Zoho User Group (ZUG) in-person Meetups - Middle East Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration
Custom Links Field Type
We asked about this feature in 2009. Hoping to see it implemented. In Salesforce.com, you can have fields that are custom links. By that, you could have a field that has the value of '12345', and make that a hyperlink that links to an external site like
Meet us in your city! Zoho User Group (ZUG) meetups - India 2024
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
Wrong email notification sent - how do I fix this?
I have been setting up different workflow rules connected to Zoho Survey. I never had any problems with this but suddenly when I test it by signing up I get 2 email notifications - one is correct from the workflow rule that i'm testing, but then I also
field dependencies for lookup fields
hi, we want to set up field dependencies for look up e.g.) In Deal Module, when we fill in Account and Contact fields, then, we have to choose Account record and Contact record from every record, if possible, I want to choose the Contact record related
Stage Bar not Showing in Leads and Custom Module
In Sales, it shows the process bar when Blueprints are not activated. However, it is not showing for Leads and custom modules. Is there a way to turn it on for Portals in all modules with a Stage field? Its really useful.
Workflow rule when field updated is not an option
In Leads Module, I dont see Lead Owner "field update" as a workflow rule trigger option in my zoho crmplus. Only options are "is", "is not", "contains", "does not contain", "is empty", "is not empty". I need to automate an email notification action to
When Quantity in Stock is 0
hello When Quantity in Stock = 0 I want to change the field named sold in the (product module) I also have a field already added (sold ) The problem is this: I wrote this logic in the--> workflow when Quantity in Stock = 0 ––> Update the field as
How get phone field (deals) value into my function code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. my code is working, but phone number is fixed: "5521993449999@c.us" I need get value that is inside field "whatsapp1" inside deals module this way, i will run automation everytime that
How get created deal URL into my function automation code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. I have code to assign metadata to chat. my code is working, but metadata is getting fixed url fixed:"https://crm.zoho.com/crm/org000000000/tab/Potentials/6144369000004050000" i want
Notifying a record owner that someone else has altered their record or opportunity
How would i setup a flow to notify a user that a manager has change the status of one of their opportunities whilst they were away on holiday etc... or have added some notes to an account etc...? I don't want it emailing them when they alter their own,
Convert QUOTE into POTENTIAL?
Hello Is there a way to convert a QUOTE to a POTENTIAL? Right now, if one of my salespeople wants to create a QUOTE he would first have to create a POTENTIAL to then select it in the QUOTES page. I don't see the logic here, this should be the other way
About the Portal's Custom Canvas
Hi We have created a custom canvas list for portal users. I designed it to change color depending on the conditions, but when I view the custom view in the portal, it only shows the standard design. Can the portal display elements in different colors
Multiple Leads/Same Company > One Deal
How are users handling multiple leads for the same company/account but only maintain one potential. Yes, you can convert and merge or create new contacts as well as merge or create a new accounts. The issue with this is that the values of the newly converted
Total in Table view
Hello, for Deals, is there a way to add the total value of all deals in the table? Display it above the table or something?
How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John Doe
Tasks & Call Back
I am finding Zoho and the way it processes tasks and call-backs very slow to use. In my previous CRMs I was presented with an alarm panel that listed tasks or call-backs requiring attention, with one simple click I was transferred to a screen showing
Writing EMAILS
You guys need to revamp your email sending. 1. Its not good that you gray out the CRM lead that we need to reference when sending the email. WHats up with that? I can't look stuff up. You should pop it on a top pane or right pane. WITH ability to scroll
Email support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including mass
Customizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and custom
Price book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them
Zoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?
replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know if
Cancel free trial
I want to cancel my free trial
ZOHO Campaigns - Updating Records and New Records Based on Criteria
I am creating Campaigns in ZOHO CRM using criteria. Our criteria are very standard in the company and do not change. 1st question When I update contacts or fill in missing information in the records of Leads/Contacts that are in the Campaign will ZOHO
Is it possible to have checkboxes in the document and print only those items that are checked?
On Zoho CRM, we have a document with a list of all the necessary items. Depending on the situation, we need to be able to turn off/on individual items when printing. It would be ideal for each item to have a checkbox and for the document to display only
How to Show Price Per Item After Discount
I would like to be able to show price per item after discount on a quote. I can't seem to find a way to do this either through custom workflows or through Price Books. For example I would need to show something like this on the quote: List Price: $1000
Browsers report insecure email links sent from CRM [mailer2.zohoinsights.eu]
Sometimes our clients browsers block: I personally cannot replicate this behaviour. In other cases internet provider's firewall blocks the redirect and the message looks similar as to the one in the browser - it literally suspects mailer2.zohoinsights.eu
Activity feed for every update on modules
Hello community! Is there a way to create a live feed of what my team has been updating recently? I am talking about: updates on leads fields updates on accounts fields updates on deals fields updates on activities (meetings, tasks etc) Have it show as
Not all products showing up in Quotes
Hi Support, I have a ticket with you but not until next Wednesday (the only other times before Wednesday were after work hours and in the middle of the night). Unfortunately, I cannot wait that long for some help. We noticed that the quotes page was reformatted.
Can Canvas do Kanban views?
Can Portals or Canvas do Kanban views? I can't see an option for it. It's almost useless without Kanban
Easily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.
Cost Allocation
How do i allocate additional cost of duty and clearance to multiple items in same purchase order
Zoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks for
Multiselect Lookup inside a Relationship Record
I have created a Multiselect Lookup for Accounts inside a Custom Module 1 called Events So 1 Event can have multiple Participations that relate Event with Account participating. Inside participations i want to add a Multiselect Lookup Field in order to
How schedule workflow rule based on deal filled date:hour?
HI, i have automation that start sending whatsapp messages cadence when deal is created. I would like make possible to create deal, but workflow just start send messages according to date in field inside deal. For example: When i create deal, if i fill
New field doesnt show in Report Filter
I created a "on hold date" that gets populated when a deal stage is set to "On Hold". I want to have a weekly report sent to me every friday night with all the deals that were put on hold that week, I think the best way to do is filter by "on hold date"
How find phone number in search inside deals module
Hi, i have thousands of deals, inside them, there is a phone field called "whatsapp" I want to seach phone number and see deals related, but when i try search for example: +5522999221132, it not found anything. How to solve it? thanks
Integrating Zoho Sheets to Zoho Canvas view
Hello, My team and I would like to add the Zoho Sheets view as a section in the Zoho Canvas view for the lead module. Is this possible to do?
TimeOut when getting account emails
I'm encountering timeouts when making multiple calls to the "Get Emails by Record" endpoint, specifically while using the Account module. Despite each account having only one email, retrieving emails from ten accounts triggers timeouts. Here's the example
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