Multiple vendors for same product
Hi, Relatively new to Zoho, so I figured I'd ask... Just wondering if there is an ability to link multiple vendors to the same product created in Zoho? We are a reseller who buys the same product from multiple vendors and they drop ship directly to ourIs there a quick way to copy the contact details for a Zoho CRM contact?
This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'businessEmail workflow trigger support Inventory module
Hi Zoho, Seems so far Email trigger workflow do not support inventory module. Is it possible to do that? Or is there any method that I can track inventory module email status?Zoho Bookings <> CRM integration
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in thisHow to implement Steps in Blueprints in CRM
We want to implement all the little steps of our processes into blueprints in the CRM, since it’s very easy to understand. We are now facing the issue, that it get’s really hard to overview so many stages for every blueprint step. We thought about makingHelp Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)
This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script insteadPOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.How to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to giveBug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reportedCRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) DoesDomain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.New Contact/ New Company Recursion
Hi. I want to add a new contact from a new company. When I add a new contact, it requires I associate the contact with a company. When I go to add a new company, it requires a primary contact. When I try to add a primary contact, it requires an associatedEmail Template Folders
How can I change the order of my email Template Folders?Let us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like anIF Statement formula in subform not working
What is wrong with this formula? I do not understand why its getting rejectedCreate a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
How to Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documentsEmails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts areCustomizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsStarting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallySubform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a reportCountry Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? WarrenUTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transferCustomizing Filter Options for Client Portal Users
In the Module List screen of the Client Portal, there are many filter options available on the left side. However, I want to reduce the number of fields to avoid confusing external users. How can I set the filter fields to the ones I specify?Automated import for Zoho CRM?
Is there a way to automate the import of contacts in Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. Zoho Analytics can pull csv files from a FTP source and import into a table. Is there aImporting Text with Line Breaks into Multi-Line Text Field
I'm importing into a module that has a multi-line text field. Using a CSV file, do I need to remove the line breaks within my text before importing? If so, is there some special code or character sequence I can use in the text so that I can preserve thePossible to create a "Meeting Note" record from a "Meeting" record?
I would like to create a record to hold meeting notes from every scheduled meeting. I would like this record to import the details of the meeting, e.g. date, time, participants etc., that exist in the Meeting module, in addition to providing other fieldsRelated List on Member Accounts Roll Up to the Parent Account
I have a related list that shows on the account (Machines Installed at Location, for Example "Zoho - Austin, TX" and "Zoho - Plesanton, CA") ... but I would also like the related list to roll up to the parent account as well (for example, "Zoho - Parent")Validation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledgedDefault Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and thereKanban view howto
Hello, I do not see the kanban view button. Does is still exist ?Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaCanadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------IF Statement formula in subform not working
Why am I getting the error below?Next Page
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Translation 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, ImagineUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,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 filesRich-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 elated
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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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