New task button in Zoho CRM Canvas
According to the Canvas FAQ: By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately
Creating several contacts and associating with an account when converting a lead
Is there some way to still tie in to the Convert Lead button in the CRM UI? It seems once the Lead is converted that I can no longer access the secondary contacts information that only lives there and putting that on the account or the other contact to
Zoho charges for storage that cannot be cleared, simply a Scam
Storage keeps increasing in your CRM with no possible way of cleaning it. I had a chat with support today and this was their answer "We are sorry for that, as we have mentioned the user might have attached attachment to any record or he might have files
Non-Profit Needing Help Sharing Data
We are a small non-profit and don't have a budget (or need) for multiple users or portals or paying developers for customization. I am the only user, but I want to share a subset of the data with one other person. I've created a report and I'd like them
Automated Workflow Emails to Meeting Participants
I have a custom template for my email reminders for Meetings. I do not use the default template. I am trying to set up an automated workflow to send out my custom email template to Meeting Participants, but when I choose "Instant Actions/Email Notification/Create
How do I get a Workflow to trigger entry into a Blueprint?
I'm trying to get a Lead to enter a Blueprint when they change Status. If I change the status manually then the Lead correctly enters the Blueprint, but when the status is changed via a Workflow the lead doesnt enter the Blueprint, but the Status is correctly
Linking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,
Unable to sync Account Owner between Zoho Desk and CRM
Hi there, We use Zoho Desk and Zoho CRM as our two primary business systems. Within CRM, each account is assigned an Account Manager for day to day queries, and we use the 'Account Owner' field in CRM to achieve this. We receive a significant number of
Function for copying field
Hi, I have a field called 'Book Reference', I want to copy it to a field called Book Reference Copied. It is within a module named 'Bookings'. How do I do this please?
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
email auto-response when scanning a business card from the phone app
Hello all, How to create an email auto-response when scanning a business card from the phone app that uploads to the "Lead" in CRM?
Vendors not part of the free version?
Hi there, I thought I had signed up for the free version and had imported my vendors. Now that my "free trial" I din't know I was using is over, that tab is missing. Can I get it back?
Contacts creation date/time
Where do I find the date/time of the creation of contacts. I want to monitor the growth of new contacts (users) by week and month.
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
How to setup BCC Dropbox BCC for MacOS Outlook
Hi, Can someone advise how to setup auto BCC in MacOS outlook, as I need to set auto BCC the BCC Dropbox email address to integrate the email to CRM.
Adding attachments to meeting requests in Zoho CRM
Is there any way to attach documents to meetings created through Zoho CRM before you send it to participants? I want to attach an agenda, a more detailed overview of the meeting, pre-reads but can't seem to attach to the meeting invite itself.
Formula with date field
I need to create a custom field that displays a number based on a field date (minus) today's date. I.E. if tomorrow is "field date" (minus) today's date the custom field would return 1. Thanks for any help.
Mass email secondary Email?
Is it possible to mass email "secondary email"? I would use this to send a "mass SMS campaign" as i have set up SMS through my emails. Moderation Update: Development on this feature is still in progress, and I request you all to follow the below forum
Report - Days in Stage
I am trying to build a 'Potential's' report that would show the number of days spent at each Stage. Other CRM's have 'history' fields that enable you to report on this but I am not seeing anything like this in Zoho. Any help or suggestions would be greatly
Zoho CRM Skype for business integration
We use skype for business company-wide. I went through the forum up and down and this is a highly requested feature it seems. If I use the provided "solution" (disabling phone-bridge) it simply opens the windows pre-installed skype and not the skype for business client. Is there ever going to be a real integration with skype for business (or lync) or am I just missing something? Telling me there are alternative phone services isn't really helping. Skype for business is here to stay and I won't be
CRM-Finance Sync Deleting Billing/Shipping Phone Numbers
(cross-post from Zoho Books forum) My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills
Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
Portal - Don't show specific module on tab (even tho there is read access to that module)
Hi, Portal users see all the modules on the tab (top of screen - left to right). I do NOT want my portal users to see a specific module on the tab (but they must have read access to this module). It is possible to control what appears on the top of the
Search Purchase order by product
in account name, u can see related products , but sometimes it's necessary to search the other way ard, except to go report always, is there a faster way doing so.?
Is it possible to visually differentiate an account or contact based on a status field?
So sometimes an account calls in, and we when we look them up we may have notes in there that are critical read before talking to them. For example say "UNPAID INVOICE". Sometimes it be overlooked and then we just support them as usual. Or Key Accounts
Deleting column in Kanban view
Hello, I am wanting to delete an excess column from a Kanban view. How do I do it?
How do I associate meeting notes to multiple Contacts?
This seems like CRM-101, but all my searching has come up empty. I see posts from a decade ago asking for this common and necessary feature; however, I have yet to find the answer in the affirmative. How does one easily create meeting notes for a meeting
Daily Task Reminders
Hello Good Morning, I have workflow rules setup that when a deal moves to a certain part of the pipeline, tasks get sent out to the team. However, some of our team members need constant reminders to complete their tasks. I would like to have daily task
how to deal with a non-linear Sales Pipeline
we have various stages in our sales process, however some of the stages are non linear, in other words the order in which they are done does not matter. I'm wondering if anyone has any suggestions for tracking them, and making sure all per-requisite steps
Workflow does not trigger via API
Created a workflow triggered when a lead is created or edited with an Instant Action to call a Webhook. The workflow is triggered and works when a lead is manually created or edited in Zoho CRM but does not trigger when a lead is created via API. Is it possible to trigger a workflow when a lead is created via API? If it is possible, can you advise how this can be configured?
Kanban Deals View, can i hide certain stages?
For example when i'm looking at All Open Deals, i don't need to see an empty columns for closed deals taking up screen real estate.
Is it possibly to edit the meeting invite email template?
Hi there, I'm really struggling to find where to edit the meeting invite template. I find that the one that is sent is very basic and doesn't provide enough information to our customers. However, I do like the ability to be able to accept or decline directly
Allowing Multiple Contacts
I have Portals set up and want to run between different companies. However, I have noticed that different portal users cannot add the same contact details. I need the portal users to be able to add the same contact if needed without each other knowing
Canvas / Portals buttons and Related Fields not working
Im making a portal using a canvas and none of the button work except for the Edit button. They work fine in the main screen but don't even show on the Portal view. I have some custom Related Fields that are not allowing documents to be uploaded in Canvas/Portals
Emailing Contacts within Accounts with Certain Products
Hello. I need to send a price increase email out to some of my CRM contacts. But the criteria needs to be Contacts in Accounts that use Product X. Our products are in a drop down list in the Accounts object. How would I go about filtering these contacts
Accounts with multiple locations possible?
Is it possible to create accounts with multiple locations? We have several companies with a headquarter and franchise shops. In the ideal situation we don't want to create separate accounts for these shops, but have them listed under the headquarter accounts.
I don't see my colleagues accounts, contacts and potential
Hello! We have started to use ZOHO with my team and would like to find out if it's something we want to use in the future. We are still on free licence and we have the problem that I don't see my colleagues accounts, contacts and potential. So I see just
Get record related image
Hi, May I ask how how to get/download record customer field image by using API? (not record image) I can't find such API in API doc
Multiple email addresses per contact
Hello, Currently it is only possible to save two email addresses per contact, primary and secondary. But... - Now a days people tend to change their jobs quite often = new email address - People get divorced = new email address in case they had a shared
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