Add an option for Mass Update to avoid changing the "Modified By" information
As everybody know, workflows, blueprints among others have to be triggered by Mass Updates some times, like when you change or create them. So the "workaround" for this is to mass update something on ALL records. Problem: is that any Mass Update changes the "Modified By" information. "Modified By" information is to see when a regular user changes something. Now, if a user goes to a Lead 1 year old and it is there "Modified By" an admin and yesterday (because there was a new workflow and did run a
Auto-Delete Contact & linked records after XX Years
Hi there, how would one ensure that personal details (stored under Contacts) and all linked records (potentials etc..) are removed after a certain amount of time / inactivity?
Workflow based on Discount %
How can I create a workflow based on a discount percent, not amount?
Custom View
Hi, I would like to create a custom view under Contacts based on a filter from the Account page, ie a list of all my contacts from a specific industry. How to do that? Thanks Best, Soline
How to Delete Image uploaded to Email Template
Hi I want to delete an image that was uploaded while creating an Email template, for some reason as of Dec 01 we were unable to add image by hyperlink so we uploaded them to Zoho instead, be we need to make a correction to some of the emails already sent, and the best way is by replacing that image. but i see no way to find any uploaded images in my account. please help
Separating Sections of a Layout
A big challenge with the new Zoho layouts is finding fields on a page. We have many sections and the old version separated different sections by color making it easy to find a section and then the field. The new Zoho "Clean" look, the entire View is white and after many months of using the new version still have the same problem. I spoke with Zoho support in the past and they said this was on a Roadmap to completed this past Summer... Is this still on the Roadmap??
Managing Leads & Deals when selling both Direct and Indirect
Hi there, In our business, we deal directly with Customers, however sometimes the transactions are direct, and other times they are via Partners who on-sell our service to the Customer. Should we create all our Leads and Deals based on the Customer for consistency? If so, how do you capture the details that there was a Partner involved in the Deal On a 2nd note, if we are engaging with 3 or 4 people from the same company, do we just limit it to one person as a Lead? When do we add the other contacts
Zoho Connectors
Hi Has anybody any advice on a Zoho Connectors so we can connect SQL Server to a Zoho CRM cloud database? i.e. SSIS/SSRS Does anybody have any recommendations with the best way to achieve this? Thanks Dave
Prices in quotes are justifying over two lines when exported
Hi, for some reason, when the prices in the quote are over 10,000.00 in value then the field moves the number below the currency value ie if the price is 999.99 the out put is £999.99 if it goes over the number then the output shows as £ 10,000.00 how can i force the field to resize correctly (note that the form is fine, it just happens when we try to export it to pdf to send it out
Strange chat behavior
Today i had embedded a webform into https://www.livecati.com/contact-us/ and i realized i could chat with website visitors from the Zoho bar. I haven't installed any chat code, so I'm confused how this is possible. It's awesome, but odd!
How to get Table in Inventory Template to fit page when Landscape
Hello, I cannot get my Product table in an Inventory Template to fit the page when I export to a landscape PDF. Can anyone help?
Is deduplication broken?
I imported a bunch of new accounts this morning from Excel. There were some duplicates, so I ran the deduplicate command. Three times, all failed. I deleted all the new accounts I'd added and tried again. Also failed. Has someone broken it? Jeff
Can previous states be evaluated in workflow conditions? and are formulas for workflow conditions coming soon?
We are coming from Salesforce and we need to setup workflows sending an email when the Deal Stage changes to a value FROM a specific value. For example, when the Stage goes to Qualified ONLY when it WAS Rejected before. Is it possible for the condition to evaluate what a field WAS somehow? Even if the Workflow is setup to run always when the record is edited, can a Custom Function evaluate the "PREVIOUS" state of the Stage. In Salesforce the workflow condition can be determined by a formula where
Link to Mail Merge
From a custom module, is there a simple One Click URL that can be assigned to a button so that it links to a mail merge document/template. i.e. Module called 'Delivery Note' Can I have a button 'View Delivery Note' that passes in the ID and the Template Name, so the user has instant access to the merged document? Thanks Joe
processes & reports
We need custom help with some processes and reporting... Can you let me know someone whom could spend time with us for hire, of course, to help us improve our system and reporting? Thanks
Multi Currency Quotation
Hello, We are using Zoho CRM and we are in to supply chain and logistics where one quotation will have multiple currencies at line level. as of now, the quotation can be generated at header level currency in Zoho CRM. Is there any way to achieve this with zoho crm quotation module or other third party applications? Kindly help. Thanks
Deleting users from CRM account
Hello if I delete users from CRM, what happens to the emails for those users that appear in a Contacts Emails - under the drop down list of ZMail Public Users
Exporting Quote Issues
When we are quoting we see all our products, we we export the quote to a PDF half our products are missing - Why is this happening? Its only happening with some of our staff.
Importing customers
We are starting new with Zoho and have a list of past clients I wish to import into Zoho CRM. Which module do I import then into? Do I import them as leads and then convert them all into accounts and contacts, or do I import them as a contact and then allocate an account to them? Your help is much appreciated.
Year() not outputing data
I have created a formula field to extract the year from a date. I did this in a new section within a new layout (hence, not Standard Layout). The formula is: Year(${Enquiries.Enquiry Date}) But there is no output in my data when I select the field for my output. Shouldn't it show the calculated result of the data? Thanks.
Doubt: Management diferents ecommerces with one unique account.
HI! I am starting to organize my CRM project and I have a big doubt. I have several ecommerce sites. Each one of them is completely different from each other. I could open an account for each site but I don´t want this. I wanted to have a single account and since I managed all the clients of diferent ecommerce. How can I do? I do not mind having a premium account if this fixes my problem. I hope you can help me. Best regeards, Joseph
Module Association after Lead converted to Contact
I've set our Form entries to be entered as records in a custom module. What I'd like is for the record to associate automatically with the lead or contact that matches the email address on the form. Then if that lead is converted to a contact the record association would continue on.
Webform to select checkbox
Hi, I was wondering if anyone knew a simple way to allow a user to select a tickbox via a webform, I have already used the unsubscibe one but I wish to create a second tickbox selection. Is this possible? If so how do I do it? I have been looking online but there isn't a lot of information there
Managing the CRM calendar across multiple Zoho Organization Accounts
Greetings, I have two companies that run on Zoho. Both of them use Zoho Mail and Zoho CRM for its activities. Both have separate brands, domain names, and business activities. I would like to be able to create CRM events in both of these companies, and would like my calendar to be syncronized for both companies' CRM and Mail calendars. Is that possible and how would I do it? Thanks, Mykola
Expected revenue
As the owner of an Independent Rep company, "Expected Revenue"means commissions to be received. From what I see the Expected Revenue is controlled by Probability %. If we have a Prospect to buy a $10,000 product and the Probability of a win is 90%, our revenue could be only $1,000 in commissions paid. This should not be an interactive field.
Unable to add new user
When trying to assign CRM to a new user from the admin panel we get the helpful message 'error occured' We have not hear back from support in over 24 hours and urgently need to induct a new user...
Synchronize Zoho Inventory templates to Zoho CRM ?
I went ahead and set up the templates for Zoho Inventory, thinking this would affect everything that it is sync'd to in the Zoho Stratosphere. Apparently, the Sales Order, Invoice, etc templates in Zoho Inventory do not synchronize with CRM. How can I create the exact same templates? I don't want an invoice from Zoho CRM to look different than an invoice from Zoho Inventory or Zoho Invoice. If there was an "edit as HTML" button that showed the entirety of the HTML code for the Zoho Inventory templates
Web form Autofill field
I have a 2 pages, both have the web form. I want to separete my CRM with the users from One page or another One. For example, if someone sign up from Page 1, i want a tag or something that i know this lead come from Page 1. And if come from Page 2, a tag or something for Page 2 What can i do?
Supplier vs Vendor
What is the difference between a supplier and a vendor?
Zoho Calendar Limited Permission Options!
Hello All, I would love any insight or work arounds for this, as I love zoho, but I'm at my witz end now with this issue. Almost every professional calendar (including zoho calendar - not in the crm) has the option to either share your events completely / block your events completely / or show whether your available or busy without any details of the event. This is such a basic feature for any busy company. So that events don't have to be public but others should be able to see availability. Zoho
ZOHO CRM- Show latest note in Report
I have searched many forums and there seems to be a consistent request to report only the latest note(s) in a leads report. Currently you can only use filters to show a date range to return results. Is there any plans to integrate a feature like this?
Zoho CRM Lookup Field
Good Morning, Hi, I have a question, It's possible to create a lookup field with a module created in Zoho Creator? For example: I created the module Policy Types in Zoho Creator and I want to create a lookup field in Zoho CRM with that module. It's possible do that?
Updating drop down lists and maintaining information up to date in the different records
Hello, I want to update the list I have for 'Client Types'. Is there a way to modify the list of choice so that the existing records are also updated? For example, I have 'Dealer' as a category. I wish to update the list and have 'Dealer - product A' for all my existing dealers. At the moment, if I change my options, the records will not be updated. I do not wish to updated record. I want to modify my list of options and maintain the link between this list and the records. Thanks, Benoit
Workflow based on discount percentage
How can I create a workflow based on a discount percentage, not amount, please help!!!
Suggested Improvements to Zoho
Hi there, I've been a user with Zoho CRM for about 3-4 years now. It's been great, and has helped us grow our online revenue, and keep track of our customers and contacts. Although - over the years, I've noticed many small improvements, I find it beginning to lack behind other comparable CRM/Marketing systems. I could be mistaken, but I've been yearning for features, like link tracking, lead scoring - basic information to see how my leads, and list have been interacting with my marketing efforts.
Terrible chat support... How is this solved?
Three times I asked help from chat support and they didn't help me at all, only made me waste time. The problem is that the mails I send to and receive from my leads don't appear in each lead's record. I have my email account configured with POP. I did everything they told me via chat and nothing worked. I am disappointed in this CRM service. Another problem they didn't help me at all with is that the calls made from an user with the Zoho CRM app on the phone don't get automatically registered in
How to change the order of search results fields?
When searching contacts, I can choose the fields to be searched but I cannot edit the order they are shown in. So the clickable "full name" field actually appears all the way on the right, which is inconvenient. I know I can select the fields but can I edit the ORDER that they are shown from left to right? If not, please add this feature as a "search view" or something! Taylor S. Client Service Manager
Repeat B2B Sales
My company does B2B sales in the chemical industry. We often have companies that reorder the same product several times throughout the year. How do you typically keep track of these reorders? Our customers wouldn't go through the same stages as a Potential for a new product so how do you put these in the pipeline? Just looking for suggestions on the best way to keep up with these types of sales.
Scheduling Single Emails/Surveys
We recently switched to CRM Plus. Is there a way to schedule just single emails through CRM? We would like to automate our basic follow up system. When we get a new client and set them up in our Zoho CRM we want to schedule an email to send to them with a survey halfway through their contract so we do not have to remember or set reminders to this task. Is that possible?
Leads Tab
What is the difference between lead status and ratings within the Leads tab? Also, where can a find or purchase a user manual?
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