Memo on Custom Modules
Hi, I am new for Zoho CRM, and now im finding the way to collect "Memo" from Custome module in the Detail view of Client Module. I could see Memo from "Deals", "Tasks", "Schedules" modules which were set as built-in modules by Zoho CRM. Is there any way
for meeting Participants other than Contact, meeting shows as Invited Event but not Closed Activity
To log a past meeting, we create an Open Activity that, because it's in the past, becomes a Closed Activity once saved. For the Participant who is also the Contact, the meeting shows under her/his Closed Activities. For the other Participants, the past
zoho crm custom domain mapping
Is this available zoho crm? if so, which version? i would like to have all my stuffs to access zoho crm with our own domain name. How can I do that? Will our staff be able to notice that we are using zoho crm at all? thanks Moderation Update: Custom domain
Blueprint transition does not detect assigned owner
Hello. The lead is added to the CRM by Email Parser. This works flawlessly. I created a blueprint for leads management. The record owner is automatically assigned by the Assignment Rule and is visible under the lead details but as you can see it shows
CRM Webform - Form Name cannot be hidden
Hi Zoho, It appears two large problems with your CRM webforms. 1) The Form Name is displayed as mandatory on the webform 2) If displayed, there is no control over the look-and-feel to control within our brand guidelines on website. This is directly affecting
Unable to see contact role contacts in emails other than primary? - In potentials / Deals
I am unable to see the emails of any of the additional contacts added via contact role. The video here shows that we can do this but the middle "Names" selection box is not showing up for me? I have multiple contacts added via contact roles and the only
Field Editing
can i remove specific fields from Accounts
CRM Global Search Problem for Products - (solution: manually edit 15,000 records??)
Over the years we have accumulated alot of products that are now INACTIVE. I am unable to delete them as they are attached to quotes which is fine, however they keep showing up in search results which is causing a ton of issues for us. I was given two workarounds... (a ton of clicks or manually edit 15,000 records) Option 1. Use products module to search... Click 1. Go into products module Click 2. Select filter, scroll to find ACTIVE products filter Click 3. Click on Active products filter Click
Mass Emails
Hi, Im sure others have come across this before, when using the mass email action on the right-hand corner of a list view as opposed to manually selecting records, it doesn't default to the current list view on the screen and defaults to All contacts.
Zoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unify
Inactive products showing in Opportunities pick lists
We have marked about half of our old (no longer offered) products inactive in the product module. However, these products are still showing up when salespeople add a new product to an opportunity or quote. This is causing confusion. Is there a way to
Connecting zoho crm to a microsoft 365 account
Hello, I am looking for a way to connect a microsoft 365 account to zoho crm so that I can receive and send emails from zoho items. Unfortunately, the only option I've found is to do it via IMAP protocol, which I can't do due to security policy. Is there
Simple database needed.
I'm looking to move from Filemaker to another simple database. All I need to do is keep track of basic information like: name, age, phone, location, and 3 other fields. I have no idea which Zoho to choose, CRM, Desk, People....
How to organize button list items in list or detail views ?
Hi, I created multiple buttons for a module. They are displayed in the detail page. As a CRM admin I see for example one of my button "Send to approval" but default (screenshot), and when I click on the down arrow on the left, I can have the other buttons.
Issue with Business Days vs Days in Workflow Rules
Hello, We have several workflow rules setup to create cases when a project is created in CRM. These workflows use the "create record" action to create a case with a due date based on the project's bid date minus a certain # of business days (see clip
Workflow not triggering when record is created from function
I have created a custom module (prospects) to copy required information from a lead to the prospect module. The reason for this is that I need to create a dashboard in Analytics to display all leads created in the day, week and month - when a lead is converted to an opportunity the lead is no longer seen by the dashboard. As a work around, everytime a lead is created, I have a workflow to trigger a function to copy the information over. The problem is that I also need to update the prospect record
Reports - Deals closing by upcoming quarter
Hi there. Might anyone know how I might create a report that shows me the total value of deals closing per quarter, perhaps for the upcoming 4 quarters. So quarters on the x axis with total esimated value on the y axis.
Organization Email Replies Not Showing
No replies to emails sent from the CRM using the Organization Email are getting pulled in under Contact or Lead records, or anywhere I can see. Of course the email is linked to a customer contact in the crm, i can see the SENT email and i can see when
Please enter a valid phone number? It was valid yesterday!
Having an issue with the phone field in Lead Information. Every time I view this page or make a change it is prompting me now to fix the phone number. Found that removing punctuation allows me to save but that is a monumental pain in the ass!
Error While submitting wordpress form
Dear Team, I am using Zoho CRM Form WordPress plugin to take leads and was working good but now getting below error please help. I am using Contact Form 7 INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:3:{s:18:"expected_data_type";s:4:"long";s:8:"api_name";s:2:"id";s:15:"parent_api_name";s:6:"Layout";}s:7:"message";s:12:"invalid
Dashboard revenue this month issues
My dashboard shows the revenue this month but will not show last months revenue how can I fix this? I have attached a screenshot of my dashboard.
CRM / SIgn Integration so that Contract
I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipient
how to make field mandatory only for a user?
I want a field in leads module to be mandatory only for a user in 'Customer Service' ? can I do that? I have tried to use layout rules but it seems I can't differentiate it by 'Created By' field
Mail Merge - Zoho CRM
I have a user in my organization that is trying to use the Mail Merge option from the Deals Module. Each time they try to run the mail merge, they get a blank screen. Other users in the organization with the same permissions do not have this issue. Please
Best Sales Engagement Tool that Integrates Seamlessly with Zoho CRM (Ex. Outreach, Klenty, Reply.io, Salesloft)
We do a lot of outreach to sales prospects through a combination of emails, calls, LinkedIn messages, etc. We've developed an outreach cadence where on Day 1 we do _____, Day 3 we do ____, Day 5 we do ____, etc. but right now it's a very manual process
Menory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? Thanks
Sales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->
Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that the
Is there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.
ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mio
Mail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changed
how to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?
Questions on the Calls Module
Morning all I cant seem to find a roadmap for this, I have a few questions: Are there any plans to allow cleint scripting in this module? Any plans to allow "buttons"? We have integrated with Yeastar PBX, but intitiatting a call though the CRM doesnt
How to avoid mapping "last name field
Hi, I am in a stuck case and need your help. I have already imported all customer contacts to Zoho CRM, all with "last name". I have many other csv files with new fields but without "last name" value. Now I want to import these csv files to update my
Is there a way to not require the Last name for leads?
We need the last name to not be required. Thanks
Set value for "Member Status" (Campaigns / Contacts)
Hello there, a "Member Status" field is available in the linking table / association table that links the campaigns with the contacts. My question is how to update the campaign contacts, I need to set the member status to a specific value for multiple
Workflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklist
extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values and
Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advance
Order of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,
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