namespace for Standalone functions in Zoho CRM
Hello, Automation functions can be invoked from another function like so: workflowspace.<functionName>(); What's the name of the namespace for Standalone functions?
Canvas not updating in Portals
I've set up a Canvas page with a drop-down button and Send Mail button, and the blocks at the bottom for Notes, Attachments, Tasks, Quotes/Pos etc. It works fine on mine version. However, when I send it, the user cannot see the drop-down button, and can
The New Preconfigured Reports "Top 10" Templates by Click/Open Rate
Hi! I'm sure the team meant well when reconfiguring the new Reports module. The new "Top 10 Templates" for Click and Open Rates: Doesn't limit the results to 10 Doesn't rank them whatsoever The old Top 10 Template used to not only limit it 10 (regardless
Can you create a deal with multiple vendors with individual amounts that automatically populate their own pipeline?
If I create a deal in CRM, instead of putting $100,000 total, I have Vendor 1 - $45,000 Vendor 2 - $35,000 Vendor 3 - $20,000 All on the single boards in stages on my main pipeline and then I have 3 other pipelines that are Vendor 1 Vendor 2 and Vendor
Custom fields not displaying
Hi I have created some custom fields in the lead section. They display correctly in the Leads: Edit Page Layout Section. Once saved, they do not appear in the Lead view. Is there a setting that I should be clicking on to make this "live"? I am signed
Linking of connected Leads and Contacts
We want to use Zoho One to be able to target our marketing campaign at "related leads" which is triggered by successful sales, to grow organically, very quickly. Is the tags feature the best way to do this? We would use a successful deal / customer's
Lead flow- I do not want leads/opportunities to require an account, accounts are for customers
Hi, I have a question regarding lead flow. I would like to have leads created when a form comes in (easy enough), or manually enter them when someone calls in (easy enough) Once there is an initial phone call, and the lead is qualified, and we see an
Track Contact's Account Changes in CRM
Is there a way we can track the history of a contacts links to various accounts? As financial advisers we deal with both business and individuals...some of those individuals work at the business's we also support...when they leave we need to unlink them
Hidden Modules Limit
Hello all, I am reaching a limit of creating subforms that I am not clear about. I know that the limit in Zoho One is 2 forms per module. However I am trying to create a form and I get the following - "You cannot create a new subform as you have reached
Creating a report that tracks marketing leads sent to sales
Hi, I'm rather new to Zoho CRM and hoping the community can help me out with a (relatively simple?) report I'd like to setup. Our Marketing team would like to track all leads that have come through to them and passed on to our sales force. Right now all marketing leads are created under one user and once a dialogue has been established, the lead is passed on to a sales person. The lead owner is then changed from marketing to the specific sales person. Not a very complicated process. Is there
New in email relays: secure and easy integration with OAuth login
Dear all, We're pleased to inform you that email relays in Zoho CRM now have O-auth login support. This addition will streamline the setup process for email relay and improve its security. Here is a quick look at the enhancements: O-auth login for supported
Easy way to create task from contact page?
Is there a way to create a task or a reminder from the contact overview page or do I have to specifically go to the task tab and add the contact along with details of the task?
Would any other Zoho users benefit from filtering by Groups and Roles for workflows and analytics in CRM?
It would be tremendously helpful to filter by Groups and Roles for the Owner field in Zoho CRM analytics and in workflows. Right now you can only select multiple Owners (users), however, if an employee ever joins or leaves the department at hand, many
Reports set up - want to remove an unneed module associated with the report
I have a report set up and I would like to remove the Task module from the report since I am not using those fields. How do I do that?
New features rolled out?
What is the best way to be notified of any new features rolled out? or any early access feature? Thanks
Related Lookup Fields
Good day guys, Is it possible in Zoho CRM to relate lookup fields? Here is an example for what I mean. I have the following Accounts, which should be related to these Contacts; When creating a new deal, I want only the Contacts related to the chosen Account
Using Javascript in Templates
Hello, I would like to use Javascript within the template to perform advanced display control. When I searched for it, it seems that there has been a similar request for 6 years, but are there any plans to add this feature?
Reply Emails to customers automatically uploaded to CRM via Outlook
Hello, I'm just wondering if there is such a function. I would like to continue using my Outlook in combination with ZohoOne. If I now reply to a customer via email, this email should be automatically archived in the corresponding customer data record.
Someone here developped a way to automate the backup task?
Hi, like many people here, every week I take the crm's backup, download it on my computer (ish... not good for security), upload it somewhere. All good. It's my monday routine. We want to have a daily backup. I don't want to do this daily. I'm thinking
Associate a contact to a contact
It's easy to understand concept a Contact associates with an Account. But in my business perspective, how can I associate a Contact to another Contact? The use case is: we know 2 contacts are the same person, but due to business requirement, we don't
365 Calendar doesn't sync properly with Zoho CRM calendar
Hi, Following the recent update, we assumed that all entries in our 365 calendars would be synced with Zoho, but they're not. We still can't see repeat entries. I thought it might be due to how long ago they were first added, so I added a new one and
Changing Columns displayed in the Accounts View
In the main Accounts view where all accounts are displayed. The default columns shown are Account Name Phone Website How do I modify this to add/remove additional columns to this main view. Can I have the main contact persons name also show up in this
Cannot access Zoho CRM encountered error
We've encountered an error. Please try again soon or report your issue in the feedback form. I, nor can any users login to Zoho CRM as it crashes with above error immediately. it occured after linking a custom app as a related list to the accounts module.
CRM Down?
Not able to login to CRM. Any idea if this is scheduled maintenance? And if it will be back up?
CRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.
ZOHO has completely crashed
We are unable to access any ZOHO products - please help urgently. Update: We have reverted the update and it should be working now. We are monitoring the services closely.
Workflow Report
Is there a way to generate a Workflow report that shows - Alerts that have been triggered and details of who it was sent to - Tasks that have been triggered and details of the task - Next workflow step that is due and for who? Thanks, Ryan
Export my contacts & deals
I cannot find anywhere how I export my crm data. Please advise
Decimal Places
I would like to request that when a quote, sales order or invoice is entered that if the list price is set to 4,5 or 6 decimal places to the right that when the quote, sales order or invoice reflects this in the list amount. The calculation for total is correct, but the system rounds-up the value in list price and it is confusing to our clients. If they perform a quick calculation on the qty X list price ( once rounded up), it does not match the total for that line item. I guess a better question
Zoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup field
User Profile Cannot Delete Contact
I want my "Contract Review" profile to be able to delete contacts as necessary from the contacts module. Currently I have the Contacts Module set to Private I have my Contract Review profile set to View, Read, Edit, Delete for the Contacts Permissions
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
Email configuration issue - Can't send emails via CRM any more
Hi All I had to change my Outlook 365 password and when later that day I tried to use templates in Zoho CRM to send an email I found that this feature had stopped working, giving me an error message. Via settings/channels/email, IMAP is set up and it
Checklist for Zoho extension - Canvas Support?
1) Is there Canvas support for Checklist for Zoho CRM extension yet? I know we can add them to the regular layouts, but have yet to hear if Canvas support was implemented yet. 2) Besides Checklist for Zoho CRM extension, are there now other ways to add
Dynamic dropdown list based on values from another module
Hi, I can't find how to prepopulate a dropdown list with existing values from another module. I have a field on Potentials named "Salle" and it's a lookup field fetching information from Products module. The 3 products fiels are: Assis (number field)
Scheduling a workflow
Hi Is it possible to schedule a workflow to trigger if a field isn't updated within a certain time? eg If Account Status is set to Pending can I get Zho to assign a task if the Status hasn't changed for, say, a week? Cheers Simon
Automatically add a deal to a contact/account
When our account managers convert a lead to a Contact/Account they must manually tick a box to create a deal. Sometimes they forget to do this so they have to manually add all the information after. Could there not be a way that we could set it up so
Deal details display at conversion
Hi, I have created a Pipeline in my CRM. This is displayed when I choose to create a Deal at the time of converting a Lead which is great, however the order of the fields don't seem to make sense. I should be able to select my desired pipeline, then choose
Campaign -> CRM Sync
Hello - We recently obtained a business that uses Zoho in conjunction with Wordpress/WooCommerce. Leads are captured via a form on Wordpress. Starting Thursday 11/9 around 4pm these leads stopped syncing with CRM though I am able to view the submissions
How to add hours of operation for an account.
Trying to find the best way to document a business's hours of operation so I know when I can or cannot call.
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