How to show deals associated to a contact on each deal
I am supposed to show all deals on each deal related to a contact. Let suppose, when we open a deal associated to a contact, we should be able to see all other deals as well associated to the ( parent ) contact.
K-12th School - Email a list of Student's Parents
Hello, I have a challenge for the Zoho Masters! We have a K-12th grade school. We have Prospective Students, Enrolled Students, and Parents/Guardians. We gather the date of birth for all prospective students, and we want to generate a list of students,
Currency Format Changed
Recently I noticed that Zoho CRM currency settings has been changed. Upon my inquiry to the support team, they told that these are backend changes and are applied to everyone and cannot be changed. Even the customization option isn't helping. It used
Getting stats from Zoho CRM
Hi, I run a landscaping business and I track all of my quotes through Zoho CRM. I would like to start pulling stats from the info I have on the CRM, such as: Enquiries per month/quarter/year Jobs won per month/quarter/year Value of jobs won per month/quarter/year
Import Sales Orders
Why cant I import sales orders? Surely this is just as much a part of CRM migration as the Potential entity? Thanks Andrew
How to remove files in a record in Zoho CRM with Zapier?
Hello, I am looking for a way to remove/delete files in Zoho CRM that have been previously uploaded with Zapier. I am using a regular “file field” in a custom module in Zoho CRM. Is that possible with Zapier? Thanks, M.
Does anyone have a suggestion for Calendar view for tasks
Hi most of my sales team use the Zoho CRM app on their phone and have a daily calendar so they can see, amongst other things, their Tasks for the day (see pic attached) however this option is not available on the desktop version. Has anyone set something
Contact picture
Is it possible to create filter for Contacts with or without Picture ? WImR
Zoho CRM Onboarding Support for Standard Subscription
How can we request Onboarding Support after we purchase a yearly Standard subscription? Is it free, and how much will it cost if there are any charges? Our team had previously used Zoho CRM a few years ago and we need help to customize the template to
Manage signatures for all people in the organization
Hello, what is the best and easiest way to manage and update signatures for all employees? We participate into fairs, so every 3 months or so we have to add a banner in the e-mail for all addresses in our organization. Adding it one by one is very time
How to Change Activity Owner?
Hello - I recently reassigned all of our accounts to a new account owner. However, the open activities tied to these accounts did not transfer over to the new account owner, so they can not see the outstanding activities. How can I transfer these ov
"Junk leads by source" report
Hello, I wasn't able to find any information about the "Junk leads by source" report in Zoho CRM > Analytics? How can I set a lead as a "junk lead"? Thank you
Add "Reason for delete" under record timeline
Hello, I'm having an issue with records in a custom module, that they are getting deleted automatically and when I try to find where and how it's been deleted I couldn't. So my suggestion is to add this info in Timeline.
Email Notifications
I have a gravity form on my site, and it's linked to Zoho CRM. When I fill out the form the info is routed to the correct place. The issue I am having is that I'm not getting any kind of email notification. Can anyone help with this?
Correct process to map customers in zoho CRM with unique ID
Hi there - we are a car wash business, looking to see if anyone can help point us in the right direction to set up ZOHO CRM in the best way. Currently, we have the CRM setup with a custom module called "Customer Vehicle" which represents a vehicle that
choose price book
choose price book at quote module without giving read /write permission to list price filed.
Workflow
if a person responds to the campaign does the campaign stop (replying to a e-mail, unsubscribing, etc.). How do we stop the campaign for a particular person when this happens automatically vs. relying on the rep to remove them from the campaign?
Plain text email templates?
Is there a way to create an email template that is only plain text? I see the option to create a blank email but it's still HTML and has a grey background. I want completely empty. Is this possible?
Can not change the lead detail layout page view
Hi, Even though I've created a new layout, changed the status and defined users, I can not see my new lead layout, the standart one is coming. How can I solve that? Thanks.
Customer referral program
I see that this idea has been thrown around but I don't see a clear way to accomplish this with Zoho CRM. Any help would be greatly appreciated. Needs: Users get a referral link that they can send via email or text messages to those they are inviting
How to throttle mail merges between individual messages
I need to set a delay between messages, so the mail merge doesn't send a whole bunch of messages in one shot. The delays could be set at say 30-120 seconds, this is between INDIVIDUAL sends in the mail merge. This feature exists in Lemslist and Gmass as seen over here: How can I do this with Zoho CRM
Export Quote while its still under approval
Export Quote while its still under approval and i need to restrict it to not export quote to template while its under approval.
Plus changed to the left of the search,issue
Now when you look up a lead, you have to close out of search bar to add the lead. this is a big issue and will slow us down dramatically.
Possible to pull contacts from custom modules for Contact Roles in Deals?
I would like to add contacts to the Contact Roles section in Deals, but the contacts are in a custom module that I created. When I go to Add Contact Roles to the Deal I can only select contacts from the Contacts module. I've been unable to find a setting
Deal stage not showing in deal
Hello, I created a new deal stage that is also a 100% won (to separate deals that are signed and deals that are not signed yet but with an oral approval from lead) and this new stage doesnt show in the deal page, only on the pipeline but I cannot move
Is 5 GB of extra storage really $1,440 per year?
One of my clients has a 4-user Enterprise Edition CRM. After a sale is closed they want to scan a number of documents and attach those to the Potential in Zoho CRM. When the job is completed there are a few additional files/documents that could be attached
Total of Target Achieved percentage is calculated incorrectly
I create a quarter forecast with the below column: - Month - Target - Target Achieved - Target Achieved percentage And the below column total: - Target - Target Achieved - Target Achieved percentage As the screenshot I attached, the Target Achieved percentage of Jan, Feb, Mar are 91.7%, 15%, 9%. So Target Achieved percentage of Q1 must be ~35%, but now it is 115.7%. I tried to chat with ZohoCRM support and received the answer that is default design of the system. I think it is a bug, not a function.
Changing signatures of other users as an admin
Hi Zoho team, As an admin, is it possible to change other users' signatures? If so, how do you do it? Thanks.
Assign price book to certain profile
Assign price book to certain profile or group. so, that when the user in specific region appear to him his assigned price book
How to Link Contact Address fields to parent Account Address field.
Showing the Physical Address of the Account on the Contact record should not requires some special add on. It is a very basic requirement. It doesn’t make sense that the address fields on the Contact form cannot be linked to the Parent Account address
Set Signatures Centrally
As the over all account owner of 37 users. I want the ability to go in to each user and set their signatures from my machine. Is this possible? As at the moment it will mean me going to every machine and manually inserting the html for their signatures
unable to see some modules by some users in zoho crm?
Hello we have 4 users account and 2 of them cant see some modules such as products and a new module that i create. we use the same zoho crm with same authorization for all users? what could it make difference for being invisible by some of them? Thank
Conditions in Layout Rule
Hi All, I want to set a condition where "work type" equal to certain options, then the other field becomes mandatory. However I am unable to locate the field in the new layout rule that i am setting up, but it can be found on an existing layout rule as
Create Button with Linked Form
Hi, I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but
Notes to show in report
We use the Leads portion of Zoho. I want to be able to see the notes section when I look at a report. There does not appear to be a "column" that I can choose for notes. The report I am starting with is a Lead report. I would like it to show the Lead name, company, lead owner, notes from the lead, date of the note. Is this possible? Thank you!
Zoho crm Reminder Set in meeting
Hi team, I have code for the reminder notifications one hour before but for some of the hours, its is not working to update. Requirement : When the record is created, the reminder should automatically be set to 1 hour before the start time. here is the
Zoho Email Notification: Authenticate all email-sending domains to improve your email deliverability
Has anyone else received the email below? I'm totally confused because I already have my domain authenticated. Below are some screenshots and questions, maybe Zoho support can provide some help. For context I did already contact support over email who
Deals Module not Connecting to Contacts Module with Canvas
Below is a contact I have. As you can see under the standard ZOHO view, the Deals associated with this contact are visible in that white banded scetion Oddly - when scrolling down the contact module, the related list "Deals" appears again, but is blank
Help with adding a warning pop-up dialog box for sensitive records in our Contacts module
We have a requirement to add a “warning” in our Contacts module for certain clients who need “sensitive” handling. The solution is that a user could “check a box” to set the client to “sensitive” and then afterwards, if any user accesses the client record,
Problem with appointment times showing differently in CRM and Google Calendar
We are adding events in CRM and have synced to google calendar. All events that we add show up on the google calendar correctly as Central time. However when we click on the appointment, the even shows up as Greenwich mean time instead of central.
Next Page