Zoho Campaigns to CRM
When using zoho campaigns we want to have new and existing customers be put into a lead status in CRM when they open / click a campaign from zoho campaigns. 1) We are able to send new and existing customers to the CRM and we see them show up on our “home
Zoho CRM function How to get the value of a checkbox
Hi all, I have a checkbox that is checked when a record has been processed. In another function, I want to get the value of the checkbox e.g. checked or unchecked. First I get the field from the record e.g. addedToBS = subscription.get("Added_to_BS");
CRM Email drag and drop attachments
Please consider adding drag and drop files to add to CRM email.
Refine lookup records easily with advanced filter options in CRM
Hello, as many others have stated sorting the related list is not ideal. I would like to have a SET condition on the lookup field. I created a lookup field in the Deals module named "Contractors". I would like the lookup field to filter through the contacts
Zoho Forms not syncing with Zoho CRM
I am having trouble using Zoho Forms with Zoho CRM workflow. I have created a form that is integrated into my CRM contacts. Once the form is submitted a new contact is created. Great! I wish to send this new contact an email which i wish to trigger as
Multi select field (Zoho CRM) not pre-populating checkbox (Zoho Forms)
I'm trying to pre-populate a Zoho form with data from our Zoho CRM. I have managed to get all fields to pre-populate except one, and it's doing my nut in :-). Can anyone help? Here is the URL string: https://forms.zoho.com/cliiklimited/form/TestingNewPhotographyBrief/?email=test%40testingformfields.com&firstname=Jamesbroome&lastname=test&phone=12345&description=1&numberofproducts=1&angles=1&dimensions=1&imageformat=Full%20Res%20JPEG%3B%20Web-Ready%20JPEG%3B%20PNG%3B%20TIFF&creativelicense=I%20have%20specific%20requirements%20and%20have%20uploaded%20%28or%20emailed%29%20a%20fully%20detailed%20brief%20with%20reference%20images&additionalnotes=notes&companyname=1&tradingname=1&street=1&town=1&city=1&postcode=1&returnproducts=Return%20via%20DPD%20%28at%20cost%2C%20automatically%20added%20to%20invoice%29&returnaddress=Same%20as%20Billing%20Address&insurance=1
Task: Button to Duplicate Open Task and Mark one as "Completed"
I wonder if someone can help me write a function that will do the following. In the "Edit Task" Screen, similar to "Save and add new" button, I want to go one step further and create a button that will "Close and Duplicate" the open task: Mark the currently
Zoho automation issue
Hello! I have a medical clinic. In a certain treatment, a patient needs to repeat it every 2 weeks. So I added a date field in the contacts module which I named "Last Treatment Date". I am trying to build an automation rule that will send a reminder e-mail
Tranform incoming API data to a drop down field
Hello, we have recently a build an intergration with one of our products, which pushes data into a custom module into our CRM. The data we are pushing is initialed, but we would like to be able to create a key for when this creates the module entry For
Multi Year Deals
Has anyone created a solution to recognize multi year deals? Specifically - we often have contracts that span 1-5 yrs. For a 3yr contract, we may be pulling in $2mm, but will only want to recognize a third of that in the first year of the contract. Beyond
Last month filter logic is wrong
Hey, when creating a filter to track revenue in the last month, it seems it's impossible to select a period of last calendar month. Only option right now is to make a custom period which then has to be changed every month... When selecting this month,
Update a related module field when opportunity stage changes
Hi, I have a related module named Jobs -> Job_Log I would like to add a custom function to a blueprint so that: > When opportunity stage moves to 'Build Scope' > Associated Jobs in that opportunity have their 'Scoping_Status' field updated to 'Being Scoped'
Recurring problem with Zoho blocking a user's email from receiving internal notifications?
For almost two years now, every few months, a user email address gets blocked by Zoho. The painful business consequence is that the user does not receive @mention email notifications. Sometimes several days pass before another user notices, by which time,
How do I add external email accounts?
Good Morning everyone! I am still racking my brain about this Zoho email and my accounts. Possibly someone can help me out. I use and subscribe to Zoho Email I also have the desktop version, mostly use the web based. I have my Zoho email address that
Can I use client script to filter lookup field?
Hi Support, Can I use client script to filter lookup field?
Scheduled Function not working
Hello Within the "Vendors" module, I want to create a scheduled function so that the Certification Status updates based on ‘todays’ date relative to the cert expiration. So for this example, I am working on Supplier Profile. This particular vendor has
No Records Found - Related List
Hi there, In the Zoho CRM, under the Deals Module, I would like to associate an invoice to the invoice related list found in a deal. However, the related list says that there are no records found where in the Invoice module, there are plenty of invoices.
Converting Quote to Invoice doesnt show on invoice module on Deal page
I am working on Deals in the CRM. I can create quotes and they stay in the quote sub module on the deal page. When I convert to an invoice the Invoice sub modules on the deal page does not show anything. I can go to the invoices Module and see this invoice
Contact record cannot be searched/found in CRM
We have a system setup to assign a unique 6-digit ID to our customers, people seeking training. We've created and integrated a Zoho form for people to create an ID if they do not have one. This creates a Lead in the system that automatically converts
Auto-fill fields based on related list entry
Hi there, I was wondering if it is possible to auto-fill a field based on what is assigned to it using the related lists. For example; I had a deal that did not have a dollar amount to it and therefore the amount field was empty. I used the sales order
Cannot connect Zoho CRM nor Zoho Desk on Zapier
Hello, we are facing issues connecting our Zoho account to Zapier, Everything was working fine and suddenly they disconnected and we cant reconnect them. We go through the sign up procedure and accept permissions on Zapier and when the window closes nothing
Update email status in module related email CRM REST API
Hi, Currently we are developing a system which require us to display the list of the module's related emails and when user clicks on the email from list, we load the contents of the email to display. The issue is the status of the email doesn't change
Update Deal Record Pipeline
Hello Team, Is there any way we can update the deal record Pipeline with the Zoho CRM API? If Not, Then I have a workaround solution we can create the workflow according to the condition. I am sharing the snapshot below, apart from this is there anyone
How to send a Books invoice to the Contact Roles of a Deal?
Hi In our implementation of CRM we dont use the Accounts module, we only have the Contacts and Deals modules. Each Deal will have 2 Contact Roles (the 2 roles are obviously 2 separate Contacts). Now we have integrated Books and have a 2-way sync between
Syncing recurring meetings from Zoho Calendar to the CRM calendar
I just spent hours with support to find out that I can not create a recurring meeting in Zoho calendar and have it sync back to the CRM. And there is no way to create a recurring meeting on the CRM calendar! How is the possible? This is a function I use
Mass-delete function
Please insert a mass-delete function in the Contacts/Leads/Clients related sections, like Attachments, Notes... When I add an e-mail with the Outlook Plug-in I can't select wich attachment upload (it uploads every attachments) and it's not so good to go on every contact related to the e-mail and delete Attachments one by one. Thank you, Giordano.
Data Sharing Rule - NO LONGER WORKING
The data sharing rule in Zoho CRM is suddenly not working. It worked in the past, but today I noticed it isn't any longer Below is my sharing rule for my Purchasing Dept Account. They have the "Contacts" Module turned on. But Are only allowed to see contacts
How can I pin a a specific email to a Potetial?
I'm using the new 2021 Outlook Add-in and have IMAP Integration so I can see emails inside my contacts record. When it comes to potentials, the emails section doesn't not always pull the relevant emails. I understand is hard for the system to sort that,
Refresh All Formula Fields
A huge portion of our vendors are only approved so long as their certifications are not expired, and valid. We can have up to FIVE different certifications with cert expiration dates on a single vendor. Our cert levels are AS9100, ISO9001, ITAR, NADCAP,
Booking agency working with roster of artists wanting to incorporate these artists ("clients") in the CRM workflow.
I'm wondering what the best way would be to include our roster of clients into the CRM. These artists are the "products" our booking agency is selling, but we are not sure if re-naming the Products module to "Clients" is the most elegant solution here.
Parsing problem with a gmail account
Hey, I want to use the parsing functionality. My main email account is a gmail account. From there I want to forward my incoming emails to the parsing adresse. But when I want to add the parsing adresse in gmail, gmail is sending a verification code to
Whatsapp
Hi I have been using Ulgebra will discontinue WhatCetra for sending whatsapp messages and I think its been great until now as they are discontinuing it for whatsapp Business API, which is fine but you can't have whatsapp on your phone and can only use
Color Code Formula Field
Is there a way to color code formula fields? I have a string formula that returns one of three values based on an if function. Is there a way to color code the formula field the same way you color code a pick list field?
Add Creation time to an accountpage
Hi, When i try to add a creation date on a account page i get an error I go to setup > Modules and Fields > Account page > Add Formula > add : Newdate(${Accountpaginas.Created Time}) > Error: "Given field label does not exist" But i cant add this label
Consolidated view of emails for all contacts under an Account Record
Hi team, A client of mine has raised a valid idea. They would like to be able to open an Account record and be able to view all the emails for all the contacts associated with that account. Similar to the way you currently can see all the notes under the Account Record across all the associated records under that Account. This is very important as they have lots of contacts which they are working with as a team under each account and it is difficult to sort through and find a tread of communication
Workflow Rule edited field trigger - Is there a way to exclude a field as a trigger?
I have a Workflow Rule set to send an email when a Closed won deal has been edited. Theres some fields that are periodically updated via functions (automatically), and i dont want the rule to trigger when this specific field is edited since it floods
Adding Tags via workflows - not working
Hey, my idea is to add a tag to every single lead that has been created. Quite easy actually. But the one I have built is not working at all. I have tried several times. Any tipps here? Thank you so much!
System keeps locking up when I go to send an email to a contact
What is going on with the platform lately, you can't work because the system locks up on certain functions. As a small user you can't even purchase 24/7 support So here is a question do they have a BB that you can go to you to see what issues they are
Need more lookup fields
Zoho CRM currently allows for 5 lookup fields. Linking information from modules is critical. We need more lookup field options. Moderation Update I'm locking this post as we have increased the limit of adding a lookup field based on the edition. Professional
Encryption Question CRM
Hi Folks! Are the data in CRM encrypted at rest? Or are only the fields marked Encryption encrypted at rest? And if not, I understand there is full disk encryption available for certain data centre, I believe mine is in the US data centre, will I be able
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