the Free CRM version for another business and I can sign in but there is no home page to go to or a list of features that are available on the free version.
Date in Mail Merge
How do I add a current date field in Zoho CRM Mail Merge? The quick add field is adding a highlight over the date. And it doesn't appear that it updates as the days move forward. I am creating an invoice that has a field for the date the invoice was created.
Strange behaviour with currencies
Hi all, We're in Japan, we deal with Japanese companies. Japan has a 10% sales tax. Everything was working normally until 2 or 3 days ago when 2 things started happening: 1. Order totals (in the Sales Order module or Invoice module) were often incorrect
If Today is between 2 dates formula issue
Hi all, I'm trying to work out if today is between two date fields on a record but I cant for the life of me work it out. I've been trying to get this to work but if anyone can tell me where I'm going wrong i'd be really grateful! IF(AND(${Deals.Deal
Contacts Lookup - Last Name Only?
Im trying to link Tasks, Forms and some custom modules to Contacts. It looks like you can only use Lookup on the Contacts last name. This is annoying because you very rarely know the persons last name. So then I try to add another field for Lookup (eg.
Zoho no images
Hi, I have received a zoho learnings from my colleague but after opening all the Zoho training, the images are not loading. see attachment. Thank you, Arjae
Email Insights cause email to go to Spam
Have seen many threads about ZoHo emails going to spam but wanted to share some findings that I did not see discussed so far. One major issue that might be causing emails to go to spam is using the Email Insights (tracks opened/bounced/clicks etc.) in
Zia Vision enhancements in CRM
Hello folks, Zia intelligently validates the image fields of a record based on training images you've provided, which helps reduce the amount of time users spend manually validating images. We've now made some enhancements to this feature, with the major
Are Google Voice calls logged in CRM?
Are Google Voice calls logged in CRM?
Can't Find Price Books
Hi there, I'm currently configuring Zoho One for our CRM needs and I've encountered a challenge related to pricing structures. Our business model requires utilizing different pricing for various account categories, specifically for Dealers and Integrators.
Deluge Help - Lookup Fields
Hi There, I am trying to get the text value of the lookup field Destination and put it into the text field of Destination_Analytics but cannot seem to grab the destination lookup field text value. rec = zoho.crm.getRecordById("Leads", recid); des = rec.get("Destination").Name;
How can I add a field or pipeline stage definition in CRM?
I am looking to add field and pipeline stage definitions in Zoho CRM but can't seem to find a way to do this. Any system I have worked with before has had an option to add these little tidbits of information, shown by hovering over the information symbol
Function with lookup field to update a field
Hi, I want to update the name of a record based on 2 lookup field in this record. It's working : I have a workflow with this function : resp = zoho.crm.getRecordById("Referencement_expert",Referencement_expert_ID); Er = resp.get("Expert_refere"); Cr =
How can I avtivate the sync logic between inventiory and CRM?
Hi , May I know why the sync logic is avtive but last sync date is 18 Oct? How can I avtivate the sync logic between inventiory and CRM?
Zoho Portal upgrade option
I have just seen this Portal Users upgrade. I've been using portals and its free. Does this give you any additional options?
Zoho CRM Other User's Activities
How do I add others to the "other users' views" part of Activities?
Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,
Auto-populate fields from Lookup Field
Hi, I am creating a custom module that I would like linked to Opportunities. The purpose is to raise an extension of work against a "base" Opportunity. I.e. We raise an Opportunity for a package of work (we are a consultancy). The client may then ask
Problem converting from unix time to date/time
Please see the code and output below. If I convert a date/time string to Unix time and then back again, somehow an hour is added. I have confirmed that: - my Zoho and CRM time zone settings are Europe/London - time in London is currently GMT - the date/time
Lead conversion restrictions
Hi, I encountered an issue with leads conversion and I have no idea on how to solve it: When a Lead is converted to a Deal, you can choose in which stage the deal should be, but I want to restrict this - the deal stage should be "Prospect" by default.
Simplifying complex report writing
I'm not sure that there is an easy way to do this in Zoho but thought that people in here might be able to help - Zoho has so many products that maybe it can be done by linking to another. So the scenario is that we have to at regular intervals write
Convert a location into a child account
We use locations as long if we not know if locations are self buying entities or buy via the HQ. If we get more details and a location seems to buy for itself, we want to convert a location into a child account. The only two ways I see to do it now is:
Email Templates
In my email template below everything works except those highlighted in blue. I would like to know how to get the phone , user name and Original Account ID Number into my template. Dear Sam, Our reference: ${Cases.Account Id Number} ${Cases.Primary Contact
Connect Custom Module with Contacts via MultiSelect and Deluge
I have created a custom module called "Customer Account Plan" which is created by a button on the Accounts module; this button will auto complete several fields as it's creating the record. I want to associate the Contacts that are relevant to this Account
How to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. Create
Is there a way to show a Subform field in Canvas as a Tab element?
Something like this:
If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forget
Database's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.
Field width in Canvas view
Hi, Is there any way to make the edit fields standard width in Canvas? Right now they are very small and you have to aim the mouse cursor at the pencil icon to be able to edit the field.
Zoho CRM search hot key does not work
Does this happen to anyone else?
How can we add HTML to an existing Email Template usign deluge
Is there any way to add HTML text to a CRM Email Template through deluge? We were thinking to use a multiline field with a text lets say <p>This is my text</p> and put this text in the Email Template through merge field. But it returns the whole text
Dynamically populate webpage with data from CRM record
Hello all. I'm looking for a way to dynamically populate a webpage from a crm record. For one of our services we provide reports to our customers. Currently we generate the pdf with a zoho form. What I'm wanting to do is generate a webpage with a unique
How to change export CSV column name to API name
I'm a Japanese user. The column names of the CSV exported using the following method are in Japanese. Data Administration -> Export -> request data backup It is very inconvenient if the column names are not in English when reading into the local DB. Is
Send email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holiday
Receiving reply emails in Zoho CRM
I send contacts and leads emails from Zoho CRM. To the receiver these appear to come from my regular email account. Contacting people this way creates a record on the individual's contact page. When I receive a reply it comes into my email account; in
Wizards in CRM
When I try to create a wizard, I do't have the option to use it for any module. I am missing Invoice and Sales Orders (key parts where I need to be able to create Wizards). Am I doing something wrong?
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