Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.
Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? Thanks
Export Analytics dashboards as JPG or PNG
I'd love to see a way to export a CRM Analytics dashboard as an image, with a date and timestamp added to one of the corners. Useful when wanting to email data to a client or vendor specifically. Doing a Print-to-PDF adds cut-off lines whereas being able
Upcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be able
Automatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there any
Workflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notification
How to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers Luke
Is bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List used
Office 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email they
Client Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/mo
Search Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name
How do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, Peter
Home page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please help
I don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked the
Home Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhere
The new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the same
Workflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteria
Journey Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I have
Mailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, Kevin
Synchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love using
Zoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contact
Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,
Customize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this related
Zoho CRM Notes button Share to Customer
hello all, we started seeing a new button called "Share to customer" in Notes. When we click it nothing happens. Does anyone know what this button does?
How to workaround the 100 limit on scheduled reports
I work with 600+ partners that I would like to send a weekly report to, but there is a 100 limit on scheduled reports. Does anyone know of a workaround (outside extension) that could do this?
Is it possible to map a multi-level dependency?
In other words, can a custom field map as both a parent and a child for dependencies? Like so: Parent Child-Parent Child
Zoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?
Thinking about switching our company from Salesforce to Zoho CRM
I am a sales manager and have 7 reps on my teams. We are looking at new CRMs to use and I had a few questions. 1. How can I sync my company gmail account with my Zoho account so I don't have to manually add all my contacts into Zoho? 2. Is it possible
Final date extension for Activities module deprecation
Dear Customers, Happy New Year to all of you! We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on December
Null & Non-user Account Owner
Hi, We're currently testing Zoho CRM as a management tool for a company database. Due to the way we gather new information, detailed company information is required when adding an entry to the database. Thus I add new companies/leads as Accounts, not
Specify what fields get cloned?
Specifically, when cloning a Sales Order can we turn off some fields from pulling into the new cloned record?
Display Company Address if Contact Address is empty
Hi team, any change to display the billing address of a company in a contact which is related to the company if the mailing address within the contact is empty? I tried to solve it with a workflow an And with a custom function to update the fields in
Email replies dashboard?
We are just about to start calling aged contacts from our Zoho list and the calls will be followed up with an email. What happens when that contact replies to our email? Is there a way to view a list or dashboard on email replies from any of these contacts?
Lookup Fields are not updated
Hi team, created Lookup Fields in the contacts layout. The major lookup-field is fetching this name of the related contact. Based on that lookup-field I added fields to fetch the billing address information. These fields are showing up, but are empty
Make field required based on value of another field
I want to make a field required if another field is set to a specific value. Specifically, for our Opportunities, when a deal is lost, I want to require users to fill in a Reason for Loss text field. Is that possible? If yes, how?
transfer tags from deals to accounts
Hello, We are trying to transfer tags from deals to accounts. Example- We create a deal and link it to an account. In the DEALS module, we tag it "specific". We want that "specific" tag to move over to ACCOUNTS also. That way we don't have to re-tag things
Individual edits not saving
We are experiencing an issue where individual edits are not being saved in the CRM. This issue is occurring on an org-wide basis, and is intermittent. There are different computers (Apple and PC-based), different locations, all primarily using Google
Access for clients to view their record
I need some of my clients to be able to view some of the data and attached files contained in their records within standard and custom modules. - Is this possible? - I understand that their is a client portal option, will this cover this need? - Can this be achieved through API or custom development with ZOHO creator? So many thanks for the time and attention.
Email display for Lead
Hi, I made integration between our email server and CRM. I found not all email will be displayed in Lead - Emails Could you please tell me which part of email are omited? e.g. Latest email in CRM is in Mar 1, while the latest communication with client
How do I remove / delete stages from a Pipeline.
Pretty self explanatory - I never want to see the stage ever again ever.
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