Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report soMicrosoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listParsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time durationSet up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainAlter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?Unable to delete Junk Lead and Not Qualified from the Lead Status field
Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.Modules are continuously loading
Hi! We are not able to open the task modules, it keeps continuously loadingFree user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and exploreHow to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksAnnouncing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck
Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just helpExplication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un casPossible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"StageReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Address Input and Map Functionality Challenges in Zoho: Need Advice
I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensionsColour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the DueHas anyone implemented OCR functionality as a text input method for the CRM?
The users in my organisation are used to writing meeting notes using the pen and paper notebook. Asking them to enter those notes into the CRM is a chore and I suspect is a major hurdle for the digitalisation initiative to take off in this organisation.Tracking leads through the sales process
Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining aSubform Auto-populate based on Main Form Drop Down
Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to TermsSet another Layout as Standard
We created a few layouts and we want to set another one to standard:Values in multi pick list are not copied to copied deal
Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this fieldWhat do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"CRM Calendar Sync Not Working
I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or anyPushing Data from One CRM account to another.
We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?Custom "Filter By" in Client Portal
Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices forUser tiers
I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?Flow to follow up on trade fair contacts
Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.Queries filtered by current page/record
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the recordsZoho CRM API Credits & Limits for Workflow
Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,Possible to backdate Stage shifts in Deals module?
I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History RelatedLayout Prompt when creating an oportunity
Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advanceTracking Implementations
We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item BWelcome Link Expired
Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>Allow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to myWe've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. AsNext 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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