Writing EMAILS
You guys need to revamp your email sending. 1. Its not good that you gray out the CRM lead that we need to reference when sending the email. WHats up with that? I can't look stuff up. You should pop it on a top pane or right pane. WITH ability to scroll
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
Create case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
Email support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including mass
Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for
Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could
[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Simplest way to test for success/failure of updateRecord?
Hi I am wanting to check the response to an updateRecord call in a custom function invoked by a button to signal success or failure. update = zoho.crm.updateRecord("Forms",recID,updateData); if (?????????) return "Success"; else return "Failure"; What
Customizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and custom
Price book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them
Is there a way to access a related module's fields in a formula field?
Let's say you have a 'Student" module and a "Classes" module. Within the Classes module, there is a "name" field and also an "grade" field. In the "Student" module, is it possible to create a formula field labeled "Math Grade" that retrieves classes named
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
Zoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know if
In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales
Cancel free trial
I want to cancel my free trial
Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.
Client Script - Simple popup if a field is not filled
Hi, should be simple but I'm quite a beginner at script : I have a field that I don't want to make mandatory, but I would really like to encourage employees to fill. My goal is to show them a popup when they save a contact (initial save + all the saves
Layouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,
IF Formula
Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above
ZOHO Campaigns - Updating Records and New Records Based on Criteria
I am creating Campaigns in ZOHO CRM using criteria. Our criteria are very standard in the company and do not change. 1st question When I update contacts or fill in missing information in the records of Leads/Contacts that are in the Campaign will ZOHO
Multi-Select lookup field has reached its maximum??
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 see that you can only create a max of 2 relationships per module? Is that true?
Is it possible to have checkboxes in the document and print only those items that are checked?
On Zoho CRM, we have a document with a list of all the necessary items. Depending on the situation, we need to be able to turn off/on individual items when printing. It would be ideal for each item to have a checkbox and for the document to display only
Add Campaign to CRM Contact
Hi, I've been trying to add a campaign to one of my contacts in the CRM. The e-mail address linked t o the contact was outdated, so the campaign answer (it is a survey campaign) is not being updated in the record. For this reason I want to manually add
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
How to Show Price Per Item After Discount
I would like to be able to show price per item after discount on a quote. I can't seem to find a way to do this either through custom workflows or through Price Books. For example I would need to show something like this on the quote: List Price: $1000
Colour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
Browsers report insecure email links sent from CRM [mailer2.zohoinsights.eu]
Sometimes our clients browsers block: I personally cannot replicate this behaviour. In other cases internet provider's firewall blocks the redirect and the message looks similar as to the one in the browser - it literally suspects mailer2.zohoinsights.eu
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Activity feed for every update on modules
Hello community! Is there a way to create a live feed of what my team has been updating recently? I am talking about: updates on leads fields updates on accounts fields updates on deals fields updates on activities (meetings, tasks etc) Have it show as
Not all products showing up in Quotes
Hi Support, I have a ticket with you but not until next Wednesday (the only other times before Wednesday were after work hours and in the middle of the night). Unfortunately, I cannot wait that long for some help. We noticed that the quotes page was reformatted.
How to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi
Can I add Conditional Mail Merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Can Canvas do Kanban views?
Can Portals or Canvas do Kanban views? I can't see an option for it. It's almost useless without Kanban
Easily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Cost Allocation
How do i allocate additional cost of duty and clearance to multiple items in same purchase order
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Client Script not working in production but fine in sandbox (ZDK.Apps not working?)
Hi, I have created Client Scripts that worked fine testing in a sandbox environment but that throw an error in production "cannot read properties of undefined (reading 'Deals')", which I believe is an issue using ZDK.Apps in production. Can you help
Next Page