Schedule an email
Please help me how to schedule an email. I am unable to see send later option.Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of theCrypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?Audit Log
Is it possible to delete history from audit log?Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in ClientsAdd Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (numberTracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allowUpdating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything withCustomer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?Garbled display when using ZOHO CRM
For some reason, periodically, whnI try to access ZOHO CRM with Chrome I get a garbled display. See attachment. It looks like data from within my CRM is visible. How do I fix this. I get the same behaior from my PC and my laptop, When I switch to incognitoCan we create a dashboard for only Kanban view?
I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.How To Mass Update Notes
Zoho CRM displays the avatar of the user who has most recently modified a note as opposed to the user who created it. That's something we're not fans of, but we're willing to adapt. What I'd like to do is export any existing notes that have been modifiedRoles & sharing
I have 3 roles: A, B & C. I want role A & B to share their society & contacts. However, I don't want role C to share its data or to see data from A & B. How can I do that? Best regards.The SiriusDecisions Demand Unit Waterfall
Has anyone tried to implement something like the The SiriusDecisions Demand Waterfall in Zoho CRM?Best Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?Internal follow up ticket
Hi Dears, Our company need different department coopeartion (e.g. business developer ask for quotation for some product, then product team provide solution ). Hence, we need something like Zoho Desk, but seems zoho desk is mainly for client and cannotHow to filter by contacts that are NOT in a certain campaign
Is there a way to filter contacts that are NOT members of a certain campaign? My use case is as follows: I have a campaign for an event I am hosting in Geneva. There are 100 people in the campaign who I have already reached out to. I Zoho, I know I haveUpdate Time Zone field based on Postal Code
I'm looking for a way to automatically fill a Time Zone field based on the Postal Code of a Contact or Lead.How does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should triggerRenaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even whenRemove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.Access lead history post-conversion for improved follow-ups in CRM
Availability: All editions except Free DCs: All Release Plan: It is rolled out in a phased manner and the feature availability is dependent on the revamped Timeline feature release. Hello everyone, After conversion, you can now view your lead's historyLead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have allReport: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advancHow do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality?Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont wantWhat is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???aligning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a customProducts on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country areRemove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would beAdd new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think theError when using zoho.crm.getRecordById and no record found
I am trying to use the zoho crm api function zoho.crm.getRecordById but get an error when this function does not find a value. How can i prevent this error? Error in executing Set Variable task. Unable to update template variable crmRecord. Error evaluatingClient Portal Validation Rule
I have set up a Validation Rule, but it doesn't work in the Client Portal. How can we implement conditional mandatory field checks in the Client Portal?Contact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how isNext 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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