Tab visibility - hiding Web Tabs
I'm creating a section of the CRM for our Finance team and they only need to have visibility of one or two tabs, however I can't hide the Web Tabs that have been set up via Customization > Modules and Fields > Web Tabs There's also other tabs like Forecasts,
mapping account field to sales order
We are trying to map some simple fields from the account record to a sales order in Zoho. Specifially, we are trying to map customer name, email address and phone number. is there a simple way to do this? Thanks
Zoho Support
How does one get attention to a support request if no response has been received?
Editing a Product Price at Deal Level and Keep Master Product Price
Hi, We are planning to use Zoho CRM for managing sales/events and PandaDoc for sending proposals. How PandaDoc works: - we create the deal in Zoho CRM. - we add Products to the deal in Zoho CRM. - we press "Send to PandaDoc" button (part of the PandaDoc
Is it possible to have members of the same team/group with different levels of subscription to Zoho CRM?
I have just started a FREE trial of Zoho CRM and am determining the levels of subscription needed by my team. For the sales team, a basic member is fine; but for our marketing team, I would like them to have a higher level subscription with the Social
I would like to ask about API credits.
I would like to ask about API credits. Are api credits consumed when communicating with the PHP SDK?
Zoho Canvas Layout Rule, Show and Hide Fields
Hello Team, Problem Statement:- We are using Canvas inside the zoho CRM & also using the layout rule, we are not able to Show and Hide Section according to condition. so anyone can help me for the same like who have the knowledge of zoho crm canvas view
Zoho is not loading on Safari
Within the past couple of days, I can not access Zoho from Safari on my Mac. I will get a page loading screen and then nothing more. It loads just fine on Firefox. Any suggestions?
Display Popup Window in zoho Crm
On Created record the popup displays with some message. I need a source code or any ideas
Cannot associate accounts to products
Hi there, In the products module, I am unable to associate accounts using the related list. It comes up with "new." However, in the accounts module, I can associate products using the related lists. Please help. Kind regards Sarah
Sync Outlook Contacts
How can I sync my Outlook contacts with Zoho CRM, so when I add or edit in one database, the change will be made in both databases? Note - I am using Microsoft Office for Mac software.
Multiselect to choose who receives email notification
I have a multiselect field to choose which email addresses to include in email notifications. Unfortunately workflow doesn't seem to recognize the multiselect for criteria. Is there another way other than to have a separate notification for each?
Some text input under Product Description cannot be seen
Under "Quoted Items", we have a long description under Product Name. When viewing on my desktop (windows), sometimes I can't see the text that's right at the bottom. I can see it on my mobile app. It happens with certain quotes; probably those with more
Large Forms Use Case
We have a site where we collect lots of form data on many forms. We'd like to come up with an integration solution that stores all of our forms and form submission data in zoho. What would be the best tool for this use case?
Adding split row in subform?
Hello, On the stock Quotes module there is a subform with a split row where the product name is a lookup field and immediately under it is a field looking up the longform description of that product. I'm trying to recreate this subform layout, but I can
How to report on Potentials that have changed to a specific stage within the last 90 days
I am trying to create a report that will show all potentials that have moved from any stage to a specific stage within the last 90 days. I cannot for the life of me figure out how to achieve this.
Mass Update - increase product price
Hey, is it possible to mass update all product prices to (i.e) add 5%? So product with price of 100, will have a price of 105, while products of 21 will have an updated price of 21. Thans, M
Mass Deduplication Question
Trying to transition to Zoho CRM from another CRM. I am about to import my leads from previous CRM. I see on the main menu screen for the Leads module that there is a deduplicate leads feature. It seems very limited. Only allows you to select from criteria
Formula Date Field Cannot be Used in Workflow
Hello all, I have a question and want to see if anyone has solved this or maybe I am missing something simple. I have a standard date field. I have a number field I have a formula field which is a date, that calculated a new date, by taking the original
Zoho Deal Structure for a certain business type
Hello there, I have a client in an industry that isn't quite good in terms of payment ethics. His process starts by signing the customer on a service agreement with a deal amount the varies in terms of paymetns, for example, could be a 10,000$ deal, that
CRM Circuits state problems
Hello guys, I was wondering if anyone else is facing some issues accessing values of states in circuits. in the first state i can access them through dot notation, but between second and third state it's not working. I have tried a plenty different strategies,
Attaching images to customer records from mobile
I'm having trouble attaching images to file attachment fields from the mobile app. When I select an image to attach from my library on my apple device using the latest version of the app and IOS the file attaches instantly, but when I try to open that
Mass Update Contacts to change related Accounts
Hi there, We have a lot of Contacts that were grouped into Accounts labeled by geographic area, but now we want to mass update those contacts into new Accounts labeled by organization. Since it's a sort from geographic area to organization, the Contacts are mixed in under each Account and need to be sorted. The problem comes in because when I sort and select the Contacts I want, click mass update, and try to update the Account Name, there is no Account Name field to select. Because the Contacts
Adding multiple extentions to one user
Hi, I am trying to add multiple extentions to one user, wondering if there is an option for it, Adding a screen capture to what i mean too Thanks in advence!
Feature Request: Send Mail button in Accounts
By he Grace Of G-D. Hi, In some cases, We need to send an email from the accounts module. The use case can vary. But, The Most common one that i come across is When you have Zoho Form integrated to an account, You have to send it from that module. Right
Zoho Forms to CRM - Field Mapping Multiple Contacts
Hello I am working on creating a form for referrals where a contact would provide the information for 3 different referred individuals. Referred 1 Referred 2 Referred 3 I want to then map each of the referred to Zoho CRM as a new LEAD tagged as a referred
Migrate Blueprints from Desk to CRM
Is it possible to migrate/export blueprints from Zoho Desk to Zoho CRM?
We're unable to process your request as there is an issue with Adam Smith's IMAP configuration.
Hi, I am new to Zoho. Sometimes inside email section I can see emails that are sent from account that we are using inside our company (from that account we are sending meeting invitations to our contacts). Inside emails section, I can see from which
Multiple databases under one account
Hello, I'm a consultant and work with several clients at one time. Is there a way to maintain multiple instances of Zoho CRM so I can maintain a separate database for each client? Thanks, - John
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. We are getting some submissions that are not complete (Like
How can we send an email template as an attachment from Zoho CRM without using any other Zoho products?
I designed an email template for a custom module. Now I want to send that email template to the user as an attachment with the click of a button, without having to use Zoho Workdrive or Docs.
Changing transition order in Blueprint
Hi all, I'm about to deploy a new deal blueprint in production and my sales guys are asking me if there's a way of changing the transition order as they see it on the deal:
How do you add tags to Contacts depending on the stage their Deal is.
We're looking to add tags corresponding to the contact associated with the deal based on which stage they are at in the process. For example, say we have 5 contacts in Stage 3 in Deals, once that Deal hits stage 3, then all the associated contacts within
How do I associate a new lead with a product?
I'm hoping someone can help me out. This question has been asked multiple times by various people on this forum, but I haven't seen a response. I'm trying to determine if Zoho is right for my organization. When we have a lead, they almost always are associated
How to create a Dashboard summary component?
Do I accomplish this with a hand-coded Widget?
How do we track the timelines of an opportunity through its various sales stages?
I wish to capture the date each time a Potential Stage changes. That way, I can analyze how long it took for an opportunity (Potential) to go through the various sales cycles/stages. We can also report across multiple opportunities. Perhaps this feature
Shared Email and Outlook Synchronisation
Hello, I am in the process of setting up Zoho for our small business but keep coming up against issues relating to how we manage our emails/tasks. I wondered if anyone can give me some answers/suggestions on how best to handle this? How we work: All our
Color Coding of Task in Task view, not only in module view?
see screen recording: https://workdrive.zohoexternal.com/external/18ab6e35d6be3677e8dcf2995c9258fe30b827f6a5c5ee5c5bb3137d35521833
Enable our web form to track Google analytics Data
Hi, I am using the Zoho CRM and want to track the traffic source information from Google analytics ( Traffic type: organic / paid / referral / Adwords) keywords / campaigns ) and record this separately within the lead description details as separate
Sort Leads by Scoring
Hello, we have been trying to sort our Leads by their scoring. In an older version of the Zoho CRM this was possible. Also in the provided video tutorial one can sort leads by scoring: https://www.youtube.com/watch?v=ZgRzjuqbWCw Now, however, this is
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