Limitation of deluge request
Hi Zoho, May I ask if there is any request limitation per each min/hour of the deluge. I will bulk create record and trigger workflow to search and assign related record for them. (may be 200 records in a time) But I am not sure if there is any request
Eblast Day Limit - How to re-send the email for the ones who didn't received it?
Hi everyone! Thank you for your all help in advance. We sent a mass email for 2060 leads, but only 1000 were received. Later we discover that we exceed the 1000 mass email leads per day limit. My question is: How now can I send the same email ONLY for
Custom Field Names With Spaces In Name
I would like to have field names with spaces in the, such as a "Billing Department" in Quotes. When I try to access this variable as ${Quotes.Billing Department}, I am not able to access that variable. I have to remove to the space to access this variable.
Emails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that module
How to Feed partial payments of customers?
Suppose a student pays 50% of the fees and takes up admission, as I see there is only full amount given and the revenue is calculated for the full amount, should I add a seperate field in contacts or pipelines?
Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do I
Syncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that should
How to stay on the new version ?
All is in the title... Each time I log I go back to the old version. Didn't find any place to trim this. Moderation update: Folks, we recommend starting a fresh post when you experience a challenge with the system. The original post refers to a UI uplift
Can't open information in a new tab
Until yesterday, I was able to open contacts, product, etc. in a new tab, but now only a blank page (URL in the format below) is displayed. I can't open information in a new tab in Chrome or Firefox. Have the specifications changed? https://crmplus.
Territories not Assigning to Contacts when its Account has a manually assigned Territory
Hi Zoho and fellow CRM users, I've discovered an odd behviour of the CRM. I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed. Contacts usually inherit the same Territories as their related
How are Last Activity date and Modified Time different?
Is this still accurate? Account Last Activity Time field (zoho.com) How are Last Activity date and Modified time different? Another way to ask the question: What is included in "Activity"? Is this when any field is modified in a record? Is it an "Activity
None sub options at Setup Synchronizing Zoho CRM Meetings with Office 365
My user says their setting have not the option [Check for customer's meeting invitation mails and add them as Meetings in Zoho CRM]. I want to disable the option, because their meeting are duplicated, the same meeting but the Host is different.
Automation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contact
Retro Active Workflow Rule on Existing Leads
Is there a way to retroactively apply workflow rules against already existing lead records? I am trying to update a custom field on lead record when an email with a specific subject is opened to update the field choice to "yes". I have thousands of records
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?
Add a dynamic section in mail merge
How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
Phone formatting depending on country with + sign
I have some 25.000 Phone number like 9876543210 to be converted to +98-76543210 similar like 234567890 to be converted to +234-567890 so it depends on the country... two or three.. beginning letters is the country number. How to this ?
Video runs on Setup page but I can't access the page or skip the video
When I click on the the setup icon a tutorial video starts. I can't get out of the video and can't access the page. I've tried closing down and going back in, shutting down and going back in but it still doesn't let me access the page or skip the vi
Zoho CRM - Contacts Address Auto Populate
When I create a brand new contact, it would be great to have the account's address auto populate into the fields, so I don't have to go back and forth to manually type in the address. Is there anything I can do to make an auto populate happen?
My trigger on the function is not working
First off all, i tested my function using a trigger and worked nice. I'm gonna try to explain how our workflow works. When a Leads with the specified conditions comes, a registry of a module to deal with the our integrations is created, and a workflow
Facebook Leads to CRM
the facebook leads ads not sending to zoho crm ? what should i do ?
HOW HOW HOW Does one access the zoho image library?
I have uploaed a boatload of images, yet everytime i wish to insert an image into mail - i get two options... from desktop and add URL. Obviously THERE IS a way to access the library/ Perhaps it is a hidden icon, or maybe a pressure sensitive screen corner.
Is it possible to automate member status?
A couple of years back I asked my then Zoho consultant if it was possible to include the field "member status" in automations, Zoho Flow, etc. They said the field wasn't available for that. Is this information still true? "Member status" is the field
Instant Actions: merge fields with drop-down options
Hi there, I would like to set up a workflow where a new Deal is created when the status is live and the closing date is coming up to a year. This would be a renewal opportunity for the deal. I've set up instant action: Create Record Type = Opportunity
Cloning Leads Results in Loss of Data
Hello! We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead and
question about meeting module to associate in diferrent modules
Hi, i wanted to ask about Meeting Module a question, when i adding a new meeting and i choose in field "Related To" the module Student i can associate the meeting to module Student and also to choose more module here is the picture - but, when i choose
How to fetch record with multi condition and sort by desc
I would like to create a serial number; the code is by year and month: [YYMMXXXX], XXXX is from 0001 to 9999. I create two fields as condition of filter, the Deluge code is: if(SerialNo == "") { CurrentYear = zoho.currentdate.getYear(); CurrentMonth =
Customize the header of a deal
Hello, Is it possible to add more fields here: I mean right next to the amount I want to display the value of 2 other fields. Thank you!
Custom view when assigning courses to the deals module
Hi Guys, i wondering if the is any possible to make a Custom view that i will see this custom view when i assign course to the deals module? We are a college of music studies, The scenario is like this - Once a Deal is created We have a new module called
Mass Email Based on Criteria - Difference Between Account Name and Account Name (Contact)
Can someone let me know what the difference is between Account Name and Account Name (Contact)?
How to Trigger Lead Workflow if no received email within N Days of Lead Create?
How to Trigger Lead Workflow if no received email within N Days of Lead Create? Is there any way to do this without hand-coding it?
Possible to Mass Update "Related to" Field in Events?
It appears that you can do some mass updates in Events, such as Location, Date, etc., but the Related To field is not one of them. Am I missing something or is this truly not possible? If it isn't possible, I recommend that it should be as it would make
Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks for
Report: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead record
How to maintain fields in Leads and Deals without edit both modules when something changes?
We change fields in the leads module all the time and we have the problem, that we have to add one field in two modules, everytime we add something in the leads module. How can we prevent that from happening? That is not only time consuming but also error
Leads, Potentials, Contacts, Accounts - Best Practices?
I'm wondering how people are using Zoho CRM to manage their Leads, Contacts, and Accounts. Here is the approach that seems logical to me (below), but Zoho CRM doesn't seem to be built for this process. Leads - I add all names of any new people that I
How to send mass email using Deals module + contact data
Hi. we are using our deals module for recording which client has a membership with us. So most of the info are in the contact module but the "membership status" is in the deals module. If I want to send an email to all our paying customers (which I can
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