Zoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
Data Sharing issue: Shared user information outside of defined roles
Hi Zoho team & community, We've encountered a particular issue that I'm hoping you might be able to help us with. The context: Our organisation consists of multiple units that should not have access nor see each others information in Zoho CRM. To achieve
Implementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements
Parent Account/ Member Account and Hierarchy
I was creating Hierarchy for Accounts (e.g - Hospital, Clinic, Department, etc.) . Let's say Level 1, 2, 3. I used 'Parent Account' lookup field to define Level 3 parent account = Level 2. Leve 2 parent account = Level 1 I want to see the full hierarchy
Convert Quote or Sales Order to Purchase Order
Hi, I am using Zoho CRM and I need a way to either convert a Quote or a sales order into a Purchase Order. We resell products to our customers. When we quote a project for a client we create a Quote today. When we win their business we convert it into
Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
No desktop Incoming call notification
Hello, We just insalled a SIP gateway with Zoho. We are just debugging some odds, and one of them is: when we have an incoming call, our desk phone rings, and a internal notification is shown in the CRM. However, most of our user don't have their browser opened all day long, and never get that notification (to record the call). Is there any way to get a desktop notification (either from the browser or a desktop app, or even Cliq) to be used ? If not, how do you usually get notified ? BTW we are all
CRM lock task due date
Hi, we want to be able to lock the task due date in Zoho CRM. We have been asking about this feature for years, and still unclear if we can do this or not. I see some discussion over at Zoho Projects, so maybe they are aware of the use case. When we tried
Quick question - non-profit database
Basic background: I need to set up a database for a small, non-profit organization. Mainly I need it to manage my list of contacts, donations, and fundraisers. The contacts need to be categorized (staff, donors, volunteers, etc.) and many times these
How to get rid of 'via zohocrm.com' in the mail received by the customer.
When i send an email to the customer via zoho crm, it displays ' via zoho crm' beside my name. How can i get rid of it, it is bad for business because it reduces the authenticity of my email. Need help as soon as possible. Anil.
Lead should fill up data set
At the moment I am working step by step on moving all email lists (first name/email) from an external App into the Zoho CRM as "LEADS". How exactly do I implement this so that I send the respective contact for whom I have either - only email or - email
Zoho CRM Tracking Google Enhanced Conversions
Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
Automatically close a Task based on workflow rule
I have a task that is created for every new Deal, and I'm trying to write function that will close that particular Task based on a workflow rule. I'm getting the following error in the function below. I'm new to Deluge so I'm not sure what I'm missing.
BIG DEAL ALERT...WHERE IS IT??
I have spent hours looking for "BIG DEAL ALERT", I have followed the instructions..."SET UP", "POTENTIALS" but there is nothing there! How do I set up a "BIG DEAL ALERT" Richard Quickcolourprint.com.au Perth Australia 1300 784 250
Can we assign Multiple contacts to one Meeting in Zoho CRM
Hi There, I would like to know whether we can assign one meeting to multiple contacts. I know that, In meetings record, we have contact as a single select lookup. But is there a way that we can show the created meeting in more than one contacts related
Get Company Logo
In some other CRMs I am testing, I see that, upon importing Accounts/Companies, that Company's logo is automaticaly inserted in those CRM's, is that also possible in ZOHO ?
CalDav stopped working
Hello, I have been using CalDav for syncing my CRM calendar with my outlook and iphone calendars. About 3 months or so ago it stopped syncing. I have not changed anything. I have tried to reinstall but I cannot get it to work. I really rely on this as
Creating a new Related List entry for Accounts
Hi, Is it possible to create new Related List entries on Account screen? I want to group together some of our custom fields in to related topics, ideally so that they can be hidden or expanded as needed by the user. These are the type of things I mean.
Tags order
Hello, I have many tags on a client page, and I'd love to be able to place them in a specific order into my list, so I do not have to go down all the way for the ones I'm using most of the time. A drag and drop feature to make them in order would be great.
Button or Links order
Is there a way to re-order the buttons or links that are created?
Sub-Forms Data Processing
We are using sub-forms in modules. They are great for recording status and dates of contractor invoices and works. However, there are some functions that we want to use that do not seem possible with the sub-forms: 1. We need to see certain fields from
Custom module in CRM not sending emails
We have a custom module for tracking Quote Requests/POs/Bills etc. We customised it so everyone could see everything in one place. The standard Purchase Orders module wasn't really suitable. In the custom module, the standard email field won't connect
Why company name mandatory for leads?
Hi there, I am quite new to Zoho and try to figure out how everything works, what my best workflow is and how to set everything up. One question: Why is the company name in the leads mandatory? I run a vacation rental business and almost all my customers
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
Hidding/excluding specific picklist options from filter
Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module
HELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign up
Attachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.
ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or any
Different between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm so
Add Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?
At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,
Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? Thanks
About Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?
Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a Marketing
Portal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,
Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and one
Im Stuck in an EDIT ONLY WITH WIZARD issue
So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
Fetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.
Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,
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