Notes Partial Save and Partially Disappearing - Intermittently
I am having an issue with the notes partially saving, sentences being cut off. This happens mostly when I use TAB>ENTER to quickly save the note, but also happens sometimes when I use mouse to click Save. And I know for sure that the Note is saving becauseHow many Canvas rules can I create?
We'd like to know the number of canvas rules that can be created in Zoho CRM. I'm sure there is a limit but I can't find it listed anywhere. Use Case: We're trying to create a Custom List View Canvas that displays the weeks of the year. We'd like theProduct groups in template
is it possible to add product group title for products and subtotal each group, this is how i want to format my templates:Email sharing with IMAP in Zoho CRM
When setting up an IMAP account there is the option for 'Custom Record-Level Sharing Let me choose which customer emails to share with other users.' Where and how do I choose which emails are shared?Integrating Software License Server with Zoho CRM - Contacts vs. Leads?
Hello Zoho CRM Community, I'm working on an integration project between a software license server and the Zoho CRM solution. The goal is to capture trial user data from the license server and upsert it as records in Zoho CRM. In a subsequent step we willEmail Templates - HTML question
Hello, I am making a new quote template. I'm using the version of the template editor that lets you edit HTML, but it doesn't look like this one has "Add header" or "Add footer" options, so I need to do these in the HTML code. What I'm trying to do isHow to create a link for the lead in a mail template
I build a mail template that we receive to alert us of a new business oportunity and i would like to put in the end a direct link for thar business oportunity in Zoho CRM. There is any way of building a link that merges part of the zoho Crm link and theOverwhelmed by Real Estate Brokerage Zoho CRM Setup: Months of Frustration
Zoho's products are so flexible that I don't know where to begin. Despite having 2 technically savvy (coding experience) people working on this, we're feeling completely overwhelmed and frustrated with the months long setup process. Our Marketing CoordinatorField Update for User field
I have added two user fields in CRM. I would like to process Field updates on these user fields, however, they do not show up in the dropdown list for Contacts. I did create these fields in Contacts. Any ideas why this doesn't appear in the dropdown listCreating service reports in CRM - how to include images when using mobile app
Hello, I made a custom Timecards module related to our Deals module. We're a contracting business. For various reasons we decided tailoring the CRM for field service instead of using FSM would work best for us. One dual use of the Timecards module isHow to get emailos pulled up from Google email to the Zoho CRM
Hello Zoho Team, How to setup the emails from Google to get pulled up to Zoho CRMCalling from CRM
Hi, I am new to Zoho CRM and I am based in Canada. I am looking to make outbound calls from within CRM. As I was exploring telephony and Zoho Voice - there was a message on the screen 'not available in your region'. Does Zoho CRM not allow calls in Canada.dynamic filter in a workflow rule
In general workflow there are many times that I need a dynamic filter and not just a filter of whether the field is one value or another ZOHO has already worked on a dynamic filter in filtering records in the record search field https://help.zoho.com/portal/en/community/topic/new-in-crm-dynamic-filters-for-lookup-fieldsHow to arrange fields like in the Quote subform, with two fields per row in a single block?
How to arrange fields like in the Quote subform, with two fields per row in a single block?Dealing with Sub forms
Hello, I need to generate a separate waybill for each line in a multi-line subform. The variable fields will be from the subform and the waybill number which is autogenerated and the rest of the fields will be static. How could I design the format toBug in Rendering Field Label name in Custom Module for Specific User
We have encountered an issue where one of the field names in a custom module is displaying its API name instead of the field label name in the layout. Notably, this issue is only affecting a specific user. Issue Details: Expected Field Name: Invoice DateHow to customize the colors of the Client Portal login screen and add the company logo?
As title, how to customize the colors of the Client Portal login screen and add the company logo?"Voice to Text" typing software for Notes within Zoho CRM
So, is there a Ai, or Software that might be Free that could be used to take Voice to Typed Text and then be pasted into Zoho CRM Notes, Comments. Is their Ai to provide spoken instructions to Zoho ?barcode
we are small business dealing in handicraft products, is it important to have a barcode for us?, if yes then how accepted is barcode from zoho in national markets and what exactly is barcode type and barcode data?Creating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. RajatFormulas inside a template?
I would like to use a formula inside a quote template. Basic arithmetic. Is this not available with your product? This seems like a really basic function. Since the template cannot go backward and fundamentally change the database of prices and products, what's the harm in allowing me to render the information on the page the way I choose?Customize the Quote Template using formulas
Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currencyAdding a multi-line field as variable in Zoho Flow
I am trying to set up slack notifications for one of our custom modules and want to create it so that it includes 'Notes' [a multi-line field] in the slack notification message. The 'Notes' field isn't showing up as a variable I can include though...Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and createLimited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. AreCall Duration
Wonder if you can help me, I am trying to create a dashboard component for the calls module but instead of seconds I want minutes, Ive created a custom field called Total_Minutes, is there the ability to create a custom function that works this out fromHow to stop e-mail workflow once a specific lead status is selected ?
Hi, I want to add a feature to stop sending customers our workflow e-mails once a lead status is changed to "booked", so that they do not receive our sales emails anymore upon course booking. How can I do that ?One-click WhatsApp and Zoho Integration
Hello there! I'm Aizhan from the TimelinesAI team. Our Native Zoho and WhatsApp integration, designed to streamline your communication and productivity. With this integration, you can effortlessly sync contacts and messages from WhatsApp directly intoAdding 'Created Date' to email template without the timestamp
Good Day All, Optimizing my workflow here. I figured out how to add the Leads first name ${Leads.First Name} I need to add the 'Created Day' to my template. Also - is there a legend as to syntaxes for adding the Lead Fields into template such as above?Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicatesClient Portal Multi Language Field Label
There was a field named [End Account Website] at custom module. I changed the field name to [End Customer Website], but the field label is displayed differently in different languages.Canvas Broken/Gone
I've been using a custom Canvas on my Account and Contact pages for over 2 years, and haven't even changed then in that time, but as of this morning, none of them work. Any account or contact I click on only opens a black page (save for the footer whereQuestion: Accounts owner notified when Lead owner convert to contact.
Hi, Let's say you have a Lead named Lead L, working for Company A. Lead owner is User 1. Company A already exists as Account. Account owner is User 2. When User 1 converts its Lead L to a contact, User 2 gets notified that a Lead has been converted toPlease allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide thisNo Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilitiesFAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible forOur Few Leads Are not uploading from our Facebook ad account to CRM
Our Few Leads Are not uploading from our Facebook ad account to CRM Could you please help us out with it?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forEmpower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard andNext Page
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CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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