Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from
Automating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyone
Adjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in the
Close a task without tagging it as completed
Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'
Cannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
Can I trigger workflow rules only on weekend and certain hour?
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?
Merge Fields in Email Templates using Custom Object Data
I'm struggling with the following: MyCustomData has fields "serial number", "site ID", "chip number" Contact Has-a MyCustomData Account has-a MyCustomerData I want to email all contacts, or account contacts using an email template but I want to reference
Linking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
Cannot receive Mobile Verification
I cannot receive any mobile verification since today.
Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks
Can I send Whatsapp template using Deluge function?
Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find it
ZOHO CRM Canvas for Hebrew
I would be happy if you would add the canvas form option to the Hebrew version as well. Moderation update (24th February 2025): We have an existing thread discussing the need to extend Canvas support for Hebrew (RTL), where users have been sharing their
Zoho CRM, can a deal be reverted back to a lead?
Zoho CRM, can a deal be reverted back to a lead?
Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?
Zoho CRM - Attachment Issue
No one in my company can add attachments to lead in Zoho CRM. We keep getting and error message that says "Sorry, an error occurred while uploading the attachment(s) to the record. Could you please try again after sometime?" We have tried saving as PDF
Zoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?
Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient to
Kiosk - GetRecords forcing user to select a record
I just want to display some records in my kiosk, so the user can know about them. I cannot. When I set up a get records to display multiple records (and limit it at 10) and put it on a screen, my user is forced to select one of the records (which is completely
Need More Than 10 Custom File Upload Fields in a CRM Object
Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.
Zoho CRM not working
We cannot seem to access Zoho CRM. We can login, but that's as far as it goes.
zoho crm is not working
no one of our team gets in
Possibility to show Images during Blueprint Transitions
We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a
Multi Step Parallel Transitions for Blueprints
We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical
Company ownership
Hello all, My name is Harry Froget and im currently performing an audit on all processes and systems and found out that Mr. Eric Kern is listed as the owner of our organization, he should be removed as such inmediately. Please contact me as soon as possible
Call Logs not showing up in the leads module
Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.
Here's what we've enhanced in Product Configurator and Guided Selling of CPQ
We’re thrilled to share a few exciting enhancements in Zoho CRM CPQ features that are set to make your quoting process more intuitive and efficient. Enhancements in Product Configurator 1. Multi-select option for Actions Imagine configuring products with
Inactivate a client or account
What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contact
Email formatting
I am having problems with the standard formatting of emails which are sent from Zoho CRM. No matter what I do, the font reverts to a standard format of Times New Roman. If I create a template and send that then I have no problems but if I just send one
Sales Order & Invoices Missing From CRM
Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.
Zoho Custom
Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. Thanks
Headers in Subfrom - Zoho CRM
Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different
CRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) Does
How to check if the sum of number fields match 100%
I have 12 fields (12 months) which contain a number. When I sum the fields in a formula field I see the total, but I want to be sure that the total is always 100 (%). How do I validate that, since you can't validate an formula field it seems.
Kiosk GetRecords can't compare formulas
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should
Office 365 or Outlook?
Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks
How to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM
A way to view the sales of leads conversion that were successful
Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead
Create Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
email Signature from Contact page not working
Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!
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