Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showZoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we haveDoes Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to changeEmail automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can'tCreating Group Head - Family Member relationship structure for insurance business
Hi, I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- ClientsCan I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If itMeeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. ThanksPointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk ticketsMicrosoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.Showing Closed Activities from one Module to another via lookup fields
Quick question: Currently in ZohoCRM if you have a closed call/ activity on a Deals record, it shows on both the account/ the contact record as well. If I have a custom module (in this case partners) which has a lookup field for accounts, is there a wayAdding Gemini AI as a Link in Zoho CRM
I use Links to search on Google for additional contact/company information. The links are able to automatically add company/contact details which makes it quick and easy when searching for additional background information. What code would I need to putIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulFeeds Notifications Won't Go Away Unless Clicked On Individually
Unlike Sales Signals on the notification icon, Feeds notifications when a record is updated have to be clicked on individually to lose the badge notification. Is there any way to change this setting so you don't have to open each one for the badge iconMulti-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and couldComments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experienceMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Customizing templates
Hi everyone! I'm facing this issue, I'm not sure how to resolve it yet. Can you help me please? I'm automating the lead onboarding process, so I created a template to welcome new leads and included a button "Book your appointment" It should take the customerMultiple email addresses in Accounts Module
Is there a way when using a template and/or the send email button to send the email to a secondary email address in the Account record? You can do that in Contacts Module but the option does not seem to be there in the Accounts Module.POP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution butScreenshots to show how to access this function described in these instructions
I read the instructions for customising the Home tab (I have super admin rights): https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-home-tabs/articles/customize-home-tab#Classic_View I don't understand how to get to the option describedClient Script: how to check if a field is visible and the value is "not set"?
In my client script code, I want to find out 1) if a picklist field (called field1) is visible, and 2) if visible, the value of field1 is "not set" (-None- option in the picklist dropdown) Which functions do I use? For #1, is there a method like "getVisibility()"Marking of Leads from which Deals were created
Hi, Is it possible to track or tag leads for which deals were/or were not created? I have some leads for which it is important to control whether deals were created or not. They are generated from a specific source. So, it's easy to display a list ofIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, andFiltering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other membersSave and Associate for Workflow Rules
Hello, I have been trying to make a workflow rule that will notify me a week after a lead status has been changed to contacted. However, the save and associate button clicks and then it dims and my cursor changed into a red circle with a line throughSocial Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inboxHelp with Implementing Gift Cards, Promotions & Referral Program in Zoho
I'm working with a client using Zoho Books, CRM, and Inventory. They want to issue gift cards, run promotions, and set up a customer referral program. Does Zoho support these natively, or are there recommended third-party integrations to handle theseTwo CRM from single login
Hi! I'm on the trial version of Professional currently, but will be getting full version. My company is looking to run both workstreams from the one CRM- we have retails sales, as well as fulfillment capabilities. The two entities don't need to communicateBulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.Swiss currency to euro's
Hi, can someone help me? I work for a Swiss company, and because of this, I only see Swiss francs in my Analytics. I would prefer to see everything in euros. I’ve set my personal settings to euros, so it’s strange that I’m still seeing Swiss francs inStarting Marketing Automation's journey from Zoho CRM
Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.Workflow Rule for custom pick list field updates across Contact, Deal and Account
I have created a custom pick list that will be created at the lead and contact level, and I'd like to have it automatically updated across deal and account levels as well. It looks like in workflow I'll have to create a separate flow for each item inNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Condition-based data sharing rules are now available in CRM
Dear All, We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement. Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRMSimplify your day-to-day sales operations with new List View actions
Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presentingBuild custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offersNew enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a linkIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Most Discussed Topics
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatClear String field based on the value of other field
Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do thisIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedEmails linked to Deal
Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receiveAutomatically update date field based on the pick-list value of another field
Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Pheranda Nongpiur
Haiku Technical Support
WM Yeo