How to create a new case with Unassigned user
We need to be able to log customer questions and have them be unassigned by default. They would be assigned to the technician who picks them up to start answering. Is there a way to do this?
https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
I put a web form at the bottom of my blog. http://www.philadelphia-electricians-how-to.com/ I can't get it to work. I get this error; Unable to process your request Click here to go back. On this URL: https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
Syntax error I don't understand
Hi! I have this calculation, which gives me a syntax error; ${Leads.Elbil kostpris}*(${Leads.Finansiering rente}(1+${Leads.Finansiering rente})^{Leads.Finansiering mdr.})/((1+${Leads.Finansiering rente})^${Leads.Finansiering mdr.}-1) Could someone point
How to add Google Drive to Products
Hi all, I added Google Drive extension to my Zoho CRM but I noticed that it adds folder just to contacts, leads, company but not to products. Any way to configure it to have Google Drive folders for Products too? I'm running realtor business and I've
Google Drive
Hi all, how can I add Google Drive folders to Products? Actually they create only in contact, company, etc but not in products items. Thanks
How to auto-Refresh detail page of a module on clicking on Save button in zoho crm?
Hi, we want to ask about auto-refresh of a page i.e. Detail/View Page in zoho crm. Is it possible to auto-refresh Detail/View page of a module after editing the record. Means when we click on edit and then click on Save button, It auto-refresh the page to avoid client from doing manual refresh the page. We want to do this using workflow rules in Zoho CRM. And give us better option to do the task if there is. Any help will be appreciated.
Questions about SMS and Voice call logging
I'm looking for suggestions to support these neds: I Here's what I need to understand and do. I have independent contractors who carry a personal cell phone, and which use their personal physical device to conduct my client's business. I want to provide
Subforms within quotes
I have a subform when building a quote - however i do not wish all the information on the subform to be visible for the prospective customer. When creating the canvas view to pull through the subform it pulls all information with no editing capability.
Using a date as a dropdown
Hi I've got a dataset with expected completion dates, I've made a formula to extract the Month and year from this and now would like to convert this into a drop down list so I can group my dataset on Kanban view. Any ideas on how to do this?
Round Robin Lead Assignment
Hi, I'm looking to use the round robin assignment feature, and I'd like to use the bit where it allocates to online only employees. My question is, if none of my users are online, what happens?
Healthcare enrollment platforms that are integrated with zoho
Our organization sells health insurance. We use a couple different enrollment platforms for the bulk of our clients. One of those enrollment platforms is Messer. The other is Health Sherpa. The issue is that once we enter a ton of data into those enrollment
Add script to Wordpress
Hello, I am integrating Zoho CRM with Google Ads and I have to add the code <script type="text/javascript" src='https://crm.zoho.eu/crm/javascript/zcga.js'> </script> in the pages but I use Wordprees. How do I add it? thanks
Zoho Form or Survey when Deal Stage updated.
Has anyone automated a Zoho Form or Zoho Survey to be sent when a Deal is changed to a certain stage?
Default text for meeting invite
Hello, I send out meeting invites to our clients (leads) for a site visit appointment. In the description box I add the same text for every client. Is there a way of adding this text to a template so I don't have to type it up every time I send a meeting
"Notes for this Lead" Section not working.
I am using the CRM, and when I go to the Notes for this Lead section, I can't save any additional notes. It was working yesterday. I can write whatever I want, but when I hit save, my new notes disappear. Please help!
Multiple Paths Between the Same Stages in Blueprint
I started to set up a basic BLueprint flow within a custom field's "stages". I am happy to see that BLueprint can address some gaps in the Workflows. What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same
Meeting Creation and Location Options
Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already
How do I change a pick list to a multi select
is there a way i can change a pick list field to a multi-select field. the field currently has some data and would be painful to recreate another field and do mass update by batches of 100. pls help.
Viewing old closed activities on a record with new owner
I've transferred over a lead to a new user/owner, this user cannot see any closed activities from the previous owner but can access everything else on the record. Is this a permissions setting? or do i have to reassign the owner of the closed tasks/calls/meetings
Sync Contact fields with Account fields
Is there a way to auto sync data in Contact table fields (read-only) from corresponding data fields in the Account table? For example I set a company with a conference zone in Accounts, and I want all contacts for that account to have the conference zone data included in the Contact record and auto-synced so that any changes in the Account record are updated in Contact records. How an I do that please?
New Page Layout
In our Sandbox, I want to create a new page layout; however, I don't want it to be based on my current layout. I want it to default to out-of-the-box setup. Is this possible?
Zoho CRM Lead Conversion
Yes, I know that you can setup conversion mapping, BUT... In our setup of Zoho CRM when you convert a Lead - that may be for an existing Account - unless the Company Name on the Lead matches the Account Name EXACTLY, the system will not prompt you to
how to update account status both in account and contact fields?
Now we have “account status” both in account and contact fields. When I create a workflow to update the “account status” in contact field accordingly when I edit the “account status” in account, I found that it can only update one contact which has been
Move data from one field to another
Since I am limited on how many currency fields I can have in my version - I need to move some data from one field to a newly created one. How do I move data from one field to another system wide? I need to do this asap since we cannot create a field for our current months data.... Please advise asap.
Please help! Turning multiple fields into one!
Hi Friends, I'm seeking to turn multiple fields into one. With the one field being dependent on the other fields but separate and all still active. I need to export the data to a third party site for order tracking. Example: Field 1: 854 Main St. Field
Mass update with value from other field
I have a field called 'Greeting' where I want to put first name as default, but cannot find a way of doing this with mass update. Is it possible to somehow intorduce a formulae to Greeting field which says: If 'Greeting' is empty put in the value found in the 'First Name' field.
Concatenation problem in formula field
I am attempting to create a formula field that takes the first 3 characters of 1 field's contents and concatenates it with a '-' and then the value of another field that contains an autonumber. So, the formula that I have is: Concat(Substring(${Potentials.Project Type},0,3),'-',${Potentials.RFP_Hidden}) So, if Potentials.Project Type is "Online" and Potentials.RFP_Hidden is 2, then this field's value should be "Onl-2" I don't get any syntax errors when I save it, but then the field is blank when
Workflow Field Update - Lookup Field?
Hello, Trying to use a workflow to update a field in the Potentials module (an ID field). I want it to look up the values of two other fields on the same card and concatenate them to form a new field as follows: On CREATE $Potentials.[ID] = $Potentials.[Business
Forward to BCC Dropbox
Dear Zoho Team, We're finding that, especially when people start using Zoho, they often forget to use the BCC Dropbox option to copy an email to the relevant contact record. While it's possible to send some type of follow-up email and use the BCC Dropbox
Need Event Management in Zoho CRM
Hi there Recently found Zoho CRM and I like it. I am looking at moving my whole CRM setup to Zoho but I have one main area that I need to keep track of, but I cannot workout how to do that in Zoho at the moment. Essentially, we run workshops that attendees
Phone number search issues
When entering phone numbers in the Leads/Contacts, it is easiest to just enter the number without any parenthesis or hyphens (without formatting) and after saving the record, Zoho formats it for you - which is GREAT. However, you are not able to do a
How to trigger a workflow when a zoho survey is answered for a lead/contact?
HI, I set up a Zoho Survey that is synchronized with CRM. From the CRM, I select a lead, send him an email, with the link to the survey (link using the "instert template" button). When the leads answers the survey, the survey can be found in the Lead's
Update all contacts based on criteria
Hi, I'm trying to figure out if it's possible to create a workflow to update all contacts connected to a specified account (or opportunity-deal, if that's easier) when a specified field (in account or opportunity) is changed. Ive managed to make the workflow
DEFAULT COMPANY CURRENCY
I want to change the default currency on my organization. I want the USD ($) to be the default and the rest currencies as secondary. I live in Guatemala and we started using GTQ and as secondary USD ($). Now we are expanding and when I create products
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Office 365 IMAP wrong credentials
Hi, I am trying to connect ZOHO CRM to office 365 (Imap). But everyting i try it keeps saying there is someting wrong with the credentials. But i am 100% sure there are correct en tried it with a different IMAP connector, and that worked fine. I also made a app specific password in Office365 Can you help me? Herman
Lead Distribution by Day
Hi, I have about 2,000 new leads at the moment. What I'd like to do is set up a system where each day I can view a list of 20 or so leads that I've never emailed, add them to some sort of autoresponder, and send them a list of reach-out emails and forget
Introducing Direct Feedback on Zia Recommendations
Dear All, Hope you are well! We have a quick update on Zia's Recommendation feature. Zia recommends suitable records, products, or services to help you cross-sell, seamlessly. Now, to assess if these recommendations are helpful to individual users or
Can I import an xml file
Can I import an XML file easily?
internal notifications not working
After recent troubleshooting in ticket #76712026 we were able to restore email functionality to zoho crm users. However, we are still receiving the attached message. All functions seem to be working except internal notifications are not working. For example,
Next Page