Create an alias for multiple users
Hi there, You've been of great help for all my issues so far. And I'm grateful for that. I hope you can help me with one more issue. I want to create an alias for more than one user. The reason for this is so that multiple users can see, reply to and store incoming and outgoing messages to that alias in such a way that all actions made by one of the users can be seen by all the users of that alias. Is this possible? Thank you! Kind regards, Hashim
Bilder der Formen | Kontakte exportieren
In den Firmen haben wir Logos (Bild) und bei den Kontakten Fotos (Bild) je Datensatz hinterlegt. Wenn wir die Datensätze exportieren wollen, dann werden die Bilder nicht mit exportiert. Bei Artikeln ist es ebenso. Wir exportiert man die CRM-Daten mit
Pulling subject name from deals to custom module
Hi there, i want to pull the subject name from deals to another module which is a custom module so that i dont need to type out the subject name everytime i create the delivery order in deals module. This is the picture of inside the deal module, before
Target lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?
Assignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho social
How to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation page
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
Creating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function does
Email Template Builder: Cannot Change Color Of Bullets Or Numbers
Just wanted to share a bug I found in the Email Template editor: if you use a bullet list or a numbered list, the color of the numbers or the bullets does not change when you change the text color. It's particularly painful when you use a dark background
Deluge Issue
Hi Zoho, I am not sure if zoho change something for deluge. Now when I am trying to get User information, it will return me null.
Set up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you
Email template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied that
Sign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. The
Kanban view for tasks?
Hi there I'm a Zoho One customer and want to know if there is a way in ZohoCRM or other Zoho apps to do the following: 1. Create progression/stage boards like in trello 2. Be able to list it as contract sent - client signed up - Case reviewed - documents shared - case finished and then put customers into either stage depending on how they are progressing 3. Within the tile for each customer within stage I would like to be able to have a note added i.e. Case reviewed but concerns about ABC or other
Picklist & overdue color coding on Tasks Module
Hello, Requesting the Tasks module have color coding for picklist fields. Also requesting if there can be an option where overdue due dates can be highlighted in RED. Requesting this for Kanban, Listview, and Detail view of Tasks. See example on Kanban
Related Records Max Limit?
Hi, quick question. let's say i have the leads module and contacts module, and they relate to one another in that I can link records between each module. what is the maximum number of leads can i assign to an individual contact? or vice versa, what is
Calls are overwriting fields information
I have this problem : when a customer calls the service line tracked by Call Tracking Metrics, the existing lead information is updated. How can I prevent certain fields in the lead record from being overwritten, regardless of the source (e.g., phone
Send an Email Template from Different Email Address
I have a number of different emails that I want to use to help with allocation of Tasks. When I create a Form and a Customer responds, I then use certain email templates to respond. Options I have to respond could be noreply@ admin@ just as examples.
Can you view who "opened" Zoho CRM Cadences?
Hi there! I know there is a way to track how many people opened the email you send through Zoho CRM sequences, but is there any way to track who opened the emails that you sent. I've tried viewing statistics through the specific email, as well as "show
How to classify dropdown field values?
In Deals we have the stage dropdown where every value can be classified in "open", "closed won", .. etc. How can we have that for custom modules? Long version for context: We have different stages for a custom module like "new record", "testing", "setup
how to get construct URL from a photo uploaded in photo field using function?
I need to make a function that can be used in workflow rules. when a photo is uploaded in a field (image upload field) then I need to get a string URL of that photo and assign the string to a new text field. I need to make something like this, because
Automatically attaching Lookup fields
Hello, So, I am trying to automate the attachments of lookup fields depending on the program that the contact is assigned too. There are 3 possible options for programs and then each program has multiple faculty that it needs to link too. So I need them
Create data sharing rules to share related module records based on parameters of the module
Hi, How can we change the invoice's owner? I've only one invoice which have been created by my admin account, and it is the only my users can't see into the Zoho CRM ( with Zoho Finances integration). The only difference i can see is the owner. Thanks
Why is the File Upload field limited to 5?
I am trying to set something up where my customers can upload the files required for onboarding them via Zoho Forms, but I discover that I am limited to 5 fields. Our customers need to upload around 10 different documents, each of which I would like to
Rearrange transitions in the blueprint visual editor
Hello. I suggest enabling the ability to move transitions in the blueprint visual editor, using drag and drop. Currently it is only possible to move states; transitions are localized automatically (although not optimally). This would help with a better
Lead Name
I am looking for a way to show a Company, as a LEAD NAME. We are a B2B company, and 90% of our LEADS are businesses...not individuals. We have a list of companies, with no contacts...I could potentially trick Zoho by populating the LAST NAME field with
Deleting fields with dependencies
I'm looking to a proper clear up of our Zoho CRM by fully deleting old custom fields. I know how to do this without impacting my Zoho Analytics data but I'm trying to find a way to identify if these fields have any dependencies within the CRM itself -
Form et Wordpress
Bonjour, J'aimerai savoir s'il existe une possibilité pour garder une trace d'un formulaire Zoho dans son compte Wordpress ? J'ai "embeded" un formulaire Zoho sur une page de mon site Wordpress, et lorsqu'un utilisateur est connecté, qu'il utilise le
Add a password to a zoho form with data from the CRM?
I want to insure the intended recipient is the one filling out the form, I'd like to have a "password" for them to enter. I use the term password here loosely. For example, we capture our customer's birthdays, So having them enter their birthday and last
How do I customize columns when searching to add related records
When adding a product to a record, there is no easy way to customize which columns are shown, and the only way to search is to use the product name. Luckily for me, I get the columns I need and I can find the product just fine. But some other users don't
Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvas
Module formula field Output zero if one of the fields in the formula is blank
Hi All, Hoping this is an easy one for someone to answer, I have the following calculation in a formula field (${Products.Trade Price}-${Products.Wholesale Price}) This works fine but if the Wholesale Price is not set I need the output to be zero. At
Zoho Form error: Update Record - Failed to push as the required 'Zoho CRM' field was empty.
I have a zoho form with crm integration. I send the form from the crm by clicking "Insert Template" -> "forms link" from the email editor. The link text that's inserted is in the format of https://forms.zohopublic.com/<myorg>/form/<formName>/formperma/<someID>?crm_entity_id=<contactId>
Dynamic Maximum Subform row entries
Hey! We need to have Subforms that have a dynamic number of maximum row entries based on a field inside the record. Is that somehow possible?
Zapier won't retrieve assignment rule
Hello there! We're trying to automate the process of sending the client info from a landing page (unbounce) to zoho crm. Everything seems to be working fine except for the assignment rule. It doesn't show up in the automation fields.
How to associate a Contacts record with multiple Account records?
I googled to find a solution to this before posting the question here but am not sure if the information I came across is the latest one. I want to be able to associate a Contacts module record with multiple Account records. In my Accounts module, I have
Email deliverability
Good morning, I would like to send newsletters via ZOHO and therefore want to take care about the DMARC topic, which i unfortunately have no Idea about it, can you help here? I attach the message I´ve received as well to this request. Looking forward
Bulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.
How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk. Basically, I want to find all Contacts who meet Contact Criteria 1 whose
Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that gets
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