Lay-out rules without a blueprint
Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'
how to make a downloaded file has file name + file extension in its name?
I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extension
Setting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warned
Reassigning Admin User
I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?
Report for leads given to sales people and converted leads
Hi, I think i've asked about this before. I would like to be able to tell how many leads a sales person has been given during a specific period and also how many have been converted to potentials. This was easy in Sales force as sales force always kept
Search API do not working
Trying to search sales order record thru reference number but no result back. Do anyone can help me to debug the deluge? Record API Name
Categorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns
Implementing Segment-Specific Uniqueness Rules in Zoho CRM
Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within
I import contacts and get an error message: This is a Converted Lead.
These contacts are skipped and not uploaded. How do I fix this error? What is this error? Thanks, Eyal
Shared Mailbox - CRM
How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do
How to schedule reports to email directly to clients
I'm scheduling reports of activity on a client's account which is working fine. I would like to automate this report to go directly to my client, but cannot see how to do this, either in reports or in workflow. Is this possible? Alex
Adding Leads via ZoomInfo Get Created under a Different Owner in Zoho CRM
Hi! Whenever I add leads to Zoho CRM via ZoomInfo, they always get assigned to a different contact than myself. I want to be the lead owner and am struggling with where to fix this. They always get added to the same owner. Thank you!
Email Parser
I have tried email parser with the help of youtube. i setup a new rule for the email parser and sent some test mails. But ending up with the status Rules not matched. Kindly help me on this
Multiple approval process steps for the same field don't trigger
Hey everyone, I've been trying to make two Approval Process Steps for one specific field (pick-list) but the second step never triggers. The logic is this: When a record is created, the pick-list field has the default value 'waiting for approval'. While
Problem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.
Restoring CRM to orignal Zoho default settings
Is there any way I can restore my CRM to original default Zoho settings withou losing my data?
Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there any
email
the system doesnt allow me to send single emails . Mass emails works fine
Exporting or capturing the maximum value a deal has been set at.
Hi all, As part of our deal cycle, it often sees us adjusting the value (or ammount) within a particular deal over time (or other similar fields). With the timeline feature we can go back and look at when these changes occured, which helps us when looking
CRM Multiple Addresses
In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes more
Conditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal for
Sales tour mapping
Hi Zoho people and users, Wouldn't be cool if one could import an itinerary say from Gmaps, specify a radius along the line and pop ! show a smattering of droplets on the maps, each representing a customer or lead ? Clicking on a droplet would open the
Button for Deal Name copying from Company Name
Hi; I have prepared a function for Button while creating new - first time starting record of Deal - that team would like that name of project will be generated by clicking button after choosing company name - that button - and the mandatory system field
Zoho database
For data warehousing purpose, is it possible to access te the underlying Zoho database? If so, then how is it performed? I am very very new to to Zoho. Thanks
WhatsApp for Business
i have integrated the business whatsapp messaging in crm. i cant find any button to send a message to contact . can we i have api documentation of the same also pls find attachment
Creating a Creation Date Field in Zoho CRM's Deals Module
Dear Zoho CRM team, I hope this message finds you well. I am writing to kindly request your assistance regarding the creation of a creation date field in the Deals module. I have attempted to add a formula field using the "now()" formula, but I am unsure
Integrate Personal Telephone number with Zoho CRM
Hi Team, We need to integrate our personal telephone number with Zoho CRM system. Is that possible? If yes, how we can do it? Any thoughts would be very helpful. Thank you!
Working with products across modules
hello, I added the products module on related lists in the Deals and Contacts module. However, when I added products in a deal, it doesn't appear on the contact records, only under the deal. Aren't products supposed to be global across to the contacts's
Improve Notes with Followers and Chips
Hello, We are using Notes as the main mode of communication on a record. We like this since it keeps all the information in the record. It would be great if Notes are improved with the following two features 1. Add constant followers - instead of having
Adjust Task Close Day/Time - Post recordkeeping.
Ran a search before asking, but could not find any information on this topic. Notice that when i go back and add missing task records from previous days, I am unable to change the "close" date of that task. Is there an option for removing the lock on
Zoho SAAS Account Marketing Communications Policy
What options do you have available for customer's of Zoho products to opt-out of marketing communications that get delivered via pop-up within the SAAS Zoho products themselves? I get pop-ups from time to time and they get in the way of my workflow. I
how to prevent user from selecting date greater than today in blueprint?
I have a Date Time field in Blueprint Zoho CRM like this I want to prevent or giving warning message after the user put date greater than today. how to do that? I have no problem writing code using deluge function, I need a guidance, but it will be better
Sub-Forms Sub-Totals
Is there a way to have sub-totals in the sub-forms? ie have all the Stage 1 sections sub-total, then the Stage 2 sub-total etc . These forms are great except for this, and not being able to use the data in Reports. It would be great if you could cost
Not Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any way
Automating Lead > Deal
Hi! Context: I'm trying to automate a flow that does the following: 1. (Automated) New lead created in Leads module. 2. (Manual) "Lead Source" changed to "inbound registration" - We do this manually to have some control over who enters a Cadence. 3. (Automated
Integrating with 3rd party app
Hello World, I have recently signed up for a Zoho. I have reasonable experience in SFDC and I trying to apply my SFDC knowledge to Zoho. Problem: I am trying to integrate a couple of 3rd party apps into my Zoho CRM custom module. It seems there are a
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
How do I ... determine when a campaign member's status changed?
Is there a way to tell when a contact's member status was modified for a given campaign? I'm using two Campaigns to divide contacts up into two piles - one for receiving a welcome by email and the other for receiving a welcome by postcard. The email and postcards are processed currently outside of Zoho CRM. When done, I update the member status from Planned to Sent. Rinse and repeat every week. Now I have two piles of "Sents" and can't tell which week who got what. Perhaps instead of solving
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
Try to help customer cancel Zoho CRM but cannot cancel from manage subscription page
In your own documentation you show how a user can cancel their Zoho CRM subscription. -> https://help.zoho.com/portal/en/kb/crm-plus/admin-guide/subscription-information/articles/cancel-subscriptions But for my customer, there is no "Cancel Subscription"
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