How do I add external email accounts?
Good Morning everyone! I am still racking my brain about this Zoho email and my accounts. Possibly someone can help me out. I use and subscribe to Zoho Email I also have the desktop version, mostly use the web based. I have my Zoho email address that
Can I use client script to filter lookup field?
Hi Support, Can I use client script to filter lookup field?
Scheduled Function not working
Hello Within the "Vendors" module, I want to create a scheduled function so that the Certification Status updates based on ‘todays’ date relative to the cert expiration. So for this example, I am working on Supplier Profile. This particular vendor has
No Records Found - Related List
Hi there, In the Zoho CRM, under the Deals Module, I would like to associate an invoice to the invoice related list found in a deal. However, the related list says that there are no records found where in the Invoice module, there are plenty of invoices.
Converting Quote to Invoice doesnt show on invoice module on Deal page
I am working on Deals in the CRM. I can create quotes and they stay in the quote sub module on the deal page. When I convert to an invoice the Invoice sub modules on the deal page does not show anything. I can go to the invoices Module and see this invoice
Contact record cannot be searched/found in CRM
We have a system setup to assign a unique 6-digit ID to our customers, people seeking training. We've created and integrated a Zoho form for people to create an ID if they do not have one. This creates a Lead in the system that automatically converts
Auto-fill fields based on related list entry
Hi there, I was wondering if it is possible to auto-fill a field based on what is assigned to it using the related lists. For example; I had a deal that did not have a dollar amount to it and therefore the amount field was empty. I used the sales order
Cannot connect Zoho CRM nor Zoho Desk on Zapier
Hello, we are facing issues connecting our Zoho account to Zapier, Everything was working fine and suddenly they disconnected and we cant reconnect them. We go through the sign up procedure and accept permissions on Zapier and when the window closes nothing
Update email status in module related email CRM REST API
Hi, Currently we are developing a system which require us to display the list of the module's related emails and when user clicks on the email from list, we load the contents of the email to display. The issue is the status of the email doesn't change
Update Deal Record Pipeline
Hello Team, Is there any way we can update the deal record Pipeline with the Zoho CRM API? If Not, Then I have a workaround solution we can create the workflow according to the condition. I am sharing the snapshot below, apart from this is there anyone
How to send a Books invoice to the Contact Roles of a Deal?
Hi In our implementation of CRM we dont use the Accounts module, we only have the Contacts and Deals modules. Each Deal will have 2 Contact Roles (the 2 roles are obviously 2 separate Contacts). Now we have integrated Books and have a 2-way sync between
Syncing recurring meetings from Zoho Calendar to the CRM calendar
I just spent hours with support to find out that I can not create a recurring meeting in Zoho calendar and have it sync back to the CRM. And there is no way to create a recurring meeting on the CRM calendar! How is the possible? This is a function I use
Mass-delete function
Please insert a mass-delete function in the Contacts/Leads/Clients related sections, like Attachments, Notes... When I add an e-mail with the Outlook Plug-in I can't select wich attachment upload (it uploads every attachments) and it's not so good to go on every contact related to the e-mail and delete Attachments one by one. Thank you, Giordano.
Data Sharing Rule - NO LONGER WORKING
The data sharing rule in Zoho CRM is suddenly not working. It worked in the past, but today I noticed it isn't any longer Below is my sharing rule for my Purchasing Dept Account. They have the "Contacts" Module turned on. But Are only allowed to see contacts
How can I pin a a specific email to a Potetial?
I'm using the new 2021 Outlook Add-in and have IMAP Integration so I can see emails inside my contacts record. When it comes to potentials, the emails section doesn't not always pull the relevant emails. I understand is hard for the system to sort that,
Refresh All Formula Fields
A huge portion of our vendors are only approved so long as their certifications are not expired, and valid. We can have up to FIVE different certifications with cert expiration dates on a single vendor. Our cert levels are AS9100, ISO9001, ITAR, NADCAP,
Booking agency working with roster of artists wanting to incorporate these artists ("clients") in the CRM workflow.
I'm wondering what the best way would be to include our roster of clients into the CRM. These artists are the "products" our booking agency is selling, but we are not sure if re-naming the Products module to "Clients" is the most elegant solution here.
Parsing problem with a gmail account
Hey, I want to use the parsing functionality. My main email account is a gmail account. From there I want to forward my incoming emails to the parsing adresse. But when I want to add the parsing adresse in gmail, gmail is sending a verification code to
Whatsapp
Hi I have been using Ulgebra will discontinue WhatCetra for sending whatsapp messages and I think its been great until now as they are discontinuing it for whatsapp Business API, which is fine but you can't have whatsapp on your phone and can only use
Color Code Formula Field
Is there a way to color code formula fields? I have a string formula that returns one of three values based on an if function. Is there a way to color code the formula field the same way you color code a pick list field?
Add Creation time to an accountpage
Hi, When i try to add a creation date on a account page i get an error I go to setup > Modules and Fields > Account page > Add Formula > add : Newdate(${Accountpaginas.Created Time}) > Error: "Given field label does not exist" But i cant add this label
Consolidated view of emails for all contacts under an Account Record
Hi team, A client of mine has raised a valid idea. They would like to be able to open an Account record and be able to view all the emails for all the contacts associated with that account. Similar to the way you currently can see all the notes under the Account Record across all the associated records under that Account. This is very important as they have lots of contacts which they are working with as a team under each account and it is difficult to sort through and find a tread of communication
Workflow Rule edited field trigger - Is there a way to exclude a field as a trigger?
I have a Workflow Rule set to send an email when a Closed won deal has been edited. Theres some fields that are periodically updated via functions (automatically), and i dont want the rule to trigger when this specific field is edited since it floods
Adding Tags via workflows - not working
Hey, my idea is to add a tag to every single lead that has been created. Quite easy actually. But the one I have built is not working at all. I have tried several times. Any tipps here? Thank you so much!
System keeps locking up when I go to send an email to a contact
What is going on with the platform lately, you can't work because the system locks up on certain functions. As a small user you can't even purchase 24/7 support So here is a question do they have a BB that you can go to you to see what issues they are
Need more lookup fields
Zoho CRM currently allows for 5 lookup fields. Linking information from modules is critical. We need more lookup field options. Moderation Update I'm locking this post as we have increased the limit of adding a lookup field based on the edition. Professional
Encryption Question CRM
Hi Folks! Are the data in CRM encrypted at rest? Or are only the fields marked Encryption encrypted at rest? And if not, I understand there is full disk encryption available for certain data centre, I believe mine is in the US data centre, will I be able
Control over top section of CRM account?
Does anyone know if we can control the settings for this top section which displays Deals and Contacts? At times, the order of the deals or contacts appear random. We would like to see the active ones showing up, not old deals or inactive contacts.
Closed Activities Call Log for VoIP Integration
I integrated my VoIP provider. After I make a call, it saves to the "Account" and not the "Contact" or "Deal". How can I have the closed activity call log show in all places?
Which SMS product/integration do you use, and why?
Which SMS product/integration do you use, and why?
Kaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone! Welcome to another week of Kaizen! This week we will discuss the Scoring Rules APIs. What are scoring rules? You may have different strategies to engage with customers, make their journeys successful in your business, and to convert them
How to fetch subform data to calculate Custom/Aggregate fields
In Quotes Module, I have created a subform from which I want to fetch the data such as weight, height, width and length to calculate total volumetric weight etc. But using Formula field in aggregate function I am unable to fetch the records from subform
Send merged documents as attachments
Hello everyone, Is there a way to create documents that will have fields from the CRM record and send them as attachments through the CRM function "Send email"? Templates in settings could be created only for the email itself, not for the attached files.
Scores are now available as a record fields
Hello everyone, Greetings! We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM. Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts,
How to open up a popup in Zoho CRM
I currently have a Zoho Blueprint for a conversion that sends a request to Stripe to create the customer, create and finalize an invoice and then send me the invoice payment link in Slack. Webpage How could I open a popup in the window so the invoice
Converted Lead Report
I'd like to create a report which shows leads created by month over the last two years that also includes leads that have been converted. Is there a way to do this? It seems to only show leads that haven't been converted!
Connect to Zoho CRM Data as a Linked Server
hi is it possible to connect Zoho crm MySQL Easy Sync to a server for backup on premise?
Transfer data to another Zoho Account.
I would like to transfer all the data I have on a single account in Zoho to another company that also uses Zoho. I want all the Contacts, Notes, Cases and Deals, open and closed, to be included as well. Anyone have thoughts?
Creating formula in Formula field
Hi, I am attempting to write a formula field that will give me one calculated result if one statement is true, else 0. Fields: "Deals.Business area" "Deals.Power - MWe" "Deals.Probability (%)" What i need as an example is, if you find in the field "Business
Not able to see ZDK.Apps in Production org whereas using it in Sandbox.
Hi Team, We're facing issues in using ZDK.Apps in Client Script. It's not visible in Production org, whereas using the same in Sandbox. Please help us in this as our feature is blocked due to this in live org and is affecting our users. I've also attached
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