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 withinEdit Won Deal
Hello Team!! I have a SOW email notification once a Deal is WON. But when we edit one WON deal this email is fired again and I need to make a difference between a NEW won Deal vs EDITED Deal. How can i split this trigger? Best,How do I generate a component in the email template editor that includes several sub-components?
Hi, I've retrieved an email template from the zoho library which includes a component that encompasses two other components. How can I do this from scratch?Formula Error
I am attempting to create a field that auto-generates the parking ratio for buildings. Whereas, the formula would be: A/(B/1,000) Where a = the # of parking spaces; b= the building RSF The formula, I believe, should be: ${Properties.Parking Spaces}/(${Properties.Bldg.Checkbox Marked True When Variable is Met
I am trying to get a checkbox to mark true when a $8,000 amount is met and I can not for the life of me figure out what language I need to use in my functions to automate this. Any advice would be appreciated!!Notifications
I am getting proper notifications for the set work rule,Invoice for products shipped
Is there a way to generate a invoice for products shipped/delivered to customer. I know we can go Sales order --> create invoice and manually enter the units to invoice for. But this gets complicated and creates potential for error. Is there not a optionSelecting multiple templates at once for Zoho Sign
Hi! Hope someone can help me out. We currently use Zoho Sign to have documents signed (shockingly). The problem I have is that we often send 10 or more documents at once to be signed. The process of selecting each mail merge template, waiting for it toIssues with the updated Zoho CRM Calendar Integration - A discussion thread
Hey all - 3 days in and no responses have been posted to the announcement thread. Not sure if that's because no one wants bad news on the announcement thread so I figured I'd make a new thread so perhaps we can get some acknowledgement of our issues.Activity Updates on Duplicates Leads
Hi, We're facing problems on regarding duplicated leads on zCRM. When a user submitted a form via zForm that has the same email/contact with our existing lead, it merges both leads. Zoho doesn't notify us of any resubmission from the same user. Generally,New 'notes' duplicate 'deals'
Hi, when we enter a new 'note' that 'deal' gets duplicated in the deal report. We want to use new (weekly) notes as a report but cannot without causing the duplicate deal issue. Thanks!New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,CRM Reports- Export to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need toZoho Portals for Clients
I have a kit home business and I have a custom Build module for clients. I want to give them access to this module through a portal, so they can enter dates and see the typical build flow. If I allow Create/Edit, the client can setup multiple Jobs. IIs there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We wouldWhat's new in Zoho CRM? | January 2024
Hello everyone, We have consolidated the list of new features and enhancements in Zoho CRM in the month of January 2024 into a video, and here's the link for your reference: To learn more about these updates refer to this forum post. We have already publishedHow can I import 2 contacts to a deal?
Hi, I'd like to import two contacts to a deal. How can I do it? I uploaded first the Account, then the two Contacts (which both appear in the Accounts), but when I upload the Deal, I'm not visualizing there the Contacts and I'd like to also visualizeFree to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup RayamajhiMultiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction CapturingI want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is whenLead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field forOverwrite Contact Fields on Target Convert
In a previous question I posed to the community, I was able to get confirmation that when a Target is Converted and merged with an existing Contact the system does NOT overwrite existing values on the Contact record. (https://help.zoho.com/portal/en/community/topic/campaign-associated-to-converted-lead)CRM field permissions vs required fields
In CRM layout / fields configuration, it's not possible to restrict required field's permissions for selected profiles: I can see the logic although there is also an argument for read only required fields for some profiles. 1/ am I getting it right? 2/How to assign (grant access) of a web tab to specific user(s) instead of role/profile
Hello, I need to grant access to certain web tab to specific user(s), however, it's only possible to grant access based on profile. Could anyone propose a solution?Associating and viewing all emails with a deal
Hi - my apologies if this has been asked before but I've been looking around trying to find an answer to this confusing topic. I invariably only look at Deals within my CRM. I rarely go to Accounts or Contacts etc. I really only ever open the Deal objects.Web tracking change
Hello, Into Zoho CRM, for my prospection, I add career pages url's of companies' websites to check if there is new jobs to fill in so i can offer my services. A while back, I used tools like visualping to automatically track changes on a website page,Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendarInvolve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. WhySubform relations
Hi there, I have set up a subform under my deals module (called work) to associate the related contacts. I want those deals to show up under the contact record, without having to create a report since our crew needs to see this on the mobile appValidate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in theseZoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : EveryoneSync/Connect Microsoft Partner Center Referrals/Leads to ZOHO CRM Leads
does anybody know how I can achieve this? I know this is possible with both the ms partner center's API and Zoho CRM API, but how would I do it?Run a Workflow based on two Modules
Hey Everyone We are trying to run an automated workflow based on two CRM Modules. Deals - Custom Fields filed with data Check-In: 01.01.2022 Check-Out: 01.01.2022 Location: Portugal Products - Filed with data Name: Product1 Price: €100 Workflow Deal DataQuestion on modifying templates using the new Writer integration
I am trying to create/modify a new mail merge template using the new Zoho Writer WYSIWYG editor. I had to save the document before I was finished. Now I cannot figure out how to edit the template so that I can re-save it in the final version. I cannotManual email from within CRM, does not get to Connect Task Board
A manual email sent from within CRM does not get to the Connect Taskboard. An email sent from an email client, (such as yahoo) does arrive.Have revenues in the account module
Hello, I tried to find an easy way and could not find anything. There is a system field called ''Annual Revenue'' in the Accounts module but it does not update. My company uses the Invoices module (sub total of invoices) and we would like to have allNext 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,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 elatedTranslation 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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