Adding extra Address field
i own a furniture removal business and i need to add the moving from address and the moving to address. Can this be done? and how? and do i need to keep adding addresses manually into each part such as lead to quote to converted to sales to invoice
email tracking
Zoho CRM has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to our business (Which of course is very important to every business) Take for example Hubspot
ZohoCRM - Inbox view other than Salesinbox
Hello New to ZohoCRM, connected my Gsuite email, however in ZohoCRM tabs I cannot find anything like an "Inbox", so a place where it can act like a web-mail client, use that Inbox tab as main place to conduct email conversations, where similar Inbox can
Relate Contacts (usually Husband and Wife) with few conditions
I have been reading in the Community about single lookup field, multi select field, subform, accounts & contacts, etc... but not sure what's the best way to accomplish what I need and any suggestions are appreciated. Up until now, I was saving both users'
Linking husbands and wives
Does anyone have a solution for linking husbands and wives records who are contacts?
Decision Trees and Additional Lead Views
I use a call center who answers my incoming calls and has a decision tree they use to collect information about leads with. Question 1: Is there a function in Zoho CRM to leverage "decision trees" in the Lead Views. Question 2: I know how to create 1
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
Import fail
Hi team, I'm trying to upload a set of leads into Zoho but the system keeps on giving me the below error. Note that I have already changed the format and all columns and rows have data. Some of the fields you have selected do not have correctly chosen
Update a deals blueprint stage based on Books estimate status
Essentially I am trying to change the deal blueprint stage whenever the associated estimate for the deal is changed to accepted. I got this setup in Flow but responded with 'Stage cannot be updated as it is in blueprint'. Does anyone have any ideas on
Custom Report for Mass Email Blast
I'm trying to create report that I can run that shows the number of open emails and bounce emails by State. Can someone help or develop the report for me?
Picklist History Information in Templates
Hello, Is it possible to pull data from a picklist history tracker and put it into an email template. For example, in the Campaigns module: ${Campaigns.Phase} would be the picklist. The API for the picklist history is "Phase_History" and the field I'm
Locate Map button is gone forever
The other day I was re-arranging our Leads module setup in CRM, and I removed the Section "Address Information" so I could move the address fields into another section. Then I noticed that the button for Locate Map, which just takes you to Google Maps on that location, disappeared. I have now spoken to 2 support reps, and both have told me that because I removed that section (just a section separator, no actual fields) that button is now gone forever and there is no possible way to get it back. This
Recurring events in Zoho CRM need urgent work
We use Google GSuite and Zoho, with a sync between the two's calendars. There are two serious oversights in the Zoho CRM calendar: 1. If you set an event as having an online meeting (Zoho Meetings), it is then impossible to set it as a recurrent event.
Create or Update Data in Multilookup by Deluge Zoho CRM
Hello Team, if you want to update and create a record's Multi lookup Field by deluge, When you using a Multi lookup then Create a Cross Module Like this. Take Course Multi Lookup in Student then create cross Module. Now a New Module will be create inside
Changing the module for email templates ('Leads' ► 'Contacts')
How can you copy an email template and change the module to which it applies? I have created a few email templates for 'Leads' which I would like to copy (and edit) and use for 'Contacts'. After searching and fiddling around for a long time I can't find
Email templates more fields from related lists
When we create email templates we would like to see all fields from related objects e.g. creating and opportunity template we would like to be able to choose from any field from a contact or account related to that opportunity. BTW when you give us the
can I talk or chat with somebody for support?
I need support for configuration by telephone or chatm do you have?
I keep getting asked to log in
I use Chrome as my platform. Every day I log into Chrome and it asks me to verify. I have no problem with that. I then log into ZOHO and it asks me for my email, 2FA and then asks me if I want to trust the platform and if I say yes then I will not be
Can i Select custom related list records while creating Templates for Potentials (Deals)?
Can i Select custom related list records while creating Templates for Potentials (Deals)?
WON report
Is there a way to run a report of Accounts I've Won deals with in the free version?
Import breaks Zoho Blueprint
Hi, We are an extensive user of Zoho Blueprint, which we find as a brilliant capabilty. Yet any record touched by an Import, whether newly created or updated, causes the Blueprint transition for the record (eg Lead) to dissappear. Only when the recocrd
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Associate Zoho Project with Deal that is in a specific stage?
Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
Is it possible to add a button that triggers a function or workflow in Zoho CRM?
Hello, I am looking for a way to add twi buttons in the contacts section (contact list). First button The first button should do a custom search (like the same you do with the custom filters in the left sidebar). But it has to be a button that searches
Notification of Approval Requests
In the approval process, the standard email notifications are not being sent to the account that received the approval request. Also, I cannot customize the text of the email. Therefore, please tell us how to notify the approver that the approval request
Quote line items: "Description value exceeds maximum length"
When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we
Secondary email to be default or CC in mass emails when primary is blank
The ability to be able to email to a secondary email address has become more important this past year. It would be helpful if you could have the email default to the secondary if the primary email is blank or have it automatically CC the secondary email.
How to make it to display stage specific note field for each stage within pipeline in CRM
Hi, Please refer to attachment for example For example, I had a pipeline with 4 stages. I had also created 4 new fields for user to input the note for each stage. In Kanban view, how to make it to display note for the specific stage only ? From the attached
Can't access custom Field in Ordered Products subform on Purchase Order record
Does anyone know why we can't access any custom field in the Ordered Products Subform via their API name in a Deluge Script? We can do it on invoices, quotes, and sales orders. Why not Purchase Orders?
Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
Create Deals from Leads
Hello, I would like to do the following: 1) An email arrives with one of the following keywords in the subject: Quote, Quote, Quote, Request. 2) I create a potential customer from that filtered email (Leads) 3) I create a quote with that possible client,
Is Zoho CRM for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Making daily MFA mandatory for users in our Zoho CRM organization.
This is something we haven't been able to figure out how to do. For security, we are required to impose: 1. Daily logouts, 2. Every logout should require MFA. But we haven't been able to figure this out entirely. We managed to access Zoho Directory, and
Locate Map button in CRM Canvas view
Hallo I'm creating custom views of lead contact and accounts using Canvas. How can I show in Canvas the Locate Map button that exists in the standard lead, contact and account module (close to the address)? thanks
Products data not carried over when converting Quote to Sales Order
Hello, I've edited the Products module to add some fields that we need for our Quotes. After that I've edited the layouts of both the Quotes and the Sales Orders so that they could make use of these new fields. Some of these fields are lookup-fields while
Opt out multiple email addresses in Leads module
Hi, In the Leads module the Email Opt Out field, will that only apply to system email fields Email and Secondary Email, or will it also opt out any additionally defined email fields that have been added to the module? Regards, Tony
does a pipeline only apply the deal module ?
I created a customized module in CRM， i found I can not set up a pipeline function in my own customized module
Schriftart open sans nicht für E-Mails aus Zoho CRM vorhanden
In den E-Maileinstellungen von Zoho CRM befindet sich nicht die Schriftart "open sans". Bitte hinzufügen!
Submit form and call phone number at the same time
We were wondering if there was a built in form that allows for the dialing of our call center once a user submits a form. Basically the user will fill out their information, click submit, and once they click submit it will dial our call center. Any
Changes to Terms and Conditions not appearing in the saved template?
Hi, I wonder if you can tell me what I'm doing wrong. I simply want to enter our Terms and conditions into the quote template. I followed the instructions here - https://www.zoho.com/crm/help/customization/special-fields.html This resulted in me selected
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