Custom module in CRM not sending emails
We have a custom module for tracking Quote Requests/POs/Bills etc. We customised it so everyone could see everything in one place. The standard Purchase Orders module wasn't really suitable. In the custom module, the standard email field won't connectWhy company name mandatory for leads?
Hi there, I am quite new to Zoho and try to figure out how everything works, what my best workflow is and how to set everything up. One question: Why is the company name in the leads mandatory? I run a vacation rental business and almost all my customersHow to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?Hidding/excluding specific picklist options from filter
Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads moduleHELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign upAttachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.Different between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm soAdd Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? ThanksAbout Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?Portal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filterZoho CRM - Client portal
Hi, Is it possible to customize the client portal in Zoho CRM? Specifically, can we add a logo, change colors, and include custom widgets?No Instagram Page under Socials
Why is Instagram page not showing up even though I have it connected to Zoho Social? I'd gladly integrate it with lead generation in CRM. Thank You.Alternative to triggering a workflow on uploading a file to an Account: Workflow <-> Forms?
Hi, We have large documents that we are handling in our Zoho environment, and we need to go through these documents and check them again after x amount of months. We want that the end-user is forced to provide this date when uploading his documents toWe've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all, We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directlyProjects no linking to Deals - "No Company/Account or Contact associated with this Job
I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but itZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();workflow between CRM and Projects
I am investigating whether to move to Zoho as a new CRM and Project Management solution I would like to know whether it is possible to automate the creation of a new project once a sale marked as won in the CRM It does not appear that you can do it. IsAuto-Follow Rules do not show up in Feeds
I want to see a log of ALL activity for all 3 users under my Feeds. I have it configured the Auto-Follow rules correctly according to the instructions, but only my activities show up in Feeds. (BTW, I am the SuperAdmin). Any idea what I could be missing?Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks DavidRelated lists duplicates on all tabs when using canvas
I'm trying to add a timeline on a tab using canvas. I put it there and fit it to the right size. But then that related list shows up on all tabs at the exact same place and overlaps everything there... why are my related lists showing in all these tabs?Dynamic filters in Reports for non-date fields
Hello, Checking if dynamic filters for CRM Reports for fields that aren't date related are in the future roadmap, thanks! For example, I made a daily activity log for our Deals and PO's. It's using the Stage history related module and returning anythingEmail in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.Portals users cannot see Deals and Custom Modules
We have a construction company. I have set up Portals so trades can see some of the Deals information. I also have a custom modular for Sign-In dates and additional information. I want them to see the Deals and see the dates they need to be onsite. IAutomatic Zip Code Lookup
I am requesting a feature that will auto complete the City, State & Country upon entry of a zipcode. This does not seem like an unreasonable request considering the ease it could be implemented.Creating sub deals for one deal driven by price increase
Hi All, I was wondering, if anybody can share an idea, how can I go around this issue. I have created a deal that represents a contract with our customer, however during the duration of the contract, the price increases. So let's say the contract lengthChaining together record creation and functions
Hello. We want to make CRM as simple, automated and guided as possible, because some users will use CRM for a single project in a year. These users are going to create records only in one scenario: creating a deal in a campaign. So, for these users, creatingZip Code or Post code assignment in Territory manager to distribute leads
Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,Set an e-mail notification that is sent daily
Hello! I would like to send an email notification daily after a Potential has been in "Offer" stage for more than 2 months. How can I do that? Thank you!Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissionsCount # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the moduleTagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email willany news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/enhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionField Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,Next Page
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New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementCRM 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 filesCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newAuto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
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Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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