Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.
Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant Sharma
Client Script: Edit page onChange doesn't fire when selecting "-None-" value.
I have a client script using the onChange event on the standard edit page that updates another field based on value selected in a pick list. This works great except I just realized when you select the "-None-" option in the pick list if you wanted no
Conversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?
Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup
CRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customer
Rollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?
Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templates
Zoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login system
Automatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"
Same function in multiple schedules
Hi, I need to use the same custom function in multiple schedules. I am passing in the last_schedule datetime which will determine what happens in the function, but I want schedules for multiple days and times. The schedule is for sending reports, so I
Tracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A lead
No emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only
Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In other
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
Zoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .
List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.
Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so we
Seguimiento de campañas mediante UTM
Llevo varios días preguntándome si es posible hacer seguimiento a los leads que lleguen al modulo de clientes desde nuestras campañas de anuncios, encontré que se puede hacer esto mediante un campo de utm utilizando zoho forms, sin embargo nuestro funel
Layouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,
Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks Rolf
Introducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up
Kaizen #141 - Zoho CRM's API Collection in Postman
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss: What is Postman? Zoho CRM's API Collection in Postman Where is it available? Prerequisites for using the collection Forking the API Collection from Zoho CRM Developer
Dynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answered
Attachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for our
Review Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried to
Cannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
Unable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas according
Phone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button? Moderation Update: I'm locking this post to avoid redundancy. We encourage you all to follow the linked post below
Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Custom Function to create a Task in Zoho CRM
Hi there, I don't know much deluge and need some help writing a custom function. I want a task automatically created and assigned to a user and to notify the user. The user is dependent on who the deal owner has selected as the assessor. I am using a
Create custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if they
Automatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
Notification SMS in only in India?
Is this correct? Why does it even show up as an option in my settings if I can't set it up? What is everyone using for SMS from Zoho? Would love to integrate with Ooma, the phone I can do but also SMS.
Attachment in custom module
Is there a way to attach scanned documents in a custom module? I created a module for assets and would like the portion to be able to attach a vendor invoice. Thanks Rudy
Kanban User Permissions
For some reason, I don't have access to the Kanban board as an Admin in the CRM. This seems odd, but not sure where to have the Super Admin change it. Kanban seems like something that should be open. Thanks!
Add options to a picklist without going to the Modules and Fields
I've been working on simplifying the CRM interface with Wizards and Canvas views. Now my users are asking if they can add a new option to a pick list from the Canvas view and Wizards. I can't find any info that gives me the ability to do this in a function.
Adding view to canvas from Standard view - help please
Before switching to Canvas View we had a section that showed only OPEN deals in a CONTACT Record (screen shot below). I'm not sure if this was something our previous developer created or if it's a zoho system section. Either way I'd like to replicate
Auto-renaming custom function name after editing in the editor
Hello, Current State When a custom function is renamed in the editor and the custom function widget is deployed to a workflow, we observed that the custom function name does not change. Most often, because the custom function is not changed, it makes
Edit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually update
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