How to add further levels of product category in Zoho CRM?
In Zoho CRM I have choice of product category. Eg. Software, Hardware, Services. I know I can add more categories. But I would like to add child and grand child categories under each. Eg. Hardware > End user device > Laptop Or Hardware > Server >
Image won't import in mail merge templates
I want to setup a dynamic brochure for printing that contains certain merge fields within the Potentials module of Zoho CRM, using Zoho Writer to generate the brochure. I do this as follows; Select Print Preview in the Potential page Choose a Template
Mail merge data from custom module(s)?
Hi, I've created a custom module in Zoho CRM because my business deals with several types of contacts and the information needed for each category is very different, but one of the things I need to be able to do with each of these modules is mail merge
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Deal Close Date Counter
I have a request from our sales leader to add a field to Deals that would count the # of times a Deal's Closing Date is pushed out, but not count it if the Date is move up. Any thoughts?
Wizard support extended for portals
Dear All, We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards! Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients,
Kanban potentials view
Hi Trying to use the kanban layout on the potentials screen. Firstly it is excellent that ZOHO have implemented this type of view. Although it could be so much better with more columns and smaller cards. However, I can only see four columns and they are
Zoho CRM to Books integration sync fails
Hi all, Our CRM syncs with Books. I have some functions in my CRM which relies on the sync being active. Last week my functions didnt trigger. It turns out - after much investigation - that it was because the sync had failed and wasnt active! I was very
The module name already exists, but it doesn't actually exist.
I try to add a new module with the name 'Hotels'. It does not allow me to add the module. It says: This module name already exists. Please enter a different name. So, I go into the Modules list and I search 'Hotels'. A module with the name Hotels does
Zoho CRM add-in for Outlook WITHOUT Office 365
Hi, Is it possible to use the Zoho CRM add-in for Outlook WITHOUT having an Office 365 account ? I try to install the add-in from my Zoho CRM account but it redirects me to Office 365 account that I don't have Thank you Cristina
Duplicate Leads in 2 Module
Hi All, I have an issue. We use 2 different modules, Cold Lead & prospect Leads. The challenge is that if a lead is already exist in Prospect Lead Module, a user can create another lead with the same details in cold lead module, which itself will be a
Introducing Strategy Influencer for Forecasts in Zoho CRM
[Update | 21 Aug 2024] Strategy Influencer in Forecasts is now available for 10+ user accounts in Enterprise and Ultimate editions. Previously, it was restricted to orgs with 20+ user accounts in Enterprise and Ultimate editions. Hello all, We had earlier
Exciting enhancements to Motivator for Zoho CRM
Dear customers, Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability
pre-defined field customization
I need to use a filter to show the Lead Owner field's values, but CRM isn't letting me do so at the moment. need to filter out lead owner values based on roles. how can I remove the Lead Owner field from my layout?
Form to request further data from Leads/Contacts
Afternoon All, We use a contact form on our website to gather basic contact details from leads, however once they are converted in to contacts we usually need to gather some more background information like full postal address, company name if appropriate,
Funnel Analytics
I want a funnel from "Potential - Qualification" to "Invoice Paid", and show conversion from one stage to the next. Is this correct, or do I need filters for the other three stages? When I use this configuration, I see an improbable 100% conversion from
Sales Trend Dashboard
We use a heavily-customized Deals module. The default Sales Trend dashboard give by Zoho shows the two graphs below. Ours remain unpopulated presumably because we have overlooked using one or more of the Deal-level fields which create this report. What
Old lead data after being converted
Hi, I was wondering what happens to the old data when you convert a lead to a different module that isn't mapped? Is it still there somewhere? Thanks.
is there any limit on creating new rule entry on assignment rule?
Hi, in assignment rule, we can create a new rule entry like this my question is, is there any limit on how much new rule entry I can make? can I make up to 50?
Zoho User Group (ZUG) In-person meetups - India
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Lynk/Synch Zoho CRM TICKETS with Zoho Desk CASES ?
Hi I started a new CRM portal in which I gave permission to users to create and edit their CASES. I also operate Zoho Desk for customer support. All this through Zoho ONE btw I activated the Zoho CRM contact synch from the Marketplace Shouldn't the cases
what is the scope that can give access to all API?
when trying to make a new self client, we need to add scopes like this we often make a mistake since we forget to add a scope. is there any scope that can cover all? because we use zoho CRM for ourself, we are trying to connect Zoho CRM to our own application.
Edit a found set of records in CRM
Hi I imported a large group of contacts to my CRM Leads. But in my personal address book the country is written as UAE. But in CRM the dropdown for country is United Arab Emirates. I can search for the UAE records. But I'm looking for a way to bulk change
Quote/Quoted Products Function Issue
Hi, I have products on the CRM with a picklist field called Status that is set to Published, Draft or Pending Review. Products are added to quotes naturally with the subform Quoted_Items. I want to update a picklist field on the quotes module (called
CRM Canvas Tab Container - Tab Visibility based on User Role/Profile
In CRM Canvas I want to be able to hide a specific tab in the Tab Container based on the Role/Profile of the user. Ex: Administrator vs Standard user. Is this possible to do instead of making a separate Canvas per Role/Profile?
Email through CRM
I am receiving the following error when trying to email through Zoho CRM. Any help would be appreciated. Thanks
can I get converted and uncoverted leads record using one API?
Hi, In reports module, I can get converted and uncoverted leads record using filter like this can I get the same results using one Zoho CRM API / endpoint?
Inclusion of Email Information in Automatic Workflow-Generated Tasks
Hi, Currently, I have set up a workflow in our Zoho CRM account to automatically create tasks whenever an email is received. This workflow is functioning as expected and successfully generates tasks for each incoming email. However, I have encountered
Can't create new account from quick contact create card
Hello, In the deals module for example, when we want to assign a brand new contact via the lookup field, there is an option for "Create new". However, as our Account Name in the Contact module (which is a lookup field, obviously) is mandatory and in the
Zoho a New User Screen / Layout as per the Role
Hello everyone, I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is
Dependent Lookup Fields
Can Zoho CRM lookup fields include only records with a related record? For instance, if I have a Deal with Company A and want to assign a Contact to that Deal it shows me all contacts, not just the ones in the related record Company A. I forget the term
Lookup filter
Hello, We have a Contracts module (A, B, C, D) and a Products module with Contracts lookup field. So let's say products are A1, A2, A3, B4, B5, B6, etc. Now, there is a third module with both Contracts and Products lookup fields. What we want to do is
Canvas need to show one filed from Sub form
We need to show sub form in Canvas screen but now all filed was show, We only one filed inside sub form. Do you have any idea? Can we make some function and add Base module and show?
CRM: Problem with cloning meetings
If a meeting is cloned in CRM, once the date is changed, the end time is reset to being 1 hour after the start time. It's easy not to spot this error. Please could the bug be fixed, so that the time isn't reset when the date of the new event is chan
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
Currency fields missing formatting while editing
When viewing a currency field, it is displayed correctly: However, no formatting is shown when editing the field and entering a value. This results in potential data quality issues and a poor user experience where users can't easily see the value they
Close Deals based on Account Customer Stage
Is it possible to put in place code that would automatically close Deals based upon an Account Customer Stage field.
Formula on Products not available in Quote Module
I have a formula for Margin on my Products Details (Price minus Cost). I want this formula field to be added to the pricing subform within the quotes module. However, when I pull up the "Fields of Lookup Module" when I select "Add Field" it is not an
Leads Won Report
I feel like I'm missing something VERY basic. We can track deals won in reporting, that's great. For us, Leads are converted to Deals - we'd like to build a report that shows "Leads Won" (different from "Deals Won"). It doesn't seem like Zoho CRM reporting
Associate Lead with another lead
Hi, We are in travel (B2C) and our setup is a bit different that generic companies using zoho. We currently don't use the accounts module because we work with individual customers (who often change the group of people they travel with (family/friends)).
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