Custom field in Potentials not showing up in Zoho Sheet View
Hi, I hope to explain myself properly. I have created a Custom view for my potentials to only show me: Potential Name, Amount, Type, Contact Name, Campaigns... (see attachment "potential-display") Contact Name and Campaign are Custom Lookup fields that I have created under the potential Customization Fields/Layouts Now when I press the "Zoho Sheet view" or "Print Mailing Labels" the "contact name" does not show (see attachments "zoho-sheet-view" and "print-mailing-labels") On the other hand if I
Report on Event Participants
Hi all, How do I report on event participants? Our events are actual training courses which are chargeable so it would be good to have this level of detail in reports. We currently get around this by not using the Participants field, instead we use a custom text field....YUK!
Add Button to Home Page
There is functionality to add buttons to Modules however; I don't see the option to add a button to the Home Page. Is this possible?
Rounding up & decimal places problem with quotes
Hello, First time I've posted here, thanks for a great product: cheaper and easier to use than salesforce (we were paying customers for a year), less of a headache than sugarcrm, more personable, etc.... I really think we've found what we're looking for and wish you the best. We have found a problem with quotes and invoices though, so if someone could put this on their list of things to fix we would be very grateful: This is the sum we want to do, what our accounting software does and what the taxman
Adding country code (+91) for all the leads automatically
Hello, We want to add the country code (+91) to all our leads mobile number. Also it should automatically get updated when the lead is registered. Please guide us! Thank you!
Zoho Personalized technical support
hello, We have issues regarding the integrations with APIs therefore we had scheduled meeting with zoho support team. But twice no support has been given yet and no one was present or attended the meeting call. We want an immediate help regarding our
Whatsapp thirt party integration in zoho crm
How to integrate third party Whatsapp in zoho crm to send bulk sms to leads
Adding third party API
Hello, We want to know that from where can we add a third party API into zoho CRM. As we need to integrate whats app API to Zoho CRM
Custom fonction problem
Hello, i use a custom fonction who work well since 4 month, But since this afternoon i have a problem in my first line. The fonction take a deals ID and fetch data with x = zoho.crm.getRecordById("Deals",ID); This fonction always worked since 4 month
Emails from Zoho CRM to Gmail Going to Spam
We are having repeated problems when we send email out of Zoho CRM to a customer's Gmail address. We are hearing constantly that people didn't get our email and/or it went to their spam. Our customers include a lot of older folks who might not know to
Cant access Data Enrichment
Have set up data enrichment but its not showing as an option when I either create or edit and account
I am searching "All Contacts" view but cannot find all our Contacts.
I am searching "All Contacts" view but cannot find all our Contacts. Regards, Liz Guthrie
Zoho Contacts imports no longer works
I have been uploading .csv files of new contact to Zoho for 5 years and suddenly it no longer works. I am getting the following error message and there is no way around it: "Could not find a matching parent record for this lookup field. - Company."
Is there a Way to use Deluge Code in a Workflow to create CRM Portal access for a client
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Run Convert Lead function when certain Lead Stage hit
Hello, I want to automatically open up the Lead Covert page when a lead transitions to "Qualified". I know I can do an automatic mapping using a workflow, but I want the user to be able to enter the information manually just like they could if they clicked
CRM Analytics Has Lead Status Out of Order
Hello, I've never been able to get the stages of leads or deals to show up in the proper order on the analytics dashboard in CRM. How is the order defined? Is there a way to change this because it doesn't really make any sense. Here is my information:
Zoho Quotes Webhook Product Table
Hello all, I am trying to set up an automation where when a Quote is edited, Zoho sends a webhook to a URL. The issue I am facing is that I cannot find how to put the product table in the webhook body. I can reference any of the fields in the layout,
Concat with punctuation
I have a formula field on a contact record to Concat: Concat(${Contacts.First Name},${Contacts.Last Name},${Contacts.Account Name}) Is there a way to insert punctuation, like an underscore, between ${Contacts.Last Name} and ${Contacts.Account Name}
When searching All Contacts view I can see record but Administrator cannot.
zcrm_1353144000019982104 I can see this record on All Contacts search but another User cannot find the record. We are both searching on mobile #. We had this non-visibility issue resolved last week, but this now sounds similiar issue. Please advise. Thanks.
Contact macros in email template related to Calls module
I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template
Extension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changes
Quoting Subscriptions
Has anyone had any luck quoting subscriptions using any Zoho product?
Zoho CRM Segmentation Access Via Profiles
I want to setup Customer Segmentation in the CRM. However I do not see if I can limit who can see the Segmentation Snippet in the Module. Any help is very welcome. Ivan
Deleting Task when hitting a certain stage on the deal pipeline?
Hi, I have tried using this script but haven't managed to get it to work (https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html) Essentially I am looking to delete or close all task when deal hits a certain stage. Can anyone
Email Parser not working
Whitelisted the sender email, sending to correct parser email. Everything mapped out etc. Not even showing as being counted "received / invalid" = 0 Any update on this?
How to mass delete records ?
Hi, let me explain the query in our products module , there are 47k records out of these 27k records have null product code - (filter) , so i am trying to delete these 27k records how should i ? I was trying to mass delete also, but it gives error as
How to add discount in percent?
Hello, I created a formular that will copy a value (from a custom dropdown with the name "discount in percent"… the values are , 20, 30 and 50 etc.) to the Invoices module to the discount field of the subform. I used the following formula which works,
Display Order of Attachments in CRM Related List
Hi, Can anyone tell me how the list of Attachments on a Deal page is ordered? They don't seem to follow any logical order, like file name or creation date, and it doesn't seem possible to re-order/sort them using the column headings. We upload quote/order
Multi-select field in email template
Hi there, So, I have a multi-select field on Zoho. When I then insert that field to send in an email template, it enters the field entries all on one line separated by semi-colons. Is there a way to make each field entry appear on separate lines in the
How to authorize in zoho crm
how to upload data in local google drive
What is the official way to check Api object name, field name ?
Hi, I get the logic behind when you add a new module/field, it will create a object name by joining the word with underscore , case sensitive. And the the part that I don't get is, when you edit the module/fields name on crm fields page, the object name
Button with Function to Update Custom Field
I have a custom field in the leads module called 'credit card' and I need a custom button that, when pushed, will update it from 'none' to 'obtained'. I don't know how to write the function for a custom field, can someone help me with that? Thanks!
How to resend/forward an email sent from Zoho CRM?
Hi, Is there a way I can forward or resend the mail which was sent using Zoho CRM? I see a little forward icon but nothing happens when I click on it? Thanks.
Function-26: Update information between two modules via Lookup fields.
Welcome back everyone! Last week, we learnt how to populate the Amount field in a Deal by calculating the number of products and its unit price. This week, let's look at a custom function that updates information between two modules via Lookup fields. Business scenario: Quotes are binding agreements between a customer and a vendor, to deliver the requested products to the customer within a specified time-frame at a predefined price. Your customers can place orders within a stipulated period (validity
Ring central calls not coming in and not showing missed calls
Anyone had issues with ring central Integration ? Trying to get our calls to come in and also show missed calls. Have uninstalled and troubleshooted but not having any success!
How to make an API call to my Webservice from Zoho CRM
Hello, I want to add a widget to the homepage of my Zoho CRM account which will have an input box and will make an API call to my web service to fetch data for the inputed value. I don't want to fetch CRMs data into my web service. On the other hand,
Initiate Read-Only State at Stage Change?
I've found a couple similar questions, but no answers (if there are answers that even exist). I'm just going to see if any of you smart people can figure this one out. :) And thanks in advance for any help! Pretty simply, I need the Gig Name (we've renamed
Can I add several tasks to several users?
Hello, currently I got some processes running outside zoho that I would like to add. Is there any way to load a batch of tasks to certain users? For example: add 50 specifici processes to 5 specific zoho users. Thanks in advance.
Template Email Responses Rather Than New Email
I'm new to Zoho CRM and I've been playing around with the Email Templates as a lot of my email conversations are very similar. Whilst I think it's great to be able to send templated emails to leads, I was wondering if there was a way to send templated
Introducing Zia Similarity Recommendation
Dear All, Hope you are well! We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go! Zia Similarity Recommender is a handy tool that compares your record with other records present in the
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