Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
Incorrect Format of Home Currency
Hi, I'm using Zoho CRM where my Home Currency is set to Pakistani Rupee - PKR. When I go to General > Company Details > Currencies the format that is being showed is PKR 12,34,567 . Settings for this format are Symbol - PKR, Thousand Separator - Comma,
Form web prevent redirect
Im creating a web form, and ask me for redirect the lead after sign up, but i dont want to redirect. How can i prevent the redirect?
Test the if a facein a photo is alredy in my contacts
Hello, I'd like to ensure that our partners don't create duplicate accounts. Although it may seem like a niche issue, it's important to address. Can Zoho AI(Detect Face or something else) be utilized to compare a newly uploaded photo against the face
Need more CRM Fields in Webhooks
Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_
Change user field when changing another field
Hi there! I am trying to make a user field update when a user edits an open field, For example If I, Jhonny edited field A I want field B to change automaticlly to Jhonny so I will know who changed field A without relying on the timeline becasue it doesn't
Zoho CRM edit name of Attachments
Hi, I am looking for a way to edit the names of attachments in Zoho CRM as records are upserted from Zoho Forms. How can I edit attachment names? The way I would like to use it is to integrate Zoho Forms with Zoho CRM and have file upload fields in Zoho
Facebook and Twitter's organic leads
Why do Facebook and Twitter's organic leads generated in Zoho CRM have no contact information like email or phone? Can the contact infos be added automatically from their Facebook or Twitter account as they are created as leads?
How to send Quotes/Invoice as a PDF automatically.
For those who are finding the solution like me, Look up how to send pdf with mail merge You can send a mail with fields of your choice! You can watch this video for further clearance https://www.youtube.com/watch?v=yT7qqyyLuDg&t=699s There's a catch though...
Zoho CRM - Default User or 'All' for Email module on 'Related List'
Hi there, I don't seem to find an answer to this: is there a way to have 'all users' emails or emails from 'record owner' selected by Default on the Email module in the Related List for Leads/Contacts? At the moment, you have to go & select manually from the drop-down. Cheers!
NO "ALL EMAILS" VIEW OPTION IN ZOHO CRM
Amazingly, Zoho CRM does not have an "All emails" view option in any of its modules (companies, contacts, etc.). So there is no way to track the email history of clients, suppliers, etc. in one view. Instead, it forces me to individually check all email
How can I see a list of all contacts, who didn't reply on my emails?
Each Contact has a module Emails and you can see whether this person reacted to your email or not, but how can I see a list of those contacts who didn't react to my emails? Is it possible to see it? We have a module Messages, but it's working only for
Create Note from Deal Field
I'd like to create a Note (related list) whenever the Deal field named, Next Step, is edited. Exp a user updates the field named, Next Step to: 5/11/2023: Send contract for signature. The function would create a new Notes record.
Alert to user when custom button function runs
How does one alert a user of the result of a custom function which triggers via Button? I have Deluge code with a button at the View Record (not View List). openURL() does not work. Ideally there would be a standalone function that uses a single text
My Team not able to access all contacts
Hi, My team has been given access to view all contacts available in Zoho CRM, but they are not able to view them. They are getting the message that (the record you are trying to access is not available), yesterday only we gave access to view all contacts
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Help with my unattended records through time-tracking filters
Dear Zoho Support Team, I hope this email finds you well. I am writing to seek assistance in creating a new field in my Zoho CRM account that auto-calculates the time a lead spends unattended Currently, I have a sales cycle with 10 stages:The first two
Integrate Zoho login button with third party application
Hello, I'm having a problem with connecting an API to a third party application. Currently I'm trying to generate the authorization code for a CRM API but I'm struggling to figure out how to put the "Login with Zoho" button on the website that the documentation
Scheduling Monthly Revenue
How do you schedule monthly revenue for a single sales Opportunity/Potential? Ex. The Total Opportunity/Potential is $90k and the revenue will be earned/recognized over the next 3 months...$30k for October, $30k for November, $30k for December.
Update "member status" in CRM campaign
Dear Z Community. Is there any way to automate the field "member status" in CRM Campaigns? I just can see it in reports, but nowhere else (WF rules, Z FLow...)
Spam in Zoho CRM
Team.. Is there any way to track which spam email reports were sent via mass/macro email to my prospects/recipients in Zoho CRM. This is very useful for fixing the subject and body of email templates to avoid spam in the future. Please guide and advice
Need a Solution for Calculating Rehab Costs in Zoho CRM with 74 Rows
Problem: I have a customer who is a real estate rehab investor/broker. His team of agents will visit multiple homes per day, and his team fills out a "Rehab spreadsheet template" for estimating rehab costs. The template has 74 rows and three columns (Quantity,
How to capture ip address in Zoho web froms and save to contact modue
Is there any way to get the ip address of the user who submitted the zoho web form, ( please its not zoho forms, I want it for zoho web forms ) thanks
Multiple Dashboards in Zoho CRM
Would it be possible to allow for more than just 2 dashboards (personal & a second) to be available to CRM Users? With the limit of 10 modules per dashboard I am limited on what I can add and push to my users. The only other option being to spend time
More Color coded Picklist Values needed
Hello, our use case is the following: we receive car data from customers and we have to price them quickly. We worked in our own custom CRM before and we color coded every value from green (good) to red (bad), so that our pricing employees are able to
While adding leads from laravel app using php sdk 2.0, Lead Source not reflecting in CRM Leads
I have integrated Zoho CRM in my laravel application to push leads from my laravel portal to zoho crm using PHP sdk 2.0 https://github.com/zoho/zohocrm-php-sdk-2.0. I have implemented below code to create records (leads) in CRM $record->addFieldValue(Leads::LeadSource(),
"Tracking Lead Sources Over Time: A Report on Leads and Converted Leads (Accounts)"
Hi there! I have a client who wants to monitor their converted Leads (to accounts) and unconverted Leads in a single report to track important metrics such as conversion rates and ROI on lead sources etc. I am looking for ideas on how to solve this: I
The best way to migrate data to Zoho CRM and link them all together?
Hello, I am about to migrate date from a CSV file to Zoho CRM. The CSV file contains several data: Contacts: This should go into the regular "Contacts" module Companies: This should go into the regular "Accounts" module Subscriptions: This should go into
Leads were sent but are not in ZOHO CRM
We sent emails but they didn't reach Zoho CRM. Changed password from account recently, API key changed as well. We are in need of those leads. They are vital for us because we lost a lot of money on advertisement.
What is the framework the Zoho CRM built on?
Hi, I would like to understand the technology stack and the framework that Zoho CRM is built on? Thanks in advance!
'Convert' Button
I have set up a number of leads and would like to be able to turn these into contacts and/or accounts. When I follow the instructions here https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads#Creation_of_contacts_and_accounts_upon_lead_conversion
Import date into leads
Good morning, I am currently evaluating Zoho CRM. I have a custom field in my Leads module. The field is for a date. Trying to import data into this field from a csv file has been very troublesome. I have tried all the formats that have been documented. I should be able to import a date (ie: 01/01/2017) but the only format that as worked is when I manually added a time value to the field data (ie: 01/01/2017 00:00:00). This is very frustrating. I should not have to alter my date data in such a manner
Can CRM portal users change the Deal stage (or any other field associated with a blueprint)?
Hi, My company is hoping to use a CRM portal to give our sales partners (i.e. people from outside my company) access to Leads and Deals so that they can carry out negotiations to sell my company's product. When our sales partners use the portal to access
How to keep track on cancelled meetings.
Hello. Our organization books meetings. Sometimes the lead never doesn’t come on the first meeting booked. We would like to keep track on all of our cancelled/unattended meetings. Any thoughts ?
How to send Mass Email
Hy , How to Send Mass Email from Lead Module without using Email Templates.
Button to distinguish contact role as primary
This is a function available in Salesforce for contact roles on opportunities (deals) where you can specific who is the primary contact out of all the contact roles added and it adds a specific label to show this in the role list; this would be nice to
Enhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within
CRM for Insurance - Track Submissions
I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions. This tab brought up a pop up where they could
Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
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