Adding Product Photos through Import or In Bulk
I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photosLog for Scheduled Reports
Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B andSupport for Sub-form Fields in Zoho CRM Webhooks
Dear Zoho CRM Support Team, We are writing to request a new feature that would allow for the inclusion of sub-form fields in webhook parameters when sending webhooks from Zoho CRM to external systems. Currently, when sending quote information via webhooks,Editing / Removing stages for pipeline
Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?Zoho CRM Analytics columns of row data
Can additional columns be displayed in the row data when viewing Analytics charts?Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link thatClone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.ZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see whereZoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?
Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient toZoHo CRM Outlook Add In
Is there a way to disable the delete feature that appears within Deals, Campaigns, and Accounts. I am very worried about implementing this Add-In for the fact that an accidental deletion could occur. Has anyone come across being able to disable? See attachment.Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanApproval processed - "Waiting for approval" state does not happen
Hello, Does someone know what could be the reason that an approval process does not work? watch this video: https://www.youtube.com/watch?v=rFOJgrmVcEk and this article: https://help.zoho.com/portal/en/kb/crm/process-management/approval-process/articles/add-approval-processAny way to schedule/queue specific fields to be updated on a specific date with specific values
Does Zoho CRM have any functionality (either now or planned), where after clicking "Edit" within a record and instead of "Save" there could be an option that says "Schedule Update on {choose date}". This would be similar to how Zoho Billing allows youCustomer Portal - Email and Notification to Customer on @Mention
In a customer portal, how to show to customer the Email "related list" of our correspondence with the customer? How to notify the customer when a crm USER posts an'@mention' to the external customer?[Zoho CRM Webinar] Kiosk Studio - Streamline frequent processes for your users
[This session has ended. View the webinar recording here.] Hello everyone, Every business, including yours, models its processes and customer data in its own unique way. To streamline business processes exhaustively, it requires significant time, technicalA couple of minor enhancements to Workflows
Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"Export Quotes to XLS
New to Zoho and giving it a try and have been very disappointed in quotes module. The latest shortcoming is the inability to be able to export a quote to XLS file. Is there any plan for that any time soon?How can i set an automation in zoho flow when module updates.
How can i set an automation in zoho flow when module updates and then send sign email to the selected persons that are included in form.Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainDeals not up to date for "Date of last action"
Hello, I am not a very powerful using ZOHO... I might apologize for my question. I used to have my main view for the "open deals" sorted by "date of last action" Unfortunately it seems that when I create de Quotation under a deal, this does not affectIntroducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,Contact card customization
Dear ZOHOsians I am configuring own view contact card and I this set up with single/dobule columns is not enough for us. I would like in one section eg. (written by lines) Name/nothing/nothing Street name/home number/local number postal code/city/countryhow to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.Adding details to Attachments
Is there a way, or can Zoho make a way, to add some additional fields to Attachments to make it more of a document register? eg. a field for 'Document Type', 'Document Description' etc We are using the sub-forms to record this, but only 2 sub-forms canLooking for Zoho CRM Expert for Montreal-Based Immigration Firm (Remote Opportunity) Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Service
Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Services, a well-established immigration consulting firm in Montreal. We have recently adopted Zoho CRM to enhance our operations and are lookingIn Sandbox there is no option for Cliq Notifications in Workflows?
It not only doesn't have the option to add new workflows with Cliq notification actions but does not show current actions already set up as such... As you can see in the image, my actions that were already there are gone but also no option to add CliqLookup field permissions
Hi there, we seem to have an issue with a lookup field in the Leads module. I created a new module, called "Bauträger", containing 1.000+ entries with basically just a name of a company in each entry. In the Leads module I created a lookup field to lookHow to update lookup data from a picklist depending on its status?
Hello everyone, I'm new to Zoho CRM and working on customizing it to fit my company's needs. Currently, I have a module called "Units" (similar to products) that represents the units available in a project (construction project). My deals are split intoReports function in CRM - display checkbox instead of True/False values
Hi there, I've created a report view, which shows a list of all records, and shows several columns of data for each record row. This is used as a workflow for my team. My question is this - one of the fields displayed in the actual record is a checkboxHow to map a lead Deal to a contact Deal.
I have leads that are mapped to a stage in my deal pipeline - Stage is IDENTIFIED. When they reach a score they are converted to a CONTACT. I have mapped the Deal for Leads, but can't seem create the same fileds to map in CONTACTS. I know that this setemail attachments in crm
Hi intially thought it was a workdrive issue but when we try to add an attachment to an invoice email from CRM-books we get this message. The file is not to big and we are confused. The request could not be authenticated as the authentication value youIntegration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf"Convert" action not available in Workflow Rules
I'm using Zoho CRM Professional. On this page, it says I can use a Workflow to automate lead conversion, but the "convert" action does not appear in the drop down menu : https://www.zoho.com/crm/help/automation/workflow-convert-records.htmlNotes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASECheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackclient script for RTL in modules
Hi, I'm trying to solve a problem. In Arabic and Hebrew, we cannot use the canvas option, so we can't design a module view. I saw that it's possible to add a client script that works like CSS. Is it possible to make all the fields RTL (so when I type,zoho crm lead status changed by itself
something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads orNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
Most Discussed Topics
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Subhash Kumar
Zohoboy