Blocking to Connect Any Contact's Deal to Other Contact Quote
Hello, The system allows to assign any deal which belongs to different contact person deal on quote creation page. For example, I can assign X contact's deal into Y contact's quote. I don't know mention of this process but it's not suitable for our business
Common drop-down lists
We want to use the same dependant drop-down lists (industry > submarket) in more than one module. From time to time we want to change or add to these. So far I have separate lists in accounts, potentials and cases that should have exactly the same information.
Ran out of currency fields
when creating new fields I have run out of currency fields - please advise a work around
Picklist does not populate after typing initial letters
On my Contact layout I have built the tab settings to allow easy maneuvering for Users when adding a new record. Tabbing to a picklist sets the focus but when the User starts typing the initial letters for items that are ON the picklist, nothing happens.
Creative ideas for a Single Company/Multiple Addresses Picklist (or similar)?
Many of our clients are a single entity but with multiple Branch locations (e.g., Phoenix Branch; Scottsdale Branch; Sedona Branch; Tucson Branch; etc.). Zoho - at least how we are doing it - is a pain to work with because we either have to type in the
Problem with the sender name
hi, every time I sent an Email with the zoho crm workflows it appears that the domain is "noreply@zohocrm.com" how can I change this?
Create custom view where lead is untouched and creation day is yesterday
Hello, is there a way to create a Custom View showing all the untouched lead where creation day is = yesterday? Thank you Antonio
Add Columns Leads
I need to know if I can add a new field in the Leads
CRM Task reminder (e-mail) not working
Hi, Since the 14th of February the daily task reminders (sent to the task owner by mail) are not working anymore. Normally when a task is due, Zoho sends an e-mail to the task owner regarding the tasks which are due today. Can someone please check if
Match on auto-number field OR make Account ID visible as field in display
Here's the problem: I'm trying to have a unique ID for each Account that I can match on for imports. The ID needs to be visible on the display of the individual Account, and also needs to be visible on the display of any associated Contacts. I know how
multiple partial invoices against one sales order
in our business there are instances where we have to issue partial invoices against one sales order. using Zoho, how can that be achieved?
Build a workflow after a webinar subscription
Hi, I have connected zoho webinar with zoho crm, and I see that a lead is created after a webinar subscription. Is there a way to get the details from that webinar in zoho CRM, and is there a trigger to build a workflow upon. e.g. I want to create a note
Load a different Deal layout based on the value of a field when converting Lead to Deal
Hello, is it possible to load a different Deal layout based on the value of a field when converting a Lead to a Deal? We use Zoho CRM for a group of companies (we use a "Business Unit" field to identify the company). So, as an example, when converting
Is there a solution for having to click 'Save' twice in order to save notes.
In the last 12-18 months Zoho had a major update. Ever since we will frequently have to click 'Save' twice for a note to saved. It happens when copying and pasting into the note AND directly typing into the note. It is not consistent. It happens sometimes.
How are "Best Times to Call/Email" Calculated?
I am not seeing any real precise algorithm being used to calculate the "Best Time to Call/Best Time to Email" field (see Screenshot below). It seems to be all over the map. Can anyone explain how this is calculated? I'm needing to know this because the
Creating a process graphic from a CRM blueprint
We have developed some quite involved blueprints within the Zoho CRM and now need to communicate these to the business users as part of the rollout. Whilst the blueprint designer is a super tool for the designing it does not appear to offer a view only
Change Page Layouts for existing Records?
How can I change the page layout selection for existing records? Before this functionality was availability, my standard page layouts became a catch-all of many different fields to cover many different scenarios. Now with the ability to have a separate page layout for each scenario I can clean-up my forms. The problem I am running into, is that even if I create new page layouts I can't move existing records to the new layout. This means that I can never clean-up the standard page layout and will
Getting a user list
Hi, I'm creating a custom function in Zoho Flow and trying to iterate through all CRM users, however I continually get a response of just the current user. Executing the following returns just a single record: users = zoho.crm.getRecords("users",1,200,{"type":"AllUsers"});
Widget SDK Search Record - Pagination
I am building a CRM widget where part of the functionality is to pull the Contact record from the input Phone number. We are aware of the SearchRecord js sdk api that can be used. https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.searchRecord However
Action Plans for Zoho CRM (alternate to Workflows)
Zoho CRM would be a 100% perfect platform for me if there was a plugin or built-in way to have 'action plans' to be able to select on-the-fly that don't require a blueprint or to be triggered by an event happening in a file. Example of what this is would
Problem with values not showing in any template
When we export to PDF or Print Preview any quote, invoice or purchase order none of the following values appear: ${Invoices.Sub Total} ${Invoices.Tax} ${Invoices.Grand Total} This is even in default templates never modified by us as purchase orders.
Count of unique companies in Leads
We are trying to add the KPI to our Dashboard. We have multiple Leads with the same Company name and are trying to display the total number of Companies. I can not figure out how to pull this number in.
Looking for Zoho Consultant
Hi there, can anyone recommend and independent Zoho Consultant with expertise in deluge and integrations? We are a small company and I come from a consulting background. We are seeking someone smart and capable who can do some prescribed tasks and also
Dealing with both B2B and B2C customers
Hi, our company sells to both companies and individuals. This becomes a problem when converting leads into accounts because the Company Name field in Leads cannot be re-named and it is mapped directly to the Account Name field in Accounts, which is a
Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
Do I correctly understand Stage History in Analytics?
Here's a 1:05 screen recording to illustrate my question. https://workdrive.zohoexternal.com/external/3d1ad810a1d8ba1739e4724f52b4c54d6403f452a4b004044447f9be4b582d97
ZERO Sorts between One and Two instead of before One "1, 0, 2, 3, 4"
We use numbers in our Task "Priority" field from 0-9. 0 is our highest priority while 9 is the lowest. When we sort our task list by ascending order, the list shows priority 1 before priority 0, followed by priority 2, 3, and so forth. Please fix the
Remove apostrophes from returned string values in formulas in Zoho CRM
Hi, Using the following script/code '${Förfrågningar.Företag} presenterar ${Förfrågningar.Gatuadress}. Ansvarig Mäklare ${Förfrågningar.Förnamn}' Where i fetch the values of certain fields in the "leads" module (renamed). I am receiving the following
Duplicating module for building purposes
HI - I need to create a custom module in my CRM that has the exact fields of the Sales Orders module. Looking for a short cut so I don't have to recreate each field again. - Any way to duplicate a module? Thanks
Expected Revenue Calculation based on Probability
Hi, I am wondering how to create in dashboards a KPI (number) which would reflect sum of amount of expected revenue for this month based on probability of each deal in sales pipeline. The only number I am getting is either the sum of all amounts in the
Mobile push notification API
Is it possible to integrate ZOHO CRM with Firebase Cloud Messaging to send push notifications to the custom apps. Or does ZOHO CRM has some library or sdk for it. Scenario is i have my app installed and working in client's phone (both Android and iOS), now i want to integrate ZOHO such a way that i can send push notifications to my app through ZOHO CRM platform.
Enable Telephony & PBX providers in Egypt
Dear Sir/Madame, I was trying to enable telephony on my CRM and i was wondering if Zoho does offer or deal with any provider from Egypt. We basically don't have a local PBX system in our office and we were wondering if we could get that from Zoho. Regards,
Can we force deal creation on Lead conversion?
I do not currently see a way to force deal creation when converting a lead. I would like to force users to create a deal any time a lead is converted. Is there a way to make it mandatory to create the deal? What I want is for the option to fill in
Converting a lead to an existing account
How do I convert a lead into an existing customer account? I have leads for different people and products at an existing customer and I do not want multiple accounts created for the same customer. When converting a lead, there should be a drop down
Zoho CRM Users Removed
I have three users that are active in Zoho One however; they were removed from the Zoho CRM application. In two cases, there had been no login w/in 5 months and in the last, no login w/in 3 years. Are users automatically removed from certain applications
Zoho CRM: How to Capture Account Records for Companies with Multiple Offices?
Sorry - this seems like the most basic of CRM questions. We have multinational clients and domestic clients with multiple regional offices. I'm wondering how other Zoho CRM users manage this info in their CRM? Duplicate company names in the Accounts
Add 365 days automatically to end date
Hello Everyone, I have 2 different date fields, Start Date and End Date, is there way that the End Date field would automatically add 365 days to it whenever the Start Date is created or edited? Any idea is highly appreciated. Thank you!
If condition in Forumla Box
I am trying to insert a formula box with an If condition but I am continiosuly getting error called "Missing Quotes" My if condition contains strings If('${SalesOrders.Deal Type}'=='Influenced',${SalesOrders.Grand Total}/2,${SalesOrders.Grand Total}) I have a field called deal type, what I am trying to write is if the deal type field contains the string "Influenced" then the return value should be 50% of the Grand Total. Somebody please help me with an accurate syntax Thanks! Suraj
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Can I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?
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