Trying to work with formula syntax on zoho crm and not working
Hi, i created a new module that will be used for grade sheet for any of our students, that we will be able to follow our graduate students on the future and stuff like that. The distribution of grades is based on the following parameters: A. Homework
Tracking meetings
Hi everyone, My industry's biggest challenge with converting leads is attendance to meetings. Agent calls a lead > booking a meeting with him > creating a future event > the lead isn't coming. I would like to keep track on this data, and be able to deep
Real Estate Usage
I'm in real estate which is inherently a B2C business but we still deal with a lot of vendors across different verticles. So I'm trying to decide how to organize my contacts to get the most tracking possible. Clients will of course be contacts but I then
Configure Email Not Available
Attempting to configure email, using a yahoo.com email account, but the option is not coming up under set > email configuration > email. There is no green button (as shown in help example) under the tab that prompts set up.
CRM Canvas Builder Element Lock Options
What does the lock/unlock option in the right click menu do?
Activate a workflow from Zoho Flow when a contact in CRM already exists
Hello all, I have a Zoho Flow that connects our Woocommerce store with the CRM. So whenever a order is created in Woocommerce, Zoho Flow gets the contact and creates or updates the contact in Zoho CRM. The thing is we have a workflow to send an email
How to change task assignment email content?
When entering a task, and you request to sent notification email - you receive a task assignment email subject as follows: Zoho CRM - You have a new Task (Subject: task name) then all it shows is the subject of the task (as a hyperlink to the task) and the due date. I would like to modify the data that appears on this email - to show the related customers info. Can anyone help me as to how I could do this? Thanks in advance :) Jo
Blocked From Sending Emails from a Deal Where Primary Email Addresses are Invalid
As our company grows, one of the more frustrating things has been to inability to even draft an email for a deal where the primary contact's email address is invalid according to Zoho. The problem is that we don't want to send an email to the primary
Is there a way to show sum of two columns in Dashboard component?
Is there a way to summarize two columns in the report and show the amount in the Dashboard component? To be clear: I want to show on y axis two columns but summarized together. X axis Deal owner Y axis Sum of Deals + Sum of Fees (for ex) but I want these
How to re-order mandatory questions when setting layout rules
Hello all, my question is, when creating a layout rule to make certain fields mandatory when a stage is changed in a deal, how can I re-order the questions when they appear on the "verify details" popup? When creating layout rule, I add the question in the order I would like them to appear, but once they appear on the verify details popup they seem to be random. I am using this for a type of service being performed, and once the stage is changed to "completed" I would like the mandatory fields
Ability to Create Records as part of blueprint transition
In workflow rules, "create record" is one of the available actions. It would be very helpful if this was supported in Blueprint transitions as well. The workaround is to use custom functions but most CRM users are not comfortable writing deluge scri
Creating lead from does not trigger review process?
As the title suggests, I've set up a lead review process to be activated for a specific lead source. However, when I tried to create a lead from an email within Zoho CRM with that specific lead source, the lead gets added instantly without triggering
Zoho Finance Bug: Custom Buttons no longer work within Zoho Finance Module. Only response is "An Error Occurred"
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
My products & Vendor products
I would like to make separate entries for our products and our vendor's products. That is, for each product we sell we have one or more vendors that supply that product to us - with their own product number and cost. I created a lookup field for Products on the Product page so I can associate each vendor product with our product that it corresponds to. It then created a "Products" related list in the Products module, but it does not show up on the Products page. I've tried re-ordering the related
Deals and Reports
Hi there. This is a potentially really dumb question, so please no judgement! New to Zoho and trying to help a company navigate how they use it. This company I'm working with is only using Leads and Contacts. They've never used Deals for any sales opportunities/sales
Is it possible to add a server for email relay when using a personal gmail account?
I'm having issues setting up a server for email relay. Is it possible to add a server for email relay using a personal gmail account? I keep getting a message that authentication failed I've verified that the email address and password are correct.
Share several registers all at once
I'm wondering if the sharing of several registers all at once would happen in Zoho ? Sincerely, Alexis
Can Zoho Booking update a Lead in Zoho CRM?
I've been searching online and I can't find a way to do this. I want to be able to send a Zoho Bookings calendar to a customer, have them fill it out with a time slot, enter their name and email, then update a custom field in a Lead record in CRM with
How do I set up ZOHO CRM to handle multiple companies
I need to use ZOHO for multiple companies and the data sets and screen views are significantly different that my existing ZOHO CRM database. There is only two users, myself and my assistant. We will both need access to each companies CRM database.
Links as Attachments
Hello, I'm wondering if it's possible to associate a name with a link. For example when I add an attachment and choose link. The name becomes "Untitled" and as far as I can tell there is no way to rename it. I tested this by using a Msoft onedrive link.
Dropdown Selection Determines which 3 fields get CONCATENATED for Custom Field
We want a custom field which Concatenates 3 different fields into one, to be populated based on the dropdown value of another field. In leads we have 3 different custom addresses: Freight Street Freight City Freight State Freight Zip Shipping Street Shipping
Fax Service
Are there any plans to host a fax send/receive service alongside your mail hosting service? Being able to send & receive faxes to/from Z Docs/z Mail would be most useful. Thanks Luke
Lead Conversion - Duplicate Record in Contacts
We have fields in our Lead records that are populated by a form. The same fields exist in our Contact records but the data may be different. When we convert Leads, if the fields in the Contact record have data the new data in the Lead record DOES NOT
HTML Editor delete and modify my code when I insert my HTML Email template
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns:v="urn:schemas-microsoft-com:vml"> <head> <title>LoanLogics</title> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge" /> <style type="text/css"> .ExternalClass * { line-height: 100%; } </style> </head> <body style="margin: 0; padding: 0; width: 100% !important;"> <table width="100%" cellpadding="0"
Generate a contract
Hello, Is it possible to automatically generate a contract from the information you have entered on the leads section? For example, user will enter the client information in the leads section and this information will appear on the template contract and
Non-Sales Pipelines? Better solution?
I am new to Zoho and migrating from PipeDrive, so I may be missing something obvious here. PipeDrive had unlimited pipelines, so in addition to the traditional 'sales' pipelines, we had two pipelines that were not really sales-related. In one case, we
Custom Views for Analytics Reports
Hello, Is there a way to customize the view of the tabular report that is created when we click on a graph in the Analytic section of CRM? For example, I'm in the Analytic tab here. If I click on the number "20". I get here. I only have 2 columns, my
Is there any way to create a parent/subsidiary relationship in the Leads module?
I know this exists in Accounts module, but I want it in Leads module because the lead is not an Account yet. It hasn't progressed enough to become an account. If there's no way to do this, then is there a workaround? Or is the only workaround to convert
Create Deal ID only once the record reaches a pre-defined stage
Hi, Was hoping someone can assist. We would like to create a workflow rule/function so that our deals (we have renamed them opportunities) generate a unique ID only after they reach a certain stage in the sales cycle. For instance; 1. create a deal called "Council asset repair" and set sales stage as "Notional interest" = No ID number created or shown 2. edit the sales stage of the deal to "submitted a quote or tender" = create and show a sequential ID number I have had the friendly Zoho chat people
Notes order in Canvas builder view
I'm experiencing a problem in the order of notes in Contacts with Canvas builder module view. In the standard contacts module you can choose whether ordering notes with "Recent first" or " Recent last". Once you select first or last you will see the chosen
Page Layout - Default
Is it possible to set a default layout, based on a profile? Ex: - I have a Manager profile, and Sales Rep profile. - I create a new Layout called Sales Layout, and add a custom field called 'Stage' to that layout - Under Layout Assignment, I set the 'Sales Layout' as the default for the 'Sales Rep Profile - I want Sales Reps only to see the 'Stage' field. Furthermore, whenever a Sales Rep opens a Contact record, it should always open to the 'Sales Layout'. I tried to do this, but for pre-existing
Important Update on MS Outlook Plugin using IE Browser - EOL
Hello everyone, In our previous post we had informed about the old browsers that were updated for Zoho CRM. As a result, all versions of Internet Explorer will stop working, instead Edge can be used. We hope all our users have upgraded to the new browser
Undefined offset: 1
Before all, I have a centralized model class which has the zoho php-sdk and I have 3 more model classes that inherit from it all these work fine, but I made a new one. After I set my access token I tried to make just a "getRecords" method and I got this resoponse. { "name": "PHP Notice", "message": "Undefined offset: 1", "code": 8, "type": "yii\base\ErrorException", "file": "/var/www/html/rpc/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/api/response/CommonAPIResponse.php", "line": 104, "stack-trace": [
Duplicate record with function
Hi, is there a way to duplicate a record through a custom function ? (On my concern, I would like to duplicate an invoice convert from a Quote to split it in 2 different invoices). Thus, a way to convert a quote in 2 invoices would be ok two. Thanks
Code to delete a product line in product details of quote
Please provide the code to delete a product line in product details section of a quote using deluge custom function (not xml or api call). Thanks.
Option to view all emails associated with a contact, deal, etc.
My company is using Zoho CRM with the Mail add-on to pull in all of our mail and associate it with contacts. When viewing the emails associated with a contact, deal, etc., I currently have to choose which sender's emails to view. (See attached screenshot.)
Zoho Finance Bug: Subject line in Safari expands to the full height of the page
In Safari when creating / editing an Estimate, the Subject line height expands to the full height of the page. If you type something into the subject line then it reverts back to the correct size. It's fine in Chrome. See below...
Tracking customer leads through to B2B partner affiliate link
I am looking to capture affiliate leads from a webform (wordpress) into Zoho CRM in the below workflow 1. customer lands on my homepage 2. customer adds contact details via form capture page 3. customer compares B2B suppliers on comparison list page 4.
Mandatory fields (not mandatory but a reminder if empty)
I was just curious if there was a way to have a pop up reminder if a field is empty? (any time an account record is saved for instance) I don't want it to be mandatory because the field needs to be filled out later in the process, not when the record is first created in the database. So it would need to just be a 'reminder' of sorts so that it gets filled in. Thanks for the help! Aaron
Calendar view for custom Datetime fields
So we have custom datetime fields that denote the days our staff members should call clients. These are stored in different modules called things like "Meetings". On the home page of our employees, we'd like this visually represented in the form a calendar,
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