How can I apply a blueprint, when records are already mid-stream?
I have set up my blueprint and, using the stage field, set the Contact records to the appropriate state of the blueprint. How do I apply/activate the blueprint on the records? The only going into the blueprint are the new records that meet the entryEmails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to haveZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the pointCan you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this emailHow format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,Authentication details provided was rejected by Source server. Kindly provide valid username and password.
I have a Zoho Mail. I started to use Zoho CRM because of email marketing. When I go to email configuration and try to link my Zoho Mail the following message appears: "Authentication details provided was rejected by Source server. Kindly provide validPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waIs there an equivalent to the radius search in RECRUIT available in the CRM
We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUITZoho CRM Email Parser Issue
I am trying to send emails to Zoho CRM through the email parser to add/update records. The system I am sending from puts all email addresses together for a contact separated by a semicolon. The Zoho email parser does not appear to accept this. Is thereReport Scheduler - Fortnightly (Biweekly)
Hi, We have our sales meeting every 2 weeks, and it would be great to enable the report scheduler to have an option for Biweekly or Fortnightly reports rather than weekly, monthly etc.Links to Record Related Lists
Hello, Is it possible to create a url that can link to a specific record and section of the detailed view page? E.G Lets say I have a contact with the related list of deals. Is it possible to create a link to this: https://crm.zoho.com/crm/<org>/tabClicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info. Thus, I can't save and create an new invoice. Please help. Thank you!Using formula field as counter/rollup summery
I have a custom module with a numeric field that is updated from time to time. I want to add-up all the changes to field and present it in a different field as a rollup summery. For example: number field = 100 --> updated to (-30) so now I need the numberSubform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)CRM and Workdrive integration
While looking for a way to link the CRM attachments to Workdrive i discovered this post. I was just wondering if the integration mentioned has now been released? https://help.zoho.com/portal/en/community/topic/integration-between-zoho-crm-workdrive ModerationUniverge Blue Voice Recording field in the calls module locked or empty.
Hi I have been trying to implement the Voice call recording with NEC Univerge Blue Connect phone system AND zoho One. I have been able to make all the key features in red work with no issues. My only issue is the 4th feature and bullet point below inEmail-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? ThanksExport Analytics dashboards as JPG or PNG
I'd love to see a way to export a CRM Analytics dashboard as an image, with a date and timestamp added to one of the corners. Useful when wanting to email data to a client or vendor specifically. Doing a Print-to-PDF adds cut-off lines whereas being ableUpcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be ableAutomatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there anyWorkflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notificationHow to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers LukeIs bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List usedOffice 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email theyClient Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/moSearch Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name starting with 'M'. With the new UI, it takes 3 clicks just to get to this option. It's quite ironic, because the main issue I've found with searching contacts is that you have the same first name for so many, so the quickest way to filter is to typeHow do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, PeterHome page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please helpI don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked theHome Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhereThe new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the sameWorkflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteriaJourney Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I haveMailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, KevinSynchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love usingZoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contactLead Blueprint transition in custom Canvas list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed view. Thanks in advance for your help and keep on the good work! The new interface for detailed view is really awesome. Best,Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,Customize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this relatedNext 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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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
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