Workflow rule : Updating the
Hi All, Initially, my plan was for the sales rep who disqualified any of the leads; the leads will automatically go to another sales rep which I put customer service as a sales rep so that the sales rep cannot claim their leads anymore. However, I also
Select all records in contacts
How can I select all my contacts so I can print postage labels for each of 1000 or so contacts?
Zoho CRM notes
Is there a way to filter notes by User (who created the note)? Some of my contacts can have up to 300 notes, we use Zoho CRM to operate a law firm, Somtimes I just want to see the notes I added. It would be amazing if we can filter notes by User.
"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Hi I keep getting this error, i have double checked the TFA App password as well and I just cant get this to work. Is there anyway you can check from your side if we are missing something?
Unread Contacts
One of the public views in Zoho CRM Contact module is "Unread Contacts". What is it? I tried googling, checking with Zia, searching in the documentation, and here in the forum. A mystery, no definition at all, yet it is a view created by Zoho, and supposedly
How do I make custom function to execute first then create task in blueprint?
I have this custom function that autocomplete open task. I want to autocomplete any open task anytime I click the next state. the problem is any task I auto created in the next state ended up as complete. I figured the problem must be because after clicking
Ticket attachments added to CRM record
Is there a way for new attachments in Tickets can be automatically added to a CRM record? Right now any new emails/tickets with attachments show within the CRM record, but you need to download and save the attachment and then upload it onto the CRM record.
Hide Calls in new Open Activities related list
Our backend got 'upgraded' to the new breakout of Tasks/Meetings/Calls but they are all even worsely combined when viewing the Open Activities related list on a deal. Is there a way to remove the columns not needed? (i.e. don't need Calls to show.)
Problème de devis
Bonjour j'ai un problème avec l'appli devis, je ne peux plus enregistrer et envoyer de devis. Bien que je renseigne un montant dans la partie Tarif, ce dernier n'est pas pris en com Pouvez-vous m'aider ?
How can I filter a report of calls so that I only show the calls 'marked as completed call'
I can easily create a report for calls and show them by start date. However this includes calls that are scheduled for these dates and some of the dates are in the future. I would like to filter this report to only show the calls that were marked as completed
Updates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow
How do I sort Activities by "Activity Due Today + Overdue"?
Hi, thanks for the help. If I am in the "Activities" view, the sort option does not allow me to sort by "Activity Due Today + Overdue". It gives me lots of other options besides that. If I am in the "Leads" or "Contacts" view, it DOES allow me to sort
What is the definition of "Lead Created Date" in the Contacts Module
Can someone from Zoho please provide the official definition of what the "Lead Created Date" in the Contacts Module is? I assume it is the date the lead was created in the database, but things aren't always what they seem so I want to make sure. Thank
Can't see the email sent by others in our group
We have a problem where one of our logins cannot see any emails sent to a contact by any others of our group. They are set as Administrators so should see all of the settings. They can see the account, they can see the contact, but the email section
Has there been a change in compose email functionality in Zoho CRM?
Hi I have a series of templated emails that I used to be able to send fully formatted from the email composer in CRM. Now, when clicking 'Send Email' on a single Lead or Contact, the compose email box comes up, but if I select a template it seems to remove
How to display content of linking module on my contacts record?
Hi all, I am relatively new to Zoho CRM so please bear with me if this is a stupid question. I have looked for an answer in the forum but couldn't find it. I am trying to keep record of the products my company sold to our customers (contacts). For each
Weekly Activity Reports
I'm trying to set-up a report that would be a summary of last weeks activities (both tasks and events) and the coming weeks tasks that would be emailed out automatically Sunday night (I'm currently a free subscriber but would upgrade to Pro for this feature). I'm having a couple of problems 1) I can't figure out how to create a single report that includes both the previous week and the upcoming week. Is this possible? 2) I'm having trouble figuring out how to include both tasks and events on the
Import from Capsule CRM
When are you going to add Capsule CRM import? It is very popular in the UK Clients that are out growing Capsule could then easily be sold Zoho CRM Capsule is very popular with the Xero community, so it would be great on a strategic level
Formula Field with two decimal places only shows 1 decimal place
For sales orders or invoices we use prices with two decimal places. However, when the calculated price is 1450.50 , the value is only shown as 1450.5 How can I force ZOHO CRM to always show 2 decimal places? What I did: - i added a custom field (formula), 2 decimal places - in a template, i use this custom field via ${Invoices.myCustom1}
Blueprint or workflow with parallel tasks?
Hello! My sales process has 3 milestones. Within each milestone are a series of tasks. Now, tasks are of course inherent of Zoho CRM, but I was hoping to use the Blueprint functionality to map out the sales process end-to-end, but with transitions being
Zoho CRM Mandatory either/or
Is it possible yet to make a field mandatory if another is blank e.g. phone mandatory if email is blank?
Cannot Update Contact or Lead
I can click edit and add to the field but when I click save nothing happens. I have tried this in multiple browsers and on my PC and Mac. Same issue presists.
Facing Issue
I'm getting an issue with zoho crm form when i'm using it's html code on my site. is there any online chat support which can resolve fastly resolve this issue or can you fix it ? This is the current site: https://www.myguardian.care/ I'm attaching screenshot
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Can we use 'contains' in if condition in same line ?
Can we use 'contains' in if condition in same line ? like if (Type contains "ABC") { // code } or any alternative for the same.
Stage History Showing incorrect calendar days
Hi, When i look at my stage history its showing zero or empty for each stage in the calendar days field yet the deal/potential was created days ago?? How do I get Dwell time or days in each stage for my pipeline? Thanks Scott
Custom Formula Field Questions
I'd like to have a custom field that looks at another customer field with a pick list and selects the appropriate price. I have created multiple formula fields with a fixed integer for the pricing fields. Here is the formula I have written: If(${Potentials.Version of t4 Underground}="Premium", ${Potentials.Premium Price}, If(${Potentials.Version of t4 Underground}="Standard", ${Potentials.Standard Price}, If(${Potentials.Version of t4 Underground}="Basic", ${Potentials.Basic Price}, ${Potentials.Contractor
Zoho TeamDrive CRM Integration
Trying to come up with a better solution for managing files within our company. It'd be absolutely amazing if we could have a section in a CRM record for Zoho Drive. You can create a doc/sheet/presentation within their record. The docs belong to the record, so you can organize all of your files right in your CRM. Prefer to take notes in a Zoho doc? Have special pricing spreadsheets for certain customers? Want to keep all of your custom sales presentations in one place for that customer? It's
Enhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI component
Email parser - what a bliss! (Once figured out, of course.)
Discovered an email parser tool! I've been with Zoho for 2 years and only now found this nifty feature! Granted, setting it up took quite some time and effort but after a few hours, including creating a workflow rule along with an email template, magic
Sent emails not being delivered to IMAP sent folder
I have "Store Sent messages on the server" set but emails I send to customers are not being saved into my IMAP's sent folder. I need this functionality because I need to some times confirm messages are being sent out without having to go into CRM. Please
Select the Contact view that synchronize with Office 365
I really would like to be able to choose the Contact view that synchronize when integration is configured with Office 365. Currently, it synchronizes only the "My Contact" view but it doesn't reflect most of the business needs I see since there are often
Layout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Need to add monthly deals
We do software development and with that we do hosting and SLA work where the client signs an SLA contract to pay x amount per month for 6 or 12 months. Can someone please tell me how to put that into ZOHO as a deal - or do I have to add it in manually
Rounded Pricing when Working in Multiple Curencies
Hi, I'm setting up Zoho CRM for our company. We currently have 3 price books, in US$, Euro and GBP. Our products are priced with rounded numbers, e.g. £3,900 = € 5,000 Zoho uses a base currency multiplied by an exchange rate, so I cannot achieve rounded
How can I make a recurring potential?
Hello, We'd like to be able to track monthly recurring revenue by having a potential in the CRM that opens and closes each month (or year, or quarter). Do you have a feature to be able to do a recurring potential or is there a way I can use the software
Account Page blocked as virus
We are unable to access our account records - we are being blocked by antivirus to accessing the accounts - we can access the contact but not the account. We are not disabling our firewall this is something on your side. Please advise. Leah Edwar
How can i make a connection between zoho crm with zoho workdrive
How can i make a connection between zoho crm with zoho workdrive As i couldn't find the option of zoho workdrive in the connection as attached. Thanks, Sidhant A.
Duplicate a field in different modules in Zoho CRM
My question is: In Zoho CRM as I create a field in the Projects module and the field turn to double in the Invoices module, and that its content of this field is reflected in the two modules Projects and Invoices. This can be done or not?
Zoho For Small Company Cost
I am from 3PL Solutions Group a UK based third-party recruitment agency. I want to ask what is ZOHO CRM monthly cost. You are giving any concessions etc.
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