How to see list of upcoming Reminders (for Tasks)
Is there a way to view a list of upcoming Reminders (for tasks)? Perhaps either 1) all upcoming reminders, or 2) upcoming reminders on/between certain date(s).
Why is my Create Time field not able to be accessed in Contacts
I am trying to condense the Created Time in Zoho to only be the date, however, whenever I go to modules and contacts, and try to create a datepart formula it gives the following error: We couldn't find one of the CRM fields in your link. Look at the field
Can't access leads
I'm the only admin and user and I can't access leads. What do I do? Thanks!
need a way to add existing contacts to account
There doesn't appear to be a way to add existing contact info to account contacts requiring us to re enter and duplicating information. Quick use case of why this is an important feature: make a contact with X not knowing 'value' realize later contact
Function for MASS merge of duplicates.
I have database of thousands of records, there have been some errors in multiple previous uploads resulting in mass duplication of hundreds of records. I understand you can find duplicate records by going through each record one at a time, but this will take me far too long. Is there a way instead to find all duplications at once according to for example email address, and merge the duplicate records into one record for each email address? Anybody know if this is possible? Best Scott
How to associate leads with a Vendor or Contact by State
We utilize an external sales force that operate on commission. Each sales rep has their own territory. They do not have a Zoho CRM account. Right now I created Vendors for my sales rep companies and list the Sales Reps as contacts for them. I would like to find the best way to associate leads/contacts with a sales rep. I'm not sure if a related list or pick list will work best. 1. I would like sales reps to be able to submit leads using a web form and have a way to automatically or easily associate
can I add date/time calculation and data aggregation on report?
Hi, I need to make a report like this it is a report to monitor how much time it takes for our sales representatives to follow up by chat or call after they are given a lead. we create two Date/Time fields called 'Start Time - Sales Qualified Lead' and
Using subform field as merge field in an email template
When creating an email template, I can easily incorporate fields from a module (like Leads) using merge fields. But fields within subforms in those modules are not available. How can I merge data from a sub form field into an email template?
zoho desk and zoho crm integration
When i create a task in Zoho Crm then a ticket is created in Zoho desk.How to do this,What is the deluge script for the same
Introducing an additional placement for Custom Buttons (List View - Utility menu)
Hello everyone, We will introduce an additional placement for the custom buttons called the utility menu aside from the following locations: Create/Clone Edit View page List View - Button for each record List view page Related List The new location called the List view - Utility Menu allows you to access the button from the module's list view. The button will be placed in the top panel before the More icon in the list view. This option will be available for everyone by the end of this week.
Automatically set Deal Image
Hello, we need to set the deal image automatically and there is no possibility for this in the API (for whatever reason). We want to take the first image of an image upload field and set it as the deal image. Is there a workaround for this? Thanks in
Customer gets called two times when clicking on the phone icon in Zoho CRM
We have seen that when a user clicks on the phone icon the phone number get called two times, when the phone call gets answered two time we're on the phone with two people from the customer. How can we fix this?
Zoho CRM Email Notifications
Hello, I have created an email template in Zoho CRM which contain buttons to various dashboards and spreadsheets. I want to schedule this to be sent out every Friday however I can currently only do this by setting up a workflow to trigger the email based
Lock a field based on another field
I have a couple of fields that I want to lock for all users except admins based on field value so locking the field for admin-only is not an option. For example: Field Account Stage can be edited by anyone until it goes into 'Customer'...at this point,
Passing through Lead ID to landing page
Hey everyone, we integrated a zoho crm web form (by using source code) on our website. We'd like to offer customer a set of actions AFTER the lead was submitted (such as scheduling an optional callback appointment). We want to update the previously generated
Creating a graph showing monthly changes of a field / Track changes in currency field
Hello, is it possible to track changes to a currency field? I'd like to create a graph showing monthly changes of a currency field. I.e.: - Last day of March 2023: 1.000 € - Last day of April 2023: 1.500 € - Last day of May 2023: 2.500 € .... Thank
Announcement: Unused formula fields are no longer computed
Dear All, We hope you're well! We are here with a quick announcement about formula fields. Previous behavior: If you remove an active formula field from your layout, it will be moved under the unused fields tray. Although, you cannot see the removed formula
Spam being hacked into Lead Table
I am using the hosted CRM service, and like many others had been getting constant bot-generated spam through my Web-to-Lead form. So I added some "anti-spam" checking of the messages (looking for keywords and for url links etc..) But I'm still getting spam messages and so after doing some more testing and debugging I have come to the conclusion that these messages are NOT coming through my Web-to-Lead form -- they don't have the extra formatting etc.. that I use to with legitimate messages. How are
custom field to count open tasks
Hi there. is there a way to have a customized field to count how many open tasks this lead/opportunity has? detail: this field start with 0, when you creat a new open task, and save, then this field become 1, if you complete the task, it become 0 ag
Is there a way to lock Kanban as the only view?
I don't want employees changing to list view etc. I want to lock Kanban view and not have any other option. Can this be done?
[Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
ZOHO CRM Dashboard (Home page) Versus CRM Motivator Dashboard
Hi, understand under the Zoho CRM, there is this additional module called the "Motivator" whereby the user can add targets to their KPIs etc and build a dashboard here under the "Motivator", my question what is the difference between this dashboard versus
View another user events on calendar
I'm CEO of my CRM organization and cannot see my admistrator calendar. How can I define CRM correctly so I can see his events calendar? Thank you
Mass deletion of all data in Zoho CRM
I need to delete all of the data in my leads, potentials, accounts and contacts but I can only find a way to delete them 100 at a time. Is there something you can do at your end to mass delete all of the data so I can re-upload the data I need? In the
is there a way to restrict user from changing deal stage until he enters a specific data ?
I changed the default deal stages, and I need the user to enter data when switching to specific stages for example, if the user changes the stage from "Negotiation" to "First Payment" he must enter the amount of the first payment received I made a workflow
Field Formats magically displaying different formats than preset (date, time)
This is a curious but - for us - crippling issue, and it has surfaced completely out of the blue. Throughout various Modules we use date and / or time fields for related data. For example, date of birth, date of appointment and so forth. This morning,
Restore Deleted Workflow
Hi, is there a way to restore deleted workflows? One of our staff was being helpful and clearing some old templates and things but has accidentally deleted some needed workflows. Thank you
I cant add more then ten contact for my free user
I can't add more than ten contacts for my free user
can I add converted leads into my leads report?
I need to make a report to show about leads created for today. something like this but the problem is, when the lead status is qualified then my CRM will automatically convert the leads into contact and deals (using Blueprint), and so the lead that qualified
Email to write back to Zoho CRM
Hello, I am able to create an email notification to my sales team of a new lead. However, I would like to send reminders daily until the sales team either updates the records in CRM or if the can click a button in the email to acknowledge they have reviewed
Send SMS via workflow rules without a function
Hello, I've been building all my Email templates in Zoho and I also want to send SMS messages along with the emails. In the picture below, this is how I send email templates without coding. Is there a similar option for SMS messages? Is this possible
CRM Export to Zoho Sheet Option
It would be very nice if we could export Zoho CRM Reports to Zoho Sheets. As of now, export options are Excel, PDF and csv. While those options work, it would be nice to be able to export directly to the Zoho ecosystem. : )
Converting deals to leads
Hi, I know we can do leads and associate it to deals. Has anyone tried converting deals to leads?
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production environment?
Automated emails with responce tracking and follow up | CRM
Hi I want to send an email to a small database of contacts (200), embedding their first and last name in the email (already imported). I would like to track their responses as well, and send the custom, one-off reply. If they don't reply for a week I
Click to Call: Action Change
Hi, This morning I noticed a different icon/image next to phone numbers in Zoho CRM. It used to be a green bubble. I use the Firefox browser. Not sure if this was a browser change or not. Now it is an outline of a phone. When clicking to call, I had previously set to dial me. Now it wants to launch an application on my desktop to ring out. I prefer my previous set-up of having it call me on my cell.
zoho crm hourly consultant needed
I have some questions that are pretty simple and I would like to hire someone to answer them immediately. LMK if you are interested and what is your rate for 10minute blocks. Thanks!
Not able to generate access and refresh token using Zoho CRM api URLs
Hi, I am not able to create access and refresh token after entering the api url with grant_type,client_id,client_secret,redirect_uri,code parameters in the api URL.The URL shows "Server error occured".Any help would be appreciated.
No Information for new users
Hello Guys! Im the admin for portal****, and I setup 2 users Unfortunately, they can´t see the information that Im worked, could you help? Thanks and Regards Moderation update: As user email address is sensitive, we've noted it and removed it from public
Is there a way to see all Workflows and Email notifications associated with a user
Hi all, We have a user leaving our tea shortly, and all the email workflows set up to be sent from this user needs to be switched over to the new user. Unfortunately, I can't seem to find a way to just see all workflows assocaited with a user so its all
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