Reports - Deals closing by upcoming quarter
Hi there. Might anyone know how I might create a report that shows me the total value of deals closing per quarter, perhaps for the upcoming 4 quarters. So quarters on the x axis with total esimated value on the y axis.
Organization Email Replies Not Showing
No replies to emails sent from the CRM using the Organization Email are getting pulled in under Contact or Lead records, or anywhere I can see. Of course the email is linked to a customer contact in the crm, i can see the SENT email and i can see when
Please enter a valid phone number? It was valid yesterday!
Having an issue with the phone field in Lead Information. Every time I view this page or make a change it is prompting me now to fix the phone number. Found that removing punctuation allows me to save but that is a monumental pain in the ass!
Error While submitting wordpress form
Dear Team, I am using Zoho CRM Form WordPress plugin to take leads and was working good but now getting below error please help. I am using Contact Form 7 INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:3:{s:18:"expected_data_type";s:4:"long";s:8:"api_name";s:2:"id";s:15:"parent_api_name";s:6:"Layout";}s:7:"message";s:12:"invalid
Dashboard revenue this month issues
My dashboard shows the revenue this month but will not show last months revenue how can I fix this? I have attached a screenshot of my dashboard.
CRM / SIgn Integration so that Contract
I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipient
how to make field mandatory only for a user?
I want a field in leads module to be mandatory only for a user in 'Customer Service' ? can I do that? I have tried to use layout rules but it seems I can't differentiate it by 'Created By' field
Mail Merge - Zoho CRM
I have a user in my organization that is trying to use the Mail Merge option from the Deals Module. Each time they try to run the mail merge, they get a blank screen. Other users in the organization with the same permissions do not have this issue. Please
Inactivate a client or account
What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contact
Best Sales Engagement Tool that Integrates Seamlessly with Zoho CRM (Ex. Outreach, Klenty, Reply.io, Salesloft)
We do a lot of outreach to sales prospects through a combination of emails, calls, LinkedIn messages, etc. We've developed an outreach cadence where on Day 1 we do _____, Day 3 we do ____, Day 5 we do ____, etc. but right now it's a very manual process
Menory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? Thanks
Sales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->
Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that the
Is there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.
ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mio
Mail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changed
how to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?
Invalid collection string
I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed
Questions on the Calls Module
Morning all I cant seem to find a roadmap for this, I have a few questions: Are there any plans to allow cleint scripting in this module? Any plans to allow "buttons"? We have integrated with Yeastar PBX, but intitiatting a call though the CRM doesnt
How to avoid mapping "last name field
Hi, I am in a stuck case and need your help. I have already imported all customer contacts to Zoho CRM, all with "last name". I have many other csv files with new fields but without "last name" value. Now I want to import these csv files to update my
Is there a way to not require the Last name for leads?
We need the last name to not be required. Thanks
Set value for "Member Status" (Campaigns / Contacts)
Hello there, a "Member Status" field is available in the linking table / association table that links the campaigns with the contacts. My question is how to update the campaign contacts, I need to set the member status to a specific value for multiple
Workflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklist
extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values and
Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advance
Order of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,
Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Hello folks, We would like to keep you updated about a set of new email guidelines from Google and Yahoo, effective from February 2024. To enhance the deliverability of emails sent through Zoho CRM, we have been actively urging customers with custom domains
email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).
Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales reps
Print customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards Max
Automated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? Thanks
Is there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leads
Require a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"
Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried to
Display image upload field in our website
Hi, Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.
Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!
Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product
Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.
Hyperlinks in notes
Hi is there anyway to post hyperlinks within the notes section of a contact Moderation Update: We will start work on supporting Rich Text formatting for Notes. The post capturing votes for the same is below, https://help.zoho.com/portal/en/community
Client Script setCriteria does not work with multiple filters
Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");
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