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?
Associating and viewing all emails with a deal
Hi - my apologies if this has been asked before but I've been looking around trying to find an answer to this confusing topic. I invariably only look at Deals within my CRM. I rarely go to Accounts or Contacts etc. I really only ever open the Deal objects.
Web tracking change
Hello, Into Zoho CRM, for my prospection, I add career pages url's of companies' websites to check if there is new jobs to fill in so i can offer my services. A while back, I used tools like visualping to automatically track changes on a website page,
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why
Subform relations
Hi there, I have set up a subform under my deals module (called work) to associate the related contacts. I want those deals to show up under the contact record, without having to create a report since our crew needs to see this on the mobile app
Validate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in these
Sync/Connect Microsoft Partner Center Referrals/Leads to ZOHO CRM Leads
does anybody know how I can achieve this? I know this is possible with both the ms partner center's API and Zoho CRM API, but how would I do it?
Run a Workflow based on two Modules
Hey Everyone We are trying to run an automated workflow based on two CRM Modules. Deals - Custom Fields filed with data Check-In: 01.01.2022 Check-Out: 01.01.2022 Location: Portugal Products - Filed with data Name: Product1 Price: €100 Workflow Deal Data
Question on modifying templates using the new Writer integration
I am trying to create/modify a new mail merge template using the new Zoho Writer WYSIWYG editor. I had to save the document before I was finished. Now I cannot figure out how to edit the template so that I can re-save it in the final version. I cannot
Manual email from within CRM, does not get to Connect Task Board
A manual email sent from within CRM does not get to the Connect Taskboard. An email sent from an email client, (such as yahoo) does arrive.
Have revenues in the account module
Hello, I tried to find an easy way and could not find anything. There is a system field called ''Annual Revenue'' in the Accounts module but it does not update. My company uses the Invoices module (sub total of invoices) and we would like to have all
Difference between a Quote vs. Estimate?
What's the difference between a "quote" and an "estimate" in Zoho?
Why I can't format the writer document properly???
I am having the same issue as this guy https://help.zoho.com/portal/en/community/topic/im-pissed-as-fuck-5-4-2019-1 And you shamelessly labeled as not a problem. Well, let me tell you it is!!! IT IS IMPOSSIBLE TO ALIGN FIELDS IN ZOHO WRITER. It has its
Number field sorting
I have an ID number assigned to each lead that is assigned by Zoho on lead creation (auto number field). When I am viewing leads, how do I get this field to sort correctly? As in to sort "1" above "100" when in Ascending order. For whatever reason
Workflow - Automating the Creation of Tickets?
Hi, Is it possible to automate tickets creation when a sales status is obtained ? For example, everytime my sale status changes to « Won », I would like to have a workflow rule that automatically creates a Ticket for the technician to receive to set up
Total Record Count display?
Hi, New to ZOHO and so far I love it. I would like to display the total record count on the Leads page all the time. I know how to click and see the number but I am hoping there is a way to have the number on all the time. Thanks
How do I add more than one email address to the Sales Inbox?
I'm trying to add more than one email address to the Sales Inbox on Zoho CRM similar to the feature that GMail allows. I'm trying to figure out a way but nothing seems to work. Can someone help me please? Thanks. Moderation Update: I'm locking this post
Partner vs Customer Records in ZOHO CRM
Hello, what is the best practice when setting up Partner modules in ZOHO CRM? We don't need a different layout as it is very similar to the Customer modules. Is a Partner checkbox good enough or is there a better way? For example, we want to be able to
Correct procedure when a contact leaves an account/vendor
Hi there community. Can anybody tell me what the correct procedure is when a contact leaves an account or vendor? For example, if a contact retires or quits and goes to a different employer, I don't want to 'delete' the contact because all the information
CRM German Saluations missing
Hello, Im using Zoho in English, and salutations are just fine. However, some of our users are German, and Zoho does not switch the salutations to the corresponding Herr, Frau, etc. The missing salutation problem is compounded when having to export the contact data - as were being forced to use Zoho sheet view and export the fields into an excel table and from there export them into an Avery label printing app to send them off to the printer in the correct format. This problem was already flagged
Quickly edit tasks (rather than have to open a whole new page)
Hi - firstly, apologies if this has already been asked. I couldn't find anything specific. I'm coming from Hubspot to Zoho and one of the things I really miss is the ability to quickly update tasks. In Zoho, to update a task I have to click the task.
Formatting Mailing Labels
Please Help! I cannot figure out how to format mailing labels. I have a rollo thermal printer that does an awesome job printing mailing labels right out of word, but it would be nice to be able to get the labels to print right from zoho. It does not work
My SPF and DKIM have been configured for my email domain - but suddenly my emails are being sent to junk / spam folder
Hi, I have been using Zoho email (with my custom domain) for awhile now and have configured my SPF and DKIM records successfully. Suddenly, I was informed that my emails are going into the spam / junk folders of the recipients. Did a test email to my
Live chat button not working
Hi I am trying to speak with someone via chat but when i click the button nothing happens - Is there an issue at the moment? Moderation Update: There are no known challenges with accessing Live Chat in the said time frame. We request you to start a fresh
On Record Create, when does the database "commit" occur?
I want to run a deluge function via an on create workflow. In this code, the fields Estimated_Budget and Estimated_Quantity are required. The amount field is type Currency. However, the Amount field does not populate. Is this because the database COMMIT
Can't get items from an invoice from API response ?
Hello ! I want to be able to take a certains invoice and make a new estimate with the same custom items in it and prices and implement that in a workflow my problem is that I can't seem to get that data from GET invoice request where I can get everything
Closing Date vs Revenue Collection Date
Is there a way to set two different closing dates? The issue I'm having is I want the Revenue value to be recognized the same time as when we actually collect the revenue, which is a different time than the Closing Date due the lead times. Our business
Adjust the maximum length of "Amount" field in Deals or opportunity api_name
I was getting an error when I tried to store deals or oppotunity using php sdk. It doesn't accept the value of the amount that I set in the details of the deals due to the reason that it exceeds the maximum length. how do I adjust the maximum length allowed
CRM/Portal for Job Applicants
I'm working with a client to utilize Zoho CRM for recruitment for difficult to fill positions, which have a long hiring process with multiple steps. I'm wondering if there is a way (possibly using a Portal?) to have applicants be able to log in to see
Memo on Custom Modules
Hi, I am new for Zoho CRM, and now im finding the way to collect "Memo" from Custome module in the Detail view of Client Module. I could see Memo from "Deals", "Tasks", "Schedules" modules which were set as built-in modules by Zoho CRM. Is there any way
for meeting Participants other than Contact, meeting shows as Invited Event but not Closed Activity
To log a past meeting, we create an Open Activity that, because it's in the past, becomes a Closed Activity once saved. For the Participant who is also the Contact, the meeting shows under her/his Closed Activities. For the other Participants, the past
zoho crm custom domain mapping
Is this available zoho crm? if so, which version? i would like to have all my stuffs to access zoho crm with our own domain name. How can I do that? Will our staff be able to notice that we are using zoho crm at all? thanks Moderation Update: Custom domain
Blueprint transition does not detect assigned owner
Hello. The lead is added to the CRM by Email Parser. This works flawlessly. I created a blueprint for leads management. The record owner is automatically assigned by the Assignment Rule and is visible under the lead details but as you can see it shows
CRM Webform - Form Name cannot be hidden
Hi Zoho, It appears two large problems with your CRM webforms. 1) The Form Name is displayed as mandatory on the webform 2) If displayed, there is no control over the look-and-feel to control within our brand guidelines on website. This is directly affecting
Unable to see contact role contacts in emails other than primary? - In potentials / Deals
I am unable to see the emails of any of the additional contacts added via contact role. The video here shows that we can do this but the middle "Names" selection box is not showing up for me? I have multiple contacts added via contact roles and the only
Field Editing
can i remove specific fields from Accounts
CRM Global Search Problem for Products - (solution: manually edit 15,000 records??)
Over the years we have accumulated alot of products that are now INACTIVE. I am unable to delete them as they are attached to quotes which is fine, however they keep showing up in search results which is causing a ton of issues for us. I was given two workarounds... (a ton of clicks or manually edit 15,000 records) Option 1. Use products module to search... Click 1. Go into products module Click 2. Select filter, scroll to find ACTIVE products filter Click 3. Click on Active products filter Click
Mass Emails
Hi, Im sure others have come across this before, when using the mass email action on the right-hand corner of a list view as opposed to manually selecting records, it doesn't default to the current list view on the screen and defaults to All contacts.
Zoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unify
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