Google Number
I would like to use my google number to call my leads on ZOHO. Is this possible? If so, how?Webhooks Not Firing from Zoho CRM Properly
We are observing Webhooks not firing properly from Zoho CRM due to technical issues in Zoho's platform. The problem is that Zoho timeline reports the related workflow is running and that the Webhook call associated with it is also running, but our 3rdZoho CRM + Facebook Messenger
Hi! Planning to run one of these Messenger chatbots for my business https://botmakers.net/chatbot-templates/explore/manychat Looking to integrate my Zoho CRM with Manychat. Is it possible? Thanks in advance!Feedback for Meetings in CRM
Hello, We've been using the Zoho CRM calendar for 5 years now. There have been updates, but there are still some basic enhancements that need to be made to make the calendar work well for us: Remove the 50 participant max Add the ability to quick addCustomizable Predefined Fields language in Zoho CRM Webforms
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, certain predefined fields within webforms, such as captcha prompts, reset buttons, and some other fields messages, areHow to get zoho to stop automatically emailing me every time I change something?
It's REALLY ANNOYING!Formula Field "Email" Output or Allow Email Notifications to go To value from formula field
We have a formula field that will always output an email address from one of two other existing email address fields: However, when try to put use the output of this formula field in Email Notifications, it is not showing up: There needs either be a FormulaZoho campaign integrated in CRM
Hi I am using the Campaign module in Zoho CRM but i am wondering if its possible to print out the list of leads for the specifice campaign print out the list of contacts for the specific campaign have more than 10 leads or contacts visible change theIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationUsing nested IF AND statement in a formula field
I am trying to create a string formula to try and gauge how accurate our sales team are when they are estimating how long it will take to close a deal. If they are within the 14 day period from the closing date it should show "On Time". If they are outsideCustom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. ThanksPossible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.What is to be done when a lead goes cold?
If a lead does not convert into a deal for a long time, and there is no chance of that as well, what should ideally be done? There is no option that I know of to close or dump a lead. Only option is to convert to a deal and/ or account. If we delete theDifferent languages for clients using the CRM client portal
Hi all, I have a question about the CRM portal. Half my contacts speak English and the other half prefer Dutch. I have this preference logged in their account and I would like to present them a portal view depending on their language preference or atHow to use Leads module for target companies when no contact is known
One of our priorities for our CRM is to use it as a prospecting list for the companies we want to sell to. We know what the big buyers of our product are out there, and who would be dream accounts. At this stage of the process, we have no contact in theseRemove all of the junk data that comes with the trial
How would I go about removing all of the junk data that comes with the trial of zoho crm?Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone knowCustomizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show theNew Search UI
Just seen that the search UI has been updated.... I think downgraded is a better description though. Our customer information is in a custom module. If we search for a name, the custom module no longer shows at the top so you have to scroll... or do anotherHow to add a custom button the opens up "schedule a call" (deluge?)
I thought creating a custom button to auto open schedule a call would be easy, but not so. Can anyone help? Is there a function? TIACan we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}Outlook email integration in CRM - not all emails are shown
Hi! We have configured Office 365 in Setup | Channels | Email | IMAP Integration. The Emails from the inbox are sync and also matched to the correstponding leads and contacts. What we do not see are emails, which are structured in folders, as many ofTrack Email conversations by record in CRM
My organization is using CRM as a means of tracking litigation. It is imperative that we are able to keep track of email history between our lawsuits (Deals module) and any outside communication with counsel outside of our organization. We use a MicrosoftUsing BCC Dropbox - Retrieve Firstname and lastname
Hi, we tested the BCC dropbox function, but currently it is not really helpful. Is there a possibility to configure the BCC dropbox? We would like to - fill in the firstname/lastname fields if the email is defined as "Fname LName <something@somewhere.com>"Adding new Classification and Inquiry /Complaint type and New Agents
Hello Team, I want add new Business Classification, Inquiry/Complaint and New Agents for the new Business in our CompanyBug: Can't Customize CRM Modules
Has anyone else experienced the inability to modify CRM modules and fields. It just pinwheels. Zoho is working on it, but it is now day 2 and I still don't have access.How can we add products using a wizard?
Hi Team, I'm Darshan Hiranandani, planning to create a wizard for adding products, but we’ve encountered an issue: it seems we can't use the products module when designing the wizard. Could anyone provide insights or suggestions on why this might be theAdd sorting and filter for table "Associated users" in CRM | Setup | Security | Roles and Sharing
Hi, for a better overview in this security relevant area a filter for user status | confirmation status and sorting option by name | email adress is needed. kind regards Biocrates CRM TeamCanvas View for multple module
I have created a canvas view for the account module and lead module has account lookup. In the canvas view, I'm able to show general fields of associated leads, but can we get leads(associated/related items) and account fields visible on one page?Update parent module based on child modules
Hey, I'm sure there should be a way to do this, but I am struggling to find a solution. We have a parent module called Sites, and a child module called Plots. We are looking for a solution that would achieve the following: When all Plots belonging toBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Reordering Views
Will you be allowing the reordering of Views any time soon? At the moment, we're having to put numbers and letters to achieve this.Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fieldsWhat happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to updateClient scripts in subform fields
I am seeking assistance with implementing client scripts in subform fields within the Quotes module. Specifically, I need guidance on how to configure an on-change event that will auto-populate fields in a subform. Here are the details of my requirements:How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal', I use Zoho CRM Blueprint to qualify a lead to be aZoho CRM mail: Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM?
Hi. For the Zoho integration with email. Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM? For example. In my general email inbox I receive customer and other email not related to CRM or my business. SomeAutomatically assign Contact Roles to a Deal
Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? ThanksFYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)
Hi, Posting this to potentially save anyone from dealing with the same issue and missing outreach info. When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reachedNext Page
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Announcements
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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