• How to embed forms in a page that is 1 big form?

  Ok, some context ... we are a small football (soccer) club and we use Zoho CRM to manage our membership database. I want people to be able to sign up (as leads) and then we can add them to our mailing list and target them for match day tickets sales etc. The website tool we use has an odd thing where every page is wrapped in a <form> tag ... I have no idea why and the providers don't seem too interested in removing it, but that does mean I can't embed a Zoho CRM form in a page ... I think if I use

• True Historical (History) Activities Listed Under CRM Accounts?

  It is extremely frustrating to manage historical activities within an account record.  Under "Closed Activities", there is the option to sort by "Due Date".  Unfortunately, this "Due Date" only applies to "Tasks" and doesn't apply to "Events" or "Calls.

• Zoho Campaign - Event attendance registration possible?

  Our company frequently organizes events for our existing contacts by sending them newsletters with a link to registration form. To my understanding, the best way to achieve this is by using Zoho Campaign. Our goal is to generate an attendance list based

• Convert Sale Order to Invoice in a workflow

  Hi, We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule

• Contact and Vendor relationship

  I am trying to figure out how to link a contact and vendor up. What good does it do me to enter my vendors if I still have to remember who is my contact for each?

• Inventory to CRM Sync

  I use inventory for my Purchase Orders to order in everything from shipping boxes to material to make our product. Is there a way to have those things not show up in our CRM price list? Since we are only selling completed products, I don't have a need

• Sync Campaigns Lists to CRM with fields

  Hey,  Does anyone know if it's possible to have a field in CRM based on my list in Campaigns, and if a contact unsubscribe one list this field is cleared in CRM? For example: I have in Campaigns 3 list: A, B and C In CRM layot I have option list A, list B and list C When my contact unsubscribe list A in Campaigns, in CRM update the field list A Thank you!

• Deluge function zoho.crm.updateRecord not updating

  Hi, I have a very basic function that when a new record is created it takes the value of a few fields glues them together and then adds the result into a new field. The function was working fine till a few days ago when it magically stopped working !

• Integrated CRM Form does not appear in the mask to create a workflow with

  I have integrated a form in Creator, that gets the data from the CRM Contacts Module. That works fine now. The Problem: is, that I want now to create a workflow for that, which I currently can't because the Form does not appear in the mask to choose a

• Can Zoho required fields be removed?

  I'm a brand new user and while trying to customize forms I ran across a problem.  The example I will use is in "Contacts". I wanted to remove one of the required fields, in this case it was duration.  And I also wanted to change the time fields from mandatory to non-mandatory. I found that I was limited in that regard. I could not change what was already mandatory nor could I remove the fields Zoho had deemed necessary.  My question is why and if there is anyway to change this? Thanks!

• How to link the ATTACHMENTS and EMAILS?

  Hi,  I hope everyone's doing great and in good health.  A number of question regarding EMAILS and ATTACHMENTS.  1. Is there a way to link the ATTACHMENTS and EMAILS? Whenever we use the EMAILS, we always reattach the files that we already uploaded in

• Get related list from CRM

  Hi, I've got a Creator form. I want to pull data from Potentials, and its related-list, Products. This should work, no? CRMresp = zoho.crm.getRelatedRecords("Products", "Potentials",input.CRM_Lookup_ID) Can you only use getRelatedRecords for 'sub-modules'? Can someone explain why custom modules aren't supported in crm tasks? And is there a better way than clumsily re-purposing a default module for this purpose? Thanks! Levi

• How to change the status of an ACCOUNT(S)

  I'm currently setting up the CRM for our company and I just want to know if there is a way to change a status of an ACCOUNT, the statuses are "ON GOING", "CLOSE", "PAID"... etc.  Looking forward to your response. 

• using CRM API v2.1

  I'm trying to work out how to change our creator app to use the new 2.1 api, however I don't know where to look. does anyone else have this problem or do you know how to configure the system to use them.

• Can I convert a picklist in CRM into a multiselect picklist?

  Can I convert a picklist in CRM into a multiselect picklist? I don't want to create a new field since we already have great data in the existing picklist field. It's for the Account Type in CRM. Myah

• Filter to Exclude a field value

  Hi all, I new to Zoho CRM. We are a college. So to filter out the leads that are 'not interested', 'joined other college', 'wronly entered', i have created a picklist, named as CLOSED DUE TO; My logic is:  All the leads AND does not contain (not interested

• Getting ZCRM to trigger ticket creation in ZDesk

  Hi, I'm wanting to integrate our CRM and Desk so that when a Lead is converted to a won project, it automatically creates a ticket in Desk that pulls the client information from CRM to populate the ticket.  I'm thinking the easiest way to do this will be to create a form in Creator that pulls the information from CRM and then uploads into Desk. Is this possible? How do I trigger this process to happen automatically upon conversion of the Lead in CRM? Does anyone have any links to example scripting

• Implementatio Google Sheets with ZOHO CRM

  Hi, i can't find any information about the issue that i have right now in the moment. Maybe somebody from you guys could help me. I would like to have all of my customer information in my spreadsheets in google sheets, and make automaticly implemented

• zoho chat is not doing anything

  zoho chat is not going anything when you click on the button, has anybody else experienced this issue?

• Move someone from one list to another based on Lead or Contact(Customer)

  Using webforms, workflow and CRM I am trying to have a person continue on a workflow until the move in the CRM from a Lead to a contact.  

• Custom product pricing

  We are very new to Zoho and in the process of evaluating Zoho One for our business.   Looking at Zoho as a new user is quite dauning with the hundred of options.  Using the Zoho CRM is it possible to setup products that have different pricing based on

• Backup to external location (Dropbox etc)

  Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide

• I can't easily see what I need on the Calendar!

  It's very frustrating...we have an office where we all need to see everyone's calendar.  We want an option to change the default view to "ALL" instead of ourselves.  Or perhaps have it remember the last view you were on and always come back to that one.  When I view my calendar on my phone, most of the time I can not select the "ALL" option so the calendar is useless to me out of the office (which greatly impacts me)!

• Can't add a member to CRM -

  Everytime I try to add Zach Simpson to our CRM, it says he is already present in another account, but he is not.  Help!

• Solopreneur Seeking SMS extension to use my CURRENT MOBILE number with Zoho automation

  I'm a small business owner (it's just me) and I've been looking for an SMS solution like MightText that integrates with Zoho CRM/ONE/Campaigns I want to: 1. Use my current mobile to send/receive texts  - and update the contact/lead record in CRM  2. generate

• Formula field using nested IF and OR

  Hi. I have a formula problem: Because of the limit of 1000 and the fact you can't calculate a field from data in another calculated field, I have too many characters in my formula if I just use a series of nested IF functions. What I want to achieve is this: IF field INSCO contains 'A', return the result of field PREM*0.15 IF field INSCO contains 'B', return the result of field PREM*0.25 IF field INSCO contains 'C' OR 'D', return the result of field PREM*0.3 IF field INSCO contains something else,

• Making my Discount show up on a quote

  Hello, This doesn't happen often, but it happens enough that I would like to rectify this issue that I am having. When quoting in the CRM, we give extra parts away sometimes so I want to show the list price and then give the 100% discount and have the

• flow works for 1 field but not for the exact copy af another

  Hi everybody, I've been staring at this for 45 minutes, but i can't see why it's not working, so maybe one of you can help me. I have a flow set up that updates the details of a creator form report with the details of the customer in the CRM. However

• Notification API

  I am trying to use Zoho Notification API I can successfully enable notifications, but when an event happens I dont get receive notification Using https://webhook.site/#!/64232d90-27cf-4b45-9845-4fbc24670aa7/92871d2e-233e-40a3-b5b4-5cc2a6798f34/1 I get

• Zoho CRM Bookings embeded in site not working in Mobile

  Hello, we have succesfully embeded Zoho CRM Bookings in a website. The popup is working OK on Desktop screens, but not on mobile. To replicate, simply embed any Zoho CRM Booking to a website, execute it on Desktop and execute it on mobile. You will realize

• Scheduled Reports Email questions. Format of XLS, Content of Email...

  Q1. The .xls file that is created and sent via email is not easy to work with: - second row needs to be deleted in-order to use column filters,  - number fields need to be converted to Number format from Text format. How can I change this? Q2. Can I create

• One CRM organization, but 2 organisations in Books

  Hi There, I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers

• What happens to mail sync'd in CRM when employees leave or contact emails change?

  We use and rely upon synchronization of emails from our corporate Gmail email accounts, into Zoho CRM for both leads and Contacts. Questions: If an employee of ours whose emails are currently synchronized, leaves the company and that email address is deactivated, do the emails disappear from CRM? Is there any way to prevent that, if so? If we change the email address of a contact or lead, do emails previously associated with their old email address disappear from the Emails section? If so, is there

• CRM Export in Arabic Language

  Hello dears, I have uploaded my Arabic leads lists into the crm system, but sometimes I need to export it for reporting cases, the encoding appears to be missed up, so how we can solve this? Best Regards,

• Which Packages supports scheduled reports

  Hi, We would like to use customized scheduled reports to keep the management up to date with the most important metrics, so we would like to know which packages contain the necessary features to achieve this.

• CRM Related List Fields -> Marketing Hub

  We are really struggling to get either MB or Campaigns to work for us. We are wanting to create Marketing Lists based on fields in a related list in the Contacts module. We need it to link to Contacts as this is where the marketing preferences sit - it

• Zoholics Dubai- Our first meetup of 2021

  Zoholics Dubai is a conference where you can learn, network, and get the resources you need to take your business to the next level. The event will start with a keynote by our CEO, Sridhar Vembu, and will consist of a wide range of sessions such as "Reimagining

• Is there a way we can see Zoho Mails that have been sent/received to/from clients that are in the CRM?

  There are some clients who asks for quotes through emails not the Zoho Desk, so I'm wondering if it's possible to somehow sync Zoho Emails to the CRM so it's not hard to track?

• Can I pre-fill form values within CRM

  I am doing an integration need to pre-fill some values when create new lead form opens. Is there a way to do that  something like if I open url like https://crm.zoho.in/crm/orgXXXXXXXX/tab/Leads/create?layoutId=182897000000000167&phone=7845129632 to prefill

• Auto Gender and Salutation Detection for Zoho CRM (Data Enrichment)

  Reduce the amount of effort put into contact maintenance and improve your data quality. Based on the first name and country of origin, the gender and form of address can be determined automatically in most cases by this integration. Select contacts and

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