from picklist to multi select picklist
Hello, how can I transform datafield with typ selection (pick list) to typ multi selection (multi select picklist)? is there a workaround wy for doing this? Thanks!
Feature: Combined Field
Hi, As mentioned here: https://help.zoho.com/portal/en/community/topic/combine-text-fields-date-field-into-one-formula-field, You can create a formula field that contains values from multiple fields. It is a nice feature! But, You still have all the original
2 Blueprints for different part of the sales process - Not Working
Hi All, Fairly new to Zoho and currently customizing the Professional Edition. I have two Blueprints that are active and service the Deals module. The first one walks through the Pipeline stages to the "Won" stage and the second starts at the "Won" stage
Archivos adjunto en casos
como puedo adjuntar un archivo a un caso nuevo?. Estamos creando casos pero necesitamos adjuntar archivos de seguimiento del caso o capturas de pantalla de los casos que se están presentando pero al crear un caso por el Zoho CRM no tiene el campo adjuntar
Assign territory to account automatically
Hello Zoho support! I have a doubt regarding the new territory management feature: It is possible to assign to an account to a territory automatically based on the user's territory (the user that creates the account)? I have created 2 territories, lets say Australia and Brazil. Now, Australia contains 2 sales persons, and Brazil two more sales people. My objective is to isolate the accounts from these two territories and that if a sales person from Australia creates an account, this account will
Workflow Rules for Calls - We Need to Talk
Dear Zoho CRM Product Team: Below, is your announcement regarding new workflow rules for calls and I can confirm that I have this activated in my account. Zoho CRM Announcement It's in our nature to innovate and try new things. As we refocus on products that provide our customers with the most value, Zoho CRM is announcing Redefined Workflows for Calls. I've tested a workflow whereby, when a call is received from a number that is not recognized in the CRM, it triggers the creation of a new lead.
How to Import Tags into a CRM Pick List Field
Hi I need to import Tags into a number of CRM Custom Pick List Fields. If I create a csv file, how can I setup a varying number of tags to import in the csv file? Kind regards John Legg Owner: The Debug Store
No such CRM account error
{:code=>"NO_SUCH_CRM_ACCOUNT", :details=>{}, :message=>"There is no such CRM account for the user.", :status=>"error"} What does this error mean? We recently reset our sandbox environment and have a new one setup, this obviously generated a new organization
How do I setup a portal!? Theres no option
Hi, Im using Enterprise edition. Im following the instreauction about setting up a portal. The instructions tell me to go to Setup > Channels > Portals. But theres no such option. Portals are included within the Enetrprise edition arent they? Thanks
Mirror 2 Seperate Zoho CRM accounts into one Joint Business CRM
Hello, I'm brand new to the Zoho CRM platform. However, I have two partners who use it already. They would like to create a Zoho One account that mirrors the information in each of their individual CRMs. I've been given the task to make this happen. Is
Publishing data from sandbox to live CRM
Hi Ive been working in sandbox, created custom modules and added test data. I want to publish the module changes AND the data within to the CRM. (The CRM is new and a blank slate). How do I publish the content? DO I export from each module or backup the
Customer Purchase History
We quote customers some products, and if all goes well, its closed won. A few months later, the customer may come back and order more. We want our sales people to be able to see what the customer purchased without having to dig through previous deals
Is it possible to map a dependency field from a system required drop down field
I am able to map one custom picklist to another.custom picklist without a problem. but say I was to map a dependency to a custom picklist from a system required field, even if it is a drop down, the system required fields do not appear in the option list for a parent field. Example, in potentials I want to map Stage to a custom picklist called "Status" where in i classify the various stages as open or closed. Is this possible or is there a workaround?
Auto response rule only for approved leads?
I've set a new auto response rule for a web-to-lead form, but the email is sent even if the lead hasn't been approved yet. Can we set a rule to send the email only after the lead is approved?
Payment options - Debit card
Currently a credit card is connected for payment. We are getting a debit card for the Company; can we connect a debit card for payments?
ZOHO CRM REST API - Tagging Users in the Notes Field
Is it possible to tag a user in the notes field through the API? For example, when one manually does this task in the CRM you would do @username to make them aware of the note.
Automatically Show a Layout when Using App
I created a layout that is optimized for when you're using the ZohoCRM app called "App". I still have the "Standard" layout which is two columns and ideal for web browsers. How can I make it so that whenever I open the app (android), it defaults to use
Mass update of lead status does not trigger workflow
I have created a workflow that triggers the creation of a new task on change of lead status of a Lead. This works fine when I drill down into a lead, change status and save. However, on Leads view when I use the mass update functionality to change lead status, the change does not trigger workflow to create the tasks. Am I missing something here or is this one of those hidden feature? ;) Thanks for your pointers.
Zoho CRM contacts export
Hello there, is Zoho CRM able to export contacts to an android phone?
Task list for clients
Is it possible for zoho to create a way of adding task list for clients. For instance 1. Sale complete in leads and moves to contacts 2. Task list is sent to client. This can be a new list created on the spot or from a list of task templates 3. Client
Mass Change Ownership
I have tried different things and cannot get this to work. I have thousands of leads that need to change ownership. Going forward, I can import new leads with the proper ownership... it is the ones that I initially imported that need to be fixed. When
Phone.com and Zoho CRM Call Pop Problem
Hello, We have the Phone.com integration set up, but when there is an incoming call, only one user gets the call pop up in his CRM. We would like all users to get the pop up, or if an extension was used, for the pop up to show up in the CRM for the person's
How do I get first and last names to remain separate fields?
When I edit a contact or it's page layout I have first and last names in different rows like this: But when I view the contact it shows both names combined like this: This screws up the layout of my page by moving the other fields on the left up. See
Customisation HELP!!
I am looking to use Zoho CRM for the sales team of a residential property developer. It will be used to capture leads, convert to deals and plot the deal through the various stages until completion of the house sale. So far, I have customised Leads,
How to handle Company Name/Account Name changes
Companies change names and get bought out. What is the best way to go about updating records in the CRM? Should the old company name be saved as a child? Should we create a dropdown list of the previous names? Sort of like an alias list?
Has anyone else noticed a change in the tech support?
The tech support used to be amazing but the last couple of times i've had to use the tech support chat for Books, forms, and CRM the person on the other end was not helpful. Today's Adventure: My workflow rules have been working beautifully for weeks.
Field Display Name
It would be useful to have the ability to give a field a display name to replace the field name in the displayed system to staff in my case I capture multiple address information ie time at address in to "years" and "months" via drop down Example -
Revision in individual and total field limits for the Enterprise edition
Hello everyone, We have made some revisions to the field limits for the Enterprise edition. Total number of custom fields allowed: Earlier we allowed a total of 310 fields/module, now you will be able to add up to 300 custom fields/module. If you have already added more than 300 custom fields we will keep them intact, however you will not be allowed to add further fields. Individual field limits: The table below shows the old and revised limits for different types of custom fields: Field Type
Half of my workflow stopped working this morning
Hi I have a workflow that has 4 actions whenever a contact is created through a Zoho form. This morning 3 of the 4 actions have just stopped triggering for me even though it has worked in the past. The three that aren't working are two email notifications
Linking a new lead to a campaign in custom function
while using the zoho custom function ( code is bellow ) campId = "xxxxxxx"; mp = Map(); mp.put("Campaigns",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; it executes but
Zoho CRM to Zoho Forms link: usable outside of email template?
Hi, I really like the Zoho CRM to Zoho Forms integration. We use the link in our email templates. I would like however to invoke the url directly from a button for my users to use. Is that possible or is the Zoho CRM to Zoho Forms url only available for
Set Number Field to Zero
We're using Flow to set a field when a customer completes a survey. If they give a score of zero, it leaves the field blank instead of setting it to zero. Any ideas on how we can get it to display `0` and then allow automation to kick off based on the
Unable to find custom module in the reporting module
We have created a module called "support contracts" this holds some vital information that we need to report on, this information then needs to be used in analytics. I however cannot see this custom module in the reporting module and wondered how I get
Lead allocated date and agent
To create some true lead conversion stats I need to know who was allocated a lead and when. Has anyone found a good solution for this? Or do I need to crate two custom fields wheich are then updated at the point of allocation?
Zoho Blueprint prefill prompts
Hello, when a lead transitions from one state to another, the blueprint pompts the user to create a call. The user has to provide all the fields marked red. Because this is a standard process in our company, I would rather have most of the fields prefilled.
CRM data and webforms transfer
So i have been using Zoho one Subscription for a while, and recently the business split into two. The new company will do majority of the work that was done prior and have a new name, domain etc. So i am planning on downgrading the existing zoho one account
Field value = A. If A is blank, B. If A&B are blank, C
I have 4 fields. I want the "Result" field to display the value of either A, or B, or C, depending on which fields are EMPTY. If A is not empty, Result field value is A. If A is empty, result is B. If A & B are empty, show C. If A B C are empty then blank. For example, if B is the only empty field then it would still show A. Field A Field B Field C Field Result I know how to do something like this in Excel, but can this be done within ZohoCRM?
can you prefill related list module on creation
Scenario I have a custom module called SMS, which has a lookup to the contact module. From the contact module I have the related list set up so that I can add new SMS (links to SMS custom module). Problem When i click new SMS i want to prefill the Mobile
Customizable Call Layouts
Hi Guys, we use Sipgate as Phone Provider and everthing runs well, but we need urgently the ability to customize the phone pop up box! Story: As a Sales Representative I want to document my CALL RESULT [DROP DOWN] (e.g. Desisicion Maker not reached, Meeting
Mail Merge & CRM
Hi, We are business to consumer and some times we have to send physical letters to our customers. If i run a mail merge it all works great. When I go back to that record is there somewhere I can see that a mail merge has been sent and the content of
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