Add second lead to same company -- do company details get autofilled for second lead?
Hi if I create a lead that is attached to a company and fill out all the company information (address, website, etc) and then add a second lead and put the company name as the same company, will it automatically fill out the company info (address, website)My Leads only convert to Contacts, not Accounts
I was trying to customize the CRM so I was able to use it for a Health Insurance Brokers Firm, and It is not allowing me to convert the Lead into an Account, even though I would previously allow me to.Delete Related Records from the Deal Module
Hi everyone! Hi I have a question on how we can delete the related records associated with that particular Deal Record. on Deal Record Is has a Related List name of my Related List Audit Logs Lists. The scenario when a field I is edited from a Deal RecordRerunning a Sync to update a field
Hello, A field has been added to sort our Pest Lead sync. Is there a way to rerun the sync so that all contacts are updated?Change the template for sending reports through the report Scheduler
Hello, At the moment when sending a scheduled report through the reports scheduler, Zoho sends the reports signed by Zoho TEAM. It is supposed to be sent by the user and the user should decide how it looks and what the mail says. I have configured myHow would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply aInquiry Regarding Website Development and Support
Hello, I'm interested in knowing, when I develop a website and launch it on the internet, is it possible that there might be issues with the site that need to be resolved later (after launched it on the internet)? Additionally, in case issues arise withEnhancements to finance suite integrations
These enhancements are currently live for all users across all DCs. Last modified on: March 13, 2024 Hello everyone! We're delighted to announce some enhancements we've recently made to the finance suite integration with Zoho CRM. These improvements focusCopy Address button customisation
Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens. The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage. On conversion of the Lead (to Contact/Account and Potential) I need the following to occur: In Potentials I need to display · Physical Address only In Accounts I needMass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflowsAfficher un champs de la section "Compte" dans une vue des "Affaires"
Bonjour. Je voudrais avoir une vue des "Affaires" qui me montre à la fois les noms des entreprises ainsi que les numéros des entreprises y associés (ces derniers étant la valeur du champ de la section "Compte").Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it hasAutomating adding contacts to a campaign based on a change to a specific field
nb. I'm referring to the Campaign object in Zoho CRM here, not an email campaign in Zoho Campaigns. I'm looking to build a workflow that will add contacts to a particular campaign when a specific field on the contact record is updated to contain specificSIP integration Zoho CRM
Hi there Is there a way that we can integrate our own sip provider to use within Zoho CRM. We are based in South Africa and i am sure it wont be that difficult. ThanksHow to trigger workflow thru update record API?
Hi, I am using this API to update the record in CRM, but seems it will not trigger workflow. Just want to know how to make it trigger workflow? https://www.zoho.com/crm/developer/docs/api/v5/update-records.htmlChange 1st Day of Week in UI to Sunday
When I create a new Task and go to enter the due date, a small calendar appears in the UI which allows me to select the month/day quickly. However, I'm consistently messing up my intended selection because for some reason the week starts with Monday instead of Sunday. This is the first time I've ever seen this in an application... in much of the western world our weeks start on Sunday. Where is the setting to change this?Not able to see the parent account and enrich data
I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?Assigning Leads to Queues
Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.Zoho name appearing in url searches
I have custom domain set, but when a url search is done, the Zoho name shows in the search history. Is there a way to remove this? I have attached a screen shot. Also, if I print the screen to the printer or pdf, it leave a text line referring to ZohoSubmit Button
Hi, I want to take this button in the line of Field email don't want the down.WHERE THE F*CK IS EVERYONE?!!
WHY THERE IS NOBODY AND NO CHANNEL TO CONTACT YOUR SUPPORT?!!!!! YOUR SOFTWARE BRIGHTNESS IS TOO BRIGHT ANDF HURT MY EYES!!!!!!!!How to add a portal with access for customers?
I know it is possible to add a portal for a kind of customer self service to Zoho CRM. For example I do want to send a link to the customer where he can check his address and change it, if the address has changed. But I do have a few questions: Is itCompleted Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter theCRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.Why am I getting the following error message?
you cannot send email with unsubscription link for more than 1 recipients.CRM Field Details - WHO, WHEN, Where it's used?
Is there a way to see WHO created a specific custom field and WHEN it was created in the CRM on a module? In Module settings, I can only see the fields but not those details. I've also checked in the API section under API names but do not see WHO or WHENhow can I change the font when I answer a ticket in zoho desk? thanks
how can I change the font when I answer a ticket in zoho desk? thanksAccess parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relationsZoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and BillingAuto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasingAnnouncing a change to how null values in formulas are computed in Zoho CRM
Dear All, We hope you're well! As you all know, the formula field is a versatile field that enables you to perform varied computations, from simple math to concatenation to field value comparisons. To learn more about the different capabilities of formulaRunning a report for Customer Balance Inquiry for Active customers only
I want to run Summary Customere Balance Report but it includes the inactive customers as well. How can add a criteria to this report. The inactive customers are obstructing the view. Also, how can I arrange this report (according to balance owed forSending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receiveZoho Crm Web Form Transparent Background
Is there a way to make the background in zoho crm web forms transparent?Zoho CRM entries Count
Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked beingBuilding a Report based on how many contacts had a similar checkbox selected based on a given date
Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, thenIn CRM Email, how do I set visibility of a Zoho Form?
This is a Send Email action in CRM. This is a small subset of Zoho Forms. Where and how does one set a given Form's visibility? With email templates, visibility is set via folder visibility.Deleting notes
Hi everyone, I'd like to know if there's a way to delete all notes at once or simplest way possible, please. Alternatively, is there a way to delete all notes based on a criteria, such as all notes from the previous year? Thank you very much.Sales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilitiesNext Page
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Announcements
UI 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,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, ImagineCRM 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, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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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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