Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
Company Logo Image Appearing Large and Pixelated in Event Invitations
Hi everyone, OK, Zoho Premium Support have tried to help on this one, but we still can't find a solution. So, I need your help, please. I have set-up my Company Logo correctly using the dimensions 190 x 65 px. As per: https://help.zoho.com/portal/kb/articles/how-do-i-upload-my-company-logo When sending Event initations by email and the receipient is an Outlook Desktop App users, the Company Logo in the email appears large and pixelated. Like this: But when viewed in Outlook in Office 365 (i.e. in
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
What to do with a Contact when they Leave an Account?
I have some contacts in my CRM that have been flagged as no longer working for the Account they were associated with. What's the best way to deal with those contacts in order to preserve the history associated with them within the record. Flag them in
kanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
Sales Inbox shared mailbox - Best Practices
We have a sales & support team with 4 members. I'm trying to configure Sales Inbox in CRM Plus so that: 1) Incoming emails are shared between all members (imagine that someone is sick/out of the office, and other reps need to assist) 2) Outcoming emails
Mapping Accounts on Google Maps
Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, Keith
Does zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Progress Lines on Gantt
Is there a way to have these progress lines go under the tabs, rather than over them? It's very confusing having them over the top and crossing over tabs. Im using FS but it does them for all options.
Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.
Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).
Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having to
Creating Hidden Fields in Zoho CRM
In using Zoho CRM, I have found that I can create custom fields in any module without any issue. From there, I can map dependencies between them so that certain parts of a pick list only appear when the associated parent selection is made. This is a good
One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login. I found a post asking a similar question from nine
Linking multiple emails from Outlook to a specific Deal record
Hello, can someone help me with a procedure that would allows to link multiple emails from Outlook to a specific record in the Deals module in one action? Thank you, Karina
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
How to Pass the value for URL field to CRM from Creator by API.
Hello There, We needs to pass value for URL field in CRM from Zoho creator by using API.Please suggest the steps to achieve this. Thanks in Advance, Thisai Moorthy.
Recent Defeat of Zoho webform CAPTCHA
We've noticed over appx the past 2-3 weeks that the CAPTCHA field on our zoho powered webform is easily being defeated and the number of spam / junk submissions went from almost zero per day to up sometimes as many as 10 per day. This junk data shows up in our CRM and constantly needs cleaned out. All of the email addresses are registering from the "@mail.ru" domain. Is there a way within zoho and not necessarily on the server side to block this domain or any other creative ways to prevent this
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
Finding pipelines option
Hi. i am unable of finding pipelines option to create under the customization tab. can i know how i can find that
Enable Re-enrollment of Records in the Same Cadence in Zoho CRM
Hello Zoho Team, We hope this message finds you well. We request the ability to re-enroll records in the same Cadence within Zoho CRM after they have completed or been unenrolled from it. Currently, once a client completes or is removed from a Cadence,
user unable to access module even though its not private
Hi there, My logistics team account is unable to access the Purchase Orders module even though the permissions are public.
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with
Wizards in Blueprint Transitions
Wizards are really powerful with possibilities to have conditional rules or to add widgets. It would be really helpful to be able to use them in Blueprint transitions. Unfortunately, we have to create custom widgets for nearly everything that we want
Adding or displaying "Accounts" to Campaigns
I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with many of our customers. It is just insufficient for us not to have visibility into which accounts we have yet to approach or have already contacted in a Campaign. Does anyone have any ideas?
String Formula returning to much decimals
Hi all, Maybe a counter intuitive topic, but I'm looking to have a formula field turning numeric values into a string, because i would like to have a blank field instead of a '0' if the value is equal to 0. My formula looks like this : If(IsEmpty(${Articles
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Support SSO For Zoho CRM Customer Portal
We are looking to utilize Zoho CRM portals in the near future. However, we were told by chat support that Zoho CRM Customer Portals does not currently support SSO. This is very strange to me since Zoho Desk customer portal and Zoho Billing customer portals
Enable SAML-based SSO to simplify the login process for CRM portal users
Availability Editions: Enterprise and Ultimate DCs: All Help resources To get a basic idea of the enhancement, please see: Overview of SAML-based SSO in CRM portal. For instructions on enabling this, please see: Configuring SAML-based SSO in CRM portal.
Missing Fields in Lead Conversion Mapping
I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
Ability to filter by related record's fields
this is a follow up on the infamous filter on the lookup field story. has anyone got a practical tip how to query records with a filter on related records' values? here is my use case: I have a custom module Transactions with Amount field there is a lookup
RTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
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