Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don'tDrag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.Use URL field to populate Image in a Email Template
We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctorIf checkbox is ticked, make file upload in the Attachments section mandatory
Hi there, I was wondering if it is possible to make a file upload in the Attachments section of an Account record mandatory after the user has ticked a specific checkbox in the very same Account record. I would like the user to be drawn to that sectionAnnouncement: Canada In-person Zoho User Group Meetups - Stepping Up Your Customer Experience Game
Hello, Zoho Community! We're elated to announce the next leg of Canada Zoho User Group (ZUG) In-person Meetups. Upon collective feedback from our users, we've curated an engaging agenda to provide practical solutions for seamless customer service, andDiscover and manage duplicate images with Zia Vision
Hello everyone, We are thrilled to announce the release of a new feature in Zia Vision: Duplicate Image Detection. This will help you identify duplicate facial images within a module, enhancing data accuracy in your CRM. What is Duplicate Image Detection?Field of Lookup in CRM
Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—nowEnhancements to ensure better email deliverability in Zoho CRM
Dear all, We're excited to announce a series of updates aimed at enhancing email authentication and verification processes across Zoho CRM and other Zoho services. These changes will help ensure better security, compliance with industry standards, andHow to add a lookup field with multiple values to a module?
Hello, I am trying to add a lookup field in the Campaigns module to connect a Campaign record to multiple Account records, just like I can add multiple contacts to a campaign, I would like the ability to add multiple accounts. How can I do that, or dozoho crm
Im having some doubts in zoho CRM sales ,want to know about the full workflow of sales in zoho please assist me in this with schedule a demo session about zoho sales . Looking forward for your response.Zoho CRM Client Portal multi domin mapping
I am a Zoho One user. Because I have placed multiple functions in the Client Portal, I want to set up two Portal URLs pointing to the same Client Portal. However, when I activate the second one, I encounter the error message shown in Pic 2. Pic 1. PicEmail template using HTML to format
if I copy the HTMLand paste into the editor- it just shows the html text. Some way I can get an html email with colored backgrounds, columns and images into a template? Or is it best to attach my email as PDF and let the reader choose to open the pdfSticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!Sorting in CANVAS view
I have a Canvas view created in CONTACT and COMPANY Modules. I have the related tabs set up but cannot Sort. Example: DEAL TAB has 12 deals n the example below. I want to have the option to sort by Created time or Event Name Is this possible and I needCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Is zoho CRM down right now?
Saw this on Twitter "Hello Everyone! I apologize for the inconvenience. There is a Zoho CRM outage, and our developers are working on it. In the meantime, you can access your CRM account at https://crm-ro.zoho.com. " We tried that, and it isn't any better.Client Script Event onTagChanged
Hello, I'm attempting to use the Client Script Event onTagChanged on a custom module canvas detail page. The odd thing is that the client script only triggers when we remove all tags vs. add one, or add another to an existing one on a record. The codeKaizen #70 - Client Script Support for Wizards
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss the recently added Client Script Support for Wizards. What is a Wizard? A Wizard in Zoho CRM helps you divide a long form into a series of screens. You can alsoEmail Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.Issue with Embedded Report Not Retaining Filters/Sorting/Grouping on Refresh
Hi, I’m encountering a significant issue with embedded reports. While filters, sorting, and grouping are saved in browser cookies and correctly applied when reloading the page, this functionality doesn't work for embedded reports. It seems that embeddedis there is any way to make date filed and to know if there any event on the date when i fill it ?
i want to make in Lead a date filed and to know if there any thing on the date from google calender when i fill it if there is somthing the CRM will make an action - change the lead name to somthing eles if there noting - it will continue as usualHow to track revenue from variations?
As a company working in Architecture and construction, a considerable fraction of our revenue is derived from additions to existing project contracts. Currently we have no way of tracking these variations in Zoho, so they throw off our pipeline and revenueDisable MFA not working anymore
Hi! I had a few users in Zoho CRM that had MFA disabled on their account, including the super admin account. Since a few days ago, all of a sudden the MFA is enabled again and I cannot disable it anymore - even though it says "MFA disabled successfully"How To Manually Log Received Emails?
Hi, Because of internal IT issues, I need to manually log inbound emails from leads & contacts through the Zoho CRM user interface. I cannot, for the life of me, see how to do this. I can send emails from Zoho and I can forward emails to Zoho usingPrimary deal stage controlled by sub-deal/related list?
I am a materials supplier in the construction industry. In our scenario, each construction project (Deal) will have multiple products and the status/stage of the product will influence the construction project's stage. Details: The Primary Project hasZoho mail and CRM sync?
I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulnesshow to delete an organization in zoho crm?
I have created an organization for practice purpose but i now i cant delete it. I am selcting organizations going to manage but all i can see is the names of the organizations i created.. not the more button or other options. can anyone help?How do I use the RefreshToken when the Token expires
How do I generate a new token when the current token expires? I tried it on Postman but encountered an error. { "error": "invalid_code" }Add views to new CRM UI navigation + Unlimited Webtabs
Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to putZoho CRM Classic Open Tasks View
Classic View has its own form of Open Tasks window. It shows colored due date and gives possibility to "tick" the activity. Is there any way I can create exactly the same "Open tasks" window in my own customized home page? My custom "open tasks" windowis there any way to cancel in Leads "last name" as mandatory ?
i dont need to use this section is there any way to cancell it ? Moderation Update: There is an ongoing discussion on the same in a different post. Our product team has analysed the comments and regularly share updates on the progress. We request youTask reminder with custom function
Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder? Thank you for your tips!Require freelancer for CRM customisation
Hi, I am looking for a freelance Zoho CRM developer to customise it for our organisation. And integrate it with couple of other Softwares we use. Prefer people from Mumbai or Vapi area. I can be directly contacted on rrahul@akar.co.in Regards Rrahul HansukaZoho CRM Documents sync with Zoho Mail
I wanted to put in a request for the Zoho Mail add-on for CRM to have a sync with the new Zoho CRM Documents so I could download an attachment from my mail directly into Zoho CRM Documents AND/OR a sync between Zoho CRM Documents and Zoho Docs which already syncs with Zoho Mail. Thanks NolanFully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the securityCreating a parent-child relationship between modules
Hello, I have a few custom modules all attempting to use the Email related list exactly as the Accounts module does (showing in the Account all emails sent to the contacts associated with it). It is my understanding that this does not work the same wayQuickly send emails and sync conversations with custom email addresses in CRM
Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for allTroubleshooting an automated workflow email - usage stats not matching
I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active JobNext Page
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Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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