Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting with
openUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
Some fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit the
Turning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.
How to add filters on dashbord components - Zoho CRM
Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but still
Add/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
Dear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.
Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of the
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Lead Status
According to lead status (i.e. interested, not interested) contact owner should be change, how do I solve this question. Hint: Use of dummy account.
Managing independent contractors
We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc
Create Campaigns in Campaign module. Work on auto assignment of policy records to these campaigns.
Hi Team, Please check the below code & Screen Recording as per our requirement. Could you please provide the deluge script as per the screen recording. We expect the code for Automatically add the policy records under the Campaigns. (With Relationship/
Why do my Accounts have two Contacts sections?
When I click an Account I see the name, phone, address, parent account, territory. Then there is a section called Contacts which has 5 contacts. However, when I keep scrolling down (or click the Contacts item in the left menu), I see 33 contacts, which
Add cover page to mail merged document (Writer)
I need to generate a single document from multiple CRM records, so I do a mail merge with a Writer template. Is there any way to automatically give this document a cover page? If you include the cover page in the template, it will of course be repeated
New functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
CRM feature request: required file upload
File upload field does not have the 'set as required' option: Other fields do, e. g. a pick list: In some cases I'd like to make a file upload mandatory when creating CRM module layout.
Working with Contacts, Leads and Potentials
I have proposed this before but I want to make sure that Zoho is working on this functionality because there is no master list of work in process for the users to review. Currently Zoho does not let you create a lead for an existing contact. If you try to do that then when you then qualify the lead and convert it to a Potential Zoho automatically creates a duplicate account and a duplicate contact. This makes it almost impossible ensure that the relational database works the way it is supposed to
Field validation: prevent future dates
Hi, I'm trying to find a way to put a validation on my date fields in a custom module so that users cannot enter a future date. How can I accomplish this? Also, I created a custom "Event Status" field that I want to prevent from being set to "Closed"
Is there a way to Blacklist clients?
Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is there
How to calculate total weight of order?
Hello, I have added a customised field for the weight of an item under "Products". I have also figured out how to make this weight show in templates. Now the question is, how can I add a calculation at the bottom of quotes/invoices/sales orders/purchase
Mirror data from "contacts" to "deals" module.
Hello, I was wondering if there was a way to have data imputed into the "contacts" module be mirrored into the "data" module. maybe through a function? I know there's a way to do it in reverse by using a workflow, but my organization is most likely going
Grandstream Integration with ZOHO CRM
Can i be pointed into the direction of any resources/tutorial where i can Integrate ZOHO within a standalone PBX system i have ,Use case when a call comes to a extension it brings up the information from the ZOHO CRM database.
User can't see emails in the deal/contact if another regular user sent them directly from gmail. Source is IMAP
Hello! Managers use gmail mailbox that connected to ZohoCRM. But regular manger can't see this emails if the user sent them directly via gmail interface. If they were sent from Zoho interface it's ok but letters sent directly are not visible in the deal/contact
What is a best practice around creating custom unique identifiers?
We want to create our unique identifiers that are not numbers, however, before we start trying to think through the potential solutions and problems.
Auto assign account owner
hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, only
MultiSelect Lookup Field is not available on Webform
I have 2 multiselect lookups in my leads module to select products and vendors that my client is interested in. These lookup fields are not available when I create a "Web to Lead" webform and i'm wondering why? I would like to avoid creating pick lists
Emails not being delivered to Gmail accounts
The emails I'm sending are constantly being sent to the spam folder in Gmail and Google Workspace accounts. I would appreciate some support.
Bulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
Timeline view longer than 6 months
Hi. I was trying to see the holistic view of an account in the Timeline view. I noticed that only recent activity is show to me which is beneficial but not entirely useful ask we have a very long sales cycle and we need to see the list of activity since the account's inception. Can you extend the Timeline view so its truly a timeline of the account for the entire length of the activity within it? Thank you, Boris
Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
Feature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular feature
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