Delete a user defined module
I have a user defined module that I cannot delete. It gives the error 'this section cannot be removed'
Forms assignment rules VS CRM assignment rules
Hello, I see I can choose to trigger assignment rules from Zoho Forms: on the other hand, I see I can set assignment rules on CRM: In case of conflicts, which one wins? Thank you
Mail merge (letters) option disapppears if my list is more than 100
hi, from contact list you can choose 10, 20...1000 per page. When you do select all you can mail merge those on the page. When I setup a filter which give me 317 (basically all) and select all the option disappears? Another limit? I'm using professional.
Is it possible to lock the subform so a new row cannot be created?
I am wanting to create a table for each month being a new row. I don't want other users to have the ability to create a new row - only to fill. Is there a way to lock the rows in subform or create some sort of "do not allow duplicates" ?
Sorting Simple Repeat Fields Writer Mail Merge
Is there a way to sort the data for simple repeat fields in Mail Merge w/ Writer? I can see you can sort if data is in rows, but I can't find an option for Repeat Fields. I am merging data from a subform.
Calculate the coverage ratio of fields
How can I calculate the coverage ratio of specific fields? I want to know whether some fields are always filled with information or not.
How can I display a formula field directly in the "Create customer" form view?
Hi, how can I display a formula field result directly in the "Create customer" form view and not only after I have clicked on save? Thanks, Arti
Approval Process Reporting
I know from the My Jobs Module that you can view Approval History. My question is, is it possible to run a report on the date a records was submitted via the approval process and the date the record was actually approved - w/o having to add custom fields
Qoute product grouping
We have the need to separate products into 2 categories on a quote - One-time and Recurring. Ideally we'd like to have them each in a separate section with its own subtotals. Is this possible?
Can we import data to CRM Products module from external SQL db?
We have ZohoOne account and a seperate SQL db which holds all of our up-to-date product catalogue for our website. We would like to be able to update the Products module automatically with data from the db rather than having to input twice. Is there a
How do I send a JSON data output to an external website from CRM?
We currently have a workflow that creates a folder on our local drive when a new Product is created and stores the folder address in a field. I would like to send this field and the unique reference number of the Product as a JSON via HTTP when the folder
Auto Save
Is there anyway to "auto save" every few seconds. I just lost some importatnt information in my notes. I then switched down to edit email and lost everything in notes. Any suggestions?
How can I get Contacts from my list of Accounts? C# API
Hi everyone, I have a question about how to get all Contacts of the special Account. The problem is that I can get all Accounts from CRM and their properties, but in those properties, I can not see anything related to the Contact. How can I find them?
Need to click "Save" button twice when adding notes
Lately I've noticed that when I add notes to my account or deal page, I have to click the save button twice. The first time I click save, the text entry box slightly reduces in size, and then which I click save the second time, my notes are saved. Any
Creating a task at specific dates
Hi! I have a picklist-field within a module which contains the options 'Yes' and 'No'. I want a task to be created at every first of january and first of july each year if the option 'Yes' is chosen. How can I do this?
Is there a way to copy custom fields to other modules after creation - i.e Also create for?
Is there a way to copy custom fields to other modules 'after' creation - i.e 'Also create for'?
Conversion Rate in a Sales report
I want to be able to achieve the following in a single report. show, by sales person, their conversion rate. That is, the ratio from a closed - Won potential to a closed - Lost potential
Capture the last time an email was opened
Hi, I have a conundrum… I want to be able to parse the Last opened date and time from Campaigns and have this populate a field within the CRM whenever this has occurred e.g Last Email Opened Date 01/01/2022 and updated with 13/09/2022 as they opened
CTI integration similar to SalesForce.
Hi, We want to integrate our CTI connector into zoho CRM. The connector is a web based application and requires following - 1. iframe in the CRM which can be opened and closed using some button in the status bar 2. JS sdk to send requests for screen pop,
Admin accounts to transfer fully to a user account
Hi, I am a super admin and I transferred over 50 accounts to a new user [salesperson]. She only had access to the account view, not the contacts, emails, etc as it seems tasks and information is still under my name eventhough I transferred the account
New Modül
Hello I opened a new operation module, I want to convert my patients from the deals module to the operations module, how can I do this?
How to save all Zoho contacts to Zoho CRM?
Hi, I'm trying to add all my email contacts to Zoho CRM. Is there a way to do this? Thank you, Tan
Log a call
Help, under Leads, I click on add new under open activities and select log a call when the box opens, outgoing call status as completed when i need to see the other options as my calls are all showing completed when I need to call them back. my status
How to display custom module fields in a Vendor portal?
Please see linked video for a complete illustration of my question. https://workdrive.zohoexternal.com/external/3e6455ef555b2e482989af96d3d58c26ec7b225812781059c568617c8e175f08
API Changes to Record Not Reflected in Timeline
I may be mistaken, but it appears that if a record is updated through the API, the record correctly notes the last modification, user and timestamp, but then the "Timeline" view shows no representation of the changes to the record at all? Please let
Purchase history
I need my Sales and CS team to be able to see the active and historical history. They are going to create deals with products within them. Is there anyway for me to display this information in the account module? Active products, Date Core App Deactive
When Note Added - Create Completed Task
Hi, Im wanting to achieve the following.. When a note has been added to a record e.g a contact/account I would like to to create a task that is completed using the subject as the note title and description as the notes contents. Is this possible?
Template issues with CRM and Desk
We need to send hotel options with wedding packages to our customer to find out the best property for them. Currently, we use Freshdesk and are able to create a "main" template with general information and processes and 3 "blank" spot where we can enter
Error in mapping fields from Integromat to Zoho
Hello, we are currently integrating integromat to our Zoho CRM and experiencing an error in mapping the fields, the error is due to the Lead Type field we have in one of our Layouts. Here's the context: When a new lead sends us a message it should be
update date-time field
Hi, How to get created - date and time and update into date - time field .. i am getting issue while updating time .. date i am getting correct ... i am trying to update both date and time from created .. calls_record = zoho.crm.getRecordById("Calls",ID);
Expected Revenue Report
Hi there, Is it possible to produce a report of Expected Revenue by Month? Thank you.
How to check the tickets (Zoho Desk) related to a Zoho CRM account/lead
I'm trying to check all the Tickets related to a certain Zoho CRM account/lead but can't find the actual way to do it Could you guys please give me a hint on how/where to find that info? Kind Regards and thanks as always.
Why isn't an email considered an "activity?" Activity reports should be tasks, calls, meetings/events AND emails.
Activities are supposed to be "interactions" with the records. I'd think that an email is considered an interaction. Is there a way to see emails, calls and meetings in one place? Is there such thing as an activity feed that just shows all recent Zoho
Is there a way to create a view in the Approve Leads section?
Here's my problem. I have 3 Web-to-Lead forms for different purposes. Each of them when populated will have different custom fields filled out. When having to approve these leads, I would like to be able to create custom views which will include present
Monthly Revenue Forecast
Hello, I am evaluating Zoho, trying to create what I consider an extremely basic graphical representation of future sales. I can't seem to figure out how to do it, and the WebChat assistant told me it can't be done. This is hard to believe. The sample
Not checked Checkboxes in clientscript are undefined
According to the console a checkbox appears in client script as undefined when its not checked. The expected value would be false, no?! const NotCheckedCheckbox= ZDK.Page.getField("NotCheckedCheckbox").getValue(); log(NotCheckedCheckbox); console: undefined
CRM - Grouping in Reports
I have a Deal field that can have any number in it 1 - 100. I would like to create a report that groups the Deals based on a range of those numbers. 0-24, 25-49, 50-74, 75-100. Is that possible in Zoho CRM?
Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are opening
New Style Reports require manual update/refresh
Hi, Since moving across to the new reports within the CRM, we have noticed that we have to manually update and refresh the records - previously this wasnt required, how can this be re-enabled? Thanks
What is a Blueprint Type Widget?
Hello, what is a blueprint type widget? I can't find this info in the documentation. Thank you
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