Workflows User based or Organization based
Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B
Zoho CRM Customization for Real Estate Agents?
Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?
Importing data into subform
Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subform
Tracking Agent Diligence in Updating Records
Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,
Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
Organizational Emails Send through Email Relay Server
Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this. We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials
Client Script Support for Layout Rule Pop Ups
In the following pop up which is created by a layout rule, we want to use a client script to calculate the following fields based on the first field. Unfortunately, this is not possible.
Pipeline stages for product-led growth (PLG) subscription services
(Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am
Button Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
Dashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support
Lookup field of related entities
Hi everyone! Since every Deal can have multiple related Quotes, how can I add a field to Deals that allows the user to select one of those Quotes? The objective is to mark one of the Quotes as the "preferred" one. Thanks for your time!
Syncing Deal Tags with Contact Tags
Hello, I'm new to Zoho CRM. We use the contacts section to store our quality leads / and past contacts. We obviously use the deals feature when working current deals. I'd like the deal tags and contact tags to automatically sync so the tags are the same
I am unable to delete products... I just get a popup "Sorry you cannot delete the product(s)".
Sorry you cannot delete the product(s) As the product(s) are involved in the inventory modules ( Quotes/Sales Order/Purchase Order/Invoice), it cannot be deleted. However these products do not seem to be mapped to any other module in the CRM....
Redirect URL
Hello people, First of all, I don`t know what to put in the field redirect URL. I believe it shouldn`t be the client domain, and the end point URL is not working as well. The endpoint used is https://www.zohoapis.eu/crm/v2/Leads. The whole https request
Move a Contact from Current Account to a NEW Account
I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and
Sync interval less than 24H for zoho CRM contacts with google contacts!!!!!
We use mobile phone for calling and receiving calls, capturing incoming leads e.t.c. Actual data changes every minute of working day. For example - I create a contact for incoming call in ZOHO MOBILE CRM, and then I should call him in 15 minutes... This contact should appear in my mobile phonebook via google contacts. I see that zoho has native integration with Google contacts. BUT THE SYNC INTERVAL IS ONE DAY!!!! So I have no actual data on my fingertips... PLEASE, set interval for 5 minutes.
Email Workflow
Hey Community, I hope someone here can help me out. I’ve been trying to figure out the best way to manage emails within Zoho CRM. From what I understand, Zoho CRM relies heavily on lead owners, who typically use either Zoho Mail or a connected service
Customer drilldown in VOC: Discover your customers behind chart values and act on them
Dear Customers, We hope you're well! The influence of AI is sprawling, and among the thousands of AI tools available in the market today, nearly half of them are built by businesses for businesses to augment customer experience. By and large, customer
View Full List button for Related Lists
Hi Zoho Team, When their are more than 10 records in a related list, it can become difficult to work with that data. Especially if there are multiple pages. I've noticed when using widgets on the Home screen, it's possible to click and see a full list
Pull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option to
Zoho CRM for Email Plugin for Outlook not working
Since my latest Office 365 update my plugin for outlook is not loading, continuously spins "Processing please wait...". Does anyone else have this issue?
Unable to Find “Marketing Attribution” in Zoho CRM Setup
Hi everyone, I’m trying to set up Marketing Attribution in Zoho CRM, but I’m having trouble locating the option. All the guides I’ve found say to go to Setup → Customization → Marketing Attribution, but I don’t see “Marketing Attribution” anywhere in
FAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
Search in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Subform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
"Else" in all automated actions in Zoho
Hi here, We have an important database and we need an email follow-up for each Lead or Contact created. My problem here is we have multiple follow up emails for every type of contact/lead, i created a workflow but i cannot find a good solution to cover
Auto numbering phone call module
For some reason, I cannot add a auto-numbering field to my phone calls module. To the best of my recollection, this is the only module where this is not an option. Is this something that is being addressed or is there a workaround?
Set Custom Fields when Creating a Workflow Task
When creating a Task by a Workflow or a Blueprint Transition, there is no option to set Custom Fields that exist on the Task Layout unless they are marked as required fields. I know there is a workaround to create the task by custom function but having
Client Script - onSave event doesn't take Mandatory fields into Consideration
I have several mandatory fields setup in a module, and I am using the onSave Event in Client Script to invoke a custom connection Now the problem is, the onSave event is executed even if there's an error such as Missing Mandatory Fields or Validation
Schedule a meeting
Hi, I want to schedule a meeting with you to discuss more about Zoho Api and I want to create a CRM for our company using Zoho. Can you tell me about your availability? Thanks, Vlad
Canvas Font Color bug
I set white color in canvas view, but some of our user said it will show black font... I cannot reproduce this bug....
Is Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,
Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom
Why a limitation of 10 items in the 'During Transition' of a blueprint?
I want the transition owner to add some values for specific field while performing the 'During transition' button. However, I want them to fill out 12 fields, but I'm not able to save the blueprint because there is a limitation of 10 items. Why is this
Cannot manually remove leads from a cadence
Hello, I've been trying for a long time now but cannot find the list of associated leads with a cadence and manually remove any leads from a cadence, please help!
how to check if a date/time is before today using deluge function?
I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge function
Subsections for organizing Data more structured
We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,
Limit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks Manny
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