Custom fields multi select
I used custom multi select field in Products module of zoho CRM. I want add more value when creating new product. How I do this?
Too much data for one module
So I am new to Zoho but my use case is this. I have a lot of data associated with each client, realistically more than can be fit to one module. In order to store the extra data I think I need an extra module but I want to be able to use mail merge to create reports and if all data is not on one module this is effecitvely not possible. Therefore I want to duplicate data that appears already on the contact module in another module so that I can run mail merge on the second module and capture the relevant
Can I create a report that just shows the Very Last Activity I had with my Leads and Accounts.
Hi, I would like seek help on creating a Leads and Accounts Activity report that just shows the very Last Activity (one activity from each lead/accounts) I had with my Leads and Accounts.
Convert from Acct back to Lead
Can an account be converted back to a lead?
nested tables in zoho crm
Hi everybody, i am quite new to zoho crm and have a question about viewing my contacts. I have added a custom field (class) and gender to every contact and I would like to have them group like a nested table. So class in the top row, then the 2nd row is the gender field which divides the class in two columns under which I would like to list the contacts belonging to that class so they are separated by gender. I've tried reports as a table, but I can't seem to figure it out. is there any way to do
Asset Management and Tracking
I am looking for a way to track our own personal assets within Zoho CRM. I would like to be able to list the assets we own and then record who has them checked out. For example: Asset Purchase Date Purchase Price Location Current User Check Out Date Power Drill 7/8/11 $150.00 Denver John Doe 8/15/11 Does anyone have an idea of how I could accomplish this within CRM?
Product Price vs List Price
In the Products List in Zoho CRM< what price is intended to go into the "Unit Price" field? Should this be my cost of the product, as in the price I pay for it? If tso, how is this number , along with commission, and List Price from a price book used? Is List Price - (Unit price + COmmission rate) used to determine profits?
Drag and drop file attachments into Zoho CRM
I'd love to be able to drag and drop files to Zoho CRM. Single file drag and drop would be great, multiple files simultaneously would be even better. Gmail lets you do it easily, so presumably the programming know-how exists somewhere already. The current method of clicking on "Desktop" under the "Attachments" header and then navigating to the file is slow and tedious, and if I have to attach multiple documents, it isn't even worth doing.
Responsive web forms
Hi guys Just evaluating Zoho CRM for a client and my first task is to integrate the web forms with a responsive/mobile friendly site. The embed code generated by your web forms is unhelpful to modern day web development. 1. All the styles are in-line, hard coded meaning they are difficult to over-ride 2. Forms are not responsive / mobile friendly 3. Forms are table based Can I suggest you look at updating the embed code to be more flexible and to allow developers to integrate more easily with modern
View Contacts and input by user
How can I find all of the contacts and input from specific users only?
Modify tax rates
Hi there, We could not find the Modify tax rates option on my account How does this option appear? Please give me advice
New Layout -- Font Issue + Spacing
Six years ago, you changed the layout from one that had been very good to one that was bad for two reasons: 1) Way too much space between fields, requiring lots of scrolling where it hadn't been necessary before. 2) The removal of any visual cues to the different sections of the layout. Now you have a new layout, which fixes ONE of the problems above -- #2. The requiring of massive amounts of excessive scrolling because of way too much space has not been fixed with the new layout. But at least
If And wrong result
Hello, I want to create a this formula, If Field 1 < 3 Then Field 2 = Red If Field 1 > 3 And Field 1 < 10 Then Field 2 = Orange If Field 1 > 10 Then Field 2 = Green I wrote this formula on zoho : If(And(${Contacts.Field1}<3),'Red',''), If(And(${Contacts. Field1}>3,${Contacts.Gestion du stress}<10),'Orange',''), If(And(${Contacts.Field1}>10),'Green','') Problem is, if Field1 = 9 for example, I get this answer : ','Orange',' I just want : Orange
Zoho CRM with Zoho MAIL : is it possible to see emails status ?
Hi, Sorry to ask, but I didn't see clearly the answer somewhere. Here is my concern: In Zoho CRM if you setup Email add-on with Email Insignts you can see the status of the email sent with CRM mail add-on (open, when, how many times, ...) But if you use Zoho MAIL inside CRM, when you send an email to a contact it automatically logs in the record to the contact. ==> But the Status of the email sent seems to only show "sent" or "received". ==> so, is it possible to see email status (opened for example)
Events not showing up in contact record where contact is a "participant"
When I select contacts as "participants" for an event, the event (once completed) no longer shows up under either invited events or closed activities for the participants. (It used to.) If I don't send an invitation, these contacts are listed as participants, but not as invitees. As a result, now, when I look at a contact, I can't see the events he or she has participated in, which is a significant omission. We should be able to add a contact as a participant in an event and have it show up on
Avoiding accidental creation records through lookup fields
Hey, We've had cases of users typing an inaccurate or concatenated name in a lookup field, and accidently creating a new record in the lookup table like that. I would like to block the option to create records that way, while keeping the option to create records in the lookup table in the usual way (going to that table and clicking the plus button). Our temporary solution was to make some fields in that table mandatory (unnecessarily) to make an error occur on those cases. Is there a more efficient
Creating a sales process
I currently have a sales process that I run inside Zoho which sends a series of emails to a lead, changing a few fields as it goes, and then terminates. I would call this a Campaign as I regularly add inputs, however, the built-in Zoho Campaigns cannot do this, nor, it appears, does the add-on Campaigns. I use Macros to make this work. The process I've setup is not ideal. The biggest problems are: 1. Zoho does not allow me to "Close a task" programmatically 2. Zoho does not let me setup the events
Zoho crm custom fields
I have a standard account of Zoho CRM. But I am not able to see the sub-form and file-upload fields. Is it possible in this plan, if not then please suggest another one?
UI Issue in Zoho CRM - Scrollbar
Namaskaram Zoho CRM team, In Zoho CRM functions, functions with 'Related List' category is shown in below image. Only one function available in that. So, there is no need for scroll bars. Now, Changing the Category to 'All' using category dropdown. That is shown in below figure. Then we scroll down in the functions list. That is shown in following image. Now, if we changing back the category to 'Relative list', the scroll bar is still being as previous. Because of this the function has been
Desktop Notifications for Zoho CRM SalesSignals/Email Insights
Does anyone know if there is a way to enable browser-based desktop notifications (e.g. chrome browser desktop notifications) for Zoho CRM? I'm particularly interested in notifications for the SalesSignals/Email Insights. I see the in-app alerts in the top righthand nav-bar of Zoho CRM, where it will show all SalesSignals/Email Insights (email opens, clicks, etc.), but desktop notifications seem to be missing. Desktop notifications are a vital feature for our team does not live and breath in CRM every
ipad app shows outdated info
I deleted the sample data that came installed with CRM. I deleted it via the desktop browser. Unfortunately, the ios app still shows the old sample data. Why does it not update?
Reorganizing the Tags in the new CRM layout
Hi all, I was wondering if anyone knows how to go about bringing the 'Customer tags' to the top of the page, rather than being located at the bottom left of the menu?
General Zoho question
Forgive my ignorance as I am new to Zoho. I want to find out if Zoho can fulfill my use case for my business. 1. I am looking for a CRM that has a robust mobile app. 2. I want to be able to call a lead via the mobile app and after qualifying them send them one or more templated emails via the app. 3. I want to be auto-reminded to follow up with the lead 4. I want to add the lead to one or more email drip campaigns. (That they have opted into) Other nice to have's A. Adding the lead to a text drip
Attach an image to Zoho CRM Lead?
Is there a way to attach an image to a CRM Lead that is stored on the cloud? for example picasa web or evernote?
Coloring modules for personalizing Zoho CRM's UI
Hi Zoho Team, I understand that we can have theme colors setup in Zoho CRM. There are certain threads too on coloring the filed based on the selected values, and differentiating tasks/events based on their respective category's color. However, what about giving flexibility of coloring each module with different color? I could not previously see this posted in the community. Can this also be considered as a request? Regards Muhammad Usman Khan, Dubai, UAE
How to show accounts with no entry in CustomModule?
So we have a CustomModule2 which is related to Accounts (There is a Lookup with Account in the Custom Module) Now i need to have all Accounts listed without a link between these Modules. Is that possible?
Merge CRM details into quotation or customer offer
Hi I am trying to find the best solution to populate a prewritten template with customer details from CRM to word or other, and then link that to the customer record. Can I please ask for a suggestion on whats the best way, either internal to Zoho, OR a paid app. Thanks Michael
Synchronise account products from Books/Subscriptions to CRM
Hi, The company I work for uses the Zoho One suite. We're pretty invested in Zoho CRM, Zoho Books, Zoho Subscriptions and Zoho Campaigns. For our Campaigns it is important that we send e-mails based on the products our customers use. Our best source of 'who uses what' is Zoho Books (or Subscriptions), since we send out invoices for the products our accounts use. Here's where I have some problems: 1. How can I update the accounts I have in Zoho CRM with the products the accounts get invoiced for
Zoho CRM Webform Styling ERRORS
Please, for the love of all things holy can some look at the form style errors that are hard coded into your forms code. Ridiculously, the form code has 2 columns, but only uses one column. A rookie error that should be addressed.
Mail Merge Not Working
Print preview works, but unable to run mail merge from any module.
Please remove field limits!
I'm not sure why you have field limits. I vote for you to remove them all together!
Need A Solution To Track Cold Calls
I buy cold call leads. I get 2000 per month from the lead service. I need a way to set up a filter so that I can see which ones of them I have called so far. I noticed that Zoho CRM does not allow us to filter leads based on whether or not they have an outgoing call. The best solution I can come up with is add a checkbox field for "has been called" and then set up a workflow rule that will check the "has been called" field once that lead has been called. I can then filter the leads based on that
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these fields be unlocked so that I can change their names. It is annoying and time consuming to have to recreate all of the address fields using more appropriate names. cheers, Jeremy
Currency Code missing
Hi, While building a custom templates, the Currency Symbol (€) is available as placeholder. I can't find the Currency Code (EUR) placeholder in the list. The currency code, for example, is available in "Sub Total with Currency Code" placeholder (%InvSubTotWithCurrCode%). Am I missing something ? if not, it would be a nice addition. Regards
Products Quotation Markup
We are creating proposals for our customers. So our numbers change each project, but the "Products" are the same on each proposal (installation, Product, Etc.). I want my sales team to generate a quotation, plug in a "Cost" and have Zoho markup that cost automatically. I DO NOT want to create a new product for each project. I see there is a "List Price" and I can enter that. However, I need to enter a cost and have Zoho Markup the price to a specified %. Is this possible? Currently we are
"Search" in CRM does not work, also some other ZOHO-modules (like ZOHO-books)
Hi there, as mentioned above, when we search for a customer by typing the first letters in CRM, the customer is not been shown but the contacts are. Also some modules do not work, like ZOHO-Books. Am writing from Germany.. Cheers, t.
Help with Workflow Rule - field update - Created.date + 30 days
Hi, I have a custom field on Leads named "EndSubscriptionDate" I need that EndSubscriptionDate value will be lead's creation date + 30 days. I've tried to create a Workflow Rule https://prnt.sc/rdokqn In this field update I want that the value will be Created.date + 30 days. https://prnt.sc/rdokzl Please help Yair
CRM: Data Enrichment - values for Industry?
I am using Data Enrichment in CRM to bring in data. I want to be sure that my 'Industry Type' field has the proper values in CRM so that that data point can be brought in. Does anyone know the list of values for Industry Type, or where Zoho pulls this data from?
Many-to-many with contacts and accounts (or custom) module also possible with email?
Hi there. I have one very simple core functionality requirement from Zoho CRM. I am trying to test it out to see if it is possible and I have failed so far. I need to associated contacts with accounts (or happy to create a custom module if needed) on a many-to-many basis. Imagine "accounts" as projects... we have multiple contacts (individuals) on some accounts/projects and some contacts (individuals) have more than one account/project. However, we want to be able to view email associated with an
Recent updates: Execute lead conversion mapping in Sandbox and Attach files from Zoho WorkDrive
Hello everyone, We have introduced the following enhancements in Zoho CRM: Execute lead conversion mapping in Sandbox: Lead Conversion Mapping can be first executed in Sandbox to ensure mapping across the modules is done correctly before deploying to the production account. The fields from the Leads module can be mapped with the respective layouts in the Contacts, Accounts, and the Deals module. Once you are sure with the mapping you can deploy it in the production account. Please refer to the help
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