Unified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,
Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parameters
Can you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specific
Ongoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contact
Using Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogue
Users are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in the
Client Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified Customer
Using Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registered
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
Build your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactive
Dynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?
Can I insert a note or attachment to a mass email?
Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same document
Cannot See My Email Templates
I've created a few email templates, some against Leads, some against Contacts. But when I save them, they are not listed in the Email Templates list in Setup. The default Big Deal one is there, so is the first Leads one I created yesterday, but none since. But, when I go to email a contact (from the Contact record or through Mass Email, I get my templates available in the list of templates to choose from. Problem is, I need to edit the template, not the individual email, and I can't get to it!
Templates for multiple modules
I am setting up my CRM, and I am stunned to learn that you can't access templates across multiple modules. For instance, if you want to work out of the CRM, and you want to email one template to a Contact, another to a Lead, and another to an Account,
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
How do I populate a field on Account with data from a field on Deal?
We have some fields on Deals that we would like to transfer and populate fields on the Account once a deal is won. We have a workflow that changes some list-type fields when Deal Stage IS Closed Won. We would like to populate Account fields at the same
How do I change default sort of Open Tasks
How do I change default sort of Open Tasks listed on the Home page. For some reason my system is showing tasks way out in the future, I want to have it default to closest date so I don't have to keep clicking the date sort order button. Any help appreciated
Reminder to follow-up with someone
It seems that one of the most basic uses for a CRM is to schedule reminders to follow-up with someone after a set period of time. So if I want to send an email to someone a week after we met, what is the best way to do this? I can create a task under the contact saying to email the person, and then ask for a reminder to be sent to my email. But the email reminder doesn't contain any of the contact details for the individual, so I still have to go login to Zoho to see that basic info. Is there
Trying to Setup Email via IMAP on Zoho
When I try to configure my IMAP email on Zoho CRM it keeps coming back with the undefined error message at the tope so please advise how I can rectify this please.
Turn Off Confirmation Dialogue Boxes
Is there a way to turn on/off confirmation dialogue boxes? For example, "Are you sure you want to mark this task completed?" The extra mouse clicking is tedious, time consuming and slows down the process. I can understand wanting to have a confirmation
Lead Fields
Good morning, Currently for LEADS we have a field that is "Lead status" and we have another field which is "Decline Reason". When a user selects the Lead Status to be "Declined" it will prompt a required field for "Decline Reason" so they can select the
Automatically populate Meeting fields based on recipients
Hi there, We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't have
Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Ability to access saved filters when the filter pane is hidden
Hello, a request here to be able to see saved filters when the filter pane is hidden. The benefit - This would free up an extra 15% or so more useable area for Kanban/listview because the filter pane can most be kept hidden ***NOTE - original request
Scheduled tag addition not triggering workflow in response
Hello, I have 2 workflows : workflow 1 and workflow 2. Workflow 2 triggers whenever a specific tag(reminder 3) is added to a contact. When I manually add the tag, workflow 2 seems to trigger alright. But when the same tag(reminder 3) is added through
how many contacts can I import from salesforce
it appears I'm on free version and can only import 20 or so contacts or accounts. Am I missing something?
Zoho Rollup Summary Field: An Overview
Zoho CRM is a powerful tool for businesses looking to streamline their sales processes and improve customer engagement. One of the features that makes Zoho CRM stand out is the Rollup Summary Field, which allows you to perform calculations on related
Adding data from one module to a custom module
Hello! so i'm trying to make a function to transfer information from one module to another. Essentially when a contact is "closed" i have it move to a new module to reduce clutter, but some information needs to be saved. I already maxed out the line limit
Is it possible to edit a report in Zoho CRM?
Hi, I created a report in Zoho CRM Reports joining 2 tables, but now I would like to join a 3rd one. I can't seem to find the button for that, so I'm guessing that feature does not exist (?)
How do i add AUDIT Logs via API
i want to save user actions to audit logs
Preventing a Comma in text fields
Hi, I'm trying to create a validation rule to prevent special characters, I'm able to add almost all special characters and it works fine..... except the Comma ( , ), You use the comma to separate between the values in the condition, but what about the
Product pricing without the Unit Price field
Hello, I am testing if I can use a different field for the unit price rather than the system default Unit Price. I have deleted the Unit Price field in Products and Services. When I then create a quote, CRM adds a price for the product even though there
New functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
Cadence not working on leads that are created via form submission.
Hello, I have a Cadense set up to add Leads with the status "Webinar Follow-up Cadence in Process". When I manually create a new lead with that status is works fine and adds the lead to the cadence. However, I have a zoho form that automatically creates
Zoho Contracts and Writer- Linking Documents to CRM
So I tried Contracts and it seems like a glitchy ordeal. I created a template but when I started a new Contract based on that template it was changing the template and didn't seem to link to the CRM at all. My feelings about technology are that if you
Email Unsubscribe for Leads
I currently have a cadence set up for all leads with a specific status in a custom view. I’ve included the default Unsubscribe link in my emails. When it’s clicked it shows a message next to the email address in Leads but it does not automatically check
Force Record to Exit Blueprint
Hey friends! We have a blueprint set up for our Deals module to force certain stages after a deal is in a "Demo" stage. After it's in demo, either a salesperson must select "Demo Complete" or "Demo Not Held." Both of these timestamp a date for us where
Choose necessary Deal fields during bulk lead conversion in CRM
Module: Leads Editions: Standard edition and above DCs: All Release plan: This enhancement has been rolled out to all users in AU, JP, and CN DCs for all supported editions. Soon, it will be released for all users in other DCs as well. [Updated on 26
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