Contact List in Account View
Is it possible to change the fields that are displayed under a contact at the very top of the Account view? Currently, it lists the contact name in bold and under has phone number and email address. Can their Title be added in that space as well? If not, is this something the developers could think about? It would be immensely helpful to us!
Quote subject names and quote pdf names don't match, file name is truncated
How do I make the file name exported match the number of characters that are in the quote subject? The file names are less characters after the zoho update.
Triggering Zoho CRM workflow based on incoming webhooks from other services.
We have a module set up that creates a record of SMS sent via Twilio. On Twilio's end, whenever the status of the message is updated (e.g. from "Queued" -> "Sending" -> "Sent"), a webhook can be sent to a specified URL. Our plan is for Zoho CRM to be the receiving point of this webhook, so that we can then trigger a function from the webhook event, which then updates our CRM record of that SMS. Bizarrely, I haven't been able to find a way to receive a webhook through Zoho CRM yet. Given that there's
Zoho CRM Invoice Module and Zoho Invoice Integration
Hello, I am using Zoho CRM Invoice module to keep all my invoices. Is there any way to sync or transfer all invoices in CRM Invoice Module to Zoho Invoice? Or is it possible to auto create an invoice in Zoho Invoice when I create an invoice in CRM Invoice module? Thanks Hayri
Insert custom text into forms
It would be handy to change the page format so that it can include customised headings, notes and information. This will help Staff members complete fields correctly. Not all fields have the option to include a 'tool tip' or 'static text', and we would like to make the forms as user friendly to complete as possible.
Zoho CRM Calendar / Zoho Calendar Sync not adding events to which I am added
Hello, I have Zoho CRM Calendar synced with Zoho Calendar. When I create an Event in my calendar and I add another User as a Participant, the Event appears in the other User's Zoho CRM Calendar. This is fine and works as expected. When the other User views their Zoho Calendar, the new Event has not synced (I wait extended periods of time to allow the sync to happen.) Events created by the other User do sync across, so this problem seems particular to Events to which the User is invited not syncing
Zoho CRM Inventory Templates - HTML to PDF Conversion
Hi, I've created an Inventory Template using HTML & CSS and it looks good on the first page but when the content overflows on to the second page it appears to be cut off. And it also starts at the very top as you can see in the attached photo. It should start with some padding at the top. Ideally, it should use the css padding I have defined and apply to every page but it only does that on page 1. The HTML editor also strips off any @css rules such as media & print so I don't have much control. Can
Adding Create Date without the time to templates?
I am creating templates for quotes, sales orders and invoices and would like to use the "Create Date" fields for these however it adds the time as well which is not needed. Is there a way of showing just the create date on templates?
Search in related list
Hello, Can you help me with one issue? I've created custom module "Payment plan" with field "Number" and lookup fields ('Accounts" and "Invoices"), and added this module as a related list to these default modules. So I can add items from "Payment plan" within Invoice card. But when I open modal window to add items, I can't search in any fields except "Number", but more convenient would be to search in other fields, for example in Account or invoice. Can I do this in any way? Screen capture to
How to create a Sales Order by location (split by product) that can be exported into excel
Hi all - I am not sure if i am pushing the capabilities of zoho enterprise but here goes...I would like to save our Sales team building off line quotes and having to re key information that we have each time the customers wants a quote. Our data structure is Parent account, account, contact, site. There are often 1,000s of site at and account level, there can be some cross over of contacts and site contacts but we given them different roles to separate. We delivery different types of consultancy
Internet explorer - can't save notes in Zoho CRM
It just hangs when you try to save a note. It was working last week. Duplicated this on two separate computers.
Undocumented CRM API Rate Limit?
I have been working on a CRM API integration and today as I was running my test suite I started getting this response: `{"code":"TOO_MANY_REQUESTS","details":{},"message":"Many requests fired than the allowed limit for a minute. Please check the header X-RATELIMIT-RESET for the reset time","status":"error"}` So, I looked at the headers and here we are: ``` X-RATELIMIT-LIMIT: 50 X-RATELIMIT-REMAINING: 0 X-RATELIMIT-RESET: 1598879308011 ``` The API Limits document does not mention a rate limit at all.
Adding a Tag to a new contact takes 6 clicks!
Have you considered the ability to add tags when a record is being created? It takes 6 clicks to ad a Tag after the original creation.
Lead Source - From Lead to Client
When I convert a Lead to a Client, the Lead Source does not follow. I have added the Lead Source field in the Client page, but the data is not transferring.
Creating leads from webhooks
Hello, We are integrating a 3rd party application with Zoho CRM. But the Application only allows us to make calls using webhooks. How can I push data from the Application to CRM Leads module using REST APIs? My concern lies mainly around the OAuth. How can I configure it in webhooks? Thank you for your help
Why Zoho CRM don't have task in calendar?
Dear, Anyone call tell me about this? Why Zoho CRM don't have task in calendar? Thanks Thet Kyaw Linn
Mass Email and duplicate handling for duplicate contact records (will ZOHO recognize duplicates?)
Our ZOHO CRM is set up for the cable television industry. Typically the same district manager will manage about 20 locations for a cable system company. There are about 10,000 cable systems in the United States. We need to have a unique record for each location as other types of contacts are linked to each unique location. Since we plan to sometimes Mass Email (250 a day max) to the cable system locations we are concerned that occasionally we might send a duplicate email to some district managers.
Can't manually modify the currency Exchange Rate within Sales Order and Quotes
Hi We had been working with custom fields and templates in order to use different currencies ... and yesterday we decided to turn on the multi currency feature in zoho but after one day it seems very disappointing. Besides your weird currency formatting (another post) we were required to input a FIXED exchange rate for USD and EURO, our local currency is Mexican Peso. And now when creating/editing Quotes and Sale Orders the exchange rate is LOCKED on that number, but that does not work for us,
New incoming email from a non-Lead/Contact
We have a department email address setup (sales@mydomain.com) that many of our outbound emails are sent from. And when Leads or Customers reply to those emails the messages get appropriately assigned to their Lead/Contact records. But what happens if a new prospect emails sales@mydomain.com who has never contacted us before? I would like that new email to be processed as a new lead, and generate a new Lead record in CRM, as if that person had sent us a message through our website or another sales
Need to edit portal invitation template
How do I change the customer portal invitation? I'm finding instructions to do this in Zoho Desk but I need to do this in CRM. The wording and format is very unprofessional and I want to be able to add our branding and some instructions to the customer.
Mandate attaching Contract to Account when it gets automatically transitioned from a Lead
Hi, I have setup a Blueprint that transitions a Lead across few states, and when it reaches 'Deal Won' the Lead gets automatically converted to an Account. There is a Contract related list for Accounts, is there any way for when the Lead gets converted to an Account, the system prompts it to be mandatory to attach Contract to the account before proceeding? Regards Wing
Trying to create a field that auto populates/increments
Hi, We use Zoho CRM and want to auto populate a custom field like a serial number number that auto increments but is based off of several other custom fields. For example SerialNumber=CustomField1+CustomField2+AutoIncrementNumber Any ideas how to do this? I know I can create a field that auto increments based on this article - https://help.zoho.com/portal/en/kb/crm/faqs/product-customization/web-tabs/articles/how-to-create-an-auto-number-field but I can't figure out how to add in the other rules.
Facebook Integration Broken
I used to be able to link my Zoho CRM Leads, COntacts, and Companies to Twitter, FaceBook, and Google+ profiles. Now only Twitter ever finds possible matches to associate. When I looked at my settings on FaceBook, I saw that the Zoho App was expired. I renewed it from FaceBook Privacy Settings, however Zoho CRM still never finds any potential profiles to associate.
Creating Client Project WITHOUT Adding Client User
Hi there! I'm trying to add a Project to a Client Contact. I do NOT want that Client to have access to the project. When I select "none" for Client Users, I get an error message "Sorry, there was an error. Please try again later". If I add the actual client to the project, it works just fine. To be clear, I do NOT want any client getting any sort of notification as our goal is to use this for internal projects that are related to that client. If you can assist with this issue, can you also help with
I cannot Identify the Visitor coming from which country and state
Hi, i am not able to identify the visitor coming from Google. it only show united arab emirates. one guy from zoho sales call me and said our technical support will help you but all in vain i got nothing zoho sales in start working perfectly but after plugin update in wordpress everything is finished it never work properly and never show location right. Help Please
Search not working within Product Description Field in Sales Orders
Hi For several Sales Orders we imput data inside the Product Descriptions that we sometimes need to search for later on, but nothing comes back in the search results, but if I imput the exact same data into another field within the same Sales Order, I can find it with the search function. If the search function works within fields, why does it not work for the Product Description Field? please help
Prompt to schedule a follow up meeting on converting a lead
We're looking for a way to automatically prompt our consultants to schedule a follow up meeting each time they convert a lead. Currently we're using a call back date/time field but this only adds to the consultants calendar. We've created some compulsory questions that they have to complete when converting but I can't find a way to force them to schedule a meeting. Another option might be to create a button with a function that performs this? Any thoughts or advice would be gratefully received.
HOW TO CREATED a RELATIONSHIP BETWEEN 2 or More CONTACT
Hello Everyone, I am trying to trouble shooting the creation of a Relationship between 2 or more Contact, that is not related to a hierarchy or based on an organization. We are in the travel business and we need to create a relationship between 2 or more Contacts that may travel Together ( one time) , or are Family Members , so that each INDIVIDUAL CONTACT record remain independent and can include all the specific information of such Contact, but can show the relationship with one or more contact
Weekly Activity Report
Hello, I am working to drive Zoho activity within our organization. I would like to create a report that generates weekly activity (Calls, Events, Tasks [completed], and comments[if possible]). I would use this report to track weekly activity and hopefully spark CRM use. Does anybody have any tutorials or templates that you would recommend I follow. I have access to Zoho CRM and Zoho Reports - so please assume preference for whichever is more efficient. Thanks! Trevor
Limited Login will Lock me Out
Hi there, i was configuring two new assistant accounts and I logged in and out repeatedly to test out their modules, but now i have a warning that i only have 2 logins left and then my account is locked until midnight. I have A LOT of configuring left to do today to get both of my assistants on track by monday but im scared im going to accidentally log out and then im locked for the rest of the day! Can you please renew my logins so i can continue to customise my assistant accounts without the added
Adding Image in inventory template
Hi there, I want to pull image from my product module in my inventory template (quotes). I have a image url field in my product mudule. Please advise where to store the image, (zoho documents, google drive, onedrive etc). Then Please advise the format of url to be used in the peoduct mode url field. Then, how to use this url in my template so that while creating quotes, it should pull the image from the product module and show it in quote as pdf format so that quote can be printed with the image.
Possible to see more than 5 items on home page dashboard lists?
Hello, Please see image below. Thank You
Why are completed deals still being counted as IN PIPELINE?
Why does the Deals IN PIPELINE Home Page Component count deals that are Closed Won and Closed Lost? In my opinion, these deals are no longer in the pipeline but they're being included in my count. I have verified that these Pipeline Stages are mapped to their appropriate Forecast Type.
How does my assistant know when someone responds to an email?
I use Zoho CRM and have an assistant who helps me. Most of the leads in CRM are assigned to me but some of them are assigned to my assistant. She and I act as a team - we do not compete with each other as is common in some other sales departments. When leads reply to an email that gets sent from CRM, I am notified via the mail icon at the top right corner of the CRM window, but my assistant isn't. Is there a way for CRM to notify both of us when there's a new, unread email? If I respond to the
Adding information on a Related List from a Subform in another Module
Hello! On "Deals" I have a lookup that connects with "Accounts" and produced on "Accounts" Detail View a related list. On this related list, I can only select fields that are NOT included on a subform contained on "Deals". Is there any way in which I can make a related list with this information? I have two subforms with important details of the Deal that need to be available in the Accounts. These are: Course information from a n amount of courses per deal, from a provider in Accounts. Payment Plan
Omni-Channel Communication Functionality
Hi there, would it not make sense for the 'Email' related list on CRM Leads/Deals to be expanded into a full Omni-Channel communication functionality? You could show on the same related list, maybe via tabs, communication with the client across all sorts of 'channels', like Whatsapp, iMessage, SMS etc... and Email. Thoughts?
What can be done about zoho running very slow today?
Our zoho is running very slow on all computers.
How to carry data over from website contact form into ZohoCRM to show that lead source is from Facebook?
When a contact form is made by a prospect, it will automatically show on the CRM as "Web Enquiry". But what if that lead actually came from a Facebook Ad that we are running. How can we automatically carry data from Facebook to website then to ZohoCRM to show that the lead source is from Facebook? Thanks
How to set a predefined kanban view filters
Hello! I was unable to find how I can set a pre-defined filter for the layout ont he kanban view of our Deals module. I was able to create a view, and modify its settings, BUT every single time we refresh, it keeps undoing the filters. We would like to have them always filtered by the same features, such as layout and/or pipeline. Every time we refresh, all the pipelines are shown and all the layouts. It can get a bit annoying and I do not know the name of this section to find a better instruction.
Calls in CRM
Hi We used to be able to make certain fields mandatory in the Calls module. Now with the changes, we are no longer able to. We had description of call marked as to our business was pointless just logging calls for the sake of logging a call. We needed to know what the call was about and any follow up. Now we are getting 100s of calls logged with no description and its getting very frustrating. Not to mention, your Mobile app is set wrong when logging a call - trying to tell people yes, type
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