Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filtersProducts VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can usewhere do I find training
where can I find the tutorials for using zoho?Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"Sum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset orCan I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anythingWorkflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been receivedAn orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna PriyankaHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?Generating Pricebook for Distributor
I have multiple distributors with their own pricebook for my products. The pricing model is Fixed. I cannot figure out how to export the pricebook to give to the distributor. I've tried generating reports and I also do not see how to view it in the pricebookRedirect to Zoho One
Hi ， Why when I try to enter to crm.zoho.com. It will redirect me to zoho one page? May I ask how to setup if I dont want to redirect.what is the script to be activated after update the blueprint?
I need my client script to be activated after the user click the save button in Blueprint. I am using this configuration below but it doesnt activated as I want so what is the script to be activated after update the blueprint?Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arleneHow to add ( show ) the "Call" button for Deals module ?
Now that the "Send Email" button is live, can we also get the following buttons within the Deals module. 1. Call: This will allow us to click to call and we will be able to select which number we want to call. My design has more than one number on thePull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option toEmpty Blueprint Checklist, if required
https://workdrive.zohoexternal.com/external/a059ad42142ef8f184b6b00baa59bed5616fd9dd9eaa1682cac7d2e30f4f0f22Check data of subform with Client Script
Hello, I read in the this post its possible to access the data from a subform. I have a custom made subform in the Sales Order Module but just can't access the value of it. I get the API names with getApiName() done as the Docs describe. But not the dataSubform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so thatCannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!DESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimizationIntroducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement hasUpdate an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a SubscriptionDashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but onHow to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanksAutomatically save quote in PDF to the Account WorkDrive
Hello, To streamline our quote process, we would like to have the quotation we do in the module to be automatically saved as a PDF when the sales team is doing one of the following: -Export the quote as PDF -Send by Email to the contact For our quotesRicher search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. Planned Availability GlobalZoho Form submissions overwriting rather than appending Multi-Select
Hi team – I'm hoping someone might have a solution to an issue relating to Zoho Form submissions overwriting rather than appending Multi-Select properties in Zoho CRM. Basically, I’m trying to use a Multi-Select property to 'tag' contacts based on theirThe Email could not be fetched, as the mail size has exceeded the maximum limit of 20MB.
What good is the email section in crm if it can't upload an entire email for us to keep record of? Is there a way around this? Moderation Update: IMAP sync is supported for this case. As the issue may be account-specific, please reach out to our supportFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?How to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Create a rule that alert about lead / deal without pending activity
Hi all, Im trying to create rule that will notify to the lead or deal owner about lead/deal that the user didnt schedule an activity (thats the working flow..). I created rule that will notify the relevant users and i miss the criteria of "no activityTerminal display of portal site
When I try to log into Portal from my phone for testing, the design doesn't show up for the size of my phone and is hard to see. Is the design designed for PC size? How can I make sure it is displayed to fit a cell phone screen?Send Email Wizard - Any Plans to refresh the UI?
Hi, Is there any plans to upgrade the UI and UX of the email pop-up window? Moderation Update: I'm locking this post as the feature has been implemented. Please refer to the post below for more details. https://help.zoho.com/portal/en/community/topiRequest for Increased Login Limits or Alternative Solutions for Automation Testing
We are currently working on an automation project that integrates with Zoho through our custom plugin. Our automated tests involve logging into Zoho, interacting with the interface, and performing actions such as creating tasks or logging data withinGoogle Number
I would like to use my google number to call my leads on ZOHO. Is this possible? If so, how?Next Page
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CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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