CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and AppointmentsZoho CRM - Assign Lead To Task On Make.com
Hello, I am trying to assign a Task to a Lead on Make.com, although I get this error everytime. I have tried manually typing the exact name of the lead & using the Lead ID. Although both throw this exact same error. Any assistance would be appreciated.Time Zone Calculation and Field Update in Zoho CRM
I have leads who are all in the U.S., but they are in different time zones. I want to have the Zoho CRM automatically calculate the time for that specific lead based on the zip code that we obtain and then update a time field in CRM so that I can triggerBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in allPhone field Zoho CRM E.164 format
Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formatsmap fields directly from the task that triggered the workflow?
Is there a way to map fields directly from the task that triggered the workflow? like function(arg1) field1 = arg1; I see this when I hover over the function: "It is not possible to map Zoho CRM fields because there are no arguments available in theAdjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in theAdding users as 'view only' under Professional Edition
Hello - seeking help on adding a user under the Professional edition. Under the FREE edition I was able to maintain 2 additional users as standard users. Once I signed on to Professional, I anticipated that the standard users would not be additional cost,how set to show by default specific pipeline in deals
Hi, when i open deals, it aways show all pipelines, instead "outbound" that i want.. So, everytime in open deals tab, i also have to click on pipelines > outbound.. Would like to make outbound pipe default The strange thing is that i only have 1 pipeline:Are Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Please Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We completeView of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at aIntroducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,Canvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for someHow can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or oneCleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this errorExport a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields couldwhat is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?Every time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningValue of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filtersProducts VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can usewhere do I find training
where can I find the tutorials for using zoho?Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"Sum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset orCan I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anythingWorkflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been receivedAn orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna PriyankaHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?Generating Pricebook for Distributor
I have multiple distributors with their own pricebook for my products. The pricing model is Fixed. I cannot figure out how to export the pricebook to give to the distributor. I've tried generating reports and I also do not see how to view it in the pricebookRedirect to Zoho One
Hi ， Why when I try to enter to crm.zoho.com. It will redirect me to zoho one page? May I ask how to setup if I dont want to redirect.what is the script to be activated after update the blueprint?
I need my client script to be activated after the user click the save button in Blueprint. I am using this configuration below but it doesnt activated as I want so what is the script to be activated after update the blueprint?Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arleneHow to add ( show ) the "Call" button for Deals module ?
Now that the "Send Email" button is live, can we also get the following buttons within the Deals module. 1. Call: This will allow us to click to call and we will be able to select which number we want to call. My design has more than one number on theNext Page
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Announcements
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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