Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
Improvements to the Quotes module in Zoho CRM
I have some recommendations for improving the quotes module and thought I'd start a thread and see if anyone else agrees. 1. Product Ordering: It only allows me to currently show products in my quote in the order that I have added them to the quote in
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
Email to CASE
The ability to set up an email to case auto generation (Like the one in Support) would be beneficial. we use cases as our ticketing system.
Cancel/downgrade Zoho One Subscription CRM data
If we want to downgrade or cancel our Zoho One subscription and move to either a free or individual app plan, how does that work with our data. While using Zoho One we have data in the Zoho CRM (as well as other Zoho apps). Once we cancel Zoho One what
New Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manage
CRM: neues Meeting als Online-Meeting über MS Teams
Wann wird es möglich sein, eine neue Aktivität als Meeting, mit der Durchführung als Online-Meeting mit MS Teams, anzulegen. Derzeit nur mit Zoho Meeting oder TeamViewer oder.... nicht MS TEAMS.
Contact Module - Additional fields for social media handles
Hello - Can anyone advise how I can get the same functionality of the Contact Module "Twitter" field but for other platforms such as Instagram and Facebook? The Contact Module "Twitter" field, when completed, provides a clickable link that opens the contact's
Customized Activity Types
Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?
adding a field to a URL in a zoho crm e-mail template
I'm trying to add affiliate codes from a user field to links to my on-line store. I created a URL link in an e-mail template by appending a plain-text user field to a valid URL, like this: https://www.domain.com/page$[user.field] The contents of the
Signature Not showing up
I have set a signature in basic email and in the CRM system and neither is showing up when I create an email in the zoho email client. I can't figure this one out. Everything else is working fine and I am not using and have not set up any email templates
Sub-Categories in Industry
It would help me if I can create sub-categories under parent categories. For example, I have many Radio stations as Accounts. It would be very helpful, if I could have sub-categories under this Industry category, which would split them up into Australian,
How to specify the social lead sources for different departments or products?
I have different products which they have their own website, chat widget, and social media like Twitter and Facebook. I get the leads from their websites and webforms with distinguished lead sources and I know which lead is for which product. But when
Prioritized List View - Sort by Multiple Columns Sub-Sort
Have a way to sort by multiple columns? For example: Sort by Lead Status (Hot, Warm, Cold) then sub-sort by Follow Up (Date/Time)?
Jumping with a help of a button to another section
Hello, I search online and found out this isn't an option yet.. I there a work around to scroll with a help of a button to another part of the page? another section some how? Or maybe it's possible to create some sort of an Anchor like on Zoho Sites?
CPQ - Link Quotes from specific accounts to specific Price Books
Hello, We are making Quotes in Zoho CRM and for scpecific Accounts, I would like to select specific Pricebooks linked to them. Example: I make a quotation for my customer "Zylker", I would like only the Price Books linked to "Zylker" to be available for
Creating a report showing values from Multi Pick List field
Hello, our Leads have a Multi Pick List "Industry" field to indicate in what industries the lead is operating. As an example: - industry 1 - industry 2 - industry 3 etc. So for example: - for Lead #1 the values of the field are: "industry 1; industry
Introducing Zia Strategy Influencer for Zoho CRM
(Last Modified on 22/08/2023): The Strategy Influencer feature is now available to all customers. Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides
Email in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.
Managing rules for Lead Conversion to Contact
Where can I manage the rules for what data is combined if I convert a lead and combine it with an existing contact? I recently received an inquiry from a lead Ray Blanks, with a message/inquiry in the Description field. I converted the lead to a contact
Zoho CRM - Creating Branches
Hello, How can I create sperate Branches in CRM in order to separate my Sales? Thanks!
Copy Customization cannot be initiated
Hello , as you can see in the attachment below that I can't copy Customization because of this error , can you please explain to me more about this? "You cannot copy the lookup fields linked to the custom modules as hidden."
Due date disappearing for tasks and not able to filter on month May
Hi, There seems to be a bug in the activities/tasks module. We are not able to filter on tasks with a due date in May and the due date of tasks are disappearing out of nothing
zoho crm - Accounts page showing contacts
Is there a way to edit the CONTACTS section that is highlighted in grey at the top of every Account page? I like that it lists the contacts for the account, but I would like it to not display contacts that we have labeled as inactive inside the contact details.
Zoho Canvas Open Meetings section
In some templates for a record details canvas for the deals module, I see a section a couple times called "Open Meetings". In this section I can see open meetings associated with a deal and I can add a new meeting from the + button. I wanted to reuse
CRM - Subforms - Reports
I have a custom module linked to Accounts which holds the various charging models that my admin system uses. Within the custom module there is a subform with anything from 1 to 6 lines on it. If an account changes the charging model, I need to a CSV that
CRM Enterprise License disabled by CRM Plus trial
I have a CRM Enterprise license and when I attempted to access my CRM this morning I received the following error. My account is current, so I don't understand why I'm seeing a "Your trial has expired, please upgrade subscription" I never signed up for
Removing Canvas View for Modules
Is there a way to remove the Canvas View for an individual user? Right now the Canvas Assignments are based on our roles but there are a couple of people within the role that won't need it.
How to use COUNT() function in COQL
Hi, How to use aggregate function COUNT() in COQL? When I try, for example, this query: SELECT count(id) FROM Contacts where (First_Name in ('Name1', 'Name2')) I get error: {"code":"SYNTAX_ERROR","details":{"clause":"group by"},"message":"missing clause","status":"error"}
CRM Client Script Show/Hide fields
Good day, I would like to be able to show/hide CRM record fields by using Client Scripts. I hope this might be considered as a new feature in the future. Thanks!
IMAP to Sync & Download
Hi I have just been told the IMAP solution only syncs emails and when a user is deactivated and/or their email account is closed, anything that has been synced from that user to CRM historically, will be lost. I can not see any value to any customer,
Need Column defination
Hi Team, For below-mentioned columns need definitions against each column's names. Insurance Policy Name AECC Revenue Api Created By Created Time Currency Date Of Birth 1 Date Of Birth 2 Date Of Birth 3 Date Of Birth 4 Date Of Birth 5 Dependent Relation
Sandbox not sending emails?
Hello, Testing some templates and workflow rules and Im not getting any emails sent from the Sandbox. I even clicked the test email inside a email template and nothing. Any ideas? Thanks
When I use an organization email, how can I get the user's signature?
Hello. I have the email of a CRM user added as an organization email. Apparently, if an admin sends a mailing from that organization email, the signature that the user has in his settings doesn't get merged in the mailing. Is there any way to get that
Formula field syntax for: if (date_field_1 is null or empty, date_field_2, date_field_1)
Please help wit the formula field syntax for: if (date_field_1 is null or empty, date_field_2, date_field_1)
Attaching a document from Zoho docs
Hi, I think it would be a nice feature to be able to filter via workspace as the pop up windows doesnt currently offer this option and kinda defeats the reason behind organising them. Also having a search bar to search via document name would also be
Task Due Date - Mass Update
Would be great if there were a way to mass update tasks to change the due date.
Filling up/modifying fields directly from a search list
Hello, Having a CRM is great but getting the accurate data there is much better. And I feel in order to achieve that, some things could be done more easily. For example, I regret that we have to go on the "clients details" for example, to modify or add
Unable to view Pipeline by Stage from dasboard
I want to view mine and my sales peoples' pipeline viewable from my dashboard but under Pipeline by Stage it says: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
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