Uncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to seePipeline selection in CRM reset to "All Pipelines"
Hello, in Settings->Customization->Pipelines I have a single pipeline, that is set as default. In Deals there is a dropdown to select my pipeline. However as I navigate the CRM, the selection is reset to "All Pipelines". Is this a config issue on my sideDelivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.Using API V6 on Client Script
Hello, Can i using API V6 in client script to get all data from related field? if possible how to do thatCan I tie Leads to Accounts pre-conversion/pre-Opp creation?
Hey folks, I'm new to Zoho, trying to work out how my company is going to manage Leads within the CRM. I've done some googling and posts from 8-11 years ago explain that you cannot tie Leads to Accounts pre-conversion. I can appreciate that may have beenIs it possible to display a CRM report chart in a module layout?
I have my Accounts module. I want to display a chart showing monthly sales to that account over the lifetime of the Account. I can create this chart as a Dashboard module, but I can't see how to embed it in the Account page. If it is not possible to embedSupport Macros in Zoho CRM Inventory Modules
Hello all, It will be nice if you allow the use of Macros in inventory modules like Quotes, Sales Orders and Purchase Orders. There a lot of repeating actions that we do when we manage those - for example upon Quote acceptance and a Macro will be veryCreate case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staffIs possible to add automatically an e-mail address in the CC field in the Send Email tool located in Quotes Module?
Hi Team, I would like know if I can add automatically an e-mail in the field CC when use the tool send email from the quotates module either with deluge or anothert way, I'm willing to listen suggestions. Please se the example bellow Regards FabianView Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",can't use Copy Customization due to Multiple Currencies
I am trying to use 'Copy Customization' feature, but unfortunately it can not be initiated because it has multiple currencies I assume this is because two CRM has two different currencies. the Source Account uses IDR (Indonesian Rupiah) and the targetCRM / Books Integration
I'm currently setting up sync of products between CRM and Books. Why does the "Rate" price in Books sync the "Unit Price" from CRM? Unit Price is the product price before Price Books are applied so surely it should sync to the Purchase Price in BookSalesIQ for email link tracking
Hello, I setup email inside Zoho CRM so i can track if emails are opened and if links are clicked. This works perfectly. However, there is a way, using SalesIQ (apparently), to know what the person clicking the link did on the website (e.g : analyticsImporting Purchase Orders in Zoho CRM
Hello! I'm trying to import Purchase Orders in my Zoho CRM from a csv template using the Data Migration Import tool. (Selecting Zoho CRM migration). I've read the documentation and some other posts in here about the formatting and how you need to importZoho Workflow does not work since 2 week ...
Hi everyone, I have a workflow in the CRM which : - when a person complete a form (zoho form), a lead is created and a tag "Form Site Web" is added - when a lead is created or edited, if tag = Form Site Web, then - send an email As you can see in theStage Charts not working?
Anyone else have this issue where stage charts don't work as advertised? Tried playing around with this for awhile, but no luck: Before it looked like this:Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultantFunction to get & update Price Book discounts
I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); infoIntroducing Zoho CRM's all new email configuration
Last modified on May 23, 2024: Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to theCan I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so thatGive permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records thatCRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to getUsers don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.Where are my sticky notes
HOw to recover sticky notes.WhatsApp Accounts is not showing when trying to integrate in zoho CMR
Hello, so we wanted to integrate our Whatsapp Business Account in zoho CMR. Our Meta BM is verified, and the WBC is added to Accounts, but still Zoho CMR is not seeing it. Don't take in consideration the account that appears because it's a tentative tryCustomized profit and loss
Is there any option to view profit and loss filtered by reporting tags?Sync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,Leads Converting to Deals Issue
Hello, I am trying to have my leads convert to deals. In leads, I have the contact look up required, so I do not need any name field in leads. However it says last name is a field that cannot even be modified, the settings dots are greyed out and cannotFeature Request: Send Email to multiple emails as group email
Hi, Currently, When using the send email action (Via Workflows, Blueprint etc.), The emails are sent to each recipient separately. Do you plan on adding a feature to send automatic emails to multiple emails as a group email?Automate Capitalize first word for all fields in a module
Hello! I am looking for some way to automate everything someone records a contact (module). Even if it's being recorded in all lowercase letters, the contact will be visible as the first letter of each word in uppercase. Any suggestions?Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm thereCustom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.Converted Leads are not counted in Dashboard Components!?
Take a lead component like this: This is always inaccurate because no lead components in the dashboards appear to include converted leads. So even a "Leads Aquired this Month" isn't accurate. It's crazy! This particular component does a comparison againstRemove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sureZoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/childrenCanvas Layout Explanations?
Where can I find explanations on how to understand the guides shown in canvas when you move things around? I spend MOST of my time trying to get sections to align properly when the screen size changes. An explanation of best practices for layout wouldUpadte field using validation rule function
Hi, i am trying to format phone field using validation rule, code works in workflow rule (tested), but i need to make this work inside validation rule function, since i already have tons of automation on workflow rule, and i would have problems if thisNext Page
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Announcements
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, tailoredTranslation 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, Imagine
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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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