How to add a Watermark on q Quote Template
Hello everyone. I am currently facing an issue. I want to add a watermark behind my quote template. Any ideas how I can solve that issue? Thank you.
Mark event participants as attended/not attended, using Event Date in Workflows, sending participants emails
I can create events and add leads are participants. Is there a way to mark a lead as having attended the event? They are marked as having accepted but I can't see a way to denote whether they came to the event. Is there a way to use Event Date that
How do you archive a product ?
We have seral products that have been duplicated. We cannot delete them because they have been used in transactions. How do we archive them ? I can't find instructions anywhere.
Knowing the organization chart in a Prospect account
I am tryong to see if there is any easy way to view the contacts in an account in the form of an org chart instead of just a list as it is showing up now. Example if I am trying to sell to the Enterprise Architect it would help to know who he reports
Company structure in Zoho CRM
Hello 2 all! Now we are using Standart Edition of Zoho CRM and we have next issue - We need to build the structure of our company in our account in Zoho. For this we need to do something like, that you can see on the image: Now i`m trying to explain
Product Lookup field on Assign Default Value screen of import to custom module non-functional
All of a sudden the Product Lookup field on a custom module import screen does nothing when I click it. Steps to reproduce: 1. Create a custom module with a lookup field pointing to a Product. (I don't know if this is specific to a custom module import
Not Able to Use Related Module Data in Criteria/Condition of a Workflow Rule
When I run a report, I can select a related module to use in the criteria when running the report. However, this does not seem possible when setting Conditions/Criteria in a Workflow Rule. Why? I am creating a workflow rule on the Deals module. However,
Is Zia Voice AI able to be Used with Headset with Microphone?
Hello, I would like to use Zia Voice in the CRM, but I don't see where I can configure it to recognize voice commands through my headset microphone.
Error lookup for account searches
Hello, When trying to launch a new task with the "Related To" field linked to an Accounts record, the search icon (magnifying glass) does not open the popup screen to search the record. If I use the "Related to" field to link in other modules, the search
Add Lead Source as as standard field in Accounts module and enable automatic updates of Lead Source values accross Leads, Contacts, Accounts and Deals modules
1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts module. 2. When you go to Setup>Customization>"Modules and Fields" and update the
Lookup Field Criteria
Does anyone know how to set the "Lookup" field criteria? We have a "Lookup" field for "Accounts" in our "Leads" and "Potentials", and it's used to select companies we work with...the problem we are having is that it's showing all our Active and Inactive
Upload error .pdf file
Hi, We keep getting this message "upload error" in the organization when trying to upload a pdf to an opportuniti (either as an attachment or as an attachement in a note). Already checked storage and ther are 10Gb left. i am using Chrome Versión 99.0.4844.51
Refine lookup search not working for specific type of user.
Hello, Since this morning, our team don't have the possibility to select a product in a lookup field. This is happening only to a certain type of user, and not for every (For administrator, everything works well). For some information, like the product
crm desk integration - tickets associated to accounts
when crm desk integration is enabled, the tickets are displayed in crm under accounts and contacts. What parameter is used to associate tickets with accounts contacts? Is it email of the contact in the ticket in Desk? if yes, can it be changed?
Sales Leadership Webinar: Handling customer experience challenges for a new workforce
Over the past several months, the pandemic has changed the way we do business forcing companies to rethink how they manage employees and how they engage with and service customers. Many organizations define and document the customer and buyer journeys to identify and understand pain points better and create a smoother customer experience. Join us for the latest in our Sales Leadership webinar series where guest speaker Reza Kamran, Senior Director, Product Marketing at Intermedia discusses how companies
Zoho webinar recordings
I often see the advertisements for the Zoho Webinars while using our programs, and they all look really good. Unfortunately in my time zone, these webinars take place at 3am. Are these recorded and uploaded anywhere to watch at a later time?
Zoho CRM: Automatically add emails sent to an email address as leads?
Hi, I'm trying to add any emails sent to one of my aliases on my Zoho Mail email as leads in Zoho CRM automatically. This email address is only for incoming potential leads from some ads I have placed online. I couldn't find anything in CRM itself and
Auto-Linking Emails by Deal Prediction Mechanism - Unable to Disable Feature
Hello, Our team is experiencing consistent frustration with the email association feature within Zoho CRM. The email association model works well when we only have one deal per customer, but fails miserably when we have multiple deals in progress with
Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
Hide Products from Sales users.
Dear Zoho CRM Team, Is it possible to hide products from users or user roles? We would like to be able to add vendor products so they could be linked to purchase orders, but we don't want the sales team able to use the products on an order form. Is it
Can you revert a Contact back to a lead?
I have a new user who imported a lot of lead data in as existing contacts. I am trying to get people to follow the process but this kind of side-stepped everything and now my reports don't work for following up leads... Thanks in advance for any gui
Error on update task
Hi, this is the code quest_order_record = zoho.crm.getRecordById("Quest_Orders", ID, "mycustom");// info rec; doctor_name = quest_order_record.get("Doctor_Name1"); info doctor_name; mp = Map(); mp.put("Doctor_Name1", 4594870000020569119); info mp; update
Zoho CRM E-mail missing
Hello there, the issue is pretty simple but incredibly annoying for us. Basically we can't see ANY e-mail we sent from zoho crm. As you can see in the picture, there are no e-mails but there should be plenty and...It's the same in every contact page.
Import Sub Module on Custom module
I have create a custom module. This module have a head fields and some row elements. For the row element i have use a Submodule. It works but i can't import or export datas for sub module My Excel's file has X columns for head and Y columns for SubModule
Problem migrating Account Owner with Accounts from other CRM
I am trying to migrate account data from another CRM using the Data Migration function within Zoho CRM. The Sales Rep field in my source data is mapped to the Account Owner field in Zoho. However, the data does not migrate and I am alwys listed as the account owner. I have tried 3 accounts using 3 methods for Account Owner Id – User Name, Zoho User Id (zcrm_3...) , and email address associated with the user. Users were created manually within Zoho. The migration completes successfully but always
Subform Aggregate Formulas
I have a CRM subform with an aggregate sum at the bottom called 'Total Units' I want it to exclude units from the sum if they are of a particular type and show these on another aggregate sum. I can't fathom how to do this. Within the aggregate field
Create an automation for Web Whatsapp in webhook
Hi all, may i know how to create a proper working webhook / worklfow to send a whatsapp using https://api.whatsapp.com/send/?phone&text ? I mange to create with button without problem. But not in Webhook. Thanks
Recovering from data loss / Backups
Does Zoho's support team maintain their own backups of customer data? Lets say tomorrow that a disgruntled employee of mine decides to delete a large amount of data and vandalize my Zoho CRM account - they insert junk data / nasty comments into random account records, they wipe out notes that we made, they edit records and put junk into the text boxes, they delete records etc. Or... lets say that me or somebody I hire to administer the CRM mis-clicks and accidentally deletes an entire custom module
Exception in Monitoring Server? Outage?
Hello, It looks like some of our Canvas features and our Calendly extension directly communicates with https://tipengine.zoho.com/. This component isn't listed on the Status page for all the other Zoho operations. Do we have an ETA of when it will be
Relay configuration issue
We are receiving the attached message. Please help us resolve this issue. I noted the text in the sceenshot here as well in case you can't open in. Hello, The Relay Configuration for the domain staffleasing-peo.com and feature Mass_Email has failed
Internal exception when using postUrl.
Hi, we are triying to make a POST request using a custom function. We have the url, encoded with encodeUrl() and a map with the header parameters (including the access token). Our function takes some information about a lead as parameters. So, we have something like: hdr=map(); hdr.put("key1","parameter1"); hdr.put("key2","parameter2"); url = "https://something.com"; url = encodeUrl(url); response=postUrl(url,hdr); text = response.get("responseText").toJSONList(); info text; We Error at line number:
Including {"trigger" : ["workflow"]}) into your function
Hello. I want a field which is updated by a custom function to trigger a workflow. I've read that I should include {"trigger" : ["workflow"]}) into the function. Where should I put this line the following function? Should it be placed at the last line?
Best way to have contact update their own info AND control the update.
Best way contacts can update their own information? I understand I can email them a link to a form. I'm really asking about the approval process after. Once they've updated, how should we set up checking the updated info before it goes into the system?
.ics inviation via Deluge
Hi Zoho Community. I would like to be able to trigger a calendar invitation to from the Leads module using the information within the Lead (Email, Date/Time etc). I've already created a workflow so that it sends an email to the Lead and pulls the Date,
Updating cloned Quote
Is there a way to perform a task when a Quote is cloned? I added a picklist containing two values "Original" and "Clone" to the Standard layout of the Quote. I want whenever I clone a quote (using the clone quote button), the picklist on the clone gets
In-line editing
When working in any of the CRM modules list view (eg My Contacts) it would be useful to be able to edit and save any of the fields displayed in the list: lookups, text or drop down selections for example. This would be different from Mass Update, in that it would allow users to quickly update individual fields rather than selecting and updating one field with the same information
Attachments don’t convert to deal from lead.
I am having an issue where our agents are not able to see attachments when they convert a lead to a deal. When we convert a lead to a deal. It’s assigned to another team member. I have a blue print auto convert transition and it only works for me.
Hide description of event invitation via Deluge
Hi, I have a Workflow to create an event and email the Lead based, however I would like to avoid sending the Description of the event in the email as this is meant for our reps. Is anyone able to direct me as to how I can do this with Deluge? Current
Zoho CRM imap mail integration - we need the CRM to see not only the imap inbox but also a specific imap folder not to loose archived emails
Hi, We are evaluating Zoho CRM and email integration is very important for us. I have tried the IMAP integration to Zoho CRM and would like to know if the system could be configured in such way that when an email is received to our inbox on the imap server
Anrufe aus Telefon-Fenster der Chance zuordnen
Warum ist es nicht möglich, eingehende oder ausgehende Anrufe direkt aus dem Telefon-Fenster (PhoneBridge) einer Chance zu zuordnen? Derzeit müssen total aufwendig die Anrufe im Nachhinein bearbeitet und der Chance zugeordnet werden.
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