Custom Access URL Setup
Hi, How can I create a custom subdomain for my company to access Zoho CRM? So instead of using crm.zoho.com/comapnyname they can use as an example crm.mydomain.com? Thanks,
Mass Updating Custom Fields
We have a custom field and need to perform a mass update to it. We have the PRO version and it doesn't seem to allow me to pick that field. Is there a setting or something that would allow me to update this? Or what would be the easiest way to do this?
Microsoft 365 Mail Integration in CRM
For the life of me, the IMAP integration will not work to connect our 365 accounts. Any thoughts on what might be the problem?
What is the best way to structure a parent/child relationship across zoho Modules
Hello, I don't think this is a unique chalenge, but I am struggling to find anything anywhere about this. I am setting up a CRM, first time using Zoho. I am trying to relate 2 modules parent > child. with the below requirements. Both are 'contact modules'
Unsubscribing from Unique Mailing List vs "Contacts"
If a lead/contact unsubscribes from a unique mailing list i.e. one that has been created by my organization and added leads/contacts to, are they only unsubscribed from that unique mailing list? I wish to clarify this as important contacts and clients
Pipeline by Stage Missing
When I log in, I can no longer see my "Pipeline by Stage" dashboard. Instead, where the component used to be, I get a message that states: You do not have permission to view this component as corresponding module has been disabled in your profile settings
Pipeline by Stage function?
How do I activate the ability to use the Pipeline by Stage function? I am getting this message on my dashboard: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
How do you send from different email addresses?
When I send an email from a contact, I might not want to use email address A but email address B. How do you set this up?
Outbound Phone script in the Leads Moduel
I am looking for a Phone Script Prompter when I make outbound sales calls. example I go into the Leads Moduel and make a Outbound sales call to a lead. when the lead picks up the call, a phone script pops up and guides me thru the call. once the call
Email template background
Is it possible to change the colour of the background of an email??
Workflow scheduled action conditions
I am trying to create a workflow where when a record is created, if the status is "Raw Lead", an email goes out. Then in two days, if the status is still "Raw Lead" then a task is added. Then in two weeks, if the task is completed and the status is still
Getting the ID of a Workflow Task
Hi guys I have a Blueprint which - as a Deal proceeds through it - automatic tasks are created via Workflow Tasks. This is great, but it relies on CRM users having to manually close tasks as they proceed through the Blueprint. Ive written a function which
Download all attachments from my zoho app
My zoho account shows that my users have uploaded approx 200 MB of attachments. For data integrity rules I need to have a dump of all these attachments on a local drive. The attachments are mostly pdf and jpeg files. Is there a way to download them
Prevent Creation of Records when Record is Locked
Is there a way to prevent the creation of records when a record is locked. Example: An Account is locked, prevent Quotes, Sales Orders, Potentials, etc. from being created.
Including products with specific dimensions and measurements in Zoho CRM
Hello, Our product range is very complex. We have approximately 7 main categories which are then segregated into various subcategories, and all of which also have distinctive dimension/size & quantity measurements unique to each category. I understand this is a minimal amount of information, but I'm sure that there is a way of accomplishing this when inputting product variations into the CRM. Do you have any examples, templates or suggestions on how to achieve this? Kind Regards, Kelly.
How do you automatically create a contact or lead upon sending an email?
I would like to automatically create a contact or lead when an email is sent to someone who is not in the CRM. Is there a way to do this with SalesInbox? Or with Zoho Mail or the Gmail addon?
EMAILS TAB IN ZOHO CRM WILL BE DISCONTINUED ACCORDING TO CHAT AGENT !!!!!!
Our company has been using Zoho CRM among other tools for over 10 years. We always trust that Zoho offers the best tools on the market so that the user can customize according to their needs and it has been since then. It turns out that some changes in
Service Products in CRM
Is it possible to have resources associated with a Service Product in CRM like a piece of equipment so that if that equipment is scheduled for one job it cannot be schedule for a second at the same time ?
how to add emails or phone calls as activities
is there any way to add a phone call or completed task with detail. for example, i have a phone call. i'd like to show a completed phone call and put in notes about what we discussed. or copy in details from an email about a task. Can we do that.
GPS Location for Assets in the field
We service clients large assets We have a number of custom modules and fields I would like to be able to copy & paste the GPS location or GPS Plus Code from Google Maps and past into a custom field called 'Asset GPS Plus Code' Then view the location inside
Users not able to see Business Messages
Hi Community! I hope this message finds you well. We are facing the following issue with the Business Messages module. Some users have reported that when they enter here, they see no records. This is strange because they have full access permissions,
Zia Predictions - Lookup Fields
I've setup a few Zia predictions and the accuracy level makes them pretty pointless - it's getting around 10%! The reason they are so inaccurate is that Zia seems to be ignoring lookup fields, which are absolutely fundamental. Does anyone else's Zia
What are your use cases for standard layouts?
What are your use cases for standard layouts? I subscribe to ZohoOne, but the number of additional layouts I can create is very limited. I am wondering if this is really a good choice since the standard status will no longer be known. What are your thoughts
Integrate zohocrm with our application.That does not require clientID,clientSecret and Code.
We are in the process of building a Zoho CRM extension and our requirement is to integrate our application with Zoho CRM. Our goal is for our extension to automatically retrieve the client ID, client secret, and client code upon installation on Zoho CRM.
Filter on created by
Hi. Why is it not possible to filter on the person who have created a record? For example. you can see 'created by ' in the timeline of a lead. However, I can not filter on this field.
How to show deals associated to a contact on each deal
I am supposed to show all deals on each deal related to a contact. Let suppose, when we open a deal associated to a contact, we should be able to see all other deals as well associated to the ( parent ) contact.
K-12th School - Email a list of Student's Parents
Hello, I have a challenge for the Zoho Masters! We have a K-12th grade school. We have Prospective Students, Enrolled Students, and Parents/Guardians. We gather the date of birth for all prospective students, and we want to generate a list of students,
Currency Format Changed
Recently I noticed that Zoho CRM currency settings has been changed. Upon my inquiry to the support team, they told that these are backend changes and are applied to everyone and cannot be changed. Even the customization option isn't helping. It used
Getting stats from Zoho CRM
Hi, I run a landscaping business and I track all of my quotes through Zoho CRM. I would like to start pulling stats from the info I have on the CRM, such as: Enquiries per month/quarter/year Jobs won per month/quarter/year Value of jobs won per month/quarter/year
Import Sales Orders
Why cant I import sales orders? Surely this is just as much a part of CRM migration as the Potential entity? Thanks Andrew
How to remove files in a record in Zoho CRM with Zapier?
Hello, I am looking for a way to remove/delete files in Zoho CRM that have been previously uploaded with Zapier. I am using a regular “file field” in a custom module in Zoho CRM. Is that possible with Zapier? Thanks, M.
Does anyone have a suggestion for Calendar view for tasks
Hi most of my sales team use the Zoho CRM app on their phone and have a daily calendar so they can see, amongst other things, their Tasks for the day (see pic attached) however this option is not available on the desktop version. Has anyone set something
Contact picture
Is it possible to create filter for Contacts with or without Picture ? WImR
Zoho CRM Onboarding Support for Standard Subscription
How can we request Onboarding Support after we purchase a yearly Standard subscription? Is it free, and how much will it cost if there are any charges? Our team had previously used Zoho CRM a few years ago and we need help to customize the template to
Manage signatures for all people in the organization
Hello, what is the best and easiest way to manage and update signatures for all employees? We participate into fairs, so every 3 months or so we have to add a banner in the e-mail for all addresses in our organization. Adding it one by one is very time
How to Change Activity Owner?
Hello - I recently reassigned all of our accounts to a new account owner. However, the open activities tied to these accounts did not transfer over to the new account owner, so they can not see the outstanding activities. How can I transfer these ov
"Junk leads by source" report
Hello, I wasn't able to find any information about the "Junk leads by source" report in Zoho CRM > Analytics? How can I set a lead as a "junk lead"? Thank you
Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] [UPDATE February 21, 2022:
Add "Reason for delete" under record timeline
Hello, I'm having an issue with records in a custom module, that they are getting deleted automatically and when I try to find where and how it's been deleted I couldn't. So my suggestion is to add this info in Timeline.
Email Notifications
I have a gravity form on my site, and it's linked to Zoho CRM. When I fill out the form the info is routed to the correct place. The issue I am having is that I'm not getting any kind of email notification. Can anyone help with this?
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