How to best structure company accounts that we have multiple accounts we manage
Hi! so our business we manage 3rd party accounts for our customers. Currently we track this in the account record by adding custom fields of all the information we need. This gets messy though if a company has multiple accounts we need to manage. Currently
How do I integrate google analytics with zoho without paying even more money for zoho analytics
Hi, I definitely DO NOT want to pay extra for zoho analytics, I am currently on CRM plus and I do not think it is right that I should pay even more for analytics support that most other CRMs just offer. Can I integrate google analytics with zoho without
Formula to calculate difference between the settlement date of a property and current date in decimal format
Hi I'm seeking help to create a formula which I just don't seem to be able to figure out how to do in the Zoho system. I typically do this in Excel and am essentially looking to calculate the difference between the settlement date of a property which
ZOHO HELP EN ESPAÑOL, PUEDE SER??
Estaria bueno un lugar para hallar respuestas y hacer preguntas que sea en nuestro idioma y no andar traduciendo con Google Translator, gracias!
Authorising tokens with PHP-SDK
Hi, My application uses PHP-SDK to create access tokens, using my refresh token. Everything works fine but I think it isn't correctly setup. I can authorise and access the CRM and make API calls, but the problem is when I try to make further calls in
Trigger workflow/function "retroactively"?
I have set up a workflow that triggers when a field (user email) is modified in a module, and uses a custom function to get the user's name (from a different module, based on the email) and set that name into the name field in the original module. It
Subform row calculations
Hello, is it possible to have cells in subform rows calculate using a custom function rather than the integrated formula fields? For example, I have a subform row with cell A, B & C. I need a function which will updated cell C to be the sum of A + B for
How do I connect my app to Zoho CRM?
I need to connect my app user data to Zoho CRM for real time updates. how do I do it? Where are the developer tools and links to implement that?
Wildix and Zoho phonebridge
We have installed the Wildix integration in Zoho and PBX. It works only for the Zoho admin and not for other users in Zoho. All users have been imported and says so in the company telephony settings.
Auto fill in fields on base from a lookup field
Hello, I am asking for your help after 5 days of searching through the forum, youtube, etc..etc ... I have the following scenario I want to generate an invoice realted to a custom module, these being linked through a lookup field. Both in the invoice
Publish CRM Notes to Slack
Hello, I'm trying to create a workflow where if somebody adds a note to a CRM module it will post to a slack channel. I can do this when any field is updated, but I would like for the Notes to also post to the slack channel. I believe Notes are a Related
Get your documents e-signed with the Zoho Sign extension for Zoho CRM
Sales frequently involves the salesperson carrying bundles of papers to get them signed, or the need for soft copies to be printed, signed, and scanned. In either case, it creates friction in business as it takes up time and effort to get the documents
How do I pull how many leads came in per year
How do I pull how many leads came in per year?
Lead - Contact - Potential
I'm just getting set up and trying to understand the difference between Lead, Contact and Potential. We are a custom closet company, B2C. Our process involves -Customer contacts us -we take down customer info and set up an apt to design the closets
Empty rows when hiding details in crm reports
We build a summary report, with around 10000 records. We summarize by a list field with 4 values. Then we hide details to see the totals. AND GUESS WHAT !!!!!!!!!!!!!!!! thousands of EMPTY rows. SERIOUSLY????? EMPTY ROWS????????????? Can you say WHEN
New Canvas Record View: Show Account Image in Contact
Hi All, I thought it would be nice to have the image/logo of the customer account in a contact view in canvas. It seems like the data available in the canvas is only for the specific contact and not the related account. Does anyone know any good way
How can we import Purchase Orders in Zoho CRM?
Dear all, I would like to ask you if someone of you has tried to import purchase orders in Zoho CRM and how is it possible to do it... One method I was thinking is from the Settings->Data Administration-> Export to export the purchase orders as .csv,
Lead Name to Custom Module
Can someone guide me in the right direction? My company runs as a parent company for multiple other companies that we manage. I am creating custom modules for each of the child companies to organize clients respectively. I need the ability to assign lead
Unable to configure Zoho Analytics Integration (from CRM) despite being Administrator
Hello there, we have currently added a new custom field in the CRM for Deals. However, we want this to sync into Zoho Analytics but we can't access the settings. Below is what we want to achieve: And on here it says that any Admin can configure this
How do I generate access token to use in a flutter app?
I am making an app where I will be able to login with a firebase email and password if that email matches any email in the CRM users database. How do I generate a access token so I can fetch users? This is what I have so far: I am attempting a post request.
Convert closed/won potential to Zoho Project
Hello everyone, I am a paid subscriber to both Zoho CRM and Zoho Project. Is there a way to send a closed/won potential in CRM to a project/ tasklist in Project? I seem to remember having this question answered before, but after a long hiatus using CRM or Project, I can't find the email from Zoho support that detailed the answer. Thanks, Cody
Data Migration Help Skips contacts
Ready to use the CRM, and migrate our customers to contacts. The module and fields are all mapped correctly, however, only 1 contact was accepted. All others were skipped.
Updating Account "Bill To Account #" when entering a "Bill To Account # within Contacts"
I have "Bill To Account #" on my Account page as well as my Contact Page. Is there a way to update both when I enter in one or the other? Automatically update the other page so I don't have to enter it twice? thanks,
The rule cannot be triggered
Hi： I created a rule like this: One day has passed and it still hasn't been triggered. When I change the trigger condition to “when an email is opened”，it worked。 Who can give me some help？
Integrating Google Ads and Zoho Forms
Hello, I am following this tutorial (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_formsbut) i dont know where to add this script in Zoho Forms.
We need to be able to track multiple email addresses for contacts
I see this issue has been going on for over 10 years. It's honestly not even something I thought I would have to even ask about, I just assumed that multiple email addresses would be supported. Even the rinky dink CRM platforms support this function.
Manage attachments
Zoho CRM needs the following as this would benefit many user: 1. View records with attachments - We should be able to create a view that lists all records with attachments within a module. It would be as simple as creating an item in the create or edit
Report based on values spread across start and end dates
On my Deals I have added three fields - project start date, project end date, and avg man hours each month. Can I create a report/chart that would show the avg man hours for each month between the start and end date?
Workflow is not triggering when a record is created through code
I have a custom function that populates mailing lists, the basic operation of which is: Get Mailing List --> Delete everyone from it --> Decide who needs to be added --> Add them. Every time a contact is added or deleted from a mailing list, a record
Check if date is is greater than a specific date
I want to create a calculated field based on the date of another date field. The field is called Project Start Date and what I would like to do is create another field called October 2021 (I will repeat this for each month) and if the Projects Start
Spotlight #6 - Extract activities and identify the purpose of emails with Zia
Welcome back to Zia for emails feature spotlight. In our previous post, we discussed the functionalities of Zia data enrichment for emails. This instalment covers the various other ways Zia for Email helps make day-to-day business processes, easier.
Need to add customers reviews posted on Google in Zoho CRM Lead/Contact Module
Hello, Is there a feature to add customers reviews posted on Google in Zoho CRM Lead/Contact module ? If no , is it in the roadmap or can it be added? Thanks
need number fields displayed with a comma
I see a lot of discussion regarding adding a comma to a number field. Sure would be nice to make that an option within the field itself without having to write a script, use a text field and type the comma in, or use a currency field. This is a pretty
Zoho CRM Zoom Changes
Hey Guys, Did you guys just roll out an update regarding CRM screen size/zoom/screen resolution? Previously I had 67% Zoom in Google Chrome for my Mac and it works good for me. I just noticed after logging in today that the resolution was smaller compared
Change Opportunity status in Accounts workflow
Hi, I'm trying to set up a workflow where I can change the Opportunity status (an opportunity created for an account), but I can't figure it out. I've made a workflow to change fields and add tasks when an account is changed from "Prospect" to "Client"
Update a related record
We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on the
Massive data erasure from a field
Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that
Non Administration Permission Issues
The CRM permission system seems broken to me. We started of with a few users, and we were all admin. When the business started to grow, and we added more staff, I attempted to assign this person to the standard user built in profile, but they were restricted
UI enhancements in Zia Notification Panel
Dear All, Greetings! Zia notifications provide insights, predictions, and alerts about behavior and anomalies in the business process. This helps to supervise the business and attend to the pitfalls on the go. Thus far, the panel displayed notifications
Field not updating with Button funtion
Hello, I am trying to use a button/function that is supposed to update a Field in our Case module (renamed Case/RMA) to automatically add the current date when the button is pressed. This is the code: current = zoho.currentdate; update = zoho.crm.updateRecord("Cases",csid,{"Date_eqpt_received":current});
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