Email Attachments
Is there a way to increase the email attachment limit? I find the 3MB limit to be restrictive. tholmes
STOP CHANGING SUBSCRIPTION SIGN UP DATES
When a comp;any signs up with us it cost the company 85.00 for 1 year, with one admin. each additional person they add cost 25,00 Because we are federal regulated We have to show the company sign up date, The problem is if one of them adds a new empliyee
Contact First name field has been set up as a Salutation drop down list and can't be changed
I have been told by the Zoho support people (through chat) that I cannot change an correctly setup First name field. The first name field has been setup as a drop down list (see attached screenshot). I cannot rename this field, or delete it. I can add a "first name" to this field through a data load, but I cannot manually add a name, or update a name once the data has been loaded. I have no idea how or why this field was set up this way (I have inherited the project) and it is very frustrating that
How to search by CRITERIA in my own Module? C# API
Hello everyone! I need to search through all of the records in my Module and show only those who do not have my parameter "License": Link for this code: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records The
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
How do I show the company name to which a 'Call' is scheduled on my home page?
Hi everyone - hope that this is a simple problem and I can use Zoho as intended as currently it's not working for me properly yet! This is one of the eproblems I have encountered and I have looked at 'map dependency' with no success - maybe I'm missing
Customer Portal - can the Customer receive an email notification when I do "Share to Customer" in a Note?
Customer Portal - can customer receive email notification when I do "Share to Customer" in a Note? If so, where is this configured? If not, it's a major feature need. Giving our customer's easy access to Portal interaction is powerful...requiring a customer
Zoho CRM Workflow - Trigger isn't working
I've created a webform using Zoho Forms and it is integrated with Zoho CRM. The integration between the application is working. However, the workflow I created in the CRM isn't working. I set a workflow rule with 3 conditions. If a package is XYZ,
Sandbox Configuration and Data Type is disabled
Hello. New to Zoho community. I have reviewed numerous Sandbox related posts but they all seem to be stale and the ability to use production data in the sandbox when creating now appears to be an option. HOWEVER, when I try to create a new Sandbox the
Related List, Related List Label and custom fields? Help!!
I'm having trouble understanding the related lists, what they are for, how they map, etc. I've added custom fields in the Leads module, for example, to associate a Vendor with a lead. I create the new field using the following Field Type: Lookup Label: Vendor Lookup Type: Vendor Module Related List Label: ????? I entered "Products" under the first Related List Label. Now, when I go the specified vendor, there is a duplicate Products section with the Lead associated. I've created a few other custom
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Category for tasks/events in Zoho CRM
Hello, I think there will be needed to create categories for task and mayby events just like in calls. Please consider that
How to create a record for Contacts with API C#?
I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts.
Why are Zia's "enriched data" suggestions so often so completely unhelpful?
I've had Zia suggest information from another person who lives in another country -- and Zia knows that, because it can see that the person in the CRM and the person it's suggesting have completely different addresses. I've had Zia suggest information
Single Sign-On from Website
Is single sign-on from a website to Zoho CRM possible? How is it done?
Adding Images in Print Templates
I have an IMAGE UPLOAD field in my QUOTE. (Not a product image). On editing the QUOTE TEMPLATE, I can't see the FIELD there (in my case, ${Quotes.Image}) Is it possible to add an image?
Opportunity to contract conversion (= 2 deal modules with different names)
Dear all, We just started using Zoho CRM and we have decided that the "Lead" module does not fit our type of business, as a lead is converted generally to 1 person (Contact) and 1 company (Account). As we sell products to large conglomerates, we would like to store many contacts with 1 opportunity and sometimes various opportunities for 1 contact, and it got too complicated to use Leads. So, we came up with the following: Account = Company - we register any company that we come across directly as
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
When does a person gets cookied
Hi, we are currently shifting from marketo towards Zoho crm, and we will upload 50.000 contacts in our database. Which actions can one do so that he/she gets cookied, and will be connected to the stored email address in zoho CRM? Form Fills? Click a link
Last Name field in Contacts Layout is not displayed
See screenshot enclosed Hi, In ZOHO CRM Contacts Layout, I have Last Name with a red border on the left and the field is not displayed on the contact page (this field cannot be modified as it is system-defined). How can I make it appear on the layout
how do I change ownership of contacts from users who are no longer in the CRM
I had user A user A owned contacts X Y Z * user A is gone I want to find and change all contacts XYZ * to user B I can't search for contact owner A as CRM does not allow me to do that How do I change all contacts(X, Y and Z) owned by A to user B?
Lead management module
Hi I am a sales manager and we use Zoho one to manage all our business. I looking for a super efficient way to call leads. My dream is a windows with one lead in it and after a call, my rep can add info like "no answer" or "no deal" and then click a button
Multiple potentials from one contact
I have a customer that acts as a distributor for me and weekly is sending me quote requests for individual potentials. How can I separate emails from one contact to each potential that I have for them? At the moment all emails from him goes into all
Custom Module questions
Hi Team, I have created a custom module called 'Change Requests'. This is for when a client requests us to make a change to their environment, we need to document what is to be changed, if there are any costs associated, and have them sign it before we
Enrich data issues
I love the Enrich Data feature, but there are several issues that I've had. 1. Phone numbers are doubled in the field. In other words, a phone number will show up as (123)123-1234(123)123-1234. 2. Addresses: the street address fills with the entire address,
Enhancements and changes for Zoho Campaign's integration with Zoho CRM
Dear All, Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services. It offers various options to touch base with
Workflow Rule Not Firing
Hey Everyone, I've set up a sandbox and, inside, I've created a basic workflow rule that should fire whenever an Account is created. This workflow rule should trigger the Test_Account_Function function, which contains the following code. zoho.crm.updateRecord("Accounts",accountId,{"Account
ZOHO Reports do not get refreshed
Hi All. We have a module call meetings; reports get generated for this module. I created an entry but the report doesnt pick it up and refresh with my entry. Essentially reports dont get refreshed even when we do a "Run".
Not getting cc or bcc emails to myself
I'm been sending out personalized email templates per contact in Zoho for days and have not heard from anyone. I tested it by ccing or bccing myself and I did not receive the emails after about an hour waiting for them to come in. Hmmm?? Are my contacts getting their emails. When I sent one email to myself (no cc or bcc) I got it in a minute or two? Why is the cc or bcc not working?
How to convert and email address into an account/company name
I have imported my contacts and a high percentage of them have been left without an account/company name. Am wondering if there is a way i can extract the domain from the email address, match it against the domain on the account and then populate the
add a property to users that was there and got deleted before
Hello, In zoho crm, I had a field for users that was called 'Firm', and it was deleted, then I currently want to add a 'Firm' field again to the users, but when I try to create it I get a message Duplicate field label found. Enter a unique label. but
Tying two leads from the same company together
Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?
Zoho CRM: Can I make My Accounts visible to all organization members
Folks, I'm a Super Admin member, and would like to let all my account list visible to my sales team (aprox. 3.000 accounts), so they don't need to create this accounts again. I couldn't find a way to do so. Any tip, please? tks!!
Adding geolocation to an Account Billing or Shipping address
Hello, We plan to share some accounts, with the logictics, and one request is be to share the geolocation of our client : latitude and longitude. I couldn't find a way from inside the CRM how to find or calculate these coordinates. I guess external service could be used, and data updated when adding or editing an Account. What service do you use to get gelocation from an address saved in the CRM ? Do you have any suggestions ? Thanks !
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Unable to create command center transition or actions
I've tried to create multiple journeys inside the command center but keep getting an "INVALID MODULE" error each time. It doesn't matter what Module I use, and it does not matter what the transition is. I get this error each time: {"code":"INVALID_MODULE","details":{},"message":"the
Why Can't I see 'All Emails' from all users at the contact level?
I am unable to see all the email history at the contact level within ZoHo CRM. This function wants me to select a specific user within my company to see his/hers email only. This does not help with quickly seeing a 'Snapshot' of all the email history
Export a Quote in Google Docs
Hello community, Has anyone managed to export a Quote into Google Docs with line items? We have managed to this via Zapier, but it is not the best. Do you know of any other solutions? Ideally we have templates in Google Docs and the export should get
How to manage complaints in CRM
Hello I'm new to Zoho and am looking at how I can manage our complaints process in Zoho. Complaints are mainly external and depending on the nature of the complaint, they have different resolution dates. I'm currently using an Excel spreadsheet as the
Managing Duplicated Calls from PhoneBridge
We have connected our VOIP provider, VoIPstudio, to Zoho via Phonebridge. In general, it's working out very well. The features are killer for us. Well done on the integration. One issue that I've noticed, however, is that when our customer service line
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