Workflow Rules - Email Notes Alerts
Hi Guys, Trying to set up an email alert/ work flow that will send an email when a note is entered against an account and/or contact Could you please advise how to do this? Andrew.
Can email notifications be sent out when notes are added?
Hi, I'm trying to set up a workflow rule to send out an email notification to a team of users when 1 user adds a note to a Potential. Is this possible? If not, is there any way I can notify a team of users when a note is added? Thanks, Chris
How can i add discount code field as a text
How can i add discount code field as a text in aggregative field of invoice module in Invoiced Items. as shared the screenshot for reference. There i can see only number, Currency and decimal field type. Thanks, Sidhant A.
How can i add discount code field as a text
How can i add discount code field as a text
How do I make a custom time stamp field in zoho CRM
I would like to add multiple dates to one field in zoho crm. Does anyone know how i would do this? I was thinking custom funcitons.
Setting up distributor relationship
Hello, We are a manufacturing company that works with large distributors that sell our products to end users. Once a PO is issued we ship directly to the end user. I haven't been able to find a way to express that relationship in the CRM so that it also syncs with Zoho Books. I would love to be able to populate the end user's shipping information while also being able to send an invoice to the distributor. Are there any ways to do this? Thanks in advance! Ian McConville
How to Fix Web-To-Lead Duplicate via Multiple Click of Submit Button
When a lead is on the web-to-lead form on website and fills out information, if they click SUBMIT more than once, it will submit more than one lead to CRM. I DONT want to prevent a lead from being able to be submitted twice (on different "occasions")
Workflow Update Field Syntax
Hi, it seems that the update field part of workflow is pretty limited. For text field updates, can any formulas be used? For example, to concatenate data to a field rather than overwrite it? ie: new value for A = A+B It would be great to have similar (or better) functionality as the custom calculated fields. Can you confirm if there is anything I'm missing? Thanks, David
"Call Now" action button dissapears after refreshing any page that using a Canvas layout
This problem only happens with pages using a Canvas layout. If a Canvas page contains a "Call Now" action button, it will dissapear when the page is refreshed. See attached image for refference.
Decimal values not showing in the field
Hi, I added field named as Price and type as Decimal and checked the setting also in the Decimal proprties. but still when i added values there , then it is not showing values in decimal. i tried with inserting decimal values also but it is not taking
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration?
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration? surveyforcustomers
How to edit Contacts screen columns
I want to add the 'Mailing state' field/column to the homepage of the Contacts tab. This is a screenshot of the page I am referring to: https://www.screencast.com/t/vyac4KXpU304 I want to be able to see Mailing state after the email or phone column as
Mass Delete Tasks?
Is there a way to delete tasks of a certain age (say 6 months old) from a User so they can "start fresh"?
Dashboards Create a Dashboard using a custom field
I want to create a dashboard using a custom field. I am trying to create a sales agent dashboard based on their performance. The information that I want to use is part of a custom fields and the dashboard that I see available only allow to run dashboards
CRM Integration with Australian VOIP Provider MAXOTEL
If you are located in Australia and want to use VOIP integrated with ZOHO CRM you have probably found options are very limited. I have used MAXOTEL for many years as my hosted VOIP provider and today I submitted a Feature request on the Maxotel site. If you are a MAXOTEL user and would like to see a Telephony integration with ZOHO CRM please vote on my feature request: https://my.maxo.com.au/#!/featureforum/request/128. TIA Tony
Best telephone/dialler integration for multiple calls, automated phone systems and hold music?
Looking for recommendations for Zoho dialler integrations. I'm currently using a standard manual VOIP system and make most of my calls from my mobile. A lot of the numbers I call have an automated phone system, I click the option and then get put in
Creating a Custom View in CRM Deals Module
Hello, In our deals module, we have data which are also linked to Custom module which shows under the related list. Is there anyway we can create a view in the deals module using fields from the custom module? The goal here is to update fields in every
Email template sticks words together when sending
I have created two different templates in CRM (for contacts module.) When I go to a contact and click "send email" then "insert template", the same template comes up with random words stuck together. even though when I edit the template itself, I don't
Stage History Modified Date
I am trying to create a report which pulls all the potentials that had a change in Stage during the past week but the Stage History Modified Time is not an available column when creating a report. Could you please add this to the list of fields available in the Reports section in Zoho CRM? Fritz
Better Looking CRM WebForms?
Hello Community- Hope you're well. Big Zoho fan and a One subscriber. Have created a very simple CRM Webform that is embedded on my Wordpress web site using elementor and the worlds most popular theme: Astra. But when I embed the Zoho form onto any page,
Not receiving email notification when @ in a record
Hello, I have a client user who reports receiving email notifications when she is @username tagged in some modules, but not receiving email notifications when she is tagged in Deals. We use Yahoo mail, and believe I have confirmed that Yahoo is not the
Zoho emails going to Spam folder
My emails sent from Zoho are going to people's spam folder. I noticed a huge decrease in incoming emails so am concerned about this. Can someone please help? Thanks.
Scheduled Call Ownership when the Account owner is changed
Currently when you change the ownership of a account to another sales rep the scedule call is also changed to the new rep, we dont want that to happen, the schduled call must stay in the ownership of whoever scheduled the call. Is that possible with workflow
how to search record using email using deluge
Hi, i am trying to search record using email i tried this code .. assesssmentDataRecords = zoho.crm.getRecordById("Pitch_Data", ID); email = assesssmentDataRecords.get("Email"); info email; //searchRecord = userinfo = zoho.crm.searchRecords("Leads",
Exporting Invoice Company and Contact
I'm trying to do an export to a CSV file of my invoices. I'd like to have the invoice info as well as company name and contact name. However I can only export either the company or the contact name but not both. I'd like to have the following info contained in one CSV File: Invoice Date Invoice Number Invoice Description Company Name Contact Name Contact Phone Contact Email Any suggestions?
Can Workflow Email notifications be sent via IMAP email account
Our CRM users are all configured to send emails via IMAP It seems though that any email notifications sent via a workflow are sent via Zoho's mail servers. How do we get our workflow email notifications to send using our IMAP email accounts. I have tried
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Quote get aditional materials to a field
Hello, is it possible to get aditional materials to a field from different Rows. I want to row 1 productname to a field. And row 1 quantity to a other field. Etc. Greetings Kevin
Populate subform from a Multi Select Field
Hi All Hopefully someone can oush me in the right direction. I have the following modules: Accounts Products at client ( Ours and compititions ) Contracts The contracts modules deals with the ocntracts at the cleint, their can be more than one product
Auto Number Prefix
Is it possible to write a rule or function that generates a prefix for the autonumber generated based on a field in the form? Kind Regards
Cannot figure out how to Add Up Formula Fields in CRM
Hello, I created a few formula fields in Zoho CRM and wish to get the total sum of those formula fields. This has proven very difficult to do. I looked at the custom functions but do not understand how to implement them or what the property syntax
Regulate Support Tickets' Visibility In Zoho Desk Integration
Dear All, Greetings! When Zoho Desk is integrated with Zoho CRM, tickets raised by a customer in different departments are associated with their respective records in CRM to enable users to access and manage customer queries directly from the records.
Mass closing of tasks
How do I close or delete hundreds of tasks in mass for me or one of my reps?
How to make formula field in ZOHO CRM?
I am working with ZOHO CRM. I want to make formula field in "Quotes.Payment Type". The feild is pick list. Post as payment on Account (SA) = 4 - SO 000001
Post as payment on Account (SA) = 4 - SO 000002
Post as payment on Account (SA) = 4 - SO 000003
Payment
blueprint entry criteria == new record
Hello, Is it possible to trigger a blueprint when creating a new record? I currently have a blue print working when a stage change occurs but this is too late. At the time of creating the record I would like to guide (blueprint) users to correctly select
How do I add and track custom metrics for customers?
I went through the help files and couldn't find what I was looking for, but I'm happy to receive a link to the correct page if my question is answered there. I work for a professional association (NGO) and we have two things our customers can "be": A
getting datatype boolean error - on update task
Hi, when i am trying the update the field , then i am getting this error as attached .. may be the data type boolean as expected not getting .. i tried with 'True', 'true' but still i am getting error .. screenshot ... here is the code i tried, contactRecords
Creating My Report (Free Version)
Hi all, We have created our Business Development database, the only downfall is getting 'ONE' report from the databases information. We want a report that shows. > Account Name / Company > Contact Name > Contact Title > Contact Number > Contact Mobile
Zoho CRM Module Icons?
Where can I get the images for the various modules like Leads, Accounts, Contacts that show up in activities Related To field? Thanks, Glenn
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