multi account login
Hi I'm working for 2 companies with 2 ZOHO accounts, how can i manage access to both accounts as well on the phone app and as on the PC? thanks, John
Validation rules for dates (after, before, other fields)
Hi All! Is there a way in which I can put in place a validation rule in a custom module, that would check that a date doesn't come before another date in the record? I want to put in place validation rules in a module with records that have 1 to 24 instalment
Due date formula
I am new to Zoho CRM and need some help with due dates. Is there any formula that you can use to automatically calculate the due date from the invoice date + a dropdown with different payment terms? Eg. Invoice date + 30 (days net) = Due date
What is most efficient way to sync new contacts from iphone into Zoho on daily basis?
iphone makes it very easy to add contacts from emails that are received but what is the solution for syncing new contact info with Zoho CRM without a full export/import migration exercise?
Lead Conversion - Contact with multiple owner/users
Hi, Is there a way when converting a Lead to add the owner of that Lead to the User field in Contact when the contact is already owned by someone else? For now the only option when converting is to change the contact owner.
Now, color code meetings in Zoho CRM's Calendar, list and related views (Feature released globally)
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
Color Coding for tasks and calendar
I think it would be very helpful to be able to color code tasks and calendar events by category. You could have for example 10 different colors and the ability to assign types of events, such as meetings, sales calls, etc. their own specific colors so
Drip campaigns - add/remove based on lead status in Zoho CRM
Hope I can explain this in an easy to understand way and if not, I apologize. So here it goes: I am looking to set up a drip campaign for leads that have not yet been contacted to go out in intervals based on the number of days after being added as a
Email Signature and Templates Problems - Please respond asap
Hello, We are having numerous issues with Zoho emails. 1. Signatures are not inserted into emails we send our potentials if we aren't using a pre-defined email template. We want our signatures to appear in ALL emails we send out through Zoho. How can we make this happen (and fast)? And there is no "insert signature" button we can press on the individual emails. We have to copy and paste our signature every single time. Not having signatures work unless using a template doesn't make sense.
Analysing Accounts' historical data within CRM
Hi, we have the following business use case: our B2B partners sell on our portal and we would like to trigger some actions based on their activity. E.g. we would like to receive a notification whenever the weekly sales of the given account falls by 10%
DELETED CONTACT LIST
I have accidentally deleted 100 contacts by mistake and there is no clear way to recover this emails. Kindly assist with you. Your interface is also so hard to use and one has to look for content which is not such a nice thing. I am close to giving up
find duplicates by 'name'?
Hi, We wantto clean up our CRMdatabase, and we discovered a lot of records of people who are moved, and therofore there e-mail, telephone number and company had changed, I'm suprised that it isn't possible find duplicates bij Name. How can I find all duplicates when it is'n possible to find them by name?
Retroactively running new additions to workflow (triggered on record creation), for records which already existed beforehand - best methods?
So we have a workflow that's triggered on record creation, where a simple function is carried out. We've recently edited this workflow so that on top of running that function, it will now also schedule further actions after 30 days, and again at 60 days.
Home Page: Display # of Days Current Owner has Been Assigned to Deal?
We'd like to view how many days the current "Deal Owner" has been assigned to each deal, using something that can be viewed on the "Home" page. All it needs is the deal name and days assigned to current owner. Is this possible?
Commentaries
Hello, I was wondering if you could please recommend me something. In the Zoho CRM, we have the Deals module. Is it possible here for multiple users to have an interaction, to leave commentaries for a particular deal? Or just input the information in
How to tag certain customers for events
Hello, What is the best way to tag individual people in ourZoho CRM to easily contact them for smaller events? We would preferably like a custom module where we can list attendees already in thesystem and easily send email correspondance from that module.
Ninja Forms / CRM / GCLID
Has anyone successfully implement a ninja form that will pass the GCLID to CRM? I've been working with a developer and we are both at a loss. As far as I know, we've followed all of the 3rd party forms documentation. Just can't get the data to pass. As a side note, I tested with a zoho webform and I was able to make it work. I just prefer the look and feel of the Ninja Forms better and I'd like to make this work before just bailing and using a zoho webform.
AI Features to Zoho CRM?
Hearing news of both SalesForce & Microsoft rolling out AI-powered features to their CRM offerings, I was wondering if Zoho had something of their own in their pipeline. Some of the most obvious items that AI could help with is 'lead scoring' & 'sales
Zoho CRM Contact photo
Is there a way of making the photo larger on a contact's page? and if not, is this in the pipeline for change?
A new Dashboard component in Zoho CRM - Zone Analysis
Hello everyone, Zoho CRM introduces a new dashboard component called "Zone Analysis" to provide more detailed analytical insights of business data. Zone analysis distributes the data into different zones which are created by taking the parameters in
how to get contact ID for custom function
I am going to create a button that call API from our app (3rd api). I want to pass contact Id and user email as params. I define my custom function as shown : contDetails = zoho.crm.getRecordById("Contacts",input.contactId.toLong()); paramsToPass = Map();
how to get PDF file from read stream end point
my webapp I create read stream endpoint url and use it in this custom function contDetails = zoho.crm.getRecordById("Contacts",contactId.toLong()); header_data = Map(); header_data.put("Content-Type","application/pdf"); file_object = invokeurl [ url
Is there a way to globally rename "Account" to "Business"?
I know it's kind of nitpicky, but I just prefer to reference Contacts by their Business rather than "Account". Is the terminology set in stone or is there someway I can rename the "Account" module to be "Business" and "Businesses"?
Any way to adjust width of stages in Kanban view on Zoho CRM?
This feature is available in Bigin so I'd assume it'd be available in the superior Zoho CRM product right? Doesn't seem like there is the custom canvas view for Kanban boards but I'd really prefer to not create an entire new layout anyway. Just need
Fields not syncing on Lead Convert
I have a field called 'Website' in Leads and the same named field in 'Contacts'. However when I convert a lead to a contact the info inside the 'Website' field does not show up in the Contact that is created. What can I do to make sure the field is transferred?
Zoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)
Data Sharing Rules Without Related Lists
Hello all, I have a questions to which I cannot seem to find an answer. It is not really clear to me what data will be shared under which option when using data sharing rules. 1. Default organisation settings - you can set to private, public read only,
Way to add title to Link (URL) attachment?
Hello, I'm trying to use the "Link (URL)" attachment type from the "Attachments" related list function in my Zoho docs - deals, etc. But I'm trying to link to docs that are in Sharepoint. When I do this, the link description comes in as "Untitled," presumably
Difference between Accounts and Contacts modules
What is difference between Contacts and Accounts in terms of module specifications? (I understand emails can be sent using Contacts only) Does anyone know if there are there any other unique/module-specific features?
incoming calls from phone system don't get assigned their allready existing contact
I have phone calls logged under activity with the syntax 'Created Inbound Call from 0xxxxxxxx to 1000' All I want, is that IF that phone ALREADY exists under a contact - it will appear under the field 'contact name' even better - that that call will appear under the contact as call event, automatically. It is impossible to receive a solution from zoho support - they simply either don't understand what I want, or ignore what I write in my messages. very frustrating. were still in the process of testing
How make CRM Outgoing Call using Cell with Twilio
Hi, could be a simple question but I couldn't find the answer so asking here. As a salesperson, I often need to call leads on the road and prefer to have the call go via my work number. Am I able to make an outgoing call from my cell via Zoho using Twilio,
API notification for Candidates data changing
Hi. I'm trying to setting the API notification to a custom url on candidate data changing following this guide: https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html In my request body I put this: { "watch": [ { "channel_id": "1000000012345",
IMAP mail through Zoho CRM (not Zoho Mail)
Ok this may be a stupid question but I can’t find the answer. I have setup my email through Zoho. I’m not changing the MX records, etc. from my registar…I just entered in my IMAP, username and p/w into Zoho…and it works. I can go to a contact…click
Canvas for CRM Calendar
Hi, My producers have been begging for color coded meetings based on the location field (FYI we have a custom location field because we have branch offices and no one ever types something the same, so we created a picklist). I could see how the new CRM
Is it possible to add a second page with Attachment file content in Inventory Templates?
Sometimes our Inventory Template needs to have 2 pages and the second page will be uploaded as an attachment to the record. I would like to add a file from "Attachments" to the Inventory Template as the second page. Is it possible to do it?
Can I recover the info of a field filled in Leads but is not in Contact or Account?
By mistake, I didn't notice that a field from Leads was not in Contacts nor Accounts, so I'm afraid I could have lost that info, and, well the Lead information is no available anymore :( Help, please!
Clickable Lead Link in CRM Email Template
I have a email template that alerts users of leads with a certain field value. I need to make a link in the email template that the user can click to open the lead. I can't seem to figure out (or remember) the correct way to do this. I've tried First,
Pipeline By Stage
How can I add the dollar amounts to the pipeline by stage funnel dashboard, and more importantly add the TOTAL of the pipeline somewhere on that dashboard funnel chart? I don't want to have to get out a calculator to figure it out every time I look at
CUSTOM BUTTOM ALERT ZOHOCRM
I'm creating a custom button. the function of this button is to check if email in Leads and Contacts has been filled. As far as I know Alert function can only be used in Validation Rule in ZohoCRM Is there any work around? Thank you for helping
How do I switch Super Admin Users in Zoho CRM
Hi How do I switch Super Admin Users in Zoho CRM? I found this link and did it - https://www.zoho.com/mail/help/adminconsole/roles-privileges.html I have now switched the Superadmin level here - but the Superadmin has not changed in Zoho CRM and I cannot
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