Is there a way to create a view in the Approve Leads section?
Here's my problem. I have 3 Web-to-Lead forms for different purposes. Each of them when populated will have different custom fields filled out. When having to approve these leads, I would like to be able to create custom views which will include present
Monthly Revenue Forecast
Hello, I am evaluating Zoho, trying to create what I consider an extremely basic graphical representation of future sales. I can't seem to figure out how to do it, and the WebChat assistant told me it can't be done. This is hard to believe. The sample
Not checked Checkboxes in clientscript are undefined
According to the console a checkbox appears in client script as undefined when its not checked. The expected value would be false, no?! const NotCheckedCheckbox= ZDK.Page.getField("NotCheckedCheckbox").getValue(); log(NotCheckedCheckbox); console: undefined
CRM - Grouping in Reports
I have a Deal field that can have any number in it 1 - 100. I would like to create a report that groups the Deals based on a range of those numbers. 0-24, 25-49, 50-74, 75-100. Is that possible in Zoho CRM?
Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are opening
New Style Reports require manual update/refresh
Hi, Since moving across to the new reports within the CRM, we have noticed that we have to manually update and refresh the records - previously this wasnt required, how can this be re-enabled? Thanks
What is a Blueprint Type Widget?
Hello, what is a blueprint type widget? I can't find this info in the documentation. Thank you
Automatically attaching Account attachments to email notification
We have several accounts with different attachments and I hope to create an email template on the Automation (workflow rules) which will automatically attach any account attachments to that email template before automatically sending it out.
Multi-line field display issue
Hi all, we have a custom module which has a sub-section with a number of fields, one of which is a multi-line field. The issue we have now is that not all text in the field is shown when viewed. There is the "Show More" option and this does increase the
Custom created single-line field - don't allow duplicate values
In the system field labeled as "Email" when I try to enter email that already exists in our database, I am not allowed to do it and that is great. Beside that field, our company is using another field (labeled as "Email 2") which is single-line field
Old/wrong data in email template
I have a field in Accounts, <saldo> From external this <saldo> is updated in crm. I created a template include this field <Saldo> I created a workflow rule: This rule will be executed when saldo is modified to a value > 0 This rule will be repeated whenever
Zoho to Microsoft ax data sync
hi i would like to know is there any possibility or the possible method that we can do. we have four companies,HO is using AX 2012 R3, two our using zoho crm system we need to continue in it. but we need to know is that possible to sync data or third
Move deal to other pipeline / blueprint
we have 2 different sales pipelines: New business and Customer succes. Both have a blueprint associated with them. Through Zoho Forms with Zoho flow we add a deal to the default pipeline (New business). Sometimes this is not the right pipeline and we
Customer Portal Can access Company Canvas
A very very very major issue with the customer portal, please do not use / I created 2 canvases, one canvas for the customer portal and my regular canvas that I use myself / well the big big big big big issue is that I found that my customers also have
Look up country code
Hi, I'm using a pick list in Accounts for countries. In our enterprise software we use a 2 digit country code. I'd like to be able to pull up the country code automatically - it's easy in excel, access etc, the only way I can think of doing it in Zoho
I want to add a line feed code to the message returned by the button.
I would like to put a line feed code in the message displayed after pressing a button in CRM. If I put a line feed code, it will be replaced by a space. How can I get the message returned from the button to break lines?
Related List Duplications
Hi there, When I assign a product to an account and vice versa, in their respective modules, it creates a duplicate related list. Any ideas on how I can fix that? As well as, the pre-set related lists show no records found and render it unable to find
Third Party App Connectivity
Hallo i am new to zoho crm and i am interesting to "connect" it to another app that i have.What i really want to do is to bring a field value (custom field ) that i added to the users tab ,and get the value of it for each user.In other words i want to
Trigger a workflow when Quote is converted to Sales Order
I have a Quote and I click the "Convert" button to create a sales order. This is great, but a few things are left behind to be cleaned up: 1. The Quote is still open even though it has been converted 2. The Deal that the Quote is part of is still open
How to delete email templates?
We have reached our limit of allowed email templates (100). So, I want to delete some older templates. I have looked and looked -- in the system, but I can't find anything that would let me delete, and in the knowledge base and on the web, but I can't
Receive Goods or Purchase Order
I just learnt that system only shows quantity on order. There is nothing I can do to receive goods. I ended up manually changing quantity to reflect goods received. That still left the quantity on order. I had no way to remove that quantity on order
CRM is so slooowww I can't access it since yesterday.
My connection is good and I can access other Zoho app but when I click on Zoho Crm it's loading on my end. My other team can access their app but I can't .
Security Bypass/Override?
Currently all my contacts are public and account private. I have a product table though that has accounts tied to them, and need those to be public. Is there a way to bypass/override the default security or add an exception that make accounts with products
How do I re-invite someone?
Hi, I have already invited someone to join, however when they went to accept, it said that the invitation to join had expired please get me to re-invite them, but I can't work out how to do that!! Any help would be greatly appreciated
How to connect existing contacts with existing accounts
I have tried in multiple ways to connects an already existing contact to an existing contact but cant seem to connect them. Is there a way to do it? If so how can I do it? Thank you
Is there any way to get Zoho to read a list of products from my website?
I have a large product database on the website and want Zoho to read the products from it into the the Zoho Products module. I would want this to run as a timed function once per day that is initiated by Zoho. I want to avoid having the website push
When you send a quote by email, how can you get it to show up under 'emails' in that customers record?
When preparing a quote in the quotes module and then clicking on 'more actions' and 'send mail', the email sent with the quote attached does not show in that contacts record under 'emails'. Is there anyway that this can be resolved? Thanks
possible to search by uploaded/pasted list of email addresses?
I import leads from multiple sources. Sometimes these include contacts that are already in the database, and we don't import contacts. I currently download the list of failed imports and update them manually one-by-one - very tedious! I'd like to do a
Better way to search DUPLICATES
Hello, I just imported all my data into the CRM. I have over 5000 records in company and I am going through them one by one to merge duplicates. I used "Deduplicate" under company tools and it did not do much at all. There should be a better search engine to deduplicate data in the CRM system. For example, search the ENTIRE account name and search for keywords that are similar rather than the order it appears. It will really save me time!!! Please make a better way to deduplicate elements in
Overall Sales Duration & Sales Cycle Duration
How are these two potential fields used. I was hoping it would count up how many days the potential has been live up to when it was marked Closed Won or perhaps another status was selected. Help
Auto-fill fields with data from a different module
In Zoho CRM, I would like to pull data from one Module and auto fill data in fields of different Module. Any pointers on how to accomplish this? Thanks
In a Workflow with multiple conditions, are all conditions tested and Actions run OR does Condition Processing stop whenever a condition is met, thereby skipping subsequent Actions?
Integrating Zoho with MYOB
We are looking at moving from sugar to Zoho, previously sugar was exported to MYOB via an application. Is there such a program available for Zoho? We would prefer to invoice out of Zoho and then have them exported to myob. The alternative would be for invoices to be sent only from MYOB but this requires doubling up on entering contacts and products.
How to add a shared email account to the "salesinbox"?
When we setup email to go to the "salesinbox", it only allows me to create an imap account for my personal work email (fred@abc.com). But we all need to share the customercare@abc.com email also. All of our web requests and client correspondence come
where to add GST number
i'm new to zoho. (moving over from quickbooks desktop). i trying to create a customer in zoho crm as "account". where in this template do i add the customer's GST number? i'd like this to be pulled into zoho books later when/if i create an invoice with
Transfer data between two different Zoho CRM accounts
Hi can we transfer data between two different Zoho crm accounts, please advise.
Ticket Based & Workflow Solution
Hi, My name is Pablo Toledo and I'm looking for a software solution to process customer requests. Basically, my customers can pick from a series of services that we offer and as they do that it should trigger a series of events / workflow that includes
Move Emails tab composition on the upper part of the screen in Contact Detail page
Hello, is there a way to move the Emails tab to the top of the Contact detail page (see attachment). Also: is the following tab showing up only in live environment and not in sanbox? Thank you
Resolution of "Last Activity Time"?
What's the resolution of Last Activity Time? I have a report using Last Activity Time greater than date as a filter. I get multiple returns of the same result because I modified a note twice in the same minute! How do I avoid this? Can I set the
Report download limit
Hi, I'm getting this error, can the limit be removed? Thanks Cannot ExportYou can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports that has less than 2000 rows.
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