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Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For e...
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Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the s...
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45
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Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I ...
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90
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We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from m...
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We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email ...
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Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the...
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21
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Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can ...
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Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English languag...
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14
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Dear Zoho SalesIQ Team, I'm writing to request a new feature that would enhance WhatsApp communication management within the 24-hour window: the ability to reopen and continue...
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40
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As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The...
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39
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Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it s...
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33
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Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom ...
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24
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How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool ...
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We don't have a native way to cross-post to Telegram channels. Did anyone find a way around it? I checked Zoho Flow - but Telegram isn't there. Maybe some 3rd party integratio...
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I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to ...
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180
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I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Team...
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Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Cu...
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26
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Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client...
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I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The ...
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25
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If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and...
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