Mass update on deals - changing from one deal owner to another
How do you do a mass update on deals from one account rep to another?
Small Business Heroes: Podcast #1 - Garland Best, a Realtor from Dallas
'Small Business Heroes' is a new podcast series where we look forward to covering stories from small business owners on how they use Zoho CRM to scale their businesses. The first episode is an insightful conversation with Garland Best, a humble, hard-working
ZOHO applications have been extremely slow
Hello, good morning Zoho team, I'm a zoho one customer. For a few days now, all ZOHO applications have been extremely slow and don't even load, what happens? It is not possible to work like this. Greetings
Popup when changing sales order status
We work a bit different. We use sales orders to forward a local order to our headquarters. When it is a new customer, the customer nr is empty (it's a customised field, not the account id). When our headquarters ackowledges the order to the customer,
Workflow rules not triggering
When I choose the second option of a workflow rule to "trigger when a record is created or edited" the rule does not trigger after the record is edited. I have tested and it works fine when I choose to "trigger when a record is created" (the first option).
What in the hell are you doing to us?
This mail merge idea is CRAZY! We will all be leaving and if you so much as THINK of ruining our content, I swear I'll have the Australian Government investigating this organisation. We have already been in contact, and, as we leave, you had better
Pull Field Data from Account Module to Contact Module
Is it possible to pull the data from one field from the Account module into the Contact module? i have some Contact fields that I'd like to be automatically updated and pulled from the corresponding Account field (ex. having the Contact Annual Revenue
Finding workaround for "Custom formula fields are not allowed in expression." Error
Hello, I'm trying to create a formula field that references 3 other formula fields, but get the "Custom formula fields are not allowed in expression." error when I try to set it up. I'm just setting up our Zoho modules and fields, so does anyone know
Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)
When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
Mortgage broker products
We are a mortgage broker and never have the same product more than twice running. I have set up the structure as B2C but here are my situations: * each mortgage we do has a separate application number, amount, rate etc; what is the best way from a Potential to set this up? Do I have to set up a new Product each time? Thanks! crawfurd
Set-up for Mortgage Brokers
Hello All! I have never consistently used a CRM before and as my business in growing so the need for organization is exponentially growing as well. Basically I have a few questions for any mortgage broker that has set up their CRM, as I am having trouble figuring out how to do this: 1. Do you use your leads tab for a full 1003? I was thinking that I would import/XML in my leads from a web capture or import. 2. How do you manage you overall workflow? What information do you have on leads vs. potential
Attachment Notifications in Zoho CRM
Hello, Is there any way to keep track of new attachments? My company has a client that would like an email notification whenever a new attachment is uploaded. My initial thought process was to have a workflow running every 15 minutes or so with a global
notification for new lead that was not treated by sales rep
Hello Zoho CRM community, I want to send a notification to the sales rep's manager if a new lead was assigned to the sales rep and he didn't contact the lead for 2 days. do you know what could be the best way of doing that? workflow rule? because I want
convert leads to account - mass update
Is there a way to mass convert leads to accounts/contacts? I have imported all my leads in the system at once and now I want to convert several of these leads to accounts at once instead of doing it one by one. Any help Thanks Richard
Can you filter Contacts by specific completed Tasks?
Hi Is it possible to filter Contacts based on the Tasks that have been completed by/for them. For example, when I send a piece of collateral to a Contact I record it as "Send LBBO ABM" and mark it as complete. I'd like to create a View that shows me all
Sub Form Aggregate Sum based on Check Box
So I have tried several ways to do this, none are working. We have a shipment table in a Subform. The aim of the table to manage part shipments etc. What my management want is the total sum of shipments that have gone to be calculated. The solution
Notes in Zoho CRM not tagging
After entering the @ and user name the Notes are not tagging
Integrating POS system to Zoho
Our company is trying to import data from our Lightspeed Retail POS system to Zoho one, for both CRM for targeted marketing and analytics purposes. As many of you are aware, there is no native connector to Lightspeed POS so we are exploring other options
Outlook CRM Add-In for Zoho CRM - Functionality lacking!
Hello, We have just installed the Zoho CRM add-in for use on desktop Outlook versions and the functionality seems to be very low. Will there be improvements to this? I would like to be able to search for records that we want to associated emails to.
Keep track on past tickets from zoho desk in the zoho crm
Hi Team, I would like to ask a question whether if it is possible if we can keep track of all the past tickets being opened by our customers in the Zoho desk via the Zoho CRM of that service. Our customer is using the reference id(Example: BWID-27).
HTML Blocks
It would be nice if we could add html blocks of information/help text to layouts, controlled by field entry. I am constantly needing to add help text or additional information based on field inputs for my users. Case in point, I am trying to weave in
Zoho CRM Webhook not Firing
Hello, I am currently using Zoho Finance module within Zoho CRM and I am trying to setup an automatic workflow whereby when a sales order gets converted to an invoice, it will push to Zoho Inventory automatically. If this invoice gets updated in CRM or
Modified Web Form not posting to Zoho
I am trying to make some changes to my webform. Specifically, I am trying to implement a Datepicker that does not allow manual/typed entry (user must select date from calendar). The form now looks and functions exactly as I want it to; however, the form
Edit Page Layout Two requests - 1 - Layout Blank for formatting - 2 Can create page show "missing fields to keep formatting"
Hi there Two requests please. These relate to any Edit page layout for any [module] 1. Blank Space or Spacer for the edit layout. Firstly It would be great if in the edit page layout we could drop in a blank (field label) or a spacer block so that we
Creating an Estimate using PHP/cURL problem
Hi, I've trying to debug a problem adding an estimate. My PHP is below, I've reformatted it a bit to make it simpler to read, the code is only a proof of concept. This generates a HTTP 400 response indicating a bad request or bad ID. It's based on this: https://www.zoho.com/invoice/api/v3/#Estimates_Create_an_Estimate
How to add a record to a related list from Deluge?
Hello, I have a custom module called Applications. In my Contacts module, I have added Applications as a related list. How can I add entries to the Applications related list of a Contact, using Deluge? Thank you.
Help creating a dynamic dropdown pick field
I am trying to segment all of my contacts and account types into INDUSTRY and INDUSTRY-TYPE as a sub category. Inherently this means that I would have a dynamic pick field (dropdown list) based on INDUSTRY that dictates the subcategory "INDUSTRY TYPES"
Notification API
I am trying to use Zoho Notification API I can successfully enable notifications, but when an event happens I dont get receive notification Using https://webhook.site/#!/64232d90-27cf-4b45-9845-4fbc24670aa7/92871d2e-233e-40a3-b5b4-5cc2a6798f34/1 I get
Timetracking via agenda in Zoho CRM (tasks in agenda Zoho CRM)
We have the problem that if we want to plan a task. We cannot see if there is another event in our agenda. Agenda and tasks are to separately things in CRM. In our previous CRM there was an extra dimension so that we could create a task and plan this
Bring Google Sheets data to CRM
Hi, I have a column where I write comments about each deal that is taken from Zoho CRM ---> Deals module. My question - is there a way for me to bring my Google Sheets comments to Zoho CRM? I saw that there are a couple of extensions that does the job but I'd like to do it on my own. Can anybody please help?
Google Chrome Extension for LinkedIn to ZohoCRM
Hi all Zoho CRM users, Cloutex (cloutex.com) has developed a free chrome extension to send LinkedIn data to ZohoCRM : http://goo.gl/bq71or
Can't Authenticate Google Calendar
Inside the option Google on Marketplace, the whole organization can't authenticate their Google Calendar. After selecting "Authenticate Google Calendar" and selecting "Allow". (with the same email address that we have on Zoho CRM). It goes back to the
I made a custom module but profiles that aren't admin can't see the records in it
Hi I made a custom module and inserted around 170 records but anyone that isn't logged into the admin profile can see the records. I gave them permissions for the module but they can only see that it exists - not any of the records in it. Am I missing
Zoho Desk - CRM Sync Settings
Hi guys, We have created sync between Desk and CRM. We changed different account names and made them same. At the end, I have two problems. 1. When I create a contact associated an account in Desk, it's synced and created in CRM automatically as well
No longer able to add Custom View or Edit Views in Activities Modeul
Did this feature get deprecated - none of our users are able to see a Create Custom View or the usual pencil to edit an existing view in the Activities Module since mid-March?
Validation Rule on Read-Only Fields
Hello everyone, We want to use the "Street" field for a duplicata check and in order to make sure the address is written exactly the same from one rep to another we require them to input the address using a Button that makes an API call to Google Maps
Multi fields in one formula field + Line breaks
I have a formula where I'd like to group the information from others fields to display in a view in the following format: Account name: Test name Billing Street: Test Street Billing Code: 55 555, Billing City: Test city NIP:555 555 5555 and I put the
Error en APIS de solo lectura (ZohoCRM.modules.Deals.Read)
Hola buen día, Tengo un problema con las apis de solo lectura, de acuerdo a la documentación existente si yo hago un petición GET con la siguiente API: https://accounts.zoho.com/oauth/v2/auth?response_type=code&access_type=offline&client_id=EXAMPLE&scope= ZohoCRM.modules.Deals.Read &
Auto STAGE Update based on contact activity
I've about 20-30% conversion rate. I managed to create a workflow rule that once I send the offer and there is no activity on the deal for 2 weeks - deal stage automaticly changes to "No intrest, lost deal". I want to create a similar workflow rule for
Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
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