Approval Request within BluePrint
Hi I am using the approval process however I want to invoke when a field is updated via workflow or blueprint, is this possible? Regards
Strategic Selling Blue Sheets (Miller Heiman)
The bible of strategic, enterprise sales is Miller Heiman's "Strategic Selling." This > 30 year old tome was a seminal body of work for organizations like IBM, GE, XEROX, and on and on. At its core it is based on something called a Blue Sheet which originally
Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchase
Zoho Finance Bug: CRM Product Details > Zoho Finance Information is confusing / missing information
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Can you add a static text area to quote templates
I am looking to add static fields that always need to be in quotes that I do not want my salespeople to change or have to add each time. How can I do something like this?
Roles, profiles, and webforms bulk delete support in CRM Admin Tools
Hello everyone, We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports. To learn more about the first set of features released, please
How do you manage recurring revenue in Zoho CRM?
We sell software on a monthly recurring basis. Our users are on rolling monthly contracts. I want to be able to recognise the recurring revenue for each customer in our CRM on a monthly basis. Surely there are other Saas providers who have the same
can't see my notes
Due to some reason when i open any activity i don't see my notes. When i a new note then it shows the rest. Please help me to figure out how to get this fixed Andrew
Zoho one CRM automation workflow.
Hello everyone, I am new to the Zoho one solution and wanted to automate some task. I took a look at the email parser to automatically creates leads but i find that the solution is lacking in flexibility. So I was looking into the workflow rules and saw
How do I update my Email Parser Rule Configuration?
Hi, When I first created my email parser rule configuration, it was on a lead that had some fields not filled out, like the UTM parameter was not filled out, and a few other ones, so those were blank. So I wasn't able to select any data and map it to
Last Touched Time - Last Activity Time
In Zoho CRM, we currently have 'Modified Time' and 'Last Activity Time'. Last Activity time will be updated when the trigger: activity updated AND when FIELD MODIFIED. However, we've come to a need to measure when was the last time we contacted this person,
Persisting issues with sending emails via Zoho.
Greetings all, I am writing here as I don't see a possibility of a permanent solution if not. Tired of reaching out to Zoho every time(Zoho only unblocks the address, which gets block again in a day or two). Our users are facing issues everyday CCing
Contact Role in Selected Columns
Hello, This is an important issue I am having. After assigning a contact role to an individual for a Potential, I can't create a related list column in Potentials to display the contact role (Owner, Co-owner, Primary Contact, etc.) of the individual. It will only show the contact is related to the potential, not the role. It is a time consuming effort to have to click the potential and scroll down to contact roles to find out what contact role the individual is. That is, Contact-> Potentials module
Scheduled Task Only if Condition Still Exists
I'm creating a workflow that is going to schedule an action 24 hours after a condition is met. I only want that action to occur if the condition still exists. How can we accomplish this?
How can I use System Variables inside email templates?
How can I use System Variables inside email templates inside CRM? Such as : Current Date Current Time Current User Current User's Manager etc.
Custom Access URL Setup
Hi, How can I create a custom subdomain for my company to access Zoho CRM? So instead of using crm.zoho.com/comapnyname they can use as an example crm.mydomain.com? Thanks,
Mass Updating Custom Fields
We have a custom field and need to perform a mass update to it. We have the PRO version and it doesn't seem to allow me to pick that field. Is there a setting or something that would allow me to update this? Or what would be the easiest way to do this?
Microsoft 365 Mail Integration in CRM
For the life of me, the IMAP integration will not work to connect our 365 accounts. Any thoughts on what might be the problem?
What is the best way to structure a parent/child relationship across zoho Modules
Hello, I don't think this is a unique chalenge, but I am struggling to find anything anywhere about this. I am setting up a CRM, first time using Zoho. I am trying to relate 2 modules parent > child. with the below requirements. Both are 'contact modules'
Unsubscribing from Unique Mailing List vs "Contacts"
If a lead/contact unsubscribes from a unique mailing list i.e. one that has been created by my organization and added leads/contacts to, are they only unsubscribed from that unique mailing list? I wish to clarify this as important contacts and clients
Pipeline by Stage Missing
When I log in, I can no longer see my "Pipeline by Stage" dashboard. Instead, where the component used to be, I get a message that states: You do not have permission to view this component as corresponding module has been disabled in your profile settings
Pipeline by Stage function?
How do I activate the ability to use the Pipeline by Stage function? I am getting this message on my dashboard: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
How do you send from different email addresses?
When I send an email from a contact, I might not want to use email address A but email address B. How do you set this up?
Outbound Phone script in the Leads Moduel
I am looking for a Phone Script Prompter when I make outbound sales calls. example I go into the Leads Moduel and make a Outbound sales call to a lead. when the lead picks up the call, a phone script pops up and guides me thru the call. once the call
Email template background
Is it possible to change the colour of the background of an email??
Workflow scheduled action conditions
I am trying to create a workflow where when a record is created, if the status is "Raw Lead", an email goes out. Then in two days, if the status is still "Raw Lead" then a task is added. Then in two weeks, if the task is completed and the status is still
Getting the ID of a Workflow Task
Hi guys I have a Blueprint which - as a Deal proceeds through it - automatic tasks are created via Workflow Tasks. This is great, but it relies on CRM users having to manually close tasks as they proceed through the Blueprint. Ive written a function which
Download all attachments from my zoho app
My zoho account shows that my users have uploaded approx 200 MB of attachments. For data integrity rules I need to have a dump of all these attachments on a local drive. The attachments are mostly pdf and jpeg files. Is there a way to download them
Prevent Creation of Records when Record is Locked
Is there a way to prevent the creation of records when a record is locked. Example: An Account is locked, prevent Quotes, Sales Orders, Potentials, etc. from being created.
Including products with specific dimensions and measurements in Zoho CRM
Hello, Our product range is very complex. We have approximately 7 main categories which are then segregated into various subcategories, and all of which also have distinctive dimension/size & quantity measurements unique to each category. I understand this is a minimal amount of information, but I'm sure that there is a way of accomplishing this when inputting product variations into the CRM. Do you have any examples, templates or suggestions on how to achieve this? Kind Regards, Kelly.
How do you automatically create a contact or lead upon sending an email?
I would like to automatically create a contact or lead when an email is sent to someone who is not in the CRM. Is there a way to do this with SalesInbox? Or with Zoho Mail or the Gmail addon?
EMAILS TAB IN ZOHO CRM WILL BE DISCONTINUED ACCORDING TO CHAT AGENT !!!!!!
Our company has been using Zoho CRM among other tools for over 10 years. We always trust that Zoho offers the best tools on the market so that the user can customize according to their needs and it has been since then. It turns out that some changes in
Service Products in CRM
Is it possible to have resources associated with a Service Product in CRM like a piece of equipment so that if that equipment is scheduled for one job it cannot be schedule for a second at the same time ?
how to add emails or phone calls as activities
is there any way to add a phone call or completed task with detail. for example, i have a phone call. i'd like to show a completed phone call and put in notes about what we discussed. or copy in details from an email about a task. Can we do that.
GPS Location for Assets in the field
We service clients large assets We have a number of custom modules and fields I would like to be able to copy & paste the GPS location or GPS Plus Code from Google Maps and past into a custom field called 'Asset GPS Plus Code' Then view the location inside
Users not able to see Business Messages
Hi Community! I hope this message finds you well. We are facing the following issue with the Business Messages module. Some users have reported that when they enter here, they see no records. This is strange because they have full access permissions,
Zia Predictions - Lookup Fields
I've setup a few Zia predictions and the accuracy level makes them pretty pointless - it's getting around 10%! The reason they are so inaccurate is that Zia seems to be ignoring lookup fields, which are absolutely fundamental. Does anyone else's Zia
What are your use cases for standard layouts?
What are your use cases for standard layouts? I subscribe to ZohoOne, but the number of additional layouts I can create is very limited. I am wondering if this is really a good choice since the standard status will no longer be known. What are your thoughts
Integrate zohocrm with our application.That does not require clientID,clientSecret and Code.
We are in the process of building a Zoho CRM extension and our requirement is to integrate our application with Zoho CRM. Our goal is for our extension to automatically retrieve the client ID, client secret, and client code upon installation on Zoho CRM.
Filter on created by
Hi. Why is it not possible to filter on the person who have created a record? For example. you can see 'created by ' in the timeline of a lead. However, I can not filter on this field.
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