Can I require all changes in a record to need to be approved for a trainee?
So I'd like to set up a short-term approval process for a trainee. Any changes they make to a record will flag that record for review before the changes are approved. I have a trainee that will be going through and sanitizing a lot of data in the CRM,
Portal customisation
Hi guys How can I customize the portal? Ive tried lots of different things - including trying to implement Zportals (which just didnt work at all). Id like to display tabs across the top (each tab is to display a separate form); and show Related Lists
CRM Dashboard Component "Deals by stages"
We have an issue with the funnel view on the CRM Dashboard Component "Deals by stages". We are using 6 stages + closed lost + closed won. Each stage is mapped to a probability (5-90% + 0% + 100% ) Looking at the funnel the view does not follow the order (increasing % of probability) of the stages. That leads to a totally wrong display of the funnel. I could not find settings of configure options for the funnel. As it is at the moment it is useless. Does it work with you? Do I have a configureation
Create Sales Order Button From Potentials Module
I am having an issue creating a button to convert a "Potential" into a Sales Order.
Zoho Campaign Email Reports - Tracking History need to update in Zoho CRM Lead Contact in particular field
I sync Zoho CRM with Zoho campaign and create list then send campaign. Now I want to update particular custom field in Zoho CRM like Email is Clicked. For Example I have lead in CRM that have custom filed Email info. Now I sync that contact in campaign
When I create a quote from a contact, the address is not populated.
When I create a quote from a contact, the address is not populated. In the help file, it says: Billing Address* Specify the billing address of the account or contact to which the quote has to be sent. If you have selected the account or contact, the corresponding billing address is automatically filled up. The same is true for Shipping Address. When I create a new quote, select a contact that I already have in the system, the address does not show up. The fields for Billing Address and Other address
Add fields to Log a Call
In the CRM Setup when I click on field list under Call Settings there is no button for New Custom Field. This option does appear under Events and Tasks. I want to add a Status field to indicate if the call is Active or Completed. Thanks Herb Wexler
create a button in Zoho CRM to Zoho Books
hey, I would like to have a "create invoice" button in the CRM Deal module, which brings me to zoho books. In books the new invoice - page should show up with the prefilled customer data.
How to copy and combine two field value to another field?
Hi, I am new in Zoho CRM and not familiar with programming. Please advise how to combine two fields and display the value into 3rd field. e.g. Field One: xxx Filed Two: zzz Field Three: xxx-zzz It is very easy and straight forward to be done in Zoho
How can I pre-populate hidden fields in Typeform?
I am tyring to use hidden fields in Typeform to collect the contact's email address. I tried using the Typeform extension for Zoho, but it is requiring that I ask for the fields I'm wanting to populate via the hidden fields. (Duh. I could do that, but
Hide convert button in lead section
Hello, Is there a way to hide the "convert" button on the lead pages. We would like to ensure this is not available for specific reasons. Thank you
CRM WF rule based on Campaigns email behavior
Dear Z Community, Pls see below link. I'd need the same effect but with email behavior from a Zoho Campaigns workflow. In the article just IMAP email from CRM is mentioned. Can we achieve this somehow? Please advise Workflow for Emails | Online Help -
Using an Accont Alias Name for easier locating
We have a lot of customers that have either changed names or have been acquired by larger companies. Is there a quick and easy way to have an alias name for companies so if we search by a new company name or acronym they will appear in the search results?
Workflow Rule If Certain Field not changed in X time
Hi, I need help setting up a WFR for Contacts. I have a Field called AH Level with Statuses AP1-AP8. If the status is on AP1 or AP2 and the Status has NOT changed in 30 days it should Create a Task called "Contact Name has not changed Status in 30 days".
Execute a Scheduled Actions after 5 minutes
Hello Zoho, That would be great having the possibility to execute an Scheduled Actions after 5 minutes. Currently, we can choose between 10, 15, 30 or 45 minutes. I think it's a simple change for Zoho that would bring quick value for customers.
Photo gallery
I would like to create a photo gallery for the modules (mainly the product module). Could you tell me how i can do this? Await an answer
CRM cannot be used because of SalesInbox
Hy, We have Zoho's Enterprise with 8 users, additional storage, and premium support We have been deeply disappointed with SalesInbox. Despite trying to use it, it still does not work properly. It does not perform the tasks that every MailClient does -
How to change currency symbol Sfr. to CHF
Hello, I just notice in CRM, being in Switzerland we use Swiss Franc. The international symbol is CHF. However it is displayed as Sfr, that is the swiss german writing of the currency. How can I get the CHF symbol instead ? In the Deal module Thank
Product Name Lookup Feature (Inadequate)
There should be an option to filter the products in the "Product Name Lookup" pop-up window by at least the "Product Category" field. Additionally, when the "Product Name Lookup" pop-up window is opened again, it should display the last search/filter
Webhooks daily limit
Hello, Upgrading our plan, we can now use webhooks, but looking at the documentation there : https://www.zoho.com/crm/help/automation/webhooks.html#Set_Up_Webhooks I have found that there are some daily limitation : "If you exceed the maximum count per
Attachments in emails?!
Hi, we enables dropbox CC feature for our sales team , they send many introductory emails to leads/contacts which has profiles and data sheets the issue is that after a while, the CRM storage got full, I checked with Zoho CRM support for a way where I can view the attachment files list and delete the unnecessary ones or duplicated ones, they informed me that there is no way for me to achieve that!! the only workaround is for me to go through all my records one by one (more than 10,000 reocords) and
Ability to associate emails to a Potentials, Contacts or Leads
Wouldn't it be nice to be able to associate incoming and outgoing emails to Potentials, Contacts and Leads.Other than the recipient or sender. The Zoho Outlook Plugin can do it, why not within Zoho Mail. Many businesses, such as brokers, finance, banks,
Product Lookup List Problem
Hi, I have a product lookup field. When I search the lookup list for products it also retrieves all "inactive" products. We should have an option to include/exclude "inactive" products when adding the product lookup field in the module builder. I deactivate
Account search not working
Hi, If I am adding a contact and when I go to the Account field, a drop down box pops up with account names, but when I start to type a name, it shows No Results Found. Even I type one of the names that shows up in the box before I start to type, I get
Import data from Bigin
Dear All, Zoho CRM provides you with multiple options to migrate data from your existing systems into Zoho CRM with the help of our data migration wizard, thereby reducing the hassle of manually importing data. In line with that, we've now added the option
How to creating tag by deluge crm
Deluge data = zoho.crm.getRecordById("Contacts",conid); lastname = data.get("Last_Name"); // info lastname; Account_Name = data.get("Account_Name"); // info Account_Name; Shipping_State = data.get("Shipping_State"); Lead_Source = ifnull(data.get("Lead_Source"),"");
A/B Split Email Testing from within Zoho CRM
Does anyone currently have any sort of A/B split testing happening from within Zoho CRM? We currently use workflow rules within Zoho CRM to send out emails, but are hoping to do some A/B split testing to determine which email work best. Is anyone doing
Scheduling a call with a contact related to another contact
I'm looking for a way to schedule a call with one contact and associate the same call with another contact. Typically, I would imagine this can be done by using the "Related to" Field in the call. But I can't find the option to associate a contact here
Multi-vurrency for products?
Hello, i couldn't find multi-currency option for products. it is just shown Try and i also added USD from general setting module. i can just add value and it directly add TRY on the system without asking me. how can i change this?
How to fetch data from subform in server by Client Script?
Hi all, I need to call data in Subform from server to compare with data on web browser. I tried to use fetch data by fetchByID, but I can't find info of Subform. Please help me!
Using Deluge, how to loop through all Open Meetings?
Hi I need to loop through all Open meetings. My code is: getMeetings = zoho.crm.getRelatedRecords("Events","Deals",deal.get("id")); for each meeting in getMeetings { // do something } However, this loops through all Meetings (Open and Closed). Ive tried
Button to create a sales order from a deal in Zoho CRM
Hello, is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order. I need to send a total invoice
Can I assign price books to contacts, invoices or purchase orders?
Hello, I recently created several price books in Zoho CRM and assigned products to each price book with special prices. But I do not know how to assign the price books to contacts, invoices or purchase orders? The best way would be to assign a price to
Update data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point to
Subform in template
Hi! I want to make a template in the inventory section, to print from the Quotes module. But I can't add data from a subform to the template, the system tells me that the fields of the subform are not compatible with the template. I also can't create
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
Retain Emails for Deactivated User in CRM
I have CRM Plus. If a sales person leaves, we loose all email history for the Lead, Contact or Account. That is a major flaw in the product. I have been told I can take a backup. There is no way to import email into CRM. How do we keep the email history
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
About aliases for fields on layouts Zoho CRM
Hi team I am managing Zoho Crm, where when parsing a deluge script where I see the following code: debtCopayment = potential.get("Copayment_to_Cover"); But if I look for the Copayment_to_Cover field in the layout, I can't find it, which makes me think
Add 'Years' Option to Workflows
To keep it brief, I was trying to set up a workflow to add 2 years to a date field automatically as an update field action (with the trigger being the date itself) and saw the option to change the date by 'Days' or 'Hours' - because of leap years triggering
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