Create Create Activities - Tasks
I have seen all the documentation re; customizing quick create menu on deals. Can that be done on Tasks? My users get really annoyed by having to click, 'more fields.'
Create folders automatically in Zoho Workdrive based on Module action
Hello, I know this is kind of a stretch, but is there any way to create a folder structure automatically when a Deal reaches a certain stage? Thank you!
Work Order Management
I am looking for an all inclusive work order management system. I need something that can track work orders, return statistics, handle inventory management, track employee and contractor performance, etc... We also receive grades on several different
How can I conditionally display a checkbox in a blueprint?
Hi, I have a blueprint with a drop down field for next steps. On one branch of this, there is a checkbox that displays further fields. Currently, I can make fields display conditionally by using a layout rule with 'Make field mandatory' (How I've done
How to setup quick action in related list field
Hi ， I can see various action options in my canvas Quotes related list field. But it is not in Purchase Order related list field. May I know how to activate them? Thank you. Kava
Scanning business cards
Hi all, I go to exhibitions and Id like to be able to scan business cards and create Leads from them. I think I can do that with https://www.zoho.com/crm/card-scanner.html . Id also like to be able to take photos of exhibitors products and attach those
What ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared.
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
set the sort order for any view
Need to be able to determine the sort order of any view you create. Need to be able to set the 1st sort, 2nd sort, etc. i know you can do that now clicking a column, but want the sort to be automatic when you use that view.
Trigger Workflow when Item is Assigned to a Related List
Hello, My specific case is that I have a custom module called Assets. They are physical products with serial numbers. We assign an Asset (serial number) to a Sales Order so the fulfillment team knows which serial number to ship. Assets are a related list
CRM - Email templates: custom html in default editor
Hi @all the default editor for email templates is very useful! You can place elements by drag-and-drop, the usage is intuitive. But here you can't change the source code... very sad. To get to the HTML code / to be able to edit it, you have to delete
Feature Request: Add Task Description to the Email Notification
By The Grace of G-D. Hi, How are you? Can you please add this Feature Request? When you get and email notification for a task assigned to you or when it is due, Having Only the Task Title in the email is far from enough. Especially when you have many
Inventory Template Category setup
Hi , I saw inventory template category is an option, just would like to know how can we maintain it?
IMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor pretty
De-duplicate option in a Custom Module
I wish to have the de-duplicate option in a custom module. Though de-duplicate can be seen in other modules like Leads and Contacts, the option does not exist for Custom Modules. Moderation Update: The Find and Merge duplicates, and Deduplication feature
Zoho CRM Campaigns
Hi There, We are using the Campaigns module within Zoho CRM and although it is running correctly and we have created opportunities and closed opportunities that are linked to the campaign the revenue and pipeline still show as zero. Thanks Dale - Screenshot
Zoho CRM Profile Permissions at Layout Level
Is it possible to control profile permissions of view/edit/create at the layout level? For example, if I have two deals layouts, can one profile have full permissions on layout 1 and view only permissions on Layout 2? As far as I can see, I can only control
Linking notes between modules
Hey guys I need that every note on Accounts should be on the Deal with the same id_ideris at Zoho CRM. Is it possible? Which way is the best?
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
Create a button to populate a form that updates fields in CRM
We have a module called "Booking" which I can create a button on the records view of this module. I'd like to have this button present a mini-form, which replicates specific fields from the Records View, and have the fields that display be dependent on
Reasons For Loss - Different by Sales Pipeline
We have 4 different sales pipelines, the reason for loss is different for each pipeline. Can show only specific type of reasons for loss by sales pipeline?
Send email directly from a task
Hi all, I am hoping there is a way to include the email module, or even a button, to send an email directly from a task. Currently, tasks are 'related to' accounts and also includes a lookup for the contact. The workflow is currently. 1. Click into the
Dashboards
I've created a couple of dashboards, but with the latest update I guess there gone? Anyone more that has the same experience?
Organize Dashboards into Folders
When we create reports, we can save reports to specific folders which keeps things really organized. However, from what I can tell, this same functionality does not exists with Dashboards. We have many Dashboards (not just components/widgets). Currently
About Backup
Hello good afternoon, I have been receiving notifications about backups that are generated in our CRM for quite some time, the question I have is: 1) How can I test those backups? 2) In the event of a disaster, what corrective actions should we take with
Formula in CRM
I am not sure about IF We need following A Filed--- THIS B filed --- IS or Blank C Filed--- IT D field is like A+B+ C to show but be fore each filed add "$" if B filed is "is" D filed show $THIS$is$it like this . but if B filed is Blank . i can do only
How can I change default field names like Zip code or State?
I am setting up my CRM for a Canadian based company and would like to change the default field names of State Zip Code I cannot seem to find where I can change the default names? Can someone help me out? Thanks.
Contact First Name in Potentials Email Templates
Is there any way we can use Contact First Name in a Potentials email template? Right now it is just full name, which doesn't make sense to use - "Hello Jane Doe". It would be ok to correct if that actual text showed to be corrected, but just the merge field shows. Am I missing a shortcut to do this? If not, could it be added to the collection? MP
How to get record owner name using Zoho CRM COQL ?
I am trying to use search API and I can see the name is nested inside Owner object in JSON response like this but now, I want to use COQL and I want to get record Owner id, Owner email and Owner name { "select_query" : "SELECT Owner.id, Owner.email FROM
ZOHO CRM SEE FIELD IN VIEW LIST FROM ANOTHER MODULE
Hi, I am trying to get a value of a field from Moudle B to Moudle A (see in photos attached) I want the value to only be seen in a spesific viewing list, is there an option for it without transfering/copy the field it self to another moudle?
how to view emails with attachments in CRM
Hi CRM Community, I would like to know if there is a way to add to the email view in a contact record, if an email has an attachment. see the image below. whilst it is great that you can see the subject and thread, but sometimes its nice to be able to
how to get converted leads data list using API ?
in leads module, I can see the converted leads using Custom view like this, can I get the same list using Restful API? I assume I should use the search record API, but I don't know what field/flag should I use to get those data? https://www.zohoapis.com/crm/v4/Leads/search?criteria=((xxxx:equals:xxxxx))
Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
new calendar update causes duplicate invitations and reminders to be sent out when syncing with Google calendar
We found a huge bug with the calendar update and now (based on what Zoho support told me) we basically have to stop using the integration. We have always had our Google Calendars and Zoho calendars sync'd (we create events in Google Apps) so we could
Unable To Map Company Name
I have reached out to Zoho Support a couple of times since 9 Sep 2022, and still have not been giving much information on how I can map my data correctly. Most of the time they link me to a help article that I have already read and does not explain how
Custom Button
Can anyone help I want to create a custom button in the accounts module this needs to do two things 1. Send a webhook so a WhatsApp message 2. Send an email Can anyone help?
what is the difference between last activity time and modified time in deal record?
I am trying to modify the appearance of my kanban view in deal module. but I find dimension, modified time and last activity time, may I know what the differences between these two are?
Lead do not Assign when user on leave
There is two option for lead assignment in Roun Robin Case: Online status or shift in CRM Online- Users should be login into CRM. if they close then it not assign them. shift- after non-shifting/nonworking hr lead does not assign. what we need. when users
how to use the same email
our case is to send leads and we only need mobile number but emails are mandatory to be filled through integration how to send leads to Zoho with the same email and everytime it create new records not replaced the old one
Flexible assignment of email to Deal?
I am using Zoho plugin for Microsoft Outlook and I assign email to be sent to Zoho using the plugin ribbon button labeld "Add Email" (because I don't want all my email going to zoho through office365 integration). 1) I have certain contacts that will
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