Looking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all theRelay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails willZoho carbon footprint
Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho forChanges made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made byIs it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this emailAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,How to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileUnderstanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each atIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andWix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separatelyZoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication ThxAdd a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "MailingBest way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do youemail templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do notdecimal point separator will dissapear when editing the value
as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal ModuleDecisions in Blueprints
We would like to have Decisions in Blueprints, just like they are available in Kiosk Studio. That would allow us to build more complex flows, without it being too messy and hard to maintain.Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Counting number of records from related module
Hi, I have a field called: 'Number of unsolved issues'. I want this field to contain the number of records (from module 'Debiteuren') which are not solved. How can I do this? How can I update this field? So in this case, the field should display the numberSet visibility of default views
Hello, Requesting ability to set visibility of default/pre-built views. For custom views, you can set it to "Only Me", "Everyone", and "Selected Users". For the default views, we have some examples where we don't want everyone to see these. For exampe,Surely it's time Inline editing from views
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.When creating a new module it is turned OFF by default for all Profiles
Currently when you create a new Org Module it is turned ON by default for all profiles. So once you create it you need to go over all profiles to take away access. It makes a lot more sense that when we create a new module it is turned OFF by defaultHow to reduce sync time between ZOHO CRM and Books? Can't Accountant do Manual Sync?
Can we reduce the Sync time? Apart from Admin who can all have access to manual Sync? Also, can we have a button on the CRM or Books to Sync CRM and Books?Problem with importing contacts and associating tags
When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when I choose a new tag, the new tag replaces the existing tags. I don't want this,Enhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! ReusableAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadDue date field in tasks module (ZOHO CRM)
Dear community, I'd like to know how can make my due date field from the tasks module into a date/time field. I have a few situations that the task is opened in the morning and it has 3 hours to be done, so the current field type (only date) do not fulfillBlueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can weIntroducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* Additional[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! Hello folks! Kiosk Studio, which was in early access, is now available to all customers in allFor Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. ItStay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.How to create 1:1 relationships between modules?
This is what we need: Module A has a lookup field called "B", where one record of module B can be connected. Module B has a lookup field called "A", where one record of module A can be connected. Note: the fields should be in sync. If we connect a recordDeal Stage / Cycle
Hi, I'm a newbie to Zoho CRM and currently testing out the free version. I'm quite confused with the deal stage. In my window, I can see the following in the order: 1) Qualification 2) Need Analysis 3) Value Proposition 4) ID Decision maker 5) ProposalHow to assign invalid user to a record
I have set an workflow , which will take owner from other module and assign it to a new record. However, if user has been deactivated, deluge can get user info as normal , while It will pop up error when it is assigned to the new record's field.whichI HATE HATE HATE THE NEW LOOK AND FEEL
TOO MUCH INFO TOO BUSY NOT PLEASING TO THE EYE DO NOT FORCE ME TO CHANGE OR YOU MAY BE FORCING ME TO LEAVE!Formula Field using another Formula Field
Dear Support, I'd like to create a custom formula field that use another formula field. Is there some workaround for this? Thanks. Paulo Miguel.Automate Birthday and Anniversary wishes for your customers
Want to automate the process of sending birthday or anniversary wishes to your leads or contacts? You can do this in a jiffy using Date-based Workflow Rules. Workflow rules can be triggered based on: Record Action - Create, Edit, Create or Edit, Delete, and Field Update Date - Date, DateTime occurenceTo automate this use case, you can create a Workflow Rule and trigger it based on a Date field, in this case, the Birthday/Anniversary field. Here is a GIF image to take you through the steps to sendNext Page
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Announcements
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters Hello everyone, In Zoho CRM, you can quickly find records in each module using advanced filters.We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. AsCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantConvert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.
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CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesdecimal point separator will dissapear when editing the value
as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal ModuleCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters Hello everyone, In Zoho CRM, you can quickly find records in each module using advanced filters.how to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
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Sticky Posts
Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andEnhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! ReusableStay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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