Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleExport a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields couldOverride Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereBulk Add notes
I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able toLast Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both andTransfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything. Moderation Update: I'm locking this post as we have provided a possible workaround to achieve this case: transferring contacts back to leads. continfo = zoho.crm.getRecordById("Contacts",Integrating Quotes with leads Information
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the QuotesAMP HTML in Email Templates on Zoho CRM?
Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email templateInclude Old and New Field Values in Webhook Triggers for Zoho CRM
Dear Zoho Team, I hope this message finds you well. We are currently using workflows within Zoho CRM to send webhooks to external systems when an email address in our custom module is updated. While the record timeline in Zoho CRM displays both the oldCustom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,Crypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it hasSync Mac Address Book with Contacts in Zoho Business and/or Zoho CRM
Is there any way to sync the Mac Address Book with the contacts in Zoho Business ? Same question for Zoho CRM. Thanks, EdLinking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,Zoho CRM / PhoneBridge and Asterisk Server Integration
Hello, Some time ago I made the investment into an Asterisk PBX for my business. This choice was do in large part because of the significant discount I could get with rates over wholesale DID trunk lines and and several of the flexible ways that I couldundo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?Change Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.Inventory templates for Products
We require printing the products we have with special formatting but currently it is not possible to create or select an inventory template to do so. Inventory templates exist for invoices, etc, but not for the Products module. Is it possible for ZohoCustomized Activity Types
Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?Changing a quote status when converting a sales order.
I would love to see that when you change a quote into a sales order that the status could change to Won.How to delete or change stage history?
Hi, I saw previous posts where people was asking about it but the answer is not clear or very old. I have the hope that could be posible now. I modified a potential wrongly and the stage history is affecting my reports. Can I delete it or modify it? Thanks in advance. DennisCRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous TabsHaving folders within file attachments in Zoho CRM?
Hi guys, anyone got any ideas for organising file attachments within the CRM? It gets pretty unmanageable once you have more than 5 attachments linked to a single record. Documents would work except they don't seem to be linked to a single record. --Can I undo blueprint transitions?
We're using a blueprint to move deals through a pipeline. Now and then we make a mistake and move the item to fast to the next stage or to the wrong stage. Is there a way to undo blueprint transitions? (not building an undo transition for every stagTracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when createdHow to make "File Upload" field required
I am trying to require a file upload field to have something loaded in it. I do not see an option to "require field." How do I do this for a file upload fieldSubform data via related list REST
to my best knowledge, it is not possible to access subform via a related list REST API call: https://www.zoho.com/crm/developer/docs/api/v3/get-related-records.html here is an example REST GET list call: curl "https://www.zohoapis.com/crm/v3/Deals/4876876000000376008/myrelatedlist?fields=id,mysubform"Zoho CRM Android App
Any plans on making Zoho CRM an Android app as well as an iPhone App??Add :contains: search query term to Zoho CRM widget SDK
Hello, a frequent piece of feedback I'm getting from users of custom widgets I have built is adding the ability to search for a record using contains/like instead of equals or starts with. Starts with as a filter logic works great when the value beingUnique email link
Hi, We just migrated to Zoho CRM from Lotus Notes, and one thing that we're really missing is the ability to share a link directly. This means that I can share a link to a colleague which would take them directly to the mail in question. I found no waysModule Tasks, Close Task Button
When looking at a task, there is a green button to "Close Task". Is there any way to remove/edit this button or edit permissions for this button?Lookup field, autocomplete view showing only primary field value
How do I change what value that the Lookup field shows in the autocomplete view? As far as I can see only the Lookup Module's primary field is displayed, and there is no way to change it. Currently I'm testing Zoho CRM for a klient and trying to makeAssociate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regardingDefault Reminder Time in New Tasks or New Event?
Any way to change this from 1:00am? Thanks, GaryDisable the Calendar pop-up on Date Fields
Hello, Would love the option to disable the calendar pop-up on date fields. This would be a helpful setting to have when adding the date field to a layout in any module. Not all date fields require the need to see a calendar - specifically on sub forms."Modified By" information from Administrator after clicking a Button or Workflow.
If a User clicks a customized Button and/or run a Workflow that runs a custom action the Modified By information is from the Administrator. If a User triggers a Workflow, Custom action or any automation, the Modified By information must be from the UserHow to assign a task to multiple users?
Hi, We are evaluating Zoho CRM. Now there is an issue in task assignment. It seems that the task can be only assigned to single user, but we may need to assign a task to 3~5 users. How can i do that? Thanks! JustinStage History Modified Date
I am trying to create a report which pulls all the potentials that had a change in Stage during the past week but the Stage History Modified Time is not an available column when creating a report. Could you please add this to the list of fields available in the Reports section in Zoho CRM? FritzStar Rating for Contacts
I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.Fax Service
Are there any plans to host a fax send/receive service alongside your mail hosting service? Being able to send & receive faxes to/from Z Docs/z Mail would be most useful. Thanks LukeNext Page
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Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
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Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingFrom Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withZoho Flow Credits
Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder toCan I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to getCreating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
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Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
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