The New Preconfigured Reports "Top 10" Templates by Click/Open Rate
Hi! I'm sure the team meant well when reconfiguring the new Reports module. The new "Top 10 Templates" for Click and Open Rates: Doesn't limit the results to 10 Doesn't rank them whatsoever The old Top 10 Template used to not only limit it 10 (regardlessCan you create a deal with multiple vendors with individual amounts that automatically populate their own pipeline?
If I create a deal in CRM, instead of putting $100,000 total, I have Vendor 1 - $45,000 Vendor 2 - $35,000 Vendor 3 - $20,000 All on the single boards in stages on my main pipeline and then I have 3 other pipelines that are Vendor 1 Vendor 2 and VendorZoho CRM / Books Intergration missing
Hi, I'm trying to integrate Zoho CRM with Zoho Books but when I follow the tutorial and go to Setup -> App & Add-Ons -> Zoho Apps there is no option for Zoho Books. Do I need to subscribe to Zoho Books Enterprise for that option to be available?Custom fields not displaying
Hi I have created some custom fields in the lead section. They display correctly in the Leads: Edit Page Layout Section. Once saved, they do not appear in the Lead view. Is there a setting that I should be clicking on to make this "live"? I am signedLinking of connected Leads and Contacts
We want to use Zoho One to be able to target our marketing campaign at "related leads" which is triggered by successful sales, to grow organically, very quickly. Is the tags feature the best way to do this? We would use a successful deal / customer'sZoho CRM will not accept data in radio buttons
Radio buttons are used constantly in web interest forms. Checkboxes are NOT the same as they allow multiple choices, not a single one. Forms at have conditional logic all use radio buttons to send the person to the correct next set of questions to drillLead flow- I do not want leads/opportunities to require an account, accounts are for customers
Hi, I have a question regarding lead flow. I would like to have leads created when a form comes in (easy enough), or manually enter them when someone calls in (easy enough) Once there is an initial phone call, and the lead is qualified, and we see anAssign multiple vendors to the same product
Guys, My business often purchase the same product from several vendors (based on price and availability). Is it possible to assign more than one vendor to the same product? I saw this same question in this forum, from some time ago. Is this feature available or, at least, in Zoho's roadmap? If not, is there any trick to solve my problem? Without this feature, I simply cannot manage my company's inventory, limiting very much the use of Zoho CRM. Waiting for your reply. Leonardo Kuba Sao Paulo / BrazilTrack Contact's Account Changes in CRM
Is there a way we can track the history of a contacts links to various accounts? As financial advisers we deal with both business and individuals...some of those individuals work at the business's we also support...when they leave we need to unlink themHidden Modules Limit
Hello all, I am reaching a limit of creating subforms that I am not clear about. I know that the limit in Zoho One is 2 forms per module. However I am trying to create a form and I get the following - "You cannot create a new subform as you have reachedCreating a report that tracks marketing leads sent to sales
Hi, I'm rather new to Zoho CRM and hoping the community can help me out with a (relatively simple?) report I'd like to setup. Our Marketing team would like to track all leads that have come through to them and passed on to our sales force. Right now all marketing leads are created under one user and once a dialogue has been established, the lead is passed on to a sales person. The lead owner is then changed from marketing to the specific sales person. Not a very complicated process. Is thereZoho Booking integration with Zoho CRM - Custom fields
Hello, I've created a Webinar event in Zoho Bookings. In the registration form, I've added some custom fields i.e. address, zip code etc. I've integrated Zoho Bookings with CRM and the integration works. New potential customers after registering forNew in email relays: secure and easy integration with OAuth login
Dear all, We're pleased to inform you that email relays in Zoho CRM now have O-auth login support. This addition will streamline the setup process for email relay and improve its security. Here is a quick look at the enhancements: O-auth login for supportedKaizen #110 Record Locking APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In the previous Kaizen post, we discussed Record Locking Configuration APIs. In this post, we will discuss Record Locking APIs in Zoho CRM. Record locking refers to the restrictions applied to a record to prevent changesEasy way to create task from contact page?
Is there a way to create a task or a reminder from the contact overview page or do I have to specifically go to the task tab and add the contact along with details of the task?Circuits in Zoho CRM
Hello everyone! We hope you are all doing well. We are back with big updates to Circuits in Zoho CRM. Circuits is now opened to all users in the US, EU, and IN DCs. We have introduced a credits system for circuits and the Pay-as-you-go model to purchaseWould any other Zoho users benefit from filtering by Groups and Roles for workflows and analytics in CRM?
It would be tremendously helpful to filter by Groups and Roles for the Owner field in Zoho CRM analytics and in workflows. Right now you can only select multiple Owners (users), however, if an employee ever joins or leaves the department at hand, manyAre buttons possible in custom related lists?
Hello, We recently discovered the Zoho resource about Custom Related Lists, and Square Labs fantastic article about implementing them. I couldn't find a complete list of display options when establishing a custom related list. For example, in the V2 ExampleCustom Function to Auto Populate text fields from module to module
Hello All, I have two modules. Opportunity and Project Status. I want to create a new project for each new client in project status but, currently we are manually typing all the data instead of pulling it in from the Opportunity module where the existingReports set up - want to remove an unneed module associated with the report
I have a report set up and I would like to remove the Task module from the report since I am not using those fields. How do I do that?Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific forNew features rolled out?
What is the best way to be notified of any new features rolled out? or any early access feature? ThanksFormat for module field in argument mapping - workflow automation
I can't seem to find any documentation on how to format a module field in the argument mapping for a custom function in my Instant Action. I would like to send the lead id to the function. I have tried every possible version that I think of, and thereCalling Functions using REST APIs
Hi, I'm trying to create a new standalone function to integrate my external system and Zoho CRM. I want to use the function as an incoming webhook, I need to create new Lead into Zoho CRM and this approach may be works, but I'm facing an issue when running the function script. I'm following the same steps described in this article: https://www.zoho.com/crm/developer/docs/functions/set-up-functions.html#Function_REST-API The point is: When I run the script, I get the following error: Failed to saveRelated Lookup Fields
Good day guys, Is it possible in Zoho CRM to relate lookup fields? Here is an example for what I mean. I have the following Accounts, which should be related to these Contacts; When creating a new deal, I want only the Contacts related to the chosen AccountCRM Buttons
I want to make a custom button in the CRM. I want the button to take me to that specific customers invoices in zoho books so I can then take a credit card payment (since CRM does not do that). So if I am in Sally Maes contact in CRM I want the customUsing Javascript in Templates
Hello, I would like to use Javascript within the template to perform advanced display control. When I searched for it, it seems that there has been a similar request for 6 years, but are there any plans to add this feature?Reply Emails to customers automatically uploaded to CRM via Outlook
Hello, I'm just wondering if there is such a function. I would like to continue using my Outlook in combination with ZohoOne. If I now reply to a customer via email, this email should be automatically archived in the corresponding customer data record.Someone here developped a way to automate the backup task?
Hi, like many people here, every week I take the crm's backup, download it on my computer (ish... not good for security), upload it somewhere. All good. It's my monday routine. We want to have a daily backup. I don't want to do this daily. I'm thinkingAssociate a contact to a contact
It's easy to understand concept a Contact associates with an Account. But in my business perspective, how can I associate a Contact to another Contact? The use case is: we know 2 contacts are the same person, but due to business requirement, we don'tKaizen #112 - Signals in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Signals in Zoho CRM. What are Signals in Zoho CRM? One of the most important aspects of any business is staying on top of customers' needs and understanding365 Calendar doesn't sync properly with Zoho CRM calendar
Hi, Following the recent update, we assumed that all entries in our 365 calendars would be synced with Zoho, but they're not. We still can't see repeat entries. I thought it might be due to how long ago they were first added, so I added a new one andBest/Cheap Telephony integration in ZohoCRM? (United States)
For customers who have telephony integrated into their ZohoCRM, can you recommend a telephony company to our small 3-person US-based company? Is there a company that ZohoCRM is designed to work best with? One that doesn't cost an arm and a leg to useI have the requirement to have an editable list view. Anyone have any workarounds?
Seems impossible in standard view and Canvas. Not had a chance to see if new client script capabilities on stand list view would allow us to effectively craft editable views? Anyone have any suggestions?Stop Zoho Forms from Updating Zoho CRM if a field is already populated in Zoho CRM
I capture data in Zoho forms and feed it into my CRM through the native integration. However, there are some fields that I would not like to be updated by the Form integration if there is already data in that field in the CRM. Is there a way to make theChanging Columns displayed in the Accounts View
In the main Accounts view where all accounts are displayed. The default columns shown are Account Name Phone Website How do I modify this to add/remove additional columns to this main view. Can I have the main contact persons name also show up in thisCannot access Zoho CRM encountered error
We've encountered an error. Please try again soon or report your issue in the feedback form. I, nor can any users login to Zoho CRM as it crashes with above error immediately. it occured after linking a custom app as a related list to the accounts module.CRM Down?
Not able to login to CRM. Any idea if this is scheduled maintenance? And if it will be back up?Is it possible to trigger a workflow/function if a specific field value changes in Zoho CRM?
Hello, I have a lot of Workflows that will trigger functions. They will run if a new record in one of the modules is created or changed. But I am looking for a way to check if certain field values have changed. I know there is an option to check if theCRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.Next Page
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Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineImportant updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forRebrand 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 elatedAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
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How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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