Zoho 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 TobySort CRM Dash board list
It would be great if we could sort the CRM Dashboard list either alphabetically or manually. I would also like to be able to delete the standard dashboards that come pre-installed. Is there a way to do this that maybe I am over looking? Thanks!CRM pictures and file upload
Sometimes you can go around in circles . We want to take photos of jobs on a module on our crm via a phone or tablet. Apparently images are not supported so you use a file upload. Brilliant. Love it. Later we are working on a template to mail merge aHow to make salutation a required field?
Our customer communication uses the last name. So, our emails and letters start with Dear [salutation] [last name], e.g "Dear Ms. Johnson." We constantly forget to set up a salutation and the result does not look good: "Dear Johnson." How can I make theHelp with workflow not recognizing condition
Hi, I've set up a workflow so that when a new vendor record is created with a specific service it will create a matching record in a different custom module. However, when it runs it says that the "condition is not met" so is not a failure, but does notEdit Display of Fields on Create & Edit Screens
Hello, I've encountered a problem and would appreciate advice on possible solutions. Thank you in advance! I've been customizing Record Detail View pages using Canvas and setting up workflows to show only essential fields unless certain selections promptProblem in the email authentication step
;Hi When i am in the email authentication process, i am able to verify my domain, however not able to validate the records. After clicking on "validate the records", i am copying the DKIM and pasting it in a new TXT in the DNS setting in my shopify domain. Then i go back to Zoho and click validate records and i receive the message below: Syntax error found at the start of the SPF record and Syntax error found in the DKIM record Kindly assist me. Thank youSorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above containsMail attachment limit
Is there any plans to increase the size limit from 10mb for email sending? 10mb is very too low, we sometime have documents upper than 10mb to send. We can get around this problem by sending it directly by e-mail, and CRM will still retrieve it via IMAP.Is it possible to take a Survey within CRM at the Account instead of a Contact?
Is it possible to take a Survey within CRM at the Account instead of a Contact? We do not want to roll up values, etc. We have a use case where a survey needs to be anonymous and therefore can not be taken on a Contact (or Target) record.CRM - Site/Location
Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,Zoho integration with Shopify
Is it possible to integrate Zoho with e-commerce platform Shopify (http://www.shopify.com) ? We need to integrate Invoices and Costumers contact details. Is there any solution for that? ThanksSet Text within Picture
Hi， I would like to set some text in a picture for inventory template. Can this be achieved?Exporting Charts from ZohoCRM
Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the abilityThere is some free SIP VOIP integration to Zoho Telephony?
Hi, i have local VOIP provider, that is not listed in zoho integration marketplace.. I want to use Zoho Telephony to manage all my calls.. There is free extension, or integration that just allow use any third party SIP provider? I dont want VOIP providerIs it possible to download the attachments of a record at once?
I should like to know if is possible to download the attachments of a record at once, I have some records that has a lot of attachments and I need download them to the company drive.Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event
Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event. Thank you.Notify previous Account Owner when Owner ship is transferred
Good Morning, Via a Workflow it is already possible to notify the NEW Account Owner or Contact Owner when this is changed. But is their also a way to notify the Previous Owner? This way both NEW and Previous Owner can be informed about a change in theirIssue when create Quote from Deals
hello, i have a issue when i was create Quote from Deals using script in below Return_Map = Map(); Error_Map = Map(); Quote_Products_List = list(); Create_Quote_Map = Map(); info "CRETATE QUOTE MAP" + Create_Quote_Map; info Quote_Products_List; Pipeline_RecordAttachement from related list
Hi, When I send an email from CRM, I want to attach a file that is attached to a record in a related list. Actually, I have only these options : Desktop, Documents, Workdrive, From Record, Other Cloud services. Is it possible to add an option to accessCustomers Booking Appointments From Customer Portal
Greetings esteemed Zoho CRM community. I just started my free trial on the enterprise edition of Zoho CRM, I am trying to explore the idea of having my customers book appointments via the customer portal, I have tried logging into the portal but I doRemoving a related contact
How do I remove a related contact from a Client/Account without deleting their record?UNDO mass update
Please tell me there is a way to undo a mass update? Is this something that can be done on the server? I accidentally updated all of my contact (3500) incorrectly. Please, any help is appreciated. /TomeMissing notes in Activity Report
Hello, I noticed that some of my notes that I put on clients accounts are not showing in the activity report for that day. Thanks KBworkflow field update will Not triggering another workflow rule
I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engageIs Zoho Flow not included in Zoho CRM Enterprise plan?
Hi, I'm new to Zoho CRM and I purchased it to build and test API integrations for internal and external use-cases. Is Zoho Flow not included in the Zoho CRM Enterprise plan? I may have missed this in the feature list, and was under the impression thatHow add condition to trigger automation if previous field stage in deal was "qualify"
Hi, i want to trigger workflow command only if previous deal stage was qualify.. I have deal pipe with those stages: "New lead", "qualify", "interested", "meet" and "sold" I am trying trigger automation when field stage is edited. But only from "qualify"Mass Update -- delete selection in multiselect field
We would like to remove a selection in a multiselect field for a large number of contacts. Each contact has that selection and may have other selections that we don't wish to disturb in the field. Don't see any way to do that. Thanks. DavidOrganize CRM clients
Hello, I'm in the process of establishing a CRM system for my business. We engage with multiple researchers from the same institution, each working on distinct projects. Contracts and communications are handled with individual researchers, but paymentsHow make bundled offers?
We are using CRM to offer our customers services that are bundled. For example: SEO BUNDLE SERVICE is provided by: COMPETITION ANALYSIS €250 KEYWORD RESEARCH AND STUDY €500 SEO SITE OPTIMIZATION €1000 Total: €1750 In terms of the offer in general, howFormula based on quantity field and picklist
I would like to help with a formula for calculating commission based on a picklist and qty. The name of the table is 'Vehicle Commission' Picklist is 'Type' Qty is 'Qty' Rate is 'Rate' The first 'vehicles' is complicated because it has thresholds. IfZIA is not working and customer service is fixing problem for 2 straight months!
Dear all, I'm experiencing a lot of problems with Zia in general and I open the ticket (case) on 07.02.2023 proof is attached. Zoho customer service and developers are working to resolve this case for 2 months now, TWO MONTHS! Since I'm paying an enterpriseQuick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report soIs there a way to create a Portal that goes directly to a custom page?
I want clients to go into a webpage type view and be able to see the details of what we have on file, and be able to update some of those details. It looks like Portals only allows the Contact/Build list view. I started a Canvas page, but it still goesCannot edit "Expected Revenue" in a potential?
After converting a lead, I checked the option to create a potential and, in potential details, I see a field called "Expected Revenue" which I can't edit. What is its purpose and why can't edit? On "Standard Fields in Opportunities" page from Zoho website,After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcutHow to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task stateDeal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline AutomationNext 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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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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