None sub options at Setup Synchronizing Zoho CRM Meetings with Office 365
My user says their setting have not the option [Check for customer's meeting invitation mails and add them as Meetings in Zoho CRM]. I want to disable the option, because their meeting are duplicated, the same meeting but the Host is different.
Automation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contact
Retro Active Workflow Rule on Existing Leads
Is there a way to retroactively apply workflow rules against already existing lead records? I am trying to update a custom field on lead record when an email with a specific subject is opened to update the field choice to "yes". I have thousands of records
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?
Add a dynamic section in mail merge
How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
Phone formatting depending on country with + sign
I have some 25.000 Phone number like 9876543210 to be converted to +98-76543210 similar like 234567890 to be converted to +234-567890 so it depends on the country... two or three.. beginning letters is the country number. How to this ?
Video runs on Setup page but I can't access the page or skip the video
When I click on the the setup icon a tutorial video starts. I can't get out of the video and can't access the page. I've tried closing down and going back in, shutting down and going back in but it still doesn't let me access the page or skip the vi
Zoho CRM - Contacts Address Auto Populate
When I create a brand new contact, it would be great to have the account's address auto populate into the fields, so I don't have to go back and forth to manually type in the address. Is there anything I can do to make an auto populate happen?
My trigger on the function is not working
First off all, i tested my function using a trigger and worked nice. I'm gonna try to explain how our workflow works. When a Leads with the specified conditions comes, a registry of a module to deal with the our integrations is created, and a workflow
Facebook Leads to CRM
the facebook leads ads not sending to zoho crm ? what should i do ?
HOW HOW HOW Does one access the zoho image library?
I have uploaed a boatload of images, yet everytime i wish to insert an image into mail - i get two options... from desktop and add URL. Obviously THERE IS a way to access the library/ Perhaps it is a hidden icon, or maybe a pressure sensitive screen corner.
Is it possible to automate member status?
A couple of years back I asked my then Zoho consultant if it was possible to include the field "member status" in automations, Zoho Flow, etc. They said the field wasn't available for that. Is this information still true? "Member status" is the field
Instant Actions: merge fields with drop-down options
Hi there, I would like to set up a workflow where a new Deal is created when the status is live and the closing date is coming up to a year. This would be a renewal opportunity for the deal. I've set up instant action: Create Record Type = Opportunity
Cloning Leads Results in Loss of Data
Hello! We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead and
question about meeting module to associate in diferrent modules
Hi, i wanted to ask about Meeting Module a question, when i adding a new meeting and i choose in field "Related To" the module Student i can associate the meeting to module Student and also to choose more module here is the picture - but, when i choose
How to fetch record with multi condition and sort by desc
I would like to create a serial number; the code is by year and month: [YYMMXXXX], XXXX is from 0001 to 9999. I create two fields as condition of filter, the Deluge code is: if(SerialNo == "") { CurrentYear = zoho.currentdate.getYear(); CurrentMonth =
Customize the header of a deal
Hello, Is it possible to add more fields here: I mean right next to the amount I want to display the value of 2 other fields. Thank you!
Custom view when assigning courses to the deals module
Hi Guys, i wondering if the is any possible to make a Custom view that i will see this custom view when i assign course to the deals module? We are a college of music studies, The scenario is like this - Once a Deal is created We have a new module called
Mass Email Based on Criteria - Difference Between Account Name and Account Name (Contact)
Can someone let me know what the difference is between Account Name and Account Name (Contact)?
How to Trigger Lead Workflow if no received email within N Days of Lead Create?
How to Trigger Lead Workflow if no received email within N Days of Lead Create? Is there any way to do this without hand-coding it?
Possible to Mass Update "Related to" Field in Events?
It appears that you can do some mass updates in Events, such as Location, Date, etc., but the Related To field is not one of them. Am I missing something or is this truly not possible? If it isn't possible, I recommend that it should be as it would make
Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks for
How to maintain fields in Leads and Deals without edit both modules when something changes?
We change fields in the leads module all the time and we have the problem, that we have to add one field in two modules, everytime we add something in the leads module. How can we prevent that from happening? That is not only time consuming but also error
Leads, Potentials, Contacts, Accounts - Best Practices?
I'm wondering how people are using Zoho CRM to manage their Leads, Contacts, and Accounts. Here is the approach that seems logical to me (below), but Zoho CRM doesn't seem to be built for this process. Leads - I add all names of any new people that I
How to send mass email using Deals module + contact data
Hi. we are using our deals module for recording which client has a membership with us. So most of the info are in the contact module but the "membership status" is in the deals module. If I want to send an email to all our paying customers (which I can
Pricebook pricing for Products
How do you export a report/list of pricebook pricing for products? I have tried to figure this out in both the CRM and Analytics. We have special pricing for certain customers and need to print a list with our products and the pricebook pricing, not MSRP
long decimal in dashboard report
My summary sale order dashboard had long decimal how can i fix it
User access restrictions - want users to only see their assigned leads
Is it possible to set up user access so that a user can only see his/her own assigned leads and not all leads. If so how is this done and what edition is this available in?
Resend mass email to lead who are in "Sent" status
Hello, I've send a mass email to 50 leads belonging to a custom view. Then I created a custom report and I've seen 18 leads didn't open the email. As I'd like to send them a last reminder using mass email, how can I filter the leads based on email subject
connecting leads with existing companies via email domain
new leads come with"aaa@test.com" then already have some account with "@test.com" Can we add automatically to add contact with relate "@test.com" account? We can add any filed ""@test.com" in account module Thank you
Referencing same subtable multiple times on inventory templates
I’d like to propose that the restriction on referencing a subtable multiple times on an inventory template is lifted. When we build a quote, we usually input some rather lengthy notes in the product description fields. This text doesn’t fit well within
Date/Time format error problem solved
lms_res = zoho.crm.getRecordById("LMS_Enrollments",lms_id); quiz_3 = lms_res.get("quiz_3"); current_date=zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss"); // I was struggling with this line. In this Date/Time format current_date was invalid for the
Authentication failed when trying to use a shared mailbox as a from address CRM
When trying to set up a from address with a shared mailbox, I am getting the below error. Is there a way to use the shared mailbox without licensing?
Update contact addresses with new account address
As far as I can see, there are a few significant problems with the way account addresses and contact addresses relate. The most important is that a new address for an account does not update the address for contacts in that account. As far as I can see, when an account changes address, the only way to change the address for contacts associated with that account is to manually go into every contact and type in the new address. At very least there should be a way to manually populate contact addresses
Blocking conversion to Sales Orders
Hi, I would like to block converting a quote to a sales order if a certain account has a certain status in the Account module. Is there a way to achieve this? Thank you.
Can I tag leads using Zoho CRM Free?
Hi! We are on the free version of Zoho CRM. Do we have the ability to tag leads while under the free version. I don't see It anywhere so I'm thinking not but wanted to double check first.
New Zoho user get unable to process request when accepting email invite
Hello Zoho Team, I recently added a new user to our Zoho Account, unfortunately whenever the new user try to accept the invite, she get re-directed to an enterprise-trial account and then gets an "unable to process your request." message. Is there a way
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