Scope of the Zoho CRM Meetings integration with Office 365 setting
Reading these instructions https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/sync-meetings-contacts-tasks-with-office365#Synchronize_Zoho_CRM_Meetings_with_Office_365, it's not clear for me if every userNew in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matchedDeals in Calendar view
Hello, Is it possible to place deals in the calendar view? Thanks Steve Moderation Update: A similar discussion is ongoing in the forum link below, and we encourage everyone to follow the post for further updates on this feature request. As such, we willInvestigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these lossesEnrich 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 optimizingKiosk Studio Session #2 | Boost cold call efficiency with a call script kiosk
Hello! For sales teams, cold calls are swift, frequent, and repetitive processes. Often the first touchpoints in many customer journeys, they help sales reps proactively engage with potential customers. When done well, they persuade prospects to set upZoho Support DOESN'T REALLY CARE
we have reported a couple of go live issues 2 weeks a go and escalated to the Regional Account Manager "Mark D'cruz", is this the normal support level for professional License? we're anticipating to add30-40 more users in 3 months but we can't make thisIntroducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.Only Deal owners can access/upload attachments attached to this deal.
Hi, Is anyone familiar with this issue? Apparently only Deal Owners can access and upload attachments of a Deal. Is that normal, or can it be changed using any settings? See screenshot here in the attachment. Kindly, Dirk Broenink Moderation Update: I'mAuto opt out for Account Types set to Competitor
I need to make sure that where "Account Type" is set to a specific type "Competitor", that they (all associated contacts) are automatically opted out from receiving emails and subscribing to newsletters. I note that opt out is at Contact level and notSyncing from Outlook calendar to CRM Meetings tab
Hi I have enabled syncing in the Marketplace > Microsoft section of settings in CRM. New Meetings created in the Meetings section of CRM appear in a new Outlook calendar, which is groovy. I have created a calendar appointment in my Outlook with a CRMis Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can seeCan I add Conditional Mail Merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterForm Availability - Issue
I created a form using the Form Availability - Between specified dates. Post the end date, I am now trying to extend the end date ... or even by making the form Available - Always... it just keeps showing the old expiry message on the frontend. I havePermission Denied
Hi, I'm having a problem accessing 'Modules and Fields'; it says 'Permission Denied.' Can you help me resolve this issue?How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated byCalling from Zoho CRM from my LT connecting via my Iphone using Verizon service
Where in zoho one CRM is the setting or check box for me to enable logging a call details (duration, date, time and other info from my LT ?setting up a clickable text with a hyperlink
I have a form and in this form i want to have a text that will be clickable that will take me to another page or websiteCopy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sampleCadence vs. Workflow
Greetings. I see a lot of noise around Cadence. We have already creating a lot of workflow rules for dealing with and following up to incoming leads. What I don't see is what's the difference between Cadence and Workflow and how we may benefit from updating?Zoho CRM and Safari v18 MacOS page display weird
With Safari 17.6 this issue didn't exist. When opening a quote under Quote Information (see below) it displays correctly as shown. When using Safari 18, the latest version, a large blank area get's added under Hide Details where you have to scroll downImage insert
How do I add an image to Zoho forms? From what I understand it used to be available when you could add a note, but now it is not. Second how do I link one form after another, for example say I have 1 form and then they hit next, and go to another formConverting a lead does not create an account
When I convert lead, I get a portential and a contact, but I do not get an account. Account Module says that accounts are created when a lead is converted. Why is this not happening?How to automatically fill up field based on lookup field input
Hi there, I have a custom module where some emails are stored and i was wondering if i can make it so that based on the selected procurement name the procurement email will pop up, wondering if this is possible using client script. The APIs API for procurementCase Comment Information Edit/Delete Entry
How can I edit or delete Comment Information entries in Cases? We are using this as a log and if erroneous information is entered we would like to remove it.Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separatelyImport does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the myProduct search issue
Hi, I would like to understand what is the search logic of product module. We have lots of pen, but when I key in "pen", there is no result back.Calculate next due date
Hello Zoho Community, I need to calculate something. Perhaps you have an idea: I have a field for a starting date of a contract. e.g. 1.3.2023 I also contract length in month: Renewal every 3 month Now I want to calculate the next renewal date. (In thisError when automatically filling up field based on lookup field
I tried running this code: try{ var procurementId = ZDK.Page.getField("Procurement_List").getValue().id; log(procurementId); ZDK.Page.getField("Procurement_list_email").setValue(ZDK.Apps.CRM.Procurements.fetchById(procurementId).email); } catch (error)Zoho CRM Group Records
Hello, It would be a great addition if we are able to group records by a field, not only sort them. For example lets say I have a field Account Status - a) Potential b) Customer Currently I can sort all the records, but it would be nice if I am also ableClient Side Scripts for Meetings Module
Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currentlyHow to carry over module name to another module with automatic generated number
Hi there, i want to be able to from a module called sales order, automatically put the name into Delivery order, however there is a workflow that automatically generates the name as the delivery order no. picture of delivery order name and no. in thisCRM Developer Connection
I want to change an developer admin account to a non admin on production. This account has connections created under it, is there a way to transfer ownership of the connections or will I have to recreate them?Meeting color coding - determined by filter
Hello, the meeting color coding is great! I have an idea, can the filter setup screen have an option that says "Field that determines calendar color coding". Since the filter being used at the time still determines that only 1 picklist is driving theCan I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select butRelated Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".Quotes - Products - Discount percentage does not work
Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the priceChanging Web form Button Color
Is there a way to change the color of the button on the web form? When I embedded it into wordpress , my buttons turned blue. Help how do I fix it ?Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearingNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Subhash Kumar
Zohoboy