Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
CRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, Reynald
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So I
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
Function to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"
Under a contact emails I would like the "Sent emails from CRM" or an ALL emails option to be the default
Attached is a photo of what im talking about.
Correct structure for HQ and office branches please
Hi, I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts. How do I create a branch record then connect
Automate email to vendor
Is there a way to email a vendor when a PO is created or edited? I see I can do this but only to PO owners;s etc.., and I would like to email my vendors when a PO is approved or cancelled automatically. Is this possible?
Send an alert to Vendor when PO is created or edited
I would like to send an email alert to my vendor when a PO is approved or cancelled. I see I can only do this automation to the PO creator, PO owner, or PO owners manager. Is there a way to send it to a vendor instead?
Blank dates appear at end of chronological order
With tasks but I would say it also applied to most items, if something doesn't have a date it usually means it is backlogged or not for immediate attention. However in CRM whenever you display something by date those items without any date appear at the
What will happen if a record is not resubmitted within 60 days after rejection?
What will happen if a record is not resubmitted within 60 days after rejection?
Adding an option to outcome of outgoing call
Is there a way to add an option to the "result outcome of outgoing call" activity? There is not an option to indicate that a message was left.
Workflow which triggers after the date comparison between Today and a date field.
He guys, I have a workflow which executes 2 days before a Date Time field (Departure Date) by sending a Notification Email to a client. So if for example I will add in the Departure Date "May 3, 2024 09:30AM" then at "May 1, 2024 09:30AM" it will send
How do I customize the subject field picklist in the Tasks module based on logged in user role?
Hello, We are setting up Picklist options in the subject field in the Tasks module, but due to the volume of different task subjects needed by different departments, we'd like to be able to only display the ones relevant to the logged in user. Is there
Backing up emails for a deactivated user - please clarify conflicting info!
I have seen conflicting responses on this topic over the years and I want to confirm the right approach. I have an employee who left. Her IMAP configuration was active. I do not want to lose her email history. It appears from current help documents that
Date Import Probems
I am trying to import lead with a date field. I have tried multiple formats in both Excel and CSV format but nothing works. How do you import a date field correctly?
Customer purchase order tracking
Is there a way to upload Purchase orders sent to us from our clients for products that they are in need of? I want a way to upload them all into one area to show what purchase orders I have open that need to be completed.
New Report Module - Inclusive Relationships
I have been working with Zoho Support on an issue with the new Reports module. It is a wonderful upgrade to what was originally there. Unfortunately, there is a pretty major bug in it. If you have a parent module with an inclusive relationship to the
What is Bussiness Messaging Credit (Whatsapp) in Zoho CRM?
I am trying to integrate Whatsapp API into Zoho CRM. so I am reading this documentation below: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/business-messaging/articles/whatsapp-integration#Integrating_WhatsApp_Messaging_Service_with_Zoho_CRM
Relay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what to
Not possible to fix a Pipeline in Kanban view for users/roles etc
Good afternoon, I don't know if anyone can help us but we have a big problem with the Kanban view. We currently have several pipelines, associated with different areas of the company. Each Pipeline has its different stages and blueprints. The fact is
When is CRM going to update the Kanban View?
The Kanban view is very aged in Zoho and needs to be refreshed. When can we expect to see this updated to look more like Pipedrive, infusionsoft, ActiveCampaign, etc?
Uncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,
CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see
Pipeline selection in CRM reset to "All Pipelines"
Hello, in Settings->Customization->Pipelines I have a single pipeline, that is set as default. In Deals there is a dropdown to select my pipeline. However as I navigate the CRM, the selection is reset to "All Pipelines". Is this a config issue on my side
Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.
Using API V6 on Client Script
Hello, Can i using API V6 in client script to get all data from related field? if possible how to do that
Can I tie Leads to Accounts pre-conversion/pre-Opp creation?
Hey folks, I'm new to Zoho, trying to work out how my company is going to manage Leads within the CRM. I've done some googling and posts from 8-11 years ago explain that you cannot tie Leads to Accounts pre-conversion. I can appreciate that may have been
Is it possible to display a CRM report chart in a module layout?
I have my Accounts module. I want to display a chart showing monthly sales to that account over the lifetime of the Account. I can create this chart as a Dashboard module, but I can't see how to embed it in the Account page. If it is not possible to embed
Support Macros in Zoho CRM Inventory Modules
Hello all, It will be nice if you allow the use of Macros in inventory modules like Quotes, Sales Orders and Purchase Orders. There a lot of repeating actions that we do when we manage those - for example upon Quote acceptance and a Macro will be very
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