How to automatically refresh a custom Contact field daily?
Hi, I created a field that calculates the days since a certain date from a Contact record. However, this field (see attachment) calculates that number of days only when that date is created. I would like that number to be calculated daily, since the
Subtract 2 dates field
I would like to subtrackt 2 date fields (custom made) and return the period in month! The only way i can do it will return in minutes, and this gives a wrong calculation of month. Anyone?
Map Deal Owner To Custom Field
I am trying to find a way to map the owner of a deal to a custom field when they do a specific action. For example, I would want to map the deal owner name to a custom deal field named "Sold By". I would create a workflow that states, when the deal
Microsoft Word Merge Template
Hello! I have created a template in Word to combine it with a custom module. When I create it and at the same time execute the merge, it works, but if I exit word and reload the template to perform the merge, it only returns a blank page. Greetings
Add contacts in an opportunity
How I could add several contacts in an opportunity in Zoho CRM?
Item count in Zoho CRM Sales Order module
Hi there, How do I make a field which calculates the total number of items in a sales order. For example, I sell handbags to retailers, and sometimes they will order a total of (for example) 87 bags, in 30 different different styles (for example, 3 of
URGENT Zoho CRM: New records being saved are putting the developer in the "Created By" meta field
I am the developer and for certain permissions, was elevated to administrator for a project. Currently, the records being created in the customer module are listing me in the "created by" and the <module> owner fields. I require these to revert to the
Subform entries on HTML template
I use Exclaimer as my signature software, but that means emails that use templates created using the template gallery on CRM look strange because the email page is significantly narrower than the signature. The signature also aligns to the left whereas
Outlook 365 and email integration with Zoho CRM
I use Outlook 365. Is there a way when sending outbound messages to clients and prospects to paste that email within that specific customers accounts notes section? Thank you!
Call button in Task 'Scheduler'
Hi there, Our telemarker works off Lists that have been created using various filters. How do I add a 'Call' button on the page that lists all the tasks? (see attached screenshot to illustrate the page I mean). The phone number is displayed on the right
USE DIFFERENT EMAIL
How to send emails from different email expect zoho.adminuserid using custom function I have already added 2 emails
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow (see attachment) but nothing is happening. It looks like Zoho doesn’t know that the Contact
Products filtering in inventory templates
Dear Zoho Comminity, I have a question regarding possibilities to filter / choose certain product types in templates. A quick clarification / need: We ship regularly products to clients. Currently we're using a packing slip which is based on a sales order
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
Daily Email with Open Tasks
Good morning, I'm currently trying to set up a scheduled daily reminder for each member of staff to see all open tasks against their name. I've created a Report for Activities > Tasks, however I'm unable to filter this by Task Status (ie only Open Tasks)
Save and continue later?
What's the best practice for working on a Mail Merge based document, not completeing edits in one go round, and then continuing edits later? As an example, we have a writer merge template that pulls CRM data and will ultimately end up in Sign to be sent
Tracking Email Opens?
I have been sending individual emails to leads using Zoho CRM, Is there a way to track if these emails have been opened?
Defining a custom range for tasks older than 15 days but less than 45 days.
Hello, I am attempting to create a set of reports that will track a lead as it's tasks age past their initial due date. I would like my reports to look like this: Report 1 = Tasks due date less than 15 days (this one is easy) Report 2 = Tasks due date
Running Audit log for active users for more than 60 days
I am the administrator for the company account. Our management has requested a Audit log for all the active users for the last one year. We see that we can only run a report showing audit logs for the last 60 days. How can run the same report for the
Python SDK V2 OAuth Problem/Question
Hello there, I´m new to python, so I apologize if my questions is dumb. I also searched everywhere but I cannot find a solution or an answer. First of all: I used this documentation for CRM SDK v2: https://www.zoho.com/crm/developer/docs/python-sdk/v2/config.html
Convert Closed Won deal to A Custom Module
I am trying to figure out the best way to accomplish this task as I need to convert closed won Deals to a custom module im going to name Post Sale, we have various tasks that will be completed after the fact and I felt that going with a custom module
Index card as summary for printing
Hey, I've got the request to generate an index card which can be printed. This should have company data as well as all contacts and the notes. I've tied to generate a print template - but there is no possibility to add the notes into the templates. We
Zoho CRM / Task View, defaults and custom views does not load anymore
Zoho "deactivitated" Activities and split into Tasks, Calls and Meetings. Since then I have switched 2 views but now module "Tasks" does not load anymore. It has worked until last Thursday. I cannot see even default views, this applies also to other
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Best way to analyze the performance of email templates
We have 133 templates that we use in CRM and an I'm seeking an aggregated way to look at their analytics (opens, clicks, etc.) so that we can quickly see which ones are performing well and which ones need refactoring. I think all the data is here because
Custom Reports - Account report that lists associated contacts in different columns
I'm hoping there's a simple solution for this. I'd like to create a custom report for accounts that lists each associated contact in a separate column by first and last name. Something like this: Account Name First Name Last Name First Name Last Name Shipping Street....... Columns 2-3 would be for the first contact associated with the account, 4-5 would be the next contact, and so on. Any ideas? Thank you advance, Jeff
Automatically assign Owners to Accounts?
Hi. Is it possible to run any assignment rules which will automatically assign Owners (Users) to Accounts? I know this can be done with Leads and Deals, but we need this function for our growing list (currently 900) of Accounts.
Lead Assignment Rules
Hi Guys, I have created lead assignment rules, however they are not working. The leads are created via zapier, how do I get the lead assignment rules to execute on all leads created? Thanks Scott
Ability to create 2 different codes in 1 module
I want to create two different automatic codes. When a personnel from the company creates a new purchasing offer I want the code to be PRCxxxxx and to be able to see this offer on the kanban board. Then after this offer is approved I want the code to
CRM COMMAND CENTER stopped working!
Hi there, We noticed today that 2 days ago our command center journey we have setup for leads stopped working. Did this happen to anyone lately? Our leads enter the Journey when they're created. But then, they do not travel to any other states as they
Zoho Mail and TFA Office 365
Hi Team We recently added TFA to our Office 365. I'm following the TFA guide on Zoho's help documentation to generate an App Password, however that password simply does not work! Any tips?
Is there a way to customize the matching records fields shown during a mass transfer?
I've searched and searched and only find a way to customize fields shown when doing a record search. Is there a way to customize the fields shown for matching records when using the mass transfer functionality?
Problem with Dashboard
Working fine in the past, but with issues for the last 10 days. Been an administrator I should nor receive this message: You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile
How to assign a task to multiple users?
Hi, We are evaluating Zoho CRM. Now there is an issue in task assignment. It seems that the task can be only assigned to single user, but we may need to assign a task to 3~5 users. How can i do that? Thanks! Justin
Deals permission
Hello, How is it possible to change the permission in Deals Module so that each non-admin user only sees their own deals in each progress stages (including closed and lost wons)? Thanks
Multiple Contacts Per Lead
Hello, In the Lead stage, we begin to Contact the lead before moving them to a potential. IN the process, we create multiple contacts per lead. When we convert it to a potential and Contact, we want multiple contact records to be created per account/company. How can we do this? If its only in Creator, can someone point me in the right direction of variable/values to use? Thank you
Uploading Contacts within Accounts
I am new to Zoho CRM. Slowly but surely I've been uploading all of our customers into the Accounts section. However, at the same time, I'd really like to upload the contacts for those accounts. I don't see any fields for this though in the mass upload section. am I missing something? Or does anyone know of a way to do this? The only way I can think of now is to separately upload my contacts, then manually go through them and assign a company. Thanks, Arthur
Reports / Analytics Components needs a way to join Leads and Converted Leads (Contacts)
Currently it is difficult to get a monthly or quarterly snapshot of total leads because when the lead is converted, it moves out of any Leads Report or Analytics Component. I want a dashboard where I can report on the total # of Leads by Lead Source,
Customize Module "Leads" to add products and add book download as hidden form
I'm a consultant. I have a free ebook download. When someone fill out my "Free Strategy Session" form, I promise them to automatically email them my ebook. My "Free Strategy Session" form has 4 visible fields and one hidden field to track which form
In CRM app telephony Norway
Hey! Are there any telephone companies in Norway that integrate with Zoho CRM? We will have a main number to our business that will be routed to our mobiles and answered and logged in the CRM app.
Next Page