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 takingSafari 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?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 comesSay 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 B2BWeird "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 soon as I enable the blueprint, the initial state is being ignored and the Contact state becomes blank/none. How do I get the blueprint to start from the 'Not contacted' state?Do CRM Plus and CRM Ultimate have identical features and limits?
Do CRM Plus and CRM Ultimate have identical features and limits? Feature Availability | Zoho CRMLatest updates in Social to elevate your social media marketing
Hello everyone, We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates. Video marketing Integrating YouTube Youtube can now be integratedFields not mapping from Contacts -> Deals
Fields are not mapping from Leads/Contacts/Accounts to Deals when they are created. I have setup the address fields to map across leads/accounts/contacts/deals. When a new deal is created it never brings in the company address info, so it has to be reenteredCustomers 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?Your email marketing automation with Campaigns just got better!
Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automationZoho CRM Plus
I have noticed you have a new Zoho CRM plus user interface, when will this roll out to existing Zoho enterprise customers? I am in the Zoho one programme.Add new related list to see the emails with the same subject line structure
Hi, We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily. I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, EnginSub Forms are a great addition - can we use custom functions
Well done Zoho, the sub forms in Modules is great. I was a client today and this provided a perfect solution to the problem. I'm interested to know if there are any limitations around custom functions using data from Sub Forms?Not getting notifications when lead is created in Zoho CRM
Hello, I have a contact form on our website to capture leads. When a user fills it out and a lead is created in Zoho CRM I do not receive a notification. Could you help me figure out why I am not receiving notificaitons?Archived 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 I missing a setting, or?Introducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in anyExporting Contacts
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computerWhat are the limitation to people on the project that are NOT a register users?
We have been using 5pm as our project manager for years. Since we added CRM Plus we are concidering moving our project management to ZOHO projects. Is there a limit to the involvement of non registered users of ZOHO. We a majority of our projects and tasks that require outside collaboration with customers and vendors. What can they do and not do in Projects?Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andComing soon: Zoho CRM Plus workshop 2020 - United States.
Dear customers, The Zoho CRM Plus workshop for 2020 is back in the United States and we can't be more excited! 1) When and where is this happening? We have planned our workshops across the following four cities: Los Angeles | Jan 27-28, 2020 Chicago | Jan 30-31, 2020 New York City | Feb 3-4, 2020 Miami | Feb 6-7, 2020 2) Why attend this workshop? This 2-day customer experience focused workshop is aimed at helping you,Ask 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, configuringI want to subscribe for Zoho CRM+ - But no one from your sales team seems to be interested to contact to set up a demo (Even after multiple follow ups)
Hi Team, I would like to know more about Zoho CRM+ features and very much interested in subscribing. I have been trying to get a demo sessions scheduled since 16th Dec 2019. Every time I contact some one over the phone or chat all i get to hear is someone from sales team will contact, which they did and after asking my details like my location, etc etc etc they went silent. All I need is a demo sessionMS PowerApps Custom Connector
Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.Live Chat
Is Live Chat working?New in Zoho CRM Plus - October 2019
Hello everyone! This post is a summary of the recent updates made to Zoho CRM Plus, aimed to help keep you up-to-date on all new and forthcoming changes. You can read through to learn about the latest updates added to different parts of our platform, such as CRM, Desk, and Social. Find out all the new ways you can utilize Zoho CRM Plus as a customer experience platform for your business. CRM 1) Fine-tune your configurations in Assignment Rules a. Selecting users based on set criteriaZoho CRM Plus steps into its 5th anniversary!
Dear customers, In this time of gratitude, we would like to thank you all for your immense support throughout our journey towards providing businesses the ultimate 360-degree customer experience they deserve. We value your presence and appreciate your confidence in us throughout these years. From our start as a bundle that brought products for customer-facing teams together to becoming the most integrated and unified customer experience platform, we couldn't have done any of this without you. ThankFilter bounced e-mail
Is there a way to add a filter to Leads and Contacts for e-mails that have bounced in a "campaign"? We have dozens of bad e-mails from our last e-blast.Ammending Quote Layout
Hi The quote layout seems to be determined by Inventory Layout > Quote Layout I can't see how to edit the quote layout? The normal edit page does not let me have full access to the Product Section and other information does not show on the Quote printout I am getting ThanksSave files directly to account
We do a lot of work that generates spreedsheets and pdf for clients. Right not we save it onto computer then upload to CRM. I there a way that we can save this directly into the account saving the step?webform automation workflow
Please confirm how to do this automation/workflow with web-form to crm to generating a draft email template: Utilize an existing GoogleDoc form to create a web-form that automatically populates fields within lead,contact, account and/or Deal records in Zoho that then generates a draft email template utilizing pre-specified crm data. (that triggers a task to quality-check and/or automatically send)Sales IQ Lead & Contact
Sales IQ difference between Leads & Contacts, can you track both or can it only be set up for one or the other?Leads & Contacts One View
Can you create a view with Leads & Contacts on it ? For example plan a trip and you want to see everyone that lead or contact in one viewTerritory Management
Can you create territory management from a lead or is it only accounts?Account Type Filed
Changing the Account Type field in an Account record, can the change force an updated to the account type field to all of the connected contacts?Getting Leads Section back
I did not think we would be needing this and in cleaning up the tabs I removed it. I can not find any resource to get it back. Help!CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 3. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?Zoho CRM activity
Two basic questions. 1. Is there a way to make an Event as completed? 2. When your adding a task, event or call and your associating that action with an Account that is not in the CRM you are given the ability create a new Account. But is there a way to tie it to a vendor or create a quick vendor?How can I assign ZohoMail as Email-Program in Google Chrome Browser?
Hello all, I am using Zoho Mail for a long time and now as a part of Zoho CRM Plus. It's great. I want to make use of ZohoMail as often as possible, but Google Chrome always opens Outlook whenever I click an email-field inside ZohoCRM. How is it possible to configure CRM, ZohoMail and Google Chrome in a way, that I can finally can get rid of this problem and use it as one app? Best Regards RüdigerFunction working while editing, not as a button
I have a function that is using information from a Sales Order. I have an argument passing the Sales Order ID (as SO_Number) to the function which I use to look up the Sales Order like this: condition = "(SO_Number:equals:" + SO_Number.toString() + ")"; mySalesOrder = zoho.crm.searchRecords("Sales_Orders",condition); ... Do a bunch of stuff .... The thing is, when I'm editing the function and I use the "Save and Execute" button and I enter a valid Sales Order ID manually, it works fine. But, whenEmails reporting as 'Opened' when opened within Zoho CRMPlus
We've been using SalesInbox within Zoho CRMPlus, and have noticed that when an email is opened within CRMPlus, it's recorded and notifies as 'Opened'. Is there some way to configure CRMPlus to not do this for emails opened within itself? This is producing a large number of false positives - I don't know whether a Lead/Contact has actually opened an email, or someone else within the organisation (like myself) has. I'd think this behaviour also skews the statistics for templates - has that templateNext Page
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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 comesSay 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 B2BLatest updates in Social to elevate your social media marketing
Hello everyone, We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates. Video marketing Integrating YouTube Youtube can now be integratedYour email marketing automation with Campaigns just got better!
Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automationIntroducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in any
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The 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