related lists in reports
i need to creat a report that filters out which deal has a related record in another custom module. but the look up field I use to connect them is in the other module, not the deals module. is this possible?
Pushing Values to Picklists & Multi-Select Picklists through CSV Uploads or API
My question is in regards to pushing values to either Picklist fields or Multi-select Picklist fields through a CSV upload or API. Do the values you push need to match exactly the selectable values you've setup within these fields, or can you push other
Product Churn in CRM
Hi guys, We're using products, deals and Quotes for accounts in CRM. Here's our workflow: Account Manager creates a deal And then, create a quote including products and their list prices inside Deal When deal is closed won, products are inserted to
Matching exported attachments with accounts?
I have a need to export all the attachments from my CRM and then match them to accounts. Is this possible? The attachments have a string appended to the file name, so they look like this: 2xzfz6925f0c086d74118bda59a23dab14671_FileName.JPG Does that string
Why is the desk/crm integration so weak?
Hi Why is the ZOHO DESK integration with CRM so weak? It's hardly an integration except for the fact that clients are synced between both. Let's assume this scenario, I run a company that provides web hosting services. I have the services I provide to
Potentials/Opportunities/Deals
I am fairly new to Zoho CRM and am confused by the Potentials tab. First of all, the terminology seems to use three different words to reference this tab - Potentials, Opportunities and Deals. Are they all the same? I saw a help feature that says Potentials
Creating validation rules for user input fields and calculations
Hello all! I hope this message finds you well and that someone has come to a solution for this. In one of our custom modules, there is a section in which the user needs to input the payment plan for a service. I need to create a workflow/validation rule
Microsoft Word Mail Merge Issue
Hello everyone! For the past two weeks, our mail merge templates saved on Zoho CRM are not working with the Microsoft Word CRM Plugin. Every time we try to do a merge, it pulls the wrong data fields. Instead of account_name, it pulls title. Instead of
User confirmation URL in leads email notification
Hi, I would like to include a url in the email notification to a lead to avoid that our emails go to SPAM Is there an easy way to do so in ZOHO CRM? Thanks ina dvance
Zoho Finance Limitations 2.0 #7: Can't attach any Zoho Workdrive files when emailing Zoho Finance records
Within the CRM you can send a quote to a contact and attach a document, brochure, etc... from your linked Zoho WorkDrive account which works great. Once you move to Zoho Finance this is not possible. You can only attach documents from your computer. Workaround: Have
Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account
Want to email an estimate to a contact not listed on the account? Tough... you can't!! You have to download the PDF and send from your email client. Workaround: Send to the primary contact and just cc the other person. ======== Perspective: using Zoho
Workflow matching condition of triggered lead
I'm hoping to save myself some time. When I update certain fields of a lead I'd like to also update the same field of leads that have the same Company and Location. For example: The lead has responded to an email stating their company does not have
Send Automatic Email with Quote Attached from Zoho CRM
Hi, Is there a way to send and automatic email with the Quote attached on Zoho CRM during a workflow rule or a blueprint? Thanks
Deleted a user from mail, Now cannot add the same user in CRM
Hi. I have not heard back from support and are having a problem. I added a new user to CRM and to MAIL. I decided not to use the zoho mail for this user and deleted the email address. Zoho then also deleted the user off of CRM. Ok no big deal, but trying
Linking Spouses that may be Lead or Contact
We sell Medicare and Life Insurance Policies which are individual. However, we often sell to multiple members of the same family. For Medicare, one spouse may become a contact (our Leads remain leads until they have a deal and we then converted to contact)
How to approve "Workflow Rules"
I'd like to enable certain employees to create automated Workflow Rules but these MUST be audited and approved by admin before turning them on. Does Zoho have this functionality? Didn't see the option.
Leads: Map Custom Fields. No options appear in drop down menu
When I am mapping the information to convert from leads to account, I am able to map almost all of them. But I want to map Website to convert to website. The problem is that in Accounts there is no options in the drop down menu, it just says none. Can you help me out? Thx.
Fields Will not Map
I am trying to map 2 fields, Skype ID and Twitter, between leads, contacts and potentials. These map fine between leads and contacts, but will not map to potentials. The Skype ID and Twitter options show up in many of the drop down menus in field
No Options Found - Lead Mapping
Hi, I am want to go through the lead mapping process in ZohoCRM. However, for the majority of fields there are no options in the drop down. I have checked to see if the field types are the same etc. What am I missing? James
Map Fields - can't get the field I want in drop down menu
I recently added the field "Lead Source" field to accounts and wanted to map this field with the same field in Leads and opportunities but it does not come up as an option in the drop down menu in the map fields for lead conversion page I only have none,
Zoho Process Flow
We have been using Zoho for a few months but would like to improve our process flow. The way we see it, the logical path through the CRM would be: Account - we become aware of or make contact with a new company that might be in need of our products Contacts
Adding non-editable text to LEADS form
Is there a way to add a non-editable text box to the leads form to put a note (information) about something for the workers to reference when filling out a new lead?
Tags Column Needed for Activities List View
Please consider adding this. Not sure why it is not exposed for use, it would make tags infinitely more useful. Thank You
Extra div added to Insert HTML / Plain Text emails
I'm having a problem with my emails having irregular size fonts. I create start with a Insert HTML / Plain Text email. Then add in my content. I'll select all the content and then set the Font to Verdana and the size to "2". After I save the email
Add Outgoing SMTP support for Zoho CRM Mass Mail
To resolve issues around SPF, DKIM, DMARC it would be much better if Zoho CRM allowed for an external SMTP server to be configured for mass email sending. There seems to be a lot of different topics asking about how to solve Spam / SPF / DMARC / DKIM issues and allowing this would make it so much easier.
BUG Export data - Delimiter Value COMMA
Hi, I'm trying to export my candidates but i can't because the delimiter is comma (,) and i have texts from my clients on field "DESCRIPTION", more specifically i have lots of commas in the description field. So, when exporting to CSV, there's a mess
Email Relay
We are trying to set up an email relay to avoid our mass emails being caught in spam filters. Our IT department don't like the idea - they fear that our email server (Microsoft Outlook) could be compromised as a result of setting up this email server. Does anyone have views on how emails could potentially be compromised using Email Relay and potential work arounds.
Managing Competitor Information
In the potentials area it is possible to add a list of competitors to a potentials record. I want to start to use this feature. However, I cannot figure out how to create a data set of defined competitors that each user can access and add to the potential records. Can someone explain how to do this? Chuck Sena
Introducing custom Subform for Inventory Modules
Hello everyone, In our previous post, we had announced about changing the product line item to subforms. Now, in addition to the standard line item subform we are providing an option to create custom subform across the Inventory modules (Quotes, Sales
Company field does not convert from lead to contact
When converting a lead into a contact the company field is not converted. How do I fix this?
Report Scheduler on Zoho CRM stopped working
Hi all, We have a number of reports on Zoho CRM scheduled to run daily that have stopped being sent as of yesterday. They have not been received in junk or spam email folders - I have tested one by resetting the scheduled time to earlier this morning
123formbuilder Lead Form Wix Website / Zoho CRM set-up guidance
My Company used 123formbuilder to create a lead form on our Wix Website. How do I set up Zoho to receive these Leads in Zoho CRM via Wix? Thanks, Austin This is on the Wix side. https://www.123formbuilder.com/docs/how-to-set-up-custom-fields-for-zo
Don't substitute a perfectly correct noun with a less meaningful noun
Here is part of the Blueprint documentation. I highlight in yellow the flawed grammar. Each stage in a process is referred to as a "State" in Blueprint. For example, in the above scenario, the different stages are New Request, Check Warranty, Check Severity,
Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time. Email solves many of
Copying the fields from one custom module to another - Workflow + Custom Function. Request for the example
I need your help in setting up a custom function that will work as follows: 1/. In Module 1, I will select a record from Module 2, using a lookup field 2/. Module 1 has three fields: Marka, Model, Typ 3/. In Module 2 there are three fields: MARKA, MODEL,
Office 365 - Mails to Zoho CRM
We switched from zoho mail to Microsoft 365 Exchange Online. In CRM we configured the email integration - now when we sent an email from outlook to a customer, this email is not visible in CRM. any idea?
Find Duplicates in contact/accounts/leads
I can't figure out an easy way to delete duplicates. Is there a parameter in reports or elsewhere that i can sort by similar/same info?
No possibility to work with ZOHO atm
For 3 years now we have been using Zoho CRM as a company, for a long time we were always very satisfied with the functionality and stability with which we could use Zoho. But since about 1 1/2 months working with Zoho is an absolute disaster. Tabs and
Problem with mandatory last name field in leads
As many have asked before, we are importing leads that often do not have a last name. Having the last name as a requirement creates a problem as some records have last names and some don’t, as well as some have multiples of the same last name. The same
Benefits of using relay servers to send emails from CRM
Hello everyone, In this post we will give you a brief description about a recently released feature: Email relay. What is Email relay? Sometimes companies prefer to send email from their servers to ensure the authenticity and validity of the sent emails. They can achieve this for the emails sent through Zoho CRM too, by setting up relay servers. These servers allow them to send emails from CRM account through their company servers. Once the relay server is setup, the emails sent from CRM will
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