Zoho TeamDrive CRM Integration
Trying to come up with a better solution for managing files within our company. It'd be absolutely amazing if we could have a section in a CRM record for Zoho Drive. You can create a doc/sheet/presentation within their record. The docs belong to the record, so you can organize all of your files right in your CRM. Prefer to take notes in a Zoho doc? Have special pricing spreadsheets for certain customers? Want to keep all of your custom sales presentations in one place for that customer? It's
Enhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI component
Email parser - what a bliss! (Once figured out, of course.)
Discovered an email parser tool! I've been with Zoho for 2 years and only now found this nifty feature! Granted, setting it up took quite some time and effort but after a few hours, including creating a workflow rule along with an email template, magic
Sent emails not being delivered to IMAP sent folder
I have "Store Sent messages on the server" set but emails I send to customers are not being saved into my IMAP's sent folder. I need this functionality because I need to some times confirm messages are being sent out without having to go into CRM. Please
Select the Contact view that synchronize with Office 365
I really would like to be able to choose the Contact view that synchronize when integration is configured with Office 365. Currently, it synchronizes only the "My Contact" view but it doesn't reflect most of the business needs I see since there are often
Layout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Need to add monthly deals
We do software development and with that we do hosting and SLA work where the client signs an SLA contract to pay x amount per month for 6 or 12 months. Can someone please tell me how to put that into ZOHO as a deal - or do I have to add it in manually
Rounded Pricing when Working in Multiple Curencies
Hi, I'm setting up Zoho CRM for our company. We currently have 3 price books, in US$, Euro and GBP. Our products are priced with rounded numbers, e.g. £3,900 = € 5,000 Zoho uses a base currency multiplied by an exchange rate, so I cannot achieve rounded
How can I make a recurring potential?
Hello, We'd like to be able to track monthly recurring revenue by having a potential in the CRM that opens and closes each month (or year, or quarter). Do you have a feature to be able to do a recurring potential or is there a way I can use the software
Account Page blocked as virus
We are unable to access our account records - we are being blocked by antivirus to accessing the accounts - we can access the contact but not the account. We are not disabling our firewall this is something on your side. Please advise. Leah Edwar
How can i make a connection between zoho crm with zoho workdrive
How can i make a connection between zoho crm with zoho workdrive As i couldn't find the option of zoho workdrive in the connection as attached. Thanks, Sidhant A.
Duplicate a field in different modules in Zoho CRM
My question is: In Zoho CRM as I create a field in the Projects module and the field turn to double in the Invoices module, and that its content of this field is reflected in the two modules Projects and Invoices. This can be done or not?
Zoho For Small Company Cost
I am from 3PL Solutions Group a UK based third-party recruitment agency. I want to ask what is ZOHO CRM monthly cost. You are giving any concessions etc.
How do I delete a task in Zoho CRM?
Hello, I am trying to delete a task in Zoho CRM. I can see how to mark it as completed or deferred, but how do I actually delete it? Thank you, Stephanie
Help: Pick List limited to 500 options
Is there any way to have more than 500 options/values for a Pick List? I want to use it so that it stops spelling mistakes and typos, and creates a standard list of options. My only problem is that I have thousands of options and Pick Lists only allow
how to check how many times a rest api function run ?
Calling Functions using REST APIs i want to know where i can see the graph of restapi base function and also see the log , to check why that function failed. i can see in the audit log that my function failed but don't know the reason why its failed.
"Quantity in stock" to go away !
Here is my problem. We own a software company and don't need to have a quantity in stock field, as everything that we do is electronic. I have been running into the Problem and having to add different quantities in stock to allow the invoice and quotes to sent. Is there a way to make the quantity in stock and the quantity in stock fields go away?
Archiving accounts in zoho CRM
In Zoho CRM can you archive an account or do you just delete it?
Zoho for Yacht Brokers ....
Does anyone want to write a CRM overlay for yacht brokers? I would love to help. Yachtbrokers have nothing in the realm of CRM software. My firm has 117 Brokers. If anyone has something good for real estate its very similar. I would love to help.
How to Associate Contacts with Accounts - Bulk
As we move to an ABM strategy we have found the need to track Companies rather than individual Contacts. Currently, we have countless Lead contacts with multiple contacts per company. I would like to find out how we can organize and shift all of our contacts
Demote button
We have inserted a button in the contact module which calls a deluge function. The function is designed to demote a contact that is no longer active and reassign it as a lead. The function's script is below but for some reason it doesn't appear to work.
Need Consultant for Firm
Good Morning Zoho Community, To make a long story short, my firm used to use Zoho but there wasn't a lot of buy-in from staff. I am looking to revitalize our business development efforts and having a CRM system would make things a lot easier overall.
E-mail Alert for notes added by other users
I know that you can not setup a workflow for notes added to an account. But is there a way to setup an e-mail alert when a new note is added to an account when the person adding the note is not equal to the account owner? Example being, ABC company is
Zoho Books, Related List for CRM cases
We’re transitioning to zoho finance Currently we use CRM and relate CRM cases to CRM sales orders. We want to link a Books Sales Order and a CRM Case and Books Contact to their CRM Cases How would I go about relating a books sales order (and it’s invoice)
Postcodes for Sales Territories
Hi We use Postcodes (We are a UK Business) for our Territory Management and have encountered a problem that I am hoping someone can help with or advise a workaround for. If a lead is in Newport in Wales with a Postcode of (NP) it puts it into 2 territories as it also pulls back Greater London as the lead territory (Postcode of N against it) so I have ended up having 2 territories against the lead. I am using 'Starts with' and have listed all the start of postcodes ie N, NW, KT etc for the Greater
mailer1.zohocrm.com
Hi Zoho, Good day. I just want to verify if this is a legit domain under Zoho. One of our client received an email from this domain mailer1.zohocrm.com. If yes, may we know what is the role of this domain. Thank you! Best Regards.
Rating the Calls
Hi, i wanted to know if there is any option that after my salesperson ends a outgoing/incoming call with a lead or customer, the salesperson can to rate the conversation with stars from 1 to 5 or another way, but i want to give my salesperson rate scale
Dialpad Intergration
Hi All, Previously I have had Dialpad intergration working correctly, records would transfer etc. I have come back from break and now Zoho and Dialpad are not playing nicely together. Whenever I try to re-authorise Dialpad to talk to Zoho CRM I get
How do i add 'Sales Trends' to my CRM homepage?
When i add components to my CRM homepage i can select from most of the dashboards listed in the analytics tab, but not the 'Sales Trends' dashboard... I'd like to add, for example, the 'Deals Closing By Amount' trend/anomaly chart to my homepage as a
Copy Address buttons
I’m new to Zoho CRM and having a little difficulty configuring Addresses The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead import stage. In the first instance, the Physical street Address is the most important as Sales staff will generally need to go to this address to meet the prospective Client On conversion of the Lead I need the following to occur: In Potentials (Opportunities) I need to display · Physical Address
Integration of Google Analytics data within Zoho CRM
Hello everyone, When I used regular Google Analytics code prior to Universal we tracked the traffic source information from Google Analytics on source, medium, term and number of visits. These details were recorded separately within each lead page. How can I develop the same with Google Universal Code? Many thanks for your help!
Custom Lookup for Tasks
I've changed the vendor's tab to a time sheets tab. I want to keep track of time related to tasks. But, when I create a custom look up field, I can't relate my time sheet to a task because tasks are not included in the look up field. How do I add a custom look up field so that I can relate things to Tasks? Thanks, Jordan
Add multiple phone number to a single Contact
Hello, To my knowledge, in "Free" tier Zoho CRM account we can add maximum 2 phone number to a particular contact. Is it possible to add more than 2 phone number to a partiular contact? If so can you mention the method? Does CRM Plus/Enterprise account
E-mail, Phone and more fields not show in other modulo
Hello, when i search a contact in other module like and i put a contact what he have an e-mail and phone on the contact module, when i put the same contact the fields like e-mail and phone not show the original infomation. In 4 weeks ago this information
how to send mass email to the proper people
I have an "Account name" titled "All Shoppers". I want to send emails to everyone in this All Shopper group, using their first name, but cannot see how to add this group and their first name using the # sign as is shown in the instructions.
May i know the links of material of learning zoho CRM from beginner to expert .. it may be books, links of codes , Youtube links ..
May i know the links of material of learning zoho CRM from beginner to expert .. it may be books, links of codes , Youtube links .. Thank you, Sidhant A.
Workflow update a field based on another field
Hi there, I am trying to set a workflow to cater for the following scenario. I have 3 fields in one of my form layouts: Start Date Active Period End Date I want to set a workflow so that on Start Date/Active Period edited, to set the End Date to Start Date + X days, but it seems currently not possible and you can only set a Date field to a specific value or an execution date?
Call Recording
Hi we use Ring Central phone system and phone bridge from CRM and would like to attach the recording of the call to the closed activity record on CRM. Is there a way?
Approval Process - Forcing Editor to answer bespoke questions after approved.
I understand that the approval process, does not allow the "approver" to edit the record which is locked. Only once the record has been approved, can it be edited. I have a requirement where an "approver" will look at a record and either "approve" or
Workflow Rules - Email Notes Alerts
Hi Guys, Trying to set up an email alert/ work flow that will send an email when a note is entered against an account and/or contact Could you please advise how to do this? Andrew.
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