Converting an Account to a Vendor
If I have accounts that really are not accounts but vendors how do I get them from my accounts to a vendor?
Customer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,
How can I add Contact "Title" to the "Contact Roles" list inside the "Deals" page?
When I am looking at deals I'd like to see the Contact's title. How can I add the Contact's "Title" to the "Contact Roles" list inside the "Deals" page? Thanks Ted
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.
Downgrading within a yearly subscription
How do you treat billing if someone downgrades from a paid plan to a free plan before the annual time has elapsed? Thank you.
Audit Log
Is it possible to delete history from audit log?
Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,
Client Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.role
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
Setting up a 2 tier Reseller model so distribution accounts can have other partners associated
We are a software company and we now have a need to add another layer to our CRM account structure. I would like to understand the best practices for having a reseller partner account associated with a distributor account. I would like the distributor
Workflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?
have multiple Form entries in zoho crm
Hi So I have zoho one and I want to have a user to fill out a zoho form and be able to view it in a user portal in zoho crm. The user should be able to fill it out multiple times and have different entries for each. For example I am a therapist and I
Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.
Zoho not loading attachments
Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed"
Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat Boyle
Emailing from CRM - That should be easy....
Hi there, i'm having struggles with Emails to be sent out of CRM. In the specific case right now i would like to send form and/or survey links but i found a lot of obstacles on the way: sending emails from ACCOUNTS module: this would be most common for
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
Enquiry to job card conversion?
If you have an enquiry number only and in Zoho it has already been converted into a job, how do find out what the job number is?
Custom CSS for Zoho CRM Team Bookings embeded widget
Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, like
Multiple E-Mail addresses for contacts
Dear ZOHO Team, this is a problem for many, many ZOHO users for many, many years now - and, IMHO, would be so easy to solve: I have many contacts using multiple email addresses - but ZOHO seems only to be able to recognize a contact via ONE email address.
Make related list appear with a condition
Hey guys! I have an education company. I am using the CONTACT module for FINANCIAL MANAGER (parents) and STUDENTS. I created a custom field called CONTACT CLASSIFICATION ("classificação de contato" in Portuguese) with 2 options FINANCIAL MANAGER ("responsável
URL in Button or Image as a merged Field
Hi There, We are trying to use a merge field to sit behind either an image and button. It looks like that it is not possible. Does anyone have any ideas on a work around. We are trying to have the Add to Apple Wallet & Add to Google Wallet become a link
Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts. Ideally whenever I add an activity for a record in this custom module, the activity will also show up in the related list for its parent account.
Hide/show section in zoho crm
Hi, is there any way to hide/show a section depending the value selected from a field in the zoho crm?. Best regards,
Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could
Google Contacts Sync not correct
I have activated Google Contacts Sync between one group of contacts in Google Apps (CRMShared) and Zoho CRM (My contacts view). I have set up two-way sync and Zoho wins. Before activating Google Contacts Sync I added 34 contacts to the CRMShared group
Address auto population in quotes and other modules.
Hi Once entering the clients address details in either the Orgainisation / Individual module I am wanting to create a quote for that Organistion / individual. without having to re-enter address details When creating the quote it is simple to select either
Calls Module Update - Unhappy
Hi Im sure that Zoho doesnt test the full fuctionality of changes they make. I have an issue with the changes made to calls: The CRM and CRM Mobile are not aligned in any way We used to have the Description of the call mandatory as 99% of calls logged are outgoing - now on the browser we have lost the description area that I had marked mandatory I can no longer edit someone elses calls - even as a Admin - but I am allowed to delete someones call no problems. On the mobile app - I have extra fields
Custom Field in Sales Orders items
These adult_qty and child_qty fields, how to populate them from Zoho CRM REST API.
Unable to get 2 workflows to work together
I am using Bookings and CRM, and am trying get the scheduling of a meeting to result in the sending of an email from a template associated with the Contacts module. I've created 2 workflows for this. #1 is executed when a meeting is created with the condition
Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or
Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except for
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
Go back to zoho
I've since integrated yeastar with zoho crm to manage a call center. But since last week, the forms are no longer being generated for the customers I have installed. I just wanted to let you know that everything was going really well. But since last week,
Report Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account owner
Cloning multiple opportunities for a Month to Month software subscription model
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is there
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