Lead Conversion - Make Company Mandatory
I do not want to have Company as a mandatory field in Leads as in our business we do not always have the company name when we get a new lead. BUT I do want company to be mandatory on conversion to contact. Does anyone know a work around for this?
How to avoid junk leads
Is there a way to bypass junk leads to zoho or can we put some secured/encrypted URL to submit the form to prevent lot of junk leads in zoho?
Zoho CRM Formula Field in Linking Module
It will be a great addition to have a formula field in the linking modules. For example I have a linking module that links Accounts and a Custom Module called Product Types. The linking module copies Revenue from Account and Minimum Budget from Product
Marketing attribution/ ROI
Dear community, We're now starting to figure out a way of measuring the impact of all our marketing activities against the amount of the won deals in CRM, using CRM functionalities. I know this is a difficult topic. Rough ideas would be a system of touchpoints
Generating a Report showing all Products assigned to Deals
Hi How can I generate a Report showing all Products (and their prices) assigned to Deals? For example, I need to generate a report showing all Deals in 2020; what Products were assigned to each Deal; and theprice of those Products that were assigned to
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact. MyAccountAcc
Canvas Templates - Sharing user created designs to the public
It would be great if you could share your Canvas template designs with the public. I'm sure there are companies who will design templates at a premium but there are also people who would be happy to share the designs they created for free. At the very
Duplicate Application
Hey guys, I have a travel company that helps students to get their visas to their universities, I have a problem with duplicate students' reports, for example, I have student X who wants to go to a university, for example, he applied to AB university
Is it possible to use placeholders in task names?
Hi there, I have created a workflow that creates a task associated to a custom module on a field update. My question is, instead of having a fixed task name like 'Enable Provider', is it possible to create dynamic task names that take information from
Zoho CRM Navigation Menu changes
I am confused. I am starting to use ZOHO and have been adding contacts leads etc, but when i initially log in to ZOHO I can see "Documents" as an option on the Navigation bar (see below), however, when I return to ZOHO some time later the documents option
E-Mail Module in Zoho CRM not visible
Hey :) The Module "E-Mail" is not visible in Zoho CRM... What can I do to see it again?
Adding extra Address field
i own a furniture removal business and i need to add the moving from address and the moving to address. Can this be done? and how? and do i need to keep adding addresses manually into each part such as lead to quote to converted to sales to invoice
email tracking
Zoho CRM has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to our business (Which of course is very important to every business) Take for example Hubspot
ZohoCRM - Inbox view other than Salesinbox
Hello New to ZohoCRM, connected my Gsuite email, however in ZohoCRM tabs I cannot find anything like an "Inbox", so a place where it can act like a web-mail client, use that Inbox tab as main place to conduct email conversations, where similar Inbox can
Relate Contacts (usually Husband and Wife) with few conditions
I have been reading in the Community about single lookup field, multi select field, subform, accounts & contacts, etc... but not sure what's the best way to accomplish what I need and any suggestions are appreciated. Up until now, I was saving both users'
Linking husbands and wives
Does anyone have a solution for linking husbands and wives records who are contacts?
Decision Trees and Additional Lead Views
I use a call center who answers my incoming calls and has a decision tree they use to collect information about leads with. Question 1: Is there a function in Zoho CRM to leverage "decision trees" in the Lead Views. Question 2: I know how to create 1
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
Import fail
Hi team, I'm trying to upload a set of leads into Zoho but the system keeps on giving me the below error. Note that I have already changed the format and all columns and rows have data. Some of the fields you have selected do not have correctly chosen
Update a deals blueprint stage based on Books estimate status
Essentially I am trying to change the deal blueprint stage whenever the associated estimate for the deal is changed to accepted. I got this setup in Flow but responded with 'Stage cannot be updated as it is in blueprint'. Does anyone have any ideas on
Custom Report for Mass Email Blast
I'm trying to create report that I can run that shows the number of open emails and bounce emails by State. Can someone help or develop the report for me?
Picklist History Information in Templates
Hello, Is it possible to pull data from a picklist history tracker and put it into an email template. For example, in the Campaigns module: ${Campaigns.Phase} would be the picklist. The API for the picklist history is "Phase_History" and the field I'm
Locate Map button is gone forever
The other day I was re-arranging our Leads module setup in CRM, and I removed the Section "Address Information" so I could move the address fields into another section. Then I noticed that the button for Locate Map, which just takes you to Google Maps on that location, disappeared. I have now spoken to 2 support reps, and both have told me that because I removed that section (just a section separator, no actual fields) that button is now gone forever and there is no possible way to get it back. This
Recurring events in Zoho CRM need urgent work
We use Google GSuite and Zoho, with a sync between the two's calendars. There are two serious oversights in the Zoho CRM calendar: 1. If you set an event as having an online meeting (Zoho Meetings), it is then impossible to set it as a recurrent event.
Create or Update Data in Multilookup by Deluge Zoho CRM
Hello Team, if you want to update and create a record's Multi lookup Field by deluge, When you using a Multi lookup then Create a Cross Module Like this. Take Course Multi Lookup in Student then create cross Module. Now a New Module will be create inside
Changing the module for email templates ('Leads' ► 'Contacts')
How can you copy an email template and change the module to which it applies? I have created a few email templates for 'Leads' which I would like to copy (and edit) and use for 'Contacts'. After searching and fiddling around for a long time I can't find
Email templates more fields from related lists
When we create email templates we would like to see all fields from related objects e.g. creating and opportunity template we would like to be able to choose from any field from a contact or account related to that opportunity. BTW when you give us the
can I talk or chat with somebody for support?
I need support for configuration by telephone or chatm do you have?
I keep getting asked to log in
I use Chrome as my platform. Every day I log into Chrome and it asks me to verify. I have no problem with that. I then log into ZOHO and it asks me for my email, 2FA and then asks me if I want to trust the platform and if I say yes then I will not be
Can i Select custom related list records while creating Templates for Potentials (Deals)?
Can i Select custom related list records while creating Templates for Potentials (Deals)?
WON report
Is there a way to run a report of Accounts I've Won deals with in the free version?
Import breaks Zoho Blueprint
Hi, We are an extensive user of Zoho Blueprint, which we find as a brilliant capabilty. Yet any record touched by an Import, whether newly created or updated, causes the Blueprint transition for the record (eg Lead) to dissappear. Only when the recocrd
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Is it possible to add a button that triggers a function or workflow in Zoho CRM?
Hello, I am looking for a way to add twi buttons in the contacts section (contact list). First button The first button should do a custom search (like the same you do with the custom filters in the left sidebar). But it has to be a button that searches
Notification of Approval Requests
In the approval process, the standard email notifications are not being sent to the account that received the approval request. Also, I cannot customize the text of the email. Therefore, please tell us how to notify the approver that the approval request
Quote line items: "Description value exceeds maximum length"
When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we
Secondary email to be default or CC in mass emails when primary is blank
The ability to be able to email to a secondary email address has become more important this past year. It would be helpful if you could have the email default to the secondary if the primary email is blank or have it automatically CC the secondary email.
How to make it to display stage specific note field for each stage within pipeline in CRM
Hi, Please refer to attachment for example For example, I had a pipeline with 4 stages. I had also created 4 new fields for user to input the note for each stage. In Kanban view, how to make it to display note for the specific stage only ? From the attached
Can't access custom Field in Ordered Products subform on Purchase Order record
Does anyone know why we can't access any custom field in the Ordered Products Subform via their API name in a Deluge Script? We can do it on invoices, quotes, and sales orders. Why not Purchase Orders?
Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
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