Web Tab to show Creator Link does not populate all views
When creating a web tab in CRM to show a Creator view, all views are not shown. I thought this was because they were not published, however, I have added a prebuilt education app and as you can see in the screenshot, all the views from the prebuilt education
# of tags in a Module
I see you can have 10 tags per contact and 100 per module. My question, is that 100 total individual tags or a combination of all contacts? Example: If I have 500+ contacts, can they all have tags? or is it just 100 of them? Thanks Stanley
ZOHO CRM Problem - Need urgent fix
Having issues with exporting data from zoominfo and experiencing a lot of delays in the CRM
Export saved filter of contacts
Is there a way to export only the contacts that are limited on my saved filter search? We have thousands of records, but I only want to export certain contacts.
Saving changes in sheet view does not update records
Hello, I have been trying to update Contact records via sheet view (title and email address) - but I hit save, go to the record and nothing has changed. Am I missing a step?
How do I increase the number of visible rows per page in Dashboard?
How do I increase number of rows per page in Dashboard?
Forecasts No Longer WORKING
ZOHO TEAM IMMEDIATE FIX IS NEEDED!!!!! There has been ongoing problems with the forecast module and how it works, most recently reported here About 2 weeks ago, I notified Zoho that I lost the ability to see my forecasts, I saw them but with no monthly data. As a manager even though the forecast module was weak at best I would manage the company wide forecast by all potentials and not by individual rep. They or course did not manage their own forecasts due to the problems noted in the other post
Able to distinguish layout types in Referred by Lookup?
We sell two types of insurance at our company, personal and commercial lines. We have one Contact Layout for Personal, and one Contact Layout for Commercial. There are instances where one Contact may have both Personal AND commercial insurance with us,
How to capture AMC kind of orders in ZOHO
hi, i provide AMC (annual maintenance contract) services for my equipment buyers. This requires me to capture the price of the AMC, the number of visits required, whether the visit happened or not, etc. Which zoho tool can i use for this? Regards, S
SOLVED - Quote Number (Newbie question)
Hi Brainstrust, I am new to Zoho CRM and have edited the fields and one in particular is the Quote CRM Number. This is a Auto Number field, I have edited it's properties and said that the starting number should be 2101. But when I create a new quote,
Deluge {"trigger":{"workflow"}}
Hello, Let me try to explain this the best I can. I have a made a custom button in the quote module. The button updates the quote field "status" to "preorder configuration". This field update in the quote module triggers another workflow and a script
Zoho Forms for Activity Recording
Not super thrilled with the UI and complexity of recording activities (tasks, calls, meetings) -has anyone here tried using Zoho Forms to replace the activity interfacing? I know it's possible to create related list items with forms so I'm curious if
CRM Conditional Layout based on contacts age/birthday
I am using a formula field that calculates my customers current age based on the info from the DOB (date) field. This works pretty well other than the fact it does not auto-update and will only change if the page is edited. The problem I'm running into is that I'd like to create a conditional layout to only show a specific "section" of the "contacts" module IF the customer is over a specific age. In the conditional layout page there is no option to use my "Age" field since it is a conditional field.
Deal/Detail View/Business Card Options - Not all fields available?
In Settings/ Customization / Modules and Fields / Deals / Layout / Detail View / Business Card, not all of the fields from the layout are available to place in the 5 available places. As example, Expected Revenue is available, but Amount is not. I need
Import multiple Contacts into a deal
Hi everyone, We're just getting started setting up Zoho CRM and have run into an issue. I understand that only one contact can be associated with a Deal and we've been adapting to this by adding the other contacts through the Contact Roles related list.
Phone Automatic Call Distribution
Phone Automatic Call Distribution This is a powerfull and relative easy feature to make it happen because ZOHO CRM has already all inside. This will be a funcionallity for those who have enable the phonebridge but it may be usefull without phonebridge
Mass multiply 'Annual Revenue' field with 1,000,000
The data in my leads module is setup in such a way that "'Annual Revenue" is in million USD for all leads. Wondering if there is a way to multiple Annual Revenue field with 1,000,000 to make the number whole for every lead.
How to change the color of the Send Email button?
Here is a screenshot of the button. This button is bright blue and the other buttons are grey. This is a UI choice that makes the Send Email seem like the most important button on the screen. In our case this button is not important and we would like
If an account has an owner who is inactive, can the record be updated?
We're seeing errors when trying to update an account record, is it because the currently assigned owner is inactive? Is this a limitation?
Email failure
I have just received the following error when sending a mail. please advise Error while processing the request! Unable to connect SMTP server:smtp.office365.com Reason:Authentication failed:535 5.7.8 Authentication unsuccessful
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm?
Can I send zoho forms link in an sms automatically when a lead is added in zoho crm? The form needs to be prepopulated with zoho crm lead data. I am doing this now in Zoho Campaigns emailers but I would like to do it in SMS since SMS is proven to be 70% more effective than emails in targetting leads.
Mass update lead Owner
Hi, How do I go about mas updating the lead owner? I can only update 100 records at a time but I need to do thousands and it is king of cumbersome. There is got to be a better way. Any idea is greatly appreciated.
Remove duplicates: stay on last record after merging
After the data migration, we identify a large number of duplicates, especially because the "company name" is the same as the "display name". This means that the duplicates must be cleaned up. For example, if you clean up a duplicate on page 5 and merge
Additional information for Audit Log
Hi, Is there any way to see additional information on the Audit log. For example, if a user has updated a record, I would like to see what they updated. Thanks
Need to close CRM account
Hello, I am trying to join another CRM group, but I am the only administrator and user in my current group. This means I cannot delete my CRM account, but I would like to. Could you please provide an answer?
Mapping Deals to each other
Is it possible to create a relation between two (or more) different Deals? Or map several Deals to one?
How to mass update contacts after a change in a formula
Dear Community, I hope this message finds you well. I have encounter the following issue, and I would like to know which would be the most efficient way to solve it. In one of my modules, I have a field with an amount as a currency value and a field with
ZOHO CRM Question/Bugreport: Dropbox-/Emails to ZOHO show up twice, although they were sent only once
Hello, EMails we send to ZOHO/Dropbox by BCC: are showing up twice in the respective customer account - although they were sent only once to the specific Emailaccount of the Customer - and to the ZOHO Mailadress/Dropbox. Occasionally, if I notice Emails
Zoho Campaigns Integration for Zoho CRM
Hello everyone! Creating a campaign is now easier than ever before. The Zoho Campaigns integration for CRM has been revamped to simplify the process of sending email campaigns to prospects and customers. Let me explain a little about Zoho Campaigns and
Display a Zoho Form in a Web Tab
I'm trying to create a web tab in the CRM that displays a Zoho form and then routes it correctly using the form's integration to Zoho Desk. The form is integrated with Zoho Desk. It works great and we've been using it independently for a few months now
Differentiating call origin from multiple inbound numbers
We use multiple inbound numbers for tracking purposes and need to know what number the lead came from when we answer the phone. We use the TWILIO connector for inbound calls and I cant see any notification in the call pop up either to identify the number
Migrate from Salesforce to Zoho Issues with Notes
I have been trying for the past week to get everything from salesforce over and I have succeeded with everything but the notes. I have spend countless hours with both salesforce and zoho support on the phone and even did a 3 way call with both. I am not
Zoho NEEDS Outbound Call Lists
Here is the core functionality Zoho NEEDS to have for outbound calls lists: 1. First and foremost Zoho NEEDS to have a way to create a prioritized call list: Sort by Due Date AND Lead Score/Priority. Also, a way to set default Ascending/Descending sorts
View All Task Generation
Hello, How would I view all tasks my account has generated? Even if I am not the one assigned to the task. Specifically, I am wanting to see all the tasks I assign out as a way to checks and balance my own work. Thank you, Nik
How to store information that is not a lead or a company
Hello All, We're new to Zoho CRM. We're migrating from Pipeline, Agile, Act and others. I'm beginning to understand Zoho's metaphor for leads, customers etc. but I'm unclear what to do with companies/contacts who are not customers (or potential customers)
"Your Browser version is not supported!" warning on Chrome
Hello, I keep getting blocked from entering Zoho CRM due to a warning that my browser version is not supported. I have updated my Chrome several times and it is the latest version. See screenshots below: Warning: Current browser version: Please let
Automatic territories assignment does not work anymore
Hi, The automatic territories assignment based on user's territory was working but not anymore. Last friday, I wanted to test the CRM for a B2C model and to do it, i uncheck "mark as mandatory" for a company to a lead and account to a contact. When i
How to giving a sequential id number to each new contact
Hi, One of my contact wants to etup his CRM so that each new contact get an ID, from a sequential list. I could set a number field in the contact form to save the value, I could use a workflow to save the value in the form. But How / Where do I get or
Contact name vs contact roles in deals
Why are they 2 ways of adding contacts to a deal? 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) The process in zoho is first create a lead then convert it to an contact, account and deal. So instead of adding contacts in both 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) can I not just use the 2. Contact Roles ( related list ) to add/ associate contacts to a deal? and incase there isn't any contact for that account I can create a contact
Zoho CRM Requiere fields Bussiness name
Hi, im creating a form on Zoho CRM, but dont let me uncheck the require field Business and Last name. I need only Name and Phone, how can i change that? Thanks.
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