How to customize product details on invoices and sales orders?
We have the need include a custom field for weight of the products, related to the quantity. How can I include this field in the product details when creating invoices or sales orders?
Subform column dividers
Hi, In Subforms, not all the the column dividers are showing up. Kindly check if it on your end also. Thanks!
Dead accounts
We have a load of Accounts that were imported at the start, which are actually inactive. What is the ideal process here, simply delete them and lose the info (not great), archive them somehow.....thanks
3 User field limit in Zoho CRM
How do we add more than 3 user fields in Zoho CRM? We need an additional three fields. Can we purchase more? Are the plans to add more? Has anyone found a workaround?
Custom Function to Save and Re-Edit
If I understand correctly, a function cannot use values entered in a record's edit view until the changes have been saved. This creates a problem when a function is needed while in conversation with a client and recording information in edit view. So,
Making Better Use of Zoho CRM
I’m hoping that someone can help us to use Zoho CRM a little more effectively. We are a small, home insurance broker and been using the CRM for a while, to good effect – but I’m sure there are features that we could be taking advantage of, to achieve
Zoho CRM - Rest API - Insert Record - How do I put the Lead into approval mode.?
I am inserting a lead from a web form using Rest API. I would like to put the lead into approval list. I see there is trigger parameter with approval value. Also there is $approved key in the documentation. https://www.zoho.com/crm/developer/docs/api/insert-records.html What is the parameter to use to set the approval mode?
Task getting moved to the day before
I keep creating tasks for "today" and Zoho automatically moves them for the day before. Very frustrating. Any ideas or solutions why?
Report of time spent on a customer and the task associated with it
I would like to create a report to show the time spent on a customer. I want that the time to be taken from Calls Duration and the Meetings held with the customer. Additionally, I would like to include all the tasks related to the customer. We are
Migrating a Commercial Real Estate Database to Zoho - Suggestions?
Hi all, I'm working on building a database for commercial properties. I will be collecting the property address, tax address, recorded property owner (on title) and then 1-3 owners and their home addresses/phone numbers. I've done a ton of research with
Click to Reveal Field Contents
Our accounts use verbal passwords for security. It would be handy to have a field that is hidden by default and you click a button to reveal the information contained in it. For Example Hidden: Revelled:
Increasing number of records displayed in a view
How does one increase the number of records displayed in a view on the home page? Currently, I can only display 5 records. Thanks.
Custom Views and Custom Fields
Hello i am trying to get custom fields in a custom view, i that possible? like this: https://desk.zoho.com/api/v1/tickets?viewId=111111111111111111&include=contacts,departments,products,customFields&from=1&limit=99
First name mandatory for CRM Users
Hello everyone, We are planning to make the first name mandatory for all the CRM users. This will be effective from November 26th, 2020. (Note, that this applies only to the CRM users and not the leads or contacts that are added to the CRM account.)
SalesInbox Roadmap & What's New?
We're a Zoho One client. Across most Zoho applications there's a "What's New" article published every month or two. But for SalesInbox, I don't think I've seen one. A couple questions: Is SalesInbox still actively being developed by Zoho? What updates or improvements have gone live within the last 6 months? Our Sales Team is using SalesInbox and I want to make sure it's the right choice for our business when compared to alternatives like using Zoho Mail or using the Zoho Extension for Gmail. Thanks,
Difference between notifications feature and webhooks feature
I see that there is a Webhooks feature as well as a Notifications API which on the surface seem to do the same thing. What does one achieve over another and which one would I use for which use case. For example, I have a web app where leads, products
Zoho CRM & Forms
Guys, We have a business model where we sell equipment through distributors. As a MFG, we sell to distributors and our distributors sell to end-customers (B2B). In CRM, I am using a custom module to track serial numbers. In the module, we identify serial
Programmed csv reports are different than the reports a ask on demand
Hi guys! I have scheduled a daily report to extract some data out of my crm in order to automate some reports I have on excel and it works great. But the problem I have is that when ever I ask for the same report on demand (to update manually my data)
Customize Zoho CRM Portal Invite
Hi! Our Company just started using the Client Portal Function in Zoho CRM. I am currently looking for a way to customize the email our clients will get, when we invite them via the CRM. I could not find a way to change this message and currently it does
Adding Contacts to Leads
How would I be able to add multiple contacts to a lead? I have a lead that wants me to coordinate between 4 different people so I need to be able to assign contacts to a lead.
Blueprint Transition - During Action - Request user input for fields from other modules.
Use case: A potential may have inventory records associated with it, such as a quote, a sales order, a purchase order, and invoice etc. Potential record as a stage field used for pipeline / forecasting etc. Likewise, other modules may also have a stage field in it to track the exact position of it in the sales cycle or any other business process. For e.g. Quotes may have a stage / status field with values such as “Draft”, “Draft Pending Approval”, “Sent” etc. Now when a Quote has been “Sent”, the
The worst customer experience ever from Zoho customer support
We have been using Zoho for some time. I used to recommend Zoho to others. We have ten (10) users, and we started to add 30 more users one by one. While adding one user due to poor design in user on-boarding. I have been on the chat and phone for hours. The response I get from support is someone will call you back. Summary for last five days of issues: 1. Reports missing activities. No response to my ticket. Fixed by deleting and recreating spent hours of my time. 2. The user when registering
Email Sequence
Hello! We have a bunch of leads we want to offer our services to. We want to send the 1st follow up email 5 days after the initial email was sent. And then send the 2nd follow up 1 week after the 1st follow up Can someone help me set this up?
Incluir un Logo en el formulario CRM
Saludos. Podrian indicarme como agregar un logo en el formulario web de CRM que deseo crear. Gracias por su atención Adel Bahsas.
Autocompletar Formulario en Zoho CRM
Saludos. Soy usuario de ZOHO CRM y tengo en el una base de datos de contactos. Requiero realizar un formulario de actualización de datos personales en el que al usuario ingresar su ID, aparezca automáticamente los datos de el que tenemos registrados.
Update Email Signature in CRM Email Templates
How can I update the Email Signatures in CRM EMail Templates without opening and editing every template.
Auto Populate in Zoho CRM
Hey, I want to create a multi-line field within the LEAD module that will actually know how to pump out the information I want to create a short description of the LEAD for my sales person I want to pump the information through fields that I already have in CRM such as: Age, hobbies, first and last name and more. I would love your response Thank you :)
Phonebridge Integration with Custom modules
Hi, The problem that I am facing is that I am unable to connect custom modules with phonebridge as right now Zoho is limited to only Accounts, Leads, Contacts and Opportunities modules integration with phonebridge. I created 4 different teams which were focussed on 4 different agendas. These teams could have same leads as their pitch would be different. So, undoubtedly, I needed 4 different Accounts module and 4 different Leads module for each team. When I did that, I started with Kixie, but no data
Required Field Missing from Macro Add Task
We have a custom field called Task Type that is marked as required and has a list of 4 values. Everywhere we add a task, the task type is shown so it can be selected. EXCEPT when adding a task as part of a macro. In this dialog the task is not available
How do I assign Permission to specific personnel for access of data?
We are new to Zoho and about to go company-wide with this CRM. Can I assign specific permissions to personnel? Can I block the view of our Contact Manager and client list (example)?
Multiple Accounts Associated with One Contact
I understand there is no possible way to associate multiple accounts under one contact without duplication. I was able to work around this by creating a Lookup Field called "Contact Name" in the Accounts module. However, now when we have Zoho CRM integrated
Problem: Workflow & Button Trigger Order Issue
I've run into an issue with the CRM where workflows & custom button actions are triggering in the wrong order. Simplified User Actions Scenario - Update a field to trigger workflow which sets field status to "In Progress" - Clicks Custom Button which
Do you have a CRM Horror Story? Tell us and get a chance to win a $100 gift card.
Hello everyone! We hope all of you are doing well. In celebration of the ghostliest month of the year, we at Zoho CRM want to hear about your own horror experiences with your CRM. We are looking to hear from salesmen, sales managers, business owners
Zoho Calender event - Email Notification
Hi, After scheduling a meeting in CRM calendar manually I don't want to receive an email notification saying that I have scheduled a meeting on so and so data and time Please refer to the screenshot below which shows the email notification that I would
Editing Text Content in Email Templates
Hi, I'm experiencing issues with modifying email templates in both CRM and Campaigns. Creating a new one is fine, but once it has been saved, I am unable to make any changes to a text box content type. This is happening regardless of whether I try to modify a Header or standard Text content block. Tested on three different computers and two different browsers (Chrome, Firefox) with the same result. Any help would be really appreciated. Kurt
Zoho CRM integration with XERO
Hi there, I have heard that Zoho can integrate with Xero, can you please confirm if this is true. If so, when? If not, when will Books have payroll?
24 hour clock in Zoho CRM
Now there is only 12 hour's clock in Zoho CRM. In many countries the standard is 24 hour's clock. There is very important to can change that settings in Zoho CRM, just like in Zoho Projects.
Mass email contacts with recent QUOTES only
I am trying to mass email contacts in our database that have recent quote activity but have not found any means to select based on that criteria. Our sales rep did not email the quotes he created in zoho using the zoho email application so the last activity
Dynamic Picklists
Hi, Is it possible to add dynamic picklists in Zoho CRM, as can be done in Creator? https://www.zoho.com/creator/newhelp/fields/add-to-picklist-dynamically.html Or is there another way to filter selection, for example of a look-up field?
Recent Items
Recent items under Zoho CRM is not updating. It appears to be stuck about a week ago. This is happening across my entire organization.
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