I'm pissed as fuck
What the hell Zoho! Always the same goddam problem. It takes time because the simplest things just don't fucking work. Today it just took me 3 hours to complete and send a 1page privacy letter to a client. And you know what 99% of the document was already
Introducing enhanced analytics suggestions, powered by Zia
Dear All, Zoho CRM offers various types of analytics components for user dashboards, like charts, KPI, comparator, anomaly detector, cohort, target meter, and so on. We're excited to announce that you can now use Zia's advanced suggestions to build these
Revamped UI for Groups in CRM
Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups Dear All, Creating groups in your organization helps you assign records easily, approve
Inventory templates - Hiding empty lines
Is there a way to modify inventory templated to hide empty address lines? We currently have our templates formatted with each address field on a separate line. In most cases one or more fields are blank which leaves blank line on the output template.
Do web forms in Zoho CRM capture the lead source? And what about automated emails?
Hi Team, This is my first question. I am yet to begin my free Zoho CRM pack. My question. My understanding is that I can use web forms on the website to capture leads. If leads come from facebook, will the form show the lead source as facebook. If leads come from Google organic search, will it also show the same? Notification emails > When forms are filled, can I customize the number of notification emails that would be sent? Is the above possible in the FREE version or do I have to take a subscription?
Problems with some email accounts
Hi, We have problems when we need send mails to some accounts. The emails are of valmesa.es domain. We send email to others accounts in this domain and works well. The problems only happens with some accounts: We think than when we send an email through
Email : incomming outlook MFA, outgoing Sendgrid, anyone succeed to connect?
Hi, We are using Outlook 365 for incomming server emails and using sendgrid as outgoing server. In zoho CRM email settings, when we use OTHER with IMAP, it turn indefinelty and the connection is never etablished. It's that way since MFA was implemented
Custom Function Argument Mapping Formatting Help
Howdy, I'm attempting to implement this custom function that checks for duplicates between the Leads and Contacts modules, using the email address. The code: relcont = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")"); relcontsize = relcont.size();
Using BCC on "Send Email"
I'd like to auto populate the BCC field when selecting "Send Mail" from a contact record. Possible? I suspect not possible from reading older posts. If that feature isn't available can the Mail view have the BCC default to open? TIA
Custom Function During Blueprint Transition
I have some conditions for a deal to move from one stage to the next based on the status of related list items and some related Creator records. Right now I don't know a simple way to validate the statuses of these related items before allowing the transition.
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
pulling record from zoho sheets with deluge, dates are getting malformed
I have an xlsx file i uploaded to drive, and am viewing in sheets. In sheets it shows the correct address format, in the US we us "M/D/YYYY" in this case it's "2/1/2023" I read in the records suing zoho.sheet.getRecords(resource_ID (of the file in workdrive)
workflow update field - How can I update a field by embedding another field's data?
hey i did a workflow to update field for exemple if module X created then update field X with Y(field in the same module) how i can put the the field Y in the update field worflow? with @/# maybe?
How do I use "Group" as a criteria in a View or Report?
I want to be shown fields from records where the owners of those records are users in a particular Group, but I can't find a way to use Group as a criteria in Views or Reports. How do I do this? For example, we have a team of salespeople known as Team Green and another known as Team Blue. I have created Groups in Zoho for Team Green and Team Blue that have each of the appropriate Zoho users as members of their respective team(s). I now want to pull a report that shows me x, y and z where the records
Feature to hide records
I want to hide specific records from a module. So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background. At the moment, this is not possible. I don't want to create a view of something.
telephony integration for any self hosted pbx solutions?
Is there a cti telephony integration for any self hosted pbx solutions? I currently use freepbx, but in the future may consider looking at a multitenant solution such as 2600hz kazoo, fusionpbx, etc. I know that asterisk (and thus freepbx) used to be
geplanter Anruf (offene Aktivität) einen anderen Benutzer und neues Datum zuordnen
Das nervt so ungemein.... Wann wird es Phase II und Phase III der neuen Aktivitäten geben? In meiner ToDo-LIste befinden sich viele geplante Anrufe. Jetzt soll einer dieser geplanten Anruf von einem anderen Benutzer durchgeführt und zwar nächste Woche
Hide specific records
Hi. Is it possible to hide specific records from a module? So I want to hide some companies instead of deleting them. But they should not be visible at all, only somewhere in the background
Regarding the phenomenon that Web notifications to Teams cannot be sent
Thanks for your help. How can I post to any channel in Teams using Web Notifications in ZohoCRM workflow? I have tried the following steps but the workflow is not working with the error "Invalid Request". 1. Set up an Incoming Webhook in Teams Set up
How to make single column contents fill the whole field?
I would like my task description field to be full-width. I have looked all over Zoho and only find old complaints about the single-column field not being displayed correctly. I'm assuming there has been an update since most of those threads are over 10
IMAP: unable to select "Store sent messages on the server."
I added my email account to zoho crm. I selected "Store sent messages on the server." when i set up my account and it deselected itself. I tried to edit my email settings and tried to select it, and after clicking update it just hangs forever and does
trying to make a custom import wizzard
I'm suppose the best analogy of what i'm trying to do is make a custom "import wizard" for regular data imports, probably about 10 data imports a month of anywhere from 100-1000 rows each. That i'd like to have an assistant run. I have a custom module
Marketing Activity Tracker
I engage with prospects in multiple ways. Some of these might include sending promotional items or sending a birthday card or any number of things. There are more sales activities than just calls, meetings, or emails. There needs to be a way to create
Zoho Permissions - Edit and Delete permissions
Hey there guys, I've been working on locking down the permissions a little bit in Zoho and am having trouble figuring out how this is done. I want users to be able to edit and delete their own comments but not be able to delete other people's comments. I've already heard an instance where someone deleted a comment posted by someone else to eliminate evidence. I'd hate to have that happen again. Any tips or ideas or is this not possible. Thanks so much, -Terence
Consolidate your workflows and be more productive - Introducing Multiple Conditions in Workflow Rules
Workflow rules in Zoho CRM helps you automate your routine tasks and save time. Usually, while creating a workflow rule, you'd provide the basic details of the rule, specify when the rule should be triggered and associate set of actions to be executed whenever the rule criteria is met. And you’d create a new workflow rule for every new automation that you required. Not anymore! You can now combine multiple conditions and the corresponding actions to follow in a single workflow rule. Let’s look at
Notification emails
Hi, I suddenly stopped receiving system notification emails. In particular, task assignment notification emails do not come from the system any longer. Any idea what may have caused the sudden change? Thanks in advance
Some Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields
Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM?
By The Grace of G-D. Hi, Anyone else having 2-4 minutes delay for new records to be searchable in Zoho CRM? If you do, please upvote. Thank you!
Importing data CSV or Other method
Hello, I want to import data, to my contacts module (to trigger a workflow on a field update). I have a csv available which has a contact email and a list of dates in chronological order. One email could have multiple dates. When uploaded, the dates will
How do you add individual contributors to a file within Documents?
Some of our users need to be able to edit certain documents while others don't. Can we add individual contributors to files within the documents module of Zoho CRM? I've been trying to find how to do it, but I can't seem to find the right combination
New Reports Module - zCRM - Permissions Issues
(please cc to: Muthu Ganesh - Product Manager for reports, Zoho CRM) Hello, With the new Reports Module having been enabled for our company this week, we have several users with the 'Administrator' user profile who suddenly cannot access certain reports
Zoho CRM - mail (IMAP) integration to multiple addresses?
For the Zoho CRM IMAP integration, it looks like there is a one-to-one integration between individual user accounts and the CRM. For example, say we have two users on Zoho CRM: user1@aaa.com and user2@aaa.com. But we also have contact@aaa.com and info@aaa.com.
Zoho CRM Integration With Zoho Mail
1. I want import all my existing contact from Zoho Mail to Zoho CRM Leads/Contacts. 2. After importing is done. From next time whenever i send an email from Zoho Mail, it will check that the email is in CRM or not. If not then it that it create new Lead/Contact
Feature request: custom text component in analytics panel
Hello. The Analytics module in Zoho CRM lacks a way of adding context and explanations. Panels might refer to a very specific selection of records, but the only way to explain it is in the title of the panel. When panels conform to a very standardized
Font Size
Where can I make my font larger for CRM leads?
Google Calendar all events are in GMT
my zoho personal settings have my time zone, EST. My zoho company details also have my correct time zone EST. My google account is also configured for EST, in both my "google workspaces" admin portal, and in my google calendar settings. My events show
Remove the duplicate "Action" section for Multi Select update field
Hello, The second section here for "Action" is disturbing the field update action when you select action from it. This is what happening when you select from the second section: it changed the value to numbers and changed the action from Append to O
Can i put a watermark on a quote template in zoho CRM
Hi Think this is fairly explanatory. Can I add a watermark to all pages of a quotation? thanks
Webforms and custom fields - ZOHO CRM to ZOHO Sites
Hi I am setting up a web form from Zoho CRM Cases module to embed on our Zoho Site to allow customers to request support. The problem I am facing is I cannot see a way for the customer to tell us the business name (Account) or leave a phone number to
Is there a way to "bulk" configure Dependency Fields between pick lists?
I'd like to have 2 pick lists. 1 for every US state, and another for every single county in the united states. Then Dependency fields so when you select California for example, it only shows counties in CA. Since many county names are not unique i figured
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