Workflow cannot use calculated data field
Hi the problem is as follow: I have in a module a function field (Y) that calculate contract expiration day from field Z depending on field (X). Field Y output a date (Ycalculatedate=Xdate-Zdays). All works correctly in module. Now i want send mail alert when is calculated date field Y, but no way in workflow because calculated date field Y doesn't appear as control field of rule. See attached image. So simple things not possible??? Thank you
CRM API Upgrade V1 to V2 - Issue with Updating Pick List
Hello, We've (almost) successfully completed our migration from the Zoho CRM API v1 to v2. The majority is working great. The only issue we are having is updating custom pick lists. Within the Accounts module, we have a custom pick list created in CRM, called Divisions. It has several values in the dropdown. If we try and update the field "Division" it returns the following (JSON) error; {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Division"},"message":"invalid data","status":"error"}
Sales order list view 'Complete' Button
Hi, I have a checkbox field within the sales order form called 'complete' that I tick when the order has been fulfilled, what is the code I need to add a button on the list view page that when the order is selected, and the button is clicked, it updates the 'complete' checkbox? Thanks
Is this a possible data privacy structure??
Our team is 4 staff and 15 agents (and growing). We are a commercial real estate team, and we primarily are trying to contact owners of apartment buildings. Many (properties) to ONE (owner/contact) We have a market area that is a specific geographic area. While we are a team, and we share some information, a majority of the info from the call to the deal specifics, is private to the lead agent. The agents on are team are internally competitive and we have to keep leads private. Properties –
Can't record and use contact time zone in automated email?
Told in chat that the following obvious and basic use case isn't possible - hoping that there is a solution: * We're in TimeZoneA and have clients in other time zones * We hold training sessions with our clients * When on a phone call we set a time for the training sessions to occur by entering it into a field (as our Zoho is set for TImeZoneA, that meeting time will be stored in TImeZoneA time) With a blueprint and/or custom function we want: * an event to be scheduled in our calendar for this meeting
How do I auto populate lead info into account and membership?
I'm trying to get my lead info to auto populate when I convert lead into an account and membership. For example, I would like the email, first name, last name, and phone number to be generated without having to re input all of it each time. Thanks.
Concatenate formula
I'm trying to create a formula that concatenate the initials of the contacts name, as well as the date specified in the sales order, for example John Doe and 23/08/2022 becomes JD230822 Substring(${Sales Orders.Contacts Name}, 1,2)Dayofmonth(${Sales Orders.Date})Month(${Sales Orders.Date})Year(${Sales Orders.Date})
How can we see ALL email correspondance for contacts, not just user by user
Hi there, In the contact view we can see email correspondance with a contact, however it is separated by Zoho user and we cannot see a chronological list of all correspondace, I have to click through each of our users one by one. How can I set it to simply list all correspondance? Thanks! Nick
Trying To Word over ipad
how can i modify modules on iPad? The problem is that the fields can’t be drawled to module, and there is not option to modify at the app
Date format options to include name of day
Hi. Would it be possible to have the date format options include the ability to have dates displayed with the day name & month name rahter than just the digits? You know? Monday 21st June 2010 for example At least if we could have that option in creating templates it would be handy.
Automatic Email to Deals
I'm trying to set-up a workflow with an email notification so that when a Deal's "status" is "Project Complete" the client receives a Client Survey. Is that possible? I don't see an option to select the client as the person who receives the email. Thanks.
SubForm Formula/Date Field Autoupdate
Hello, Is there a way to auto-update a date field inside a subform upon change? I tried using a formula field but it updates all the other lines as well. From: Test Date / Formula Field Test 1 11/24/2019 10:20 AM Test 2 11/23/2019 09:19 AM To: Test Date / Formula Field Test 1 Updated 11/25/2019 09:46 AM Test 2 11/23/2019 09:19 AM
Can Host My CRM on Zoho Subdomain?
Hi I am looking for help Desk CRM something like customer support page on my website can use on zoho domain for that. i am looking for 2 website 1. https://www.airlinesmap.com 2. https://airlines-help.com i am looking something like subdomain+mydomain i can host my FAQ
Importing Accounts
So I have a CSV of Accounts I need to import. I was able to get the account IDs for existing accounts (because some of the account names match). So now my spreadsheet has existing accounts to be updated, and new accounts. The account ID of new accounts are blank in the CSV. When I try to import this CSV, the existing accounts update, but no new accounts are created. I've tried running the import as "Both Update and Add New" and also just "Add New Accounts". But the new accounts will not add. Any
Customize Contact Role Related List
My client wants to see the State of the Contact Role in the Potential. Currently we see Contact Name, Account Name, Phone, Email and Role. Can we add another field? Doesn't seem so.
Methods to ensure offline CRM usage!
Hi everyone. So my team is facing this problem - due to internet connectivity issues faced by some of our users, we're having to seek out alternatives for the CRM that work offline. The best solution to this we found was the Zoho CRM Mobile App. However, this comes with one drawback - the sensitivity of our data makes it very risky to allow the Data Entry personnel to download the contents of the CRM into their mobile App. Ideally, we're looking for something that only allows Data Entry, and which
Deal stage probability
In our business each deal is unique and the probability of winning a specific deal at a particular stage is very different than winning a different deal at the same stage. I want the deal owner to be able to assign and change a deal probability based on their judgement rather than a set of mapped values. Is this possible in Zoho? HAs anyone found a good workaround?
How to change due dates on several tasks in bulk not seperately?
I'd like to change the dues dates on several tasks but don't want to do them individually. Is there a way? Thanks, Jenn
2 separate Stage probability's in the Deal module
Is is possible to have 2 different stage probabilities in the deals module? We normally offer a 30 day trial of our services for our potential clients however, we're now offering a 45 day trial for one of our strategic partners clients. Both will follow different stages so they both need to be unique
Contacts going into Accounts module
Hi I use the modules as contact groups which works well for me, however, it seems that they are moving to the Accounts module and I cannot work out why this is? Any help would be greatly appreciated. John
User email Update
Hello, I have created a zoho crm account with my personal email id. Therefore, when I am sending emails to clients for business communication to clients, i am hoping to use my business email address, but i am not able to update it. Can I do something to use my business email?
Email limits for free account limited to 20 instead of 50?
I have just set up a free account for Zoho CRM and am attempting to send out some sales lead emails. I should be able to send 50 emails per day according to the documentation found here: https://help.zoho.com/portal/kb/articles/email-limits Two days in a row now I have tried sending emails and it is limiting me to 20. So is 20 actually the limit?
Add tax recap table in quotes inventory template
Hi ! Here in France we have several tax rates, depending on the type of product we sell. To comply with the french regulation, we need to add a table in the quotes (and the invoices) showing this : Code Rate Amount 1 20% XX € 2 10% XX € 3 5,5% XX € 4 2,1% XX € 5 TOTAL : x € XX€ would be the sum of taxes on all quote lines, per tax type. TOTAL would be the sum of all taxes amountsHow is it possible to do this ? Thank you !
Attachment
Hı all, I want to do automize adding attachment Example:when my customer send to me a mail with attachment (my mail server connected with zoho crm) I want to add this attachment automaticly Can we do that?
Activity Summary Report
I am trying to create a report that summarises the number of "Activities" performed in a given time period (e.g. Month to Date) by each person in our organisation. I can create individual reports that give me summaries for each of Tasks, Calls and Events, but not one report that adds all of the Tasks, Calls and Events together. Is this possible? And if so, how do I do this? Thanks in advance.
Import data lookup module by custom field
Hi there, I'm trying to import data into a module which contains Square order data and a lookup field for Contacts. I have a field in my Contacts module called "Square Customer ID". During the import, it lets me select a Contact by Contact ID or by email. How do I select it by "Square Customer ID"?
CRM 101 - How to schedule a future telephone call
How do you schedule a future telephone call you want to make? It only seems current and past calls can be noted. Now I am using this software to look for a job. Thanks jp
Import Contacts
Hi, How can I import contacts from .xlsx or .csv and that are located in the accounts that correspond to them, which are already in the CRM? I have the free version. Can someone help me please? Thanks a lot!!! Jose
Integration with InvestorCarrot site not working
Hi, I have an InvestorCarrot site, and I have entered my Zoho CRM credentials (I set up an app password in Zoho specifically for this) into InvestorCarrot and mapped the fields per the instructions here (https://help.carrot.com/tutorial/zoho-crm-forms-integration/). InvestorCarrot support have confirmed that everything appears to be working on their side but, whenever I try to enter data into my InvestorCarrot site, none of it makes it through to Zoho CRM. Is there a way to check what's going wrong?
Show Account image using the CRM API V2
How can i display the Account's image (Record Image field) outside the CRM using the API? I have uploaded the image, and the API response shows this for the Record_Image field: "Record_Image":"dfde9da94c4af4e8330d8b4ef40f7fa2409ced5e92ffcfb3ce22a34d8b1fbe8e6b2dc804fa19320ad0834fcbd73df04c7e45578b23beaf950d0ad9992686c87416ff0d77be1300a2d84c919625c29774" Is there a way to display the image using this long string? Thanks in advance!
Thank you for making Zoho CRM the world's favorite!
This is the season of gratitude, and we'd like to thank you for making Zoho CRM the world's favorite CRM–powered by the love of over 150,000 customers worldwide. How? Zoho CRM is consistently recognised as one of the highest-rated CRM applications by our users, and we've received several customer choice awards as a result. This year, PCMag surveyed their readers for their opinions on CRM software, according to which Zoho is the most recommended CRM and the only one with a positive NPS score among
Permission calendar sync
I can't synchronize the google calendar from a standard user, I get permission error
Allow Blueprint to Trigger off of any field
What I want to accomplish: Every time the stage is (C or D) and a field named "Date of Payment" is being changed from empty to ANY VALUE, I want to first validate if a third field called Buyers Name is filled in. If Buyers Name is filled in, then the user should be able to fill the Date of Payment. If the Buyers Name field is empty, the user should not be able to fill in "Date of Payment." How can I accomplish this?? It looks like when I try to create a blueprint I can only select a field that is
Show CRM users (members) on website
Hi, Is it possible to show our employees (or members) who are in Zoho CRM on our website? By embedding or linking the data from the CRM.... how might one do that?
Approve All Records
Hello everyone, I need to approve all junk records. Is it possible or not? it's hard to give approval one by one Thanks.
Attach Folder and/or cloud storage hyperlink
Hello, My company handles thousands of documents and photos, sometimes hundreds for a single Potential (we call them "Jobs"). We've tried Zoho Docs, and Google Drive to manage documents in CRM, but attaching dozens of individual files to a Potential is extremely time consuming, and they can only be previewed one at a time. I created a custom field that we copy & paste a quick link address into to access files related to the Job in Google Drive. Would it be possible to add a hyperlink that can be
I can't change the name of super admin
Hello, In my company, I'm admin et I want to change the super admin name but it is not possible. Why ? Thanks Pascal
Customer Portal???
So where is the customer portal setup in the Enterprise CRM setup? Please don't tell me we have to wait another period of time before release.
Portals - Where is it?
I am having difficulty finding portals? I am told it is here: Settings----->Channels----->(There is no "portals" link here?) I only see these options under Channels: Email Telephony Social Chat SalesSignals I was on 14 days trial of Enterprice CRM, and it wasn't there so I upgraded to Zoho One (30 day trial) and it's still not an option under channels. Please help!
Imported records from Insightly not bringing in the Tags?
Does the import from insightly not bring in the tags? I imported all my records into sandbox, but the tags did not make it? Can you confirm? Thanks!
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