Workflow Triggered by Field Update
I'm trying to build a workflow that triggers only if certain fields are updated, which is a native function. The issue is that we are limited to 3 fields. I have more fields that could trigger this workflow, but don't want it to trigger on any edit to the account record. Is there any way that we can add more fields to the condition?
Web Form Automatic Approval
Thanks God For Every Second!! Is there a way (Using Custom Function) to automatically aprrove the duplicate records created via a web Form? maybe a way to authorize the form submission to activate workflows?
custom form when converting a lead (and creating a deal)
Hello, When I convert a deal to a contact and create a deal by clicking on checkbox, is it possible to customize fields in the conversion form ? For example I need to remove the field amount and replace it by another field. Thanks
Full Address - autocompleting and Splitting
Guys, We are strongly considering moving to Zoho CRM /Zoho One from Pipedrive - but I have a few questions. Maybe someone here can help out. One of the things that works very well and quick in Pipedrive is entering addresses. 1. You add the entire address as a single string. 2. Google autocomplete kicks in so you can select the address from a list of matches (this also ensures the data is entered consistently) 3. On saving, the individual fields address, city, state, country etc are automatically
Free for 10 users
Hello, I just join as there was many great reviews online about Zoho. I work for a small company and will be the only user, so I choose Zoho which offers a free version. While joining it mention that I have access to a free version for 15 days only. Would you please let me know if a 1 user free version exists or I will have to pay after 15 days, otherwise I will pick another free CRM. Thanks Sabine
Unable to send email from account
error -> https://crm.zoho.com/crm/org697796341/tab/Potentials/4234456000000481412/send-mail?action=compose&entEmail= please advise ASAP!
Adding Office 365 email details and MFA
Hi We are trying to set up access for integration from Zoho CRM to our Email account (office 365) When doing this from the ZohoCRM Portal we always get the credential error issue even though I know the password is correct. (we are setting it up per the guide and using IMAP) On some reading - I believe we have to use App Passwords from Azure \ Office 365? but App Passwords are to be retired and are extremely unsecure. So is there any other way to use this integration? Why doesn't ZoHo CRM Support
max upload images in Product Module
In Products, on upper left I can upload image,and create a second one also in the edit part. Is there an 3rd party app/prog which can handle upto 6 images ?? in Products ? Where is the upper left and edit images located in Zoho files? William
Please tell me the problem with this formula
If(${Sales Orders.SKU Name} == '5 Days',Adddate(${Sales Orders.Order Date},30,'DAY'),NOW())) Please tell me the issue with the formula and why it keeps giving multiple kind of errors like " Missing Braces" and Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}.
Customer Service within CRM
Dear community, You might agree that CRM should also have a component for Customer Service, which is the built in module "Cases". However, we need more option to implement an intuitive app for customer service within CRM. Part of that, does anyone has an idea or did create a checklist within the module for Agent troubleshooting process? I know we have Zoho Desk, but is not convenient to keep switching between 2 applications by users. Thanks!
Trigger Workflow based on start date for a certain number of days
Hi, I sell courses online which has a start date and end date. I want to trigger the workflow daily from the start date to the end date to send information about the meeting links. Please advise on how can i do this.
Import Calls - Zoho CRM - Does not import Account and Contact information
Can anyone help? I want to use Zoho for my business and have migrated some sample Accounts and sample Contacts related to those Accounts using the import tools, without any problems. I have then tried to migrate the Calls related to those Accounts and Contacts and keep hitting a problem: I am able to import the Calls but the related Account and Contact information does not import so I am left with Calls that are not related. The Account (Related To) and Contact fields remain blank! To check that
Multi-select lookup field in professional edition
Hello, I am trying to create a Multi-select lookup field but I cannot find the field type. I am using professional edition so I wonder if there are any restrictions to Multi-select lookup field for the different editions. Otherwise, why can't I see the Multi-select lookup field in the list of available custom fields? Thank you in advance, Karl
Portal - Custom View & Search Options
Hello All: I want to post an idea or more of a feature request with regard to Portal. Currently, there is no option to set a Custom View nor is there an option to perform a search. When you start to accumulate records this becomes very challenging to scroll through hundreds of records to find the operative one. Please provide these additional functionalities to the Portal. One of the two would be helpful but both options would be preferred. Thanks Zoho! Lysandra Owen Project1Done
Zoho CRM 2020 Feature Edition - Post Four
Zoho CRM 2020 Feature Edition - Post Three Improve work environment for your employees Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce. Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control
Zoho CRM 2020 Feature Edition - Post Three
Continued from Zoho CRM 2020 Feature Release - Post Two Evaluate how your business processes are performing Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer
Zoho CRM 2020 Feature Edition - Post Two
Continued from Zoho CRM 2020 Feature Release Post one Offer a personalized selling experience The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing
Zoho CRM 2020 Feature Edition - Post One
The much awaited Zoho CRM 2020 feature edition is here! Our exciting new set of features will help you to: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment of your employees Download the help documents and read more about the 2020 features here. Understand customers' expectations Businesses are now more focused on understanding customers' behavior and putting their interests first in order to
Webform auto-response rules not working
Hi All, I have a webform on my website that automatically generate leads from the inquiries. I want to set up an auto-response rule to send every new lead from this form an email receipt. My auto-reponse rule sets the criteria as "none” and contains an email template. However, after activating the rule no receipt email has been sent out yet to the new leads. Any idea how to get it working? Thank you!
Arithmetic on Fields in Custom Inventory Templates (e.g. Quote Template)
What is required is to do conditional calculations & simple arithmetic on product prices inside the quote template itself: 1. Already have all the data I need inside Zoho fields including formula fields as needed. 2. Constructed a Quote Template (from Inventory template) 3. Works fine if I simply take existing values. Except, I may wish to do some basic arithmetic for display purposes only on the quote. 4. For example, split the amounts shown by dividing the line item price or totals. We collect
Are we able to edit each of the quick create to capture different data.
Hi I've been searching the wiki and forums, and now need to place this question. Are we able to edit each of the "quick create" to capture different data than the ones listed created by Zoho. At the moment the minimum "quick create" is not necessarily relevant for us to capture. Our company requires different information to capture for a certain number of the "quick create" entries. Any help from other users greatly appreciated. thanks in advance to the Zoho team.
Logging SMS in Zoho CRM
I am trying to figure out how to do something that seems relatively simple, but I have not been able to find a straight answer on it. When I exchange SMS messages with a lead/contact, I want the conversation to be logged in that person's timeline. I do not need to send mass SMS. I don't even need to send or receive from within the CRM. I just want text exchanges from my phone to show up in the CRM. It would make me especially happy if there were a way to do this with a Google Voice number. Thank
Attachment from WorkDrive
Hello All: When attaching files from WorkDrive to the CRM it would be helpful to have a Filter by option with the All Locations filter so you can filter the search by the location of the file. We have several Team Folders where the sub-folder names are
Blueprints: Why common transitions can be only 1? We need all transitions to be common.
What's the reason? We need all transitions to be common. Do you save any kind of IT resource? It makes 0 zero sense. What if you need 2 o 3 transitions? You have to remove that limit and let us to choose whatever transitions to setup as common. Does it make all sense?
Creating templates for a specific situation
Hello everyone! I am working in a recruitment company and I use Zoho CRM free before doing it on the one of the company. No one in my company really knows how to use the CRM, as most of them use Recruit. What I would like to do on the CRM, is to create a teamplate. I'd like to know if it's possible that what I wrote on the lead's information page, can be transformed into a template. The template should contain for example: name of the job, name of customer, place of work, person in charge, schedule,
Is there a way to include contacts from a Public View into a campaign
Hi, We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails. We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts. We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time. For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria. When I go to create a campaign though,
CRM outer margin quote template
Hi, the print preview as well as the exported pdf of a quote don't have a white margin on either side, as it is customary for documents.That means that the text starts at the top left corner and ends at bottom right corner. I changed the indents when customising the quote template. There I could create margins top, bottom, left and right. But this was not transferred to print preview or the pdf. Does anyone know how to do this? regards, Maria
Segment report from multi-select field
Hello community, We are segmenting our contacts using a multi-select field. One contact may belong to multiple segments. Segments are a list of 10 differents entries qualifiying our industry. Now we want to have some statistics, and build a report listing the number of contacts per segment, and possibiliy the list of these contacts. Example: Contact A : Segment 1, Segment 2 Contact B : Segment 2, Segment 3 Contact C : Segment 4 Report should list: Segment 1 : 1 Segment 2 : 2 Segment 3 : 1 Segment
Report or Account View: Accounts without Open Activities or no activity in the past 90 days
I need to run a list of accounts assigned to me that do not have an open activity assigned to it. I also need to run a report of which accounts I have not completed an activity for in the past 90, 120, 180, etc days. Can someone help?
Deals are double counting revenue
Hi there, On the Deal page, I'm tracking the products being discussed in the main products section. Some products have revenue associated with them and some do not. I want to generate a pipeline report that shows the active deals, the products, and the revenue. When I generate the report, the deal is shown for each product, and the revenue tied to the deal is tied to each product as well. For example, Deal ABC has a revenue of $100. I am tracking two products in Deal ABC, Product Y and Product Z.
Process check: Skipping Leads module and using Accounts & Contacts instead - what do we loose?
Hello community, New to Zoho and trying to figure out how to match our process to features available. Semantics aside, we are interested into functionality and what we might loose if we don't use the Leads module. Currently we get "raw/cold leads list" that often have multiple people (contacts) associated with a company or during initial prospecting we discover that one person is not the best contact and we should shift our efforts to a different contact. In this case, we would need to add a new
Changing owner of web form
Hi, I need to change the person who is notified when someone fills in a web form. I have changed the owner of the webform on Zoho, do I have to update the coding on the web page as well though? If I do have to change the coding, can someone point me in the direction of which specific bit would need to be updated? I don't want to replace all the coding because we've edited it quite a lot in terms of sizing and fonts, so to change the whole code would take a very long time. Thank you for your help!
Collapsible Layout Sections / Multiple Layouts based on Criteria
It may be helpful to the accessibility of the bottom elements such as Notes/Emails/etc. if the layout sections were collapsible individually and as a whole. An option to lock/exclude sections from a full collapse could be helpful. Multiple layouts based on criteria may also be equally as helpful. Our web2lead information utilizes additional fields and sections in our current implementation. Leads by phone will never need these fields or sections but are visible creating unnecessary dead space. Please
Let us rename/delete Related Lists
This feature would be very useful! Taylor S. Client Service Manager
Worflow condition based on Territory
We are wanting to setup a Workflow rule or a field update action based on Territory for an account (e.g. if Account Territory is X, set custom field to Y). I noticed that the territory field is not an option when defining rules. Any ideas on how to do this?
Condensing the Page
Is there any way to condense the page view by reducing the padding between fields? There is a lot of blank space on the page that could be filled or better utalised. Andrew
Editing Forecast Category
Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of
Converting Won potentials in Zoho CRM to a project in ZOHO PROJECTS
We use ZOHO CRM and ZOHO Projects. Is there a way to convert a won potential to a project? Dan
Workflow starting with no apparent trigger
Hello, I've setup a workflow which is triggered when an account is created or edited. It then check a checkbox state, and when true, it updated related contacts fields. This is the following post: https://help.zoho.com/portal/en/community/topic/how-to-send-email-to-contacts-filtered-by-one-account-field The workflow ("CRM Push Fleet to contact") behave as normal, when the accounts is edited manually from a colleague. (there is a second workflow "Company has Fleet" handling the Fleet checkbox) For
Create Sandbox with valid data
I'd like to create a sandbox with a copy of our existing data, so we can test against live information. There doesn't appear to be a way to do it? I tried doing a backup, but there's no way to RESTORE that backup? What's the correct process here?
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