Auto Number Field dependent on type of invoice
Hello again! Im often here lately. I've created my Invoice template and as other users suggested I used autonumber field to populate Invoice number. In my country there are 2 invoice types. Ones that do not need to be numbered and are just an information
SendMail function
Hello , I created a button using deluge that send mails but my emails go to spam even my Authentification e-mail is verified . can i know how can i solve this big problem as soon as possible.
Editable doc in CRM account attachments
When I create a new account, I attach details in an excel file. When I look at it, it is read only. How do I make the excel file so that it can be edited with updates? Thanks
How to create/update a lead in Zoho with Zapier ?
Hi everyone, If you use Zoho with Zapier, you will have noticed that the Zaps always change... In the past there was a simple "Create/Update lead" Zap. It meant that when I have a new lead in instapage, the data automatically updates in Zoho. And if the lead does'nt exist, it's created. Now it has gone, and I don't understant anything to the new zaps... Can someone help me ? Thx in advance, Joseph
Mass Deduplication
I am new to CRM Professional edition. I have a lot of duplicates in my Leads module. Is there a way to perform a mass deduplication?
WHY IS it so hard to Convert Leads without losing Data?
Can anyone explain to me why I need to map and create a bunch of fields just so I don't lose data that I've already inputted? I feel like there should be an easier way to do this than to manually create new fields in each module an map each module...
Changing lead identifier
Hi, Currently, our leads are identified by first name AND last name. Is there a way to make the identifier, or lead name use the company instead? I've attached a screen shot to show you what I am talking about. Thanks for any help you can provide! C
How can we associate multiple contacts in deals module.
Hey Apart from the contact role method to associate multiple contacts to deal. Can anyone tell me how can we associate multiple contacts to deals with Subform. Or is their any way that we can add multiple contacts in the field of "Contact Name". As of
Pop-Up in Zoho CRM for Specific Accounts & Contacts
I have been trying to get a simple pop-up to display a warning message when a specific account or contact is accessed. I have tried validation rules, blueprint, etc... Is there are a way to code this in Deluge or Zoho Creator? I am not sure if others
Product workflow rule
Hello, Does anyone know if there a way to create a workflow rule to send an email based on the products added to a sales order by a specific vendor? I've tried a few different things and reached out to Zoho support and was told that workflows would be
massive spam problems with Zoho CRM emails sent via ZOHO Mail
As a company, we do NOT send ANY marketing emails. All emails are solely an answer to leads. Nevertheless, we face massive MASSIVE problems with customers in Germany, Austria, Switzerland and the UK because emails are 1. not even reaching SPAM folders
Adding search in more fields
Hi I have noticed that in product, we add a new field Part numer, and also supplier part number, but we have noticed that the Search functionality, are only searching in the Original "Product Name" How do we change so more fields are searchable? Br David Edited; This is both in lookup search, but for example, in lookup search, when I add a Products to Account, the Search function, does only search within the Product name, and not Product code or more fields. in attached files, "leads" are used in
Is there any way to get a usage report for Reports?
We have a large number of reports but cannot determine which are still used and which are not? Is there any usage reporting in Zoho?
Problems with querying subform
Hi all, I am trying to troubleshoot an issue for sometime now and still unable to resolve it. I have a Module "Sales Orders" with a SubForm "Ordered Items" (SalesOrderModule.jpg) Problem Statement: When I query with zoho.crm.getRecordById to my "Sales
increase the column layout more than 2 columns
I want a 4 column layout in my lead form. My existing lead form does not look nice because number of fields are more. Please suggest me some way..
Field input are not in BOLD anymore
Hello, We use to see the Fields Input are in BOLD font type, and it was very very comfortable. For some reason, it is now in regular font as the filed name itself. Why is that? and how can we change it back to be in bold? See the picture attached for
How long does Zoho keep your free account?
If i stop using my free account does it ever go away? Or does Zoho keep my free account for forever?
How I can export lists after using filters?
Hello, May be my question is quite strange, but I can't find this in interface In module, for example, "Invoices", I use filters and I need to export the results of filtering in Excel (or Zoho Sheet View). Can I do this?
Adding a second notes field in the organisation view
Hi all, We've recently integrated Zoho in to our work processes and so far so good, but I'm having one struggle. Basically, we leave notes on the client account at the organisation level, and the CRM natively has one notes module in the organisation view,
Easiest/Simplest way to link two fields across two standard modules such that when updated in 1 it updates in other?
Hey all, I know this is too simple an idea to be so complicated in finding an answer. Ive read a variety of posts, etc that are similar but not exact. I'm not sure if i need a lookup field, deluge script, workflow, other, what combo of those, etc Question-
Commision calculation formula using IF statement
Hello, I am getting my feet wet with Zoho and I am testing some simple calculations to get familiar with Forms and Formulas. This seems very simple and I have tried to look at examples but I cant get it to work. I have the following: A sub total field
ZoHo Table in Module Layout
Hi Everyone, I am trying to create a "spreadsheet like" set up in ZoHo CRM. I want columns and rows within a section of a module. It would look like this: 2019 2020 2021 W Field Field Field X Field Field Field Y Field Field Field Z Field Field Field Is
Quote --> Quote Details --> Product Details Customization
I'd like to add some custom fields to the Product Details list inside a quote Details. Is this possible ? In short, I'd like to calculate Margin per item using a "Formula Field" for each product in a quote.
With ZOHO Free; How do I see my scheduled tasks in a calendar view?
Hello, I am using the ZOHO 'free' CRM, and love it! However, when scheduling tasks (tasks, not events), I'd like to be able to see them on a calendar view, so I know which accounts and how many I'll be visiting that day, week, month.
Scheduled Reports Email questions. Format of XLS, Content of Email...
Q1. The .xls file that is created and sent via email is not easy to work with: - second row needs to be deleted in-order to use column filters, - number fields need to be converted to Number format from Text format. How can I change this? Q2. Can I create
Enhancements in Zoho CRM Plugin for Microsoft Outlook (Windows Users)
Here are a few enhancements with the Zoho CRM Plugin for MS Outlook for Windows OS. Synchronization of Zoho CRM records with Microsoft Outlook Earlier you were able to synchronize only the Contacts/Tasks/Events that were owned by you. Now in addition to records owned by you, you have an option to synchronize all contacts/tasks/events accessible to you in Zoho CRM, with Microsoft Outlook. For instance, let’s consider the Contacts module. You can choose the type of Contacts you wish to sync with Outlook.
Office365 Calendar
Hi Guys I am looking at setting up a team of 9 we all use office 365 and for the life of me I cannot figure out how to set up the calendar. I have been trying to follow this tutorial https://www.zoho.com/crm/help/office365/ how ever it is completely different I do not get the option to enable the calendar. Can anyone help? Also is there any real support for Zoho? I figure I need to know now before we get in to far. Thanks Paul
Is there any way to mass email Accounts in Zoho?
I know I can mass email to contacts. But I need to mass email accounts. Is there any way to do this? If not, Is Zoho planning to allow this in the near future? I shouldn't have to create workflow rules to trigger emails nor should I have to setup a custom
Gauge or Speedometer Reporting Chart Option
Any chance we might soon be able to use a gauge or speedometer chart option. Like the following: Thanks, Thomas
Child record not found
Hi, I am trying to migrate all Contacts, Accounts, Deals, Invoices, Invoice line item. I have create csv files for all the modules long with Product & Users. While migrating all the modules data I am getting success till Deal module but the moment migration
Custom Module - Creating report and chart to display totals against target
I have created a custom module (trying to do this in custom module rather than Creator) for the sales team to log monthly data for sending some invitations to events we run. It's not a complicated form, but I am unable to create a chart from a report
Zoho keeps adding 23% Tax no matter what
Hello! When I create a quote it shows me the list price etc. It is important to me that all of the quotes show amounts without tax for easier calculations. For some reason zoho automatically calculates taxes even tho I have tax set to 0: Product info:
Searching for Leads by Company Name
We sell B2B and need to search leads by company name. Is there a way to set that as a find lead search option?
Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM
bonjour, commenter Restaurer une sauvegarde Zoho CRM dans ... Zoho CRM, lorsque je v dans configuration pour importer les fichiers de sauvegarde que je viens de faire on me propose de migrer des données que depuis un autre crm ??? merci
New Stage Overview
In my CRM Deals Module, there is a new Green Thumbs up and Red Thumbs down for Closing Won/Closing Lost. This is a new feature I have never seen before. Does this replace these two stages already on the Overview steps? Should I do modify my layout?
Can we arrange Deal stages in the order we want?
Hello, I want to create a report where I would like to rearrange the order of deal stages the way I want. When I tried it in CRM, it is automatically arranging and giving numbers based on that. What could be the solution for the same?
Workflow rule are not triggered by Webform?
Hi, Our webform "creates" new leads. And I have a workflow rule that is set to act upon creation of a lead. Works when I manually create a lead, but not on webform submission. Workflow rule are not triggered by Webform? Thanks
Cant change layout in zoho crm blueprint view
I just want to know why its not possible to change the layout in zoho crm when leads are in blueprint view ? Also Is there any blueprint transition i can setup to change the lead layout ?
Is there a way to delete more than 100 Leads at a time
I am trying to find a way to mass deleted more than 100 leads at a time. The Company I work for want to delete around 60,000 leads, and it was imported more than 30 days ago. I seen old post about this and there is a way to select all contact but that
Tab Order
Is there a way to change the tab order so that you can tab through the fields in a section from top to bottom instead of left to right? We would like to setup our address fields within the leads and contacts to read vertically within one column instead
Next Page