Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and couldComments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experienceCRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.New Search Function
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display whichCustomizing templates
Hi everyone! I'm facing this issue, I'm not sure how to resolve it yet. Can you help me please? I'm automating the lead onboarding process, so I created a template to welcome new leads and included a button "Book your appointment" It should take the customerMultiple email addresses in Accounts Module
Is there a way when using a template and/or the send email button to send the email to a secondary email address in the Account record? You can do that in Contacts Module but the option does not seem to be there in the Accounts Module.POP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution butScreenshots to show how to access this function described in these instructions
I read the instructions for customising the Home tab (I have super admin rights): https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-home-tabs/articles/customize-home-tab#Classic_View I don't understand how to get to the option describedClient Script: how to check if a field is visible and the value is "not set"?
In my client script code, I want to find out 1) if a picklist field (called field1) is visible, and 2) if visible, the value of field1 is "not set" (-None- option in the picklist dropdown) Which functions do I use? For #1, is there a method like "getVisibility()"Marking of Leads from which Deals were created
Hi, Is it possible to track or tag leads for which deals were/or were not created? I have some leads for which it is important to control whether deals were created or not. They are generated from a specific source. So, it's easy to display a list ofIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, andFiltering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other membersSave and Associate for Workflow Rules
Hello, I have been trying to make a workflow rule that will notify me a week after a lead status has been changed to contacted. However, the save and associate button clicks and then it dims and my cursor changed into a red circle with a line throughSocial Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inboxAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Help with Implementing Gift Cards, Promotions & Referral Program in Zoho
I'm working with a client using Zoho Books, CRM, and Inventory. They want to issue gift cards, run promotions, and set up a customer referral program. Does Zoho support these natively, or are there recommended third-party integrations to handle theseTwo CRM from single login
Hi! I'm on the trial version of Professional currently, but will be getting full version. My company is looking to run both workstreams from the one CRM- we have retails sales, as well as fulfillment capabilities. The two entities don't need to communicateBulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.Swiss currency to euro's
Hi, can someone help me? I work for a Swiss company, and because of this, I only see Swiss francs in my Analytics. I would prefer to see everything in euros. I’ve set my personal settings to euros, so it’s strange that I’m still seeing Swiss francs inStarting Marketing Automation's journey from Zoho CRM
Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.Workflow Rule for custom pick list field updates across Contact, Deal and Account
I have created a custom pick list that will be created at the lead and contact level, and I'd like to have it automatically updated across deal and account levels as well. It looks like in workflow I'll have to create a separate flow for each item inHow to upload contacts when theres an auto number field
Hi there, Was wondering how to upload my excel file full of contacts to contacts module when theres an auto number field that requires to be filled The picture below shows CON ID which is the autonumber field. Below are the fields inside the creationContext 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 severalApproval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?Price Book - List Price
I know this question has been around for a long time, but there does not seem to be any way to bulk update the list price within a price book. You can create a product list Excel, with prices and upload it to the CRM. Then you have to manually update the list price, one at a time, we have hundreds of products, and the price changes every 3 months. Of course the ability to update the list price by a fixed percent based on the product price would earn you the cigar. Can we have at least a view in ZohoHow to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.Need help regarding email association
Is there a way to associate your past emails with the related leads or modules that might have been existing in the CRM before you integrated your email with it? As in if I click on a lead or contact, in the email section I can see what past emails IImport Companies with contacts?
Hi I have a presale question. i am interested for Zoho CRM software. I have some csv files of companies with names of contact. I would like to know how can I import these lists of companies with their contact names? This is how look my csv file: BusinessIs there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.How can I construct a link to a record in an email template.
I want to setup up a workflow rule that sends an email to our admin assistant whenever an Account or Contact is created or updated. In the email that is sent, I'd like to have a link to that specific record in zoho. I've tried a few copy/pastes from myDeals page sub-forms fields not showing in webhook
"Can we include sub-form fields as parameters in webhooks sent from Zoho CRM to external systems? Right now, the data from sub-form fields isn't supported in webhooks, which limits our ability to integrate Zoho CRM with other systems and automate dataLook Up Field Type not available for events and tasks?
Look Up Field Type not available for events and tasks?Reports on Emails received
Is there any way out or procedure to make a customized Report on emails received ? I am only able to make report on email sent using my account in CRM It must show subject, date , time of the emails received [email Received could be either a fresh email or reply to our sent emails]?automations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticSeeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,Automatic ICS to event like Outlook or Gmail
If I receive an email with an outlook invite link to an ics file, is there anyway to click on that link and have it create an event for me?Next Page
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Announcements
Rich-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 versatileRebrand 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 elatedCRM 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 filesTranslation 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, ImagineIntroducing 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 for
Most Discussed Topics
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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