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
Zoho CRM + Zoho WorkDrive: the first step
Find all the files you need instantly, streamline your sales process, and close deals faster! With the Zoho CRM and WorkDrive integration, your sales team will now have access to the newest files, constantly updated in real-time. WorkDrive acts as the central content repository for your team, making all critical sales material and other documents available in a single place. This means better communication, effective collaboration, and overall, a great customer experience. Streamline your workflow
Is it possible to create a preference centre for ZOHO CRM Emails
Hello, Slightly more complex question. Is it possible to create a preference centre for ZOHO CRM Emails? By preference centre I mean a form for different 'opt in' (marketing lists) lists. Exactly as you would in zoho campaigns. I know it is possible to
Zoho CRM Field Formula - Not Working
I am trying to create a field so that anytime the related field (Hubspot Source Data) has "Offline Sources" selected, then the formula will return 'No', and return 'Yes' in all other circumstances. Below is my formula, why isn't it working? Any ideas?
CRM Dropdown/Lookup - Set Criteria
I know on Creator you can set criteria for a dropdown or lookup in order to filter it. How can I do this in CRM, as I can't seem to find where I do it. Thanks
Filter a Lookup
Hi, Is it possible to filter a lookup, I am adding a lookup to a custom module that looks up contacts in the Contacts module but I only want certain Contacts to appear in the list. Thanks Gordon
Showing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the Contact
Filter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookup
Lock potential stage
Hello, I would like to lock the potential stage when it reaches a Closed stage (Closed - Won, Closed - Lost or Closed - Cancelled). I don't want to allow my users to reopen a Deal once it is closed. I have created a Blueprint for the Stage field which locks it, but once the Blueprint ended in one of the Closed stages, the field is editable and the user can move the oportunity into any stage. Can this be done? Zoho support was not very helpful (as usual). Thanks, Robert
Lock a Won Deal
Hello, we created a Pipeline with a Blueprint. Once we complete the process and reach the last Stage in the Pipeline (Deal Closed (Won)) I can see that deal in the last stage of the pipeline but since they completed the conditions, once they arrive to
Roll Up Field in Zoho CRM
Can we add the values of a numeric field of all records of potentials and save the sum in a field in another custom object?
Lock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed won
Showing unlinked data within a record
Good afternoon, I'm trialling an idea for our CRM and want to know whether something along the lines of the following would be possible. We currently use a Custom Module named Leads for potential new business. Ideally, in a scenario where we know a rep
Send values from one field to another
Hi! I have a somewhat complicated situation on my hands. For a very specific situation, I need to save in a field, the phases through which a budget goes through, discarding certain phases. Field 1 to field 2. This so that later, with another field 2
Search CRM records with "ends with" comparator
I am trying to search for contacts by email domain (rather than an entire email match) Is there a way in the CRM API, to search for records using the "ends with" comparator? I see there is a "starts with" comparator, but have not seen any documentation indicating that it exists. Thanks.
Have a workflow stop if there is a response on a channel
So i want to set up a single workflow with both email and sms touch points, example could be marketing to leads, or appointment reminders. If a lead responds back to an sms or email, i would like a notification sent to a sales rep for them to take over
Workflows set to send to leads but being sent to contacts as well
Is there currently a known bug for this? I've setup a workflow in Zoho CRM just to focus specifically on 'Leads'. However, it's also sending directly to contacts too. This needs to be fixed ASAP.
One Drive
Hi, I have tried to upload attachments from onedrive. THis has been hanging for at least 10hrs. Does it still not work with OneDrive for Business as I thought it now did?
Linking records to track referrals and mainting that link when converting the lead to a contact?
I'm trying to track referral sources, i get a lot of business from word of mouth and i want to track that and create automations to thank those who give me referrals. So lets say i have an existing client "John Smith", and he has referred about 15 clients
Product image in quote???
is there a way to add images to product i see that someone else write this question buthas 5 months without a reply can u reple this please
Customer Support Chat or Email? (Zoho CRM)
Is there a customer support chat or email that is awnsered fast? ( Zoho CRM) Just got 3 license to start using zoho and already got some problems.
User profile pictures not updating
Last week a couple of users added a pictures to their profile but this has not updated across the organisation and it is still showing the default blank white head. How long does this take to update?
I have two Associated Items in a Transition, How to make only either or condition for only one Associated Item to be filled for completing Transition?
Hi I have setup 2 associated Items in a Transition for moving from one stage to another in Zoho CRM Deals Blueprint. For Example to move from Presentation to Demo Stage, The Transition requires Either to Log a Call or Log a meeting, before it can move
Insert Product Image in Quote : Product Line Item
Hello Can we insert product image in any inventory modules : product line item level? If not, can we embed in the HTML templates? So that we can view those product images in PDF/Emails? Please let me know if the above mentioned feature is possible or
How many currency fields can be able to add in Zoho CRM?
Is it possible to add more than 10 currencies? Any workaround for this?
CRM Workflow rules
Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time
Newly imposed limitations in the Calls Module?
I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access: So I then head over to CRM and find the corresponding automation, only to be confronted with
Adding more Currency fields
We are a finance company and need to have/add several more currency fields in our credit application, etc. We are maxed out. This was never explained to us by our Zoho partner. They are saying we are limited to Can you please help us make these modifications?
CRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change
How to see which scoring criteria my contacts meet?
Hi! I've laid out a scoring system in the CRM as well as in Campaigns, but I am not sure where/how I can see which scoring rules my contact meets, specifically. Is there a way to do that?
New user can't load crm
I created a sub user and tried to log in myself with an incognito window in both firefox and chrome. All i get is a mostly blank page, I get the "CRM" bar on the topk with no modules, and a white screen with gray boxes where my dashboard modules would
Does the Exchange add in work if you have an on-premise exchange server as opposed to cloud?
I managed to it installed on my outlook client, but when i try to associate an email, i get an error. "The Exchange and Shared mailbox have no support for the Associate Email feature". Is this just incompatible with on-prem self hosted exchange? Or is
Additional email receiver does not receive email notification.
Hello team! I set up a work flow rule that sends a "new lead" email notification to the lead owner, sales director and myself every time a new lead is created in Zoho. I wanted to add an additional email (my boss's email) as a recipient but he does not
CRM incorrectly asserts that emails are bouncing even when Zoho is the MX provider and delivers to them correctly.
Folks, All of the salient points in this video are blurred. Zoho support has an unredacted version. Zoho CRM asserts that email addresses are bouncing even though Zoho is the MX provider for those email addresses and all external inbound email to those
Changing a quote status when converting a sales order.
I would love to see that when you change a quote into a sales order that the status could change to Won.
Upload a Attachment in ZOHO crm by API
Tips of the Day We can Upload the Attachment inside the Zoho CRM in a record using API. File Type:- Any file type like (mp3,jpg,png). First Get the file and make it a file resvp = zoho.crm.getRecordById("Leads", lid); attachment_Id = resvp.get("MP3_File").getJSON("attachment_Id");
Word Template Merge Not Working
Hi from the UK, I set up a new computer yesterday and today I am unable to merge an existing Word Template, on either the new or old computer. Basically, I select the Template then select the Contact and click Merge. All that happens is a blank page is
integrating lead module with zoho desk?
Hello, I wanted to integrate all of my leads including contact and lead modules but Zoho just allows to integrate ''contact and account modules'' between Zoho desk and Zoho Crm. The majority of my customers are in the lead module. How can I solve this
SalesIQ Online Visitor not displayed in CRM
Hello, I have 2 users who are - administrator in CRM - administrator in SalesIQ The SalesIQ - CRM integration is active. For one users, the Visitor Online "widget" (I don't know how it is called") is displayed at the bottom of her CRM window (screenshot)
Delete duplicate events in calendar from google sync?
I accidently synced my personal calendar as the primary, and then set up "unavailable blocking" for my work calendar. I corrected it, but now my zoho calendar is full of duplicate events. how can i delete all calendar events that were imported from google
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