Zoho Sheet View Not Updating back to Zoho CRM
I'm trying to clean up our database some and "sync" some information between Zoho and our ERP system manually (no API's currently being used). When I save the sheet and then refresh Zoho CRM none of the changes are coming over. I've waited as long as
Subform Layout Changed?
Hi We have a subform in one of out Potential layouts. in december everything was fine, now that we have come back since last week, when a user edits all the columns no longer show and you have to scroll (see capture) - it is like the layout of the page
Oops, ther e seems to be a problem
Unfortunately I have just encountered another error that says nothing about what's going on. Trying to Update schedule and all I get is "Oops! There seems to be a problem. Please try again later." Workflow link id: 72390000000021001 cfs Id: 3253392000002321013
CRM is not saving my workshop
CRM is connected to our website, this means that when I create a workshop, and set it to active it automatically appears on the website. However, for some reason this process is not working. I was wondering if anyone could tell me how to fix this.
I want to see contact photos (if available) in reports and views
I want to see contact photos where ever possible in ZohoCRM
Zoho CRM Changing "From" Address of Email notifications to users in the CRM
This is something that the current guides for are outdated, from the look of it. Guides like this tell you a certain way of doing it, but the "From" address field is no longer there: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/set-email-notifications
Assign Tasks to Named Users in the Deals Module
We usually have more than one person working on deals collaboratively, to associate the users with the deal we have added several User fields in the Layout for the deals module. When creating workflows you don't have the ability to assign tasks to the
Conditional Layouts within a Template
Currently we have two quote templates. Show discount column (for when we apply a line item discount) Do not show discount column (default when no discount is applied) The Problem Users apply a line item discount and then often forget to switch the templates which causes confusion when the client receives the quote. (see images attached) The Solution Have a conditional layout with template. The we could just set the default template and show / hide a item table column depending if it is empty or
email sent with Zoho crm not showing in zoho mail
When I send an email from CRM it is not present in the mail sent in Zoho Mail. This is normal? Is there any way to fix? Thanks in advance.
Email already exists. Please choose a different email id.
Please help, I am unable to re-add a specific user because when I enter there email address I am given this error: " Email already exists. Please choose a different email id." I can't find anybody else in our company with the same email address. Is
Nouveau Commercial, droits d'acces
Bonjour, On a recruté un commercial et je voudrais lui donner accès à nos clients, ce qui est possible en lui donnant le statut de Directeur Général parmi les rôles que l'on peut assigner, par contre dans ce cas il peut exporter la base de donnée, ce
Second workflow not triggering after a schedule workflow action
Hi I have a complex business process, a deal will change owner a number of times before it ending. I change owners because there are many people involved in the process and I have to assign tasks as the deal moves forward. The problem is when I need to
Email Bounces
We would like to delete emails that were bounced due to a hard bounce (i.e., bad address, not listed in domain server, etc.) Is there anyway to distinguish between hard and soft bounces?
Google adword conversion tracking is not happening
I have recently integrated the google adwords with my account, on number of leads, I see GCLID has been been populated but none of the other google adword data is populated, please tell me why
Missing Activities Modules
my activity module is missing and I have gone into manage modules to see if I can put it back it on but its not there. I have also gone into my roles and its even listed in there as well, can anyone suggest anything else?
When will CRM be able to link with multiple Shopify sites?
We need the ability to be able to view all our customers in one CRM system. We have multiple Shopify sites and are only able to connect one to CRM directly. Apparently there is a workaround by linking the sites to Inventory and pulling the data from there,
Multiple selection with linked contacts field
Hello, In my contact module, I would like to add a "linked contacts" field, to be able to see in a contact card which other contacts this contact is linked to. And I would like to be able to select several contacts, not just one... I tried to create a
Creating tasks to someone assigned in a user defined field
Now is possible to create lookup field for single or multiple users record but it is not possible to automatically assign a task to users in custom lookupfield via workflow automation
Need recommendations for a custom B2B workflow
Summary I want recommendations about setting up a custom B2B workflow in Zoho. We're a B2B business with non-standard billing needs. Our customers often purchase multiple service packages from us, so there is a 1 to many relationship. For example, Customer
Multi use of CRM within our organisation
Our business can be neatly put into two distinct areas. Sales/Marketing & Installation of our system. I use Zoho for the sales activity. I have been looking for a system that can assist with the management of our installations. Weirdly, I hadn't considered
Integrate Amazon Connect to ZoHo CRM Failure
I am trying to setup amazon connect telephony service with zoho CRM but when I attempt to login to amazon connect the popup window says it cannot reach this page. Any suggestions? Please see attached screenshot:
Using Zoho Projects without Accounts in CRM
Dear All, I understand that currently it is not possible to use Projects (integration with Zoho CRM) with without the accounts module. I like the idea of have projects as a front end for say the deals module - so a customer can see say the progress of a transaction and some of the activities that are happening in CRM (notes, tasks, milestones etc..) My organisation is B2C and has no need for an accounts module. Is there anyway to have projects 'integrate' with Zoho CRM without accounts ? Or can
Task and pop up notifications
Hello! I have doubts about how to use the task notification. I followed the guide, and also the support instructions, but I can't get the window notification to work. Email notification does work. I have the correct timezone settings. Has anyone encountered
Creating tasks to someone assigned in a user defined field
I'm trying to automate out process, and running into difficulty. I'm trying to have tasks assigned automatically to people along the sales process. I tried to have workflow rules and custom functions to have the potential owner change along the process
Leads - Business Card
Good afternoon. I'm trying to display the Company Name field on the Business Card at the top of Leads, however it won't allow me to do (it's the only required System Field on the page so I assume this is the reason, as I can add any other fields?). Is
Deduplication of Leads and Contacts
We are cleaning up our leads and contacts modules. We have a number of duplicates that exist BETWEEN (in both of) the two modules. Is sthere a way to deduplicate BETWEEN modules?
Picklist can't be edited inline, only in edit mode
Hello, I have a picklist field "Rep Firm" that cannot be edited inline like all other fields within the Accounts page. The only way to edit the "Rep Firm" field is to click the edit button at the top, make the change, and then click save. How can I make
Layout Rule with numbers?
Is it possible to have "x" amount of single lines show up based on a previous picklist question? IE: First Question - How Many Rooms in your house? User hits the drop down to select 5 then the rule would only show 5 single line fields possible?
Associate a price book to an account
Hello, I would like to know how to associate a price book with an account, so that the quotes will include the correct price (based on the price book associated with that particular account) as soon as a product is selected. Thanks!
Calls with Zoho CRM - One way call issues
Hi, There are so many call issues that keep repeating when the reps try to call. They cannot heat the callee or sometimes the caller cannot hear the reps calling. Sometimes it works and sometimes it doesn't. Checking with Twilio also has come back
Database accidently erased - can ZOHO restore it using past recent info ?
All entries in one of our databases was accidentally totally erased by someone thinking they were backing it up. Some 35,000 entries gone. Our backups were also erased at the same time. Is there a way for ZOHO to restore all the data using their past
Associate a contact or lead to more than one account
I have contacts and leads who work for more than one account. Currently I can see a way to assign multiple contacts to one account, but can't see a way to assign multiple accounts to one contact. Anyone know if this can be done?
Automated logging of calls
Good afternoon. I am looking to create automated logging of calls from our phone system. We are using TelcoSwitch/CallSwitch and I have set up the integration for this already. Using the phone system I can manually run a test by typing in a phone number
Individual contacts without "company" = no accounts?
Hello, I'm new to ZOHO CRM and from what I learned, the "Accounts" in ZOHO are meant to be created for "companies". That way, multiple contacts within the company can be associated with the account, and yet each contact can maintain their own profile
OUtlook calender syncing with ZOHO ( 2 Issues)
HI Please help my diagnose: Calender syncs, but creates a SEPERATE calender in outlook, I had synced my outlook calender with zoho last year and it didnt do this that time, but this time at it seems ot have created a new calender called ' ZOHO CRM Calender"
How to create a mass email summary/report?
Hi All- We schedule emails to go out on a daily basis. Is there a way to run a report on how many emails went out daily and what industry? Any suggestions would be greatly appreciated! Thank you in advance, Susan Hiley
Sync Data from ZOHO CRM to ZOHO Writer
How do I sync data from CRM to Writer? Like maybe, auto populate fields in the writer with client's name, etc from ZOHO CRM? and maybe from Bigin as well
Allow multiple booking on Zoho CRM Calendar Booking
On the Calendar Booking, I would like to offer the option to our clients to book the same meeting (on the same time slot.) In the "Manage Calendar Booking" -> "Edit" -> "Advanced Settings" I select at "Maximum no-of meetings on same time slot" a multiple
Complete Sales Activities On the Go with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Why are we capped at 5 saved filters per view in the CRM?
We have accounts in about 20 industry categories. We'd like to have saved filters for each of those. But Zoho caps the number of saved filters for any given view at 5. The Zoho-suggested "hack" to create even more views, each of which would hold a maximum
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