Create Deal Workdrive Folder
Hello, I have linked Zoho WorkDrive to Zoho CRM and have turned on the pre-set workflows entitled Change_Workdrive_Folder_Name and Create_Deal_Workdrive_Folder. I would like to create a similar workflow rule using the function in the rule, but since itUpdate a field by modified person name - Only When a specific field changed
In my custom module, I have pick list field called Approved Status. - Yes/No If I make any changes in Approved Status, I need an update in other field called Approved by – Here I need person name who changed Approval Status. Like modified by only thatThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veOffice365とのメール連携
Office365とのメール連携をしていましたが、Office365のIMAP廃止に伴い、認証情報が無効となってしまいました。 IMAP接続でメールを取り込んでいたと思いますが、引き続きOffice365からメールを取り込む手段はあるのでしょうか？ よろしくお願いいたします。Introducing Design on Canva for Social in CRM Plus
Hello everyone, We are excited to announce that we have integrated Canva with Social in CRM Plus. You can now create and edit designs for your social media without leaving the application. About Canva Canva is a graphic design platform that comesRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceHow to integrate Zoho Webform to React Application?
Hi All, We are using Zoho CRM plus and using Zoho webform on our WordPress Website, here's the link for reference: https://www.dynamicssquare.co.uk/ But we are migrating from WordPress to React Application. And when we are trying to embed the sourceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onAdding an Account Name to Tasks/Reminders
Does anyone know how to add the related account name to a task? When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is.Unified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicateThe New Zoho CRM Plus is here to stay from May 15th, 2018.
Last year, on November 1, 2017 - we released the New Zoho CRM Plus with an improved interface which offered a consistent user experience across all ten products. Since then, we have been testing and improving the New Zoho CRM Plus rigorously. The tons of feedback we've received from our customers have been immensely helpful to improve our product. We’re happy to say that finally - we are ready to jump into the deeper end of the pool. We are making The New Zoho CRM Plus as the default choice forHow do you resend users's email invites?
I've invited staff to our Zoho Projects but none of them have received anything (so this is first problem) and I need to resend the invite email but can't figure out how to...?Create, Manage and Publish on Pinterest from CRM Plus
Pinterest is one of the popular social media platform that people use to get inspired, share their ideas with the world, or to promote their business. You can add images (pins), and link them to your website. With over 444 million users per month, itUser Reports
There doesn't see to be any way to track users or generate user reports in Zoho CRMPlus. Ideally I would like this with agents in Desk. Examples: - User Activity Report: tells activities of a specific user over time, including most recent/last activityLive webinars for Zoho CRM Plus
Hello everyone, We're organizing live webinars every week to help you get the most out of Zoho CRM Plus. If you are in a trial phase of the product or if you're a new customer, these will definitely help you. They're available in the following time7 Years of Zoho CRM Plus
Hello everyone, Today, we are thrilled to celebrate seven years of Zoho CRM Plus. A huge thanks to everyone for showing faith and offering tremendous support right from day one. It all began in 2014 with the integrated offering of nine products toHow to add data from Zoho Analytics to Zoho CRM
I added a formula on Zoho Analytics that generates a value that I want to be displayed on a field on my contacts module on CRM. The info comes from an imported CSV file. I want to be able to display the result of the formula as a field in Contacts. PleaseSales Inbox Relation to CRM
I am wondering if there is any reason why sales inbox, or any time there is the social right panel/right panel information (e.g. Viewing Tasks, Sales Inbox Emails, etc.), it does not reflect the correct information regarding related "deals", which I haveCanvas Editor
I have tried many different ways to figure out how to manipulate and utilize the canvas option for records but seem to hit one problem after another from items displayed on the editor one way and looking completely different when viewing on-screen inIntroducing Canvas: A no-code design studio available in CRM Plus
Hello everyone, We have created Canvas for CRM, the industry's first design studio which can help you build an amazing user interface without having to type a single line of code. You can now access Canvas as part of your CRM Plus subscription. NowFREE CRM Plus Webinar - Full Product Tutorial - Tuesday, August 17th 10 AM PST - LIVE Q&A!
Hey everyone, Our monthly overview and best practice webinar for August is on CRM Plus. In this hour-long webinar, we will do a full product tutorial of CRM Plus and cover best practices when using this application. There will be a live Q&A at the endQUOTES // Function to update a simple field in agregate line items field
Hi all, In "QUOTES", I created a simple currency field (named TOTAL des AB...", API name "TabosMens") in the agragate region of line items. (see picture as my explanation in english is probably not very clear). How tu update this field through a functionAutopopulate information in different modules
Is there a way to autopopulate information in one module that was entered in another module. For example, you may have a piece of information that you need in two different modules. Can you setup a macro or something that would autopopulate the informationIntroducing new features and enhancements to Analytics and Social in CRM Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho CRM Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced self-serviceWorkaround Needed - Reporting on the modification of specific CRM fields
Hi there - I understand that it is not possible to report on the modification of a specific CRM field. Ideally, we need to report back to a client when a field has been completed or changed (collection or modification of email addresses). My workaround so far has been to add a date field - you add an email address and then you time stamp this addition using an added date field. I have seen reference to the creation of scripts or the use of workflow rules to overcome this inability to see fieldIntegrating Big Commerce with Zoho CRM
Does anyone have experience syncing customer orders from Big Commerce to Zoho CRM? Which app is best? Does anyone use Zoho Flow?Failed Imap integration
I am trying to integrate emails using the IMAP Integration. I keep on getting the message that a previous deactivation is still in progress and cannot continue the integration. I have been getting this message for a couple of days. Could you please helpExport Contact
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computerI want to add industry field in contacts ?
Industry field is there in leads but not in contacts.....how can i add there as i want to trigger some rules based on that....i want to use same industry set as in leadsHow to setup customer journey
Hi, I am new to using the tool. We are a hardware and software services seller. Our customers are large fleets and other businesses. We have specific steps from contacting the leads to delivering products and after sales relationship. After the sales,How do I add an email signature to Email Templates?
Hi Zoho, I am not able to add my email signature to some of the email templates I created, as I hit the 200,000 character limit apparently. I say apparently as it has said this to me a few times and when I redo it with the same content, I'm able to saveCreating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partner.Creating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partnerWeird "none" state in blueprint?
I'm struggling with this weird "None" state that is showing up in my blueprint. Contacts are being created via API in the 'Not contacted' state and if I turn off the blueprint I can confirm that they are being created in the said state. However, as soonAsk the Experts - Zoho CRM Plus
*"Ask the experts" is a live forum discussion that will be held on this thread. Starting from the time mentioned below, our panelists will be available for the next five hours, ready to take questions on CRM Plus and the built-in services. Since this is our first session on ATE, we have planned to keep the discussion general, without limiting your questions to select topics in CRM Plus. Whether you want to discuss the Admin Panel, CRM Plus's built-in services, deploying each service, configuringArchived Projects in Dropdown
We're still evaluating Projects but getting ready to purchase. One thing I've already run into is that while the Projects page (by default) filters our Archived projects, the dropdown at the top, right includes all projects even Archived ones. Am ICustomers with last invoice date 60 days prior
I am trying to develop a report or workflow rule or something that will give me all clients whose last invoice date is 60 days prior to the report run date. How would I go about doing that?Safari Browser Not Compatible with Zoho?
I am running the latest version of Apple Safari Browser V14.1 and all ZohoCRM Plus pages seem to lose the ability to scroll until I manually refresh the page (and lose any unsaved data). Are Zoho products compatible with the latest version of Safari?Editing System Defined Fields (CRM+)
I need access to edit and/or delete system defined fields. I need to customize the CRM in a way that makes sense for my business model. It won't even allow me to rename these fields. So I have fields out there that I will never use, yet they are takingSay hello to the new version of SalesIQ in CRM Plus
Hello everyone, We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2BNext Page
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The CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veIntroducing Design on Canva for Social in CRM Plus
Hello everyone, We are excited to announce that we have integrated Canva with Social in CRM Plus. You can now create and edit designs for your social media without leaving the application. About Canva Canva is a graphic design platform that comesRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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The CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicateThe New Zoho CRM Plus is here to stay from May 15th, 2018.
Last year, on November 1, 2017 - we released the New Zoho CRM Plus with an improved interface which offered a consistent user experience across all ten products. Since then, we have been testing and improving the New Zoho CRM Plus rigorously. The tons of feedback we've received from our customers have been immensely helpful to improve our product. We’re happy to say that finally - we are ready to jump into the deeper end of the pool. We are making The New Zoho CRM Plus as the default choice for