Whatsapp Update
Good day, I am aware that Zoho has been busy with an update on the Business Messaging side regarding Whatsapp. Specifically relating to Business initiated messages using templates. I have been told multiple times that this would be rolled out by the end
Getting error 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2) when set up email relay on zoho crm
Hi there, I got the problem when I wanna set up email relay on zoho crm. here is the error message 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2)
Understanding Data from Email Reports
Hello! I'm trying to understand how the data featured in the Email Analytics report is generated. Below is data from two CRM users: Month Sent Responded Replied Received User 1 January 2023 7 5 1 1 February 2023 28 4 2 1 March 2023 71 6 8 1 April 2023
Is 'Emails Replied To' a subset of 'Emails Sent'?
I have a simple question, Is 'Emails Replied To' a subset of 'Emails Sent'? Per this Zoho article on email analytics, it provides the following: Sent - Only those emails that are sent from Zoho CRM and SalesInbox will be tracked. Emails that are sent
Access to records in a custom module
We created a custom module named Packages which is our main product. We created a bunch of Package records from an Administrator ID. Our intent is only Admins will be able to create and update Package records. All Standard users will see those records
How do you show side bar for an admin user?
The sidebar is not currently showing to display apps.
Zoho lead module and gravity form custom field mapping not working
I am trying to pass gravity form data from my website to Zoho CRM lead module. I have created custom field in lead module, mapped both gravity form with Zoho properly, still not receiving the data. Please help me to solve this issue.
Populate a Text field using Regex and input from another field
Hello Everyone, In Zoho CRM, I have a field - "Website" where I put the website of my Leads. I have another field - "Website Domain". I want Website Domain to be auto-popuate using some regex formula. The regex formula will extract domain from the input
How to handle multiple Zoho accounts?
Hello, I have two Zoho accounts, one for each of my companies. Since URL are "opaque" (GET vs POST thing, I guess), there is no way I can create a bookmark to access either one or the other with a bookmark. And I prefer not to merge the two databases. Any ideas? Thank you!
It is possible to create an estimate automatically?
It is possible to create an estimate automatically when the potential's stage is Won and with some fields information about the items?
Moving a layout & related records to a new module
Hi All, Hoping this is possible. We have a custom module set up for all 'customers' across different projects under a single module named 'customers'. As we're now expanding, I would like to make sure projects related to each other are under their own
Sales Order Ordered Items Subform into Zoho Sign/Forms
Hi, I would like to set up the ability within a sales order to send a zoho sign document or zoho form that will add the ordered items subform to the document/form thus allowing me to gain a signature for the ordered items? Can anyone help with this please?
Mass-mailing without templates/ For Vendors
Mass mailing should be possible without setting up templates... i.e. we select few contacts/accounts/vendors and send the desirable message to them... This can be very much useful specifically for vendors for giving common instructions, for sending same
Automate email to client after appointment is scheduled
Hi, I'm wanting to be able to automate a quick email to a contact once we have scheduled an appointment or job with them in our calendar. is this possible? Im very new to Zoho. Thanks
Automate Quote with information off a zoho sheet?
Hello curious if It is possible to create a function that can automate a quote or invoice for me from a template I have in zoho sheet? I have a client that will need several quotes so seeing if I can automate it with a template.
Adding a Macro Button
I've just discovered Macros and they are pretty cool. I've set up a Quote Request module and a Macro to automatically send a quote request to the Supplier email. Does anyone know how to change the Email button to a Run Macro button?
Creating a Quote Request Form/Email
I want to be able to sent Quote Requests from pre-listed Scope of Works I have in a module. Ideally I want to use forms, but I get set it up so it emails the selected supplier. And you can only add 1 CRM lookup, which is the SoWs module. So it can't look
Where to create lead follow-up reminders?
In Zoho CRM, where do I set how frequently to check in with leads? (In Cloze, Salesforce or Nimble it's obvious, but I can't find it here.) Or should I set a custom field with a formula? But then how to set the reminder based on that? Thanks!
Filter "Sent email status" report by Business Unit
Hello, we use Zoho CRM to manage leads and customer for our 2 business units. My question is: is there a way to filter the "Sent email status" report (CRM > Reports > Email Reports > Sent Email Status) by a field (i.e. "Business Unit")? Thank you
Related function custom module Lookup field and Lead module.
Hi, I am linking a Lookup item called prospect in a module called Sample_Request (API=sample_req) from Leads. I have created a button in Sample_Request to create a new Lead and use this button to create a new Lead. This button allows a new Lead to be
Create CRM Task When Invoice Marked as Paid
Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to
My open Task
My open task showing last task first how to correct it to show latest first?
Sales stages selection in Deals (Zoho CRM)
we have defined a number of Sales Stages using the Stage-Probability Mapping functionality. however, when we Create a new Deal, or Edit it, we can see only one stage available in the dropdown. we are not able to see or choose the other stages.
Report on Scoring Rules
Can someone explain how to report on scoring rule fields created by adding scoring rules to a module?
Zoho Subscriptions
I need more Currency and Date fields. Zoho said I need to upgrade my membership to get more and set me these options: https://www.zoho.com/crm/help/complete-feature-list.html However, I have been on Zoho One for years. Isn't Zoho One the highest level
Stageview not loading
Hi all, Does anyone know why one stage in my stage view is not loading? I have cleared the cache in Chrome and tried this in Safari, and I am still getting the same error. Thanks
Update field with value from another field
Hey, community, I have one request; I can not figure out how I can do it via workflows. If you can help me, it would be great. I have a custom field (checkbox) in a Deals module. I need to put the value of this field (Y/N) to all invoices ("Invoice" module)
Global search
If I change the search layout, it's changed just for me or for all the users? How can I change the search layout for all the users?
Accounts should use only domain portion of a web address as the unique identifier / No way to prevent duplication of accounts?
In Zoho CRM for Accounts, I'm using website as the unique identifier. This means if I have an account with the website crmplus.zoho.eu for example, I can't add a second account with the same website, crmplus.zoho.eu. However, CRM fails to see that these
Multiple email address setup for one account within Zoho CRM
Hi , As title mentioned, is it possible ? The requirement as below: John own multiple company , each company have diff email address - john@companyA.com - john@conpanyB.com However John only had one CRM license account. Initially in CRM , he had setup
Use History tracking data
Hello, Is there any way I can create reports/dashboards using the history of a record? What I mean by this is: - I want to create a report that would show how many deals went from "offer" to "closed lost" VS how may deals went from "offer" to "closed
Create project for CRM Account
Hi, Can we create project by using our CRM account details of customers, is it integrated with Zoho CRM?
Doctor referral module
Hi, we are trying to setup CRM in our company and we heavily rely on our sales of our products through referrals from our database of doctors. For example, if any patient buys a product (X), it will most probably be referred by doctor A or doctor B. So
Create template with button
Hello! But with a peculiarity. It has to be a button in a template. This template generates an email that many people will receive. The main function of the button is that any of those people who receive that email, when they press the button, a task
Automatically Create & Close Task from an Email
Is there any way to automatically create and close a Task for an email that has been sent via Bcc Dropbox?
Client Portals Setup
I am a Zoho One user. I am trying to set up a Client Portal to a custom domain. However, it won't let me link it to the custom domain. I had a look in the Subscriptions and there is a 'CRM Portal Users Add-on'. Does this need to be purchased to allow
Lead Converted & Merged with Contact
Why does the system not allow users to override the values that exist on a Lead and overwrite them with existing data on a Contact when the two records are merged?
Function to automatically replace/rename specific text
Hi, new to Zoho CRM, and hoping the great community can offer some expertise! I am wanting to build a function whereby I can identify specific text strings and automatically replace them with an alternative. e.g. "Mailing Country" field on a Contact.
SubForms in Canvas
I have a sub-form in a Canvas view. Whenever I want to add or modify it, I have to click Edit and then takes me into the Standard layout view. I don't want this. I just want to edit the sub-form on the Canvas view. Can this be done?
Export You can only export a maximum of 5 reports that has more than 2000 rows, in a day
Hi, Is there an option to increase the number of downloads for reports over 2000 rows from 5 times a day to a higher number? error message: You can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports
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