How to CC email addresses when sending to multiple contacts?
Hi all, When I select 1 contact and click Send Email, I am able to CC other emails addresses. If I select multiple contacts and click Send Email that option is not available! I dont know why. Is there a workaround for this? Thanks
lastname shouldnt be mandatory
Hi Guys, as we´re working with webforms for our leads, in the first webform we can just ask for FIRSTname. How can we make lastname NOT mandatory? In the modulesettings we cant change systemfields. Marco
API name history table
Hi. I have enabled the picklist option to track the history of a status field in my leads module. I want to tranfer this data to Googel BigQuery. Where can I find the module name or api name of this specific history table?
how do i make the Last Name and Company fields not mandatory/required
Hi, Out of the box, Zoho CRM makes the Last Name and Company fields mandatory/required. This means I cannot save a new lead without having to enter Last Name and Company. However, that doesnt work for me because we need to import leads sometimes only with email address and later as we know the customer we can add names and companies. So, how and where do I make the Last Name and Company fields not required/not mandatory? I dont need to delete them, just to make them optional. Thanks! David
Can Accounts and Contacts share customer fields?
Is it possible to have a single custom field that shows up on account and contact record? For example: - I would like to use a field called 'Publication Type' and for this to show on the Account and the Contacts attached to that account. THanks
Integrating Zoho with e-commerce site
I am looking to integrate Zoho with our website e-commerce store. Currently we use WordPress and WooCommerce, but we would be willing to change in order to fully integrate with Zoho. Thanks. Josh
Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together
Greetings from the Zoho CRM team! Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have,
Is there a way to find a related list is coming from?
I'm working at company and they had someone create a CRM but so many things are disconnected, so I'm building to connect and redo the CRM. However, I can't figure out where certain related lists are coming from. I would check a place to see if it has
Tracking recurring revenue
As long as a contract is active i get recurring revenue from it ever period (depending on the contract this is typically: monthly, quarterly, or yearly). Most contracts renew on the calendar year, but some renew on the contract signing date. Some are
Can i add my Pick List into predefine Pick list?
Hello everyone, I have created some Picklist in my Deals and task modules. But whenever I have to update this list I have to update in both module one by one. Is it possible that I can add my Picklist into predefined Zoho picklist? or any other option
some of my data imported incorrected thanks to excel. Easy way to fix it? or just undo the import?
excel truncated leading zeroes on some fields, and saved some other fields in scientific notation without me realizing. 'i.e. +1.24e4'. I used excel to manipulate my data from salesforce before importing into zoho. I've been putting live data into zoho
Contacts X Campaigns - Native n to n relationship not available as trigger for WF rules
Dear Z Community, I need to use an entry in a related list as a trigger for a further action. (every time a Contact is linked to a Campaign) The problem is, that relationship already exists in CRM (Contacts linked to campaigns) but that relationship is
Zoho CRM + Zoho WorkDrive: the first step
Find all the files you need instantly, streamline your sales process, and close deals faster! With the Zoho CRM and WorkDrive integration, your sales team will now have access to the newest files, constantly updated in real-time. WorkDrive acts as the central content repository for your team, making all critical sales material and other documents available in a single place. This means better communication, effective collaboration, and overall, a great customer experience. Streamline your workflow
Is it possible to create a preference centre for ZOHO CRM Emails
Hello, Slightly more complex question. Is it possible to create a preference centre for ZOHO CRM Emails? By preference centre I mean a form for different 'opt in' (marketing lists) lists. Exactly as you would in zoho campaigns. I know it is possible to
Zoho CRM Field Formula - Not Working
I am trying to create a field so that anytime the related field (Hubspot Source Data) has "Offline Sources" selected, then the formula will return 'No', and return 'Yes' in all other circumstances. Below is my formula, why isn't it working? Any ideas?
CRM Dropdown/Lookup - Set Criteria
I know on Creator you can set criteria for a dropdown or lookup in order to filter it. How can I do this in CRM, as I can't seem to find where I do it. Thanks
Filter a Lookup
Hi, Is it possible to filter a lookup, I am adding a lookup to a custom module that looks up contacts in the Contacts module but I only want certain Contacts to appear in the list. Thanks Gordon
Showing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the Contact
Filter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookup
Lock potential stage
Hello, I would like to lock the potential stage when it reaches a Closed stage (Closed - Won, Closed - Lost or Closed - Cancelled). I don't want to allow my users to reopen a Deal once it is closed. I have created a Blueprint for the Stage field which locks it, but once the Blueprint ended in one of the Closed stages, the field is editable and the user can move the oportunity into any stage. Can this be done? Zoho support was not very helpful (as usual). Thanks, Robert
Lock a Won Deal
Hello, we created a Pipeline with a Blueprint. Once we complete the process and reach the last Stage in the Pipeline (Deal Closed (Won)) I can see that deal in the last stage of the pipeline but since they completed the conditions, once they arrive to
Roll Up Field in Zoho CRM
Can we add the values of a numeric field of all records of potentials and save the sum in a field in another custom object?
Lock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed won
Showing unlinked data within a record
Good afternoon, I'm trialling an idea for our CRM and want to know whether something along the lines of the following would be possible. We currently use a Custom Module named Leads for potential new business. Ideally, in a scenario where we know a rep
Send values from one field to another
Hi! I have a somewhat complicated situation on my hands. For a very specific situation, I need to save in a field, the phases through which a budget goes through, discarding certain phases. Field 1 to field 2. This so that later, with another field 2
Search CRM records with "ends with" comparator
I am trying to search for contacts by email domain (rather than an entire email match) Is there a way in the CRM API, to search for records using the "ends with" comparator? I see there is a "starts with" comparator, but have not seen any documentation indicating that it exists. Thanks.
Have a workflow stop if there is a response on a channel
So i want to set up a single workflow with both email and sms touch points, example could be marketing to leads, or appointment reminders. If a lead responds back to an sms or email, i would like a notification sent to a sales rep for them to take over
Workflows set to send to leads but being sent to contacts as well
Is there currently a known bug for this? I've setup a workflow in Zoho CRM just to focus specifically on 'Leads'. However, it's also sending directly to contacts too. This needs to be fixed ASAP.
One Drive
Hi, I have tried to upload attachments from onedrive. THis has been hanging for at least 10hrs. Does it still not work with OneDrive for Business as I thought it now did?
Linking records to track referrals and mainting that link when converting the lead to a contact?
I'm trying to track referral sources, i get a lot of business from word of mouth and i want to track that and create automations to thank those who give me referrals. So lets say i have an existing client "John Smith", and he has referred about 15 clients
Product image in quote???
is there a way to add images to product i see that someone else write this question buthas 5 months without a reply can u reple this please
Customer Support Chat or Email? (Zoho CRM)
Is there a customer support chat or email that is awnsered fast? ( Zoho CRM) Just got 3 license to start using zoho and already got some problems.
User profile pictures not updating
Last week a couple of users added a pictures to their profile but this has not updated across the organisation and it is still showing the default blank white head. How long does this take to update?
I have two Associated Items in a Transition, How to make only either or condition for only one Associated Item to be filled for completing Transition?
Hi I have setup 2 associated Items in a Transition for moving from one stage to another in Zoho CRM Deals Blueprint. For Example to move from Presentation to Demo Stage, The Transition requires Either to Log a Call or Log a meeting, before it can move
Insert Product Image in Quote : Product Line Item
Hello Can we insert product image in any inventory modules : product line item level? If not, can we embed in the HTML templates? So that we can view those product images in PDF/Emails? Please let me know if the above mentioned feature is possible or
How many currency fields can be able to add in Zoho CRM?
Is it possible to add more than 10 currencies? Any workaround for this?
CRM Workflow rules
Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time
Newly imposed limitations in the Calls Module?
I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access: So I then head over to CRM and find the corresponding automation, only to be confronted with
Adding more Currency fields
We are a finance company and need to have/add several more currency fields in our credit application, etc. We are maxed out. This was never explained to us by our Zoho partner. They are saying we are limited to Can you please help us make these modifications?
CRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change
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