Subforms? Customizing Record Detail Page Using Canvas Builder
When using the new Zoho Record Detail Canvas Builder I'm not seeing a place to pull in my Subform from my Record. Am I missing something or is that not possible? If not possible now, I really think that needs to be added in the next build to fully use
Looking for Zoho One Consultant (agency or freelance) US-based for contract work for CRM
Hi! I'm looking for a US-based consultant that can do basic startup implementation for Zoho One suite. Specifically right now the help I need is around CRM and getting basic processes with forecasting and closed sale reporting that incorporates recurring
Lost data in conversion process
Hello, I'm facng a problem because one of our users made a mistake while converting a lead, he didn't click the check box to create a deal, so he only created a contact and the other information was lost, is there any way to get back the data or prevent
Associate Existing Product to a Vendor
I see how I can create a Product within a Vendor's record but how do I associate a Vendor to an existing Product? The Vendor Name field is visible on the standard Product view but there doesn't appear to be a way for me to populate this. Thanks. - B
How to deal with Credit Notes in Zoho CRM
Anyone have a nice method for dealing this within CRM? You can invoice from it, but no Credit Note facility.
How do I add multiple follow ups to a contact?
I'd like to use activities to create sequences. For example: Day 1 - email Day 3 - add on LinkedIn Day6 - msg on LinkedIn if added Day 9 - Follow up email etc... I want to do this in CRM specifically. Is it possible to bulk create these activities for
Sales Order is delivered when converting to invoice
Hi, When using the function "convert to invoice" in the Sales Order, once the Invoice is created the Sales Order changes it's Status to "Delivered". IDK if this is normal behaviour or I'm doing something wrong here, but I would like the sales order to
Quoting for Upfront & Monthly prices
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add the custom (recurring price) fields in and show them on the quote pdf but I can't show separate totals for both my upfront costs and my recurring monthly costs. Surely, there must be someone out there that has managed to achieve this, one way or another?? I don't think I am the only business using
We might need a conditional formatting field?
We have created a section in the leads module called XYZ this section has several fields; four (4) Pick List Fields and four (5) Multi-Line fields. We want Each Pick Option within the field to have a weighted value that we can later sum. For example Our
Automating Emails About Subscription Expiration
Hi All, I need some help thinking through a solution and using the proper tools available through ZoHo. Our product is an annual subscription that an organization buys. We'd like to automate subscription expiration emails to go out to customers to remind
Preventing downloading of data
How do we prevent the download of data specially candidates section by all roles other than the Administrator?? I have a standard plan right now..
Zoho CRM - Finance Integration
Hello, I'm trying to use the Zoho CRM and Zoho Finance integration, but am unable to actually view the invoices when I click on the Zoho Finance module. In my Zoho Books, I have 22 invoices for testing, and can see "22 Records", but no matter what I filter
The Zoho CRM Webform does not display on my website correctly
Hi, I added the embed code to my Webflow website and the form if functioning correctly but does not display correctly when I change the setting to be left-aligned. It shows as top aligned. Clearing the cache does not work. Can you please have a look and
export more than 2000 leads
When trying to export my leads, I only get first 2000 records in XLS file. How can one export all data? Rob
Workflow rule for new call activity only
Setting up a new workflow rule for NEW calls only, there is a 'created or modified' option available. This suggests it would trigger the action for both new and update events? I think there used to be an option for created items only. When running tests,
Zoho CRM Reports contain Duplicate Records
A number of the reports generated in our CRM now contain duplicate records. I have verified that it is the exact same record appearing twice, not a duplicate or copied record. In a Potentials report, several of the reports contain multiple records that appear twice, but not all records appear twice. The data is skewed and I need resolution for this issue. Please advise.
Exporting Contacts as vCards
Hey guys, I want to export some of my Contacts to outlook as a backup. I think that i need to export them in .vcf but I'm not a 100% sure. Is this the only way to do it and, if so, do you guys know how?
How do i clear autoassigned territories?
I have noticed that if an account changes country and moves from one territory to another, the old territory is still assigned? how do i get rid of this old assignment? Stuart
Sync Zoho CRM contacts with mobile phone
Is there a way to sync Zoho CRm contacts to a mobile phone? I'm trying to understand if it makes sense to use Zoho as a single contact repository but if I can't access these contacts using the mobile phone (android) native dialer, then it is no use as
Copy or clone a Blueprint?
Hello, Is it possible to clone a blueprint please? If not, it does seem like a much needed feature. Simon
Converting from salesforce.com
I am thinking of moving from salesforce.com to zoho crm... I can not figure out how to import with the account/contact relationship intact. Has anyone any advice?
When sending email through MASS EMAIL , emails are not receiving and it is showing 0/100 % sent
I send email through 1 contact for testing purpose from MASS EMAIL and selected the template and sent the email but It has been more then an hour email is not received. Kindly let me know what is the issue but when I send email directly from lead the
Functions using Contact Roles and Mass Association/Disassociation
This is a two-fold question related to Contact/Customer Roles in relationship to Potentials. 1. Is the Customer Role available to use in functions? If so, how do you call that field (or what is its API name?) 2. Is there a way to mass associate/disassociate
If no reply from lead, send automated follow-up email using the same email thread
Hello, I want to contact my leads, but if they do not reply in X days I want to send an automated follow-up email. But the email should be sent as a "reply" to the original email so that it stays in the same email thread, which helps the recipient know
Lead History/Timeline
There is a timeline feature which shows lead history including when a lead is changed from one user to another. Is there a way to delete that on a lead?
Leads organization, adding multiple contacts per company
Hello, I have just started using Zoho CRM to find out if it useful for our organization. I have the following questions: 1. I want to have my leads organized by the company name not the contact person (Leadname). Can I switch this? If yes, how? 2. If
Difference between the usage of Blueprint and CommandCenter
Can someone precisely explain the difference between Blueprint and CommandCenter and why should we choose one over the other and in which case?
Mandating Products addition to Leads/Deals
One of the related list in our Deals and Leads module is selecting Products. I am not able to mandate selecting products at the time of lead creation/deal creation or lead conversion to deals as product is an external module and hence Layout rules/validation
CRM Lead Send Mail no longer opens a moveable email composition window
Recent changes to CRM have caused the Lead 'Send Mail' option to just open a static window which covers all the Leads details. It used to open a new moveable window so you could compose the email while easily viewing all the Lead details. Now you have
Inventory template HTML editor bug
Hey, whenever HTML code of an inventory template is saved, the whole code is wrapped in a new DIV element, so it just keeps adding up. It's a minor issue, but maybe you want to fix it.
a fix? Text in a CRM sent email are sometimes too small when viewed on mobile
The default email templates from CRM are not responsive (i.e. mobile friendly). If there is a lot of text phones will render the text as very small. A very unprofessional look. A possible fix is to add "text-size-adjust" arguments to a css style call
Can we add fields that are pick list and look up through API?
According to the zoho crm documentation the following fields are picklist, lookups or check box. Can we add values for a contact thrrought the api? what happens if a field contains a value that is not in the pick list or lookup reference tables? Lead Source Select the source of the lead, that is, from where the lead is generated. Pick list Lead Status Select the status of the lead from the drop-down list. Pick list Campaign Source Select the campaign related to the Lead Lookup Email Opt-out
Making records 'Read Only' after a Case is 'Closed'
We've just developed a Blueprint for our complaints procedure with multiple stages - of course every stage is locked until certain tasks / information has been inputted; that's until the stage is updated to 'Closed', at which point users can alter the
How to automatically produce a list of customers to call for service visits
I am trying to figure out how to automatically produce a list of customers for my sales reps to call each week. Its a very simple premis but I can seem to get it to automate on Zoho. We have customers that require a service once every year and we need
ZohoCRM Plain Text Emails strip Style info from header
1. Create new email template 2. Select "Insert HTML / Plain Text" 3. In the "edit HTML" panel add some style arguments into the header in between <style></style> just before </head> tag. p { color: red;} 4. Save 5. Open template all style info is deleted
lead link to contact
Hi Please help me i have problem. how to auto update Contact from Lead Data? Currently after user Submit Zoho form all detail will go to "Lead". i want auto update in "Contact" Thank You
Deals Help
Need some suggestions here, I have a magazine and trying to determine the best way to organize this. When we sign up a new customer they can choose to go with a 1 month rate or a 3 month rate (that is the max, after that we go back and determine if they
Bybrand now integrates with Zoho CRM
Hi, We are happy to announce that you can now manage your Zoho CRM users' email signatures with Bybrand. A few weeks ago, we launched the official integration of Bybrand for Zoho CRM (On Marketplace). With this, the companies using Zoho CRM daily for
Making photos bigger
Hi Is there any way of making the photos bigger in Contacts module? I am using the free version of ZRM. Rgds CK
Case Alerts using Email
When a customer creates a Case, it would be nice to have a notification/alert via email of such new case created. Is there a way to do this today? If not, are you planning on doing such an alert?
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