Enforce Creation of a Contact with Creation of an Account
We'd like to make it a requirement that when you create a new Account, you have to create at least one Contact associated with it. The workaround I've come up with is to add required fields for first name, last name, and email address to the Accounts
Is it possible to have Zoho CRM campaigns show as a calendar dashboard?
Hi, is it possible to have all of our campaigns (direct mail, email, etc.) from Zoho CRM Campaigns module show up into a calendar? Preferably as a Dashboard in the CRM? It would help to visualize all of our past, current and scheduled campaigns into a
Exporting ZOHO Activities Report into Excel
Hello, I really need to get some filtered data from ZOHO activities into Excel. This are the filters I applied, under the Activities tab: 1. Activity Owner is: Status is Not Started Created Time is between 1st of the month and last day of the month
Custom lead fields not showing up in the page layout
Hi, I've created a custom lead field. The field shows up in the "Edit Page Layout" but when I go to view the actual page layout, the field is not showing. I've tried changing the field to a different type, have tried different labels, have tried deleting it and creating a new one but it never shows up. In addition to this, re-arranging the fields in the "Edit Page Layout" mode no longer has any effect eg. shifting "Skype ID" to the top of the page has no effect when I go to view the page. Any help
Modify lead status from email templates
Hi everyone! So, I'm adapting the leads module to fit our Follow Up workflow (which has a lot of tracking on each customer), and I want to make it as simple as possible for my people. To do that, I want them to be able to change the Lead Status from the
'Score' column is missing in 'Leads'
In Zoho CRM I've setup a Scoring Rule in Setup>Automation When I return to the 'Leads' section there's no option in the drop down list in Column Management to show the score! How do I add this?
Which Home Currency? Products sold with different currencies.
Hi, Before I choose my Home Currency, I need some help. I run an international import, export and online retail business that advertises and sells some products with retail/unit prices in US Dollars and other retail/unit prices are in South African Rands. We are based in South Africa, but sell most of our products in US Dollars. Which Home Currency should I choose?
Zoho is a Visionary in the 2022 Gartner® Magic Quadrant Advert Pop up.
Recently, Zoho has pushed a pop up add over the top menu of ZohoCRM that says "Zoho is a Visionary in the 2022 Gartner® Magic Quadrant..." Please stop using pop-up averts that overlay the controls of signing into the platform. If you are going to do this
How to automate sales process in zoho.
I am using Zoho CRM professionals and like to learn how I can use triggers or workflow to automated few sales process. Here is few things I need help with. 1 Once I entered any leads, I like an automated welcome email sent. 2nd When I spoke with
Report Folders
Hi Is there a way to delete Report Folders in the CRM - not just hiding them. As we start producing more reports for different departments, I want to clear up the area abit Thanks Natasha
Copy subform values from one module to another subform in another module
Hello all, I am struggling with something and I would like to ask for help. We have multiple occasions where we need to create a record from an existing record and copy the existing subform in the new record. For example we have a custom module called
Help understanding the sequence of data operations when a workflow function needs the modified value of the field that triggered the workflow.
Workflow triggers on user modify Shipped which is a date field. That same workflow runs function which needs to use the value of the field just modified. // Get value from the record and field which triggered the workflow shipped_date = zoho.crm.getRecordById("Size_Run_Reservations",size_run_reservation_id).get("Shipped");
Help Making Bar Graph: Which Stage each deal is in
How do I create a chart, Ideally for the home page but in a report or insights somewhere would be OK, that shows me VISUALLY which stage each deal is in? Here's something i whipped up in excel to show as an example: It doesn't have to look exactly like
ZOHO/Google Calendar Sync issues
I started using the ZOHO/Google Calendar integration. It seemed to work fine for a few days---but this AM I went and added a few items into my Google Calendar---and it does not appear to be syncing. I reset the ZOHO settings completely. Any ideas?
Zoho CRM integration with Autotask/Datto
Good day My IT Consulting firm uses Datto Autotask (PSA) for tracking tickets, contracts, customers, ets. We plan on maintaining Autotask PSA for this functionality, however we would like to sync customers and contacts from Autotask to Zoho CRM. This
Introducing routine messages in AskZia
Dear All, Greetings! AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidance
Add Phone Number to Log a Call page
It would be helpful to add the contact's main phone number to the log a call page. It seems the logical process would be to hit "log a call" then go to dial the phone from that page. With the work flow in place now, I have to dial the number from the contact page, then while the phone is ringing, remember to hit "log a call."
Get Zoho CRM Report content by API
I used https://www.zohoapis.com/crm/v2/Reports/<report_id> API to get reports. I only got metadata. Is there a way I can get Report content (records) by the API?
Blueprint Automatic Transition option missing
When I create a transition in my blueprint, it does not show the option to make the transition automatic. I have tried on both continuous and non-continuous blueprints. The screenshot below shows a new transition being created, with no auto option. Is
Forwarding emails from CRM
Hi there When viewing sent emails within a record, it only gives the option to reply or reply all. There is no functionality to forward a previous message to a client (together with attachments) and we are effectively having to re-create emails instead
Generating Reports from Multiple Modules?
I have contacts in two different modules due to our funnel. I'd like to generate a report based on the contact's email address (which is the same in both modules) using data from both of the modules. For example, jon@doe.com is the email address of a
I no longer can see deals in a particular stage.
Totals are present in header of stage but never loads individual deals any longer. The system seems to be locked on the loading animation.
Redefining api names for custom fields in user module
Dear Zoho CRM team, I have added new custom fields to the user module. Now, I would like to change the name. How is this possible? I am not able to find the option in the api section in the settings, see screenshot. Can you please help? Best Regards
Ecommerce agency - Multi stores
Hello, We are a small eCommerce agency that runs and operate stores for clients in the fashion industry. A moment before we expand ourselves to more clients, we decided to create ourselves a one stop shop CRM that covers all the aspects of running a successful eCommerce business. What do we do ? Vendors management for our clients vendors Catalogue and product management Inventory management Marketing - for both retention and conversion Customer support - in various channels Sales - Shipping&Fullfilment
How to Embed Youtube Video in Zoho CRM Templates
Dear Team, I would like to embed our Youtube videos to Zoho CRM templates. I tried figuring it out. But I could not do it. Is there a way to do it? Please help. Regards, Aishwarya
Default Meeting Duration
In Zoho CRM, the shortest "Default Meeting Duration" is 30 minutes. I need the default to be 15 minutes.
Sand Box
Based on a discussion with Zoho, there is no sandbox option within the CRM. I am curious as to how users develop and introduce changes to their platform without having a sandbox to develop and test in. Thanks in advance. Ron
Purchase Order Numbers
Hi there, how can I please tell zohoCRM where to start from issuing a PO Number please? I can't edit the field "PO Number" that's in the module however if I try to add a new field (I've called in P/O Number to differentiate), made this a recurring number
Zoho Form with auto add row in subform by Custom Function
Hi there, I have a question about custom function for integration (API) between Zoho form and Zoho CRM. I did created a name list form to record participant who will be attending the class by Subform method in a ZOHO FORM. I will use custom function to
Dashboard Reports - Add Component
I would like to add a dashboard component that shows sales this month but I get this error: You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Why do I get this error and
Using Google Drive with Zoho CRM
I like the concept of storing all my documents in Google Drive and have two questions related to its use with Zoho CRM: 1) When I add a document to a contact in Zoho and choose Google Drive, it fetches a master list of all my Google Drive documents regardless
CRM Certification Procedure
Hi, Am in a position of Delivery Manager/Learning Manager of Race2Cloud Technologies a Partner of Zoho Corp, wish to know the CRM Certification Program as our developers want to know as few of the developers appeared in Creator Certification and obtained
Sort searchRecords results
Hi I am having a hard time figuring out how to sort the results of the searchRecords results in Deluge. I can get it done with getRecords. I am trying to pull all contacts that are my own, and then sort them by the date added to zoho. I need it to return
Deploy sandbox changes to another sandbox
Hi all, Is it possible to deploy/ transfer sandbox changes to another sandbox environment instead of directly to production? Due to work processes in my dev team (stage middle step) they'd need to try changes in a second sandbox/ test environment before
Attaching emails to Opportunity (Deal) from Outlook Add In does not show in Account related list
Hi, There seems to be an inconsistency for how emails are represented when using CRM on the various modules vs when using Outlook add-in. When an email is sent from CRM, from the Deals module, the email is visible in the related list from both the Deals
Filter subforms
I have a subform in my Deals module, which is a lookup to a custom module (an offerings catalog) so I can associate multiple offerings to a single deal. How can I have the subform filter the lookup options? My use case is that we have a checkbox field
Remove "Send Email" from only certain modules
Hi there, I saw another similar question regarding removing the "Send Email" button from modules, but have further questions. Id like to know how I might configure profiles/accounts to have access to the EMAIL portion of certain modules, and not others.
Zoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
Multi-line field full size without stretching the box
Hi There, Is there a way to have a multi-line field remain one size without having to stretch it while editing it? When in view mode, you see the entire field. But as soon as you click to edit this field, you get only a few lines and no longer see
Workflow Rules not triggering
I have created workflow rules for email notifications on the creation of leads but it's not working.
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