Custom chart on zoho crm homepage showing daily created deals
Hi, i want to create custom chart, that need to show on homepage of zoho crm, showing how many deals was created daily. It is bar chart, This chart also will show distribution of who (name of person) created those deals, would be something like this:
About My Untouched Deals in Home
Hi Experts, I would like know how many time is required to show a value in My Untouched Deals Component located in Home , I have created deals and avoided updating its since more than two months ago and I do not see the effect in this component. Please
How would you...
I have a need where we have a custom module where we book in demo's of equipment, this works well and puts the demo on the calendar etc... However we have got to the point where we want to create demo form, that is a form our user fills out when the customer
E-mail opt-out filter
In our last e-blast sent with a synced list from our CRM, I was reviewing the opt-outs. In the lead or contact record the opt-out shows in there record under campaigns. It does not show in the filter for "e-mail Opt-out". Why?
Predicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.
Deals created this month kpi in home dont show due to permission problem
Hi, i want to see "Deals created this month" in home section of zoho crm, but it not show. It show message: "You do not have permission to view this component.". When i click information, it say: 1. The corresponding module or field may have been disabled
Zoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digest
Row Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configuration
Receiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unless
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When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last Sync
Is there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?
Deletion of Attachments within a module
Hi, Working within a custom module "Discussions" I am finding that users are adding multiple attachments, this is causing a high amount of storage usage in our account - which is needed whilst the record is being worked, is there a possibility that when
Error when try imprt deals from file
Hi i am testing import deals using xlsx file. I attached example file. When tried import into zoho, it say to check file. If does not contain merged cells or filters. But i not found anything wrong.
Display of related lists in Custom List View
I want to display deals in a related list in a custom list view created from contacts. Currently, only items in Contacts can be selected in the Custom List View. How do I add a related list?
Zoho CRM Deleted User
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How do I create a scheduled call diary (calendarised) in Zoho CRM?
Hi I wonder if anyone can help me with my problem. The problem It is imperative that my company is able to have a calendar based schedule of sales calls for the months ahead. This is a BASIC requirement of a CRM system. It MUST be calendar based, as the
Zoho, Why won't you add Tasks to the Calendar?
This has been brought up by many MANY people. Other CRMs do this with no problem. They do have a "time," but may not be like a meeting that's held to a certain window; it has a due date usually. In other CRMs, the tasks appear as "general" events at the
About Campaings and Zoho Campaings
Hi Zoho Team Some months ago we've received the folloging message when you try to use campaings inside Zoho CRM, the message said: Zoho Campaigns cannot be contacted , what happens? what's the wrong? Thanks in advance Pablo
How to check for a unique field during deal creation for alert purposes only?
Hi, I want to add an alert only for deal creation when a field is duplicated. In the modules and fields settings, it's possible to block new deal creation if a field is duplicated. It shows an alert indicating that this field is duplicated with a specific
How can I apply a blueprint, when records are already mid-stream?
I have set up my blueprint and, using the stage field, set the Contact records to the appropriate state of the blueprint. How do I apply/activate the blueprint on the records? The only going into the blueprint are the new records that meet the entry
Emails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to have
ZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the point
Can you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this email
How format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,
Authentication details provided was rejected by Source server. Kindly provide valid username and password.
I have a Zoho Mail. I started to use Zoho CRM because of email marketing. When I go to email configuration and try to link my Zoho Mail the following message appears: "Authentication details provided was rejected by Source server. Kindly provide valid
Zoho CRM Email Parser Issue
I am trying to send emails to Zoho CRM through the email parser to add/update records. The system I am sending from puts all email addresses together for a contact separated by a semicolon. The Zoho email parser does not appear to accept this. Is there
Report Scheduler - Fortnightly (Biweekly)
Hi, We have our sales meeting every 2 weeks, and it would be great to enable the report scheduler to have an option for Biweekly or Fortnightly reports rather than weekly, monthly etc.
Links to Record Related Lists
Hello, Is it possible to create a url that can link to a specific record and section of the detailed view page? E.G Lets say I have a contact with the related list of deals. Is it possible to create a link to this: https://crm.zoho.com/crm/<org>/tab
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info. Thus, I can't save and create an new invoice. Please help. Thank you!
Using formula field as counter/rollup summery
I have a custom module with a numeric field that is updated from time to time. I want to add-up all the changes to field and present it in a different field as a rollup summery. For example: number field = 100 --> updated to (-30) so now I need the number
Subform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)
CRM and Workdrive integration
While looking for a way to link the CRM attachments to Workdrive i discovered this post. I was just wondering if the integration mentioned has now been released? https://help.zoho.com/portal/en/community/topic/integration-between-zoho-crm-workdrive Moderation
Univerge Blue Voice Recording field in the calls module locked or empty.
Hi I have been trying to implement the Voice call recording with NEC Univerge Blue Connect phone system AND zoho One. I have been able to make all the key features in red work with no issues. My only issue is the 4th feature and bullet point below in
Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.
Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? Thanks
Export Analytics dashboards as JPG or PNG
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Upcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be able
Automatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there any
Workflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notification
How to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers Luke
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