Can a Chart be Printed or Exported?
When I view a report, such as 'Accounts by Industry', I see a bar chart. But when I "export" the report to PDF, I do not get the bar chart. Is there a way to print or export charts?
Filter for this week's birthdays using a Custom field containing Date Of Birth
Is it possible to produce a filter of birthdays for the week using a data field containing the Lead's or Contact's Date of Birth?
How do we set up SaaS models in Zoho
Does anyone with a SaaS model use Zoho? The upfront implementation & training seem pretty straight forward but how do you set up the monthly license price x number of users x term in the product book and make it all come together?
Filter leads by leads with a "Lead Image"
I need the ability to filter or search by all of my "Leads" that have a "Lead Image" uploaded to the record. How can I do this?
Change the default contact owner?
As it stands today, when you click add new contact, my name is the default contact owner. What I want to do is force our sales reps to choose their own name from the list. While I can instruct people to do this, only a handful will probably listen, so
Analytics can't syncing all of the CRM data
Hi, I have a module in CRM that I am trying to get to sync and link with my CRM accounts for reporting in Analytics, but it's not pulling the data. When I'm trying to fix the data and reload the chart that I make before on Analytics. The data on Analytics
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
Mass Update Stage - Deals
Hi, I'm positive I did this before but for some reason I can't seem to do this now. I created a filter in Deals to identify my deals with less than 50% probability that are a year old. I would like to mass update the "Stage" for all of these records but
Sort view in kanban meetings
Hello, how can I sort this view, meetings kanban, by date? Now apparently standard is sorted by subject. Thank you for a note
Zoho CRM Report Module
We noticed yesterday the Report Module was updated, however I wasn't able to find anything in the release notes for this (https://www.zoho.com/crm/whats-new/release-notes.html). For now you can switch back between the old version and the new BUT, I have
Automatic emails based on date
Hello, I just purchased the enterprise version, honestly, the only reason at the moment is because I want to send automatic emails, but I have some issue setting it up, I was hoping you can provide some instructions or guidelines on how to do that. I want to send two types of emails: 1. A happy birthday/anniversary - which should be triggered based on the Date of Birth field I have in the "contacts" module, exactly on the birthday date and will go on indefinitely (meaning, the email will be sent
Removing Vendor
Hi, I wrongly added a new Vendor but I couldn't where the delete button. I'd like to remove the new Vendor. I attached a screenshot for you to be able to see clearly understandable. Shortly, how can I delete vendors? Thank you so much,
Sales Order Related links
Hello! I'm a bit new to the ZOHO CRM. I have got a small ecommerce (store). I need to use just a few modules of Zoho CRM. Main tasks: 1)One module in which all my customer data will be stored. It will be synchronized from my Magento. 2)Second module with
Import new account ID
Hello How can I import a csv of accounts without account ID's and let Zoho generate it ? I saw a previous post of people doing it themselves via excel but I cannot take the risk of having a duplicate by coincidence Thank you
How to generate auto email notification when new Notes added to Zoho accounts?
Dear users, We have set up auto email notifications for various modules within Zoho to notify select group of users, each and every time a new entry is created or edited in parts of Zoho CRM. However, Zoho has no apparent provision for auto email notification
OAuth authorization enablement and Other enhancements in Webhooks
Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
Creating an input form where 2 related values always need to be coupled together (e.g. weight value + weight units).
The problem I'm trying to solve is that I don't want the fields to look like discrete, separate fields from the user's end. On a website, when you enter related values like your height & height units, or weight & weight units, typically there's a dropdown
Is there a way to associate a project upon create from Zoho CRM?
I have a workflow which creates a deal and a project together automatically. Is there a way to programmatically associate the newly created project with the deal? This is different than manually creating the project from within the deal which then causes
Using Workflow to add lead to Campaign
We send email invites to our leads and contacts to visit us at Trade Shows. I normally create a filter in the Leads list view based on who I want to invite. I select a group and tag them so it's easier to reselect them after sending the email. Then
Workflow limit
I am new to Zoho and I've tried to setup 2 workflows to be applied. The first workflow is 5 tasks to be upon new record being created. The second workflow would apply if a field was updated, this workflow has 3 tasks. Is this possible?
Got INVALID_TOKEN on REST API Function
Hi Team, We are requesting ZAPI Key for REST API Function in the Zoho CRM extension on installation using the following code m = {"nameSpace":"<portal_name.extension_namespace>"}; apikeyresp = zoho.crm.invokeConnector("crm.zapikey",m); zapikey = apikeyresp.get("response");
Changes in Pipeline report?
I automatically generate a Pipeline report once a week and send it to a distribution list. Is there a way to automatically highlight any changes from the current report and the one sent the prior week?
Sort Order for Reports
Need to be able to set the default sort order for reports. Moderation Update: With the revamped Reports, the option to filter and sort the report using the groupings is available. Read more on the same in the link below. https://help.zoho.com/portal
Recognise multiple email addresses per contact
It would be great if Zoho CRM could properly recognise where a contact has more than one email address, and include emails from all their addresses under the Emails related list. We have lots of prospective customers who email us from both their work
[TYIA] Zoho CRM using Deluge
Hope all is well. I would like to learn systematically to develop Zoho CRM using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Multiple Reply To in Mass email
I need to send a mass update to a group of Contacts. It's important that when a Contact replies to the email that they can click Reply All and reply to the Sales Manager as well as the Customer Service Rep. It's important that both the Sales Manager
Add lead owner email to Custom field
I am building some automations that will require the lead owners email to be placed in a field when I move some information out of the CRM. How can I go about mapping the lead owner's email to field in the record?
Zoho is slow on the backend, causing issues with my workflows
In the past 30 days or so I have experienced multiple issues caused by slowdowns in the Zoho backend. These issues are never shown or reflected on status.zoho.com and it is only after spending a significant amount of time with your support team that
Importing details from insightly crm
Hello I am looking at seeing if it is a viable option to switch my crm from Insightly to Zoho but have hit a snag when attempting to import historical data from Insightly. Currently my Insightly contains all my customers and their visits related as well
Fix the PASTING problem Zoho
Zoho - I've discussed with your team before, and I thought it was corrected. When ever you paste content into your broken template builder, it causes problems. It's not an issue with the source I am pasting from, it doesn't matter if I copy an article from the web, an email, microsoft, or notepad/textedit... it's (another) zoho issue. It is rather frustrating. Please fix it Here is my screenshot:
How to edit an auto-number field?
Greetings, I hope find all doing well and safe! I have two customised fields on my CRM, one from Leads and the second from Potentials. They are auto-number field, with prefix and suffix, and are used as unique identification to each one (Lead number,
Pop-up before closing a specific task
Hello. Is it possible to get a pop-up message when closing a specific task. We have a task with sensible information and I want that everyone deletes that information before closing the task. Is it possible to get a pop-up message or reminder when someone
How to see if contact has other Deals
I'd like to know the best method for adding a section or related list to the Deals details page that shows other Deals a Contact has. In the Contacts Module, the detail screen has a section with all of the contact's Deals, and I'd like something similar
How to share Activity Tasks with a colleague?
I want to make sure for an important task that it will be not missed. So I would like to share this activity task with my colleague - so my colleague can see this task as well - but is not responsible. But can act on that topic if I am not available.
Attachment Category
We've been using Recruit and CRM the most and for the most part, they have been awesome. In Recruit, when we upload to the Attachment section, we would have the option to customize the Attachment Category of the file we're uploading. We're free to create
Specific attachments visible for specific users/roles
As of now, it is not possible to let specific attachments be visible only for specific users/roles (see question below). I want that only specific people can see attachments within a module. Any other users who want this feature too?
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
Automatically update the list price in Zoho CRM price books and quotes
Hello, I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the List price which is causing me a problem. I need to have 3 scenarios 1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book. Ideally: 2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should
Linking Vendor Purchase Orders to Deals
Hello, I'm trying to figure out the best way to utilize the Purchase Order function in the CRM. My client is in construction and tracks all opportunities in the deals module. Once a deal is won, I would like a way to link the vendor's purchase order to
Attachments lost when editing an email template
I have a big issue, we created some templates that we wanted to personalize for each deal and we added to these templates two attachments for each, but when editing the template, we loose the attachments, they are here when i send the email but they are
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