Using Javascript in Templates
Hello, I would like to use Javascript within the template to perform advanced display control. When I searched for it, it seems that there has been a similar request for 6 years, but are there any plans to add this feature?
Reply Emails to customers automatically uploaded to CRM via Outlook
Hello, I'm just wondering if there is such a function. I would like to continue using my Outlook in combination with ZohoOne. If I now reply to a customer via email, this email should be automatically archived in the corresponding customer data record.
Someone here developped a way to automate the backup task?
Hi, like many people here, every week I take the crm's backup, download it on my computer (ish... not good for security), upload it somewhere. All good. It's my monday routine. We want to have a daily backup. I don't want to do this daily. I'm thinking
Associate a contact to a contact
It's easy to understand concept a Contact associates with an Account. But in my business perspective, how can I associate a Contact to another Contact? The use case is: we know 2 contacts are the same person, but due to business requirement, we don't
365 Calendar doesn't sync properly with Zoho CRM calendar
Hi, Following the recent update, we assumed that all entries in our 365 calendars would be synced with Zoho, but they're not. We still can't see repeat entries. I thought it might be due to how long ago they were first added, so I added a new one and
Changing Columns displayed in the Accounts View
In the main Accounts view where all accounts are displayed. The default columns shown are Account Name Phone Website How do I modify this to add/remove additional columns to this main view. Can I have the main contact persons name also show up in this
Cannot access Zoho CRM encountered error
We've encountered an error. Please try again soon or report your issue in the feedback form. I, nor can any users login to Zoho CRM as it crashes with above error immediately. it occured after linking a custom app as a related list to the accounts module.
CRM Down?
Not able to login to CRM. Any idea if this is scheduled maintenance? And if it will be back up?
CRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.
ZOHO has completely crashed
We are unable to access any ZOHO products - please help urgently. Update: We have reverted the update and it should be working now. We are monitoring the services closely.
Workflow Report
Is there a way to generate a Workflow report that shows - Alerts that have been triggered and details of who it was sent to - Tasks that have been triggered and details of the task - Next workflow step that is due and for who? Thanks, Ryan
Export my contacts & deals
I cannot find anywhere how I export my crm data. Please advise
Decimal Places
I would like to request that when a quote, sales order or invoice is entered that if the list price is set to 4,5 or 6 decimal places to the right that when the quote, sales order or invoice reflects this in the list amount. The calculation for total is correct, but the system rounds-up the value in list price and it is confusing to our clients. If they perform a quick calculation on the qty X list price ( once rounded up), it does not match the total for that line item. I guess a better question
Zoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup field
User Profile Cannot Delete Contact
I want my "Contract Review" profile to be able to delete contacts as necessary from the contacts module. Currently I have the Contacts Module set to Private I have my Contract Review profile set to View, Read, Edit, Delete for the Contacts Permissions
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
Email configuration issue - Can't send emails via CRM any more
Hi All I had to change my Outlook 365 password and when later that day I tried to use templates in Zoho CRM to send an email I found that this feature had stopped working, giving me an error message. Via settings/channels/email, IMAP is set up and it
Checklist for Zoho extension - Canvas Support?
1) Is there Canvas support for Checklist for Zoho CRM extension yet? I know we can add them to the regular layouts, but have yet to hear if Canvas support was implemented yet. 2) Besides Checklist for Zoho CRM extension, are there now other ways to add
Dynamic dropdown list based on values from another module
Hi, I can't find how to prepopulate a dropdown list with existing values from another module. I have a field on Potentials named "Salle" and it's a lookup field fetching information from Products module. The 3 products fiels are: Assis (number field)
Scheduling a workflow
Hi Is it possible to schedule a workflow to trigger if a field isn't updated within a certain time? eg If Account Status is set to Pending can I get Zho to assign a task if the Status hasn't changed for, say, a week? Cheers Simon
Automatically add a deal to a contact/account
When our account managers convert a lead to a Contact/Account they must manually tick a box to create a deal. Sometimes they forget to do this so they have to manually add all the information after. Could there not be a way that we could set it up so
Deal details display at conversion
Hi, I have created a Pipeline in my CRM. This is displayed when I choose to create a Deal at the time of converting a Lead which is great, however the order of the fields don't seem to make sense. I should be able to select my desired pipeline, then choose
Campaign -> CRM Sync
Hello - We recently obtained a business that uses Zoho in conjunction with Wordpress/WooCommerce. Leads are captured via a form on Wordpress. Starting Thursday 11/9 around 4pm these leads stopped syncing with CRM though I am able to view the submissions
How to add hours of operation for an account.
Trying to find the best way to document a business's hours of operation so I know when I can or cannot call.
E-mail as mandatory field instead of last name
Is it possible to change the mandatory fields for leads? Making additional fields mandatory is not a problem, but I would like to have the last name as a non-mandatory field. I use the email instead
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact.
Extending API token expiration time
I am trying to get API calls set up with a customer that plans on creating an automated process on their end to get/post records. Seeing as the token expires every hour this creates a little road block. Is there a way to extend that token to a longer
Show File Upload field in a Report
I do have a subform in a module where we upload files. I would like to generate a report where we can see all uploaded files from the same page. I wonder if is possible to get the URL of the uploaded file somehow. Maybe via Zoho Flow? Get Fetch File Upload
Record has multiple instances in CommandCenter
Is it possible to restrict a record to only be in a the same CommandCenter Journey just once at a time?
looking for an extension to convert for instance the native invoices modules to Books invoices or inventory
Hello I'v seen an Zoho CRM extension month ago , but can't remember where or the name It's a an extension to convert for instance the native invoices modules to Books invoices or inventory Because we use native invoices, quotes and sales order in crm,
Contacts showing above Account Information on Account Page Layout
When did Contacts get their own section on Account Page Layout below the Business Card view and... can we hide it?
Wrong author zoho.crm.createRecord
I'm using a Deluge script to create a note in Leads (Detail). I have created a button with the following function: notesMap = Map(); notesMap.put("Parent_Id", leadId); notesMap.put("Note_Content", "Sample Text"); notesMap.put("$se_module", "Leads"); response
Google Calendar Sync Lag
We utilize google calendar in our org since it sync's so seamlessly with our mobile devices. I have google calendar two way sync enabled in zoho. The problem is lately it's been very laggy. Sometimes an event added in zoho will show up in seconds in google
Is there a way to assign accounts to two different territories with one rep?
We have two instances where one rep is responsible for two different territories. For example, Josh is responsible for Territory 23 and Territory 27. While I can assign Josh to separate territories, I could not find a way to assign the accounts to separate
Links on custom record page
I have created a 'custom record page.' How can I integrate these links as in a 'Standard View'?
How do I edit the default Zoho layout
I cant for the life of me figure out how to show/hide fields on the standard account layout and/or reorder them. I don't want to have to create an entirely new layout using canvas to do this. That seems absurd.
Maintenence of a contact in Zoho CRM
Hi, Can you advise if there is a way to trigger an alert a year or so after a contact was created in Zoho CRM, so that the contact information can be checked if it is up to date?
Auto update email addresses
I have a contact then a related list 'Account' and 'Account number'. Lots of places to update info. I want the email address from the contact pulling through and copied onto the account and account number modules. so they also update as the contact does.
Is it possible to download updating calling data from crm monthlywise? If yes, please share Steps
Hello all, I need a calling data with month wise to check calling status . Thanks eCraftIndia Team
How can I associate emails to a lead or contact if their email address is in the "reply to" field?
Hi there, I have clients booking calls using a different system that isn't connected to Zoho. I get notifications of client bookings from an email address "no-reply@", but the reply-to field is the client email address. How can I automatically associate
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