Initiate Read-Only State at Stage Change?
I've found a couple similar questions, but no answers (if there are answers that even exist). I'm just going to see if any of you smart people can figure this one out. :) And thanks in advance for any help! Pretty simply, I need the Gig Name (we've renamed
Can I add several tasks to several users?
Hello, currently I got some processes running outside zoho that I would like to add. Is there any way to load a batch of tasks to certain users? For example: add 50 specifici processes to 5 specific zoho users. Thanks in advance.
Template Email Responses Rather Than New Email
I'm new to Zoho CRM and I've been playing around with the Email Templates as a lot of my email conversations are very similar. Whilst I think it's great to be able to send templated emails to leads, I was wondering if there was a way to send templated
Introducing Zia Similarity Recommendation
Dear All, Hope you are well! We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go! Zia Similarity Recommender is a handy tool that compares your record with other records present in the
How to modify CRM right panel in activties
In the activties detailed view there is a right panel with contact informaiton, i would like to edit this to display more contact information but i cannot find it in the regular module modification sections.
I want to define a class in a client script and load it in a different client script.
Hello! I have created a class in CRM's Cleint script and I want to load it in another Client script. When I define the class, I put [export] at the beginning and I get an I get an error. Nothing is shown in the error message. If anyone has a solution,
International Charactes is not handled correctly in search orders
Good morning ! I need all Zoho Management attention on this matter. I need a fix ASAP or you will loose customers and a also me delivering services. The alarming thing I would like Zoho to get fixed is the incorrect sort order for international languages.
Report - total number of deals
Hi, I want to generate a report but just couldn't get it. The report that I want is based on the total number of deals generated based on salerpersons and a specific time frame; across all stages including Win and Lose. E.g. I want to know how many deals each salesperson has worked on from 1/1/2018 - 31/6/2018 for all stages and types.
Enhancements for Motivator in Zoho CRM
Dear All, Motivator in Zoho CRM (previously known as Gamification) is a tool provided to motivate your team to achieve designated goals and reward them with points or badges as they accomplish different milestones. You can create your own KPIs (key
Troubleshooting IMAP - Office 365
Hello. We've problems with the IMAP configuration. We continuously get the error message which says "Authentication Failed" / "Invalid credentials". The following article (https://help.zoho.com/portal/en/kb/crm/troubleshooting-tips/articles/troubleshooting-imap) says
Why can there be a 30-minute delay for workflows to be triggered?
Shouldn't instant actions be fired instantly? If not, please remove the wording and stop misleading customers.
Cannot see Company Name when I have converted a lead
Hi everyone, I am on the free version currently and wanted to know why it is that when I convert a Company Lead it simpy shows the contact person's name and address details etc but no Compnay Name: I would like to see who the person belongs to at a glance!
Problem: Cannot update status of the contact record via workflow when record is not updated
Hello, Our contacts are updated daily via API. When they are not updated, I would like to change the status into "Not updated" for example. I tried to do it via a workflow but I do not know how to trigger it as the record is not modified. Who can help
default status of a cloned task
Many times I will be completing a task and will use the "clone" feature to carry over the notes/details of that task to a new one. This happens as I comple a follow up call that I had scheduled via the tasks function and then schedule another call after that. Since the task will usually be the same subject and need the same notes, I press the clone button when viewing the recently "completed task" to create the new task. The problem is that the status of "completed" carries over to the new task
Last Activity Field
Is there any way of removing field modified as a criteria that updates last activity. The whole point of a last activity field is to track that sales people are contacting leads/contacts. Anytime I do a mass update of leads for any reason its updates the last activity to that date. I have created a last activity date field that updates using a workflow for tasks/calls/event but its not possible to update the field using a workflow anytime an email is put in using bcc.
How to delete ~7lakh records from a Custom Module?
Hi, After importing around 7lakh records into a Custom Module that we created, we realized a slight business logic error that we did and would like to delete all those records. We saw other topics that suggested that we could see a "select all records"
How to Create a Project from CRM Quote
I'm trying to add a related list in CRM quotes for Zoho projects so that I can create a new project in Zoho projects which will link back to the quote. There is no option to add related list in the quotes, I can do that in accounts, contacts module but
Notify assignee when task is updated or note added to task
I want to send out a noice anytime I update is made to a task to the person that is assigned to the task. For example, I have the task of "Prepare document for John Doe" and assign it to Harry Henderson. When I update any of the fields to that task or
Lead score add in canvas view
Zoho CRM have module lead in a module, field having lead score that i want to add in canvas view. how would i do such task help me .
Google Contacts Address Won't Sync
Hi, all! Apologies if this is a duplicate question. My company is beginning the transition from Google to Zoho. When syncing our contacts, we run into one major issue: The address from Google contacts won't show up in Zoho no matter how we map the fields.
Can I customise the activity field?
Is it possible to customise the activity field for tasks and events?
Custom New Activity form
Two of our biggest pain points are: entering meetings, and entering follow up tasks While the current interface is sufficient for most, there are a few "power" users who want an even simpler and more streamlined interface to both enter past meetings and
Auto Convert Lead to Contact
Hello, Is there an option to automatically convert a lead into a contact, once a field has been changed? Thank you already in advance!
How can i insert a External Widget in Zoho CRM?
I developed a Widget manually, in HTML/CSS/JS, and i wanna insert this in Zoho CRM. but when I create the Widget in zoho, even passing the path and the .zip file correctly, the following error occurs:" "The page you are looking for is unavailable. It might have been removed, had its name changed or moved." what could be happening?
Revenue meter in CRM Campaigns module
Dear Zoho support and community, Please see screenshot attached. I noticed that when adding contacts to a campaign in CRM, the built in deal report counts deals prior (not related) to the campaign. Can we set it to count deals and revenue from a specific
CRM Formula Nested Problem
Hello, Been struggling for a while to get a formula working I think due to the restriction of the return data type only being one type at a time but hoping you can help. In the Suppliers module, we have three fields. Criticality Rating (can be 1, 2, 3
Posting CRM tasks and events into Google Calendar
Most of my activities run through Google apps (email, calendar, tasks, etc..) and one thing that is stopping me jump into using Zoho CRM is that I can't find a way to get tasks and events into my Google Calendar. This is particularly important as team members often set up or pass on my appointments so need to populate my diary. Is there any way to do this and if not is it in the pipeline? Thanks KennyMac
Multi-language products
Hi there, I'm web dev representing company using Zoho CRM. I was asked to help with setup to make possible following scenario: 1. German branch is making quote using Inventory Template in German language (with products names and descriptions in this very
Password
Chris Hutchingson, a new user, did not recieve his password via email. Can I please get that so I can relay it to Chris? Jeff Jeff Gammon
Expose Contact email to Contact within a Portal?
Is it possible to expose a Contact's email exchange with my company within a Portal? I want a Contact to see email from them and to them, in reverse chronological order. How?
Automatically closing tickets by a flow between CRM and Desk
Hello. I've made a flow (using Zoho Flow) between Desk and CRM. If a ticket is created in Desk, the same ticket is created in a custom module named 'Tickets'. Than we try to solve the problem indicated in the ticket and after that we close the ticket.
Accounts Fields
Does anyone know how or when the ratings field can/should be used in the accounts module?
Client script syntax question
This script run in a Canvas onBeforeUpdate event. What's incorrect about this syntax? /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities.
Responsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.
Zoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.
FORECAST TYPE
Problem 1: The actual value of the Forecast Type is not updating (all shows Open) according to the Stage-Mapping configuration (OPEN, Closed Won, Close Lost) and therefore, we are not able to get any data filtered with Forecast Type, other than the 'Open'.
Zoho CRM Layout Access Permission
Hello all, I have a question I cannot find the answer to. Lets say I have - one module - two layouts - a profile has access to Layout 1 but not Layout 2 What limitations will they have - cannot create records in Layout 2 - I think is true - cannot see
Dashboards refreshed with new data in real time
Hello-- I created a dashboard in Zoho that is referencing a custom report I built. How would I be able to upload that dashboard with the latest information in real time? Would I need to create an entirely new report with the new information and edit
How to delete duplicate product or put one of them inactive
My organization have 150000 products and we are looking for way in profesional edition to put one of duplicates inactive. Alternativli how to mass delete products if product code is same. I dont see criteria in mass delete option NoneProduct OwnerProduct
Two (similar) custom functions, 1 working, 1 not working
Hi all, I'm struggling with two custom functions. One is working (in a workflow) The other one isn't (inside another workflow) The only difference between the two is the field they should update. I can't seem to figure out what is the problem. See the
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