Column alphabetical
In my contact list on surname you can click the all icon to the right of surname and just view surnames starting with a particular letter. Is it possible to add this feature to a custom field column. Thanks.
upload data to Zoho CRM
Hi, I want to know how to upload the customer information from sql server to Zoho CRM ? and once any customer data is added to Sql server database it should show in ZOHO CRM as well.
Workflow automation on lead campaign enrollment
Hi Zoho, I was looking for a way to automate sending an email when a lead is added to a campaign. Whether I use the Lead module or Campaign module, I do not see an obvious way to do this. Appreciate any insights - thanks!
Workflow rule doesn't trigger via Zapier
I want to assign leads geographically. Lead assignment feature is not working for this whatsoever. Workflow triggers and send notification when a lead is created manually but not when it's created through Zapier.
How do Zoho CRM users deal with contacts who have left their jobs?
Let's say you call a company and find your contact no longer works there. Do you delete the record and lose all the history you had with that contact? Do you somehow tag that the contact has left? If so - how?
Contact Roles - How to Edit Picklist
I use the contact roles option in Potentials. After scouring every known Setup > Customization option, I cannot find where to edit the Contact Roles drop down list / pick list (Decision Maker, Developer / Evaluator, Purchasing, etc.).
Can I create customer-specific product information?
We have 50 standard products/services but we need to capture specific information about that product or service configuration for each account. For example, we provide hosted FirstClass software for 100 customers, and we have to record on which of 10
view event participants
Why can't I easily see the participants in an event? I add them, I choose NOT to send an email to them regarding the event. And then I can't find any history of their participation in the event? You'll see that I actually have TWO participants in this
Zoho CRM Audit Logs FAQ - Post your questions
Hello! Audit Logs is one of the important administration functionalities in Zoho CRM. Keeping the importance in mind, we have published several Q&A regularly. Now, we have consolidated these frequently asked questions and published them in our Zoho CRM
Addition of Service status filter under advanced filter
Dear All, Greetings! Advanced filter is an effective search tool present in the module view page. To enable effective filtering of the required records, the search criteria are categorized based on the fields, activity and the behavior of the records
Linking Lead Source pick list
The Lead Source pick list appears in both a Lead and a Potential, however, the values in each list don't match up. This is due to items being added to the Lead Source field in Lead but not in Potential. Is there anyway of linking the fields up so the
Canvas Open Activities: Allow Table Column Widths to be set to a Fixed Value.
Please allow us to set the Open activities column widths to a set value. That would be VERY helpful to our oganization. OR, have them "fit to text" so that they're only as wide as the text. Instead of averaging out all the columns to the same width.
Creating a contact list based on information in a related list associated with Companies
Here is what I have so far; 1. Contacts associated with Companies, 2. Related List info associated with Companies, I would like to generate a list of contacts based on criteria within the related list tied to Companies. I would like to be able to sync
Multiple Email Signatures in Zoho CRM. Would anyone else find this helpful?
I posted a feature request about this last year however didn't get a response. The reason for this request is quite simple. Early sales stage (leads, early stage potentials) I would like my mobile number (cell phone) to not be included. Just our company's
Items in picklist not showing up
I have a custom field that uses a pick list. When I go into setup all items are there but, during normal view they are gone. This in the potentials form. any idea?
Why i see buttons from Accounts in Activities?
I created buttons in accounts but these buttons are also available in activities? How to fix so i don't see and can't use them in activities?
Auto populate deal value for different products with different commission rates
Hi folks! Need some help here, was wondering if anyone is able to advise on this or point me to any solution. Thanks in advance! I’m a Insurance Agent, I distribute many products, all with different commission rate, depending on the product type and
No Assign Owner When Importing Leads
When I go to import leads I map the Lead Owner to the email of the person I want them to be assigned too. But when I click the next page I don't see a Lead Owner section that I can click on. So all my leads still have me as the owner when I want to make
How do I share my CRM calendar?
So, I create appointments linked to my Leads (I'm a real estate company and want to use it to manage my agents appointments with my clients). I don't want to pay for users for my agents since that's the only interaction they would have with the CRM and
Why can't I edit name using Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but for some reason it's not letting me select "First Name" or "Last Name" as the field I want to update. Any idea why?
Invalid client using postman
Hello, I'm having this error : "invalid client" while trying to get refresh tokens using postman. Could you please help me ? Thanks. Regards
Ability to move components in the dashboard.
I would like the ability to arrange the components in the dashboard in a similar fashion when you move components on the home page. Is is frustrating to have to recreate components in a dashboard just to change the order and view of items.
Installed extension permission
Hello, We only want admins to see and use installed extnesion "Shopify". In settings the permission is set to only admins (see attchment picture). But when a normal Zoho CRM user logs in, they can see the "Shopify" between the Modules (also on iPad).
Searching on date of Birth
Hey, we use the 'search bar' in the top right corner a lot. As far as we know, searching for dates (especially dates of birth) in the search bar is not possible. Is this possible? as many of our customers are identified by DOB. thank you in advance
Integrate Multiple Telephony Providers in a Single Organization
Dear All, Greetings! We have an exciting announcement with reference to telephony integration. Integrating telephony with our applications aids convenient communication with peers and customers. Once integrated, you can make, receive, and automate calls
Zoho preventing me from removing tag from a webform
I want to remove a tag from a webform but Zoho is denying to remove the tag even once I remove it and save everything. I go web forms, edit the webform I want, Next, Tags then delete tag and save the changes. Then go again and double-check but the tag
Is there anyway to either hide 'Upcoming Actions' in the Timeline or reorder it and move it below the 'History' section?
I have lots of scheduled workflow actions for various things at certain intervals in my modules and it has created a huge section that has to be scrolled down several page lengths on a record's timeline to see the "History" section which is the main point
Zoho Services Down: Can't email quotes, print email templates, do mail merges, push data to Zoho Finance
The joys of Zoho! Many parts of our system seem to be down at the moment and I'm unable to get in contact with Zoho CRM Support - No answer on chat - Support phone line does not even ring For the last couple of hours, none of my users are able to - Send
Import creates duplicates
We have email as the unique identifier. And we have a new list of people to import, however it is allowing duplicates in the same module we import to. This happens in leads as well as individuals. Its like it is not checking email and just imports t
I have created Zoho mail account and CRM account separately but want to merge under same Super Admin
I have been using CRM for sometime with my main business email address. I recently wanted to switch my mail to Zoho mail so I set up an account. When I tried to create a user with the main email address, it wouldn't let me as it was 'already in use'.
How to send emails through a "Deal" to leverage Templates - Adding Send Email
Hi All! In our CRM, Contacts get a Deal, which is the whole service we will provide for them. There is a BLueprint for Contact management (Contact Journey) and there is a different Blueprint for the Service we provide (The Deal Journey)). This is useful
Partial Billing Invoice
We are just setting up products in ZCRM so that we can start invoicing clients. Our business wins contracts that sometimes deliver services over a 6-9 month period. We bill portions of the full invoice as we deliver services - not all payments up front or after completion. What would the process be in the invoicing function of CRM? Can we receive partial payments and still have outstanding balances? Would we have to create seperate invoices? If we know what intervals we will be paid, can we set those
Phone format from 0012345678 to +12345678
Need to change all my phone numberbers starting with 00 to + so replace starting 00 to + or 0012345678 to +12345678 and similer for local numbers,starting with one zero: 010 to +10 or 020 to +20 Thanks WIlliam
Products to a potential
How do I use the "Products" section under the potential. I use and administer ZOHO for a sales team of 20 people and have been unable to understand what "Product" does under the potential. I do not see where this ties to anything. What am I missi
Why has it been 3 days without support for failed Mass Email and a failed EMail Relay?
3 days we have been waiting for this to be resolved. No Mass EMail and the EMail Relay fails. AND we have received the EXACT SAME FORM LETTER REPLY with Zero solution. What is happening there? Is ZOHO swirling the drain? We have since had other modules
Best Telephony Integration for New Zealand?
What voip do people use in New Zealand?
No email template statistics
Hi all After successfully creating a few Lead email templates and using them for a couple of months now, I would like to check the statistics, like opening rate or click rate. My problem is, there are non! Not even the count is correct. Of maybe 50 emails
I want to some modification in Calls According to customer requirement.
I want create new section in Call form and also want to create same field in with the same in two different section. For example:- I have to create Call_End_time in Calls from in reason for outgoing calls section and also create reason for incoming section
Field is not updating
Hi I have written the below code that will update a field with the remaining months left in a contract. Within Deluge i can get it to work correctly, I dont seem to be able to get the value to update in the neccassary field though. What am I missing in
Leads v Potentials
How are people using leads vs. potentials? Is "potential" a qualified lead? Otherwise they seem the same to me. Also, when I close a lead (won or lost) how do I disposition it so it no longer shows on the leads page? Thx!
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