Unit of measure
Can anyone assist with UOM We sell products that can be measured as follows Square meter (M2) (Marble tiles, slabs etc) Linear meter (LM) (Step treads, Skirting etc) Each (Vanity tops etc) We sell marble (Fabric, timber, bricks, etc etc would probably be measured the some way) Thank you and regards
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen? like this in CRM
Lead Conversion Report based on Hour and Minute Unites
Hello, We are able to get Converted Lead report on report module and see conversion time based on day calculation. Conversion time option should be also based hour and minute unites. Every company is not waiting I think more than 1 day for converting
Tip #2: Set up lead conversion mapping settings based on page layouts
Hello everyone! We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it. The tip for this week is related to one of the primary aspects of a CRM - Customization. Tip #2: Set up lead conversion mapping settings based on page layouts If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance,
How do I create a new call to action/task after a logged phone call?
Hi, Case: I create a task to make a phone call. I then make that phone call and log it in Zoho. Say that the call result is voicemail; I then need to make a new call to action/task to call that person again. How do I do that? Thanks.
Introduction of Canvas for Zoho CRM
All industries function in a way that is very different in many aspects. There is no one size fits all approach. The companies should be able to modify the CRM design to suit their needs after a purchase has been made. This is where customers can control
Tracking events in a custom function for reporting purposes
We have a custom function that runs hourly and processes pdfs that were created and then emails them to various destinations. The pdfs are based on a custom module and there are hundreds of them that go out per day. What we're looking for is a way to
Notify "UserY" when "UserX" is assigned a Task
I know this should be simple but what would be the most correct way to always notify "User Y" when "User X" becomes the owner of a task. Both for new tasks and for tasks that already exist but are assigned to User X. It should run whether it's created
HTTP Post for Zoho CRM with Google Analytics Measurement Protocol
Hi, I am looking for ways to automate the following: When new Deal is created to make a HTTP Post request with deal parameters as payload. This is needed for Google Analytics Measurement Protocol implementation https://developers.google.com/analyti
CRM/Projects Integration
Good afternoon, I'm in the process of setting up automated Project creation when a Customer is created. We are using the Accounts module as Customers and I've already created the creation of the Project Template pulling information from the CRM - this
Is it possible to identify a cloned deal?
As it's not possible to limit the ability to clone deals at a user level we are having to rely on training. I woudl like to report on how many deals each user clones and use these to spot check quality. Is there any way to identify them?
Deleted Vendors
Hi! Is there any chance that I could retrieve accidentally deleted Vendors? Thanks!
How to update owner for contacts based on owner for account?
I am trying to automatically assign the owner for Contact based on Account owner. Every Contact is related to an account as we are explicitly choosing this via a lookup field during add. When the account owner changes, we want the contact owner to change as well. Basically it's a simple direct relationship. The accounts might change hands every so often so all related data should be available to new owner. This should be very simple but I cant figure how to do it. we have thousands of accounts and
Activating SAML in Zoho for CRM users
Hello, I'm trying to activate the SAML auth for CRM users to test. I was able to find how to acitviate SAML ( here : https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts#Prerequisites ) But
Leads Module
Good morning, I edited a little in the Leads section, but now I can't find anywhere "Lead source" in the Leads section. When I go into edit function, it appears in all the previews (standard and admin), but it doesn't appear anywhere in the Leads section.
UI enhancements for mass actions
Dear All, We've introduced UI enhancements for mass transfer, delete, update, convert, email, draft, and duplication actions. Here are the details of changes that are currently available- Mass update, transfer, delete, convert, and draft UI enhancements
Running Tally
Hello - is it possible to keep a running tally of points used as the survey is being completed? For example, respondents are given 100 points to use during the course of the survey, and their answers deduct points from the total. For example, if they
Dashboards missing
Hello, we are using the free edition of Zoho CRM and can't find the Dashbaords/Analytics module. We checked the Setup > Modules and Fields > Organize Modules and don't see it in the list. Is Dashboards available in the free edition?
Creating a new report
Hello, we'd like to create our own reports. We're currently using the free edition and instead of the normal "Create Report" green button, there is a hyperlink to Zoho Analytics. Do we create reports another way now? I've attached a screenshot of what
Stage When Closed
Is there any way to track what stage a potential was in before it was closed? For, example if a potential is lost after the quoting stage, or after a trial stage. This would be useful info in adjusting our process. Best Regards, Sara Konz
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
How to use custom function to copy fields in one module to my contacts module?
I have created a module for client policies in CRM. I would like to write a custom function that would copy some of the data fields under each policy to certain fields in my contacts/clients module. The issue is there are multiple policies and data from
How can I delete the configurations in any prior organisations to integrate your IMAP account with the current organisation?
I was doing my email IMAP configuration with gmail but my IMAP settings are disable and It is showing me this note Note: You have already integrated your IMAP account with Zoho CRM in your previous organisation. We are currently allowing IMAP integrations
Using a slightly different version of our Zoho CRM system for multiple different countries.
So we have a project that will follow a certain baseline flow. This project will be run in 6 different countries. There's a baseline skeleton they all will follow, e.g. a "Customers" module, and a "Meetings" modules which our sales staff creates with
Anomaly Component Notifications Limits has been increased
Dear All, Greetings! An anomaly detector is a type of dashboard component that helps you to keep track of unusual behavior observed in a module. Based on your requirements, you can create a custom anomaly detector and choose to receive Zia notifications
How to send new created records via php file.
Hi! I want to run a php whenever a new record is added in the Contacs. How to do that? Also, how can I get details of all the fields of the newly added record in the pho file? For example, if the contact field has 3 fields which are Name,Address,Phone
Google Ads GCLID field mapping
Hello, I have integrated my Google Ads and Zoho CRM account. I have a form created with Contact Form 7 in Wordpress. The issue is that I can't pass the GCLID information to Zoho CRM. To map the fields I use the Zoho CRM Lead Magnet but among the fields
How to add auto incremental number in formula
Hi there, I don't know if this is possible but here it goes: I need to create a custom field for Deals so every time a Deal is created it has its own unique code, which is made of the first three characters of the Account name + an auto incremental number. Let's say the Account name is John Doe, the first Deal to be created would have the code JOH0001, the if another deal using the same account number is created, its code would be JOH0002, and so on. If another deal is created but form another account,
How to automatically refresh a custom Contact field daily?
Hi, I created a field that calculates the days since a certain date from a Contact record. However, this field (see attachment) calculates that number of days only when that date is created. I would like that number to be calculated daily, since the
Left Justify template email
Is there any way to left justify a template when sent out as an email? My team's email signatures sit on the left side of the email/page, so when templates are sent out and sit in the centre they end up looking a little odd. The only solutions I have
Save More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregates
Subtract 2 dates field
I would like to subtrackt 2 date fields (custom made) and return the period in month! The only way i can do it will return in minutes, and this gives a wrong calculation of month. Anyone?
Map Deal Owner To Custom Field
I am trying to find a way to map the owner of a deal to a custom field when they do a specific action. For example, I would want to map the deal owner name to a custom deal field named "Sold By". I would create a workflow that states, when the deal
Introducing VoxPro, Tellephant, Magento, and 7 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Microsoft Word Merge Template
Hello! I have created a template in Word to combine it with a custom module. When I create it and at the same time execute the merge, it works, but if I exit word and reload the template to perform the merge, it only returns a blank page. Greetings
Add contacts in an opportunity
How I could add several contacts in an opportunity in Zoho CRM?
Item count in Zoho CRM Sales Order module
Hi there, How do I make a field which calculates the total number of items in a sales order. For example, I sell handbags to retailers, and sometimes they will order a total of (for example) 87 bags, in 30 different different styles (for example, 3 of
Map Zoho Deal Fields to Zoho Invoice Custom Fields
How do I map custom Invoice fields to Zoho CRM Deal Fields? From within Zoho Deals, I can click "+Invoice" but then I have to manually put in all the information on the Invoice, even though all the values exist in the Deal. Can I map Deal Fields to Zoho
URGENT Zoho CRM: New records being saved are putting the developer in the "Created By" meta field
I am the developer and for certain permissions, was elevated to administrator for a project. Currently, the records being created in the customer module are listing me in the "created by" and the <module> owner fields. I require these to revert to the
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