Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do I
Syncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that should
Assign contact based on email?
Hello. In Deals Module each deal has its own unique field named "Deal Email". Im looking for a way to search and find the same emails in "Contacts" and if "Deal email" and "Contact email" is a match, then I want the contact to be added as a "Contact"
SEND MAIL ISSUE
ZOHO CRM - CUSTOM FUNCTION - SEND MAIL When sending mail with the custom function in zoho crm - mails are not always sent. It sends email ONLY through the zoho deluge mail server and I cant even know through script if mail is sent!! On gmail mainly mails are not sent at all... we added a bcc and to check if mails are sent. However in SEND MAIL function you can use a template and this send email through your custom mail server but the issue here is that you are completely limited in the way to design
How to stay on the new version ?
All is in the title... Each time I log I go back to the old version. Didn't find any place to trim this. Moderation update: Folks, we recommend starting a fresh post when you experience a challenge with the system. The original post refers to a UI uplift
Kaizen #118 - Mass Delete Records Across Modules (Part II)
Hey there! Welcome back to yet another insightful post in our Kaizen series! Picking up the thread from our last post, let's explore how to automate the process of mass deleting child records directly from the parent record's details page. This approach
Can't open information in a new tab
Until yesterday, I was able to open contacts, product, etc. in a new tab, but now only a blank page (URL in the format below) is displayed. I can't open information in a new tab in Chrome or Firefox. Have the specifications changed? https://crmplus.
Territories not Assigning to Contacts when its Account has a manually assigned Territory
Hi Zoho and fellow CRM users, I've discovered an odd behviour of the CRM. I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed. Contacts usually inherit the same Territories as their related
Increase field value based on condition
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja Balustrady
How are Last Activity date and Modified Time different?
Is this still accurate? Account Last Activity Time field (zoho.com) How are Last Activity date and Modified time different? Another way to ask the question: What is included in "Activity"? Is this when any field is modified in a record? Is it an "Activity
How to insert a new row into a sub-form through deluge?
I have a form where I'm trying to insert a new row into a subform through deluge. I know in general how it's supposed to work but there's a problem that I'm running into. newItem = Map(); newOrder.put("Product_Name", "Test Name"); So I created a map
None sub options at Setup Synchronizing Zoho CRM Meetings with Office 365
My user says their setting have not the option [Check for customer's meeting invitation mails and add them as Meetings in Zoho CRM]. I want to disable the option, because their meeting are duplicated, the same meeting but the Host is different.
How to Create Recurring Meetings using deluge Script
How to Create Recurring Meetings using deluge Script
Automation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contact
Retro Active Workflow Rule on Existing Leads
Is there a way to retroactively apply workflow rules against already existing lead records? I am trying to update a custom field on lead record when an email with a specific subject is opened to update the field choice to "yes". I have thousands of records
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?
Add a dynamic section in mail merge
How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Subforms and Multi-Select Lookup Fields
Hello everyone! In your experience, what is the best way get the data from a subform (only 1 column) and put it in a multi-select lookup field? Thank you!
CRM and Forms integration, using lookup fields on subforms
Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contact
Ability to build Zoho CRM blueprint transition journey report
There must be some option in crm to build a analytic reporting based on the blueprint transition time. Like as a manager or head of the department i want to know how much time my sales representative is taking in moving the deal from one transition (hot
Zoho CRM Community Digest - Nov 2023
November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the
Help in structuring a process
Hello, I would like some guidance about how to set up and track a relationship-building process on Zoho CRM. Here's an example: - I have three relationship stages: Meet, Connect, Invite. - Each of those has different values to that can be attributed to
Filtering Postcode/Zip Code by "does not start with"
Hi Devs, A simple request, please. When filtering by postcode/zip code in Zoho CRM Company Module, I can filter by "starts with," but I can't filter by "does not start with". How to difficult would it be for you to add filtering by "does not start with"
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
Auto-Number generation based upon value from a Pick-List option
Hi everyone, I am hoping someone a little smarter than I can assist. My company is moving to Zoho and so far it is great! We have renamed the "Accounts" module to "Organisations." There are two types of organisations - Prospects and Customers. This is selected/defined from a Pick-List form. I am trying to achieve that every customer is assigned a unique "Customer Account Number" based on an Auto-Number field. If i put the field in the layout, it generates every organisation a number. Is there way
Phone formatting depending on country with + sign
I have some 25.000 Phone number like 9876543210 to be converted to +98-76543210 similar like 234567890 to be converted to +234-567890 so it depends on the country... two or three.. beginning letters is the country number. How to this ?
Video runs on Setup page but I can't access the page or skip the video
When I click on the the setup icon a tutorial video starts. I can't get out of the video and can't access the page. I've tried closing down and going back in, shutting down and going back in but it still doesn't let me access the page or skip the vi
Zoho CRM - Contacts Address Auto Populate
When I create a brand new contact, it would be great to have the account's address auto populate into the fields, so I don't have to go back and forth to manually type in the address. Is there anything I can do to make an auto populate happen?
Sync custom Booking form in CRM
Hello, I try to sync custom form fields in zoho booking and integrate in zoho crm. I need to add company name and service. Any suggestion how to do?
My trigger on the function is not working
First off all, i tested my function using a trigger and worked nice. I'm gonna try to explain how our workflow works. When a Leads with the specified conditions comes, a registry of a module to deal with the our integrations is created, and a workflow
Facebook Leads to CRM
the facebook leads ads not sending to zoho crm ? what should i do ?
Kaizen #117 - Mass Delete Records Across Modules (Part I)
Season's greetings to our coding enthusiasts! Let us code our way into the festive spirit with another insightful post in our Kaizen series! In this post, we will explore the process of creating a custom button using functions on the records' detail page.
Sending Contact Roles of a Deal via Webhook
I'm trying maintain some data in a third party application, about all of our deals, and the contacts associated with them (in the Contact Roles). I am using a workflow to trigger a webhook that sends the new record to my app. There is no body parameter
HOW HOW HOW Does one access the zoho image library?
I have uploaed a boatload of images, yet everytime i wish to insert an image into mail - i get two options... from desktop and add URL. Obviously THERE IS a way to access the library/ Perhaps it is a hidden icon, or maybe a pressure sensitive screen corner.
How to sort leads based on Lead Status?
I used to be able to sort the leads in my sales module based on the Lead Status, but several months ago the sort function became messed up. Previously, new leads with a blank Lead Status would be at the top of the page, then Lead Status with a number
Is it possible to automate member status?
A couple of years back I asked my then Zoho consultant if it was possible to include the field "member status" in automations, Zoho Flow, etc. They said the field wasn't available for that. Is this information still true? "Member status" is the field
Instant Actions: merge fields with drop-down options
Hi there, I would like to set up a workflow where a new Deal is created when the status is live and the closing date is coming up to a year. This would be a renewal opportunity for the deal. I've set up instant action: Create Record Type = Opportunity
Cloning Leads Results in Loss of Data
Hello! We like to keep our leads in "Leads" since it is likely that the Lead will have multiple deals. As lead conversion removes a lead from "Leads" and becomes a deal and/or contact, Zoho tech during orientation recommended I simply clone the lead and
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