How to get the Role Hierarchy's detailed information.
We want to get the Role Hierarchy's detailed information to visualize it in the simplest format. But there is no default functionality present in the ZCRM that can provide us with this data. If anyone has implemented this or has suggestions, then please
Product filed not filled automatically once "related to" filed contact is chosen (ZOHO CASES)
Hi, I have contacts which has a single product related to each one of them. Once i'm filling up the "related to" contact name - some fields values are automatically gathered from the contact (phone, email, etc.) - but the product value doesn't. Anyone
Search Contacts by Company Name
I would like to search Contacts List by Company Name rather than contact name.
Zoho CRM - Mail Merge Import Template pdf is not supported
In Zoho Writer there is option to create document over PDF, but in CRM pdf is not supported. Community update (June 2023): The option to import PDF as mail merge template is supported in all the DCs. Thank you.
Streamlining Contact Role Selection? Why is it not setup this way?
It's quite cumbersome to add contacts as contact roles. Here are the steps I currently use: Select "Add Contact Roles" Select "More Contact" Select "Contact Role Lookup" Change the Show Related contacts to Show "All Contacts" Select the name in the List
Automatically add email from SalesInbox to Contact or Deal
We import our email from Outlook to SalesInbox. When an email comes in from someone in our Contacts, is there a way to have it automatically be attached to that Contact? If they are associated with a Deal, can it be automatically attached to that De
Checkbox field display into Canva
Hi, Since last week, we have observed a change in the display of Checkbox fields in Canvas Before, we had a tick but now it is almost invisible. The same field is correctly display in standard view. Does anyone had the same issue?
Zoho CPQ
Hello @Zoho team, I came across a post that Zoho is working on a CPQ module or functionality. are there any news about this?
Updating a contact's timeline via API
Is it possible to update a contact's timeline via the API? For example, if we use a third-party email marketing platform, and a contact opens/clicks a campaign they are sent via that platform, can we update the contact record's timeline to show that they
Parent & Member Accounts in CRM
We work with a few groups that have multiple outlets (all under different names but owned by a head office). I would like my reporting and home tiles to reflect the deals and revenue from the group as a whole and not each subsidiary. Is this something
Can't Add Picklist field to my Record
Whenever I want to change the deafult value "Option 1" of my picklist, it shows me a red bordered field hinting an error, without error message. I don't know what is wrong, since I created XX picklist fields in Zoho CRM with no issues so far.
Font Sizes...
I find the font sizes available in Campaigns a little restrictive. Outlook, for example, has a default font size of 11 points for emails - and yet Zoho Campaign allows only even numbers of font sizes. I can have 10 or 12, but not 11! Can this be fixed?
Google Ads
If we had multiple Zoho accounts, can we link them all to a single Google Ads account?
How to add or design campaign list
Hi, I would like to tag and send emails/newsletters to specific contacts in my Zoho One CRM. I have Prospects (Who used to be Leads) and Contact. I want to tag certain Prospects and include some Contacts in the marketing campaign. How can I design segments
Show/hide different modules per user
We have users who primarily use different modules and want to streamline their processes by hiding the modules they don't use. Currently, if one person goes to Setup > Customization > Modules and Fields, hiding or showing a module affects views for all
Calculation with formula in Product Template is not correct whe using %
Hi all, I new to Zoho an using it as a try-out. I would like to calculate the Purchase Price based on Unit Price & vendor discount. So: I add 2 fields on the template Vendor Discount as % Purchase price a formula field (Integer) with the following formula
Global Filtering - Dashboards
Is there a way to use a global filter that filter multiple components on the analytics dashboard pages? For example, if there was a global date range or user filter, the components would only show statistics for the specified date range or user.
How to assign territory automatically when a deal is created
Hello, In our zoho crm we have enabled territory management (and also run rules) on deals, not accounts. However, I noticed a lot of deals are without territory. May I know if there is a way to assign territory to a deal once the deal is created? Th
Can't Delete or Change Ownership Task within List, but CAN within record
I have a problem / issue within my Tasks view. I’m an administrator with permissions to edit and delete all activities. If I view my tasks in a list, and select a task from the list, a series of buttons appear with "Tags", “Change Owner”, “Delete”, etc. If I try clicking one of those buttons to change or delete the task, it says I don’t have proper authorization. HOWEVER, if I click to edit a record from the list, I can change owner, delete record, whatever I want. I have full permission as expected,
Import attachments limitations
I have exported the attachments from our current Zoho CRM and need to import them into a new, separate Zoho CRM account. However, there's apparently a limit on importing attachments. My attachments file(s) is over 24GB from my other Zoho account. How
Subform custom formula workaround?
I have a subform in a module for payment history with the following fields: Transaction Type (pick list) SaleID (number) Package Price (currency) Total Hours (decimal) Hourly Rate (formula - decimal) Date It'd be great to add a currency field for max
Users blocked from creating related list records
For some reason I have certain user roles who are restricted from creating Leads, a related list on Accounts. Does anyone know user permission I might have missed?
Function usage limit.
Hi there, We have a bunch of functions and automation in our CRM and we frequently run out of daily credits whenever someone performs any bulk action. Is there a way I can limit the number of credits assigned to functions manually? We would like to reserve
Teams and Group is the same?
Currently I am reading this CRM Software Features & Capabilities https://www.zoho.com/crm/features.html?source_from=crm-header But I am a little bit confused in the Security tab because it has roles, profiles, and teams, but I couldn`t find teams in Zoho
Integration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expand
Set a LookUp field of "Account Name" in "Lead" Stage and preserve the Account asociation when converting to a "Contact"
AS IS: When creating a new lead user is prompted to set Company field and Account field When converting a Lead to a Contact, the Company name is used to create a brand new Account In our use case, we need to set Account field during the Lead process and
Trouble Authenticating
I am moving through the steps to authenticate (after years of our email addresses being authenticated) and am struggling... Please help --- Dear Janese, Your organization's (JanMar Agency) Zoho CRM account currently has users with email addresses connected
Attachment Lead Mapping
Hi all, I have an attachment field in Leads Module. Is there a way to map this when converting it to Contact Module? It is not showing in the list. Thanks.
How can I incrementally count the number of times a condition gets met in a crm record over time?
Hi. I’d love some help from anyone who can provide it. In my contacts module, I have a single select picklist field called Billing Status which contains multiple options. One of these options is “collections”. I am trying to figure out a way to create
Task Reminder Email customization
Is it possible to customize the REMINDER email that get's sent when a task reminder has been set to send a reminder via email? If so, where? Thanks Peter
CRM
Can you mix user editions ? For example can the internal staff have the Enterprise Edition of CRM and have outside customers use the Professional / standard Edition, just to look at some of the data ????
Zoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? Attched
CRM Potentials - Notes Import
Hello, We are about to import all our customer and order data into Zoho CRM from an old bespoke system based on SQL. One element of that system is an image/snapshot of visual info which cannot be exported any other way. That image needs to be associated
Count emails sent by specific users
Hello, I am trying to use the Email Report feature in the CRM and I can't get all the emails sent, for example even if I try now to see the emails sent today it shows there aren't any and I tried to send an email and still it won't show
Canvas Rules - Field alignment same as a layout
In Canvas, Is there anyway of getting the alignment of the fields auto arranged instead of the fields just staying where they are but appearing and not appearing when the rules is run?, With layouts the fields just align themself up automictically so
Phone Number List Management
I'm trying to do a couple of things 1. Be able to set the "best phone number" by checking a box or automatically designating the newest entered number as the "best phone number." 2. Have a field that automatically tally's the number of fields with value
How to convert a deal to a project
Is there a way to automatically convert a deal into a project once it is won/closed? Once we have won a deal, I would love a way to simply auto convert the won deal to a new project, so we can eliminate data entry time and decrease errors when transferring
Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
CRM formula datecomp
Hi, we are currently using a formula in Zoho crm to calculate query response time. It looks as follows : Datecomp(${Marketplace - leads.First contact date & time},${Marketplace - leads.Creation time}) We want to make it so that the time only counts from
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
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