when creates Related Contact Role created in custom Related module(View Contact Role) In Opportunity code error
Hi, so, in opportunity module, when Related Contact Role creates, it will creates in Related 'View Contact Role' module as shared in screenshot 41.PNG (and marked these 2 modules) - i tried the code as Contact_Role.txt , also shared the screenshot after
Star Rating for Contacts
I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.
Zoho Finance Bug: Account Popup Selection Window... #2 The Search input box barely shows on screen and it about 70% cropped
This is very easy to miss for people just starting to use the system. When adding a Zoho Finance record, you click the magnify icon to the left of account name to find your account. A popup screen appears but the search box is barely shown onscreen.
Zoho Finance Bug: Account Popup Selection Window... #1 Can't select an Account unless you click about 10 times
This is a really annoying one and makes the workflow unusable. You basically can't select or REALLY struggle to select an account from the popup window. To replicate scenario - In CRM Open the Zoho Finance module and Create an Record - Click the "Magnify
Automate Territory Creation and management
Hi Guys, We have our custom portal where depending upon an action we want to create a territory (based on roles or from scratch), assign to user(s) and set up rules on basis of lead module. I have checked the API documentation link and cannot find any
Can I edit or add to the list of Account Types in Zoho CRM?
Some of the available Account Type are: Analyst Competitor Customer Distributor Integrator etc. Can I add to this list, or edit existing Account Types? I'd like to be able to, but can't see where. Thanks, Ross
Zoho Finance Limitations 2.0 #8: Custom CRM Currency Fields will not map to Zoho Books. Only Decimal field types will work
When setting up your Zoho Finance integration you map your fields. If you have custom currency fields such as "Cost Price" setup in CRM these fields will not sync to Zoho books and you'll get errors because the "Field Type" does not match that of Zoho
mass update using deluge
Hi, using deluge how can we do the mass update in function.
Total number of account is not correct
Hi, recently I notice that the total account showed in my crm is not correct . I only have 199 while my co-workers have more than 1700. Since because of this when I using api to get all records it also has only 199 contacts. Thank you
Custom Module Email Recipient Not Named Correctly
I have a custom module ("Assets") for tracking hardware units that we sell. The identifying field in the Assets module is Serial Number, but this seems to be mapped to "Name" in the backend even though it is called "Serial Number" on the front end. I
What's new in Zoho CRM Winter '21
Delivering the best experience, both to you and your customers, has been a cornerstone of Zoho CRM since our inception in 2005. With every release, our goal has been to make that experience richer. This year, we made a big stride in that journey with
Is it possible to alter what modules are available in build a Link.
So I can't seem to access related records when passing parameters in a link or button(invoke URL). I need to pass information from CRM to Forms and the data is in multiple modules. Edit: These are already look up fields in the module that I am trying to build the link out of.
Issue with Angular App Authorization and Zoho CRM
I was searching for a way to build an Angular app that can send requests and receive responses from the Zoho CRM. I tried all the possibilities documented in Zoho CRM documentation but nothing worked for me: Steps I followed: I registered the app on https://api-console.zoho.com/service
Retrieve email template from Zoho CRM
I am new to c# and new to the concept of ERM/CRM so I was wondering if it is possible to retrieve an email template from ZORO crm and push it the infos from a database to be able to send automated emails.
Formula Fields Limit
Are there plans to increase the amount of custom formula fields available in each module - http://zohocrm.wiki.zoho.com/Zoho-CRM---Formula-Fields.html David Corcoran Batipi / Zoho Partner http://www.batipi.com
Standard Field Lengths
Hello, Sorry if this is basic but is there an easy way to find out the length (e.g. number of characters) allowed in each of the standard fields. I could do trial-and-error I suppose but I'm really looking for a list of the standard fields with the field length for each. Thanks, Chris
Make first name mandatory
Hi, I am a Zoho One customer and I operate in the B2C space. So, instead of Last name being mandatory, I want the first name and email to be mandatory fields for leads as well as contacts. How do i do this?
How to add a form widget and button on record page
I'd like to add a button to open a form in an iframe or widget for the related record so my representatives can fill out a specific qualification questionnaire form when speaking to a client without having to go to a separate webpage to fill the form.
How to pull in related Zoho Books Customer ID into Zoho CRM field
Background: I will be creating a dynamic link in Zoho CRM for each account. For the link to need the customer ID related to the Zoho CRM account (not contact). Preferably I'd like the Zoho Books Customer ID to be in a field so I can easily create a link. Question: How do I input the Zoho books account ID into our 5000 accounts for each account? I'd prefer that the field automatically populate when the record is opened. If that is too slow perhaps there is a way to have it populate itself on a batch
Renaming documents uploaded in "Attachments"
It is important for us to be able to rename documents uploaded in "Attachments" section. It is a basic functionnality. Each time we want to rename a document, we need to download it, rename it in our computer and upload it again. The process is time consumming.
FAQs on Remote Sales Office - Post your Questions
Dear All, Remote Sales Office is a Zoho CRM offering that provides a bundle of applications to help smoothen communication and interaction between employees and also with customers. The toolkit consists of the following collaborative applications Zoho
Can't see examples in Template Gallery
Hi, we are trying to use the email templates in Zoho CRM to send mass-mails to our customers. However, it seems like our version does not provide the full functionality promised in the tutorial video. crm_templates.png is a screenshot showing how the
Field Service Cleaning Company and Zoho Crm
What is the best way for me to utilize Zoho for the following- I own a Residential/Commercial Cleaning company with several hundred clients. Zoho Crm Field Service Management tools similar to FieldEZ.com including mobile gps tracking (live and recorded)
Add color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is done
Sort Activities by Priority
I need to sort my task list os that the highest priorities are at the top of the list. I found a way to sort alphabetically by priority, but no way to put the most important items at the top of my list. Any suggestions?
Can you have the name of a custom module (its primary reference) be a concatenation of strings?
Right now one of our custom modules uses a customer's first name as its name. This makes it difficult to navigate between customers, due to different customers having the same first name very often. One thing we could do is simply combine both the first name and last name fields into one, and having this full name field be the name of this module's references. However, having the designated first name is very helpful when we address the customer through things like Email and SMS. Is there an easy
Add Subform entries into Zoho email template?
Any way this can be done? I understand this is considered a "Unsupported Field", but I find this very frustrating that Subforms and other custom fields cannot be added to Templates. I need to provide a printed (PDF) form of Case records but I am
Change image universally on all emails in campaign
Is there a way to change the image at the top of all my emails in a campaign universally? Or do I have to go in each email individually and change it?
Listing Active Customers
Hi, I have difficulties about this crm concept and wondering to apply this scenario. I am selling monthly services, not physical products. For example i got 10 leads in this month and i closed won 2 of them. Lead converted to Contact and Company. That
How to copy the customization from Company-B to Company-A, if Company-A already has some customization.
We have two companies and we have bought two separate Zoho One Account License ( Organization ). I will call them Company-A and company-B. Few months back we had hired a Zoho developer to customize our Company-A CRM and the work done by the developer
Phone Checker for Zoho CRM Phone numbers
Phone Verifier - verifies the authenticity of phone numbers in Zoho CRM. The extension works with all standard Zoho CRM modules—it's an easy one-click phone number validator. Extension Link : https://marketplace.zoho.com/app/crm/phoneverifierforzohocrm
Announcement : Active Campaign for Zoho CRM
Enable your marketing and sales teams to work in sync. With the ActiveCampaign extension for Zoho CRM, you can add contacts or deals and track your contacts from within Zoho CRM. Extension link: https://marketplace.zoho.com/app/crm/activecampaignforzohocrm
Shared field between modules
I want to set up an field in the Accounts module that shows when a customer's maintenance contract expires. I want to then be able to have a field in our Cases module that displays that date. Is this possible?
Sub forms field limit
Hi, The maximum number of subforms in a module is 2. I need more than that. Could you please increase our limit? Also, the maximum number of fields inside a subform is 8. In Zoho Forms, it is 20. We'd need the Zoho CRM's subforms limit to at least be 20 so we can correctly integrate Zoho Forms with CRM. Use case: Our client is filling a commercial mortgage application. He needs to fill in a subforms all of his current Real estate assets. The subform, located in Deals, then triggers a custom
Why do I have same related List two times on the Contact Page
hi i linked the products as related list in Contact. But my problem is that Products is showing two times as related List (Photo attached), they looks to me independent as when i assign products they don't show automatically in the other list.. When
Use Custom module as Products Module.
hi We are using the Zoho CRM for Real Estate company. We sell property (products) to contacts. I tried to use the Products module to store all the property detail. but the problem we faced is that we can not have Many-to-Many relation between Contact
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
How to recieve notifications for inbound emails sent on Alias email in CRM
Summary: I want Zoho CRM to notify me whenever I receive an email on the main email domain or its alias email address Hello, I have configured a domain email 'info@abc.com' via IMAP in Zoho CRM. Any emails received on this email address send me a notification
FAQs on Multiple CRM Organizations - Post your Questions
Dear All, Accessing multiple CRM accounts using the one login credential provides administrators and users an easy way to login to different accounts. Often organizations maintain more than one CRM account to manage business, sales, and customer data
recipients/clients not receiving emails
Every now and then recipients of our emails, mostly our clients, do not receive the emails we have sent them for a period of time - for days at a time, sometimes weeks. Unfortunately we do not get any messages stating they have not received them, and
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