Manage art shows and spectators in CRM
Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
Price calculation in zoho crm and link with Excel
Hi, We have various ways to calculate our sales prices which are sometimes very complex. We have currently an Excel file for our prices calculations. I wanted to integrate this calculation method to zoho CRM but it seems to be complicated … Therefore
Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
When I add a new product in the CRM VAT is always 0%
Hi, I have added VAT to the books settings which is 15%, however when I try to add a new product and specify that it should apply to taxes the VAT option I can see is set to 0% even though I have updated the settings in the books settings.
How to send email to a lead using a template
I've configured an email template as described here. How can I make use of this template in Deluge function?
Run a new workflow automation rule to existing leads?
Hi, I just created a new workflow automation rule that will automatically change the Lead Status to "Haven't Replied" if the person has not replied to my email I sent them with a certain subject line in 7 days. That way I can filter on all the people
How do we change system field names?
I found some very old discussions, but looking for more recent. Very confused on mapping the addresses correctly, due to different names for some reason between. for example: leads: city, state, zip etc... as normal contacts: Mailing adddress & Other
Can I create floating contact form in zoho?
Hi, Is it possible to create a floating contact form in Zoho (something like zopim contact forms)? If yes, will be thankful if someone guides me. Thanks !
Setting a default tax option for total base tax in Invoice module - Zoho CRM
Hi there, Is it possible to set Tax on Income as the default for all invoices created & edited in the invoices module (Zoho CRM)? - (Not have to manually change it on every invoice) Kind regards Sarah
Be wary of workflows!
We have workflows that fail for no apparent reason. After looking at the usage history, the explanation given is "Due to a problem on our side, we were unable to process your request". This is the explanation every time. The unexplained errors are counterintuitive
short cuts for zoho crm
pls send me the link for zoho CRM shortcuts...
Hubspot Migration - Zoho CRM
I am trying to migrate data from Hubspot to Zoho for Contacts/Accounts and I am getting this error. Can you please fix this so I can migrate? Note: During the trial period we migrated this data, but after we used the maximum amount of data the trial period
How do you edit the start time of a previously logged call?
Sorry if this is a repeat. I tried to post this a few hours ago and it didn't seem to go through. How do you edit the start time of a previously logged call? The start date field is editable, but the start time is grayed out and not editable.
Conversion of lead
whenever an attachement is added to the lead , that lead should be converted to contact of a particular account using workflow?
Selecting Multiple quotes to load into RFQ template
The way my business operates, we submit quotes to customers that may have multiple "quotes" on separate lines Example, using the image below, there are 4 "quotes" checkmarked. Using ZOHO's inventory template module, I'd like to create a template that
How to add extra days to a date merge field
Hello, I work with generating tutoring classes and we need to give our instructors an attendance sheet pdf for every day of classes. Some classes span more than a day, so we need to create a list for each day. Example: a class is taking place on the 1st
Recipient address rejected: User unknown in virtual mailbox table
Per the attached, the user email no longer receives emails under the following Workflows but neither worked: Parent assessment response email New Student Enquiry CM Notification How do we understand and fix this issue?
ZOHO CRM - Quotes
Using the quotes module in CRM, is there a way so that when you press "enter" on the keyboard (or some other key), that the active field selected goes straight down the column instead of from left to right. In my image example below, my estimators would
CRM Field Names to Zoho Flow
I have to make a change to CRM field names, but those fields are integrated to Zoho Flow processes. If I update the name in the CRM it changes throughout the CRM and the API name prevents function failures. Will this auto update affect Zoho Flow? I want
Hide Specific Products from Certain Profiles
I want to hide a number of products in ZOHO CRM from certain Profiles. How can I do this?
How to add notes from ServiceM8 to Zoho CRM Contacts using Zoho Flow?
We book jobs on ServiceM8 and all details about the job are in their. I want the job description from ServiceM8 to be added into Zoho CRM, specifically to the customer's profile that's got a booked job. I am using Zoho Flow as my integration builder.
Contact Roles from multiple Accounts
In more complex sales situations there may be Contact Roles with Potentials that come from more than one Account. For example we may be working with an outsourcing partner. In that case we need to assign Contact Roles to Potentials from both the end user Account and from the outsourcing company Account. I tried to establish relationships by using Member Accounts and Parent Accounts, but this did not expand the available Contacts to multiple accounts when in the Contact Roles. Is there another way
Show/hide fields based on a pipeline stage?
H, I´ve created a blueprint to make fields mandatory based on the stage of the sales processes, the thing is that some fields are only needed if a deal has reached a certain stage of a pipeline, for example the "Closing price" field is only requiered
Populating a Zoho Sign template from multiple CRM modules
Hello, I hope someone can help me with this one. We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields. The problem is that the information we need in the document
Field dependency in subform
Is there a way to use field dependencies in subforms?
Update a field to "today's date"
Currently, you can only update a field (using workflows) to a "selected date". How about adding the ability to update to "todays date", based on when the workflow rule is triggered? Greater flexibility in this area & customization would be welcomed. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?
Add fields to the Deals Closed Lost pop-up
Hi Im using the Deals module. When a Deal is Closed Lost a 'Verify details' popup appears. How can I add a picklist for 'Reason for Loss' to this form? Thanks
Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21
Sharing Emails not working
Hi have two managers with the same profiles. Gary can see Rob (their subordinate) , Ed can not. There is not domain exclusions. See screenshot. Only difference I can see is Gary has IMAP to share his, Ed does not have IMAP setup but we dont want to
Freezing panes/elements in canvas
Hi, Wonder if anyone can help, currently when viewing a record within the standard view, the top row of a record (title and edit buttons) is frozen upon scrolling, now within canvas, how do i create the same?
Deluge- how to prevent a user who is already signed in from signing in again
I have written a simple deluge script for a Sign in App. Is there a way to prevent a user who is already signed in from signing in again? Likewise, is there a way to prevent a user who is already signed out from signing out again? What I have below populates
Bulk update custom field
I have recently added a custom field to my contacts under "contact information" that is a true/false tick checkbox. The field is showing in all of my contacts, which is great. However it hasn't automatically added a "tick" in the checkbox. How can I do a bulk update of all of my contacts so that all have a "tick" in this custom fields checkbox. I'm not too keen to go through each contact individually as it will take forever. Any help would be greatly appreciated.
multi-line field Size
Hi, Is there a way to make a multi-line field have more rows and columns? I want a large field, similar to the one in which I'm typing this forum message... The Single Column field Size is almost unusable Joe
Webform failing with ID upload
We have an ID upload field on our website's registration form, using Gravity Forms Zoho CRM add on and mapping a file upload field on our website form, to the Zoho CRM webform file upload field. This used to work fine, but for some reason we've now started
Manually Logged / Completed calls not showing on User Calendar in Zoho CRM
At present, when viewing our team calendar, completed or manually logged calls (created in the contact record) aren't visible. I've tried creating test calls both from the Calendar and from the Contact record, and so I'm not sure where the issue is -
Is it possible to log an email?
Hi, We'd like to be able to log receiving emails in the Activities field in Leads - i.e. "X emailed us asking for more information." The only options are to log an event or call, or create a task. Is there any way of doing this? Thanks in advance,
Zoho email templates
Hi! I have a question about using email templates inn zoho crm. When the template is ready and I have small segments of customers in my database. About 10 customers is one segment, which I need to send those templates with slightly different text at the beginning. Which I can simply achieve by copy+paste from other document. Anyway for sending 10 emails is already mass mailing. And while massmailing, I cannot edit the template, I need first to make a copy which is edited first. This is a bit inconvenient,
Log a call button
Hi, Im looking adding a button that will log a completed call within the accounts module, and for the subject to be Unanswered Call. (this is for users who use a telephony system that isnt integrated) has anyone done anything like this before? Thanks
How can I link an existing task to a new deal?
Hi, Is there a possibility to link an existing task to a new deal? In case you follow up a potential customer, you start with a task. When the potential customer ask for a quotation and you add a deal to Zoho CRM, the original task should somehow be assigned
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