My scaling formula doesn't work cannot figure out why
if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))Trouble creating folders
Hello everyone, new here to Zoho CRM and Deluge. The goal I am working towards is to create a folder with included subfolders when my company creates a new deal. I followed a very straightforward tutorial from Blungo on youtube which was working up untilemail to multiple recipients
is there a way from CM to select multiple recipients for same email? If I want to email 4 clients and invite them to lunch, I seem to have to cut and paste the subject and body 4 times. Very inconvenient. (sometimes I have a lunch and learn with 20Migrating from FileMaker
Hi, I have the most basic FileMaker database of customers that I want to move to Zoho. Not a database expert so requesting help with the move. Prefer hands-on, with screen-sharing if possible, is that something a Zoho user can do for me? Are there independentEnterprise Vs Professional
May I know the differences between Enterprise and Professional Edition?Assistance Needed for Password Reset and MFA Issue
I accidentally deleted my authenticator app and forgot my password. Now, when attempting to reset the password and after receiving the email OTP, it is requesting the MFA OTP, which I cannot provide. How can I proceed through this stage? Your assistanceZohoONE (EU - datacenter): Zoho CRM / Phonebridge / Yeastar S100
Dear friends in suffering from missing support by Zoho One, I hope someone here has an idea, why ZOHO ONE / Yeastar S100 integration doesn't work properly, and how to solve this. Sorry Phonebridge Support that I make this now public, but since I haven'tfail to trigger deluge
Hi , I am setting up whenever PO is deleted, then trigger the below workflow. But it doesn't work. Could you please have a look at my rules? stock_record_list = zoho.crm.getRelatedRecords("Stock_Record","Purchase_Orders",POID); //alist = List(); for eachIs it possible to use module field filters via URL parameters?
It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: MyCannot View Lead Email Responses
Hi, I cannot see the email responses of leads in Zoho. We used the Zoho email engine to send emails to just over 400 leads. Zoho is tracking that activity. However, whenever a lead responds, that information is not shown in Zoho. How do I view these responsescan I automatically add someone that comments on Instagram as leads in Zoho CRM ?
I am following a tutorial from Youtube, it seems that there is a 'Social' tab in Channels set up like this I am using Zoho CRM Enterprise, but I can't find that social tab on my CRM. so how to automatically add Instagram comment/DM to leads module?Sidebar Navigation for Module Sections
Using the Sidebar is a great Navigation tool for users when the data they need to access is stored in several Related Modules and associated using Related Module Lookups. However, if all of the data that users need to access is stored within a Singlehow to add subtotals in a quote
Hi, I need to add subtotals under many items when making a quote. How is it possible ? ex. Item Qty Unit Price Total Price Item1 1 100 100 Item2 3 50 150 subtotal 250 Item3 2 75 150 Item4 1 200 200 subtotal 350Assistance on CRM formula required
I have two queries on formula... 1 - I am trying to calculate two fields based on a checkbox and get a syntax error message. The formula is: If the check box is true then add field 1 and field 2. 2 - I need to calculate a ratio based on a pick list response.feature request - contact/lead photo in list view CRM
A feature request I have is to be able to have thumbnail photos of the contacts/leads available in list views for CRM Any plans on adding something like this?Custom Formula Field for a Mark up/Margin in products?
Hi Can anybody help. I am looking to add a formula or something similar to my products catagory. If I have my cost price(which is known) am I able to add a field that will automatically workout the Unit price of the Same product with a Mark up/MarginSync Google Contact photo?
Can Zoho CRM sync the contact's photo when it syncs with Google Contacts?Automate populating fields from Account to Deals & update the Account based on Deal data
Hi All, We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things: 1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account. 2. When a changeMapping Contact Custom Field to Lead Custom Field
Hi all Please can you help with a Zoho CRM question. I would like to add functionality which will update a field for a record in the lead module when a value is updated in a record in the contacts module. So they both show the same value. The result ISorting in Zoho CRM Reports
I am trying to use a report that I have created that pulls deals associated with a specific set of contacts. However, once I have the report, it will not allow me to sort the results by some of the columns, specifically, the Deal Owner, Contact Name,Display Picklist Colors In Zoho CRM Reports
I may be missing this, but is it possible to display picklist colors that have been enabled on Zoho CRM reports? If not, this seems like it would be a standard feature.report creation
How to create a report on ZOHO CRM.Place to see all scheduled emails through CRM?
Is there a way to see all scheduled emails in one place? Not mass email, but emails that have been scheduled individually from a lead/contact page. Hypothetically, if i forgot which person i scheduled an email for there's no way to find itDeluge function help
I am rather new to deluge and trying to write a function. I have a form in Creator called BoM that I use as a related list in my Deals module. Within the form is the field Deal_Name (integration with CRM Deals module) and subforms containing productsZoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records
While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake onLead Source Management
Hey everyone! Is it possible to set a new lead source list for this year only for new and opened deals? I would like to keep the old deals with the old lead source list for reporting only. Thanks!CRM birthday reminder?
Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.CC from mail client to Zoho CRM
Hi, Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record? ThanksCustom Map View Button Function
In the list view of the leads module, there is a Map View button, which allows the entire list to be mapped out in RouteIQ. While this is handy, sometimes I only want to see a handful of select records. Is there a function that can be written for a customLimitation of deluge request
Hi Zoho, May I ask if there is any request limitation per each min/hour of the deluge. I will bulk create record and trigger workflow to search and assign related record for them. (may be 200 records in a time) But I am not sure if there is any requestCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven'tEblast Day Limit - How to re-send the email for the ones who didn't received it?
Hi everyone! Thank you for your all help in advance. We sent a mass email for 2060 leads, but only 1000 were received. Later we discover that we exceed the 1000 mass email leads per day limit. My question is: How now can I send the same email ONLY forCustom Field Names With Spaces In Name
I would like to have field names with spaces in the, such as a "Billing Department" in Quotes. When I try to access this variable as ${Quotes.Billing Department}, I am not able to access that variable. I have to remove to the space to access this variable.Emails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that moduleSandbox API not working
According to https://help.zoho.com/portal/community/topic/api-has-a-sandbox-environment the ZohoCRM Sandbox API can be accessed at https://crmsandbox.zoho.com I am finding, however, that api calls made to this sandbox address returns an HTML documentAPI has a sandbox environment?
Hello! I've need do some unit tests and I think that is better call the API into a sandbox environment. It's exists? Which is it endpoint? Thanks!Create deal from estimate
Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?How to Feed partial payments of customers?
Suppose a student pays 50% of the fees and takes up admission, as I see there is only full amount given and the revenue is calculated for the full amount, should I add a seperate field in contacts or pipelines?Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do ISyncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that shouldNext Page
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Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherImmediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom RegulatoryUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisConditional 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 forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus 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?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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