Update required for MS Outlook and Office 365 email integrations
[This announcement is for Zoho CRM users that rely on Microsoft's password-based Basic Authentication method for their active MS Outlook and/or Office 365 email integrations. If you use a different email provider or have already switched to OAuth-based
Count Rollup Issue
i have account module . under which project module is there . project has account lookup and relation is like one account may have multiple projects . i have a field in account where i am automating the existing no of project count under that account
Where is Date Conversion Functionality Announcement or Documentation?
I recall recently seeing an announcement about a versatile date conversion function. Please help me locate the documentation and/or announcement of this functionality.
is it possible to trigger to selenium or another tool from deluge?
Hello, good afternoon, I would like to use an automation tool, so that when a browser window is opened, with the openurl() instruction, it immediately triggers a call to selenium or another automation tool, so that the browser loads the data that it receives.
Help with a custom function-copying a date value
Hello: I'm really struggling with the custom functions. All I want to do is copy a date value from a deal record to the account record . This value needs to be updated yearly with every sale. After watching videos and trying lots and lots of examples,
Blacklist Domain for Outreach
Hey We are looking for a way to do the following. We sometimes buy business data for outreach (Company Name, E-Mail Adresses, etc) and run them through automations. But we would love to set some domains on a blacklist, so that we dont do outreach to them
View a Subform field in a "List View"
Hello Everyone! I am looking for a solution to be able to view a field in a "Subform" along with other fields from my main module. Example: I have a module called "Customer Orders" where I enter purchase order numbers in a "Subform". Sometimes I have one purchase order for a customer and sometime I have many purchase orders for that customer.... hence the "Subform". I am trying to track my last purchase order number entered so I won't duplicate a purchase order number for the next customer order.
RTL - CRM Templates customization
Hello, How do i change the text direction (RTL/LTR)? thanks
Mass Emailing in CRM
Is it possible to disable mass emailing for some or all users in CRM?
Bulk Delete Attachments
We need to delete 50gb worth of old files attached to old clients records. How can we do this in bulk?
Audit log in dashboard
Can we have the ability to add the Audit Log to a dashboard? I'd like to see everyone's recent activity when I log into Zoho on the "home" page.
Copy CRM Customisation Programatically
I have seen how to copy the customisation of one CRM to a new account here: https://help.zoho.com/portal/en/community/topic/how-can-i-copy-zoho-crm-to-another-account I was wondering if there is a way to automate this process? Is there a Zoho API we could
Workflow Automation - Send email to lead from a Group Email
Hello, is it possible to set up a workflow where an email is sent to a lead from a group email(as in the sender email will be the group email) instead of a user email address? Kind Regards, Ionut
Open Tasks only shows 5 per page and no longer 10 per page?
In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?
POST or PUT data from CRM to Shopify
I'm trying to write a deluge script to push and out data in Shopify. This is to support a custom product workflow that no app is able to handle. Unfortunately, Zoho Flow also has only very limited Shopify integration and will not provide the solution
Users, roles and Business Units
Hello, We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4. This hierarchy was a "tree": 1.- The HQ Business Unit was at the top of the tree 2.- Different Second Level Business Units are
account in zoho crm
Hi everyone, is there anybody can help me? I have a flow in my aplication, so i wanna do a couple step to create a contract. here is my plan; - create an account - add contact for the account - make a deal for related contact can all of these step use
Zoho CRM use for tracking workshop attendance
Hi there, I am a new zoho user - I am wanting to use zoho to track workshop attendance. I give workshops and want to use ZOHO CRM to create the workshops and lists of potentials in the workshop. Do I do this as a deal or do I create a product? I tried
Deleting or renaming templates
Re: the Zoho CRM and MS Word plugin. Is there a way to edit, rename, or remove templates uploaded to Zoho CRM? Best, Lindsay Garrison On the verge, incorporated Boston
Feature Enhancements: Translations
By The Grace of G-D. Hi, We are using the translations feature a lot and it is great! There are a few enhancements that could really make the system Multi-Language even after customization. Please consider the below suggestions to enable in translations:
Add extra column to zohocrm products overview showing ammount of linked deals
Hi There, I am new to ZohoCRM and am currently investigating using it for a customer. I was wondering how to add an extra column to a module overview page (in my case products) showing the ammount of linked deals. I have already looked into the 'modules
Restriction of changing territory by the user
Dear, I am not able to restrict the change of territory by users, is there this possibility?
Zoho Finance Integration - Report that shows the status of all estimates, sales orders and invoices
Hi all, We've transitioned to using the Zoho Finance Integration to raise orders. Is there a simple report that can show the 'status' of an order through these modules. I know there are statuses within each module (i.e. for invoice - draft, overdue, paid
We changed our ZOHO CRM password and our leads stopped coming. Why does this happen?
Hello. I changed our ZOHO CRM password. After an hour I realized and our leads stopped coming. I couldn't believe that our leads stopped coming after I changed our password. So to confirm I contacted my tech team and they contacted Zoho Support. Our outsourced
Can't see leads coming from Facebook ads
Hi, I successfully run Facebook ads and integrated my Zoho CRM, I have 25 leads at Facebook ads but can't see these leads in my Zoho CRM? I checked manuals, it seems all is done but I do not know why I can't see the leads coming from Facebook ads? T
Can I include custom fields from CONTACTS in the Gmail plugin?
I have a drop down field I created on CONTACTS. Is there any way to make it available on the Gmail plugin?
Quick Create in Portal
Hi, I create a new module to use at customer portal. After adding the module to the costumer portal, I realized that Quick Create form is displayed automatically, is it a must or can I change or remove Quick Create files from the customer portal? Thanks
Create a dashboard that shows how many sold in each month.
Is it possible to create a report/dashboard that shows me how much has been sold in each month? I know how to do it for the individual months, but I want 1 report that shows all months as a chart. Thanks
Change Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.
Upload Excel Template into Zoho Sheets and Use for Creating Quotes/Sales Orders
I use an Excel workbook template to create quotes/sales orders. Is there a way for me to upload the template into Zoho CRM and map the customers contact fields into it from within the CRM? Thanks so much! Kelly
Inventory templates for Products
We require printing the products we have with special formatting but currently it is not possible to create or select an inventory template to do so. Inventory templates exist for invoices, etc, but not for the Products module. Is it possible for Zoho
Report Running From Different Time Zones
We have found an interesting problem today. If I view a report on one of the dashboards we have setup which limits the records to 'Activities Todays' then the report looks different for me where in New York than it does for our Sales Rep in Singapore.
ZohoCRM DealOwner to ZohoBooks Customer Owner
Hello everyone, I have a specific requirement to synchronize the Deal owner with the customer-owner in Zoho Books. In order to accomplish this, I have developed a deluge script that is currently functioning correctly. However, I have a concern regarding
CRM User's Last Login
Hi all, I would like to request a feature that logs the last login of users. I'm aware that there are two other topics about this, but in each of those topics we are asked to refer to the other topic and they're both locked, which doesn't seem right:
Can I hide report based on user profile and or group?
Hi, I want to create a report, but I want to hide it for certain users based on their group and profile, can I do that? because when I create a report, it will always appear on all my users, even though they only see nothing after they click the report
"No Zoho Creator permalinks were found" error message
Hello, I'm trying to add a Zoho Creator app to a CRM Web tab following this guide: Linking Zoho Creator Apps with CRM | Online Help - Zoho CRM When clicking on the link icon, I get the following error message: No Zoho Creator permalinks were found. I'm
Lead and Activity Reports
Is it possible to run relational reports across multiple modules. I want to run a report that filters particular leads by status and source that have particular words in an activity or a particular priority on an activity. I have tons of uses for filtering
How to: Fine grained access
Hi, I'd like to give users access only to certain records based on specific conditions. ie: if Field1 is a picklist and has a specific value, give access to all users of a certain "group" Or if that user is chosen on a specific User lookup field. I'd
How do you disassociate contacts from an opportunity in the opportunity module?
Working in the Opportunity module within CRM, I have several contacts associated with an opportunity. A couple have left the company or moved departments and I want to disassociate them and add their replacements. Adding new folks isn't an issue, but
Please display ALL emails of an account per default (CRM emails + IMAP)
Hi, i simply don't understand why ZOHO CRM is designed like this: if you open an account an scroll down to the emails, you just see the emails that have been sent from ZOHO CRM. Why?? Per default everybody wants to see ALL EMAILS that have been received
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