Archived contacts?
Hello. I need to set some contacts as archived to not visible by searching, list of contacts in account etc. How can I do that?
Too many saved custom filters
I recently had a user who creates and saves many filters across many custom views point out that there appears to be an invisible cap on the number of filters you are allowed to save. If a user creates and saves more than X custom filters, they will not
Recalculate aggregated stock
Hi, I was wondering if it's possible to create a field that based on a list of related products, calculate the cumulative sum of all the products stock. For example: If I have a list of car brands, such as Ford, Chevy or Toyota, and I want to aggregate
email template user
I created an email template for a workflow to send a form letter to new contacts. I put in user.First Name; user.Last Name and user.Signature so that each email would be signed by the person who added the contact. When I tested it myself, it worked fine
Send Invoice by email on workflow trigger
Is is possible to send an invoice by email when an invoice field is updated with a workflow trigger? Chris
Gmail integration (not for free edition?)
I a beginner to ZoHo, but very familiar with salesforce.com. Is there a way to get gmails integrated into ZoHo? Is that feature only available with a paid subscription?
Setting Notes to View Recent First permanently
Is there a way for me to set up CRM notes to be view most recent at the top permanently? I hate having to select recent first every time I bring up a client.
Color Coded Labels
Zoho is far behind when it comes to the aesthetics part. Although Zoho Suite is super powerful and loaded with features yet the overall suite lacks the UX Touch. It kind of looks archaic. Hubspot, Pipedrive, Freshteam - all of them have realized that
How do I see that a scheduled task is pending?
I am trying to test to make sure a scheduled task will generate properly. Is there a way to see if a scheduled task is pending for a deal?
Copy Billing Address to Shipping Address does not copy "zip code"
Introducing Import of Users to CRM
Hello Everyone, Greetings! We are here with a simple yet productive feature enhancement, again! Thus far, users were added to the CRM system manually by the administrators. Also each user had to be assigned a role and profile to enable them to perform
History tracking for picklist values for TASKS
Is there any way for history tracking for picklist values for TASKS? This is essential for us - we need to know, what task stage took the longest, who was responsible and so on. I know it's technically impossible (I don't know why though) - but is there
Read only access to entire database, write access on records that they own
Hi, there, For certain Users, I want to make Read-only access to the entire database, write access on records that they own. Currently, I'm unavailable to find a solution for this one, any hints? Thank you very much
Society name not showing in search
Hello! When I'm search a prospect, it only shows the name of the prospect and no the name of the society (see below). Can you help me with this ? sorry for all the blurring ;-)
Unable to Access Emails in Zoho CRM - Saying IMAP not Configured but they are!
Hi In the recent few days we have noticed that we can not access emails in Zoho CRM that are synced through our Zoho Mail accounts. I have noticed that in Channels > Emails a message is now there that says: You are yet to enable IMAP for your account.
How can I send email automatically when activity is updated in Zoho CRM
I have a custom function that create a meeting and send meeting notification to the participants when a specific stage is reached in my custom module. When I update the stage in my custom module, the title of the meeting and its contents gets changed.
Custom view of contacts with information from other module
Hi, Maybe someone has a similar problem. We have some information in Product module. Every product is assigned to a company. Then the contacts are assigned to company (Contacts - Company - Product). So we would like to transfer some information (e.g.
Change default fields name
We are coming from Salesforce where you can rename default fields. They call it "LABELS". The fields name is internal and never change. What they show in the layout is the "LABEL" that can be changed for anything plural and singular as custom fields.
Change label for built-in field
Hi - we are new users to Zoho. We're in Canada and we have provinces instead of states like in the US and India so calling it "Billing state" is a bit confusing for our users and we would to change that name. Another example is your label "Billing code"
"Zoho CRM - Task Reminder Notification" Attention Zoho Users, Would This Be a Great Improvement? ? ? ?
All Zoho Users, In Zoho if you set Task Reminders so they remind you by Email, The Subjuect line of every Email Reminder is " Zoho CRM - Task Reminder Notification" Wouldn't it be a lot more informative if the SUBJECT LINE of the reminder was the subject
CRM Mass Email reports incorrect statistics
Upon sending a mass email, the Email Details report indicates incorrect statistics. For example, in the attached screenshot, 7 bounces are reported. When I click on the number 7, I can view the bounced email addresses. However, there are 19 listed. I
Unable to set business hours
Hello, I was trying to set the start of the week to Monday, company-wide. I found the tutorial that shows going into setup -> General -> Company Details -> Business Hours However, when I click on that tab, nothing happens. I have tried on multiple devices
Triggering email notification workflows after a custom function
Hi, We are trying to automate some (what we thought were) basic processes in our business to enable us to grow. We are wanting to trigger an email from the CRM to a lead, that includes by fields populated by a custom function (that pulls from our SQL
Tâches d'appels
Bonjour, Une question, je commence à travailler sur Zoho après une longue expérience sur Hubspot. Sur Hubspot je pouvais créer des taches d'appels qui lorsque je les fermais venais s'incrémenter dans mon tableau de bord. Visiblement aujourd'hui une tâche
Envío de formularios / Submit forms
Hola a todos/as! Es posible hacer un flujo, que cuando se de por ganado un presupuesto, se envíe al cliente un formulario o un link a un formulario? La idea es que el cliente pueda llenar una encuesta. La opción de satisfacción del cliente es útil, solo
Is it possible to get the number of territories expanded in our CRM?
Is there a way to surpass the 150 limit of territories?
Facebook connection in Contacts is rarely able to find my friends
For whatever reason, when I go into my contacts and click on the Facebook button to search for the contact, I am rarely able to find them - who are my friends on Facebook. I have connected a few people's profiles, but others, I just cannot find them.
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
New Charts introduced in Webform Analytics
Hello Everyone, Greetings! Webform is an interesting avenue to collect information from prospective customers and further connect with them. The webform analytics, have been extensively put to use to identify its performance and understand customer behavior.
Make reports fully editable after creation
It would be very helpful to be able to edit all aspects of a report after it has been created. For example, it would be great to be able to add a related list to a report later.
Exporting data from Zoho
How do you export just the data you have filtered in Zoho, each time I try this I get the same 3000 records, I realise that is the maximum number of records Zoho can export is the 3000
Mail Merge
How do you change a field status after MAIL MERGE has been send?
Auto BCC through Outlook
Is it possible to auto bcc all emails sent/received through outlook?
email not sending
Hi I am sending an email but its not being received? I've tested it a few times but its not going? I have sent other emails and they have gone but this one particular email isnt being received? tehre are 3 images but they arent large and ive reduced their sizes individually too? any ideas?
Zoho CRM: Reports Export
How can I export a report to CSV or Excel format, that includes all of the rows in the report and not just the subset of rows that show in the interface? Moderation Update: Our data exports from Zoho CRM underwent a massive upgrade increasing the export
Export Record Limits
How can I get around only being able to export 2000 records and import 1500 records at a time? Moderation Update: Please find below the revised limits for the Reports export. https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/cr
Suggestion: ask for confirmation before navigating away from workflow edit
Hi, I was halfway through a fairly complex workflow rule when I accidentally pressed backspace. It took me back to the setup page and I lost all my work:( Would be great if it could pop up a "Are you sure you want to leave this page? All unsaved work
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Is it possible to prevent a Potential from moving to next stage until a checkbox is checked?
For instance...we have a Terms and Conditions document that we require all new clients to sign. Right now we have to remember to send the document via Zoho Sign, and remember that it has been signed before we close out the Potential. Super ideally we
Set campaign member status for imported leads
Hello, I have a list of leads we received from a trade show. I want to import them into a campaign and assign them a member status. Right now it defaults to planned. How can I change this? There's no way to differentiate these new imported leads from
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