Tabs for Modules
Hi everyone, this is Uğur from Hatko in Turkey. There are 103 active fields in total in my sales orders module. Because our sales processes require this usage. During registration the form gets too long downwards. my suggestion is; We should be able toError prompt when accessing our service desk portal
Hi Team, We are all experiencing an issue whereby all of our users accessing the service desk are getting the following error: It doesnt go away despite clicking on the X. You have to click on the X a few times before it goes away. I have cleared browserSending mail merge templates in Zoho CRM
I think I know the answer already, but want to double check... Zoho Sign supports a drop down merge field, for example: {{Dropdown:Recipient1:(options="D1,D2,D3")}} But if sending FROM CRM using the Zoho Sign Extension, that field would not be supported,Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which wouldSharing the Salesinbox
Hi, We are experimenting with using the salesinbox for our sales organization and ran into a problem. Our Zoho CEO user has configured our sales@ourcompany.com email in the salesinbox and emails are showing up perfectly. He set the sharing to public.Is there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appearsInactive Contacts on Detail View
Users are asking if the inactive contacts can be filtered out of the Account Related List for Contacts. See attached.Zoho Account : Ca***o.m***a@e*****e.a*
I need to reactive ZOHO for my company. Can you please give administrator access ? Moderation Update: PII detail (email) in topic subject masked. Please refrain from posting any PII details in open forum.Best practice for contacts who have left a company?
How to store email history when a contact left an account ?Ticket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/Create Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how manyQuick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. AnyZoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customersDisabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks RossMinimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to whatHow to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear inNot only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. SaludosHow do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'llEmail & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (includingOur Feeds have stopped updating since May24th
We are not getting any feeds updates in our CRM. This is critical to our business and it has not been addressed in over a week.Notifications Feeds unread count?
How do I reset the unread count on feeds notifications? I've opened every notification in the list. And the count never goes to zero.Multiple Leads within an Organisation
I have a number of leads within one organisation, some are almost sales (and are in Contacts), but I don't see any way of connecting them together? I would have thought there would be a way to connect them together, say under an Organisational Intelligenceedit note time stamp
Need to be able to edit the time stamp of a note. Often enter notes after the fact, maybe the next day but want the note to reflect the proper date and time of a call or meeting.Calling custom function via REST API from external website
I have a custom function set up to accept and return JSON via the REST - this works fine via local REST clients like Postman (using API key or OAuth). My only issue is that I can't make calls to the endpoint from a web page of an app I'm running. I'mList View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessaryUnable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevinclient script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to helpBigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into ZohoStatus on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)Leverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,Zoho Desk tickets not visible as related list in Zoho CRM
Hi, I've set up the configuration between Zoho Desk and Zoho CRM. However, the tickets are not visible as related list in Zoho CRM. Where can I solve this problem? Moderation Update: We see that you've started another post for the same challenge. We'veIF statement to join 2 first names only
I have set up on a contact layout to have a partner/spouse with secondary first and last name fields. I'm trying to set up a formula field where if the secondary name is empty, the only the first name will appear in the 'letter' formula field, but ifNext Page
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Rebrand 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 elatedUI 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 versatile
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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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