User Tips: Adding a Review Task to a Record
We use tasks to manage stuff that needs to be done but people then need to create a task add subject set due date, etc, etc.... To simplify things... I added a custom date field that whenever set, creates the task and sets the due date for the user who
Integrating CRM for Project management- removing percentages in kanban view?
Hi Zoho community, Would really appreciate any advice here! I am new to Zoho and looking to integrate this solution as our CRM/Project management software. We are not a 'sales' orientated company and work in consulting on large and complicated projects
Updates in deal stage and stage probability mapping
Hello everyone, We have enhanced the user interface of deal stages in the detail page and also made some changes to the stage probability mapping. Visual updates in the deals stages component In the record detail page the deal stages will display the
Mass Follow multiple contacts
is it possible to mass follow contacts, accounts or potentials? I can see how to follow an individual contact, account or potential, but for example, is there a way to follow multiple contacts, without having to go into each contacts page and select the follow button? Thanks
Code for displaying total of individual discount in total template
Hi, I would like to know how can I display the total of individual discounts added to the products to a Quote Temple? I can find the individual discount given on a product by using ${Quotes.Individual Discount} how can I find the total of all the individual discounts (there are multiple products)? The ${Quotes.Discount} will only give me the discount I add to the total invoice value. Also need to find the Sub-Total (total before individual-discount, grand total of multiple products before adding
Bulk linking via shared field
We have imported a collection of closed cases from another system. We want to link those cases to accounts and sometimes contacts. The cases have fields that can be found in the Accounts (UserID) and Contacts (License Code), but I cannot figure out
How to unlink related entries in Zoho CRM via Zapier?
Hello, if got a little problem… I have created a Zap in Zapier that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). Everything
zoho biometric integration and zoho phone calls integration
Hi! we need zoho biometic integration and zoho phone calls integration !so can u pls guide me.
Can I convert a picklist in CRM into a multiselect picklist?
Can I convert a picklist in CRM into a multiselect picklist? I don't want to create a new field since we already have great data in the existing picklist field. It's for the Account Type in CRM. Myah
New related list
Hi, I am evaluating Zoho CRM for my consulting business. I need to be able to store additional information about my customers. For example, I would like to collect family member information under contacts (Father, Mother, ... Names, phones, etc ). I think
CRM IMAP not syncing system forwarded/redirected emails.
We have several email addresses that are set up to forward to our active email inboxes (cPanel). Some are old employee emails that our customers still email. These emails makes up a significant portion of customer communications. How these show in our
Custom Fields: Adding a "Top Level" that would be available across all modules
We have 2 divisions so in the ZohoCRM I'd like to be able to set every lead/contact/account to be either "A" or "B" No problem with adding custom fields but can't figure out to add one that goes across modules. Thanks!
Way to sort contacts by "last activity"?
I cannot find a way to do this, but I am wondering if I have missed something. I would like to be able to sort my contacts by last activity, both ascending and descending. By activity I mean a call, a task or email. The goal would be to sort my contacts
Prompt Filed when Deal Stage changes
Hi, Is it possible to prompt the user with a popup window to check/update a field value when the Deal Stage changes? For example, when a Deal Stage changes to a specific stage I would like the user to be prompted to update the Closing Date field, even
Invoice, Estimate Templates: How to set margins?
I'm creating new templates for estimates in ZohoCRM, but can't figure out where to set the margins. Figured everything else out.
Account vs Vendor
I've seen it's been shortly discussed already, but I still don't understand it, so I'm asking again. Let's say we're a tour operator, we have partners we work with - we sell their tours, their accommodation aso - what are those partners according to
Changing order in charts
Hi, can anybody advise on how to change the order of components on Funnel chart..? I play with Stage Probabilty Mapping in Customisation > Modules > Potentials but it doesn't work. (The chart is Potentials Pipeline - Stages) Thanks in advance!
Bulk API for an automated Backup
I'm trying to make a recurrent call trough API to keep the backups files but can't save the file. Today I know that only the main file is available trough API Call, the attached files can't be downloaded. So far I managed to create the backup, check the
Integration with Xink
Hello, We use a tool called Xink, that allow us to add dynamic banners to promote our latest news, blog posts or future events in our employee emails. This is working very well, and it prevent us from using zoho emails. I'd like to use Zoho emails, but
Add Total Fields to Grand Total Formula in Qoutes
By The Grace of G-D. Hi, Is there a way to add custom fields to the grand total formula in Qoutes's subform?
Zoho CRM Integration with Projects when No CRM Account Exists
We have a need to integrate Zoho CRM with Projects in order to begin using Projects in replacement of another Excel spreadsheet based tool for tracking projects and communicating with clients. The challenge we are experiencing is B2C (business to consumer).
"Last Activity Date" field should not be updating when fields are edited
Idea: Last Activity Date currently changes whenever a record is touched in any way (including field updates). My idea is that it should only be driven by Activities (i.e. latest due date of a closed Activity and/or Lead/Deals). Updates to fields should
How to integrate POP gmail accounts with CRM and only store customer/sales related mail in CRM
We are a small business and would like to store all incoming and outgoing mail with leads and customers in CRM. Each employee has their own personalized gmail account (we do not use sales@company.com f.e.). But because we all have a lot mail that is not
Default sort for Activity Related Lists
Currently, the default sort order for Activities on Related Lists (Activities under Accounts, Leads, Contacts, Potentials) is by Created Date. I don't believe this is helpful. I propose that the related lists for Open Activities be sorted by the earliest due date first (ascending) and Closed Activities sorted by most recent due date first (descending). I understand that sorting by due date is currently available, but since this is not by default and must be done manually, the probability of an Activity
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
Related list
Hi, I am looking to customize my contacts. I need to collect additional information and keep it under the contact. For example, I want to collect information about contact's children. So I was thinking to have a "related list" with field for children
Is there a way to create an email alias in Zoho CRM for an email to be sent out?
I have a workflow that sends out an email confirmation to a contact... is there anyway that a fake email alias can be used as the sending address for this email?
Need to be able to set default font and size in CRM emails
How do you set the default font size and font for emails generated when you click on the blue "Send Email" button in the CRM->Contacts->[contact name] window?
I have 7 core clients but each has 100 branches with different requirements
Good day, I am in the processing of trailling ZOHO (CRM, Books, and Desk). Basically, i have around 7 core clients that own multiple retail stores. We provide service to +700 stores. We need to now add each store in the CRM as each will be managed individually
How to connect my google calender with CRM?
Hi guys, We serve more than 200 customers and engage with them periodically. Sometimes one of my colleagues may forget to interact with them so it would cause a disappointment in my customer. I would like to connect my Google Calendar and integrate it
Customize task popup?
We have some custom fields in tasks, and would like them to appear in the main new task popup. It's there now, but hidden in "more fields". How can we get these custom fields moved over where they're useful?
Filter to Exclude a field value
Hi all, I new to Zoho CRM. We are a college. So to filter out the leads that are 'not interested', 'joined other college', 'wronly entered', i have created a picklist, named as CLOSED DUE TO; My logic is: All the leads AND does not contain (not interested
relating an email to a lead/contact
I use g suite. How can I relate an e-mail to a lead/contact if that mail does not include their e-mail address
Unwanted ownership assignment emails being sent (they weren't before)
I work at a small company (just me and my boss), and in the last few days my boss has reported that he has started getting ownership assignment emails related to new leads I am entering. I thought perhaps I made a data entry mistake at first. However,
uploading CSV for multi-select field
Hi. I have a multi select field in my leads. How do I format this in the corresponding column in CSV file when I want to upload large list of leads?
Image field in Zoho CRM products
Is there any way I can put or link an image to Zoho Crm products???
HIPPA Compliance
Hello, our company is very interested in switching from SalesForce to Zoho CRM. However, a major requirement is data security and Zoho CRM needs to be in compliance with the US Health Insurance Portability and Accountability Act. Can you help me learn
Zoho CRM template editor deletes part of the code
Hi, Since a few weeks I have a problem with template editor for Zoho CRM, for all the modules. While uploading a template with HTML code, the editor deletes constantly one part of the code, which is <map name="image-map">, so the template doesn't work
Introducing Business Holidays and other enhancements in holidays
Hello everyone, In Holidays, you can create holiday lists for the org or for individual shifts. Shift holidays are helpful when you have multiple teams working at different time zones (For example: UK, Europe, US shifts) and thus require to follow the
After the sale is Closed-Won what's next? How best to manage the project?
I'm working with a small construction company and have implemented Zoho CRM for their sales process. This is working well so far and the office staff like it. Most Leads come in over the phone and the office receptionist fills out the Zoho Lead form, which has been customized with lots of extra fields. If an appointment/consultation is requested she also sets up the Activity on the proper sales rep's Calendar and then converts the Lead to a Contact/Potential with the Activity attached. The sales
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