Update field with value from another field
Hey, community, I have one request; I can not figure out how I can do it via workflows. If you can help me, it would be great. I have a custom field (checkbox) in a Deals module. I need to put the value of this field (Y/N) to all invoices ("Invoice" module)
Global search
If I change the search layout, it's changed just for me or for all the users? How can I change the search layout for all the users?
Accounts should use only domain portion of a web address as the unique identifier / No way to prevent duplication of accounts?
In Zoho CRM for Accounts, I'm using website as the unique identifier. This means if I have an account with the website crmplus.zoho.eu for example, I can't add a second account with the same website, crmplus.zoho.eu. However, CRM fails to see that these
Multiple email address setup for one account within Zoho CRM
Hi , As title mentioned, is it possible ? The requirement as below: John own multiple company , each company have diff email address - john@companyA.com - john@conpanyB.com However John only had one CRM license account. Initially in CRM , he had setup
Use History tracking data
Hello, Is there any way I can create reports/dashboards using the history of a record? What I mean by this is: - I want to create a report that would show how many deals went from "offer" to "closed lost" VS how may deals went from "offer" to "closed
Create project for CRM Account
Hi, Can we create project by using our CRM account details of customers, is it integrated with Zoho CRM?
Doctor referral module
Hi, we are trying to setup CRM in our company and we heavily rely on our sales of our products through referrals from our database of doctors. For example, if any patient buys a product (X), it will most probably be referred by doctor A or doctor B. So
Create template with button
Hello! But with a peculiarity. It has to be a button in a template. This template generates an email that many people will receive. The main function of the button is that any of those people who receive that email, when they press the button, a task
Automatically Create & Close Task from an Email
Is there any way to automatically create and close a Task for an email that has been sent via Bcc Dropbox?
Client Portals Setup
I am a Zoho One user. I am trying to set up a Client Portal to a custom domain. However, it won't let me link it to the custom domain. I had a look in the Subscriptions and there is a 'CRM Portal Users Add-on'. Does this need to be purchased to allow
Lead Converted & Merged with Contact
Why does the system not allow users to override the values that exist on a Lead and overwrite them with existing data on a Contact when the two records are merged?
Function to automatically replace/rename specific text
Hi, new to Zoho CRM, and hoping the great community can offer some expertise! I am wanting to build a function whereby I can identify specific text strings and automatically replace them with an alternative. e.g. "Mailing Country" field on a Contact.
SubForms in Canvas
I have a sub-form in a Canvas view. Whenever I want to add or modify it, I have to click Edit and then takes me into the Standard layout view. I don't want this. I just want to edit the sub-form on the Canvas view. Can this be done?
Export You can only export a maximum of 5 reports that has more than 2000 rows, in a day
Hi, Is there an option to increase the number of downloads for reports over 2000 rows from 5 times a day to a higher number? error message: You can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports
Update contents of one field based off contents of another
Hi community! I'm looking for a way to automatically updated one field (a picklist) based off the text content of another field. E.g. IF "Country" is one of 'China, Japan, Singapore, South Korea' THEN "Region" is 'APAC' IF "Country" is one of 'United
Template Emails Sent from Zoho Mail Servers Instead of Gmail Servers
We use Gmail for Business integration with Zoho CRM so our emails will be sent via Gmail Mail Servers rather than Zoho Mail Servers. Recently we just learned that emails sent from Zoho CRM in which we manually select an email template are now using Zoho
Saving Zoho sheet View, but where?
Hello, For a colleague we had to filter some contacts. I used the Zoho sheet View menu to have a table view of the result. On the top right, you have the a green button to save the sheet. Clicking on it save it.. but where ? I thought it may be was in Workdrive, but a search coun't find the file. It's no in recent files, or even my folder. So where is saved the sheet ? Any clue ?
Report on which contact has scheduled mails
Good day In the contact module, emails can be scheduled to be sent at a specific time. How can I create a report that shows me which contact still has emails that have not yet been sent? Thanks Rolf
Intermittent INVALID_DATA error when updating lookup field through API
Hi, since last month (March 2023) I've been getting intermittent INVALID_DATA error response from Zoho when I try to update a lookup field through API, the message looks this: {"data":[{"code":"INVALID_DATA","details ":{"api_name":"id","json_path":"$.data[0].School.id"},"message":"invalid
Remove value from multi pick list field when mass editing
Hello, is there a way to mass-remove a value of a multi pick list when mass editing leads? I have the following case. For each lead, we keep track of the fairs where we meet them. So, i.e. Lead 1 Fair (multi pick list field): Fair 1, Fair 2, Fair 3 Lead
Need help creating a PDF from crm data
Background info - We do inspections on products we sell, and through a form - the inspection data gets stored into a custom module. What I want to do is somehow easily take the info stored in the fields and create a pre-formatted PDF with the merged data
Cloning Email Campaigns
Hi, Can someone help me? I am trying to clone the contacts of an email campaign in the campaign module so I can include these contacts in a new email campaign. However, once I clone the campaign I want to clone, the contacts aren't cloned. Does it mean
Workflow Not Working
Hello! I have Zoho Forms integrated into Zoho CRM (all the questions mapped) as well as "trigger workflow rules" in Zoho Forms selected. I am creating an email/text sequence in Workflow CRM based on form questions. i.e. if a customer leaves a field blank,
Please, your ideas for Vendor Portal for Purchase Orders in which Vendor can update a custom field.
I welcome your ideas on where/how within the Zoho platform to do a Vendor Portal that allows a vendor to 1. See Purchase Orders which belong to it. 2. Update one or more custom fields at the Purchase Order level. The Vendor Portal within Books cannot
Web Tabs
Really silly question. Once you add a web tab, where does that display?
Multiple potential customers and other stakeholders in a Deal
We have two related albeit distinct situations in our business. I'm looking to solve both. The first is critical, the second would be very good to have. Are these feasible in Zoho CRM as features or are there a clever ways to achieve these (that are not
How do I find all the deals that have more than one contact associated with deal
We have one contact lookup field within the deals module. If we add a contact there, it automatically adds them to the contact role for the deal. At a later point, I switch the contact in the deal lookup field. At that point, the second contact gets associated with the deal and there are now two contacts listed in the "Contact Roles" section of the deal. I want to find ALL deals in our system that have more than one contact associated with it as a contact role as we are working through a cleanup
Restrictions on conversion of multiple quotes to sales orders
Is it possible to limit the number of quotes that can be converted to a sales order to one for a project that generates multiple quotes for one business negotiation?
Account management for acquired accounts
hi, Looking for feedback on best practice. What is the best way to manage account information when accounts created for an organisation have been acquired and a operate under a new legal entity. If we overtype the old account name to the new account name
Modify default probability percentage in an Opportunity
Is it possible to override the default probability percentage at the Opportunity level in Zoho CRM? I know you can change the default percentages globally, but if we have a Stage 5 deal that defaults to 80% and we learn that a new competitor has been
Last Name not known
I am in the process of transferring my contacts in to Zoho CRM. Half of my contacts do not have a known 'Last Name' or I only know their job title and no name. How do I import these, given that 'Last Name' is a required field? I have thought about putting
Creating a new lead for a company without having a contact last name
First day on the system so apologies if this is remedial. How do I add a new company as a lead if I don't have a contact last name (which is a required field and not editable)? I will often come across a company I am going to target and not have a contact
Why is the last name required in leads
I have a company that I wish to call, but I don't know anyone there, and I'm calling to find the contact person. It's a lead, but without a contact name. What do I do, just put "None" in the last name? Seems kind of retarded. Or is there another way to
Primery Key on Last Name
Hi, I am a new user of Zoho CRM, and I have a doubt. Here in Brazil isn't common to use the last name as a candidate or contact identifier (require field), so I looked up a few posts but haven't found if it's possible to change the primary key last name
Make Last Name field in Leads and Contacts Unrequired (workaround)
There has been a lot of talk regarding making Last Name field an unrequired field. As it's not available yet here is a short tutorial video considering a workaround using import/export of translation in CRM. Also includes how you can undo if it's not
HELP with best practice for a real estate business
Hi I'd really like some guidance with what is considered best (and most efficient) practice for a real estate developer business. Our business often has up to 50 properties (products) listed for sale via various online portals (realestate.com.au, domain.com.au
How to turn off call button?
Hello, after this weekend new Call button appears next to Lead phone number. It is distracting and we want to turn it off. How can we do it? Thank you in advance, Ivan
Product Description length is limited when Quoting
We have historically quoted small parts with small product description fields with no problems. We are now trying to quote larger packaged systems but we find that the product description is limited to a relatively small # of characters. We may have a
Leads Importing related
Hi we are trying to import leads in customised format but not able to. So can anyone please help to solve this issue?
Can I modify field value 'programmatically' when constructing URL in custom button?
In the lead module, I save the phone number. Then I try to create a custom button so when our user click the button it will open the Whatsapp App in the Web Browser. to open the Whatsapp in the browser I have to open the URL using the format below https://web.whatsapp.com/send?phone=(country_code)(actual
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