Product description in templates
Hello, 1. Is there a way to limit the product description in line item 2. Is there a way to show the complete products description on a separate page than the quote, lets say after the terms and conditions. I tried to use but it shows description for only first product, how to get it done to show complete description for all line items...
Is it possible to schedule autoresponder emails more than 45 days out?
I'm looking at implementing some drip-feed marketing processes. I can setup the dynamic autoresponder with initial email and multiple follow up emails. My problem... it seems you can only schedule an email to be sent up to 45 days out. Does anybody have a way around this or a better implementation with custom functions? much appreciated
Sorting Contacts by Description Field
Hi, I am new to Zoho and I am wondering if it possible to sort contacts using the description field as I can do with town and name etc? Many thanks David
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Data Sharing in Free Subscription
Currently all my contacts are imported under a single ownership. If I want to make my contacts and accounts data visible to all people under my companies subscription, how can i do that?
Show all contacts attachments on the account level
Just wanted to ask, wouldn't it be nice if we could see all file attachments for all contacts associated with an Account on the Account page? Right now if a user attaches a document to a contact it is only available on the contact page, If an account has 5+ contacts it can be frustrating to try and locate where the file was attached. I think it would be nice to be able to just go the the Account level and see all files attached to all the Account's Contacts. Thomas
cannot add new contact
Hi today when we add a new "company" and after we define a new "Contact" the system doesn't activate the form of the contact but remain in the status "loading" ... I attach a screen shoot. Pls can you help me ?
Creating a new contact "Loading"
I am not able to create new contacts. Once I click +Contact or + New Contact , "Loading" message appears at the top and nothing happens. I am using Safari and Chrome . Any ideas? I am currently using a free version of Zoho CRM . I have around 1500 contacts, is there a limit with the free version? Many thanks! Kristiina
Adding Leads - Trouble? I have around 1700 leads, yesterday I tried adding more...
Hello, Yesterday I went into my free Zoho account to add additional leads around 1,700 and when I clicked on the link to add leads the screen went blank and it just showed "loading" but the menu screen never came up? Using Firefox Today I tried, the same thing happened, so I tried Google Chrome and still the same problem. Is there any technical issues going on? I have read that under the "free" account you can have up to 5,000 leads. Please help, Al
How to auto-create Activities in Zoho Projects when an activity is created in Zoho CRM?
Hi, I am working on Zoho CRM as well as Zoho Projects. Here I want to create/show the activities that I create in ZOho CRM, into Zoho projects as well. It can be said, I want to synchronize Zoho CRM and Zoho Projects in this context. How can I do this? Any help will be appreciated.
Feature Request: Click To Call tool that will allow you to create a lead after call.
Currently you have to create a lead to be able to make a outbound call. Which is ok. What would be better is to see a number you want to call, click on it, and start a outbound call. After the call you can create a lead or dismiss the call. I have to use talkdesk integrated with zoho to accomplish this. I would rather just use twilio directly connected with Zoho. Build this please! =)
How do I "organize contact details" for ALL my contacts
I have read various topics and I know how to do this with the "gear" for a given contact but i want to do it for all of them at once as there are fields we simply do not need and that I want hidden such as "Attachments" or "Invited Events". I do not see this to be available for ALL records at once. Thanks
Dashboards
I have a paid/standard edition of crm. Would like to use the dashboards but cannot find them. How can I find the dashboards? After two days of searching help topics on this, nothing has helped. Ra
Qoute template prices
Hello, is it possible to use some other currency field from products module (so i don't want prices to be read from default unit price field) in Quote template (in the Total column) and perform some math calculations on it? Thanks
How can i add isn't, contains conditions in search criteria for searchrecords API Call?
i want to search lead based on multiple conditions and some of them needs different conditions like isn't, contains, not empty etc... how i can use these conditional operators in search Criteria for SearchRecords API calls?
How can i add isn't, contains conditions in search criteria for searchrecords API Call?
i want to search lead based on multiple conditions and some of them needs different conditions like isn't, contains, not empty etc... how i can use these conditional operators in search Criteria for SearchRecords API calls?
"Mass Email" from Leads reached recipients' SPAM folder
I'm new to zoho CRM. I specifically upgraded zoho CRM to access the mass email function. Unfortunately, when I saw zero replies, I asked one of my recipients to check their inbox. They reported the email went into the SPAM folder. Please advise on what I can do as obviously this is really important. The only thread I could find was here, but there was never an official response. Many thanks in advance.
Put Zoho ID into a field
How can I automatically fill a field with the Zoho ID? So let's say I have an Account record with id: 1820378000000199229 This value needs to be automatically put in a custom created field 'Account Number' on creation. How can I achieve this?
Need an alert for lead follow-up
Hi, Every time I call a lead and they tell me to call back a certain day at a certain hour, I want to be able to set up a reminded that will pop up or something and the exact time telling me to call back that specific lead. I don't want to do it as a task because it takes too much time, but I want to know if there is any way to actually make it a but faster and easier. Thank you very much.
How to get ID of newly created object in custom-function in Zoho CRM/Creator?
Hi, We want to trigger a workflow rule at the creation of Record, record is also created by a deluge script execution. In that deluge script, we have passed the ID of record as a parameter. Now there is a problem i.e. when we create record manually from CRM, workflow rule is triggered/executed successfully and is getting ID of newly created record successfully, but when we create record by using custom function from CRM OR from Creator by using map() function, then it is not getting the ID of newly
Zoho Email Template Strips out CSS Styles
I finally found a work around to add css styles to email template and you changed it again to strip out my code. WHY DID YOU DO THIS???
Email Template Folders Visibility
Our company has been using Zoho CRM for approximately 9 years. In that time, we've accumulated a lot of Email Template Folders. In order to delete these folders, it's necessary to remove ALL templates and then delete the folder, which is very time consuming and may result in deleting templates that may be needed at a later date. Would you please make this a lot more user friendly by simply making it possible to collapse the folders so that the user doesn't have to sort through all the mess? This
Company Logo
Is it possible to upload a company logo to Zoho CRM on demand? It shows the Zoho CRM image in the upper left hand corner of each page. We would like our logo to be there. Please advise. Thanks.
Join our free "Workflow Automation Using Custom Functions" webinar on Jan 22 from 1- 2 PM CST - Register Now!
Who should attend ? Whether you're a brand-new or experienced user, get the core knowledge you need to get up to speed and get the most out of Zoho CRM .This webinar is designed for Zoho CRM users interested in understanding how they can implement specific functionality, workflow rules not available out of the box with Zoho CRM What are Custom Functions and what will you learn ? With custom functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow
How do I get the face to show
Hi all I have just edited an existing user in my organisation and connot seem to get an option to change the photo of the user: Any ideas? I have edited the photo in the individual users account under profile but I cant edit at my end as admin under her user details. Any ideas?
Zoho Integration with FreshMail
Hi all, I wonder what opportunities are there for integration of Zoho CRM and FreshMail mailing service? I found Zapier which can push data between the two. Do you guys use it or exchange the date by using other options? Please assist.
Can multiple vendors provide the same product to a client?
We are a training company so our "product" is the service (for example a workshop) provided by our trainers. The trainers are subcontractors so essentially they are the "vendors" moreso than employees. One client may order a day of workshops that 3 or 4 vendors will provide. I want to be able to create a report where I can see all the vendors that provided workshops to a given client. Likewise, I want to be able to create a report that shows each vendor and all the clients they have provided workshops
MS Outlook Plugin
I have gone to the help menu and followed the instructions for installing the plug in to allow upload of contacts from Outlook. but when I click on Add-on's the help screen says To download and install the Zoho CRM Plug-in Log in to your Zoho CRM account. Click Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Outlook. In the Outlook Plug-in page, select the Microsoft Outlook version from the drop-down list. You can check the the version for Microsoft Outlook in your system. But 'Outlook
share info from another module
is possible to fetch info like the zip code from the contact module and use it in the task module
How to do Box-integration with Zoho?
Hi, I want to Integrate Box with Zoho. Is this integration (Box integration with Zoho) allowed from Zoho? Is there any possibility of this integration with API through Java or PHP? Or any other method, Please tell. Thanks in advance.
Daily Email Task Reminder
I have leads set with a daily email task/activity reminder and I receive the initial email reminder but no subsequent reminders even if I don't close the task/activity. Troy
How Do I create a customer group with specific criteria?
How do I upload data with specific group profiles into our database/CRM so that we can easily sort, find, and market to customers with specific profiles (I..e Customers who only buy blue shoes, or pink houses etc)? Thank you for your help!
Feeds Followed by Me
Hi, When I try to customise the Feeds and add a criteria to follow certain feeds from individuals, the feeds do not show in the Followed by me tab. Could you please assist me in this. Thanks! Best wishes, Stefka
Custom Fields Maximum Limit
Hi There, Recently CRM told me we'd reached our maximum limit of 20 integer fields in our account pages and wouldn't allow me to add any more. Since I have deleted numerous old integer fields that we do not need anymore but it is still saying we've reached our limit. In addition, when I try to edit an account or contact at the moment I am receiving the error message 'please select an active user'. why would this be? Could somebody offer any advice please? Much appreciated. Sarah Cutler
i can't see my opportunities in the activities dashboard
Hello, Excuse my bad english, I'm french I have just tried the ZOHO CRM free version. I can't understand why I can't see my opportunities in my dashboard Activities. I create opportunities whith term date, but, I have any notification in Activities. Someone could help me please, I absolutely need it Thanks
Any one as any tips on how to simplify this formula
i'm trying to devide our clients by sector based on the postal code. Any one as any tips on how to simplify this formula because as it is the whole process takes up to 6300 characters and zoho limits de formula field to 5000 characters. If(Or( Startswith(${Contacts.Mailing Zip},'H1G'), Startswith(${Contacts.Mailing Zip},'H1P'), Startswith(${Contacts.Mailing Zip},'H1R'), Startswith(${Contacts.Mailing Zip},'H1H'), Startswith(${Contacts.Mailing Zip},'H1Z'), Startswith(${Contacts.Mailing Zip},'H1B')),'Zone
Zoho Crm Report
Is that possible to make report based on the zoho book's Invoices and estimates result in Zoho CRM? Because i saw the the a section view the Zoho Book's Invoices and Estimates in Accounts under Zoho CRM.
Outlook intergration
Hi, I'm new in using Zoho, if i'm correct there is a plug in for outlook. Can somebody tell me whre to find it.
webhook with parameter in the url
Hi all, I would like to use Zoho to trigger password resets on an external application. The API call of the external application is of the form: https://api.company.com/api/users/<user_name>/passwordreset anybody knows how to get the variable in the url? tnx! Steven
reminders for Contact Birthday - is an event automatically?
In Zoho CRM if I add the date of birth to a Contact, will an Event automatically be created in the calendar? Is there a way to receive a Reminder about the date of birth in contacts? Thank you
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