Listing "Last Edited Accounts"
Is there a way to list - via a specific view, the accounts that have been recently edited (I mean whatever field has been edited)? There currently are views for Week or Last Week new accounts, but these are for newly created accounts only, not for existing
accounts vs contacts
So contacts are people, accounts are like other companies and trusts and stuff (at least that's how we use it). i had a dumb office assistant for 3 months. She put several people in as accounts or as both. Its really frustrating because I can't get
Commission Rate
Hello, I want to know the function of "Commission Rate" on the "Products" page.Is there any calculation after inputing the "Commission Rate" field?
Sharing commissions?
Hi, I was wondering if there is a way to split commissions between 2 or more salesmen? I only see commission recorded when entering a product but what if I have salesmen with different commission %s or if 2 salesmen worked on the account and will split the it? do you have a solution for this? thanks in advance for your thoughts! Nadine
About Client Scripts
What are the two uses of this client script? UI.scrollTo('myElem') →What element should I specify for 'myElem'? UI.highlight('div1', {time: 1000}) →Where should I specify the element for 'div'? I saw the html in the chrome verification but could not solve
Create a product with variable date, like a subscription and send automation e-mails
Hi, I want to link a costumer to a subscription, but the start/end date for the subscription is always different. I also want to send automation e-mail (looking for an example) after i linked that product to a costumer and send an automation expire e-mail
ZOHO slow / spinning
Zoho seems to be very slow. It will not filter records and just hangs. What's going on?
Automated Email with Approval Process
Part of the approval process is setting up the emails that are sent to the approvers. Why is the system generated email still sent? Can this be stopped (see attached)?
Showing Potential fields within Deal in Canvas
In a specified "Potential" record I have a field called "Potential Example 1". In a "Deal" record I link a "potential" record as related with a value in "Potential Example 1". I'd like to display the value of this single field "Potential Example 1" inside
Merge Historical Data w/ Dynamic Zoho Finance Data for Table in CRM
Need: Single table in CRM Contact view that summarizes Invoice Line Items from Zoho Books and equivalent historical data from previous bookkeeping systems. Use Case: We are a direct-to-consumer ecommerce company. When a customer contacts us, we have a
Tags as Merge Fields for Email Templates?
Hi folks, I am using an email template and workflow to send internal email notifications to certain users when a record is updated via Zoho Flow, and I'm using merge field variables in the template for a quick glance at what data my custom fields contain.
task completion triggers the creation of a new task
Is there a way that upon completion of a task, it will trigger the creation of a predefined new task?
Parent/child deals
I have run into scenarios where I might have follow-on deal to an existing sold deal and I would like to be able to consolidate them deals similar to how you can associate parent child accounts. Is there a good way to do this activity? I know you can
CRM Canvas: snap to grid?
Very simple question: is there a snap to grid option in the CRM Canvas design interface that I haven't discovered? If it doesn't exist, is Zoho planning to add such an option? I'm sure it would end a lot of aligning difficulties. For people who've never
Refine lookup records easily with advanced filter options in CRM
Dear All, In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed. What are the enhancements?
A Way to Choose Which Emails I Want Logged
So I have the emails set up for all the employees that use the CRM, but my HR lady only needs to add a couple of emails for contacts, sometimes they email irrelevant things that we don't need to track on the CRM. Is there a way to do this? I don't even
Workflows for Tasks not triggered, when the Task is created using another Workflow
My client is using the workflows to automatically create Tasks for new Leads. Now that Zoho CRM supports workflows for activities and that it supports running workflows even when running Macros, why is it that the activities' workflows, which are to be executed when new Tasks are created, not getting triggered when new Tasks are created as part of other workflows? Usage scenario : We are using the Task workflows to synchronize the tasks with another application. In normal cases (when the tasks are
Deal report - won over 2 years ago but nothing won within the last 2 years
How would I generate the above report? I'm using the below and it's coming back with no results, which I know isn't right.
Enhance your CX using Zia's Next Best Experience
Dear Customers, Greetings! We are excited to present a new feature as part of Zia - Zia Next Best Experience, an intuitive tool that identifies the right means of communication and prompts you to take timely actions. Let's get into the details!
API name of a field
How can I find out what's the API name of a field and how can I change it? And also how/where do we control if field is available through API? I created a custom field that seems to be not available even though it used to be?
Zoho CRM APIs: The Ultimate Guide
Zoho CRM offers API (Application Programming Interface) that allows you to integrate CRM with third-party applications such as accounting, e-commerce, self-service portals, etc. At the time when you work with the Zoho CRM API, you must ensure that you
Anyone else missing Zoho One app switcher?
Anyone else missing the app switcher in the CRM platform? It's available in the other products (recruit, campaign, etc) just not CRM. I am pretty sure it was there yesterday. Maybe a bug, maybe not?
Zoho integration with Cisco UCCX
Hi , can we integrate Cisco UCCX with zoho ? do we require any connector for that as well ? Thanks Mansoor
User is being blocked in office 365 while Sending Emails Through Zoho CRM
Hi, We started using office 365 a few months back. We are using Zoho CRM, we have configured office 365 as IMAP in ZOHO CRM so all our emails are synced and we can send emails from CRM itself. We send one-to-one emails from ZOHO CRM and we are hardly
Suivi du multitouchpoint
Bonjour, J'aimerais des conseils au sujet du suivi du multitouch point En effet, nos prospects, partenaires et clients effectuent régulièrement des actions sur le site (inscription à un webinar, téléchargement de guides, …etc.) Chaque action de leur
Tracking of externally generated Links through Zoho CRM
Hi, I am currently trying to track some links that were generated externally. Each link has a UTM that I want to visualize as part of the information in CRM in order to identify where the link was accessed from. Could you please help me? Thank U!
How to automatically delete/clear a task
Hi Zoho Team, How to automatically delete/clear a task when the field/current state is updated in Leads? Thank you, Regards,
Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
ETA
Hi We are working with Zoho One and as a sales manager, i want to setup i way for my sales team to easily see the instalation process from the production team. it is possible to add a graphique like the one below which will fill up with workflow in each
Can I import Leads via JSON data?
We have a third-party Lead generator that we want to import leads from automatically. They say they can do it via JSON, but I haven't found anything that says whether or not that's a viable option for importing data. Is this possible? Currently we import
HTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token
Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has been
Repeating Tasks via workflow and Blueprint
Hello, When we create tasks via CRM, we have the option to set the task to repeat. However, this functionality does not carry over when creating tasks in other ways, specifically via blueprint or workflow. This seems like an obvious oversight. Examples:
Please, your ideas to make Bookings / CRM more change-resilient
On Lead Create a CRM workflow sends email to Lead. The email contains a button which is a link to a Booking Consultation. I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to the
Zoho CRM Purchase Order of Materials
Hello all, If you have a reselling or distribution business you will have something like that buy product > sell product But in manufacturing you will have: buy materials > manufacture > sell product So the list of items you will buy will be materials
Workflow triggering repeating tasks
I want to have a workflow trigger a repeating task. For instance New lead matches certain conditions Create follow up tasks which repeats daily except weekends. Is this possible?
Producing report with weekly dates as columns
I have data that is auto-calculated from a Start date, for when things are due in a process. I want to produce a report that has the Week Starting date running along the top, and each job running down the size. I prefer to keep this simple in CRM if possible.
"Assign" Contacts to an Account Record
Why can you not "+Assign" Contacts to an Account record like you can "+Assign" any other Related List records en-masse? The only option you get on the Contacts related list on an Account Record is "+New"
iPad and writer
My client wants to be able to run a mail merge from a contact record on their iPad. I created the document in writer but it doesn't want to merge. Am I missing something? Thanks, Lanny
CRM User Stopped Receiving Emails From systemgenerated @ zohocrm.com
One of my users stopped receiving emails from systemgenerated at zohocrm.com. For example, he no longer receives email reminders or daily activity reports from the above stated email address. Has anyone experienced this? Any suggested solutions? Thank
How to send translated Zoho Forms in Zoho CRM's Email Templates
Hi ZCommunity! It has been really easy to link Zoho Forms into ZCRM Email templates, which are then linked to the contact when replying to the form and syncing everything (magic! I love this feature). Last year, Zoho Forms team included the ability to
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