Deals Cards change color as the deal ages/rots in each stage
Is it possible to have the color of the Deal card in the pipeline change as the deal ages in that stage? For example, if a deal sits in a specific stage for more than 21 days, it turns yellow and then at day 28 turns red as the deal "rots" without moving
Deduplicating Leads in Custom View
Hi, I created a custom view of old leads. I only want to deduplicate the leads that are in this custom view. If I have my custom view 'active' and then go to the 'Actions' dropdown -> Deduplicate Leads option, will it only deduplicate the Leads in my
how to create task with Pop Up Reminder using Zoho Function?
I need to create a task automatically using function. I need to know how to create task with Pop Up Reminder using Zoho Function? it will be better if I can also read the documentation as well. Thank you very much
Disable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?
Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
I can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "Test
Mass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.
Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Zoho CRM - Assign Lead To Task On Make.com
Hello, I am trying to assign a Task to a Lead on Make.com, although I get this error everytime. I have tried manually typing the exact name of the lead & using the Lead ID. Although both throw this exact same error. Any assistance would be appreciated.
Time Zone Calculation and Field Update in Zoho CRM
I have leads who are all in the U.S., but they are in different time zones. I want to have the Zoho CRM automatically calculate the time for that specific lead based on the zip code that we obtain and then update a time field in CRM so that I can trigger
map fields directly from the task that triggered the workflow?
Is there a way to map fields directly from the task that triggered the workflow? like function(arg1) field1 = arg1; I see this when I hover over the function: "It is not possible to map Zoho CRM fields because there are no arguments available in the
Adding users as 'view only' under Professional Edition
Hello - seeking help on adding a user under the Professional edition. Under the FREE edition I was able to maintain 2 additional users as standard users. Once I signed on to Professional, I anticipated that the standard users would not be additional cost,
how set to show by default specific pipeline in deals
Hi, when i open deals, it aways show all pipelines, instead "outbound" that i want.. So, everytime in open deals tab, i also have to click on pipelines > outbound.. Would like to make outbound pipe default The strange thing is that i only have 1 pipeline:
Please Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,
Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We complete
View of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at a
Canvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?
UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for some
How can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or one
Cleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this error
what is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?
Value of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?
Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filters
Products VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"
How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?
Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can use
where do I find training
where can I find the tutorials for using zoho?
Sum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset or
Can I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?
How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anything
Workflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been received
An orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.
Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna Priyanka
Generating Pricebook for Distributor
I have multiple distributors with their own pricebook for my products. The pricing model is Fixed. I cannot figure out how to export the pricebook to give to the distributor. I've tried generating reports and I also do not see how to view it in the pricebook
Redirect to Zoho One
Hi ， Why when I try to enter to crm.zoho.com. It will redirect me to zoho one page? May I ask how to setup if I dont want to redirect.
what is the script to be activated after update the blueprint?
I need my client script to be activated after the user click the save button in Blueprint. I am using this configuration below but it doesnt activated as I want so what is the script to be activated after update the blueprint?
Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arlene
How to add ( show ) the "Call" button for Deals module ?
Now that the "Send Email" button is live, can we also get the following buttons within the Deals module. 1. Call: This will allow us to click to call and we will be able to select which number we want to call. My design has more than one number on the
Empty Blueprint Checklist, if required
https://workdrive.zohoexternal.com/external/a059ad42142ef8f184b6b00baa59bed5616fd9dd9eaa1682cac7d2e30f4f0f22
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