Contact changes companies
What do Zoho users typically do when a contact working for company A leaves the company and goes to work for company B? 1) Create a new contact for company B and keep the contact record for company A? 2) Create a new contact for company B and delete the contact for company A? 3) Other option? Currently, I use option 1 and when I search for the contact name it comes up twice and I'm not sure if I'm being directed to company A or B until the account record opens.
Favorite Save locations
When I save a document that I create in Zoho, I can save it to a cloud drive service, like Google Drive which is great. However, the location I save my files to is about 6 folder levels deep and every time I want to save a document " Save to other drive"
Disappearing emails - Reply not working
Hi, I am having an issue with zoho when responding to emails on profiles and the email doesn't open or disappears when clicking "reply". The email also does not open in drafts as I checked this. This randomly happens on profiles, and if I reload the page
Formula - Return Text
Below is an image of a cutout from my 'Deals' Module of some of the data we capture. I want to know if there is a way to insert a formula to automatically drive the "Submission Status" field. Right now it is a drop down with three options, which are "On
I want to specify the creator of Deals in the API or PHP SDK.
Hello! I have a question regarding Deals in CRM. When creating Deals from the API or PHP SDK, the Deals are created in the name of the person who issued the refresh token. Is it possible to specify the ID of the creator so that it is not the person who
Webhook trigger in Flow not triggering Workflow rules in CRM
Hi all, let's see if anyone can help. I created a Flow (details below) whose trigger is a webhook. That webhook is pasted to all Elementor web forms in our Website (Wordpress) . The leads get created with no problem in CRM after every submission but they
Zoho CRM calendar not syncing in Outlook
Hello, We have a couple of users (2 out of 59) that their "Zoho CRM Calendar" in Outlook is no longer syncing with "Zoho CRM calendar" in the CRM. In short they added their Zoho CRM celendar to Outlook where they can add an event but it's not showing
Auto Number field dependency
Hi Zoho! Is there a way to map an Auto Number field. I did this with text and number fields but now, when converting Quote to Invoice, I need to copy Quote number (Auto Number field) to Invoice. I tried creating a new integer and text fields in Invoices
How to change MODULE NAME to match what's "Displayed in Tab As"
I'm looking on how to change the Module name to match the Displayed in Tabs as. I've also created new modules and their Modules Names are "CustomModule1" & "CustomModule2" Thanks SC
how to change an account into a vendor ?
Hi, In email we have the possibility to add the contact to the CRM but there is only the option to have it as a contact for an account. Is there a way to change that after so that the contact is associated to a vendor ?
Can we hide standard CLONE button from Deals record detail page?
I want to show the standard clone button only to my Administrators, but I'm not able to find any way to achieve the same. As there is no direct option to manage the access and visibility of standard buttons. Also, there isn't any way to hide it from the
What do people do with contact information for customers who are no longer at their companies?
I have many accounts/customers who have had frequent turnover and the email/contact information is old and out of date. Do people delete old contacts or are they saved/turned off elsewhere so the old emails can be viewed?
Zoho CRM use an external DB to synchronize Zoho
Hello, I want to store all my data into a private DB. So I'm wondering if Zoho CRM can connect to an external DB and everytime (with a cron?) tell Zoho to synchronise its own internal DB.
New enhancements in Zia
Dear All, We hope you are well! We are glad to present a few new enhancements in Zia that will help you organize, measure, and scale your business activities. Let us get into the details! Following are the enhancements we have opened for all users: New
Trigger a dialogue when a contact record is viewed
Hi We want to remind our salespeople to update a contact's information when they look up (ie view) their record in Zoho. I see that this may be achievable using client script, but can it be done in the standard contact view screen? Is there any way to
Feeds in CRM not working
Feeds in CRM seems to never work for my organization. What can we do to fix the problem? It always just shows a loading page like below (with the circular arrow rotating over and over):
How do i view first name and last name separately in leads detail page instead of them being merged into "Lead Name"
thanks
Confirming Forwarding to my BCC Dropbox with Gmail Forwarding Filter
I want to automatically forward emails from a company email account to my bcc dropbox, but in order to do so, I have to confirm with gmail with their emailed confirmation code. Where can I find this confirmation code?
Tracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when created
How to add custom formula in Zoho CRM Dashboard?
Hello, I want to know how to add custom formula in Zoho CRM Dashboard? I have a component that says Number of leads. I want to calculate a formula based on this number. How to do that in Dashboard? Thank you.
Price Books: Want to combine products for total count to calculate discount
We offer multiple flavors of a product and want to add up the number sold across all versions for price book discount calculation. Currently the price book calculates the discount separately for each version of the product, even if they are just minor
Make notes mandatory
Hi all, Is there any way to make a CRM user come back to a record that is already created and make them input notes? Example: after a meeting. I tried with a workflow, but it's not possible to use notes or description as conditional. Any ideas welcome.
Check For Leads That Are Already Contacts
I have many leads I need to import but also need to know if they are already existing as leads/contacts in our ZOHO CRM systems. Is there a way the program can make sure not to put redundant leads into the system. Thank you.
Scheduled reports are not consistently sent
I have created scheduled reports to go out ever Friday, the reports are not doing that. When I go in to Zoho on Monday, I am unable to find the reports at all, all I see is "Try New Version" of the Report module. And only when I click that I want to try
Add Custom Signal Notification Zoho CRM
Hello All, so today we are come up with Custom Notification in ZOHo CRM by the Deluge Language. Problem Statement:- Suppose you sent a contact by the zoho sign using deluge script once it will be sent then User will be notify by the Signal which we have
Web to Lead Form?
Web form to Lead CRM??how to do this? and email verification? Thanks!!!
Books Purchase Orders in which related list or module ?
Hi, We have integration of Zoho Books / Finance in CRM. I have 2 questions about the purchase order entry in Books related list. - Zoho Books is correcty available fully in CRM in is own tab - Estimates, Sales Orders and Invoices are available in the
Remove Attachments but Keep Emails Entered Using BCC
Hello, I received an email stating that we were reaching our total Storage quota on our Zoho CRM account. A large majority of this usage is due to a user using BCC to enter emails that have attachments. I would prefer to keep the email histories, but could do without the attachments to free up space. Is there a way to bulk remove the attachments from a user's emails, but keep the context of the email chains? I would prefer to not have to do this record by record. I was unable to find a solution
Leads iPhone App and CRM
I am scanning business cards and QR codes in the iPhone app. Does this automatically sync with my Zoho CRM account?
Issued refresh tokens overview
please accept this as feature request / suggestion: I'd like to have an overview of generated valid refresh tokens in my infrastructure. currently I am not aware of either an endpoint nor UI for such an overview and while I can revoke an individual (refresh)
Workflow on Record Owner Sending Email
I'd like to update a datetime field in the Leads module when the record owner initially reaches out to a lead via email. We have some automated emails being sent out from the organization email, so I can't trigger a workflow based on the first email sent.
Educational Consultancy Software
Hi I started customizing Zoho CRM for the Overseas educational consultancy business. But I got stuck in the middle and I thought that this is the right media to raise my question. I created two customer modules - University and Documents. I linked both
How to implement Pipeline substages
I inherited a 35 stage pipeline. I want to shorten it. Many of the stages do help any given person manage their task list, on a per-Deal basis. I need to retain that general idea. My colleagues love the Kanban. For them, it's all about the Kanban Blueprint
Changing Template Table Border Colour
Is it possible to change the border colour of tables when creating a template? I'm working on a quote template, and the default border colour is this terrible off-yellow. I just want the borders to be black. How can I change the border colour?
Minor enhancement in sending surveys via Zoho CRM
Dear All, Hope you are well! We are here with a quick update on Zoho Survey-CRM integration. Let's get into the details! Survey is a great channel to obtain information from your prospects and customers in one go. Business activities like lead qualification,
Mass Import Company Logos
I have an excel file that contains URL's to company logos. Is there a way to import this list into Zoho CRM so that the URL to the company logo updates the image on the account ?
A working GMail integration
Hi @Zoho team, is there any plan to build a proper Gmail integration with Zoho CRM? To be honest we feel a little mislead by your website that you integrate with Gmail, since the integration is limited to say the least: 1. The Chrome extension allows
Email Signature Images Not Displayed Correctly In Outlook Clients
Hello, I already have an open support request, however curious if others have experienced this issue: Regardless of how the image is inserted into an email signature through the CRM, upon opening the sent email in an outlook client (desktop or mobile)
How to make web tabs available to non-admins?
Hi, I'm trying to make a web tab, Mailchimp, accessible to a non-admin. I see from this article: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-modules/modules-an-introduction/articles/web-tabs#Activate_Web_Tabs that by default,
Sale Order Email Alerts inclusion of Product Details to Customer
Dear All, we like to send Sale order email alerts inclusion of Product details to the Sale order owner and Customer. Please guide us for the same. we cannot use html custom function as email alert should be dynamic as per sale order customer email id.
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