CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
API Access to Timeline
It would be great to have a GET api endpoint for the CRM timeline. My company uses a data warehouse to store and transform data for reporting. We need to be able to report our data for a filtered snapshots of time, but with the current API endpoints,
"Next action" section in Lead page
Hello, In Lead page under details sections there is automatic section named Next action. There are shown only planned tasks with the Lead, May I show there also scheduled calls, instead checking Open activities or checking in Calls tab? The same question
Lead source is added randomly "Social Media"
Hello, I have been facing this issue that I am seeing some random leads which are added by webform attached on website and there is no SalesIQ history attached to it. The source for webform is hidden and selected as "website visit" but it is not reflecting
how to get transition_id to update Deal Stage in Blueprint API in Zoho CRM?
Hi, I want to update the deal stage to 'Won' in Zoho CRM after a customer perform an action in our own mobile application. so we have to update the Deal Stage through Restful API. We are using Blueprint to update the deal stage, I believe I have to use
Change PDF prefix in Zoho CRM?
Hello, We are using Zoho Books for sending quotes, order confirmations, and purchase orders. Since Zoho (CRM and Books) doesn't have the feature for RFQ's, we are using the Purchase module in CRM for this. Whenever we create an RFQ and send this to our
Zoho campaigns data in Zoho CRM
Hello Everyone! I am currently facing an issue regarding data from ZOHO campaigns in ZOHO CRM. So the problem I am trying to solve is that I have ZOHO CRM and it is integrated (SYNCED) WITH ZOHO campaigns. I want the fields in ZOHO CRM related to campaigns
Dashboard
Hi, I would like to add as a component a table/chart that shows all deals categorized by deal owner. I would like to be able to see in the dashboard a count of how many deals per Deal owner/user we have. Is this possible? Thanks, Cristina
Segmentation recency - doesn't work?
Hi all! I have created a segmentaiton using Zoho's own segmentation feature. However it seems it doesn't work correctly. In the recency field I have used a booking date for my customers. All my customers have the booking date filled - but the segmentation
Import leads for two departments and assign to different user profiles (Zoho One CRM)
I am looking to import leads data for two departments (from .csv) and then assign them to appropriate users. How can I achieve this efficiently? Leads data for both the departments have some variations in data fields. Both deparpments are business units
It says "Your Professional Trial expires in 15 days" but I wanted a free account
At the top of the CRM app it says "Your Professional Trial expires in 15 days" right after I signed up. I wanted to sign up for a free account, not a professional trial. I'm currently trying to evaluate the Free version but that's difficult to do when it's giving me a Professional trial. Is there any way to turn off the Professional Trial?
using contacts-only in deals? or better also use accounts in the whole setup?
Hello, I use zoho to manage room bookings for short term rentals. So the customers are mainly private customers. but it can also be that a company books for one of their employees. Now I want to use the deals module for the room bookings. but there an
Drag & drop for record sorting
In Zoho CRM (and Recruit) there is no easy way to order the record in the list. I'd welcome having drag & drop sorting; examples I'd like to do: - rearrange job opening records in Zoho Recruit Job Openings records - rearrange contact records in Zoho CRM
Customize Home View by Group?
I'm trying to customize the view that shows on various team's home tab, but it seems I can only designate this by role. We use Groups in CRM to designate different teams in the organization. Is it possible to create customized home tabs for each group
Announcing product bundle training for partners: BI apps
Hello partners! We're excited to convey that the launch of the first product bundle training on Sales apps was quite successful, spanning across regions. We extend our sincere thanks to all of our partners. The bundle training series will continue, and
Emails not synching with deals
Hi there, I have had this problem for a few months now and despite multiple remote sessions/calls/email with zoho support it has not been resolved, I'm really hoping someone can help me out. All of our emails sent/received to contacts are not automatically
How to see list of upcoming Reminders (for Tasks)
Is there a way to view a list of upcoming Reminders (for tasks)? Perhaps either 1) all upcoming reminders, or 2) upcoming reminders on/between certain date(s).
Why is my Create Time field not able to be accessed in Contacts
I am trying to condense the Created Time in Zoho to only be the date, however, whenever I go to modules and contacts, and try to create a datepart formula it gives the following error: We couldn't find one of the CRM fields in your link. Look at the field
Can't access leads
I'm the only admin and user and I can't access leads. What do I do? Thanks!
need a way to add existing contacts to account
There doesn't appear to be a way to add existing contact info to account contacts requiring us to re enter and duplicating information. Quick use case of why this is an important feature: make a contact with X not knowing 'value' realize later contact
Function for MASS merge of duplicates.
I have database of thousands of records, there have been some errors in multiple previous uploads resulting in mass duplication of hundreds of records. I understand you can find duplicate records by going through each record one at a time, but this will take me far too long. Is there a way instead to find all duplications at once according to for example email address, and merge the duplicate records into one record for each email address? Anybody know if this is possible? Best Scott
How to associate leads with a Vendor or Contact by State
We utilize an external sales force that operate on commission. Each sales rep has their own territory. They do not have a Zoho CRM account. Right now I created Vendors for my sales rep companies and list the Sales Reps as contacts for them. I would like to find the best way to associate leads/contacts with a sales rep. I'm not sure if a related list or pick list will work best. 1. I would like sales reps to be able to submit leads using a web form and have a way to automatically or easily associate
can I add date/time calculation and data aggregation on report?
Hi, I need to make a report like this it is a report to monitor how much time it takes for our sales representatives to follow up by chat or call after they are given a lead. we create two Date/Time fields called 'Start Time - Sales Qualified Lead' and
Using subform field as merge field in an email template
When creating an email template, I can easily incorporate fields from a module (like Leads) using merge fields. But fields within subforms in those modules are not available. How can I merge data from a sub form field into an email template?
zoho desk and zoho crm integration
When i create a task in Zoho Crm then a ticket is created in Zoho desk.How to do this,What is the deluge script for the same
Introducing an additional placement for Custom Buttons (List View - Utility menu)
Hello everyone, We will introduce an additional placement for the custom buttons called the utility menu aside from the following locations: Create/Clone Edit View page List View - Button for each record List view page Related List The new location called the List view - Utility Menu allows you to access the button from the module's list view. The button will be placed in the top panel before the More icon in the list view. This option will be available for everyone by the end of this week.
Automatically set Deal Image
Hello, we need to set the deal image automatically and there is no possibility for this in the API (for whatever reason). We want to take the first image of an image upload field and set it as the deal image. Is there a workaround for this? Thanks in
Customer gets called two times when clicking on the phone icon in Zoho CRM
We have seen that when a user clicks on the phone icon the phone number get called two times, when the phone call gets answered two time we're on the phone with two people from the customer. How can we fix this?
Zoho CRM Email Notifications
Hello, I have created an email template in Zoho CRM which contain buttons to various dashboards and spreadsheets. I want to schedule this to be sent out every Friday however I can currently only do this by setting up a workflow to trigger the email based
Lock a field based on another field
I have a couple of fields that I want to lock for all users except admins based on field value so locking the field for admin-only is not an option. For example: Field Account Stage can be edited by anyone until it goes into 'Customer'...at this point,
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