email templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do not
Decisions in Blueprints
We would like to have Decisions in Blueprints, just like they are available in Kiosk Studio. That would allow us to build more complex flows, without it being too messy and hard to maintain.
Counting number of records from related module
Hi, I have a field called: 'Number of unsolved issues'. I want this field to contain the number of records (from module 'Debiteuren') which are not solved. How can I do this? How can I update this field? So in this case, the field should display the number
Set visibility of default views
Hello, Requesting ability to set visibility of default/pre-built views. For custom views, you can set it to "Only Me", "Everyone", and "Selected Users". For the default views, we have some examples where we don't want everyone to see these. For exampe,
When creating a new module it is turned OFF by default for all Profiles
Currently when you create a new Org Module it is turned ON by default for all profiles. So once you create it you need to go over all profiles to take away access. It makes a lot more sense that when we create a new module it is turned OFF by default
How to reduce sync time between ZOHO CRM and Books? Can't Accountant do Manual Sync?
Can we reduce the Sync time? Apart from Admin who can all have access to manual Sync? Also, can we have a button on the CRM or Books to Sync CRM and Books?
Due date field in tasks module (ZOHO CRM)
Dear community, I'd like to know how can make my due date field from the tasks module into a date/time field. I have a few situations that the task is opened in the morning and it has 3 hours to be done, so the current field type (only date) do not fulfill
Introducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* Additional
Stay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.
How to create 1:1 relationships between modules?
This is what we need: Module A has a lookup field called "B", where one record of module B can be connected. Module B has a lookup field called "A", where one record of module A can be connected. Note: the fields should be in sync. If we connect a record
Deal Stage / Cycle
Hi, I'm a newbie to Zoho CRM and currently testing out the free version. I'm quite confused with the deal stage. In my window, I can see the following in the order: 1) Qualification 2) Need Analysis 3) Value Proposition 4) ID Decision maker 5) Proposal
How to assign invalid user to a record
I have set an workflow , which will take owner from other module and assign it to a new record. However, if user has been deactivated, deluge can get user info as normal , while It will pop up error when it is assigned to the new record's field.which
I HATE HATE HATE THE NEW LOOK AND FEEL
TOO MUCH INFO TOO BUSY NOT PLEASING TO THE EYE DO NOT FORCE ME TO CHANGE OR YOU MAY BE FORCING ME TO LEAVE!
Formula Field using another Formula Field
Dear Support, I'd like to create a custom formula field that use another formula field. Is there some workaround for this? Thanks. Paulo Miguel.
Automate Birthday and Anniversary wishes for your customers
Want to automate the process of sending birthday or anniversary wishes to your leads or contacts? You can do this in a jiffy using Date-based Workflow Rules. Workflow rules can be triggered based on: Record Action - Create, Edit, Create or Edit, Delete, and Field Update Date - Date, DateTime occurenceTo automate this use case, you can create a Workflow Rule and trigger it based on a Date field, in this case, the Birthday/Anniversary field. Here is a GIF image to take you through the steps to send
Create different langugage files from one record
Hello all, Lets say that I have one record in the CRM - Purchase Order. We use MailMerge to create our POs and send them out. So the question is the following - sometimes we need to send the PO in English - sometimes we need to send the PO in local language
Brand add-on in Zoho CRM
We have a Professional level Zoho CRM account and we are just getting started with our set-up. The company has two divisions, one that uses the primary company brand and one that uses a modified logo. We would like to be able to build templates of documents
Modules Grayed Out
Hello! I was interested in trying the Reports and Analytics modules, but they are grayed out and I can't figure out how to activate them. The module permission for them is set to allow anyone to use them, so I know it's not that. However the only options
How to Avoid Duplicates When Importing Accounts Based on Website?
Hi all, is there a way to prevent duplicates when importing new Accounts into Zoho, other than using the "Skip duplicates based on Account name" or "record ID" options? It would be highly beneficial to have an option to skip duplicates based on the Website
Keep the thrill of sales alive with Gamescope
Introducing Zoho CRM's built-in Gamescope--guaranteed to turn your days of ordinary work into extraordinary fun! Compete with your peers on who converts more leads, completes more tasks, or closes more deals with friendly competition and a lot of fun, while earning badges and trophies in the process. How It Works: It's easy to get started using Gamescope. All an admin has to do is turn the feature 'on' and every user can access it. Users can participate as an individual or as teams. For individuals,
Add Folders In Related Lists
We started working in the new CRM interface which we find very useful. You are able to organize modules in teams and then in folders. What would be truly amazing is if you can also organize the related lists on the left of each record in folders. Currently
Chart to show deal values YTD based on Account Territory
Hi all Is there a way to create chart in Analysis that shows Deal amount by Account Territory? I can see that I can group by Deal Terrority, but not by Account Territory, and I can't see Accounts on related modules. Any ideas how I can see that? Olly
Script to share only certain related list
Hi all! I am looking for a script where, based on a condition (field value for example) I can share all records but only from selected related list. Territories, Data Sharing Rules, User Lookup and Manual Sharing is not what I am looking for. Example:
how to run function once to fill a field programmatically?
I create a new field in deal module and this module will depends on another module. let say I simplify the case like this 1. I need to fetch all the records in deal module that the field 'status' is "Won" 2. if the field 'weight' value is more than 100
Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function
One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view,
Issue with Email Not Sending via Flow in Zoho CRM
Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, but
How to add a new custom field?
Hello, I don't understand how to add a new custom field, I follow the instructions specified here: http://crmkbase.zoho.com/how-can-i-add-custom-fields there's simply no button NEW CUSTOM FIELD. Where is that option? How come such a simple option can be so hidden? Thanks
Zoho CRM and Zoho People
Hi We are busy with new business setup were businesses (our Clients) can hire temporary staff (our employees) when and when required. Is the CRM module suited for such use? Thank you Fran.
Lookup field populate with subform items of another loopup - Zoho CRM
Hi all, I'm facing the following situation: In our Zoho CRM, I have a custom module, lets call it "ModuleC", with a lookup field related to Sales Orders module. When the user select a Sales Order in the lookup field, I would like to "populate" another
Zoho - Temporarily Unavailable
Good morning, Saw this message when I tried to open Zoho CRM We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later.. Can you please advise?
Lead Scoring - How to map scores from a lead to a converted contact?
I can't find any info on this? I have set up Lead SCoring and the same scoring rules for Contacts. What happens when I convert a lead? Does the score from the Lead module come over to the Contact module? Or do I need to map it? Thanks
Funnel for next 6 months rolling
Hi Is there a way to set the date field in Analytics such that you can see a funnel for the next 6 months? Currently I can do a Custom date but that's a fixed start and fixed end, so I can set it to 6 months hence, but in a month that'll be the wrong
Two search boxes in CRM with Keyboard Shortcuts enabled
Hi If I enable keyboard shortcuts (which are very handy) I get two search boxes appearing when I hit the forward slash (/) key to bring up a search box. And the fun thing is, neither of them works when you type stuff in unless you close one of them. Given
Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and
Support for Sub-form Fields in Zoho CRM Webhooks
Dear Zoho CRM Support Team, We are writing to request a new feature that would allow for the inclusion of sub-form fields in webhook parameters when sending webhooks from Zoho CRM to external systems. Currently, when sending quote information via webhooks,
Zoho CRM Analytics columns of row data
Can additional columns be displayed in the row data when viewing Analytics charts?
ZoHo CRM Outlook Add In
Is there a way to disable the delete feature that appears within Deals, Campaigns, and Accounts. I am very worried about implementing this Add-In for the fact that an accidental deletion could occur. Has anyone come across being able to disable? See attachment.
Approval processed - "Waiting for approval" state does not happen
Hello, Does someone know what could be the reason that an approval process does not work? watch this video: https://www.youtube.com/watch?v=rFOJgrmVcEk and this article: https://help.zoho.com/portal/en/kb/crm/process-management/approval-process/articles/add-approval-process
Any way to schedule/queue specific fields to be updated on a specific date with specific values
Does Zoho CRM have any functionality (either now or planned), where after clicking "Edit" within a record and instead of "Save" there could be an option that says "Schedule Update on {choose date}". This would be similar to how Zoho Billing allows you
Customer Portal - Email and Notification to Customer on @Mention
In a customer portal, how to show to customer the Email "related list" of our correspondence with the customer? How to notify the customer when a crm USER posts an'@mention' to the external customer?
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