Sort Order in Product Picking/Searching Pop-Up-Window
Hi, when I pick or search for a product in the purchase order section, is it possible to sort the products? Of what criteria determines the display order? For example I have Product A, Product B and Product C. In the field where you can searching for
See number of records in a module-view
Hi! We have recently switched from Zendesk to Zoho CRM and Desk. However, our operations team, has one major issue - they can't see how many records there is in each view. In Zendesk there would be like this; Open cases (12) On hold (9) Offers waiting
How to use Sandbox test widget
May I know what're the differences between production env and sandbox env? Our IT team would like to test their widget in sandbox but they don't know how to separate data. Maybe we have a global variable to identify that this is the sandbox environm
CRM Partner Access to set up CRM
I am having a problem having the customer add me as an admin so that I can set up their CRM. They are unable to add me to the CRM as an external user. Support said there was a conflict between Cliq and CRM. How do you gain access to your customer's CRM
Required custom fields in CRM
I am able to define a required attribute on custom fields in CRM though to my knowledge this only applies to layouts - when a user is inputting a value through CRM UI. I'd like to have the possibility of setting a required field on schema level - for
Blue print button
Hi there, I am wondering if there is any customization in where the blueprint button populates. Can the button be added to the list of field options that can be added to the deal card in my pipeline? I would really like to be able to have the button
Can't edit text in inventory template
I created a custom inventory template and saved it. Then I've opened it for editing, but it’s not possible to edit the text in the table and text fields. If I'm changing the properties of the table, I’m able to edit the text in the table, but text fields
how many records a workflow rule can apply?
Hi, I set a Workflow Rules for Lead Module. let say If a lead is created, then the workflow rules will automatically change the 'Lead Source' field in a lead record. I will create the leads one by one, not in a bulk, not simultaneosly. the lead is created
Zoho CRM Deal pipeline still showing hidden stage
Hello, My sales team required me to hide certain stages in the pipeline as they dont match our business processes. I went ahead and removed them from the pipeline. However when we click on "Deals", the standard view always shows "All Pipelines". In order
Keeping 'deals' in sync with sales orders in Zoho Inventory
Hey all, I have a function that generates a sales order in Zoho Inventory when a deal is created in Zoho CRM. I'd like to implement a function (or solution) that keeps them both 'in sync' after creation, trigged by an edit of the line items in either
Adding User Profile Picture to Documents
Is there a way to add a user's profile picture to documents using "#" including in Forms?
Multi-Select Lookup Assignment
Hi Everyone, I am having an issue that I've racked my brown around for a few days but can't come up with a solution. Let's say I have a Client module and another module called Enrollments. I have a multi-select lookup set up so that I can assign many
Recuring task
Why task showing like this? I want when I complete the task then next one to show with missed date task only
Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Zoho CRM Extension Install function - check if a global variable already exists
The default install function creates some variables that are used for storing certain information for the user (e.g. app settings). The install action is running on update as well as a fresh install and is overriding these custom variables to there default
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Message module Zoho CRM doesn't display old messages
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, we can't view old messages. As you can see in the picture, when I navigate, it doesn't show more than 10 chats.
Zoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
unique / duplicate value if condition - how to?
I have a custom field in the customer menu what has a limitation to unique values. Now i need to link that unique value to another field. Field 1: has 3 options to select from Field 2 (unique value): can only have one unique value for each option from
Mail merge will not work
Good afternoon, Whne attempting a mail merge from our lead within the CRM the page loads as it its going to run the merge but MIcrosoft Word never opens. Is the problem with the website today/ Regards
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Zoho CRM Formula field - lots of "If", "And", "Contains" and "Not"..
Hi, I have a problem with my formula code. It doesn't give me the right output. If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Ny kunde'),Not(Contains(${Sager.Kilde},'Autobutler'))),'Retail Nye', If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Eksisterende
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
Trouble Searching for Hyphenated Phone Numbers in ZOHO CRM Using COQL Query and Curl Command
Hi. I’m using the ZOHO CRM API and the curl command and trying to search for contacts using the COQL Query but it is not working. Get Records through a COQL Query Below are the problems that are happening now. I created a curl command to search for hyphenated
Zoho CRM's V5 APIs
Hello everyone! We hope you all are doing great! We are thrilled to announce the release of Zoho CRM's V5 APIs! While V4 offered some exciting APIs and enhancements, V5 is also packed with some great features and enhancements. Read on for a brief of the
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