Quick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. Any
Zoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customers
Disabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks Ross
Minimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to what
How to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.
Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!
Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear in
Not only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. Saludos
How do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'll
Email & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (including
Our Feeds have stopped updating since May24th
We are not getting any feeds updates in our CRM. This is critical to our business and it has not been addressed in over a week.
Multiple Leads within an Organisation
I have a number of leads within one organisation, some are almost sales (and are in Contacts), but I don't see any way of connecting them together? I would have thought there would be a way to connect them together, say under an Organisational Intelligence
edit note time stamp
Need to be able to edit the time stamp of a note. Often enter notes after the fact, maybe the next day but want the note to reflect the proper date and time of a call or meeting.
Calling custom function via REST API from external website
I have a custom function set up to accept and return JSON via the REST - this works fine via local REST clients like Postman (using API key or OAuth). My only issue is that I can't make calls to the endpoint from a web page of an app I'm running. I'm
Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessary
Unable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevin
client script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.
transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to help
Bigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into Zoho
Status on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.
Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?
Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.
There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...
Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)
Leverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,
Zoho Desk tickets not visible as related list in Zoho CRM
Hi, I've set up the configuration between Zoho Desk and Zoho CRM. However, the tickets are not visible as related list in Zoho CRM. Where can I solve this problem? Moderation Update: We see that you've started another post for the same challenge. We've
IF statement to join 2 first names only
I have set up on a contact layout to have a partner/spouse with secondary first and last name fields. I'm trying to set up a formula field where if the secondary name is empty, the only the first name will appear in the 'letter' formula field, but if
Calculate the revenue according to the number of working days
Hi, I need to calculate the number of worked days by month. We're in the consulting business so our consultants start and end their mission in the middle of the month. We have a start date and end date to the mission, and I would like the monthly revenu
Mass Update Currency Field
Greetings. We have 600+ leads and contacts that have the wrong currency. I have tried Mass update, but this appears to be a system field that can not be updated. Can this be done with ZOHO help, or is there a work around? Thanks Kindly.
How can I recover all my deleted contacts?
I delete all my contacts by error. How can I recover them?
How to stop workflow email sequence in CRM when a lead replies
Hi, I am running a 4 step workflow email sequence in CRM and whenever a leads replies, I manually change the trigger field to something else, like if trigger was on active, I change it to replied but it does not stop email sequences from going out to
New to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities to
PDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,
Connect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.
Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?
Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!
I receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!
Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities
Enhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is all
How to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.
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