Create report or modify print view
I want to specify what data is displayed in my Accounts module. For example, "John Doe divorce" is an account. I want to print/display certain parts of the account information (and not all of it). Can I do this? If so, how?
What is the automatic email that is sent after approval in the Approval Flow?
I have a question about the email that is sent out after approval in the approval process. Is it possible to change the delivery setting of this email, destination and message content?
PostCode Or ZipCode Lookup - PCA Predict
Hi, I have been waiting for this chrome extension to come out and now its live. PCA Predict a UK & international postcode or zip code lookup service have made a chrome extension that can be configured to work on Zoho CRM :) https://chrome.google.com/webstore/detail/pca-predict-real-time-add/ghoaecjajgjgmildhfkbckibpamokhgc?
Why so much downtime?
Why does Zoho crm seem to experience so much downtime? How are you getting around it when you're agent's aren't able to log in and do their work?
sort order in CRM View for Activities
I generally like the design of the CRM view for activities. However, it has a fatal flaw that makes it unusable: the order in which the activities are sorted. According to the documentation, "The records will be organized based on the time it was created, i.e the latest ones will be the first in the list." There are very few contexts in which this is useful. In 99% of cases, users want to see their activities sorted by due date, with the oldest (overdue and upcoming) activities at the top of the
Using Custom Module to adjust field visibility in the Deals section
In my deals section, I have a look up module that links to a custom module. I would like to use the settings in the selected custom module record to alter the visibility of certain fields of the deal. For instance, Deal Field A Field B Custom Module Field C -----custom module lookup-------> Field A' ----> if selected, field A is visible if unselected, Field A is hidden
Auto-import lead/contact pictures from social network profiles
Since we can already associate LinkedIn, Twitter or Facebook profiles to leads/contacts on Zoho CRM, I believe it should allow their profile pictures to be imported (or displayed) on the Zoho CRM user profile directly. Currently, I would need to save the picture to disk and then import it into the contact, which is not very practical.
how to stop a workflow about unanswered emails
Hello, i created a workflow, that reminds me via email about outgoing unanswered emails. Question: How can I stop these reminders.../ workflow ;) it should only be executed once, so that I get only one notification and not every following day... Tha
Continuity Between Leads, Contacts & Accounts Modules
Hi, I seem to be missing something here while customising the CRM. I am trying to sort out the Lead > Contact > Account process, (aka simply converting a lead into Contact & Account). In the Leads module, I've customised the standard layout exactly as needed including custom values in the pick lists for 'Industry' and 'Lead Source'. Is there any way to copy the layout from Leads to Contacts? If I have to recreate the layout in Contacts, manually; then the entries in the picklists for the same named
Read Only & Hidden Fields Problem with Custom Functions and Formula Fields
Hi, so I am having a huge issue which technically shouldn't exist: We use several custom functions and formula fields to make calculations for our prices. Thus, certain fields should not be visible or editable since they are filled automatically on creation. BUT, if a field is set as "hidden" formula fields can't "see"/access their data either, which is kinda ridiculous. AND, "read only" fields can't be populated by functions. Please correct me if I am wrong. If not, please adjust in near future!
blueprint - multiple checklist in a transition
this idea would be able to have multiple check list during a transition. some stages we have long checklist: example - we are reviewing legal documents, we need to check multiple sections of a document, now our checklist is 30+ items spanning multiple sections. these checklist do not make sense as multiple stages because its all one document review, and/or they are not linear in nature. Current Check List Example schedule a - check this item schedule a - check this item schedule a - check this
Help - CRM - with filtering and limiting user access to leads/contacts etc
New user here so apologies if I've missed a resource or previous post. I've searched these forums to the best of my abilities (with my current CRM knowledge), and have attempted several solutions with no success. We are a business group with one main office and five locations. I have a Zoho One account with six user accounts. First I have a "Master Admin" user for our main office. I then have five other user accounts for each of our locations (Location One, Location Two, etc). I have the CRM module
How to disable email notification when sharing a record ?
I have a workflow who share some records between users. My mailbox is full with notification of success sharing of record. How can I disable theses notifications ? Thanks
Somehow convert an existing field in Accounts from an old CRM system that contains account numbers and auto-number all future entries
I have custom account numbers in my Zoho CRM Accounts module after migrating over from another CRM system; they are in a single line field but only contain a numeric string. I'd like not to lose this history but create an auto-number field from a particular starting point going forward in Zoho CRM Accounts. I'm told that I cannot create an auto-number field and import previous data for it thus I believe what I may need to do is create a formula to copy an auto-number field over to my current account
Need Proper Syntax when using "Contains" within the territory setup (Account Rules) / Using State for Territory Assignment.
Hi there. I am looking to setup territories within Zoho CRM. [Please not that I am not a programmer and I'm simply looking to properly use the functionality setup in the CRM] When I get to the Account Rule part, I am looking to input a string of States (since there is no picklist) to use as the Account Rule Criteria. What is the proper setup for inputting data to be associated with the "contains" option: Option 1: alabama, kentucky, ohio Option 2: alabama OR kentucky OR ohio Option 3: alabama;
Database management/email marketing for a unique business case
I'm working with an early-stage company whose business is in the professional media space. We're working through the buildout of their Zoho CRM environment. The way we've got it set up is one module for Influencers, one module for Media Creators (MCs), and one related module that stores Media created by MCs (an MC can have multiple Media associated with their record). The challenge I'm facing is wanting to be able to create filtered outreach lists of MCs based on a combination of fields between the
see / cancel postponed email
Hello, is there a way to see / cancel postponed emails? BR, Brendan
Transferring contacts to another layout
We are revamping our entire CRM and reevaluating fields. I have created a new layout with the new fields so now I have a few question as to how i can get everyone moved over. 1. Can you do a mass transfer of contacts from one CRM Contact Layout to a new one? 2. What is the easiest and most accurate way to move information from one field to another? ie we are replacing an organization type with a more broad field and would like to make sure everyone is accounted for. Any help or guidance would
Unused Fields in a Layout - Are the still in the database tables?
I recently created a new "Standard" layout for my sales team, moving many fields they don't need to the "unused fields" section of the layout. I have a separate layout for "Marketing", which shows the fields. As a result of the change, I'm now getting an error when importing records into the Leads module in Zoho CRM. My workflow is: Unbounce > Zapier > Zoho CRM Leads The field causing the error is Boolean, true/false. This fields is "unused" in my Standard layout. I would assume that even though
Custom view - When adding a new component - Why are records listed limited to 5?
I dont really want to have to use the navigation button to scroll past 5 entries. Why cannot I see all my tasks at the same time?
Change of flow in the configuration of Unsubscribe Link
Hello everyone, Configuration of Unsubscribe Link has been revamped. Below are the list of changes that you will notice: Entering return URL Earlier you had to give the return URL in the configuration page. Now you can create unsubscribe URLs and maintain a list of the same. Creating the unsubscribe link During creation of unsubscribe link, you have to enter: 1. Location URL: The web page URL where the unsubscribe link will be hosted. You can choose a standard page designed by Zoho CRM, that will
How to import pick list data
How do I import data into a pick list field? This field allows multiple values to be picked from a list, so how do I identify that on the spreadsheet to be uploaded?
Recent Enhancements in Webforms and A/B testing
Hello everyone, Here are some recent enhancements that we have made to the Webforms and A/B testing. Cloning of webforms: We are now allowing you to clone an existing webform within the same module. They can clone it across the available layouts. In case
list view across accounts and contacts for mass mailing
Hello, I am a bit stuck on my CRM setup... let me explain I want to send emails ("mass mailing") to some contacts of specific customers. -> I want to create a list across two modules (contacts and accounts), but it seems that this is not possible. all contacts from accounts with account-field industrie = medical or: contacts where field department = marketing from accounts with account-field industrie = bank I can do this with a report, but from this I cant use mailing... So: 1. is there a way to
Add Tag / Update Field if Invoice paid
Good afternoon, I have my Zoho CRM and my Zoho Books linked together. I would like to add a tag to all the people in my contact list who paid for a certain product (to be found thanks to their invoice). Is there a way to do that? Thank you very much.
Export Leads from Zoho in CSV
Hi, I would like to export my leads in CSV format. If I do this my leads will still remain in Zoho right? They wont be deleted correct? Please confirm. Thanks, Barbara
Need report showing all Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
Account Vs. Vendor
Hello, While I understand the concept of Accounts (companies we sell to) and Vendors (Companies sell to us), I'm not sure I understand the physical separation of the two in Zoho CRM. It look much simpler to to add a toggle (mandatory) field to identify the account either as a Client or a Vendor. In addition, the accounts module offers more functionality over the Vendors module, for example the ability to nest accounts and sub-accounts which applies in most cases to vendors as well. Seem to me it
not receiving any emails
Can send emails but I am not receiving any emails.
Direct Mail Campaigns in CRM
Can you setup a series of steps for Direct Mail marketing? Example Week 1 - Mail postcard Week 3 - Send $100 letter Week 6 - Send backup letter It would be ideal if you can group them by Campaign and also to have them do a Mail Merge so you can just select the Campaign and just click Print and it will merge all of the leads onto the letter. Please let me know.
Custom field for Call Activity
I want to add a custom field for the Call Activity. I want to add a multi-selection drop down box.
Filling out preprinted forms with data from CRM
Hi All: I'm new to Zoho and I am wondering if it could solve a vexing problem for my company. I need to fill in all the information into CRM once and then using some of the information, fill out a preprinted government form (PDF) Each field woud need to map to a specific place on the form. Can this be done? How?
Create many-to-many association between records within a module
Hello Everyone, We are now allowing many-to-many association between records from the same module using the multi-select lookup field, that is, a record from a module can be associated with another record from the same module. For example, in an employee database you can use a multi-select lookup to associate other employees as manager or subordinates of an employee (record). The related list of the employee's record will display his manager and subordinates. You can click the + Assign button to
b2b AND b2c Setup
Hello: New to zoho here and just trying to get set up and wrap my head around the system. We sell 95% B2B but the occasional B2C. In other words, in most times, we have an account with a contact. How can we utilize the system to also include the occasional direct sale to an individual? Any tips for this hybrid scenario? We'd like to set it up properly before starting to add all the data. Thanks!
Weekly Trigger for workflows
ZOHO only offers monthly or annual triggers for all workflows. How do we work around this? We have a huge demand for weekly workflows.
Sandbox Available For Trial Editions
Hello everyone, Users in Enterprise, Ultimate and CRM Plus trial editions can now create Sandbox accounts. Below are some important details: Deletion of Sandbox account: The Sandbox account will be deleted after the grace period of 30 days if the user or org downgrades to free edition or other editions that do not support sandbox. Refresh Sandbox: The trial users will not have the option to refresh Sandbox. The option will be disabled for them. When Sandbox account will not be deleted? In two instances
Updated values imported from CSV not visible in Timeline?
Hello, When importing a CSV file to update a current record, changes that are applied do not appear in the Timeline. Is there a way to make the changes show in the Timeline? For example, you have an account called XYZ, which was originally named ABC. I'd import the account with name ABC first, and then import a second file with the current name. The name shows XYZ after the second import so the account was updated, but there is no record of the field change from ABC to XYZ. I don't care that the
Quickest way to record payments
Background - We have just started using trialling Zoho CRM. We are a language school with 12 branches. Each school has over 250 students who pay each month for lessons. Currently there is no automated systems for recording payments (this will hopefully change in the future). Previously using Excel we could quickly go through the bank statement and note down payments at the end of the month. We would like to be able to track payments in Zoho so we have am idea of customer value. Recording a deal
Can I get the weekday from a date in an email template
Hi. I've created an email template associated with Deals, and I can use it to get information from the Deals module for example. I would like to get the weekday for a date variable. So, for example I have a variable ${Deals.Workshop Start Date}, and I would like to get the weekday for that date, so that the email will say, for example 'Looking forward to meeting you at the workshop on Thursday'. How could I achieve that? Is there a global function I can access from within the email, or could I create
Zoho Phonebridge to customize auto call log for missed call
Zoho Phonebrige Customization options: Are there option available in Zoho Phonebridge to customize auto call logging feature for missed calls Any option for customize activity call subject structure in PhoneBridge
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