Automatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"Error Logs / Failure logs for Client Scripts Functions
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way thatTracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A leadNo emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows onlyTrouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In otherCustom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but whenList of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so weRich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: As @Andres pointed out in the below comment, I request you all to follow theLayouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks RolfIntroducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-upDynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answeredAttachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for ourReview Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried toCannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stagesUnable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas accordingPhone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button?Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.comCreate custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if theyAutomatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know ofNotification SMS in only in India?
Is this correct? Why does it even show up as an option in my settings if I can't set it up? What is everyone using for SMS from Zoho? Would love to integrate with Ooma, the phone I can do but also SMS.Attachment in custom module
Is there a way to attach scanned documents in a custom module? I created a module for assets and would like the portion to be able to attach a vendor invoice. Thanks RudyKanban User Permissions
For some reason, I don't have access to the Kanban board as an Admin in the CRM. This seems odd, but not sure where to have the Super Admin change it. Kanban seems like something that should be open. Thanks!Adding view to canvas from Standard view - help please
Before switching to Canvas View we had a section that showed only OPEN deals in a CONTACT Record (screen shot below). I'm not sure if this was something our previous developer created or if it's a zoho system section. Either way I'd like to replicateAuto-renaming custom function name after editing in the editor
Hello, Current State When a custom function is renamed in the editor and the custom function widget is deployed to a workflow, we observed that the custom function name does not change. Most often, because the custom function is not changed, it makesAdd zoho analytics dashboard to home page
Hi， CRM's analytics some times are not able to fully cater data analysis. So I would like to use zoho analytics , is there any methods I can show dashboard in home page?Adding a Button into a Column on ZohoCRM Email Templates
I cannot figure out how to add a Button into a column on Zoho CRM Email Template builder. When going into the Column section, it provides the configuration options, which include text and image variations. However, in a "Note" section below it reads:How to Set Default Value for a Specific Field in a Subform Based on a Condition?
I have a subform called Materials, which contains a checkbox field named Charge. I want to set the Charge field's default value based on the variable g_VIP under the following conditions: When the page loads (Page.onload). When the "Add row" button isNew and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, makingBulk add Contacts to a Custom Related Module / Create Linked Module record
I would like to add a Button to Zoho CRM Contacts that can do the following: - Tick any number of Contacts - Click the Button - Show drop down list of Custom Related Module records - Select a Custom Related Module record - Execute - Linked Module recordsYou can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import dataScheduling in different time zones
Hi, I'm often invited to attend webinars & telecons hosted in other countries, where the scheduled time for the event is not my timezone. In Z Calendar, Google Calender, Outlook etc etc, I have to do the timezone calculation myself taking into consideration: - if the host has provided a timezone - if the host has put am/pm - if I know what the TLA for the represented timezone - if I know the timezone, need to know how many hours ahead or behind that is from GMT - if that timezone has Daylight savingsEmail Configuration 'undefined'
Hi there, I cant get my email configuration to work. Every time I input the information I just get an error of 'undefined'Zoho CRM - webhook limit
Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regardsZoho Projects Calendar Integration with Zoho CRM
My company uses Zoho CRM as their main centralized calendar. We also use Zoho Projects to manage our projects. However, it doesn't appear that the calendar on Projects does not integrate with Zoho CRM (although I can integrate Projects with the CRM).How to trigger a specific workflow from Deluge?
Hi all How do I target a specific workflow in my code: updatedeal = zoho.crm.updateRecord("Deals",deal.get("id"),dealmap,{"trigger":{"workflow"}}); I dont want to trigger every workflow assigned to a Deal when its modified. I just want to trigger a specificDeduplicate Accounts in Bulk
I have a number of account record duplications in my Accounts module. The built-in deduplication is one by one and tedious, definitely not built for scale. I do understand the challenges in just doing this in bulk, but I'm hoping there's a faster way.Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone canEmails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The firstNext 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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