Import Leads - Find existing leads based on
I am a new user and testing things out.... I have imported a bunch of leads, then updated my external spreadsheet and now I want to update those leads in ZOHO. I have exported the data in a CSV (exactly like when I imported the leads) and when I check
Autonumber Field in Deal Module
I am looking to transition to autonumbering for our quotes - but when I go to amend the template it tells me I am already using this field and can only use 1. I cant find where the autonumber field has already been used. Any ideas on how I can find out
Database structure
Hello, we are currently using the crm which we customized to our needs. We like to visualize our Database structure, we need to show the forms and relathionship between the fields and the dropdown menu values. Is there a possibile way/process to show/visualize/extract
Problem creating Customized Agent Panel
Hi, I have a problem when trying to create a Customized Agent Panel for the Home Page. Whenever I click over "+ Home Page" it shows the following message: "You do not have any role left to share this home page with. Note: A role can only have one home
How to add multiple filters in report?
Hello everyone, I want to create a report for my users to check the activities for a particular Account-->Deal. I want to create a report where my users Choose below fields. Account Name Deal Name(related to account chosen) Activites(Task) = Current Month(Default) this one is easily created in activities tab, but from Activities tabs they cant export the report or they can't get the total value of any field in task. Can we create these type of report in Zoho. Note:- i have Standerd Edition of Zoho
Can't subscribe to Zoho CRM Enterprise
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is there
Customer portal - edit record access denied
Hi, I have set up this customer portal for the Contacts module. I set portal user permission so that they can create, edit, and view any records that are linked to their record. (screenshot 32) The problem is: The portal user can only edit records that they created directly inside the portal (screenshot 29). If I, as a zoho organization user (not portal user), created a record and link it to the portal user, they will be able to View it, but not edit it (Screenshot 30 and 31) Reading Zoho knowledge
zoho chat is not doing anything
zoho chat is not going anything when you click on the button, has anybody else experienced this issue?
Extract date from a column
Hello, I made a particular report on the CRM. When i export it as an excel file I get a column of dates along with time (screen shot attached). i would like to just get the date out of the CRM. is this possible in any way? any help would be greatly appreciated.
Simple multiplication formula field
I have 2 fields, a currency field and a number field. I want to multiply the two together, so if the currency is "Proposed Pricing Amount" and the number field is "Billing Frequency", I want a formula field that is ="Proposed Pricing Amount"*Frequency
Why is there a limit on the number of custom fields I can add?
Why is there a limit on the number of custom fields we can add to each section? For example, I can only add 5 lookup fields or 20 boolean checkboxes. Is there anyway that this limit can be removed, or increased on the Enterprise Edition? It's very important
Servers availability and location
Hello ZOHO, I'm encountering many issue to access to my ZOHO CRM webpage. Also my workmates have the same issues which are located in different places. Are the ZOHO servers status available to check by our selve? Are the ZOHO servers performing well?
inventory templates - vertical products table - is it possible?
By The Grace of G-d. Hi, Is it possible to design the products table vertically (instead of horizontally)? The totals will be at the bottom as usual but the products will be spanned aside of each other instead of one after another. Does anyone know or
Sent Email from Contacts when Account status is "Active"
Hi Zoho Community, I'm trying to make some automation in my CRM, I want when the status of Accounts Module accounts get active then automatically send email from Contacts Module to their concerned emails. The workflow which I made this is using accounts
Transfer selective email from a lead module to an existing deal in deal module.
Suppose i have 5 emails in a lead in lead module and i want to assign/transfer 3 emails to an existing deal in deal module. So How can i make the checkbox button infront of all emails so that after selecting the desired emails i want a button which will
My contact us form is submitting successfully but there's no email notification, not being added to leads and the analytics for submission is not working
My contact us form is submitting successfully but there's no email notification, not being added to leads and the analytics for submission is not working. Can you advise?
Not able to fully access the Zoho CRM.
Hello Zoho Community, I have a problem, My administration gives me full access to ZOHO CRM at his end but it showing me the sample data. He trying to give me access to edit and change the workflow but he failed. Can anyone help me to get out of it? I
CRM and Connect - Use Cases?
Both tools have their sweet spot - but I'm interested to learn a bit more about use cases that use both. Is there anyone out here that uses both CRM and Connect in their business in a somewhat connected manner? For instance, I have been for much more
Building a Today´s birthday contact list report
Hello, Has anybody tried to make a custom report to visualize in a list view the important dates of your contact records, such as birthdays and anniversaries? At fist I tried using a simple setup criteria: Date of birth = ${TODAY} But the problem
I have created a subsection in my module, but when i search for content in that it doesn't show
I have created a subsection in our of the modules with content but it is not searchable through zoho search and also is it possible to configure search to only search on certain modules and not other modules permanently
Auto Print attachments
Hi, we are currently using zoho one, the sales team attaches a picture of their order slip to a deal and then I print the attachments off in the office. However I am wondering if there is a way to create a macro/automation that would print these attachments
Hide/show custom button depending on blueprint stage
Hello, I have a custom button that perform a certain function. I want it be hidden and only appear to the user based on which stage of the blueprint the record standing on. Is there any option or configration to do that? or may be I can use a custom function
CRM Audit Log - Mass Update details
Is there any way to view the details of a mass update record in the CRM audit log? e.g. a record in the Audit Log reads "user mass updated 5 Leads" - is there any way to determine who those 5 Leads were? I understand there's some details about what is
Search function for 'Accounts' using Zoho CRM-Outlook plugin?
Is there a way of searching through accounts whilst using the Zoho CRM-Outlook plugin rather than scrolling through all accounts?
Backup to external location (Dropbox etc)
Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide
I can't easily see what I need on the Calendar!
It's very frustrating...we have an office where we all need to see everyone's calendar. We want an option to change the default view to "ALL" instead of ourselves. Or perhaps have it remember the last view you were on and always come back to that one. When I view my calendar on my phone, most of the time I can not select the "ALL" option so the calendar is useless to me out of the office (which greatly impacts me)!
Link received emails by "reply to" email address?
I need suggestions for a workaround to a problem I have. Hoping you can help. I use a GDS site for booking hotels for my itineraries. When I make a booking I receive a confirmation for the GDS which arrives from the site's email (info@reserveonline.net).
Follow up email sent after outbond call not answered by recipeint
Hi, here is my uses case: I would like to configure a workflow that send an email automatically if an outbound call gets ununanswered. In detail: Step 1: make an outbound call to a lead's mobile phone through the CRM Step 2: The lead does not response:
Changing related dropdowns
Hello, I do have the following problem… I add entries to the contacts module in Zoho CRM via Zapier (the data is coming from WooCommerce). WooCommerce delivers only the ISO country code (i.e. CH), but not the full country name (Switzerland). So I decided
Custom Fields on Task Module
Why is there no ability to add a Lookup custom field on the Task Module?
When I send Emails from Outlook I cannot see them in CRM
Hi, I have setup zohomail so i could set up POP for my emails. It has all synced correctly and I receive mails to zoho and outlook and can see them in CRM. When i send from zohomail i can also see them in my outlook HOWEVER when i send from outlook,
Deleting the Super Admin account in Zoho CRM/Switching Super Admins
Hi my name is Lida. I have a few questions. Is there any way to delete my Super Admin account in Zoho CRM and afterwards be added to another Zoho CRM account? Or is it possible to merge two CRM accounts? It would be preferable to merge the accounts because I want my team to all be in one space. The other CRM is the info@myclasstracks.com. It would be a hassle to reinvite all of my employees, so I want to know if there is an easier solution. Or is it possible to go into the other CRM and make myself
Referral TRacking B2B
Hey all, I am looking to have a referral program where I recommend customers to companies and I want to be able to track my referring of them. Customer gets referred to a specific provider. They sign up with provider and the provider will pay a fee to
Importing Leads From Microsoft Excel
How do I import contacts in my excel file to Zoho?
Can't add a member to CRM -
Everytime I try to add Zach Simpson to our CRM, it says he is already present in another account, but he is not. Help!
View periodic invoices in CRM
We record software maintenance contracts as periodic invoices (contracts). We would like to see this periodic invoice (contract) with the customer in the CRM under Zoho Finance. How can you see which periodic invoices (contracts) the customer has in the
Formula field using nested IF and OR
Hi. I have a formula problem: Because of the limit of 1000 and the fact you can't calculate a field from data in another calculated field, I have too many characters in my formula if I just use a series of nested IF functions. What I want to achieve is this: IF field INSCO contains 'A', return the result of field PREM*0.15 IF field INSCO contains 'B', return the result of field PREM*0.25 IF field INSCO contains 'C' OR 'D', return the result of field PREM*0.3 IF field INSCO contains something else,
How do I calculate the number of days since a record was modified?
We would like to add a field that tells us how many days since the record was modified. I cannot figure out a formula to do this. I tried this... Datecomp(${Leads.Today's Date},${Leads.Modified Time})/(24*60) Keep getting an error about missing quotes. All I need to do is subtract two dates, today's date and the last modified date. in the formula above, Todays Date is a date field we added. Modified Time is the only field I see in the Formula creation function that seems to apply. Please help!
SalesInbox - IMAP security
Hi all, We have been using Zoho CRM, but our IT does not allow us to connect our Outlook account to Zoho CRM, due to the security concerns that IMAP has. Please see the following article that shows that legacy e-mail protocols like IMAP are prime targets
Making my Discount show up on a quote
Hello, This doesn't happen often, but it happens enough that I would like to rectify this issue that I am having. When quoting in the CRM, we give extra parts away sometimes so I want to show the list price and then give the 100% discount and have the
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