Contacts Name incorrect?
In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?
Contractor/Service industry help needed!
Hey service business owners, I run an epoxy flooring company and I'm in need of some help. We grew 100% last year and did about 1.3m in revenue with 2 crews. We want to get our back end in place now so it doesn't halt our growth. Our plan is to franchise
Issue with dropdown field mapping when Create Record in workflow automation
Hi Everyone, I hope you guys are doing well and enjoying the holidays! Here is what we trying to achieve and just wondering if someone can help us to figure it out! We are trying to move data/records from one module to another using workflow. However,
CRM Email Validation
How do validate my sub email so all emails going to my other address go to the crm
How to categorise and record different services types
Hello, I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM. Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which in
Problem with Zoho CRM and Zapier: Unable to create entry in module: Invoices. Required field not found / in_request_body false
Hello, I have created a Zap in Zapier that creates a new entry in the regular Invoices module. Today (and for some reasons…I do not why) I get an error message in Zapier: Hello, Unable to create entry in module: Invoices. Error : required field not found.
Calculating Mortgage/Loan payments is actually hurting now
Hey @zcrmteam CRM Team and anyone else that might be able to help. I am trying to create a loan repayment calculator in CRM. So far I have wasted days on this! It is a very simple PMT formula in Excel, but it seems to be impossible to recreate in CRM.
New Subscription (Billings) on Account (CRM-module)
Hi, We are new users of Zoho One and I am struggling a little bit with a function. When we have acquired a customer we want to create a subscription via the CRM-module. We have setup the 2-way sync between CRM and Billings and it works fine with most
Cannot add pipeline stage, says its already there
I am trying to add a pipeline stage but it says there is already a stage with the same name. I have tried to add this stage before but it never shows up in my list. Any reasons why I can't find this stage that is supposedly in there?
Only one line appears in a multi-line item when imported.
Hi. I need your help with something. There is a CRM contact with a multi-line item of data type. When importing, I want to put multiple lines of data including line breaks into a multi-line item, but only one line of text before the line break will fit.
Lead Stage- and Deal Stage Duration
Dear Community, We have recently created several lead stages and activated the lead stage history. Now we would like to create a chart for our analytics dashboard that shows how many days the leads stay in each lead stage on average. We would also like
Preserving Lead Progress Post-Conversion in Zoho CRM
Hello fellow Zoho CRM users, I've encountered a challenge with my Zoho CRM setup and could use your insights. After investing considerable time in creating a comprehensive Blueprint to guide leads through the sales funnel, I've hit a snag. My process
Recently viewed contacts
In the old interface, there was a "Recently viewed contacts" tab on the left side of the screen. Can I get it back?
Error in filed criteria, not accepting more than 25 values
Hi Team, I m having difficulty in creating a report, when I m trying to give more than 25 values in any field it gives error as not more than 25 values are allowed. Earlier it was not like this, we used to give more than 25 values for pulling any report.
How can I customize the optin confirmation email in ZOHO CRM
We have enabled Double Opt-In on a ZOHO CRM Webform. I cannot find a location where i can customise the layout of the email authentication that is sent to a user. Could you please let me know where / how this can be customised?
Deleting a task from Sales Order once Quote is marked as Won
We have created a custom function for deleting tasks once a quote is won or lost. The lost part of the function works fine. However, when the quote is won, it changes to a sales order and the task is then associated with the sales order. We have tried
Import leads from trade show, but some might be existing contacts
Hi all, We just came back from a trade show, and imported a lead list. Some of the people on the list might be existing contacts. Is there a way to sort this on import? (new leads to leads, contacts to contacts) Or is there a way to scan leads for an
workflow
Hi, Can someone help me in creating a workflow that would convert lead to prospects once the lead has been contacted and can be tagged as Active or dead according to their responses then converts to accounts once agreed to purchase the services. Can someone walk me through the process?
Domain MApping TXT Record
Hi, How would i enter my TXT info into my hosts TXT record creator? Please see imagine below what I have to use: my credentials are in this format (these are not real) and I'm using crm.mydomain.com for my cname record TXT Name : 7571025684a222db771bb72c8375629ca11b4285
Salutation as a required field
Hello For now, the "Salutation" field is linked to the "First Name" field. But when "First Name" is required, "Salutation" is not. It is very critical to have the "Salutation" required, because when we add the variable "Dear Sir" or "Dear Madam", we need
CRM - Host not getting email notification about Calendar Booking
I've testing Calendar Bookings in Zoho CRM. It seems to work well - however, the Host (myself) doesnt get any email notification. The calendar booking shows up in my calendar and the customers calendar. The customer gets a "Confirmed" Calendar email.
Notify me when a CALL has been scheduled in Calendar Booking
Hi! To be clear, I'm referring to Calendar Booking within the Zoho CRM calendar module, not Zoho Bookings. Thanks to the Calendar Booking FAQ's, 😃 I figured it out how to receive notification of a scheduled meeting by enabling the "Notify me when a meeting
How to import Quotations, Sales orders, Invoices etc from another CRM?
Is there a way to import data such as quotations, sales orders into Zoho CRM in bulk? If so, in what format?
Block field technicians from viewing past data
Hi We have given access to our field technicians to view Zoho CRM schedule and work orders on the mobile app. But we want to limit their access to past data once they have completed the job. How can we do that, if possible?
Imported Accounts missing Zoho Unique Id code
Hi, I have imported abt 65 accounts to Zoho CRM using a XLSX template. Accounts were correctly imported but I noticed that no Zoho Unique ID (Generated by Zoho) was created/assigned to these recently imported accounts. The Zoho Unique ID wasn't supposed
Zoho Finance Limitations 2.0 #1: User Field Level Permissions from Books do not exist in CRM. Zoho Finance has no Field level permissions
It's standard in CRM to have user roles field level permissions. Same standard exists in any accounting software. it's not possible to implement any field level permissions for Zoho Finance. What does that mean? Basically any custom fields show for everybody
Duplicate Record in Zoho CRM Module from one layout to layout
Hi, I have a module with two layouts and two pipelines: one called Ops and one called Reqs. In the layout of Ops, I want to create a copy of a record when a stage is met (Stage: "Interview Scheduled" in the Ops Pipeline). That record copy should go into
Export Zoho CRM Invoice to XLS or CSV for upload to Zoho Books
Good morning, Is there a way to export an individual invoice from Zoho CRM Invoice module as an XLS or a CSV so that I can upload it to Zoho Books since there is no direct integration of the two? Operationally we use CRM for creating Quotes and Invoices,
zoho crm MCL/MQL leads of refferals
I want to get leads of refferals also after getting to contact us i am getting leads of first user in MCL & MQL but not getting refferals leads like name contact country mobile number
Custom Modules not showing in Portals
I have a few custom modules. Some are showing in Portals and other are not in the list to be able to be shared. All the modules have the correct sharing turned on. I noticed with the Quotes module, that when I moved the Owner field out, it didn't show
Tabs for Modules
Hi everyone, this is Uğur from Hatko in Turkey. There are 103 active fields in total in my sales orders module. Because our sales processes require this usage. During registration the form gets too long downwards. my suggestion is; We should be able to
Error prompt when accessing our service desk portal
Hi Team, We are all experiencing an issue whereby all of our users accessing the service desk are getting the following error: It doesnt go away despite clicking on the X. You have to click on the X a few times before it goes away. I have cleared browser
Sending mail merge templates in Zoho CRM
I think I know the answer already, but want to double check... Zoho Sign supports a drop down merge field, for example: {{Dropdown:Recipient1:(options="D1,D2,D3")}} But if sending FROM CRM using the Zoho Sign Extension, that field would not be supported,
Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which would
Sharing the Salesinbox
Hi, We are experimenting with using the salesinbox for our sales organization and ran into a problem. Our Zoho CEO user has configured our sales@ourcompany.com email in the salesinbox and emails are showing up perfectly. He set the sharing to public.
Inactive Contacts on Detail View
Users are asking if the inactive contacts can be filtered out of the Account Related List for Contacts. See attached.
Zoho Account : Ca***o.m***a@e*****e.a*
I need to reactive ZOHO for my company. Can you please give administrator access ? Moderation Update: PII detail (email) in topic subject masked. Please refrain from posting any PII details in open forum.
Best practice for contacts who have left a company?
How to store email history when a contact left an account ?
Ticket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/
Create Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how many
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