ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that saysExport CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?Run a report of average stage durations by stage in the Deals module
I need to run a report that shows the average number of days that a deal record is sitting in each stage. See screen shot. For instance, I want to know how long records are (on average) staying in the "Equipment Received" stage before it is changed toInvestigating adding SMS add on to Zoho CRM - Which is the best?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrationsSubform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesColumns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesZoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoiceFilter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if itI am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrationsCRM will update “tape” if there an event on specific date
Its possible? I’m a weeding photographer and I want to know if there event on the same dateWe have been without Email capabilities and GMail Integration for over 5 days - Business Down. Has anyone else experienced this?
5 Days ago we noticed that ZOHO CRM stopped integrating with our Gmail. All worked fine for years and all of a sudden, no more Gmail integration. Upon further investigation,. we found that we could no longer send or receive ANY emails from./to ZOHO adnNew in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation
Dear All, The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages. So, Canvas, as you all may know, is a platform with which you can customizeSelect all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows youFormula Fields in Zoho CRM - Calculating a sum
Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fieldssetup Trigger workflow or not when mass update
Hi , Is it possible that when we proceed mass update, it allow us control trigger workflow or not. Instead of only above 1000 record do not trigger.CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This isBulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all relatedCRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks KenData conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advanceZoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "ContactCounting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)Trying to figure out IF statements...
Trying to learn formulas and having syntax errors for the formula below: IF(${Attendance.Medicaid Level} == 1, 61.49, IF(${Attendance.Medicaid Level} == 2, 76.86, 0)) Basically, if field Medicaid Level is 1 or 2, enter 61.49 or 76.86 respectively. AnyCRM Automation date updates
In creating workflows I also created a custom field in accounts. This custom field should be set by execution date. What I want is when a field status is changed in accounts this field is populated with the execution date...but it does not work. Thisfree edition - web to lead form -email not notification
I am a consultant and was introducing zoho to my smb clients by integrating thier web site with web to lead forms until I found out the web to lead form in the free edition does not support email notification! Anyone in sales will tell you that the lead must be promptly followed up. Having leads sit in crm is not going to work - unless your users are sitting in front of thier zoho crm account - which they are definetly not! I am now pulling zoho integration out of a half dozen accounts dueAdd a warning to a field inside a Blueprint Transition
Hey, is it possible to add a warning to a field inside a Blueprint Transition? For example: When a date is set over 2 weeks from now, show a warning.Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,Why do I have to republish a Cadence for it to continue working?
I have a cadence set up that uses a Custom View on the Contact module. The Cadence is set to send an email "Immediately after enrollment". However, suppose the Cadence has run through the first set of contacts, and I add another set with the correct criteria.Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM. But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?How to Create a Widget in a report in Zoho CRM?
Hello Team, We need to create a widget for a specific records in some report of Zoho CRM. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.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 ourEmail 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 thisHelp 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?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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