Connect Custom Module with Contacts via MultiSelect and Deluge
I have created a custom module called "Customer Account Plan" which is created by a button on the Accounts module; this button will auto complete several fields as it's creating the record. I want to associate the Contacts that are relevant to this Account
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
How to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. Create
Is there a way to show a Subform field in Canvas as a Tab element?
Something like this:
If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forget
Database's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.
Field width in Canvas view
Hi, Is there any way to make the edit fields standard width in Canvas? Right now they are very small and you have to aim the mouse cursor at the pencil icon to be able to edit the field.
Zoho CRM search hot key does not work
Does this happen to anyone else?
How can we add HTML to an existing Email Template usign deluge
Is there any way to add HTML text to a CRM Email Template through deluge? We were thinking to use a multiline field with a text lets say <p>This is my text</p> and put this text in the Email Template through merge field. But it returns the whole text
Dynamically populate webpage with data from CRM record
Hello all. I'm looking for a way to dynamically populate a webpage from a crm record. For one of our services we provide reports to our customers. Currently we generate the pdf with a zoho form. What I'm wanting to do is generate a webpage with a unique
How to change export CSV column name to API name
I'm a Japanese user. The column names of the CSV exported using the following method are in Japanese. Data Administration -> Export -> request data backup It is very inconvenient if the column names are not in English when reading into the local DB. Is
Send email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holiday
Receiving reply emails in Zoho CRM
I send contacts and leads emails from Zoho CRM. To the receiver these appear to come from my regular email account. Contacting people this way creates a record on the individual's contact page. When I receive a reply it comes into my email account; in
Wizards in CRM
When I try to create a wizard, I do't have the option to use it for any module. I am missing Invoice and Sales Orders (key parts where I need to be able to create Wizards). Am I doing something wrong?
Wizards | Search and conditional layouts bug's
Thank God For Every Second!! Hi, A Few Bugs I found in Wizards: 1. Layout rules do not apply to wizards so if you have a conditional mandatory field, it will not be mandatory when using the wizard. 2. The layout rules apply to the record after it is created
Field Validation Total
In CRM we are trying to validate a field in that the other four fields should equal the total of the one field. For example the field Overall Project Value should equal the the total of BusinessUnit1, BusinessUnit2, BusinessUnit3, and BusinessUnit4. If
Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to
Autosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.
Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forced
Importing from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?
Related List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?
Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?
On-line help
I didn't find the on-line help ... Where I can find it ?
How to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? Regards
CRM Telephony - JIVE - Screen popups not going away
Hi, Just wondering if anyone else out there has issues with their telephony integration with screen pops being delayed or not going away. I use JIVE and they have told me the issue is with ZOHO and not them! Issues I'm having for inbound calls are: 1.
Data migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you a
Fail to receive Email.
Hi Zoho, Is there any update of Email setting start from Dec? such as cetification verify etc... Our sales report that some of our factory fail to receive our Email. I need to find the cause of it. Thank you.
To change Dashboard data display w.r.t. Financial Year
Dear Team, In my dashboard, under Top 20 Accounts By Revenue This Year - data shows from Jan to Dec, but i need the data ti be shown from April to Mar (Financial year). How to change that?
Comparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that you
Error of Invokeurl
Hi, I am using Zoho CRM deluge to push order into Zoho Inventory. and I follow https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-ordermade this guideline and made below array. However when I execute it , it returns this error. {"code":4,"message":"Invalid
Client Script setValue for Disabled Input
Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified for
Report - Editing a Criteria Pattern
Hi Can someone help me. I have the current filter which works perfectly, as below However there are three leads I want to miss out Can anyone assist with the criteria pattern so I can miss these three out? Many thanks Emma
Mandatory field based on answer from another module
Hi, tricky question, not sure if it's doable. I want to make a field mandatory in the deal module based on the answer of a field in another module (enterprise). EX : if the question X in the enterprise module has the answer Y, then make the field Z in
Zoho CRM Circuits OverView - Zoho CRM
#Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.
Restore from Backup
I gather from the forum entries that when a backup is done manually it includes csv files with all record data as well as copies of any document attachments. Is there a way of restoring all of this data AND attached documents to reset the database to the exact state when the backup was made?
Massive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backups
Importing Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - Call
Can a group own a lead
We have 3 departments each with about 3 - 5 sales reps. These sales reps cold call leads based on their departments product and typically a geographic area. The areas rotate, so assigning specific leads based on area wouldn't work. In dynamics we were
Lead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the Leads
Filter on +
Phonefields : how to filter ,if field has/has not + sign like +1-123-456789 WilliamR
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