Custom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select
Advice for my first project in Zoho
Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my
Profit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get
How to add new deal to existing contact
Hi, I want to add new deal to existing contact.
Automatically assign Contacts to Account owners
Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
How to hide Predefined views
Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,
Deleting Views
How do you delete views? Please syd
Customise Search Bar in CRM
Is there a way to customise this search bar in the CRM to add fields?
Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?
When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which
Request for Alerts on Workflow and Function Changes.
I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.
Field Update: can't find a custom multi-line text field in the options list
I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I
Can't delete/hide related lists
Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list
Enabling 'From Number' and 'To Number' fields in the Calls module
Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed
Custom emails for Portals not working
I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.
CRM Implementation
I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?
Cannot average "Duration (Time)" from Pick List History Tracking in Reports
Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar
Unable to Schedule One-to-One Emails in Zoho CRM
Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve
Repeatable Fields/Sections in Zoho CRM
Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named
Formula in Sub Form
Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there
Contacts with Deals not appearing.
What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
For Each Loop only returns 1st result of List, not the whole list?
I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each
Planning Sales visit to local lead, contacts
Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Changing Related Modules in a Report
Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Emails and Kanban for Portals
There was talk portals would have emails and email templates, and kanban view. Is there any release date for this? Portals has been so good for offering a simple crm option. It just needs a couple of small things.
Can the Comments from approval process be posted onto a module field and not on the timeline?
I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on
Calculating Active Months and Recurring Monthly Revenue
Hi everyone, as part of my offering I have a membership community that people pay monthly for. This is hosted on Squarespace. In my Zoho CRM I have added a field for the date a person becomes in active. This means there is a "closing date" which is the
Introducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,
ZOHO CRM API changing timestamp format
I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not supported by USM. Is there a way I can change this format to for example(yyyy-MM-ddTHH:mm:ss)?
Formula field update
In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, if
Surpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal
Custom Modules Support for Zoho Creator Integration
The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code
Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter
An accurate email totals report
DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.
Trouble Creating Basic Chart for Accounts - past 6 months
We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"
Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view
Creating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd
Tab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for
Brand New and have some questions
Hi everyone. I am brand new to Zoho and have some questions I need help with. 1. I just imported a bunch of contacts and most of them don't have any association with an account. However, an account is required to add them to pipelines it seems. Can I
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