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 ...
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 sa...
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 workarou...
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 ...
I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in 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 featu...
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 m...
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and...
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 pro...
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 avai...
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 us...
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 is...
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...
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...
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 with...
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 ov...
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 sam...
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...
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