Send merged documents as attachments
Hello everyone, Is there a way to create documents that will have fields from the CRM record and send them as attachments through the CRM function "Send email"? Templates in settings could be created only for the email itself, not for the attached files.
Scores are now available as a record fields
Hello everyone, Greetings! We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM. Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts,
How to open up a popup in Zoho CRM
I currently have a Zoho Blueprint for a conversion that sends a request to Stripe to create the customer, create and finalize an invoice and then send me the invoice payment link in Slack. Webpage How could I open a popup in the window so the invoice
Converted Lead Report
I'd like to create a report which shows leads created by month over the last two years that also includes leads that have been converted. Is there a way to do this? It seems to only show leads that haven't been converted!
Connect to Zoho CRM Data as a Linked Server
hi is it possible to connect Zoho crm MySQL Easy Sync to a server for backup on premise?
Transfer data to another Zoho Account.
I would like to transfer all the data I have on a single account in Zoho to another company that also uses Zoho. I want all the Contacts, Notes, Cases and Deals, open and closed, to be included as well. Anyone have thoughts?
Creating formula in Formula field
Hi, I am attempting to write a formula field that will give me one calculated result if one statement is true, else 0. Fields: "Deals.Business area" "Deals.Power - MWe" "Deals.Probability (%)" What i need as an example is, if you find in the field "Business
When to convert lead...
We are a healthcare company and have leads who complete a meeting, then complete labs, then consultation, then prescription (order win). 1. Should we convert the lead to contact when they set up the meeting? Or after the meeting? The meeting is typically
Can I trigger a workflow based on a related record field value?
I have a string of triggered workflows to create a task on an opportunity. Task 1 gets created when Opportunity stage is changed to a value "Get Meeting". When Task 1 is completed, it triggers the creation of Task 2. When Task 2 is completed, it triggers
Recognizing Weekends on workflow automation
Hi, Many times, client wants to follow up exactly 48 hours after a lead is created except for the weekend. Does Zoho have any plan to add more flexibility to their workflow to address this limitation? Is there any other way to address this. Please advise.
Attachment Upload Fail in CRM
I am unable to upload a PDF attachment to a contact in CRM. CRM attempts to upload (blue loading bar), and then states "upload failed." I have restarted my browser and computer. I also tried to save the file as a JPG and the upload still failed. I checked
Change the origin of the meeting emails from the organiser to the company or another user
Is there a way to change the meeting activities so the emails are sent from the company email address or from another user [ie the host]
'Stuck' Function
I created this function and associated it with a workflow rule - which has since been deleted - but the function still says associated and won't let me remove it? Any ideas?
Sort by Created Time Not Being Set
Am I missing something, but when I order my leads by created time (desc) it only works until a new lead is added and then it returns to the default state of order by asc. Is that normal behaviour?
Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more
Dear All, Hope you had a great start to this new year! Motivator is a great tool for motivating your team to achieve target goals and rewarding them with points or badges as they reach different milestones. You can define your own KPIs, set sales targets,
Default Value for Pick List doesn't work
I have a custom pick list on the Jobs/Potentials pages. It is set with the default value as one of the choices from the list. If you create (or clone) a Job/Potential, that pick list shows the correct default value on the initial setup/edit page. As soon
CRM Dashboard - Today's Leads - Change Date Range
Is it possible to create a dashboard widget/module that shows, for example, this weeks/months leads rather than just open leads or today's leads? I'd like to have a module that shows all leads for the last 7 days.
Custom Module with WorkDrive Integration
Is there a way to have a custom module that has a Zoho Workrive related list? I have a custom module that is managing Legal Cases and need to store case files with custom fields.
What can be done with the Button element in CRM Canvas?
Zeichen in Telefonfeld "()" und "-"
Wie wir nun erfahren haben, sind die Klammern und der Bindestrich keine zulässigen Zeichen in Zoho CRM Telefonfeld!? Das internationale Telefonformat (kanonisch): +49 (511) 92889-0 Aufgefallen ist es uns, dass in Zoho Books eine Straße bei einem Kunden
Leads \ Contacts on Map on Desktop - Similar to App feature
Hello, Is there a way to see all the leads \ contacts on Google Maps when working from the desktop \ web browser version of Zoho CRM? Thanks,
How can we produce a lead conversion ratio report?
We would like to know the ratio of converted leads to acquired leads for each of our sales team members... Is there a standard report for this? If not, what field/attribute combination do I use to identify converted vs. leads with other status?
Possible Bug - Charts not updating?
Hi Team, New to using the CRM in Zoho One. I experienced the Deals Insights 'Amount by Stage' displaying old data. I refreshed the page and the data was still the same. Connected to Support chat and they took a look. There is an individual refresh icon
Zoho CRM for Service-based business
There are a plethora of CRM options for you to choose from today, but a dedicated CRM that fits your industry and meets your needs is important to solve your business challenges. Zoho CRM has all the capabilities for service-based businesses, plus more.
Zoho CRM for Serviced based business
Looking to make the leap to zoho. I am very pleased with the features and flexability of the CRM application. However, because we are primarly serviced based company, we do not hold inventory nor do we always sell a physical product. This would require the ability to provide unique line items by discription in the quotes and invoice. similar to what is possible in zoho invoice. and many stand-alone invoice software. Is there any plans in the near future to have the ability to disable the link between products and
Email Campaigns: Sending to Incorrect Leads
For a couple of months, when sending out email campaigns, some of our leads are receiving multiple campaigns when they should only receive one. The system does not seem to be reading the Sales Pipeline from our CRM and therefore not reading the Segments
is my primary email address my login?
If I change my primary email address, does that become my login email address for the future?
Adding the CRM Record Owner to Qwn a Creator Form Record
How do I assign a user to a user field using an email? I have a creator form that I'm creating from a CRM deluge script and tying to the Deals module via a related list. I need the Deal Owner to be the owner of the Creator record to view the record in
Font change for Zoho CRM
Hi! Has there been a change in fonts in Zoho CRM recently? I'm using text in Greek (e.g. contact names) and it used to appear OK, but the Greek fonts currently look quite bad. I'm assuming there was a change in the default English font, but as there is
Some Workflows stopped sending mails
Hello to all! For months I have been using several workflows to automatically send mails to business partners and customers when certain conditions in the Deal are met. Since the 23rd of December no more mails are sent for some, but not all, workflows.
Different Default Email for Different Modules?
I have created two different Modules: SS Leads and LK Leads. My default email address is currently set to bk@ss.com (example), which is the email address I would like to default to when communicating to leads within SS Leads. However, I would like to
Data Storage Updated Successfully
I regularly see this message pop up at the top of Zoho CRM. It stays on the screen for only a few seconds then disappears. A google search of the phrase "data storage updated successfully" returns zero results. I'm not finding anything in the documentation
Words overshot document issue
Could you please help to advise on how I can edit my inventory template such that the quoted item description (highlighted grey) automatically moves to the second line if its too long? Currently it looks like this and its an issue for me. See how the
Territory rules ran successfully Email
Hello everyone. Each time I run the rules for territory management all of the users in the CRM receive an email stating the territory rules were run successfully. I am the only user that needs to receive those emails. How do I stop these emails from going
Crate a Text Library in Zoho CRM for Report Creation
I want to use a module called Reports which is related to an Account. When creating reports we use standard paragraphs/text and I want to create a text library that when we create a report we can drag/insert text from the library into the report object.
How to update the Deal's Amount field
Hi In my Deals module I have the Amount field. This should be updated when a user adds a product to the Deal. Ive found 2 ways I can do this, but both have big disadvantages: 1) Create a subform with a Product lookup field. The unit prices are then aggregated
Pick List Values changes need to cross-over to mapped Leads field to same field in Account
Major issue with Pick-List fields in Leads that map to same field in Accounts: if you need to change the pick-list values, you have to change them in BOTH the Leads and then the Accounts records. Surely changes in one should cross over to changes in another?
Is there global selection fields? Are predefined choices updated dynamically?
We are coming from Salesforce where they have global fields. It means, fields created globally that can be used in any object or module in Zoho. It's very important when you have a lot of selection fields in leads, going to account, deal, contact, etc.
Help again needed for rows in a subform
I currently have this in code in order to total quantity on hand from input in a subform if(SubForm.Quantity_to_Distribute != null) { x = Add_New_PPE[ID == input.SubForm.Select_PPE_Description]; x.Total_On_Hand=input.SubForm.Total_PPE_On_Hand - input.SubForm.Quantity_to_Distribute;
Zoho reminders not working
hey team ive noticed in the past few days that the task reminders are no longer sending out and email notification. is there a way to solve this issue?? thank you in advance.
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