Change default task priority?
In CRM, all tasks created are automatically set to high priority. Is there a way to default this to normal?
Filter deals using closing date field for current quarter
Hello, I'm trying to create custom view and to filter deals for current quarter. Is it possible? I see only "This Month" and "This Week" options Thanks
Can't Share via Cliq within CRM with a user
We use Share via Cliq a lot within CRM, and successfully share with users. However, we have a new user who we are unable to share information with. We are connected in Cliq as contacts, but he just does not appear when we search in the Users box What other settings do I need to check?
Action/Webhooks's 'URL to Notify' is not working as expected
Hello, The 'URL to Notify' field in the Webhooks doesn't accept wan't to accept whatever URL is passed to it. For example consider we have the following URL: https://test.asdftre.com/api/ , it states that it is invalid, but there is no reason for it to
True Historical (History) Activities Listed Under CRM Accounts?
It is extremely frustrating to manage historical activities within an account record. Under "Closed Activities", there is the option to sort by "Due Date". Unfortunately, this "Due Date" only applies to "Tasks" and doesn't apply to "Events" or "Calls.
Set Task Custom Field to X if Related to a Lead
We have a custom field in our Activities / Task module called "Category". Example value would be "X" or "Y". How do we automatically set the value to "X" if the Activity or Task is related to a Lead, and to "Y" if it's related to a Deal?
Existing Contacts Through Website Form Importing to CRM
Hello, I have a form on my website that when filled out imports to Leads, and then I can convert to Contact. Each one of my records could have a project, with project details. What is Zoho's best practice for efficiently handling an existing Contact who
Limitations to amount of checkboxes
It seems as though there is a limitation to the amount of custom check-box fields, as well as other types of fields in the CRM. Is there are workaround to this? It seems even enterprise is limited in the number of check-box fields that can be created.
Calculation of custom fields in CRM reports
Hi, I would like to make calculation of my custom field positions directly in reports before I export it as Excel. Is that possible somehow? Thanks! Regards, Elias
Setting up and Cold Calling Leads with more than 2 phone numbers?
We are cold calling people. When a lead comes in it has a list of 1-12 possible phone numbers that might work for that lead. Our leads utilize the built-in "Mobile" and "Phone" fields along with 10 custom phone number fields. We have to manually dial
Call Transfer Solution
Hi everyone! Given it doesn't look like Zoho will be including "call transfer" in their phonebridge system any time soon, I was wondering if anyone has had any success finding a work around to this issue?
Can I get the current logged in Zoho User Details?
Hi, I am developing a C#.Net Sales Board and need to know the salesperson currently logged in when they view the board site to retrieve their ID, team, and other custom fields from their CRM user module. I have successfully setup my .Net app to connect
Email Open Timestamps
Hello, I'd like to ask how can we get the Email Open Timestamps in the reporting rather than the open counts? Or can we get the corresponding timestamp on each specific email open? Similar to the email click reports where we get the Clicked time. Hoping
List view in Zoho CRM gets a new look
Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View. The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required,
ISSUE With this update....Refresh Page Or View After Workflow-Triggered Rule
Doesnt seem to work on all edit triggered workflows.
Automate birthday wishes in CRM
L.S. Is it possible to automate sending birthday wishes (with mail template) based on date in "birthday field" in student profile/registration in Zoho-CRM? Thanks in advance for any tips.
Birthday automated emails
Hi, Im currently on the professional version. I have seen a few posts in automated Birthday emails but cant seem to get any feedback if this will ever be a feature. Ive tried integrating with Coconect but that did not work and no support!! Please let
Trigger assignment rules integromat
Hi, I'm new to zoho crm and I want to know if there is a way to activate the assignment rules when I create leads via Integromat. I use Integromat to push leads from Facebook to zoho crm, I can activate workflows from Integromat but since the leads I
My contacts in duplicate accounts are moving without permission
We have duplicate account names (eg. Madison Police Department) since we have public safety accounts in different states with the same name. We have recently realized that when we save a contact or a deal or send an email, the contact gets automatically
How do I apply a sort to the drop down list of products for 'Choose Products' dialog of the 'Add Line Items' in the Sales Order?
The products listed are properly filtered by the search box, but they are not sorted in an order that would be easy to find the correct product listed. Is there a way to specify a sort order? Maybe through one of the views? Also, can we add columns to
Update Module giving error
Hi Community, Im using zapier to upgrrade module entry but I'm keep getting an error "Unable to create entry in module: Events. Error : Invalid data for the field participant. Detail : expected_data_type long, index 0, parent_api_name Participants"
Multi currency not visible - Enterprise trial subscription
Hi, I have Enterprise-trial subscription and I am not able to access multi currency features. ZOHO says it is available in Enterprise subscription. Is there any way I can test it? BR, Michał
Copying Lead data to Account record
Hello, What would be the best way for me to achieve this: I have a data field on the Lead record that I need to be automatically copied to the Account record when the Account record is created. I'm a new user and altho I've looked at Workflows, this doesn't
Changing Verify Details form when a Deal is Closed (Lost)
When a deal is lost and it is being closed a Verify Details form pops up. This information when saved creates a note. I want to add a few fields that get saved to the deal record. How can this be done? Regards, Glenn
Outlook integration for contacts: are deletions only sync'd one way?
When I delete a Contact in ZCRM it is also deleted in Outlook Contacts (which is good). But when I delete a Contact in Outlook Contacts it is NOT deleted in ZCRM. Is this deliberate? If so, can you explain it to me please? Many thanks Steve
Change email default view
How do I change the default email view under Contacts from "Sales Team" to "sent emails from CRM" This way I can see the emails I have sent.
Mass Update mechanism suddenly ceasing to work, can't click on "Ok, Proceed"
We have a field in one of our modules which we use to trigger a mass update to over 3k records on every week. We do this simply to update some formulas involved there. Suddenly this seems to have stopped working. The "Ok, Proceed" button isn't clickable.
Propagating contacts of new address field in an Account
I have added an Area field to an Account's address to cater for addresses like this: The Old Workshop Eaglewood Park Ilminster Somerset TA19 9DQ United Kingdom A corresponding field exists as Billing Area and Shipping Area in Account records and as Mailing
IMAP password credential encryption and storage
Hi everyone, I wanted to double-check how ZOHO CRM encrypts and stores our IMAP credentials at rest. To connect ZOHO CRM to our Outlook servers via IMAP we need give ZOHO credentials to email accounts of our team. I have three questions regarding that
New Module with a Pipeline
Hello, We have been trying to use the CRM Deals to also be the process for things like government proposals, but we are running into issues where are typical deal pipeline does not really match that of a government proposal. We think that we need to create
Formating just Created task to update module
Hi All, I am attempting to store the follow-up task ID created below in the Enquiries Module. When I do info on the Follow_up_task_id it gives me the right Task ID number that was created. But for some reason it is not storing it in the following update
EUR currency settings: comma vs. period
Hi guys, I’ve set the correct currency format for EUR in Zoho CRM: thousand separator – period, decimal separator – comma. The correct format should be: 4,50 (with comma), but 4.500.000,99 (with period). Now, I have a lot of currency data in my Excel
Calculate the number of days left off based on the date request date field.
Hi everyone, I have 2 fields with a date data type named DATE REQUESTED and DATE RECEIVED and I have an age field which is a formula field. Age is the container of the numbers left off based on the input of Date Requested, It calculates perfectly during
3 Decimal places on products and quotation
Hello there, i try to customize the standard value field on products because our costumer NEED 3 decimail places, i change the setting on the standard field but nothing happen... no change on the product view and nothing change on quotation view.. There
More than one deal per lead
Hi, I love Zoho, currently getting to grips with Zoho One and think it's brilliant but I'm struggling or missing something. I am a mortgage roker and want to track referrals, purchased leads and leads from referring companies who get paid from the referral.
Is it possible to clone/duplicate a record (Invoices) with Workflow automations?
I am looking for a way to clone a complete record with a workflow automation. I saw that it is possible to clone/duplicate a record but not with invoices for any reasons. How is it possible to do that? Thanks for help.
same email for multiple zohocrm accounts.
I have a company (one email address) that consists of 2 divisions and both are supposed to run zoho CRM. It seems I cannot use the same id to single sign on to each company ? makes no sense. especially since I intend to have about 8 of these divisions
Contact and Vendor relationship
I am trying to figure out how to link a contact and vendor up. What good does it do me to enter my vendors if I still have to remember who is my contact for each?
How can account ID be displayed
We are new to Zoho CRM and went through the import process for Accounts today. We originally could not import successfully because the records from our previous system did not have an "Account ID" field. We manually created this value on the spreadsheet
Gamescope Error
I really like this feature, so if it can work that would be great. It does not seem to be adding everything we do up under the badges. I have also tried to run some some games, and it does not add everything up there either.
Next Page