Create Deals from Leads
Hello, I would like to do the following: 1) An email arrives with one of the following keywords in the subject: Quote, Quote, Quote, Request. 2) I create a potential customer from that filtered email (Leads) 3) I create a quote with that possible client,
Is Zoho CRM for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Making daily MFA mandatory for users in our Zoho CRM organization.
This is something we haven't been able to figure out how to do. For security, we are required to impose: 1. Daily logouts, 2. Every logout should require MFA. But we haven't been able to figure this out entirely. We managed to access Zoho Directory, and
Locate Map button in CRM Canvas view
Hallo I'm creating custom views of lead contact and accounts using Canvas. How can I show in Canvas the Locate Map button that exists in the standard lead, contact and account module (close to the address)? thanks
Products data not carried over when converting Quote to Sales Order
Hello, I've edited the Products module to add some fields that we need for our Quotes. After that I've edited the layouts of both the Quotes and the Sales Orders so that they could make use of these new fields. Some of these fields are lookup-fields while
Opt out multiple email addresses in Leads module
Hi, In the Leads module the Email Opt Out field, will that only apply to system email fields Email and Secondary Email, or will it also opt out any additionally defined email fields that have been added to the module? Regards, Tony
does a pipeline only apply the deal module ?
I created a customized module in CRM， i found I can not set up a pipeline function in my own customized module
Schriftart open sans nicht für E-Mails aus Zoho CRM vorhanden
In den E-Maileinstellungen von Zoho CRM befindet sich nicht die Schriftart "open sans". Bitte hinzufügen!
Submit form and call phone number at the same time
We were wondering if there was a built in form that allows for the dialing of our call center once a user submits a form. Basically the user will fill out their information, click submit, and once they click submit it will dial our call center. Any
Changes to Terms and Conditions not appearing in the saved template?
Hi, I wonder if you can tell me what I'm doing wrong. I simply want to enter our Terms and conditions into the quote template. I followed the instructions here - https://www.zoho.com/crm/help/customization/special-fields.html This resulted in me selected
Creating a Stop Start Timer for Custom Moduel
Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track
Coql
I want to use Coql to get all Deals where a specific field is null, and then I want the Contact_Name like "Peter Johnson". With fields like Modified_By, Contact_Name, Created_By etc, I can access the email and id fields by using dot notation like "Contact_Name.id
Company images on Account - get a report/view of those Accounts that does not have image?
We use a few Account images - on the Account, we add the logos for each Account. Is there a way to get a report on those Accounts that does not have an Account image? I have not seen what report/field that would be. Anyone knows this?
multi-select field
Is it possible to change a Multi-select field to become a Pick list. if so how do i do that as admin.
Is there a way to change the view/information of Contacts in the list that appears in Accounts?
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title within the company, or other information, I have to manually click on each contact to see that. So if I am trying to quickly locate the Accounts Payable Contact from an Account, I can see as soon as I scroll down to Contacts who is who within that
Option to choose a Contact as Primary for an Account
Hi, Is there a way to change an existing crm contact hierarchy? Since we sync the accounts & contacts to Books, the first contact shown in CRM is considered in Books ar the primary contact. Over time, this causes some problems when contact are e.g. leaving
Increase Target/Goal by $25k every month? (on the Dashboard)
We need something visual that shows us our total closing amount for the fiscal year. It doesn't matter what kind of Target meter or chart it is. I KNOW how to create a target meter with a static Target. However, we need the "Target" amount to increase
Change creation date of a lead
Is it possible to change the creation date of a lead?
Create a task if a condition is not met
Hello, I would like to automatically create a task in the Cases module if a certain condition is not met based on two fields (a Date field and the Status field). Is there a way to program a task to be automatically created if a certain date field is Empty
Zoho Desk integration in CRM - Granular rights
Dear Z Community, Please see screenshots below. We have the Desk extension in CRm up and running. When I enable the permission to it to a particular role then the corresponding tickets to a record appear in the relevant related list. But when I click
CRM NodeJS functions
The image above is from the Zoho CRM NodeJS function documentation. I can no longer see the "Language" dropdown on the CRM Functions. (See below image.) Does anyone know why?
Zoho CRM Client Scripts - can't fetch detail of a recently added Lookup Field
This is happening with a lookup field we added just yesterday. All other lookup fields are working fine. What could we have missed? The following code is how we fetch the records. client_record = ZDK.Apps.CRM.Clients.fetchById(client_id); But once that's
No chart available in reports for custom module
hey :) we created a custom module and we are not able to create a chart/graph for this module in the reports module in zoho crm. how can we fix this? not able to create a chart in reports module for custom module
Monitor Usage
How can I tell what one of my users has done during the day? How do I monitor usage for a particular user?
This COQL Select should return two records. Instead, it returns four...two of each record....duplicates. Why?
{"select_query":"SELECT Name FROM Designs WHERE Deal_Name.id = 4356038000093817156"} So, tried it this way, but this throws an error "A.Deal_Name" column given seems to be invalid. What's wrong with my syntax? {"select_query":"SELECT Name, Deal_Name FROM
Can I have a custom "USER" field created in "Contacts" to be selected in a Deal Blueprint Transition
I have created a custom user field in the Contact module which I would like to be captured by a Deal Blueprint. However, the user fields do not show when adding transition fields in the deal blueprint. Is this possible?
Can CRM Blueprint Transitions force a manual email like Zoho Desk can?
I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
How to trigger Webhook when record has changed?
Hello, I am trying to send a webhook when certain fields in a contact have changed. I know that I can send a webhook with a workflow rule. However, the number of fields in a contact that should trigger this workflow rule exceeds the maximum number of
I get an error "required field not found" .
"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Last_Name"},"message":"required field not found" I am getting such an error. The error also states that the Last Name field is empty, but I'm not sending an empty value. This is how I send it.I don't
Twice a month backup in fact may not work, and you will never know
Zoho CRM data backup can be configured for "Twice a month". As a user, you expect that your important data is backup twice a month. In fact NO. Zoho will execute your backup every two weeks BUT if a certain month you are unfortunate to have a third backup,
Creating a meeting in a different timezone
Hello. I'm about to give up with a serious problem I have with Zoho, but I thought I would ask one more time. The problem is related to timezones and the fact that datetime fields in Zoho have an implied timezone, that of the user, and there is no way
Logging calls an other types of activities in Zoho CRM
Hi, I have a couple of questions related to the "activities" section (appearing at the lead, contact and potential level) of Zoho CRM: - Why when logging calls from the potential detail screen they don't appear in the same screen's "Closed Activities",
How to log customer visits in CRM
Hi all, Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year. I wanted to know: 1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them. 2) How can we schedule his next visit / Call 3) How can we run report to show customers not visited in last x no. of days 4) How
Data migration
I want to move my crm from salesforce to zoho and i wanted to import emails data and chats from salesforce to zoho CRM. is there any way i can do this
Series of dates
Hi Im looking at setting up a series of dates to be inputted into a subform. essentially I will have a start date, total months and a payment amount e.g 01/02/2023 12 months and £35.00 I would like to automate this series of dates and have them listed
Phenomenon of no longer receiving emails during the approval process
Thank you for your assistance. When an applicant made a request for approval, he/she used to receive an email like the one in the attached image to the account assigned to the approver in the approval process. However, we stopped receiving that email
workflow does not trigger
Hi, I have a workflow that creates some activities if the status, ("Huidige Status"), is set to "1. Actief". When I manualy change the status to 1. Actief the workflow does get triggered, but now I am writing a function that should change the status to
Assign Contact to Custom Module Entry
Hey ;) I want to assign a contact automatically to our custom module. The entry in the custom module will be created through a woocommerce order. This is working fine... But after the new entry is created, I want to assign the contact name based on the
Sending Lead Automatic Email After Lead Status Changed
Is there a way to automatically send an email to a lead after their lead status has been updated?
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