Getting stats from Zoho CRM
Hi, I run a landscaping business and I track all of my quotes through Zoho CRM. I would like to start pulling stats from the info I have on the CRM, such as: Enquiries per month/quarter/year Jobs won per month/quarter/year Value of jobs won per month/quarter/year
Import Sales Orders
Why cant I import sales orders? Surely this is just as much a part of CRM migration as the Potential entity? Thanks Andrew
How to remove files in a record in Zoho CRM with Zapier?
Hello, I am looking for a way to remove/delete files in Zoho CRM that have been previously uploaded with Zapier. I am using a regular “file field” in a custom module in Zoho CRM. Is that possible with Zapier? Thanks, M.
Using a button to run a workflow?
Hey everyone, Googled this and found reference to it but no guides or details on how. Just wondering, if I have a workflow that is set to update fields and send an email, can that be triggered with a button? Right now there's a dropdown that when the
Does anyone have a suggestion for Calendar view for tasks
Hi most of my sales team use the Zoho CRM app on their phone and have a daily calendar so they can see, amongst other things, their Tasks for the day (see pic attached) however this option is not available on the desktop version. Has anyone set something
Contact picture
Is it possible to create filter for Contacts with or without Picture ? WImR
Zoho CRM Onboarding Support for Standard Subscription
How can we request Onboarding Support after we purchase a yearly Standard subscription? Is it free, and how much will it cost if there are any charges? Our team had previously used Zoho CRM a few years ago and we need help to customize the template to
Manage signatures for all people in the organization
Hello, what is the best and easiest way to manage and update signatures for all employees? We participate into fairs, so every 3 months or so we have to add a banner in the e-mail for all addresses in our organization. Adding it one by one is very time
Account_Name.Account_Name - column given seems to be invalid
Hi Team, I'm using COQL API to fetch Contact information from Zoho CRM. I'm facing the "column given seems to be invalid" issue for the column Account_Name.Account_Name for one of the merchants and for others is working fine without any issues. Here,
How to Change Activity Owner?
Hello - I recently reassigned all of our accounts to a new account owner. However, the open activities tied to these accounts did not transfer over to the new account owner, so they can not see the outstanding activities. How can I transfer these ov
"Junk leads by source" report
Hello, I wasn't able to find any information about the "Junk leads by source" report in Zoho CRM > Analytics? How can I set a lead as a "junk lead"? Thank you
Wildix Integration problem - clicking on the green phone icon doesn't run the call
Hello, I'm trying to integrate Wildix to Zoho CRM using Telephony's Marketplace Wildix app. I followed this guidelines (Zoho Products integration with Wildix PBX - Documentation - Confluence | Wildix (atlassian.net)) and I was able to: connect the marketplace
How to output combination of Current Date and Record ID?
Hello, I am looking for a way to combine two values in a single line field with the name "Unique_ID": And the record ID (Invoices module) The Current Date or the Modification Date incl. hours, minutes and seconds So the result should look like: 32154890126890_2023-04-11-20:24:00
How to create a serial number in Invoices module in Zoho CRM?
Hello, is it possible to generate a serial number and output the number in a custom input field with the name "Serial_Number"? I already used the autonumbering field for another serial number, but I need a second one. Thanks for help, M.
Adwords Integration Not Populating
I have had my web team confirm 4 times that the code on the website has been entered exact to Zoho's instructions. The Google Adwords field just isn't populated with the GCLID for some reason We've been trying everything, your live chat has been trying for over 4 months. Can anyone help? Thank you
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
Add "Reason for delete" under record timeline
Hello, I'm having an issue with records in a custom module, that they are getting deleted automatically and when I try to find where and how it's been deleted I couldn't. So my suggestion is to add this info in Timeline.
Email Notifications
I have a gravity form on my site, and it's linked to Zoho CRM. When I fill out the form the info is routed to the correct place. The issue I am having is that I'm not getting any kind of email notification. Can anyone help with this?
Zoho CRM integration with Grandstream UCM 6108 Telephony
We've subscribed Zoho CRM and would like to attach it with Grandstream telephony system. Can you help out on this? Thank you Job
permanent API authentication code for servers or any alternative
Hi all, How I noticed there isn't any way to generate a permanent authentication code (grant token) for server-side only apps. I need an alternative method to always generate a self client grant token manually because it isn't a user/developer-friendly way. None of the systems are so high-available to can do the grant token manual generation only one time and after that, the app can stay in a permanent loop and use the refresh token to generate always a valid authentication token. After the time
Correct process to map customers in zoho CRM with unique ID
Hi there - we are a car wash business, looking to see if anyone can help point us in the right direction to set up ZOHO CRM in the best way. Currently, we have the CRM setup with a custom module called "Customer Vehicle" which represents a vehicle that
choose price book
choose price book at quote module without giving read /write permission to list price filed.
Workflow
if a person responds to the campaign does the campaign stop (replying to a e-mail, unsubscribing, etc.). How do we stop the campaign for a particular person when this happens automatically vs. relying on the rep to remove them from the campaign?
Plain text email templates?
Is there a way to create an email template that is only plain text? I see the option to create a blank email but it's still HTML and has a grey background. I want completely empty. Is this possible?
Need help with Function
Hi - I am having a difficult time getting a function to work. This is a copy of a function that is already working well in our CRM, but with variable names different. So no idea why the original works and this variation won't. This function executes on
Associate multiple deals with one invoice
Hi, My organization is using the Enterprise edition of Zoho CRM. I would like to convert multiple deals into one invoice. I am currently trying to create a custom action, to create this but we are not able to link multiple deals in one invoice. The code
Can not change the lead detail layout page view
Hi, Even though I've created a new layout, changed the status and defined users, I can not see my new lead layout, the standart one is coming. How can I solve that? Thanks.
Customer referral program
I see that this idea has been thrown around but I don't see a clear way to accomplish this with Zoho CRM. Any help would be greatly appreciated. Needs: Users get a referral link that they can send via email or text messages to those they are inviting
How to throttle mail merges between individual messages
I need to set a delay between messages, so the mail merge doesn't send a whole bunch of messages in one shot. The delays could be set at say 30-120 seconds, this is between INDIVIDUAL sends in the mail merge. This feature exists in Lemslist and Gmass as seen over here: How can I do this with Zoho CRM
How often is the sync between CRM and Desk done?
I know the sync between CRM and Analytics is every 3 hours. But how about CRM to Desk?
Export Quote while its still under approval
Export Quote while its still under approval and i need to restrict it to not export quote to template while its under approval.
Deluge: Converting Lead to Contact if Contact already exists
Hi guys, Is there a way to convert a Lead to a Contact when the contact already exists with the same email? I've seen that you can update the contact using the lead.mapto() function which is already working for me. I really just want the lead to drop
Plus changed to the left of the search,issue
Now when you look up a lead, you have to close out of search bar to add the lead. this is a big issue and will slow us down dramatically.
Possible to pull contacts from custom modules for Contact Roles in Deals?
I would like to add contacts to the Contact Roles section in Deals, but the contacts are in a custom module that I created. When I go to Add Contact Roles to the Deal I can only select contacts from the Contacts module. I've been unable to find a setting
Deal stage not showing in deal
Hello, I created a new deal stage that is also a 100% won (to separate deals that are signed and deals that are not signed yet but with an oral approval from lead) and this new stage doesnt show in the deal page, only on the pipeline but I cannot move
Is 5 GB of extra storage really $1,440 per year?
One of my clients has a 4-user Enterprise Edition CRM. After a sale is closed they want to scan a number of documents and attach those to the Potential in Zoho CRM. When the job is completed there are a few additional files/documents that could be attached
Total of Target Achieved percentage is calculated incorrectly
I create a quarter forecast with the below column: - Month - Target - Target Achieved - Target Achieved percentage And the below column total: - Target - Target Achieved - Target Achieved percentage As the screenshot I attached, the Target Achieved percentage of Jan, Feb, Mar are 91.7%, 15%, 9%. So Target Achieved percentage of Q1 must be ~35%, but now it is 115.7%. I tried to chat with ZohoCRM support and received the answer that is default design of the system. I think it is a bug, not a function.
Changing signatures of other users as an admin
Hi Zoho team, As an admin, is it possible to change other users' signatures? If so, how do you do it? Thanks.
Assign price book to certain profile
Assign price book to certain profile or group. so, that when the user in specific region appear to him his assigned price book
Multi-Line Separation / Split
I am trying to figure out how to do a function to take a Multi-Line field and break it into other fields: Example Data: Data1 Data1 Data2 Data2 Data3 Data3 Field One: Data1 Field Two: Data2 Field Three: Data3
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