Workflow doesn't recognize field update from another workflow?
We have a client that is feeding leads from Formstack through Zapier into Zoho CRM Plus. We are attempting to automatically convert the leads upon receipt into account, contact and potential. The workflow for converting only works when there is a field
Customizing taxes with 3 decimals impossible!
Hi, in Quebec, Canada, there are 2 sales taxes. The first is 5% but the second is 9,975%. ZOHO doesn't allow 3 decimals in tax customization. I am not able to use the Products, Quotes, Invoices modules because this would mean many thousands of dollars
Restore the Deduplicate merged Contacts
I have used the Deduplicate option to find out the duplicate records and a record got automatically merged and some records had to be manually merged and resolved. Now, I want to restore those records back to the Zoho CRM Contacts module as some records
Multi Select Parent Dependency is not available
Hello, Our company is trying to add multiselect Parent/Child dependency but this is not available at the moment but the business logic requires it. Could you please suggest a workaround as how to implement it? I am attaching screenshots, so you can understand
Default Reminder to be "Pop Up" not "Email"
Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.
zoho community in Germany und Zoho support in Germany
Hi, I´m running a small company in Berlin, Germany, speazialised on training and learning solutions. We would like to find some ZOHO users in Germany to share experiences and we are looking for a trainer ZOH CRM trainer. Thanks for your help. Albrecht Kresse edutrainment company
Problem add component in zoho crm dashboard
when we add a component in zoho crm --> dashboard we add the component name and select Source Report and click next button it display alert " Dashboard Item Name already exists" we add a new dashboard with different name and add component but it again
Installed Product
I would like to suggest an enhancement - if there was the ability to create custom Modules, I would do this myself. The idea is that every time a product is sold to a customer, I need to know the serial number and the warranty expiry, for support purposes.
Sending email template in campaign
I am new in zoho crm and trying to run a campaign. I created one campaign and added some emails in campaign but how to start that campaign sending emails with template i created ? i set start and end date but still I am not getting emails.
How to use Zoho Social?
Hi, im sync the Facebook likes with my CRM, and the contacts are added, but only the name and the social profile link. But how can i get the emails or another information? Thanks
CRM Plus - Forms
After customising the fields and setting up the form through the 'tab customisation.' I then go into web forms to set up the form ready to extract the code for my website. The only problem is that I've created two customised 'File Upload Fields' 1. For
Search from Zoho CRM
With my company account asI digit same letters with the search tool (lens) in CRM, I get back a list of Leads, Contacts, Companies, Affairs... beginning with these letters. When I use the account of a different company (I activated Zoho One for them and
New user cannot login to Zoho CRM
We recently created a login for our new user with access to Zoho CRM and Zoho Campaigns. The user is unable to login to the system as the OTP generated was sent to a mobile no that is not in the system. Kindly suggest a way to change this phone number
How to configure the condition/criteria in Blueprint to associated with email template?
I have a question about configure the condition / criteria associated with email template to be use in Blueprint. Example : I have few product come with different email template, when i click on the blueprint , I want the specific email template to be
Contact Roles importing frustration.
Please tell me I am wrong. Is it possible to assign Contact roles via importing WITHOUT having to: First importing Contacts > Then importing Accounts > And only at the end importing Deals... Eventually with NO option to map a Contact Role column ...
Zoho CRM Email Font
When composing emails in Zoho CRM, I am using the default Verdana font. But when those emails come into recipients' Outlook, the font gets changed to Times New Roman. How can I avoid this?
Web to Lead form validation
Hi, I hope I'm not missing something obvious but I can't see a way to validate data being entered on the CRM web to lead form. For instance, if you have a field in your leads table called 'event date' that is mandatory, and you include that on your web
CRM - Territroy Hierarchy - Adjustments
Hi. We are setting up a zoho crm - territory fields for each state and some states have sub catagories. We built Texas first but now we are finding that adding Arizona puts it at the bottom. Do you need to build it the way you want it i the beginning
Signature Capture
Hello All, I would like to actually capture a customer signature at the end of a service call. We use Zoho CRM and have added a number of custom fields to the CASEs feature. Right now, the customer signature is a text field. Looking at all the customer
Mass Convert Your Leads, Quotes and Sales Orders!
Gone are the days when you had to convert your records one after the other. For example, if you had to convert 50 leads to accounts and contacts, you had to convert each lead one by one. Well, not any more! Now you can convert them all at one go. Mass conversion of records also applies to conversion of quotes and sales orders. Besides mass conversion, you can now also automate conversion of records by using workflow rules. Read on to know more. Mass Conversion of Leads There are two ways to mass
Tracking days in stage for pipeline in custom module
Hello, We have a custom module in which we track the different onboarding stages for our SaaS platform. Ie: New Onboarding Planned Account Prepared Onboarded Login sent Service Call I would like to create a dashboard report that shows me the average time
What can't be done i Command Center?
I have reviewed this page: https://help.zoho.com/portal/en/kb/crm/process-management/commandcenter/articles/commandcenter-comparison Still, I am unclear. What can a Blueprint do that Command Center cannot do? What can a Workflow do that Command Center
Is there a way to set a default value to a REQUIRED field?
Is there a way to set a default value to a REQUIRED field? For example a "space". I am using an outside company by the name Zapier. There is an automated procedure which includes Zillow and Zoho. It creates a lead in Zoho when Zillow receives it on
Subform RTL misalignment
Hi, We use the CRM in Hebrew which is an RTL language. Looks like subforms are aligned to LTR even if the CRM is set to Hebrew.
Zoho CRM Product Module Photo/Images
Hi everyone, What is the easiest way to obtain the list of photo/image in product module? We add 100 products there and each product has 5 photos and we want to make the photo showing on our website.
Solution for Yoga/Meditation Studio
Hi, I am using Zoho CRM & Mail Chimp for my Yoga-Meditation Studio. Now, I would like to have integration of all our activities as follows: - Participants/Members/Volunteers details - CRM - Teachers Details, Scheduling - Events - Classes, Workshops
How do I change a scheduled call to a completed call?
I think it's great how you can now schedule a call. However, you can't seem to change the status of the call when the call has been made. Any ideas.
Blueprint feature request: 1- Let layout rules hide fields, 2- Be able to have two transitions with same start and end state
Hi, I have 2 features that wuold greatly increase the flexibility of blueprint for managing conditions on different processes. 1- Let layout rules hide requested fields In Blueprint, when you prompt the user for field inputs, the fields are mandatory
Is it possible to differentiate between monthly charges and one-time charges?
Hello. I would like to know if s it possible to differentiate between recurring charges and one-time charges at at pricing table and sales order's list of products? We have the products and de services, so we have different ways of charge. I need to
Automated backup
I am looking for an automated online backup service like backupify or spanning backup that can handle the following Zoho products: CRM, Invoice and Creator. Is there an existing solution? (or an alternate idea)? - Thanks, Brian
Enhancements in Zia recommendation
Hello everyone, You must be aware of Zia recommendation and its benefits. We have made few updates to the features and here are the brief description of the same. Recommendations for portal users Zia's recommendations can be shown to the portal users.
How do I set which users have access to email templates?
The CRM Help section refers to an Accessibility Details box where a user can select what roles view which email template folder. I'm logged in as the super administrator and I don't see any such Accessibility Details box. I created a series of email
View ticket details in CRM
When I am in CRM I can see the tickets linked to an account but when I try to open them to see more information it says unable to process request. How can I get to see the ticket details?
I cannot login to my administrator account.
When I log in with my manager account, se***@********.tr, I see a blank panel. Please add me as the administrator again to the account I am the manager of.
Force Date Format on Import?
SImply put, I NEVER use any date format except for MM/dd/yyyy. When importing leads (or any module) It LOVES to put my format to dd/MM/yyy for me and I have to change it manually each time. How can I force all my dates to use the format I want of MM/dd/yyyy
Data Migration from Salesforce to Zoho - Issue with Activities
Hi, I'm testing out to see if we want to change our CRM. I attempted to do a data migration of the tasks/activities from our salesforce CSV files.. however ran into an issue there. They import, but weren't connecting to accounts. I have the account ID in there but can't put it in classified as a "lookup" in the customized field. Is there another way to do it so it connects them to the accounts? Thanks!
All my Notes are Gone!
Logged in today and every client note is gone under the contacts. Please get this fixed right away as my business depends on your database working properly!
Lead First Name/Last Name
Hi, I'm testing zohocrm and even though I have first and last name fields in a lead record: 1. When I specify last name, firstname as two separate fields in a view, it shows the full name and alphabetizes by the first name. 2. The report tool only shows "Lead Name" as a column option, instead of the separate firstname and lastname. I need to display and report based on last name. Any suggestions? blasiewicz
Big issues with Email Notifications on CRM
Hi all, I'm wondering if anyone else has had issues recently with email notification actions from Zoho CRM: those emails either aren't being sent at all, not being delivered to recipient or with long delay. Thanks.
View Records As Other User/Roles
As an administrator, I need a way to view records through the eyes of other users and their roles. Its extremely difficult to try to imagine the way an account layout looks to other users when we hide/show different fields depending on their roles and
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