How to quickly & easily search for Contacts/Accounts
Just started with Zoho and it's seems pretty good but the one absolutely horrendous thing about it is searching for Contacts and Accounts. I could be doing it wrong and any advice would be appreciated. If I want to look for a Contact, then the process
win the week report
I want to evaluate the task accomplishment for each account per week
Wombat dialer, Yeastar P-Series, Zoho integration issue
hi i have a Yeastar P-series integrated with zoho, integration works fine except for calls generated by Wombat predictive dialer, it doesnt show customer caller ID, however in the thirdapp.log in yesterday, Zoho can detect the call but it doesnt pop-up
Set Parallel Transition to Common Transition
Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple
Way to organize note?
Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoad
New enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link
Associate subforms and save templates as draft in Email and Inventory templates
Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual
Shared Inbox Help
Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is
How to... Automatically update a field in "Contacts" that i change or add in "Accounts"
Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I
Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,
Is there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appears
Export report to csv via deluge script
Hi, is it possible to export a report into a CSV file from a deluge function? If so is there a limit to the number of records that can be exported? In my system I need to create a CSV file (actually I'd need an XLS file but I think XLS file has a narrower
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Hubspot to Zoho: You have exceeded the migration limit for your organization.
hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with
CRM Notes Roll Ups/Connections/Parent Records
I can not find or figure out a clear answer to how Notes in CRM roll up/into other records. Notes on Tasks that are related to a Contact and/or Other Record (Deal, Account, Etc) are visible in the Task and the Contact and Other Record. Some Notes also
Unable to create a Sandbox Error
I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com
"Unable to send template message." for Zoho CRM
In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates and
Unable to Create New Contact from missed call
I have RingCentral integrated with CRM. When someone calls from a number that's not already in CRM I may want to add that number as a new contact. In the Calls module, when I click on a missed call, there is a + button next to the phone number. That brings
Conversion: Lead to Custom Module
I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?
CRM Mail-Sharing issue | Public sharing vs. defined sharing roles
Hi, While the issues surrounding mail-sharing rules have been discussed in this forum before, I couldn't quite find an answer to my specific problem and was hoping for input (and ideally a solution). For the sake of making my argument, lets use the following
Weekly Bug: Related Record Bug,
Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..
Formatting/Justifying Subforms in Canvas
Hi! This community has been so helpful! Hoping somebody can also help me with this Canvas design issue -- I don't see any option to customize the column width or justify the text in a Subform within Canvas? As you'll see attached, I have a "date" column
Lite user for CRM
Is there a lite user for CRM? I currently have users on full CRM plus licenses to just go in and view things, they never edit anything and are maybe in Zoho a few minutes at a time, it just seems a super expensive license for little usage
How to customise the description of a lookup field
Hi everyone! I have a lookup field for "related Quote", when I open the popup it shows only the descriptions of the quotes, is there a way to add more attributes? I'd like to show "quote number + description" Thanks in advance!
Copy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sample
Adding More Lookup Fields
I have a section where we look up suppliers and it pulls in 7-8 lines of information about them, them merges into a document. We can only look up 5. Is there a way to do this in Workflow? It looks like merged documents can't read Lookup fields.
Email notification based on date fields
We record supplier's trade license and insurance expiry dates. I am trying to set up an email notification based on an Expiry Date reaching the today date. Workflow doesn't seem to do it as it only allows a selected date, not "today date". Anyone know
Let us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like an
Dynamic Filtering Based on Field-to-Field Comparison in Zoho CRM
Hi, I hope you're doing well. We would like to request a feature enhancement in Zoho CRM that allows filtering and mass updating records by dynamically comparing values between two fields within the same record, without needing to specify fixed values.
Zoho’s Utter Neglect of Simple Fixes – No Font Size 11 in Emails? Seriously?
We have been using Zoho CRM, and while we appreciate many of its features, it is mind-blowing how they continue to ignore the most basic, industry-standard features that every other CRM has implemented years ago. Take this simple example: Zoho CRM does
Cannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get
Create a task based a date field and a drop down to generate a next contact date.
I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,
KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai
So poor customer service from Zoho
We've been customer of Zoho since 2017 and were currently experiencing some development growth and we've been needing support form you but, Have been unsuccessful doing so... I need you to guide me on how your customer service work, times, calls frequency,
Canvas button for related record.
Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choose
whatsapp notification is not triggered on workflow rules Zoho CRM
I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PM
Team Inbox Email Insights
Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?
Workflows User based or Organization based
Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B
Zoho CRM Customization for Real Estate Agents?
Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?
Importing data into subform
Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subform
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