how many records a workflow rule can apply?
Hi, I set a Workflow Rules for Lead Module. let say If a lead is created, then the workflow rules will automatically change the 'Lead Source' field in a lead record. I will create the leads one by one, not in a bulk, not simultaneosly. the lead is created
Zoho CRM Deal pipeline still showing hidden stage
Hello, My sales team required me to hide certain stages in the pipeline as they dont match our business processes. I went ahead and removed them from the pipeline. However when we click on "Deals", the standard view always shows "All Pipelines". In order
Adding User Profile Picture to Documents
Is there a way to add a user's profile picture to documents using "#" including in Forms?
Multi-Select Lookup Assignment
Hi Everyone, I am having an issue that I've racked my brown around for a few days but can't come up with a solution. Let's say I have a Client module and another module called Enrollments. I have a multi-select lookup set up so that I can assign many
Recuring task
Why task showing like this? I want when I complete the task then next one to show with missed date task only
Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
API Access to Timeline
It would be great to have a GET api endpoint for the CRM timeline. My company uses a data warehouse to store and transform data for reporting. We need to be able to report our data for a filtered snapshots of time, but with the current API endpoints,
"Next action" section in Lead page
Hello, In Lead page under details sections there is automatic section named Next action. There are shown only planned tasks with the Lead, May I show there also scheduled calls, instead checking Open activities or checking in Calls tab? The same question
Lead source is added randomly "Social Media"
Hello, I have been facing this issue that I am seeing some random leads which are added by webform attached on website and there is no SalesIQ history attached to it. The source for webform is hidden and selected as "website visit" but it is not reflecting
how to get transition_id to update Deal Stage in Blueprint API in Zoho CRM?
Hi, I want to update the deal stage to 'Won' in Zoho CRM after a customer perform an action in our own mobile application. so we have to update the Deal Stage through Restful API. We are using Blueprint to update the deal stage, I believe I have to use
Change PDF prefix in Zoho CRM?
Hello, We are using Zoho Books for sending quotes, order confirmations, and purchase orders. Since Zoho (CRM and Books) doesn't have the feature for RFQ's, we are using the Purchase module in CRM for this. Whenever we create an RFQ and send this to our
Zoho campaigns data in Zoho CRM
Hello Everyone! I am currently facing an issue regarding data from ZOHO campaigns in ZOHO CRM. So the problem I am trying to solve is that I have ZOHO CRM and it is integrated (SYNCED) WITH ZOHO campaigns. I want the fields in ZOHO CRM related to campaigns
Dashboard
Hi, I would like to add as a component a table/chart that shows all deals categorized by deal owner. I would like to be able to see in the dashboard a count of how many deals per Deal owner/user we have. Is this possible? Thanks, Cristina
Segmentation recency - doesn't work?
Hi all! I have created a segmentaiton using Zoho's own segmentation feature. However it seems it doesn't work correctly. In the recency field I have used a booking date for my customers. All my customers have the booking date filled - but the segmentation
Import leads for two departments and assign to different user profiles (Zoho One CRM)
I am looking to import leads data for two departments (from .csv) and then assign them to appropriate users. How can I achieve this efficiently? Leads data for both the departments have some variations in data fields. Both deparpments are business units
It says "Your Professional Trial expires in 15 days" but I wanted a free account
At the top of the CRM app it says "Your Professional Trial expires in 15 days" right after I signed up. I wanted to sign up for a free account, not a professional trial. I'm currently trying to evaluate the Free version but that's difficult to do when it's giving me a Professional trial. Is there any way to turn off the Professional Trial?
using contacts-only in deals? or better also use accounts in the whole setup?
Hello, I use zoho to manage room bookings for short term rentals. So the customers are mainly private customers. but it can also be that a company books for one of their employees. Now I want to use the deals module for the room bookings. but there an
Drag & drop for record sorting
In Zoho CRM (and Recruit) there is no easy way to order the record in the list. I'd welcome having drag & drop sorting; examples I'd like to do: - rearrange job opening records in Zoho Recruit Job Openings records - rearrange contact records in Zoho CRM
Customize Home View by Group?
I'm trying to customize the view that shows on various team's home tab, but it seems I can only designate this by role. We use Groups in CRM to designate different teams in the organization. Is it possible to create customized home tabs for each group
Announcing product bundle training for partners: BI apps
Hello partners! We're excited to convey that the launch of the first product bundle training on Sales apps was quite successful, spanning across regions. We extend our sincere thanks to all of our partners. The bundle training series will continue, and
Emails not synching with deals
Hi there, I have had this problem for a few months now and despite multiple remote sessions/calls/email with zoho support it has not been resolved, I'm really hoping someone can help me out. All of our emails sent/received to contacts are not automatically
How to see list of upcoming Reminders (for Tasks)
Is there a way to view a list of upcoming Reminders (for tasks)? Perhaps either 1) all upcoming reminders, or 2) upcoming reminders on/between certain date(s).
Why is my Create Time field not able to be accessed in Contacts
I am trying to condense the Created Time in Zoho to only be the date, however, whenever I go to modules and contacts, and try to create a datepart formula it gives the following error: We couldn't find one of the CRM fields in your link. Look at the field
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