Test Emails not showing up
Just created a template. Created a Test Client which goes to my GMail account. Sent 4 emails and not ONE has showed up. Worked fine a week or so ago when I tested. Worked fine this morning to a support person's personal email but he couldn't figure out
Why doesn't crm support data masking?
Getting sensitive information like personal id numbers should be masked to keep them safe from someone looking over your shoulder! I.E. you know how just about every site where you enter sensitive data has "click to show" otherwise it just shows ***
Power BI
As part of our sales process we "lock" Closed Won Potentials using the Approval Process. We're currently in the process of setting up Power BI in Zoho Analytics to call data from Zoho CRM and are seeing that Potentials are not pulling in. Would this be
Feature Request: Prefilling text fields with default values and from formulas/functions
I really wish zoho supported this. It is available in salesforce and saves some clicks vs having to run a function after a record is created/edited. For example i have zoho fill a basic template, pulling some fields from the associated account/contact/lead,
Sending email follow up automation
I would like to know if Zoho CRM can do automation on sending follow up email 1 weeks after i send quotation and how to do the set up We are sending company profile to lead manually and would like to follow up after 3 days. If we would like to do follow
API-Name change is not deployable to production.
Hi, I have a problem regarding the ZOHO-Sandbox; I was trying to change an API Name in the Sandbox environment, and after I changed the value, it wasn't listed in the change log. Therefore the change couldn't be deployed to the production environment.
Multi-currency needed in potentials, products and probably in other places too
It's great that there is certain support for multiple currencies, but it's strange for me I cannot define products in multiple currencies. We sell hours in dollars and euros. Now I have to artificially create a product in euros (base currency) and then modify the invoices manually, not logical. The same goes for potentials. Again, a potential is not necessarily in the base currency. I'm new to Zoho, there might be other places it's missing, but these were the most important ones for me.
Organizing Dashboards
Allow for the reordering of dashboards. Right now they are ordered in the order that they were create it. Simple fix for this is sorting the dashboards by there dashboard name. A second part to this is allowing for the ordering of Dashboard components.
Add merge fields in email template signature
Hello, I've created a mail template which will be used to send follow-up email to the lead we've met at a Industry fair. The leads are added to the CRM by multiple Sales rep, so each e-mails must be sent using: the lead owner email address as sender the
Mass Data Migration (Import) with current and past Users
Hi Team, I am belive I am about to face a significant problem when trasnfering data from a Zoho Creator Database into the Zoho CRM ecosystem. I have mutilpe Modules, that are all linked. I can manage that data transfer, with ID's to reference each other.
How to delete or change stage history?
Hi, I saw previous posts where people was asking about it but the answer is not clear or very old. I have the hope that could be posible now. I modified a potential wrongly and the stage history is affecting my reports. Can I delete it or modify it? Thanks in advance. Dennis
Canvas - Related list block not populating?
I have a Custom Module called Customer Onboarding, I have linked this to accounts with a lookup, however when I have created a related list block within Canvas nothing shows.
Fetch lookup field with normal field
Hey! I have a custom module for incidence. The workflow is the next: Incidence department send an email to a custom email from zoho(like this can be done the email parser). After that, it creates a module entry in "Incidences". Here everything works perfect.
Assigning tasks in Workflows to other users
Is there a way, without a code, to be able to schedule tasks on a workflow, or even just trigger the creation of a task, for a different user than the 'Deal Owner'? You can use similar logic for email addresses, by choosing the relevant user look up,
CRM extremely slow, crashes regardless of browser
Hello, Lately when working with the CRM i've seen that it struggles with loading times and becomes unresponsive, regardless of the browser or device i use to access it. This sometimes causes the entire browser tab to crash and freeze and the browser in
Random Number Button
Hello everyone, I am trying to create a button that will generate a random number and post the values to a formula field within Zoho CRM so I can use that random number as unique identifer rather than the Zoho CRM ID which increases sequentially. Below
How do you filter lookup fields?
so I basically subcontract services. i've created some custom modules. "Service Vendor" and "Services" I want to be able to then have a contracts modules that I built have a drop down for "vendor", then The services drop down gets filtered for the services
Enhancements to Zia for Emails: Custom intents
Dear All, We're excited to tell you about our latest enhancements to Zia for Emails: custom email intents. You can now customize your own email intent categories according to your business needs. Email is a major mode of communication for any business
Account hierarchy
Is there a way to show the full hierarchy of accounts and members like in the picture below? If not, I think it could a great addition to have a better view of how companies from a big/complex structure are related.
Customizing Zoho CRM: Exploring Fields, Modules, and Workflows
Hello everyone, I'm currently exploring different CRM options for my small business, and I'm considering Zoho CRM as one of my top choices. However, I still have a few questions that I'm hoping the community can help me with. Firstly, I'm curious about
Why is Leads treated separately to Contacts and Companies?
We are mew to Zoho so forgive me if this is a stupid question! We are trying to understand why "Leads" is called "Leads" and this is separate to Contacts and Companies? We are used to inputting new contacts straight into the CRM system as a company but
Discovering Duplicate Records
Hi, Short of using Merge and De-Duplicate or running a report regularly, I am wanting the ability to be able to see if there is an existing contact record held within the CRM if the Phone number is represented elsewhere in another record within the same
CRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous Tabs
Is there a way to mask/encrypt the URL configured for Button Actions in CRM?
Hi, I have a button configured with Invoke URL action in Leads Module. Here the URL is a public URL going with parameters from the Leads Module. Query is: 1) Is there a way to mask this URL (i.e. when we click the button is there a way to hide the address
Tag users/groups in the description tab in deals
During the process of the deal, the agent would place the information about the Deal in the description, which often needs to tag a user or group to inform any particular dynamics of the system. How feasible is this to be implemented; ie, tagging in the
Change Lead Status field to editable (not read only)
I have a blueprint designed to work the Leads Module. The Lead Status field within a lead's profile is currently set as Read Only, with a lock icon, not allowing for a change to the current state, as defined in the blueprint. Though the lead status
Email not showing in module and not syncing/showing emails in contact page.
1. There is not option to click on email in the modules on top and view my inbox. 2. emails being sent to the contacts in gmail is not showing in the contact page email section.
Email Merge adding all contacts to one letter?
hi We are using Accounts list to create a filtered list to mail merge and send contacts a email. Using sub-form in merge tool for contacts Full name. This account has two contacts??? I want it to produce separate letters. Private & Confidential Mr. Richard
Enhancing the Information Displayed for Contacts within Accounts
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title
Lead Conversion - Make Company Mandatory
I do not want to have Company as a mandatory field in Leads as in our business we do not always have the company name when we get a new lead. BUT I do want company to be mandatory on conversion to contact. Does anyone know a work around for this?
How to avoid junk leads
Is there a way to bypass junk leads to zoho or can we put some secured/encrypted URL to submit the form to prevent lot of junk leads in zoho?
Zoho CRM Formula Field in Linking Module
It will be a great addition to have a formula field in the linking modules. For example I have a linking module that links Accounts and a Custom Module called Product Types. The linking module copies Revenue from Account and Minimum Budget from Product
Marketing attribution/ ROI
Dear community, We're now starting to figure out a way of measuring the impact of all our marketing activities against the amount of the won deals in CRM, using CRM functionalities. I know this is a difficult topic. Rough ideas would be a system of touchpoints
Generating a Report showing all Products assigned to Deals
Hi How can I generate a Report showing all Products (and their prices) assigned to Deals? For example, I need to generate a report showing all Deals in 2020; what Products were assigned to each Deal; and theprice of those Products that were assigned to
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact. MyAccountAcc
Canvas Templates - Sharing user created designs to the public
It would be great if you could share your Canvas template designs with the public. I'm sure there are companies who will design templates at a premium but there are also people who would be happy to share the designs they created for free. At the very
Duplicate Application
Hey guys, I have a travel company that helps students to get their visas to their universities, I have a problem with duplicate students' reports, for example, I have student X who wants to go to a university, for example, he applied to AB university
Is it possible to use placeholders in task names?
Hi there, I have created a workflow that creates a task associated to a custom module on a field update. My question is, instead of having a fixed task name like 'Enable Provider', is it possible to create dynamic task names that take information from
Zoho CRM Navigation Menu changes
I am confused. I am starting to use ZOHO and have been adding contacts leads etc, but when i initially log in to ZOHO I can see "Documents" as an option on the Navigation bar (see below), however, when I return to ZOHO some time later the documents option
E-Mail Module in Zoho CRM not visible
Hey :) The Module "E-Mail" is not visible in Zoho CRM... What can I do to see it again?
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