Anyone else having a sorting problem in reporting?
Right now my reports sorting doesn't work - Asc or Desc in the column headers just doesn't do the right thing. It essentially scrambles the whole list of items. Zoho told me to just "make a new report" so I did that and the same problem continues to exist.
Price Books
I know that as an Administrator I can set permissions by profile to the Price Book Module. My question is, can I restrict access by role to the different created price books. Example: Price Book - CS > Accessible only by CS security profile? Price Book
Remove underline of link in templates and signature
Is there a easy way to remove the underline of links in templates and signature in CRM? Thanks, Katie
Zoho CRM users that Spend a lot of Time in their Cars
Hi there, I spend a lot of my time in my car commuting between meetings and I have yet to figure out a good solution for accessing Zoho contacts while driving so that I can make calls on the road. I have Apple CarPlay and it does allow for RingCentral
Sending email from Potential does not update modified time
I am used to sort potentials by modified time. Sending email is definetely a time of operation that "touches" potential. So it must update modified time column so that potential sorting is right. What do u think on it, dear Zoho developers? Regards, Max.
CRM Charts - Underlying Data
If I have a chart on my dashboard and click on it, the information shown is very limited. Is it possible to customise what fields are shown on the underlying data?
Mail Merge and Multiple Contacts or Accounts
Occasionally, we need to print a list of contacts from an account or a list of accounts of a particular type with contact information and addresses. I would like to set up a mail-merge template that does this, but I can only get it to produce one contact
How to attach a pdf in an email - Zoho CRM
Hi, I have a campaign to request for a whitepaper and I want to link to that whitepaper pdf in the thank you mail I send. Unfortunately I do not understand how to do this, and were I need to store that file so that all people can access this pdf. Should
Can an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. Thanks
How to add developer not user in zoho crm not sure may be from zoho one
Hi, I am trying to add developer in our crm; but can't found the option . Willl you please help or guide us on that . Thanks and Regards, Sidhant A.
Listing "Last Edited Accounts"
Is there a way to list - via a specific view, the accounts that have been recently edited (I mean whatever field has been edited)? There currently are views for Week or Last Week new accounts, but these are for newly created accounts only, not for existing
accounts vs contacts
So contacts are people, accounts are like other companies and trusts and stuff (at least that's how we use it). i had a dumb office assistant for 3 months. She put several people in as accounts or as both. Its really frustrating because I can't get
Commission Rate
Hello, I want to know the function of "Commission Rate" on the "Products" page.Is there any calculation after inputing the "Commission Rate" field?
Sharing commissions?
Hi, I was wondering if there is a way to split commissions between 2 or more salesmen? I only see commission recorded when entering a product but what if I have salesmen with different commission %s or if 2 salesmen worked on the account and will split the it? do you have a solution for this? thanks in advance for your thoughts! Nadine
About Client Scripts
What are the two uses of this client script? UI.scrollTo('myElem') →What element should I specify for 'myElem'? UI.highlight('div1', {time: 1000}) →Where should I specify the element for 'div'? I saw the html in the chrome verification but could not solve
Create a product with variable date, like a subscription and send automation e-mails
Hi, I want to link a costumer to a subscription, but the start/end date for the subscription is always different. I also want to send automation e-mail (looking for an example) after i linked that product to a costumer and send an automation expire e-mail
ZOHO slow / spinning
Zoho seems to be very slow. It will not filter records and just hangs. What's going on?
Automated Email with Approval Process
Part of the approval process is setting up the emails that are sent to the approvers. Why is the system generated email still sent? Can this be stopped (see attached)?
Showing Potential fields within Deal in Canvas
In a specified "Potential" record I have a field called "Potential Example 1". In a "Deal" record I link a "potential" record as related with a value in "Potential Example 1". I'd like to display the value of this single field "Potential Example 1" inside
Merge Historical Data w/ Dynamic Zoho Finance Data for Table in CRM
Need: Single table in CRM Contact view that summarizes Invoice Line Items from Zoho Books and equivalent historical data from previous bookkeeping systems. Use Case: We are a direct-to-consumer ecommerce company. When a customer contacts us, we have a
Tags as Merge Fields for Email Templates?
Hi folks, I am using an email template and workflow to send internal email notifications to certain users when a record is updated via Zoho Flow, and I'm using merge field variables in the template for a quick glance at what data my custom fields contain.
task completion triggers the creation of a new task
Is there a way that upon completion of a task, it will trigger the creation of a predefined new task?
Parent/child deals
I have run into scenarios where I might have follow-on deal to an existing sold deal and I would like to be able to consolidate them deals similar to how you can associate parent child accounts. Is there a good way to do this activity? I know you can
CRM Canvas: snap to grid?
Very simple question: is there a snap to grid option in the CRM Canvas design interface that I haven't discovered? If it doesn't exist, is Zoho planning to add such an option? I'm sure it would end a lot of aligning difficulties. For people who've never
Refine lookup records easily with advanced filter options in CRM
Dear All, In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed. What are the enhancements?
A Way to Choose Which Emails I Want Logged
So I have the emails set up for all the employees that use the CRM, but my HR lady only needs to add a couple of emails for contacts, sometimes they email irrelevant things that we don't need to track on the CRM. Is there a way to do this? I don't even
Workflows for Tasks not triggered, when the Task is created using another Workflow
My client is using the workflows to automatically create Tasks for new Leads. Now that Zoho CRM supports workflows for activities and that it supports running workflows even when running Macros, why is it that the activities' workflows, which are to be executed when new Tasks are created, not getting triggered when new Tasks are created as part of other workflows? Usage scenario : We are using the Task workflows to synchronize the tasks with another application. In normal cases (when the tasks are
Deal report - won over 2 years ago but nothing won within the last 2 years
How would I generate the above report? I'm using the below and it's coming back with no results, which I know isn't right.
Enhance your CX using Zia's Next Best Experience
Dear Customers, Greetings! We are excited to present a new feature as part of Zia - Zia Next Best Experience, an intuitive tool that identifies the right means of communication and prompts you to take timely actions. Let's get into the details!
API name of a field
How can I find out what's the API name of a field and how can I change it? And also how/where do we control if field is available through API? I created a custom field that seems to be not available even though it used to be?
Zoho CRM APIs: The Ultimate Guide
Zoho CRM offers API (Application Programming Interface) that allows you to integrate CRM with third-party applications such as accounting, e-commerce, self-service portals, etc. At the time when you work with the Zoho CRM API, you must ensure that you
Anyone else missing Zoho One app switcher?
Anyone else missing the app switcher in the CRM platform? It's available in the other products (recruit, campaign, etc) just not CRM. I am pretty sure it was there yesterday. Maybe a bug, maybe not?
Zoho integration with Cisco UCCX
Hi , can we integrate Cisco UCCX with zoho ? do we require any connector for that as well ? Thanks Mansoor
User is being blocked in office 365 while Sending Emails Through Zoho CRM
Hi, We started using office 365 a few months back. We are using Zoho CRM, we have configured office 365 as IMAP in ZOHO CRM so all our emails are synced and we can send emails from CRM itself. We send one-to-one emails from ZOHO CRM and we are hardly
Suivi du multitouchpoint
Bonjour, J'aimerais des conseils au sujet du suivi du multitouch point En effet, nos prospects, partenaires et clients effectuent régulièrement des actions sur le site (inscription à un webinar, téléchargement de guides, …etc.) Chaque action de leur
Tracking of externally generated Links through Zoho CRM
Hi, I am currently trying to track some links that were generated externally. Each link has a UTM that I want to visualize as part of the information in CRM in order to identify where the link was accessed from. Could you please help me? Thank U!
How to automatically delete/clear a task
Hi Zoho Team, How to automatically delete/clear a task when the field/current state is updated in Leads? Thank you, Regards,
Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
ETA
Hi We are working with Zoho One and as a sales manager, i want to setup i way for my sales team to easily see the instalation process from the production team. it is possible to add a graphique like the one below which will fill up with workflow in each
Can I import Leads via JSON data?
We have a third-party Lead generator that we want to import leads from automatically. They say they can do it via JSON, but I haven't found anything that says whether or not that's a viable option for importing data. Is this possible? Currently we import
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