Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since FebruaryUseful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documentsCalculate the revenue according to the number of working days
Hi, I need to calculate the number of worked days by month. We're in the consulting business so our consultants start and end their mission in the middle of the month. We have a start date and end date to the mission, and I would like the monthly revenuMass Update Currency Field
Greetings. We have 600+ leads and contacts that have the wrong currency. I have tried Mass update, but this appears to be a system field that can not be updated. Can this be done with ZOHO help, or is there a work around? Thanks Kindly.How can I recover all my deleted contacts?
I delete all my contacts by error. How can I recover them?How to stop workflow email sequence in CRM when a lead replies
Hi, I am running a 4 step workflow email sequence in CRM and whenever a leads replies, I manually change the trigger field to something else, like if trigger was on active, I change it to replied but it does not stop email sequences from going out toNew to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities toPDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,Connect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!I receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilitiesNew in Zia: Identify anomalies in list views, plus best mode to contact recommendations
Hello all, We're here with a couple of enhancements in Zia—Introducing anomaly detection in list views and the best mode to contact suggestions. So without any delay, let's get into the details one by one Anomaly detection in list view Anomaly detectionEnhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is allHow to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.Font keeps changing in emails
Is there a way to set a permanent default font in emails (specifically email signatures)? We spent hours setting them all up (templates, email sigs etc) and they seem to randomly send in different fonts. Usually Times New Roman, we set everything up inPermissions based on fields data
Hello, I don't think it's possible to set up permissions and/or share rules based on records' fields values. Is this something being considered to implement? Regards, Moderation Update: The condition-based Data Sharing Rules is available. AnnouncementChanging a customer currency which is different to company base currency
I am trying to change the currency for a customer which is different to our company base currency. When I attempt to select the drop-down in the customer profile when editing, this is greyed out and I am unable to select anything else. Kindly advise asZoho Forms not linking to Portal
I have a Portals page/module set up with a link to a Form. However the CRM Search bar in the form is blanked out and doesn't search or even allow typing into it. The form is set to Public.Middle Names
I don't understand why Zoho has not included a filed for middle names. This is standard in the U.S. and required for many legal documents which we use in my office. Please add this feature it is very basic and there is no reason to exclude it.How to change User Role
Hello! I am the primary administrator for our company's CRM. When I opened our Zoho account, it automatically marked me as CEO. However, I am not the CEO! How can I change this in my profile? Thank you.Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listOutlook 365 Zoho Calendar Meeting to Zoho CRM Contact Record
Hi I have integrated a two-way sync between Outlook 365 Calendar and Zoho. I currently testing the integration - I am operating with Outlook 365 Calendar, and I create a meeting within Zoho calendar in my Outlook. I invite a synced contact (Dr Loopy TestFeature should be added - WhatsApp templates in Zoho CRM
Hello Support, I started using WhatsApp in Zoho CRM but I found that templates are used only for workflow-rules, I used to use WhatsApp in Zoho Desk and this feature is available (picture attached). You may suggest using Predefined Text feature, althoughDates to Exclude Leap Year
Hi there community, The following formula correctly calculates the number of days between two dates within a subform of my custom module: Datecomp(${Aircraft Rating.To},${Aircraft Rating.From})/1440 The problem is if the number of days between these twoSignals do not work for custom modules.
When we send emails to records in a custom module, we do not get any notifications/Signals for when these emails are opened/interacted with. We are only getting notifications for records in standard modules. Can we change the behavior to include notificationsCreation of CMDB using Zoho CRM
Hi Everyone, pretty new to this forum, and new to Zoho CRM. Just wondering if anyone has tried to setup a CMDB (ITIL SACM term) in Zoho CRM. It appears you can setup custom modules that you might be able to turn into a CMDB, but i am not 100 percent sure.Get file contents off a file upload field
Hi I have been struggling with getting uploaded file contents in ZOHO CRM using DELUGE. I have a custom module that has a file upload field were users should upload an XML file I have been able to retrieve the URL of the file but not the contents. ThereIs there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisDefault value of subform
Hi , I suggest that CRM allow us preset default value of the subform. In our business, most of time we need two product to be added into product details. It will be great if we can preset default value for subform. Note: I know client script can achieveCreate a conversion rate insight
I've been trying (without success) to create an insight in the analytics module of CRM to show me the conversion rate of deals in the pipeline (ideally by stage but at worse just an overall rate). I've found several posts but they are all old and (perhapsUpload field on tasks module
Hello, Why I cannot add an upload field to a Task? Or maybe when creating the task make attachements visible, so you can add an attachement while creating the task? Looking forward to your response!Has Zoho abandoned the support live chat feature on CRM?
I used to be able to get through to support chat about 4 out of 5 times I tried. In the past 6 months, I have probably tried 15 times and not a single time have I been able to get through to a person. I know sometimes it can get busy, but 15 attemptsCPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.Parallel and multiple transitions limits?
Hello, I'm setting up my 3 Blueprints available for my PROFESSIONAL EDITION but since i know there are limitation for the 10 transition per Blueprint project, i have found nothing about parallel and multiple transitions limits. Can anyone enlighten meHow to downgrade from trial to the free licence
Hi! I'm trying out Zoho CRM but all I need is to see if the FREE version (the one with limited features and limited to 10 users) is enough for me, but after signing in I now have the Entreprise version in a 15 days trial. I really don't want to work inHow to do two fields of one column at subform?
I see the subform of module [Quote] , the fields [Product Name] and [Description] is in the same column at one row. How to do that at custom module?Users get forced into a trial account
There's a complicated process that has wasted hundreds of hours in our support department. When a new user is created in our One account, the user should be linked to our enterprise account and NEVER receive any sort of trial. If the user tries to loginTrigger a Workflow when a specific email template is used
Hello, I would like to trigger a workflow based upon what email template is used to reply to a lead. Is this possible? What I'm trying to accomplish is (in pseudocode): if (Email was sent using Final Attempt Template) { if (No response received withinNext Page
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Announcements
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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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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