Not receiving email after comments in Notes (using @user name)
Hi! I have one issue in Zoho CRM. Recently I had an opportunity to receive an email notification after somebody writes @myname + text inside the deal or lead, but now I only have small notification on the top right side of the screen and no email at all.
Getting a 500 error when trying to initialize SDK
I've managed to successfully call API from Postman and get the right results, so I think I've set up all the tokens appropriately. But I am getting an error when trying to use SDK. 500 | Internal Server Error | com\zoho\crm\api\exception\SDKException
How can you put discount percentage into quotation?
Is there a way to put a field showing the discount percentage into a quotation?
Workflow Rules and Scheduled Actions
Has something happened in the Workflow rules? As I have noticed that they are not working as I expected them. I contacted the Chat help function and they have advised that (on one instance) that it is because I had two workflows happening on the same
Alerts for no Leads
I would like to have an e-mail alert set up to send me an e-mail if we have not received a lead in the last hour. How is this possible?
Introducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulates
How to filter for Current Date (or date report is run) in a CRM Report Filter?
I am setting up a database to manage students, and I want to automatically filter out the students who have graduated. I record their graduation date in a custom field for contacts. How do I generate the report that says the Graduation Date is after {{{Today}}}?
Closed Deal Report for each Account
I'm trying to create a report that shows me the total amount of all closed deals for each of our accounts. I can get it to work as a "Summary Report" but that format is confusing since we still have each deal as a line. I would like for each line in the
If else conditions
Hi I'm struggling with if else conditions in zoho crm fields formulas: I want to implement this If a = 10 If (ac or ac2) then 120 else if (ab or ab2) then 140 else 160 I've done this (If(${a}<=10, If(Or(${ac },${ac2}),120),
zoho crm refresh window after any field update
hello, we have suddenly an issue today, every time we change a field on a record in zoho crm, the whole browser window refresh after 5 or 6 seconds, does anyone else is having this issue?
Retrieve user field on a lead?
I want to be able to create a formula on a lead that brings a custom field from the users profile over to the lead. I've tried ${User.location}. How can I do this?
How to change default number of records per page
Hi there! How do I change the default number of records per page from 10 to a higher number? Thanks!
Emailing from Cases, tracking emails
I am using Zoho for customer service. I don't do sales. I have two issues: 1. Whenever I click on a client's email in Case view, it takes me to my Mac email client rather than Zoho email module, and not to the preferred email account either. I would like
Deals Module - Open/Closed activities
My Deals Module layout/format in the Open & Closed Activities section had a new look today. (See below) Did Zoho make a change? Previously, I could see the Task info horizontally across the page with more details. As a result, I did not have to open
Field updates cannot trigger rules
I set up a workflow that triggers when a field is changed. When I manually modify the field, it works. But, when a field is modified in another workflow, it no works。 What should I do to make it work ？
Google drive for huge files...just a link
Hi....I use Google Apps / Google drive to store customer files. Since many of these files are huge (3GB and above per client), is there a way to just attach a link to the documents from inside the CRM? It seems that now, the "Google Docs" integration is at "attach" a file to the CRM...which means that another copy is now created......but Zoho storage is too much money for the type of storage we do, and we often share those files out under our Google account...having another out of date copy in
Google Drive Extension
We have just set up the google drive extension, and it does allow us to upload and associate google drive folders to various accounts, contacts and potentials. However, there doesn't appear to be a mechanism to tell Zoho where to create the directory
Mass delete tasks from within Open Task Activity related list in other module records
Would love to see the option to check boxes next to tasks in the 'Open Task Activity' related list within a module record (not just in the "Task Activity" module) to be able to mass-update or mass-delete. It is quite painful when you need to delete tasks
Sync Zoho CRM with Contacts?
I’m running Zoho CRM, but need to use Thunderbird (IMAP) for contacts, email and calendar synchronized by Nextcloud/Owncloud for compliance and archival reasons. There doesn’t seem to be any CardDAV support in Zoho CRM. They do support CardDAV with Zoho Contacts, but that doesn’t work with the rest of their system. Is it possible to sync CRM with Contacts, and then connect to Zoho Contacts via CardDAV to achieve my solution? Any help would be appreciated. Thanks in advance!
Send Mail Task in Deluge Script was delayed for 2 days.
I have a send mail task in a workflow. I have it activating Friday Morning in at least two records. The email did not arrive until Sunday morning. Was there a server issue or is this account specific?
CRM related list table only showing linking module's fields
Hi, I have a Deals module called Hypothèques (mortgage in french) and a custom module called "Immeubles" (building). They are linked by a many to many relationship. When trying to insert the Deal's related list in Zoho Writer, I only have access to the linking module "Hypothèques X Immeubles". I need to have access to the actual Immeubles fields. Please help!
Net New Deals vs. Renewals
Is there a way to differentiate a net new deal record vs. a renewal deal record? I would like to have two separate record types as they have different sales cycle stages and don't want to add them in the same timeline. I would also like to see 2 separate
How can I invoice for different milestones i.e. 50% upfront using Zoho CRM
Good evening, Our service based business has just secured a new project. In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and
Multiple email address for each contact
Sure some people have multiple email addresses so this would keep their messages straight when they reply from differetn address, but is critical when they change to a new address!
Closed won amount not matching expected revenue amount
Hello - I am able to get a quote into ZoHo CRM at the correct amount but as soon as I move it to a deal and close win the deal, the deal amount changes to 89.7% of deal value. I have the expected value set to 100% for deal stage setting when closed won....
task created from blueprint not triggering/showing-up in function
When a task is created it triggers a workflow function. (the function sets the owner) I try to get the last task created by zoho.crm.getRecords("Tasks",0,1,{"sort_by":"Modified_Time","sort_order":"desc" This works for other tasks created in Deal, but
Zoho CRM - Magento
Hello, I am wondering if there is a possibility to connect our Zogo CRM system with our Magento webshop? I found some posts here in the forum, but all are linking to a paid third party product. Thanx a lot.
Field Update stopped working on blueprint transition
So I have Field updates in one of my Blueprints (Contacts Blueprint) to update the Associated Deal's stage upon transitions in the blueprint. This worked fine since I initially set it up a month or two ago but today it has just now stopped working out
CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the center
How to best structure company accounts that we have multiple accounts we manage
Hi! so our business we manage 3rd party accounts for our customers. Currently we track this in the account record by adding custom fields of all the information we need. This gets messy though if a company has multiple accounts we need to manage. Currently
How do I integrate google analytics with zoho without paying even more money for zoho analytics
Hi, I definitely DO NOT want to pay extra for zoho analytics, I am currently on CRM plus and I do not think it is right that I should pay even more for analytics support that most other CRMs just offer. Can I integrate google analytics with zoho without
Formula to calculate difference between the settlement date of a property and current date in decimal format
Hi I'm seeking help to create a formula which I just don't seem to be able to figure out how to do in the Zoho system. I typically do this in Excel and am essentially looking to calculate the difference between the settlement date of a property which
ZOHO HELP EN ESPAÑOL, PUEDE SER??
Estaria bueno un lugar para hallar respuestas y hacer preguntas que sea en nuestro idioma y no andar traduciendo con Google Translator, gracias!
Publish CRM Notes to Slack
Hello, I'm trying to create a workflow where if somebody adds a note to a CRM module it will post to a slack channel. I can do this when any field is updated, but I would like for the Notes to also post to the slack channel. I believe Notes are a Related
How do I pull how many leads came in per year
How do I pull how many leads came in per year?
Lead - Contact - Potential
I'm just getting set up and trying to understand the difference between Lead, Contact and Potential. We are a custom closet company, B2C. Our process involves -Customer contacts us -we take down customer info and set up an apt to design the closets
Empty rows when hiding details in crm reports
We build a summary report, with around 10000 records. We summarize by a list field with 4 values. Then we hide details to see the totals. AND GUESS WHAT !!!!!!!!!!!!!!!! thousands of EMPTY rows. SERIOUSLY????? EMPTY ROWS????????????? Can you say WHEN
New Canvas Record View: Show Account Image in Contact
Hi All, I thought it would be nice to have the image/logo of the customer account in a contact view in canvas. It seems like the data available in the canvas is only for the specific contact and not the related account. Does anyone know any good way
How can we import Purchase Orders in Zoho CRM?
Dear all, I would like to ask you if someone of you has tried to import purchase orders in Zoho CRM and how is it possible to do it... One method I was thinking is from the Settings->Data Administration-> Export to export the purchase orders as .csv,
Convert closed/won potential to Zoho Project
Hello everyone, I am a paid subscriber to both Zoho CRM and Zoho Project. Is there a way to send a closed/won potential in CRM to a project/ tasklist in Project? I seem to remember having this question answered before, but after a long hiatus using CRM or Project, I can't find the email from Zoho support that detailed the answer. Thanks, Cody
Next Page