Industry options change on conversion
I have customized my options for INDUSTRY under Leads to four choices. When I convert a Lead and it becomes an Account and I try to edit it to change the INDUSTRY a whole new set of options are available. Shouldn't the Industry options be the same?
How to close a deal
Hi, I need help, I dont know how to close a deal that I already won and ended. The expiration dates of the deals ended like 2 months ago, and still appears in the Flow. And If I click on "Open Deals", that deals appear. How I can close those deals and not appear in "Flow" Thanks!
Changes made to Lead , especially Lead status should be tracked with the time stamp included.
Hi, Is there a way to see the complete history of changes made to the Lead? For instance , the Lead status which was "attempted to contact" at 2:00 changed to "contacted" at 2:50 .
Information contained in the email, direct to account registration
I get daily process progress in my email (about 200-300 per day). In my zoho crm system, I have registered all my processes in the tab of accounts. I'm looking for a solution so that when I receive an e-mail from an update regarding a process registered in my system, the system itself can launch as a task within that account registered in my system. However the custom script / function has to map the contents of the email to find the process number (Ex. 00015099720105020045) to locate in my system
Layout rules with required fields
Our layout rule with hidden required fields is broken all of a sudden. It was working perfectly for months, now it displays all required fields by default, ignoring the layout rule. Did you change something recently? Please change it back.
Create automation involving two or more modules
If it only involved one module it would be easy to do with a rule, but I want to involve two different modules (tasks + accounts) and cannot find a way to do so because I am not technical enough to be able to use custom functions. What I am looking for is a way so that: 1) Every time someone closes an activity; 2) If the expected closing date has not been changed within the past 30 days; 3) And if that account is on certain stages; 4) Prompt the user to update the expected close date field (mandatory).
I lost admin password
Hi. i lost the password of my other email. It is an administrator email, fabricio@superrota.com.BR. No phone registered. How to proceed?
Now save a draft version of your Blueprint's process flow!
Hello everyone! We are very happy to present to you, the following enhancements in Zoho CRM's Blueprint. #1 Save a Blueprint as a draft It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to deploy it before it's ready. To help you with this, we have come up with an enhancement in which you can save a
BE CAREFUL: Blueprints can damage all CRM database
As many people testing the Blueprints, we have learn by experience that after created a Blueprint any record that gets into it's transitions is gonna keep that version until it gets out of the whole Blueprint. Any person testing must be aware of it. It's complicate until it happens. We did a Blueprint to run on all Contacts. Now we have hundreds or thousands of records into it. Delete the Blueprint is impossible until all records get out which can be impossible. All videos and help sites about Blueprints
Latest updates in Zoho CRM this November!
Hey everyone! The latest couple of updates in Zoho CRM includes the introduction of Users Layout Customization and the enhancement of Trend Dashboards. Read further to learn more. Customize the Users Layout in Zoho CRM Traditionally, when you added a new user to your Zoho CRM account, you only had a standard set of fields such as name, email and role. Say you wanted to add a few other specific details of the user, such as their enrollment number or Joining date, this wasn't possible. That's not
My FREE Version cannot be accessed
My free version has disappeared? I see my account ID and can sign-in, but none of my data is available. I DO get a message that my CRMPlus trial account expired but I never signed up for that. I hope that Zoho is not forcing Free users to upgrade?????
Removing States from Blue Print
Currently ZOHO CRM does not support removing or editing states from blue prints. The entire purpose of a blue print is so that you can implement, monitor and improve work flows. So if for example, you have created a blueprint and then after using it you
Selecting Search results no longer opens new Tab
As the title says, when selecting a search result from the drop-down options no longer opens a new tab. I was talking with somebody in Zoho Chat this morning and apparently this is a change Zoho made. They said they would notify their developers. I'm very disappointed in this change, and so are all the users at my company. Being able to stay on your current tab and open a new tab is a very good and productive option. I don't see why they would take this away; at least give us the option to choose
Input on PhoneBridge Service for Zoho CRM
Hello. I am looking for feedback on a PhoneBridge provider to use with Zoho. Any feedback - good/bad with service or cost with these? Thanks in advance!
Great Plaines integration
Does ZOHO integrate with MS Great Plaines accounting software?
Former Employment History and Using as a Related List
We are a Professional Services firm wherein our BD efforts are often driven by establishing tangible links between current "targets" and our existing clients or contacts. For this reason it is crucial that we can maintain data on former employment (and other items) as our client contacts often move from one firm to another which actually creates new opportunities for us. Though I realize I can create a picklist or checkbox to segregate which contacts are current or former employees, but I do NOT
Hi ! I have a question about the Kanban view
I have implemented 2 layouts for my Transaction folder : Seller's Timeline and Buyer's Timeline (I am a real estate agent). The problem is that I see both layouts in the timeline view even though I select only one layout at a time (either the Seller's Timeline or the Buyer's Timeline. ; first the Seller Timeline (every stage is showing) and then the Buyer Timeline (again all stages are showing) as I scroll to the right. How can I correct this please ? Thanks
How can I automatically change lead status after sending an email?
Dear Zoho CRM, Sorry for being a newbie, I just made a campaign and sent mass emails. How do I change the lead status into "attempted contacted" instead of being empty? I wish Zoho asks you a question of "would you like to change the lead status" after you emailed them without searching for things manually.
Filter
New to Zoho CRM. How do create a view to filter Contacts based on NULL fields?
Adding one contact to multiple accounts
Good morning, we are currently evaluating the ZOHO CRM solution. Within this process, we have run into a problem: We cannot associate one person (contact) to multiple TOYOTA dealerships (accounts). Many of our dealerships are run with one CEO to n locations. This is a BASIC requirement, that apparently has been adressed over 3 years ago within your support forum, but you seem to be neither working on a solution nor do you seem to care. The latest reply 4 months ago was: I am able to understand your
Zoho Contacts on Iphone
I have tried syncing my contacts to my phone from exchange server. However it only pulls the contact email address not the contacts phone number. Can this be fixed. I do call out of CRM app to track calls and get contact information however There is no way to know who is calling me when the phone. As the caller ID is blank. Is there a way to route all incoming calls through Zoho CRM App? So i can capture incoming calls.
Emails Suddenly Vanished from sales inbox
Hi I recently joined Zoho loving it. My Sales Inbox was working fine then one day my sales inbox is empty all emails gone? However, my Zoho mail is working? Any suggestions
E-Mail Templates Blank
We have a number of e-mail templates created in CRM. Today, when we go to send an e-mail and choose a template, the subject line and attachment load, but the body portion of the e-mail is blank. When I go into settings to edit templates, every single template has a blank preview. We use the templates numerous times daily, so this issue just started today.
Task list view VS Event list view: Full name field doesn't contain salutation
Hi, Full name field doesn't contain salutation in Task list view however in Event list view the same Full name field does it. Can you solve that issue? Thanks
Filtering doesn't work with Event Labels in any saved view!
Hi, I can't filter Events by Label in saved views! Can you solve that? Thanks, Akos
Help writing a formula
I am trying to write an if formula to read deal type. If the deal type is New Business, I want to calculate the commission automatically. I keep getting a syntax error. I currently have the following formula. Anyone know how to write it correctly to calculate? If(${Deals.Type}=='New Business',(${Deals.Amount}*.075),(${Deals.Amount}*'0375)) Thanks for any help!
Contact image - report of contacts that does not have contact image?
Is there a way to get a report in Zoho CRM on what contacts have contact images and which has not?
zoho crm take too much time when inserting data from third party mobile app using zoho api
Our team is using you crm for developing a mobile application. But there is one problem with the data insertion it takes too much time to process. It takes upto 2 to 3 min to fetch the data which was inserted. Please suggest is there any other (faster way) for the process. Because its making the mobile application really slow.
How can i add serial number in the Account ?
Hello Team I would like to add one field to the Account and to be able to choose a serial number out of my inventory. Currently, even my CRM is synchronized with Inventory, Please advice
In workflows add when "Create OR Field Update"
Actually in workflows you can pick WHEN Create, Create or Edit, Edit, Field Update or Delete. What about "Create or Field Update"? Must workflows using WHEN = "Field Update" have to be Duplicate to run WHEN = Create. You can use "Create or Edit" and it will run when other fields are edited. It has to be WHEN "Field Update" AND WHEN "Create", so, what about to add "Create or Field Update"?
Columns width in CRM deals
Hi there, is it possible to adjust the width of the columns in deals module? Please see the image attached. Thanks!
Relating Accounts to each other
I need to create a RELATED LIST that would allow us to record and display when one Account/Company has a relationship with another Account/Company. Any individual Account/Company may have multiple relationships with other Accounts/Companies and we need these connections to be visible in either Account/Company record. Though I assumed this could be solved by creating a custom module with a lookup to the Account/Company module if/when I add TWO Lookups to the Account module I am forced to create
My open tasks filtering and count
Two questions about the "My open tasks" component on the user homepage. 1) Is it possible to show a total count of the open tasks? 2) Is it possible to filter the tasks based on subject? We have too many subject to create individual views for each, so a filter would be the best way to go if it's possible. Thanks for your help, Hanan
Issue with deal creation during lead conversion
When creating a new deal during lead conversion, it ignores the layout rules of the deals module and displays ALL available fields. This is problematic because certain conditions have required fields, which in this case are ALL displayed. Deal creation during lead conversion should follow the same layout rules as the deals module.
Imap not syncing all of my emails
Hi Zoho CRM is not syncing all of my Office 365 emails using IMAP. It syncs some of the emails but misses others. How can I get it to refresh all the syncing so that it will discover all of the emails it has missed.
Non-Client Contact Management
Howdy, folks. I'm a new Zoho user, still evaluating the platform considering jumping over from Agile. We've brought over a core data set for experimentation, but due to the nature of our operations and differences in how Agile and Zoho manage data, I could use some help figuring a few things out. First, a bit about our business. We're in the consumer electronics sector, and focused primarily as a B2B, so our paradigm is NOT on 'deals' (a transnational focus) but on the process of identifying, qualifying
Company logo too large in event invite
How can I modify/turn off the company logo that shows up in the email to invited participants for an event. It is way too large and even when I use a very small size (less than 190 pixels across), it is still showing as very large in the email. See attached pic. Please advise
Editing attachments saved in Zoho CRM
Hi, Each of my clients in Zoho have CVs attached to their profile. Is it possible to edit CVs or other attachments without downloading the document each time? Best, Mieke
Update records in creator via webhook (how to pass criteria correctly?)
Using Workflows, I have set-up a CRM Webhook that successfully creates a new record in Creator every time a vendor is added in the CRM, using the following URL structure https://creator.zoho.eu/api/<ownername>/<format>/<applicationName>/form/<formName>/record/add?Crt_Name=${Vendors.Vendor Name}&Crt_Id=${Vendors.Vendor Id}&authtoken=xxxxxxxxxxxxxxxxxxxxxxxx&scope=creatorapi ref - https://www.zoho.eu/creator/help/api/rest-api/rest-api-add-records.html What I also want to do is update this Creator record
Populate fields in a related module
Hi there So I have an Account linked to a Contact via a Lookup field. As an example, how can I get the address fields that are stored in the Contact to show on the Account record? Surely there is a way of populating this data across, if they are linked? I need to create a mail merge, which can only be done from one module, and I need the information from two modules. Please advise urgently. Thanks
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