How do you convert a deal to an invoice?
I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?
Tag Limits for contacts module
Hi, I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5
Zoho CRM Recurring Tasks creates the entire series
Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that
Not possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
I am not the CEO.
I signed up for the basic Zoho and it lists me as CEO. Apparently others have this same issue. If we are not allowed to change the "role" then perhaps the default should be more generic. "CEO" would apply only to a very few who sign up for a "FREE" software. Please help me change this. Thank you!
Notes Problem
Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.
Search if Image exist
Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.
Disable the Checkbox with a Client Script in Leads
Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks
How to import email activity into Zoho CRM
Hello There I am currently using hubspot and able to export out my email activity. I want to import the email activity into hubspot How do i do that as i do not see a email module in Zoho CRM
Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()
Ran into something pretty perplexing that I haven't been able to find solutions for online. I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wondering
Complex CRM Automation
Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to
leads by date created
Zoho, Please help me. I am definitely a novice with your product. I was looking up a lead and somehow changed all my leads from date created to now being by last name of company. I have a very important meeting and need them restored to date/time created.
All the steps to submit a repair request—now packed into a single kiosk | Kiosk Studio Session #6
Hello everyone, As a fast-growing distributor of heavy machinery, Zylker found itself struggling with a growing pain: repair request chaos. Dealers were frustrated by delays and employees were frustrated by the overwhelming number of steps involved in
Users don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.
Leverage UX to Power CX: VoC insights are now available in Kiosk
Efficient teams deliver exceptional experiences Dear Customers, We hope you're well! When we built VoC for Zoho CRM, our focus was in fact to study the "voice" of the customers. It's been over a couple of years since we opened it for you, and we have
Creating a Quote from a Deal in CRM
Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. No
Exporting Sub-Fields to Email Templates
We have an Estimates module with a sub-form for estimate calculations. Is there a way to export only some of the columns to a mail merge or writer to produce a report? eg I want don't want the Suppliers details included.
sending mails via workflows with own email address instead of notifications@zohocrm.eu
Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our own
Zoho mail and CRM sync?
I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulness
How to merge duplicate products?
merge duplicate products
CRM Mail Merge fields
When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product
Share dashboard created in CRM with external parties
Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!
Zoho's Webhook Service Generates "SSL Handshake Error"
Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reached
URGENT: Vote Here to Fix the Terrible Hebrew Translation Once and For All! | דחוף: הצביעו כאן כדי לתקן את התרגום העברי הנוראי אחת ולתמיד
By the grace of G-D. Fellow Hebrew-speaking Zoho CRM Users, Have you noticed that Zoho has "updated" the Hebrew translation again? Somehow, they've managed to make it EVEN WORSE than before! Just when we'd finally memorized what each poorly translated
How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?
I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.
Reseller Partner Portal
Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.
Portal Default View
Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.
Emails sent via Zoho CRM not showing up on Reports
Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Of
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working Fine
How to upload an image as a background in a Zoho CRM template
HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.
Can't add Zoho learn custom portal get users OAuth Scope
Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't
Zoho CRM Email Templates Stopped Working
Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.
update Deals Stage/Pipeline if zoho forms filled out
Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.
Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo
Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar
the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.
Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall
CRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho
Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from
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