Zoho CRM gets a new email compose and lot more
Dear Customers, How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does theAssociate existing contact with Account
I want to associate an existing contact with an account but Zoho only gives the option to associate a new contact. If I want to associate a new Acount to a parent account I have a lookup field but not for associating an existing contact.Using Price Books
I'm having trouble understanding how to use price books. We have four levels of prices for each of our products (retail pricing and 3 levels of reseller pricing). What I'd like to do is have the ability to assign a pricing level depending on the type of customer. Here's what I'd like to do: 1. Be able to bulk add products to price books, this way I don't have to manually enter product pricing for each product/level. With 600 products that would be 2400 manually entered prices(!). 2. Connect an accountNO "ALL EMAILS" VIEW OPTION IN ZOHO CRM
Amazingly, Zoho CRM does not have an "All emails" view option in any of its modules (companies, contacts, etc.). So there is no way to track the email history of clients, suppliers, etc. in one view. Instead, it forces me to individually check all email views one by one: "Emails sent from CRM", "IMAP emails from contact1", "IMAP emails from contact2", "POP emails from contact", etc, etc, etc., in order to find an email, see the latest email, or track history. I have discussed this with several ZohoI'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. HowSome Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields eachConnecting Outlook calendar to Zoho CRM
Hi, I would like to connect Zoho CRM to my Outlook calendar (we use Outlook 365), so that if a meeting in the Outlook calendar is placed, it will show up in the Open Activities section of a contact in Zoho CRM? Is this possible? Best regards, MHow to report on Unapproved Leads?
We have lots of unapproved leads and would like to run some reports on these so that we can clean them up. There doesn't appear to be any way to report on these. When I go in the list of unapproved leads I have no way to filter. I don't even know howProfit Margin
Is there a way to track profit margin on quotes and orders? My company resells products. Below is what I am trying to do. Is this possible? When I load an item into the Price Book, I would like the ability to load my acquisition cost as the baseline cost. When I create a quote, I would like to have see the acquisition cost, and have a seperate field where I can enter the cost I will sell the product for. Then, I would like Zoho to auto calculate the $ profit and profit margin for each quote.Filter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, RuiFilter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookupFilter Account Lookup based on preivous look up of Parent Account
In accounts module ZOHO CRM provides a parent child relationship capability. I would like to add to Deals module 2 lookups - the first lookup pulling from Accounts (this is easy) and the second look up also pulling from accounts but filtering based on the fist lookup and only displaying accounts that are a child to the value in the first lookup. Can you provide guidance on how to set this up?Add the Lead Image to Email Template?
We have a "New Lead Notification" email that is sent out automatically when one is created. How is it possible to add the "Lead Image" to the email?Adding photos for users from Admin account
Is there a way to add photos for user accounts from the administrative account? Or can this only be done while the user is logged in, then going into their profile?Zoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quiteMulti-Select Lookup
I'm using python sdk 3.x.x I can't find documentation on how to update Multi-Select Lookup in a record ro = RecordOperations() request = BodyWrapper() record_list = [] record = Record() record.set_id(record_id) record.add_key_value(record_field, '??')Error al insertar un nuevo valor en una campo de tipo lista de selección
Buenas, Estoy intentando añadir un nuevo valor a un campo tipo lista de selección y me muestra el siguiente error: "La opción de la lista de selección que ha especificado ya existe como valor de referencia de opción que está en valores no utilizados.Copying/Converting Data from One Module to Another Module along with Notes
One of my client has more than 15 Module and he wants to move Convert Data from almost Every Module to all other Modules. To avoid all these tedious tasks, I created a generalized Code to Convert from One Module to Another Module. All you need is to change source_module and dest_module names and create a parameter of module_id. Also need to add some fields if there is a change in Field Name and what you dont want to copy information. (upto Line 24) I added as many pieces of information I can to describePick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changesQuotes - Formula note working
Hi, On any quote when I'm editing the total formula works normally, but when I save it the result (value) disapear. Can you check it please? I created new formaila field to test, the same. tks NonakaIncrease task reminder prominence
Hi there. I set a reminder and it works but it is very subtle and only visible on the Zoho tab. Is there a way to make the pop up louder and pop up outside of the tab?Is it possible to use module field filters via URL parameters?
It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: MyFunction to divide full name into first name and last name on leads entered from email parser
Many of the lead sources seem to prefer full name verse first name and last name. I have to go in currently to divide them and looking to accomplish this automatically. Tried the other function mentioned previously but it did not seem to work.any way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field onHow to automatically send an email to a contact when a contact is created or updated?
Hello, After searching for 2 hours and not finding a clear, straight answer, I thought I would ask : How do I start a workflow that sends an email when a contact is create or a certain field is updated? I can't seem to find a solution that does something5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existingConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Date result based on date + number of months added
I tried to have a look at an example that was posted but I'm really sturggling with it and hope I can get some community assistance. I have a "Service Start Date" field in Deals and I also have a "Number of Months" which is simply how many months theHow to Find and Merge Duplicate records in Zoho CRM
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we needZoHo CRM Task created from ZoHo Desk ticket?
Hello, I have searched the forum and did not find a clear answer. I apologize if I missed it. I am looking to see if there is a way for a ZoHo Desk ticket to become a CRM task. I have the intefgrations on and it is pulling the tickets in and matchingZoho Mail and TFA Office 365
Hi Team We recently added TFA to our Office 365. I'm following the TFA guide on Zoho's help documentation to generate an App Password, however that password simply does not work! Any tips?Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.Can we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with any of ZOHO SUITS...?? or can it be done using APIs...??Custom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. ThanksWidget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaiseNeed pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as paramsZoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks forCannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, INext Page
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Announcements
Zoho CRM gets a new email compose and lot more
Dear Customers, How many of you have waited to set a default font size and font family whenever you compose an email in Zoho CRM? How many of you have desperately needed an email draft within Zoho CRM? Won't it be better if the compose window does theSay NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.Zoho CRM Plug-in for Microsoft Outlook EOL on August 31st 2021
Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to addCanvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
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Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field onAutomatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedlyUsers are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users thatShow a count of new contacts this week on dashboard
For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achievingCalls Workflow Triggers
So I have been watching a tutorial about Calls workflows and I do not have the trigger options that are in the video. As you can see below, there are triggers for missed call, outgoing call etc. This is clearly an older version of Zoho CRM from 2020
Sticky Posts
Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byIntroducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User'sCommunity Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
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