Workflow Rule Issue. Incoming email
Hi. I have an issue. Workflow Rule on Incoming email does not work. I want to update the custom field when a new email has been received. In the screenshot, you can see my rules. P.S I checked these rules for outgoing emails. It works correctly.
Google Ads to Zoho Forms to Zoho CRM
Q1: Hi, I using Google ads to collect lead. Using Zoho Form to create form and EMBED by using JAVASCRIPT to my wordpress site with Avada Theme. 1. I have integration Zoho CRM with Google Ads 2. I have "Checked" the Zoho Form "GCLID" Box and installed
Force Log out of users
Is there any way as Administrator I can force users to log off manually? Or is there an automatic log off after a certain amount of time inactive? Thanks
Tasks with calendar time slots | Free/Busy
Hi, So, Zoho Renamed the "Events" Module to "Meetings". Make sense in 2020... But, when I want to have a task that will take a time slot in my calendar, it kinda made sense creating it as an event. Now, It doesn't make any sense to make a meeting out
"Revoke Blueprint" functionality for tasks
We require this feature to be able to advance the tasks which are not being taken on by their assignees because of different reasons. When an assignee is not able to advance their tasks but we do know that the particular job of the task has been finished
Change default to Append instead of Overwrite for Multi Select Mass Update
Hello, I have a multi select field in Leads. I'd like to always append when I make mass updates. How can I change the default to be Append instead of Overwrite?
Embed google spreadsheet to Zoho CRM contact
How can I embed a spreadsheet of a client into the contact part of Zoho CRM?
Linking EMail to a Case
I need to be able to link a sent email to a case record. How do I accomplish this?
Is it possible to attach emails to a case in zoho crm?
We use cases for service issues with client. Broken widget, needs fixed, etc... Is it possible to send an email from a case or attach an email to a case? We do have an email field within the case fields which is pulled when we relate a contact to the
Capturing Emails in Cases
Hi Can I push emails directly into Cases and record them as notes? Martyn
432,191 User Requests to Remove Last Name Required Field
Dear, Zoho and Community. DISCLAIMER: Yes, I can always put the first name in the last name. Try telling that to potential Zoho customers that say that's too hard. Last night, in my frustrations as a Zoho Partner convincing businesses that Zoho is a
Finding similar records during conversion using unique fields of Contacts and Accounts.
Hello everyone, Until now during lead conversion, similar records in Contacts or Accounts module were found based on the values present in the system-defined fields like Lead's email address, company or name. Now, we are also using the unique fields
Column width resize in Views
It seems as though views have a default column width. Well, it really is a bit of a mess for a user who is in this area a lot. Its the whole idea behind a CRM, see your users at glance, and should have a priority to be VERY easy and clean. The 1st column
Need to use multiple email addresses with one user (one CRM account)
I have one CRM Account and one business. I am the only user. I'd like to, ideally, be able to assign tasks/events to different email addresses (the reminder emails). Am I able to do that? I need to track different events separately and use the different emails to do so. I have added my second email address as a secondary, along with my primary, but when, for example, I'm in a Lead, and go to add a task/event, the email reminder does not give me the option of selecting from the primary or secondary
Zoho CRM errors - creating formulas
I'm having problems creating formulas. For example: Tostring(495/0.9) In the form above it returns the correct result. But when I return a string it does the wrong calculation, it only does the right calculation when I return a decimal. I am creating
Report scheduler not working?
I previously set up a number of scheduled reports (more than 20) and they are all still running. Now, when I try to set up a new scheduled report, all of my reports aren't listed (just 20 are listed) and I cannot set up a new schedule. Is there now a
Linking activities to multiple accounts
Hi there, Is there a way to link multiple accounts to tasks or events? I can only seem to be able to link an activity to 1 account and . or contact? For some activities I would like to include multiple accounts. Thanks
Tracking Email Clicks w/ Merge Field URLs Possible?
We've started using Email Templates in Zoho CRM. Overall they are useful, and what makes them VERY helpful is having data around Open Rate, Click Rate, etc. In a recent email template we created, we use a Merge Field for a URL hyperlink (since each recipient
What email option to use?
Hi We want to keep track of all emails sent/received to each contact within the Contacts module. We currently use o365 (Outlook) for emails. So should we use the o365 (IMAP) integration option rather than Zoho Mail? If so, does that mean we can email
Multiple currency limits and availability extended
Hello everyone, We are glad to inform you that from hereon multi currency feature will be available for all paid editions. Earlier only Enterprise and above edition users could use this feature. In addition, we have also increased the limits for the number
How can I add contacts from CRM to Zoho Campaigns?
Hi, I would like to send a campaing in Zoho Campaigns and need contacts from Zoho CRM. I tried to make a sync but when I have to put Custom View I don´t have any option that matches what I need. What I need? Take contacts from specifc companies that
Seperate Created Date from Created Time
I am unable to generate a report (and chart) on our leads to see how many leads we generate per day over a given period of time.. for example... 14/07/2010 = 5 13/07/2010 = 2 12/07/2010 = 7 11/07/2010 = 1 10/07/2010 = 9 etc etc It is not possible to run
General flow question
Hi, I've used CRM's for years, but I can't get my head around general flow. I have 6 resellers or so, and get quote requests regularly and find deals, leads, quotes etc confusing. When someone says, "quote me on 5 blue boxes please, don't know if I
Base Values for Industries Lookup Field (German)
We at CEYOND using the following values for the Industry selection of a company. It is used for "Branche" and also e.g. for estimate the IT budget based on the revenue. We are using those values in our new company detection extension too. Automobil Bildungswesen
Copying Modules and Fields
Does anyone know how/if you can take the customizations in the Leads module and copy them into Accounts or Contacts. For example, in leads I made a custom drop down for all the state names (as opposed to a write in) I would like to copy this over, as
How to prevent users from creating duplicated deal name or quote subject?
We don't want users to have records with same deal name or quote subject? Any solution for this? Thank you
Different users see different field names
I have recently edited a subform in the Opportunities module; added some columns and rewrote the field names in Hebrew. When I open an opportunity it looks fine, but when my employees the same one, it still appears in English... This is how it should
Adding Attachments to Quotes and other modules' emails
Hello, It would be great if when we use the send email option from different modules (quotes or sales orders for instance), we could add an attachment that was added in the actual quote or sales order. For instance, I make a Sales Order, I've added the
Some inquiries from the same potential customer (lead modification or new lead creation)
Hello! For us, lead means an inquiry from a specific potential customer. But some people send inquiries again and again, here is a problem… We can’t create a new lead for the same email (this function was decided to be blocked); When we receive a new
CRM Cases Module: Adding a custom Related List to show books invoices
All other modules in the system have the ability to add custom related lists however it’s not possible within the cases module. Does Zoho plan on giving the cases module some love and implement this? I know I can re-create a custom module to act as a
We can give access of record to superior role that is selected in User field.
How we give access superior role that user is selected in user field
Tasks
Why do tasks still show up in tasks after they have been marked completed?
Reoccurring Deals - Zoho CRM
Does anyone know a way to get a deal to reoccur each year? For example - I have a custom field in our Deals called Category. My Categories are Fall, Winter, Spring. On April 1st I want all of my Fall Deals to automatically get re-created. On Sept
Activities Details
You can check without open activity with this function in new system. RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong()); RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong()); RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong()); RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong()); total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size(); mp = Map(); mp.put("Task_Count",RelatedTasks.size());
How do you move a dead lead somewhere else other than your active?
How do you move a dead lead somewhere else other than your active?
Emailing from Activities, Tasks, Events like you can from Activities
One can go into Contacts, and choose specific contacts, then choose "More Actions." There, you can email a template to the list, or add tasks to all the contacts you selected etc. Is there anyway to do the same from Activities Tab? There is the choice of "More Actions" but it limits your choices to "mass update" or "change Owner" and that's it. No capability to email, create tasks etc from there. I use my Activities tabs to set appointments with my clients. We often have 30-50 tasks or events
Export Report to Excel - Numbers show as "Number Stored as Text"
Exporting a report from CRM to Excel 2010 results in numeric and currency columns showing as text values rather than numeric values in Excel. Each numeric cell will have an error indicator as shown below. Converting these cells to numbers has to be done
Reply All Does Not Work In New Email Version
When users attempt to `Reply All`, not all contacts from initial message are included. Original Message Reply All
Triggering workflow when specific fields are edited
Is there a way to do this in Zoho CRM? From what I can see, the level of granularity set for when a workflow will fire is at a very generic level (Create, Create/Edit, Delete). I would really like to tell the workflow engine to initiate the rule when
Remove Last Name and Company from Lead form
Is this possible? When reps in my company get a new lead the only information that they have at first is a phone number. I would like for them to be able to input the lead with just entering the phone number. Is this possible. Thank you very much.
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