A way to view the sales of leads conversion that were successful
Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the leadCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementMenu Bar
Hi, Please guide how to change menu bar from vertical to horizontalAdd Serial Number Zoho CRM Subform
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful.Is there an equivalent to the radius search in RECRUIT available in the CRM
We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUITIssues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,Which WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:How to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRMImporting into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,How to design a big system diagram?
Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,Lead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedFor Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. ItHow do I visibly display the Contact Unique ID on the Contact page?
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the UniqueMulti-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?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 occurringMeeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. ThanksBUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the followingEmail > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connectionCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesCustom module in Portals won't edit
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereConvert Leads to Deals in Portals?
Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM emailField value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I onlyDefault view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differentlyYET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settingsTranslation in Zoho CRM now supports various regional languages
Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, eachAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanLast Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both andLaunching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since FebruaryIs there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certainClient Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerCRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problemHousing Leads and Existing Customers
We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we wouldAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatSolution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yetNext Page
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New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newAuto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
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Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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