Administrator driven Email Sharing Permissions
Zoho CRM allows you to configure your email account and have all your customer emails inside your CRM. When those business email conversations are shared among the members of your team, it helps in more insightful communication. Earlier, the decision of sharing emails was always at the discretion of individual users. As an administrator, you can't control over their sharing to make meaningful collaborations. Now, with the enhancements made to "Email sharing permissions," we bring flexibility and
New version: Where are the selected participants of an event ?
Hello, by creating events, I don't want to use the Zoho emailing system to confirm the attendance at meetings I already agreed with my customers. It may be the result of a long process and I don't want to give an opportunity to my interlocutor (I was
Discrimination against EU DC users
It is impossible to log onto these forums with a Zoho account held on EU DC? Please fix this issue. EU DC clients need to join the conversation too..... Lucy Beck +44 1722480300
Changing font style in Zoho CRM modules and fields
Hi We are trying standard version of ZOHO CRM . Wanted to know if we could change the font style . If yes please share the steps. Thanks.
Inventory Templete - Custom fonts does not work?
Hello! I've created an email template and used font called "Montserrat". Im using this font on my website, as well as my offers etc. I managed to make it work in email templates but once started to make an inventory template for sending a quote there
Access to field's information
We are a sales organization performing In-home presentations for our leads. Due to company's policies, our outside sales rep are not supposed to have access to the leads phone field and email field. We've done the obvious, limit their access setting
Report for companies with no tasks
Hi, How do I create a report to show companies that don't have any open tasks associated with them? Thanks
Updating Deals stage via lead status in Blueprint???
Hi Community. We are using the Blueprint function in our Leads modules to auto update "Lead status" for our sales teams. We also create deals on each lead. The issue we face is that Sales teams never updated the deals stage accordingly to the lead status.
Send email and cc in additional email addresses
When sending emails to multiple personnel within an organisation we want to be able to send to the key contact and cc in the rest of the personnel. This ensures they realise who has received this. How do we achieve this?
Quote Proposal Software
Hey Guys, I was just wondering what software you use to send brilliant looking quotes i.e. better proposals or proposify. I was just wondering what everyone uses that links with Zoho. Cheers Kelly
New in Zoho CRM: Make calls using Google Voice
Hello, We made some enhancements to the Mobile and Phone number fields available in Zoho CRM. You can now make calls to the leads, contacts etc. using Google Voice. Earlier: You could not make calls to the leads, contacts etc. using Google Voice. The Mobile and Phone numbers were a link in the Record Details page. You could click the link to dial the contact using Skype. If you had Zoho PhoneBridge enabled in your organization's account, you could click the number (link) to make calls using Skype
Quote - Deal Sync and Automation Rules
Hi everyone, I have a couple of questions about Quote and Deal sync. When I create a quote and insert the amount, products, etc, I want to refresh the deal's amount with the amount of the quote. I also want quotes to refresh products in Accounts regarding
Zoho Won vs Lost Stages
For our setup, we have multiple customized stages, with probability mapping adjusted to match. We have multiple closed lost stages that represent various reasons why an opportunity was not won. However, none of these custom stages map to "Lost Stages"
Tracking quotes to multiple bidders bidding on the same deal
Re: Multiple Bidders Working on the same deal We are looking for any documentation or best practices you might suggest for tracking multiple bidders (Accounts) bidding on the same Deal We are a manufacturer of computer peripherals. We use Zoho CRM
Can I use a workflow to update a field with the value of another field? Or of the current date?
It looks like I can only enter text for the field to be updated to. I need to update it to the value of another field. The use case I am using is that I want to keep track of the lead's "Initial Interest Level". Whenever I create a new record, I simply copy the value of Interest Level (e.g. "Passive") over to Initial Interest Level. That way, when I change the Interest Level to "Active", I retain the knowledge that this lead started as "Passive". Please advise! Scott
ZohoCRM Report with Contacts - no way to show account name?
I created a report that shows notes from contacts. I can show the last name of the associated contact with each note - but no way to show the Account? It is just showing blank if I associate Accounts and Contacts with a Notes Report - and add Accounts
Exporting A Certain List of Leads
Is there a way to export only one list (or "view") of leads? I see the "export leads" button in the drop down list under import leads, however they exports the entire list of leads that are in the crm. I am just trying to export a certain group. Any help would be greatly appreciated.
How can I check how many leads I have contacted?
As in the title. I am looking for information on how to check how many leads sales people have contacted.
One CRM organization, but 2 organisations in Books
Hi There, I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers
Reminders and events only during business hours
How do I prevent employees from setting up events or reminders after business hours? The main reason is that frequently the person sets it for AM instead of PM. So the notification goes off while we are sleeping. Or when we get to work we think we missed
Email Template adds extra spaces and causes formatting problems
Issue: When composing an email from Zoho CRM using an Email Template, there are often blank spaces and/or blank lines preceding the html content. Most email clients will ignore these blank spaces but some don't. We discovered this problem using Entourage
email drafts
If I create an email, where does it go if not sent or deleted? I see no archive or draft email folder within ZOHO professional.
Zoho Quote and Deal relationship
Hi everyone, At this moment, we've been manually entering deals and invoice amounts in the specified fields. Here you can find it. They are written in the accounts. When I change the status of a deal to WON, Zoho triggers an email including these fields.
Zoho Forms SUBFORM to Zoho CRM related list
Hi, In my Zoho Forms, I ask the client if he has partners through a subform. The subform is linked to a hidden Zoho CRM subform, which then triggers a workflow to create contacts and link them to the contact Roles related list. It works great, but there
Conditional Fields does not show Formula fields?
As the title says. I want the field "TEST" to show up only if field "Dwie kondygnacje?" is ticked. But it does not appear in the dropdown section of conditional fields creation: Is there anything Im doing wrong? Thank you.
Complaint and Escalations - Zoho CRM Support
Relatively new to Zoho CRM and having untold issues with data management element. Seems that after 5 days of trying to resolve this through support that I am no nearer a solution after escalations with support team. Bottom Line - Is there a formal Complaints
Zapier
Just a quick one does anyone use Zapier? I have just found it I was wondering if this can create documents and merge them automatically? Love for people to me let me know what processes they have setup with Zapier
CRM Export in Arabic Language
Hello dears, I have uploaded my Arabic leads lists into the crm system, but sometimes I need to export it for reporting cases, the encoding appears to be missed up, so how we can solve this? Best Regards,
Which Packages supports scheduled reports
Hi, We would like to use customized scheduled reports to keep the management up to date with the most important metrics, so we would like to know which packages contain the necessary features to achieve this.
Zoho Sign has Picklist type field where values can be added on the fly
Zoho Sign has a field (Document Type and Folder fields) that behaves like a picklist to the user, however there is a plus button next to it where new picklist values can be added on the fly. Was wondering how soon that field type will come to Zoho CRM?
How admins can change user passwords in ZohoCRM?
I spent way too much time digging through help docs and forums to _not find_ an answer to this very basic question: How do Admins change user passwords?
Unable to update/create picklist item via SDK 3
I have a picklist item in my Leads module that has 3 simple items. In my c# code, using SDK v3 I am updating this picklist like this: BUT by the time it gets to CreateRecrods it fails and it says the object was not initialized. However, if I do comment
Is it possible to add a Google web font to invoice templates?
Hi zoho, Is it possible to add a Google web font to invoice templates through by adding CSS values to the HTML? If not, is there another way to change the font of templates to a random web font? Kind regards Jimmy van Dijk
Move unfinished tasks to next day automatically
Dear Zoho community I have a question regarding automatic push of tasks. Our sales agents have a lot of tasks every day and sometimes it can happen that they cannot do all of them on the due day. What would be the best way to move unfinished (open) tasks
Create shareable link automatically inside Zoho CRM using Zoho Docs or Documents tab
I'm currently working with both Zoho CRM & Zoho Docs to handle users & their documents. Once a user is created in Zoho CRM and its documents are uploaded to Zoho Docs, I'm doing the following steps manually: 1. find a document related to that user in
Is there a new CRM Interface / UI on the Horizon?
Staring at CRM all day, nothing "Pops." Would be nice to have updated, modern looking UI / interface. Is this on the horizon? I've seen this topic addressed previously. In a perfect world, we could also change the way layouts are displayed based on record types. i.e., IF it is a Potential of Type "A" - it would display a certain way with certain fields. Or certain fields could be highlighted. You get the picture.... Thanks!
No responses from Zoho partners - need Zoho support
I have been trying to find a Zoho partner who works with small non-profits. I've contacted several from Zoho's partner page and have not received a single response. I even sent a note to one of the local user group contacts and did not get a response
Blueprint field not updating
Hi! I created a simple Blueprint, where I need a field to become mandatory at one of the stages. However, when the user fills in the field and goes to the next step in the Blueprint, the field stays blank. It becomes yellow like it “knows” it should
How can I create a Buying Customer KPI?
I've been trying to create a Buying customer and QUoted customer KPI on the Dashboard without success. The information I get from the report/KPI does multiple count on the account name, so at the end I get a much higher number of the quoted customers
Match new contacts based on multiple email fields?
I am on the board of a non-profit community organization. We had been using Eventbrite exclusively to manage our members and meeting mailings and meeting check-ins. We wanted a more robust solution and implemented Zoho CRM and integrated with Eventbrite
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