Deal Hyperlink in Reports
Is there a way to put a hyperlink to the Deal in a Report that is in Excel?
CRM Picklist values not all showing
Hi all I wonder if anyone else is having this same problem. I have a picklist field in a deal module - on the back end I can see all my options fine. BUT when I go into create or edit mode of a record - it only displays 2 of my 5 options and I can't understand
ZOHO CRM Client Scripts: Module Vanished
I was working on some client scripts and realized that some of the previously created client scripts are no longer there. When I checked all the client scripts for the module (Meetings) were gone and when I tried to create a new CS for the Meeting module
Send License Renewal
Hi, We are software company providing license subscription for our clients. We have created Accounts, Clients and License modules in Zoho CRM. We need to send license renewal notifications email to our clients when their subscription has expired. Currently,
Write Webhook by Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Import text with line break into custom field multiline (textarea)
Hello We success to sync our custom fields from our app to Zoho CRM, but how can import the line break ? We try with : <br> \n \r\n but with no success. If we make break line into that field in Zoho CRM it works, and it keep them after saved, Thanks for
How to check if Lead Email already exists in Account or Contacts
After attending a trade show we have the list of all the people who allowed us to scan their badges. Our normal routine is to upload them all as leads until they are qualified. Is there a way we can check if their email domain already exist in contacts?
Update Closing Date Based on Other Date Field
Hello, Is it possible for me to update the closing date field for an opportunity by setting a different date field? For instance, my company has quotations that last 30 days, 45 days, and 90 days. If we set the stage to a 30 day Quotation, and set a custom field "Quote Date" as the day we send the quotation, is it possible to update the Closing Date automatically to 30 days after the Quote Date? I'm aware I could use Execution Date, but not all quotes go in the day they're sent so it wouldn't be
Check duplicate email in Contact & Lead Modules
You should ask your support people or developer to create a script for a "Cross-Module Reference". It requires a good deal of setup and knowledge of deluge and how to work with API's but it can really help. For instance if a sales person wants to add a contact that they just discovered to the lead module, and that person was already a record in the lead module (lets say they already downloaded some premium content". The system would ID that their email's match and would send an alert to the system
Can we use Zoho CRM for both B2C & B2B at the same time for huge number of Contacts?
Hi, I know Zoho CRM can be used for both B2C & B2B. We have huge number of records for both B2C & B2B leads, contacts, tasks and potentials. Which is the best strategy to implement both B2C & B2B through Zoho CRM? Use both B2C & B2B in the same CRM account
pre header email template
how i set pre -header in email template.
Can't access ZOHO pages or sign in to anything ZOHO, getting DNS_PROBE_FINISHED_NXDOMAIN.
Hi folks. Tried ManageEngine last week and kept getting this issue. Now trying to sign up to ZOHO for crm and hitting the same thing. Ive tried 2 different networks (home and office) and 2 different devices (laptop and office workstation). Only seems
How can I delete a record from CRM and at the same time from Creator?
I have created a custom sync (lets say) between zoho crm and creator with deluge. When I add a new record in CRM Contacts then this Contact is added in a Zoho Creator Report. I also keep the Creator ID in CRM record so when I make any change to this CRM
Products added in Zoho Inventory are not showing in ZohoCRM, on ZohoONE?
Any ideas where i'm going wrong? I am adding products into zoho inventory but they arent showing in my zohoCRM?
Problem in updating Contacts in CRM with CSV import
Hi, I have some contact I would like to update. I've created a simple coma-separated csv. and I mapped those Record ID,name,field_to_update zcrm_5373870000007081001,jean,true File looks fine in excel and in notepad. My problem is, it doesn't update the
what is the file and data storage limit in Zoho CRM?
I just want to upgrade to paid version of Zoho CRM, but now I see an upselling offer for file storage and data storage add on like this I have some questions, because it seems that there is file and data storage limit in Zoho CRM 1. what is the the difference
Exciting enhancements for the Canvas Builder!
Hello Users! We're excited to announce the latest enhancements to Zoho CRM's Canvas Builder, taking your customization experience to new heights. Discover the following feature upgrades and improvements, designed to empower you with even more flexibility
Error 504 in Zapier, when trying to update an existing record in Zoho CRM
Hello, today and for any reason a Zap in Zapier stopped working. I am updating an existing record in Zoho CRM (Invoices) in a Zapier step that is now causing the issue. The error is: 504 Gateway Time-out. I already re-connected the Zoho CRM account and
get current record
hello I'm trying to add a list in Zoho crm product (part of the code) Productid = 133994; productList = zoho.crm.searchRecords("Products","(Product_Code:equals:" + Productid + ")"); what I'm trying to to is to get the value of a custom field in the current
Data bundling for sending quote to customer
I would to like to ask that if there is a feature of sending a quote to the customer in which I can bundle multiple products and make them visible as bundle of product names, total bundle price. Basic purpose is to hide the quantity of the products and
Create groups based on a deal
Hello there, Is there any way to creat groups on a deal? for example, on a deal I need a support team made out of a few members of the entire support team and when one of the members of the team assigned to work on the deal closes a task, all of the other
Zoho CRM is so slow here in China
Sometimes I enter a record or try to load a module list. Need around 10 seconds. No issue when I enter another website. Not an internet issue as we are at 1000MB speed.
Translate Section Headings
I'm using a Enterprise subscription with Translations (Setup - Customization - Translations) enabled. I know how to Translate custom Field labels and Pick list items, but is it possible to translate the section headings? They don't show up in the exported
Zoho CRM is so slow here in Indonesia
Hi, Currently I am in Enterprise trial version. I really love continue to use Zoho CRM since it almost perfectly fit to our business need. but unfortunately the Zoho CRM web is often so slow. I am in Jakarta, Indonesia. the web is so slow in here, it
how to relate task to a deal using API?
I am trying to create a task that will relate to a deal using Restful API, programmatically. I create a POST request to the endpoint below : https://www.zohoapis.com/crm/v4/Tasks and the JSON body was like this { "data":[ { "Subject":"Task Test, "Owner":
Improvements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively
Can't add attachment to an email send from the Enterprise module
In most modules, if there is an file attached in this module, I can compose an email from this module and add a attachment file using the "From record". But in the module "Enterprise" I can't. Even if there is a attachment in a enterprise record, when
Workflow Rules Not Triggering
Hi all, Workflow rules that were working up to about a month ago, specifically for accounts that have 1 field modified with set conditions, that schedule emails based around these conditions, are no longer working. I was originally told to add the "unsubscribe"
Deleting Dashboards
What is the problem with being able to delete Dashboards?, surely this should be allowed?
IMAP Mails when an employee leave the company
Hello, We are thinking of setting up our ZOHO CRM accounts with IMAP (Gmail). If an employee leave the company, do we need to keep his Google account to keep his mails into CRM ? If we remove his Google account, the employee emails will stay into CRM
Notification when adding a doc in attachements
Hello, I tried to create a notification that gets triggered when a specific user uploads a file in attachements in CRM. I could not figure out how to do that, can you please let me know if this is possible? Thank you!
Removing special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813
Adding Formula to make dashboards
I have created a formula that needs to auto-populate the result on to the tables then i want to display the information on the dashboard but i am getting several errors. 1. on creation there is an error that the field will not be displayed during creation
Unable to schedule meetings
Hello I am unable to schedule recurring meetings in Zoho CRM Calendar. It says unable to complete request.
Any one have family head format
Hi, anyone has Family Head Format so I can customize it according to that.i want to link also contacts with family head.
Problem importing records and linking to existing products
Hello, I am trying to import records into a custom module "Subscription" with the import feature (Data Administration / Import NOT the CSV import feature of the module). The CSV file I use for the import works without any problems and all data is imported
Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her email
Deleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deleted
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.
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