Users blocked from creating related list records
For some reason I have certain user roles who are restricted from creating Leads, a related list on Accounts. Does anyone know user permission I might have missed?
Function usage limit.
Hi there, We have a bunch of functions and automation in our CRM and we frequently run out of daily credits whenever someone performs any bulk action. Is there a way I can limit the number of credits assigned to functions manually? We would like to reserve
Teams and Group is the same?
Currently I am reading this CRM Software Features & Capabilities https://www.zoho.com/crm/features.html?source_from=crm-header But I am a little bit confused in the Security tab because it has roles, profiles, and teams, but I couldn`t find teams in Zoho
Integration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expand
Set a LookUp field of "Account Name" in "Lead" Stage and preserve the Account asociation when converting to a "Contact"
AS IS: When creating a new lead user is prompted to set Company field and Account field When converting a Lead to a Contact, the Company name is used to create a brand new Account In our use case, we need to set Account field during the Lead process and
Trouble Authenticating
I am moving through the steps to authenticate (after years of our email addresses being authenticated) and am struggling... Please help --- Dear Janese, Your organization's (JanMar Agency) Zoho CRM account currently has users with email addresses connected
Attachment Lead Mapping
Hi all, I have an attachment field in Leads Module. Is there a way to map this when converting it to Contact Module? It is not showing in the list. Thanks.
How can I incrementally count the number of times a condition gets met in a crm record over time?
Hi. I’d love some help from anyone who can provide it. In my contacts module, I have a single select picklist field called Billing Status which contains multiple options. One of these options is “collections”. I am trying to figure out a way to create
Task Reminder Email customization
Is it possible to customize the REMINDER email that get's sent when a task reminder has been set to send a reminder via email? If so, where? Thanks Peter
CRM
Can you mix user editions ? For example can the internal staff have the Enterprise Edition of CRM and have outside customers use the Professional / standard Edition, just to look at some of the data ????
Zoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? Attched
CRM Potentials - Notes Import
Hello, We are about to import all our customer and order data into Zoho CRM from an old bespoke system based on SQL. One element of that system is an image/snapshot of visual info which cannot be exported any other way. That image needs to be associated
Count emails sent by specific users
Hello, I am trying to use the Email Report feature in the CRM and I can't get all the emails sent, for example even if I try now to see the emails sent today it shows there aren't any and I tried to send an email and still it won't show
Canvas Rules - Field alignment same as a layout
In Canvas, Is there anyway of getting the alignment of the fields auto arranged instead of the fields just staying where they are but appearing and not appearing when the rules is run?, With layouts the fields just align themself up automictically so
Phone Number List Management
I'm trying to do a couple of things 1. Be able to set the "best phone number" by checking a box or automatically designating the newest entered number as the "best phone number." 2. Have a field that automatically tally's the number of fields with value
How to convert a deal to a project
Is there a way to automatically convert a deal into a project once it is won/closed? Once we have won a deal, I would love a way to simply auto convert the won deal to a new project, so we can eliminate data entry time and decrease errors when transferring
Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
CRM formula datecomp
Hi, we are currently using a formula in Zoho crm to calculate query response time. It looks as follows : Datecomp(${Marketplace - leads.First contact date & time},${Marketplace - leads.Creation time}) We want to make it so that the time only counts from
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
Incorrect Format of Home Currency
Hi, I'm using Zoho CRM where my Home Currency is set to Pakistani Rupee - PKR. When I go to General > Company Details > Currencies the format that is being showed is PKR 12,34,567 . Settings for this format are Symbol - PKR, Thousand Separator - Comma,
Form web prevent redirect
Im creating a web form, and ask me for redirect the lead after sign up, but i dont want to redirect. How can i prevent the redirect?
Test the if a facein a photo is alredy in my contacts
Hello, I'd like to ensure that our partners don't create duplicate accounts. Although it may seem like a niche issue, it's important to address. Can Zoho AI(Detect Face or something else) be utilized to compare a newly uploaded photo against the face
Need more CRM Fields in Webhooks
Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_
Change user field when changing another field
Hi there! I am trying to make a user field update when a user edits an open field, For example If I, Jhonny edited field A I want field B to change automaticlly to Jhonny so I will know who changed field A without relying on the timeline becasue it doesn't
Zoho CRM edit name of Attachments
Hi, I am looking for a way to edit the names of attachments in Zoho CRM as records are upserted from Zoho Forms. How can I edit attachment names? The way I would like to use it is to integrate Zoho Forms with Zoho CRM and have file upload fields in Zoho
Facebook and Twitter's organic leads
Why do Facebook and Twitter's organic leads generated in Zoho CRM have no contact information like email or phone? Can the contact infos be added automatically from their Facebook or Twitter account as they are created as leads?
How to send Quotes/Invoice as a PDF automatically.
For those who are finding the solution like me, Look up how to send pdf with mail merge You can send a mail with fields of your choice! You can watch this video for further clearance https://www.youtube.com/watch?v=yT7qqyyLuDg&t=699s There's a catch though...
Zoho CRM - Default User or 'All' for Email module on 'Related List'
Hi there, I don't seem to find an answer to this: is there a way to have 'all users' emails or emails from 'record owner' selected by Default on the Email module in the Related List for Leads/Contacts? At the moment, you have to go & select manually from the drop-down. Cheers!
NO "ALL EMAILS" VIEW OPTION IN ZOHO CRM
Amazingly, Zoho CRM does not have an "All emails" view option in any of its modules (companies, contacts, etc.). So there is no way to track the email history of clients, suppliers, etc. in one view. Instead, it forces me to individually check all email
How can I see a list of all contacts, who didn't reply on my emails?
Each Contact has a module Emails and you can see whether this person reacted to your email or not, but how can I see a list of those contacts who didn't react to my emails? Is it possible to see it? We have a module Messages, but it's working only for
Create Note from Deal Field
I'd like to create a Note (related list) whenever the Deal field named, Next Step, is edited. Exp a user updates the field named, Next Step to: 5/11/2023: Send contract for signature. The function would create a new Notes record.
Alert to user when custom button function runs
How does one alert a user of the result of a custom function which triggers via Button? I have Deluge code with a button at the View Record (not View List). openURL() does not work. Ideally there would be a standalone function that uses a single text
My Team not able to access all contacts
Hi, My team has been given access to view all contacts available in Zoho CRM, but they are not able to view them. They are getting the message that (the record you are trying to access is not available), yesterday only we gave access to view all contacts
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Help with my unattended records through time-tracking filters
Dear Zoho Support Team, I hope this email finds you well. I am writing to seek assistance in creating a new field in my Zoho CRM account that auto-calculates the time a lead spends unattended Currently, I have a sales cycle with 10 stages:The first two
Integrate Zoho login button with third party application
Hello, I'm having a problem with connecting an API to a third party application. Currently I'm trying to generate the authorization code for a CRM API but I'm struggling to figure out how to put the "Login with Zoho" button on the website that the documentation
Scheduling Monthly Revenue
How do you schedule monthly revenue for a single sales Opportunity/Potential? Ex. The Total Opportunity/Potential is $90k and the revenue will be earned/recognized over the next 3 months...$30k for October, $30k for November, $30k for December.
Update "member status" in CRM campaign
Dear Z Community. Is there any way to automate the field "member status" in CRM Campaigns? I just can see it in reports, but nowhere else (WF rules, Z FLow...)
Spam in Zoho CRM
Team.. Is there any way to track which spam email reports were sent via mass/macro email to my prospects/recipients in Zoho CRM. This is very useful for fixing the subject and body of email templates to avoid spam in the future. Please guide and advice
Need a Solution for Calculating Rehab Costs in Zoho CRM with 74 Rows
Problem: I have a customer who is a real estate rehab investor/broker. His team of agents will visit multiple homes per day, and his team fills out a "Rehab spreadsheet template" for estimating rehab costs. The template has 74 rows and three columns (Quantity,
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