Look up table and Related list
Is there a way of matching multiple look up table to the same related list rather than creating a different one each time?
Email templates: is is possible to have the "From" field a custom value?
Hi, I noticed that the email template supports as sender's email only addresses within the CRM's staff users. Is it possible to have the sender's email to be a generic one such as " info@mycompany.com" rather than a specific user's email? Thank you, -
Zoho CRM Integration with Quickbooks Online
Are there plans to integrate Zoho CRM with Quickbooks Online? Zoho is doing an excellent job of providing cloud-based CRM. Now if Zoho can integrate to the cloud version of Quickbooks, known as Quickbooks Online, that would be a great statement on the future of CRM in the cloud for small businesses. Is there a plan or status that Zoho could share with us in the area of integration with Quickbooks Online?
Which SMS / CRM integration do you use, and why?
Which SMS / CRM integration do you use, and why? Main use case is that my users can use their phone, as-is, (no 3rd party app, nor Zoho CRM App), and sync messages between phone and CRM.
spammed even though I don't have a web form
We get spam from Russia every hour it seems. So we removed the Zoho form and we're using a Wordpress form instead with no connection to Zoho at all. So why are we getting spammed? How is it that Zoho has a contact form running that we can't even see?
Show all notes under Calls Module
Hi PLease see attached snapshot. We are trying to use the calls module in zohi wth integration with Linkus for calling. There are some shortcomeings though which are preventing us committing migrating 20 reps over to the system. As you can see in the
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
Argument Mapping - Deluge ZOHO CRM
I am trying to schedule a script so that cert statuses for vendors update (Expired or Approved) based on cert expiration dates recorded within the vendors module. Below is the code I have // Supplier Profile Update //------------------------------- //Format
can a custom lookup field display a list of users?
I am interested in creating a new custom field, a lookup field that presents a list of Zoho CRM users to choose from. That is, the field would give the option of selecting a user name, just like Change Owner screen for the existing fields Pursuits Owner,
Function or Automation to trigger workflow rules
Hello. I use zoho forms to create records in the CRM. However some of these records do not trigger the workflow rules because are created from related list. I need to have a schedule or function that triggers the workflow rules when a new lead is created. Thank you
Zoho Campaigns to CRM
When using zoho campaigns we want to have new and existing customers be put into a lead status in CRM when they open / click a campaign from zoho campaigns. 1) We are able to send new and existing customers to the CRM and we see them show up on our “home
CRM Email drag and drop attachments
Please consider adding drag and drop files to add to CRM email.
Multi select field (Zoho CRM) not pre-populating checkbox (Zoho Forms)
I'm trying to pre-populate a Zoho form with data from our Zoho CRM. I have managed to get all fields to pre-populate except one, and it's doing my nut in :-). Can anyone help? Here is the URL string: https://forms.zoho.com/cliiklimited/form/TestingNewPhotographyBrief/?email=test%40testingformfields.com&firstname=Jamesbroome&lastname=test&phone=12345&description=1&numberofproducts=1&angles=1&dimensions=1&imageformat=Full%20Res%20JPEG%3B%20Web-Ready%20JPEG%3B%20PNG%3B%20TIFF&creativelicense=I%20have%20specific%20requirements%20and%20have%20uploaded%20%28or%20emailed%29%20a%20fully%20detailed%20brief%20with%20reference%20images&additionalnotes=notes&companyname=1&tradingname=1&street=1&town=1&city=1&postcode=1&returnproducts=Return%20via%20DPD%20%28at%20cost%2C%20automatically%20added%20to%20invoice%29&returnaddress=Same%20as%20Billing%20Address&insurance=1
Task: Button to Duplicate Open Task and Mark one as "Completed"
I wonder if someone can help me write a function that will do the following. In the "Edit Task" Screen, similar to "Save and add new" button, I want to go one step further and create a button that will "Close and Duplicate" the open task: Mark the currently
Zoho automation issue
Hello! I have a medical clinic. In a certain treatment, a patient needs to repeat it every 2 weeks. So I added a date field in the contacts module which I named "Last Treatment Date". I am trying to build an automation rule that will send a reminder e-mail
Multi Year Deals
Has anyone created a solution to recognize multi year deals? Specifically - we often have contracts that span 1-5 yrs. For a 3yr contract, we may be pulling in $2mm, but will only want to recognize a third of that in the first year of the contract. Beyond
Last month filter logic is wrong
Hey, when creating a filter to track revenue in the last month, it seems it's impossible to select a period of last calendar month. Only option right now is to make a custom period which then has to be changed every month... When selecting this month,
Recurring problem with Zoho blocking a user's email from receiving internal notifications?
For almost two years now, every few months, a user email address gets blocked by Zoho. The painful business consequence is that the user does not receive @mention email notifications. Sometimes several days pass before another user notices, by which time,
How do I add external email accounts?
Good Morning everyone! I am still racking my brain about this Zoho email and my accounts. Possibly someone can help me out. I use and subscribe to Zoho Email I also have the desktop version, mostly use the web based. I have my Zoho email address that
Scheduled Function not working
Hello Within the "Vendors" module, I want to create a scheduled function so that the Certification Status updates based on ‘todays’ date relative to the cert expiration. So for this example, I am working on Supplier Profile. This particular vendor has
No Records Found - Related List
Hi there, In the Zoho CRM, under the Deals Module, I would like to associate an invoice to the invoice related list found in a deal. However, the related list says that there are no records found where in the Invoice module, there are plenty of invoices.
Converting Quote to Invoice doesnt show on invoice module on Deal page
I am working on Deals in the CRM. I can create quotes and they stay in the quote sub module on the deal page. When I convert to an invoice the Invoice sub modules on the deal page does not show anything. I can go to the invoices Module and see this invoice
Contact record cannot be searched/found in CRM
We have a system setup to assign a unique 6-digit ID to our customers, people seeking training. We've created and integrated a Zoho form for people to create an ID if they do not have one. This creates a Lead in the system that automatically converts
Auto-fill fields based on related list entry
Hi there, I was wondering if it is possible to auto-fill a field based on what is assigned to it using the related lists. For example; I had a deal that did not have a dollar amount to it and therefore the amount field was empty. I used the sales order
How to send a Books invoice to the Contact Roles of a Deal?
Hi In our implementation of CRM we dont use the Accounts module, we only have the Contacts and Deals modules. Each Deal will have 2 Contact Roles (the 2 roles are obviously 2 separate Contacts). Now we have integrated Books and have a 2-way sync between
Mass-delete function
Please insert a mass-delete function in the Contacts/Leads/Clients related sections, like Attachments, Notes... When I add an e-mail with the Outlook Plug-in I can't select wich attachment upload (it uploads every attachments) and it's not so good to go on every contact related to the e-mail and delete Attachments one by one. Thank you, Giordano.
Data Sharing Rule - NO LONGER WORKING
The data sharing rule in Zoho CRM is suddenly not working. It worked in the past, but today I noticed it isn't any longer Below is my sharing rule for my Purchasing Dept Account. They have the "Contacts" Module turned on. But Are only allowed to see contacts
How can I pin a a specific email to a Potetial?
I'm using the new 2021 Outlook Add-in and have IMAP Integration so I can see emails inside my contacts record. When it comes to potentials, the emails section doesn't not always pull the relevant emails. I understand is hard for the system to sort that,
Refresh All Formula Fields
A huge portion of our vendors are only approved so long as their certifications are not expired, and valid. We can have up to FIVE different certifications with cert expiration dates on a single vendor. Our cert levels are AS9100, ISO9001, ITAR, NADCAP,
Booking agency working with roster of artists wanting to incorporate these artists ("clients") in the CRM workflow.
I'm wondering what the best way would be to include our roster of clients into the CRM. These artists are the "products" our booking agency is selling, but we are not sure if re-naming the Products module to "Clients" is the most elegant solution here.
Parsing problem with a gmail account
Hey, I want to use the parsing functionality. My main email account is a gmail account. From there I want to forward my incoming emails to the parsing adresse. But when I want to add the parsing adresse in gmail, gmail is sending a verification code to
Color Code Formula Field
Is there a way to color code formula fields? I have a string formula that returns one of three values based on an if function. Is there a way to color code the formula field the same way you color code a pick list field?
Add Creation time to an accountpage
Hi, When i try to add a creation date on a account page i get an error I go to setup > Modules and Fields > Account page > Add Formula > add : Newdate(${Accountpaginas.Created Time}) > Error: "Given field label does not exist" But i cant add this label
Consolidated view of emails for all contacts under an Account Record
Hi team, A client of mine has raised a valid idea. They would like to be able to open an Account record and be able to view all the emails for all the contacts associated with that account. Similar to the way you currently can see all the notes under the Account Record across all the associated records under that Account. This is very important as they have lots of contacts which they are working with as a team under each account and it is difficult to sort through and find a tread of communication
Workflow Rule edited field trigger - Is there a way to exclude a field as a trigger?
I have a Workflow Rule set to send an email when a Closed won deal has been edited. Theres some fields that are periodically updated via functions (automatically), and i dont want the rule to trigger when this specific field is edited since it floods
Adding Tags via workflows - not working
Hey, my idea is to add a tag to every single lead that has been created. Quite easy actually. But the one I have built is not working at all. I have tried several times. Any tipps here? Thank you so much!
System keeps locking up when I go to send an email to a contact
What is going on with the platform lately, you can't work because the system locks up on certain functions. As a small user you can't even purchase 24/7 support So here is a question do they have a BB that you can go to you to see what issues they are
Control over top section of CRM account?
Does anyone know if we can control the settings for this top section which displays Deals and Contacts? At times, the order of the deals or contacts appear random. We would like to see the active ones showing up, not old deals or inactive contacts.
Which SMS product/integration do you use, and why?
Which SMS product/integration do you use, and why?
How to fetch subform data to calculate Custom/Aggregate fields
In Quotes Module, I have created a subform from which I want to fetch the data such as weight, height, width and length to calculate total volumetric weight etc. But using Formula field in aggregate function I am unable to fetch the records from subform
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