How can I push data from a Zoho Form field to the Notes (CRM)?
For instance, push data from a freeform text box in a Zoho Form, for example, "How did you hear about us" in the form to the Notes area of the CRM record. Is it possible? Please suggest way(s) to do it, if yes. Thanks.
Auto Populate without Submit
Is it possible to auto populate fields from a lookup field without hitting submit? I am working with two modules: leads & contacts Leads module I have a contact lookup field called 'Existing Client' and I have contact information fields. If Existing Client
Deal records order + alert on new email received for a deal
Hello, what is the default deal records order when in list view? Also: it is possible to show an alert when a new email is received for a deal? Example: Thank you
Tasks in deal view dont always show
In a deal. Kan ban view. I see some green icons on some deals (right). And on some deals i dont see them (left). Both deals have open activities. Both of them have tasks as open activities. I tried refreshing browser. Creating the task on the deal view
Zoho CRM View extremely zoomed in even at 100% browser zoom
Hello, My Zoho CRM view has suddenly becomed zoomed in. Everything is extremely large. I created a custom canvas for leads and optimzed it based on older resolution and everything fitted perfectly. But because the resolution has somehow changed, the custom
Create Bulk Invoices in Zoho Books using Deal Amount inZoho CRM
Hi Guys, I need help in writing deluge script for creating Invoices in Zoho books using the deals data in Zoho CRM. Our Zoho books account is missing some invoices and we need to sync on basis of information present in Zoho CRM deal module. The Deal dataset
Linking Accounts when Importing Contacts
I initially imported accounts that includes address information. When I manually add a contact and select the existing account, the address is automatically applied and linked to the account. But when I import contacts in xlsx format, it is linked to
How can I do a record comparison based on Created Time?
Dear All, I would like to make a comparison between 2 records based on Created Time. I would like to write a condition like if The Created_Time of one record is greater than the Created_Time of the other record then do something. My problem is that in
Stop Opportunity being created based on Account module field + Opp field
I'm trying to create a client script that stops someone being able to create an opp on save based on a account module field and opp field. Any idea what is wrong with the code? var accountField = ZDK.Page.getField("Account_Name"); var accountFieldValue
Rejection Reason in blueprint
I make a blueprint with mandatory notes but the problem is how to change to note to Reason and how to keep this record of that a particular thing is rejected due to this. for example, if i insert any reason then make a note the mandate it rejected due
Sort Order in Product Picking/Searching Pop-Up-Window
Hi, when I pick or search for a product in the purchase order section, is it possible to sort the products? Of what criteria determines the display order? For example I have Product A, Product B and Product C. In the field where you can searching for
See number of records in a module-view
Hi! We have recently switched from Zendesk to Zoho CRM and Desk. However, our operations team, has one major issue - they can't see how many records there is in each view. In Zendesk there would be like this; Open cases (12) On hold (9) Offers waiting
How to use Sandbox test widget
May I know what're the differences between production env and sandbox env? Our IT team would like to test their widget in sandbox but they don't know how to separate data. Maybe we have a global variable to identify that this is the sandbox environm
CRM Partner Access to set up CRM
I am having a problem having the customer add me as an admin so that I can set up their CRM. They are unable to add me to the CRM as an external user. Support said there was a conflict between Cliq and CRM. How do you gain access to your customer's CRM
Can't edit text in inventory template
I created a custom inventory template and saved it. Then I've opened it for editing, but it’s not possible to edit the text in the table and text fields. If I'm changing the properties of the table, I’m able to edit the text in the table, but text fields
how many records a workflow rule can apply?
Hi, I set a Workflow Rules for Lead Module. let say If a lead is created, then the workflow rules will automatically change the 'Lead Source' field in a lead record. I will create the leads one by one, not in a bulk, not simultaneosly. the lead is created
Zoho CRM Deal pipeline still showing hidden stage
Hello, My sales team required me to hide certain stages in the pipeline as they dont match our business processes. I went ahead and removed them from the pipeline. However when we click on "Deals", the standard view always shows "All Pipelines". In order
Adding User Profile Picture to Documents
Is there a way to add a user's profile picture to documents using "#" including in Forms?
Multi-Select Lookup Assignment
Hi Everyone, I am having an issue that I've racked my brown around for a few days but can't come up with a solution. Let's say I have a Client module and another module called Enrollments. I have a multi-select lookup set up so that I can assign many
Recuring task
Why task showing like this? I want when I complete the task then next one to show with missed date task only
Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
API Access to Timeline
It would be great to have a GET api endpoint for the CRM timeline. My company uses a data warehouse to store and transform data for reporting. We need to be able to report our data for a filtered snapshots of time, but with the current API endpoints,
"Next action" section in Lead page
Hello, In Lead page under details sections there is automatic section named Next action. There are shown only planned tasks with the Lead, May I show there also scheduled calls, instead checking Open activities or checking in Calls tab? The same question
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