Add notification features
Good day Zoho I would like to know if you can add a splash screen on the client portal where I can add a personalized message for a customer to see when login in to his/her account.
Nonprofit Alumni Management
Greetings all, I am using Zoho to manage a nonprofit and our program applicants and alumni. I am having a hard time trying to setup Zoho to work the way I need it to. I am curious if anyone else has been able to customize Zoho to do this for their organization.
Custom Inventory Modules
The ability to add custom inventory modules. This is a must have for Enterprise subscriptions for various reasons. Currently the inventory modules are limited to: Quotes Sales Orders Invoices Purchase Orders Apart from these, a custom inventory module
Send attachments from Potential Deal to Contact Roles in a workflow
Our intention is to automate Deal management with setting up the following workflow On specific date, send the last attachment in the Deal record to Contact Roles of the Deal. Is this even possible with custom functions?
Need to hire a Zoho Contractor
Hi All: I am new to this group, so apologies for posting this in the wrong area (if that's the case). I am in need of a Zoho hire to help me with the following: *Go through our platform (we are Zoho clients) and help identify which of the apps we have
Zoho CRM: Inserting Zoho Survey Link
Hello, I am trying to make a template using my survey link, but it does not appear in the dropdown list despite being launched and active. I am new to Zoho, so I would like to know how I can fix this. Thank you.
Handling Duplicates in Zoho CRM
Find and Merge Duplicates is a great facility. However, it works only within modules. It works within Leads and in Contacts. Instead, when I invoke Find and Merge from Leads or Contacts, if it shows the duplicate across modules it would be great.
On Premise Solution
I have had some difficulty finding info for the 'On Premise' version 1) Where can I find pricing info 2) Will this version receive regular updates and patches 3) Is the functionality the same as the 'On demand' solution 4) Is there a customer portal. Regards Toby
Sort CRM Dash board list
It would be great if we could sort the CRM Dashboard list either alphabetically or manually. I would also like to be able to delete the standard dashboards that come pre-installed. Is there a way to do this that maybe I am over looking? Thanks!
CRM pictures and file upload
Sometimes you can go around in circles . We want to take photos of jobs on a module on our crm via a phone or tablet. Apparently images are not supported so you use a file upload. Brilliant. Love it. Later we are working on a template to mail merge a
How to make salutation a required field?
Our customer communication uses the last name. So, our emails and letters start with Dear [salutation] [last name], e.g "Dear Ms. Johnson." We constantly forget to set up a salutation and the result does not look good: "Dear Johnson." How can I make the
Help with workflow not recognizing condition
Hi, I've set up a workflow so that when a new vendor record is created with a specific service it will create a matching record in a different custom module. However, when it runs it says that the "condition is not met" so is not a failure, but does not
Edit Display of Fields on Create & Edit Screens
Hello, I've encountered a problem and would appreciate advice on possible solutions. Thank you in advance! I've been customizing Record Detail View pages using Canvas and setting up workflows to show only essential fields unless certain selections prompt
Problem in the email authentication step
;Hi When i am in the email authentication process, i am able to verify my domain, however not able to validate the records. After clicking on "validate the records", i am copying the DKIM and pasting it in a new TXT in the DNS setting in my shopify domain. Then i go back to Zoho and click validate records and i receive the message below: Syntax error found at the start of the SPF record and Syntax error found in the DKIM record Kindly assist me. Thank you
Mail attachment limit
Is there any plans to increase the size limit from 10mb for email sending? 10mb is very too low, we sometime have documents upper than 10mb to send. We can get around this problem by sending it directly by e-mail, and CRM will still retrieve it via IMAP.
Is it possible to take a Survey within CRM at the Account instead of a Contact?
Is it possible to take a Survey within CRM at the Account instead of a Contact? We do not want to roll up values, etc. We have a use case where a survey needs to be anonymous and therefore can not be taken on a Contact (or Target) record.
Zoho integration with Shopify
Is it possible to integrate Zoho with e-commerce platform Shopify (http://www.shopify.com) ? We need to integrate Invoices and Costumers contact details. Is there any solution for that? Thanks
Set Text within Picture
Hi， I would like to set some text in a picture for inventory template. Can this be achieved?
There is some free SIP VOIP integration to Zoho Telephony?
Hi, i have local VOIP provider, that is not listed in zoho integration marketplace.. I want to use Zoho Telephony to manage all my calls.. There is free extension, or integration that just allow use any third party SIP provider? I dont want VOIP provider
Is it possible to download the attachments of a record at once?
I should like to know if is possible to download the attachments of a record at once, I have some records that has a lot of attachments and I need download them to the company drive.
Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event
Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event. Thank you.
Notify previous Account Owner when Owner ship is transferred
Good Morning, Via a Workflow it is already possible to notify the NEW Account Owner or Contact Owner when this is changed. But is their also a way to notify the Previous Owner? This way both NEW and Previous Owner can be informed about a change in their
Issue when create Quote from Deals
hello, i have a issue when i was create Quote from Deals using script in below Return_Map = Map(); Error_Map = Map(); Quote_Products_List = list(); Create_Quote_Map = Map(); info "CRETATE QUOTE MAP" + Create_Quote_Map; info Quote_Products_List; Pipeline_Record
Attachement from related list
Hi, When I send an email from CRM, I want to attach a file that is attached to a record in a related list. Actually, I have only these options : Desktop, Documents, Workdrive, From Record, Other Cloud services. Is it possible to add an option to access
Customers Booking Appointments From Customer Portal
Greetings esteemed Zoho CRM community. I just started my free trial on the enterprise edition of Zoho CRM, I am trying to explore the idea of having my customers book appointments via the customer portal, I have tried logging into the portal but I do
Removing a related contact
How do I remove a related contact from a Client/Account without deleting their record?
UNDO mass update
Please tell me there is a way to undo a mass update? Is this something that can be done on the server? I accidentally updated all of my contact (3500) incorrectly. Please, any help is appreciated. /Tome
Missing notes in Activity Report
Hello, I noticed that some of my notes that I put on clients accounts are not showing in the activity report for that day. Thanks KB
Is Zoho Flow not included in Zoho CRM Enterprise plan?
Hi, I'm new to Zoho CRM and I purchased it to build and test API integrations for internal and external use-cases. Is Zoho Flow not included in the Zoho CRM Enterprise plan? I may have missed this in the feature list, and was under the impression that
How add condition to trigger automation if previous field stage in deal was "qualify"
Hi, i want to trigger workflow command only if previous deal stage was qualify.. I have deal pipe with those stages: "New lead", "qualify", "interested", "meet" and "sold" I am trying trigger automation when field stage is edited. But only from "qualify"
Mass Update -- delete selection in multiselect field
We would like to remove a selection in a multiselect field for a large number of contacts. Each contact has that selection and may have other selections that we don't wish to disturb in the field. Don't see any way to do that. Thanks. David
Organize CRM clients
Hello, I'm in the process of establishing a CRM system for my business. We engage with multiple researchers from the same institution, each working on distinct projects. Contracts and communications are handled with individual researchers, but payments
How make bundled offers?
We are using CRM to offer our customers services that are bundled. For example: SEO BUNDLE SERVICE is provided by: COMPETITION ANALYSIS €250 KEYWORD RESEARCH AND STUDY €500 SEO SITE OPTIMIZATION €1000 Total: €1750 In terms of the offer in general, how
Formula based on quantity field and picklist
I would like to help with a formula for calculating commission based on a picklist and qty. The name of the table is 'Vehicle Commission' Picklist is 'Type' Qty is 'Qty' Rate is 'Rate' The first 'vehicles' is complicated because it has thresholds. If
ZIA is not working and customer service is fixing problem for 2 straight months!
Dear all, I'm experiencing a lot of problems with Zia in general and I open the ticket (case) on 07.02.2023 proof is attached. Zoho customer service and developers are working to resolve this case for 2 months now, TWO MONTHS! Since I'm paying an enterprise
Is there a way to create a Portal that goes directly to a custom page?
I want clients to go into a webpage type view and be able to see the details of what we have on file, and be able to update some of those details. It looks like Portals only allows the Contact/Build list view. I started a Canvas page, but it still goes
Cannot edit "Expected Revenue" in a potential?
After converting a lead, I checked the option to create a potential and, in potential details, I see a field called "Expected Revenue" which I can't edit. What is its purpose and why can't edit? On "Standard Fields in Opportunities" page from Zoho website,
After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcut
How to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state
Deal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline Automation
Next Page