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
formula field in subform shows blank when record is created by deluge.
I use Deluge to create record, but the record will not calculate formula field in the subform. I have to edit and save, it will be calculated. Unbelievable. Any method to auto trigger the formula field in subform?
Perceptions about Canvas
We are exploring the possibility to design our layouts with canvas. There are some aspects holding us back from it. User experience truncated between record view and list view Responsive in different screen sizes Aditional clicks for editing a field No
Reports - display in different currency?
Hi, We have the multiple currency feature activated. I see in the documentation that in reports, "By default, the value in a report will be displayed in Home Currency.". My question is, is it possible to change this default for some reports? For example,
Update Child Contacts - Do not Contact Accounts to Contacts
Hello! In my zoho accounts I have a cell that indicates that the accounts - businesses are not to be contacted. It is a cell called "Do NOT Contact" which is marked with an X. In turn, I have contacts assigned to those accounts that also have a "Not Contact"
Multi-Select Lookup can not be used for Views and Reports.
Hi, While working on a project, I tried adding a multi-select lookup field to a specific custom view and saw that it didn't appear. In comparison, a standard lookup field worked just fine, which didn't make sense as to why one should work over the other.
Layout changes not taking affect
I have changed the layout for my contacts & for my leads details pages and the changes are not transferring. i've tried changing browsers, deleting cache, and restarting browsers but nothing helps. Earlier today i also noticed my calendar was one day
about function in Professional Plan
Hi, I want to use ‘Professional Plan’, currently I am in trial version. and from the documentation, it is said that I can add ‘function’ extension up to 20000 credits/day/org I am sorry but I have 4 questions: 1. is this the ‘function’ feature so I can
how to change Contact record owner using Deluge Function?
let say I have CONTACT_ID (the ID of the record) and also USER_ID ( the new owner ID), I want to change the owner of that record programmatically using Zoho CRM function (Deluge). I am confused what method do I have to use, I have tried to use the code
How to deactivate multiple currencies in CRM?
Hi, I activated multiple currencies - how to deactivate it?
Copying deal from one pipeline to another after reaching Closed Won.
Hello, I'm new to Zoho so I appreciate your help. I'm trying to figure out the best way to duplicate deals, and their associated values, from our Sales Pipeline to our Customer Success Pipeline after they have reached the stage "Closed Won". Any advice
How to make lead source appear automatically, when new contact appears in the system
Good day! Need help. Where should I state parameters for Lead source, so this information appears automatically after new contact appears in Zoho CRM.
How can I push data from a Zoho Form field to the Notes (CRM)?
For instance, push data from a freeform text box in a Zoho Form, for example, "How did you hear about us" in the form to the Notes area of the CRM record. Is it possible? Please suggest way(s) to do it, if yes. Thanks.
Auto Populate without Submit
Is it possible to auto populate fields from a lookup field without hitting submit? I am working with two modules: leads & contacts Leads module I have a contact lookup field called 'Existing Client' and I have contact information fields. If Existing Client
Deal records order + alert on new email received for a deal
Hello, what is the default deal records order when in list view? Also: it is possible to show an alert when a new email is received for a deal? Example: Thank you
Tasks in deal view dont always show
In a deal. Kan ban view. I see some green icons on some deals (right). And on some deals i dont see them (left). Both deals have open activities. Both of them have tasks as open activities. I tried refreshing browser. Creating the task on the deal view
Zoho CRM View extremely zoomed in even at 100% browser zoom
Hello, My Zoho CRM view has suddenly becomed zoomed in. Everything is extremely large. I created a custom canvas for leads and optimzed it based on older resolution and everything fitted perfectly. But because the resolution has somehow changed, the custom
Create Bulk Invoices in Zoho Books using Deal Amount inZoho CRM
Hi Guys, I need help in writing deluge script for creating Invoices in Zoho books using the deals data in Zoho CRM. Our Zoho books account is missing some invoices and we need to sync on basis of information present in Zoho CRM deal module. The Deal dataset
Linking Accounts when Importing Contacts
I initially imported accounts that includes address information. When I manually add a contact and select the existing account, the address is automatically applied and linked to the account. But when I import contacts in xlsx format, it is linked to
How can I do a record comparison based on Created Time?
Dear All, I would like to make a comparison between 2 records based on Created Time. I would like to write a condition like if The Created_Time of one record is greater than the Created_Time of the other record then do something. My problem is that in
Stop Opportunity being created based on Account module field + Opp field
I'm trying to create a client script that stops someone being able to create an opp on save based on a account module field and opp field. Any idea what is wrong with the code? var accountField = ZDK.Page.getField("Account_Name"); var accountFieldValue
Rejection Reason in blueprint
I make a blueprint with mandatory notes but the problem is how to change to note to Reason and how to keep this record of that a particular thing is rejected due to this. for example, if i insert any reason then make a note the mandate it rejected due
Sort Order in Product Picking/Searching Pop-Up-Window
Hi, when I pick or search for a product in the purchase order section, is it possible to sort the products? Of what criteria determines the display order? For example I have Product A, Product B and Product C. In the field where you can searching for
See number of records in a module-view
Hi! We have recently switched from Zendesk to Zoho CRM and Desk. However, our operations team, has one major issue - they can't see how many records there is in each view. In Zendesk there would be like this; Open cases (12) On hold (9) Offers waiting
How to use Sandbox test widget
May I know what're the differences between production env and sandbox env? Our IT team would like to test their widget in sandbox but they don't know how to separate data. Maybe we have a global variable to identify that this is the sandbox environm
CRM Partner Access to set up CRM
I am having a problem having the customer add me as an admin so that I can set up their CRM. They are unable to add me to the CRM as an external user. Support said there was a conflict between Cliq and CRM. How do you gain access to your customer's CRM
Can't edit text in inventory template
I created a custom inventory template and saved it. Then I've opened it for editing, but it’s not possible to edit the text in the table and text fields. If I'm changing the properties of the table, I’m able to edit the text in the table, but text fields
how many records a workflow rule can apply?
Hi, I set a Workflow Rules for Lead Module. let say If a lead is created, then the workflow rules will automatically change the 'Lead Source' field in a lead record. I will create the leads one by one, not in a bulk, not simultaneosly. the lead is created
Zoho CRM Deal pipeline still showing hidden stage
Hello, My sales team required me to hide certain stages in the pipeline as they dont match our business processes. I went ahead and removed them from the pipeline. However when we click on "Deals", the standard view always shows "All Pipelines". In order
Adding User Profile Picture to Documents
Is there a way to add a user's profile picture to documents using "#" including in Forms?
Multi-Select Lookup Assignment
Hi Everyone, I am having an issue that I've racked my brown around for a few days but can't come up with a solution. Let's say I have a Client module and another module called Enrollments. I have a multi-select lookup set up so that I can assign many
Recuring task
Why task showing like this? I want when I complete the task then next one to show with missed date task only
Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
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