User & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? ThanksHow to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!Display more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?Picklist history tracking duration in hours instead of days
Hi. I've a field for which the history is tracked. I can see the duration in days. Is it possible to add or change the duration to hours instead of days?Why we dont have "onAfterUpdate" in Details Page Client Script
Hi Team, I would like to know why we dont have "onAfterUpdate" trigger for Client Script in details page. With this, i am not able to process the records with the value recently updated in the detail page. Will it be available to use anytime soon?Issue with Sorting by Stage Name in CRM Dashboard Components
I need to address an issue we are currently experiencing with two components in our CRM Dashboard, which is significantly impacting the presentation of our KPI. Specifically, we are facing difficulties in sorting the chart and funnel components by stageExporting Zoho CRM Deals + Contact Names + Contact Emails
Dear Zoho Support Team, Please advise on the best way to export Deals + Contact Names + Contact Emails from Zoho CRM easily ? I managed to export Deals + Contact names but I was unable to export the contact emails on the seem sheet ? Appreciate your swiftPurchase Orders Fields Update Triggered by Mail Merge / Zoho Sign
Hello, I'm sending my Purchase Orders to suppliers through a Mail Merge document to be signed via Zoho Sign. I would like to update fields or create tasks using Workflows when the Mail Merge document is signed by the supplier or when it is sent to theHow to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a productZoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantInviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients for'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, AdamCan't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up ofButton to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.Don't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The requiredCHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?Manual entry pricing
Hey everyone, We sell financial product to our clients and we would like to track our assets under management and our growth product. For a same financial product, a client can invest, $1K, $100K or $1M, and the price is negociated with each client. TheNew capabilities for custom buttons: Elevate UX and CX with just a click!
-------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happySet Field Mandatory by Client Script ZOHO CRM
#Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please doFiltering by external field
Hi everyone, we have added an External field to our Accounts, how can we filter the accounts list by this field? It doesn't show up under "Filter Accounts By".Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us chooseSchedule an email
Please help me how to schedule an email. I am unable to see send later option.Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of theCrypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?Audit Log
Is it possible to delete history from audit log?Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in ClientsAdd Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (numberTracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allowUpdating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything withCustomer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?Garbled display when using ZOHO CRM
For some reason, periodically, whnI try to access ZOHO CRM with Chrome I get a garbled display. See attachment. It looks like data from within my CRM is visible. How do I fix this. I get the same behaior from my PC and my laptop, When I switch to incognitoCan we create a dashboard for only Kanban view?
I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.How To Mass Update Notes
Zoho CRM displays the avatar of the user who has most recently modified a note as opposed to the user who created it. That's something we're not fans of, but we're willing to adapt. What I'd like to do is export any existing notes that have been modifiedRoles & sharing
I have 3 roles: A, B & C. I want role A & B to share their society & contacts. However, I don't want role C to share its data or to see data from A & B. How can I do that? Best regards.The SiriusDecisions Demand Unit Waterfall
Has anyone tried to implement something like the The SiriusDecisions Demand Waterfall in Zoho CRM?Best Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?Internal follow up ticket
Hi Dears, Our company need different department coopeartion (e.g. business developer ask for quotation for some product, then product team provide solution ). Hence, we need something like Zoho Desk, but seems zoho desk is mainly for client and cannotNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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 filesTranslation 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,Rich-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
Most Discussed Topics
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
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Subhash Kumar
Zohoboy