Outlook 365 Zoho Calendar Meeting to Zoho CRM Contact Record
Hi I have integrated a two-way sync between Outlook 365 Calendar and Zoho. I currently testing the integration - I am operating with Outlook 365 Calendar, and I create a meeting within Zoho calendar in my Outlook. I invite a synced contact (Dr Loopy Test
Feature should be added - WhatsApp templates in Zoho CRM
Hello Support, I started using WhatsApp in Zoho CRM but I found that templates are used only for workflow-rules, I used to use WhatsApp in Zoho Desk and this feature is available (picture attached). You may suggest using Predefined Text feature, although
Dates to Exclude Leap Year
Hi there community, The following formula correctly calculates the number of days between two dates within a subform of my custom module: Datecomp(${Aircraft Rating.To},${Aircraft Rating.From})/1440 The problem is if the number of days between these two
Signals do not work for custom modules.
When we send emails to records in a custom module, we do not get any notifications/Signals for when these emails are opened/interacted with. We are only getting notifications for records in standard modules. Can we change the behavior to include notifications
Creation of CMDB using Zoho CRM
Hi Everyone, pretty new to this forum, and new to Zoho CRM. Just wondering if anyone has tried to setup a CMDB (ITIL SACM term) in Zoho CRM. It appears you can setup custom modules that you might be able to turn into a CMDB, but i am not 100 percent sure.
Get file contents off a file upload field
Hi I have been struggling with getting uploaded file contents in ZOHO CRM using DELUGE. I have a custom module that has a file upload field were users should upload an XML file I have been able to retrieve the URL of the file but not the contents. There
Default value of subform
Hi , I suggest that CRM allow us preset default value of the subform. In our business, most of time we need two product to be added into product details. It will be great if we can preset default value for subform. Note: I know client script can achieve
Create a conversion rate insight
I've been trying (without success) to create an insight in the analytics module of CRM to show me the conversion rate of deals in the pipeline (ideally by stage but at worse just an overall rate). I've found several posts but they are all old and (perhaps
Has Zoho abandoned the support live chat feature on CRM?
I used to be able to get through to support chat about 4 out of 5 times I tried. In the past 6 months, I have probably tried 15 times and not a single time have I been able to get through to a person. I know sometimes it can get busy, but 15 attempts
CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
Parallel and multiple transitions limits?
Hello, I'm setting up my 3 Blueprints available for my PROFESSIONAL EDITION but since i know there are limitation for the 10 transition per Blueprint project, i have found nothing about parallel and multiple transitions limits. Can anyone enlighten me
How to downgrade from trial to the free licence
Hi! I'm trying out Zoho CRM but all I need is to see if the FREE version (the one with limited features and limited to 10 users) is enough for me, but after signing in I now have the Entreprise version in a 15 days trial. I really don't want to work in
How to do two fields of one column at subform?
I see the subform of module [Quote] , the fields [Product Name] and [Description] is in the same column at one row. How to do that at custom module?
Users get forced into a trial account
There's a complicated process that has wasted hundreds of hours in our support department. When a new user is created in our One account, the user should be linked to our enterprise account and NEVER receive any sort of trial. If the user tries to login
Trigger a Workflow when a specific email template is used
Hello, I would like to trigger a workflow based upon what email template is used to reply to a lead. Is this possible? What I'm trying to accomplish is (in pseudocode): if (Email was sent using Final Attempt Template) { if (No response received within
Edit Won Deal
Hello Team!! I have a SOW email notification once a Deal is WON. But when we edit one WON deal this email is fired again and I need to make a difference between a NEW won Deal vs EDITED Deal. How can i split this trigger? Best,
How do I generate a component in the email template editor that includes several sub-components?
Hi, I've retrieved an email template from the zoho library which includes a component that encompasses two other components. How can I do this from scratch?
Checkbox Marked True When Variable is Met
I am trying to get a checkbox to mark true when a $8,000 amount is met and I can not for the life of me figure out what language I need to use in my functions to automate this. Any advice would be appreciated!!
Notifications
I am getting proper notifications for the set work rule,
Invoice for products shipped
Is there a way to generate a invoice for products shipped/delivered to customer. I know we can go Sales order --> create invoice and manually enter the units to invoice for. But this gets complicated and creates potential for error. Is there not a option
Selecting multiple templates at once for Zoho Sign
Hi! Hope someone can help me out. We currently use Zoho Sign to have documents signed (shockingly). The problem I have is that we often send 10 or more documents at once to be signed. The process of selecting each mail merge template, waiting for it to
Issues with the updated Zoho CRM Calendar Integration - A discussion thread
Hey all - 3 days in and no responses have been posted to the announcement thread. Not sure if that's because no one wants bad news on the announcement thread so I figured I'd make a new thread so perhaps we can get some acknowledgement of our issues.
Activity Updates on Duplicates Leads
Hi, We're facing problems on regarding duplicated leads on zCRM. When a user submitted a form via zForm that has the same email/contact with our existing lead, it merges both leads. Zoho doesn't notify us of any resubmission from the same user. Generally,
New 'notes' duplicate 'deals'
Hi, when we enter a new 'note' that 'deal' gets duplicated in the deal report. We want to use new (weekly) notes as a report but cannot without causing the duplicate deal issue. Thanks!
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
CRM Reports- Export to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need to
Zoho Portals for Clients
I have a kit home business and I have a custom Build module for clients. I want to give them access to this module through a portal, so they can enter dates and see the typical build flow. If I allow Create/Edit, the client can setup multiple Jobs. I
Is there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We would
What's new in Zoho CRM? | January 2024
Hello everyone, We have consolidated the list of new features and enhancements in Zoho CRM in the month of January 2024 into a video, and here's the link for your reference: To learn more about these updates refer to this forum post. We have already published
How can I import 2 contacts to a deal?
Hi, I'd like to import two contacts to a deal. How can I do it? I uploaded first the Account, then the two Contacts (which both appear in the Accounts), but when I upload the Deal, I'm not visualizing there the Contacts and I'd like to also visualize
Free to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup Rayamajhi
Multiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
I want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?
Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is when
Lead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?
Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.
Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field for
Overwrite Contact Fields on Target Convert
In a previous question I posed to the community, I was able to get confirmation that when a Target is Converted and merged with an existing Contact the system does NOT overwrite existing values on the Contact record. (https://help.zoho.com/portal/en/community/topic/campaign-associated-to-converted-lead)
CRM field permissions vs required fields
In CRM layout / fields configuration, it's not possible to restrict required field's permissions for selected profiles: I can see the logic although there is also an argument for read only required fields for some profiles. 1/ am I getting it right? 2/
How to assign (grant access) of a web tab to specific user(s) instead of role/profile
Hello, I need to grant access to certain web tab to specific user(s), however, it's only possible to grant access based on profile. Could anyone propose a solution?
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