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.
Zoho CRM Webhook - Passing subform data
I want to use a webhook to pass invoice lines items from subform a subform from one of our custom modules to Zapier. I cannot see how to access the subform as a parameter? I can pull the data using a deluge function and it's just an object, but I cannot
Creating a drop down of sections depending on a previous sections amount of numbers selected.
Hi, I am looking to create a drop down defendant on the amount selected in Zoho CRM. So, in the section 'amount of items' I select #2, then 2 sections show, 1 for each item to be filled out individually. If I select #10 items, then 10 sections show and
Importing Contacts - Company Name
I'm trying to upload an Excel file to import contacts, and I have all the fields mapped except for Company Name. I don't see a Zoho field for Company Name - does one not exist? Am I looking in the wrong place? I would think this would be a standard field.
Introducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,
Modify Layout of Accounts module - clone Attachments segment
We would like to have several types / groups of Attachments for our Accounts. How can I clone / modify Attachments in the Related List under Detail View?
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Cannot send chat transcript
Hello, We cannot get SalesIQ to send automatically or mannually a chat transcript. We have tested it with personal emails and looked in the the spam folders. We are able to send emails from Desk and from CRM. We are also not getting any reports such as
Email templates in CRM are now responsive on desktop and mobile devices
Dear All, We're thrilled to announce that the email templates in Zoho CRM now follow responsive design for both desktop and mobile. Responsive design refers to a method in which pages are designed to render well on all devices, whether it's your desktop,
Does Deal name need to be unique?
I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal names
Introduced "Delete configuration" option in Zoho mail Add-on Settings
Dear Customers, We're excited to announce a minor enhancement to the Zoho Mail add-on settings page. We're pleased to introduce the "Delete configuration" option for admin users within this screen. This option is specifically available for users with
Zoho CRM no longer finds company name when adding new contact
I have 100+ company names listed under clients in my Zoho CRM account. Since recently, Zoho no longer finds the company names for existing clients when adding a new contact in the CRM system. Instead I can add the same client name for a second time, creating
feedback from client using call to action button in Email template
Hi everyone, I want to create an email template that contains a button, and this button when clicked will notify me back. can anyone tell me the way to do this. thank you in advance
Setting a Blueprint transition via Deluge and Transition Ownership problem.
I'm doing some relatively "advanced functionality" by setting the Blueprint controlling field programmatically. I've got two modules and each one needs to control some of the stages in the other blueprint. The api is lovely and works fine, except that
What is the best way to search contacts associated with specific account types?
In our system we obviously have contacts that are associated with Accounts of different types. For us, Accounts can be Customers, Potentials, or Lost Customers. What we would like to be able to do is search for a list of contacts who are associated with
How do we integrate Zoho Forms in Zoho CRM
How do we integrate Zoho Forms in Zoho CRM?
Bulk change- closing tasks
I need to do a bulk change closing all tasks that have a particular status. I've looked at Macros and Bulk transfers and can't see how to do this.
Is it just me or has their customer support dropped off?
We have used zoho for years. Used to be you could get on the help chat during USA business hours and get a helpful person. The last few times i have had a help person on chat, they didn't seem as knowledgeable. I tried to get on chat a couple of days
I want to copy the Adress Data in one form (Leads) from one field to another field if the billing address is the shipping address
Hi, I try to create an automatic function, that copies the information of the (billing) address fields (street, post code, city, land..) in the equal fields of the shipping address, if the created checkbox billing address is shipping address ist marked
Use ZohoDocumentSign fields in email template/workflow
I am sending out a quote and one of the items they choose in the quote is their payment term(Monthly,Quarterly, Yearly). Once this is signed we send an email via Workflow Rules for some people to do manual tasks. I would like to include this field, "Term",
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, and
multiple fees type
Is it possible to get different type of fees for a single company (for instance the HR team with "Professionnel" accounts and one Admin with a "Entreprise" account) ?
Complex field availability
I use a picklist to manage the "stage" in a custom module. I need to constrain the list of available selections based on the current selection. Example: Pick list is A, B, C, D, E, F, G If current value is A, then only show B and C. If current value is
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Authentication - MFA Zoho Applications
I have the following issue: Let's say several person use the same Zoho CRM account. is it possible to set up a MFA for each person for a single account ? I am afraid that once one person log in to ZOHO CRM with the MFA, the other ones cannot.
how we can make it so that when we create a new Sales Order, the entire list of products with the default quantity is automatically added to it?
Hey, everybody! We are about to work on a large trade show. Our task is to speed up the process of editing Sales Orders as much as possible. Can you tell me how we can make it so that when we create a new Sales Order, the entire list of products with
where to look for the OAuth token if I have a desktop application?
Hi all. I am new to Zoho and would appreciate any help. I want to import order table from my python script. I have registered the desktop application in the console and got Client ID and Client Secret. Now I need to get the OAuth token. However, I don't
User not receiving notification when tagged in a CRM note
I have a user that is not receiving email when tagged in a CRM note. Where do I configure this notification?
Workflow rule for anniversaries do not trigger
We want to send our clients and automatic birthday email each year and have the rule to trigger "Yearly" based on our clients "Date of Birth" so the way I understand it, is that this should trigger each year on the correct day and month since the information
Department breakdown by company
Hello Zoho community! Is there a way to show an horizontal hierarchy with deparments within one account? Right now I only found a way to show vertical relations within Accounts and Parent Accounts. Should we create an Account per Department? ie: Parent
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