Wizards | Search and conditional layouts bug's
Thank God For Every Second!! Hi, A Few Bugs I found in Wizards: 1. Layout rules do not apply to wizards so if you have a conditional mandatory field, it will not be mandatory when using the wizard. 2. The layout rules apply to the record after it is created
Field Validation Total
In CRM we are trying to validate a field in that the other four fields should equal the total of the one field. For example the field Overall Project Value should equal the the total of BusinessUnit1, BusinessUnit2, BusinessUnit3, and BusinessUnit4. If
Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to
Autosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.
Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forced
Importing from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?
Related List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?
Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?
On-line help
I didn't find the on-line help ... Where I can find it ?
How to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? Regards
CRM Telephony - JIVE - Screen popups not going away
Hi, Just wondering if anyone else out there has issues with their telephony integration with screen pops being delayed or not going away. I use JIVE and they have told me the issue is with ZOHO and not them! Issues I'm having for inbound calls are: 1.
Data migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you a
Fail to receive Email.
Hi Zoho, Is there any update of Email setting start from Dec? such as cetification verify etc... Our sales report that some of our factory fail to receive our Email. I need to find the cause of it. Thank you.
To change Dashboard data display w.r.t. Financial Year
Dear Team, In my dashboard, under Top 20 Accounts By Revenue This Year - data shows from Jan to Dec, but i need the data ti be shown from April to Mar (Financial year). How to change that?
Comparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that you
Error of Invokeurl
Hi, I am using Zoho CRM deluge to push order into Zoho Inventory. and I follow https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-ordermade this guideline and made below array. However when I execute it , it returns this error. {"code":4,"message":"Invalid
Client Script setValue for Disabled Input
Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified for
Report - Editing a Criteria Pattern
Hi Can someone help me. I have the current filter which works perfectly, as below However there are three leads I want to miss out Can anyone assist with the criteria pattern so I can miss these three out? Many thanks Emma
Mandatory field based on answer from another module
Hi, tricky question, not sure if it's doable. I want to make a field mandatory in the deal module based on the answer of a field in another module (enterprise). EX : if the question X in the enterprise module has the answer Y, then make the field Z in
Zoho CRM Circuits OverView - Zoho CRM
#Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.
Restore from Backup
I gather from the forum entries that when a backup is done manually it includes csv files with all record data as well as copies of any document attachments. Is there a way of restoring all of this data AND attached documents to reset the database to the exact state when the backup was made?
Massive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups
Importing Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - Call
Can a group own a lead
We have 3 departments each with about 3 - 5 sales reps. These sales reps cold call leads based on their departments product and typically a geographic area. The areas rotate, so assigning specific leads based on area wouldn't work. In dynamics we were
Lead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the Leads
Filter on +
Phonefields : how to filter ,if field has/has not + sign like +1-123-456789 WilliamR
Phone format updating
I have thousands of Phone fields with (as example) 0030-1234567 30234567890 145673456777 How to mass update to +30-1234567 +30-234567890 +1-456-7345677 So it should be always starting with + sign, the - is less important William R.
Update contact with a deal trigger
Hi everyone, Here is my problem : We close deals with 3 meetings : M0, M1, M2. I want that : - if my deal is in M1 stage, then create a new google drive folder and put the link of the field in the contact field. With workflow rules or Zoho Flow, I am
Data Sharing Question
I'm the CEO, but i'm also in charge of a large group of accounts. I have an assistant who helps me manage accounts, enter new leads, and set meetings. We also have sales people in charge of their own accounts. On my dashboard I want to see metrics for
Question around Journey Builder
I am trying to build a multi-touch sales cadence using journey builder where our reps reach out N number of times over X number of days. I am using the default journey as a test and have a question about scheduled actions for a given state. If the lead
Coming soon in Dec: A revamped setup page in Zoho CRM
Last modified on: Thursday, 28th Dec, 2023 These changes in the setup page are currently in effect for all users in all DCs. Dear customers, We're pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been
How many jobs (deals) per client (contact)? Report or Dashboard element
I am trying to show something that simply shows how many jobs are attached to each client in our system so we can track repeat business. For example, if I have a report of jobs closed this month, I want to be able to filter how many already had a job
Working with my meeting dasboard
Hi, I've schedule a meeting with a client and create a it on ZOHO CRM under open activities. Later, the closed activities update of that meeting is still showing up in my meeting dashboard. My question is why didn't it disappear from my meeting dashboard
Custom Module Alphabetical Listing in Lookup
I have a custom module “Company” and within it a field “Company Name” and that field has a list of company names. The field “Company Name” is used in other modules as a lookup where the user needs to select a company name. The problem is that the list
How can I trigger a custom function if a CRM email is not opened after few hours?
Hi guys, I would like when I send an email to a contact through CRM, if 3 hours later the email is not opened then to trigger a custom function (whatever function). I have tried in the Emails module when Outgoing Email is Unopened for 15 minutes then
Can emails be seen by users who have not connected their own email account via IMAP?
Hello: Our sales reps have connected their email to the CRM via IMAP. Their email sharing is Public and we have set up data sharing for all modules (Public Read/Write). Our CEO, who is above the sales reps in our hierarchy, has not connected his email
Zoho page layouts are not being applied
I'm new to Zoho but not CRMs and I am having an issue with a page layout not being updated. I have a layout rule set to apply when lead source = Facebook, but the standard layout Is still being applied. Perhaps I am doing something wrong, but when I built
Parent Account - For Referral Business
Hi, My music entertainment business receives some of it's clients via event planners for example. For those cases, we have the event planner set up as an account, with contacts of the event company linked. We are integrated with zoho books, which takes
Extra Slashes Messing Up JSON from Webhook
Hi everyone! I am trying to figure out why my COQL request, being triggered by a webhook sent from CRM, is returning a bunch of extra \ in the query results and in the webhook JSON data. I have not been able to figure out why, The same exact query run
Visitor Online Setup
Hi, Just would like to know how to set this linkage between webpage and CRM?
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