Problem 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 youMail 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 KBIs 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 enterpriseIs 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 AutomationAdd 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
Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in the Sales Order module. We're also running a migration and all existing users whoCopy 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").Next Page
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New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementCRM 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 filesCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newAuto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
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Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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