Notification when adding a doc in attachements
Hello, I tried to create a notification that gets triggered when a specific user uploads a file in attachements in CRM. I could not figure out how to do that, can you please let me know if this is possible? Thank you!
Removing special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813
Adding Formula to make dashboards
I have created a formula that needs to auto-populate the result on to the tables then i want to display the information on the dashboard but i am getting several errors. 1. on creation there is an error that the field will not be displayed during creation
Unable to schedule meetings
Hello I am unable to schedule recurring meetings in Zoho CRM Calendar. It says unable to complete request.
Any one have family head format
Hi, anyone has Family Head Format so I can customize it according to that.i want to link also contacts with family head.
Problem importing records and linking to existing products
Hello, I am trying to import records into a custom module "Subscription" with the import feature (Data Administration / Import NOT the CSV import feature of the module). The CSV file I use for the import works without any problems and all data is imported
Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her email
Deleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deleted
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.
Why is Zoho CRM Webform using v2 of CAPTCHA instead of v3
We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to have
Find and Merge Duplicate Deals
I know we have this function for accounts and contacts, but I can't find it for deals, as I would like to avoid having any duplicates. Thanks Moderation update: We are happy to inform you the support for managing duplicates in the Deals and custom modules
Need help integrating WeChat
Need consulting help integrating WeChat. I am the Zoho developer for my company and I understand the WeChat integration instructions given by Zoho. However, I do not understand our WeChat subscription. When I login to our (paid) Wechat subscription, I
4 things I need from Zoho CRM
1. Show me when products (stock quantity) are low 2. Where do I put our 'ideal' inventory number for each product. 3. Can I make a report of frequently purchased products? 4. A calendar of birthdays that I've entered for each contact. Any help on these
How can I change my billing information?
How can I change my billing information?
How to update zoho crm lead full name as account name/deal name while lead conversion
How to update zoho crm lead full name as account name/deal name while lead conversion ? any idea
issue uniforming crm data using data prep
Hi, i have tried to uniformize the CRM some data values using Dataprep. first of all i have imported my leads and contact into Dataprep using the native import module. after i hav applied some rules on some columns (I only change the text case from UPPER
How to hide reports?
Right now there are so many reports under Reports tab. Is there any way we can hide most of reports so that our team can focus on only the required reports?
Change date format
We have some date filed (1981-10-15) We need to convert to (15OCT81) into other filed. How to set it up?
Zoho CRM Relay <-> Exchange Online
Hi! Do anyone have a guide for configuration for Zoho CRM Relay to Microsoft Exchange Online? I have come so far that Im getting a 550 5.7.64 Relay Access Denied...kb3169959 Best regards Mikael
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Creating a report by location
Hi all, I am trying to figure out how many shoots (I am a photographer) I did in my home town rather than in a nearby city in 2022 for tax reasons. Is there any way I can do such a thing? Every gig I add as a meeting and includes an address. I THINK that's
How to get a one to many field in custom fields?
Can this be done? If so how?
profile picture not showing in Zoho CRM
Hi, Our users have added a profile picture in their own Zoho CRM account, but me as super admin can't see their profile picture like this am I doing something wrong?
Can you mass email based on related list records?
If we use the Zoho example of a school with a custom module for classes, is there a way to email all the students of a particular class? In my example, the student contact record would have a multi-select lookup field to the classes module, but I can’t
Strange bug when edit
Hi, I would like to report an issue with the inventory module's grand total amount. Recently every time record is updated, grand total will show strange changes as below. What is the root cause of it? Thank you.
Tasks and Calendar sync
Hey all, Can anyone recommend good add ons. We want to get organised with having our tasks in one place and also put lots of events and reminders for events. Thanks
Authenticating Email Domain
I am trying to authenticate the email address I use for Zoho but when I enter it I keep getting an 'Internal Server Error' message. Does anyone know how I fix this?
All Required Fields from 2 Different Layout Rules are not displayed in Details Required popup
As you can see in the image below, the "Lead Status" Layout Rule requires the "Product Type" field when "Sold" is selected as the value for the "Lead Status" field. When "Lead Status" is "Sold" and "Product Type" is "TurnKey Suite", you can see the list
Can it be linked to the existing toll free number?
Can it be linked to the existing toll free number? Can it be included in CRM From Saudi Arabia
Update Deal Ammount when Custom Field in Account is updated
Our accounts have a field called "Current Fee Amount." Our goal is to update the "Deal Amount" field of the deals related to each account and from a specific pipeline with the value from the "Current Fee Amount" field of the account. I understand that
Sub-form in CRM module could not be auto-populated via client script
I'm trying to auto-populate a sub-form in a module based on a picklist value via client script. When the picklist option is selected the first time, the sub-form is auto-populated with the correct data. But when the picklist option is changed, the sub-form
Email Filed
Hello Please tell me how to do .. Email filed in CRM to change some word and put in other filed Sample Email Feld" test@gmail.com" Change @ to // Email2 Feild" test//gmail.com" like this also need to change Use // in place of the @ sign in the e-mail
I need a field value "CSM" in Deals to be the same value as "CSM" in Accounts.
My company has the field value "CSM" assigned to Accounts and Deals. When an Account meets the criteria (CSM is A, B, C, or D) I need it to take that value and apply it to all current and future deals associated with that account. I am able to make the
How to fletch data from a subform to use with a webhook?
Hi, I am wanting to use a webhook to send some data over to Flow. We got some standard Module Parameters to send across but also need data from a subform that we are using in Deals. Is there a way to collect the data from the subform and include it as
Download Email Templates....
We have over 250 email templates in Zoho. Is there anyway we can download all of them so I have them on my computer. During that last outage I needed to send out emails but wasnt able to.
Confusing merge tag functionality or bug in CRM templates
Hello, In CRM templates I have 2 identical templates. One in the contacts (renamed to parents/carers) module and one in a custom module (named children). In the custom module I can access any field through merge tags from the contacts module. But I cannot
Product Details
Hi there. I wonder if Product Details is un-editable. Since when making monthly reports with the present choices we are not able to get reports of specific qty of priducts shown for the respective invoices. I managed to get report on the product name
Locking a Product Price once its been added to a Deal
Hi We change our prices regularly. We add products to a Deal (from the Products related list). Deals can take a few weeks to close and invoice raised based on the products unit price. However, if we need to change the price of the product that has already
Student check-in using Zoho
We are a Mixed Martial Arts gym using Zoho for member management. We need to use the system to check a student in, validate their membership status, and log the time and date of their check-in. Anyone know of a way to easily do this in Zoho?
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