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Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@...
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Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, wh...
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Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM
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Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could ex...
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When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have ...
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It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions....
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Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize th...
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Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
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Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a s...
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Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community ...
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Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/...
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I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to th...
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merge duplicate products
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The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow...
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Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects a...
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From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'C...
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In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without pop...
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Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is ...
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Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home pag...
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