Update on Links in Portals?
There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text fieldI've sent four test emails and none of them have reached me
Since yesterday I have this problem, first time it happens. Platform says that mail have been sent successfully. Somebody can help me with this?Emails from Go Daddy Reporting Email Access from a Zoho IP
Since yesterday, we have been getting emails from our email provider (Go Daddy) saying the following: "Your email account xxx@domain name.com was signed into from a new location, device, browser, or application." It says it was signed in from the UnitedZoho User Group (ZUG) in-person Meetups - APAC Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registrationZoho User Group (ZUG) in-person Meetups - Middle East Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registrationCustom Links Field Type
We asked about this feature in 2009. Hoping to see it implemented. In Salesforce.com, you can have fields that are custom links. By that, you could have a field that has the value of '12345', and make that a hyperlink that links to an external site likeMeet us in your city! Zoho User Group (ZUG) meetups - India 2024
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connectWrong email notification sent - how do I fix this?
I have been setting up different workflow rules connected to Zoho Survey. I never had any problems with this but suddenly when I test it by signing up I get 2 email notifications - one is correct from the workflow rule that i'm testing, but then I alsofield dependencies for lookup fields
hi, we want to set up field dependencies for look up e.g.) In Deal Module, when we fill in Account and Contact fields, then, we have to choose Account record and Contact record from every record, if possible, I want to choose the Contact record relatedStage Bar not Showing in Leads and Custom Module
In Sales, it shows the process bar when Blueprints are not activated. However, it is not showing for Leads and custom modules. Is there a way to turn it on for Portals in all modules with a Stage field? Its really useful.Workflow rule when field updated is not an option
In Leads Module, I dont see Lead Owner "field update" as a workflow rule trigger option in my zoho crmplus. Only options are "is", "is not", "contains", "does not contain", "is empty", "is not empty". I need to automate an email notification action toWhen Quantity in Stock is 0
hello When Quantity in Stock = 0 I want to change the field named sold in the (product module) I also have a field already added (sold ) The problem is this: I wrote this logic in the--> workflow when Quantity in Stock = 0 ––> Update the field asHow get phone field (deals) value into my function code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. my code is working, but phone number is fixed: "5521993449999@c.us" I need get value that is inside field "whatsapp1" inside deals module this way, i will run automation everytime thatHow get created deal URL into my function automation code?
Hi, i have extension that connect to whatsapp. Zapphub is extension. I have code to assign metadata to chat. my code is working, but metadata is getting fixed url fixed:"https://crm.zoho.com/crm/org000000000/tab/Potentials/6144369000004050000" i wantNotifying a record owner that someone else has altered their record or opportunity
How would i setup a flow to notify a user that a manager has change the status of one of their opportunities whilst they were away on holiday etc... or have added some notes to an account etc...? I don't want it emailing them when they alter their own,Convert QUOTE into POTENTIAL?
Hello Is there a way to convert a QUOTE to a POTENTIAL? Right now, if one of my salespeople wants to create a QUOTE he would first have to create a POTENTIAL to then select it in the QUOTES page. I don't see the logic here, this should be the other wayAbout the Portal's Custom Canvas
Hi We have created a custom canvas list for portal users. I designed it to change color depending on the conditions, but when I view the custom view in the portal, it only shows the standard design. Can the portal display elements in different colorsMultiple Leads/Same Company > One Deal
How are users handling multiple leads for the same company/account but only maintain one potential. Yes, you can convert and merge or create new contacts as well as merge or create a new accounts. The issue with this is that the values of the newly convertedTotal in Table view
Hello, for Deals, is there a way to add the total value of all deals in the table? Display it above the table or something?How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John DoeTasks & Call Back
I am finding Zoho and the way it processes tasks and call-backs very slow to use. In my previous CRMs I was presented with an alarm panel that listed tasks or call-backs requiring attention, with one simple click I was transferred to a screen showingWriting EMAILS
You guys need to revamp your email sending. 1. Its not good that you gray out the CRM lead that we need to reference when sending the email. WHats up with that? I can't look stuff up. You should pop it on a top pane or right pane. WITH ability to scrollEmail support added for Vendors module in CRM
[5 April 2024] This feature has been opened to all users in all DCs. Support for custom email fields will be enabled shortly. Hello folks, We're making a highly anticipated upgrade to the Vendors module: You'll now be able to send emails (including massCustomizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and customPrice book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of themZoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know ifCancel free trial
I want to cancel my free trialIF Formula
Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if aboveZOHO Campaigns - Updating Records and New Records Based on Criteria
I am creating Campaigns in ZOHO CRM using criteria. Our criteria are very standard in the company and do not change. 1st question When I update contacts or fill in missing information in the records of Leads/Contacts that are in the Campaign will ZOHOIs it possible to have checkboxes in the document and print only those items that are checked?
On Zoho CRM, we have a document with a list of all the necessary items. Depending on the situation, we need to be able to turn off/on individual items when printing. It would be ideal for each item to have a checkbox and for the document to display onlyHow to Show Price Per Item After Discount
I would like to be able to show price per item after discount on a quote. I can't seem to find a way to do this either through custom workflows or through Price Books. For example I would need to show something like this on the quote: List Price: $1000Browsers report insecure email links sent from CRM [mailer2.zohoinsights.eu]
Sometimes our clients browsers block: I personally cannot replicate this behaviour. In other cases internet provider's firewall blocks the redirect and the message looks similar as to the one in the browser - it literally suspects mailer2.zohoinsights.euActivity feed for every update on modules
Hello community! Is there a way to create a live feed of what my team has been updating recently? I am talking about: updates on leads fields updates on accounts fields updates on deals fields updates on activities (meetings, tasks etc) Have it show asNot all products showing up in Quotes
Hi Support, I have a ticket with you but not until next Wednesday (the only other times before Wednesday were after work hours and in the middle of the night). Unfortunately, I cannot wait that long for some help. We noticed that the quotes page was reformatted.How to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipiCan Canvas do Kanban views?
Can Portals or Canvas do Kanban views? I can't see an option for it. It's almost useless without KanbanEasily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.Cost Allocation
How do i allocate additional cost of duty and clearance to multiple items in same purchase orderZoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not chargingNext 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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