Zoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks forMultiselect Lookup inside a Relationship Record
I have created a Multiselect Lookup for Accounts inside a Custom Module 1 called Events So 1 Event can have multiple Participations that relate Event with Account participating. Inside participations i want to add a Multiselect Lookup Field in order toWay to organize note?
Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoadhow to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")How schedule workflow rule based on deal filled date:hour?
HI, i have automation that start sending whatsapp messages cadence when deal is created. I would like make possible to create deal, but workflow just start send messages according to date in field inside deal. For example: When i create deal, if i fillNew field doesnt show in Report Filter
I created a "on hold date" that gets populated when a deal stage is set to "On Hold". I want to have a weekly report sent to me every friday night with all the deals that were put on hold that week, I think the best way to do is filter by "on hold date"How find phone number in search inside deals module
Hi, i have thousands of deals, inside them, there is a phone field called "whatsapp" I want to seach phone number and see deals related, but when i try search for example: +5522999221132, it not found anything. How to solve it? thanksIntegrating Zoho Sheets to Zoho Canvas view
Hello, My team and I would like to add the Zoho Sheets view as a section in the Zoho Canvas view for the lead module. Is this possible to do?TimeOut when getting account emails
I'm encountering timeouts when making multiple calls to the "Get Emails by Record" endpoint, specifically while using the Account module. Despite each account having only one email, retrieving emails from ten accounts triggers timeouts. Here's the exampleDaily User Activity Reminder Email/report
I'm trying to create a report that we can send every user which will show their individual "Todays Tasks and Events". Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout theCanvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating thisDeal Currencies in parentheses
Hello! I could not find an explanation in the knowledge Base, what does the currency in parenthesis mean in Deals? For example: $8000 (CNY 8000). It is very confusing. Also, is it possible to have a custom currency per account and an overall currencyPlease add Cliq integration in Blueprints
Please add Cliq integration in BlueprintsFrom Bigin to ZohoCRM
I have been using Bigin for quite sometime and few other Zoho app so i eventually purchased the Zoho one and I believe migrating to Zoho CRM would give me more integration among the many functions and apps, the question is what is the best process toDeals module field " new business" or existing business"
Could you explain what "existing business" and "new business" in Deals module?How run post api json request using function
Hi, i want to send whatsapp message using z-api service, they provide api to send messages. I whant execute it in workflow rule, inside functions. They have api code example in javascript: var settings = { "async": true, "crossDomain": true, "url": "https://api.z-api.io/instances/MY_WHATSAPP/token/MY_TOKEN/send-text",Function #43: Transfer record information from one module to another with subform datas.
Welcome back everyone! Last week, we learnt how to Organize Contacts based on the Deal Stages. This week, let's look at a custom function that lets you transfer data captured from one module to the other along with the subform data. Business scenario: The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. The process is quite linear - create a lead --> qualify the lead --> convert it to contact -->Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I amCustom chart on zoho crm homepage showing daily created deals
Hi, i want to create custom chart, that need to show on homepage of zoho crm, showing how many deals was created daily. It is bar chart, This chart also will show distribution of who (name of person) created those deals, would be something like this:About My Untouched Deals in Home
Hi Experts, I would like know how many time is required to show a value in My Untouched Deals Component located in Home , I have created deals and avoided updating its since more than two months ago and I do not see the effect in this component. PleaseBulk Add notes
I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able to mass add noteHow would you...
I have a need where we have a custom module where we book in demo's of equipment, this works well and puts the demo on the calendar etc... However we have got to the point where we want to create demo form, that is a form our user fills out when the customerE-mail opt-out filter
In our last e-blast sent with a synced list from our CRM, I was reviewing the opt-outs. In the lead or contact record the opt-out shows in there record under campaigns. It does not show in the filter for "e-mail Opt-out". Why?Predicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.Deals created this month kpi in home dont show due to permission problem
Hi, i want to see "Deals created this month" in home section of zoho crm, but it not show. It show message: "You do not have permission to view this component.". When i click information, it say: 1. The corresponding module or field may have been disabledZoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digestRow Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configurationReceiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unlessMultiple Selection/Select All for Approvals
I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way toEmail > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connectionHow to know when an email was added or modified?
When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last SyncIs there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?Deletion of Attachments within a module
Hi, Working within a custom module "Discussions" I am finding that users are adding multiple attachments, this is causing a high amount of storage usage in our account - which is needed whilst the record is being worked, is there a possibility that whenError when try imprt deals from file
Hi i am testing import deals using xlsx file. I attached example file. When tried import into zoho, it say to check file. If does not contain merged cells or filters. But i not found anything wrong.Display of related lists in Custom List View
I want to display deals in a related list in a custom list view created from contacts. Currently, only items in Contacts can be selected in the Custom List View. How do I add a related list?Zoho CRM Deleted User
I have a user's Email, which exists in the CRM user database under two different accounts with different IDs; one status is Active, and the other is Deleted. How can I permanently delete the account that is marked as "Deleted"?How do I create a scheduled call diary (calendarised) in Zoho CRM?
Hi I wonder if anyone can help me with my problem. The problem It is imperative that my company is able to have a calendar based schedule of sales calls for the months ahead. This is a BASIC requirement of a CRM system. It MUST be calendar based, as theZoho, Why won't you add Tasks to the Calendar?
This has been brought up by many MANY people. Other CRMs do this with no problem. They do have a "time," but may not be like a meeting that's held to a certain window; it has a due date usually. In other CRMs, the tasks appear as "general" events at theAbout Campaings and Zoho Campaings
Hi Zoho Team Some months ago we've received the folloging message when you try to use campaings inside Zoho CRM, the message said: Zoho Campaigns cannot be contacted , what happens? what's the wrong? Thanks in advance PabloHow to check for a unique field during deal creation for alert purposes only?
Hi, I want to add an alert only for deal creation when a field is duplicated. In the modules and fields settings, it's possible to block new deal creation if a field is duplicated. It shows an alert indicating that this field is duplicated with a specificNext 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, 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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