Integration with user groups in desk
It would be nice to be able to add contacts in CRM to a user group of Desk.
Sync Contacts to Multiple Users
I'm new to ZohoCRM and recently installed the Outlook plugin that syncs Contacts, Calendars and Tasks. Is there a way to sync the same Contact to multiple users? For instance, we have a list of vendors that everyone in the company should have in their
Zoho CRM Autorresponders - Excluding records from mailing list upon a condition
Dear Zoho community, I'm reading the below articles and the note in the screenshot is exactly what I need - to be able to automatically exclude a lead/ contact who entered the autorresponder if they reply. But how to set that customer taking out isn't
Chance verloren -> Verlustgrund wieder anzeigen
Wenn eine Chance auf "verloren" gesetzt wird, dann wurde immer der "Verlustgrund" abgefragt. Seit einiger Zeit, vermutlich mit der Einführung einer Neuerung (Blueprint etc.) wieder dieser nicht mehr gezeigt. Was müsste geändert werden, um den Verlustgrund
a recurring event created by outlook - loose its recurring in Zoho
A user of mine complains that: he receive appointment invitation, that event was created by outlook/exchange, and that event is recurring (e.g. every week) he accepts the even in Zoho calendar In zoho > he sees only the first occurence (the rest is gone).
Converting a date into a number
All ZohoCRMers, I am trying to create a "Pacing Report", which basically is comparing last years performance vs. this years. What the rub is for me is that we are in the events business so the event may not run the exact same day as last years event.
My Jobs - Why cant I hide it?
Why am I unable to hide "My Jobs" module out of zoho CRM? Why is it so important to my business that I can't hide it? o.o
It seems that the CSV format output from the report is often changed.
CSV output from ZohoCRM Reports seems to have changed several times over the past year. This CSV is used for linking with other systems, so changing it without permission is a big risk. *Of course, the report has not been revised or changed. Could you
Migration of workdrive attachments from one Zoho CRM to a new Zoho CRM
We are currently trying to split a Zoho account into several new separate identities. In our source CRM, we have around 6000 attachments which are workdrive links to files. Zoho has said there is no way to migrate these to the new instance. This means
Stage Probability Mapping - Reorder
I am having an issue with the stage-probability mapping reordering under the Deals Module. The stages I am having issues with are the Medium Win Probability and the High Win Probability and Verbally Won Probability As you can see in the image below, the
Product Photos - Custom Print Forms
I have the Zoho crm setup, but I need to create a custom print view for products. I'll explain... The client is an antique estate jeweler, they use 3"x5" index cards in a file box that has information about the items for sale. They use the note cards
Attach files from the record in an email
When creating an email from a contact record, we should be able to have access to the files that are in the attachment section of that record.
Send Attachments
While accessing the attachment in the CRM, it has 3 options - view, download and delete. Can we add another option 'send' so that the user need not download the attachment and send the same via email. Instead clicking on 'send' button it can give out
Applying a coupon discount automatically
Hello, I have a Price Books with different prices according to quantity and coupons with different discounts. I"m looking for the way to have the final price be calculated based on quantity and coupon discount (if coupon is supplied) when I call a REST
Zoho CRM Home Page - Analytics
Hi! Is it possible to create componenent showing data with different currency than the default one? I would like to create a dashboard for our sales team which operates in foreign markets...
Delete Default Analytics Dashboard in CRM
Hey Team, Since Motivator will be going away, I am recreating several dashboards in CRM. However, there are default dashboards in CRM > Analytics. Is there a way to delete them? Are these default dashboards shared with other users?
Need a tasks in the calendar
Zoho - I believe this has been requested by several people before as well. We would like the ability to add tasks to the calendar. Its very helpful so see things in this way. Can you please let us know if that is in the pipeline for update?
Default to always Show All Notes and Show all Emails
Is there a way to default the small checkbox "Show All Notes" next to the Notes field under Accounts so it is always checked by default? In other words, I always want it Show All Notes instead of having to check the box each time. Similarly, is there
Can Zoho One safe all customers contact details?
Good day, I'm just wondering if you can add your customer's contact details (email address, phone number, etc.) from a spreadsheet to Zoho One? Or do you need another Zoho application to do so, like Zoho CRM? Kind Regards Susan Schroeder
CRM - date field filters - implement the options from Reports standard filters
Hello, In CRM, when creating reports, there are standard filters that can be applied on date fields. These filters are only available here. For example, a very usefull filter is Current Quarter, which is only listed here The request is to deploy the same
Cant send Emails with emoticons (Images) in Subject
Cant we send emoticons in subject, this is quite common now-a-days to grab consumer attention, hope you bring this ?!? Examples below -
Zoho CRM Calendar/Meetings
I wish there was a little more functionality in the calendar. A few more options other than "meetings" - The big one would be something for day off/out of office/unavailable/busy. Right now I'm just making an all day meeting called "off" so that people
Is there a way to issue quotes without a Grand Total?
Is there a way to issue quotes without a Grand Total? We end up issuing quotes for multiple order quantities, but the Sub Total and Grand Total fields are inaccurate when we do this because they add up each order total and then its twice the total at
Zoho CRM WhatsApp Business Integration Issue
Hi, We are facing an issue since 10 days while integrating WhatsApp Business With CRM, We have reported via chat & call but didn't hear from your side, Please look into this. I have attached a screen recording video for the same. Regards, Vishal Patwa
Cloning Templates to other Record Types
I'd really like to see this as a feature. ie. we create an email Template for record type "Leads", which we may also want to use for record type "Contacts" once in a while. It's a bit cumbersome to have to manually copy / paste everything and create an
Approval Request within BluePrint
Hi I am using the approval process however I want to invoke when a field is updated via workflow or blueprint, is this possible? Regards
Strategic Selling Blue Sheets (Miller Heiman)
The bible of strategic, enterprise sales is Miller Heiman's "Strategic Selling." This > 30 year old tome was a seminal body of work for organizations like IBM, GE, XEROX, and on and on. At its core it is based on something called a Blue Sheet which originally
Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchase
Zoho Finance Bug: CRM Product Details > Zoho Finance Information is confusing / missing information
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Can you add a static text area to quote templates
I am looking to add static fields that always need to be in quotes that I do not want my salespeople to change or have to add each time. How can I do something like this?
Roles, profiles, and webforms bulk delete support in CRM Admin Tools
Hello everyone, We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports. To learn more about the first set of features released, please
How do you manage recurring revenue in Zoho CRM?
We sell software on a monthly recurring basis. Our users are on rolling monthly contracts. I want to be able to recognise the recurring revenue for each customer in our CRM on a monthly basis. Surely there are other Saas providers who have the same
can't see my notes
Due to some reason when i open any activity i don't see my notes. When i a new note then it shows the rest. Please help me to figure out how to get this fixed Andrew
Zoho one CRM automation workflow.
Hello everyone, I am new to the Zoho one solution and wanted to automate some task. I took a look at the email parser to automatically creates leads but i find that the solution is lacking in flexibility. So I was looking into the workflow rules and saw
How do I update my Email Parser Rule Configuration?
Hi, When I first created my email parser rule configuration, it was on a lead that had some fields not filled out, like the UTM parameter was not filled out, and a few other ones, so those were blank. So I wasn't able to select any data and map it to
Last Touched Time - Last Activity Time
In Zoho CRM, we currently have 'Modified Time' and 'Last Activity Time'. Last Activity time will be updated when the trigger: activity updated AND when FIELD MODIFIED. However, we've come to a need to measure when was the last time we contacted this person,
Persisting issues with sending emails via Zoho.
Greetings all, I am writing here as I don't see a possibility of a permanent solution if not. Tired of reaching out to Zoho every time(Zoho only unblocks the address, which gets block again in a day or two). Our users are facing issues everyday CCing
Contact Role in Selected Columns
Hello, This is an important issue I am having. After assigning a contact role to an individual for a Potential, I can't create a related list column in Potentials to display the contact role (Owner, Co-owner, Primary Contact, etc.) of the individual. It will only show the contact is related to the potential, not the role. It is a time consuming effort to have to click the potential and scroll down to contact roles to find out what contact role the individual is. That is, Contact-> Potentials module
Scheduled Task Only if Condition Still Exists
I'm creating a workflow that is going to schedule an action 24 hours after a condition is met. I only want that action to occur if the condition still exists. How can we accomplish this?
How can I use System Variables inside email templates?
How can I use System Variables inside email templates inside CRM? Such as : Current Date Current Time Current User Current User's Manager etc.
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