Can I pre-fill form values within CRM
I am doing an integration need to pre-fill some values when create new lead form opens. Is there a way to do that something like if I open url like https://crm.zoho.in/crm/orgXXXXXXXX/tab/Leads/create?layoutId=182897000000000167&phone=7845129632 to prefill
Create FY22 revenue field - based on sum of different revenue components with date of expected revenue between 31st March'21 and 31st March'22
Hi, We have 2 revenue components, ARR - Annual recurring revenue, it is a monthly payment that our customer give us. Second is COR - this is the cost of implementation We have made projections on these revenues for deals in pipeline which extend to FY22,
Copy field and paste value in another field?
Hi, I am trying to copy the value of City_Event and paste it in City. Both fields are in Leads. City_Event, Data Type = Pick List City, Data Type = Single Line I can not make it work. Can anybody help me please!
Forumla Field Issue
Hello We custom module called Cell Leases, we have a Formula field called Est Site Gross. I am attempting to update the formula to reflect the different rent values offered by various service providers multiplied by the Rent Index of the site, resulting
Adding option for "Not Available" or "NA" in a numeric field, to differentiate blank fields between NA fields.
So the task here is to differentiate between when a numeric field is left blank (which might be because our staff didn't remember to record that value), and when the staff tried to get the value, but it wasn't available. One easy way to do it is by creating
Mail Merge send from email
Hi, I would like all our lead owners to be able to send Mail Merge emails from a common email address rather than from their personal ones. Is this possible? Thanks, Katie
How can you upload one document to multiple Accounts?
Is there a way to upload a document or folder one time across multiple Accounts in the CRM, versus uploading the same document to each account? I see that you can upload documents to the library, but you still have to "Add" it to each Account. Is there
Member status is a very inaccessible field
Hello. We are very dependent on the "member status" field for our work, since we do a lot of campaigns. However, it's a very inaccessible field. As far as we know: It's not available for automated rules, workflows, etc. We can use it to filter an existing
How can Products be added including/excluding tax?
Hello, I want to add several products to Zoho CRM and I already did define some tax rates for the products. All products should have a tax rate of 2.5%, but the product price of all products do already include the tax (i.e. the product costs CHF 100.00
Approving Records + Deduplication/Merging
Scenario: Email address is a mandatory unique field on our contacts. We set up a web form to collect newsletter signups. Someone who's already in the CRM signed up. Now, it'd be nice if Zoho would just recognize this and append the signup to the existing
One Form Submission, Multiple Records
We use Forms to register serial numbers to resellers. A single reseller could sell multiple serial numbers. Both resellers and serial numbers are recorded in CRM. Short of resubmitting a form for every serial number, is there a way to create multiple
My Zoho Story #11 Pete English tells us how CRM software has revolutionized real estate business.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Pete English who is the Managing Director of For Sale By Pete.
Zoho CRM Workflows - Beginner and Advanced Workflows Your Business Needs - FREE WEBINAR
Hello Everyone, Join us Tuesday, April 1, 2021, at 10 AM PST for our FREE webinar on Zoho CRM Workflows. We will cover both beginner and advanced workflows for Zoho CRM. There will be a live Q&A at the end as well. Click HERE to register. We look
Leads filtering by the topic of email
Hi all, I have a question regarding ability to filter leads by the topic of email or some other mark. Example: a lot of emails come from 1 email address. So they all get pinned to the very first lead that was created when the first email came through.
How to handle multi currency or get rid of currency labels
So we know that multi-currency is NOT supported. Promised since 2007 (read earlier posts), but still not delivered 3 years later! Solution 1: Suppress Currency Symbol altogether? More frustrating is the fact that the currency field symbol cannot be suppressed
Auto-Update fields in Zoho CRM from a master spreadsheet
I have a master spreadsheet with over 900 clients (rows) and around 40 columns of data for each client with headers. These details change all the time, making it very hard work to change the spreadsheet and the CRM and our other platforms. I'm looking
Zoho CRM - How to create a new Attachement List ?
Hello, On our Zoho crm we have a section called "Attachments" which allows us to upload and download files. We wish we can have another section that we may call "Other Attachments". Its aim would be to let us upload and download other files than the
Accounts module has two sections for contacts
Is there a reason why the accounts module would list the same contacts in two different sections? Im wondering if we customized the page and unknowingly created two views of the same contacts. Thanks much
ZOHO using experience
Hi all! We are looking for some live companies who work with ZOHO CRM to make a feedback before we finally choose this instrument! Please write me back if you use ZOHO CRM here in topic! We will be glad to see honest live feedback about user experience
Easily distinguish between clients and prospects in the Accounts module
In Zoho CRM, once a Lead reaches the point where it is qualified it is converted into a Deal (we use the term "prospect"). At that point, an Account record is created for the prospect. The only trouble is, the Accounts module contains our clients (i.e.
Potential view: possible to get emails associated with all Contact Roles?
I'm able to view only emails sent to the primary contact for a particular Potential (the one listed under " Contact Name" ), but send emails to all people with Contact Roles associated with that potential. Is it possible to get a view of all emails associated
Syncing Office 365 Email Account to ZOHO CRM for Record Keeping - What to do when employee leaves?
Hello, We have out staff Office 365 email accounts synced to ZOHO CRM. When staff send an email, it links it to the client account in ZOHO CRM. This is great for allowing there to be a full record of all client communication listed onto the CRM account,
TBD Value for List Price for Products
When we quote certain products for projects our team is working on, we often have a later TBD cost that we need the customer to know they will later be charged for the product/service. We don't want to list it as Zero, but it would be helpful if we could
Booking meetings made easy in Zoho CRM
Hello everyone, In this post we will brief you about the Calendar Booking in Zoho CRM. Calendar Booking makes it easy for your customers to schedule a meeting. Set up the booking in Zoho CRM and share the URL, which allows the customers to book a meeting from the time slots you have defined. Meeting once booked, will be added as an Event in the Activities module and details of the meeting will be sent as an email to the customers from which they can Reschedule or Cancel the meeting. The Calendar
Topic disappeared
Asked a question and a page was created: https://help.zoho.com/portal/en/community/topic/mandatory-invoice-field-not-showing-in-api-names-product-details This has since disappeared. There was nothing contentious in it, so no idea why it would be deleted.
Picklist in the email template
Hello! Im trying to move from regular work to Zoho CRM. Is there anyway I can create a Picklist of pre-defined products I can offer depending on clients need? Basicly - is there a way to create a picklist inside of an email template?
deleting records from CRM
I have the free version and am the only administrator. When deleting leads, the total number of records does not appear to be diminishing. Further, when I click on recycle bin, there are no deleted records to permanently remove. How can I make sure that
Customised converted leads report
Hi, I have combined module for leads and accounts names as leads/accounts. I have a field "Lead or account" which distinguishes whether its a lead or an account. I want a converted leads report for the last 7 days. Can someone tell me how to do this ? Thanks
Formula
Hi, I have created a formula to work out 12% of a premium then when all the premiums are added up in another formula want to include this formula but it's not there showing as a field. Please can anyone help me? Its doing my head in!
Leads aren't saved when using the original Webform, but custom form works
Hi, Few days ago we had problem integrating Google Ads GCLID with our custom form.We still haven't solved that. So to know what's causing the issue, we tried the original webform to check how it works. We copy and pasted the code here: https://flexiclasses.com/test-zoho-google-ads/
Syncing Notes for Accounts and Opportunities
Hi all, is there a way to sync the notes across Accounts and Opportunities? why wouldn't notes propogate across all related modules?
Programmer/Developer Needed To Customize Potential Flow to the photo attached.
Auto arrange blueprint like in Flow
The process builder in Flow has a button that automatically arranges the steps in the process in a neat and tidy way. Please consider adding a similar feature in blueprints. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner
How do I build a Report that shows Activities x Contacts by Associated Campaign?
My colleague and I have been A/B testing two separate campaigns created in Zoho. Each campaign is associated by a specific Email subject line and a list of contacts. We called into those contacts over the past week, logging each activity in Zoho. I am
How to integrate a database of vehicle models in CRM?
I use CRM to work as an insurance agent. I would like to use the vehicle model database. I wonder if it is possible to achieve it and I am looking for hints on how to get it or for a professional who would do such a task for me (I will need a possible
"Convert" button on the Leads page allows users to bypass my blueprint?
I have a blueprint set up to qualify leads and weed out the junk leads, etc., before allowing them to be converted to contacts. My attached screen cap shows that my lead is in a particular state, and the transitions available to it per my blueprint.
Change the periods display in currency field
hi, The default periods are displayed based on the international number system like 123,456,789. we would like to display the currency field in indian number system like 12,34,56,789. Could you please suggest the suitable procedure to get the indian number
Lookup Fields in Purchase Orders does not affect Reports
Hi, 1. I Created 2 Lookup Fields in Purchase Orders for Deals and Sales Orders. I Don't see these modules when trying to create a report when Purchase Orders in the Parent Module. Looks like it is the default behavior. can you check if it is possible
New Layout Updates Causing Issues for us
Recently, there was an update to Zoho (within last 2 weeks). There are 2 issues that we now have: 1. When someone sends "Mass Email," previously it would tell us which ones did not go through. Now, with this new update, if we send mass emails (say to
Add Options and Subtotals to Quotes
Is it possible to setup quotes to include sections with subtotals as well as sections where you can include optional configurations. For instance if a customer needs the core product quoted but is interested in having some add-ons priced right now we
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