Addresses - Site address being link to a Billing address
Is there a way to either have one main account (billing) and link multiple site addresses to that account. Or is it possible to have multiple accounts linked to a parent account? If we have 1 billing address for multiple satellite offices, what would
I don't understand "Contact person" on top of Transactions record
Hi, when we add a contact person in a transactions record (not sure the name of the field in english because the title of this section doesn't translate but it's something like "other contact"), these is a new "Contact person" section that appear on top
Multiple contacts for Vendors
I am looking to customize my vendors with extra contact information, etc. Is there a way to show a vendor basic information including contact names, but then click on individual names within the vendor to access more informaiton about the contacts? How
Blueprint - Any way to delete process / Transition
Hello, First of all I think I'm going to really like the Blueprint feature, once I figure it out that is. I sure hope someone can help me figure out how to fix this. I created a blueprint for our account on-boarding and set up process - While I was testing
I Want to send contact a link to update their contact record and get a request for information on them for the sales process.
I am looking to send out a few documents to my existing contacts via email and/or sms text message. Some of my clients don't have/use email. Ideally i'd like to do this with a single link/page so they don't get confused, but i'm not sure that's possible
Formula field showing number of weekdays between two dates
Can a formula field compare two dates and get the number of "weekdays" between them? I've found the DateComp function, outlined here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/create-formula-fields#Create_DateTime_Formula_Field
deactivate a user - what about their leads?
When I deactivate a user what happens to the leads assigned to them?
Option to clone section in zoho crm module layout builder
In Zoho CRM module layout builder, cloning a section is not possible. Suppose if want to make two similar sections in a single layout then I have to create a new section from scratch and I can not clone an existing section I know there will be a field
Facing Issue in Zoho CRM Integration
In local machine & docker,the Zoho CRM integration is working fine. While running in AWS Server via AWS ECS EC2 Instances,it is not working. Also, i have pinged and check the Zoho CRM site - it's pinging. Please help to sort out this issue, its blocking
How to send Email Notification by Contact Language
Hello Community, In our organisation we help people from different parts of the world and thus most of our resources and communications are in 2 to 3 different languages. This has created a higher degree of complexity and there are some key tools that
CRM feature request : possibility to add custom user field in Meetings/Activities
Hello, We have this request that has been transmitted by multiple clients. In CRM / Activities / and more specifically on Meetings, we cannot add User type fields. Use case : The meeting is planned by a presales person for the sales representative, but
undo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
How to use Campaigns as Seasons - Fashion Business
Hi there, we are running a fashion sales business. It's common in this business to work with Seasons. We sell collections of brands to Clients (B2B) within four seasons per year. These seasons don't correlate with quarters! I was thinking to use Campaigns
Idea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record
Client Script Error reason
May I know what's the error of my Client script. It suddly become wrong since today... It had worked few weeks
Composite emails related list
I have transactional emails across multiple modules defined as actions in workflow rules. I also send emails directly from CRM either as mass email or individual. Such sent emails are visible as related list, e. g. inside a Contact record. Is there a
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Company pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as to
How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,
Forecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous data
Why can't you import "Contact Owner" from Settings > Import?
If you go to a module, say Contacts for example, you can choose Import Contacts from the top. When doing that, it lets you assign contact owners using either the users email address or their user id number (found in the URL of their user screen). You
Account number field - Search functionality and input criteria
Hi, I am having a few issues with the default Account Number field in CRM and need help: 1) The Account Number field will not allow alpha numeric account numbers. All of our customers account numbers begin with a letter and we need to be able to enter this into CRM 2) The Account Number field is not searchable. When I search an account number it returns no result. 3) If I create a custom field for the customers account number it will allow me to make it alpha numeric but still won't return
Seeking click-to-call solution for Zoho CRM (in Chrome) when I use my Android phone and Bluetooth ear buds
Greetings, I am a solopreneur that does a lot of follow-up calls. I use Zoho CRM on my Windows 11 laptop. When making multiple calls, I like to keep my hands free as much as possible so I can update Notes etc. Up until a few months ago, I was able to
How to make round robin pattern using Deluge?
I want to change lead owner to another user when Lead Status is updated. as far as I know, I can’t use Assignment rules if the record has already created. so I think I will use custom function (Deluge) that can be triggered in Workflow rules. but the
Whatsapp Business
HOW CAN WE NOT SEND MESSAGES TO OUR CUSTOMERS VIA WHATSAPP BUSINESS IN ZOHO?
Emails not going thru
Image below I am not getting automated emails from ZOHO CRM to a my inbox anymore. The error below I just noticed today. These emails do however go to other email accounts I have tested with. Not even sure where to begin to fix this
Is it possible to convert regular pick-list to multi-select pick list?
I have a regular drop-down pick-list and we realized that we need this info as a multi-select pick-list. I don't think there is a way to convert from one type to the other, but what is the simplest way of moving the data over? Meaning, whatever value
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I'm a ZOHO CRM user, and I've been using ZOHO CRM along with the ZOHO CRM API and the curl command to send emails successfully. However, I'm facing an issue with receiving email open notifications. Can you please help me with this? Let me explain
Issue with Receiving Email Open Notifications for Emails Sent via ZOHO CRM API
Hello, I am a user of ZOHO CRM. I have been able to send emails using ZOHO CRM API and the curl command, but I am unable to receive email open notifications. Please assist me with this issue. I will provide a detailed description of the problem I am currently
Mass stage update
I want to update every deal i have that has a stage of X to a stage of Y. After using zoho for a while i realize i have some duplicate/unnecessary stages in the system. What is the best way to go about doing this? If i go to deals and tried to select
What is Forecast Category used for?
When editing a stage there are three options under Forecast Category and I have no idea what should be selected. The options are Pipeline, Closed and Omitted. What are the impacts of selecting either option?
Restrict User Access to Item Rate
Hi All, The problem I'm having is that even when selecting user permission to view items, users are still able to edit the item rate within estimates and invoices. Is there anyway to restrict this so that it can't be used as a work around discount? Any
Setting multiple validation rules on a text field/date field
Let's say I have a text field where they are expected to input some kind of ID. To minimize typos, we are thinking about introducing the following validation rules: - Entry has to start with "DLM-" - Entry also has to be 15 characters long Right now it's
Flexibility to upgrade or downgrade product choices within the estimate in Zoho CRM
Hello! I'm working on creating an estimate system that allows customers to easily adjust their product choices within the estimate itself. For each item listed in the estimate, customers can see the specific product associated with it. Customers can also
Custom View Designer for Meeting View
Would be awesome to be able to customize this screen We use this as one of our primary screens being an appointment driven business would be nice to customize to bring in Deals module and Related Contact data into the screen
If I have some actions in worflow rules, will it be executed in series or in parallel?
I have set some instant actions in worflow rules like this as you can see I set 'Field Updates', 'Assign Owner' and 'Functions'. so there are 3 different actions. will those 3 actiones be executed in parallel or in series? I mean will it be executed one
Gantt Chart
I created columns for job content, start time, end time, actual working time (minutes, formula) in the subform. Is there a function to create a Gantt chart from the data entered in this subform? If it doesn't exist, are there any plans to implement
Canvas is now supported in sandboxes
Hello folks, A lot of us have grown to love the freshness that Canvas injects into our standard detail pages and list views. This freshness isn't just limited to looking prettier. By building an interface around users' work, Canvas goes a long way in
CRM Custom Function
Is this possible in Zoho CRM Lead Record --> Click Custom Button --> Custom Function --> Fill Out Custom Field --> Press Save --> Function Completes
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