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57
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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 tas...
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30
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I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoH...
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Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to gro...
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19
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Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Ind...
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We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone ...
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4
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Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of ...
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3
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Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
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2
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Hi, This is the second time I'm facing this user experience problem. I hope you might give some insight on how to either do or explain colleagues / clients. A sale person is r...
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I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
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8
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is it possible to add home page or dashboard in CRM customer portal?
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  • 20 days ago
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15
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Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly...
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77
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I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Seco...
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I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a re...
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Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While thes...
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I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meani...
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6
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I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call b...
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I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process...
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4
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Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) W...
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8
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Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organizati...
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11
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Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or s...
Under review
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