report from the quotes
I need to produce a report from the quotes. Is there any way to make this happen as noted below: 1. Report that shows all products quoted for a given time period 2. Sort by date of close & by product name 3. Gives a sub-total of quantity of product quoted by date 4. It must include the following: a. Account name b. Quote number c. Product d. Quantity of product e. Expected close date (similar to potential) f. Status - Closed Won and Closed Open (quote) Is this already available or did I miss something
How to set stage update permissions to certain users
Hi: Hope you can help me with this one. On Deals or Sale Orders: How can I set Stage field permissions: 1. Who can add/update the stage field 2. Who can set a specific stage (closed won or lost) (ex. Admin only) Thanks and regards,
Formula Field to calculate based on Picklist
HI Team, I am trying to create a formula field to calculate value based on picklist and other field. Pick List Fields are: Month, Week & Day Hours: Number Field Formula Field: I want to achieve if I choose Month it should calculate 30 x Hours, If I choose
Custom field for Call Activity 2021
I know the original thread is closed, but I still don't see any customization for the calls field. Normal?
Email layout
Has Zoho made yet another, pointless and unhelpful change to the basic email template without telling anyone in advance?
Number to text
Hello, When performing a mail merge I need the ability to take a numeric value and convert it to text (English). For example, $5,230 will become "Five Thousand Two Hundred Thirty Dollars" in the merged document. Thoughts? Thank you
How I can view CRM emails that have been sent from another module?
Hi In our Contacts module we can see all IMAP/CRM emails for each contact. In our Leads module,if there is the same email in there thats also in the Contacts module, we can see the IMAP emails, but not the CRM generated emails. How can we enable this?
Remove chilean currency symbol from PDF quotes
Hello guys, I need to remove chilean currency symbol from the quotes. See image: I understand the "Ch" on the side of the $ sign may be part of an international nomenclature format, but here in Chile we dont use it. We only use the "$" sign, and this
ZOHO CRM ROLES FORECAST
hi, I want to have the forecast target for sales manager and i want the sales manager to be under general manager , however in forecast module it only shows general manager and not the sales manager
Is it possible to put the zoho crm report in the Zoho crm dashboard
Hii Team, I have created lots of reports in Zoho crm and is it possible to put that report in the Zoho crm dashboard? Thanks & Regards, Anubhav Pandey t +353 1 886 5684 (IRL) +44 121 285 5684 (UK) | e anubhav.pandey@targetintegration.com Website www.targetintegration.com | Twitter @targetint
How to Connect Zoho CRM and Desk, and let the customer track ticket on website
Hi I would like to ask, can we make this scenario: a web form to let the customers request a service and connect this form to my website? then this form will be converted to a ticket in Zoho CRM and Desk as lead, then as an employee, I can track tickets
How Trigger Workflow w/ Field Updates from CSV Upload?
We've setup a workflow that triggers When: On a record action > Edit > Specific field(s) get modified. Then we're importing CSVs to update a couple fiends on a bunch of records where the triggering field would be modified, but it's not triggering the
Follow up task reminder quarterly
There are zoho follow up reminder settings for Monthly and Yearly. Would it be possible to add Quarterly to that list? Also a "Custom" option would be great as well.
Solved: Add a button in the CRM to activate a ZohoFlow activity
Here is a useful little code example that can help create complex workflows triggered by buttons. The scenario I wanted to perform a many activities for an advisor when they are starting to work on a client inquiry. Once an inquiry is has been picked up, the advisor needs to set up a time for a call with our client to discuss, which means sending an email meeting invite (with a link to Zoho Booking) setting up dates, making notes on work activities and creating a follow-up task should the client
Is your industry down during this pandemic period? Best Industry to Select in this Pandemic!
The current pandemic situation has put most of our business dreams down. Many New Entrepreneurs have dropped the plan of starting a new business. What do you think to overcome this situation? To put the words in a specific way, what industries the New
How Trigger Action/Webhook Once?
We have a Webhook Action within Zoho we want to trigger for about 350 leads (currently these 350 Leads are identified with a special field.) We just need to trigger this Action one time for all 350 Leads, but we can't figure out how to configure a Workflow
Assigning actions to the lead owner automatically
We have a rule in place for responding to leads. When I assign a lead owner, I'd like that lead owner to own all of the actions related to the task but I don't see how I can do this? Instead it's automatically assigning the actions to one colleague.
Deleting account deletes associated contacts
I have noticed that if an account is deleted, then all associated contacts are automatically deleted. This is too bad. I would like to keep the contacts but have the link to the account dissapear for example. This would be safer. thks Christian
Getting data into Contacts list
Hi How can we scan in data from business cards and QR codes into the Contacts module? Thanks
Unable to remove Junk Leads from All Open Leads
Hi, I'm trying to change the criteria of the "All Open Leads" view so it ignores leads I've marked as "junk", but when I enter the "edit" section I get the "choose columns" options (where you can add or remove fields from the view), but there is no option to add criteria to the view. Am I missing something or is there a problem? Thanks for reading, hope someone can help! David
Loosing Tasks, meetings and calls when converting lead to contact
I have a lead funnel that it attached to a blueprint that has tasks associated with it, plus we use calls to log calls to the prospect. I have just started to convert the leads to contacts and noticed that I've lost the tasks, and calls. Do i have to
Zoho CRM Tasks included in Calendar view
Currently only Meetings and Calls are viewable in the calendar. This post: https://help.zoho.com/portal/en/community/topic/view-tasks-activities-in-zoho-crm-calendar is locked saying that it's on the roadmap. Is there an update on this? Really strange
User Tips: How to Disable Cloning of Records - Workaround using auto-number field and layout rules
How can I stop my users cloning records? I see this question popup a lot so thought I'd post up my simple workaround that stops people cloning records but still allows them to create records. Steps involved. Add an auto-number field to your module layout
Compliance Settings
I'm using the compliance setting of ZOHO CRM but have been facing some limitations. - The Conset Form is terrible, i had get the consent with other tools and upload trough API. How to upload consents from other tools (survey, forms...)? - Moving a contact
Send Mass Emails - Automatically / On Schedule
I'm looking for a solution which will allow us to send Mass Emails to about 50+ contacts every Sunday at a specific time. Any idea how this can be achieved, workflow or function?
Workflow does not trigger if editing was made by another trigger
Hi, I'm having the following issue that hopefully someone could point me a solution to it: I currently have the following workflow: 1. Sale Order is created alongside a Purchase Order. 2. Purchase Order gets "Approved" by the vendor. 3. Editing the Purchase
Zoho loading time
Hello everyone, I don't know if I'm the only one facing slow speed of loading in zoho but I need help/advice. As you can see on the screen below Load time is 809 ms (very slow). And it's not my internet for sure as you can see on screenshot below I have
Customer portal - many to one
RE: Customer portal many to one We are in construction and work with several outside companies on a single deal. After banging our heads and speaking with ZOHO they cannot offer a solution. Can anyone here offer a solution? USE CASE: Deal name = Big
CRM Filter "Does't Contain" Issue
I'm trying to filter my leads in CRM to view only the ones that the "Company" field doesn't contain "Word1" or "Word2". but when I select company and set the "doesn't contain" selection the filter doesnt work for both words. It only looks at the first
White space at top of Zoho webform
I can't figure out how to remove the really big white space above the webform on my website, which I generated in Zoho CRM see https://expandacraft.com/contact/ (It looks horrible)!
Documenting the system customization
Hello all! Like many of you, I'm sure, I have been customizing the CRM to my business needs myself. This includes custom fields and modules, automations, blueprints and much much more... By now it reached the point where I feel an urgent need to have
Change default font and text size in CRM Mail
How do you change the default font and text size in CRM mail? It's a pain to have to reset it each time I open an email. It should be the international standard of Arial anyway.
Send attachments from record on email body
Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?
Save Email as Draft in Record
Please consider adding the functionality to save an email as a draft when composing an email from a record. Thank you - Kevin
Lead Conversion Oppt Creation Fields
Hello Zoho community. When converting a lead to an opportunity a list of questions comes up that will help build out the lead. How do I add or take away the questions asked on this screen? I have highlighted the questions in yellow below
Filters and Search: Make default text dropdown option "contains" instead of "is"
Hi Community and Zoho Team! I would like to share a suggestion for the search and filter options in the CRM. In my opinion, the default dropdown selection for any text field to be searched/filtered should be "contains" and not "is" (exact match). Most
Manual Record Sharing Levels Clarified
Hello all, We are sharing records manually since any of the automation and record sharing options do not work for us, but I have some questions. When you share the record manually you have some options: 1. Share with related list 2. Shared without related
Adding multiple contacts to Cases in a similar way to the Deals module
We have started to use Cases for managing post-sales support activities. In our business, which is distributing research equipment to (mainly university) research labs there are often multiple customers getting involved (Eg the student user who first
Zoho CRM with Drupal Webforms
Is there a way to connect Drupal Webforms with Zoho. I have found the module to SalesIQ, but haven't found any easy integration for CRM with Drupal other than this outdated 3rd party module: https://www.drupal.org/project/zohocrm I would like to connect
Next Tweleve Months
If there a NTM report that can be put into the data that come up for analytics. tthx
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