Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks WilcoSend meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and whenIs it possible to create an alternative account name field which is clickable on the custom view?
We have created a custom field on the "Accounts" layout called "Short Name" to record the short names of the companies so that the "Account Name" field can be hidden and not take much space on the view page. Our first surprise was that the "Account Name"Parameterizing/filtering pivot tables
Hi all, I have multiple pivot table reports that have the right metrics I need (using Zoho Creator). However, I need to filter the data based on the user that's logged in. I have a lookup form that can identify what locations (for example) each user canZoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into eachWorkflow based on formula field
HI, I am trying to create a workflow based on a DateTime Formula Field. Is this currently not possible? EricAuto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am schedulingZoho CRM mass email?
Good day everyone, I am looking to do mass email in the CRM but can’t find how to achieve the following need. We have 2 custom modules; the first one is Properties, and the second one is called buyers (they are not the same as the contacts but are similar).Converting Lead through Blueprint - Choose Pipeline
I am trying to use a Blueprint to convert a lead, but I am not getting the option to choose the correct layout when creating a deal. The Blueprint seems to be defaulting to the standard layout and not the custom layout that I have created. This is preventingemail templates seen across all modules
I don't like that email templates can't be shown between modules. It is a hassle having to go in and copy to another module. If I create a template, it should be available in all modules when I click on Send email, use template.To Send a Mail Merge from Deal OWNER instead User
Hi everyone, We're trying to send a mail merge from a deal to customer but the only option that we have in "From" field is the USER but instead of the OWNER of the deal.. Please is there someone can help us? Thanks!! 👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼Thunderbird Integration
Is it possible to set up thunderbird integration so communications from and to people who are already in zoho crm can be recorded against their contact card? Plus you could easily 'creat lead from this contact' in thunderbird? Adam ColthorpeZoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aRecurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,Pull Lead Owner Information into Email Template
Can someone explain to me how I can pull the email address and phone number for a lead owner into an email template? I can grab the lead owners name by simply typing #lead owner, but I don't see the lead owner's email address or phone number as an availableTax field in Zoho CRM
Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you HayleyHierarchy for blueprints
Hey, is it possible to have a hierarchy for blueprints? Our use case is the following: We have 3 different sources for buying our products. Each source is changing the order in which the steps need to be made. The steps in all are the same and consistScheduled report not sending
My scheduled report stopped working 2 weeks ago.Sales Orders - printing all
Hi Guys; New to Zoho CRM and completely stuck! Is there a way for our warehouse team to print all of the sales orders that are in a created/approved stage instead of having to go into each one individually and then selecting a template? This is a realHow can an Admin change an existing users email address in ZOHO CRM?
It will only allow me to update my email address not my users. That field is locked.IMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. Zoho informed me that I cannot get this data for IMAP. Is there a workaround?Zoho CRM Workload
A huge thing we are missing is workload - to be able to see all records that are owned by the same person in any module. Right now this involves pulling multiple reports and comparing / merging them. Zoho is trying to solve this by adding an integrationWhen to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirementsWorkdrive Option
HOw can i see this workdrive option as shared in the screenshot. (In video it is saying that- added extension of workdrive , how ? -here is the link of same - https://www.youtube.com/watch?v=4O3YSagZ8os) at time 0.16 please check. Moderation Update (27thWarranty renewal for multiple serial numbers under one account
Hi Community, We sell products that come with a warranty. We have added a "warranty expiration" field. When a warranty is about to expire, we contact the customer to offer a renewal. This works great if one customer, has one product from us. In many casesPrevious Week in Analytics widgets
Hi Is there a way to show items from Previous Week in Analytics widgets? I want a widget to show Revenue from Deals closed in the previous week. This isn't the same as Last Week which seems to actually show the last 7 days, rather than the period of "LastKeyboard Shortcut for Saving Notes
I am typing in Notes all day every day, and up until recently, I was able to quickly save a note without touching my mouse. I used to be able to hit TAB then ENTER. This would essentially cycle to the selection using the TAB button, and SAVE was the first[Client Script] Any method to get Purchase Order Line Item Id
Hi, I would like to auto populate purchase order record ordered item in create new record page. And line item id is necessary. However , there is no line item id including when I use fetch by Id ZDK. Am I used wrong way to get record details?Deals Cards change color as the deal ages/rots in each stage
Is it possible to have the color of the Deal card in the pipeline change as the deal ages in that stage? For example, if a deal sits in a specific stage for more than 21 days, it turns yellow and then at day 28 turns red as the deal "rots" without movingDeduplicating Leads in Custom View
Hi, I created a custom view of old leads. I only want to deduplicate the leads that are in this custom view. If I have my custom view 'active' and then go to the 'Actions' dropdown -> Deduplicate Leads option, will it only deduplicate the Leads in myhow to create task with Pop Up Reminder using Zoho Function?
I need to create a task automatically using function. I need to know how to create task with Pop Up Reminder using Zoho Function? it will be better if I can also read the documentation as well. Thank you very muchI want to duplicate a report and name it something else
Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report pleaseDisable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical dataI can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "TestMass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!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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