Is it possible to map the Deal's name when converting a Lead?
Hi, We know we can modify how the data in a Lead is mapped when is converted to a Contact and a Deal is created. However, the name of the Deal is always the name of the Account generated. Can we use the name of another field to generate the name of the
Role Based Discounting Rights
Hi, I'm facing trouble with setting up a role-based discount limit for the users of the CRM. Though the approval process lets us define it based on few conditions along with creating new fields in the module towards the end the users still are allowed
Duplicating Accounts for Different Sales Teams
We recently acquired a small company that operates in the same sales territories as we do but with different product lines. This means they are calling on the same accounts, and potentially the same people, but I need to keep their ownership of the account/contact
How to get current page URL of entry in Zoho CRM?
Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!
Popup asking for picklist input if boolean field is true?
In LEADS, i'd like to have a pop-up window appear requesting input for a value on a pick list field if a boolean field is selected/true. How do I do this? The boolean field is called "Made Contact with Seller" (when checked) Picklist field is "Plan for
Custom date field -- auto update with zoho.currentdate via workflow
I have created a custom date/time field "Date_Created" and I am trying to write a workflow that autopopulates with zoho.currenttime. its not working. I created a workflow to be triggered when a lead is created and custom function SetDateCreated() leadIdStr
How do I change mouse-over information?
Hello, Screenshot is below. As you can see, there are a lot of Account Names with the same name. I'd like to make it so that, when I put my mouse over it, it displays the State instead of the website. I've been having trouble finding where to make such
Macro or Workflow Rules
If there is a scenario where we set up tasks for future dates... 1. Intro email 2. Attempt Call follow up 3. Leave voice message 4. Follow up email. ... and so on.. However, if we connect with the person at stage 2 or 3, is there a way to automatically delete open tasks with one button. Is that something that a macro can do. I know a macro can set up the tasks. Or can a blueprint process delete task?
Automating deal name on conversion
I'm trying to figure out how to automate the deal name when converting a lead to a deal. Right now when I convert a deal it automatically fills in the deal name with the lead last name. I want the format to be 'lead last name' - 'project title.' I tried
Edit email template when previewing
Is it possible to make changes to an email that has been created via a template? For example, I may want to use a template but then add a bespoke paragraph for this particular contact. I would expect to be able to do this during the preview.
Email Preview option - When is this being implemented
Hello, I just wanted to check and see when the option to Preview Email will be implemented? Any general plans on releasing this? To save time, I use merge fields for Prospects Names and Business names. I use them so I don't have to type out or copy
Preview of merged Email(s)
It would be absolutely necessary for me - to preview a merged email after the merge before sending - to check for possible problems. This is possible in almost al merge applications I use like MS-Word, Groupmail... It is extremely embarrasing when
Email Preview option
Why doesn't Zoho have the option to preview emails? I use the Merge Field Value's quite a bit so I don't have to manually type in Lead's names or Business names. If one letter is off by an accident, it throws off the Merge Field Value and I look disingenuous.
Is there any way to preview an email created by a template prior to sending?
This seems like it should be a no-brainer. On this same subject, it is possible to automatically cc the sender/owner on the email to ensure that there is tangible evidence that the email was actually sent?
Zoho CRM: No de-duplication feature
Attachment below. (I covered up the contact info and stuff) In my contacts, there are a lot of duplicates. Supposedly, there's supposed to be a de-duplication feature, but I can't seem to find it. How would I do this? Thanks.
Zoho CRM Lead Conversion Analytics
Hello, As you can see in the image below, we use the Funnel Style component in Zoho CRM Analytics to acquire Lead Conversion Percentages. However, the issue we are experiencing is that we are unable to compare Lead Conversion Percentages among our CRM
update Lookup field with excel sheet
Hello, I want to use excel sheet to update lookup field. the data in the sheet matches the records-name in the connected module. but still I can't import the data, is there any conditions to fill lookup fields using excel?
template folders?
In the Professional edition of Zoho CRM - will i be able to make new customized folders in the templates module?
Adding multi-select lookup for Accounts in Contacts
Hi I would like to keep track of the previous employers a contact has been with. Ideally it would be a multi-select lookup in the Contacts module selecting from the Accounts module. The problem is, I don't see this option in Zoho CRM Enterprise Edition?
CRM - Product and Territories
Hi All, Is there a way to associate products to territories, as a global business we have a lot of products with different variations for different markets. So ideally I would like to make EMEA products only available to EMEA users etc. I have had a
Workflow automation through data import
Hi everyone, I hope someone can help me solving this problem. I have created a workflow procedure, so everytime that a accounts' field is modified it will trigger a task to do. I have thought to modify that field through an account import to Zoho, meaning
Why can't workflows be triggered on Import?
When you import leads (using Migrate from Other CRM) it would be nice if they could trigger a workflow. They don't currently. Just to note... They do trigger workflow when a lead is created through the interface or through the API (using wfTrigger=true).
Free version limits
I'm a new small business trying to get the company off the ground. The comparison chart shows everything I want to know about the different CRMs. The only thing I can't seem to find is if there is a record limit on any of the versions from free to the
How Long Will It Takes to Re-Activate Accounts?
Hello! Previously, my subscription has been downgraded and all my registered user accounts have been deactivated due to payment is processing. However, my organization has completed the payment and currently waiting for my ZOHO return to normal state
Condition using ${NOTEMPTY} in a field not working
I'm trying to use the condition custom field is not empty (${NOTEMPTY}) in a workflow rule to send an email, but the rule doesn't work.
No Customer Service?
Have contacted "customer support" via email twice in almost two weeks now. Only response to date is autoresponder to take care of me "ASAP" Has anybody ever heard back from Zoho via email method? I had heard so many great things.
Meeting Invite Time Zone Inconsistent
Can anyone explain why the SAME time zone information displays differently for different meeting invites? Example from Meeting Invites sent from Zoho CRM, both to leads in the Central Time Zone: Thursday, May 20, 10 AM - 10:30 AM (America/Indiana/Knox)
Parent Child Relationships in the Contacts Module
My client would like to create parent/child relationships between contacts without using the Accounts module. The Accounts module will be used for organizations. How can I create a husband/wife relationship? What about a parent/child relationship? What if there are multiple children? I see this user created a custom module to accomplish relationships - https://help.zoho.com/portal/en/community/topic/many-to-many-contact-relationship. Is this considered the best route? My client would like to use
Test Zoho Webhook with localhost application
Hello Everyone, We have created one Webhook for Lead Module. Now we want to test that webhook before publishing to consumer. How I can use localhost URL as Notification URL to test what I am sending from Webhook is actually recieving by notification URL
CRM attachments won't accept .xlsx files
When trying to add an attachment to a Zoho CRM account, it will not accept current Excel spreadsheet files (.xlsx), which have been the default since 2007. This seems exceedingly odd.
Got API error the remote name could not be resolved: 'accounts.zoho.com'
Hi everyone, I get the error in the picture when I get the data transmission code working in its my local environment to the server. By the way, my code is as follows; public static class CrmIntegration { static string serviceUrl = "";
How to change permission allowing the export of reports
I am unable to export for the following reason: Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings.
List Price representation
I have a question about Zoho CRM Product and PriceBook management. A product was created with unit price. Then Price Book created and the product added there with List Price. BUT its List Price I can see just on the Product Page. It isn't shown on the
Can't sum up total leads in a month
Hello, Currently, I have a problem of not being able to report total count on converted Leads and unconverted Leads. Right now my main goal is to have a report that tells me the total count of new Leads created in a specific month, usually I'm looking
DKIM doesn't want to be validated by Zoho checker
I can't seem to make Zoho validate my DKIM record even when third party tools say that it's ok. Where is the problem? My domain is emergilab.eu. Thank you for providing any clue on what's going on.
Send Set of emails in sequenced order
I have a set of n email templates, which I would like to send in specified order with the frequency of one email a week. Where can I maintain the sequence order of emails and send the email to all contacts in the same order.
Company Legal Name Change
Hi Everyone, I legally changed the name of my company shortly after subscribing to Zoho. I have CRM+, forms and cliq. However, with connect, not sure why I needed Cliq. Anyway, there are so many twists and turns to changing my company name in the system.
How to bifurcate or differentiate lookup field data
In Accounts Module i have two fields 1)Account Name(single Line Field). 2)Parent Account (Lookup Field). Now in Deals module i have these two same fields and both are lookup field. What i want is when i select the account name and then click on parent
Blueprint: Multi-select Lookup Field not available within Blueprint transition
Creating a Blueprint I need to include a multi-select lookup field in my process. The data must be entered to move to the next step. The problem Within the blueprint transition my multi-select field does not show as an option when I try to add it to the
Validate new phone number across all Phone number fields to avoid duplicates
Hi, I wish to maintain multiple phone numbers of contacts, thus I have 3 Phone number fields in contacts module, Phone1, Phone2 and Phone3. I wish to use telephony integration mainly for incoming calls. Thus to identify which contact is calling using
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