add a property to users that was there and got deleted before
Hello, In zoho crm, I had a field for users that was called 'Firm', and it was deleted, then I currently want to add a 'Firm' field again to the users, but when I try to create it I get a message Duplicate field label found. Enter a unique label. but
Tying two leads from the same company together
Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?
Zoho CRM: Can I make My Accounts visible to all organization members
Folks, I'm a Super Admin member, and would like to let all my account list visible to my sales team (aprox. 3.000 accounts), so they don't need to create this accounts again. I couldn't find a way to do so. Any tip, please? tks!!
Adding geolocation to an Account Billing or Shipping address
Hello, We plan to share some accounts, with the logictics, and one request is be to share the geolocation of our client : latitude and longitude. I couldn't find a way from inside the CRM how to find or calculate these coordinates. I guess external service could be used, and data updated when adding or editing an Account. What service do you use to get gelocation from an address saved in the CRM ? Do you have any suggestions ? Thanks !
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Unable to create command center transition or actions
I've tried to create multiple journeys inside the command center but keep getting an "INVALID MODULE" error each time. It doesn't matter what Module I use, and it does not matter what the transition is. I get this error each time: {"code":"INVALID_MODULE","details":{},"message":"the
Why Can't I see 'All Emails' from all users at the contact level?
I am unable to see all the email history at the contact level within ZoHo CRM. This function wants me to select a specific user within my company to see his/hers email only. This does not help with quickly seeing a 'Snapshot' of all the email history
Export a Quote in Google Docs
Hello community, Has anyone managed to export a Quote into Google Docs with line items? We have managed to this via Zapier, but it is not the best. Do you know of any other solutions? Ideally we have templates in Google Docs and the export should get
How to manage complaints in CRM
Hello I'm new to Zoho and am looking at how I can manage our complaints process in Zoho. Complaints are mainly external and depending on the nature of the complaint, they have different resolution dates. I'm currently using an Excel spreadsheet as the
Managing Duplicated Calls from PhoneBridge
We have connected our VOIP provider, VoIPstudio, to Zoho via Phonebridge. In general, it's working out very well. The features are killer for us. Well done on the integration. One issue that I've noticed, however, is that when our customer service line
Emailing a quote via email (from the quote detail screen) does not trigger outgoing email workflow
I have set up a workflow that executes a function each time an outgoing email is sent to a contact. The workflow is triggered when sending an email to contact (and it passes the contact id to the function), but it is not triggered when I try to send a
Formula Field on Sales Order Product Detail
We have a need to add a calculated field at the product line item detail on the sales order. This is an internal field that doesn't need to be exposed to the customer. We have a number field on the each product called "factor". When it is added to a
Email Insights - Differentiating between who opened the email
Hi, When sending an email from Zoho CRM, if it is being sent by my employee to a prospect and he bcc's me, when I open it, does it show the status as opened? What we are really interested in is if the prospect opened the email. Thoughts? Thank you, Tony
how do i turn off ip restricted access
I seem to have ip restricted access turned on and i dont know how to turn it off. Please help because my api's wont work. i dont want restricted ip anymore
Lookup field, autocomplete view showing only primary field value
How do I change what value that the Lookup field shows in the autocomplete view? As far as I can see only the Lookup Module's primary field is displayed, and there is no way to change it. Currently I'm testing Zoho CRM for a klient and trying to make
Bug Report (and work around) - Zoho CRM mail merge - "Unable to pull records from your data source"
After many frustrating months I have today finally identified a bug that has been causing errors in Zoho CRM mail merge. When you are in Zoho CRM and select (using tick boxes on left) a list of records - and then click the mail merge button.,,, it opens
Hit rule doesn't apply
Hello I'm wondering why the territory of the Hit Rule is not applying (changed name of Deals module to Hits module) is it a mix-up with account vs hit rule ? We use a field in HITS Module "Hit Type" that should put the correct territory to the hit example:
Report current quantity in all quotes
In our Deals (Potential) we issue Quotes for Products. I need to generate a report that shows me how many of each product is currently out on quote. I cannot seem to find a way to produce a report that shows the correct total if there are multiple units
Dependency field mapping unavailable
Hello, I am trying to use the map field dependency feature but it does not show up in the setup options for any of my modules. I have tried adding brand new pick lists as a test to make sure they were not previously mapped, and they are not system-required
Fee to Use Zoho CRM
What level of service do I have to pay for to use CRM?
How can I automatically change lead status when I send them an e-mail?
Hi! I've just started using ZOHO CRM, and I would like it to automatically change lead status when I send them an e-mail. How can I do that? I've looked a setting up macros, but then I have to run the macro every time I send an mail, and that's not useful.
How can I use a lookup field to lookup data in 2 different modules?
I have two modules "contacts" and "agents". I have a lookup field named "referred by" which could be either a contact from the "contacts" module or a contact in the "agents" module. Is there a way for me to have the lookup field look in both modules?
Error message function 'Value is empty and 'tolong' function cannot be applied at line Number 7'
My workflow (see attachment) is triggered as soon as the expected weekly turnover is changed in the companies module to an amount higher than 0. After that, a function (see attachment) must ensure that this amount is copied to the registrations module.
You can't change the color of zoho-created charts
It's one thing that you can't change the colors of the bars in a chart you create in Reports or Dashboards. That is weak - every other data visualization app allows for that. It's another thing to do what is shown in the screenshot I attached - two components
Reminder even after Due date
It's noted that the reminder does not happen after the Due date is crossed even though the task is not completed yet.. I think it's essential that the reminder still works & it shows as "overdue" Kindly activate this feature urgently else essential tasks would get missed. Await your actions. Thanks, Deepak
Custom field in Potentials not showing up in Zoho Sheet View
Hi, I hope to explain myself properly. I have created a Custom view for my potentials to only show me: Potential Name, Amount, Type, Contact Name, Campaigns... (see attachment "potential-display") Contact Name and Campaign are Custom Lookup fields that I have created under the potential Customization Fields/Layouts Now when I press the "Zoho Sheet view" or "Print Mailing Labels" the "contact name" does not show (see attachments "zoho-sheet-view" and "print-mailing-labels") On the other hand if I
Report on Event Participants
Hi all, How do I report on event participants? Our events are actual training courses which are chargeable so it would be good to have this level of detail in reports. We currently get around this by not using the Participants field, instead we use a custom text field....YUK!
Add Button to Home Page
There is functionality to add buttons to Modules however; I don't see the option to add a button to the Home Page. Is this possible?
Rounding up & decimal places problem with quotes
Hello, First time I've posted here, thanks for a great product: cheaper and easier to use than salesforce (we were paying customers for a year), less of a headache than sugarcrm, more personable, etc.... I really think we've found what we're looking for and wish you the best. We have found a problem with quotes and invoices though, so if someone could put this on their list of things to fix we would be very grateful: This is the sum we want to do, what our accounting software does and what the taxman
Adding country code (+91) for all the leads automatically
Hello, We want to add the country code (+91) to all our leads mobile number. Also it should automatically get updated when the lead is registered. Please guide us! Thank you!
Zoho Personalized technical support
hello, We have issues regarding the integrations with APIs therefore we had scheduled meeting with zoho support team. But twice no support has been given yet and no one was present or attended the meeting call. We want an immediate help regarding our
Emails from Zoho CRM to Gmail Going to Spam
We are having repeated problems when we send email out of Zoho CRM to a customer's Gmail address. We are hearing constantly that people didn't get our email and/or it went to their spam. Our customers include a lot of older folks who might not know to
Cant access Data Enrichment
Have set up data enrichment but its not showing as an option when I either create or edit and account
I am searching "All Contacts" view but cannot find all our Contacts.
I am searching "All Contacts" view but cannot find all our Contacts. Regards, Liz Guthrie
Run Convert Lead function when certain Lead Stage hit
Hello, I want to automatically open up the Lead Covert page when a lead transitions to "Qualified". I know I can do an automatic mapping using a workflow, but I want the user to be able to enter the information manually just like they could if they clicked
CRM Analytics Has Lead Status Out of Order
Hello, I've never been able to get the stages of leads or deals to show up in the proper order on the analytics dashboard in CRM. How is the order defined? Is there a way to change this because it doesn't really make any sense. Here is my information:
Zoho Quotes Webhook Product Table
Hello all, I am trying to set up an automation where when a Quote is edited, Zoho sends a webhook to a URL. The issue I am facing is that I cannot find how to put the product table in the webhook body. I can reference any of the fields in the layout,
Concat with punctuation
I have a formula field on a contact record to Concat: Concat(${Contacts.First Name},${Contacts.Last Name},${Contacts.Account Name}) Is there a way to insert punctuation, like an underscore, between ${Contacts.Last Name} and ${Contacts.Account Name}
When searching All Contacts view I can see record but Administrator cannot.
zcrm_1353144000019982104 I can see this record on All Contacts search but another User cannot find the record. We are both searching on mobile #. We had this non-visibility issue resolved last week, but this now sounds similiar issue. Please advise. Thanks.
Quoting Subscriptions
Has anyone had any luck quoting subscriptions using any Zoho product?
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