Linking contacts doesn't process "on edit" workflows
We have Zoho CRM setup with a Student to Class custom module. When we assign a student to a class, it doesn't count as an "edit" and therefore won't process workflows that need to happen when something changes. For example, if the class is full, I need
CRM Analytics - help me understand "previous period" and "previous period relative"
I want to do a week-on-week comparison.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Zoho Sheet View 'Account Name' column locked
This has changed recently... We used to be able to update a list of 12 records' Account Name in sheet view. We have been doing this for 2 or 3 years. Suddenly that field is locked and I have no way of unlocking it. Can anybody help this has slowed down
Changing API Name secretly appends __C
When I edit the API Name for a custom field, it displays correctly, but when I refresh the page I see that the system actually appended __C to the name. For Example: In API names I edit the name of a field to be Plantango_Id When I click on Save the screen
How to filter Related lists
Hello I would like to get filters on related list e.g. if you see accounts, the related list are sales orders or opportunities. I would like to place filters here like (sales orders last month, all opportunities without status lost). The lists can get
Basic Set-up guidance please!
Hi, I was wondering if maybe I could get a little push to get me going in the right direction as far as my workflow, as my business process is unique. I broker (buy/sell) used construction equipment. I would mostly like my CRM to track the activity flow
Adding deals to leads
Is there a way to add a deal to a lead that hasn't been converted to a customer? I track sales success by the value of potential deals associated to leads not customers! My workflow is as follows; Cold Lead >> Warm Lead (with quote attached) >> Hot Lead
Zoho Sheet View - Deal Module
The Zoho Sheets View just got a big update. Link to update summary is here https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/using-zoho-sheet-view#How_does_Zoho_Sheet_View_help_a_sales_rep There are a few great
Floating Cookie icon - blocking content
Not about CRM - but is about the documentation website(s) Floating Cookie is in the way - how to make it go away?! Happens on this page: (and others) https://www.zoho.com/crm/developer/docs/api/v4/modules-api.html In the Left Navigation area, scroll to
AdWords information not coming on Zoho CRM
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM.
Problem with workflows and Lead Conversion Automation
Hi, I tried everything I could think of on how to accomplish this with workflow automation: "When a lead is created or edited, apply some actions (such as field updates), wait and then convert". Basically, you cant delay a workflow if you plan to convert
Transfer data from one sandbox to another sandbox
We have a sandbox with test data. We have created a second Sandbox. Is there a way to transfer data from the existing sandbox to our newly created sandbox?
Contacts Who Are Buyers AND Sellers. How to track deals?
Hello, I have a list of contacts who are mostly buyers. On rare occasions, these buyers also act as sellers. I currently have all contacts saved in the Contacts module and I have a custom field named "Contact type", where the selections are either Buyer
Webform embed to Wordpress - copy paste not working ?
Hi, I tried to copy paste the webform code into my wordpress page, but it wont paste onto my wordpress html. I copied to notepad, it is working. I copied bits by bits to my wordpress, it was working until i reach certain part of the code, which wont paste
Announcing product bundle training for partners
Hello partners! We thank you for your participation in our product bundle training survey. We are delighted to share that we had an overwhelming response to the survey, and we extend our sincere thanks to all our partners. We treasure your contributions
Error when trying to send an email
Hello, When I try to send an email to an email address that belongs to my organization, I get this notice: What happen? Thanks!
Column Alignment in Emails
When the column feature is used in the email template builder, the alignment changes between the change from the editor, to preview, and then on to send. Although the alignment is barely off centered, when the rest of a email perfectly formatted and centered
Clarify Workflow execution on Date/Time Field recurrence
If the given date field is set, the workflowis queued. What happens if the given date field changes 1 or more times? Does the queue get reset each time the given date field changes or is it attached to only the first set of the given date field?
Send an email template from deluge
Hello. I've the following function as an action in a workflow: plaatsingInfo = zoho.crm.getRecordById("Orders",plaatsingId); info plaatsingInfo; kandidaatId = plaatsingInfo.get("EmployeeID").get("id"); kandidaatInfo = zoho.crm.getRecordById("Employees",kandidaatId);
Zoho CRM Workflow rules "Contains"
Hi, can someone provide details and documentation on how exactly does the "Contain" check works in workflows in Zoho CRM? For example, I would like to check: - Is case sensitive? - Does it search if the term is contained within words? For example, if
Data Collected by Email Insights
This is a subject that Customer Support keep skirting round, so I thought I should ask the community: What data is actually collected through the embedded pixel added into emails through the Email Insights function? Insights is an all-on or all-off facility,
Adding a contact to an existing Account
How do you add a contact and not have to keep adding the address information. We want to add contacts to account rather that cloning individulas contacts.
Cost plus markup should be included on quote module
There is no way to have the cost listed on a quote and mark it up. The system only allows for discounts which does not work for the service industry. We need a way to have product data to have cost field and price field. Having two price fields is necessary
Re-sending mass email to those who have not opened them
Hello, I am trying to figure out how to send a mass email in ZOHO CRM to the leads that have not opened the last email. I can create a report for this and find out who opened and who have not. However if my list is too long, this is too time consuming.
Function to search for a record made between today and 4 weeks ago
Hi, I have a module called 'Illnessregistrations' which contains illnessregistrations of employees. When a new record (so new illnessregistration from an employee) is made in this module, I want a function to search if that employee has already another
Z CRM - Contact list page Load forever, only for one user!
Hi, one of our user has a problem. When she click on the top menu "Contact" to view the list of the contacts, this page doesn't load. All the other module are working fine. The page try to load, but never load. It's like she does not have the right to
Need Help with Lead and Note import
Summary: I can't get the Notes import by parent entity ID to sync up with the parent Lead. Details: I am migrating data from an MS Access database that we use as a CRM currently. I want to import our Leads and their call log history. I was putting the
18-26 seconds to Open a a Deal or Lead in ZohoCRM. Is this Normal?
I'm curious how long it takes others in the community to open a "Deal" or a "Lead" and have the page load fully? When opening the details of a Deal or a Lead, it takes anywhere between 18-26 seconds to open, and about the same after pressing "Edit". My
Adding a Comment in the Cases module using deluge
Hello, I have created a workflow and associated a function that adds a comment to the identified cases module entry. However the comment appears to be entered by the system admin user and not myself. I was told that there is an update coming on this.
How to add more than 5 tasks to a workflow?
I am new to workflow and have a process that requires more than 5 tasks. Can I do that or do I have to break it down into smaller workflows? I see all of the tasks listed in the tasks tab of workflow. However, when I click on the work flow rule and try to add another task I get a pop-up that says I can only have 5. I'm confused. Thanks Susan Landreth
Image attachment
How to send image from in php form using curl php $newaccess_token = generate_access_token(); $post = [ 'data' => [ [ "Account_Name" => "$fname", "Date_Of_Birth" => "$dob", "Gender" => "$gender", "Email" => "$email", "Mobile_No" => "$phone", "Alternate_number"
Image upload
how upload image with some data in zoho crm api using php curl
Enhancements in user management: Listing and managing subordinates
Last modified on 14/06/2023: The enhancement for listing and managing subordinates is now available for all Zoho CRM users in all DCs. Dear All, We are thrilled to introduce you to an enhanced user management flow in Zoho CRM which involves listing and
Can data between 2 modules be transferred if one of the fields is from a subform?
Hello, I have the following question: if I want to copy some info from a module into a field from a sbform from another module, is it possible to do so? Thanks, Adriana
How to set the focus of the cursor to a paticular field on Load
Hello, Is it possible to set the focus of the cursor to a particular field on load? Thanking anyone in advance. Alan
Merging from a multi-select lookup field
I'm trying to figure out how to merge info into an email utilizing information that comes over in the multi-select lookup field. It doesn't (as far as I can tell) show up as a supported field in the email template I've created. I can merge from a single lookup field, but not multi-select. Please tell me there is a way around this. Thank you.
Work-around for 5 Tasks Workflow Limit
As a Realtor, I'm trying to keep track of all the tasks needed between offer and closing. I currently have 23 tasks I would like to automatically assign to a Potential when the status is "Under Contract." Since Zoho limits the number of tasks per workflow
Update a Deal Stage after a Contact Update from Forms
Hello, I have a business flow I need to configure on Zoho CRM but I'm stuck. I tried workflows (partially successfully) and now I'm trying Flows for the first time (completely stuck). Maybe the experts out there can help me: Business Flow: We will send
Attach file/document during the transition of Blueprint and send them in email as an attachment
Hi Guys, I hope you are doing well. We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here
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