Last Activity time is not update!
I have send email to a customer but Last activity time is not updated but timeline field work fine. IN front of contacts the last activity time is not updated.
Why does Zoho close topics when they haven't solved the problem
Below is a prime example of the admins closing a thread of an issue we have been waiting years to be resolved claiming it's fixed, IT'S NOT! The question is around adding BCC to workflows, the solution is adding BCC is to mass emails which is not even
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
Workflow problem since update
Hi, is anyone having issues since the update today? Our clients are getting sent multiple emails of the same thing for some reason today.
Products selections in Invoice modules - CRM
Hi! When I create an invoice, in the Invoiced items section, I need to be able to: Product category A -> Product Name (List of products name in category A) Product category B -> Product Name (List of products name in category B) Product category C ->
Redirect to Zoho EU
When logging in to www.zoho.com/crm we get automatically forwarded to www.zoho.eu/crm Presumably because we are based in the UK - anyway to stop this? Our CRM isn't on EU servers.
Zoho CRM Meeting shows Accept when particiant has responded with Reject or Maybe
95% of meeting participants using Outlook uses the built in buttons for Accept, Reject or Maybe. The Zoho CRM meeting module shows responses of theese types from participants. The problem is that they are only correct if the Participants are using the
Fields for Matching Records
The fields available for finding matching records should include City and State. When converting a lead and there are several potential matching accounts, the pop-up screen only shows Account Name, Website, and Phone. This is of little help when we
Can CRM Sandbox be created off of another sandbox?
Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in
Introducing wizard functionality to sandboxes
Dear All, We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail. Supporting
Cannot Attach Files from Google Drive
I was happy to find a new functionality of attaching files in CRM from Google Drive. However, after authenticating GD in both CRM and on my phone's security alert, the screen seems to hang, never fetching my GD. What could be wrong?
Tracking logs for when a record owner was changed.
We're trying to trace when the owner was traced for a particular record. This happened last July or August, and we need to be certain on the date. We couldn't find this in the audit logs, and checking the timeline feature has not been helpful too as it
Convert button in custom module?
I have two separate types of leads. One is leads for sales which I have in the leads module, and the other is leads for recruiting which i have created a module called "candidates". With the leads module i can easily convert to deals. I noticed when
Show record layout options in create record dropdown
This feature request is based on a vague idea to populate the create entity button with options which would mirror layout types and rules. Probably more complex because of permissions. The need stems from my original post: https://help.zoho.com/portal/en/community/topic/create-campaign-layout-type
Can Zoho Automate a Product Assignment Based on a Field within my lead?
My leads all choose a course selection when they sign up, so when a lead is created, that course updates a field. Can I automate an assignment of a matching product with that course selection or do I have to manually do it each time?
Request for contact update
Greetings all! We are in the process of moving over from SF to Zoho and the one feature I would really like to see if a "Request Update" for contacts. SF has this feature and we use it frequently to send a request to our customers to update their contact
List tickets in a dashboard
Hi all, Is it possible to create a component on the dashboard which displays the latest open tickets in Zoho CRM?
Can't sent emails from Zoho CRM - pop up screen is blank
I have a new user that is trying to send emails from CRM. When she clicks on 'Send Email' from an account, she gets an empty, white box. She is using Google Chrome. Thoughts as to how I can get this working for her? Thanks.
Make your CRM layouts dynamic with conditional layouts!
Conditional layouts in Zoho CRM offer you an interface to seamlessly manage the dependency between fields in a layout. Your sales data are often inter-dependant. Let's say Zylker Real Estates deals in the sale of residential property - such as apartments, plots and villas. While you create a new record for an apartment, certain fields in the form may become irrelevant. For example, fencing details may be required for plots but not for apartments. But they are still present on the layout. There may
Unable to use deal. stage
We added a new stage to the probability mapping called 'On Hold', but are unable to changed any deal to stage 'On Hold'. The new stage shows up under the Kanban view, but we cannot drag a deal to the stage.
=Datepart(Now()) - date math - (it's always about date math, isn't it?)
How I wish this would work. =Datepart(Now()) Does anybody have the correct syntax handy?
Associate a contact with multiple accounts?
Many of our contacts will have relationships with several firms. They will be the CEO of one company, and sit on the board of directors of a couple of different companies, possibly associated with a non-profit foundation, etc...and many times all of
What is the expected method for editing dashboard components?
Every time i try to adjust the components in our dashboard I end up going around in circles. This page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-kpi points me to a 'dashboards' tab, that doesn't seem
IMAP Set-up: "Email Sync is in progress. You will receive an email notification once the sync is complete"
Tried to set-up IMAP email this morning. All server names and port numbers are correct and verified (by Zoho online support staff who spent a couple of hours with me trying to resolve issue). Unfortunately, the above message has remained in the email
Introducing Zia Recommendation Analytics
Dear All, Greetings! We are excited to present Zia Recommendation Analytics in Zoho CRM. Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
Quotation - One Product with multiple type of charges
Hi Zoho Support, We have products that we quote to our customers in a itemised way as to separate them on the basis of: 1. Upfront costs 2. Setup costs 3. Monthly recurring costs. Here is an Example for the Product: ADSL Internet plan. Upfront Cost ADSL
Rename the file when exporting to PDF
Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ". Bone, which exported with the name of
Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout and
Meetings Module - Location Field
Vertical Solutions Question: Does anyone know if it's possible to turn the Location field on the Meetings Module form into a Lookup field to Contacts Module addresses? Or, is there a way to add a Lookup field to the Meetings Module, then hide the Location
twilio call transfer
Hello. looks like the most basic function for twilio integration are missing. you cant transfer a call or you cant put a call on hold these are basic functions of a phone system. twilio is unusable. here is the link to the api incase you need it. h
Bigin Built in telephony
Wondering if Zoho is going to bring the built in telephony in Bigin to CRM? Zoho has needed to offer their own modern telephony solution for a long long time!! Its a major weak point from our point of view. We've tested several U.S. telephony's that
Deals Territory Assigment
Hello, We are using Deals and assign them to Territories to have an overview in forecasts of our targets. Now we notice that if a standard user (non admin and non territory manager) makes a hit, it's impossible for him to assign this deal to a Territory.
Quotation custom fields not showing in reporting
in the Quote product area I have created two new fields, "Area" and "Option", they are simple pick lists and are working correctly. BUT...... They do not show as available when I try to create a report and I need them. The product description which is
Seting up sales objectives
Hi, I feel like there most be a very easy way to do this, but I just cannot find it. How would I be able to set up goals for our sales rep? I want to be able to create a quick graph where he can see the Sale Objectives that we are asking him for a certain
Lead Name under Leads is pulling the leads Last Name field
On my Leads tab, I want to display Lead Name, Company, Email, Phone. All fields appear to be pulling the correct data with the exception of Lead Name, which is pulling in the Last Name data, as opposed to "ABC Co." as an example.
Layout Rule applied to the Layout that it's not related
Here is the case: We created another layout for our deal module and made adjustments for the users that are going to use it. Old Standard layout is having a layout rule which sets up a couple of fields mandatory upon changing the stage to the Won. But
Is there a free edition (not free trial) of CRM?
I was looking at the price plans for CRM and for the Standard plan it mentions a "Free" for everything in that plus Standard features. But it appears there isn't a free edition. But I know there is a free trial version for all version which I am using
Find and Email to All Records Associated with a Deal
In the Deal module, we have a lookup field that links to a custom module called "Realtors." When a deal has a realtor that is part of the deal, we have this "Associated Realtor" linked to the deal. All we now need to do is figure out how to email all
Mailing address for Ireland (or any non-US country)
How do I enter mailing/shipping/billing address's that are not US based? We have customers in Ireland and I'm not sure where to put what address information in the usual US format.
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