How to delete ZoHo CRM Free Edition
Information says to go into settings > General > Company Details and then click on the delete link. This link is not showing in the free edition. I and another person in the company was working on this at the same time and we set one up as an Enterprise
how to make a role can see a record from other role in the Report Module?
I have two user roles working in Leads Module 1. Customer Service 2. Lead Nurturer We get leads from advertising. The first person to receive the leads is 'Customer Service'. When the customer service thinks that the lead need to be nurtured/educated,
How to find similar contact
Hi, is there a way to have a monthly/weekly report with similar contact? in CRM, we often find contacts record with adifferent email (personal email and company email) but with the same address. Can I create a report of that? thanks
Layout Rule Issue With Empty Fields
This is in regards to how operators are used in validation rules vs layout rules. So in this example I am using a number field. If I use a LESS THAN (or <=) operator in a validation rule it works fine, not counting an EMPTY field. In layout rules, if
Export fail fonction ?
Hi, how to export fail fonctions? I have several thousand that didn't run because we were over our API limit. Some of them not important, some really important so I want to filter them to correct the situation. I know I can check them there : https://crm.zoho.com/crm/orgXXXX/settings/workflow-deluge
Finding Lost Calculator
Simple question but I can't find how to make the calculator appear on the home page - it was there last week, now it is gone and I searched help and discussions already - thanks Justin Rogers
Is there anyway that i can use this as a template to generate my certificate?
Is there anyway to create the same template? like the one on my attachment? I wanted to generate a certificate using a customize modules.
Reporting issues for multi select fields - inaccurate results
I have noticed when building reports for multi-pick list field, the results are skewed. This seems to be because it is not reporting on the individual field answers, it only reports on the exact combination of selections in the field. For example, if
Help Needed - Field Mapping Issue in Zoho Opportunities Module
Hello Zoho Community, I hope you're all doing well. I'm currently facing a field mapping issue in the Zoho Opportunities Module. Specifically, I'm having trouble mapping the following fields: - Client ID - Opportunity Original Owner Email - Operations
Separating Zohos
Hi there, we run a business and have several Franchises who are currently all connected to our main Zoho account. As we are growing we have realised that it would be more beneficial to have the Zohos standalone rather than connected under one. Is there
Download Data Backup
I am trying to download my data backup All I see is the image below... no option to download. Where do I go to download data that has been backed up?
New updates for hassle free error management in CRM wizards
Hello customers, We're thrilled to introduce some enhancements to our wizards, ensuring a smoother, more intuitive experience, focused mainly on helping you out resolving errors faced while creating wizards, and some added options. First a quick recall:
Zoho CRM / PhoneBridge and Asterisk Server Integration
Hello, Some time ago I made the investment into an Asterisk PBX for my business. This choice was do in large part because of the significant discount I could get with rates over wholesale DID trunk lines and and several of the flexible ways that I could
Audit Developer Account on Sandbox
Hi Team I have two developer user accounts, which I would like to audit if they have connected to the sandbox environment, how can I carry out this task? I log into Zoho One and I cannot see the activity of these users. Regards, Pablo
zoho whatsapp connection
Is there any one who can support on two way communication in side of zoho through whatsapp WABA number ?
Notification of New Owner If
Hi, Im looking at building a simple workflow, however I am getting a bit stuck on how to get it to action within a workflow... If current(previous) field value is either: John, Jayne, Michael and this is changed to something other than these names Im
How to use fetch on client script?
Not sure the correct syntax to use fetch within the client script when adding a token value. And then also saving that value to a variable to be used. Would someone be able to give me an example? What I thought it may look like is: fetch('https://zohoapis.com/crm/v5/Accounts?fields=Account_Name,Phone,Industry&per_page=1')
Retries Exhausted. Read timed out
Hello. When I try to send an email to a member of my team it gives me the error "You can no longer send emails to the address for the following reason. Retries Exhausted. Read timed out". The problem is only with an email. Hola. Cuando trato de mandar
Closed Deals skews the Amount By Stage Graph on the Home Page
Our "closed lost" stage far exceeds the remaining pipeline categories on the "Amount By Stage" chart on the home page. It makes the other stages so small, that the whole chart is worthless. It appears that I can't delete the stage, or I have no way to
Repeat this workflow whenever a Contact is edited
I have a following CRM workflow rule: What's the difference between Record action: Edit and Repeat this workflow whenever a Contact is edited? My intuition is that the former is triggered when the field in question is edited inline in the view screen
Embedding links in a email that updates fields in zoho
Hi, I currently have a sales pipeline and when people reach a certain stage I would like an email to go out to them to give them 3 options on how to proceed. Ideally I would like to include 3 links in the email and when a customer clicks one of them it
Multi-picklist aggregation
I would like to decompose and aggregate the multi-picklist values. Currently the graph looks like the attached image. [Option1] x1 [Option1, Option2, Option3] x1 I would like to aggregate as follows. [Option1] x2 [Option2] x1 [Option3] x1 Is there any
Mass Workflow Rule
Hello, I need to create a workflow rule that ticks a certain box when criteria is met. When an enquiry comes in that starts with certain letters in the postcode, i.e IP1, then it ticks the box. Simple, however, I need it to trigger on 475 different postcodes
Home Page Components
Hi, I noticed you have changed the design of the home page for Zoho CRM. This is good and all, but may I request that you make the 'Components' vertically smaller? It would be nice to have at least two components appear on one page without having to scroll.
View Zoho Mail through CRM as Web tab
I'm really struggling to get my sales reps to move from their gmail to zoho mail. I think one way I can do this is if they can view their email from within Zoho CRM. So I tried to create a webtab with mail.zoho.in but it cannot display? I did some research
How do I filter records that have a value before a future date (i.e. today + 3 days)?
I would like to create a report on Friday that shows all of the opportunities that have a Close Date before the following Monday. For example, if today is Friday, September 29th, I would like the report to list out all opportunities that have a Close
Wizards on Records?
I basically have a custom module with records in it that get shipped. I need to present a wizard (dynamic fields/info based on record details) that someone uses to pick/pack/ship the order. Its a specific process, everything shipped is custom. This is
How to create Top 10 customer or product sold dashboard from Invoice in CRM
Hi, As title mentioned, how to create Top 10 customer or product sold dashboard from Invoice in CRM. It seem that there is no option for "Invoice Item" in dashboard. Thank you
Improve your A/B testing with Zia suggestions
Dear customers, We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven. The enhancements will help the
Announcing Twilio SMS - Zoho CRM messaging Extension
Extension Install link: https://marketplace.zoho.com/app/crm/twiliosmszohocrm Help guide link : https://help.oapps.xyz/portal/en/kb/articles/zoho-crm-twilio-sms-integration Demo Video : https://youtu.be/WYtBeBwQ6S4 Twilio allows software developers to
Could not deploy field changes from sandbox to prod
I do not see the button "Deploy Changes to Production" as provided in the instruction below
0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events created
Multi-Select Lookup Fields
Hello, I want to "Self-referencing" "Contacts" in "Multi-Select Lookup Fields", but "Contacts" does not appear in the "Select Related Module". I have created "Multi-Select Lookup Fields" associated with "Accounts", is that why I cannot set it up?
Possible to send email from Sales Order module WITHOUT the Sales Order pdf attachment?
Every time an email is sent from the More Actions > Send Email tab of the Sales Orders module, it appears that a PDF is generated as an attachment. Is it possible to disable or remove the automatic attachment?
Sales Inbox Setup Faliure
Hi There, I am having issues setting up Sales Inbox within CRM. When I try to set it up it sits saying loading...... for a long time then says: Oops! Something went wrong. We were unable to load this page. Other team members have not had this issue, could you advise on troubleshooting please. Thanks
Zoho CRM for Email Add-on for Outlook FAT Client
I cannot find the Zoho CRM for Email Add-on for Outlook FAT Client anywhere. I see guides on how to install the online version, but my company mostly uses the fat client. Where can I find this?
Best practices for associating large files
I want to associate photos and videos to the Deal module of Zoho CRM. However, the CRM has only 10GB of capacity. Even if I purchase additional space, it will soon reach the limit as it is only 20GB. What are the best practices for associating large files
Verify fields filled out before closing case ticket
I understand you can set required fields within a template that need to be filled out. In my instance there is information that isn't known when creating a new case and its a nuisance to put random values so the case can be created and sent off to an
CRM Dashboard Widget - Permission
(Including attachment) Users are receiving a note on Dashboards that they do not have permission to "show this component." The security profile for these users has View, Create, Edit access to the Module. I'm assuming this could be related to a field
About timeout for running function into after section on Transition
Hi Zoho Team I would like to know how much time have a function for to do a work when is called in after section on transition? , Although my question may seem strange, it sometimes happens that a user's request to do a great job of sending information
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