There is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search the
External CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order to
Lead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How can
Easy automation across apps from within your CRM
Hello everyone, We're releasing a feature that we think you'll love! It's called Actions by Zoho Flow . As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've
Bring Products SubForm from Quote to Deals
Hey team, as there is a big issue with Quotes Layouts I've found, I am trying to have a work around for my request. The need: As I have different Business Unit (services & products) I need to have a different quote layout or feature to estimate the total
Mass update leads PROBLEM
During the filter process it responds alwais with 10 leads and no more, whathever kind of research you do... PLEASE ASSIST QUICKLY
CRM Forecast Total Target does not update and is always 0.
Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attached
Unable to attach email
I have a problem when I attach an email to a Deal, it's not showing when in this list of emails attached to this deal. This affect only imap emails. Here when I select the list of all emails associated with the contact, you can see, one email is attached
Call Function When Lead is Convert
Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+
How can we extend the notes width to the full window width?
How can we extend the notes (Contacts module) width to the full window width? As can be seen from the image, NOTES elements and notes themselves are not utilising the available real estate of the screen, thus making the notes unreadable. The issue gets significant when there are lots of notes for a contact. Please help.
Convert Lead to trigger Webhook
Hello, Is it possible to have the Convert Lead to Contact trigger an Automation webhook? This is necessary for the project I'm working on. Thank you, Jesse
Account Last Activity Time field
Hi, Is the Account Last Activity Time field supposed to be the time when the Account was last contacted? If that is it's intention, it is not working correctly. It seems as though this field updates every time the Account is modified as well. Are there plans to have a field that is related to the time an Account was last contacted like "Last Activity"? This would be very helpful in keeping track of when the last time we contacted our customers and non-customers.
CRM current date inserted into quote
Hi, does anyone know if and how it's possible to insert the current date into an inventory template like a quote? Of course, I could create a new field in quotes, labelled current date and set the date to today when I create a quote. However, I am looking for a way to automatically include the current data when I export the quote to pdf (which might be a day after the quote was created). regards, Maria
Send Text / SMS to a Lead - what is the simplest method?
We would like to send quick texts to leads in CRM (not triggered by workflow). What is the simplest method to do this?
Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"
Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? Thanks
How to make average with zoho deluge
Hi, i have two modules A. Courses B. Grades Grades module are related list in module Courses his API Key his "Reatedlist2" in module grades i have 10 records that associate to one record of course. In the grades module, there is a number of data on which
Activities Invite Mailed By Using Own Domain
Hi Folks! When I send a meeting invite to someone, mailed by is under zoho's domain. Is there anyway to change it to my own domain?
Update payment method
Hello, Can you please provide instructions for how I can update the credit card information for my Zoho account? Thanks, Giles
when a subform is created does it create a related list or a link between the two modules?
Does a subform create a related list or a link between two modules? I have a module call Deals an i have a module call Product I created a sub form in the deals module to bring data from the product module and custum formulas But the cuestion is ¿When
Accounts with multiple branches
Good day, I have 20 clients that i work with (head offices). Each of these clients have multiple branches and are franchisees. Example: - The main account is Wallmart Head office - We manage 100 branches for Wallmart - Each branch is invoiced differently,
Linking products to suppliers (or vendors)
Hi everyone! I'm working with quotes module and I have the normal structure: Suppliers (vendors) Products Each vendor has several products (as usual), but the point is that I have already created a custom subform in the budget to find the products in
Show listing Zoho to woedpress website
Hi, I want to show Florida based real estate listing from Zoho to WordPress. May you please guide about how I can develop a WordPress plugin using Zoho API. Which API I should use https://www.zoho.com/crm/developer/docs/api/v5/ Regards,
My scaling formula doesn't work cannot figure out why
if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))
Trouble creating folders
Hello everyone, new here to Zoho CRM and Deluge. The goal I am working towards is to create a folder with included subfolders when my company creates a new deal. I followed a very straightforward tutorial from Blungo on youtube which was working up until
email to multiple recipients
is there a way from CM to select multiple recipients for same email? If I want to email 4 clients and invite them to lunch, I seem to have to cut and paste the subject and body 4 times. Very inconvenient. (sometimes I have a lunch and learn with 20
Migrating from FileMaker
Hi, I have the most basic FileMaker database of customers that I want to move to Zoho. Not a database expert so requesting help with the move. Prefer hands-on, with screen-sharing if possible, is that something a Zoho user can do for me? Are there independent
Enterprise Vs Professional
May I know the differences between Enterprise and Professional Edition?
Assistance Needed for Password Reset and MFA Issue
I accidentally deleted my authenticator app and forgot my password. Now, when attempting to reset the password and after receiving the email OTP, it is requesting the MFA OTP, which I cannot provide. How can I proceed through this stage? Your assistance
Cannot View Lead Email Responses
Hi, I cannot see the email responses of leads in Zoho. We used the Zoho email engine to send emails to just over 400 leads. Zoho is tracking that activity. However, whenever a lead responds, that information is not shown in Zoho. How do I view these responses
can I automatically add someone that comments on Instagram as leads in Zoho CRM ?
I am following a tutorial from Youtube, it seems that there is a 'Social' tab in Channels set up like this I am using Zoho CRM Enterprise, but I can't find that social tab on my CRM. so how to automatically add Instagram comment/DM to leads module?
how to add subtotals in a quote
Hi, I need to add subtotals under many items when making a quote. How is it possible ? ex. Item Qty Unit Price Total Price Item1 1 100 100 Item2 3 50 150 subtotal 250 Item3 2 75 150 Item4 1 200 200 subtotal 350
feature request - contact/lead photo in list view CRM
A feature request I have is to be able to have thumbnail photos of the contacts/leads available in list views for CRM Any plans on adding something like this?
Sync Google Contact photo?
Can Zoho CRM sync the contact's photo when it syncs with Google Contacts?
Automate populating fields from Account to Deals & update the Account based on Deal data
Hi All, We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things: 1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account. 2. When a change
Sorting in Zoho CRM Reports
I am trying to use a report that I have created that pulls deals associated with a specific set of contacts. However, once I have the report, it will not allow me to sort the results by some of the columns, specifically, the Deal Owner, Contact Name,
Display Picklist Colors In Zoho CRM Reports
I may be missing this, but is it possible to display picklist colors that have been enabled on Zoho CRM reports? If not, this seems like it would be a standard feature.
report creation
How to create a report on ZOHO CRM.
Place to see all scheduled emails through CRM?
Is there a way to see all scheduled emails in one place? Not mass email, but emails that have been scheduled individually from a lead/contact page. Hypothetically, if i forgot which person i scheduled an email for there's no way to find it
Lead Source Management
Hey everyone! Is it possible to set a new lead source list for this year only for new and opened deals? I would like to keep the old deals with the old lead source list for reporting only. Thanks!
CRM birthday reminder?
Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.
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