How to edit an auto-number field?
Greetings, I hope find all doing well and safe! I have two customised fields on my CRM, one from Leads and the second from Potentials. They are auto-number field, with prefix and suffix, and are used as unique identification to each one (Lead number,
Pop-up before closing a specific task
Hello. Is it possible to get a pop-up message when closing a specific task. We have a task with sensible information and I want that everyone deletes that information before closing the task. Is it possible to get a pop-up message or reminder when someone
How to see if contact has other Deals
I'd like to know the best method for adding a section or related list to the Deals details page that shows other Deals a Contact has. In the Contacts Module, the detail screen has a section with all of the contact's Deals, and I'd like something similar
How to share Activity Tasks with a colleague?
I want to make sure for an important task that it will be not missed. So I would like to share this activity task with my colleague - so my colleague can see this task as well - but is not responsible. But can act on that topic if I am not available.
Attachment Category
We've been using Recruit and CRM the most and for the most part, they have been awesome. In Recruit, when we upload to the Attachment section, we would have the option to customize the Attachment Category of the file we're uploading. We're free to create
Specific attachments visible for specific users/roles
As of now, it is not possible to let specific attachments be visible only for specific users/roles (see question below). I want that only specific people can see attachments within a module. Any other users who want this feature too?
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
Automatically update the list price in Zoho CRM price books and quotes
Hello, I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the List price which is causing me a problem. I need to have 3 scenarios 1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book. Ideally: 2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should
Linking Vendor Purchase Orders to Deals
Hello, I'm trying to figure out the best way to utilize the Purchase Order function in the CRM. My client is in construction and tracks all opportunities in the deals module. Once a deal is won, I would like a way to link the vendor's purchase order to
Attachments lost when editing an email template
I have a big issue, we created some templates that we wanted to personalize for each deal and we added to these templates two attachments for each, but when editing the template, we loose the attachments, they are here when i send the email but they are
Deluge Change Quote Stage When Quote Stage is Changed
Hello community, I need a Deluge code to change the Deal stage when the Quote stage changes. I want to use Workflow so when Quote Stage is changed to Accepted the Deal Stage is moved to Accepted. Thank you so much for your time and support! Ivan
Duplicate Leads
We have a problem with duplicates. So we create a lead on Zoho whilst prospecting. Once the customer is happy to proceed we forward them to a webform powered by Zoho on our website. We need them to fill this form in because it involves them accepting terms and conditions. The form is at a fixed link which we give out i.e. www.company.com/form When this lead enters Zoho it creates a duplicate and the sales guy just don't use the merge and find duplicate functions at that point. So ideally it needs
Zoho CRM Plus - Where do I find/edit opportunity dashboard and custom charts added to it?
I have created a custom report and an associated chart. Then I added that chart to an opportunity dashboard. Where do I preview the opportunity dashboard? I see that once the chart is created I can add it to my administrator home page. However, I'd like
How to Add Tracking Numbers
I would like an easy way to add tracking numbers for outgoing correspondence that we send. We use Projects for management of tasks like this, but there is no way in Projects to dedicate a field to all our correspondence tracking numbers unless we do this under a task list and that seems off. I had thought about creating a custom module in CRM to house this information, but the information would be static. After one entry would be made there would not be another field to put in another tracking number
Custom priority queue
I have a custom field in CRM that is called priority. Is there a way currently to use a priority queue to, when one item has this field is changed, push the other items lower on priority to maintain this list. The problem I am currently having is that
question , programming zoho crm customer ids
Hi, We are new customers of Zoho products, currently we are using zoho crm ultimate for insurance, zoho mail and zoho campaigns. To your knowledge, is it possible to program the number ID assigned to new customers within zoho crm? we would like to use
Force update of calculated field
Is there a way to force the update of a calculated field of multiple records? Thanks Oliver
So Disappointed in Zoho CRM DMARC Efforts
I have been struggling with a sizable spoofing problem from my domain and implemented a DMARC reject policy in my DNS. After going round and round with Zoho on the correct SPF and DKIM records for CRM and Campaigns, I could never get my CRM emails to
Bills and Payments
I have customized our CRM system as a property management system. I want to add the monthly rent as a recurring bill, the rent payment as a bill payment, and a running ledger showing bills and payments. Is there a CRM module available I can customize
Data Transfer - Obtaining Contacts and Accounts from another Zoho Account/Admin Owner, Not a User of ours.
Hello! We recently bought the Assets from another company and the agreement included the entire Zoho CRM built by the seller. This include all Accounts, Contacts, Details, etc. How do we obtain that information from his (the seller's) account and then
How do I validate email using web to lead forms in Zoho CRM?
I have been trying to make sure that users have to enter a valid email address when completing a lead form but can't get anything to work. Has anybody implemented this previously? Thanks
Zoho CRM Unsubscribe link hosted on website - how do we default email address?
We are currently hosting the Zoho CRM unsubscribe link on our website, per the below directions: When a customer clicks on the "Unsubscribe" link from the email, they are taken to the website appropriately with the form displayed. Is there any way that
Displaying Account Deal info on all Account Contact records using Canvas
We would like to show what DEALS are attached to an account on ALL Contact records for the Account. Can we show this somehow using CRM Canvas tool? I know you can assign a Deal to multiple contacts on the account but we don't want to make our sales team
Daily Report to find leads who have been called but have no open or closed tasks corresponding
Trying every way to figure this one out. I'm hoping to create a report that will tell me any lead that has been called today but has no tasks open or closed with today date. We automatically track calls but want tasks corresponded with each call as
Using API V2 create notes with user mention?
Hi, In API doc for Notes: https://www.zoho.com/crm/help/api/v2/#notes-api I would like to create a Note with a mention to a user ... using UI we text @user and Zoho adds a mention to the user, inclue in feeds, send an email ... perfect Is possible
Move blueprint that uses a widget in the 'During' transition on to 'After' transition and next State
Here's the example of a widget used in a blueprint During transition step as shown in Zoho's documentation at https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/design-a-blueprint#During_Transition For that example picture, how
Export a contact's list of a specific Category
Hi Guys, I created a custom segment called "category" (let's see the capture screen 1). Here I put the word "cliente". Now I would like to export the contact list with category "cliente" to import them into a facebook audience. Any suggestions? thanks
Sum up Related Zoho Expenses in the Deal module
Hi, Zoho support tells me it is not possible to sum up related Zoho Expenses to a Deal.... It sound to me as this should a very standard and basic feature. Anybody has a workaround ?
Auto populate a form without sending email
I would like to prefill a client's form from the CRM IN the CRM. For example, my employee would fill the form for the client, but we already have all the basic infos. Can I make it a related link ou a related list and prefill from the contact file? Or
After workflow is trigger can it send back the control to blueprint previous state?
I am using workflow and blueprint both for my real estate company. I want to implement this case. A salesperson marked the lead as not qualified and send the email to the manager and the manager can accept or reject this case. If the manager rejects this
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
Multiple fields in a custom button in a related list
Hi I've a problem with custom fields in a button in a related list.. I want one property of the parent entity and the id of the selected child entity. As a result the values are only when I set only one value. Example: In a custom Module "Households"
Disable the Calendar pop-up on Date Fields
Hello, Would love the option to disable the calendar pop-up on date fields. This would be a helpful setting to have when adding the date field to a layout in any module. Not all date fields require the need to see a calendar - specifically on sub forms.
Email from Outlook not going into BCC Dropbox
We use Outlook and the BCC Dropbox plugin to get the emails into Zoho CRM. Most of the time this works fine however occasionally, an email does not end up in the Dropbox even though the sender has specified the BCC Dropbox in the BCC field of the email.
Email from CRM being Blocked or Marked as Spam by Google
In the last 24 hours we have noticed emails triggered by Zoho CRM are being blocked or marked as phishing by Google. Specifically the messages being block are ones that included a link with those links being replaced by the zohoinsights-crm.com domain
Last move alert on opportunity
Hello Guys, I would like some help, I can't generate an email alert that an opportunity has not been updated for more than 30 days, can anyone help me?
Getting "ther
We recently noticed that events on our zoho calendar (for ONE USER) was not syncing to his outlook calendar. We tried to restart the sync, but now notice that we get the following error when we try to turn the integration on. Any ideas??
Time stamp incorrect time
Hello - The date of the auto time stamp is correct, but the time is off. I have set and double checked our timezone in the settings area. But the time stamp is off by at least 2 hours. I haven't really looked for sure. I need to know morning/afternoon
How to change the field lists for contacts in the account view.
On the account view, how do you change the fields that are shown for a contact. I want to show the title and the default is the Contact name, Email, Phone and Mobile. Thanks in advance, Ward
Ability to Tab Down and Up vs Left Right.
I posted this earlier then deleted it, thinking I had found a solution but I didn't . I would like the ability in a section to designate Top Down tabbing while still retaining 2 column fields. Right now designating Top Down puts all the fields in one single column which isn't practical. Salesforce allows you to do this pretty standard feature. Would be nice if Zoho would also implement what seems to be a pretty easy alteration in code. So to reiterate. I would like to be able to tab down, then
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