Lead should fill up data set
At the moment I am working step by step on moving all email lists (first name/email) from an external App into the Zoho CRM as "LEADS". How exactly do I implement this so that I send the respective contact for whom I have either - only email or - email
Automatically close a Task based on workflow rule
I have a task that is created for every new Deal, and I'm trying to write function that will close that particular Task based on a workflow rule. I'm getting the following error in the function below. I'm new to Deluge so I'm not sure what I'm missing.
BIG DEAL ALERT...WHERE IS IT??
I have spent hours looking for "BIG DEAL ALERT", I have followed the instructions..."SET UP", "POTENTIALS" but there is nothing there! How do I set up a "BIG DEAL ALERT" Richard Quickcolourprint.com.au Perth Australia 1300 784 250
Can we assign Multiple contacts to one Meeting in Zoho CRM
Hi There, I would like to know whether we can assign one meeting to multiple contacts. I know that, In meetings record, we have contact as a single select lookup. But is there a way that we can show the created meeting in more than one contacts related
Get Company Logo
In some other CRMs I am testing, I see that, upon importing Accounts/Companies, that Company's logo is automaticaly inserted in those CRM's, is that also possible in ZOHO ?
CalDav stopped working
Hello, I have been using CalDav for syncing my CRM calendar with my outlook and iphone calendars. About 3 months or so ago it stopped syncing. I have not changed anything. I have tried to reinstall but I cannot get it to work. I really rely on this as
Creating a new Related List entry for Accounts
Hi, Is it possible to create new Related List entries on Account screen? I want to group together some of our custom fields in to related topics, ideally so that they can be hidden or expanded as needed by the user. These are the type of things I mean.
Tags order
Hello, I have many tags on a client page, and I'd love to be able to place them in a specific order into my list, so I do not have to go down all the way for the ones I'm using most of the time. A drag and drop feature to make them in order would be great.
Sub-Forms Data Processing
We are using sub-forms in modules. They are great for recording status and dates of contractor invoices and works. However, there are some functions that we want to use that do not seem possible with the sub-forms: 1. We need to see certain fields from
Custom module in CRM not sending emails
We have a custom module for tracking Quote Requests/POs/Bills etc. We customised it so everyone could see everything in one place. The standard Purchase Orders module wasn't really suitable. In the custom module, the standard email field won't connect
Why company name mandatory for leads?
Hi there, I am quite new to Zoho and try to figure out how everything works, what my best workflow is and how to set everything up. One question: Why is the company name in the leads mandatory? I run a vacation rental business and almost all my customers
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
HELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign up
Attachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.
ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or any
Different between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm so
Add Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?
At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,
Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? Thanks
About Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?
Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a Marketing
Portal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,
Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and one
Fetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.
Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,
Zoho CRM - Client portal
Hi, Is it possible to customize the client portal in Zoho CRM? Specifically, can we add a logo, change colors, and include custom widgets?
No Instagram Page under Socials
Why is Instagram page not showing up even though I have it connected to Zoho Social? I'd gladly integrate it with lead generation in CRM. Thank You.
Alternative to triggering a workflow on uploading a file to an Account: Workflow <-> Forms?
Hi, We have large documents that we are handling in our Zoho environment, and we need to go through these documents and check them again after x amount of months. We want that the end-user is forced to provide this date when uploading his documents to
Map dependency to section?
Is it possible to create a map dependency to a complete section instead of just to a different field? I would like to customize my leads layout so that when I choose a particular option in a field (ie - industry), it will open up a section relative to
Send SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender
We've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all, We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directly
Help with related records
Hi I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I am
Client Script limits per Event?
Is there a limit to the number of Client Script functions that can be attached to an Event? I have a module where 94 fields can be modified in the Detail Page (Standard) view and each field value change should trigger different calculation updates in
Projects no linking to Deals - "No Company/Account or Contact associated with this Job
I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but it
ZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();
workflow between CRM and Projects
I am investigating whether to move to Zoho as a new CRM and Project Management solution I would like to know whether it is possible to automate the creation of a new project once a sale marked as won in the CRM It does not appear that you can do it. Is
Does the webhook support sending a pdf file?
We are trying to clean up a process and it would be great if we could send a file (pdf) via webhook to our server. I noticed that within the webhook all parameters are available except our "file upload" field name. Is there another way to pull this
Auto-Follow Rules do not show up in Feeds
I want to see a log of ALL activity for all 3 users under my Feeds. I have it configured the Auto-Follow rules correctly according to the instructions, but only my activities show up in Feeds. (BTW, I am the SuperAdmin). Any idea what I could be missing?
Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,
Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks David
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