Is possible to add automatically an e-mail address in the CC field in the Send Email tool located in Quotes Module?
Hi Team, I would like know if I can add automatically an e-mail in the field CC when use the tool send email from the quotates module either with deluge or anothert way, I'm willing to listen suggestions. Please se the example bellow Regards Fabian
can't use Copy Customization due to Multiple Currencies
I am trying to use 'Copy Customization' feature, but unfortunately it can not be initiated because it has multiple currencies I assume this is because two CRM has two different currencies. the Source Account uses IDR (Indonesian Rupiah) and the target
CRM / Books Integration
I'm currently setting up sync of products between CRM and Books. Why does the "Rate" price in Books sync the "Unit Price" from CRM? Unit Price is the product price before Price Books are applied so surely it should sync to the Purchase Price in Book
SalesIQ for email link tracking
Hello, I setup email inside Zoho CRM so i can track if emails are opened and if links are clicked. This works perfectly. However, there is a way, using SalesIQ (apparently), to know what the person clicking the link did on the website (e.g : analytics
Importing Purchase Orders in Zoho CRM
Hello! I'm trying to import Purchase Orders in my Zoho CRM from a csv template using the Data Migration Import tool. (Selecting Zoho CRM migration). I've read the documentation and some other posts in here about the formatting and how you need to import
Zoho Workflow does not work since 2 week ...
Hi everyone, I have a workflow in the CRM which : - when a person complete a form (zoho form), a lead is created and a tag "Form Site Web" is added - when a lead is created or edited, if tag = Form Site Web, then - send an email As you can see in the
Stage Charts not working?
Anyone else have this issue where stage charts don't work as advertised? Tried playing around with this for awhile, but no luck: Before it looked like this:
Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultant
Function to get & update Price Book discounts
I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info
Introducing Zoho CRM's all new email configuration
Last modified on May 23, 2024: Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the
Can I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?
How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so that
Give permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records that
CRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to get
Where are my sticky notes
HOw to recover sticky notes.
WhatsApp Accounts is not showing when trying to integrate in zoho CMR
Hello, so we wanted to integrate our Whatsapp Business Account in zoho CMR. Our Meta BM is verified, and the WBC is added to Accounts, but still Zoho CMR is not seeing it. Don't take in consideration the account that appears because it's a tentative try
Customized profit and loss
Is there any option to view profit and loss filtered by reporting tags?
Leads Converting to Deals Issue
Hello, I am trying to have my leads convert to deals. In leads, I have the contact look up required, so I do not need any name field in leads. However it says last name is a field that cannot even be modified, the settings dots are greyed out and cannot
Feature Request: Send Email to multiple emails as group email
Hi, Currently, When using the send email action (Via Workflows, Blueprint etc.), The emails are sent to each recipient separately. Do you plan on adding a feature to send automatic emails to multiple emails as a group email?
Automate Capitalize first word for all fields in a module
Hello! I am looking for some way to automate everything someone records a contact (module). Even if it's being recorded in all lowercase letters, the contact will be visible as the first letter of each word in uppercase. Any suggestions?
Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there
Converted Leads are not counted in Dashboard Components!?
Take a lead component like this: This is always inaccurate because no lead components in the dashboards appear to include converted leads. So even a "Leads Aquired this Month" isn't accurate. It's crazy! This particular component does a comparison against
Remove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!
How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sure
Zoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/children
Canvas Layout Explanations?
Where can I find explanations on how to understand the guides shown in canvas when you move things around? I spend MOST of my time trying to get sections to align properly when the screen size changes. An explanation of best practices for layout would
Upadte field using validation rule function
Hi, i am trying to format phone field using validation rule, code works in workflow rule (tested), but i need to make this work inside validation rule function, since i already have tons of automation on workflow rule, and i would have problems if this
Update on Links in Portals?
There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text field
I've sent four test emails and none of them have reached me
Since yesterday I have this problem, first time it happens. Platform says that mail have been sent successfully. Somebody can help me with this?
Emails from Go Daddy Reporting Email Access from a Zoho IP
Since yesterday, we have been getting emails from our email provider (Go Daddy) saying the following: "Your email account xxx@domain name.com was signed into from a new location, device, browser, or application." It says it was signed in from the United
Zoho User Group (ZUG) in-person Meetups - APAC Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration
Zoho User Group (ZUG) in-person Meetups - Middle East Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration
Custom Links Field Type
We asked about this feature in 2009. Hoping to see it implemented. In Salesforce.com, you can have fields that are custom links. By that, you could have a field that has the value of '12345', and make that a hyperlink that links to an external site like
Meet us in your city! Zoho User Group (ZUG) meetups - India 2024
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
Wrong email notification sent - how do I fix this?
I have been setting up different workflow rules connected to Zoho Survey. I never had any problems with this but suddenly when I test it by signing up I get 2 email notifications - one is correct from the workflow rule that i'm testing, but then I also
field dependencies for lookup fields
hi, we want to set up field dependencies for look up e.g.) In Deal Module, when we fill in Account and Contact fields, then, we have to choose Account record and Contact record from every record, if possible, I want to choose the Contact record related
Stage Bar not Showing in Leads and Custom Module
In Sales, it shows the process bar when Blueprints are not activated. However, it is not showing for Leads and custom modules. Is there a way to turn it on for Portals in all modules with a Stage field? Its really useful.
Workflow rule when field updated is not an option
In Leads Module, I dont see Lead Owner "field update" as a workflow rule trigger option in my zoho crmplus. Only options are "is", "is not", "contains", "does not contain", "is empty", "is not empty". I need to automate an email notification action to
When Quantity in Stock is 0
hello When Quantity in Stock = 0 I want to change the field named sold in the (product module) I also have a field already added (sold ) The problem is this: I wrote this logic in the--> workflow when Quantity in Stock = 0 ––> Update the field as
How get phone field (deals) value into my function code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. my code is working, but phone number is fixed: "5521993449999@c.us" I need get value that is inside field "whatsapp1" inside deals module this way, i will run automation everytime that
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