Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, h...
In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the ...
I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the r...
We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need t...
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for ...
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received ema...
I have 12 fields (12 months) which contain a number. When I sum the fields in a formula field I see the total, but I want to be sure that the total is always 100 (%). How do I...
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from tho...
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.co...
Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or ...
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year,...
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that....
Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header f...
Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to de...
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple ...
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you'...
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but wi...
I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I ...
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