Free to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup Rayamajhi
Multiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
I want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?
Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is when
Lead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?
Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.
Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field for
Overwrite Contact Fields on Target Convert
In a previous question I posed to the community, I was able to get confirmation that when a Target is Converted and merged with an existing Contact the system does NOT overwrite existing values on the Contact record. (https://help.zoho.com/portal/en/community/topic/campaign-associated-to-converted-lead)
CRM field permissions vs required fields
In CRM layout / fields configuration, it's not possible to restrict required field's permissions for selected profiles: I can see the logic although there is also an argument for read only required fields for some profiles. 1/ am I getting it right? 2/
How to assign (grant access) of a web tab to specific user(s) instead of role/profile
Hello, I need to grant access to certain web tab to specific user(s), however, it's only possible to grant access based on profile. Could anyone propose a solution?
Associating and viewing all emails with a deal
Hi - my apologies if this has been asked before but I've been looking around trying to find an answer to this confusing topic. I invariably only look at Deals within my CRM. I rarely go to Accounts or Contacts etc. I really only ever open the Deal objects.
Web tracking change
Hello, Into Zoho CRM, for my prospection, I add career pages url's of companies' websites to check if there is new jobs to fill in so i can offer my services. A while back, I used tools like visualping to automatically track changes on a website page,
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why
Subform relations
Hi there, I have set up a subform under my deals module (called work) to associate the related contacts. I want those deals to show up under the contact record, without having to create a report since our crew needs to see this on the mobile app
Validate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in these
Zoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : Everyone
Sync/Connect Microsoft Partner Center Referrals/Leads to ZOHO CRM Leads
does anybody know how I can achieve this? I know this is possible with both the ms partner center's API and Zoho CRM API, but how would I do it?
Run a Workflow based on two Modules
Hey Everyone We are trying to run an automated workflow based on two CRM Modules. Deals - Custom Fields filed with data Check-In: 01.01.2022 Check-Out: 01.01.2022 Location: Portugal Products - Filed with data Name: Product1 Price: €100 Workflow Deal Data
Question on modifying templates using the new Writer integration
I am trying to create/modify a new mail merge template using the new Zoho Writer WYSIWYG editor. I had to save the document before I was finished. Now I cannot figure out how to edit the template so that I can re-save it in the final version. I cannot
Manual email from within CRM, does not get to Connect Task Board
A manual email sent from within CRM does not get to the Connect Taskboard. An email sent from an email client, (such as yahoo) does arrive.
Have revenues in the account module
Hello, I tried to find an easy way and could not find anything. There is a system field called ''Annual Revenue'' in the Accounts module but it does not update. My company uses the Invoices module (sub total of invoices) and we would like to have all
Difference between a Quote vs. Estimate?
What's the difference between a "quote" and an "estimate" in Zoho?
Why I can't format the writer document properly???
I am having the same issue as this guy https://help.zoho.com/portal/en/community/topic/im-pissed-as-fuck-5-4-2019-1 And you shamelessly labeled as not a problem. Well, let me tell you it is!!! IT IS IMPOSSIBLE TO ALIGN FIELDS IN ZOHO WRITER. It has its
Display Issues
Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales
Number field sorting
I have an ID number assigned to each lead that is assigned by Zoho on lead creation (auto number field). When I am viewing leads, how do I get this field to sort correctly? As in to sort "1" above "100" when in Ascending order. For whatever reason
Workflow - Automating the Creation of Tickets?
Hi, Is it possible to automate tickets creation when a sales status is obtained ? For example, everytime my sale status changes to « Won », I would like to have a workflow rule that automatically creates a Ticket for the technician to receive to set up
Total Record Count display?
Hi, New to ZOHO and so far I love it. I would like to display the total record count on the Leads page all the time. I know how to click and see the number but I am hoping there is a way to have the number on all the time. Thanks
How do I add more than one email address to the Sales Inbox?
I'm trying to add more than one email address to the Sales Inbox on Zoho CRM similar to the feature that GMail allows. I'm trying to figure out a way but nothing seems to work. Can someone help me please? Thanks. Moderation Update: I'm locking this post
Partner vs Customer Records in ZOHO CRM
Hello, what is the best practice when setting up Partner modules in ZOHO CRM? We don't need a different layout as it is very similar to the Customer modules. Is a Partner checkbox good enough or is there a better way? For example, we want to be able to
Correct procedure when a contact leaves an account/vendor
Hi there community. Can anybody tell me what the correct procedure is when a contact leaves an account or vendor? For example, if a contact retires or quits and goes to a different employer, I don't want to 'delete' the contact because all the information
CRM German Saluations missing
Hello, Im using Zoho in English, and salutations are just fine. However, some of our users are German, and Zoho does not switch the salutations to the corresponding Herr, Frau, etc. The missing salutation problem is compounded when having to export the contact data - as were being forced to use Zoho sheet view and export the fields into an excel table and from there export them into an Avery label printing app to send them off to the printer in the correct format. This problem was already flagged
Quickly edit tasks (rather than have to open a whole new page)
Hi - firstly, apologies if this has already been asked. I couldn't find anything specific. I'm coming from Hubspot to Zoho and one of the things I really miss is the ability to quickly update tasks. In Zoho, to update a task I have to click the task.
Formatting Mailing Labels
Please Help! I cannot figure out how to format mailing labels. I have a rollo thermal printer that does an awesome job printing mailing labels right out of word, but it would be nice to be able to get the labels to print right from zoho. It does not work
My SPF and DKIM have been configured for my email domain - but suddenly my emails are being sent to junk / spam folder
Hi, I have been using Zoho email (with my custom domain) for awhile now and have configured my SPF and DKIM records successfully. Suddenly, I was informed that my emails are going into the spam / junk folders of the recipients. Did a test email to my
Live chat button not working
Hi I am trying to speak with someone via chat but when i click the button nothing happens - Is there an issue at the moment? Moderation Update: There are no known challenges with accessing Live Chat in the said time frame. We request you to start a fresh
On Record Create, when does the database "commit" occur?
I want to run a deluge function via an on create workflow. In this code, the fields Estimated_Budget and Estimated_Quantity are required. The amount field is type Currency. However, the Amount field does not populate. Is this because the database COMMIT
Can't get items from an invoice from API response ?
Hello ! I want to be able to take a certains invoice and make a new estimate with the same custom items in it and prices and implement that in a workflow my problem is that I can't seem to get that data from GET invoice request where I can get everything
Closing Date vs Revenue Collection Date
Is there a way to set two different closing dates? The issue I'm having is I want the Revenue value to be recognized the same time as when we actually collect the revenue, which is a different time than the Closing Date due the lead times. Our business
Adjust the maximum length of "Amount" field in Deals or opportunity api_name
I was getting an error when I tried to store deals or oppotunity using php sdk. It doesn't accept the value of the amount that I set in the details of the deals due to the reason that it exceeds the maximum length. how do I adjust the maximum length allowed
CRM/Portal for Job Applicants
I'm working with a client to utilize Zoho CRM for recruitment for difficult to fill positions, which have a long hiring process with multiple steps. I'm wondering if there is a way (possibly using a Portal?) to have applicants be able to log in to see
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