Mass or Bulk Delete Emails/Email History
There doesn't appear to be a way to mass or bulk delete emails or email history from Zoho CRM. This would be a great feature to add to better manage our data. If an email is 3+ years old, it really serves our business no more purpose, so we would prefer
How to change CRM IMAP Server Parameters
I had set up my CRM to use my hosted Exchange provider and everything worked great but recently I switched to Office 365 and I cannot see how I can change my incoming mail server. The outgoing server I can highlight the values that are there and then change them and save but the incoming seem to be locked and I cannot change anything. I considered deleting the IMAP setup and starting over but then got a big warning that a lot would be deleted so I figure I'll ask here first to see if there is a
How to Highlight the changes in fields
Whenever we are using workflows to update the values in a field or many fields, how can I highlight those changes for a few seconds so that the user who's performing the action, can see it's actually working. Also, when highlighting, where can I have
Sending a PDF Mail-merge template via Work Flow
Is there a way to create a PDF mail-merge template that can be sent out as an attachement via workflow?
Skipping Account creation in Lead Conversion
My requirements is a new opportunity in an Existing account, I wanted to start from the Leads module. In the Lead conversion, I wanted to skip Account Creation, as the account already exists. Is it possible ? If so, how ? Appreciate the support. Thanks,
Create project through automation
I have integrated our CRM with projects. I want a project to be created when a opprotunity is won. Is this possible? I looked through the automation and it seems to only create tasks within the CRM. Am I missing something? Thanks Dave
Quickbooks Desktop (Enterprise) sync with Zoho
Is there anybody that has successfully setup a sync feature with Quickbooks Desktop Enterprise and Zoho CRM? I would like to have financial data in Zoho, such as total invoiced ( from QB ) for the year, Contacts that we have sent estimates to ( from QB ) How is this possible? I have looked at Zbrain, but can't get it to sync even basic contact data. Any tips?
CRM Campaigns versus Zoho Campaigns
Hey, Can anyone tell me the difference between Zoho CRM Campaigns (listed as Marketing Automation in the feature comparison below) and Zoho Campaigns as a stand alone? Also, if I wanted to access the marketing automation in CRM below, where do I find it? I don't seem to have any menu options that relate to it. Thanks,
Related List Label
When I'm setting up a custom field it asks me to specify the related list view name - but I don't know what the function of the Related List label is so I don't know who to name it. Does anyone know what the purpose of this is - or what it is supposed to do? Cheers Nicole
The email which you have entered belongs to a different deployment/region
Hi Guys, my colleague gave me an account and I wanted to log in there. However, I always get the following message: The email which you have sent has belonged to a different deployment / region. Thanks for your help! Best regards Maximilian
Avoiding unnecessary duplication of Workflows
I have a custom module which has a number of workflows, but it seems that I need to duplicate them - one for when the record is created and another for if a specific field is modifield. Example: I want to concatenate First Name and Last Name into a
Module 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?
Make Contacts Required
Hello there. Is it possible to make mandatory the contacts, which are added to the client's account via related list? So users will not overlook that data
How to search person in Contacts and create a record in my own field? C# API
We have Contacts where we have a lot of people. So, I have the ID of someone and would like to create in the field (which I created before) a record for this contact. I have created Responses and would like to create with C# API the record for this.
You do not have permission to access Zoho CRM?
I have set up Zoho CRM on my Google Apps domain and it appears to have installed correctly however whenever I try to log in, I get the message "You do not have permission to access Zoho CRM...Please contact your administrator" even though I am the administrator
Email Attachments
Is there a way to increase the email attachment limit? I find the 3MB limit to be restrictive. tholmes
How to create record in Contacts? C# API
Hello everyone, I'm able to create a contact in Zoho CRM, but I also need to create a record for it. So, I will call for moduleAPIName that name which I'm using for Zoho Responses, which I created, but how I can understand for which contact I will do
STOP CHANGING SUBSCRIPTION SIGN UP DATES
When a comp;any signs up with us it cost the company 85.00 for 1 year, with one admin. each additional person they add cost 25,00 Because we are federal regulated We have to show the company sign up date, The problem is if one of them adds a new empliyee
Contact First name field has been set up as a Salutation drop down list and can't be changed
I have been told by the Zoho support people (through chat) that I cannot change an correctly setup First name field. The first name field has been setup as a drop down list (see attached screenshot). I cannot rename this field, or delete it. I can add a "first name" to this field through a data load, but I cannot manually add a name, or update a name once the data has been loaded. I have no idea how or why this field was set up this way (I have inherited the project) and it is very frustrating that
Transfer Related Module / List Data from Lead to Converted Contact
Hi, We have a custom related module / list that we use for our Leads. Is there any way to make sure that this data is transferred to the corresponding Contact record when the Lead is converted? The related list is available to both Leads and Contacts
Allow users to translate module names and blueprint transitions!
Allow users to also translate module names and blueprint transitions with the language files in Zoho CRMs translation settings. Moderation Update (February 2026): Please follow the below post to stay updated on the advancements with supporting translations
Custom function to populate a field with the number of records in a related list
I would like a field on a custom module to show the number of records in a related module. I would like a field "tests" on "custommodule1" to return the number of records in "custommodule3" These two modules are related by the lookup field "student"
How to search by CRITERIA in my own Module? C# API
Hello everyone! I need to search through all of the records in my Module and show only those who do not have my parameter "License": Link for this code: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records The
How to modify ticket created in CRM Leads due date to be +3 days from initial creation date based on priority
Good morning, I have setup a Workflow Rule so when a new ticket is created a rule is triggered to move the ticket due date ahead by "x" days in Zoho Desk. I was able to get this working in the Zoho Desk module under the Workflow Rules. For example: Ticket
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
How do I show the company name to which a 'Call' is scheduled on my home page?
Hi everyone - hope that this is a simple problem and I can use Zoho as intended as currently it's not working for me properly yet! This is one of the eproblems I have encountered and I have looked at 'map dependency' with no success - maybe I'm missing
I want to create auto number field
Hi,I want to create auto number field that will change over the time. For example,if the time is 2022.2.2 appears "220201"..."220299" and then when time is 2022.3.5 appears "220301" May i ask for how to do this at function in CRM
Customer Portal - can the Customer receive an email notification when I do "Share to Customer" in a Note?
Customer Portal - can customer receive email notification when I do "Share to Customer" in a Note? If so, where is this configured? If not, it's a major feature need. Giving our customer's easy access to Portal interaction is powerful...requiring a customer
Zoho CRM Workflow - Trigger isn't working
I've created a webform using Zoho Forms and it is integrated with Zoho CRM. The integration between the application is working. However, the workflow I created in the CRM isn't working. I set a workflow rule with 3 conditions. If a package is XYZ,
Contract Expiration Date
I am trying to automatically create a date using a function field to show us the date a contract will expire. I saw other topics discussing similar needs but I couldn't get their suggestions to work. To create this date I want to use a date field that
Sandbox Configuration and Data Type is disabled
Hello. New to Zoho community. I have reviewed numerous Sandbox related posts but they all seem to be stale and the ability to use production data in the sandbox when creating now appears to be an option. HOWEVER, when I try to create a new Sandbox the
Related List, Related List Label and custom fields? Help!!
I'm having trouble understanding the related lists, what they are for, how they map, etc. I've added custom fields in the Leads module, for example, to associate a Vendor with a lead. I create the new field using the following Field Type: Lookup Label: Vendor Lookup Type: Vendor Module Related List Label: ????? I entered "Products" under the first Related List Label. Now, when I go the specified vendor, there is a duplicate Products section with the Lead associated. I've created a few other custom
Update a account field with a value from another field at a point in a blueprint
I was hoping someone can help me out. When we have a new deal hit a current stage I need to copy a meeting date that in in the account record "Upcoming Meeting" to a field "Last Meeting". I can't figure out how to write the function for it.
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Category for tasks/events in Zoho CRM
Hello, I think there will be needed to create categories for task and mayby events just like in calls. Please consider that
How to create a record for Contacts with API C#?
I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts.
Why are Zia's "enriched data" suggestions so often so completely unhelpful?
I've had Zia suggest information from another person who lives in another country -- and Zia knows that, because it can see that the person in the CRM and the person it's suggesting have completely different addresses. I've had Zia suggest information
Single Sign-On from Website
Is single sign-on from a website to Zoho CRM possible? How is it done?
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Adding Images in Print Templates
I have an IMAGE UPLOAD field in my QUOTE. (Not a product image). On editing the QUOTE TEMPLATE, I can't see the FIELD there (in my case, ${Quotes.Image}) Is it possible to add an image?
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