Zoho CRM for Ring Central- Outbound call issue
Hello, I am having issues with Zoho crm for Ring Central. Over the past week, I have spoke with Ring Central and they they had their engineers try and fix my problem. They said everything is set up on their end, that it's Zoho CRM with the problem.Custom module - update the email address field when a contact is selected
I've read a few articles around updating fields automatically but I really couldn't wrap my head around the code. Could you please help me? Module name: Contracts Field to select: Technical Contact Field to update: Email What i'd like to do is update the email field automatically when I've changed the Technical Contact field. I read that I need to populate the email field in order to make to make use of the "Send Email" button. (I know I can use the workaround for a mail merge but I didn't want toCustom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,Validation rule overlapping client script
Hello, I have a validation rule that is overriding my client script. When the client script rule is met but not saved, a block occurs due to the validation rule. Is it possible for the client script to override the validation rule in some way? To be moreNeed help with workflow execution when button is pressed (Button shall create a generic task with a reminder x days ahead).
We would like to create a few buttons that create a task on an Account/Deal/Lead records. At the moment we manually go into a record and add a new task that is usually a "follow up" generic task that will be due in 3 days. Is it possible to create a buttonMake a task visible to Creator AND Owner
I would like to make Tasks visible to both their Creator and Owner. I have found this topic ( Task Permissions (zoho.com) ) and tried to follow its suggestion, but I cannot see how a custom field containing a copy of the CreatedBy username would allowFiltering records by multiselect picklist field
I have a multiselect field with many possible options, and I would like users to be able to filter records by this field without having to remember and type in each option by hand when filtering. Ideally I would like users to be able to filter by choosingCall Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customizeis there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you canError when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.Introducing Global Sets for easy management of similar picklists in CRM
[Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators whoHow to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looksGeneral Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this. I can run a report on with the primaryDashboard shared to everyone with all data
Hi everyone! We made a dashboard that shows the deals statistics, divided by territory. This works nicely for the administrators, but since other users are only allowed to see THEIR own deals, for them the dashboard comes up with limited data. How canSet a default email template for quotes
How can I set an email template as default, so I don't have to select the email template manually everytime I email a quote?Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant SharmaConversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?CRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customerRollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templatesZoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login systemAutomatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"Error Logs / Failure logs for Client Scripts Functions
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way thatTracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A leadNo emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows onlyTrouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In otherCustom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but whenList of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so weRich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: As @Andres pointed out in the below comment, I request you all to follow theLayouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks RolfIntroducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-upDynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answeredAttachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for ourReview Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried toCannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stagesUnable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas accordingPhone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button?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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