Wizard navigation
I guess it should be possible to navigate between Wizard pages before submitting a form, but I can get it working. The Wizard for my Leads form, has two pages so I've created a button on page 1 to jump to next page, but when I try to create another button
CRM NATIVE INVOICE
Hi does anyone knows how we can change the layout on crm native invoice module? Or may at least how we can modify what appears on the invoice itself
trigger workflow when a contact unsubscribed from email campaigns totally
hi, is there any way i could set up workflow when a contact unsubscribed from email campaigns totally, so i can call a webhook for that particular user? and what field would that be for the contact? also what api can be called to zoho to update that field,
Custom Email Template Striping CSS
I have added a custom email template to my account and when I look at everything in Zoho it looks good but when I actually send the email out it seems to strip out the css in my email? Any idea why this might be happening? Thanks,
Add shipping to quote
Hi, I find it strange that there's no option to add shipping to a quote. Am I missing something? Thanks, Quinn
Shipping cost in Zoho CRM quotes
Hey y'all, what's the best practice for adding shipping costs to a quote in ZCRM? I suggested that my client just add a new product for shipping costs but they don't really like this. I notice a separate shipping cost feature was requested in ZInvoice.
Can webforms integration possible in angular project?
When we embed the code in index.html it's working fine but it is not working on component.html file, please let us know your thoughts.
CRM KPI
Guys, Wondering if someone can help on this. I have a custom "Assets" module that tracks our sold equipment with serial number, billing party (custom module) and end-user (accounts module) - billing party describes who purchased it, end-user is who uses
What is the Best Solution Zoho CRM + Zoho Books + Zoho Project?
Hello, I work as an independent consultant, specializing in CAD/CAM software in the Kitchen Design and Manufacturing space. My clients are users of the software and I provide a wide range of services such as consultation, training, management, setup,
CRM Feature Request
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Showing account name in reports when task is added at deal level
Hi :) Is there anyway to generate an activity report (for tasks) which shows the account name of the deal, when the task is added at deal level? I cannot see anywhere how you can show a report for tasks added at deal level which will show the account
Datetime fields in Zoho CRM
Trying to add a custom field to a form, how can I format to show only the time?
Outage?
In Zoho CRM, when we try to export an invoice to PDF the webpage hangs for a long period of time and sometimes times out. I have looked for a website where Zoho reports service outages or issues but can't find anything. Where can I find service status
How Can I remind my lead to complete zoho form
Hi There, Here is what I am trying to achieve with Zoho Forms and Zoho CRM integration. It would be great if someone can help us! We record lead information in our Zoho CRM Lead module and send a Pre-assessment form (Design in Zoho forms) to that lead.
Adding a new shipping address in an Estimate (Zoho finance)
HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems
adding users and allowing access to crm
Hi, I'm very frustrated - I want to add users to my crm account and allow them access to all the records. its either impossible to do or very well hidden. i've invited users but they have to create their own account, which doesnt access the company
Report Issues
Please provide UI for -sorting reports by name -last modded -name of editor -last run -edit name (w/out opening entire report) -edit description (w/out opening entire report) dgdlux
Zoho CRM Search API always returns empty body
Hello, I'd like to find a contact using the Zoho CRM search API. I passed all the Oauth2 steps, I can list my invoices for example. But when I try I always have an empty response. Nothing in the body. curl "https://www.zohoapis.com/crm/v2/contacts/search?word=publi&org_id=123456"
Lead to Accounts Conversion
Hello, Quick question, when a lead is converted into an account, using the CRM, is the leadID = AccountID? We are using the CRM API to export data and we need an ID consistent between the lead and the account once it is converted. Please assist. Thank
separate the deals, accounts …etc
can I separate the deals, accounts …etc. based on the department of the logged employee ?
Sending email template with additional Icalendar feature to guest.
Wondering how to send an email with Icalendar (Ics) feature to customer? Open customer open the email, they can add to their calendar / agenda . The same feature like when received flight ticket voucher , or hotel reservation voucher. Just wondering
Hide Leads and Contacts from other users
How do I hide mi Leads and Contacts from other salesman in the Company? I would like the Administrator to be the only one that can see all the information, I want other users just to have access to their information. Best regards, Pedro
Customize Lead Header
Can we customize the Lead layout as shown here where it says unkown?
Directions on creating App specific password for Microsoft Outlook
It is impossible to find the directions for how to create an app-specific password for Outlook. You need this if you have two-factor authentication and want to sync with Zoho CRM. It is located on the "Additional security verification page". If you can't
Add Contact To Multiple Accounts
We would like to see a feature added so that you can add a single contact to multiple records. We are transitioning from Sales Force and this is a very important feature for us to have. This way you do not need to add the same contact multiple times. We deal with a lot of companies that have several companies and it would be nice not to have to keep adding the same contact information. In SF there was just a button for Add and New. The add would take you to a search window that you could search all
Links in emails not working!!!!!
All my links in my emails I sent out today did not work - they are using some tracking link instead of the ones I put in and I lost a lot of potential customers today because of it - the link was put in the template as this: http://www.thinkipm.com/clientprs/ptek/printek0615.html
Zoho Bulk write contacts job. Assign contact to company by csv
Hello. I'm working with integration Zoho with our application. Trying to use BULK write API. With accounts i have no problem, but I need to get contact assigned to company. So i can't find ability to assign Account .id by csv file. During single export
Zoho CRM Charts - Age in Weeks / Age in Months
In CRM, I want to show charts which are grouped by week. This is nice and easy (albeit irritating that you have to show week numbers rather than getting the choice of showing week commencing/week ending dates, but that's not important now).... the difficulty
Add value of one field to the value of another field
Hello, Can somebody explain to me how I can do the following: We have a field called 'Credits Used' which is updated by our software whenever a credit is used and is set to 0 at the start of each month We have a field called 'Max Credits' which holds
automatically add a package of products
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
Is there a way to carry over a tag put on a contact to a deal that is associated with that contact?
We recently started applying tags to contacts and are trying to apply the same tag that is on the contact to the deal the contact is attached to. For example we have a tag called 'MM Telesales' on certain contacts and is there a quick or easy way to carry
Workflow doesn't recognize field update from another workflow?
We have a client that is feeding leads from Formstack through Zapier into Zoho CRM Plus. We are attempting to automatically convert the leads upon receipt into account, contact and potential. The workflow for converting only works when there is a field
Customizing taxes with 3 decimals impossible!
Hi, in Quebec, Canada, there are 2 sales taxes. The first is 5% but the second is 9,975%. ZOHO doesn't allow 3 decimals in tax customization. I am not able to use the Products, Quotes, Invoices modules because this would mean many thousands of dollars
Restore the Deduplicate merged Contacts
I have used the Deduplicate option to find out the duplicate records and a record got automatically merged and some records had to be manually merged and resolved. Now, I want to restore those records back to the Zoho CRM Contacts module as some records
Multi Select Parent Dependency is not available
Hello, Our company is trying to add multiselect Parent/Child dependency but this is not available at the moment but the business logic requires it. Could you please suggest a workaround as how to implement it? I am attaching screenshots, so you can understand
Default Reminder to be "Pop Up" not "Email"
Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.
zoho community in Germany und Zoho support in Germany
Hi, I´m running a small company in Berlin, Germany, speazialised on training and learning solutions. We would like to find some ZOHO users in Germany to share experiences and we are looking for a trainer ZOH CRM trainer. Thanks for your help. Albrecht Kresse edutrainment company
Problem add component in zoho crm dashboard
when we add a component in zoho crm --> dashboard we add the component name and select Source Report and click next button it display alert " Dashboard Item Name already exists" we add a new dashboard with different name and add component but it again
Installed Product
I would like to suggest an enhancement - if there was the ability to create custom Modules, I would do this myself. The idea is that every time a product is sold to a customer, I need to know the serial number and the warranty expiry, for support purposes.
Sending email template in campaign
I am new in zoho crm and trying to run a campaign. I created one campaign and added some emails in campaign but how to start that campaign sending emails with template i created ? i set start and end date but still I am not getting emails.
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