Creation of Map Reports
I would love to see the ability to create a map report using google maps. Where the user can select what data to view on the map and select filters based on that data that change the colour of the pins. My reps find it useful to view a map of the time since last check-in fields so they can see who they haven't visited in a while and exactly how many days it has been since they visited. it would be useful if this could be filtered by time periods i.e last 30 days, 30-60 days, 60+ days etc... and the
Using Fishbowl Inventory and Zoho CRM
Is anyone using Fishbowl Inventory with Zoho CRM? Our company has been using Fishbowl for several years but we are new to Zoho. We are trying to figure out how we need to modify our sales process and/or build custom integrations between the two platforms.
How Can I Read Scores via API?
Hi, I've defined a scoring rule for deals. I want to read score values of deals via API. The searchrecords api does not return score values. How can i read?
Facebook lead forms and Zoho
Hi! Is there any way I can integrate Facebook lead forms to my Zoho CRM? I wish to collect the leads I receive from my Facebook lead forms directly to my Zoho CRM. Any information regarding this will be deeply appreciated.
Macro and Account
Is creating and using Macro's in the Accounts module in the development road map? Regards, Glenn
Zoho Removed 66% of Screen "Real Estate" at the flip of a switch
Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previously
Zoho CRM running terribly slow
Not sure if any one else is encountering this but our whole team is experiencing that zoho crm is running very slow. Feels like we are on a dial-up connection. Half the time page doesn't load or takes forever to do any thing. Reports hanging or taking
Connect ZOHO CRM with specific email domain from Google Workspace
Hi There. We are using Google Workspace with multiple email domain aliases for each user (user_1@domainA.com, user_1@domainB.com). We would like to integrate emails into ZOHO CRM (using ZOHO One) Please could you let us know if you can integrate/filter
Canvas - Zoho Books Details ?
I get that the financials are hidden for privacy & we need to hit the drop down when we want to see the details. Can we have an option to always show this, without needed to hit the dropdown. Any plans to add "Total Sales", "Outstanding Receivables"
Paid Job For Zoho CRM Developer
I am looking for a Zoho expert on an ongoing, but casual basis (not a Zoho partner) to assist with customising our CRM requirements. Priorities are; Build an API to connect with another CRM that has an open API. I want a two-way sync, but will use Z CRM
The change owner email notifications does not work
Hi, when we change the owner of the lead, the system email notification does not work. Do we need to do something in settings?
Add Report to Home page
Hi All, Why can't I add the newly created reports to my home page.? I can add some other already existing reports to my homepage by using the option: Add component - > Custom View -> Lead and then selecting the report that I want to be displayed. However,
Convert a Custom Module record to a Lead record.
So here's the deal and its a pretty simple concept. Lets say... 1. We have Contacts - lets consider these Customers, and; 2. We have Leads - lets consider these at least semi-qualified Prospects. Inbound calls from mail, Internet, TV/Radio. And! If we
getting deluge error on update
Getting deluge error on update task here is the code - Products = zoho.crm.getRecordById("Products", ID); Category_1 = Products.get("Category_1"); info Category_1; mp = Map(); //mp.put("Category_1", "Sport Supplements"); mp.put("Ingredients", "Sport
BCC Dropbox Creates New Lead for Internal Users Resulting in Email Being Tracking for Internal Users
We have two rules in our Microsoft Exchange Server for handling for the Zoho BCC dropbox. We have the exact procedure in place with our current CRM system from which we are migrating (Bigcontacts). Here are what the Exchange rules look like: Incoming
Mailing Address Validation
Hi, Can anyone recommend an address validation extension or potentially a script that will search Googles Address API please?
Trello - Zoho Power-up error while authenticating
Hi, I am trying to add the Zoho Power-Up to my Trello board. But I get an error while authenticating telling me ERROR invalid_client. I think it is because it is trying to authenticate with Zoho.com while my zoho account is on the Zoho.eu server. Can you help me? Regards, Nicola
Tasks/Meetings/Calls
Is there a way to convert back to the old view of Tasks/Meetings/Calls? This new view makes it difficult to view especially since we only use the Meetings. The view was much better when it was a detailed list view rather than the blocks.
New Open Activities Module is TERRIBLE!!!
Does anyone else think that the new "Open Activities" module in Zoho is terrible?? It used to be really easy to close out tasks by clicking the green "close task" button, but it's no longer there? Zoho - can you please bring this back ASAP?!
Custom Button function - changing Lead Owner
Good afternoon. I have a Custom Button called 'Sold' on Leads. The idea is that when a Lead becomes a customer, the button is pressed and it generates all of the correct information into the other modules. This all works fine, however I would also like
Where is Functions located?
Hi I just upgraded to paid professional, I cant see functions in my developer space, how do I access it?
what's the funtion of Case Escalation Rules
Hello, Could you tell me what's the funtion of Cases-Case Setting-Case Escalation Rules. On "Case Escalation Rules" page, I have set Case Escaltion Rules, but I don't know how it work, what is the function of it? Thanks.
Create Section - not showing up
Hi, i created new Custom Fields and then created a new section on the page layout for leads and put the new custom fields in the new section. However the new section does not show up on the page layout when i go to leads ?
Numbering Venues/Locations
Hi, I have 56,000 Venues/Locations (a module). I want to give them all a number within a field. What is the easiest way to do this please?
How to add a CC Field in an Email Template
Team, I have the below business problem Due to requirement of the regulator on compliance - I would need all my automated emails (Triggered by workflows) to have CC address to one particular ID. Currently neither the workflow manager nor the Email Template
Enhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the email
Vertical CRM
Hello, Can i export the application developed on Vertical CRM ?
CRM Lead scoring wiht Marketing HUb
Hello, Does the new multi scoring system pull scoring data from Marketing Hub or only Campaigns?
Zoho CRM with Servicenow
How to Configure Zoho CRM with Servicenow?
Mixed users?
Is it possible to have have a mixture of user types? We have some users who only need to view data occasionally so the Zoho CRM Professional edition is a little extreme for our needs. Could we have free users as well as the current Professional users
Hide / delete default dashboards
Hello, is there a way to hide / delete the default dashboards in Zoho CRM? Or even move them into a separate folder?
Editing, Deleting or Hiding Public Dashboards
Apparently the system comes with a Dashboard folder named "Public Dashboards" which contains 7 dashboards as follows: Lead Dashboard Accounts and Contacts Dashboards Potential Dashboards Campaign Dashboards Case and Solutions Dashboard Product Dashboards
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown.
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown. How ?? Let me know if required any details...
Deleting duplicates/sending mass email to accounts
Help please :)
Bulk Update of Currency Exchange Rate History
Hi, Is there any way to bulk update of currency exchange rates (via screen or import or api etc.) ?
Charts in the new Reports Module
The new version of the Reports module seems to have removed the ability to add a simple Chart to a report, which means the only method for visualising Data is through Analytics, which still has a limit on how often you can refresh the data - every 3 hours
Add merge fields into workflow task creation
It would be vice to have merge fields available for in the creation of new workflow tasks. Example. I have workflow task setup to be generated when a new case is created. Like the e-mail template, it would be nice to have the ability to insert merge fields in the description section and the subject line. This way, when the new task is created it will have a few bits of information concerning the case it is related to. I know that the task will have a link to the case, but as a quick view, it is convenient.
Downgrade from Enterprise to Professional
When I downgrade, what happens to any Custom modules I have created, do they stay in CRM or are they deleted ?
Contacts report to include mailing address from Account
Hi all, I want to run a report for all contacts in my DB for mailing purposes. I want the report to pick up the mailing address from the account each contact is associated to, unless the contact has their own dedicated mailing address. Can this be done?
Zoho CRM and Dropbox Custom Functions and Usage
Hey all, Looking for input and advice with Dropbox/Zoho integration. I'm looking to do more than just create a folder every time a lead/deal/contact/account is created. I'm looking into custom functions to use with dropbox, like moving, deleting, and combining Dropbox folders and items for customers. Anything I can get for insight on the basics of function writing for Dropbox is welcome. A few goals I'd like to accomplish: Move a Lead's Dropbox items to their new deal folder once a lead is converted
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