Establish many-to-many module association
I have a real problem with this video : https://www.youtube.com/watch?v=G1PAKXPXI0g&t=153s. It shows the creation of the multi select field in the contacts module and shows the contact information in the Account Module in the standard Contacts field below the business card details. In real life that does not happen they go to a seperate list, so what are the missing steps. Similarly it shows the different contact details for the different Accounts held in the Link module but I cant find any way to
Attachments or Docs?
We use Zoho CRM and Zoho Docs. We are debating internally if we should store customer contracts, proposals, etc as attachments on the CRM opportunity or if we should store them in Doc folders. We like the ability to look at an opportunity and find documents w/o opening up Docs.
Webform for leads not working
Hi there, i followed all the steps but the webform does not work on my website. I fill in all the information and when i click submit, the form reloads again (does not go to landing page) and no data comes back into zoho. Can you help? The link to the page is http://www.herbalfix.com.au/lead/ Landing page should be http://www.herbalfix.com.au/lead2/
Custom Module to Generate Quotation Number - Issue with multiple prefix
Hi everyone, I created a custom module to generate a simple quotation number based on the auto number field (with 1 prefix PM) - i.e PM-1000, PM-1001,.. etc What we would like to achieve now is to have multiple prefix based on selected criteria and a date (auto date?) as suffix. In our fields to generate quote number we have this: Type: Trading, IBD - SEA, IBD - EMEA What we would like to achieve is Prefix based on Type field (PT, PM, PI) + Auto Number + Date If we select Trading in the field, it
Transfer Emails
Can We move emails from one module to another module using API in Zoho CRM?
Zoho Sheets View
How Many records we can mass update using Zoho sheets view?
Backup Emails
Which is used to backup emails in Zoho CRM? IMAP POP SMTP ANY OTHER
Conditional Layouts
Which modules supports conditional layouts in Zoho CRM?
Zoho Forms to CRM to Desk Integration
Hello, I've created a Form and integrated it to CRM. Now I want CRM to push it to Desk so I had synced both CRM and Desk. I was able to create a test enquiry in Forms and it successfully pushed through CRM. However, this test enquiry does not appear in Desk. I made sure that there is a two-way sync with CRM and Desk and selected all CRM related list. Can anyone help? Thank you.
Zoho limitations for enterprise license
Hey, We have enterprise license with 2 users, and are having some problems with the limitations. Our crm system is communicating with a third side app online, sending and receiving information. The limitations cause information inaccuracies both in the crm and in the app itself (as zoho does some of the calculations and changes as part of the business process). 1. Are the limitations below are those that apply on our crm? 2. What ways are there to exceed those limitations, other than buying user
How do you add spaces in Validation Rules for a Module?
I have a Mobile Number field and I have added some validation rules. I also want to add a rule to validate the Mobile field to ensure that no spaces can be entered as characters. I have tried " " and I also tried just entering a space but neither of these work properly. Any idea how I can achieve this?
email Tab not Showing
I have configured my email as described in the video tutorial and I am not showing the email tab. If I go to setup>customization, there is no option for adding the email tab. How do I go about setting the email Tab to show?
How to use Lead Scoring in CRM
We would like to introduce the use of Lead Scoring by including some logic that will depend on the value of fields in Contacts and Leads. I am in doubt what module/function to use for this. So far I have found this: 1) There is an option to install a "Lead Scoring Module -> Score Criteria Builder", but it does not work and says that it is down!? 2) There is something called "Scoring Rules" under Automation in CRM. 3) There is a module called "Lead Score" in my ... menu in CRM What should I use
Zia Data Enrichment is not supported in Marketplace
Dear all, We have discontinued support of Data Enrichment feature as a plug-in from Marketplace. It will soon be available as an in-built feature under Setup > General > Zia. Once rolled-out the Data Enrichment tab will be displayed for all the customers under Zia. Existing users' data has already been migrated and they can view it under the Data Enrichment tab in CRM. Kindly refer to our help doc for more details. Regards, Anumita Gupta
Show discount percentage instead of discount amount
Hello, when I print a PDF quote I need to show the discount with percentage and not with amount in euros. Is it possible to do this? Thank you, Ll.
Product in Opportunity
Hi, So any idea's on what I am missing here, statement of need: Within an opportunity to add multiple products (from the product module) and provide a quantity so we can cross reference products and qty's as an order becomes more mature, to aid factory forecasts. Methods attempted: Related product list, this only allows us to place one product at a time into an opp and does not allow qty's to be added, as its one by one, its very slow (especially as we have 2-3000+ SKUs). It can also only be done
Please explain the differences between Zoho CRM and Zoho Contact Manager
We currently have Zoho CRM, but are not using all the features available. Can you please let me know the differences between CRM and Contact Manager? Maybe contact manager is all that we need? Please let me know. Thanks,
Edit pick list
I can't find out how to edit the pick list for the 'Industry' field in the 'Accounts' module. Is this facility not available in the free version?
Create new Office 365 user option is missing
This button used to have a select menu with multiple functions, one of which was to create a new user from our Office 365 account. This would essentially allow single sign on for Zoho with Office 365. I used this function last week. Today the function is missing. Nothing has changed that I know of. I have cleared browser cache and cookies. I have tried Firefox and Chrome.
Copying Mailing Address from Contacts to Billing Address in Accounts
Hello, I have an issue where I have all my accounts, but none of the addresses are there. Only the cotacts have the address. Is there a way to copy this from cantacts to accounts? Thanks!
Layouts specific to operation in module
Idea Layouts in CRM are one of the most powerful features, though seemingly simple. I love them! Right now, we can set layout assignments based on user roles. It will be really superb if layouts could also be assigned based on the module record operation ; for example, I want to see a different layout when a Lead is created, (say only those fields for Lead creation that is essential), and I want to see some other additional fields/sections/related lists on Lead edit operation. ✏️ Benefits This has
IMAP with Woodpecker
Hi the community, I would like use Woodpecker as malling plateforme. The probleme is that my currently IMAP is connected between Zoho CRM and my Gmail. And i have an IMAP between Gmail and Woodpecker. Woodpecker use my Gmail adresse for send email, but the probleme is i can't find what i send and what i receive in ZOHO CRM. If someone can help me thank you
Getting Organic Search Data into Zoho
New to Zoho here so apologies if this is a rookie question. I'm wanting to have our leads automatically tagged with a lead source of organic (currently we manually have to tag them with that lead source) and I also would like to find a way to bring the query/keyword the lead initially searched for so we can identify with organic queries are most valuable to our business. Any suggestions or ideas on how I can get these items set up? Thanks!
Zoho CRM calendar sync to iPhone
https://help.zoho.com/portal/en/kb/articles/set-calendar-synchronization So I tried to follow the steps in this instruction to sync my ZOHO CRM Calendar to my iPhone Calendar. However, I don't see the "CalDav Access" under my calendar preference. Is this a paid feature since I am using the free version. Any other solutions?
Currency fields all suddenly showing NaN
Was there a recent update? It seems to have broken all my currency fields. They all appear as "NaN" and when I click edit, the actual field is blank, meaning the value is lost.
Leads to Accounts field
Off the shelf, when a lead is converted to an account, which fields are mapped by default and which field would retain the same unique identifier?
How to remove multiple contact people from opportunity in the CRM?
Hi there, We had accidentally added the wrong contact to an opportunity, as the contact has the same name as someone in another organisaion or "account" - however, since replacing them with the new contact, it now comes up with both contacts associated with the opportunity. I've attached an image of what this looks like to give you a clearer picture. Is there a way to dissociate the incorrect contact person from the opportunity? Thank you, Vanessa
Mapping dependency fields
It appears that we cannot map "company" field across from prospects/leads to contacts. Is that correct? I need the information that is gathered in the prospect to be available in contacts. How can we get this to work?
Add Contact Roles to Accounts Module Header
The deals module allows the display of contact roles in the header. Yes, you can have roles that display in contact related list in accounts, but there does not appear to be a way to have that role show in the header of accounts. Why can you show the role in deals, but not accounts? We have renamed the accounts module clients in our business and sometimes we have multiple contacts associated with a particular client. It does not make sense that you can show contact roles in the deals module but not
Overwriting Comments for returning leads
I created a custom field in my lead form for comments. Only issue I have is that when a lead returns to fill out the form again, it overwrites their original comment. There are sometimes useful content sales and refer back to that is now gone. Does anyone have this issue or is even an issue for most people? Jimmy
Workflow Condition for Field Update based on Previous Setting
We have a workflow that sets a task for when the Account Status is updated to Customer. However, we only want it to trigger when the prior status was Open. We have multiple statuses that an Account may be in so we do not want it to trigger the workflow if the prior status was anything other than Open. I can't seem to figure out how to accomplish this. Any ideas?
Allow template edit with mass email
Hello, Why is the template not editable? i think you choose mass email if you want to say the same thing to everyone. So why would editing the template be a problem?
Displaying date fields in a custom module in the form of a calendar on the home page.
We have a module called 'Client Meetings' where sales reps enter information on the meetings they have with clients. In this module, they enter the date the meeting was had with a client, the status of meeting "successfully held/cancelled", and we also have a workflow that runs such that whenever a meeting is successfully held, a new meeting is scheduled 1 month later in the 'Client Meetings' module, with the status "scheduled". What we're trying to do is to present this information to our sales
Zoho Sheet View
How do I add additional columns in the sheet view. Currently prospects and contacts have different fields in the rows. Can I add them or change the rows?
Transfer Records and Assignment configurations during User deletion
Hello everyone, We have made few updates to the Delete user option in Zoho CRM. The update will allow you to transfer the records and the assignment configurations of one user to another before deleting them from the CRM account. While deleting a user will come across the following options: Delete users without transferring their records: You can select this option if you do not want to reassign any record to other users. For example, if the records were co-owned by other users then you do not have
Subform Question
I already discovered that you can enter data in a subform unless you are in EDIT mode for a lead. Not great... but if needed to... ok... My question is this. Is it possible to have the data on the subform exported out in a merged document? For example, we have contracts and data cover sheets that get merged from fields in the lead. Name, Address, Phone, Etc... even custom fields. If I can get a subform filled out with certain data, it would eliminate a lot of custom fields I had to create. If
Google Drive Folder Creation When Converting Leads
Good Day! Is there an easy way to have a Google Drive folder create when we convert a LEAD to an Opportunity (Deal)? I would like the created folder to have a link displayed in a FIELD in the Opportunity/DEAL module. Any ideas? Thank you!
Creating tasks from Outlook email
Is there a way to create / assign Zoho CRM tasks within Outlook email? I see that there are different Outlook add-in/integrations but I can't seem to figure what the difference is between them. What has others used to do this? We currently use another application to easily create tasks from emails. We can forward an email from Outlook and it automatically creates and assigns the task to whomever we specify in the To field. It retains all the email details within the task description...trying
Contacts with multiple roles/accounts?
Hi Zoho Community Opening a question in regards to single contacts that either have several 'roles' in a single account or have several accounts that they are part of - what is the best way to manage this situation? (An example of this is a Doctor that provides services at 3 hospitals - 1 contact/3 accounts) Thanks
FEATURE REQUEST: push Zoho CRM Feed comments to Cliq
It would be a good way for the team to stay up to date from within Cliq
Next Page