Custom Date Field with Only Month
Is there a way to format the Date field to store just the month? We are looking to add a Billing Month field that is just the Month. In the future I would like to add a report that I can retrieve all the Accounts that are to be billed. The reason for
BCC Email
Hello --- I just sent a BCC email to a group via my GMAIL which is synched to our Zoho account but am not seeing the email appear on my lead's page like other emails I have sent. Please let me know if I need to change settings. I often will send emails
Full Email Integration in new CRM UI
I'm a huge fan of the "CRM for everyone" direction, and love the new UI, and it would seem it is tailor-made for re-thinking e-mail integration. Would love to see one of two things happen: 1) Bring Salesinbox into the proper UI so that you don't lose
mapping fields when importing from intergers to dates
trying to import data and the data style only allows date mapping. can this be changed to import or must it be lost
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
Image bug
Hi, I would like to report an urgent bug for image display. If I try to display a A module uploaded image in B module thru Then all image field in B module will wrongly display those displayed picture in related list record.
How can we remove the Stage Bar in Deals?
The Stage Bar is great, awesome, unfortunately any person can change to any stage without criteria verification. We are using another awesome Zoho CRM feature for this "Blueprints". We can at least verify some fields are right before changing to some Stages. Now we need to hide the Stage Bar. It helps 0 zero to keep it there. How can we get this done? Creating a custom module for "Deals"? Can Leads be converted to a custom module?
Custom Fields Limit
My edition says I'm allowed 10 custom fields, and I only have 5, but when I try to create a new one, it tells me I can't create any more custom fields, and I have to upgrade my edition. Any suggestions?
CRM Workflow Automation - Monthly Recurring Emails to Deal Contact
Hello, I'm trying to send an email to all Deal records that meet a certain criteria (not stage based - this would be field based) on the 1st of every month. The only option for this seems to be the date/time field, which does offer a monthly recurrence.
Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks! Moderation Update (4th July 2024): We are
Ability to remove public views by the super admin in the Zoho CRM app
Hi Guys, We currently implemented Zoho CRM for my team. One disappointment that I have is as a super admin I would want to control the views on the records my team has. And some of the default public views don't make sense in my organisation. Is it possible
Zoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.
Favourite Email Template - Zoho CRM
Hello, If you save a favourite Email Template in CRM, should this apply as the default template when sending an email? Example... I have a Quote Email Template. I have selected it as my favourite but it does not populate in the email automatically when
Track Emails Marked as Spam
Hi there, Is there any way to track whether the Workflow Emails or Mass Emails sent out, if the emails are marked as spam by the recipient? I want to know the spam rate for the emails I send out, so that I can fine tune it. Kindly advise! Thank you :)
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria
Blueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't
Enable Telephony in Channels for Developer Account - User ID: 60030356237
Hello Team, Good day! I am an engineer here at Zoom. I was integrating Zoom Phone (Telephony) app with a developer edition of Zoho CRM trial (User ID: 60030356237), however, I learnt that I didn't have various channels in my Zoho CRM. The one I am interested
Sub-Forms
Hi all, In the Deals Module, i have a sub-form for multiple companies with different contacts. The Deal is the project we are quoting, and the sub-form is the builders that we are quoting to. When we choose the builder, we then choose the contact related
lending system
We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?
Zoho Notes Search
Is there any plan to add a search option for notes within a record? the global search for notes isn't great at connecting the notes found to a specific record and as far as I can tell you can't specify a record to search for notes within. I've tried some
Migration from ACT
We have been in the process of migrating our data from an existing ACT database for several months. The migration was imported incorrectly and now we are told nothing can be done to fix it. We call customer service in Texas and the call gets answered by an agent in India. We cannot get any local support and now are six months into the project without 50% of our data. Please do your homework before migrating an existing database. ZOHO is fine if you are starting with a clean slate.
ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?
New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?
Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that says
Export CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!
Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?
Run a report of average stage durations by stage in the Deals module
I need to run a report that shows the average number of days that a deal record is sitting in each stage. See screen shot. For instance, I want to know how long records are (on average) staying in the "Equipment Received" stage before it is changed to
Investigating adding SMS add on to Zoho CRM - Which is the best?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
Subform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Columns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Filter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if it
I am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
CRM will update “tape” if there an event on specific date
Its possible? I’m a weeding photographer and I want to know if there event on the same date
We have been without Email capabilities and GMail Integration for over 5 days - Business Down. Has anyone else experienced this?
5 Days ago we noticed that ZOHO CRM stopped integrating with our Gmail. All worked fine for years and all of a sudden, no more Gmail integration. Upon further investigation,. we found that we could no longer send or receive ANY emails from./to ZOHO adn
New in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation
Dear All, The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages. So, Canvas, as you all may know, is a platform with which you can customize
Select all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows you
Formula Fields in Zoho CRM - Calculating a sum
Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fields
setup Trigger workflow or not when mass update
Hi , Is it possible that when we proceed mass update, it allow us control trigger workflow or not. Instead of only above 1000 record do not trigger.
CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This is
Bulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all related
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