Adding Tags to Bigin through a CSV
Hello, Is there a way in Bigin to add tags to multiple records through a CSV file? So, I have a bunch of emails in a CSV and all I want is - add a certain tag in bulk to all those emails in Bigin. No other updates. Doesn't look like there is a category
Change Default Mandatory Fields
Is there any way to change the default mandatory fields to a non mandatory field, or remove the default fields from the page layout? While customizing several of the modules to fit our business needs, Cases for example, we do not need fields such as Case Origin - that have been labeled as mandatory, and have little ability to further customize the fields to fit our business needs. We have created several other fields and identified them as Mandatory, but we are unable to save a new record, because
Ability to colour code (or shade) appointments
I would like the ability to be able to differentiate different types of appointments on my own calendar. For example, I have appointments where I am out of the office, In the office,some are fixed, others tentative, and I also like to set aside time for
Problem with Workflow meetings showing up in My Meetings.
Hello, I created a workflow when a field was updated, a meeting was created (among other things). Emails worked, tasks were created, and the meeting shows up in the Meetings Tab, but it does not show up in "My Meetings" widget, nor does it show up in
Contacts Have Been Duplicated and Associated with Incorrect Accounts
I have approx 365 contacts that are now duplicates; Of each duplicate, 1 is associated with an account that is INCORRECT. When I opened a chat, I was told that I did this, however there is no way this was done by me. I need someone from Zoho to contact
How to assign a campaign name.
I have leads. My only data. They are in 1 industry, but do not have a name. They are just leads which I access by clicking "Leads" at top. I need them to be in a campaign now in order to eventually have multiple industries separate in CRM. For telemarketing
Trouble Reporting on Active Policies on dates in the past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
contacts editing/updating their own information
Is it possible to include a link in my emails to my contacts, allowing them to see their information and edit/update it?
How to create a deal for a lead when he books a meeting ?
Hi everyone, I get Leads in my CRM, and if they book a "Type1" Meeting through my Zoho Booking link, I want to convert this lead into a Contact and Create a new Deal. I've explored Zoho Flow, but I am unable to achieve my goal. Any advice ? Thanks in
Cannot create a Lead because the email address was once used in CRM but has been deleted
We are trying to add a Lead record but keep getting the following error: "Duplicate values are not allowed. An existing lead with the same Email has been found." That's not usually a problem. We just merge the two records, if they are the same person,
Field properties grayed out
Hi, I'm wondering why i can't update these field properties for number of characters?
Documentation for ZDK.Client.navigateTo()
Where can I find the documentation for this feature?
What steps to take for user manual?
Where is it?
Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be an
How to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
There is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search the
External CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order to
Lead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How can
Easy automation across apps from within your CRM
Hello everyone, We're releasing a feature that we think you'll love! It's called Actions by Zoho Flow . As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've
Bring Products SubForm from Quote to Deals
Hey team, as there is a big issue with Quotes Layouts I've found, I am trying to have a work around for my request. The need: As I have different Business Unit (services & products) I need to have a different quote layout or feature to estimate the total
Mass update leads PROBLEM
During the filter process it responds alwais with 10 leads and no more, whathever kind of research you do... PLEASE ASSIST QUICKLY
CRM Forecast Total Target does not update and is always 0.
Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attached
Unable to attach email
I have a problem when I attach an email to a Deal, it's not showing when in this list of emails attached to this deal. This affect only imap emails. Here when I select the list of all emails associated with the contact, you can see, one email is attached
Call Function When Lead is Convert
Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+
How can we extend the notes width to the full window width?
How can we extend the notes (Contacts module) width to the full window width? As can be seen from the image, NOTES elements and notes themselves are not utilising the available real estate of the screen, thus making the notes unreadable. The issue gets significant when there are lots of notes for a contact. Please help.
Convert Lead to trigger Webhook
Hello, Is it possible to have the Convert Lead to Contact trigger an Automation webhook? This is necessary for the project I'm working on. Thank you, Jesse
Account Last Activity Time field
Hi, Is the Account Last Activity Time field supposed to be the time when the Account was last contacted? If that is it's intention, it is not working correctly. It seems as though this field updates every time the Account is modified as well. Are there plans to have a field that is related to the time an Account was last contacted like "Last Activity"? This would be very helpful in keeping track of when the last time we contacted our customers and non-customers.
CRM current date inserted into quote
Hi, does anyone know if and how it's possible to insert the current date into an inventory template like a quote? Of course, I could create a new field in quotes, labelled current date and set the date to today when I create a quote. However, I am looking for a way to automatically include the current data when I export the quote to pdf (which might be a day after the quote was created). regards, Maria
Send Text / SMS to a Lead - what is the simplest method?
We would like to send quick texts to leads in CRM (not triggered by workflow). What is the simplest method to do this?
Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"
Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? Thanks
How to make average with zoho deluge
Hi, i have two modules A. Courses B. Grades Grades module are related list in module Courses his API Key his "Reatedlist2" in module grades i have 10 records that associate to one record of course. In the grades module, there is a number of data on which
Activities Invite Mailed By Using Own Domain
Hi Folks! When I send a meeting invite to someone, mailed by is under zoho's domain. Is there anyway to change it to my own domain?
Update payment method
Hello, Can you please provide instructions for how I can update the credit card information for my Zoho account? Thanks, Giles
when a subform is created does it create a related list or a link between the two modules?
Does a subform create a related list or a link between two modules? I have a module call Deals an i have a module call Product I created a sub form in the deals module to bring data from the product module and custum formulas But the cuestion is ¿When
Accounts with multiple branches
Good day, I have 20 clients that i work with (head offices). Each of these clients have multiple branches and are franchisees. Example: - The main account is Wallmart Head office - We manage 100 branches for Wallmart - Each branch is invoiced differently,
Linking products to suppliers (or vendors)
Hi everyone! I'm working with quotes module and I have the normal structure: Suppliers (vendors) Products Each vendor has several products (as usual), but the point is that I have already created a custom subform in the budget to find the products in
Show listing Zoho to woedpress website
Hi, I want to show Florida based real estate listing from Zoho to WordPress. May you please guide about how I can develop a WordPress plugin using Zoho API. Which API I should use https://www.zoho.com/crm/developer/docs/api/v5/ Regards,
My scaling formula doesn't work cannot figure out why
if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))
Trouble creating folders
Hello everyone, new here to Zoho CRM and Deluge. The goal I am working towards is to create a folder with included subfolders when my company creates a new deal. I followed a very straightforward tutorial from Blungo on youtube which was working up until
email to multiple recipients
is there a way from CM to select multiple recipients for same email? If I want to email 4 clients and invite them to lunch, I seem to have to cut and paste the subject and body 4 times. Very inconvenient. (sometimes I have a lunch and learn with 20
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