Data Migration Help Skips contacts
Ready to use the CRM, and migrate our customers to contacts. The module and fields are all mapped correctly, however, only 1 contact was accepted. All others were skipped.
Updating Account "Bill To Account #" when entering a "Bill To Account # within Contacts"
I have "Bill To Account #" on my Account page as well as my Contact Page. Is there a way to update both when I enter in one or the other? Automatically update the other page so I don't have to enter it twice? thanks,
The rule cannot be triggered
Hi： I created a rule like this: One day has passed and it still hasn't been triggered. When I change the trigger condition to “when an email is opened”，it worked。 Who can give me some help？
Integrating Google Ads and Zoho Forms
Hello, I am following this tutorial (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_formsbut) i dont know where to add this script in Zoho Forms.
Manage attachments
Zoho CRM needs the following as this would benefit many user: 1. View records with attachments - We should be able to create a view that lists all records with attachments within a module. It would be as simple as creating an item in the create or edit
Report based on values spread across start and end dates
On my Deals I have added three fields - project start date, project end date, and avg man hours each month. Can I create a report/chart that would show the avg man hours for each month between the start and end date?
Need to add customers reviews posted on Google in Zoho CRM Lead/Contact Module
Hello, Is there a feature to add customers reviews posted on Google in Zoho CRM Lead/Contact module ? If no , is it in the roadmap or can it be added? Thanks
need number fields displayed with a comma
I see a lot of discussion regarding adding a comma to a number field. Sure would be nice to make that an option within the field itself without having to write a script, use a text field and type the comma in, or use a currency field. This is a pretty
Zoho CRM Zoom Changes
Hey Guys, Did you guys just roll out an update regarding CRM screen size/zoom/screen resolution? Previously I had 67% Zoom in Google Chrome for my Mac and it works good for me. I just noticed after logging in today that the resolution was smaller compared
Change Opportunity status in Accounts workflow
Hi, I'm trying to set up a workflow where I can change the Opportunity status (an opportunity created for an account), but I can't figure it out. I've made a workflow to change fields and add tasks when an account is changed from "Prospect" to "Client"
Massive data erasure from a field
Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that
Non Administration Permission Issues
The CRM permission system seems broken to me. We started of with a few users, and we were all admin. When the business started to grow, and we added more staff, I attempted to assign this person to the standard user built in profile, but they were restricted
UI enhancements in Zia Notification Panel
Dear All, Greetings! Zia notifications provide insights, predictions, and alerts about behavior and anomalies in the business process. This helps to supervise the business and attend to the pitfalls on the go. Thus far, the panel displayed notifications
'ZohoOAuthException Caused by:'Exception while fetching access token from grant token
Hi I am a developer and i am testing and learn zoho crm api with php sdk , it was worked 7 to 8 times but now i have getting this error : Fatal error: Uncaught ZohoOAuthException Caused by:'ZohoOAuthException Caused by:'Exception while fetching access token from grant token - HTTP/1.1 200 Server: ZGS Date: Wed, 17 Apr 2019 18:24:42 GMT Content-Type: application/json;charset=UTF-8 Content-Length: 26 Connection: keep-alive Set-Cookie: a6c51d9354=a711b6da0e6cbadb5e254290f114a026; Path=/ X-Content-Type-Options:
How can i get all Leads from Zoho CRM Query API?
I want to fetch all the Leads in my zoho crm, how can i do it? I fetch the data from script. so the 200 Limit is not an issue. Currently i use this query: "select_query" => "select Subject,Last_Name,Email from Leads where Created_Time > ".$days]. As 'days'
Visibility of the new lead to the ADMIN user
we have 5 users entering the leads into the system but as an ADMIN - I am not able to view those leads. Is it that only the lead owner can view the lead? I was hoping that at least the super admin should be able to view to ALL the leads is that pos
Quote & Invoice issues - converting,
Dear all, I have been working on integrating Zoho at my small company. Although the beginning was simple and user-friendly, I set-up the first modules with no problem at all. I then upgraded to professional, there, it started... I now have problems to
How to get all Leads that open today from API?
Is there an API call to fetch all the leads that created by date or date&hour?
PDF attachments sent via email will not open
When my users attach a PDF template (an invoice, for example) to an email sent using Zoho CRM to a customer, the customers report not being able to open the attachment. This is happening at an alarmingly high rate. When we download the PDF from a template
Map Dependacy Fields
Hi I was wondering when you will make available the option where we can utilize multi-select fields as a parent field for map dependency. We have Industry types (more than 20) that some companies over lap. Rather than having multiple fields I wanted
Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRM
How can I add a condition on a automatic flow in a Blueprint?
Hi All! I am looking forward to automating some transitions in our current workflow based on follow ups. The thing is that our contacts have multiple languages, so I would like to send an email notification template based on the language (a field in the
Workflow rule to update a field in an associated record is failing consistently
Hi All, I realised today that we are having the following issue. We have a workflow that needs to update to fields based on an action. One of these fields is in the same record (Deal), is associated with a blueprint stage and is being successful every
What are my options for integrating with mobile business phone
We have a business consisting of 2 contractors who are on service calls during the day. They will have tablets and cell phones for accessing Zoho. We have one mobile phone# as our main (and only) business phone. I would like all missed calls to be logged in Zoho CRM. What are my options for accomplishing this? I was looking at Telephony providers but we're not brick and mortar. Is there an app for the contractors personal mobile phones that will handle incoming and outgoing calls using my business
How to show custom fields from one module to another
I am using Zoho CRM... I have changed the layout of my fields to suit the UK. So for example in "Accounts" I changed province to "County" Now when I add the account to create an invoice and enter the account name then it fetches fields from the account like City automatically from what is entered in the account. Because I had to delete the province and make a new single line field called "County" it is not showing the custom field. I have made the same field with the same name "County" in accounts
Blueprints and Canvas
Hi, Im having a bit of an issue with canvas, when add the blueprint it requires a certain amount of display space, can I bring this to back and add buttons or fields above this element or am I stuck with a blank space?
Deals data (not) loading
Hi. I cannot see any detailed information for Deals, contacts etc because they all show as loading. See image. i tested in another browser and/or clear the cache/cookies but dosnt help still showing loading..... this effect all the accounts. how to
CRM Archive Contacts, Leads & Accounts
https://help.zoho.com/portal/en/community/topic/archive-contacts-leads Zoho - was progress made on this? The convo was locked and the link for updates at the bottom of the thread does not work.
Trying to run a formula based on a checkbox
I am trying to run a formula that only runs if a field is checked. Basically, if the field is not checked I want the formula field(currency) to be $0. If it is checked I want it to run a calculation based on another field. I have tried: If(${Sales Orders.Commissionable}==0,0,If(${Sales
How do you set up a workflow to trigger when a field is changed
I've created this workflow, which is supposed to create a task whenever one of those three fields is changed. However, the task doesn't appear to be appearing. What am I doing wrong?
How to disable cloning functionality?
Hello, how can we disable cloning of records for certain user or group? Thank you!
Moving a custom field from Zoho CRM to Books
Hi there I have created a custom field in Zoho CRM called Client Number that is an auto created field. I would like to transfer this field to Zoho Books to the corresponding account. Is there a way to do this?
converting from QUOTE to INVOICE
How do I convert QUOTE to INVOICE...? Walt Brodnie
Workflow Rules Closing Date Tasks
Up to four years after closing date for our clients, we recognize the anniversary of the closing date with an email and phone call from our customer service staff. I am trying to automate these tasks in workflows by creating a rule based on date/time
Workflow rules not sending out emails
I use workflow rules to send out emails to certain people when sales orders are created or changed to certain statuses. Last week this all stopped working, I've checked my settings and all seems to be set up correctly and nothing has changed on this end.
Feature Request: Easier options to send attachments from a module via Email
Hi, Right now, When you have attachments in a record, there is no easy way to send them via email. one would have to download them and then attach them to the email. I Can think of a few options on how to do it but your team will probably have better
Renaming / Editing links in "Attachments"
It would really make sense to be able to edit / rename a link after it was attached to a potential. Will be especially useful for G-Drive and Dropbox folders relevant to the potential. Listing the links as Notes or in an extra field is an inefficient
Is there a way to hide the Add New Product link on the line items in Quotes?
I'm working on customizing the quotes module and need a way to hide the New Product link below to anyone other than Admins. Our product catalog will very quickly get cluttered with all kinds of erroneous data if our sales staff can enter anything they
Business Unit Permissions
Hi, I have 2 business units using the same Zoho CRM. I've set up user groups so that they can't see each other's views and reports. How can I set permissions so that they only see certain contacts in the database also? Or - see all contacts, but can only edit theirs? Thanks, Jenny
workflow to change task owner based upon a specific field
we have a custom CRM setup When a Deal is created the derived Tasks' owner is the creator of the Deal. However, I want it to be the Marketing Coordinator of the unit. Every unit, which is a required field of the Deal, has a chosen user as the Marketing
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