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 filesMeeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. ThanksWhat are the consequences of renaming a picklist value?
What are the consequences of renaming a picklist value?Subform Lookup field showError doesn't clear in Client Script
I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.Working with Products that are non-tangible
How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRMCustomization of "List Price" naming convention
Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etcConexão de Meta Ads - A busca pelo Cálculo do ROI
A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.Workflow to auto close Open Deals after 7 days?
I want to set up a Workflow to Automatically close Deals as Lost after 7 days from their created date, (Regardless of activity or not) I am new to Zoho however I read 2 different ways to do it. 1 required to create a custom Date field and the other lookedEnable Filtering by Notes in Accounts & Other Modules
I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would alsoZoho Marketing Automation Cannot Sync Lookiup Fields
Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!How can I edit the Picklist History?
I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw offMass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its referenceOAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'Atualização que agora me lascou!
Bom dia a todos! Recentemente a Zoho lançou uma atualização que permite edição do Subformulário de Itens Cotados na página de detahes do orçamento. Isso está acontecendo demais minha vida pois tenho várias funções nas quais o gatilho de funcionamentoZoho CRM Tracking Google Enhanced Conversions
Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,URGENT Need to Change/Revert the Home Currency!
Hello, My colleagues in Germany somehow changed the home currency from US$ to Euro as they were exploring the system for their potential use. Now I have over 600 potentials from the US with data in Euros. What I could find in the help files regardingHomepage not assignable to group
The ability to show fields from subforms when viewing from related list
Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage columnI need to know the IP address of ZOHO CRM.
The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like toPrevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theEnhanced Column Customization in Zoho CRM Email Templates
Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures withShow All Mails
When there are multiple users working with a single contact, there can be multiple mails to/from each user (but all related to the same contact). Currently there is no way that I can find that allows you to view all of the mail messages in a single view. You currently have to toggle between each user in the drop-down menu. There is one open for "Sent Emails from CRM" that shows all Sent mail messages from all users, but this does not include the inbound emails from the contact. It would beIm Stuck in an EDIT ONLY WITH WIZARD issue
So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,How to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesDisable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client ScriptHow to integrate Zoho Sign with Zoho CRM
Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but wePOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.Territory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andWhy can't you make a layout rule based on a lookup field?
Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me theOne to many relationships
Hello, I am not finding the tool for relating multiple contacts and/or multiple companies to one contact or company. e.g. Bob Jones (individual) Jones Company (company) as primary contact/company I want to be able relate Sarah Smith, Jane Doe, Steve SmithWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticRejected Accounts still listed for Deal
Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys helpLoop in Blueprint but it works. Why? How should this be set?
see pictureAutomating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Cadence reports as front-end reports
Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we canFormula field - anyway to round up/down to nearest integer?
Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?Contacts, Leads, Prospects, Opportunities, Deals, Oh my!
I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,Phonebridge is not visible for one user
Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and bestSorting in scorecards
Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose toNext Page
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Announcements
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 filesIntroducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesImplementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvementsRicher search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]Useful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
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Resetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!Hubspot to Zoho: You have exceeded the migration limit for your organization.
hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked withIs Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,Record Locking for Meetings CRM
How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting timeCan I trigger workflow rules only on weekend and certain hour?
I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?
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Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingEnhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy
Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talkEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithFAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to addressEffortlessly 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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