Duplicate Leads in 2 Module
Hi All, I have an issue. We use 2 different modules, Cold Lead & prospect Leads. The challenge is that if a lead is already exist in Prospect Lead Module, a user can create another lead with the same details in cold lead module, which itself will be a
Introducing Strategy Influencer for Forecasts in Zoho CRM
[Update | 21 Aug 2024] Strategy Influencer in Forecasts is now available for 10+ user accounts in Enterprise and Ultimate editions. Previously, it was restricted to orgs with 20+ user accounts in Enterprise and Ultimate editions. Hello all, We had earlier
Exciting enhancements to Motivator for Zoho CRM
Dear customers, Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability
pre-defined field customization
I need to use a filter to show the Lead Owner field's values, but CRM isn't letting me do so at the moment. need to filter out lead owner values based on roles. how can I remove the Lead Owner field from my layout?
Form to request further data from Leads/Contacts
Afternoon All, We use a contact form on our website to gather basic contact details from leads, however once they are converted in to contacts we usually need to gather some more background information like full postal address, company name if appropriate,
Funnel Analytics
I want a funnel from "Potential - Qualification" to "Invoice Paid", and show conversion from one stage to the next. Is this correct, or do I need filters for the other three stages? When I use this configuration, I see an improbable 100% conversion from
Sales Trend Dashboard
We use a heavily-customized Deals module. The default Sales Trend dashboard give by Zoho shows the two graphs below. Ours remain unpopulated presumably because we have overlooked using one or more of the Deal-level fields which create this report. What
Old lead data after being converted
Hi, I was wondering what happens to the old data when you convert a lead to a different module that isn't mapped? Is it still there somewhere? Thanks.
is there any limit on creating new rule entry on assignment rule?
Hi, in assignment rule, we can create a new rule entry like this my question is, is there any limit on how much new rule entry I can make? can I make up to 50?
Zoho User Group (ZUG) In-person meetups - India
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.
Lynk/Synch Zoho CRM TICKETS with Zoho Desk CASES ?
Hi I started a new CRM portal in which I gave permission to users to create and edit their CASES. I also operate Zoho Desk for customer support. All this through Zoho ONE btw I activated the Zoho CRM contact synch from the Marketplace Shouldn't the cases
what is the scope that can give access to all API?
when trying to make a new self client, we need to add scopes like this we often make a mistake since we forget to add a scope. is there any scope that can cover all? because we use zoho CRM for ourself, we are trying to connect Zoho CRM to our own application.
Edit a found set of records in CRM
Hi I imported a large group of contacts to my CRM Leads. But in my personal address book the country is written as UAE. But in CRM the dropdown for country is United Arab Emirates. I can search for the UAE records. But I'm looking for a way to bulk change
Quote/Quoted Products Function Issue
Hi, I have products on the CRM with a picklist field called Status that is set to Published, Draft or Pending Review. Products are added to quotes naturally with the subform Quoted_Items. I want to update a picklist field on the quotes module (called
CRM Canvas Tab Container - Tab Visibility based on User Role/Profile
In CRM Canvas I want to be able to hide a specific tab in the Tab Container based on the Role/Profile of the user. Ex: Administrator vs Standard user. Is this possible to do instead of making a separate Canvas per Role/Profile?
Email through CRM
I am receiving the following error when trying to email through Zoho CRM. Any help would be appreciated. Thanks
can I get converted and uncoverted leads record using one API?
Hi, In reports module, I can get converted and uncoverted leads record using filter like this can I get the same results using one Zoho CRM API / endpoint?
Inclusion of Email Information in Automatic Workflow-Generated Tasks
Hi, Currently, I have set up a workflow in our Zoho CRM account to automatically create tasks whenever an email is received. This workflow is functioning as expected and successfully generates tasks for each incoming email. However, I have encountered
Can't create new account from quick contact create card
Hello, In the deals module for example, when we want to assign a brand new contact via the lookup field, there is an option for "Create new". However, as our Account Name in the Contact module (which is a lookup field, obviously) is mandatory and in the
Zoho a New User Screen / Layout as per the Role
Hello everyone, I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is
Dependent Lookup Fields
Can Zoho CRM lookup fields include only records with a related record? For instance, if I have a Deal with Company A and want to assign a Contact to that Deal it shows me all contacts, not just the ones in the related record Company A. I forget the term
Lookup filter
Hello, We have a Contracts module (A, B, C, D) and a Products module with Contracts lookup field. So let's say products are A1, A2, A3, B4, B5, B6, etc. Now, there is a third module with both Contracts and Products lookup fields. What we want to do is
Canvas need to show one filed from Sub form
We need to show sub form in Canvas screen but now all filed was show, We only one filed inside sub form. Do you have any idea? Can we make some function and add Base module and show?
CRM: Problem with cloning meetings
If a meeting is cloned in CRM, once the date is changed, the end time is reset to being 1 hour after the start time. It's easy not to spot this error. Please could the bug be fixed, so that the time isn't reset when the date of the new event is chan
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
Currency fields missing formatting while editing
When viewing a currency field, it is displayed correctly: However, no formatting is shown when editing the field and entering a value. This results in potential data quality issues and a poor user experience where users can't easily see the value they
Close Deals based on Account Customer Stage
Is it possible to put in place code that would automatically close Deals based upon an Account Customer Stage field.
Formula on Products not available in Quote Module
I have a formula for Margin on my Products Details (Price minus Cost). I want this formula field to be added to the pricing subform within the quotes module. However, when I pull up the "Fields of Lookup Module" when I select "Add Field" it is not an
Leads Won Report
I feel like I'm missing something VERY basic. We can track deals won in reporting, that's great. For us, Leads are converted to Deals - we'd like to build a report that shows "Leads Won" (different from "Deals Won"). It doesn't seem like Zoho CRM reporting
Associate Lead with another lead
Hi, We are in travel (B2C) and our setup is a bit different that generic companies using zoho. We currently don't use the accounts module because we work with individual customers (who often change the group of people they travel with (family/friends)).
Create Create Activities - Tasks
I have seen all the documentation re; customizing quick create menu on deals. Can that be done on Tasks? My users get really annoyed by having to click, 'more fields.'
Create folders automatically in Zoho Workdrive based on Module action
Hello, I know this is kind of a stretch, but is there any way to create a folder structure automatically when a Deal reaches a certain stage? Thank you!
Work Order Management
I am looking for an all inclusive work order management system. I need something that can track work orders, return statistics, handle inventory management, track employee and contractor performance, etc... We also receive grades on several different
How can I conditionally display a checkbox in a blueprint?
Hi, I have a blueprint with a drop down field for next steps. On one branch of this, there is a checkbox that displays further fields. Currently, I can make fields display conditionally by using a layout rule with 'Make field mandatory' (How I've done
How to setup quick action in related list field
Hi ， I can see various action options in my canvas Quotes related list field. But it is not in Purchase Order related list field. May I know how to activate them? Thank you. Kava
Scanning business cards
Hi all, I go to exhibitions and Id like to be able to scan business cards and create Leads from them. I think I can do that with https://www.zoho.com/crm/card-scanner.html . Id also like to be able to take photos of exhibitors products and attach those
What ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared.
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
set the sort order for any view
Need to be able to determine the sort order of any view you create. Need to be able to set the 1st sort, 2nd sort, etc. i know you can do that now clicking a column, but want the sort to be automatic when you use that view.
Trigger Workflow when Item is Assigned to a Related List
Hello, My specific case is that I have a custom module called Assets. They are physical products with serial numbers. We assign an Asset (serial number) to a Sales Order so the fulfillment team knows which serial number to ship. Assets are a related list
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