Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event
Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event. Thank you.
Notify previous Account Owner when Owner ship is transferred
Good Morning, Via a Workflow it is already possible to notify the NEW Account Owner or Contact Owner when this is changed. But is their also a way to notify the Previous Owner? This way both NEW and Previous Owner can be informed about a change in their
Issue when create Quote from Deals
hello, i have a issue when i was create Quote from Deals using script in below Return_Map = Map(); Error_Map = Map(); Quote_Products_List = list(); Create_Quote_Map = Map(); info "CRETATE QUOTE MAP" + Create_Quote_Map; info Quote_Products_List; Pipeline_Record
Attachement from related list
Hi, When I send an email from CRM, I want to attach a file that is attached to a record in a related list. Actually, I have only these options : Desktop, Documents, Workdrive, From Record, Other Cloud services. Is it possible to add an option to access
Customers Booking Appointments From Customer Portal
Greetings esteemed Zoho CRM community. I just started my free trial on the enterprise edition of Zoho CRM, I am trying to explore the idea of having my customers book appointments via the customer portal, I have tried logging into the portal but I do
Removing a related contact
How do I remove a related contact from a Client/Account without deleting their record?
UNDO mass update
Please tell me there is a way to undo a mass update? Is this something that can be done on the server? I accidentally updated all of my contact (3500) incorrectly. Please, any help is appreciated. /Tome
Missing notes in Activity Report
Hello, I noticed that some of my notes that I put on clients accounts are not showing in the activity report for that day. Thanks KB
Is Zoho Flow not included in Zoho CRM Enterprise plan?
Hi, I'm new to Zoho CRM and I purchased it to build and test API integrations for internal and external use-cases. Is Zoho Flow not included in the Zoho CRM Enterprise plan? I may have missed this in the feature list, and was under the impression that
How add condition to trigger automation if previous field stage in deal was "qualify"
Hi, i want to trigger workflow command only if previous deal stage was qualify.. I have deal pipe with those stages: "New lead", "qualify", "interested", "meet" and "sold" I am trying trigger automation when field stage is edited. But only from "qualify"
Mass Update -- delete selection in multiselect field
We would like to remove a selection in a multiselect field for a large number of contacts. Each contact has that selection and may have other selections that we don't wish to disturb in the field. Don't see any way to do that. Thanks. David
Organize CRM clients
Hello, I'm in the process of establishing a CRM system for my business. We engage with multiple researchers from the same institution, each working on distinct projects. Contracts and communications are handled with individual researchers, but payments
How make bundled offers?
We are using CRM to offer our customers services that are bundled. For example: SEO BUNDLE SERVICE is provided by: COMPETITION ANALYSIS €250 KEYWORD RESEARCH AND STUDY €500 SEO SITE OPTIMIZATION €1000 Total: €1750 In terms of the offer in general, how
Formula based on quantity field and picklist
I would like to help with a formula for calculating commission based on a picklist and qty. The name of the table is 'Vehicle Commission' Picklist is 'Type' Qty is 'Qty' Rate is 'Rate' The first 'vehicles' is complicated because it has thresholds. If
ZIA is not working and customer service is fixing problem for 2 straight months!
Dear all, I'm experiencing a lot of problems with Zia in general and I open the ticket (case) on 07.02.2023 proof is attached. Zoho customer service and developers are working to resolve this case for 2 months now, TWO MONTHS! Since I'm paying an enterprise
Is there a way to create a Portal that goes directly to a custom page?
I want clients to go into a webpage type view and be able to see the details of what we have on file, and be able to update some of those details. It looks like Portals only allows the Contact/Build list view. I started a Canvas page, but it still goes
Cannot edit "Expected Revenue" in a potential?
After converting a lead, I checked the option to create a potential and, in potential details, I see a field called "Expected Revenue" which I can't edit. What is its purpose and why can't edit? On "Standard Fields in Opportunities" page from Zoho website,
After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcut
How to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state
Deal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline Automation
Add second lead to same company -- do company details get autofilled for second lead?
Hi if I create a lead that is attached to a company and fill out all the company information (address, website, etc) and then add a second lead and put the company name as the same company, will it automatically fill out the company info (address, website)
My Leads only convert to Contacts, not Accounts
I was trying to customize the CRM so I was able to use it for a Health Insurance Brokers Firm, and It is not allowing me to convert the Lead into an Account, even though I would previously allow me to.
Delete Related Records from the Deal Module
Hi everyone! Hi I have a question on how we can delete the related records associated with that particular Deal Record. on Deal Record Is has a Related List name of my Related List Audit Logs Lists. The scenario when a field I is edited from a Deal Record
Rerunning a Sync to update a field
Hello, A field has been added to sort our Pest Lead sync. Is there a way to rerun the sync so that all contacts are updated?
Change the template for sending reports through the report Scheduler
Hello, At the moment when sending a scheduled report through the reports scheduler, Zoho sends the reports signed by Zoho TEAM. It is supposed to be sent by the user and the user should decide how it looks and what the mail says. I have configured my
How would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply a
Inquiry Regarding Website Development and Support
Hello, I'm interested in knowing, when I develop a website and launch it on the internet, is it possible that there might be issues with the site that need to be resolved later (after launched it on the internet)? Additionally, in case issues arise with
Afficher un champs de la section "Compte" dans une vue des "Affaires"
Bonjour. Je voudrais avoir une vue des "Affaires" qui me montre à la fois les noms des entreprises ainsi que les numéros des entreprises y associés (ces derniers étant la valeur du champ de la section "Compte").
Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it has
Automating adding contacts to a campaign based on a change to a specific field
nb. I'm referring to the Campaign object in Zoho CRM here, not an email campaign in Zoho Campaigns. I'm looking to build a workflow that will add contacts to a particular campaign when a specific field on the contact record is updated to contain specific
SIP integration Zoho CRM
Hi there Is there a way that we can integrate our own sip provider to use within Zoho CRM. We are based in South Africa and i am sure it wont be that difficult. Thanks
How to trigger workflow thru update record API?
Hi, I am using this API to update the record in CRM, but seems it will not trigger workflow. Just want to know how to make it trigger workflow? https://www.zoho.com/crm/developer/docs/api/v5/update-records.html
Change 1st Day of Week in UI to Sunday
When I create a new Task and go to enter the due date, a small calendar appears in the UI which allows me to select the month/day quickly. However, I'm consistently messing up my intended selection because for some reason the week starts with Monday instead of Sunday. This is the first time I've ever seen this in an application... in much of the western world our weeks start on Sunday. Where is the setting to change this?
Not able to see the parent account and enrich data
I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?
Zoho name appearing in url searches
I have custom domain set, but when a url search is done, the Zoho name shows in the search history. Is there a way to remove this? I have attached a screen shot. Also, if I print the screen to the printer or pdf, it leave a text line referring to Zoho
Submit Button
Hi, I want to take this button in the line of Field email don't want the down.
WHERE THE F*CK IS EVERYONE?!!
WHY THERE IS NOBODY AND NO CHANNEL TO CONTACT YOUR SUPPORT?!!!!! YOUR SOFTWARE BRIGHTNESS IS TOO BRIGHT ANDF HURT MY EYES!!!!!!!!
How to add a portal with access for customers?
I know it is possible to add a portal for a kind of customer self service to Zoho CRM. For example I do want to send a link to the customer where he can check his address and change it, if the address has changed. But I do have a few questions: Is it
Completed Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the
CRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.
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