Leads Module
Good morning, I edited a little in the Leads section, but now I can't find anywhere "Lead source" in the Leads section. When I go into edit function, it appears in all the previews (standard and admin), but it doesn't appear anywhere in the Leads section.
UI enhancements for mass actions
Dear All, We've introduced UI enhancements for mass transfer, delete, update, convert, email, draft, and duplication actions. Here are the details of changes that are currently available- Mass update, transfer, delete, convert, and draft UI enhancements
Running Tally
Hello - is it possible to keep a running tally of points used as the survey is being completed? For example, respondents are given 100 points to use during the course of the survey, and their answers deduct points from the total. For example, if they
Dashboards missing
Hello, we are using the free edition of Zoho CRM and can't find the Dashbaords/Analytics module. We checked the Setup > Modules and Fields > Organize Modules and don't see it in the list. Is Dashboards available in the free edition?
Creating a new report
Hello, we'd like to create our own reports. We're currently using the free edition and instead of the normal "Create Report" green button, there is a hyperlink to Zoho Analytics. Do we create reports another way now? I've attached a screenshot of what
Stage When Closed
Is there any way to track what stage a potential was in before it was closed? For, example if a potential is lost after the quoting stage, or after a trial stage. This would be useful info in adjusting our process. Best Regards, Sara Konz
How to use custom function to copy fields in one module to my contacts module?
I have created a module for client policies in CRM. I would like to write a custom function that would copy some of the data fields under each policy to certain fields in my contacts/clients module. The issue is there are multiple policies and data from
How can I delete the configurations in any prior organisations to integrate your IMAP account with the current organisation?
I was doing my email IMAP configuration with gmail but my IMAP settings are disable and It is showing me this note Note: You have already integrated your IMAP account with Zoho CRM in your previous organisation. We are currently allowing IMAP integrations
Using a slightly different version of our Zoho CRM system for multiple different countries.
So we have a project that will follow a certain baseline flow. This project will be run in 6 different countries. There's a baseline skeleton they all will follow, e.g. a "Customers" module, and a "Meetings" modules which our sales staff creates with
Anomaly Component Notifications Limits has been increased
Dear All, Greetings! An anomaly detector is a type of dashboard component that helps you to keep track of unusual behavior observed in a module. Based on your requirements, you can create a custom anomaly detector and choose to receive Zia notifications
How to automatically refresh a custom Contact field daily?
Hi, I created a field that calculates the days since a certain date from a Contact record. However, this field (see attachment) calculates that number of days only when that date is created. I would like that number to be calculated daily, since the
Subtract 2 dates field
I would like to subtrackt 2 date fields (custom made) and return the period in month! The only way i can do it will return in minutes, and this gives a wrong calculation of month. Anyone?
Map Deal Owner To Custom Field
I am trying to find a way to map the owner of a deal to a custom field when they do a specific action. For example, I would want to map the deal owner name to a custom deal field named "Sold By". I would create a workflow that states, when the deal
Microsoft Word Merge Template
Hello! I have created a template in Word to combine it with a custom module. When I create it and at the same time execute the merge, it works, but if I exit word and reload the template to perform the merge, it only returns a blank page. Greetings
Add contacts in an opportunity
How I could add several contacts in an opportunity in Zoho CRM?
Item count in Zoho CRM Sales Order module
Hi there, How do I make a field which calculates the total number of items in a sales order. For example, I sell handbags to retailers, and sometimes they will order a total of (for example) 87 bags, in 30 different different styles (for example, 3 of
URGENT Zoho CRM: New records being saved are putting the developer in the "Created By" meta field
I am the developer and for certain permissions, was elevated to administrator for a project. Currently, the records being created in the customer module are listing me in the "created by" and the <module> owner fields. I require these to revert to the
Subform entries on HTML template
I use Exclaimer as my signature software, but that means emails that use templates created using the template gallery on CRM look strange because the email page is significantly narrower than the signature. The signature also aligns to the left whereas
Outlook 365 and email integration with Zoho CRM
I use Outlook 365. Is there a way when sending outbound messages to clients and prospects to paste that email within that specific customers accounts notes section? Thank you!
Call button in Task 'Scheduler'
Hi there, Our telemarker works off Lists that have been created using various filters. How do I add a 'Call' button on the page that lists all the tasks? (see attached screenshot to illustrate the page I mean). The phone number is displayed on the right
USE DIFFERENT EMAIL
How to send emails from different email expect zoho.adminuserid using custom function I have already added 2 emails
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow (see attachment) but nothing is happening. It looks like Zoho doesn’t know that the Contact
Products filtering in inventory templates
Dear Zoho Comminity, I have a question regarding possibilities to filter / choose certain product types in templates. A quick clarification / need: We ship regularly products to clients. Currently we're using a packing slip which is based on a sales order
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
Daily Email with Open Tasks
Good morning, I'm currently trying to set up a scheduled daily reminder for each member of staff to see all open tasks against their name. I've created a Report for Activities > Tasks, however I'm unable to filter this by Task Status (ie only Open Tasks)
Save and continue later?
What's the best practice for working on a Mail Merge based document, not completeing edits in one go round, and then continuing edits later? As an example, we have a writer merge template that pulls CRM data and will ultimately end up in Sign to be sent
Tracking Email Opens?
I have been sending individual emails to leads using Zoho CRM, Is there a way to track if these emails have been opened?
Defining a custom range for tasks older than 15 days but less than 45 days.
Hello, I am attempting to create a set of reports that will track a lead as it's tasks age past their initial due date. I would like my reports to look like this: Report 1 = Tasks due date less than 15 days (this one is easy) Report 2 = Tasks due date
Running Audit log for active users for more than 60 days
I am the administrator for the company account. Our management has requested a Audit log for all the active users for the last one year. We see that we can only run a report showing audit logs for the last 60 days. How can run the same report for the
Python SDK V2 OAuth Problem/Question
Hello there, I´m new to python, so I apologize if my questions is dumb. I also searched everywhere but I cannot find a solution or an answer. First of all: I used this documentation for CRM SDK v2: https://www.zoho.com/crm/developer/docs/python-sdk/v2/config.html
Convert Closed Won deal to A Custom Module
I am trying to figure out the best way to accomplish this task as I need to convert closed won Deals to a custom module im going to name Post Sale, we have various tasks that will be completed after the fact and I felt that going with a custom module
Index card as summary for printing
Hey, I've got the request to generate an index card which can be printed. This should have company data as well as all contacts and the notes. I've tied to generate a print template - but there is no possibility to add the notes into the templates. We
Zoho CRM / Task View, defaults and custom views does not load anymore
Zoho "deactivitated" Activities and split into Tasks, Calls and Meetings. Since then I have switched 2 views but now module "Tasks" does not load anymore. It has worked until last Thursday. I cannot see even default views, this applies also to other
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Best way to analyze the performance of email templates
We have 133 templates that we use in CRM and an I'm seeking an aggregated way to look at their analytics (opens, clicks, etc.) so that we can quickly see which ones are performing well and which ones need refactoring. I think all the data is here because
Custom Reports - Account report that lists associated contacts in different columns
I'm hoping there's a simple solution for this. I'd like to create a custom report for accounts that lists each associated contact in a separate column by first and last name. Something like this: Account Name First Name Last Name First Name Last Name Shipping Street....... Columns 2-3 would be for the first contact associated with the account, 4-5 would be the next contact, and so on. Any ideas? Thank you advance, Jeff
Automatically assign Owners to Accounts?
Hi. Is it possible to run any assignment rules which will automatically assign Owners (Users) to Accounts? I know this can be done with Leads and Deals, but we need this function for our growing list (currently 900) of Accounts.
Lead Assignment Rules
Hi Guys, I have created lead assignment rules, however they are not working. The leads are created via zapier, how do I get the lead assignment rules to execute on all leads created? Thanks Scott
Ability to create 2 different codes in 1 module
I want to create two different automatic codes. When a personnel from the company creates a new purchasing offer I want the code to be PRCxxxxx and to be able to see this offer on the kanban board. Then after this offer is approved I want the code to
CRM COMMAND CENTER stopped working!
Hi there, We noticed today that 2 days ago our command center journey we have setup for leads stopped working. Did this happen to anyone lately? Our leads enter the Journey when they're created. But then, they do not travel to any other states as they
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