Inclusion of Email Information in Automatic Workflow-Generated Tasks
Hi, Currently, I have set up a workflow in our Zoho CRM account to automatically create tasks whenever an email is received. This workflow is functioning as expected and successfully generates tasks for each incoming email. However, I have encountered
Can't create new account from quick contact create card
Hello, In the deals module for example, when we want to assign a brand new contact via the lookup field, there is an option for "Create new". However, as our Account Name in the Contact module (which is a lookup field, obviously) is mandatory and in the
Zoho a New User Screen / Layout as per the Role
Hello everyone, I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is
Dependent Lookup Fields
Can Zoho CRM lookup fields include only records with a related record? For instance, if I have a Deal with Company A and want to assign a Contact to that Deal it shows me all contacts, not just the ones in the related record Company A. I forget the term
Lookup filter
Hello, We have a Contracts module (A, B, C, D) and a Products module with Contracts lookup field. So let's say products are A1, A2, A3, B4, B5, B6, etc. Now, there is a third module with both Contracts and Products lookup fields. What we want to do is
Canvas need to show one filed from Sub form
We need to show sub form in Canvas screen but now all filed was show, We only one filed inside sub form. Do you have any idea? Can we make some function and add Base module and show?
CRM: Problem with cloning meetings
If a meeting is cloned in CRM, once the date is changed, the end time is reset to being 1 hour after the start time. It's easy not to spot this error. Please could the bug be fixed, so that the time isn't reset when the date of the new event is chan
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
Currency fields missing formatting while editing
When viewing a currency field, it is displayed correctly: However, no formatting is shown when editing the field and entering a value. This results in potential data quality issues and a poor user experience where users can't easily see the value they
Close Deals based on Account Customer Stage
Is it possible to put in place code that would automatically close Deals based upon an Account Customer Stage field.
Formula on Products not available in Quote Module
I have a formula for Margin on my Products Details (Price minus Cost). I want this formula field to be added to the pricing subform within the quotes module. However, when I pull up the "Fields of Lookup Module" when I select "Add Field" it is not an
Leads Won Report
I feel like I'm missing something VERY basic. We can track deals won in reporting, that's great. For us, Leads are converted to Deals - we'd like to build a report that shows "Leads Won" (different from "Deals Won"). It doesn't seem like Zoho CRM reporting
Associate Lead with another lead
Hi, We are in travel (B2C) and our setup is a bit different that generic companies using zoho. We currently don't use the accounts module because we work with individual customers (who often change the group of people they travel with (family/friends)).
Create Create Activities - Tasks
I have seen all the documentation re; customizing quick create menu on deals. Can that be done on Tasks? My users get really annoyed by having to click, 'more fields.'
Create folders automatically in Zoho Workdrive based on Module action
Hello, I know this is kind of a stretch, but is there any way to create a folder structure automatically when a Deal reaches a certain stage? Thank you!
Work Order Management
I am looking for an all inclusive work order management system. I need something that can track work orders, return statistics, handle inventory management, track employee and contractor performance, etc... We also receive grades on several different
How can I conditionally display a checkbox in a blueprint?
Hi, I have a blueprint with a drop down field for next steps. On one branch of this, there is a checkbox that displays further fields. Currently, I can make fields display conditionally by using a layout rule with 'Make field mandatory' (How I've done
How to setup quick action in related list field
Hi ， I can see various action options in my canvas Quotes related list field. But it is not in Purchase Order related list field. May I know how to activate them? Thank you. Kava
Scanning business cards
Hi all, I go to exhibitions and Id like to be able to scan business cards and create Leads from them. I think I can do that with https://www.zoho.com/crm/card-scanner.html . Id also like to be able to take photos of exhibitors products and attach those
What ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared.
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
set the sort order for any view
Need to be able to determine the sort order of any view you create. Need to be able to set the 1st sort, 2nd sort, etc. i know you can do that now clicking a column, but want the sort to be automatic when you use that view.
Trigger Workflow when Item is Assigned to a Related List
Hello, My specific case is that I have a custom module called Assets. They are physical products with serial numbers. We assign an Asset (serial number) to a Sales Order so the fulfillment team knows which serial number to ship. Assets are a related list
CRM - Email templates: custom html in default editor
Hi @all the default editor for email templates is very useful! You can place elements by drag-and-drop, the usage is intuitive. But here you can't change the source code... very sad. To get to the HTML code / to be able to edit it, you have to delete
Feature Request: Add Task Description to the Email Notification
By The Grace of G-D. Hi, How are you? Can you please add this Feature Request? When you get and email notification for a task assigned to you or when it is due, Having Only the Task Title in the email is far from enough. Especially when you have many
Inventory Template Category setup
Hi , I saw inventory template category is an option, just would like to know how can we maintain it?
IMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor pretty
De-duplicate option in a Custom Module
I wish to have the de-duplicate option in a custom module. Though de-duplicate can be seen in other modules like Leads and Contacts, the option does not exist for Custom Modules. Moderation Update: The Find and Merge duplicates, and Deduplication feature
Zoho CRM Campaigns
Hi There, We are using the Campaigns module within Zoho CRM and although it is running correctly and we have created opportunities and closed opportunities that are linked to the campaign the revenue and pipeline still show as zero. Thanks Dale - Screenshot
Zoho CRM Profile Permissions at Layout Level
Is it possible to control profile permissions of view/edit/create at the layout level? For example, if I have two deals layouts, can one profile have full permissions on layout 1 and view only permissions on Layout 2? As far as I can see, I can only control
Linking notes between modules
Hey guys I need that every note on Accounts should be on the Deal with the same id_ideris at Zoho CRM. Is it possible? Which way is the best?
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
Create a button to populate a form that updates fields in CRM
We have a module called "Booking" which I can create a button on the records view of this module. I'd like to have this button present a mini-form, which replicates specific fields from the Records View, and have the fields that display be dependent on
Reasons For Loss - Different by Sales Pipeline
We have 4 different sales pipelines, the reason for loss is different for each pipeline. Can show only specific type of reasons for loss by sales pipeline?
Send email directly from a task
Hi all, I am hoping there is a way to include the email module, or even a button, to send an email directly from a task. Currently, tasks are 'related to' accounts and also includes a lookup for the contact. The workflow is currently. 1. Click into the
Dashboards
I've created a couple of dashboards, but with the latest update I guess there gone? Anyone more that has the same experience?
Organize Dashboards into Folders
When we create reports, we can save reports to specific folders which keeps things really organized. However, from what I can tell, this same functionality does not exists with Dashboards. We have many Dashboards (not just components/widgets). Currently
About Backup
Hello good afternoon, I have been receiving notifications about backups that are generated in our CRM for quite some time, the question I have is: 1) How can I test those backups? 2) In the event of a disaster, what corrective actions should we take with
Formula in CRM
I am not sure about IF We need following A Filed--- THIS B filed --- IS or Blank C Filed--- IT D field is like A+B+ C to show but be fore each filed add "$" if B filed is "is" D filed show $THIS$is$it like this . but if B filed is Blank . i can do only
How can I change default field names like Zip code or State?
I am setting up my CRM for a Canadian based company and would like to change the default field names of State Zip Code I cannot seem to find where I can change the default names? Can someone help me out? Thanks.
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