Organization Emails in Email History
How can I make received Org Emails to show up here?
Lead Owner Signature Merge Field
I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
CRM E-mail Sync from Outlook
We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
how to edit the converted lead records?
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
Zoho Bookings <> CRM integration
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
Mail Merge related Lists
When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.
I can not see Undeliverable emails from my Mass Email Leads activity in CRM
I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?
Workflow 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 CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
Connecting two modules - phone number
Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
Can you stop Custom View Cadences from un-enrolling leads?
I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
Advanced Deluge help needed with custom function and COQL limits
I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
How to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
Zoho CRM - Potentials Tab
Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
Notes Attachments
Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
Canvas: empty images
Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in
Page Layout- Horizontal Rule
When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields? I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section. If this is not possible, does anybody have any other suggestions on how to create this same effect? Thank you!
Currency abbreviations
Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings
Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
Adding hyperlinks in CRM emails time automatically
It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template. Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
How to notify all members on any updates to zoho crm?
Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes
Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience
Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup
Account Owner Field From Accounts Module to be Displayed in Contacts module
I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".
Cadence reports as front-end reports
Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support
Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
Removing Related Modules Lookup Fields Assignment / Relationship
Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this
Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
can I link a contacts to multiple accounts
can I link a contacts to multiple accounts
Open Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
Zoho Campaigns Event timestamps do not propagate to Zoho CRM
We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
CRM : Function to add user name to text field
I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
multiple contacts for one account
We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a
Reschedule Multiple/Mass Calls at Once
When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
A 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"
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