Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Update (May 2025): Outlook introduces similar email authentication requirements Following Google and Yahoo, Outlook will also enforce new email security rules starting May 5, 2025. Bulk senders must authenticate all emails using SPF, DKIM, and DMARC to
email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).
Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales reps
Print customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards Max
Automated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? Thanks
Is there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leads
Require a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"
Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried to
Display image upload field in our website
Hi， Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.
Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!
Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product
Multiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.
Hyperlinks in notes
Hi is there anyway to post hyperlinks within the notes section of a contact Moderation Update: We will start work on supporting Rich Text formatting for Notes. The post capturing votes for the same is below, https://help.zoho.com/portal/en/community
Client Script setCriteria does not work with multiple filters
Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");
How to launch another wizard from one wizard
Hello, Is there a way to launch a different wizard after clicking the save button in the wizard? After creating a deal using the wizard, I would like to immediately display the invoice creation screen.
Request one more image upload field
Hi, Our organization using two image upload field for daily operation. Now I get a new request that shows image to our client. And now I need one more image upload field to achieve this. Could you upgrade for me or guide me how to buy an additional one
Validate at least one Quote related to Deal
For my internal process porpoise, I would like to add a rule that no Deal is won without at least one quote related. Could that be possible ?
Create account from contact record
Hello, I was wondering if anybody knows of a way to create an account from a contact record and pre-populate the address fields and automatically create a link between the contact and account? The way we will be working is to take an existing contact and create an account for that contact. At the moment, I must first create an account, and then go back to the contact and edit it to link it to the new account. I hope that makes sense! Thanks, Phil
Back Date Entry
Can I create back date entry ?
View all mails of all contacts in Accounts
Hi all, Is there any option to show ALL emails from ALL contacts in the same account at once instead of having to select contact by contact?
The problem in mail template with URL construction containing the email address.
We have many Zoho mail template in which we create a link from User Email, Contact Email and another parameter. For example, www.name.com/productID?parameter1= ${User.Email}¶meter2= ${Contacts.Email}&... Before today on click we got correct URL: www.name.com/productID?parameter1=
zoho CRM fileds
This is a two part question In my Com Request Module I have a formula filed (gross margin) In my subform I have a filed commission % I need to calculate gross margin * commission % input (which is not always the same), but this is not possible because
Multi-select field choice restrictions
Hello! I have the following question: I have a Multi-Select field in Zoho CRM and I would like to restrict the options the user choses from based on what he chose as a first value. For example: Let's say my Multi-select field contains the following values:
Set default value for Multi-Select Lookup field
Hello, I have a multi-select lookup field on my Potentials module in which I am storing who our competitors are for a project. I would like to know if it would be possible to set the default value of this field to "n/a" (not applicable). Thank you!
Scheduled Actions is disabled in my entire organization (CRM)
Hello Support, This is highly urgent I don't understand why and how the scheduled actions feature is disabled, the following photo is an example from the workflow-rule: https://crm.zoho.com/crm/org742785069/settings/workflow-rules/4782950000107177149
How to enable "Save and Create a new one" option in a Wizard
Hello Team! I am setting up a Wizard for one of our custom modules. We need to create a record associated with a contact, account and a deal. Once the Wizards finishes for the specific record, I would like to have the option to "Create a New one" but
Zoho CRM portal access.
Hello everyone, I think I am blind and I can't find the information for some reason and it's driving me nuts. I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.
Custom list view: Scroll bars now appearing inside individual records
Scroll-bars now appear in one of my custom list views, at the end of every record. I've made no change to the custom list view, so this must be the result of a change on Zoho's end. How do I get rid of them? Best regards, Marcus
How to see Visitor Point in Zoho CRM and how to sync it with Zoho Campaign contact score?
Hi, I am a complete beginner to Zoho CRM. I am currently an intern and I have been assigned the task of building and syncing the system from Zoho Campaign to Zoho CRM. I have pushed the contacts from Zoho Campaign to CRM and now I want to categorize them
Same Currency Quote and Deal
Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. How
Zoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightful
Filter Based On Related Module's Value
Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module. I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'. So if we see the respective
Search Records within last 7 days based on email address
Hi There, In workflow I am trying to create a script that checks if new records have matching email address fields with any other lead record created in the last 7 days and then apply a tag to any records found. Search Records does not seem to support
Display a list of recent @mentions made from the CRM Notes field
Hi All, One of our customers would like to see a list of records in the CRM, that they were recently @mentioned on. (in one of the Notes fields on a CRM record). Each @mention will generate an email notification to the mentioned user, but there does not
BUG! Loading new instance of CRM inside existing CRM Window
I have attached an image which is a screenshot of what's happening. We have tested on multiple machines with the same results. Follow these directions to reproduce the behavior: [list=1:8d1e6de7c2] *  Search for a term in the right hand search field (make sure the term exists in a "quote" category. *  When the results show, scroll down to the "matching quotes" results group. *  Click on the "Potential Name" of one of the matching quotes. *  It should then try to load an entirely new
CRM/Forms/Sign
from CRM I know how to create a button in a records detail flow, that will open a window with a Zoho Form, Then when that form is completed it create a Zoho Sign document for signature - how do I get this Zoho Sign Document back into the CRM - specifically
Quote Template - Multiple Pages - Page Breaks
Hello All, When a quote is created that has many line items, we have seen that the quote can be generated over two pages. The problem with this is, pages after page 1 will not contain our "header" which contains information such as company logo and address and page 1 will not contain our "footer". Essentially, the table containing the quoted items cause the page to grows and wraps over the remaining pages. The template editor has no way of entering page breaks and according to Support there is no
Zoho CRM conference pre planning tips?
We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.
Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensive
Email in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.
Next Page