Using variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variable
how to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api to
CRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!
Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,
Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? Thanks
Associating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,
Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these company
Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.
2024 Contact relationships, many to many
I'd like to create reciprocal relationships between father - child - grandchild - referrer - Beneficiary of life insurance etc - so many to many. How do I do that? My research shows me that I should be looking for a subform or multi-lookup. However, my
Edit CRM Report Related Module
when creating a CRM report I am asked to to 1/ choose primary module 2/ and related modules (blue and green + icons represent UI for adding child and parent related modules): when editing a report after creation, I do not have the the option to change
Meeting recording in Zoho CRM
Am I missing something? When I complete a Zoho Meeting from CRM the recording doesn't get added to the meeting. I get it in my Cliq bot, I get it via email, surely it should also added it to the CRM Meeting record it was launched from?
Lookup Logic is broken
Hi， I thing that CRM lookup logic was broken. I fail to search record if record name included space, it will return all record as result. it happen since half of hour before Thank you. Kava
Attributing Physician Referrals to Specific Accounts/Offices
I am struggling to create a report that will show me physician referrals that come in under contacts that I can then attribute the the account/office those contacts or physicians are attached to. How are people associating sales rep activity to referral
Email to CRM
Hi Does CRM via Zoho One support emails to CRM, ideally as a Lead? It would also need to support emails coming from contacts which aren't already in the system. Most comms come from those usual primary contacts, but we often get quote requests and queries
Telephone Number Formatting
Hi, Following on from the April digest, here is a custom function, that Ive got in place for UK based +44 numbers contact = zoho.crm.getRecordById("Contacts", contact_id); // Get ONLY the Phone field. phone_number = contact.get("Phone"); // If phone_number
Difference Between Search API & COQL API
Hello Team, Please find the following image to understand API & COQL API. If any points missing please added in comment section. Thanks, Thisai Moorthy.
About the Portal's Public Modules
I checked the deals tab under Public Modules because I wanted the deals tab to appear on the portal for clients to check. Then, the deals tab was displayed, but But it shows data that has nothing to do with the client. How can I display only the relevant
Organisation ID
dear team, Please treat as urgent , kindly share with me my account organization ID, i want to procure zoho analytics for same organisation, so i need the Org ID
Changes on the sender email
Hi I would like to ask on how to make changes on the sender email when doing a Mass Email or individial email from the CRM.
Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting to
User & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? Thanks
How to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!
Display more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?
Picklist history tracking duration in hours instead of days
Hi. I've a field for which the history is tracked. I can see the duration in days. Is it possible to add or change the duration to hours instead of days?
Why we dont have "onAfterUpdate" in Details Page Client Script
Hi Team, I would like to know why we dont have "onAfterUpdate" trigger for Client Script in details page. With this, i am not able to process the records with the value recently updated in the detail page. Will it be available to use anytime soon?
Issue with Sorting by Stage Name in CRM Dashboard Components
I need to address an issue we are currently experiencing with two components in our CRM Dashboard, which is significantly impacting the presentation of our KPI. Specifically, we are facing difficulties in sorting the chart and funnel components by stage
Exporting Zoho CRM Deals + Contact Names + Contact Emails
Dear Zoho Support Team, Please advise on the best way to export Deals + Contact Names + Contact Emails from Zoho CRM easily ? I managed to export Deals + Contact names but I was unable to export the contact emails on the seem sheet ? Appreciate your swift
Purchase Orders Fields Update Triggered by Mail Merge / Zoho Sign
Hello, I'm sending my Purchase Orders to suppliers through a Mail Merge document to be signed via Zoho Sign. I would like to update fields or create tasks using Workflows when the Mail Merge document is signed by the supplier or when it is sent to the
How to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a product
Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.
Inviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients for
'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, Adam
Can't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up of
Button to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.
Don't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The required
CHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?
Manual entry pricing
Hey everyone, We sell financial product to our clients and we would like to track our assets under management and our growth product. For a same financial product, a client can invest, $1K, $100K or $1M, and the price is negociated with each client. The
Filtering by external field
Hi everyone, we have added an External field to our Accounts, how can we filter the accounts list by this field? It doesn't show up under "Filter Accounts By".
Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us choose
Schedule an email
Please help me how to schedule an email. I am unable to see send later option.
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