Is it just me or has their customer support dropped off?
We have used zoho for years. Used to be you could get on the help chat during USA business hours and get a helpful person. The last few times i have had a help person on chat, they didn't seem as knowledgeable. I tried to get on chat a couple of daysI want to copy the Adress Data in one form (Leads) from one field to another field if the billing address is the shipping address
Hi, I try to create an automatic function, that copies the information of the (billing) address fields (street, post code, city, land..) in the equal fields of the shipping address, if the created checkbox billing address is shipping address ist markedUse ZohoDocumentSign fields in email template/workflow
I am sending out a quote and one of the items they choose in the quote is their payment term(Monthly,Quarterly, Yearly). Once this is signed we send an email via Workflow Rules for some people to do manual tasks. I would like to include this field, "Term",Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, andmultiple fees type
Is it possible to get different type of fees for a single company (for instance the HR team with "Professionnel" accounts and one Admin with a "Entreprise" account) ?Complex field availability
I use a picklist to manage the "stage" in a custom module. I need to constrain the list of available selections based on the current selection. Example: Pick list is A, B, C, D, E, F, G If current value is A, then only show B and C. If current value isCreating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an objectAuthentication - MFA Zoho Applications
I have the following issue: Let's say several person use the same Zoho CRM account. is it possible to set up a MFA for each person for a single account ? I am afraid that once one person log in to ZOHO CRM with the MFA, the other ones cannot.how we can make it so that when we create a new Sales Order, the entire list of products with the default quantity is automatically added to it?
Hey, everybody! We are about to work on a large trade show. Our task is to speed up the process of editing Sales Orders as much as possible. Can you tell me how we can make it so that when we create a new Sales Order, the entire list of products withwhere to look for the OAuth token if I have a desktop application?
Hi all. I am new to Zoho and would appreciate any help. I want to import order table from my python script. I have registered the desktop application in the console and got Client ID and Client Secret. Now I need to get the OAuth token. However, I don'tUser not receiving notification when tagged in a CRM note
I have a user that is not receiving email when tagged in a CRM note. Where do I configure this notification?Workflow rule for anniversaries do not trigger
We want to send our clients and automatic birthday email each year and have the rule to trigger "Yearly" based on our clients "Date of Birth" so the way I understand it, is that this should trigger each year on the correct day and month since the informationDepartment breakdown by company
Hello Zoho community! Is there a way to show an horizontal hierarchy with deparments within one account? Right now I only found a way to show vertical relations within Accounts and Parent Accounts. Should we create an Account per Department? ie: ParentImporting Contacts - Almost ALL mapped fields showing as blank
Hi, I am having an issue importing contacts over to Zoho. I create a .csv as required, and in this csv I include the following fields: Company Name Contact Name (separated into first and last name) Phone Email Title Address Street City State Zip CodeZOHO is SLOW
Is it just me here in the UK, or is it happening everywhere? ZOHO CRM in particular is running so slowly as to be unusable. You need to sort out your servers Zoho, if you aren't going to start losing customers, this is simply unworkable. It just tookModify System Generated Notifications?
Is it possible to modify Zoho's system generated email notifications? For example, in building a workflow for the Tasks module, I can set a task to "Notify Assignee" which will send a system email to users. The text within that email (and the subject,Customizing Ownership Re-Assignment Email-Notifications when the Task Owner is Changed
hi, we would like to customize the Ownership Re-Assignment Email-Notification-Template. Is this possible? We would love to add the "related-to" field into the email to let the recipient know whats the task about. best regards reinhardEnable Zoho Sheet in the "Contacts" module of Zoho CRM
Hello, I'd like to be able to add an access to the zoho sheet view of the module "Contacts", within this module. How can I do it? I did not find any tips on the internet. KR,Quote content displayed twice in the Print Preview
I have created a new Quote Template. It is displayed correctly and looks pretty good, but the whole content in the Print Preview, or in the PDF Export is displayed twice after another. Is this a known issue and how can I fix it. Thanks for the support! Radostina Radostina RusevaPortals and Custom Branding - Downloads Say "Zoho CRM"
When selecting a module list or a Lead/Job, and then downloading or printing to PDF, the default download file name is [module]-Zoho CRM eg. Leads-Zoho CRM. Is there a way to change this default name? It kind of defeats the purpose of the custom braZoho CRM - Create Task With Make.com
Hello, I am trying to create a Zoho CRM Task via the Make module called "Create an object". When running the Make module, it successfully runs, however the Task does not show up on the CRM system. Any ideas? Thanks, BrendanClient Script Question...
Hi I have written this bit client script but it doesnt seem to be playing ball, essentially I want a notification to ping, when a user goes to edit the field "Total_Refund" but if it exceeds "Total_Spend" it clears the value and notifies accordingly.Using SalesInbox to import contacts that were CC'd on emails
Hello, We often have clients that will be CC'd on an email and we would like to add them to our contact list in addition to the sender. Is this possible? Additionally is there a way to tell if CC'd contacts are already in the CRM as a contact or a lCopy Bill to Address to Ship To Address
For 99% of our customers the Bill To and Ship To address are the same, and it's a big waste of time to have to enter the same address twice. Would you please give us a simple way to copy the Bill To over to the Ship To address with the click of a button? If there is some other workaround to use I'm all ears. Thank YouAdding a new user to my Zoho CRM account but this user already created his own free zoho CRM version
Dear All. I am trying to add a user to my Zoho CRM account, but this new user already created a ZOho CRM account of his own. So when I try to add the user it says his email has already been taken. I actually found the following solution: You can add anWhy is our automation lagging or non-existent today?
We have automation based on fields and timestamps. Today, the automation is not creating the note and follow up task. Also, some emails are failing to send.Can you create a lead without assigning an owner?
Here is the question I have: Is there a way I can create a bunch of leads without assigning it an owner? What I want is for my salespeople to pick and choose their own leads without me assigning them.. right now all leads are owned by me becauseSyncing with Outlook Duplicates Events
We are using the Outlook Add In. Whenever we create an event in Outlook, the event is duplicated, sometimes many many times. This only happens when the Zoho Add In is on, so it is evident this is the cause of the problem. I am using Outlook professionalMigrate from salesforce - What do we need and how do we get it from Salesforce
We are leaving Salesforce because they have stopped providing ANY support for sub $150/month customers (including us), so we cannot ask them ANYTHING at all and they have locked a large number of features behind that price as well. However, in order toIntegration from Pipedrive to Zoho CRM
Hi all, In details, I am migrate data from Pipedrive to Zoho CRM, but I found out some obstacles which makes me concerned on migration function based on API key. 1. Is it only happened on Call module and specific fields? (and before it, Lead and Contactemail integration
Hi i need help .... can i manage incoming and outgoing emails via Zoho which automatically assign them selves to a tasks if one is created. thank youSelect Equity accounts when creating bills or split expenses.
We sometimes have bills that we need to split the cost between an expense account and and owner equity account and it would be great if we could select from equity accounts at the time of bill creation, rather than having to do a journal entry to moveAdd notification features
Good day Zoho I would like to know if you can add a splash screen on the client portal where I can add a personalized message for a customer to see when login in to his/her account.Nonprofit Alumni Management
Greetings all, I am using Zoho to manage a nonprofit and our program applicants and alumni. I am having a hard time trying to setup Zoho to work the way I need it to. I am curious if anyone else has been able to customize Zoho to do this for their organization.Custom Inventory Modules
The ability to add custom inventory modules. This is a must have for Enterprise subscriptions for various reasons. Currently the inventory modules are limited to: Quotes Sales Orders Invoices Purchase Orders Apart from these, a custom inventory moduleSend attachments from Potential Deal to Contact Roles in a workflow
Our intention is to automate Deal management with setting up the following workflow On specific date, send the last attachment in the Deal record to Contact Roles of the Deal. Is this even possible with custom functions?Need to hire a Zoho Contractor
Hi All: I am new to this group, so apologies for posting this in the wrong area (if that's the case). I am in need of a Zoho hire to help me with the following: *Go through our platform (we are Zoho clients) and help identify which of the apps we haveZoho CRM: Inserting Zoho Survey Link
Hello, I am trying to make a template using my survey link, but it does not appear in the dropdown list despite being launched and active. I am new to Zoho, so I would like to know how I can fix this. Thank you.Handling Duplicates in Zoho CRM
Find and Merge Duplicates is a great facility. However, it works only within modules. It works within Leads and in Contacts. Instead, when I invoke Find and Merge from Leads or Contacts, if it shows the duplicate across modules it would be great.On Premise Solution
I have had some difficulty finding info for the 'On Premise' version 1) Where can I find pricing info 2) Will this version receive regular updates and patches 3) Is the functionality the same as the 'On demand' solution 4) Is there a customer portal. Regards TobyNext 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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