Customized Activity Types
Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?
adding a field to a URL in a zoho crm e-mail template
I'm trying to add affiliate codes from a user field to links to my on-line store. I created a URL link in an e-mail template by appending a plain-text user field to a valid URL, like this: https://www.domain.com/page$[user.field] The contents of the
Signature Not showing up
I have set a signature in basic email and in the CRM system and neither is showing up when I create an email in the zoho email client. I can't figure this one out. Everything else is working fine and I am not using and have not set up any email templates
Populate Contact from Account via Function
Hi, we do have a field in "Accounts" that should populate a field with the same name in eacht associated contact. As Zoho doesn't offer that integrated (why???) we have to do it via functions. So here is my function: rec = zoho.crm.getRecordById("Accounts",accId); resp = zoho.crm.getRelatedRecords("Contacts","Accounts",accId,1); for each ele in resp { mp = Map(); mp.put("Unternehmen Type",ifnull(rec.get("Unternehmen Type"),"")); updateResp = zoho.crm.updateRecord("Contacts",ele.get("id"),mp); info
Sub-Categories in Industry
It would help me if I can create sub-categories under parent categories. For example, I have many Radio stations as Accounts. It would be very helpful, if I could have sub-categories under this Industry category, which would split them up into Australian,
How to specify the social lead sources for different departments or products?
I have different products which they have their own website, chat widget, and social media like Twitter and Facebook. I get the leads from their websites and webforms with distinguished lead sources and I know which lead is for which product. But when
Prioritized List View - Sort by Multiple Columns Sub-Sort
Have a way to sort by multiple columns? For example: Sort by Lead Status (Hot, Warm, Cold) then sub-sort by Follow Up (Date/Time)?
Jumping with a help of a button to another section
Hello, I search online and found out this isn't an option yet.. I there a work around to scroll with a help of a button to another part of the page? another section some how? Or maybe it's possible to create some sort of an Anchor like on Zoho Sites?
CPQ - Link Quotes from specific accounts to specific Price Books
Hello, We are making Quotes in Zoho CRM and for scpecific Accounts, I would like to select specific Pricebooks linked to them. Example: I make a quotation for my customer "Zylker", I would like only the Price Books linked to "Zylker" to be available for
Creating a report showing values from Multi Pick List field
Hello, our Leads have a Multi Pick List "Industry" field to indicate in what industries the lead is operating. As an example: - industry 1 - industry 2 - industry 3 etc. So for example: - for Lead #1 the values of the field are: "industry 1; industry
Get the Zoho Project ID when creating a new project from CRM functionb
Hi, I can't seem to work out how to get the new project ID created when we create a project from the CRM. I have created a function that creates a new project based on varying templates we have created in projects. It all works fine and has done for quite
Introducing Zia Strategy Influencer for Zoho CRM
(Last Modified on 22/08/2023): The Strategy Influencer feature is now available to all customers. Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides
Zoho CRM WhatsApp Integration
As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp.
Zoho User Group (ZUG) In-person Meetups - UK region
Hello everyone!
We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing
Email in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.
Event Notification Timing
Multiple employees are reporting receiving reminder notifications of events (meetings, etc.) after the start time of that event, rather than 15/30/etc. minutes before the event begins. What would be causing this and how do we fix it?
How to Sync Data in Account Field to Contacts Field
Hi, I am trying to synch a field in the account module to a field in the contacts module. However, without success. It seems like I have to write a code and place it in 'custom functions'. So from this field To this field How would I be able to do so?
Projects in CRM
I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account. Conversely I need to associate contacts
Managing rules for Lead Conversion to Contact
Where can I manage the rules for what data is combined if I convert a lead and combine it with an existing contact? I recently received an inquiry from a lead Ray Blanks, with a message/inquiry in the Description field. I converted the lead to a contact
Zoho CRM - Creating Branches
Hello, How can I create sperate Branches in CRM in order to separate my Sales? Thanks!
Zoho and e-conomic
Hi, I'm considering implementing Zoho CRM and other apps in our company. We do however already have an accounting system, e-conomic, which is used by our accountant and I would like to keep that. I couldn't find anyone talking about integrations there,
Copy Customization cannot be initiated
Hello , as you can see in the attachment below that I can't copy Customization because of this error , can you please explain to me more about this? "You cannot copy the lookup fields linked to the custom modules as hidden."
Due date disappearing for tasks and not able to filter on month May
Hi, There seems to be a bug in the activities/tasks module. We are not able to filter on tasks with a due date in May and the due date of tasks are disappearing out of nothing
zoho crm - Accounts page showing contacts
Is there a way to edit the CONTACTS section that is highlighted in grey at the top of every Account page? I like that it lists the contacts for the account, but I would like it to not display contacts that we have labeled as inactive inside the contact details.
Zoho Canvas Open Meetings section
In some templates for a record details canvas for the deals module, I see a section a couple times called "Open Meetings". In this section I can see open meetings associated with a deal and I can add a new meeting from the + button. I wanted to reuse
CRM - Subforms - Reports
I have a custom module linked to Accounts which holds the various charging models that my admin system uses. Within the custom module there is a subform with anything from 1 to 6 lines on it. If an account changes the charging model, I need to a CSV that
CRM Enterprise License disabled by CRM Plus trial
I have a CRM Enterprise license and when I attempted to access my CRM this morning I received the following error. My account is current, so I don't understand why I'm seeing a "Your trial has expired, please upgrade subscription" I never signed up for
google api to send email via custom function
Hello, I'm having lots of trouble sending emails via custom functions and sendmail. There appear to be weird restrictions on who can send/receive i.e. the admin or logged in user must be in either the from or to field !!! As an alternative, is it possible
Count the records of a related module and save the value in a custom field
I have a custom module called Reservations that is related to the Contacts module. Through related lists I can know how many reservations each contact has. I need to store this number in a custom variable of the Contact module called "Number of Reservations".
Update item image in Zoho CRM
Hi, every item in CRM can have a image, like: Is there is a way to import all the images? and keep them updated? if I have a server with those images identified by one of the other values of a field "item_id" and the image is www.server.com/images/item_id.png
Creating Zoho CRM Widget using React JS
Is it possible to create a zoho crm widget using react js?
Removing Canvas View for Modules
Is there a way to remove the Canvas View for an individual user? Right now the Canvas Assignments are based on our roles but there are a couple of people within the role that won't need it.
How to use COUNT() function in COQL
Hi, How to use aggregate function COUNT() in COQL? When I try, for example, this query: SELECT count(id) FROM Contacts where (First_Name in ('Name1', 'Name2')) I get error: {"code":"SYNTAX_ERROR","details":{"clause":"group by"},"message":"missing clause","status":"error"}
CRM Client Script Show/Hide fields
Good day, I would like to be able to show/hide CRM record fields by using Client Scripts. I hope this might be considered as a new feature in the future. Thanks!
How to show popup in client script
Hello. Does anyone know how to make the popup appear in client script? For example, I want to display a popup and let me enter any words when the stage of the Deal is changed . I was going to use 'prompt', but it doesn't work well in client scripts.
IMAP to Sync & Download
Hi I have just been told the IMAP solution only syncs emails and when a user is deactivated and/or their email account is closed, anything that has been synced from that user to CRM historically, will be lost. I can not see any value to any customer,
Creating a Custom Module Is Pointless...
A must have development for this is that ability to access mail merge and other standard features in the base modules. Please can this be fixed?
Need Column defination
Hi Team, For below-mentioned columns need definitions against each column's names. Insurance Policy Name AECC Revenue Api Created By Created Time Currency Date Of Birth 1 Date Of Birth 2 Date Of Birth 3 Date Of Birth 4 Date Of Birth 5 Dependent Relation
Sandbox not sending emails?
Hello, Testing some templates and workflow rules and Im not getting any emails sent from the Sandbox. I even clicked the test email inside a email template and nothing. Any ideas? Thanks
When I use an organization email, how can I get the user's signature?
Hello. I have the email of a CRM user added as an organization email. Apparently, if an admin sends a mailing from that organization email, the signature that the user has in his settings doesn't get merged in the mailing. Is there any way to get that
Next Page