Missing custom file upload field in subform
I am guessing no file upload option is a known constraint? (to potentially prevent overloading hosting capacity etc.) any plans around supporting such fields in subforms in the future?
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3.
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3. Question in the title. How can I achieve this?
Mail Merge does not maintain line spacing when emailed
I create a mail merge document and the template looks great, with line spacing between paragraphs. However, when it gets sent out as an email and viewed in MS Outlook, the resulting text is all bunched together with no line spacing, but when it's viewed
Cant add Procuts to Sales Order
Hello, my product list is empty when trying to add a product to a sales order. All saved products are marked as active.
Quotes adding products - Bug with readonly custom fields
Hey team. When I add a custom field in Products layout, and also add that field in quotes.Articles layout (subform), and then mark it as readonly for Quotes, it does not bring any value. Steps to reproduce: 1) Edit Products Layout 2) Add custom currency
Change Marketing Source of Converted Lead
We use a picklist for our marketing sources we use and need to find a way to access converted leads to update some that were not filled in before we made the field mandatory. Is there any settings or way in general to open a converted lead and change
New to Zoho: how do you handle deals with recurring revenue, and future cancellations?
We have an insurance agency. We get residual income from policies as long as they are active. I've seen some other posts on this, and have some ideas on how to handle tracking residual income. What should i do with the pipeline stage, if i replace a policy,
Possibility to export values from the picklist history?
Hi there, I have a question about the picklist history tracking. (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) Is it possible to export the data for all profiles at once, or do I have to export
Importing number in decimal from excel file shows nothing.
I created new field named "Annual Return" and in my excel file there is the same column name "Annual Return", which is automatically matched. I tried to import data from excel file and everything seemed fine. However the result was not showing the number
Sales Tender and Payment Details
We actively use Zoho CRM in our engagement processes. In price offering / tender stage, we create a firm profile and record the information of the tender in tender section under firms menu. When the tender is accepted by a customer and engagement process
Sales order as a service and forced for won deals
Hi all! I am a service company, and provide services to my clients. So, whenever I win a deal, I would like to force the user (seller) to create a sales order with the detailed estimation for this service. On the other hand, some of the "items (products?)"
Is it possible to make a contact kanban based on campaign member status?
All our activity is organized around campaigns. We put a number of contacts in a campaign, email them, call them and move them through different stages with the field member status. We must use member status insted of contact status because different
Changes in lookup field column headers
Hello everyone, This post serves to inform you about a minor change we've made to data backup files, wherein we've modified lookup field column headers for consistency. Previously, these headers were formulated to end with "space Id", whereas they're
Automatically create a Project that appears in Zoho Books when a deal is won.
Hello Zoho community! I have been trying to set this up by myself but I cannot seem to find a way to automatically create a Project once a deal is signed with basic info like: custom project code project length in weeks start date end date budget (deal
Export contacts INCLUDING account name
Hi How can I export my Contacts WITH their associated Company/Account included. The monthly Data Backup exports Contacts and Accounts as separate spreadsheets. I need the Company/Account field included in the Contacts sheet. eg. the exported spreadsheet
How can I associate client account from CRM to a new project using deluge
Hi, I am using zoho one product an i am having a little issue in associating the client account information with the new project using the deluge in custom function when I execute the script it creates the project as is intended to be, but when I check
Limiting stage changes?
Is there a way to limit who can closed a potential, but still allow other stage changes?
update records from reports
is there any way to create a report, and then mass update either the records or be able to add to campaigns using those records? this is what i am trying to do: we have within our accounts, when the last time the client worked with us, but i need to email
Email customers communicating and lead source extension numbers via Zoho Telephony
We have two tasks that we want to accomplish: 1) communicating with customers via email within ZohoCRM (without having to use an email provider such as Gmail or any other. 2) tracking the sources of traffic coming in via call through the use of an extension
How to deploy sandbox edited code to production in zoho crm.
Hi, I have createdfunction in zoho sandbox and deployed to production. And after some day I get new requirements and edit my that function but I does not found the way to deploy edited function into production site in Zoho CRM. When I check in the production
Properly setting up an email follow up sequence in Zoho CRM?
I have read other posts and I am still getting emails sent too soon even though I specify a specific time and the emails are stepping on each other. So, step 1 a guest completes a booking. Then we want to send an interval email sequence to get them to
Automatically merge leads
Please may I ask for your advice. When someone enquires about our business, a Lead is created either automatically (if they enquire online) or manually (if they enquire by phone) in Zoho CRM. However, some people have made multiple enquiries, which means
Stage Duration
When I generate a report for the stage duration it shows duplicates from the deal from all the different stages. I would like to run a report where it will only show the stage duration from the current stage that it is in to see how long it is sitting
Stumped on Client Script if statement
I'm new to JavaScript, working on a couple client scripts in CRM. The issue I am having is with a conditional statement where I am trying to validate that a field is neither null nor zero before doing some calcs. The if statement is: if (propBldSF !=
Unable to Apply US Sales Tax Exemption
Our US 501(c)3, tax-exempt, nonprofit is currently using Zoho CRM (Enterprise), Projects (Enterprise), and Analytics (Premium). We began communicating with an agent from payments[at]zoho.com in June 2022 and that individual has been unable to help us
What's the best way to set up an email follow up sequence in Zoho CRM?
Hi everyone, My apologies for the long and detailed post, just wanted to provide some context. I've been researching the best way to set up a sales email follow up sequence in Zoho CRM and would love to hear from the pros on how you would recommend doing this. It looks like it can be done in different ways perhaps using autoresponders or workflows but after attempting the autoresponder route, that seemed clunky so I've went ahead and set it up using tags and workflows, but I'm wondering if what I
A Function to update a field in all contact records under an account?
I largely understanding the basics of writing functions with a 1 to 1 relationship, but I'm missing something with a one to many. I'm sure i'll need to make use of for loops, i'm just struggling to pull the information correctly. So i have 2 use cases.
Looking for sms/mms app where I can use my voip number and has a mobile app
I currently do texting through my pbx, freepbx/asterisk. I want to integrate this into my crm. But I still want to have a mobile app for texting too, I have this today. I would probably port my numbers over to twilio or similar for this. I wish there
How to CC email addresses when sending to multiple contacts?
Hi all, When I select 1 contact and click Send Email, I am able to CC other emails addresses. If I select multiple contacts and click Send Email that option is not available! I dont know why. Is there a workaround for this? Thanks
lastname shouldnt be mandatory
Hi Guys, as we´re working with webforms for our leads, in the first webform we can just ask for FIRSTname. How can we make lastname NOT mandatory? In the modulesettings we cant change systemfields. Marco
API name history table
Hi. I have enabled the picklist option to track the history of a status field in my leads module. I want to tranfer this data to Googel BigQuery. Where can I find the module name or api name of this specific history table?
how do i make the Last Name and Company fields not mandatory/required
Hi, Out of the box, Zoho CRM makes the Last Name and Company fields mandatory/required. This means I cannot save a new lead without having to enter Last Name and Company. However, that doesnt work for me because we need to import leads sometimes only with email address and later as we know the customer we can add names and companies. So, how and where do I make the Last Name and Company fields not required/not mandatory? I dont need to delete them, just to make them optional. Thanks! David
Can Accounts and Contacts share customer fields?
Is it possible to have a single custom field that shows up on account and contact record? For example: - I would like to use a field called 'Publication Type' and for this to show on the Account and the Contacts attached to that account. THanks
Integrating Zoho with e-commerce site
I am looking to integrate Zoho with our website e-commerce store. Currently we use WordPress and WooCommerce, but we would be willing to change in order to fully integrate with Zoho. Thanks. Josh
Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together
Greetings from the Zoho CRM team! Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have,
Is there a way to find a related list is coming from?
I'm working at company and they had someone create a CRM but so many things are disconnected, so I'm building to connect and redo the CRM. However, I can't figure out where certain related lists are coming from. I would check a place to see if it has
Tracking recurring revenue
As long as a contract is active i get recurring revenue from it ever period (depending on the contract this is typically: monthly, quarterly, or yearly). Most contracts renew on the calendar year, but some renew on the contract signing date. Some are
Can i add my Pick List into predefine Pick list?
Hello everyone, I have created some Picklist in my Deals and task modules. But whenever I have to update this list I have to update in both module one by one. Is it possible that I can add my Picklist into predefined Zoho picklist? or any other option
some of my data imported incorrected thanks to excel. Easy way to fix it? or just undo the import?
excel truncated leading zeroes on some fields, and saved some other fields in scientific notation without me realizing. 'i.e. +1.24e4'. I used excel to manipulate my data from salesforce before importing into zoho. I've been putting live data into zoho
Contacts X Campaigns - Native n to n relationship not available as trigger for WF rules
Dear Z Community, I need to use an entry in a related list as a trigger for a further action. (every time a Contact is linked to a Campaign) The problem is, that relationship already exists in CRM (Contacts linked to campaigns) but that relationship is
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