Need help creating a PDF from crm data
Background info - We do inspections on products we sell, and through a form - the inspection data gets stored into a custom module. What I want to do is somehow easily take the info stored in the fields and create a pre-formatted PDF with the merged data
Cloning Email Campaigns
Hi, Can someone help me? I am trying to clone the contacts of an email campaign in the campaign module so I can include these contacts in a new email campaign. However, once I clone the campaign I want to clone, the contacts aren't cloned. Does it mean
Workflow Not Working
Hello! I have Zoho Forms integrated into Zoho CRM (all the questions mapped) as well as "trigger workflow rules" in Zoho Forms selected. I am creating an email/text sequence in Workflow CRM based on form questions. i.e. if a customer leaves a field blank,
Please, your ideas for Vendor Portal for Purchase Orders in which Vendor can update a custom field.
I welcome your ideas on where/how within the Zoho platform to do a Vendor Portal that allows a vendor to 1. See Purchase Orders which belong to it. 2. Update one or more custom fields at the Purchase Order level. The Vendor Portal within Books cannot
Web Tabs
Really silly question. Once you add a web tab, where does that display?
Multiple potential customers and other stakeholders in a Deal
We have two related albeit distinct situations in our business. I'm looking to solve both. The first is critical, the second would be very good to have. Are these feasible in Zoho CRM as features or are there a clever ways to achieve these (that are not
How do I find all the deals that have more than one contact associated with deal
We have one contact lookup field within the deals module. If we add a contact there, it automatically adds them to the contact role for the deal. At a later point, I switch the contact in the deal lookup field. At that point, the second contact gets associated with the deal and there are now two contacts listed in the "Contact Roles" section of the deal. I want to find ALL deals in our system that have more than one contact associated with it as a contact role as we are working through a cleanup
Restrictions on conversion of multiple quotes to sales orders
Is it possible to limit the number of quotes that can be converted to a sales order to one for a project that generates multiple quotes for one business negotiation?
Account management for acquired accounts
hi, Looking for feedback on best practice. What is the best way to manage account information when accounts created for an organisation have been acquired and a operate under a new legal entity. If we overtype the old account name to the new account name
Modify default probability percentage in an Opportunity
Is it possible to override the default probability percentage at the Opportunity level in Zoho CRM? I know you can change the default percentages globally, but if we have a Stage 5 deal that defaults to 80% and we learn that a new competitor has been
Last Name not known
I am in the process of transferring my contacts in to Zoho CRM. Half of my contacts do not have a known 'Last Name' or I only know their job title and no name. How do I import these, given that 'Last Name' is a required field? I have thought about putting
Creating a new lead for a company without having a contact last name
First day on the system so apologies if this is remedial. How do I add a new company as a lead if I don't have a contact last name (which is a required field and not editable)? I will often come across a company I am going to target and not have a contact
Why is the last name required in leads
I have a company that I wish to call, but I don't know anyone there, and I'm calling to find the contact person. It's a lead, but without a contact name. What do I do, just put "None" in the last name? Seems kind of retarded. Or is there another way to
Primery Key on Last Name
Hi, I am a new user of Zoho CRM, and I have a doubt. Here in Brazil isn't common to use the last name as a candidate or contact identifier (require field), so I looked up a few posts but haven't found if it's possible to change the primary key last name
Make Last Name field in Leads and Contacts Unrequired (workaround)
There has been a lot of talk regarding making Last Name field an unrequired field. As it's not available yet here is a short tutorial video considering a workaround using import/export of translation in CRM. Also includes how you can undo if it's not
HELP with best practice for a real estate business
Hi I'd really like some guidance with what is considered best (and most efficient) practice for a real estate developer business. Our business often has up to 50 properties (products) listed for sale via various online portals (realestate.com.au, domain.com.au
How to turn off call button?
Hello, after this weekend new Call button appears next to Lead phone number. It is distracting and we want to turn it off. How can we do it? Thank you in advance, Ivan
Product Description length is limited when Quoting
We have historically quoted small parts with small product description fields with no problems. We are now trying to quote larger packaged systems but we find that the product description is limited to a relatively small # of characters. We may have a
Leads Importing related
Hi we are trying to import leads in customised format but not able to. So can anyone please help to solve this issue?
Can I modify field value 'programmatically' when constructing URL in custom button?
In the lead module, I save the phone number. Then I try to create a custom button so when our user click the button it will open the Whatsapp App in the Web Browser. to open the Whatsapp in the browser I have to open the URL using the format below https://web.whatsapp.com/send?phone=(country_code)(actual
Linking contacts doesn't process "on edit" workflows
We have Zoho CRM setup with a Student to Class custom module. When we assign a student to a class, it doesn't count as an "edit" and therefore won't process workflows that need to happen when something changes. For example, if the class is full, I need
CRM Analytics - help me understand "previous period" and "previous period relative"
I want to do a week-on-week comparison.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Zoho Sheet View 'Account Name' column locked
This has changed recently... We used to be able to update a list of 12 records' Account Name in sheet view. We have been doing this for 2 or 3 years. Suddenly that field is locked and I have no way of unlocking it. Can anybody help this has slowed down
Changing API Name secretly appends __C
When I edit the API Name for a custom field, it displays correctly, but when I refresh the page I see that the system actually appended __C to the name. For Example: In API names I edit the name of a field to be Plantango_Id When I click on Save the screen
How to filter Related lists
Hello I would like to get filters on related list e.g. if you see accounts, the related list are sales orders or opportunities. I would like to place filters here like (sales orders last month, all opportunities without status lost). The lists can get
Basic Set-up guidance please!
Hi, I was wondering if maybe I could get a little push to get me going in the right direction as far as my workflow, as my business process is unique. I broker (buy/sell) used construction equipment. I would mostly like my CRM to track the activity flow
Adding deals to leads
Is there a way to add a deal to a lead that hasn't been converted to a customer? I track sales success by the value of potential deals associated to leads not customers! My workflow is as follows; Cold Lead >> Warm Lead (with quote attached) >> Hot Lead
Zoho Sheet View - Deal Module
The Zoho Sheets View just got a big update. Link to update summary is here https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/using-zoho-sheet-view#How_does_Zoho_Sheet_View_help_a_sales_rep There are a few great
Floating Cookie icon - blocking content
Not about CRM - but is about the documentation website(s) Floating Cookie is in the way - how to make it go away?! Happens on this page: (and others) https://www.zoho.com/crm/developer/docs/api/v4/modules-api.html In the Left Navigation area, scroll to
AdWords information not coming on Zoho CRM
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM.
Problem with workflows and Lead Conversion Automation
Hi, I tried everything I could think of on how to accomplish this with workflow automation: "When a lead is created or edited, apply some actions (such as field updates), wait and then convert". Basically, you cant delay a workflow if you plan to convert
Transfer data from one sandbox to another sandbox
We have a sandbox with test data. We have created a second Sandbox. Is there a way to transfer data from the existing sandbox to our newly created sandbox?
Contacts Who Are Buyers AND Sellers. How to track deals?
Hello, I have a list of contacts who are mostly buyers. On rare occasions, these buyers also act as sellers. I currently have all contacts saved in the Contacts module and I have a custom field named "Contact type", where the selections are either Buyer
Webform embed to Wordpress - copy paste not working ?
Hi, I tried to copy paste the webform code into my wordpress page, but it wont paste onto my wordpress html. I copied to notepad, it is working. I copied bits by bits to my wordpress, it was working until i reach certain part of the code, which wont paste
Announcing product bundle training for partners
Hello partners! We thank you for your participation in our product bundle training survey. We are delighted to share that we had an overwhelming response to the survey, and we extend our sincere thanks to all our partners. We treasure your contributions
Error when trying to send an email
Hello, When I try to send an email to an email address that belongs to my organization, I get this notice: What happen? Thanks!
Column Alignment in Emails
When the column feature is used in the email template builder, the alignment changes between the change from the editor, to preview, and then on to send. Although the alignment is barely off centered, when the rest of a email perfectly formatted and centered
Clarify Workflow execution on Date/Time Field recurrence
If the given date field is set, the workflowis queued. What happens if the given date field changes 1 or more times? Does the queue get reset each time the given date field changes or is it attached to only the first set of the given date field?
Send an email template from deluge
Hello. I've the following function as an action in a workflow: plaatsingInfo = zoho.crm.getRecordById("Orders",plaatsingId); info plaatsingInfo; kandidaatId = plaatsingInfo.get("EmployeeID").get("id"); kandidaatInfo = zoho.crm.getRecordById("Employees",kandidaatId);
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