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?
Correct process to map customers in zoho CRM with unique ID
Hi there - we are a car wash business, looking to see if anyone can help point us in the right direction to set up ZOHO CRM in the best way. Currently, we have the CRM setup with a custom module called "Customer Vehicle" which represents a vehicle that
choose price book
choose price book at quote module without giving read /write permission to list price filed.
Workflow
if a person responds to the campaign does the campaign stop (replying to a e-mail, unsubscribing, etc.). How do we stop the campaign for a particular person when this happens automatically vs. relying on the rep to remove them from the campaign?
Plain text email templates?
Is there a way to create an email template that is only plain text? I see the option to create a blank email but it's still HTML and has a grey background. I want completely empty. Is this possible?
Can not change the lead detail layout page view
Hi, Even though I've created a new layout, changed the status and defined users, I can not see my new lead layout, the standart one is coming. How can I solve that? Thanks.
Customer referral program
I see that this idea has been thrown around but I don't see a clear way to accomplish this with Zoho CRM. Any help would be greatly appreciated. Needs: Users get a referral link that they can send via email or text messages to those they are inviting
How to throttle mail merges between individual messages
I need to set a delay between messages, so the mail merge doesn't send a whole bunch of messages in one shot. The delays could be set at say 30-120 seconds, this is between INDIVIDUAL sends in the mail merge. This feature exists in Lemslist and Gmass as seen over here: How can I do this with Zoho CRM
Export Quote while its still under approval
Export Quote while its still under approval and i need to restrict it to not export quote to template while its under approval.
Plus changed to the left of the search,issue
Now when you look up a lead, you have to close out of search bar to add the lead. this is a big issue and will slow us down dramatically.
Possible to pull contacts from custom modules for Contact Roles in Deals?
I would like to add contacts to the Contact Roles section in Deals, but the contacts are in a custom module that I created. When I go to Add Contact Roles to the Deal I can only select contacts from the Contacts module. I've been unable to find a setting
Deal stage not showing in deal
Hello, I created a new deal stage that is also a 100% won (to separate deals that are signed and deals that are not signed yet but with an oral approval from lead) and this new stage doesnt show in the deal page, only on the pipeline but I cannot move
Is 5 GB of extra storage really $1,440 per year?
One of my clients has a 4-user Enterprise Edition CRM. After a sale is closed they want to scan a number of documents and attach those to the Potential in Zoho CRM. When the job is completed there are a few additional files/documents that could be attached
Total of Target Achieved percentage is calculated incorrectly
I create a quarter forecast with the below column: - Month - Target - Target Achieved - Target Achieved percentage And the below column total: - Target - Target Achieved - Target Achieved percentage As the screenshot I attached, the Target Achieved percentage of Jan, Feb, Mar are 91.7%, 15%, 9%. So Target Achieved percentage of Q1 must be ~35%, but now it is 115.7%. I tried to chat with ZohoCRM support and received the answer that is default design of the system. I think it is a bug, not a function.
Changing signatures of other users as an admin
Hi Zoho team, As an admin, is it possible to change other users' signatures? If so, how do you do it? Thanks.
Assign price book to certain profile
Assign price book to certain profile or group. so, that when the user in specific region appear to him his assigned price book
How to Link Contact Address fields to parent Account Address field.
Showing the Physical Address of the Account on the Contact record should not requires some special add on. It is a very basic requirement. It doesn’t make sense that the address fields on the Contact form cannot be linked to the Parent Account address
Set Signatures Centrally
As the over all account owner of 37 users. I want the ability to go in to each user and set their signatures from my machine. Is this possible? As at the moment it will mean me going to every machine and manually inserting the html for their signatures
unable to see some modules by some users in zoho crm?
Hello we have 4 users account and 2 of them cant see some modules such as products and a new module that i create. we use the same zoho crm with same authorization for all users? what could it make difference for being invisible by some of them? Thank
Conditions in Layout Rule
Hi All, I want to set a condition where "work type" equal to certain options, then the other field becomes mandatory. However I am unable to locate the field in the new layout rule that i am setting up, but it can be found on an existing layout rule as
Create Button with Linked Form
Hi, I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but
Notes to show in report
We use the Leads portion of Zoho. I want to be able to see the notes section when I look at a report. There does not appear to be a "column" that I can choose for notes. The report I am starting with is a Lead report. I would like it to show the Lead name, company, lead owner, notes from the lead, date of the note. Is this possible? Thank you!
Zoho crm Reminder Set in meeting
Hi team, I have code for the reminder notifications one hour before but for some of the hours, its is not working to update. Requirement : When the record is created, the reminder should automatically be set to 1 hour before the start time. here is the
Zoho Email Notification: Authenticate all email-sending domains to improve your email deliverability
Has anyone else received the email below? I'm totally confused because I already have my domain authenticated. Below are some screenshots and questions, maybe Zoho support can provide some help. For context I did already contact support over email who
Deals Module not Connecting to Contacts Module with Canvas
Below is a contact I have. As you can see under the standard ZOHO view, the Deals associated with this contact are visible in that white banded scetion Oddly - when scrolling down the contact module, the related list "Deals" appears again, but is blank
Help with adding a warning pop-up dialog box for sensitive records in our Contacts module
We have a requirement to add a “warning” in our Contacts module for certain clients who need “sensitive” handling. The solution is that a user could “check a box” to set the client to “sensitive” and then afterwards, if any user accesses the client record,
Problem with appointment times showing differently in CRM and Google Calendar
We are adding events in CRM and have synced to google calendar. All events that we add show up on the google calendar correctly as Central time. However when we click on the appointment, the even shows up as Greenwich mean time instead of central.
Data Migration - Importing with Different Module Layouts
Hi, I am trying to migrate using the Setup > Data Migration utility. We have 3 different layouts that we want to import data to, however I can't work out what format we need to have the layout field in. I have tried the following which has not worked.
Best way to create and email a table of filtered records?
Hey All, Not sure if anyone can help me; I'm trying to figure out the best way to email a list of records from a filtered custom list. I'm able to successfully get the records I need to display: records = zoho.crm.getRecords("House_Certification",1,200,{"cvid":289407000008968015});
How to have multiple contacts follow a lead when it is converted
Hello - We have an issue where we have several leads that belong to the same company - as we can get introduced at various levels. When the one lead is converted to an account - all the remaining leads / contacts do not convert with it. Only the 1 contact
how to add new industry
Please some one can help us adding new industry in new leads tab.
Zoho Query API return always 202 ( No Content ) when fetching data.
Hi! Im using Zoho Query API to fetch Zoho Purchase data. Recently I've been getting 204 ( No Content ) responses every time when trying to fetch "Purchase Data". Zoho Purchase : This is a custom module. Has anyone faced this issue before, and are there
How to move a Stage on automatically within a Blueprint?
Hi, I have a blueprint for Deals. If a Deal gets to the stage "Quality Lead", how can it be moved on automatically to a stage called "Contact Lead" after 30 days? I cant use an Automatic transition because there will be times when I still need the transition
Send Outlook calendar INTO Zoho CRM calendar
Is there any way to synchronize the default Outlook calendar with Zoho CRM's calendar? We have new users that already have many months' worth of meetings on their Outlook calendar and they want to see them when they look at the Zoho CRM calendar. Am I
Problem with Reports
Hi, I have a couple of reports for Won & Closed deals and when I add in an aggregated column it is duplicating the entry. It hasn't done this in the past, only the past 4 weeks. Is this a known bug?
Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
Dear All, We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar. This synchronization enables you to
UNdo import not visible
Zoho Enterprise In the Import History I see several last 30 days imports. BUT I cannot see: undo import Import History > Hover over an import and click "undo import". Why?
Creating a follow up schedule?
Hi all, I thought this one would be pretty easy to find but I have resorted to asking here again. I'd like to create an automated follow up schedule. Here is what I'd like ideally: I add a lead, and there is a button I press specifically that says "Letter
Unique incremental ID identifier
Hello. I'm building an automated flow for a shipping company that follows: A customer registers from our website It becomes a lead in the system. They receive a new account email that must contains: {Name of the company} + prefix XXXX (unique ID identifier)
Zoho Pipedrive Import wizard leaving Zoho fields empty
I have imported Accounts/Contacts from your Zoho Pipedrive wizard, and my problem is that In Pipedrive the Field “Address” is containing: (see below) and Zoho Street,City,Zip (the default address fields) are EMPTY. So I can manually Cut and Paste from
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