Adding a Macro Button
I've just discovered Macros and they are pretty cool. I've set up a Quote Request module and a Macro to automatically send a quote request to the Supplier email. Does anyone know how to change the Email button to a Run Macro button?
Creating a Quote Request Form/Email
I want to be able to sent Quote Requests from pre-listed Scope of Works I have in a module. Ideally I want to use forms, but I get set it up so it emails the selected supplier. And you can only add 1 CRM lookup, which is the SoWs module. So it can't look
Where to create lead follow-up reminders?
In Zoho CRM, where do I set how frequently to check in with leads? (In Cloze, Salesforce or Nimble it's obvious, but I can't find it here.) Or should I set a custom field with a formula? But then how to set the reminder based on that? Thanks!
Filter "Sent email status" report by Business Unit
Hello, we use Zoho CRM to manage leads and customer for our 2 business units. My question is: is there a way to filter the "Sent email status" report (CRM > Reports > Email Reports > Sent Email Status) by a field (i.e. "Business Unit")? Thank you
Related function custom module Lookup field and Lead module.
Hi, I am linking a Lookup item called prospect in a module called Sample_Request (API=sample_req) from Leads. I have created a button in Sample_Request to create a new Lead and use this button to create a new Lead. This button allows a new Lead to be
Create CRM Task When Invoice Marked as Paid
Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to
dates not working in Zoho CRM
My team and I use the latest version of Google Chrome and all use the Zoho one Enterprise Edition. We've noticed in the last week that dates have become unusable within Zoho CRM in Chrome. When looking at a list of leads for example the last activity
Incorrect api field should not pass in REST
I have a POST request to create a new record in CRM (custom) module. when using a non-existent api field in the body of the request, I'd expect the REST call to fail with a 400 & a corresponding error message. the request, however, gets through and the
My open Task
My open task showing last task first how to correct it to show latest first?
Sales stages selection in Deals (Zoho CRM)
we have defined a number of Sales Stages using the Stage-Probability Mapping functionality. however, when we Create a new Deal, or Edit it, we can see only one stage available in the dropdown. we are not able to see or choose the other stages.
Report on Scoring Rules
Can someone explain how to report on scoring rule fields created by adding scoring rules to a module?
Zoho Subscriptions
I need more Currency and Date fields. Zoho said I need to upgrade my membership to get more and set me these options: https://www.zoho.com/crm/help/complete-feature-list.html However, I have been on Zoho One for years. Isn't Zoho One the highest level
Stageview not loading
Hi all, Does anyone know why one stage in my stage view is not loading? I have cleared the cache in Chrome and tried this in Safari, and I am still getting the same error. Thanks
Posting Contacts using Zoho CRM API V2
When we are trying to post multiple contacts after running the posting 2-3 contacts no new contacts are created and we get the API response of System.Net.WebException: The operation has timed out. We are trying to post 100 contacts daily and the posting
Update field with value from another field
Hey, community, I have one request; I can not figure out how I can do it via workflows. If you can help me, it would be great. I have a custom field (checkbox) in a Deals module. I need to put the value of this field (Y/N) to all invoices ("Invoice" module)
Global search
If I change the search layout, it's changed just for me or for all the users? How can I change the search layout for all the users?
List all stages
Hello Everyone, I am trying to figure out COQL to get all deal stages. Any ideas appreciated. Thanks in advance.
Accounts should use only domain portion of a web address as the unique identifier / No way to prevent duplication of accounts?
In Zoho CRM for Accounts, I'm using website as the unique identifier. This means if I have an account with the website crmplus.zoho.eu for example, I can't add a second account with the same website, crmplus.zoho.eu. However, CRM fails to see that these
Multiple email address setup for one account within Zoho CRM
Hi , As title mentioned, is it possible ? The requirement as below: John own multiple company , each company have diff email address - john@companyA.com - john@conpanyB.com However John only had one CRM license account. Initially in CRM , he had setup
Use History tracking data
Hello, Is there any way I can create reports/dashboards using the history of a record? What I mean by this is: - I want to create a report that would show how many deals went from "offer" to "closed lost" VS how may deals went from "offer" to "closed
Kaizen #90 - CRM Variables and APIs
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss what are CRM Variables and variable groups, how to create, update, and delete them through an API and the UI, and a simple example in Deluge of using a CRM variable
Is a Bug or I need to add Client Script when I create a record?
Hi good afternoon, I have a deluge script that creates a record as shown in the image, despite programming a client script in the load and edit event, this information appears that does not exist But if i see the client scripts or So what's the wron
Create project for CRM Account
Hi, Can we create project by using our CRM account details of customers, is it integrated with Zoho CRM?
Create Task from Outlook Email
Is this possible?
Doctor referral module
Hi, we are trying to setup CRM in our company and we heavily rely on our sales of our products through referrals from our database of doctors. For example, if any patient buys a product (X), it will most probably be referred by doctor A or doctor B. So
Create template with button
Hello! But with a peculiarity. It has to be a button in a template. This template generates an email that many people will receive. The main function of the button is that any of those people who receive that email, when they press the button, a task
Revert to Old Field Value on Approval Rejection
We would like to use approval processes for updates to certain fields. The acceptance would allow the new value to persist, while rejecting the field update should revert it to the previous value. I'm not sure there is a way to do this currently without
Automatically Create & Close Task from an Email
Is there any way to automatically create and close a Task for an email that has been sent via Bcc Dropbox?
Introducing Zia Scores in Zoho CRM
The Zia Scores feature is updated with new enhancements. Refer to the announcement on Zia Scoring automations to learn more. Hello everyone, We have a new feature update for you all! :) Introducing Zia Scoring, another valuable addition to Zia's prediction
Client Portals Setup
I am a Zoho One user. I am trying to set up a Client Portal to a custom domain. However, it won't let me link it to the custom domain. I had a look in the Subscriptions and there is a 'CRM Portal Users Add-on'. Does this need to be purchased to allow
Lead Converted & Merged with Contact
Why does the system not allow users to override the values that exist on a Lead and overwrite them with existing data on a Contact when the two records are merged?
Function to automatically replace/rename specific text
Hi, new to Zoho CRM, and hoping the great community can offer some expertise! I am wanting to build a function whereby I can identify specific text strings and automatically replace them with an alternative. e.g. "Mailing Country" field on a Contact.
SubForms in Canvas
I have a sub-form in a Canvas view. Whenever I want to add or modify it, I have to click Edit and then takes me into the Standard layout view. I don't want this. I just want to edit the sub-form on the Canvas view. Can this be done?
Export You can only export a maximum of 5 reports that has more than 2000 rows, in a day
Hi, Is there an option to increase the number of downloads for reports over 2000 rows from 5 times a day to a higher number? error message: You can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports
Automatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedly
Update contents of one field based off contents of another
Hi community! I'm looking for a way to automatically updated one field (a picklist) based off the text content of another field. E.g. IF "Country" is one of 'China, Japan, Singapore, South Korea' THEN "Region" is 'APAC' IF "Country" is one of 'United
Template Emails Sent from Zoho Mail Servers Instead of Gmail Servers
We use Gmail for Business integration with Zoho CRM so our emails will be sent via Gmail Mail Servers rather than Zoho Mail Servers. Recently we just learned that emails sent from Zoho CRM in which we manually select an email template are now using Zoho
How to attache a file I downloaded to a Upload Field using Deluge
Hello, I am new to zoho CRM. I have a question. I've created a custom module with a file upload field. I now need to upload a file to that Field using Deluge. Can you show me an example? I found so many examples talking about attachment, but none of them
Saving Zoho sheet View, but where?
Hello, For a colleague we had to filter some contacts. I used the Zoho sheet View menu to have a table view of the result. On the top right, you have the a green button to save the sheet. Clicking on it save it.. but where ? I thought it may be was in Workdrive, but a search coun't find the file. It's no in recent files, or even my folder. So where is saved the sheet ? Any clue ?
Zoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the
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