Canvas List Page - Including Related Lists
Hello, I am new to Canvas and want to create a list view of Vendors that also shows associated Contacts. I believe this can be done in the details page with a Related List but do not see the Related List option when editing the list view. Can this be
Filtering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filtered
Zoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,
Vendor Zoho
Hi All, We are looking for guidance about Zoho Venders as this is our starting pointing for working with Zoho. We are trying to figure out how we can marry up our vender services with our clients service requirements. Example if we are to sell frozen
About Search Criteria
Hi Team I was programming on Clien Script, my task is make a script for to search 2 conditions, the first must be equals and the second must be distinct. Up the moment, all the documentacion said only 2 operators: equals starts_with But if i want to use
Expanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you to
ZohoCRM.mass_update scope unavailable to select in Connections setup
I started a Portal and now I cant change fields in modules
Hello! Im receiving the following message in our Deals and Contact module when trying to make changes in our modules. The only thing that changed lately in our CRM is that we created a Portal just to check the feature (it is not currently in use). I think
Products as Services with no stock
Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.
Several irritating issues
I have the following strange issues, and would like to know solutions: sometimes resizing of components in a dashboard does not work, why? sometimes I cannot edit a component in a dashboard, the 3 dots do not appear, especially at the top of my screen,
Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possible
My web form required fields are not working
Our form was working for some time and now it will not validate the required fields. In other words, you can just click submit and the form goes through. Here is the source code. Notice the word Mandatory is spelled wrong. Not sure if that is an issue.
Workdrive file uplaod API Error : "LESS_THAN_MIN_OCCURANCE"
https://help.zoho.com/portal/en/ticket/4017421689571 This is a continuation of a previous question. I am currently developing a widget on CRM using React. I have successfully connected to WorkDrive using the CONNECTION in the JavaScript SDK as described
Seemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same number
Zoho Backstage to CRM (using Flow)
Seeking some assistance re trying to obtain Custom Form Data from Backstage into the CRM. Webhooks dont seem to work properly within Backstage but the integration into Zoho Flow is decent as it captures the data I need, but Custom Form Data I am unable
Standardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212
Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each price
Zoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).
Sharing a "cloud drive" with all user
Hi everyone! Zoho CRM allows to attach files from "other cloud drives", is there a way to configure a single drive and let all users use it? Thanks for your assistance!
Changing boolean value in template to a word
I was wondering if there is a way to change the value of a boolean field to show a word such as 'yes' or 'no' when trying to export as an email/pdf. I see there is a way to manage and edit fields within zoho writer under mail merge. Unfortunately there
Update Deal field based on direct link in Email
Hey Team I have a question relating to what I assume is a common request - and so I'm hoping there is a simple, straightforward answer that I've missed! When a Deal completes, we automatically send out an email to the Client with a satisfaction survey.
How can I make all Accounts viewable to all users?
We have added two new users to Zoho recently. Unfortunately, they cannot see the all the Accounts that have been created and owned my me as the Administrator. How can I change the permissions to ensure that all of our Accounts can be viewed and edited
We need to log calls to Vendors that are related to Contacts
We often call our vendors to discuss our contacts with them. When logging a call, we can't choose that the call was to a vendor and related to a contact. We can only do it the other way around, which is inaccurate. Could we be given the option to log
Permission to change record ownership
I am after understanding fundamental permission behaviour in Zoho CRM related to record ownership. How should I configure CRM user roles and profiles so that users in the roles hierarchy on the same level can change the record ownership? In other words:
Clean work drive in CRM
Hi, Our team always upload some file into CRM. I realize we need to clean up the upload file after a period of time otherwise it may full?(not sure) Could you please tell us how to do it?
Triggers functions when restoring from the Recycle Bin
Hello, Would you please tell me how to execute the function when I restore the data from Recycle Bin?
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Deduplicate Accounts by Address
I need to deduplicate by address. That is the most certain factor. Two businesses at the same address are usually the same business. The account names are not the same because one will be the parent (corporate) name and would will be the actual business name. Please add address as a factor. If I combine address and website it would be about 100% valid duplicate match.
Import Phone nrs
I have Zoho Enterprise and W10 I have extracted from Zoho a file containg Zoho Id's with phones being (example) 0091-1234567 In the new list via Excel I made extra Phone colum say PhoneGOED with ="+"&MID(Phonefield;3;15) So in this new column I have +91-1234567
Cross-Reference Potentials
Would it be possible to somehow cross reference a potential as A company is the buyer and B company us where the product is to be used?
CRM Cases Module: Doing mail merges from within Cases
All other modules in the system have the ability to do mail merges however it’s not possible within the cases module. Does Zoho plan on implementing this anytime within the next year? I know I can re-create a custom module to act as a cases module but
Different Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst trying
Production Completion and Delivery Information Report in Zoho CRM
Hi, is there a way to generate a production completion report in Zoho CRM. I have a production completion dates field in the line items and I want a report to show all the deals and its corresponding line items production completion dates. Also, a report
Zoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers' details.
Insert image from product into a template
Hi I'm trying to use images I've attached into the Products module into the Quote Template but the personalized fields I've added into the Products module are not listed, only the Product Image product. Is there any form to insert them? (including doing
Products with Different Prices
I work for a touring company and we would like to automatically send out a quote but we have some tours with different prices. Like for example, the Skydiving we offer have different altitudes, picture packages etc. Is it possible to send out a quote
Dates on quote in SPANISH.
Hello zoho comunity.. It's weird as we have our main CRM language in Spanish, however when we're managing quotes dates are showing in English so don't know how to change it. Have attached screenshot. Please any help? Thanks in advance.
Stage History section in other Modules
Hi Zoho team, I would like to ask if we can add a Stage History section in other modules just like the one existing in the Deal module. Kindly check the screenshot below. Is it possible to add a Stage History section in other modules?
How do I disable a Contact?
Hi there! I have Contacts associated to Accounts. When a Contact leaves a company, how do I disable the contact without deleting them from our database? I do not want to delete the Contact because I want to retain all activities with that Contact but
How to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate. When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle both
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